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Author SHA1 Message Date
DottaandPaperclip b17019e14d fix(agents): reduce default instructions and qualify stock harnesses (#14948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its adapters supply task context and access to Paperclip skills and
tools.
> - The default hire manual and shared prompts also repeat general work
procedures.
> - Those procedures overlap with stock provider instructions and the
Paperclip skill.
> - Existing E2E fixtures supply a QA manual, so they do not qualify the
production default.
> - This pull request reduces the generic instructions and adds real
default-hire coverage.
> - The benefit is less competing guidance, with inspectable evidence
for preserved skills and task context.

## Linked Issues or Issue Description

Refs: #14920. That merged change preserves native Codex base
instructions. This PR covers the default manual, shared legacy prompts,
operational skill guidance, and the narrowly approved ACP
skill-discovery/session-environment repair for measured delivery and
credential-persistence failures.

**What existing behavior does this improve?**

New non-CEO hires without a custom bundle and legacy task/chat startup
and continuation prompts.

**Current behavior**

The shipped default manual contains 602 words. Generic task/chat prompts
and ordinary resume deltas repeat work procedures already available
through the harness and Paperclip skill.

**Proposed behavior**

The default manual contains only the eight-word company identity. Shared
startup prompts retain identity and connection guidance. Ordinary resume
deltas retain current work context without the generic execution
contract.

**Reason and benefit**

Let the stock harness guide general work. Keep Paperclip-specific
capabilities and independently test default hires, skills, ordered
comments, and chat restart.

**Breaking changes**

New default hires receive less guidance. Existing saved manuals,
explicit custom bundles, CEO templates, and specialized wake contracts
retain their behavior. The obsolete includeExecutionContract option
remains accepted for source compatibility.

## What Changed

- Reduce the default hire manual to one sentence.
- Reduce shared task/chat defaults and remove the generic
ordinary-resume contract.
- Keep connection guidance, auth, skills, custom prompts, and
specialized wake context.
- Add credential-free instruction-boundary gates and 26 explicit Product
E2E cells across eight legacy/native profiles, including two focused
Paperclip-storage cases.
- Capture public hire receipts before providers run, then grade
delivered prompts and independent task/chat outcomes.
- Add an early legacy skill API recipe for saving a task document,
checking the saved revision receipt and linking the document. Improve
stock task/heartbeat skill-selection metadata and show a clickable
Markdown UI-link example. Keep native tool completion separate.
- Advertise bounded routing descriptions and exact successfully staged
SKILL.md paths in legacy ACP Claude; keep full bodies on demand and
preserve remote path rebasing.
- Remove only the provider environment from copied persisted ACP session
records, while loading current run credentials and preserving all other
options/conversation state.
- Regenerate both capability metadata inventories and reject stale
manifests/inventories before provider admission.
- Publish the original reduction and focused skill-repair comparisons,
preserving all failures, automatic recovery, cost coverage and
limitations.

## Verification

**Behavioral qualification remains pending.** Original legacy ACP Claude
loses the issue document only in the reduced cohort beneath an unchanged
credential failure. A source-backed diagnosis finds that neither
ordinary assignment reads the staged operational skill, while the
runtime persists provider environment in session state. The new common
repairs expose skill metadata/path and omit persisted env; strict
document and credential guards stay intact. [Inspectable diagnosis and
retained
hashes](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-readiness.md).

Current repair head `de0965984ff3edf611ae6d0e7ca5c7d5ae3947bb`
incorporates master `569c7203aa24b95440682983ce7940ba1d4247bd` (merged
#14961/#15007). All 222 affected adapter tests, adapter-utils/E2E
typechecks, and final 96 variant/grader/retry calibrations pass. The
frozen historical comparator is
`c25697f4260b6f3adfea143c3ae9932e2f42986d`: 8,280 of 8,291 paths
identical, exactly two production instruction paths plus nine declared
unit expectations differ. The operational skill/discovery/environment
repairs, selected model/profile/task/core grader/auth/permissions/retry
policy are identical. Both actual launcher prepare→verify admissions
pass with zero providers. [Immutable manifest and exact
receipts](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-evidence/manifest.json).

One original legacy ACP Claude cell per variant is authorized, with
enforced single campaign attempts, 12-minute deadlines and company/agent
1,000-cent hard stops; every product recovery run/cost is counted.
Actual live outcomes are pending. Current normal CI has one failed
server shard and failed aggregate verify under diagnosis; other normal
gates including typecheck/build/Rust/all eight browser shards pass.
Fresh review completed successfully; the valid historical startup/resume
masking finding was fixed with per-invocation task/chat checks and
strict complete-snapshot capture, calibrated and resolved. Prior heads,
failures and campaigns below remain historical evidence, not checks on
this repair head.

- Prior head `36aa4d81c49a1a8f6f04b1a068fae19aa901955f` is replayed on
merged hiring master `862a5758ba0e88a33232c1f1fa645e85c38a3113`. All 52
current-head checks pass with two intentional Storybook skips, including
repository typecheck/test/build and the browser shard. Fresh Greptile is
5/5 with zero unresolved review threads. Exact-head stock prerequisites
pass 599 assertions (598 TypeScript + 1 Rust), all six gates and
retained receipt verification, zero providers/source errors. Fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`.
Combined catalog/hiring calibrations pass 67 assertions, E2E typecheck
and 26-cell stock discovery pass. Canonical contract/inventory checks
and the later issue-derived reference calibration are retained; that
reference-only follow-up is not live-qualified by earlier frozen runs.
- Prior full repository typecheck/build passed. The complete local
Vitest run executed 14,956 tests: 14,870 passed, 83 skipped, three
timing failures. All three affected files passed unchanged narrow
reruns; original failures remain retained. Current-head CI now passes
the full general checks; the original local failures remain retained.
- The original 24-pair default-manual/shared-prompt comparison has two
new overall classic Claude/OpenCode document-delivery failures plus an
additional legacy ACP Claude document loss beneath an unchanged
credential-guard failure (not closed by later runs), two newly passing
OpenCode ordered cases, seven unchanged failures and 13 unchanged
passes. Equal 15/24 totals do not establish behavioral equivalence.
[Complete original
report](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-stock-harness-live-comparison.md).
- The skill-only repair holds the eight-word manual/shared prompts and
merged #14920 fixed. All four matched profile configurations and 203
fixture/behavior files match. Candidate
`abd0b628ca642c09a54a4edc56a5227402f6686e` varies only the two skill
sources against baseline `bc83fe030234439ac51279502a28803958963e2e`.
[Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060885547)
and [baseline
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060888047)
each pass 571 exact-source prerequisites before providers; all eight
cells clean up successfully. Failed campaigns publish successfully and
remain failed.
- Repair pairs: Claude original Fail → Pass; Claude explicit Pass →
Pass; both OpenCode cases Fail → Fail. Explicit OpenCode's handoff
worsens beneath the unchanged failing UI-link grade: baseline gives a
clickable API URL, candidate gives a code-formatted path without an
anchor. The request's usable-link wording is narrower in the UI-only
oracle. [Complete repair report and safe
projection](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-legacy-document-skill-repair.md).
- The subsequent narrow stock metadata/link correction has two matched
Pass → Pass cases, zero new machine failures/passes and no pending
pairs. Both original-case handoff links remain deficient: candidate uses
a wrong PAP prefix, baseline supplies a bare prefix-less slug path; the
preserved original oracle only requires a durable document. Both
explicit clickable UI-link cases pass revision/content/link grading. All
four exact-source 587-check gates, single assignment runs and cleanup
pass. This does not establish fix causality because baseline also
succeeds. [Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37069547401)
freezes `fe9dc1e3c518825242ed889ab9c8352986f8c2ed`; [matched
baseline](https://github.com/paperclipai/paperclip/actions/runs/37069552374)
freezes `0d7ecfa96d72fba79b7f0a25052b42c0686c0488`. This is a skill-only
comparison with reduced manuals/shared prompts held constant, not a
repeat of the historical-manual comparison. Only original and clarified
explicit classic OpenCode cases are selected, two per variant/four
expected turns. 8,242 other tracked files and both profile hashes match;
protected workflows admit each exact source before credentials.
[Complete qualification
report](https://github.com/paperclipai/paperclip/blob/74d0d3d945f4c52d0814b5a845ab5bd09f33cd6b/doc/plans/2026-10-02-opencode-skill-routing-link-qualification.md).
Candidate original loads Paperclip/reference before saving publicly;
baseline original loads it after writing locally, then saves publicly
within the same assignment. Reported cost totals are $0.0107824490
candidate / $0.0107909015 baseline, with unmetered runtime. The later
reference-only issue-derived link correction is provider-free calibrated
and **not live-qualified** by these frozen runs; no further paid runs.
- Retained tool calls show the repaired original OpenCode assignment
loads only its assigned output skill before writing locally. Operational
Paperclip is first loaded during automatic disposition recovery; its
early recipe is visible then, but it never saves the missing document.
Explicit candidate loads Paperclip and reads the new reference before
saving successfully. All nine actual runs are counted. Reported LLM
totals are $0.3802537209 baseline and $0.4918990161 candidate; local
runtime is unmetered.
- Initial setup, packaging, cancelled/missing-cell recovery, callback
test and relative-output attempts remain retained. No completed provider
failure was rerun. Frozen measurement branches are unchanged by later
canonical metadata maintenance.
- Run `pnpm test:e2e:runner:stock-harness`, `pnpm test:e2e:runner:unit`,
and `pnpm test:e2e:runner:typecheck`. Select `stock-harness` explicitly
for paid execution; it is excluded from `--all`.

Prior-head integration: `36aa4d81c49a1a8f6f04b1a068fae19aa901955f`
replays this PR on merged hiring #14985
(`862a5758ba0e88a33232c1f1fa645e85c38a3113`), preserving the four
explicit custom-CEO-bundle checks, minimal generic manual boundary, and
both suites. The combined fixture catalog and hiring calibrations pass
67 assertions; exact-head stock prerequisites pass 599 assertions (598
TypeScript + 1 Rust), all six gates and retained-receipt verification,
zero providers/source errors, fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`. E2E
typecheck and 26-cell stock discovery pass. Fresh current-head CI passes
all 52 checks with two intentional skips, and fresh Greptile is 5/5 with
zero unresolved review threads.

The prior source-plan browser failure is retained: a deterministic
process fixture replayed its last `fixture:plan` command on
`chat_task_completed`, writing revision 2 with identical body after the
approval handoff. This was not paid provider execution. Rebased
current-head CI passes the same assertion without an old-head retry or a
change to that browser fixture.

The merged hiring change was measured separately on immutable matched
unions, with this reduced/shared/operational context and native
completion guidance held constant. [Complete original two-profile
report](https://github.com/paperclipai/paperclip/blob/f0512647656be78e48abd8c22a3078db8bf6bcd2/doc/plans/2026-10-02-hiring-template-live-comparison.md):
[candidate](https://github.com/paperclipai/paperclip/actions/runs/37075466208)
/ [historical
baseline](https://github.com/paperclipai/paperclip/actions/runs/37075469463),
705 provider-free prerequisites each. Both pairs are unchanged Fail →
Fail on the exact-five count, with six core delivery checks passing all
four cells; 28 actual successful runs include eight automatic completion
wakes, zero retries, four successful cleanups. Source-read coverage is
uncomparable, actual model charges unknown. Separately versioned
provider-free accounting remains analytical work; original verdicts are
preserved. This does not rerun or qualify the completed default-manual
or native campaigns.

## Risks

- Legacy ACP Claude's additional delivery loss is not closed by any
later matched run and blocks the no-extra-failing-behavior merge
criterion. Legacy document delivery may have relied on the prior
manual/shared prompts. The early skill repair improves Claude in one
trial; the later OpenCode pairs pass in both variants and cannot
establish causality or robust recovery. Both original-case links remain
deficient beneath the storage-only grade. The later issue-derived
reference correction has only provider-free validation. Native
finish/block descriptions must not be supplied to legacy agents.
- The comparison holds merged native Codex fix #14920 constant; it
cannot measure that fix's before/after task performance.
- These bounded skill/context/chat workflows do not measure general
coding quality. Unrepresented providers remain unqualified.
- Saved manuals and old Codex sessions are not automatically migrated.
Codex through ACP still has a separate base-instruction follow-up.

## Model Used

OpenAI Codex, GPT-6 family as identified by this session. The exact
deployment ID and context-window size are not exposed. The assistant
used reasoning, repository tools, code execution, and delegated PR/eval
work.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` /
`Closes: #` / `Refs: #` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (relevant suites and all
three unchanged narrow reruns pass; complete-run timing failures
retained in Verification)
- [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 on the new repair head
(prior-head checks retained above)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the new repair head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 12:32:42 -05:00
DottaandPaperclip 862a5758ba fix(agents): reduce hiring templates to role descriptions (#14985)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for work.
> - New agents receive role instructions from onboarding, the hiring skill, or a team package.
> - These sources repeat harness procedures and impose generic work policies.
> - They can crowd out the task and the harness instructions.
> - This pull request reduces those sources to short role descriptions.
> - It preserves configuration, skills, authentication, reporting lines, and approval controls.
> - The benefit is less repeated instruction text with explicit coverage for the default hiring path.

## Linked Issues or Issue Description

Refs #3307. The CEO template can impose a fixed delegation route instead of letting the agent choose how to fulfill the request. This change removes that route. It does not implement autonomous goal selection.

Related work: #14920 preserves stock Codex base instructions. #14948 reduces the generic manual and shared runtime prompts. #14961 improves native completion-tool descriptions. This PR is separate from those changes.

## What Changed

- Select only the short CEO `AGENTS.md` for new default CEO bundles. Keep the three former companion files as compatibility assets.
- Reduce the first-agent chief-of-staff prompt and coder, QA, UX, and security role examples.
- Reduce seven bundled team role bodies. Preserve their role, reporting, and skill metadata. Regenerate the catalog.
- Make hiring examples optional. Replace the long generic role manual with short role drafting guidance. Preserve explicit requester instructions.
- Add configuration and import coverage for native and legacy managed bundles, custom instructions, first-agent rendering, and catalog contents.
- Add an explicit-only hiring eval that starts from the production CEO default and checks one coder hire, independently computed JSON output, saved instructions, and worker reuse.
- Include the full prompt comparison and a separate three-request drafting simulation. Neither is a live provider comparison.

Prompt differences: [before and after](doc/plans/2026-10-02-hiring-template-prompt-diff.md). The CEO default falls from 1,897 to 20 words. The coder example falls from 652 to 18 words. Word counts describe instruction size, not outcome quality or billing.

## Verification

- PASS: 99 focused server tests and eight shipped-catalog tests.
- PASS: catalog generation and validation for four shipped teams.
- PASS: hiring skill validation.
- PASS: `pnpm -r typecheck`.
- PASS: `pnpm build`.
- INCOMPLETE: the full local `pnpm test:run` was stopped before rebase. Its original log is retained. This is not a completed full-suite pass. The full current-head GitHub CI workflow passed: https://github.com/paperclipai/paperclip/actions/runs/37073372419.
- PASS: `pnpm test:e2e:runner:typecheck` and `pnpm test:e2e:runner:unit` (63 files / 843 tests).
- PASS: discovery for the two new hiring cells, 50 existing everyday cells, and the full 438-cell catalog.
- PASS after rebase: 99 server tests, 11 catalog tests, 62 selected E2E support tests, and the E2E typecheck.
- PASS: all current-head PR checks at `57dcee147ed0b2d2e3cc657cd9e50fb16bf9ec25`: 51 successful check runs, two intentional Storybook skips, and successful Snyk status. Fresh Greptile is 5/5 with zero unresolved threads.
- PENDING follow-up: matched live hiring runs on frozen integration refs. No live outcome-quality or non-regression result is claimed from the configuration checks or this merge.

The new suite has two local native cells: Codex and ACPX Claude. It expects five provider turns per cell. It compares source-derived bundles, so the historical long templates remain admissible. Missing successful source-read receipts make a pair uncomparable. They do not establish a behavior regression or equivalence.

## Risks

- New default roles have fewer prescribed procedures. Live checks must determine whether a removed instruction was needed for an outcome.
- Existing custom and saved bundles keep their contents. The retained companion assets avoid a source-file compatibility break.
- Specialized Summarizer, Reflection Coach, and Wiki Maintainer prompts remain unchanged. Their product contracts need separate review.
- The generic non-CEO fallback reduction is in #14948. This PR alone does not provide its eight-word fallback.
- Configuration tests and drafting simulations do not establish live outcome quality. QA, UX, security, and chief-of-staff hiring behavior remain outside the new two-cell comparison.

> 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-6, with reasoning, code editing, shell tools, and delegated verification. The runtime does not expose the exact deployment model ID or context-window size.

## Checklist

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-02 17:56:42 -05:00
DottaandPaperclip 3c561642b4 fix(chat): resolve approvals and preserve unanswered questions (#14613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents ask for decisions and optional details through cards in chat.
> - A clear approval in a message can leave the matching card pending.
> - An unanswered question can also block an unrelated later reply.
> - Decisions need a saved source message, while optional questions need
to remain answerable in history.
> - This pull request records conversational decisions and lets users
move on from questions and answer them later.

## Linked Issues or Issue Description

**What happened?**

Native Claude and Codex could act on approval in chat while the original
approval card stayed pending. Pending question forms stayed above the
composer, were absent from history, and could suppress later chat
replies. A late native question answer could wait for a finished run to
reconnect.

**Expected behavior**

The active agent records a clear approval or refusal against the exact
card and user message. Ambiguous replies do not grant consent. Users can
send another message without answering a question. The question remains
pending in history and can be reopened and answered later. The saved
answer reaches the agent.

**Steps to reproduce**

1. Ask an agent to propose work with a confirmation card, then approve
it in chat.
2. Check that the original card records that approval before work
starts.
3. Ask an interactive question, send an unrelated message, and reload.
4. Open the unanswered question from history and submit an answer.

Related work: #14408 added completion delivery. #14607 tests completion
reporting turns. Neither records conversational answers on approval
cards.

## What Changed

- Add a confirmation endpoint backed by a user comment, with schema
validation, OpenAPI discovery, and native Plan-mode access. Ask mode
remains read-only.
- Check company, active run, actor, current session, message provenance,
revision, and resolver policy. Save the decision and audit in one
transaction. Retries do not repeat effects. Emit resolution telemetry
after commit.
- Give fresh and resumed chat turns the actual pending confirmation
identities. Teach agents to save clear conversational decisions before
acting and to clarify ambiguity.
- Keep unanswered Agent Chat questions as compact history entries. A
newer user message closes the old form. Question cards never contribute
to composer pending counts or navigation, including after dismissing a
fresh form. The history card is the sole reminder; clicking it restores
that exact form and draft.
- Preserve Agent Chat questions when later messages or questions arrive.
Historical ordinary inputs no longer gate later chat replies.
Current-run requests, task execution, and governed approvals keep their
gates. Remove the special acknowledgement-publication proof helpers that
this rule replaces.
- Route answers to finished native runs through durable fresh-wake
delivery, with existing idempotency and source-question context. Settle
late replies against contiguous completed conversation turns and freeze
their history replay; failed, unhandled, and newly arriving messages
remain actionable.
- Add real-component Storybook scenarios, database and UI regressions,
and a three-turn native Claude/Codex E2E case. Capture distinct,
UI-ready screenshots and report the individual assertions.

## Verification

- Focused decision/publication/UI regressions after merging master: 288
passed; subsequent UI draft, failed-send, and conversation checks: 199
passed.
- Native question and durable delivery regressions: 106 passed,
including all four terminal run states and exactly-once late delivery.
Seven targeted regressions fail against the original implementation and
pass with the fix.
- Latest conversation/decision/native-delivery regressions after the
master merge: 121 passed. Covers completed progress, missing or failed
intervening turns, new messages during a late reply, stale sessions, and
frozen retry/replay boundaries. Four new assertions fail before the
ordering fix.
- E2E support suite after the master merge: 792 passed. Negative
controls reject expired cards, wrong questions/answers, stale or missing
replies, unrelated clarification forms, and unexpected tasks.
- The embedded-browser walkthrough caught one additional defect:
dismissing a fresh question still showed a composer badge. Both Cancel
and close-button regressions failed before the fix. The fix at
`65f2ade12` passes 170 chat-thread tests and 792 E2E support tests.
After merging master, 232 chat-thread/confirmation tests, server/UI
typechecks, and token gates pass. The preview and two-provider live E2E
pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at
that commit. All 55 checks are now successful at `e5512a206` (four
conditional checks skipped), including the aggregate verification gate
and clean-install canary test. The first attempt was interrupted by
simultaneous CI worker shutdowns; one failed-job rerun passed without
code changes.
- [Published
Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on):
nine real-component scenarios. Manually exercised move on, reopen,
preserve draft, answer later, answer one of multiple questions, and a
custom mobile answer in the embedded browser. Retested fresh Cancel and
close-button dismissal in the updated build, then reopened and submitted
the preserved Green selection and inspected its answered receipt. Static
preview has no live model/backend; its callbacks are fixture responses.
- [First live
campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/)
reproduced the late-answer completion-state defect on both providers
despite correct saved answers and acknowledgements. It also exposed a
valid imperative clarification rejected by the old oracle. Both issues
are fixed with regression controls; this failing run is retained as
evidence.
- [Four-cell
qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/)
passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous
confirmation, each on native Claude and Codex. Inspected saved state,
source-message decisions, visible cards, and agent replies. Both
late-answer chats settled to waiting; no unrequested tasks were created.
[Final branch
rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/)
passed 2/2 at `142630720`: the same unanswered-question journey after
merging master, plus an additional screenshot and browser assertion for
the actual late-answer acknowledgement.
- [Composer-reminder
E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/)
passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each,
with explicit no-badge assertions before and after reload. Inspected
saved pending/answered state, both screenshots with a clear composer,
and actual Blue acknowledgements; all five behavioral matchers passed
per provider and neither created tasks. Cost coverage is partial; this
is bounded workflow qualification.
- [Fresh-dismissal
E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/)
passed 2/2 at `e5512a206`: native Claude and Codex, including fresh
Cancel, clear composer, reopen, unrelated message, reload, late Blue
answer, and actual agent acknowledgement. All five behavioral matchers
pass per provider. Inspected the fresh-dismissal screenshots and saved
pending/answered identity; neither created tasks. Cost coverage is
partial (4/6 runs).
- Prior evidence remains available in [the earlier
campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/).
Its early loading screenshot and overwritten final capture prompted the
UI-ready, distinct screenshot fixes.

## Risks

- The model interprets intent. The server verifies permission and
provenance; it does not infer consent from text. Ambiguous and unrelated
replies are not approvals.
- Historical questions can accumulate. They remain visible, pending, and
answerable; no automatic answer or expiry is invented.
- The change to completion gates is scoped to Agent Chat and ordinary
historical inputs. Current-turn and governed approvals retain their
existing controls.
- Live qualification is limited to the selected stories. Broader native
onboarding finalization remains separate work.
- No database migration. Telemetry adds no fields or values; the
contract and README document the commit boundary. Privacy review was
requested on the PR.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser-test orchestration. The exact model ID and
context-window size are not exposed to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 11:46:46 -05:00
0be2afcca6 feat(ui): improve task composer controls and pending input (#14322)
## Thinking Path

> - Paperclip lets operators assign tasks to AI agents and review their
work.
> - The task composer controls the next message and its assigned agent.
> - Operators needed a way to choose that agent's model and effort
without leaving the composer.
> - The old mode selector, upload button, and input cards made the
mobile composer crowded and hid normal messaging during a pending
decision.
> - Harnesses publish different model and effort capabilities, so the
picker must follow the selected agent.
> - This pull request adds one responsive composer flow, keeps pending
cards visible above it, and protects Codex ACP authentication in the
local test path.
> - Operators can choose run settings, send a message, and answer a
pending card as separate actions.

## Linked Issues or Issue Description

**Subsystem affected**

Task composer UI, issue thread interactions, Codex ACP credential
handling, and Storybook.

**Problem or motivation**

The composer did not expose model or effort for the selected agent.
Mobile actions wrapped poorly. Pending questions and confirmations
replaced the composer. A local Codex ACP test could also reuse host
authentication after the managed key was removed.

**Proposed solution**

Put assignee search, model search, exact model IDs, effort, and fast
mode in one picker. Use a mobile dialog. Replace the direct-upload plus
action and separate mode selector with an Add menu and removable Plan or
Ask chips. Place pending interaction cards above the usable composer.
Keep these cards pending after an ordinary message unless their creator
asks for comment superseding. Replace managed ACP auth files atomically
and isolate the test key from host credentials.

**Roadmap alignment**

ROADMAP.md does not list an overlapping composer milestone. This change
improves the existing task and review flows.

## What Changed

- Added the combined assignee, model, and effort picker to both task
composers. Search matches agent name, role, and harness. The server uses
a curated Codex list by default and honors instance-declared models.
Manual IDs remain available.
- Added an effort slider for known model capabilities, a conditional
Codex fast control, and reset. The picker opens in a modal on mobile.
- Added the Add menu for files, supported goals, Plan mode, and Ask
mode. Plan and Ask are exclusive removable chips. Keyboard mode cycling
remains available.
- Adjusted mobile spacing, avatars, wrapping, and Send placement.
Removed the composer divider.
- Moved pending question, confirmation, review, and related cards above
the composer. Ordinary comments now leave question and confirmation
cards pending by default. The onboarding prompt retains explicit comment
superseding.
- Updated the Storybook composer group with responsive states and the
production picker. Added UI, service, route, and browser regression
coverage.
- Isolated Codex ACP API-key authentication, skipped subscription auth
merge and shared-home copy-back for remote API-key runs, and replaced
the managed auth file atomically.

## Verification

- `pnpm -r typecheck` — passed on the final local head.
- `pnpm check:token-gates` — passed on the final local head.
- `pnpm exec vitest run server/src/__tests__/adapter-models.test.ts
ui/src/components/task-chat/ComposerRunSettingsPicker.test.tsx` — 31
tests passed, including role and harness search, declared Codex models,
and filtering general OpenAI models.
- `pnpm exec vitest run
server/src/__tests__/issue-thread-interactions-service.test.ts` — 74
tests passed.
- `pnpm exec vitest run
packages/adapters/codex-local/src/server/acp.test.ts` — 42 tests passed,
including remote API-key copy-back isolation.
- `pnpm test:run` — attempted locally; the embedded PostgreSQL test
database could not initialize on macOS. The isolated
`heartbeat-run-event-sequencing` suite reproduced that environment
failure. GitHub CI runs the full test matrix for this head.
- `pnpm build` — passed on the final head. `pnpm build-storybook` passed
after the last UI change; only server code, tests, and docs changed
afterward.
- Live local test drive — Codex ACP ran a task with a managed API key.
The test agent was restored to its default ACP configuration afterward.
- Review the interactive stories under the top-level Composer group with
`pnpm storybook`. Check a narrow desktop width and mobile Plan, Ask,
picker, and pending-question states.

## Risks

- A pending card stays open when an ordinary comment changes the
discussion. Its creator can set `supersedeOnUserComment: true` when a
new comment should replace it.
- Model and effort overrides persist on the task until reset or changed.
An unlisted manual model ID may fail when the provider runs it.
- Some harness catalogs do not report effort support. The picker hides
effort for those models.
- No database migration is required.

> 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-6 via Codex. This runtime does not expose the exact model ID
or context window to the task. The model used code execution and browser
tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: OpenAI Codex <codex@openai.com>
2026-09-28 23:02:39 +00:00
DottaandPaperclip 43acbcc398 fix(runner): preserve sessions and complete question and approval continuations (#13655)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

**Deployment mode**

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

## What Changed

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

## Verification

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

## Full-catalog follow-ups

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 07:42:57 -05:00
DottaandPaperclip d0b67bfe71 feat: queue approvals and answers during active runs (#13539)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users guide running agents through messages, questions, and approval
cards.
> - Messages already wait in a queue when an agent is running.
> - Card responses did not appear in that queue. Some question answers
also steered a later run without a user click.
> - A fast approval could invalidate the agent's review handoff and
cause it to stop its own run.
> - This pull request gives card responses the same queue controls and
preserves the exact response during delivery.
> - Users can wait for completion or explicitly send the response with
Interrupt or Steer.

## Linked Issues or Issue Description

Refs #13517, which is merged. This PR targets master and adds queued
interaction responses on top of the onboarding changes. Related
continuation work: #10519 and #12866.

**What happened?**

Accepting a proposal while its source run was active left a saved
response outside the message queue. The agent could then lose its review
path, reassign the task, and cancel itself. Answers to older questions
could also steer another active turn without a click.

**Expected behavior**

Save the response immediately. Queue its continuation behind the active
run. Deliver it after completion, or when the user explicitly chooses
Interrupt or Steer. Preserve approval revisions and answer choices.

**Steps to reproduce**

1. Let an agent publish a confirmation card while its run is still
active.
2. Accept the card before the agent finishes its review handoff.
3. Inspect the message queue and the task's next run.

**Paperclip version or commit**

Reproduced on da8a3876c with the onboarding changes from #13517.

**Deployment mode**

Local development from source. The fix covers legacy adapters and native
Runner turns.

## What Changed

- Project resolved cards into the existing queue as immutable responses.
Keep answers and exact approval revisions.
- Require an explicit click to steer a response into a compatible native
turn. Use Interrupt when a fresh session is required.
- Preserve typed response context through interruption, cleanup waits,
and normal queue promotion. Keep the direct answer channel for a
provider blocked on its original question request.
- Accept the source run's review handoff after its card resolves. Reject
stale agent reassignment that would orphan a queued response.
- Add deterministic regression tests and an `accept-while-running` case
to the first-task suite. Require recorded timestamp overlap before that
case can pass.
- Keep the first-task skill name out of user-facing messages.

## Verification

- Red-green: the original route failed the queue regression; the changed
route passes it.
- Focused server/UI tests: 139 passed, including 64 queue-route tests.
- Runner harness unit tests: 314 passed.
- Server, UI, and Runner E2E typechecks passed. UI token gates passed.
- Full repository typecheck and build passed. Server typecheck passed
again after review fixes.
- Review regressions: 165 queue/reopen route tests, 53 wake admission
tests, and 18 run identity tests passed. Approval acknowledgement
recovery and both message/approval arrival orders are covered.
- Full local test run: 12,401 passed; three new admission regressions
ran against a cached pre-fix module. A fresh run of that entire suite
passed (53 tests). The complete CI suite passed on the final commit.
- Previous-head CI at `c28e2ef12`: 32 checks passed and 2 optional
Storybook checks skipped. Every server/workspace/browser shard, Runner
verification, build, typecheck/release registry, canary, policy, and
security check passed. Greptile: 5/5, no unresolved threads. Earlier
interrupted CI workers were replaced by this fresh complete run.
- After integrating the updated parent: 314 harness tests, 119
queue/admission tests, 44 onboarding/question-delivery tests, and 13
native recovery tests passed locally. Full repository typecheck and
build passed.
- Clarified the skill wording preference: routine replies describe the
action without announcing the internal skill; direct questions and
permission/security/execution disclosures remain truthful.
- The paid `accept-while-running` scenario is registered for all four
local first-task profiles. It has not been run against a model in this
change.

- Rebased onto the merged parent at `11921075a`; the resulting tree
exactly matches the locally verified integration tree. Final-head CI on
`b53054807` passed: 54 successful checks, 2 optional Storybook checks
skipped, no failed checks. Every new server/browser shard, aggregate
verify/e2e gate, Runner, typecheck, build, canary, and security check
passed on the first attempt. Greptile reviewed this exact head at 5/5
with no unresolved threads.

## Risks

- Responses now wait instead of implicitly steering another active turn.
A provider blocked on the original question still receives its answer
directly.
- Approval receipts cannot be edited, discarded, or reordered as
comments. This preserves the recorded decision.
- Interruption must still prove that the prior execution stopped. The
tests cover cleanup waits and duplicate delivery.
- The new paid overlap case can be unexercised if the model finishes
before the click lands. It cannot pass without evidence of overlap.
- No database migration is required. This repairs the existing approvals
and execution controls; it does not implement the roadmap's work-stream
queues.

## Model Used

OpenAI GPT-6 through Codex. The exact deployed model ID and
context-window size were not exposed in this session. Capabilities used:
agentic reasoning, repository inspection, code editing, terminal
commands, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-16 14:44:36 -05:00
DottaandPaperclip 11921075a4 Add first-task onboarding skill and Runner E2E coverage (#13517)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The first task helps a new user define and approve useful work.
> - That workflow needs reusable instructions and tests against the
production experience.
> - Native Codex and Claude must load the assigned skill, including
after resume.
> - Maintainers need recorded conversations and precise failed checks to
judge regressions.
> - This pull request adds the first-task skill and a suite in the
shared Runner E2E harness.
> - It keeps behavior results separate from informational quality scores
and incomplete recordings.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The first onboarding task and the Runner E2E report used to review it.

**Current behavior**

Onboarding embeds its policy in a hidden brief. Native Codex drops the
skill-instructions setting at the Rust boundary. The shared E2E harness
has no onboarding suite or full conversation view.

**Proposed behavior**

Assign and invoke `/first-task` for the onboarding task. Send selected
Codex skills as structured protocol inputs. Run twelve scenarios across
legacy Codex, legacy Claude, native Codex, and native ACPX Claude.
Include all 48 cells in full campaigns. Show recorded chat, question and
approval cards, exact checks, instructions, and billing in the shared
dashboard.

**Reason and benefit**

Measure the real onboarding experience before changing prompts.
Distinguish infrastructure failures, behavior failures, and unexercised
journey steps.

**Breaking changes**

No database migration or production API change. First-task instructions
now live in an assigned skill. The user-edited persona is preserved; the
skill includes the maintainer-approved proposal-mode mapping and
saved-plan requirement.

Related: #11043 is earlier onboarding work. #13422 already fixes native
Claude model pinning, context delivery, and read permissions on master;
this branch includes those fixes through its base. The new Claude
recovery test supplements them.

## What Changed

- Extract and assign the first-task skill while retaining the production
greeting and opening question.
- Carry the Codex skill-instructions flag through thread start and
resume. Resolve explicit task skill references only against assigned
skills and send native skill inputs.
- Invoke an unambiguously selected assigned skill through Claude ACPX’s
native slash-command parser on initial and resumed turns, retaining the
entire task/wake envelope as its argument. Do not carry that invocation
into ordinary tasks.
- Restore the saved single-task proposal modes: confirmation card, or
saved plan with revision-targeted checkbox approval. Explicit plan
requests also require a saved plan.
- Add first-response and complete-journey cases with fixed user facts,
acceptance checkpoints, durable outcome checks, and accounting for child
runs.
- Fail the eval when choice questions have fewer than two real options.
Recognize planning documents without treating them as completed work.
- Add optional, bounded quality judging as explicit post-processing.
- Render full conversations and static interaction cards in the shared
report. Conversations start folded. Show original and regraded results
and incomplete journeys distinctly.
- Keep credential-persistence scanning outside the first-task behavioral
suite; retain public evidence redaction.
- Refresh generated capability references after the API-reference edits.
- Correct shared native question guidance and tool schemas: choices need
at least two meaningful options; open-ended questions use canonical text
fields with the required compatibility payload. Verify both formats
through real tool-authority persistence.
- Disable announcements automatically for every isolated Runner E2E
process and label the gallery environment/provider/target explicitly.
- Remove CI races in the GitHub connection browser test and native
session recovery test by waiting for the actual async work before
asserting its results.

## Verification

- `pnpm exec vitest run
server/src/services/onboarding-first-task-assets.test.ts
server/src/__tests__/issue-onboarding-first-task-routes.test.ts`: 19
passed.
- `pnpm --dir packages/paperclip-runner exec vitest run
src/drivers/acpx/runtime-host.test.ts
src/drivers/acpx/native-skill-prompt.test.ts
src/cli/acpx-runtime-sidecar.test.ts`: 70 passed. Native command
forwarding and the 1 MiB input boundary both failed before their fixes
and passed afterward. Coverage includes changed skills on reopen,
approval context, and an ordinary subsequent task.
- Runner E2E unit suite: 306 passed. Harness typecheck passed. The 64
first-task fixture and grader tests also pass.
- Full repository typecheck and build passed locally. Server typecheck
and Runner build passed again after the native-command change.
- Full GitHub Actions CI passed on `23e56447b`: all
server/workspace/browser shards, Runner verification, typecheck/release
registry, build, canary, policy, and Docker checks. Greptile reviewed
this exact head at 5/5 with no unresolved threads. The earlier broad
local run had database startup/timing failures that passed isolated
retries; the complete remote suite is green.
- Merge verification against current master: 312 harness tests and 13
native recovery tests passed. Regenerated semantic contracts and fixture
hashes pass their consistency check. Full local typecheck and build also
passed on the stacked queue branch. After merging the latest master and
preserving the GitHub setup timing regression in the split browser
suite, both focused GitHub browser tests passed. Three CI timing/startup
flakes passed local verification and one remote retry; all latest-head
checks are green.
- Real pinned Claude SDK and Claude ACP JSON-RPC probes against a local
mock API confirmed that `/skill-name` expands the assigned skill body
before the model request and retains the task arguments. A prose mention
does not. The probes made no paid model calls. The ACP probe used the
current first-task skill body and retained the wake arguments.
- [Full 48-case campaign and
report](https://pages.paperclip.ing/runner-e2e-first-task-35053063880/):
44 passed after three interrupted Codex cases completed in targeted
reruns. Original results, regrades, and all 51 executions remain in the
report provenance.
- [Claude campaign after the shared-question
fix](https://pages.paperclip.ing/runner-e2e-first-task-claude-35099525201/):
10/12 passed with zero single-option failures. All 12 recorded the
current assigned skill and corrected guidance. The failures exposed
skipped skill invocation and a missing saved plan. This PR adds native
command invocation and explicit saved-plan instructions; the subsequent
report below still shows behavior failures.
- [Fresh 12-case Claude
report](https://pages.paperclip.ing/runner-e2e-first-task-claude-35102737804/)
at `78452129e`: 10/12 pass after correcting two false proposal-matcher
failures. The recordings said “Here is the task I will create and
run/complete” in approval cards; the old matcher missed that word order.
Regression tests failed before the fix and pass after it. Original
results and offline regrade provenance remain linked. No agent rerun was
needed. Zero single-option-question failures; two behavior failures
remain: direct work before acceptance on a plain first message, and an
explicit plan request without a saved plan. Neither check was relaxed.
The follow-up `82087ac7e` fixes command-prefix size accounting;
`94aefb1f3` fixes only that proposal matcher.
- Report browser checks confirm folded conversations, rendered cards,
explicit Local/Daytona labels, and no page errors. The published-object
audit scanned 1,306 text files across 2,154 objects with no
credential-format findings or prohibited files. Image pixels and unknown
token formats are outside that scan.

## Risks

- Model behavior is nondeterministic. One campaign is evidence, not a
guarantee. The two remaining Claude behavior failures are visible in the
report and require further product work; this PR does not claim all
onboarding scenarios pass.
- The suite checks persisted Paperclip effects. It cannot prove the
absence of arbitrary external effects.
- Historical recordings can miss later journey steps. These remain
incomplete, never passes.
- Native profiles switch runtime after the production onboarding wizard
because it does not yet expose a native option.
- Quality scores are informational and cannot override behavioral
failures.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository tools, and code
execution. The exact deployed model identifier and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-16 14:24:32 -05:00
DottaandPaperclip 7e6d512597 fix(onboarding): make chief-of-staff hiring reliable (#13317)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

**Deployment mode**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 12:59:42 -05:00
5acf56658b feat(onboarding): first task opens as a chat with a chief of staff (#13068)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Onboarding ends by handing a new user to their first agent on a
seeded first task
> - Today the wizard asks for a mission up front, the UI composes what
the agent is told, and the agent starts running before the user says
anything
> - New users get a cold, ticket-shaped start, and nobody can edit the
agent's brief or persona without a code change
> - This pull request makes the first task a short chat: a four-step
wizard, a chief-of-staff persona, a greeting plus a two-option opening
card, server-owned markdown texts, and no run until the user answers
> - It also gives question cards one consistent action row (Cancel /
Skip / Next), makes agent hires idempotent within a run, and turns the
Paperclip Runner flag on by default for self-hosted instances
> - The benefit is a first run the user steers, with texts a board
operator can edit as markdown

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The feature request
fields follow.

Related PRs and issues:

- Refs #11043 — an earlier draft of the first-task onboarding
experience. This PR supersedes it.
- Refs #11280 — a report about the onboarding first-task route test.
This PR extends that test file.

### Subsystem affected

Onboarding wizard, the seeded first task and its texts, task-chat
question cards, agent hiring, and the instance experimental settings.

### Problem or motivation

The onboarding wizard collects a mission through two extra steps and a
questionnaire. The UI then composes the first agent's instructions and
the first task description from those answers. The first task wakes the
agent at once, so the agent runs and posts before the user types a word.
Board operators cannot change the greeting, the brief, or the persona
without editing TypeScript. Question cards in chat behave differently
per adapter, and a single-select pick submits on click. A misread hire
response could create a duplicate agent that the creating agent cannot
remove.

### Proposed solution

Reduce the wizard to four steps and stop the UI from authoring agent
texts. Move the greeting, the brief, the chief-of-staff persona, and the
opening question into markdown and JSON files that the server loads at
runtime. Seed the persona onto the first agent through an explicit hire
marker. Do not wake the first task until the user answers the opening
card or types. Give every question card the same Cancel / Skip / Next
actions. Add an experimental toggle that switches the single-task
proposal between one confirmation card and a plan document with a
checkbox card. Make agent hires idempotent within a run.

### Alternatives considered

- Keep the mission questionnaire and feed it into the brief. Rejected:
the agent asks better questions in chat, and the wizard gets shorter.
- Keep the first task open-ended with a plain composer. Rejected: a
two-option card gives the user a clear first move.
- Derive the plan-document behaviour from the user's intent only.
Rejected in favour of an explicit experimental toggle so operators can
choose.
- Key the "pick does not submit" behaviour off the presence of a submit
label. Rejected: several adapters set a submit label on single-select
cards, and their cards would change behaviour.

### Roadmap alignment

`ROADMAP.md` lists no planned core work on onboarding or the first task.
This change refines the existing flow and does not duplicate planned
work.

## What Changed

- Wizard: four steps (Name your organization, Create your first agent,
Connect a model, Review). The front door and both mission steps are
removed with their state and saved-progress keys. The UI no longer
composes the first agent's instructions or the first task description.
- Server-owned texts: the greeting, the brief with two proposal
variants, the chief-of-staff persona, the opening question, and a README
live in `server/src/onboarding-assets/first-task/` and load at runtime.
The create route stores the assembled brief and ignores any client
description.
- Persona seed: an `onboardingFirstAgent` marker on the hire lets the
server seed the chief-of-staff persona over the first agent's entry
file. Board-authored hires only. The persona tells the agent the hire
response shape and to list agents before it acts on an unclear result.
- No auto-run: the first task does not queue an assignment wake. The
stranded-assignment reconciler leaves it idle until a user comment or an
answered card exists.
- Opening card: the server seeds an `ask_user_questions` card right
after the greeting with two options: "Interview me and propose a plan
and an agent team to execute it." and "I have a task in mind" with free
text. Answering wakes the agent.
- Experimental toggle `enableFirstTaskPlanProposal` (default off): the
single-task proposal is one confirmation card, or a plan document plus a
checkbox card when on.
- Question cards: every `ask_user_questions` card renders Cancel, Skip,
and Next (the submit label on the last question). Skip hides on required
questions. Picking an option no longer advances or submits by itself.
- Wizard guards: the dashboard's agentless offer ignores a cached empty
agent list while a refetch is in flight. The hire step adopts an agent
that already carries the typed name instead of hiring "Name 2".
- Agent hires are idempotent within a run: a retry of the identical
request under the same run id returns the existing agent with `200` and
`idempotent: true`. The fingerprint covers the whole validated request,
so a corrected payload is a new hire. Lookup, create, and activity
record run under one lock per company and run, so overlapping retries
cannot both create.
- The Paperclip Runner experimental flag defaults to on for self-hosted
instances. Cloud keeps its declared default: a managed instance whose
tenant row and managed overlay omit the flag resolves it to off.
- Question cards: a send that finds an earlier required answer missing
returns to that question with a message instead of failing silently.
- The two onboarding e2e specs follow the new wizard: the front door and
growth intake shots are gone, and the planning-mode spec dismisses the
opening card before it reads the composer.
- Docs: `docs/board-operator/editing-first-task-texts.md` explains how
to edit the texts and the toggle.

## Verification

Commands, run from the repo root:

```
pnpm -r --filter './packages/*' --filter '!@paperclipai/paperclip-runner' build
pnpm --filter ./packages/shared typecheck
pnpm --filter ./ui typecheck
pnpm --filter ./server exec tsc --noEmit
pnpm check:token-gates
pnpm --filter ./ui exec vitest run OnboardingWizard onboarding QuestionForm InteractionCard ProtocolCard TaskChatComposer Dashboard feature
PAPERCLIP_IN_WORKTREE=false pnpm --filter ./server exec vitest run onboarding-first-task heartbeat-process-recovery agent-hire-idempotency instance-settings agent-skills-routes issue-onboarding onboarding-greeting --testTimeout=90000
```

Results on this branch:

- Typecheck is clean for shared, ui, and server.
- Token gates: 4 of 4 clean.
- UI: 344 tests pass across 23 files.
- Server: all suites pass. The first test in `agent-skills-routes` has
its own 10 s cap and needs about 15 s on my laptop for the app cold
start. It passes with a longer cap. This PR does not change that cap.

Manual steps on a dev instance:

1. Open `/onboarding`. Confirm four steps: Name your organization,
Create your first agent, Connect a model, Review.
2. Finish the wizard. Confirm the first task shows the chief-of-staff
greeting and the opening card with two options. Confirm no run starts.
3. Pick "Interview me…". Confirm no run starts. Press Continue. Confirm
a run starts and an interview card of 3–4 questions arrives.
4. On a fresh organization, pick "I have a task in mind", type a task,
and press Continue. Confirm a proposal arrives as one confirmation card.
5. Turn on Settings → Experimental → "First task: propose with a plan
document" and repeat step 4. Confirm a plan document and a checkbox card
arrive.
6. Visit the dashboard after the hire. Confirm the wizard does not
reopen and one agent exists.
7. Open any question card. Confirm Cancel returns the plain composer
with the card still pending, Skip advances an optional question, and
Next moves to the next question.

Design reference with flow diagrams, chat mock-ups, and live captures:
https://pages.paperclip.ing/first-task-flow/proposed/

## Risks

- `pnpm dev` now builds the runner daemon because the Paperclip Runner
flag is on by default. Developers without a Rust toolchain must set
`PAPERCLIP_RUNNER_BINARY` or turn the flag off. Self-hosted instances
that never set the flag now let qualified agents use the runner.
- The wizard drops the mission steps and their saved-progress keys. A
user who is mid-wizard on an older build restarts at step 1 after an
upgrade. Existing organizations are not touched.
- The first task no longer runs on its own. A user who neither answers
the card nor types sees no agent activity. This is intended.
- The persona seed applies only to hires that carry the marker from the
wizard. API hires are unchanged.
- Hire idempotency is scoped to one run id and to the exact request.
Retries across runs, or with a changed payload, still create a second
agent. The lock is per server process, which matches how an instance
serves its API.
- Single-select question cards no longer submit on pick. Users of
adapters that relied on that behaviour now press Next.
- No database 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

- Claude (Anthropic) through Claude Code. `claude-fable-5-1` with
extended thinking, tool use, and code execution wrote most commits.
`claude-opus-4-8` wrote the toggle, texts, wizard, and idempotency
commits, as the `Co-Authored-By` trailers show.

## 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 <noreply@anthropic.com>
2026-09-08 20:19:14 -07:00
scotttongandClaude Opus 4.8 f950952de7 fix: reliably show plans in the Plan pane and restore sticky plan confirmation CTAs (#10930)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chat-style tasks show an agent's plan in a dedicated "Plan" pane,
and a plan confirmation lets the user accept or request changes to that
plan
> - When an agent asked for confirmation but never actually published
the plan document (it only wrote the plan in a comment or a question),
the Plan pane rendered empty, and the confirmation call-to-action that
used to sit pinned at the bottom of the pane had disappeared
> - A user asked to confirm a plan they cannot see, with no visible CTA,
is stuck — the feature silently fails
> - This pull request closes the gap on both sides: it prevents plan
confirmations that don't point at a real, latest plan revision, it
teaches agents to publish the plan document before confirming, and it
restores the sticky confirmation action bar and an explanatory empty
state so the pane never goes silently blank
> - The benefit is that when a plan is expected, it reliably shows up in
the right pane with reachable accept/revise actions

## Linked Issues or Issue Description

<!-- No public GitHub issue exists; describing in-PR per the bug
template. -->

**Bug report**

- **What happened:** A task in planning mode could present a plan
confirmation while the Plan pane stayed empty (no plan document
rendered), and the plan-card confirmation CTAs that were previously
pinned to the bottom of the Plan pane no longer appeared.
- **Expected behavior:** When a plan is expected, the plan document
appears in the Plan pane; when a plan is genuinely missing, the pane
explains why rather than showing nothing; and the accept/request-changes
CTAs stay visible and reachable while the plan scrolls.
- **Steps to reproduce:** Put a task in planning mode with the
chat-style task view enabled, have an agent create a plan confirmation
without first publishing the `plan` document, and open the Plan tab —
the pane is blank and the confirmation actions are missing.
- **Deployment mode:** Local dev and self-hosted; UI + server.

Related PR (not a duplicate): #9609 "Pin pending confirmations by
composer" pins confirmations in a different surface (the composer); this
PR restores the Plans-pane action bar and the server/agent guarantees
behind it.

## What Changed

- **Server:** Reject a `request_confirmation` whose target is a plan
document unless a plan document exists and the target points at its
*latest* revision, so a confirmation can never reference a plan the pane
cannot render (`readPlanTarget` is now exported for reuse).
- **Agent instructions:** The CEO and default agent instruction bundles
now spell out a plan-publish contract — publish the `plan` document,
re-`GET` it and capture `latestRevisionId`, then create the confirmation
targeting that revision; never present a plan only in a thread comment
or via `ask_user_questions`.
- **UI — sticky CTAs:** Restore the plan confirmation action bar pinned
to the bottom of the Plans tab so accept/revise stay reachable while the
plan scrolls.
- **UI — diagnostics:** Keep the Plan tab visible whenever an issue is
in planning mode (even before a plan document exists) and show an empty
state explaining why the pane is empty instead of rendering nothing.
- **UI — annotations:** Add a `panelPlacement="inline"` mode so the
plan-document annotation panel renders in document flow instead of as a
floating side panel when hosted in the narrow task properties pane.

## Verification

- `pnpm check:token-gates` → 3/3 CLEAN
- `pnpm typecheck` → clean (all packages)
- UI: `pnpm --filter @paperclipai/ui exec vitest run
src/components/issue-properties/IssuePlanConfirmationActionBar.test.tsx
src/components/IssueProperties.test.tsx
src/components/IssueDocumentAnnotations.test.tsx` → 69 passed
- Server: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-thread-interaction-routes.test.ts
src/__tests__/agent-skills-routes.test.ts` → 60 passed
- Manual: with a planning-mode task, the Plan tab stays visible, shows
the plan document (or a diagnostic empty state), and the confirmation
CTAs stay pinned at the bottom.

Visual note: snapshot baselines are intentionally not updated — per
`doc/design/DECISION-SHEET.md` "Per-change snapshot verification demoted
to dormant (Jul 13 2026)". The `storybook-visual` label is intentionally
not added.

## Risks

Low-to-moderate. The server change adds a validation gate on
plan-document confirmations: an interaction that targets a stale or
nonexistent plan revision is now rejected with a 422 instead of being
created. This is the intended guarantee, but any caller that relied on
creating such confirmations will now need to publish the plan document
first (which the updated agent instructions cover). UI changes are
additive to the Plans tab and gated by the existing chat-style-task
experimental flag.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, with tool use (file editing, shell, test execution).

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-05 19:32:07 -07:00
DottaandPaperclip dfc256a543 [codex] Add heartbeat policy eval coverage (#9087)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents for work.
> - The relevant subsystem is the agent heartbeat policy surface: the
Paperclip skill, default onboarding AGENTS.md, new-agent runtime
defaults, and promptfoo eval coverage for agent behavior.
> - A broad recovery PR collected several unrelated local-mainline
changes, which made review too large and mixed policy/eval updates with
server execution and UI work.
> - This PR extracts only the heartbeat policy and prompt-eval slice so
reviewers can assess the behavior contract independently.
> - The eval additions cover scoped wake handling, idle no-op behavior,
dependency-blocked comment triage, final disposition, budget hard stops,
and Phase 5 memory/control-surface policy expectations.
> - The benefit is a narrower review surface plus deterministic
follow-up guidance for server/shared tests that should back these
prompt-level checks.

## Linked Issues or Issue Description

Refs #8866

No public issue was filed for this split. This is a focused extraction
from the closed broad recovery PR so heartbeat policy and eval coverage
can be reviewed separately from execution behavior, work-product feature
work, plugin hardening, pipeline health, and unrelated UI polish.

## What Changed

- Added promptfoo release-gate cases for scoped wake payload handling,
idle exits, dependency-blocked comment triage, final disposition, and
budget hard-stop behavior.
- Added Phase 5 memory/control-surface prompt eval cases for provider
binding precedence, provenance/audit fields, hook cost/trust handling,
and auditable board command surfaces.
- Documented how these prompt evals map to deterministic server/shared
follow-up coverage.
- Updated agent policy guidance so operator-facing engineering outputs
such as PRs, branches, commits, previews, and runtime services get
matching work products.
- Defaulted new agent runtime config to skip timer heartbeats when there
is no actionable work, with focused test coverage.

## Verification

- `cd evals/promptfoo && npx promptfoo@latest validate -c
promptfooconfig.yaml` passes.
- `/srv/paperclip/home/paperclipai/paperclip/node_modules/.bin/vitest
run ui/src/lib/new-agent-runtime-config.test.ts` passes in an isolated
worktree after `pnpm install --ignore-scripts --frozen-lockfile` created
workspace links.
- A live promptfoo eval was not run because `OPENROUTER_API_KEY`,
`OPENAI_API_KEY`, and `ANTHROPIC_API_KEY` were unset in the workspace.

## Risks

Low-to-medium risk. The runtime default reduces timer-driven empty
heartbeats for newly created agents, so the main behavioral risk is
missing an edge case where timer wakes were expected despite no
actionable work. The promptfoo additions are deterministic assertion
coverage and documentation-only until a live eval is run with provider
credentials.

> 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-based Codex coding agent in the Paperclip local Codex
adapter environment; exact hosted model ID and context window were not
exposed to the agent runtime. Tool use included shell, git, promptfoo
validation, Vitest, and the GitHub connector/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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-06 16:31:14 -05:00
DottaandPaperclip ac9a883f8b Expire ask-user questions superseded by comments (#8799)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issue-thread interactions are how agents ask board users for typed
decisions and structured answers inside an issue thread
> - Confirmation interactions already become stale when a later
board/user comment supersedes the pending decision
> - Question interactions had the same workflow risk, because a
board/user could answer in a comment while the old question card stayed
pending
> - This pull request extends the supersede-by-comment lifecycle to
ask-user-question interactions and makes that status visible in the UI
> - The benefit is agents get a clear continuation signal and users do
not see stale question forms after the discussion has moved on

## Linked Issues or Issue Description

No exact public GitHub issue was found.

Bug report:

**Pre-submission checklist**

- [x] I have searched existing open and closed issues and this is not a
duplicate.
- [x] I am on the latest released version of Paperclip, or can reproduce
on `master`.
- [x] I have confirmed the error originates in Paperclip itself, not in
an agent adapter, API provider, or local configuration.

**What happened?**

Pending `ask_user_questions` interactions could remain open after a
later board/user comment changed or answered the request in-thread. That
left a stale form visible and kept the interaction in a pending state
even though the discussion had moved on.

**Expected behavior**

Question interactions should follow the same default
supersede-on-comment behavior as confirmation interactions, with an
explicit expired result that points to the superseding comment.

**Steps to reproduce**

1. Create an `ask_user_questions` interaction on an issue.
2. Add a board/user comment created at or after that interaction.
3. Observe that before this change, the question interaction stayed
pending instead of expiring as superseded by the comment.

**Paperclip version or commit**

Current `master` before this PR.

**Deployment mode**

Self-hosted server or local dev. The bug is in shared issue-thread
interaction lifecycle handling.

**Installation method**

Built from source.

**Agent adapter(s) involved**

Not adapter-specific. This is a core issue-thread interaction bug.

**Database mode**

Applies to the normal Paperclip database-backed interaction lifecycle.

**Access context**

Board user comments supersede agent-created questions.

**Relevant logs or output**

No crash output. The stale pending interaction was visible in the issue
thread state.

**Relevant config (if applicable)**

None.

**Additional context**

Confirmation-style interactions already supported this stale-by-comment
behavior. This PR brings question interactions into the same lifecycle
model.

**Privacy checklist**

- [x] I have reviewed all pasted output for PII and included no private
instance links, local ticket ids, secrets, logs, or screenshots.

## What Changed

- Added `supersedeOnUserComment` support to `ask_user_questions`
payloads, defaulting it to `true` during interaction creation.
- Expire pending question interactions when a later board/user comment
supersedes them, including a result with `expirationReason:
"superseded_by_comment"` and the superseding `commentId`.
- Updated interaction summaries and cards so expired question requests
show a clear amber state with a jump link to the comment and correct
singular/plural copy.
- Updated agent onboarding guidance to describe the new default and how
to opt out.
- Added shared, server, and UI test coverage for the new lifecycle
behavior.

## Verification

- `pnpm exec vitest run
packages/shared/src/issue-thread-interactions.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/lib/issue-thread-interactions.test.ts --reporter=dot` passed: 5
files, 73 tests.
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck` passed.
- `pnpm exec vitest run
server/src/__tests__/issue-thread-interactions-service.test.ts
--reporter=dot && pnpm --filter @paperclipai/server typecheck` passed
after the final type-safety cleanup.
- Confirmed the branch is rebased on current `origin/master`.
- Confirmed the diff does not touch `pnpm-lock.yaml`,
`.github/workflows`, or database migrations.

## Risks

- Low-to-medium risk: `ask_user_questions` now defaults to expiring
after later board/user comments. Existing callers that need questions to
stay open through discussion can set `supersedeOnUserComment: false`.
- Expired question interactions store an empty `answers` array, so
downstream consumers should treat the explicit `expirationReason` as the
meaningful 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 Codex, GPT-5-based coding agent in Paperclip CodexCoder runtime,
with terminal and repository tool use. Exact context window 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: Paperclip <noreply@paperclip.ing>
2026-07-01 09:28:43 -07:00
468edd8b22 Add workspace file viewer and artifact links (#7681)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work is issue-centered, and reviewers often need to inspect
files, artifacts, and path references produced during that work.
> - Before this branch, workspace-relative paths and artifact file
references were not first-class inspectable objects in the board UI.
> - Safe file viewing needs shared resource contracts, server-side
workspace boundary checks, and UI that opens files without exposing
arbitrary host paths.
> - The workspace file viewer branch needed to stay as one active PR and
be rebased onto current `paperclipai/paperclip:master` for review.
> - This pull request adds the workspace file resource API, issue-page
file viewer and browser, markdown file-reference links, and artifact
file chips.
> - The benefit is that board users can inspect relevant files from
issue context while preserving workspace boundaries and auditability.

## Linked Issues or Issue Description

No public GitHub issue exists for this branch. Internal Paperclip
issues: `PAP-1953`, `PAP-10539`, `PAP-10733`.

Problem / motivation:
- Board users need to open workspace-relative files mentioned by agents
or attached as work-product metadata without switching to a terminal.
- The UI needs to support both direct file-path opening and workspace
browsing/searching from an issue page.
- The server must enforce company access, workspace boundaries, size
limits, rate limits, and safe audit logging.

Related PR:
- Prior closed attempt: #4442
- Single active PR for this branch: #7681

## What Changed

- Added shared workspace file resource types, validators, and
workspace-file `resourceRef` metadata validation for work products.
- Added server routes/services for resolving, listing, and previewing
workspace-relative files with access checks, scan caps, list-specific
limits, and audit logging.
- Added the issue file viewer provider, sheet, workspace browser,
command-palette action, markdown workspace-file autolinks, and artifact
file chips.
- Updated issue workspace UI and stories/tests for file browsing and
workspace file opening.
- Rebased the branch onto current `paperclipai/paperclip:master` and
updated the existing single PR branch.
- Addressed current-head Greptile follow-ups by applying `offset`
consistently across search/recent/changed file listings, restoring
stopped-service port ownership checks before auto-port reuse, and
stabilizing the workspace browser pagination test.

## Verification

Current local verification after rebase to `public/master`:
- `pnpm exec vitest run packages/shared/src/work-product.test.ts
server/src/__tests__/file-resources.test.ts
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/instance-settings-service.test.ts
server/src/__tests__/workspace-runtime.test.ts
ui/src/components/FileViewerSheet.test.tsx
ui/src/components/FileViewerSheet.copy.test.tsx
ui/src/components/WorkspaceFileBrowser.test.tsx
ui/src/components/WorkspaceFileMarkdownBody.test.tsx
ui/src/context/FileViewerContext.test.ts
ui/src/lib/remark-workspace-file-refs.test.ts
ui/src/lib/workspace-file-parser.test.ts
ui/src/components/IssueWorkspaceCard.test.tsx` - 13 files passed, 197
tests passed.
- `pnpm -r --filter @paperclipai/shared --filter @paperclipai/server
--filter @paperclipai/ui typecheck` - passed.
- `pnpm exec vitest run ui/src/components/WorkspaceFileBrowser.test.tsx`
- 1 file passed, 25 tests passed.
- `pnpm exec vitest run server/src/__tests__/file-resources.test.ts
server/src/__tests__/workspace-runtime.test.ts` - 2 files passed, 90
tests passed.
- `pnpm -r --filter @paperclipai/server typecheck` - passed.
- Confirmed branch is `0` behind and `46` ahead of current
`public/master` after rebase and follow-up commits.
- Confirmed the PR diff does not include `pnpm-lock.yaml`.
- Confirmed the PR diff does not include `.github/workflows` changes.
- Searched GitHub for duplicate or related workspace file viewer
PRs/issues; #4442 is the prior closed attempt and this PR is the single
active PR for the branch.
- No screenshots were committed; the task explicitly asked not to add
design screenshots or images unless they were part of the work.

Current remote verification on head
`a698a7bc10137baf7d25bd5722e1d6e0343387c1`:
- Greptile Review - success, 64 files reviewed, 0 comments added, no
unresolved Greptile review threads.
- PR workflow `verify` - success.
- Typecheck + Release Registry, General tests, workspace test shards,
serialized server suites, Build, Canary Dry Run, e2e, Socket, and Snyk -
success.
- `security-review` - neutral, with output saying a draft advisory was
filed for maintainer review and is not a merge block.
- `commitperclip PR Review / review` - cancelled after the security gate
detected flags and timed out while creating/reviewing the advisory. I
reran it once and it cancelled the same way; no actionable code/test
failure was exposed in the job logs.

## Risks

- This is a broad UI/server feature PR, so review needs to pay attention
to route authorization, workspace boundary handling, and markdown
autolink false positives.
- Workspace browsing intentionally caps list results and scan depth;
very large workspaces may require users to refine search terms.
- Remote workspace preview remains unavailable until remote file-access
support is implemented.
- The neutral commitperclip security-review advisory needs maintainer
review, but the check output says it is not a merge block.

> 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 coding agent in a Paperclip/Codex local tool-use
environment, medium reasoning, with shell/GitHub CLI tool use for branch
inspection, verification, rebase, PR update, Greptile review, and CI
inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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 4.7 <noreply@anthropic.com>
2026-06-09 17:17:43 -05:00
DottaandPaperclip c4bb68c14b Bundle artifact upload helper with Paperclip skill
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-31 18:17:01 +00:00
DottaandPaperclip e7cdd0f8c5 Move artifact upload guidance into Paperclip skill
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-31 17:41:14 +00:00
DottaandPaperclip 0bd13c23a9 Add agent artifact upload workflow
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-30 20:40:09 +00:00
DottaandPaperclip 68f69975a4 Harden control-plane safety and issue identifiers (#5292)
## Thinking Path

> - Paperclip relies on issue identifiers, execution policies, and agent
heartbeat rules to keep autonomous work auditable.
> - Safety checks need to reject ambiguous agent handoffs, and
identifier parsing needs to support Cloud tenant prefixes.
> - Agent instructions also need to make final-disposition rules
explicit so work does not stall in vague states.
> - This pull request isolates backend correctness and governance
hardening from the UI and recovery-system-notice branches.
> - The benefit is safer in-review transitions, better identifier
compatibility, and clearer agent operating contracts.

## What Changed

- Fixed run-aware confirmation ordering and interrupted-run state
cleanup.
- Added Cloud tenant identity bootstrap and alphanumeric issue
identifier support across shared parsing and server routes.
- Guarded agent-authored `in_review` updates unless a real review path
exists.
- Tightened heartbeat disposition instructions in adapter
utilities/default AGENTS/Paperclip skill.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run packages/shared/src/issue-references.test.ts
server/src/__tests__/issue-identifier-routes.test.ts
server/src/__tests__/issue-execution-policy-routes.test.ts
packages/adapter-utils/src/server-utils.test.ts` initially had the first
execution-policy test hit Vitest's 5s timeout under the parallel bundle
while the rest passed.
- `pnpm exec vitest run
server/src/__tests__/issue-execution-policy-routes.test.ts
--testTimeout=20000` passed with 10/10 tests.

- Follow-up: `pnpm run typecheck:build-gaps` passed.
- Follow-up: `pnpm --filter @paperclipai/ui typecheck` passed.
- Follow-up: `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/costs-service.test.ts` passed.
- Follow-up: `pnpm vitest run ui/src/context/LiveUpdatesProvider.test.ts
ui/src/lib/issue-chat-messages.test.ts
ui/src/lib/issue-reference.test.ts
ui/src/lib/issue-timeline-events.test.ts` passed.

## Risks

- Medium control-plane risk: in-review update validation changes agent
behavior. The error message is explicit and tests cover allowed review
paths.

## Model Used

- OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with
shell/git/GitHub CLI 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-06 07:49:47 -05:00
DottaandPaperclip 1fe1067361 Polish board settings and skills workflow (#4863)
## Thinking Path

> - Paperclip's board UI and bundled skills are the operator layer for
configuring agents, routines, issue workflows, and local troubleshooting
loops.
> - The prior rollup mixed this operator polish with database backups,
backend reliability, thread scale, and cost/workflow primitives.
> - This pull request isolates the remaining board QoL, settings,
issue-detail integration, adapter config cleanup, and skills smoke
tooling.
> - It includes some integration-level overlap with the thread and
workflow slices so this branch can run from `origin/master` while still
preserving the full original work.
> - Preferred merge order is the narrower primitives first, then this
integration PR last.
> - The benefit is that reviewers can inspect the user-facing
board/settings/skills layer separately from backend infrastructure
changes.

## What Changed

- Added board/settings polish for agents, routines, company settings,
project workspace detail, and issue detail controls.
- Added agent/routine UI regression tests and New Issue dialog coverage.
- Integrated issue-detail activity/cost/interaction surfaces and leaf
work pause/resume controls.
- Cleaned bundled adapter UI config defaults and onboarding copy.
- Added terminal-bench loop and work-stoppage diagnosis skills plus a
smoke test script.
- Updated attachment type handling and Paperclip skill/API guidance.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run ui/src/pages/Agents.test.tsx
ui/src/pages/Routines.test.tsx ui/src/components/NewIssueDialog.test.tsx
ui/src/pages/IssueDetail.test.tsx
server/src/__tests__/costs-service.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts`
- Result: 7 test files passed, 54 tests passed.
- `pnpm run smoke:terminal-bench-loop-skill`
- Result: JSON output included `"ok": true` and `"cleanup": true`.
- UI screenshots not included because verification is focused
component/page coverage for the changed board surfaces.

## Risks

- This is the integration-heavy PR in the split and intentionally
overlaps some component/API primitives with the issue-thread and
workflow PRs so it can run from `origin/master`.
- Preferred merge order: #4859, #4860, #4861, #4862, then this PR last.
If earlier branches merge first, this PR may need a straightforward
conflict refresh in shared UI files.
- The terminal-bench smoke script creates temporary mock issues and
relies on cleanup; the verified run returned `cleanup: true`.

> 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-5.5, code execution and GitHub CLI tool use, medium
reasoning effort.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-30 15:28:11 -05:00
Devin Foley d47ffa87f0 Fix CEO AGENT_HOME paths and centralize workspace env propagation (#4551)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The local adapter layer is responsible for turning Paperclip runtime
context into the environment seen by the child agent process.
> - The CEO onboarding bundle tells the agent where to read and write
its persistent memory and fact files.
> - That bundle was using `./memory/...` and `./life/...`, which only
works when the process cwd happens to equal the agent home directory.
> - At the same time, six local adapters each duplicated the same
workspace-env propagation logic, including `AGENT_HOME`, which makes
this contract easy to drift.
> - This pull request fixes the CEO instructions to use
`$AGENT_HOME/...` and centralizes workspace-env propagation in one
shared helper with shared tests.
> - The benefit is a real bug fix for agent memory paths plus a single
tested contract that makes future built-in adapter work less likely to
forget `AGENT_HOME`.

## What Changed

- Updated `server/src/onboarding-assets/ceo/HEARTBEAT.md` to use
`$AGENT_HOME/memory/...` and `$AGENT_HOME/life/...` instead of
cwd-relative `./memory/...` and `./life/...`.
- Added `applyPaperclipWorkspaceEnv(...)` in
`packages/adapter-utils/src/server-utils.ts` to centralize
`PAPERCLIP_WORKSPACE_*` and `AGENT_HOME` propagation.
- Added shared helper coverage in
`packages/adapter-utils/src/server-utils.test.ts` for both populated and
skip-empty cases.
- Switched the built-in local adapters (`claude_local`, `codex_local`,
`cursor_local`, `gemini_local`, `opencode_local`, `pi_local`) over to
the shared helper instead of inline env assignment blocks.

## Verification

- `pnpm install`
- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
packages/adapters/claude-local/src/server/execute.remote.test.ts
packages/adapters/codex-local/src/server/execute.remote.test.ts
packages/adapters/cursor-local/src/server/execute.remote.test.ts
packages/adapters/gemini-local/src/server/execute.remote.test.ts
packages/adapters/opencode-local/src/server/execute.remote.test.ts
packages/adapters/pi-local/src/server/execute.remote.test.ts`
- Result: 7 test files passed, 31 tests passed, 0 failures.

## Risks

- Low risk.
- The only behavioral surface is the shared env propagation refactor
across six adapters; if the helper diverged from prior semantics, an
adapter could miss a workspace env var.
- The shared helper test plus the affected adapter execute tests reduce
that risk, and the helper preserves the prior "set only non-empty
strings" behavior.

## Model Used

- OpenAI Codex via Paperclip `codex_local` agent runtime; tool-assisted
coding workflow with shell execution, file patching, git operations, and
API interaction. The exact backend model identifier and context window
are not surfaced by this local 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-04-26 13:57:35 -07:00
DottaandPaperclip a957394420 [codex] Add structured issue-thread interactions (#4244)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators supervise that work through issues, comments, approvals,
and the board UI.
> - Some agent proposals need structured board/user decisions, not
hidden markdown conventions or heavyweight governed approvals.
> - Issue-thread interactions already provide a natural thread-native
surface for proposed tasks and questions.
> - This pull request extends that surface with request confirmations,
richer interaction cards, and agent/plugin/MCP helpers.
> - The benefit is that plan approvals and yes/no decisions become
explicit, auditable, and resumable without losing the single-issue
workflow.

## What Changed

- Added persisted issue-thread interactions for suggested tasks,
structured questions, and request confirmations.
- Added board UI cards for interaction review, selection, question
answers, and accept/reject confirmation flows.
- Added MCP and plugin SDK helpers for creating interaction cards from
agents/plugins.
- Updated agent wake instructions, onboarding assets, Paperclip skill
docs, and public docs to prefer structured confirmations for
issue-scoped decisions.
- Rebased the branch onto `public-gh/master` and renumbered branch
migrations to `0063` and `0064`; the idempotency migration uses `ADD
COLUMN IF NOT EXISTS` for old branch users.

## Verification

- `git diff --check public-gh/master..HEAD`
- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
packages/mcp-server/src/tools.test.ts
packages/shared/src/issue-thread-interactions.test.ts
ui/src/lib/issue-thread-interactions.test.ts
ui/src/lib/issue-chat-messages.test.ts
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/components/IssueChatThread.test.tsx
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/services/issue-thread-interactions.test.ts` -> 9 files / 79
tests passed
- `pnpm -r typecheck` -> passed, including `packages/db` migration
numbering check

## Risks

- Medium: this adds a new issue-thread interaction model across
db/shared/server/ui/plugin surfaces.
- Migration risk is reduced by placing this branch after current master
migrations (`0063`, `0064`) and making the idempotency column add
idempotent for users who applied the old branch numbering.
- UI interaction behavior is covered by component tests, but this PR
does not include browser screenshots.

> 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-class coding agent runtime. Exact model ID and
context window are not exposed in this Paperclip run; tool use and local
shell/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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-21 20:15:11 -05:00
DottaandPaperclip 236d11d36f [codex] Add run liveness continuations (#4083)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Heartbeat runs are the control-plane record of each agent execution
window.
> - Long-running local agents can exhaust context or stop while still
holding useful next-step state.
> - Operators need that stop reason, next action, and continuation path
to be durable and visible.
> - This pull request adds run liveness metadata, continuation
summaries, and UI surfaces for issue run ledgers.
> - The benefit is that interrupted or long-running work can resume with
clearer context instead of losing the agent's last useful handoff.

## What Changed

- Added heartbeat-run liveness fields, continuation attempt tracking,
and an idempotent `0058` migration.
- Added server services and tests for run liveness, continuation
summaries, stop metadata, and activity backfill.
- Wired local and HTTP adapters to surface continuation/liveness context
through shared adapter utilities.
- Added shared constants, validators, and heartbeat types for liveness
continuation state.
- Added issue-detail UI surfaces for continuation handoffs and the run
ledger, with component tests.
- Updated agent runtime docs, heartbeat protocol docs, prompt guidance,
onboarding assets, and skills instructions to explain continuation
behavior.
- Addressed Greptile feedback by scoping document evidence by run,
excluding system continuation-summary documents from liveness evidence,
importing shared liveness types, surfacing hidden ledger run counts,
documenting bounded retry behavior, and moving run-ledger liveness
backfill off the request path.

## Verification

- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/run-continuations.test.ts
server/src/__tests__/run-liveness.test.ts
server/src/__tests__/activity-service.test.ts
server/src/__tests__/documents-service.test.ts
server/src/__tests__/issue-continuation-summary.test.ts
server/src/services/heartbeat-stop-metadata.test.ts
ui/src/components/IssueRunLedger.test.tsx
ui/src/components/IssueContinuationHandoff.test.tsx
ui/src/components/IssueDocumentsSection.test.tsx`
- `pnpm --filter @paperclipai/db build`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/run-continuations.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "treats a
plan document update"`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts -t "activity
service|treats a plan document update"`
- Remote PR checks on head `e53b1a1d`: `verify`, `e2e`, `policy`, and
Snyk all passed.
- Confirmed `public-gh/master` is an ancestor of this branch after
fetching `public-gh master`.
- Confirmed `pnpm-lock.yaml` is not included in the branch diff.
- Confirmed migration `0058_wealthy_starbolt.sql` is ordered after
`0057` and uses `IF NOT EXISTS` guards for repeat application.
- Greptile inline review threads are resolved.

## Risks

- Medium risk: this touches heartbeat execution, liveness recovery,
activity rendering, issue routes, shared contracts, docs, and UI.
- Migration risk is mitigated by additive columns/indexes and idempotent
guards.
- Run-ledger liveness backfill is now asynchronous, so the first ledger
response can briefly show historical missing liveness until the
background backfill completes.
- UI screenshot coverage is not included in this packaging pass;
validation is currently through focused component tests.

> 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-5.4, local tool-use coding agent with terminal, git,
GitHub connector, GitHub CLI, and Paperclip API access.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Screenshot note: no before/after screenshots were captured in this PR
packaging pass; the UI changes are covered by focused component tests
listed above.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:01:49 -05:00
DottaandPaperclip 7f893ac4ec [codex] Harden execution reliability and heartbeat tooling (#3679)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Reliable execution depends on heartbeat routing, issue lifecycle
semantics, telemetry, and a fast enough local verification loop to keep
regressions visible
> - The remaining commits on this branch were mostly server/runtime
correctness fixes plus test and documentation follow-ups in that area
> - Those changes are logically separate from the UI-focused
issue-detail and workspace/navigation branches even when they touch
overlapping issue APIs
> - This pull request groups the execution reliability, heartbeat,
telemetry, and tooling changes into one standalone branch
> - The benefit is a focused review of the control-plane correctness
work, including the follow-up fix that restored the implicit
comment-reopen helpers after branch splitting

## What Changed

- Hardened issue/heartbeat execution behavior, including self-review
stage skipping, deferred mention wakes during active execution, stranded
execution recovery, active-run scoping, assignee resolution, and
blocked-to-todo wake resumption
- Reduced noisy polling/logging overhead by trimming issue run payloads,
compacting persisted run logs, silencing high-volume request logs, and
capping heartbeat-run queries in dashboard/inbox surfaces
- Expanded telemetry and status semantics with adapter/model fields on
task completion plus clearer status guidance in docs/onboarding material
- Updated test infrastructure and verification defaults with faster
route-test module isolation, cheaper default `pnpm test`, e2e isolation
from local state, and repo verification follow-ups
- Included docs/release housekeeping from the branch and added a small
follow-up commit restoring the implicit comment-reopen helpers that were
dropped during branch reconstruction

## Verification

- `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts`
- `pnpm vitest run server/src/__tests__/http-log-policy.test.ts
server/src/__tests__/heartbeat-run-log.test.ts
server/src/__tests__/health.test.ts`
- `server/src/__tests__/activity-service.test.ts`,
`server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and
`server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted
on this host but the embedded Postgres harness reported
init-script/data-dir problems and skipped or failed to start, so they
are noted as environment-limited

## Risks

- Medium: this branch changes core issue/heartbeat routing and
reopen/wakeup behavior, so regressions would affect agent execution flow
rather than isolated UI polish
- Because it also updates verification infrastructure, reviewers should
pay attention to whether the new tests are asserting the right failure
modes and not just reshaping harness behavior

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution 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)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 13:34:52 -05:00
Dotta c1bb938519 Auto-checkout scoped issue wakes in the harness 2026-04-11 10:53:28 -05:00
Dotta 08fea10ce1 Merge pull request #2772 from paperclipai/PAPA-46-why-did-this-issue-succeed-without-following-my-instructions
fix: enable agent re-checkout of in_review tasks on comment feedback
2026-04-06 18:57:33 -05:00
Devin FoleyandPaperclip cd2be692e9 Fix in-review task recheckout guidance
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-04 11:20:29 -07:00
plind-dmandClaude Opus 4.6 77faf8c668 fix(onboarding): remove residual $AGENT_HOME reference in CEO AGENTS.md
Update line 3 to describe personal files relative to the instructions
directory, consistent with the ./path changes in the rest of the file.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-03 00:08:31 +09:00
plind-dmandClaude Opus 4.6 2fca400dd9 fix(onboarding): use relative paths instead of $AGENT_HOME in CEO instructions
$AGENT_HOME resolves to the workspace directory, not the instructions
directory where sibling files (HEARTBEAT.md, SOUL.md, TOOLS.md) live.
This caused ~25% of agent runs to fail. Relative paths align with the
adapter's injected directive to resolve from the instructions directory.

Closes #2530

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-02 23:53:53 +09:00
dottaandPaperclip ec1210caaa Preserve workspaces for follow-up issues
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-30 14:10:36 -05:00
Devin Foley c6364149b1 Add delegation instructions to default CEO agent prompt (#1796)
New CEO agents created during onboarding now include explicit delegation
rules: triage tasks, route to CTO/CMO/UXDesigner, never do IC work, and
follow up on delegated work.
2026-03-26 08:11:22 -07:00
dottaandPaperclip d6bb71f324 Add default agent instructions bundle
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 07:42:36 -05:00
dottaandPaperclip 0f45999df9 Bundle default CEO onboarding instructions
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 07:38:05 -05:00