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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Dotta
|
131f5c4065 |
feat(runner): add administration and observability (#12641)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Administrators need bounded controls for experimental native execution. > - The lower stack adds remote Codex execution and the task workspace. > - Operators need to configure Codex safely and inspect provider traces. > - Unsupported providers must not appear as runnable choices. > - This pull request adds Codex-only administration and observability. > - The benefit is a default-off operational surface for production diagnosis. ## Linked Issues or Issue Description Refs #12640. Refs #12616. Refs #12352. **Subsystem affected** Agent configuration, instance experimental settings, run ledger, provider trace inspector, and administrator actions. **Problem or motivation** The native runner lacks one safe operator surface for Codex permissions, lifecycle, raw trace capture, and run inspection. The integration branch also contains provider choices that the production backend cannot execute yet. **Proposed solution** Expose only the qualified Codex controls. Keep Paperclip Developer Mode and runner preview ingress off by default. Gate raw trace actions by administrator access and existing trace authorization. **Alternatives considered** Exposing unfinished providers would create configurations that fail at runtime. Always-on tracing would increase sensitive data and storage risk. **Roadmap alignment** This work supports governed Cloud and Sandbox agents and production diagnostics. ## Stack - Base PR: #12640. - Lower PRs: #12639 and #12638. - This PR contains only its 54-file administration and observability delta. - This is the final feature PR in the Codex production stack. ## What Changed - Added Codex-only Paperclip Runner permission and lifecycle controls. - Added bounded warm idle configuration. - Kept the provider field fixed to Codex. - Added administrator-only one-run raw trace requests. - Added a persistent future-run raw trace toggle. - Added trace status, metadata, ledger, and canonical runner inspection. - Added JSON-RPC request-origin grouping and finalization lineage. - Restored the stateful PRP transcript parser and focused projection tests required by trace inspection. - Added default-off Paperclip Developer Mode. - Added Honeycomb run links for authorized developer mode. - Disabled the legacy operational skill for `paperclip_runner`. - Did not expose OpenCode, ACPX, Pi, Claude Managed, or AWS runner choices. - Did not change migrations, workflows, dependencies, or `pnpm-lock.yaml`. ## Verification - GitHub Actions will run UI tests, server tests, repository typecheck, build, browser tests, security, and policy gates. - Tests cover Codex configuration defaults and bounds, administrator trace actions, persistent settings, ledger inspection, trace lineage, and Honeycomb links. - Existing server trace authorization and retention tests remain the backend authority. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check runner/task-workspace-experience...HEAD` passes. - The delta contains 54 files. ## Risks - Raw provider traces can contain sensitive provider data. - Existing server authorization controls access, reveal, download, retention, and deletion. - The UI gates trace actions by administrator access and developer mode. - All new instance settings remain off by default. - Fresh Paperclip Runner configuration remains Codex-only. - Direct adapters and legacy task behavior do not change in this PR. > 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 with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## 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 or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] 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 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 |
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Dotta
|
39206c0096 |
feat(ui): complete the task workspace (#12640)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task page is the main place where people guide and review agent work. > - Native runner events already project into the existing task chat on the lower stack. > - The larger task workspace must support those events without breaking direct adapters. > - Legacy questions, final replies, empty transcripts, and classic controls must keep their behavior. > - This pull request completes the provider-neutral task workspace experience. > - The benefit is one coherent task surface for native and direct execution paths. ## Linked Issues or Issue Description Refs #12639. Refs #12617. Refs #12352. **Subsystem affected** Task chat, task detail, side panels, interaction forms, and transcript presentation. **Problem or motivation** The task page does not provide one complete workspace for live activity, plans, questions, queued guidance, files, and documents. Earlier native UI work also exposed compatibility risks in legacy question and reply paths. **Proposed solution** Add the task workspace components and provider-neutral protocol presentation. Keep runner-only controls behind runtime facts. Preserve all direct-adapter composer, transcript, interaction, and finalization behavior. **Alternatives considered** A separate runner page would duplicate task behavior. Replacing legacy transcript logic would create unnecessary adapter regressions. **Roadmap alignment** This work supports the unified task experience and the Cloud and Sandbox agents milestone. ## Stack - Base PR: #12639. - Lower PR: #12638. - This PR contains only its 119-file UI delta against `runner/remote-wss-transport`. - The next stack PR adds administrator and observability controls. ## What Changed - Added a reusable task workspace side panel for files and documents. - Added provider-neutral cards for tools, plans, questions, protocol activity, and progress. - Added queued guidance and richer composer state. - Added compact and expanded interaction presentation. - Added live activity, thinking, usage, recovery, and final reply presentation. - Added document annotations and task deep links. - Added bounded question validation and response handling. - Preserved native runner event projection from master. - Preserved legacy channel-less replies and explicit final reply precedence. - Preserved direct-adapter and classic-interface controls. - Did not change server execution selection, Rust code, migrations, workflows, or `pnpm-lock.yaml`. ## Verification - GitHub Actions will run UI tests, repository tests, typecheck, build, browser tests, security, and policy gates. - Tests cover active, settled, empty-transcript, interaction, queued-message, plan, question, file, document, and classic-interface states. - Compatibility tests cover direct adapters and native runner projection together. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check runner/remote-wss-transport...HEAD` passes. - The delta contains 119 UI-only files. ## Risks - This is a large task-page change. - Most files are new focused components and tests. - Shared transcript code keeps the lower native projection and legacy direct-adapter fallbacks. - Runner-only controls use adapter and runtime facts. - No execution path or rollout flag changes in this PR. > 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 with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## 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 or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] 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 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 |
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DottaandPaperclip
|
a7e6b818e9 |
feat(apps): add Paperclip Cloud managed OAuth connector (#12600)
## Thinking Path > - Paperclip lets operators give governed tools to AI agents. > - Connected Apps already support provider OAuth and personal connection grants. > - Some providers require one stable callback and do not support dynamic client registration. > - Self-hosted Paperclip instances can run at private or changeable origins. > - Paperclip Cloud can provide the stable callback while each instance keeps its durable provider credentials. > - This pull request adds the instance side of that managed OAuth protocol and keeps customer-created clients available. > - The benefit is a safe path to one-click Workspace connections for hosted and enrolled self-hosted instances. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting. This change updates the server, Apps UI, shared app definitions, and connection documentation. **Problem or motivation** Some OAuth providers require a pre-registered callback and provider-owned client. An arbitrary self-hosted Paperclip origin cannot use that client callback directly. Paperclip ID must also stay limited to product identity instead of resource authorization. **Proposed solution** Use the existing Paperclip Cloud application as the fixed callback broker. Enroll each instance to an exact origin and separate Ed25519 and X25519 keys. Bind every request and sealed envelope to the instance, environment, user, company, provider, profile, and exact scope set. Store durable provider credentials only in the originating instance vault. **Alternatives considered** Customer-created OAuth clients remain available as the independent fallback. A generic redirect relay was rejected because it would allow caller-selected destinations and scopes. Paperclip ID was rejected as the broker because it is the identity boundary. A new service was rejected because the existing Cloud application already owns customer login and the public callback origin. **Roadmap alignment** This work extends the shipped MCP Tool Gateway and Apps milestone. It also supports the Connected Apps and Cloud deployments roadmap items. Companion Cloud implementation: https://github.com/paperclipai/paperclip-cloud/pull/312 The duplicate search found no related open Paperclip PR or issue. ## What Changed - Add a `paperclip_cloud_connector` client with signed requests, exact profile and scope bindings, and X25519-sealed credential handling. - Add explicit self-hosted enrollment with owner-only instance key storage and exact HTTPS origins. - Route managed Google Workspace setup through Paperclip Cloud and preserve customer-created OAuth clients. - Keep broker claims retryable until the local vault transaction commits. - Keep managed Google per-profile removal local-only to avoid client-wide provider revocation. - Add setup status to the Connections page and retain the Paperclip ID names as compatibility aliases. - Document the trust boundaries, enrollment, callback, refresh, removal, and rollout flows. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/shared exec vitest run src/app-definitions.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/services/paperclip-cloud-connector.test.ts src/services/paperclip-cloud-connector-enrollment.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts -t 'brokered Gmail OAuth|brokered OAuth state'` - `pnpm --filter @paperclipai/ui exec vitest run src/pages/apps/Connections.test.tsx` - `pnpm check:token-gates` - `pnpm build` - The full stable test runner also reproduced existing macOS workspace, skill-discovery, and listener fixture failures outside the changed paths. GitHub Linux CI is the authoritative full-suite result. ## Risks - The managed flow depends on https://github.com/paperclipai/paperclip-cloud/pull/312. Real provider profiles stay disabled until Cloud deploys that protocol and the provider approves the managed client. - A Cloud outage blocks new authorization and refresh. Existing access tokens continue to work until expiry. - Managed Google profile removal only deletes the local grant. This avoids invalidating the user's other profiles that share the managed Google client. - Legacy `paperclip_id_connector` records require a reconnect after their current access tokens expire. Old Paperclip ID keys and refresh tokens are not sent to Paperclip Cloud. > 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 GPT-5.6 (Codex). Agentic coding, tool use, code execution, and subagents were enabled. The 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> |
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Dotta
|
bc9ba7cd26 |
feat(runner): project native runs into task threads (#12321)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The experimental Paperclip Runner can execute a guarded Codex run and persist provider-neutral events. > - The task page still reads direct-adapter transcripts and cannot present those native events. > - Structured runner questions must also use the existing task interaction experience. > - Runtime selection must use the persisted run mode, not an adapter name or a current feature flag. > - This pull request projects native events and questions into the existing task thread. > - Direct adapters keep their existing transcript, composer, interaction, and finalization paths. > - The benefit is a complete native Codex task thread without a behavior change for existing adapters. ## Linked Issues or Issue Description Refs #12202. This pull request replaces that stale implementation on current `master`. **What happened?** The server persists native runner events and structured input requests. The task page only consumes direct-adapter transcripts. A native run therefore cannot present a complete transcript, usage, or question flow through the normal task experience. **Expected behavior** Native runs project persisted provider-neutral events into the existing task thread. Native structured questions use the existing interaction card. Direct adapters retain their current behavior. **Steps to reproduce** 1. Enable the experimental runner. 2. Start a native Codex run that emits progress, usage, a structured question, and a final reply. 3. Open the task page. 4. Observe that the direct-adapter transcript path cannot project the native event records. **Paperclip version or commit** `master` at `67f9867bc`. ## What Changed - Add the canonical structured-question validator and shared contract exports. - Materialize native input requests as existing task interactions. - Validate native answers and deliver them through the durable question-response receipt. - Resume the original PRP request with an idempotent `request.resolve` command. - Project native messages, tool activity, cumulative usage, and final replies into the existing transcript model. - Propagate persisted `runtimeMode` to the task page and select native handling only for `runtimeMode: "native"`. - Expire pending interactions through the shared issue service on every terminal transition, including decisions, stalled reviews, tree control, and pipeline retry cleanup. - Queue native run cancellation while a transaction is open and execute it only after the owning transaction commits. - Keep nonterminal and non-runner issue paths on their existing service call shapes and behavior. ## Verification - `pnpm --filter @paperclipai/server typecheck` — passed, including the Rust runner release build and protocol/catalog drift gates. - Focused native-thread and lifecycle suites — 18 files and 481 tests passed during review. - `issue-execution-policy-routes.test.ts` — 19/19 passed after the final transactional-queue expectation update. - `issue-agent-mutation-ownership-routes.test.ts` — 87/87 passed in the final isolated compatibility rerun. - GitHub Actions — policy, build, canary, typecheck/release registry, 5 serialized server shards, 8 general-test shards, 3 browser shards, and both aggregate gates passed on `7793f3193`. - Security — Snyk, Socket Project Report, Socket PR Alerts, and Superagent passed. - Greptile — 5/5 on `7793f3193`; all actionable review threads resolved. - `git diff --check` — passed. - Diff against `master`: 44 files. ## Compatibility Boundary - Native transcript polling only runs when the persisted run reports `runtimeMode: "native"`. - Missing or legacy runtime modes continue through `useLiveRunTranscripts`. - Legacy questions keep the existing optional free-text choice. - Native closed select sets can suppress that legacy fallback. - Terminal cleanup uses the same issue service for native and legacy interactions; only a bound native question schedules a native run cancellation. - Native cancellation happens after transaction commit, so failed or rolled-back writes do not cancel a still-valid run. - The durable delivery service checks the original native request before it considers a continuation run. - This pull request adds no migration, dependency, workflow, manifest, or lockfile change. ## Risks The main risk is routing a direct-adapter task through native handling or changing terminal issue behavior. The implementation selects the native path only from persisted runtime facts, retains the existing nonterminal call shape, and schedules native cancellation only for a validated bound native question after commit. Focused and repository-wide tests cover both paths. Native requests remain bound to the company, issue, run, and agent; answers are validated, durable, and idempotent across reconnects. ## Model Used OpenAI Codex, GPT-5 family. The client does not expose the exact deployment ID or context window. Agentic reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run the affected local tests and they pass - [x] I have added or updated tests where applicable - [x] I have updated the compatibility notes for this change - [x] I have considered and documented risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I addressed all Greptile and reviewer comments before requesting merge |
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DottaandPaperclip
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c90d904779 |
feat(apps): add connection intent setup experience (#12347)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The backend now turns agent requests into durable connection intents. > - Operators need a clear path to inspect, configure, and finish those requests. > - The experience must preserve identity, agent access, and interrupted setup state. > - This pull request adds the connection intent setup experience across the app UI. > - The benefit is one guided flow from agent request to governed connection. ## Linked Issues or Issue Description Refs #11965 This is stack 9 of 11. It depends on stack 8 and replaces another reviewable part of #11965. ## What Changed - Add connection intent cards and setup flow integration. - Add browse, connection, app detail, and sidebar experience updates. - Preserve exact draft identity and access choices across resume and OAuth recovery. - Add focused UI, architecture, policy, and end-to-end coverage. - Keep transient retained-connection lookup failures retryable instead of misclassifying them as missing targets. - Align the dark-mode E2E contract with the intentionally hidden Gateways and Profiles sidebar tabs. ## Verification - `pnpm -r typecheck` - Focused UI result: 372 tests passed across 20 files. - AppsConnect regression suite: 80/80 passed, including failed connection and application lookups during retained reconnect. - `pnpm --filter @paperclipai/ui exec vitest run src/components/AppsSidebar.test.tsx` (1 passed) - `pnpm check:token-gates` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - An interrupted OAuth flow can leave a durable draft that needs resume. - The UI resumes the exact draft and keeps its identity and agent access settings. - Retained reconnect retries refetch connections and applications together to avoid mixing partial snapshots. - Gateways and Profiles remain route-accessible but intentionally absent from the sidebar until their existing ship gate is lifted. - The change does not add a database migration. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model 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 linked the public source pull request with `Refs #` - [x] I have not referenced internal or 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 - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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b3343dbd64 |
feat(connections): add self-serve intent runtime (#12345)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need a governed way to request app connections during issue work. > - The catalog now describes the available providers and setup methods. > - A request must become a durable, company-scoped intent before an operator acts on it. > - This pull request adds that intent runtime across server, agent, CLI, and shared contracts. > - The benefit is a safe bridge from agent need to operator-approved setup. ## Linked Issues or Issue Description Refs #11965 This is stack 7 of 11. It depends on stack 6 and replaces another reviewable part of #11965. ## What Changed - Add connection intent types, validation, service logic, and routes. - Add agent runtime tools and CLI support for connection requests. - Add issue-thread interaction support for connection intents. - Add runtime, route, adapter, and contract tests. - Hold the final resolved-continuation row lock through asynchronous adapter preparation until an actual process spawn, so parking or reassignment cannot cross that boundary. - Report Hermes Gateway's first remote run request through the shared dispatch hook so the resolved-intent lock is released at the true dispatch boundary. - Revalidate the addressed user's live non-viewer membership and connection-management authority for every intent mutation, including OAuth completion. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 176 tests passed. - `pnpm build` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed; includes non-process dispatch lock-release coverage) - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/connection-intents-service.test.ts -t "addressed-user mutation"` (1 passed) - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/tool-access-service.test.ts -t "binds OAuth callback completion to the initiating board session"` (1 passed) - `pnpm --filter @paperclipai/hermes-paperclip-adapter test -- src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook ordering and exactly-once coverage) - `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck` ## Risks - A malformed intent could create an unusable operator request. - Validators and company checks reject invalid or cross-company requests. - The final continuation gate holds the issue row lock through adapter preparation until process or remote dispatch; later operator changes use the normal active-run interruption path. - The change does not add a database migration. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model 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 linked the public source pull request with `Refs #` - [x] I have not referenced internal or 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 - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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6244e4cf32 |
feat(apps): add Composio and Gmail connectors (#12342)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections need both direct providers and managed provider hubs. > - The grant layer now defines safe credential ownership. > - Composio needs parent and child connection lifecycle rules, and Gmail needs governed setup. > - This pull request adds both connector families on the grant foundation. > - The benefit is broader app access without weakening credential isolation. ## Linked Issues or Issue Description Refs #11965 This is stack 4 of 11. It depends on stack 3 and replaces another reviewable part of #11965. ## What Changed - Add Composio parent and child connection support. - Add Gmail connection setup and governance. - Preserve credential paths and remove duplicate binding declarations. - Cascade Composio pause and restore actions to child connections. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 164 tests passed. - `pnpm build` ## Risks - Parent lifecycle changes can affect every Composio child. - The service restores only children whose provider accounts remain active. - Credential binding paths are normalized before secret resolution. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model 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 - [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> |
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DottaandPaperclip
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20ccf3f476 |
feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - External tools need explicit identity and access boundaries. > - Shared connection credentials cannot represent every user-scoped use case. > - Grants must stay company-scoped and support safe delegation. > - This pull request adds connection grants, identity rules, and their database contract. > - The benefit is durable control over which identity an agent may use. ## Linked Issues or Issue Description Refs #11965 This is stack 3 of 11. It depends on stack 2 and replaces another reviewable part of #11965. ## What Changed - Add company and user connection grants. - Add delegated identity and membership rules. - Synchronize database, shared, server, and UI contracts. - Register the grant-member replacement route in the OpenAPI surface in the same layer that mounts it. - Add migration 0231 with replay-safe guards and coverage. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/openapi-routes.test.ts` (5 passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Incorrect grant selection could expose the wrong credential scope. - The service enforces company and subject boundaries before credential use. - Migration 0231 is generated, ordered after 0230, and safe to replay. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model 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 linked a public issue or pull request with `Refs #` - [x] I have not referenced internal or 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 - [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> |
||
|
DottaandPaperclip
|
b51112798f |
feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections must work in both the operator UI and agent tool gateway. > - The first stack layer adds secure remote connections. > - Operators still need clear setup, test, and recovery states. > - This pull request adds the gateway behavior and the workspace connection experience. > - The benefit is a connection flow that is easier to understand and recover. ## Linked Issues or Issue Description Refs #11965 This is stack 2 of 11. It depends on stack 1 and replaces another reviewable part of #11965. ## What Changed - Improve remote tool gateway connection behavior. - Add clearer app setup, test, and recovery states. - Add focused server and UI tests for the new paths. - Keep the diff isolated from later identity and catalog work. - Stabilize DNS-pinned remote HTTP protocol fixtures and the managed-runtime public-origin fixture for this independently tested layer. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` (150 passed) - `pnpm test:run` - `pnpm check:token-gates` - `pnpm build` ## Risks - Gateway errors now surface through new user-facing states. - A stale connection can require a new setup attempt. - The change does not add a database migration. - The injected HTTP transport and public URL are test-only fixtures; production DNS pinning and runtime behavior are unchanged. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model 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 - [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> |
||
|
DottaandPaperclip
|
cabc9146d0 |
feat(apps): add secure remote MCP and PostHog setup (#12339)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give those agents governed access to external tools. > - Remote MCP setup needs secure endpoint validation and durable credentials. > - PostHog needs both browser sign-in and personal API key setup paths. > - This pull request adds the shared remote MCP foundation and the PostHog definition. > - The benefit is a secure and reusable base for later app connection work. ## Linked Issues or Issue Description Refs #11965 This is stack 1 of 11. It replaces the first reviewable part of #11965. ## What Changed - Add guarded remote MCP setup and credential handling. - Add PostHog OAuth and API key connection methods. - Add focused server, shared contract, and UI coverage. - Keep the migration replay-safe and idempotent. - Give the late-close security regression the same 10-second CI headroom as the adjacent real-timer handshake test. - Synchronize fake-timer handshake tests at the exact ensure-session boundary so real filesystem setup cannot race the fake deadline. - Drive PTY overflow coverage only after listener registration so scheduling cannot reorder the test fixture. ## Verification - pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected cases also passed five focused stress repetitions) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a sandbox-provided value from a late close rejection into logs or the result"` (1 passed) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never promotes a late ensureSession resolution|closes a late-resolving real handle exactly once"` (2 passed) - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Remote endpoint validation can reject configurations that previously passed without checks. - OAuth configuration errors can block setup until the operator corrects the provider settings. - The migration uses guarded statements so repeated execution is safe. - The test-only synchronization changes do not affect runtime behavior; they remove filesystem/fake-clock and listener-registration races observed under parallel CI load. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model 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 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> |
||
|
Nicky LeachandPaperclip
|
d9449e636e |
feat(onboarding): sign in to an agent provider during onboarding (#12440)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New organizations create their first agent through the onboarding wizard > - The wizard does not show provider sign-in when a host credential is absent or unknown > - The create step also gives unclear feedback when the provider needs authentication > - This pull request adds a safe auth signal and a provider sign-in step for sandbox drivers > - The benefit is a clearer onboarding path with no token or account data in the signal ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (server API, shared types, and UI) **Problem or motivation** The onboarding wizard can fail when the selected provider needs authentication. It does not tell the person how to complete sign-in. **Proposed solution** Add a status-only provider auth signal. Show the sign-in panel for sandbox drivers when the signal says `absent` or `unknown`. Apply a stored Claude login to the new agent and block creation when the adapter test reports missing authentication. **Alternatives considered** The wizard could hide the sign-in panel when the signal read fails. This would hide a needed action, so this pull request shows the panel when the signal is unknown. **Roadmap alignment** The change supports the roadmap goal for scoped and audited credential bindings. **Additional context** The auth signal returns only `present`, `absent`, or `unknown`. It never returns a token, identifier, or account name. ## What Changed - Add `GET /api/companies/:companyId/adapters/:type/auth-signal` with company and permission checks. - Add shared auth-signal types and the UI query path. - Apply a stored Claude login by reference without reading its token. - Show the provider sign-in panel only for sandbox drivers with interactive terminal support. - Block agent creation when the provider test reports missing authentication. - Add route, wizard, and end-to-end test coverage. ## Verification - `pnpm --filter @paperclipai/server test adapter-auth-signal-routes` passes 50 tests. - `pnpm --filter @paperclipai/ui test OnboardingWizard` passes 69 tests. - `pnpm --filter @paperclipai/ui exec tsc --noEmit` exits with code 0. - The `e2e_shards` lane runs `tests/e2e/onboarding.spec.ts`. ## Risks The route reads a host-local readiness signal. It returns `unknown` on read errors and never exposes credential data. The UI may add a sign-in step when the signal is unavailable. ## Model Used OpenAI Codex, GPT-5, extended reasoning, tool use, and code execution. The exact context window was not provided. ## 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> |
||
|
Devin Foley
|
bc1a21564f |
Remove the company brand color and per-company attachment limit (#12291)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - A company is the top-level container, and the company General page
holds its settings
> - Two of those settings did almost nothing: the brand color only
tinted the generated company icon, and the attachment size limit sat
under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that
already bounded every upload
> - A setting that changes one icon hue, and a setting that can only
lower a limit the operator already set, are not worth the page space or
the code that carries them
> - This pull request deletes both settings from the UI, the validators,
the API contract, the server, and the database
> - With the deployment cap as the only limit left, the message a person
sees when an upload is rejected has to name that limit in terms they can
act on, so the raw byte count becomes a human-readable size
> - The benefit is a shorter company General page for every deployment,
one attachment limit instead of two, and less code between an upload and
its ceiling
## Linked Issues or Issue Description
No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.
**What existing behavior does this improve?**
The company General page (`/company/settings`), the `PATCH
/api/companies/{companyId}` and `PATCH
/api/companies/{companyId}/branding` request contracts, and the
attachment upload limit on task, case, and company-import uploads.
**Subsystem affected**
Cross-cutting: `ui/`, `server/`, `packages/shared`, `packages/db`.
**Current behavior**
The company General page shows an "Appearance" section with three
controls: Logo, Brand color, and Attachment size limit. The brand color
is a hex value that feeds one thing — the hue of the generated company
pattern icon. Companies that never set one already get a hue derived
from the company name. The attachment size limit is a per-company byte
count stored on `companies.attachment_max_bytes`. Every upload path
clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES`
cap, so the per-company value can only lower a limit the operator
already chose.
**Proposed behavior**
The Appearance section keeps the Logo control only. The company pattern
icon always derives its hue from the company name. Every attachment path
reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES`
is the single limit. An upload rejected by that limit says so in human
units — "File is larger than the 10 MB limit" rather than a raw byte
count. The `companies.brand_color` and `companies.attachment_max_bytes`
columns are dropped, and both fields leave the company API contract.
**Reason and benefit**
Both settings ask an operator to make a decision that changes almost
nothing. The brand color moves one icon hue on a page that also lets you
upload a real logo, which overrides the icon entirely. The attachment
limit reads as a real control but cannot raise anything, so it is a
second place to look when an upload is rejected. Removing both shortens
the page every deployment sees, removes a company-scoped read from the
task attachment upload path, and leaves one attachment limit to reason
about instead of two.
**Breaking changes**
The company API responses no longer include `brandColor` or
`attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes
`companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is
strict, so a request that sends `brandColor` now returns 400; the
non-strict `PATCH /api/companies/{companyId}` schema strips it. Company
packages exported by older versions still import: the portability
company manifest schema is non-strict, so the retired keys are stripped
and ignored rather than rejected. Companies that stored a brand color
lose it — their icon reverts to the name-derived hue that every company
without a color already used.
## What Changed
- Removed the "Brand color" and "Attachment size limit" fields from the
company General page, along with their state, dirty checks, save
payload, and Save-button gating.
- Removed `brandColor` and `attachmentMaxBytes` from
`createCompanySchema`, `updateCompanySchema`, and
`updateCompanyBrandingSchema`, and deleted the now-orphaned
`DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and
`MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants.
- Removed both fields from the `Company` type, the portability manifest
type and schema, and the `companiesApi.update` payload allowlist.
- Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the
icon hue always comes from the company name. Deleted the now-unused
`hexToHue` helper and the now-unused `pickTextColorForSolidBg` export.
- Stopped emitting `brandColor` from the company service selection and
from the invite-summary and invite-branding payloads in
`server/src/routes/access.ts`.
- Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap:
task attachments, case attachments, and company import now use
`MAX_ATTACHMENT_BYTES` directly. The helper is deleted.
- Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and
routed every over-limit message through it, so a rejected upload names
the limit in human units instead of raw bytes: `Image exceeds 10485760
bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is
unchanged — the same single cap, the same multer limits, the same status
codes and response shapes.
- Added migration
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed
both columns from the Drizzle `companies` schema.
- Kept legacy imports working: the portability company manifest schema
is non-strict, so older packages carrying the retired keys still import
with the keys ignored.
- Updated the skill API reference and the implementation spec, and
pruned the token-extraction allowlist entries that the removed code made
stale.
## Verification
Commands run from the repository root:
- `pnpm --filter @paperclipai/shared typecheck` — pass
- `pnpm --filter @paperclipai/db typecheck` — pass (includes
`check:migrations`, which validates the new migration number and journal
entry)
- `pnpm --filter @paperclipai/ui typecheck` — pass
- server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` —
pass. `pnpm --filter @paperclipai/server typecheck` could not run
locally because it builds the Rust runner first and `cargo` is not
installed on this machine; the TypeScript step it wraps is the command
above.
- `npx vitest run packages/shared/src/validators/company.test.ts` — 6
passed
- `npx vitest run server/src/__tests__/company-portability.test.ts` — 90
passed
- `npx vitest run server/src/__tests__/attachment-types.test.ts
server/src/__tests__/assets.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/cases-routes.test.ts` — 165 passed (the
human-readable limit messages)
- `npx vitest run server/src/__tests__/company-branding-route.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/invite-summary-route.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/companies-route-cross-company-authz.test.ts` — all
passed
- `npx vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/company-delete.test.ts` — 27 passed
- `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure
unrelated to this change (`OnboardingWizard.test.tsx` "renders instead
of throwing when the browser denies storage access", which also fails on
`master`)
- `npx vitest run` in `server/` — see the note below
- `node scripts/check-token-gates.mjs` — no new violations; the only
reported violations are the pre-existing `PillGuy.tsx` ones present on
`master`
New tests added:
- `packages/shared/src/validators/company.test.ts` — the create and
update schemas strip the retired keys, the strict branding schema
rejects `brandColor`, and the portability manifest schema accepts a
legacy entry carrying both keys and drops them.
- `server/src/__tests__/company-branding-route.test.ts` — `PATCH
/api/companies/{companyId}/branding` returns 400 for `brandColor` and
does not call the company service.
- `server/src/__tests__/company-portability.test.ts` — a legacy package
that declares `brandColor` and `attachmentMaxBytes` imports
successfully, and neither key reaches `companies.create`.
- `server/src/__tests__/issue-attachment-routes.test.ts` — the effective
task attachment limit is the deployment cap, and the route no longer
loads the company to size an upload.
- `server/src/__tests__/attachment-types.test.ts` —
`formatAttachmentSize()` renders the default cap as `10 MB`, keeps one
decimal place for fractional sizes and drops a trailing `.0`, falls back
to KB and bytes for small caps, steps up to GB, and never emits `NaN`
for a degenerate input.
- `server/src/__tests__/assets.test.ts` — the asset-image and
company-logo routes both return the human-readable limit message on an
over-cap upload.
## Merge with master
`master` moved while this was open, and the merge needed two
resolutions:
- **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the
user-facing
copy from "company" to "organization", and that rewording landed inside
the "Brand color" and "Attachment size limit" hints — the two fields
this change deletes. Both fields are removed, so the conflicted block is
dropped whole. The Logo field and every other copy change from #12243
are
kept.
- **Migration renumbered 0228 -> 0229.** #12307 landed
`0228_nasty_grim_reaper`, so this migration is now
`0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot
is
rebuilt from master's `0228_snapshot.json` with only the two `companies`
columns removed, and `meta/_journal.json` is master's journal plus a
single `idx: 229` entry. `pnpm --filter @paperclipai/db
check:migrations`
passes.
The snapshot was rebuilt by hand rather than taken from `drizzle-kit
generate`, because master's `0228_snapshot.json` has drifted from
master's
own schema: `issue_question_response_deliveries.error_count` is created
by
master's 0228 SQL but missing from its snapshot, and the snapshot still
carries `decision_archive_notification_outbox.error_count`. Regenerating
folds both into this migration, and the resulting `ADD COLUMN
error_count`
would fail on a fresh database where master's 0228 already created that
column. Rebuilding from master's snapshot leaves that drift exactly
where
it is and keeps this migration to the two column drops. The drift is
pre-existing on master and is not addressed here.
## Risks
- **The migration is a destructive column drop.**
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes
`companies.brand_color` and `companies.attachment_max_bytes`. It is safe
because both features are removed in the same change and nothing reads
either column after it. The statements use `DROP COLUMN IF EXISTS`,
matching the convention of the recent drop migrations in this
repository. The drop is not reversible: a downgrade after this migration
loses any stored values.
- **Stored brand colors are lost.** A company that had set a color now
renders the name-derived icon hue that every company without a color
already used. No other surface changes, and an uploaded logo still
overrides the icon.
- **API response shape narrows.** `brandColor` and `attachmentMaxBytes`
leave the company payloads, and `companyBrandColor` leaves the invite
summary payload. A client reading those fields now sees `undefined`. The
bundled UI and CLI are updated in this change.
- **Legacy imports are covered.** Packages exported by older versions
still carry both keys. The manifest schema is non-strict, so the keys
are stripped rather than rejected, and a test locks that in.
- **The over-limit message strings changed.** Anything matching on the
old `... exceeds N bytes` text — a test, a script, or a client that
string-matches `body.error` — needs updating. The status codes (422) and
response shapes are unchanged, so structured clients are unaffected.
- **Attachment limits can only widen.** A deployment that had lowered a
company below the deployment cap now allows uploads up to the cap for
that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller
ceiling is needed.
- **Storybook visual baselines shift** for the `CompanyPatternIcon`
matrix story, because those fixtures had brand colors. That workflow
runs only on a PR labeled `storybook-visual`, so it does not gate this
PR; regenerate the baselines if the label is added.
## Model Used
Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [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
|
||
|
Devin Foley
|
7551b63ef2 |
Remove the instance Heartbeats settings page (#12282)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Instance settings collect deployment-wide controls; one of them was the Heartbeats page, an instance-wide list of scheduler heartbeat agents with enable/disable toggles > - The same controls live on each agent's own configuration surface, so the standalone list duplicates them, and its framing no longer matches how heartbeat agents are managed > - Keeping a settings view that no longer makes sense costs every deployment navigation noise and maintenance > - This pull request removes the page, its route, its navigation entries, and its hidden-settings key for all deployments > - The benefit is a smaller, coherent settings surface, with operator hidden-settings lists that still mention the retired key continuing to work unchanged ## Linked Issues or Issue Description No public issue exists; describing the issue inline per the enhancement template: **What existing behavior does this improve?** The instance settings surface — specifically the Settings → Heartbeats page, which listed scheduler heartbeat agents instance-wide with enable/disable toggles. The view no longer makes sense as a standalone settings page: the same controls are available on each agent's configuration surface, and the instance-wide list framing does not match how heartbeat agents are managed. **Subsystem affected** Cross-cutting: `ui/` (page, route, navigation), `packages/shared` (settings-visibility registry), docs. **Current behavior** The page renders at `/company/settings/instance/heartbeats`, appears in the settings sidebar and tab bar, and is hideable by hosting operators via the `instance.heartbeats` key of `PAPERCLIP_HIDDEN_SETTINGS`. **Proposed behavior** The page, route, and navigation entries are removed for every deployment. The `instance.heartbeats` registry key is retired; operator lists that still send it are logged and ignored, so mixed-version fleets keep working. Remembered settings paths pointing at the old page remap to the settings root. Heartbeat APIs are unchanged. **Reason and benefit** A smaller, coherent settings surface with no duplicated controls; less navigation noise and maintenance for every deployment. **Breaking changes** None functional. Bookmarks and remembered paths to the removed page land on the settings root; `PAPERCLIP_HIDDEN_SETTINGS` lists that still include `instance.heartbeats` log a warning and are otherwise honored unchanged. ## What Changed - Deleted `ui/src/pages/InstanceSettings.tsx` (the Heartbeats view) and its route in `ui/src/App.tsx`. - Removed the sidebar entry (`CompanySettingsSidebar`) and tab-bar item (`CompanySettingsNav`). - Removed `"/heartbeats"` from the remembered-settings-path allowlist; remembered heartbeats paths now remap to the settings root. - Retired the `instance.heartbeats` key from the shared settings-visibility registry and the environment-variables doc; documented that retired keys are ignored with a warning. - Dropped the now-unused UI client wrapper for the instance scheduler-agent list (`heartbeatsApi.listInstanceSchedulerAgents`); the server endpoint stays. - Removed the unused `schedulerHeartbeats` query key. ## Verification - `npx vitest run packages/shared/src/settings-visibility.test.ts ui/src/lib/instance-settings.test.ts ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx` — 24 tests passing. - Full `ui` vitest suite: 4426 tests, 4 failures — all in files this PR does not touch; 3 were load-induced timeouts that pass on rerun, and `OnboardingWizard.test.tsx` "renders instead of throwing when the browser denies storage access" fails identically on a clean master checkout (pre-existing). - `pnpm --filter @paperclipai/ui typecheck` and `pnpm --filter @paperclipai/shared typecheck` — clean. - Merged `master` to clear a conflict (see below) and re-ran the four focused suites (24 passing), `ui/src/App.test.tsx` and `ui/src/plugins/bridge.test.ts` (22 passing), and both typechecks — all clean. Full CI is green on the merge commit. ## Merge With master `master` gained the `company` → `organization` copy pass (#12243), which reworded strings inside `ui/src/pages/InstanceSettings.tsx` — the page this branch deletes — producing a modify/delete conflict. Resolved by keeping the deletion: the page is going away, so the rewording of its copy has nothing to apply to. Every other file merged cleanly, and `master`'s rewording in `App.tsx`, `App.test.tsx`, and `CompanySettingsSidebar.tsx` sits away from this branch's structural removals, so both changes survive. The net diff against `master` is unchanged from the pre-merge review: the same 13 files, 23 insertions, 330 deletions. ## Risks - Low. Pure removal of a UI surface; heartbeat data and APIs are untouched. Operators still listing `instance.heartbeats` in `PAPERCLIP_HIDDEN_SETTINGS` get a warning log and otherwise unchanged behavior (covered by the registry's unknown-key handling). Bookmarks and remembered paths to the old page land on the settings root. ## Model Used Claude (Anthropic), model id `claude-fable-5`, extended thinking, agentic tool use via Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [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 |
||
|
Devin Foley
|
325041cb00 |
fix(assets): accept identity-provider characters in image upload namespaces (#12288)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - Humans oversee those agents in teams, so each person has a login and
a profile with an avatar
> - Avatars, logos and pasted images all go to one asset upload API,
which files each object under a namespace
> - The avatar namespace embeds the user id, and a deployment can take
user ids from an external identity layer, where a subject often holds
":", "|", "." or "@"
> - But the namespace validator accepted only letters, numbers, "/", "_"
and "-", so those users got a 400 "Invalid image metadata" error and
could not set a profile photo
> - This pull request widens the accepted characters, rejects "." and
".." path segments with a clear message, and cleans the namespace in the
upload client
> - The benefit is that profile photo upload works for every user, and a
namespace the API refuses now returns a message that says what is wrong
## Linked Issues or Issue Description
No existing issue or open pull request covers this. I searched the issue
and pull request lists for "avatar upload", "profile photo", "Invalid
image metadata" and "asset namespace" and found no duplicate. The bug
report follows.
**What happened?**
Profile photo upload fails. `ui/src/pages/ProfileSettings.tsx` sends the
namespace `profiles/${user.id}` to `POST
/api/companies/:companyId/assets/images`. When the user id comes from an
external identity layer it can contain ":", "|", "." or "@" — for
example `oidc:example|jane.example@example.com`.
`createAssetImageMetadataSchema` in
`packages/shared/src/validators/asset.ts` accepted only
`/^[a-zA-Z0-9\/_-]+$/`, so the route returned 400 "Invalid image
metadata" (`server/src/routes/assets.ts`). The image bytes were never
the problem, but the message pointed at the image, so the toast gave the
user nothing to act on.
A second case has the same cause. The agent instructions editor in
`ui/src/pages/AgentDetail.tsx` builds a namespace that ends with a
filename, such as `agents/<id>/instructions/SKILL.md`. The "." in the
filename also failed the check.
**Expected behavior**
A profile photo uploads for any user id the app itself issues, and an
image pasted into the agent instructions editor uploads for any
instruction filename. A namespace the API does refuse returns a message
that names the field and states the rule.
**Steps to reproduce**
1. Run Paperclip with an external identity provider, so `user.id` holds
an OIDC subject such as `oidc:example|jane.example@example.com`.
2. Open Settings, then Profile.
3. Choose an avatar image.
4. The upload fails and the page shows "Invalid image metadata".
Or, with no identity provider:
1. Open an agent, then the instructions editor, and select a file whose
name contains a "." such as `SKILL.md`.
2. Paste an image into the editor.
3. The upload fails with the same error.
**Paperclip version or commit**
`master` at
|
||
|
Devin Foley
|
c62bb4b16b |
feat: environment delete with agent reassignment and consented sandbox destroy (#12053)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environments define where agent runs execute: local, SSH, or provider sandboxes > - Operators can create and edit environments, but the UI has no way to delete one > - The server already exposes `DELETE /environments/:id` and a delete-blast-radius preflight, but no UI consumes them, and a delete blocked by reusable sandbox leases gives the operator no path forward > - This pull request adds the delete flow to the environment configuration page: a preflight-driven modal that reassigns dependent agents, names the workspaces that hold blocking sandbox leases, and can destroy those sandboxes with explicit consent > - The benefit is that operators can retire stale environments from the UI without database surgery, and dependent agents move to a chosen replacement instead of silently falling back ## Linked Issues or Issue Description Refs #8554 Refs #11124 **Subsystem affected** Environments (server routes, environment runtime service, and the environment settings UI). **Problem or motivation** The environment configuration page has no delete control. The server delete endpoint exists, but nothing in the UI calls it. When reusable sandbox leases block a delete, the 409 error names no owner, so the operator cannot find the blocking workspace. Agents that use the environment as their default lose it silently through the FK `on delete set null`. **Proposed solution** Add a delete button with a confirmation modal on the environment edit page. The modal reads the delete-blast-radius preflight. It offers a dropdown to reassign dependent agents to another environment before the delete. It lists each workspace that holds a blocking reusable sandbox lease, with a link. When those leases are the only blocker, the confirm button destroys the sandboxes inline (`?destroyReusableSandboxLeases=true`) and then deletes. A failed teardown falls back to `pending_cleanup` for the sweep, so no sandbox is orphaned. ## What Changed - `ui/src/pages/CompanyEnvironments.tsx`: delete button on the edit page header, confirmation modal with agent reassignment select, lease-holder list, impact notes, and a consent-labeled destroy-and-delete action - `ui/src/api/environments.ts`: `deleteBlastRadius` and `remove` client methods; `remove` takes an optional `destroyReusableSandboxLeases` flag - `server/src/routes/environments.ts`: `DELETE /environments/:id` accepts `?destroyReusableSandboxLeases=true`; it destroys the environment's reusable sandbox leases first, but only when those leases are the sole delete blocker, then re-checks the blast radius before it deletes - `server/src/services/environment-runtime.ts`: new `destroyReusableSandboxLeasesForEnvironment` — destroys every reusable sandbox lease an environment still owns while the environment config (provider credentials) is still available - `server/src/services/environments.ts`: the delete blast radius now returns `reusableSandboxLeaseHolders` (lease id, workspace, issue) so clients can name what blocks a delete - `packages/shared/src/types/environment.ts`: `EnvironmentDeleteReusableLeaseHolder` type on the blast radius - Tests: route gating for the consent flag (destroy runs, mixed-blocker rejection, surviving-lease rejection), runtime destroy scoped to an environment, blast-radius holder join, and UI tests for the reassignment flow, holder links, and the consent button ## Verification - `npx vitest run server/src/__tests__/environment-routes.test.ts server/src/__tests__/environment-service.test.ts server/src/__tests__/environment-runtime.test.ts ui/src/pages/CompanyEnvironments.test.tsx` - Manual: open Settings → Environments → edit an environment. The trash icon opens the modal. With agents on the environment, pick a reassignment target and confirm; agents move and the environment deletes. With reusable sandbox leases, the modal names the holding workspaces and the confirm button reads "Destroy N sandboxes and delete". ## Risks - The consented path destroys provider sandboxes. It runs only when reusable leases are the sole blocker, so a delete that would still be rejected never destroys anything. A failed teardown routes to `pending_cleanup` and the delete stays blocked until the sweep resolves it. - Agent reassignment issues one PATCH per agent from the client. A mid-sequence failure leaves some agents reassigned; the reassignments are valid on their own and the UI refreshes to the actual state. - Hard blockers (managed local, instance default, pending cleanup) keep the existing 409 behavior and disable the confirm button. ## Model Used - Claude (Anthropic) — Fable 5, model id `claude-fable-5`, extended thinking, agentic tool use via Claude Code CLI. ## 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 - [ ] 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 |
||
|
Nicky LeachandPaperclip
|
63df7ad2b3 |
feat(login): use the login pseudo-terminal for Codex device login and de-Claude the shared channel (#12020)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agent adapters use provider-specific login flows > - Codex device login needs a live pseudo-terminal (PTY), while the shared channel still uses Claude-specific names > - The old streamed-exec path does not provide the prompt transport that Codex needs > - This pull request moves Codex device login to the shared login PTY and removes the dead streamed-exec path > - The benefit is one controlled login transport with fail-closed capability checks and safer credential reads ## Linked Issues or Issue Description **Problem or motivation** Codex device login used a streamed-exec path that did not provide the required prompt transport. The shared login channel also exposed Claude-specific names outside Claude code. **Expected behavior** The host selects a fixed login command from trusted adapter data. Codex login uses the provider login PTY. Providers without that capability fail closed. **Proposed solution** Use a server-controlled session home, create and validate it as a fresh 0700 directory, read credentials from one validated descriptor, and rename shared channel names to the neutral login PTY family. **Alternatives considered** Keep the shared login PTY as the single transport. Do not keep the removed streamed-exec path because it cannot provide the required prompt transport. **Roadmap alignment** This change supports the planned login transport work. It does not add a separate roadmap item. ## What Changed - Route Codex device login through the shared login PTY transport. - Select the login command from a closed internal command key. - Carry a server-controlled session home through the launch contract. - Create and validate the session home as a fresh 0700 directory owned by the login user. - Read the credential file with descriptor-relative, no-follow path walking and final descriptor checks. - Gate the login route and run lease on the provider login PTY capability. - Rename shared channel names to the neutral login PTY family. - Remove the streamed-exec transport value, selector field, driver branch, and related tests. - Hide Codex login in the user interface when the provider lacks the login PTY capability. ## Verification - Server unit suites pass: 89/89. - Adapter-utils suites pass: 262/262. - Codex-local suites pass: 326/326. - Credential-read reader suite passes: 20/20. - Daytona login PTY suite passes: 30/30. - Device-login suites pass: 56/56. - TypeScript checks pass for server, adapter-utils, and UI. - GitHub Actions must pass after pull request creation. - Greptile review must reach 5/5 with no open P2 findings, recommendations, or follow-ups. ## Risks - Providers without a login PTY capability lose Codex login support by design. - The credential read rejects invalid ownership, mode, type, path, and size. - The launch-time sandbox directory race remains outside the threat model because the login runs inside the sandbox and a hostile sandbox already controls its credential. ## Model Used OpenAI Codex, GPT-5, tool use and code review assistance. The exact context window and reasoning mode are not exposed by the 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> |
||
|
Devin Foley
|
db4defdfbf |
feat: operator-configurable settings visibility via PAPERCLIP_HIDDEN_SETTINGS (#11823)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - The instance settings surface (Access, Plugins, Adapters, General,
Experimental) assumes the person at the keyboard operates the whole
instance
> - Operators who host Paperclip for others — a managed cloud or an
internal shared server — expose settings pages and toggles that do not
apply to their deployment, and the related mutation APIs stay open
> - A hosted tenant can open Plugins or Adapters, try an action, and hit
a confusing failure, because only a few hardcoded platform floors exist
> - This pull request adds a generic, operator-configured visibility
mechanism: one env var hides declared settings surfaces in the UI and
floors their mutation routes with a stable 403 code
> - The benefit is a clean hosted-tenant settings surface for any
operator, with zero behavior change for normal self-hosted instances
## Linked Issues or Issue Description
**Subsystem affected**
Instance settings (server routes and UI), the shared settings registry
in `packages/shared`, and the `/api/health` bootstrap payload.
**Problem or motivation**
An operator who hosts Paperclip for other people cannot hide settings
surfaces that the platform manages. Tenants see Access, Plugins, and
Adapters pages, backup retention, and host-level experimental toggles
that do nothing useful for them. The mutation APIs behind these surfaces
also stay open, so a tenant admin can attempt actions the platform must
control. ROADMAP.md names a cleaner shared deployment story as a goal
("Teams should be able to run the same product in hosted or semi-hosted
environments without changing the mental model").
**Proposed solution**
Add a declarative registry of hideable settings surfaces and one env
var, `PAPERCLIP_HIDDEN_SETTINGS`. The server parses the list at boot,
reports it on `/api/health`, and rejects value-changing writes to hidden
surfaces with a stable `settings_operator_managed` 403 code. The UI
reads the list from the health payload and removes the hidden pages,
sections, and toggles from navigation, routes, and page content. Unknown
keys warn and are ignored, so one list can roll across a fleet with
mixed app versions. With the variable unset, behavior is byte-identical
to today.
**Alternatives considered**
- Hardcode the hidden set for cloud instances in this repo: rejected,
because each hosting operator needs a different policy, and policy does
not belong in shared code.
- Deliver the hidden set through the managed-config document: rejected,
because that channel is cloud-specific and fail-closed on unknown
fields; a plain env var works for any operator, including self-hosted
shared servers.
- Lock the controls with a badge instead of hiding them: rejected for
these surfaces, because they are meaningless to tenants, not merely
platform-controlled; the existing managed-overlay lock stays the right
tool for controlled flags.
**Roadmap alignment**
Supports the "shared deployment story" item in ROADMAP.md: hosted and
semi-hosted deployments keep the same product with a settings surface
that matches what the tenant can actually do.
## What Changed
- New `packages/shared/src/settings-visibility.ts`: registry of hideable
surfaces (every instance settings page — profile, environments, access,
heartbeats, experimental, plugins, adapters; every Instance → General
section; every experimental flag as `instance.experimental.<key>`), the
`PAPERCLIP_HIDDEN_SETTINGS` parser, and the `settings_operator_managed`
error code. The General page stays visible as the settings root and
redirect target.
- New `server/src/services/settings-visibility.ts`: parse-once accessor;
unknown keys log one warning and are ignored.
- `/api/health` reports `hiddenSettings` on every response shape; the
field is omitted when nothing is hidden.
- Server floors on hidden surfaces, with same-value echo tolerance (the
`executionMode` precedent): field-backed general sections and
experimental keys reject value-changing PATCHes, and hiding the whole
Experimental page floors every toggle; plugin lifecycle and config
writes, adapter management writes, and the Access admin routes (reads
included) return 403 `settings_operator_managed`. Reads the app itself
needs (plugin `ui-contributions`, adapter metadata, plugin job trigger)
stay open. Pages without instance-scoped mutation routes are hidden in
the UI only.
- UI: new `useHiddenSettings` hook and `HiddenSettingsPageGate` route
gate (hidden pages redirect to the settings root); the settings sidebar
and tab bar drop hidden entries; remembered settings paths remap to the
default page; `InstanceGeneralSettings` skips hidden sections; every
`ExperimentalToggleCard` now carries its flag key and renders nothing
when hidden.
- Removed the dead `InstanceSidebar` component (referenced only by its
own test).
- Docs: `docs/deploy/environment-variables.md` documents the variable
and the key registry.
## Verification
- `pnpm vitest run` over the new and extended suites: shared registry
and parser, representative floor tests per route class (changed-value
403, same-value echo 200, unset env 200, page-level Experimental
hiding), the health field, the route gate, nav filtering, and
section/card hiding with one hidden example per surface kind — 168 tests
pass.
- Full root `pnpm typecheck` passes.
- Manual: booted a server with the variable set. `/api/health` lists the
keys; an unknown key logs one warning and the server boots; hidden pages
redirect; hidden sections and cards do not render; hidden-field PATCH
returns 403 with `details.code = "settings_operator_managed"`; a
same-value echo returns 200. Unset the variable: the full settings
surface returns and responses are byte-identical to master.
## Risks
- Low risk for self-hosted instances: with the variable unset, the
hidden set is empty, the health field is omitted, and no floor
activates.
- Flooring plugin config writes assumes hosted deployments configure
plugins through the platform. If a future bundled plugin needs
tenant-entered config, the floor needs a narrow carve-out.
- Hidden-key floors tolerate same-value echoes, so API clients that
round-trip full GET responses keep working.
- Hiding a toggle does not change its value; operators pair hiding with
the desired default where the value matters.
## Model Used
Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and
agentic tool use, driven through the Claude Code CLI (file edits, test
execution, and live-server verification loops).
## 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
|
||
|
Michael Nguyen
|
0fa318b8da | feat(artifacts): bridge Markdown work products into the document review surface (#11822) | ||
|
DottaandPaperclip
|
e826188e82 |
refactor(settings): unify settings and speed up exports (#11789)
## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Operators use the settings area to control a company and its Paperclip instance. > - The current navigation separates related settings and uses duplicate instance pages. > - Company exports also do independent reads in sequence and do extra work for previews. > - Hardened workspace commands can differ from their saved command after loopback binding. > - This pull request makes these related operator workflows consistent and faster. > - The benefit is one clear settings area, faster exports, and stable runtime command matching. ## Linked Issues or Issue Description Refs #338 Related: #9834 **What existing behavior does this improve?** This improves the company settings UI, company export preparation, and workspace runtime command matching. **Current behavior** Company and instance settings use separate navigation and duplicate pages. Export preparation reads many independent records in sequence. Preview generation can also build an unused organization image. A command with a forced loopback bind can fail to match its saved runtime command. **Proposed behavior** Use one settings navigation and put general instance controls on the company General page. Load independent export data with bounded concurrency, skip unused preview image work, and load the export page only when it is needed. Treat the loopback-bound form of a command as the same runtime command. **Reason and benefit** Operators get one clear settings area. Large company exports need fewer serialized reads. Export previews and initial UI loads do less work. Hardened runtime services remain linked to their saved command definitions. **Breaking changes** The obsolete instance General URL redirects to the unified settings page. Access and Heartbeats remain available, and legacy bookmarks keep their destinations. No API response shape or database schema changes. ## What Changed - Unified company and instance settings navigation and removed duplicate instance settings pages. - Embedded general instance controls in the company General page and kept access-sensitive navigation behavior. - Preserved instance Access and Heartbeats controls in the unified navigation and normalized old bookmarks to those destinations. - Improved environment and access-state handling when workspace seed requests overlap. - Added bounded export reads, a lighter preview path, deferred export preparation, and lazy export-page loading. - Matched loopback-bound runtime commands to their saved command definitions. - Added focused shared, server, and UI regression tests. ## Verification - `pnpm exec vitest run <18 changed test files>`: 18 files and 256 tests passed. - `pnpm check:token-gates`: passed all four token gates. - `pnpm -r typecheck`: passed for all workspace projects. - `pnpm build`: passed for all workspace projects. - `pnpm test:run`: tests ran without a reported failure, but the runner did not close after the server handoff tests. The process closed with status 0 after an interrupt. - Focused latest-head route tests: 2 files and 4 tests passed. - GitHub latest-head checks: all completed without failure. - Greptile: 5/5 with no unresolved review threads. ## Risks - Medium risk: settings routes and navigation changed across several operator roles. - Medium risk: bounded export concurrency increases simultaneous database reads. The limits stay below the normal pool size. - Low risk: runtime command matching accepts only the known Tailscale HTTPS loopback transformation. - No migrations are included. > 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 with a GPT-5-family coding model. The runtime does not expose the exact deployed model ID or context-window size. Reasoning, tool use, and local code execution were enabled. ## 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details Exception: This task requires the existing execution branch. The harness does not permit a branch rename. - [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> |
||
|
Nicky LeachandPaperclip
|
b8a76081ec |
feat(environments): expose boot-relevant drift attribution in the custom-image overview (#11751)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip lets operators prepare and use custom images for sandbox environments > - The custom-image overview detected drift but did not show which boot source changed > - Operators need the changed field and values to understand why a template no longer matches > - This pull request adds safe drift attribution to the overview API and the out-of-sync banner > - The benefit is faster diagnosis without exposing secrets or internal snapshot data ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (server and UI). **Problem or motivation** The custom-image overview reported drift without identifying the changed boot source. Operators had to inspect other data to find the cause. **Proposed solution** Return a classified drift summary with changed paths and their prior and current values. Show the boot-source field in the UI banner. Keep legacy templates and unclassified drift on the generic message. **Alternatives considered** The change does not expose the full snapshot or fingerprint. This keeps the overview contract small and avoids secret disclosure. **Roadmap alignment** The change supports the existing custom-image environment workflow and does not duplicate a roadmap item. ## What Changed - Add `activeTemplateDrift` to the custom-image overview response. - Classify drift as `boot_source_drift`, `knob_only`, or `unclassified`. - Return drifted paths with safe `from` and `to` values. - Show the changed boot-source field and values in the out-of-sync banner. - Keep legacy templates fail-closed and exclude secrets, fingerprints, and raw snapshots. - Add server and UI tests for the new behavior. ## Verification - `npx vitest run server/src/__tests__/environment-custom-images-service.test.ts` passes with 27 tests. - `npx vitest run ui/src/pages/CompanyEnvironments.test.tsx` passes with 27 tests. - `pnpm --filter @paperclipai/ui exec tsc --noEmit` passes. - Review the overview response and banner cases for boot-source, knob-only, and legacy drift. ## Risks The overview response gains one optional field. Legacy templates remain compatible because they return `unclassified` and keep the generic banner. The service excludes secret values, fingerprints, and raw snapshots. ## Model Used OpenAI Codex, GPT-5, tool use and code execution enabled. The model reviewed the handoff and managed the pull request. ## 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] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Nicky LeachandPaperclip
|
e0b64529b3 |
feat(auth): normalize agent login in the sandbox onto one session table and a capability contract (#11730)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Sandbox agents need a safe login path for each supported adapter > - Codex device login and Claude setup-token login used separate session stores and route logic > - Separate stores made session lookup, expiry, and login capability checks harder to keep consistent > - This pull request unifies both flows on one session table and one capability contract > - The benefit is one company-scoped login model with public session identifiers and shared lifecycle rules ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (multiple of the above) **Problem or motivation** Codex and Claude sandbox login used separate session stores and different route paths. This split increased the risk of inconsistent company scoping, session lookup, and cleanup. **Proposed solution** Use `adapter_auth_sessions` for both login flows. Use public session identifiers for API access. Select login behavior from projected adapter capability data. Share the route spine, lease arguments, runner lifecycle, and reaper rules. **Alternatives considered** Keep two session tables and add matching fixes to both routes. This keeps duplicate logic and does not provide one capability contract, so this pull request uses shared infrastructure. **Roadmap alignment** This change supports the shipped Cloud / Sandbox agents milestone in `ROADMAP.md`. ## What Changed - Unify Codex device login and Claude setup-token login on `adapter_auth_sessions`. - Return and look up sessions with company-scoped public session identifiers. - Enforce one active session for each company, owner, and adapter. - Share the login route spine, sandbox lease arguments, runner lifecycle, and missing-auth check. - Add a standalone setup-token reaper with adapter-specific row selection. - Add optional login capability projection for adapters and drive route and UI selection from that data. - Rename the provider flag to `supportsLoginPty` and validate its deprecated alias. - Remove the old Claude setup-token session table and add the required migrations. ## Verification - Server typecheck passed with `tsc`. - Database typecheck passed. - UI typecheck passed with `tsc -b`. - Codex login service and route suites passed. - Setup-token session, route, and reaper suites passed. - Adapter session schema, plugin validator, capability projection, UI render, and Daytona suites passed. - GitHub Actions must confirm the complete CI gate after pull request creation. ## Risks - The migrations remove short-lived in-flight login rows during deployment. A login that spans the migration can continue until its provider lease expires. - The Codex credential store remains company-scoped. A cross-owner credential race remains a documented, board-accepted risk. - API clients that use internal session row identifiers no longer work. The API accepts only public session identifiers. ## Model Used Codex, GPT-5, exact runtime model ID not exposed in this handoff, large context window, reasoning, and repository tool use. The implementing engineer produced the code with AI assistance. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
a2bf936f9a |
feat(workspaces): sign the workspace login handoff and gate readiness (#11671)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Managed worktree services run isolated Paperclip instances with cloned databases. > - A reachable service was reported as ready even when its database, runtime identity, or login path was not usable. > - The first candidate added verified database seeding and managed repair in #11665. > - This pull request consolidates that candidate with signed login handoff and a complete readiness contract. > - Post-QA fixes close five defects in repair identity, repair responses, UI retry, seed journal handling, and seed-source trust. > - The benefit is a workspace that either opens safely or reports one accurate recovery action. ## Linked Issues or Issue Description No public GitHub issue exists for this work, so the problem is described here. **What happened** Managed workspace URLs could return HTTP 200 and report ready while login failed. QA also found cases where repair used the wrong instance identity, returned a generic error, left the UI stuck, rejected a safe journal lag, or trusted a mutable workspace manifest. **Expected behavior** Opening a ready workspace signs the board user in to the correct isolated instance. Provisioning and repair use a registered source and report a structured recovery state. **Actual behavior** Entry depended on a password copied into the clone. Several failure paths could publish stale readiness, hide the repair precondition, or trust state that the workspace could modify. **Additional context** This pull request includes the commits first published in #11665. That pull request keeps the original base head for review history. This consolidated pull request is the merge candidate. Related open readiness work includes #11575 and #11621. ## What Changed - Adds a short-lived, signed, single-use login ticket. It binds the user, workspace, instance, and runtime origin. - Exchanges the ticket through Better Auth. It creates the session and cookie through the supported adapter path. - Adds protected workspace readiness fields for the database, clone data, login handoff, seed phase, and runtime identity. - Fails readiness closed when the guest has no company or execution-workspace binding. - Binds ticket issuance to the exact cloned user and active company membership selected for the handoff. - Verifies every current active board identity through the exact-user handoff before publication or reuse. - Gates managed runtime publication on the readiness contract and the recorded worktree instance identity. - Refreshes runtime work products from the live runtime row after a port change. - Adds one workspace access card with ready, degraded, repairing, and failed states. - Uses the runtime response identity for repair. It returns structured repair precondition errors. - Lets a valid source journal lag converge during provisioning. - Binds seed and repair manifests to a source registered outside the agent-writable worktree. - Clears recovered UI errors so a successful retry can open the workspace. - Makes runtime tests register canonical sources and avoid ports owned by live host listeners. - Keeps Vitest on source suites when compiled `dist` trees exist. - Isolates CLI and adapter tests from ambient AWS and runtime API environment variables. - Preserves a 404 response for cross-company workspace ID lookups before runtime authorization. - Makes concurrent single-flight coverage independent of path-canonicalization scheduling order. ## Verification The following checks passed on the integrated head: ```sh pnpm -r typecheck pnpm build pnpm check:token-gates pnpm --filter @paperclipai/db check:migrations ``` - The server source lane passed 420 files and 4,953 tests. Five tests were skipped. - The CLI lane passed 57 files and 385 tests. - The database lane passed 26 files and 97 tests. - The shared package passed 58 files and 506 tests. - The adapter utility lane passed 640 tests. Four tests were skipped. - The Claude adapter passed 220 tests. One test was skipped. - The Codex adapter passed 323 tests. - The OpenClaw adapter passed 13 tests. - The OpenCode adapter passed 42 tests. - The plugin SDK passed 45 tests. - The workspace runtime suite passed 124 tests. - The caller-scoped readiness and handoff suite passed 52 tests. - The workspace provisioning shell suite passed 7 tests. - The runtime exposure suite passed 17 tests while live host mappings occupied fixed test ports. - `git diff --check` passed and the worktree is clean. The serialized route lane will run in GitHub CI with its normal shards. No deployment or active-workspace migration was performed. ## Risks - This is a medium-risk authentication and runtime-readiness change. - The login ticket uses exact origin, workspace, instance, and user binding. It has a short expiry and a one-time nonce. - Runtime publication is stricter. A real readiness, identity, per-user handoff, or control-plane database disagreement now blocks publication. - This pull request supersedes #11665 as the merge candidate. Close #11665 after this pull request merges. - No new database migration is included. The lockfile and workflow files are unchanged. - Deployment and active-workspace migration are intentionally outside this pull request. > 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 Claude Opus 5 (`claude-opus-5[1m]`), 1M context, extended thinking, tool use, and code execution produced the main candidate. OpenAI GPT-5 (`gpt-5`) through Codex, with agentic reasoning, tool use, and code execution, integrated the post-QA fixes and hardened the test gates. The Codex context-window size was not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Nicky LeachandPaperclip
|
120ae5428f |
feat(server): add a one-click relink action for detached custom-image templates (#11641)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip environments can use captured custom images for agent runs > - A configuration fingerprint change can detach a valid custom-image template > - Operators need a safe way to confirm that the image still matches the boot source > - This pull request adds a guarded relink action with drift classification and audit logging > - The benefit is a deliberate relink without a new sandbox boot or provider snapshot ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting environment, server, and UI behavior. **Problem or motivation** A custom-image template detaches when the environment configuration fingerprint changes. The runtime then uses the base image, even when the boot source did not change. The only prior remedy required a full re-capture. **Proposed solution** Add an operator-triggered relink action. Classify configuration drift from a server-owned boot-relevant snapshot. Relink knob-only drift without confirmation. Require explicit confirmation for boot-source or unclassified drift. Guard the route for instance administrators and record a safe activity event. **Alternatives considered** Keep requiring a full re-capture. This adds a sandbox boot and provider snapshot for cases where the image remains correct. **Roadmap alignment** The roadmap has no matching custom-image relink item. This change addresses an environment operation gap. **Additional context** The relink response exposes raw drift values only in the transient 409 response to the instance administrator. The service never persists or logs fingerprints or configuration values. Reserved identity-path segments fail closed. ## What Changed - Add `relinkActiveTemplate` with drift classification and conditional fingerprint update. - Persist a server-owned boot-relevant configuration snapshot during capture. - Add the guarded relink route with strict request validation and activity logging. - Add the relink action and confirmation flow to the environment page. - Add service, route, UI, and OpenAPI coverage. ## Verification - Run the focused service suite: `pnpm vitest run server/src/services/environment-custom-images-service.test.ts`. - Run the focused route suite: `pnpm vitest run server/src/routes/environment-custom-image-routes.test.ts`. - Run the focused UI suite: `pnpm vitest run ui/src/pages/CompanyEnvironments.test.tsx`. - Run server and UI TypeScript checks. - Confirm the OpenAPI snapshot matches the new route. - Confirm all required GitHub checks pass on commit `e46fdcfe94a719be854adf8849d30714e5b70b93`. - Confirm Greptile reports 5/5 with no unresolved review threads. ## Risks The relink action can keep an image after configuration drift. The service requires explicit confirmation for boot-source or unclassified drift. Reserved path segments produce a safe unresolved marker and never enter stored values. ## Model Used OpenAI GPT-5 Codex. The model used repository inspection, GitHub operations, and PR preparation with tool use and code execution. The runtime did not expose a context-window value or a separate reasoning-mode value. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
8087661bb8 |
fix: bound workspace Git scans (#11572)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Workspaces let users and agents inspect files that belong to an issue > - Changed-file views use full-tree Git status scans > - Many issue views could start those scans at the same time and make the server unresponsive > - Route-level limits did not protect the process or coalesce work for one repository > - This pull request adds one bounded scheduler for every expensive workspace Git scan > - It also starts browser scans only when the file panel is open and visible > - The benefit is bounded child-process use and responsive health checks during request storms ## Linked Issues or Issue Description **What happened?** Many changed-file requests could start full `git status --porcelain=v1 -z --untracked-files=all` scans at the same time. One production incident produced about 270 direct Git child processes. The Node process stayed alive but stopped answering health requests in time. **Expected behavior** Paperclip must bound expensive Git work across all companies, actors, issues, repositories, and browser tabs. Duplicate requests for one worktree must share work. Excess requests must fail fast with a retryable response. Hidden or closed file panels must not start scans. **Steps to reproduce** 1. Open changed-file views for many issue and actor keys. 2. Send requests for two large workspace roots at the same time. 3. Observe that route-level limiter keys allow many full Git scans to run together. 4. Observe delayed health responses and accumulated Git children. **Paperclip version or commit** Reproduced on master before commit `43ab441f0f`. **Deployment mode** Self-hosted server with local workspace repositories. ## What Changed - Add a process-wide scheduler with configurable concurrency, queue capacity, timeout, and cache TTL. - Add fair admission, a bounded queue, canonical worktree keys, single-flight joins, and bounded result caching. - Add subprocess timeouts, TERM-to-KILL escalation, bounded output, waiter cancellation, and slot cleanup. - Route full-tree status work from file resources, workspace runtime, execution workspaces, and adapter overlay sync through the scheduler. - Return stable retryable `503` and `504` error codes for saturation and timeout. - Add structured logs with safe workspace hashes, durations, queue state, cache use, joins, and terminal outcomes. - Gate UI queries on panel and document visibility. Cancel queries on close, hide, unmount, and workspace change. - Disable focus and reconnect bursts. Keep one explicit refresh action and a retryable unavailable state. - Document the 10-second default freshness tradeoff and all configuration variables. - Add unit, route, UI, adapter, and deterministic 500-request load coverage. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm check:token-gates` - `pnpm --filter @paperclipai/server exec vitest run src/services/workspace-git-operation-scheduler.test.ts src/__tests__/file-resources-git-scan-load.test.ts --reporter=dot` — 16 tests passed. - `pnpm --filter @paperclipai/ui exec vitest run src/components/WorkspaceFileBrowser.test.tsx src/lib/page-visibility.test.ts --reporter=dot` — 38 tests passed. - `pnpm --filter @paperclipai/adapter-utils exec vitest run src/git-workspace-sync.test.ts --reporter=dot` — 16 tests passed. - Existing file-resource, workspace-runtime, and execution-workspace regression selections passed. - Two cleanup safety regressions prove failed scans preserve the worktree before archive and at the final deletion fence. - Before: the incident produced about 270 Git children and health requests timed out. - After: 500 concurrent requests across 500 issue keys, 73 actors, and two roots started two underlying scans. Peak scan concurrency was 2. All 500 requests succeeded. Health p99 was 4.94 ms. The harness found zero unreaped children. - The full local Vitest run passed 4,267 tests. Ten existing fixed-port HTTPS exposure tests could not run because this host already owns Tailnet listeners on ports 42000 and 52000. Clean GitHub CI is the final full-suite result. - Latest-head GitHub CI passed all required test, typecheck, build, canary, e2e, policy, and security gates. - Greptile completed at 5/5 with zero unresolved comments, recommendations, or follow-ups. ## Risks - Changed-file results can be up to 10 seconds old by default. Explicit refresh remains available. - A full queue returns a retryable `503` instead of waiting without a bound. - A scan that exceeds the default 8-second deadline returns a retryable `504` and terminates its process group. - Operators can tune all limits with documented environment variables. Safe defaults protect local and shared servers. > 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, GPT-5 family. The runtime does not expose the exact deployment ID or context-window size. High reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Nicky LeachandPaperclip
|
c1c46f1e4e |
feat: Claude login on the new-agent page before agent creation (#11347)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Claude local adapter supports subscription login through a sandbox > - The new-agent page must show login before the user creates an agent > - Test results must not expose raw sandbox diagnostics or secret values > - This pull request adds the login UI to both Test lanes and closes the diagnostic boundary > - The branch also adds durable cleanup recovery for failed sandbox teardown > - Reusable sandboxes must retain both their recorded teardown configuration and a valid lifecycle path until destruction succeeds > - The benefit is a usable login flow with fixed public checks, redacted server logs, and recoverable sandbox cleanup ## Linked Issues or Issue Description Related public work: [#9488](https://github.com/paperclipai/paperclip/pull/9488) adds first-class recognition for `CLAUDE_CODE_OAUTH_TOKEN` in headless and remote runs. Related public issue: [#2681](https://github.com/paperclipai/paperclip/issues/2681) requests Claude Code subscription support. This pull request adds the login transport and new-agent UI flow that those changes do not provide. **Subsystem affected:** Claude local adapter, server login probes, sandbox provider setup, cleanup recovery, and the new-agent UI. **Problem or motivation:** The Test lanes did not show the sandbox login panel in all supported cases. Test results also exposed raw probe diagnostics, and JSON escapes could end secret redaction early. **Proposed solution:** Surface the login capability through the bundled provider manifest. Prepare the same probe runtime in the ACP lane. Send diagnostics only to redacted server logs. Keep Test checks on fixed public messages. Normalize login URL hints to allowlisted HTTPS Claude and Anthropic hosts. Consume JSON escapes during redaction. Preserve failed sandbox cleanup state across retries and restarts, and prevent deletion from severing the lifecycle context of a live reusable sandbox. **Alternatives considered:** Keep raw diagnostics in Test checks or trust login URL text from the sandbox. Both choices increase information exposure. Keep separate probe behavior in the ACP lane. That choice would leave the two Test lanes inconsistent. ## What Changed - Surface the sandbox login panel on both Test lanes. - Reconcile the bundled Daytona plugin manifest so `supportsSetupTokenLogin` reaches the UI capability gate. - Prepare the ACP Test lane with the same probe runtime as the CLI Test lane. - Add the `claude_acp_login_probe_unavailable` warning when the ACP probe cannot run. - Send raw sandbox diagnostics only to redacted server logs. - Keep Test checks on fixed public messages in the ACP, managed-config, and CLI paths. - Normalize login URL hints to allowlisted HTTPS Claude and Anthropic hosts. - Redact JSON and escaped-JSON secret values, including escaped quotes and backslashes. - Preserve orphan cleanup records across provider failures, restarts, and unavailable plugins. - Atomically block environment deletion while a live reusable sandbox lease still depends on it. - Verify pending cleanup destroys plugin sandboxes with the provider configuration recorded on the lease, even after the current environment configuration changes. ## Verification - Head under review: `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241`. - Focused environment route/service/runtime coverage passes: 196 tests across 3 files. - `pnpm -r typecheck` passes. - `pnpm build` passes. - The full Vitest run completed with 4,754 passing and 28 failing tests. All 23 source-test failures reproduce unchanged on parent head `58cfe61a33191ce03d965d65085d26064b4888ba`; the other 5 are duplicate executions from stale `server/dist` output. The failures are unrelated macOS path/listener and scheduler-fixture failures, so there is no new bad commit for bisect to localize. - All required CI checks pass for the current head, including build, typecheck/release registry, all server and workspace shards, serialized server suites, canary, and e2e. - A fresh Greptile review for `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241` reports 5/5, “safe to merge,” with no blocking failure remaining. ## Risks - A probe or redaction change could hide useful server diagnostics. - An allowlist change could reject a valid Claude login URL. - Cleanup recovery changes could affect provider teardown ordering. - An environment with a live reusable sandbox can no longer be deleted until the owning issue or execution workspace completes teardown. - The implementation keeps public Test messages fixed and sends detail to redacted server logs. ## Model Used OpenAI GPT-5 via Codex — exact model ID: GPT-5; tool use and code execution enabled; extended reasoning enabled. The implementation author used AI-assisted development. ## 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 documented the result - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation or confirmed no separate documentation change is needed - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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TonioandClaude Opus 5
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327f59cac2 |
refactor(ui): key the company list by account (#11488)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Which companies a person belongs to is an authorization fact the server owns, and the UI caches the answer for speed > - It cached that answer under one `["companies"]` key with no account attached, while `main.tsx` sets `staleTime: 30_000` for every query > - So for thirty seconds after an account change, one person's list answered questions asked about another, arriving with no loading state and no error > - Three separate consumers each grew their own defense against this, and each was a place to forget one > - This pull request keys the entry by account, so a list belonging to someone else is not distrusted but unreachable > - The benefit is that the protection stops depending on every future consumer remembering to defend itself ## Linked Issues or Issue Description No public issue exists. Refs #11380, #11382, #11417, #11430. The problem follows. **What happened?** The company list lived in a single cache entry, `["companies"]`, carrying no record of which account it was fetched for. Combined with the app-wide 30s `staleTime`, any read within that window after an account change returned the previous account's list — from cache, with no request, no loading state and no error. Every consumer that treats the list as an authorization fact had to know this and defend itself: - `InviteLanding` reads it to decide whether you already belong to the inviting company (#11417). - `OnboardingWizard` reads it to decide whether a saved draft belongs to you (#11382, merged). - `CompanyProvider` reads it to pick and persist your active company (#11430). All three defenses are correct. The problem is structural: the fourth consumer has to invent a fourth one. **Expected behavior** A cached company list can only answer questions about the account it was fetched for. **Steps to reproduce** 1. On a self-hosted instance in `authenticated` mode, sign in as account A, which belongs to company X. 2. Within thirty seconds, have account B become the session in that tab — a second tab signing in, or A's session lapsing server-side. 3. Any consumer reading the company list receives A's list, and nothing in the query result indicates it is not B's. **Paperclip version or commit** `master` at `ac91b7f3b`, which includes #11430. ## What Changed - `ui/src/lib/queryKeys.ts` — `companies.list(userId)` replaces `companies.all` as the list's entry. `companies.all` remains the prefix, so it still matches for invalidation. - `ui/src/api/companies-query.ts` — `companyListQueryOptions(userId)` builds the keyed options; `useCompanyListQuery()` is the only observer entry point and holds until the session settles, because the key cannot be built before then; `fetchCompanyListForCurrentAccount(queryClient)` covers imperative paths; `useAccountIdentity()` exposes the session identity the key is built from. - `ui/src/api/companies-query.ts` — the `/companies` detach moved into the query function. - `ui/src/context/CompanyContext.tsx` — drops the session-watching refetch machinery the key now makes unnecessary (`removeQueries`, the explicit replacement fetch, the awaiting gate). It still clears the live selection on an account change, because that is component state and does not change key with the query. - `ui/src/pages/InviteLanding.tsx`, `ui/src/components/OnboardingWizard.tsx` — read through the account-aware API. - Tests — the account-keyed guarantee, prefix invalidation still reaching the list, the detach inside the query function, and updates where suites seeded the old shared key. ### The existing defenses are deliberately left in place The per-consumer gates in #11382, #11417 and #11430 are now belt and braces. They are also what will catch this refactor if it is wrong somewhere, so removing them in the same change that moves the foundation would be the wrong order. Simplifying them is a follow-up, once this has proven itself. ### Why `retry: 1` appears in CompanyProvider An earlier measurement on #11430 found a retry on the replacement fetch changed no outcome, because `removeQueries` made the observer rebind and issue a second request for free. Keying by account removes that mechanism and the free attempt with it. The retry now carries the property the incidental refetch used to — a single blip during an account change should not leave the customer with no companies until they find "Try again". #11430's test for that property is unchanged and still passes, which is how the gap was caught. ### A regression this went through, kept for the record Gating the query on the session settling meant that while the account was unknown the query was *disabled*, and a disabled query reports `isLoading: false` with no data — which the provider defaults to an empty list and reads as "asked, and owns nothing". That is the destructive branch #11477 had just fixed, reached through a different door: it would have cleared the customer's stored company on every cold boot. #11477's test caught it during the rebase. `useCompanyListQuery` now reports the wait for the account as part of the wait for the list. ### What this does not do It does not scope the rest of the per-account cache. `["companies", id]`, stats, and every other account-scoped entry still survive an account change; that is the cache-lifetime work in #11380. ## Verification - `pnpm vitest run` in `ui`: **4018 passed, 1 failed**. - `pnpm tsc -b` in `ui`: clean. - `companies-query.test.ts`: 6 passed. `CompanyContext.test.tsx`: 17 passed. `OnboardingWizard.test.tsx`: 13 passed. `InviteLanding.test.tsx`: 13 passed. The failure is the pre-existing timezone-dependent `IssueProperties.test.tsx`, fixed by #11478. Two behaviours are asserted rather than assumed, because the refactor is only safe if they hold: that invalidating the `companies` prefix still marks the account-keyed list stale (19 call sites depend on it), and that the query function detaches the in-flight `/companies` request before fetching. **Not done:** no manual two-account run in a browser. The path needs two accounts on an `authenticated` instance, which a local dev instance cannot exercise. ## Risks Moderate, and worth reading before approving. **It touches `InviteLanding.tsx`, which #11417 also modifies**, so one of the two will need a rebase — the conflict is mechanical (both change how the same query is read). This was #11481, which GitHub closed automatically when its base branch (#11430's) was deleted on merge; reopening a pull request whose base branch is gone is not permitted, so it continues here against `master` with the same head and the same review already recorded on #11481. **The list now waits for the session query.** The key cannot be built before the account is known. In the app the session is already fetched at boot by many components, so this is a dependency rather than an extra request, but it does serialize: on a cold boot the list waits for the session to land. Every test that renders a company-list consumer now needs a session in the cache, which is why several suites gained a seed. **A missing mock surfaces as a passing gate rather than an error.** The detach inside the query function meant suites whose `companiesApi` mock lacked `detachInflightList` had their query function throw, which read as "decided" in the onboarding gate and mounted the wizard early. Fixed in the affected suites; worth knowing as a failure mode. ## Model Used Claude Opus 5 (`claude-opus-5`), through Claude Code. Extended thinking enabled. Tool use enabled: file read and edit, shell for typecheck and test runs. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
|
ac91b7f3b2 |
fix(ui): scope the company selection to the signed-in account (#11430)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Every company-scoped screen reads the active company from `CompanyProvider`, which picks one from the `["companies"]` list and remembers it in localStorage > - That cache entry is shared app-wide and carries no account identity, so it survives a change of account in the tab > - The provider therefore auto-selects from whatever list is cached, which can belong to the account that just went away > - This pull request makes the provider watch the account and refuse to derive a selection from a list fetched for a different one > - The benefit is that the app stops pointing at a company the signed-in account may not be able to see ## Linked Issues or Issue Description No public issue exists. Refs #11380, #11382, #11417. The problem follows. **What happened?** `CompanyProvider` auto-selects a company from the shared `["companies"]` cache entry and writes that id to `localStorage`. Nothing ties that entry to an account. When the account changes in the tab, the previous account's list is still served, so the provider can select — and persist — a company belonging to the account that just went away. Company-scoped screens then render against a company the current account may not be able to see. Signing in through `Auth.tsx` invalidates the entry, so the in-app sign-in path is covered. Two paths are not: a session that lapses server-side, and a second account signing in on another tab. The sign-out sweep in #11380 does not cover them either, because neither presses the sign-out button. **Expected behavior** The company selection is derived only from a company list fetched for the account that is signed in now. **Steps to reproduce** 1. On a self-hosted instance in `authenticated` mode, sign in as account A, which belongs to company X. 2. In a second tab, sign in as account B, which does not belong to company X. 3. Return to the first tab. The session query refetches and reports account B, while the company list is still account A's. 4. The provider keeps company X selected and leaves its id in `localStorage`. **Paperclip version or commit** `master` at `6542ad1f4`. ## What Changed - `ui/src/context/CompanyContext.tsx` — the provider observes `queryKeys.auth.session`. On a change of session user it clears the live selection, removes the shared company list, and holds auto-select until a list fetched for the new account lands. The stored id is left alone on purpose: `resolveBootstrapCompanySelection` re-validates it, so an account signing back in keeps its company while an unrelated account cannot inherit it. - `ui/src/context/CompanyContext.tsx` — an errored list is treated as undecided rather than as "no companies". With `retry: false` a single network blip sticks, and the empty-list branch read it as proof the account owns nothing and cleared the stored selection. - `ui/src/api/client.ts` — new `detachInflightGet(path)`. GET coalescing keys on the request path alone, so a `/companies` request issued under the previous session could be joined by the replacement fetch and answer it with the previous account's companies. Detaching leaves that request to settle for its own callers and makes the next call issue a fresh one. - `ui/src/api/companies.ts` — `companiesApi.detachInflightList()` wraps that for the list path. - `ui/src/context/CompanyContext.tsx` — `companyListUnavailable` separates "no usable list because a request failed" from "this account owns nothing", and `retryCompanies` gives a recovery action that fetches. Both are derived from the query rather than tracked beside it; a second copy of "did the last attempt succeed" drifted out of step during review, reporting a failure over a later empty list that was simply the truth. - `ui/src/components/SidebarCompanyMenu.tsx` — renders "Couldn't load companies" and a Try again item in place of "No companies", which is a claim about the account that a failed request cannot support. This is the menu `Sidebar` mounts, so it is the only place a customer can act on the failure. - `ui/src/components/CompanySwitcher.tsx` — the same treatment. The application does not render this component (its only mount is a Storybook story), so it is kept in step rather than relied on. - `ui/src/context/CompanyContext.test.tsx`, `ui/src/components/SidebarCompanyMenu.test.tsx`, `ui/src/api/client.test.ts` — coverage for the account switch, a same-account re-observation not churning, the detached GET, the failed replacement and its recovery, a single blip self-healing, unavailability not outliving the failure, and the sidebar rendering the recovery action for a failure but plain "No companies" for an account that owns nothing. ### No `retry` override on the replacement fetch The obvious fix for a failed replacement is a retry, and it is not load-bearing here. A transient failure already gets a second attempt: the observer rebinds to a fresh query on the render those state updates schedule, and issues its own request — measured as two attempts with or without the option. Retries would only add failed round trips before a real outage is reported, and the outage is what needs a way out, which is what `companyListUnavailable` and `retryCompanies` provide. ### Why `removeQueries` here, and why that does not generalise Removal notifies no observer. What rebinds them at this call site is the render the surrounding state updates schedule; every observer re-binds to a fresh query on the next render. A caller without that guarantee would leave mounted observers serving the previous account's value, so this is not a pattern to lift elsewhere — the sign-out sweep in #11380 must use `resetQueries` instead, and its measurements are at [#11380](https://github.com/paperclipai/paperclip/pull/11380#issuecomment-5300984911). The inverse caveat holds for a local reset under an observer that stays mounted, which is why #11417 and #11382 avoid `resetQueries`. ## Verification - `pnpm vitest run` in `ui`: **4014 passed, 1 failed**. - `pnpm tsc -b` in `ui`: clean. - `CompanyContext.test.tsx`: 16 passed. `SidebarCompanyMenu.test.tsx`: 15 passed. `client.test.ts`: 9 passed. The failure is pre-existing and unrelated: `IssueProperties.test.tsx` expects `4:08 PM` and gets `9:08 AM`, a timezone-dependent assertion. It reproduces on a tree without this change, and #11478 fixes it. Each new test was confirmed to fail against the implementation it covers, by reverting that change and re-running rather than by assuming. The account-switch test fails without the fix (the selection stays on the previous account's company and no refetch is issued); the flag-clearing test fails without its clause (an empty list keeps reading as "couldn't load"). **Not done:** no manual two-account run in a browser. The path needs two accounts on an `authenticated` instance, which a local dev instance cannot exercise. ## Risks Low. The failure direction is a company selection withheld for one extra round trip, which resolves when the list arrives. The direction it removes is one account's company selected and persisted for another. It adds one company-list request per account change, on a query key the app already uses. It adds no request at boot: the session query it observes is already fetched app-wide. **This does not close the class.** Company-scoped entries other than the list — `["companies", id]`, stats, and the rest of the per-account cache — still survive an account change. That is the cache-lifetime work in #11380, not this provider's. ## Model Used Claude Opus 5 (`claude-opus-5`), through Claude Code. Extended thinking enabled. Tool use enabled: file read and edit, shell for typecheck and test runs, and a scratch vitest harness to measure `removeQueries` and `resetQueries` notification behaviour against the installed `@tanstack/query-core` 5.101.4. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com> |
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Devin Foley
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ff5fd62d07 |
Resolve the environment secret companyId context on first save (#11291)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environments give agent runs an execution target, and their env vars can carry secrets, so writes need a company scope for secret bindings > - `PATCH /environments/:id` resolves that scope from a query param, existing bindings, or a single-membership actor — and fails closed otherwise > - A fresh environment has no bindings yet, so an admin whose memberships cannot pin one company gets a 422 on the very first env var save and can never create the first binding > - #11200 made this reachable from the UI: it opened the envVars-only edit on the managed sandbox row, but the UI never sends the company it already knows > - This pull request sends the page's selected company on environment updates and adds a server fallback to the instance's only company > - The benefit is that the first env var save works on fresh environments, while multi-company ambiguity still fails closed ## Linked Issues or Issue Description Refs #11200 **What happened?** On a fresh platform-managed sandbox environment, the first "Save environment variables" in the UI fails with HTTP 422: "Environment secret management requires a companyId context during the instance-scoped transition." The same failure hits any environment update that touches `envVars` or `config` when the environment has no secret bindings yet and the actor's memberships do not name exactly one company (for example an instance admin provisioned without a membership row, or a user in two companies). **Expected behavior** The save succeeds. The client tells the server which company scopes the secret bindings, and on a single-company instance the server can resolve the only possible scope by itself. **Steps to reproduce** 1. Provision a platform-managed sandbox environment (managed-config `environments` entry) so the row exists with no secret bindings. 2. Sign in as an instance admin whose memberships do not resolve to exactly one company. 3. Open Environments, edit the managed row, add an env var, and save. 4. The PATCH returns 422 with the companyId-context error. ## What Changed - `ui/src/api/environments.ts`: `environmentsApi.update` accepts an optional `companyId` and sends it as the `companyId` query param the server already reads. Renamed the `customImageCompanyQuery` helper to `companyIdQuery` since it now serves plain updates and probes too. - `ui/src/pages/CompanyEnvironments.tsx`: both the managed envVars-only save and the general environment save pass `selectedCompanyId`. - `server/src/routes/environments.ts`: `resolveEnvironmentSecretContextCompanyId` falls back to the instance's only company when exactly one exists, mirroring the existing fallback in `resolveCustomImageCompanyId`. Multi-company instances still fail closed. - Tests: three new route tests (explicit query context for a multi-company actor, single-company-instance fallback for a membership-less admin, fail-closed regression on a multi-company instance), and updated the SSH-probe and probe-ambiguity tests for the new fallback. ## Verification - `cd server && pnpm vitest run src/__tests__/environment-routes.test.ts` — 78 pass. - `cd ui && pnpm vitest run src/pages/CompanyEnvironments.test.tsx` — 22 pass. - Full `server` and `ui` vitest suites and `tsc --noEmit` on both packages pass locally. - Manual: on a managed instance, edit the managed sandbox environment, add an env var, save. Before: 422. After: the save persists and the PATCH carries `?companyId=`. ## Risks - Low risk. The explicit query param path already existed on the server; the UI now uses it. - Behavioral shift: on single-company instances, environment secret-context resolution (including `POST /environments/:id/probe`) now resolves the only company instead of returning no context. That lets probes resolve secret-backed config where they previously returned a 422 asking for an explicit companyId. Multi-company instances keep the fail-closed behavior, covered by a regression test. - Self-hosted single-company instances gain the same first-save fix; no schema or config changes. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended thinking, agentic tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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 |
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Nicky LeachandPaperclip
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e5a7fd7038 |
Add sandbox device-login for the Codex adapter (#11237)
## Thinking Path > - Paperclip helps people manage AI agents for work. > - Agent adapters connect Paperclip to tools such as the Codex command line tool. > - A sandboxed Codex agent may start without a credential. > - The operator needs a safe sign-in flow that does not expose credentials to the shared package or the sandbox. > - This pull request adds a company-scoped device-login flow with a temporary Daytona sandbox. > - The flow promotes the credential only after readiness checks pass and removes the temporary sandbox after use. > - The result lets an operator sign in to a sandboxed Codex agent from the agent form. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (multiple of the above) **Problem or motivation** A Codex adapter that runs in a sandbox cannot authenticate when the company has no pre-provisioned Codex credential. **Proposed solution** Add a company-scoped device-login session. Start a temporary sandbox, run `codex login --device-auth`, stream the code and URL, verify readiness, promote the credential, and delete the sandbox. **Alternatives considered** Pre-provisioning a credential does not support first-time sandbox login. Keeping the credential in the login sandbox does not provide a durable company credential. **Roadmap alignment** This supports the roadmap item for cloud and sandbox agents. **Additional context** The flow uses a five-minute cleanup reaper, compare-and-set status changes, and a PostgreSQL advisory lock to protect promotion and cleanup. ## What Changed - Add the adapter login-session contract, database table, and migration. - Add company-scoped server routes and a service for sandbox device login. - Add credential promotion, readiness checks, and cleanup after login. - Add restart-safe cleanup for abandoned login sandboxes. - Add sandbox login controls to the agent creation and edit forms. - Keep device-login and vendor identifiers out of public shared and adapter UI symbols. ## Verification - `pnpm --filter @paperclipai/adapter-codex-local exec vitest run` passed with 310 tests at the submitted commit. - The server login route, service, and reaper tests passed with 45 tests at the submitted commit. - The agent form render tests passed with 26 tests at the submitted commit. - The public-symbol leak check passed at the submitted commit. - A live Daytona sign-in flow still requires confirmation by a user with a live sandbox. ## Risks The migration adds a new company-scoped table. A promotion or cleanup race could remove a credential or leave a sandbox active, so the service uses claims, compare-and-set transitions, and an advisory lock. The live Daytona flow needs operator confirmation because local tests do not provide a real browser sign-in. ## Model Used OpenAI Codex, GPT-5, tool use and code execution, extended reasoning. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Devin Foley
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0a95ada1be |
feat(server): chunked import preview endpoint and resumable upload in the Import page and CLI (#11224)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The previous pull request added server-side chunked resumable import transfers; without clients, large imports still ride the single fragile upload > - The Import page and the CLI need to slice large packages, upload parts with retry and progress, resume after interruptions, and preview before applying > - Preview is the missing server piece: the browser flow is preview-then-import, so a completed spool must be previewable without re-uploading > - This pull request adds the transfer preview endpoint, switches the Import page to the chunked path for zips over 48 MB, and teaches the CLI the same for oversized local imports > - The benefit is that large imports get progress, per-part retry, and resume in both clients, while small imports keep the exact single-shot path they have today ## Linked Issues or Issue Description **What happened?** With only the server transfer routes in place, users still upload large company packages as one request from the Import page and the CLI: no progress indication, no retry below the whole file, and no resume after a dropped connection or refresh. The preview-then-import flow also cannot run against an uploaded transfer, forcing a second full upload. **Expected behavior** A large package uploads once as verified parts with visible progress; preview and import both run against the uploaded spool; an interrupted upload resumes with only the missing parts re-sent; packages at or below 48 MB behave exactly as before. **Steps to reproduce** 1. Select a 500 MB zip on the Import page over an unreliable connection. 2. Watch the single upload fail near the end and restart from zero, twice — once for preview, once for import. 3. Same story headless via the CLI. ## What Changed - Server: `POST /import/transfers/:id/preview` runs the existing preview logic against the completed spool (shared assembly + whole-file verification helper with apply); preview neither completes the run nor deletes the spool, so the subsequent apply reuses it. Missing parts respond with the missing list. - UI: zips over 48 MB take the chunked path in both preview and import — the file is sliced into 32 MB parts hashed with WebCrypto (single ArrayBuffer, no second copy), the transfer is created or resumed (the create response's missing-parts list drives what uploads), parts upload sequentially with three attempts each and visible progress, then transfer preview/apply replace the multipart calls. The existing preview pane, collision handling, adapter overrides, and async job polling are unchanged; ≤ 48 MB keeps the single-shot path. - CLI: oversized local `.zip` or folder imports zip/slice/hash with node crypto, upload with resume and per-part retry and progress lines, and use transfer preview/apply. Small packages keep the inline path byte-identical. - Failure honesty: adapters/API errors fail open to existing behavior; a part failing all attempts surfaces a durable error panel with resume intact. ## Verification - Server: preview-then-apply on one spool (run stays open, spool intact, then apply completes), preview with missing parts rejected — added to the transfer route suite (embedded Postgres). - UI suite: large file takes the chunked path (manifest shape, part uploads, progress, apply on a resumed transfer, single-shot endpoints never called), small file stays single-shot, part failure after three attempts surfaces the error panel without running preview, resume re-uploads only the missing part. - CLI: manifest slicing/hashing, threshold behavior for zip and folder sources, folder-zip round-trip through the real zip reader, upload resume/retry/exhaustion/already-completed, full-command chunked and small-zip inline flows. - Server, ui, cli typechecks clean. Exact counts in the PR checks. ## Risks - The 48 MB threshold only routes between two verified paths; behavior below it is untouched. - Chunked CLI imports use the board-scoped transfer routes, so oversized CLI imports need board credentials (agent tokens keep the agent-safe small-file path). No privilege change — board actors already had the generic routes — but the two size regimes differ semantically; called out for review. - A CLI dry-run over the threshold uploads parts before previewing; the spool persists (24 h sweep) and a later apply resumes without re-upload — inherent to preview-against-spool. Stacked on #11223 — merge that first; this PR then shows only the preview endpoint and client changes. ## Model Used - Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended thinking and tool use (multi-agent implementation with independent 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 |
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Devin Foley
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0044fa8904 |
Let tenants edit env vars on managed sandbox environments; add managed-sandbox-only mode (#11200)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environments give each agent run an execution target: the local host, SSH, or a sandbox provider > - A managed deployment can provision one platform-managed sandbox environment through the `PAPERCLIP_MANAGED_CONFIG` `environments` section > - That row is fully locked today. A tenant cannot add environment variables for their agents. There is also no way to hide local execution — run selection falls back to the local row > - A platform that manages the sandbox for its tenants needs both: the tenant adds env vars (and nothing else), and local execution is neither visible nor reachable > - This pull request opens exactly one tenant edit (env vars) on the managed sandbox row, and adds an `enableManagedSandboxOnly` mode that hides local and makes run selection fail closed > - The benefit is a complete managed-sandbox experience with no change for self-hosted instances ## Linked Issues or Issue Description **Subsystem affected** Environments (managed sandbox provisioning, environment routes, run environment selection) and the environments UI. **Problem or motivation** Platform-provisioned sandbox environments (`metadata.managedByPaperclip`) reject every write on cloud-managed instances. Agents often need environment variables inside their sandbox. The tenant has no way to set them on the managed row. Separately, an operator cannot remove local execution: the environment list always shows the local row, and run selection falls back to it when no default is set. **Proposed solution** Allow an envVars-only PATCH on the managed sandbox row, and echo those env vars back for editing. Add a managed-tier feature (`enableManagedSandboxOnly`) that hides the local environment from all read surfaces and redirects local-landing run selection to the managed sandbox environment, failing closed when it is unavailable. **Alternatives considered** UI-only hiding of the local row. This was rejected: it does not stop a run from resolving to local, so it is presentation without enforcement. Full unlock of the managed row was also rejected: name, driver, and config stay platform-owned so boot reconciliation cannot fight tenant edits. ## What Changed - `server/src/routes/environments.ts`: the platform-provisioned write floor admits an envVars-only PATCH on the generalized managed sandbox row (sandbox driver, `managedByPaperclip`, not legacy kubernetes-marker rows). Name, driver, config, status, metadata, and DELETE stay rejected. The read floor stops blanking env vars on that row; credential-shaped config keys stay redacted for every actor. Legacy kubernetes-marker rows keep the full floor. - Same file: under `enableManagedSandboxOnly`, the environments list and the by-id read omit the local row for every actor, including instance admins. - `server/src/services/execution-workspace-policy.ts`: `resolveExecutionWorkspaceEnvironmentId` gains the managed-sandbox-only inputs. A selection that lands on the local environment is redirected to the managed sandbox environment. With no active managed row it throws `ManagedSandboxUnavailableError` — never local. Non-local selections (ssh, user-created sandboxes) are untouched. - `server/src/services/heartbeat.ts`: the run path reads the flag, looks up the managed row (`findManagedSandboxEnvironment`, new read-only finder in `environments.ts`), and passes both to the resolver. Mirrors the forced-kubernetes precedent, which keeps precedence when both regimes are on. - `server/src/services/managed-environments.ts`: after a successful reconcile, the instance default environment moves to the managed sandbox row when the current default is unset, local, or dangling. A tenant-chosen custom environment is never overridden. - `packages/shared`: new `enableManagedSandboxOnly` key (schema default false, catalog tier `managed`, cloudDefault false, selfHostedDefault false) and the matching interface field. - UI: managed rows show a "Managed by Paperclip" lock badge; editing one opens a dedicated env-vars-only editor that sends the one PATCH shape the server admits (the old full form failed with a 403 on save). New `ui/src/lib/managed-sandbox-environment.ts` mirrors the local filter for cached lists (applied in the project picker; the agent picker already excluded local). The experimental settings page gains the toggle at its alphabetical card position. `environmentsApi.update` now declares the `envVars` field it already sent. - Tests: environment route floor coverage (envVars-only accepted, mixed bodies rejected, legacy rows still blanked and locked, local hidden and 404 under the flag, self-hosted unchanged), an embedded-postgres service test pinning that boot reconciliation never touches tenant env vars, resolver redirect/fail-closed cases, managed-environments default-stamping cases, and UI lib/settings tests. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/environment-routes.test.ts src/__tests__/environment-service.test.ts src/__tests__/execution-workspace-policy.test.ts src/services/managed-environments.test.ts` — all pass. - `pnpm --filter @paperclipai/shared exec vitest run` — 425 pass (catalog/schema default parity is pinned by an existing test). - `pnpm --filter @paperclipai/ui exec tsc --noEmit` and the affected UI suites (CompanyEnvironments, InstanceExperimentalSettings incl. card-order test, new lib test) — all pass. - Full workspace `pnpm test`: 3,414 passed. 17 files report failures on this machine; the identical 17 fail on a clean `origin/master` worktree in the same environment (git-worktree/skills/embedded-postgres environment dependencies and plugin-SDK zero-test collections). One additional file (`issue-monitor-scheduler.test.ts`) failed one timing-sensitive test in one of two full-suite runs and passes 7/7 in isolation on this branch — a flake in a domain this diff does not touch. The branch introduces no new failures. - Self-hosted zero-delta: every new behavior is gated on the cloud-managed instance check or the new flag, which defaults to false in schema and catalog; pinned by the "does not floor platform-marked rows on self-hosted instances" and flag-off tests. ## Risks - Behavior is opt-in twice over: the write-floor exception applies only to rows the managed-config provisioner stamps, and the hiding/forcing applies only when `enableManagedSandboxOnly` is on (default false everywhere). Self-hosted instances see no change. - The env-vars echo is scoped to the generalized managed sandbox row; legacy kubernetes-marker rows keep the blanket floor because pre-generalization builds may have written platform values there. - Fail-closed run selection means a managed instance with the flag on and an archived managed row (provider plugin down) refuses runs with a precise error instead of running locally. That is the intended posture. ## Model Used Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use via Claude Code CLI. ## 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 |
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DottaandPaperclip
|
145d86911b |
Remove decision training UI (#11225)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Decisions desk shows work that needs an operator response. > - It also exposed decision-training actions and a separate training library. > - Paperclip does not plan to use these training surfaces now. > - Keeping inactive controls makes the Decisions workflow harder to scan. > - This pull request removes the training UI and keeps the backend snapshot contract unchanged. > - The benefit is a smaller and clearer Decisions workflow without a data migration. ## Linked Issues or Issue Description **What existing behavior does this improve?** The Decisions desk currently exposes training controls, training state, and a separate training library route. **Subsystem affected** `ui/` — React and Vite board UI. **Current behavior** Operators can open a training library from the Decisions toolbar. They can also mark a decision for training from rows and inspect the result in a drawer. **Proposed behavior** Remove the training controls, badges, drawer, library pages, and routes from the Decisions UI. Keep the server APIs and stored training examples unchanged. **Reason and benefit** The product does not plan to use decision training now. Removing the unused surfaces reduces Decisions UI noise and avoids presenting a workflow that operators should not use. **Breaking changes** The `/decisions/training` UI routes are no longer registered. Existing server endpoints and stored decision-training data remain compatible. ## What Changed - Removed decision-training controls and state from Decisions toolbars, rows, queue pages, and shelves. - Removed the training drawer, library, inspector, API client, helpers, query keys, and routes. - Added route and row regressions that assert training UI does not return. - Updated the Decisions Storybook description to match the available controls. ## Verification - `pnpm exec vitest run ui/src/App.test.tsx ui/src/components/AttentionQueueRow.test.tsx` — 32 tests passed. - `pnpm check:token-gates` — all gates clean. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — server and UI partitions passed. The CLI partition had one environment-only failure because this agent runtime injects static AWS credentials. The exact CLI file passed all 8 tests when those credential variables were unset. - Searched `ui/src` and `ui/storybook` for the removed training routes, drawer, library, badges, and actions. Only negative regression assertions remain. ## Risks - Low implementation risk. This change deletes UI-only entry points and does not change the database or server APIs. - Saved training-page URLs no longer render a board route. This is the intended behavior. > 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, model `gpt-5.6-sol`, with `xhigh` reasoning. The runtime did not expose the context-window size. The agent used repository tools, shell execution, and automated tests. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
7ea2068ef8 |
fix(files): only highlight accessible workspace file links (#11090)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task comments can contain references to files in project and execution workspaces. > - Paperclip detected path-shaped inline code and showed it as an actionable file chip. > - The UI did not first confirm that the current board session could open the file. > - Missing, denied, ambiguous, remote, and unsupported files therefore looked actionable and failed after a click. > - This pull request adds an issue-scoped availability check and promotes only confirmed files to chips. > - The benefit is that the task thread shows a file action only when that action can succeed. ## Linked Issues or Issue Description **What happened?** Task comments promoted path-shaped inline code to file chips before Paperclip checked the file. A chip could point to a missing, denied, ambiguous, remote, or non-previewable file. The action then failed after the user selected it. **Expected behavior** Paperclip must show a file chip only after the server confirms that the current board session can open the exact file reference. All other path-shaped text must stay ordinary inline code. **Steps to reproduce** 1. Add a task comment that contains inline code with a missing or inaccessible workspace path. 2. Open the task thread as a board user. 3. Observe that the path looks like an actionable file chip. 4. Select the chip and observe that the file cannot open. **Paperclip version or commit** `19be4cf927` and earlier. **Deployment mode** Local dev and self-hosted server. **Access context** Board user. ## What Changed - Added shared request, response, and validation contracts for batched workspace-file availability checks. - Added an issue-scoped server endpoint that resolves file references with company, issue, workspace, and preview-access checks. - Added bounded batch concurrency and tests for missing, denied, ambiguous, remote, unsupported, and available files. - Added an issue-scoped UI availability registry that deduplicates, batches, caches, and invalidates file checks. - Changed task-comment markdown rendering so only confirmed files get chip styling and file-viewer behavior. - Bound each chip to the exact workspace target that passed the availability check. ## Verification - `pnpm exec vitest run packages/shared/src/workspace-file-resource.test.ts server/src/__tests__/file-resources.test.ts ui/src/components/MarkdownBody.test.tsx ui/src/components/WorkspaceFileMarkdownBody.availability.test.tsx ui/src/lib/remark-workspace-file-refs.test.ts ui/src/lib/workspace-file-availability.test.ts` — 93 passed, 35 skipped. - `pnpm check:token-gates` — clean. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — all server and UI groups passed. One unchanged CLI test saw the run-injected static AWS credentials and expected only its local `AWS_PROFILE`. The same test passed, 8 of 8, after removing only `AWS_ACCESS_KEY_ID` and `AWS_SECRET_ACCESS_KEY` from its process environment. ## Risks - File chips now appear after an asynchronous availability check, so path-shaped text can briefly render as inline code. - Availability results use the existing 30-second file-resource cache window. File-resource invalidation forces a new check. - The endpoint limits each request to 100 references and the client chunks larger sets. > 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 with GPT-5. The service did not expose a more specific model ID or context-window size. The agent used high-reasoning mode, repository tools, command execution, 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 - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
0a511ed1b0 |
feat(apps): support multiple provider connections (#11060)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem connects company tools through governed provider connections. > - A company can need more than one account for the same provider. > - The current database constraint and Apps flow assume one named connection per company. > - New quarantined actions also need an explicit review decision before activation. > - This pull request supports multiple provider connections and complete action review decisions. > - The benefit is safer access control and a clear multi-account Apps workflow. ## Linked Issues or Issue Description Refs: #11040 **Subsystem affected** Cross-cutting. This change affects the Apps UI, the tool access API, the shared request contract, and the database schema. **Problem or motivation** The connection name constraint prevents a company from keeping more than one connection for a provider. The Apps UI also reuses an existing OAuth connection when a user asks to connect another account. Action review can enable selected entries without recording a decision for every quarantined action. **Proposed solution** Remove the company and connection name uniqueness constraint. Let users open, count, edit, and create multiple provider connections. Require the finish request to cover every quarantined action exactly once before the server activates reviewed entries. **Alternatives considered** The UI could generate unique internal names and keep the database constraint. This would preserve a one-connection assumption in the data model and would make display names part of identity. The server could also infer review decisions from enabled actions. This would not distinguish a reviewed disabled action from an action that the user did not review. **Roadmap alignment** This change extends the completed MCP Tool Gateway and Apps milestone. It also supports the Connected Apps roadmap item. It follows the navigation and connection management work in #11040. ## What Changed - Remove the company-scoped connection name uniqueness index with an ordered and idempotent migration. - Add a reviewed action list to the finish-app contract and reject incomplete or duplicate review decisions. - Activate reviewed entries and keep unreviewed quarantined entries blocked. - Enable a completed connection and preserve the company and connection scope in all updates. - Show provider connection counts and open the provider setup page from Browse. - Let users edit existing connections or connect another account without reusing an active OAuth connection. - Update focused server and UI coverage for multiple connections and action review. ## Verification - Ran the focused Apps UI suite. All 116 tests passed in 11 files. - Ran the focused server and CLI suite. All 276 tests passed in 3 files. - Ran `pnpm --filter @paperclipai/db check:migrations`. The migration safety check passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. It passed 3,735 tests and skipped 4 tests. One worktree-safety assertion failed because the execution workspace reloads its worktree marker. The same test passed with an isolated non-worktree marker. - Ran `pnpm check:token-gates`. It reports 12 existing violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. - Started the six affected Playwright specifications. Chromium could not start because the host does not provide `libatk-1.0.so.0`. The GitHub e2e jobs will verify these specifications. - GitHub Actions passed every final-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed final commit `9af9200426` at 5/5 with zero review threads. ## Risks - Removing the name uniqueness index permits duplicate display names. Stable connection IDs and UIDs remain unique within a company. - The finish-app endpoint accepts the new review field as optional for backward compatibility. When clients send it, the server requires a complete decision for all quarantined actions. - Multiple OAuth connections depend on the explicit new-connection route flag. Focused tests cover active and draft connection reuse. - The migration is ordered after migration 0210. Its `DROP INDEX IF EXISTS` statement is safe to repeat. > 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 with the `gpt-5.6-sol` model assisted this change. The agent used repository tools, code execution, test execution, and agentic reasoning. The Codex runtime manages the 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> |
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DottaandPaperclip
|
5da382fd59 |
feat(skills): require explicit merge modes (#10978)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can select company skills and synchronize them to adapter runtimes > - The skill sync API replaced the complete selection without an explicit destructive choice > - Company package import also replaced conflicting skills by default > - These defaults could remove operator edits during setup and import reruns > - This pull request adds explicit assignment merge modes and safe package conflict handling > - The benefit is that reruns preserve operator work unless the caller explicitly requests replacement ## Linked Issues or Issue Description **What existing behavior does this improve?** This change improves agent skill synchronization and company package import. **Subsystem affected** This is a cross-cutting change across the shared contracts, server, CLI, and UI. **Current behavior** Agent skill synchronization replaces the full desired skill set from a modeless request. Package import replaces a conflicting skill when the caller does not select a conflict mode. **Proposed behavior** Agent skill synchronization requires `add`, `remove`, or `replace`. Package import skips conflicts by default. Each imported skill reports whether it was created, renamed, replaced, or skipped. **Reason and benefit** Setup and import reruns must preserve operator edits by default. Explicit destructive modes make data loss less likely and make each outcome inspectable. **Breaking changes** Callers of the agent skill sync API must now send `mode`. Callers that need the former behavior must send `replace`. Package import now uses `skip` when `onConflict` is absent. ## What Changed - Added required `add`, `remove`, and `replace` modes to the shared agent skill sync contract. - Added actionable `422` validation for missing or invalid modes. - Updated first-party UI and CLI callers with explicit modes. - Changed package skill conflict handling to use `skip` by default. - Kept plugin-owned and built-in stock skill imports on explicit `replace`. - Added created, renamed, replaced, and skipped results to company imports. - Added regression coverage for merge modes and package conflict outcomes. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run:serialized` (128 suites passed) - `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed) - Focused agent skill route, company skill service, portability, CLI, and UI tests passed. - GitHub CI passed build, typecheck, canary, all general and serialized test shards, all browser shards, policy, security, and final verification on commit `2cfbb3e4c5`. - Greptile reviewed the latest commit at 5/5 with zero unresolved threads. ## Risks - This change intentionally rejects modeless agent skill sync requests. - The safe package default can leave an existing skill unchanged where the old default overwrote it. - All first-party callers now select a mode. Regression tests cover each outcome. > 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 `gpt-5.6-sol` through Codex. The runtime used agentic reasoning, tool use, code execution, and repository editing. The runtime did not expose the 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> |
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|
e43f187cad |
feat(secrets): add human-approved secret proposals (#9934)
## Thinking Path > - Paperclip is the control plane people use to manage AI-agent companies. > - Agents can encounter credentials during work. > - Directly creating live secrets or bindings would bypass human governance. > - Proposal records must remain inert and separate from live secret resolution until an authorized human approves them. > - Approval must reuse the existing secret-create and protected agent-config write paths. > - This pull request adds the propose, review, approve, and reject lifecycle. > - The benefit is that agents can safely hand credentials into Paperclip without exposing plaintext or gaining authority to activate them. ## Linked Issues or Issue Description Follow-on to #9921, which established run-bound agent secret access. **Problem / motivation:** Agents can receive credentials during work. There is no governed way for them to propose a credential or binding without exposing plaintext in work artifacts or immediately creating live access. **Proposed solution:** Store agent-authored proposals outside live secret tables. Encrypt each proposed value and register exact-value redaction when Paperclip receives it. Require an authorized human to approve or reject each proposal. Approval executes through the normal write paths as the human approver. Binding proposals can target only the proposer or its downward reporting chain under the restrictive V1 policy. **Alternatives considered:** We rejected live secrets with a `proposed` status. That design would put untrusted rows in resolver, list, and sync paths. It would also allow uniqueness squatting. We rejected direct agent binding writes because a binding is an agent-config write and must keep the existing human permission gate. **Roadmap alignment:** This change extends the run-bound agent secret-access foundation in #9921 with a governed proposal workflow. ## Security Verdict Q0 SecEng verdict: **PASS-with-required-changes**. The review accepted the separate proposal-table design and required the implementation to: - fail closed unless both encryption and exact-value run redaction registration succeed; - scrub ciphertext idempotently on reject, withdraw, and expiry, with audit-visible state; - treat agent justification as hostile input and foreground action, target, provenance, and approver permissions; - snapshot and re-check the target agent plus reports-to chain at approval to prevent org-chart laundering; - make cascade approval atomic and fail closed if either secret creation or binding authorization fails; - deny low-trust, `skill_test`, `task_bridge`, and non-run-bound sources consistently; and - execute approval through the normal human secret/config write paths, including protected-change gates. Those requirements are implemented and covered by focused service, route, and UI tests. Residual V1 risk remains the accepted 14-day encrypted retention window. Proposal-time redaction also cannot clean a value that leaked before the propose call. ## What Changed - Added `company_secret_proposals`, migration `0207`, shared proposal contracts, and a state-machine service for create, approve, reject, withdraw, cascade, expiry, and ciphertext scrubbing. - Added run-bound agent proposal routes and board review routes. The routes derive provenance from authentication and enforce source restrictions, company isolation, chain-of-command checks, approval-as-approver, wake-on-resolution, and dual audit trails. - Added durable per-run exact-value redaction registration so proposal values remain redacted on later read surfaces. - Added the Secrets **Proposals** tab and agent configuration **Proposed access** rows. The UI shows fingerprint and length only. It also frames agent justification as untrusted input, runs permission preflight, supports approve and reject actions, and confirms cascades. - Updated OpenAPI, agent skill guidance, API reference documentation, and focused server and UI regression coverage. - Rebased the branch onto current `master` and renumbered the proposal migration after `0206`. ## QA Acceptance Results Q5 QA verdict: **PASS — 9/9 acceptance criteria met**, with one Minor non-blocking follow-up. - **AC1:** proposed values never echo, never appear in live lists/resolvers, and expose only fingerprint + length to board reviewers. - **AC2:** restrictive `self_and_reports` matrix passes: self/downward allowed; upward/lateral denied. - **AC3:** secret approval uses the normal create path, honors rename overrides, records proposer/approver provenance, and scrubs ciphertext. - **AC4:** approved bindings materialize and resolve through the target agent's runtime list/fetch routes. - **AC5:** pending-secret bindings require cascade; cascade succeeds atomically and permission failures leave nothing applied. - **AC6:** reject, withdraw, dependent rejection, and expiry paths scrub ciphertext and preserve reasons/audit state. - **AC7:** token/source and approver denial matrix passes through live checks plus focused route tests. - **AC8:** proposal lifecycle events and reused `secret.created`/config-write events form the required dual audit trail; origin-issue notification and wake are queued. - **AC9:** both review surfaces render and execute correctly; UI approval materializes the binding. QA also confirmed zero plaintext occurrences for all exercised proposal values in server logs. The single finding is that the company-level `bindingTargetPolicy` toggle is not wired yet. V1 is hardcoded to the restrictive `self_and_reports` policy. The matrix is correct and the follow-up is tracked separately, so QA classified it as non-blocking. ## Verification - Focused server proposal and redaction suite: 83 tests pass. - Focused proposal review UI suite: 54 tests pass. - Embedded-Postgres migration reapply test: 1 test passes with the documented 30-second timeout. - `pnpm --filter @paperclipai/db typecheck` passes, including migration numbering and safety checks. - `pnpm --filter @paperclipai/shared typecheck` passes. - `pnpm --filter @paperclipai/ui typecheck` passes. - `pnpm check:token-gates` passes with all gates clean. - Q5 exercised the complete propose, review, approve, bind, and runtime-resolve flow over real HTTP, JWT, and database paths. It verified 9/9 acceptance criteria. ## Risks - Proposal ciphertext is retained encrypted for up to 14 days while pending. Terminal-state and expiry scrub paths reduce but do not remove server-compromise risk during that window. - The V1 target policy is restrictive but not yet company-configurable. A separate follow-up owns that change. - A new migration can require another renumber if another migration lands before maintainers merge this pull request. > 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. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent. The exact runtime model ID and context-window size are not exposed. The agent used reasoning, repository editing, terminal execution, Paperclip API, and GitHub CLI capabilities. Q3 UI work also records Claude Opus 4.8 assistance in its commit trailers. ## 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 or 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 - [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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DottaandPaperclip
|
68ddd6a7a0 |
feat(activity): add two-tier all-actors audit feed (#10831)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need one activity feed for human, agent, plugin, and system changes > - The existing audit endpoint returns only rows that have agent attribution > - The full audit view also requires a dedicated permission > - This pull request adds an explicit all-actors scope with basic and privileged access tiers > - The benefit is that company members can inspect the shared activity history while sensitive attribution and export controls stay protected ## Linked Issues or Issue Description **What existing behavior does this improve?** The company audit activity endpoint and the board audit route. **Subsystem affected** Server REST API and board UI routing/API contracts. **Current behavior** The agent-action audit endpoint excludes activity without an agent ID. It also rejects company members who do not have the full audit permission. **Proposed behavior** Callers can opt into `actorScope=all`. A company member receives all actor kinds with sensitive attribution fields removed. A permitted board user receives complete rows and can use attribution filters. The default scope and CSV permission remain unchanged. **Reason and benefit** The board needs one chronological activity source for user, agent, plugin, and system actions. A two-tier response keeps the feed useful without widening access to detailed attribution or export capabilities. **Breaking changes** None. The endpoint keeps the existing agent-only scope and permission behavior by default. ## What Changed - Added `actorScope=all` to the unified audit query and included activity from every actor type. - Added a company-readable basic tier that removes run, responsible-user, agent, and details attribution. - Kept attribution filters and CSV export behind `audit:view_agent_actions`. - Added route and integration coverage for basic readers, permitted readers, pagination, filter denial, and all actor kinds. - Added the missing unprefixed `/audit` redirect and company route classification. ## Verification - `pnpm exec vitest run server/src/__tests__/activity-routes.test.ts server/src/__tests__/agent-action-audit-routes.test.ts ui/src/lib/company-routes.test.ts --reporter=verbose` (35 tests passed) - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` ## Risks - The all-actors query can return more rows than the legacy agent-only query. Cursor pagination and existing limits bound each request. - The basic tier intentionally exposes action and actor-kind context. It removes detailed run, agent, responsible-user, and details attribution. - The legacy endpoint behavior remains the default, which reduces compatibility risk. > The roadmap marks activity log and action attribution as shipped. This change improves that existing capability and does not introduce a separate workflow system. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, 114K context, agentic reasoning with 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> |
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DottaandPaperclip
|
5858ccb981 |
feat: make in-app features cloud-aware (#10850)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the same board application in self-hosted and Paperclip Cloud deployments. > - A Cloud tenant contains one company, so an in-app company switch does not change the active Cloud stack. > - Cloud operators need the sidebar and company surfaces to use the signed-in user's stack portfolio. > - The server must derive Cloud identity and links from trusted instance context instead of client input. > - This pull request adds canonical Cloud context, a trusted stack portfolio proxy, and Cloud-aware navigation. > - The benefit is consistent stack switching on Cloud while self-hosted company behavior stays unchanged. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: server REST routes and the React board UI. **Problem or motivation** A Cloud-managed instance contains one company. The existing company switcher could only switch records inside that tenant. It could not move the operator to another Cloud stack. The existing header also gave long organization names too little width. **Proposed solution** Expose a canonical public Cloud context in health data. Add a trusted server proxy for the current user's stack portfolio. Use that data in the board UI to switch stacks with top-level navigation. Keep the existing company behavior on self-hosted instances. Move search into the navigation and keep long organization names inside the sidebar panel. **Alternatives considered** An in-app `/stacks` route was rejected because Cloud tenant hosts reserve that path and stack selection must wake or authenticate another tenant. Client-supplied user identity was rejected because the server can derive the trusted Cloud actor. **Roadmap alignment** This change advances the Cloud deployments milestone. It keeps the product local-first and Cloud-ready without changing the self-hosted mental model. ## What Changed - Added canonical Cloud instance context and public health metadata. - Added a Cloud-only stack portfolio proxy with trusted actor forwarding and per-user caching. - Prevented normal company creation on Cloud-managed instances. - Switched the sidebar and Companies page from company actions to stack actions on Cloud. - Added full-page stack navigation and Cloud create-stack links. - Moved search into the sidebar navigation so the organization name keeps more width. - Added truncation and hover recovery for long organization and stack names. - Added server and UI regression coverage for Cloud and self-hosted behavior. - Updated the implementation specification for the Cloud contracts. ## Verification - `node scripts/check-token-gates.mjs` passed. All three token gates are clean. - `pnpm --dir server exec vitest run src/__tests__/health.test.ts src/__tests__/cloud-instance.test.ts src/__tests__/cloud-routes.test.ts src/__tests__/company-cloud-floor.test.ts src/__tests__/company-portability-routes.test.ts` passed: 5 files and 66 tests. - `pnpm --dir ui exec vitest run src/components/SidebarCompanyMenu.test.tsx` passed: 1 file and 11 tests. - Pre-PR QA report `7da87ca7` passed all 8 acceptance criteria with real HTTP route factories and real Chromium screenshots in Cloud and self-hosted modes. - Security reviews passed for the canonical Cloud context and stack portfolio proxy. ## Risks - Cloud stack switching depends on the configured Cloud application and tenant portfolio URLs. - The new health `cloud` block is public by design, but it contains only canonical public instance metadata. - The stack proxy fails closed on self-hosted instances and derives the user identity from the trusted actor. - Self-hosted navigation and company creation retain their existing paths and behavior. > 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, model `gpt-5`. The run used reasoning, repository tools, shell execution, and GitHub integration. The deployment did not expose its 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> |
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678728f650 |
feat: maintained in_review review-path contract + stalled-review actions (#10675)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents move issues to `in_review` and rely on a "review path" (an interaction, an approval, a monitor, or a named reviewer) to tell them who decides next. > - That review path can silently disappear. A user comment supersedes the pending interaction, a monitor is exhausted, or a run ends without restoring a path. The issue then sits in `in_review` with nobody reviewing it and no visible action. > - Such issues become invisible zombies. Nobody knows a decision is owed, so the work stalls forever. > - This pull request makes the review path a maintained invariant, exposes a `reviewAttention` surface, and gives every stalled review three inline actions in the UI. > - The benefit is that an `in_review` issue always shows who reviews it, or shows an amber "nobody is reviewing this" notice with one-click Approve, Request changes, and Send back to work. ## Linked Issues or Issue Description This pull request describes the problem inline. The tracking issue is internal. **Subsystem affected** The review and attention loop that agents and humans share: the `in_review` status, the `reviewAttention` surface, the /decisions attention feed, and the issue-page review panel. **Problem or motivation** Agent-owned issues in `in_review` can lose their last review path. A user comment supersedes the pending interaction. A monitor is exhausted. A run ends without restoring a path. The issue then sits in `in_review` with no reviewer and no visible action. It becomes an invisible zombie and the work never progresses. **Proposed solution** Maintain the review path as a server invariant. Expose a `reviewAttention` field that says what is under review, who decides, and since when. Render a persistent review panel on the issue page and inline actions on the /decisions feed. Keep human PATCHes into `in_review` ungated, but record the requesting user so the panel never renders empty. **Alternatives considered** A pure background auto-recovery sweep. This stays opt-in and is not enough on its own, because it is invisible to the human. A bare status banner. This is rejected, because it gives no action to resolve the stall. **Roadmap alignment** This improves the core review and attention loop that both agents and humans use every day. ## What Changed - **Server — maintained review-path invariant:** when an issue enters or sits in `in_review`, the server derives and persists a review path (interaction, approval, monitor, or the requesting user) and recovers a stale path with one bounded wake instead of leaving the issue pathless. - **Server — `reviewAttention` surface:** a new field describes what is under review (bound target with links), who decides, since when, and whether the review is stalled. Stalled agent-assigned reviews are now included in the attention feed. - **Server — inline stalled-review decisions:** secured routes let a permitted responder Approve (→ `done`), Request changes (→ `todo` + wake carrying the note), or Send back to work (→ `todo` + wake) directly from the attention feed. - **Server — resume-intent wake:** an `in_review -> todo` transition now wakes the assigned agent so a resumed review is not dropped. - **Server — user-entry symmetry:** user PATCHes into `in_review` stay ungated (no 422 for humans) and record the requesting user, who becomes the named responder when no other path exists. - **UI — review panel:** a persistent `IssueReviewPanel` renders above the thread whenever status is `in_review`. The covered state shows the bound target, responder, and outcomes and hoists the pending interaction/approval card. The stalled state shows the amber notice plus the three actions. - **UI — decisions card actions:** the same three actions render inline on the /decisions `AttentionQueueRow`. - **UI — responsive fix:** the stalled action row stacks to full-width buttons at phone width and returns to a horizontal row at `sm` and up. New 390px stories capture the phone layout. ## Verification - `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts src/api/issues.test.ts` — 91 tests pass. - Server suites added and updated: `issue-review-attention`, `issue-stalled-review-decision-routes`, `review-path-recovery`, `recovery-observability`, and related route/liveness tests (run by CI). - A designer reviewed the UI at 390px and desktop in light and dark themes on both the issue-page panel and the /decisions card. The stalled action row stacks cleanly at phone width with no overlap and keeps the horizontal row on desktop. ## Risks - **Migration:** adds migration `0200` (next after master `0199`, no renumber). It extends the agent-wakeup-requests schema and is additive. - **Behavioral shift:** `in_review -> todo` now dispatches a wake. This is intended (resume intent) and covered by tests. - **Authz:** the inline decision routes are permission-gated. Only a permitted responder sees and can trigger the actions. - Overall risk is moderate and contained to the review and attention loop. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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ded813ad6f |
feat(interactions): add governed agent addressees (#10252)
## Thinking Path > - Paperclip is the control plane that lets humans govern companies of AI agents. > - Issue-thread interactions are the structured handoff point for confirmations, questions, suggested tasks, and other governed decisions. > - Those interactions previously assumed that only board users could resolve them, preventing one agent from explicitly addressing another agent for a response. > - Agent resolution needs company-level governance, auditable resolver identity, safe terminal-state handling, and attention routing so authorization is enforced server-side rather than inferred from UI behavior. > - This pull request adds governed agent resolution, withdrawal and terminal expiry semantics, explicit agent addressees, lifecycle reconciliation, and attention-feed filtering. > - The benefit is that agents can participate in structured decisions without weakening board control, company isolation, wake behavior, or audit invariants. ## Linked Issues or Issue Description ### Subsystem affected Issue-thread interactions across database, shared contracts, server authorization/services, adapter callbacks, agent skill guidance, API docs, and UI governance surfaces. ### Problem or motivation Structured interactions were board-only, had no explicit agent addressee, and lacked durable withdrawal/terminal-expiry semantics. That made peer-agent decisions impossible to authorize and audit safely. ### Proposed solution Persist requested/effective resolver policy and addressee identity, enforce company governance and eligible agent resolution, reconcile addressee lifecycle changes, expose withdrawal and terminal expiry, and route attention to the intended active agent with board fallback. ### Alternatives considered Implicitly authorizing the issue assignee or mentioned agents was rejected as ambiguous and difficult to audit. Using comments alone was rejected because it loses structured outcomes and continuation behavior. ### Roadmap alignment Supports the ROADMAP direction for lightweight leadership-agent communication that still resolves into governed decisions and work objects. ### Additional context Public GitHub issue/PR search found no duplicate implementation; open PR search for interaction resolver governance and agent addressees only returned this PR. ## What Changed - Add company-scoped interaction resolver governance contracts and persistence. - Add requested/effective resolver policy, resolver identity, withdrawal, and terminal-expiry behavior. - Add explicit `addresseeAgentId` validation, authorization, persistence, lifecycle reconciliation, API documentation, and skill guidance. - Route pending addressed interactions to the intended invokable agent and fall back to board attention when that agent becomes ineligible or is deleted. - Preserve sandbox callback identity fields required by governed resolution paths. - Add migrations `0193` and `0194` plus route, service, attention, adapter, CLI, and UI coverage. - Add governance state and company settings UI, including responsive mobile behavior and distinct withdrawn/expired audit presentation. ## Verification - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed, including migration numbering and safety checks. - `pnpm test:run` — feature/server and UI workspace suites passed; one unrelated CLI AWS doctor test observed injected static AWS credentials and warned instead of passing. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests passed, confirming the failure was environment-sensitive. - `pnpm build` — passed. - Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161` completed all GitHub CI jobs successfully. ## Risks - Migrations add interaction and company-governance fields; numbering is conflict-free on current `master`, additive statements are idempotent, and migration safety checks pass. - Agent authorization behavior expands beyond board-only resolution, but defaults remain board-only and coverage exercises company boundaries, resolver eligibility, lifecycle invalidation, wake behavior, withdrawal, expiry, and attention fallback. - Attention routing depends on current agent invokability; reconciliation and read-time filtering prevent stale addressees from retaining visibility or resolution authority. > 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 using `gpt-5.6-sol` with reasoning, terminal tool use, code execution, Git/GitHub integration, and Paperclip control-plane tools. Context-window metadata was not reported by the 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 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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DottaandPaperclip
|
76f442040c |
fix(ui): follow managed sign-out redirects
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
717684ad8f |
Add project folder browsing to skill imports (#9930)
## Thinking Path > - Paperclip is the control plane teams use to manage AI agents and their reusable capabilities. > - Skills Manager lets operators discover and import skills from project workspaces. > - Automatic discovery only surfaces skills in conventional locations, so valid skills stored elsewhere in a project are invisible. > - Operators need a safe way to navigate project folders without exposing paths outside the selected workspace. > - This pull request adds company-scoped workspace folder browsing and selection to the project skill import flow. > - The benefit is that operators can find and import valid skill folders regardless of repository layout while preserving workspace boundaries. ## Linked Issues or Issue Description - **Subsystem affected:** Cross-cutting (`server/`, `ui/`, and `packages/shared`). - **Problem or motivation:** Project skill imports rely on conventional directory discovery, which prevents operators from selecting valid `SKILL.md` folders stored in atypical locations. - **Proposed solution:** Add a company-scoped browse endpoint and a folder browser in the import dialog. The server resolves real paths, rejects traversal outside the workspace, skips symlinks and high-noise directories, identifies skill directories/files, and caps listings at 250 entries. - **Alternatives considered:** Expanding the automatic scan to every directory would be slower and noisier, while accepting arbitrary filesystem paths would weaken project/workspace scoping. - **Roadmap alignment:** This extends the completed “Skills Manager, Skill Studio & Skills Store” capability in `ROADMAP.md` without duplicating planned core work. - **Additional context:** GitHub search found no duplicate or closely related public issues or pull requests. ## What Changed - Added shared browse request/result contracts and validation for project workspace navigation. - Added a company-scoped API route and service that safely lists local workspace folders and detects `SKILL.md` entries. - Added project workspace/folder navigation to the import dialog, including parent navigation, workspace switching, truncation feedback, and direct skill selection. - Added service and route regression tests for browsing, skill detection, company isolation, and traversal rejection. - Added shared response schemas and OpenAPI documentation for the browse endpoint. - Hardened explicit skill selections with realpath containment so symlinked directories cannot escape the project workspace. ## Verification - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills.test.ts` — 64 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3 tests passed. - Focused post-review reruns: `company-skills-service.test.ts` — 45 tests passed; shared/server typechecks passed. - GitHub latest-head checks — all green after one transient e2e rerun; no pending or failing checks. - `pnpm check:token-gates` — all gates clean on the rebased head. ## Risks - Low-to-moderate risk: this adds a filesystem browsing surface. Realpath containment checks prevent workspace escape, symlinks are excluded, remote-managed workspaces are rejected, and directory listings are capped. - The browser intentionally hides `.git` and `node_modules`; skills inside those directories cannot be selected through this flow. > 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, exact model ID `gpt-5.5`, reasoning-enabled with terminal/tool use and code execution; runtime context-window size is not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — the execution harness requires preserving the assigned branch name. - [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 — no user-facing docs changes are needed beyond this PR description because the flow is self-explanatory UI behavior. - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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0a09e4d975 |
feat(decisions): add desk workflow and retention (#10672)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Decisions desk shows work that needs a human decision > - The queue foundation can group and rank decision work > - Operators also need a focused daily view and a safe way to handle old work > - This pull request adds the desk controls, the aging shelf, and reversible retention > - It also binds bulk archive decisions to the exact reviewed item set > - The benefit is a smaller daily queue without lost or orphaned work ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: server, UI, database, and shared contracts. **Problem or motivation** Decision work can grow into one large company list. Operators need quick queue and date controls. Old items also need a safe retention path that does not delete work. **Proposed solution** Add queue and date controls to the Decisions desk. Compute the aging shelf on the server. Archive idle items after 90 days unless an operator keeps them. Keep archived items searchable and revivable. Notify origin agents in one batch per sweep. Bind bulk archive proposals to a signed, exact item manifest. **Alternatives considered** Client-only aging can drift across browsers and source kinds. Deleting old rows removes audit and recovery paths. An unsigned dynamic bulk query can archive items that the reviewer did not inspect. **Roadmap alignment** This work supports the Work Queues and decision-memory directions in `ROADMAP.md`. It extends the Decisions and attention-feed foundation from #10651. Related earlier work includes #9380, #10010, and #10474. ## What Changed - Added the queue rail, date chips, decide split, triage strip, queue page, and aging shelf UI. - Added server-owned shelf state with per-queue retention overrides. - Added reversible retention state, archive history, and an idempotent notification outbox. - Added the 90-day archive sweeper, Keep exemption, archived feed query, and revive actions. - Added one origin-agent notification per agent and sweep. - Added signed bulk archive proposals with exact-set and version checks. - Persisted queue-exclusion reasons atomically and kept cross-domain source resolution per-item until it has an exact-set transaction contract. - Added API contracts, OpenAPI entries, migration coverage, focused tests, and Storybook screens. ## Verification - `pnpm -r typecheck` - `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408 files and 3,362 tests passed) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` - `pnpm build` - `pnpm check:token-gates` - Focused retention, attention, decisions, migration replay, startup, and UI API tests. - Complete queue snapshot regression with 51 items across the normal 50-item page boundary. The unmodified CLI test reports one warning assertion in this runtime because the harness injects static AWS credential variables. The isolated test passes when those two variables are removed. ## Risks - The migration adds retention and notification outbox tables. It uses idempotent table, index, and foreign-key creation. - Retention runs on the heartbeat scheduler interval. Compare-and-set version checks prevent stale archive writes. - Bulk archive acceptance fails closed when authority, activity, version, or the reviewed set changes. - Archive is reversible and does not delete source records. > 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 with `gpt-5.6-sol`. The model used tool calls, code execution, database migration generation, and test execution. The context-window size is not exposed in 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: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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30c49c8327 |
feat(decisions): add queues and prioritized attention feed (#10651)
<!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source control plane for companies of AI agents. > - Operators use the attention feed to find decisions that need action. > - The feed has eleven source kinds, but it has no durable queue or triage state. > - The feed also returns every item and lacks decision deadlines, snooze state, and decision-focused ordering. > - This pull request adds secure queue sidecars and enriches the attention feed with triage data, filters, cursor pagination, and decide-now ranking. > - The benefit is a bounded feed that can show the most urgent decisions first without weakening source visibility rules. ## Linked Issues or Issue Description This pull request replaces the closed [#10634](https://github.com/paperclipai/paperclip/pull/10634). It combines that queue foundation with the dependent attention-feed change as one review unit. **Subsystem affected** Database schema, shared contracts, server authorization and REST APIs, and the UI attention client library. **Problem or motivation** The attention feed can contain hundreds of mixed decision items. Operators cannot group them into durable queues, set a decision deadline, snooze an item, or request a bounded page ordered by urgency. The current client must download the full feed on each refresh. **Proposed solution** Store queue membership and triage state by stable attention identity. Re-authorize each source during queue reads and writes. Enrich attention items with queue, deadline, snooze, expiry, rule, and origin data. Add activity and queue filters, opaque cursor pagination, decide-focused ordering, and a decide-now count. **Alternatives considered** Adding queue fields to every source would duplicate schema and authorization logic across eleven source kinds. Client-only filtering and sorting would still transfer the full feed and would make pagination unstable. **Roadmap alignment** This change improves the core decision-attention surface and operator oversight. It does not implement the separate general-purpose work queue milestone in `ROADMAP.md`. ## What Changed - Added company-scoped queue, membership, triage, and append-only event tables with actor and run provenance. - Added queue CRUD, item membership, starter-rule discovery, and decide-by and snooze endpoints. - Kept source authorization on each queue mutation, read, and count. - Added attention fields for expiry, rule, origin agent, queues, decide-by attribution, and snooze state. - Added activity date filters, queue filters, opaque cursor pagination, and configurable page limits. - Added decide-now ordering by deadline, expiry, severity, and activity. - Added `decideNowCount` and excluded actively snoozed items from the default feed. - Updated the shared and UI client contracts. - Added focused server, route, OpenAPI, and UI client tests. ## Verification - `pnpm exec vitest run server/src/__tests__/attention-service.test.ts server/src/__tests__/decision-queues-routes.test.ts server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts ui/src/lib/attention.test.ts` (72 tests passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` - `git diff --check origin/master...HEAD` ## Risks - The migration adds four company-scoped tables and provenance foreign keys. Migration numbering and safety checks pass. - Attention reads can lazily create starter queues and memberships. Inserts are idempotent, audited, and transactional. - Cursor validity depends on the filtered feed. The API returns a clear validation error when the cursor item no longer exists in that feed. - Queue reads re-check source visibility. This favors correct authorization over fewer queries. > 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, model `gpt-5`. The runtime used agentic reasoning, repository tools, code execution, and test execution. The runtime did not expose the 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> |
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9c1f8e7887 |
feat(decisions): add first-class propose mode (#10010)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can currently perform many mutations directly, while humans often need a durable review point before cross-issue or destructive actions occur > - Existing approvals and issue-thread interactions do not provide a standalone, reusable object for presenting options, collecting typed inputs, detecting stale targets, and auditing effect execution > - The control plane therefore needs a first-class propose mode that separates an agent's recommendation from the governed mutation it may cause > - This pull request adds Decisions v1 across the database, shared contracts, server execution and telemetry, agent skill guidance, and operator UI > - The benefit is that agents can propose multi-option actions safely while operators get explicit provenance, fail-closed execution, per-effect results, and a focused attention workflow ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`. ### Problem or motivation Agents need a governed way to propose consequential work without immediately mutating issues, especially when one choice can affect several issue trees. Existing approvals and issue-thread interactions do not provide a standalone object with typed options, target snapshots, effect-level authorization, expiration, execution outcomes, and reusable attention-feed presentation. ### Proposed solution Add first-class Decisions that store options and typed inputs, surface open proposals in the operator attention feed, validate target freshness and the origin-agent/operator authorization intersection at decision time, execute a bounded set of auditable effects, and retain terminal outcomes. Decisions v1 supports comments, status and assignee changes, follow-up issue creation, blocker resolution, and issue-tree cancellation, plus bundle grouping, expiration/dismissal, rule-key telemetry, and agent-facing API guidance. ### Alternatives considered - Extend approvals with arbitrary effects: rejected because approvals represent governed yes/no actions and would become an unsafe generic mutation envelope. - Model every proposal as an issue-thread interaction: rejected because decisions can span several targets and need independent lifecycle, telemetry, idempotency, and effect results. - Let agents perform the mutation and ask for retrospective review: rejected because it removes the pre-execution governance boundary this feature is meant to provide. ### Roadmap alignment Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**, **Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool access)**, and **Activity History** by making explicit decisions, authorization gates, auditable execution, and terminal outcomes first-class control-plane objects. ### Additional context This does not replace existing approvals or issue-thread interactions, and it does not add an unrestricted generic mutation effect. ## What Changed - Added company-scoped decision, option, target, and effect-execution schema plus migration and shared TypeScript/Zod contracts. - Added decision routes and services for propose, list/get, decide, dismiss, cancel, target freshness checks, authorization intersection, idempotency, activity logging, and execution auditing. - Added rule-key decision telemetry and attention-feed metadata so open decisions are visible and measurable. - Added agent skill documentation for proposing and resolving decisions through the Paperclip API. - Added the Decisions UI: API client, query keys, inline attention resolver, bundle grouping, target-issue strip, terminal history, destructive confirmation, and per-effect result rendering. - Added server service coverage, DecisionCard state tests, and Storybook stories for the supported visual states. ## Verification - `pnpm -r typecheck` — passed. - `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated cross-suite cleanup-order failure in `heartbeat-responsible-user-invariant.test.ts`; the failing file passes in isolation (`6/6`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed. - `pnpm --filter @paperclipai/ui exec vitest run src/components/DecisionCard.test.tsx` — passed (`9/9`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/authz-existence-oracle-guard.test.ts src/__tests__/openapi-routes.test.ts` — passed (`5/5`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/decisions-service.test.ts` — passed (`16/16`). - `pnpm --filter paperclipai exec vitest run src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`). - `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter paperclipai typecheck` — passed. - `pnpm build` — passed. - Rebased-head focused suite — passed (`6` files, `88` tests): shared decision contracts, Decisions service, OpenAPI routes, startup feedback export, DecisionCard states, and attention helpers. The follow-up stale-secondary-target regression passes in the DecisionCard suite (`10/10`). - Rebased-head scoped typechecks — passed for `@paperclipai/shared`, `@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`. - Rebased-head migration numbering and safety checks — passed after renumbering the additive migration to `0193` and making it replay-safe for environments that applied the earlier feature-branch number. - `pnpm check:token-gates` — passed with all gates clean. - GitHub PR workflow and Greptile review for `1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the stale-secondary-target fix and PR metadata refresh on July 27, 2026. - `pnpm --filter @paperclipai/ui build-storybook` exposes an existing Storybook version mismatch (`storybook` 10.4.6 vs `@storybook/addon-docs` 10.5.0); Decisions stories were validated with the docs addon temporarily disabled and the tracked config remains unchanged. ## Risks - **Migration:** Adds replay-safe migration `0193`; migration numbering and safety checks pass. The new tables and indexes are additive. - **Authorization:** Effect execution intersects the proposing agent's permissions with the responsible user context and fails closed; mistakes could reject a valid proposal rather than silently over-authorize it. - **Concurrency:** Target snapshots and idempotency keys protect against stale or duplicate execution, but reviewers should focus on mixed-effect partial outcomes and retry behavior. - **UI:** Decisions are integrated into the existing attention feed rather than a separate navigation surface, reducing routing risk but increasing the importance of attention-item metadata compatibility. > 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 CLI using `gpt-5.6-sol` for final PR preparation, review fixes, and verification; repository tools and code execution were enabled, and context-window size is not exposed in this runtime. - Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions UI implementation, as recorded in the relevant commits. ## 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 Opus 4.8 (1M context) <noreply@anthropic.com> |
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71231dfa38 |
feat(audit): agent audit UI — company page + per-agent tab (#9744)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need an audit record of agent actions across tasks, comments, documents, approvals, and runs > - The permission-gated audit read API provides that record, but operators cannot inspect it in the product > - A readable UI must preserve company boundaries, server-side permission decisions, and redaction > - Audit exports must also be safe to open in spreadsheet software and must record the export itself > - This pull request adds company and per-agent audit views plus a guarded CSV export > - The benefit is a searchable, filterable, and reviewable agent action history with direct links back to work ## Linked Issues or Issue Description **Feature.** This change adds the frontend and CSV export for the agent action audit log. Refs #9731 and #9735. - Problem: agent actions are recorded, but operators have no readable product surface to inspect or export them. - Solution: add a company audit page and a per-agent Audit tab that use the permission-gated audit API. - Alternative: build a separate plugin-only surface. This was rejected because the existing permission model already supports a unified, server-authoritative view. This pull request targets the audit epic branch, which contains the merged #9735 audit API. ## What Changed - Added a company Audit page and sidebar entry. - Added a per-agent Audit tab with a fixed agent filter. - Added filters for agent, responsible user, action domain, entity type, and date range. - Added task and run links, responsible-user context, cursor pagination, and readable action text. - Added a permission-denied Enterprise card for callers without `audit:view_agent_actions`. - Added a CSV export that is permission-gated, capped, self-audited, CSV-escaped, and protected against spreadsheet formula injection. - Preserved the merged audit API cursor validation, redaction, and sub-millisecond pagination behavior. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6 passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with embedded PostgreSQL. - `pnpm -r typecheck` — passed across all workspaces. - `pnpm build` — passed across all workspaces. - `pnpm test:run` — all completed shards passed except one environment-sensitive CLI assertion caused by injected static AWS credential variables; the exact test passes 8/8 with those variables unset. - Manual Chromium QA exercised the populated feed, active filters, permission-denied card, per-agent tab, and CSV export. ## Screenshots and Manual QA - [All audit states exercised in Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001) - [Detailed browser report and per-agent tab root cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061) The per-agent redirect defect found during QA is fixed in this branch. ## Risks Low to moderate risk. The UI and export route are additive and use the existing company-scoped permission gate. The main risks are large exports and spreadsheet interpretation. The export is capped at 10,000 rows, records truncation accurately, and prefixes formula-like cells as text. There are no schema changes or migrations. > 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 - Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use, and code execution produced the original implementation. - OpenAI Codex, GPT-5 (deployment ID and context window not exposed), reasoning, tool use, code execution, browser-test orchestration, and GitHub review tooling repaired and verified the pull request. ## 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) - [ ] 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 Opus 4.8 (1M context) <noreply@anthropic.com> |
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DottaandPaperclip
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627728bdde |
feat: add authoritative issue PATCH receipts (#10478)
<!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents update tasks through the issue API. > - The update response did not state which values changed. > - Blocker updates also did not echo the scalar blocker IDs. > - Agents therefore used an extra GET request to confirm a successful write. > - This pull request adds an authoritative change receipt and an optional small response. > - The benefit is fewer API calls with a clear and compatible write contract. ## Linked Issues or Issue Description No public GitHub issue exists for this change. ### Subsystem affected Cross-cutting: `server/`, `packages/shared`, and the UI issue cache. ### Problem or motivation A successful issue PATCH returned the updated issue, but it did not identify the effective changes. Blocker writes returned relation summaries without the scalar IDs. Agents could not distinguish a confirmed clear operation from missing data. The response must confirm committed field and blocker changes while existing UI clients continue to receive the full issue by default. ### Proposed solution Add a `changes` receipt. Add a conditional `blockedByIssueIds` echo. Support `Prefer: return=minimal`. Keep the full response as the default. ### Alternatives considered Make the small response the default for agent tokens. This would create different response contracts by actor type, so this pull request does not use that design. ### Roadmap alignment This is a focused control-plane reliability improvement. It does not duplicate an open roadmap milestone. ## What Changed - Compute committed issue row and relation changes in the issue service. - Omit no-op fields and truncate changed long text values to 200 characters. - Echo blocker ID arrays for blocker set and clear requests. - Add the opt-in `Prefer: return=minimal` response and `Preference-Applied` header. - Keep receipt metadata out of React Query issue caches. - Add route and embedded Postgres tests for the new contract. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-activity-events-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "returns authoritative update receipts for row fields and blocker relations"` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `git diff --check` ## Risks - Low compatibility risk. The default response only adds receipt fields. - Minimal mode is opt-in. Existing clients do not receive a smaller body. - The receipt excludes `updatedAt` because the response already returns it as the freshness anchor. - Prose API and agent workflow guidance will follow after the server contract is available. > 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 based on GPT-5. The exact deployment ID, context window size, and reasoning mode are not exposed to the agent. The agent used repository tools, code execution, 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> |
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Devin Foley
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90ead239a8 |
feat(ui/server): name cross-company environment secret refs instead of calling them missing (#10577)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environment configs (sandbox providers, SSH) can bind stored company secrets through `format: "secret-ref"` fields, picked in the environment editor's secret picker > - Environments are instance-scoped and shared by every company on an instance, but the picker lists only the current company's secrets, so a ref pointing at another company's secret renders as "Missing secret (…)" in destructive styling > - That state is indistinguishable from a genuinely deleted secret, so operators "fix" a healthy binding by creating a duplicate secret in their own company — the exact sequence that used to corrupt bindings before #10576 > - This pull request adds an instance-gated metadata endpoint for an environment's secret refs and teaches the picker to name a cross-company secret and its owner honestly > - The benefit is that operators can tell a healthy cross-company binding from a broken one, and stop creating duplicate secrets ## Linked Issues or Issue Description **Is your feature request related to a problem? Please describe.** In the environment editor, a secret-ref field that points at a secret owned by a different company shows "Missing secret (22095402…)" in red, with "The previously selected secret is no longer available. Pick another or remove the binding." The binding is actually healthy — the current company's picker just cannot list the other company's secrets. Operators react by creating a duplicate secret and re-pointing the field. **Describe the solution you'd like** The editor should know the referenced secret's name, status, and owning company (metadata only, never the value) and present a cross-company ref neutrally, a deleted secret as deleted, and only an unknown id as missing. Related: #10576 (fixes the binding corruption this UI state used to trigger). ## What Changed - New `GET /environments/:id/secret-refs` returns `{ refs: [{ configPath, secretId, name, status, companyId, companyName }] }` for the environment's config-derived secret refs. Values are never returned. The route sits behind `assertCanAccessInstanceEnvironments`, the same gate as environment editing. - New `secretService.describeSecretRefs` loads that metadata across companies; unknown ids are omitted. - `SecretBindingPicker` reads an optional `SecretRefHintsContext` (keyed by secret id). With a hint, a ref the company list cannot show renders as `NAME — Owning Company` with neutral styling and the note "Owned by the … company. The binding keeps working; selecting a secret from this list re-points it here." A hint with `status: "deleted"` reports the secret as deleted. Without hints, behavior is byte-identical to before — agent editors and other picker users are unaffected. - `CompanyEnvironments` fetches descriptors for the environment being edited and provides them through the context. ## Verification - `cd server && pnpm vitest run src/__tests__/environment-routes.test.ts src/__tests__/secrets-service.test.ts` — new endpoint happy path, agent 403 (descriptors never computed), and embedded-Postgres coverage proving cross-company names resolve and unknown ids drop out. - `cd ui && pnpm vitest run src/components/SecretBindingPicker.test.tsx src/components/JsonSchemaForm.test.tsx src/pages/CompanyEnvironments.test.tsx` — hinted cross-company rendering, hinted deleted secret, and unchanged no-hint fallback. - `pnpm run typecheck` in `server` and `ui`. - Manual: edit an environment whose secret-ref field references another company's secret; the field names the secret and its owning company instead of "Missing secret". ## Risks - The endpoint exposes secret names and company names across companies to instance-level environment editors. Those actors already manage instance-shared environments (and instance admins are implicit members of every company), so this reveals no secret material and no new reach; the service method documents that callers must sit behind an instance-level gate. - UI change is additive and context-gated; pickers without a provider render exactly as before. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended thinking, agentic tool use (file edits, vitest/tsc runs). No other models involved. ## 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 |
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DottaandPaperclip
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6a3cbe1c58 |
fix(ui): load the full selected timeline window (#9576)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The timeline page visualizes company activity across a selected date window > - The UI requested only the first paginated issue batch even when the selected zoom covered seven or thirty days > - A busy company could therefore render an incomplete timeline while the controls implied the full window was loaded > - The timeline query needs to exhaust the API pagination for the selected date range and combine each page without duplicating shared timeline records > - This pull request adds a paginated window loader, merges the returned timeline data, and covers the multi-page behavior with a regression test > - The benefit is that the visible timeline matches the selected zoom window instead of silently omitting later issues ## Linked Issues or Issue Description ### Pre-submission checklist - [x] I searched existing open and closed issues and pull requests; no matching report or implementation was found. - [x] I reproduced the behavior against the pre-change `master` implementation. - [x] I confirmed the error originates in Paperclip's core timeline UI, not an adapter, provider, or local configuration. ### What happened? Selecting the default seven-day timeline range loaded only the first API page (up to 500 issues). Companies with more activity therefore displayed incomplete data even though the controls showed the full selected window. ### Expected behavior The timeline should load all issue pages that fall within the selected date window. ### Steps to reproduce 1. Open the company timeline for a date range containing more than 500 issues. 2. Keep the default seven-day range or select another multi-day preset. 3. Observe that only the first page of issue-backed timeline data is shown. ### Paperclip version or commit Pre-change `master`. ### Deployment mode Local dev source build. The behavior is not adapter-specific and is independent of database mode and access context. ### Privacy checklist - [x] No logs, configuration, personally identifiable information, or user data are included. ## What Changed - Added pagination parameters to the timeline API client contract. - Added a timeline window loader that requests every issue page and deduplicates actors, spans, events, and edges while preserving pagination metadata. - Switched the timeline query to use the complete-window loader. - Added a regression test proving a 501-issue window loads both API pages and combines their records. - Preserved delegation events and edges when parent and child issues fall on different API pages, with a server regression test. ## Verification - `pnpm exec vitest run server/src/__tests__/work-timeline-service.test.ts ui/src/pages/Timeline.test.tsx` — 16 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check origin/master...HEAD` — passed. - Remote CI: build, typecheck, both e2e shards, canary, policy, security, every general/serialized test shard, and the aggregate `verify` gate passed on head `24784b28e9`. ## Risks - Low risk: the change is isolated to timeline data loading and has no schema or API endpoint changes. - Large date windows now make sequential requests for all issue pages, increasing request count for very active companies; the 500-item page size bounds each response. - Merged records rely on stable identifiers or composite event/edge keys; the regression test covers cross-page combination and deduplication behavior. > 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 using GPT-5.4 with reasoning, repository tool use, shell execution, and test execution. The runtime does not expose the 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Devin Foley
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075951f6bd |
Fix import completion UX: inbox flood, false-failure message, stale company list (#10538)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company Import/Export (#10507, hardened in #10523 and #10531) now imports a large company end to end via an async job > - A real 1,418-issue import succeeded, but three rough edges showed up in that success > - Imported issues flooded the inbox, a completed import surfaced a false "failed" message after its in-memory result expired, and the new company didn't appear in the switcher until a manual refresh > - This pull request keeps imported issues out of the inbox, treats an expired-but-completed import as success, and refreshes the company list on completion > - The benefit is that a successful import looks and feels successful, and doesn't bury the user's inbox in historical tasks ## Linked Issues or Issue Description - Refs #10507 / #10523 / #10531 (Import/Export and its hardening). No open issue; three post-import bugs described above. ## What Changed - **Imported issues no longer flood the inbox.** The inbox "mine" tab is a query: an issue is "touched" if the user authored a comment on it, and import re-attributes bundled user comments to the importing user — so every imported issue appeared. Import now seeds a per-user `issue_inbox_archives` row for each imported issue (via a batched `issues.archiveImportedInbox`), the exact table the inbox visibility query excludes. Gated on an actor user id, so agent/system imports and normal issue creation are untouched; genuine new activity still resurfaces the issue. - **A completed import no longer shows a false failure.** The in-memory job's terminal retention was 5 minutes, so a poll after that 404'd and the UI showed "failed." Retention is extended to 60 minutes — the real mitigation for a user who steps away during a long import. `watchImportJob` additionally treats a *server-confirmed* success whose full result is no longer retained (a `succeeded` status carrying only the compact summary — a cloud tenant job, or a board job whose full in-memory result aged out) as a soft success ("import completed — open the company"), navigating by the summary's company id. A 404 while the job is still being watched is *not* treated as success: a running job is never dropped by the retention sweep, so its disappearance means a restart mid-import that may not have finished, and it surfaces the honest "may have restarted while the import ran" error. A first-poll 404 (the id never existed) is likewise a real error. - **The imported company appears without a refresh.** `onSuccess` now invalidates the companies/switcher query unconditionally (covering both the full-result and expired-but-completed paths) and navigates by the job's company id. ## Verification - shared/server/ui typechecks clean; 15 UI tests in the touched spec green, plus the embedded-Postgres import batching and portability-routes suites. - New tests: embedded-Postgres test that imported touched issues are archived for the actor and excluded from the inbox query while a normally-created issue still appears; job resolvable at the old window+1 and only 404s past 60 min; UI soft success on a server-confirmed `succeeded` job without a retained full result (no error, list invalidated, navigates by company id), a running-then-gone job → honest error (restart mid-import), and a first-poll 404 → error. ## Risks - Low and import-scoped: the inbox archive only affects imported issues for the importing user; normal issue creation and non-user (agent/system) imports are unchanged. Retention extension is a constant; the async job store remains in-memory by design. A restart mid-import still 404s and is surfaced honestly as a possible failure (never masked as success); only a server-confirmed success whose full result has expired is reported as a soft success. ## Model Used - Implementation: Claude Fable 5 (`claude-fable-5`, Anthropic). Review hardening (the confirmed-success narrowing): Claude Opus 4.8 (`claude-opus-4-8`, Anthropic). Both via the Claude Code CLI with extended thinking + tool use; root-caused against the live import. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [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 |