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DottaandPaperclip dff63551fe fix: resume unfinished work after repository preparation (#17047)
## Thinking Path

> - Paperclip manages agents that perform work for a company.
> - Task repositories are prepared at normal run admission.
> - A running native task can stage a repository while its work remains
unfinished.
> - The controller did not offer that saved setup as a continuation.
> - The agent could add a timer or wait for a user restart.
> - This change uses the existing same-agent continuation and status
ledger.
> - The accepted explanation and proven conversation remain available
after setup.

## Linked Issues or Issue Description

Refs #17045. That prerequisite has merged. This PR targets master.

**What happened?**

A projectless native task can request a repository for the next
admission. An unfinished task has no server-selected repository
continuation. An explicit same-agent continuation also loses chat
provenance.

**Expected behavior**

An unfinished standard task can yield and resume through the existing
admission queue. Its explanation and final result retain the authorized
conversation. A task that only stages a repository can complete without
another run.

**Steps to reproduce**

1. Start a native standard task in a task directory.
2. Request an authorized repository through prepare_repository.
3. Yield with unfinished work and no explicit continuation.
4. Observe that the former driver rejects the yield, although the
pending repository is saved.

## What Changed

- Offer a saved same-agent continuation for the current task's pending
repository.
- Accept that current server continuation in the shared provider driver.
- Resolve chat provenance through applied status decisions, delivered
effects, and admitted wakes.
- Preserve accepted setup explanations without repeating an owned
question card.
- Document optional reproduction details and configured repository
discovery.
- Extend database regressions and workspace access maps.
- Preserve Copilot profile v52 and bind the shared continuation source
in v53. Include the active identity in the QA image fingerprint.

## Verification

- Five focused server suites: 100 checks pass.
- Shared continuation driver: 12 checks pass.
- Server typecheck passes.
- Map contract and whitespace checks pass.
- Existing API and driver assertions fail on the former implementation.
- Real dispatcher and queue cohort: 43 checks pass. The original
reply-loss regression fails before the dispatch receipt fix.
- Continuation driver and installation identity cohort: 62 checks pass.
- Regenerated capability inventory and contract checks pass.
- Final response precedence cohort: 109 checks pass. The stale-comment
case fails on the former implementation.
- All required CI checks, build, and both source reviews pass on
b9c8677635.
- Live provider journeys and deployed acceptance remain pending. No live
qualification is claimed.

## Risks

A pending repository now offers a next admission when unfinished
standard work yields. Incorrect eligibility could create unwanted work.
The lookup requires the current workspace and task. Explicit completion
does not use it. Existing Stop, admission, approval, and transport
authorization remain authoritative. No schema or public task-status
change is included. The shared continuation change requires a new
Copilot source identity. This PR preserves v52 history and does not
claim fresh Copilot live qualification.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
The runtime does not expose its exact deployment ID or context-window
size. Those values are not inferred.

## 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>
2026-10-21 07:17:50 -05:00
DottaandPaperclip c2daf906d9 fix: preserve task continuation and question delivery (#17045)
## Thinking Path

> - Paperclip manages agent work and delivers its results.
> - One task can need several runs and a saved workspace.
> - A run can succeed while the task waits for its next run.
> - Chat fallback treated that success as completion and dropped useful
status.
> - Monitor runs also lost their conversation origin, and text-question
cards lost their prompt.
> - This change preserves the task outcome and exact delivery authority
across those boundaries.

## Linked Issues or Issue Description

**What happened?**

A Slack task requested a repository, yielded to a scheduled
continuation, and showed only a generic completion message. The next run
could not publish through the original conversation. A later text
question showed its title and Respond button without the question
context. Workspace recovery could commit the saved monitor result
without restoring its explanation.

**Expected behavior**

The original conversation shows the accepted continuation explanation,
receives the resumed result, and displays the full question when input
is needed. A successful provider run does not claim that unfinished work
is complete. Recovery delivers saved output once without another
provider result.

**Steps to reproduce**

Start an authorized chat task, prepare a repository for a later
admission, save a monitor wait, and let that monitor resume the task.
Repeat with workspace finalization interrupted and with a free-text
question. Inspect the originating conversation and the persisted output.

Related merged work: #16806 and #16975. The open monitor and recovery
changes found during duplicate search address different status and
liveness policies.

## What Changed

- Keep committed monitor summaries visible through the shared board and
chat response resolver. Preserve interaction ownership and comment
reuse.
- Recover a saved monitor explanation after finalization, with no
repeated provider result.
- Prove monitor publication origin from the admitted wake and matching
scheduling receipt. Match company, task, agent, requester, and schedule;
reject ambiguous sources.
- Include monitor continuations in the existing publication scan and use
the canonical task binding. Keep current transport authorization.
- Suppress completion fallback for yielded results. Explain missing
final output without claiming completion.
- Include question summaries, prompts, and help text in modal-backed
cards. Keep answered text private.
- Update execution semantics, capability maps, and the bounded
reliability plan.

## Verification

- Original source fails four composed PostgreSQL regressions: monitor
origin, yielded completion, question body, and saved-summary recovery.
The shared response resolver also fails before the repair.
- Repaired focused cohort: 148 tests pass across publication, question
privacy, scheduler, and native monitor suites. These use real disposable
PostgreSQL; they do not qualify live Slack.
- Full workspace typecheck and production build pass locally. Map checks
and whitespace checks pass.
- All CI gates pass at 1701c48f17.
Greptile reports 5/5. Both review findings are resolved. The local
full-suite run remains separate.
- The added 21-admission lineage and cycle regressions pass with the
complete 11-test database suite.
- The larger live Codex/Claude qualification and deployed staging
acceptance remain in progress. This PR does not claim that milestone is
complete.

## Risks

- Incorrect lineage could disclose output to another conversation. The
resolver requires one exact receipt-backed source and the worker still
checks current delivery authority.
- Status recovery could duplicate output or compete with a question. The
source-run presentation marker, saved-comment reuse, interaction
arbitration, and replay tests protect those boundaries.
- No database migration or public task-status change is required.

## Model Used

OpenAI Codex, GPT-6 family, with repository editing, terminal tests, and
browser inspection. The runtime does not expose an 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>
2026-10-20 20:43:17 -05:00
Nicky LeachandPaperclip 79b2bf78dd Create agent records when onboarding names are submitted (#17005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Core onboarding selects an agent and connects its provider account.
> - The current flow creates the agent record after authentication.
> - Setup needs a stable agent identity as soon as the user submits its
name.
> - This PR saves a paused setup record on name submission and finishes
the hire on that same record.
> - The existing sandbox authentication and approval paths continue to
apply.

## Linked Issues or Issue Description

**Subsystem affected**

Core agent lifecycle, shared validators, and onboarding UI.

**Current behavior**

Onboarding creates the database record at the final hire step. Earlier
authentication and saved setup have no agent record.

**Proposed behavior**

Create a paused agent with a setup hold when the user submits its name.
Do this before adapter selection or authentication. Update that same
record after adapter selection. Reuse its ID on retries and saved setup.
Finish that record through the existing hire path.

**Reason and benefit**

Give setup a stable identity without coupling this refactor to computer
provisioning or a new execution backend.

**Breaking changes**

Incomplete setup now leaves an inactive agent record. Existing clients
can still create and hire agents without the new optional fields. The
sandbox authentication flow and API key support remain in place.

**Additional context**

Requested Core-only refactor. Related work: #15422 changes runner
defaults. This PR preserves those choices. No duplicate early-record
refactor was found in the issue and PR search.

## What Changed

- Save the agent when the user submits its name in both onboarding entry
points. Use a provisional adapter until the user chooses one. Reopen
name-only drafts at adapter selection.
- Add retry-safe setup creation and same-record hire completion. Keep
approval checks at final hire.
- Save and restore setup configuration in both onboarding entry points.
Show Finish setup for paused setup agents.
- Restrict setup changes to authorized board users. Block generic resume
until setup finishes.
- Add lifecycle, authorization, connection, and UI coverage. Update the
specification and feature maps.

## Verification

- Latest focused server run: 126 lifecycle and AI-connection tests
passed after the Apex fixes. An earlier broader run passed 301
lifecycle, instruction, adapter-validation, and AI-connection tests.
Earlier authentication, retry, cross-company, and direct-create
regressions also passed.
- Name-save verification: 336 tests across the wizard, naming dialog,
New agent, action-button, and wizard-step suites passed. Coverage
includes retry identity, repeated submission, closing during a save,
saved-model restoration, and a disabled process adapter.
- Shared, server, and UI TypeScript checks passed. The latest UI package
check and direct server TypeScript check passed. The server package
preparation command could not finish locally because Cargo is
unavailable; full build preparation runs in CI. Map checks, token gates,
and `git diff --check` passed; each pushed diff was scanned for
credentials and PII.
- All six onboarding browser tests passed together with installed Chrome
against a fresh throwaway instance after the Apex fixes. They include
numbered duplicate names, first-time Copilot without a connected
account, and Grok’s saved model. They verify early persistence in both
entry points, closing and reopening a name-only draft, same-record
adapter selection, sandbox sign-in, login reload, and failed-connection
gating. Provider responses are simulated; Core persistence is real.
- Regression coverage includes incomplete Copilot creation versus final
validation, Kimi settings through redacted responses, stale local
drafts, company switches during creation, saved environments, and
provider changes with personal/shared old bindings.
- Apex found five name-only setup gaps: numbered names, early Copilot
account validation, the Grok model default, same-name draft ownership,
and provisional runner restoration. The fixes preserve server names,
defer implicit account binding until hire, set Grok’s model, avoid
name-based reuse of unfinished records, and restore Auto for pending
adapter choices. UI, database, and browser regressions cover these
cases.
- Standard Greptile found a Grok provider mismatch in the new adapter
save. The save now uses ACPX with the Grok profile. Both the 129-test
dialog/setup run and a real-API browser regression passed after the fix.
The first browser attempt stopped on an ambiguous empty-roster button
selector; it now scopes the click to the toolbar.
- Moving the save point exposed a saved-model reset and timing
assumptions in the same-name and portal fixtures. The source choice now
preserves the restored model, and tests cover same-name recovery without
a second hire.
- Initial CI exposed direct-create compatibility, concurrent setup
effects, fixture assumptions, and a missing-fields assumption in the
provider-validation guard. These were fixed and verified locally. Review
findings were addressed with authorization, recovery,
credential-persistence, and restored-configuration regressions.
- The final desktop capture passed after host resource cleanup. A repeat
first failed before Core started because macOS had exhausted
shared-memory IDs. Standalone PostgreSQL initialization reproduced the
same error. Releasing only unattached control segments from this task’s
stopped test databases allowed the unchanged revision to pass. No Core
or system setting changed.
- Local database tests required port access outside the sandbox. Missing
declared development dependencies were supplied outside the branch. No
live provider sign-in was tested locally.
- [Full monorepo
CI](https://github.com/paperclipai/paperclip/actions/runs/39522434236)
is green on `82b82fec189a172a885d4dd565ae2f4a18c73efc`. Standard
Greptile scored 5/5 with zero new comments (check `118969424903`). The
subsequent Apex review also scored 5/5 with zero new comments (check
`118972866331`) on that same commit. All review threads are resolved.
- The separate Superagent Security scan returned neutral/inconclusive
because its pinned merge-base checkout failed or timed out. GitHub
returned 404 for check and suite rerun requests. This is not a
successful security scan; the CI workflow and other security checks
passed.

## Risks

- Users can leave inactive setup records behind, including after name
submission alone. These records cannot run until hire completes.
- Setup completion touches hiring and approval boundaries. Tests cover
retries, company isolation, creator permissions, and approval snapshots.
- An uncertain credential-save result retains its new secret reference
for retry. A confirmed client rejection removes only credentials staged
by that attempt.
- No schema migration or VM provisioning change is required.
Agent-computer integration is out of scope.

## Model Used

OpenAI Codex, based on GPT-6, with repository search, code editing, and
tool execution. The exact deployment ID and context window are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 18:08:57 -07:00
DottaandPaperclip d33b40a5c3 fix: recover saved work and provide reliable task Retry (#16965)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must retain work when an execution or workspace
export fails.
> - Retained-workspace holds can leave saved input waiting with no
usable Retry action.
> - Users cannot verify process ownership or repair provider
allocations.
> - This pull request gives system recovery a durable budget and gives
each deliberate Retry a durable intent.
> - Safe recovery can preserve files, settle an accepted result, or
prepare an independent workspace.
> - One task state keeps infrastructure diagnostics out of the ordinary
conversation while preserving real permission and approval gates.

## Linked Issues or Issue Description

**What happened?**

A task with a retained workspace can show recovery, failed-run and
saved-message warnings at the same time. Historical runs without native
workspace descriptors cannot use the native restore path. Old recovery
metadata can prevent a new attempt even when an independent workspace
would be safe.

**Expected behavior**

Paperclip owns bounded infrastructure retries and file preservation. A
user can request another attempt with ordinary Retry. Thinking appears
immediately. The service preserves completed effects and current user
controls. It does not claim that starting fresh recovered the old files.

**Steps to reproduce**

1. Retain a failed run and its workspace after export or process-stop
failure.
2. Save a follow-up while the recovery hold is active.
3. Open the task and try to continue without infrastructure credentials
or operator certification.

Refs #16906, #16835, #16883. This extends their recovery and receipt
contracts. Related work: #16962 and #16963.

## What Changed

- Add task-level Retry with company-scoped authorization, all-status
idempotency and durable admission before physical work. Keep exact-run
Retry compatible.
- Add typed recovery phases, finite persisted backoff, historical
adoption and durable local failure diagnostics.
- Preserve native workspaces or verified historical snapshots. Admit an
independent fresh workspace only after execution containment. Keep
old-source preservation and cleanup obligations separate.
- Carry completed publication and API receipts forward. Fence uncertain
mutation retries across replacement runs. Preserve connected-chat
identity and authorization.
- Re-enter normal dispatch for saved input. Reuse accepted results
through the existing finalizer.
- Use one task interruption projection across the thread, composer and
task list. Show optimistic Thinking, ordinary Retry and genuine user
gates.
- Add PostgreSQL, filesystem, API, browser-fixture and controlled
provider coverage. Document the behavior and update the feature/access
maps.

## Verification

- All GitHub Actions CI jobs pass on
`6d8c6d27d50586d8548b31d03b47f6d73a0ee11d`: typecheck, all
server/chat/workspace and serialized suites, Runner checks, eight
browser shards, canary and build. The required merge gate passes.
- Greptile reviewed the final commit at 5/5, with no actionable findings
or unresolved review threads. Its two earlier P1 findings are fixed.
- Full recursive typecheck and build pass locally on the final commit.
All 16 task Retry cases pass against isolated real PostgreSQL. The
unrelated-success case and both stale Retry cases fail on the previous
code and pass after the fix.
- The corrected gateway fixture passes its uncertain-mutation and
independent-read case. Four real HTTP API cases pass for definite
403/422 rejection, completed-effect reuse, and uncertain-effect fences
across deliberate and automatic retries. These focused gateway/API
checks used a temporary database lifecycle harness on an existing
healthy local PostgreSQL process. The standard repository helper is
unchanged.
- Earlier qualification covers 291 task UI cases, saved-file copyback
and ancestry, current Agent Chat ownership races, nine chat Retry API
browser cases, and six assembled browser recovery fixtures. A real
API/PostgreSQL/native-runner journey showed Thinking in 25 ms despite a
delayed response, admitted one successor in a separate workspace,
retained original files, and survived reload.
- The controlled Daytona test interrupts export, joins the controller,
restarts it in a separate process, and verifies one agent start, one
external sentinel operation, retained file contents and no premature
cleanup. It does not establish abrupt-kill or live LLM/GitHub
acceptance.
- The full local `pnpm test:run` was attempted and was not green: an
OAuth row-lock timing assertion failed, and a later suite exhausted
macOS PostgreSQL semaphores. The ten OAuth timing cases passed on rerun
against a separate database. Later embedded database initialization
failures remain recorded; the final CI matrix passes.
- Security scanning passed on production-code commit
`63953edf069b111c6becc3144dffa6deb52f68b5`. Its only successor changes
one test-fixture identity line. The final scan is neutral/inconclusive
because its pinned merge-base checkout failed or timed out. Both rerun
API requests returned 404, so no fresh successful scan is claimed.
Socket and Snyk checks pass on the final head.
- The optional Paperclip Review remains queued behind an earlier run in
workspace finalization. Its prior completed assessment was incomplete
because a comparison tool was blocked by the platform filter. It is not
counted as a completed code review. GitHub does not require this check
for merge.
- Hosted acceptance remains pending deployment. Local and CI results do
not establish recovery of a hosted task or its retained files.

## Risks

- Recovery changes span admission, physical ownership and dispatch.
Incorrect evidence could permit overlapping work. Existing physical
locks and authoritative stop requirements remain in place.
- The migration adds concurrent indexes. It requires the existing
top-level migration runner and retries incomplete index creation safely.
- A fresh attempt can complete while old-source preservation remains
unresolved. The service retains that obligation and does not report
those files as recovered.
- Unknown tool mutations remain blocked until their authoritative
receipt owner resolves them. Generic upstream tools have no universal
result-query protocol.
- Recovery and diagnostics stay inside the stack. No Cloud incident
endpoint, notification worker or new outbound reporting channel is
included.

## Model Used

OpenAI Codex, GPT-6 family. The runtime does not expose a more specific
model version or context-window size. The model used reasoning, shell
execution, source editing and browser tools. No model subagents were
used for this implementation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 19:58:53 -05:00
DottaandPaperclip b11010b0d4 Simplify failure banners and show only the latest error (#16982)
Remove dashed failure dividers and show only the latest adjacent run or recovery error. Preserve permitted retries, pending state and unrelated notice boundaries. Add production-component Storybook examples and browser regression coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 14:29:39 -05:00
DottaandPaperclip 2b16262280 Improve runner E2E report navigation and local previews (#16996)
## Thinking Path

> - Paperclip is the open source app that people use to manage AI agents
for work.
> - Product E2E campaigns check user journeys across agent profiles and
environments.
> - Readers use the campaign history and reports to inspect results and
retained evidence.
> - The reports showed image summaries, many unselected suites, and a
long sticky index.
> - Individual case cards also showed routine diagnostics before the
visual evidence.
> - This pull request adds text summaries, feature filters, folding case
indexes, and simpler cards.
> - A local preview uses retained public data so designers can change
reports without another paid campaign.

## Linked Issues or Issue Description

**Current behavior**

The report is hard to scan as the journey catalog grows. Suite links can
point into hidden results. Case indexes do not show whether a case
passed across its configurations. Design changes also need a realistic
local preview.

**Proposed behavior**

Show the selected campaign as text. Link journeys to current feature-map
capabilities. Add folding case indexes with status indicators, reliable
section links, and a back-to-top control. Keep failed outcomes visible
and put routine diagnostics under Test details. Render retained public
campaign data with local templates.

**Reason and benefit**

Readers can find a feature or failed case faster. Designers can iterate
against real retained data without starting an application instance or
using provider credentials.

**Breaking changes**

No result schema or grading change. The report stops embedding the
generated summary PNG. The publisher still produces that artifact for
existing consumers.

Related work: #12889 added the existing matrix browser. #12846 concerns
the public image publication boundary. This PR changes report
presentation and local preview behavior.

## What Changed

- Replace image summaries with shared HTML suite summaries on the
history and campaign pages.
- Show selected executions and preserve missing results for selected
cells.
- Add explicit journey-to-capability associations, feature filters, and
a coverage view with unmapped journeys.
- Add folding case indexes, section case lists, and red, green, or amber
status indicators across matching configurations.
- Fix anchor navigation through filters and add a floating back-to-top
control.
- Simplify case cards. Keep failure reasons visible. Fold routine
checks, billing, and context into Test details.
- Add an original-image link to the gallery.
- Add a local preview utility with public data caching and offline mode.
Document the direct Node command.
- Test manifest-listed evidence, rejection of unlisted files and encoded
traversal, cache reuse, and offline misses with a real loopback server
and a stub downloader.

## Verification

- Focused report, history, and preview tests: 75 passed in 6 files.
- Report Playwright spec: 4 passed in Chrome with a standalone config
that does not start the application server.
- `node scripts/check-maps.mjs`: passed.
- `git diff --check`: passed.
- Manually checked retained campaign reports, feature filters, folding
indexes, failure links, card details, gallery links, mobile layout, and
keyboard navigation.
- `pnpm build`: passed.
- `pnpm -r typecheck`: passed.
- `pnpm test:e2e:runner:typecheck`: passed.
- `pnpm test:run`: stopped after 15 native session database cases
failed. The local Postgres package first lacked dynamic-library links.
After link hydration, the same cases still failed. A direct `initdb`
check then reported `could not create semaphores: No space left on
device` and identified the macOS semaphore limit. The complete local
suite has not passed.
- `pnpm test:e2e:runner:unit`: 3,250 passed, 6 failed, 2 skipped. All
six failures reproduced against unchanged `origin/master` report sources
with the same installed dependencies. They concern Copilot admission and
its Daytona image input, plus the launcher test that runs those
assertions. No report or history test failed.
- No live provider evaluation was run for this presentation change.
- CI on `b1a9c06823` first failed browser shard 3/8. The agent-chat
split-handoff test reached cleanup, where cancelling a run returned HTTP
500 from a Postgres deadlock. Cleanup did not restore the experiment
setting, and a later test failed its initial setting check. This shard
does not contain the report spec. One targeted rerun passed, and that
full workflow then passed. This shows recovery; no production fix was
made for the deadlock. The later preview-test commit requires its own
fresh checks.

To review the design, run `node --watch --import
./cli/node_modules/tsx/dist/loader.mjs tests/runner-e2e/preview.ts`.
Open the history address printed by the command, then open a campaign.
The README covers offline mode and cache refresh.

## Risks

- Feature associations use the current map. They describe linked
scenarios, not proof that a whole capability is covered. Historical
grades remain unchanged.
- New or unfamiliar cases remain unmapped until their assertions are
inspected.
- The preview needs the public history host on first access. Offline
mode requires cached files. It binds to the loopback interface and
serves manifest-listed public evidence.
- Hiding routine diagnostics adds one disclosure step. Failed or
incomplete outcomes remain visible.

This is report polish. It does not duplicate planned core work in
`ROADMAP.md`.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use, code execution,
and browser automation. The exact serving model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 14:02:19 -05:00
DottaandPaperclip 4145b5048a docs: deepen task, approval, secret, and recovery maps (#16994)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its feature map describes user journeys. Its access map describes
the matching agent paths.
> - The recent index and capability additions improved discovery and
breadth.
> - Broad baseline records still combined operations with different
actors, permissions, and retry behavior.
> - This pull request reviews the existing task, approval, secret, and
recovery capabilities at operation level.
> - Each operation now has its own access boundary, source evidence, and
verification recipe. Source review remains separate from live proof.

## Linked Issues or Issue Description

Refs: #16987, #16990, #16025. These related pull requests are merged.
The search found no open duplicate or matching issue.

**Issue type**

Missing documentation.

**Where is the issue?**

The paired task, questions-and-approvals, secrets, and recovery files
under `maps/feature-map/` and `maps/agent-access-map/`.

**What's wrong?**

Baseline records do not show enough detail to verify who can perform
each action, which state must persist, or what happens after a denial,
race, or retry. A declared scenario tool can also be mistaken for an
admitted production tool.

**Suggested fix**

Split the four areas into source-reviewed operation records. Add compact
checkpoints to their user recipes. Preserve existing capability IDs and
the map schema.

## What Changed

- Promote 27 existing capability records to `operation-reviewed`, with
125 operation records: tasks 32, questions and approvals 39, secrets 28,
recovery 26.
- Give each operation its own API, agent surface, policy, source
evidence, verification recipe, and remaining gap.
- Separate human, legacy agent, run JWT, native binding, mode, and
resource authority. Split operations where those rules differ.
- Correct production completion paths, plan acceptance and handoff,
question dismissal and withdrawal, secret proposal authority, runtime
recovery grants, and explicit duplicate-risk decisions.
- Preserve access gaps found in source, including the binding-proposal
dependency cascade and narrower native/CLI fields.
- Add one checkpoint table per product recipe for saved results, denial,
races, and retries.
- Keep all 191 existing capability IDs. Change only eight Markdown
files. Keep every operation's evidence `source-only` and verification
`not-run`; the subset below does not prove an entire operation across
its actors and surfaces.

## Verification

Source review uses revision `3bbc2104b65caf9f7763938a01260a5673e12f7a`.
Read-only area reviews and a second source review covered the changed
pairs.

Passed:

- `node scripts/check-maps.mjs`: 35 paired areas, 191 capability IDs,
valid references and fields. This is structural verification.
- `node --test scripts/check-maps.test.mjs
scripts/storybook-feature-index.test.mjs`: 17 passed.
- `node scripts/storybook-catalog.mjs`: 308 files, 2,899 stories.
Generated outputs remain ignored.
- Capability comparison with the base: all 191 IDs unchanged; the four
reviewed areas contain 27 capabilities and 125 source-only operation
records.
- `pnpm -r typecheck` and `pnpm build`.
- `git diff --check`.
- Focused existing interaction and proposal route tests: 80 passed. The
two selected DB-backed suites skipped 119 tests because local embedded
PostgreSQL could not start. These skipped tests are not passes.

Live subset on a fresh local instance with a disposable PostgreSQL
container:

- Created the company and an unassigned task through the browser. Added
a comment and completed the task. The saved status and comment survived
reload.
- Created a managed secret with inert dummy data through the browser.
Its metadata and version survived reload. The metadata response did not
contain the dummy value.
- Created a question fixture through board REST. Invalid input returned
422 and left it pending. Browser dismissal kept it pending and preserved
the draft. Reopening restored the choice. Submission survived reload. A
duplicate response returned 409 and left the saved answer unchanged.
- Used a real issued legacy agent API key. Task read and safe
company-secret catalog returned 200. Full secret listing and run-only
secret list/value routes returned 403. Revoked the key after the checks.
- Read an empty recovery projection. Resolving a nonexistent action
returned 404 and left the task unchanged. This did not execute recovery.
- Closed the owned browser tab and stopped only the verified test
runtime and labelled database container. Evidence survived cleanup. No
provider or model ran.

Limits and retained failures:

- Native embedded PostgreSQL launch failed because the host could not
allocate semaphores. The container-backed app was the successful
alternate environment.
- Full `pnpm test:run` was attempted. Fifteen DB-dependent
native-session cases failed at database startup, and several DB suites
skipped. The run was stopped after repeated failures of that
prerequisite. The full local suite did not pass.
- The sandboxed build attempt failed at the local tsx IPC socket. The
required build passed outside the sandbox.
- The first CI build job passed compilation and production boot, then
its npm-install check was interrupted when the runner received a
shutdown signal. The corrected head passed the full CI run, including
the build and public-install checks.
- Initial Greptile review found the recovery note field and native
search/history limits were inaccurate. Corrected `resolutionNote` and
the production cap of 100, then reran the map checks. Greptile reviewed
the corrected head at 5/5; both earlier threads are resolved.
- An initial harness used a nonexistent generic secret-value URL and
received 404. The actual mapped agent routes were then checked
separately. An initial recovery assertion expected 409; the actual
missing-action contract returned 404. These were harness corrections,
not product fixes.
- Native run bindings, two-person ownership, secret delivery/rotation,
external vaults, provider-stop proof, workspace repair, and actual
recovery execution remain unexecuted. The map does not claim those
journeys passed.

The separate external **Paperclip Review** check is still in progress on
`904509df80cc6de16d36906a410a66786f619b20`. The reviewer reports that
its full changed-file request is pending. CI is green and Greptile is
5/5, but this external review has not published a final assessment. Its
review service must finish that request and assessment.

## Risks

Documentation can become stale as policy and runtime bindings change.
Each operation cites source and retains its verification gaps. The
records describe observed enforcement; they do not authorize broader
access or certify live behavior. This pull request changes no product
code, schema, or permission enforcement.

## Model Used

OpenAI Codex, `gpt-6.1-sol`; 475,000-token context window; xhigh
reasoning; tool use and code execution. Read-only source agents assisted
the area reviews.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` /
`Closes: #` / `Refs: #` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused map and route
checks; full-suite host blocker recorded above)
- [x] I have added or updated tests where applicable (existing map
regression tests cover this documentation-only change)
- [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>
2026-10-20 13:59:25 -05:00
Devin FoleyandPaperclip a2d26a83fe fix(inbox): keep automatic work out of Mine by default
Keep channel and routine attribution out of Mine unless the person participates directly, is assigned the task, or receives a current addressed request. Apply the same source rules to unread state, archives, and task notifications. Preserve direct comments and current human action requests.

Restore the two expressions damaged by redaction during the earlier master merge.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 13:46:10 -05:00
DottaandPaperclip 3bbc2104b6 docs: map missing product and operator capabilities (#16990)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map records product entry points and verification
recipes.
> - The paired agent access map records APIs and permission boundaries
for the same capability IDs.
> - The new index in #16987 made several missing capabilities easier to
find.
> - Those gaps hid existing assistant, privacy, cost, and operator
workflows.
> - This pull request adds 15 capabilities with source references, test
scope, and manual checks.
> - Readers can find these workflows without treating documentation or
structural checks as live proof.

## Linked Issues or Issue Description

Refs: #16987. Related map work: #16025 and #16214. A search of related
pull requests found no duplicate of these additions.

**Issue type**

Missing documentation.

**Where is the issue?**

`maps/feature-map/` and `maps/agent-access-map/`.

**What's wrong?**

The maps omit public assistant MCP connections, private task and project
sharing, subscription fees, cost-recording recovery, agent API keys,
keyboard entry points, and several operator CLI workflows.

**Suggested fix**

Add product recipes and matching access records. Show the full
capability IDs in the README index and each page. Keep the existing ID
format and all 175 existing IDs. Exclude AI account pools.

## What Changed

- Add the `assistant-connections` family with setup, consent, device
login, client use, and revocation.
- Add `tasks/privacy`, `projects/privacy`,
`budgets-costs/subscriptions`, and `budgets-costs/accounting-recovery`.
- Add `agents/api-keys`, `agents/managed-agent-setup`, and
`navigation-preferences/command-palette`.
- Add `cli-operations/feedback-export`, `chat-channels/outbound-email`,
and `instance-operations/runtime-setup`.
- Pair all 15 additions with access rules, source evidence, manual
checks, and explicit coverage gaps. Update the visible index to 35
families and 190 capability IDs.
- Add cross-links from existing access, connection setup, search, and
CLI recipes. Do not change the schema or add AI account pools.
- Clarify that the task Share sheet displays direct and inherited
access. Manage inherited access at its ancestor or project source.

## Verification

- `node scripts/check-maps.mjs` passes: 35 areas and 190 paired
capability IDs, with valid references and contract fields.
- `node --test scripts/check-maps.test.mjs
scripts/storybook-feature-index.test.mjs` passes: 17 tests.
- `node scripts/storybook-feature-index.mjs` and `git diff --check`
pass.
- A comparison with the base confirms all 175 existing IDs remain and
exactly the intended 15 IDs were added. The README index matches the
discovered feature metadata.
- `node scripts/storybook-catalog.mjs` cannot run because this checkout
lacks `storybook/internal/csf-tools` and installed workspace
dependencies.
- `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build` were attempted.
All stopped before their task ran: the pnpm 9.15.4 bootstrap could not
fetch and verify its registry packages in this environment.
- Source review covers the documented UI, CLI, routes, services, and
existing tests. No live browser, provider, or authorization journey was
run. New access records remain `baseline`, `source-only`, and `not-run`.
- Greptile and the Paperclip reviewer both rate current commit
`bb8eb797b0a1dc26256faf2f0e57cbe7abc9adcf` 5/5. The inherited-access
review thread is resolved.
- [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/39466772379)
passes for that commit, including typecheck, build, unit tests, Runner
checks, and browser tests. Browser shard 7 passed after one retry for a
runner shutdown. All PR checks are successful, neutral, or skipped.

## Risks

- Low runtime risk: this change only edits maps. No application
behavior, API, dependency, or schema changes.
- Source-reviewed recipes can drift or miss deployment-specific
behavior. The records state their limits and require live checks before
a capability is marked verified.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex, model ID `gpt-6.1-sol`, 475,000-token context window,
xhigh reasoning effort, with tool use and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:47:41 -05:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent workflow needs persistent facts and a safe way to transfer
work.
> - Creating a task for each phase splits the objective, discussion,
workspace, and review policy.
> - A case can retain the facts while one primary task moves between
agents.
> - Transfers must survive process failure and preserve private access,
budgets, and completion gates.
> - This pull request adds durable case handoffs, native case tools, and
read-only case pages.
> - Prompts describe the workflow. Existing task controls decide when
work can run and finish.

## Linked Issues or Issue Description

**Problem or motivation**

Prompt-driven agent teams need a persistent record that can move through
triage, implementation, verification, and correction. Ordinary
reassignment does not provide a durable instruction, safe release
barrier, or recoverable delivery receipt for an agent handing off its
own running task.

**Proposed solution**

Extend standalone cases with one primary task, a descriptive phase,
retained access sources, and a handoff ledger. Apply assignments after
source execution and workspace settlement. Deliver each transfer through
the existing durable wake queue. Provide `create_case`, `read_case`,
`update_case`, and `handoff_case` in the native runner. Creation
requires kickoff and explicit workflow text. An explicit handoff to
`done` closes the case when normal task completion is accepted.

**Alternatives considered**

Do not add a workflow engine, filesystem queue, configured state graph,
or one task per phase. The workflow document combines transition prose
with an optional Mermaid `stateDiagram-v2` map. The server does not
execute the diagram. The Pipelines experiment removed on master stays
removed.

**Roadmap alignment**

This extends Agent Reviews and Approvals, Enforced Outcomes, Bounded Run
Recovery, and Activity Log attribution. Existing approval, review,
budget, privacy, workspace, and responsible-user rules remain
authoritative.

Related work: [ordinary handoff wake
recovery](https://github.com/paperclipai/paperclip/pull/15019). This
feature adds a separate persisted case-handoff receipt and release
barrier.

## What Changed

- Add case routing fields, retained access sources, durable handoff
history, delivery leases, and replay-safe migrations.
- Keep the same primary task across agent phases. Preserve each
returning agent's own session and the task's workspace.
- Fence outgoing mutations, wait for provider and workspace release, and
recover delivery without duplicate task comments or runs. Recheck
current assignment permissions as the original caller before applying a
delayed transfer. Scope a run Stop to that run’s own handoff intents, so
repeated old Stop requests preserve newer work. Cancelling terminal
intent without a source run also requires fenced current task ownership,
including native retries and preparation with an old checkout. For Cloud
callers, revalidate current stack membership with an uncached Cloud RPC
and derive owner elevation from the current managed setting.
- Keep case reads, documents, assets, Audit, and live events inside
retained task/project permissions.
- Add native case creation/read/update/handoff tools. Store required
workflow text and initial documents on the first task. Page oversized
case facts and referenced document bodies through the dedicated tool
with bounded UTF-8 JSON, current routing versions, snapshot conflicts,
and current source authorization on every page.
- Add read-only case lists and detail pages, task-style list controls,
compact dotted field tables, linked handoff tasks, and case filters in
Audit.
- Add native/legacy integration tests, migration/restart tests, browser
coverage, and bounded live receipt fixtures. Extend the trusted sandbox
condition to cover the new subscription fixture profile.
- Hide obsolete paused-agent warnings on completed or cancelled task
threads.
- Synchronize the company-switch settings test with React effects after
a CI failure. Preserve its security assertions and production remount
behavior.

## Verification

The branch directly includes master `9ef434fe79`. The required `ci /
verify` and `ci / e2e` gates pass on head `765fccd67c`. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39464348614)
passes typecheck, build, tests, and all eight browser shards. Security
checks pass. [Greptile gives this exact head
5/5](https://github.com/paperclipai/paperclip/pull/16959#issuecomment-6291156549),
with no unresolved review threads. The optional Paperclip Review check
remains queued because its assigned agent is paused. It is not a
required branch check. No check result was overridden.

Local workspace typecheck and build pass after the master merge, along
with database migration checks, token gates, map checks, Storybook
catalog checks, and the Copilot profile identity check. Standard builds
refresh Runner vendor output. Focused checks pass 2,008
API/paging/context tests and 7 strict case protocol tests. The final
commit changes one test fixture only; its ten tests, UI typecheck, and
token gates pass. No production source changed in that commit.

On current head `765fccd67c`, all **194 critical workflow tests**
executed and passed with no skipped tests in those files:

- 38 Stop/ownership tests, including board completion intent, native
retries, stale Stop, and preparation with an old checkout.
- 2 actual legacy process/HTTP handoff tests, including scratch failure,
a closed-stdio child that continues writing, and recovery through a
fresh worker after the process group stops.
- 5 migration tests, including SQL column metadata, preserved null
authority context, and all six prior-numbering receipts.
- 3 process-settlement and 5 scratch tests.
- 88 handoff-service, 18 heartbeat handoff, and 21 native case-tool
integration tests.
- 7 bounded case/document-read projection tests and 7 strict
protocol-contract tests.

The current CI checkout was `fed65d49`, merging `765fccd67c` into master
`9ef434fe79`. Its new document regressions reconstruct exact
Unicode/escaped bodies and revisions through real native authority and
authenticated HTTP with generic API tools disabled. They cover
case-owned, primary-task, and linked-task documents; routing on every
page; stale document snapshots; access loss and unlinking;
unrelated/foreign/private sources; system documents; and quarantined
content. Active-task document tools retain their existing behavior.
These are current-head test results from the first CI attempt; the
browser-only retry did not rerun these suites.

The full `64fdd3403f` CI failed one separate settings test: after a
company switch, it observed an unsettled API-key draft. The production
component and test were unchanged from prior green source. Production
switches remount both keyed settings layers; the test directly reused an
unkeyed view and used a timer tick instead of waiting for React effects.
The final commit replaces that fixture synchronization with React `act`.
The exact secret-clearing assertions and all timeouts remain unchanged.
The original assertion failure remains recorded; no unchanged retry was
used. The narrow unchanged baseline and fixed fixture each pass 10
tests.

The upstream result-paging merge preserves case capture namespaces and
current asset privacy. Its API integration suite executed 39 of 41 tests
successfully, with two skipped; the optional assigned-result PRP
integration test was skipped. Neither skipped suite is counted in the
194 critical tests or as live provider proof.

All 361 upstream migration entries and SQL bodies remain unchanged. Six
case migrations follow master as 0363–0368 with identical SQL hashes.
Official Drizzle generators produced the combined metadata and five
retained snapshots. Generation reports no schema changes, and the
snapshot drift test passes. The earlier `ce361ae5d0` CI passed on
attempt 1, including its then-current 179 critical tests. Fresh review
later identified unusable document references with generic API tools
disabled; the bounded document reads and ten additional authenticated
HTTP tests address that finding.

The full local `pnpm test:run` attempt was cancelled after this Mac
exhausted PostgreSQL semaphore capacity; it is **not** counted as a
pass. Later database attempts also stopped before assertions or skipped,
including one sandbox socket denial. Two original stale-Stop regressions
did reproduce the bug against the old source. A REST serialization
assertion passed after two preserved database-startup failures. No test
timeout was increased. All 194 assertions listed above executed and
passed in current-head CI. The complete 385-file, 3,963-test UI shard
also passed after the fixture repair.

A configured-provider receipt workflow passed 13 backend checks across
triage → implementation → verification → correction → done, using one
task and four work runs. The saved receipt is revision 2 with total 6
USD; case and task both closed. The original canonical attempt remains
failed because its browser assertion confused the terminal destination
with completed-task tooltips. The corrected full browser verifier passed
on the same retained database and original runs, with no additional
provider calls. The last clean-build browser readback is on
`6a86c54a53`; later changes affect recovery, authorization, bounded
reads, and settlement. Accounted work cost is a $1.010574 rate-card
estimate; provider billing and setup-probe usage are unavailable.

Copilot profile 49 passed the unchanged seven-fixture private protocol
pack (46/46 checks, no retries) and the product file-edit canary after
master's completion-replay change. All 60 bound implementation hashes
remain unchanged on the current source. Historical profile-47/48
identities and results remain intact. See the [profile-49 compatibility
record](https://github.com/paperclipai/paperclip/blob/codex/persistent-case-handoffs/doc/plans/2026-10-20-copilot-completion-recovery-compatibility-v49.json).
This is bounded compatibility evidence, not a fresh full matrix,
installed-package product test, or Daytona rollout.

Preserved CI failures and retries:

- On `20662930ac`, Slack managed setup failed a five-second success
assertion after reload. Its test/application path was unchanged from a
prior green head. One unchanged-source retry passed all 25 tests in that
shard; no source or timeout changed.
- On `9402b4f17a`, two CI workers received shutdown signals at 15:24:19
UTC. Neither log had an assertion failure before interruption. One
unchanged-source retry of each passed all Runner static checks and all
32 tests in browser shard 6; both aggregates passed. The next head,
`7b4374edaf`, passed all CI without retries.
- On `295f289b5a`, serialized shard 9 timed out during its first
device-login test, then the next test found an active login lease.
Direct login/test paths were unchanged from a prior green head. Cold
import plus a timed-out async body using the next test's mutable
actor/store is the supported fixture-race explanation; no request trace
proves that sequence. The original failure remains recorded. One
unchanged-source retry passed all 294 tests in 19 files, including all
41 device-login tests. No login source or timeout changed. The
subsequent `ce361ae5d0` CI passed without retries.
- On `64fdd3403f`, one company-switch settings assertion observed an
unsettled draft. The final test-only commit uses React `act` without
changing assertions, timeouts, or production code. On `765fccd67c`, all
ten settings tests and the complete 385-file, 3,963-test UI shard
passed.
- On `765fccd67c`, browser shard 3 completed the split-handoff
assertions, then cleanup received HTTP 500 from run cancellation after a
one-second PostgreSQL row-lock timeout. The extra chat run was reporting
completed work while teardown began. Cleanup stopped before restoring a
global experiment flag, causing a later assertion to fail. Relevant
production and test paths are unchanged from an earlier green commit.
Stop's lock order is consistent, and no nested self-lock was found; the
exact PostgreSQL blocker was not recorded. One unchanged-shard retry
passed. The original failure, trace, and downstream flag failure remain
recorded. No Stop implementation, cleanup assertion, or timeout changed.
The retry supports intermittent cleanup contention; it does not identify
the original blocking transaction.


## Risks

- Local process transfers require host-owned PID/group absence. Missing
or uncertain termination evidence keeps delivery pending, independently
of scratch setup.
- Handoff admission and task cancellation share execution ownership. New
regression tests cover temporary holds, late source writes, and
uncertain provider termination.
- Retained private sources use an intersection of existing permissions.
This intentionally fails closed when a source is missing or an existing
task cannot preserve that boundary.
- Migrations add tables and indexes. They preserve master history and
can replay over prior feature installs. Migration 0368 adds nullable
internal authorization provenance with no default or authority backfill.
Historical transfers still awaiting release without this context fail
closed; an operator must cancel them and request a new handoff.
- Delayed Cloud handoffs depend on the current Cloud membership RPC. An
unavailable, ambiguous, expired, or mismatched response holds the
handoff for retry; it does not reuse cached authority or grant access.
- Bounded reads reload and reauthorize the selected projection per page.
Underlying work grows with the data size and number of pages. Changed
data or routing requires restarting from offset zero without the old
snapshot.
- Phase names and workflow diagrams remain advisory. They do not satisfy
review or approval gates.
- This is a large, cross-cutting PR. The maintainer requested one PR for
the whole feature; the commits separate data, runtime, UI, and
qualification work.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and delegated
code review. The exact deployment model ID and context-window size were
not exposed in the session. Live fixture agents used the explicitly
configured provider model recorded in their test evidence.

## 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>
2026-10-20 12:46:14 -05:00
DottaandPaperclip 9ef434fe79 docs: expose feature map IDs and add a recipe index (#16987)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its feature map describes user journeys and their verification
paths.
> - The map already defines feature IDs and full capability IDs.
> - The README and child pages did not show those IDs consistently.
> - Readers need those IDs to connect issues, tests, stories, and
evidence.
> - This pull request adds a recipe index and displays the existing IDs.
> - The benefit is clear references across the product and agent access
maps.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

`maps/feature-map/README.md`, the child recipes, and their agent access
companions.

**What's wrong?**

The README sends readers to Storybook to browse features. Child pages
show local keys, such as `installation`, without the full
`plugins/installation` ID. Readers must inspect the generator to find
the full reference.

**Suggested fix**

List recipe links and existing IDs in the README. Show each feature ID
and full capability ID in its child pages. Explain capability IDs and
entry-point references. Keep the current keys and anchors.

Related work: Refs #15288. Refs #16052. Refs #15983. No duplicate open
PR or issue was found by title search.

## What Changed

- Add an index grouped by feature area. It lists every recipe, feature
ID, and full capability ID.
- Explain how IDs are formed and used in issues, tests, Storybook, and
evidence.
- Add feature IDs to all product recipes and agent access companions.
- Show full capability IDs beside recipe keys and below access and
Storybook guidance headings.
- Preserve existing keys, heading anchors, and generated ID values. Keep
the latest upstream company capability in the index.

## Verification

- `node scripts/check-maps.mjs` passes for 34 feature families and 175
capability IDs.
- `node --test scripts/check-maps.test.mjs
scripts/storybook-feature-index.test.mjs` passes all 17 tests.
- `node scripts/storybook-feature-index.mjs` passes on this checkout and
generates the feature indexes and overview inputs.
- `git diff --check` passes.
- A source comparison confirms that the README matches the recipe index.
After removal of the added ID labels, all 68 child pages match the
upstream prose and headings.
- Full workspace checks were attempted: `pnpm -r typecheck`, `pnpm
test:run`, and `pnpm build`. They could not start because the local pnpm
wrapper could not fetch and verify the pinned pnpm 9.15.4 release. This
checkout also has no workspace dependencies installed.
- `node scripts/storybook-catalog.mjs` could not run because
`storybook/internal/csf-tools` is not installed. The direct map and
index checks above pass without that dependency.
- Remote typecheck, release-registry, and full build checks passed. The
first attempts of [server shard
3/12](https://github.com/paperclipai/paperclip/actions/runs/39460473910/job/118758430448)
and [server shard
12/12](https://github.com/paperclipai/paperclip/actions/runs/39460473910/job/118758429932)
stopped after their runners received a shutdown signal. The test steps
were canceled. GitHub rejects the rerun request with HTTP 403: "The
workflow run containing this job is already running". Five other CI jobs
remain active. The next action is to rerun the two interrupted shards
after workflow 39460473910 ends. No application changes were made to
address these runner interruptions.
- To inspect the result, open the feature-map README, follow a recipe
link, and compare its full capability IDs with its access companion.

## Risks

- Low risk. The change updates map documentation only. It changes no
application code or ID schema.
- The readable README index and child labels repeat source IDs. Keep
them aligned when a capability changes.
- Generated capability descriptions now include the visible ID prefix.
Generated IDs, labels, navigation order, and verification fields remain
the same.
- Full local workspace checks and catalog generation remain unverified
for the environment reasons above.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex, model `gpt-6.1-sol`, with a 475,000-token context window
and `xhigh` reasoning effort. The model used local file tools, shell
commands, and GitHub CLI 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:00:36 -05:00
DottaandPaperclip 9225796a4e fix(runner): page oversized assigned tool results (#16980)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native agents receive assigned app-tool results through the durable
Runner protocol.
> - The assigned-tool bridge returned complete provider responses
without a size bound.
> - A large response could exceed the encrypted command limit after the
upstream call had completed.
> - The provider then waited for a result that the controller could not
deliver.
> - This pull request saves large governed responses and returns a small
reference with a scoped page reader.
> - Agents can retrieve the full result without repeating the original
action.

## Linked Issues or Issue Description

**What happened?**

Large app-tool responses could leave native tool calls pending even
though the upstream service completed. The durable command limit is
about 510 KiB. The assigned-tool bridge did not account for that limit.
A 720,048-byte regression response failed the delivery-size assertion
before this change.

**Expected behavior**

Deliver a bounded response and a way to retrieve all saved content. Keep
the original action at one execution. Preserve task, agent, company,
responsible-user, and current-run access checks.

**Steps to reproduce**

1. Run a native agent with an assigned tool that returns more than 510
KiB of JSON.
2. Let the upstream tool complete.
3. Observe that the original bridge returns the oversized object
directly, so the durable controller cannot queue its result.

Related: #14734 preserves uncertain tool outcomes across shutdown and
restart. This change keeps that protection. #16517 handles native MCP
content projection on a different transport; it does not bound native
assigned-tool results.

## What Changed

- Save governed assigned-tool responses above 500,000 encoded bytes
using the existing response asset storage, quotas, and audit path.
- Add `read_tool_result` for UTF-8 JSON pages from the same task and
agent. Each encoded page is capped at 500,000 bytes, including JSON
escaping and metadata, with remaining content available through the next
byte offset. It works when generic API tools are disabled.
- Reuse existing authenticated asset reads and responsible-user checks.
Retrieval does not invoke the upstream service.
- Preserve uncertain delivery if storage fails after an action
completes.
- Add regression, fault, authorization, and opt-in live Codex checks.
Document the transport and access contract.

## Verification

- Red: the original integration regression returned 720,048 bytes
against unchanged production code and failed its bounded-response
assertion. The follow-up regression also showed that a 480 KB result was
unnecessarily saved under the original 24 KiB policy.
- Green: results through 500,000 encoded bytes stay inline. Larger
responses are saved in full. Real HTTP integration tests reconstruct the
complete Unicode result after controller recreation in exactly two
pages, in both standard and low-trust configurations, with one upstream
execution.
- The encoded-size boundary and escape-heavy Unicode tests verify that
every page fits 500,000 bytes, cursors advance on valid UTF-8
boundaries, and concatenating pages exactly reconstructs the original
JSON. Storage-failure tests preserve an uncertain outcome without
repeating the action.
- The focused unit/API run passes 1,957 tests; the changed real HTTP
tests pass. `pnpm -r typecheck`, `pnpm build`, `node
scripts/check-maps.mjs`, and `git diff --check` pass.
- Real Codex acceptance passes with `gpt-6.1-sol` through Codex CLI
0.160.0 and native Runner, on macOS ARM64 with `low_trust_review` and
generic API tools disabled. Codex requests every page in order, receives
all 660,098 original bytes, and returns the final verification field.
The two encoded pages are 500,000 and 160,543 bytes; the upstream
operation executes once. Runner closes successfully in a 34.1-second
probe. Only the disposable database's connection/worker counts were
reduced to fit the host's remaining semaphore capacity.
- The native-PRP regression also passes with escape-heavy Unicode pages
over 1 MB in total and a separate inline result containing 200,000
backslashes. A scripted provider verifies both complete results by
SHA-256. It proves the intermediate text wrapper can exceed 700 KB
because the native transport decodes it before queuing the bounded PRP
result; every result object stays within 500,000 encoded bytes. Native
binaries are required for the local run, preventing a silent skip.
- A second real-Codex probe with escaped Unicode, quotes, backslashes,
newlines, and NULs also passes: every original byte of a 720,098-byte
JSON response is retrieved in two encoded pages of 500,000 and 460,543
bytes. The model returns the final field, the upstream call executes
once, and Runner closes in 32.6 seconds. This uses the same production
source with only the synthetic fixture content varied.
- The live probe exercises real PRP, persistence, and authenticated
asset reads. It does not claim the original staging task resumed or full
heartbeat checkpoint acceptance.
- Earlier broader local testing passed 103 tests but could not start the
second database for the existing `rejects a stale source-run question
over public HTTP and accepts it from the next run` test. Extending its
timeout exposed PostgreSQL initialization failure on this
semaphore-exhausted host. The earlier local `pnpm test:run` attempt was
interrupted and is not claimed as passing. Full CI passes on current
head `cd32237ee5429765b8f349402ac3c79cceec3e6b`. GitHub reports 55
successful checks, two skipped Storybook checks, and one neutral
Paperclip agent review. Greptile is 5/5 on this head with no review
threads.
- Additional Paperclip agent review is incomplete: it withdrew the
earlier double-escaping finding after inspecting the native regression,
found no new actionable defects, and reported stalled large-source reads
prevented independent inspection of the transport decoder. Its neutral
assessment is [recorded
here](https://github.com/paperclipai/paperclip/pull/16980#issuecomment-6295579705).
This limitation remains separate from the passing local native
transport, real Codex acceptance, full CI, and Greptile results.

## Risks

- Large responses now consume existing response-storage quota and
require page reads. Larger pages use more provider context. Results are
preserved in full; each encoded page leaves about 22 KiB below the PRP
command limit for the command envelope.
- A storage failure after execution retains an uncertain delivery
outcome. The bridge must not report that the upstream action failed or
invite a replay.
- The dedicated reader grants access only to saved responses for the
current task and agent. The asset route also checks the original
responsible user.
- Runner command limits and receipt rules remain unchanged. No migration
or separate Runner protocol rollout is required.
- This PR does not deploy the repair or resume an existing blocked task.

## Model Used

OpenAI Codex (GPT-6), with reasoning, tool use, and code execution. The
exact serving model ID and context-window size are not exposed in this
session. The opt-in acceptance probe requests `gpt-6.1-sol` through
Codex CLI 0.160.0.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 11:52:59 -05:00
DottaandPaperclip 2c96f76780 feat(connections): add model-backed prompt injection prevention
Add opt-in OpenRouter checks at existing tool-result boundaries with regex fallback, service accounting, and settings on Connections. Make migration 0362 safe to replay over existing or partially applied schema state.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 11:32:25 -05:00
DottaandPaperclip 98d17da1e2 Fix native monitor dispatch and finalization recovery (#16975)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs persist their results and workspace before they release
execution.
> - A task monitor must wait for that settlement before it starts the
next run.
> - The scheduler checked provider status but did not check unfinished
finalization.
> - A timer could dispatch too early, then its old finalizer could no
longer find the consumed schedule.
> - This pull request delays dispatch and reconciles prior delivery from
server records.
> - The task can continue without repeating the provider turn or
removing a newer run's ownership.

## Linked Issues or Issue Description

**What happened?**

A native run saved a yielded monitor result while workspace finalization
needed recovery. Its timer dispatched after the provider stopped. The
follow-up failed because the earlier run still held workspace recovery.
The old finalizer then retried `monitor_wait_authority_lost`
indefinitely.

**Expected behavior**

Timer dispatch waits for native finalization. If an older timer already
dispatched, the finalizer uses its saved scheduling receipt and admitted
successor to settle the old result. It preserves current task state and
ownership.

**Steps to reproduce**

1. Schedule a task monitor from a native run and save a yielded result.
2. Leave native finalization retryable after the provider reaches a
terminal state.
3. Let the monitor become due. Before this change, the scheduler
consumes it.
4. Restore workspace persistence and retry the old finalizer. Before
this change, the missing schedule leaves it retryable.

**Paperclip version or commit**

Reproduced against master `34be1b831bcaba070264ae8d214ceffe6a8f9eab`.

**Deployment mode**

Self-hosted server built from source, with PostgreSQL and the native
runner. Related recent recovery work: #16962 and #16963. No duplicate
repair found for this failure.

## What Changed

- Scheduled and manual monitor dispatch wait for unfinished native
finalization. If the monitor expires during workspace recovery, the
accepted result can settle into the persisted schedule, and the
scheduler then applies its existing expiry policy. New monitor-wait
results still require an unexpired, unexhausted schedule.
- A narrow reader joins the run's server-issued monitor receipt to its
durable wake and admitted successor.
- The finalizer and locked status commit verify that evidence and
preserve current task ownership. They do not create another wake.
- Monitor delivery participates in assessment identity, so recovery can
replace a prior error decision without violating the decision ledger's
uniqueness constraints.
- PostgreSQL regressions cover saved-result replay, active successors,
wrong task or agent, missing receipts, unadmitted wakes, ownership
races, and failed workspace persistence.
- The execution contract and verification maps describe the recovery
boundary.

## Verification

- Red: the saved monitor regression remained `retryable_failure` instead
of `committed` on unpatched code.
- Red: the scheduler admitted a wake while terminal-run finalization
remained retryable.
- Red/green: two PostgreSQL cases reproduce timeout during workspace
recovery for scheduled and manual checks. Before the review repair, both
remain `retryable_failure` with `monitor_wait_authority_lost`.
Afterward, both commit, apply board escalation once, preserve the saved
result, and enqueue zero provider wakes. New completion still rejects
the expired schedule.
- Typecheck: `pnpm -r typecheck` passed.
- Build: `pnpm build` passed.
- Maps: `node scripts/check-maps.mjs` passed.
- Review: Greptile 5/5 and Ponytail Paperclip Review 5/5 on the current
head, with no unresolved findings. Both reviews are static; execution
evidence is recorded separately above and below.
- Linux staging: the original repair passed 170 tests across monitor
integration, scheduling, status arbitration, and workspace finalization.
The expanded suite passes all 172 tests, including both new timeout
regressions.
- Live acceptance: deployed the original repair to the authorized Linux
ARM64 self-hosted instance. The stranded saved result finalized
automatically; the original task then completed through normal
admission, with its final answer persisted after browser reload. The
other original task was already complete and its external delivery was
verified without repeating it.
- The initial Mac regression run passed 68 tests, but three suites
failed during embedded PostgreSQL startup. A subsequent focused run
confirmed the host had exhausted its PostgreSQL semaphore allowance.
Linux verification uses isolated databases; the local failure logs
remain preserved.
- The local full test suite is not claimed as passed. It is blocked by
the same PostgreSQL startup limitation; full-suite CI passed on head
`8bc29d1b7783446f397b858e558083570a96bb66`
([run](https://github.com/paperclipai/paperclip/actions/runs/39447913466)).

## Risks

- A delivery match must not grant new execution authority. The lookup
requires the original run's server receipt and a matching company,
agent, task, wake, and admitted successor. The locked commit rejects
old-run checkout ownership and permits no status effects.
- Workspace persistence must succeed before settlement. Its existing
failure path remains effective.
- The scheduler waits while a native finalizer is unfinished. Workspace
recovery must settle before dispatch; elapsed monitor limits transfer to
the existing scheduler recovery policy instead of stranding the result.
Neither settlement path renews a deadline or changes budget, approval,
pause, or provider authority.
- No schema, migration, credential, or provider configuration change.

## Model Used

OpenAI Codex, based on GPT-6, with tool use and code execution. The
exact backend model ID and context-window size are not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 10:58:41 -05:00
DottaandPaperclip 4b05795712 fix(github): reuse review instructions across native turns (#16971)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub events continue an ordinary task and can reuse its provider
conversation.
> - Each automatic event appended the full review policy and PR
description.
> - Native GitHub follow-ups also repeated task history because only
Slack used the compact path.
> - This pull request separates admitted review configuration from
commit updates.
> - A verified resume sends the current messages and changed
configuration. A fresh session gets full context.
> - This reduces repeated input while retaining review rules and current
tool checks.

## Linked Issues or Issue Description

Refs #13959, #16645, #16901.

**What happened?**

Opening a PR and pushing twice stored three full review prompts. A later
native turn repeated all three in a retained provider conversation.

**Expected behavior**

A new event supplies its commit and event data. The harness delivers
stable review instructions once per retained conversation and
configuration. Fresh sessions receive full instructions.

**Steps to reproduce**

1. Enable automatic GitHub reviews for a repository.
2. Open a PR, let the review finish, and push two new commits.
3. Inspect task messages and the native submitted envelopes. Before this
fix, the policy and old requests repeat.

## What Changed

- Store compact automatic event messages. Fetch the PR description
through the existing metadata tool when needed.
- Load review instructions from processed deliveries bound to the
company, task, agent, and source comments. Preserve each admitted policy
snapshot.
- Use the existing verified native continuation path for complete GitHub
text batches. Deliver configuration changes using a key over endpoint,
PR conversation, revision, and instructions.
- Keep full bootstrap input for fresh sessions and failed resume,
including board follow-ups with no new GitHub event. Retain existing
framing for incomplete batches, attachments, interactions, and recovery.
- Keep the same configuration identity across automatic review,
discussion, and automatic review. Coalesced requests use the last
accepted request's admitted policy.
- Add regression and database coverage. Update the execution contract
and verification recipe.

## Verification

- Red: the new event-size regression failed because policy and PR body
repeated. The GitHub continuation regression failed because it returned
no compact prompt.
- Green: focused policy, continuation, native input, and adapter prompt
tests passed (231 tests). Native resume/fresh-bootstrap cases passed (9
tests).
- The signed-webhook/database case passed at `6296168253`. It checks
configuration edits, queued older snapshots, coalesced policy selection,
discussion continuity, board follow-ups, and company/task/agent/comment
boundaries. The private PostgreSQL template used 12 connections because
the host reached its semaphore limit with the default settings.
- The earlier broad channel/session integration run passed 1,432 tests.
Later review fixes invalidated that run. The latest focused database
case passed after those fixes.
- Reviewer regressions failed against the previous lookup, then passed
with the fix: a mixed-revision batch delivered multiple policies, and a
discussion lost the configuration identity. The board
wake-to-rendered-prompt regression also failed before repair.
- `pnpm -r typecheck`, `pnpm build`, `node scripts/check-maps.mjs`, and
`git diff --check` passed on the final source.
- Full local `pnpm test:run` exposed follow-up/fixture failures during
development. Those cases are fixed and pass separately. The stale run
was stopped after source edits. Full-suite validation for the final
commit passed in CI.
- All required CI checks passed for `6296168253`, including tests,
typechecks, build, and clean public npm install checks. The two
unrelated Storybook checks were skipped.
- A live two-turn Codex smoke could not start: the local macOS sandbox
helper rejected execution of the installed Codex 0.153.4 binary. No live
GitHub/provider acceptance or deployment is claimed.

## Risks

Skipping instructions is safe only after a verified checkpoint resume
with the correct previous run. The full bootstrap remains available if
resume fails. Changed or previously unknown configuration is sent again.
Tests cover these cases. Tool authorization and publication checks still
run under the current server policy. No database migration is required.

## Model Used

OpenAI GPT-6 through Codex, with tool use and code execution. The exact
deployment model identifier and context window are not exposed in this
session. No delegated agents were used.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-10-20 10:39:17 -05:00
DottaandPaperclip 813e808af4 Remove filesystem history authorization from workspace preparation (#16963)
Remove physical-root source/reader authorization and sticky directory classifications from workspace preparation. Preserve current task/run authority, app-record privacy, credential authorization, containment, and lifecycle/publication integrity.

Validate replacement selections against persisted new inputs and refresh verified checkout ownership so bounded reuse survives earlier workspace relocation. Add real PostgreSQL/Git regressions, a reproducible history-scaling benchmark, and documentation.

Full CI passed all 48 jobs and Greptile scored 5/5 at 3d5da6c259. Five preparation-guard medians improved from 20,512.99 ms to 52.22 ms on the 8,500-workspace fixture; these are not end-to-end startup timings.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 09:19:59 -05:00
DottaandPaperclip d84061b923 fix(runner): recover journaled completion proposals (#16962)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Native runs preserve provider sessions across controller restarts.
> - A completion event can reach durable storage before the next session
checkpoint.
> - Recovery advanced the event cursor but lost the saved completion
proposal.
> - The completed turn then appeared to need another provider turn to
report its result.
> - This change restores the exact active turn's proposal before
advancing the cursor.
> - Recovery can finalize completed work without repeating its external
actions.

## Linked Issues or Issue Description

**What happened?**

After a controller restart, a native run could fail with
`native_finalization_missing` even though `run.result.proposed` was
already durable. The recovered driver skipped that event when its cursor
advanced, so the result was absent from its state. Automatic disposition
retries could then encounter outstanding tool receipts and exhaust
recovery.

**Expected behavior**

Restore the saved result for the exact active turn. Wait for provider
termination, then use normal finalization. Do not start another provider
turn to repeat completed work.

**Steps to reproduce**

1. Start a native Codex task and save its active-turn checkpoint.
2. Persist its completion proposal, then lose the controller before
another checkpoint.
3. Recover the same run after the provider completes. Before this
change, finalization reports a missing result.

**Paperclip version or commit**

Reproduced on `92b238137b`. The repair is based on `7c247243e5`.

**Deployment mode**

Native Runner with Codex. The incident used a remote sandbox; the
regression covers controller event recovery.

Related: #12845 and #15297. The older #12241 addresses provider process
continuity; this change repairs the controller's saved event projection.

## What Changed

- Restore valid completion proposals for the checkpoint's exact active
turn during event replay.
- Reject conflicting, invalid, or incorrectly bound proposals. Ignore
proposals from another turn and prevent adoption after a newer turn
starts.
- Keep provider termination and normal finalization as separate
requirements.
- Add eight behavioral cases using the real Codex driver and a simulated
transport, and document the recovery contract and verification scope.

## Verification

- Red: the new restart regression failed with
`native_finalization_missing` before the production change.
- Green: 254 tests passed across the native runtime, backend adapter,
and Codex recovery suites. The new cases check no repeated provider
work, no early finalization, duplicate proposals, conflicts, invalid
proposals, and stale turn/session bindings.
- `node scripts/check-maps.mjs` and `git diff --check` passed.
- `pnpm -r typecheck` and `pnpm build` passed locally. All CI gates
passed on `2ac025a15c`; Greptile rated that commit 5/5 with no
outstanding findings. The full local `pnpm test:run` was started after
completing the embedded PostgreSQL installation, then stopped while
still running once the complete CI test matrix passed; it is not
reported as a completed local run.
- Real local acceptance passed on `2ac025a15c` with the production Rust
Runner transport, Codex CLI `0.160.0`, and `gpt-6.1-sol` on macOS arm64.
Persisted the completion proposal while retaining the older active-turn
checkpoint; let the provider finish without persisting its later
controller events; stopped the exact owned runner/provider; recovered
the same provider session and turn. Observed one accepted result, one
durable `turn.start` command, and one line in the receipt file. Hosted
sandbox restart and recovery of the original stopped task have not been
performed.
- Initial setup failures are retained: dependency drift caused
diff-viewer type errors, and skipped PostgreSQL postinstall links
prevented database startup. Dependency alignment and the package
postinstall repaired those local prerequisites. Probe setup iterations
failed on a direct-provider response schema, invalid probe input fields,
and an original provider that still held its writer lock. Acceptance
uses the production transport, validated input, and exact-owner
shutdown. No production code changes were made for those probe setup
failures.

## Risks

- A stale proposal could finalize the wrong work. Recovery requires the
checkpoint's active turn and matching run, session, and source. It
rejects conflicting results and waits for provider termination.
- The change uses the existing paginated recovery scan. It adds no
database query per event or new retry allowance.
- No schema migration or change to task authorization is included.

## Model Used

OpenAI GPT-6, running as Codex with reasoning, tool use, and code
execution. The exact served model snapshot and context-window size are
not exposed in this session. The live acceptance probe uses
`gpt-6.1-sol`.

## 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>
2026-10-20 09:09:22 -05:00
DottaandPaperclip 0b266bd084 fix(workspaces): keep source preparation locks active (#16956)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Each task prepares its workspace before it starts the provider.
> - Source preparation holds a transaction-scoped advisory lock on a
dedicated database connection.
> - Preparation can use other connections and the filesystem for longer
than PostgreSQL allows that lock connection to stay idle.
> - PostgreSQL then closes the connection and releases the lock while
preparation still runs.
> - This pull request reuses the workspace lock keepalive during source
preparation.
> - Slow preparation retains exclusion and returns its original result
or error.

## Linked Issues or Issue Description

**What happened?**

Tasks failed during workspace preparation with `CONNECTION_CLOSED` at
the configured 60-second idle transaction timeout. No provider had
started. A live retry showed the source-lock transaction idle while
authorization reads ran on another connection. Its advisory-lock key
matched the task's source-preparation key. PostgreSQL closed that
transaction at the timeout.

The same defect remains on current master. A real PostgreSQL regression
also shows that another preparation can enter after the timeout while
the original callback still runs.

**Expected behavior**

Source preparation must keep its advisory lock until the callback and
any pending keepalive query finish. The ordinary pool must remain
usable. The original preparation result or failure must survive.

**Steps to reproduce**

1. Set `idle_in_transaction_session_timeout` to one second in a
disposable PostgreSQL database.
2. Call `withIsolatedRepositorySourceLock` and keep its callback active
for longer than one second without querying the lock connection.
3. Try to acquire the same source lock from another operation.
4. On the old code, the second operation enters and the first
transaction fails with `CONNECTION_CLOSED`.

**Paperclip version or commit**

Reproduced on source at `cde944ed75648adfb569e86133adc8b118b55dd6`. The
repair is rebased onto `d855e550ad`.

**Additional context**

Refs #16340. That change introduced the keepalive for workspace
copyback. This PR applies the existing helper to the source-preparation
transaction.

## What Changed

- Read the configured idle timeout in the same query that acquires the
source lock.
- Keep that dedicated connection active during source preparation with
the existing helper.
- Add two real PostgreSQL regressions for exclusion, company
independence, a one-slot ordinary pool, nested acquisition, cleanup, and
preservation of callback errors.
- Update the execution contract and workspace verification maps.

## Verification

- Red before the production edit: both new tests failed. A competing
operation entered after the lock expired. A callback failure was
replaced by `CONNECTION_CLOSED`.
- Green after the repair: 86 tests passed across the source lock, source
admission, keepalive, and heartbeat workspace preparation suites.
- `pnpm -r typecheck`, `pnpm build`, and `node scripts/check-maps.mjs`
passed on final commit `2b5000ce25`.
- `git diff --check` passed. The lockfile is unchanged.
- After rebase, the same 86 focused tests passed. The two source-lock
tests passed again after the review cleanup change.
- Live acceptance on `7df94d7a06`: a fresh local instance on macOS
arm64, Node v26.4.0, native Codex `gpt-6.1-sol`, and permission mode
`never`. PostgreSQL had a one-second idle transaction timeout. A
temporary Git wrapper delayed repository reads by four seconds.
Workspace preparation after environment acquisition took 8,297 ms. The
real task completed, wrote and attached the correct line-count/SHA-256
report, reached `done` with native phase `committed`, and cleared its
execution lock. The attachment matched the workspace file and survived
browser reload. No dedicated lock connections remained.
- The live probe initially used `gpt-5.4`, which the ChatGPT account
rejected. Selecting the reported task model, `gpt-6.1-sol`, resolved
that readiness failure. The local Claude CLI has no login, so no live
Claude run is claimed.
- Full CI passed on `2b5000ce25`: all general, chat, workspace,
serialized-server, Runner, and E2E test shards, plus typecheck, build,
and canary packaging. Both Greptile and Paperclip Review rated this
commit 5/5 with no open findings. The Paperclip check concluded neutral;
two unrelated visual checks were skipped.
- The duplicate local `pnpm test:run` serial invocation was stopped with
SIGINT after the complete CI test shards passed. It did not finish
locally; no local full-suite pass is claimed. Local proof consists of
the focused real PostgreSQL tests, typecheck, build, map checks, and the
real task above.
- The final commit changes test teardown only; production code matches
the live acceptance commit.
- Initial sandbox runs could not open test database ports or build IPC
sockets. The same commands ran with local process access. The frozen
install also found an existing manifest/lockfile mismatch; dependency
resolution was local and the lockfile was restored.

## Risks

- The lock connection sends one small query per keepalive interval. The
helper derives that interval from the configured timeout and caps it at
30 seconds. It does no polling when the timeout is disabled.
- The helper joins an in-flight query before the transaction ends. A
slow database can therefore delay cleanup.
- This change does not disable database deadlines, retry preparation, or
recover an unexpected connection loss. It preserves existing admission
checks and company/source lock keys.
- Deployment and recovery of the reported tasks remain separate from
code verification.

## Model Used

OpenAI GPT-6 through Codex, with repository tools, code execution, and
browser verification. The exact served model variant and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 07:01:17 -05:00
DottaandPaperclip fc0d390d98 fix: enforce Cloud-enabled features on every managed stack (#16953)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud sets managed feature values for each tenant stack.
> - Staging lets admins change experimental features.
> - The staging exception also let old tenant false values override
Cloud true values.
> - This could disable required features such as isolated workspaces.
> - This pull request keeps every Cloud-enabled feature on and rejects
attempts to disable it.
> - The same rule applies to staging, production, and managed stacks
without a hostname.

## Linked Issues or Issue Description

Refs: #16876

**What happened?**

The staging override added in #16876 treats managed true values as
editable defaults. A stored tenant false value can disable a feature
that Cloud enables. Settings writes also accept attempts to disable
Cloud-enabled features.

**Expected behavior**

If Cloud sets a feature to true, the tenant reads true and cannot turn
it off. This applies to every managed stack. Staging can still change
allowed experiments that Cloud has not enabled.

**Steps to reproduce**

1. Set a managed staging primary hostname and enable isolated workspaces
in `PAPERCLIP_MANAGED_CONFIG`.
2. Start with `enableIsolatedWorkspaces: false` in the tenant settings
row.
3. Read `/api/instance/settings/experimental`. Before this fix, staging
returns false.
4. Try to PATCH that flag to false. After this fix, the API returns 403
without saving, and reads return true with managed control metadata.

**Paperclip version or commit**

Reproduced against master at `cde944ed75648adfb569e86133adc8b118b55dd6`.

## What Changed

- Keep managed true values in the staging read overlay. They override
old tenant values and lock the existing UI controls.
- Reject attempts to set any Cloud-enabled feature to false before
writing settings.
- Cover every managed feature in service tests across staging,
production, and an absent hostname. Add real-service HTTP tests for
isolation on staging and production.
- Update operator documentation and the feature and access maps.

## Verification

- Confirmed the new service regression fails before the fix: staging
returns stored false, and writes can attempt to disable enabled flags.
- Passed all six focused settings suites: 168 tests. Passed the final
route and overlay suites after adding the HTTP regression: 109 tests.
- Passed existing experimental settings UI tests: 54 tests. These cover
the existing managed-control behavior.
- Passed `node scripts/check-maps.mjs` and `git diff --check`.
- Passed `pnpm -r typecheck` and `pnpm build`. The first typecheck used
an install that did not honor locked versions and hit an unrelated
`@pierre/diffs` API mismatch. Reinstalling from the lockfile resolved
it; no lockfile changes are included.
- Full CI passed on `f43136812a92ec838a24f0c423270e4fbd997c28`: 55
successful checks, one neutral review check, and two expected skips.
This includes typecheck, build, general and serialized tests, runner
checks, and E2E shards. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39411907756).
- The duplicate local `pnpm test:run` was stopped after the complete CI
matrix passed. It is not counted as a completed local full-suite pass.
- Greptile reviewed `f43136812a92ec838a24f0c423270e4fbd997c28`: 5/5 with
no outstanding findings. The only finding on the first review was the
repository rule against new code comments; those comments were removed.

## Risks

- Staging users can no longer disable a feature that Cloud enables. This
is the intended behavior.
- Clients that send a stale full settings form containing false for a
Cloud-enabled feature receive 403 and must reload.
- No database migration is needed. Stored false values remain in the
database, but cannot override an active Cloud true value.
- Cloud-disabled staging experiments remain editable. Production
restrictions and self-hosted settings remain unchanged.

## Model Used

- OpenAI Codex, `gpt-6.1-sol`, with reasoning, repository tools, and
test execution. The context window size is not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 06:14:52 -05:00
DottaandPaperclip bc091f0a21 fix(recovery): recover retained workspaces before saved messages (#16906)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stopped run can leave useful files in its original sandbox.
> - The server keeps that sandbox when it cannot confirm file copyback.
> - The task can then save new user input but offers no safe way to
recover the files.
> - A retry of the old agent turn can repeat work that already finished.
> - This pull request recovers files through the existing workspace
owner and delivers only saved human input.
> - The user can recover a task without certifying infrastructure facts
or losing completed work.

## Linked Issues or Issue Description

Refs #16883 and #16835 for publication receipts and verified process
termination.
Related: #16478 clears stale holds after copyback already succeeded.
This change performs the missing export and records its proof. #16901
manages the main GitHub response comment and does not perform workspace
repair.

**What happened?**

A failed run retained its workspace. A later user message stayed saved
behind a file-repair hold. The task asked the user to verify process
termination and file recovery but offered no repair control. Sending a
message could show an optimistic Working state and move the task to Todo
before admission succeeded.

**Expected behavior**

The harness should recover the original files when it can prove
ownership and termination. It should preserve newer edits and completed
operations. Only waiting user input may start another turn. Missing
evidence must keep the source held with a specific explanation.

**Steps to reproduce**

1. Interrupt a sandbox run before workspace finalization succeeds.
2. Retain its exact allocation and save a user follow-up.
3. Observe the file-repair hold and missing end-user repair path.

## What Changed

- Add source-bound background recovery for native and legacy runs. An
accepted native result is not required.
- Share the physical copyback lock and durable owner. Resume only the
exact stopped allocation, export files, verify persistence and obtain a
fresh stop receipt.
- Persist retry limits and idempotent requests on the existing recovery
record. Limit each server to two background exports. Add an indexed
candidate scan and a separate cleanup obligation.
- Add a task-editor recovery endpoint. Deny agents and viewers. Reject
caller-supplied stop or repair claims.
- Deliver waiting human input once through ordinary admission. Preserve
pause, approval, budget and assignment gates. Require historical
conversational-adapter evidence for legacy-to-Runner continuation.
- Include exact GitHub publication receipts in continuation context.
Preserve unknown effects and the original failed run.
- Show observed recovery progress, a transient-failure retry action and
specific service blockers. Keep saved messages visible. Suppress false
startup feedback and implicit Todo promotion behind a file hold. Hide
unavailable workspace links.
- Update execution semantics, capability maps and production-component
stories.

## Verification

- Red: the original read model failed the new recovery-progress
assertion; the other 23 checks in that file passed.
- Passed: recovery regressions with 28 cases with real PostgreSQL,
files, tar and Git operations. Lifecycle provider calls are controlled
test boundaries. Coverage includes native/legacy export, concurrent
owners, rollback after export, interrupted archive export with a new
database connection, lost replies, historical discovery, durable retry
limits, separate cleanup and saved-input delivery. The actual candidate
query uses its partial index with 3,000 unrelated history rows. A first
automatic repair can bind verified old-controller stop proof without an
accepted native result. Review also reproduced and fixed export-only
continuation and cleanup lost after a committed repair. Cleanup remains
discoverable without waiting input and after task reconciliation.
- Passed: two GitHub integration cases verify that continuation context
carries the existing publication receipt and does not write another
response. Company and task boundaries are checked.
- Passed: 293 continuation, workspace-sync, platform-receipt and OpenAPI
checks. After file repair, actual dispatch retains pause, cancellation,
approval, real budget-policy and assignment gates.
- Passed: 174 route checks, including editor admission, agent/viewer
denial and rejection of fabricated repair claims.
- Passed: 351 task detail, workspace properties and comment-reopen
checks after updating the new read boundaries and asynchronous
workspace-link expectations. Two new route cases keep held tasks Blocked
when a comment is saved.
- Passed: 265 task-thread and recovery-notice checks. The broader
continuation suite also passed; its new legacy migration case first
exposed a gap that the focused recovery suite now covers.
- Passed after rebase: `pnpm -r typecheck` and `pnpm build`. The later
master merge adds an unrelated permission migration; recovery migration
generation and safety checks passed after the merge.
- Passed: token gates, module boundaries, map structure and migration
checks. The recovery index is migration 0360 after current master.
- Browser: inspected the production recovery component and its
retry-to-queued transition with fixture data. The first dev dependency
load failed; a reload after optimization resolved it. This is UI
evidence, not a live provider recovery claim.
- Every test shard passed on final commit `bbbc09efb4`. The older local
`pnpm test:run` was stopped after the complete CI test matrix passed.
Local full typecheck and production build passed. The first CI build
compiled and booted, then lost its runner during the clean public
npm-install check. An isolated retry passed the build, production boot
and clean public npm-install verification.
- Greptile reviewed final commit `bbbc09efb4` at 5/5. All review threads
are resolved.
- The change is not deployed. Hosted recovery remains unverified until
the served revision includes this change.

## Risks

- Recovery crosses process, provider and persistence boundaries. Missing
or mismatched ownership, stop, descriptor or file evidence keeps the
hold. It never selects a replacement allocation or silently starts over.
- File recovery does not certify external action outcomes or authorize
replay. New input still uses normal execution admission.
- Historical sources without sufficient durable evidence can remain
blocked. Destructive reconstruction stays separate.
- The index migration is idempotent. It changes no task data. Snapshot
pruning follows repository policy.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with code execution and browser tools.
`gpt-6-astra` assisted earlier investigation. The runtime does not
expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 21:51:46 -05:00
DottaandPaperclip 3b8324a233 fix(github): keep one main PR review comment and reconcile stopped work (#16901)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub connections send review requests to an assigned agent.
> - A PR needs one main comment that shows its current review state.
> - The response ledger used one comment per incoming request. Pushes
and follow-up messages created more placeholders.
> - Thread subscriptions also accepted requests addressed to external
bots. Recovery could leave an acknowledged request without a final
notice.
> - This pull request shares the main PR comment, filters other
recipients, and reconciles stopped work.

## Linked Issues or Issue Description

Related: #16874 showed the repeated placeholders. #15416 introduced the
per-request response path. The prior summary path used one PR-level
marker.

**What happened?**

Repeated pushes created new main PR comments. A subscribed `@greptile
review` message also woke the Paperclip bot. If execution stopped before
staging a milestone, its comment could keep claiming that work was
active.

**Expected behavior**

One bot keeps one main comment per PR. Progress and review results
update it. A message addressed to another recipient does not wake the
bot unless it also explicitly mentions this bot. Stopped work gets an
accurate notice.

**Steps to reproduce**

1. Accept two review requests in one PR conversation.
2. Add `@greptile review` to that subscribed conversation.
3. Fail the assigned run before it stages a milestone. Run channel
maintenance.

## What Changed

- Add a durable main PR response target. Keep per-request receipts and
the existing publication lease.
- Recover the target from App-owned provider markers. Adopt older
placeholders and point verified duplicates to the current review.
- Use a queued notice before a PR run starts. Preserve version ordering
and final responses.
- Filter leading mentions addressed to another recipient. Explicit
mentions of this bot take precedence. Incidental mentions keep normal
thread behavior.
- Reconcile acknowledged requests after terminal execution. Show paused
state for saved requests on a blocked task. Preserve newer work and
confirmed or uncertain tool delivery.
- Keep a request open when its stale acknowledgement is suppressed.
Close placeholders after replies published elsewhere. Retire old
coalesced placeholders before replacing their receipts. Resolve native
request identity when legacy wake fields are absent.
- Update guidance, connection documentation, and feature/access maps.

## Verification

- Red: all three behavioral regressions failed on the original code. A
second review created a second comment; an external-bot request was
processed; stopped execution retained its working placeholder.
- Green: the same three cases passed after the fixes.
- Review regressions also failed before their repairs: a delayed
acknowledgement closed a new request; normal and stored formal-review
receipts left a live placeholder; coalesced completion lost a duplicate
receipt; native terminal work without legacy wake fields stayed queued.
All 13 combined regression and safety cases passed after repair.
- The same legacy receipt-loss bug was also reproduced in the
superseded-acknowledgement branch. Its four affected cases passed after
adding retirement before that receipt replacement.
- A further review regression reproduced paused requests rejecting
resumed progress and skipping stopped-run cleanup. Four cases failed
before repair; all eight resume and neighboring safety cases passed
afterward. Both paused-notice branches keep the request open.
- Repeated paused maintenance reproduced two needless GitHub edits. The
writer now skips an identical complete comment body. Nine affected cases
passed, covering repeated maintenance, resumption, stopped work, final
assessment preservation, and main-comment reuse.
- Safety cases cover lost receipts, legacy adoption, newer progress,
published assessments, provider-verified mention aliases, and old
replies that must not complete new requests.
- `pnpm -r typecheck`, `pnpm build`, map validation, and module
boundaries passed. The server TypeScript check passed after the final
repair. The broader local GitHub workflow and policy run passed 188
tests. Full CI passed on the final commit
(`554979d79285b68bcbf90cd639e3d2d053f4ea4b`), including all three chat
shards, server/workspace/Runner suites, typecheck, build, and E2E gates.
Greptile is 5/5 with no open review findings. One serialized job
received a runner shutdown signal mid-test; its single retry passed.
- Preserved failure evidence: the first CI run exposed an overbroad
recipient filter and an old queued-text assertion. The next commit
passed all three CI chat shards. Greptile then found the receipt
transitions covered by the new regressions above. Local full-suite runs
were stopped when those defects required source changes; no clean full
local pass is claimed.
- Tests use real PostgreSQL and controlled provider responses. They do
not establish a live GitHub App rollout. The original instance needs the
fixed server before its comments change.

## Risks

- Leading mentions now select a recipient even when that account has no
Paperclip connection. A leading human mention also selects that person.
Mid-message incidental mentions retain normal subscription behavior.
- Existing comment adoption edits only comments proven by this
endpoint's request ledger or prior summary marker and App identity.
Deleted and replaced comments remain protected.
- Failure cleanup uses current authority and does not replace newer
progress or unresolved provider writes. It does not restart failed
execution.
- No schema migration is required.

## Model Used

OpenAI Codex, GPT-6. The exact serving model ID and context-window size
are not exposed in this session. The model used reasoning, tools, code
execution, and browser 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 not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 21:51:20 -05:00
DottaandPaperclip 16689de291 fix: add one-click retry for restricted workspace setup (#16909)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks need a clear way to resume after a setup failure.
> - A shared repository can contain another task that the assigned agent
cannot read.
> - Paperclip correctly stops before the agent starts, but the user must
then understand workspace settings to recover.
> - This pull request gives that failure a single Retry button and
selects a clean copy of the configured repository through normal
admission.
> - The task keeps its assigned agent and execution settings, while
access checks and existing work remain protected.

## Linked Issues or Issue Description

Related: #16895 classifies the restricted source failure. This change
adds the user recovery action. #16906 handles retained files after
execution; this change handles a setup failure before execution starts.

**What existing behavior does this improve?**

Recovery of a task whose shared repository includes a task workspace the
assigned agent cannot read.

**Current behavior**

The task stops before provider work and asks the user to understand
workspace choices or access grants.

**Proposed behavior**

Show Retry above the task message box, independent of loaded
conversation history. One click requests one attempt using a clean
checkout of the configured remote. Show Retrying while the request is
pending. Show an error only if the request fails.

**Reason and benefit**

The user can resume work without understanding repository isolation or
changing access to another task.

**Breaking changes**

None. The recovery source value is server-owned. The public workspace
selection request does not accept it. No migration is required.

## What Changed

- Add one Retry control above the composer in both task conversation
views. It stays available when an older notice is outside the loaded
comment pages.
- Bind recovery to the latest failed run, current assignee, and recorded
proof that provider work did not start.
- Use the existing atomic recovery route and pending workspace
selection. Normal admission clears the old session and creates the
isolated checkout.
- Choose a fresh task-owned branch for recovery, including fixed project
branches, existing task branches, and adapter branch overrides. Preserve
the model, environment, setup commands, pending user workspace choices,
previous files, and all execution gates.
- Update execution documentation and both workspace maps.

## Verification

- Passed all 461 tests in the eight affected database, Git, HTTP,
workspace binding, and conversation suites after the review fixes. An
additional 292 tests passed after the final compatibility fixes,
including IssueDetail and recovery action routing.
- Concurrent HTTP retries produce one wakeup. Paused projects and runs
that started provider work reject recovery without changing the
workspace.
- Real Git tests exclude private files, private commits, and unpublished
original files from the clean checkout, preserve the original, and
exercise reuse, cleanup, and reopen.
- Verified in a running local app: a task failed twice, displayed only
Retry, and reached Done after one click. A second browser test put the
failure notice behind 501 newer comments and used a fixed project
branch. Retry stayed visible and the task reached Done. The
credential-free process worker used the selected checkout and wrote its
result there. This does not claim a live model-provider run.
- The first manual fixture lacked a responsible-user membership and
failed after successful workspace recovery. Corrected the fixture,
retained that failure evidence, and verified the full flow with ordinary
authorization.
- Full typecheck, build, token gates, and map checks passed. The full
local suite was stopped after review changed its source during
execution; current-head CI provides the complete suite result.
- An earlier unrelated peer-comment read test hit a socket hangup. The
next complete affected-suite run passed; the first failure is retained
in local evidence.
- Current-head CI hit an unchanged runner credential-concurrency test
failure. That lane passed on the preceding commit, and all 42 credential
tests passed locally. The original failed job is retained; the one-time
rerun passed. All latest-head CI checks are green (55 success, 2
skipped, 1 neutral), and Greptile is 5/5 with both review threads
resolved.

## Risks

- A remote repository outage can still prevent the next attempt. Retry
does not grant access or copy unpublished files from the old checkout.
- Recovery accepts only the latest recorded pre-provider failure and
preserves normal execution gates. This limits duplicate work and stale
recovery requests.
- No database migration, dependency, or lockfile change.
- The first review found fixed-branch retry loops and dependence on
paginated notice history. Both had failing regressions before the fixes
and now pass targeted tests and the combined browser journey.
- Full CI then caught assumptions about missing run evidence and
unrelated recovery actions. The final changes tolerate absent evidence
and scope the new lookup to board-owned actions with valid run IDs. The
previously failing suites now pass locally.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser verification. The exact serving model ID and
context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 21:49:44 -05:00
DottaandPaperclip d9bcf4dfe8 fix(auth): let Cloud stack admins manage experimental settings (#16907)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People use experimental settings to opt into product features.
> - Cloud stack Admins can manage their company, but cannot save an
experiment.
> - Requiring an Owner role adds unrelated privileges to this workflow.
> - This pull request gives trusted Cloud stack Admins permission to
update experiments.
> - Other instance administration and platform settings keep their
existing checks.

## Linked Issues or Issue Description

**What happened?**

A person with the Cloud stack Admin role receives “Instance admin access
required” when they enable an experimental setting, such as Fast
responses.

**Expected behavior**

Cloud stack Admins can save editable experimental settings. This
permission does not grant general instance-admin authority. Members,
Support users, and agents cannot change experiments. Cloud-managed and
operator-hidden settings remain protected.

**Steps to reproduce**

1. Sign into a Cloud staging workspace as a stack Admin.
2. Open Settings → Experimental.
3. Enable Experimental fast responses.
4. Observe the permission error instead of a saved setting.

**Additional context**

Related: #10343 introduced computed Owner elevation. #15748 added Fast
responses and the company Connections settings page. The roadmap and
existing PRs were checked. This is a small authorization fix for the
existing settings path.

## What Changed

- Derive experiment-management authority from the current trusted Cloud
stack Admin role on each request.
- Apply that authority only to the experimental settings PATCH route.
Keep general settings, environment defaults, and task drain restricted
to instance admins.
- Preserve existing hidden-setting checks, managed feature restrictions,
and activity records.
- Add role and role-downgrade regressions, allowed and denied route
cases, staging coverage, and updated OpenAPI and access documentation.

## Verification

- Before the fix, the Admin fast-response request returned 403 and the
new role assertions failed. The first sandboxed HTTP run could not bind
local sockets; the regression run outside that sandbox reached the
expected authorization failures.
- Focused Cloud actor, settings route, managed-overlay, and health
tests: 149 passed.
- `node scripts/check-maps.mjs` and `git diff --check` pass.
- `pnpm -r typecheck` and `pnpm build` pass.
- Greptile reviewed commit `7c33b90066121f03183579d2fae2650755e025e4` at
5/5. Its one style finding is fixed and resolved.
- The full local `pnpm test:run` did not pass. It reported two early
collection failures before workspace build outputs were ready and a
15-second timeout in the unchanged AgentMail recovery test. The run was
stopped after those failures while the full CI suite continued. No full
local-suite pass is claimed.
- The first current-head CI attempt failed the unchanged Runner test
“preserves a real listening process and its marker when a health RPC
times out” with `runner_remote_process_identity_unavailable` /
`process_identity_changed`. The test passes in a local isolated run.
This recovery does not establish the CI failure's cause. [Failed
job](https://github.com/paperclipai/paperclip/actions/runs/39332989655/job/118336142261).
The failed shard passed on its single rerun. The failure cause remains
unconfirmed. All CI checks on commit
`7c33b90066121f03183579d2fae2650755e025e4` are now green. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/39332989655).
- No deployed staging behavior is claimed. Manual acceptance after
deployment: as a stack Admin, enable Fast responses, reload, and confirm
Connections appears. Confirm Members and Support users still cannot save
experiments.

## Risks

- This intentionally extends experimental settings write access to Cloud
stack Admins. It does not persist an instance-admin role or expand other
instance controls.
- Production retains its existing managed feature policy. Staging
retains its editable experiment allowlist and protected execution and
owner-elevation settings.
- No database migration or UI change is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser inspection. The runtime does not expose an exact
model snapshot 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>
2026-10-19 21:48:00 -05:00
7b9334cd10 Draft: Build agent-ready design proposal system (#16875)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - People need consistent UI patterns to review and control that work.
> - The current board uses related layouts and controls with different
spacing, type, and behavior.
> - That drift makes it hard for a designer or an agent to build a new
page from a reliable reference.
> - Storybook can show the shared patterns and the states they need to
support.
> - This pull request adds design proposals, a local sandbox, and
reusable UI controls so people can compare the patterns in context.
> - The benefit is a clearer design system that agents can use to build
consistent UI.

## Linked Issues or Issue Description

**Subsystem affected**

`ui/` — React board UI and Storybook.

**Problem or motivation**

Board pages repeat visual and interaction decisions. Storybook did not
provide a complete reference for task views, conversation states,
typography, toolbars, tabs, and light/dark colors. People could not
compare a proposed pattern with the running board in one place.

**Proposed solution**

Add a staged Design Proposals catalog with foundations, components,
layouts, and page specimens. Add an opt-in sandbox. Reuse production
components where possible. Include synthetic conversation states and
shared controls so reviewers can compare and refine them.

**Alternatives considered**

Separate static mockups would not show keyboard behavior, responsive
layout, or real component states. Rebuilding each page only in Storybook
would allow the reference to drift from the board.

**Roadmap alignment**

This improves existing board UI and Skills Manager surfaces. It does not
add a new control-plane capability.

## What Changed

- Added dark and light color references, typography and conversation
specimens, and component stories for buttons, tabs, toolbars, sidebar,
popovers, activity, and task lists.
- Added a local design sandbox with synthetic task conversation playback
and representative states.
- Shared collection toolbars and navigation patterns across task, agent,
project, routine, skill, connector, and artifact pages.
- Added the streamlined Skills tabs and a My Skills collection that uses
the shared skill cards.
- Restored saved-thread access during synthetic playback, kept connector
searchbox semantics, and updated reproduction checks after moving trial
stories.
- Documented the proposed patterns and added focused UI, catalog, and
browser checks.

## Verification

- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `node
scripts/storybook-catalog.mjs --check` passed.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed after
merging master. After the review fixes, focused UI typecheck, `pnpm
build-storybook`, 23 Skills Sources tests, and all 15 Storybook
typography browser tests passed.
- Focused task-thread and system-notice suites passed: 251 tests.
Connector Browse passed 84 tests; the connector, attachment, recovery,
and Storybook flyout browser journeys passed locally.
- A local full Vitest run hit one intermittent chat-channels integration
failure; that test passed in isolation. GitHub CI
[39347996059](https://github.com/paperclipai/paperclip/actions/runs/39347996059)
passed on the exact latest commit: 55 successful checks and two skipped
draft-only Storybook jobs.
- Greptile reviewed the exact latest commit at 5/5 with no new comments
or open review threads. GitHub reports the branch as cleanly mergeable.

## Risks

- This PR changes 206 files and exceeds the repository's 100-file review
target. Review by commit and consider a scoped split before merge.
- Design Proposals are staged references. Fixture interactions do not
prove API behavior, permissions, or provider execution.
- UI changes to shared controls may affect pages outside the proposal
sandbox. Focused browser checks and the full CI matrix passed.

## Model Used

- OpenAI Codex, GPT-6 family. The exact runtime model ID and context
window are not exposed in this session. The model used reasoning, code
execution, browser inspection, and local tests. Earlier branch commits
were also AI-assisted in this Codex conversation.

## 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 available in this session)
- [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 where applicable
- [x] I have either linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [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: Scott Tong <scott@scotts-mbp-m5-max.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 17:45:26 -07:00
DottaandPaperclip 7ec6e1a237 fix(runner): explain invalid arguments for assigned tools (#16905)
## Thinking Path

> - Paperclip coordinates agents through authorized tools.
> - The native runner validates arguments before it dispatches a tool
call.
> - Schema failures give repair guidance for only five built-in tools.
> - Assigned-tool discovery receives a generic rejection, so an agent
can mistake invalid arguments for missing access.
> - This PR applies the existing safe schema feedback to every
authorized tool.
> - Agents can correct their calls while authorization, approval, and
replay checks remain in force.

## Linked Issues or Issue Description

**What happened?**

An invalid `paperclip_search_assigned_tools` call returned only
`Paperclip rejected this semantic tool call`. The call never reached the
assigned-tool gateway. The same feedback gap affects arbitrary assigned
app tools.

**Expected behavior**

Identify argument validation as the cause. Return bounded schema
locations and ask the provider to correct its arguments. Do not expose
submitted values or grant access to unassigned tools.

**Steps to reproduce**

Prepare an authorized discovery tool. Submit an invalid query or
optional argument through the native runner. Observe the generic error
before this fix. Correct the arguments and confirm one dispatch after
this fix.

**Paperclip version or commit**

Reproduced on master at `4970d5ed3d`. The incident did not retain its
rejected arguments, so the tests cover representative invalid inputs
rather than claim to replay that exact payload.

**Deployment mode**

Native runner with the Codex app-server driver. Local verification uses
macOS ARM64 and controlled provider fixtures.

Related: #16868 added bounded monitor validation feedback. #16723
changes runtime MCP catalog loading; this PR changes the Rust runner
validation response and does not depend on that work.

## What Changed

- Supply generic repair guidance for any authorized tool whose arguments
fail JSON Schema validation. Preserve specific built-in hints.
- Keep the existing three-location and 512-byte limits. Do not include
input values or unknown keys. Preserve generic authorization failures
and the existing retry flag.
- Cover missing fields, wrong types, null optional fields, bounds,
unknown fields, unchanged rejected-call state, corrected calls, and
completed-call replay protection.
- Exercise rejection, correction, one dispatch, and successful
completion through the real Codex driver with a controlled provider
subprocess.
- Document the behavior and its verification scope in execution
semantics and the agent access map.

## Verification

- Red: both new runner regressions failed on the original generic
rejection. The existing API-validation regression passed.
- Green: all seven selected validation tests passed. The new Codex
transport regression passed with one rejection and one corrected
dispatch.
- `cargo fmt --manifest-path packages/paperclip-runner/runner/Cargo.toml
--all -- --check`, `node scripts/check-maps.mjs`, and `git diff --check`
passed.
- Full Rust workspace tests, the repository build, and sequential
repository typecheck passed. The existing assigned-tool gateway suite
passed all 30 tests. All hosted test and end-to-end jobs passed on this
head. The duplicate local `test:run` was interrupted after the hosted
suites passed; its local result is incomplete. The hosted build and
clean public npm installation check also passed. All current-head CI
gates are green, including the final verify and e2e aggregates.
- Greptile reviewed commit `3e2743e1e15b3b13a7d803ce4d828510e41fb22a`:
5/5, no actionable findings.
- Setup evidence: master has a stale dependency lockfile. Dependencies
were resolved with the pinned pnpm 9.15.4; lockfile changes are
excluded. The first full typecheck overlapped the build and failed
copying a generated shared-package file. The sequential rerun passed
with no source change. The initial copy failure remains recorded here;
the concurrent build-output race was not separately reproduced.
- The provider is simulated. This proves runner validation and transport
recovery, not that a live model always retries or that GitHub
credentials work.

## Risks

The provider now sees schema locations for all authorized tools. The
existing sanitizer and bounds still apply. Unknown input keys and values
remain excluded. No schema, permission, approval, automatic tool replay,
database, or connection-auth changes are made. Unauthorized tools still
get a generic rejection.

## Model Used

OpenAI Codex (GPT-6), with reasoning, source inspection, and tool
execution. The exact runtime model ID and context-window size are not
exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 17:03:42 -05:00
DottaandPaperclip e5927e1db9 fix: give commentary its own default read permission (#16903)
## Thinking Path

> - Paperclip lets people manage AI agents and inspect their work.
> - Commentary collects agent suggestions and complaints for company
members.
> - Commentary used the permission for detailed agent-action audits.
> - Owners, admins and viewers could therefore receive a permission
error when they opened Commentary.
> - This pull request gives commentary its own permission and enables it
for all human company roles.
> - Members can read feedback while task privacy and detailed audit
access keep their own checks.

## Linked Issues or Issue Description

Refs #16884, which added the Commentary browser. A search found no open
PR for this permission fix.

**What happened?**

Commentary returned `Missing permission: audit:view_agent_actions` for
company members without the detailed audit grant. Default owners, admins
and viewers did not receive that grant.

**Expected behavior**

All human company roles can read commentary by default. A separate
`commentary:view` permission controls this access. Private source tasks
remain private. Commentary access does not grant detailed agent-action
audits or CSV exports.

**Steps to reproduce**

1. Sign in as an active company owner, admin or viewer without
`audit:view_agent_actions`.
2. Open Audit, then Commentary.
3. Observe the permission error before this change.

**Paperclip version or commit**

Base commit: `7c58ea07b2`.

**Deployment mode**

Authenticated server or Cloud tenant.

## What Changed

- Add `commentary:view` to the shared permission contract and all human
role defaults.
- Require that permission for commentary list and detail reads.
- Add an idempotent upgrade migration for existing active human members.
Preserve existing grants and scopes.
- Add the commentary default when approving saved human invitation
grants that omit it, including pre-upgrade invitations. Preserve
explicit commentary scopes.
- Add regression coverage for role defaults, permission removal, audit
separation, private tasks and migration replay.
- Update the API description, specifications, database notes and access
maps.

## Verification

- Passed 68 tests across commentary reads, role grants, old-invitation
HTTP acceptance, migration replay, agent audit routes, access services
and migration snapshot drift under the repository's locked dependencies.
- Confirmed the new role and read tests failed before the
implementation.
- `node scripts/check-maps.mjs` passed.
- Migration numbering and safety checks passed during the build.
- Full `pnpm -r typecheck` and `pnpm build` passed locally after the
invitation fix.
- The final-commit CI matrix passed, including all test shards,
typecheck, build, public-install checks and canary smoke. The redundant
local `pnpm test:run` was stopped after the full CI matrix completed;
the 68 focused local regressions passed separately.
- The first install bypassed the stale lockfile and selected a newer
diff-viewer API. The initial typecheck and build failed in that
unrelated plugin. Installing the locked versions cleared both failures;
the tracked lockfile is unchanged.
- The first locked-dependency regression run hit the 15-second limit
while importing the audit route graph in its first test. Moving that
import into suite setup fixed the timeout; all 58 regressions then
passed.
- Greptile found that pre-upgrade invitations retain old grant lists.
New helper and HTTP regressions reproduced this gap before the fix, then
passed after approval added the missing commentary default.
- Greptile reviewed the final commit at 5/5 with no remaining actionable
findings. Its earlier thread is resolved.
- No UI code changed. The permission tests use real disposable
PostgreSQL databases and HTTP routes.

## Risks

- The upgrade deliberately enables commentary for every existing active
human company member, including viewers. Existing commentary grants
retain their saved scopes.
- Source-task privacy still filters previews, counts, searches and full
messages. Agent-authenticated browsing remains denied.
- Agent-action audit grants, detailed filters and CSV export permissions
keep their current behavior.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository editing and
command execution. The exact runtime model ID and context window are not
exposed to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:58:17 -05:00
DottaandPaperclip 4970d5ed3d fix(skills): unblock agent attachment and preserve Latest selections (#16899)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators attach company skills to agents from the skill library.
> - Attachment first reads the agent's skill snapshot to preserve other
assignments.
> - That read materialized and validated repository files for the entire
library, even in read-only mode.
> - The response also treated resolved runtime versions as stored pins.
Saving could then fail with beta pins disabled.
> - This pull request makes version-cache inspection lightweight and
returns the stored assignment choices.
> - The benefit is a responsive attachment flow that preserves Latest
and explicit pins.

## Linked Issues or Issue Description

**What happened?**

Adding a repository skill to an agent could stall before the save
request. The prerequisite snapshot read projected or checked every file
in every installed repository skill. Once it returned, an existing
Latest assignment could become a version pin in the save payload. The
server then rejected that save when beta skill pins were disabled.

**Expected behavior**

Reading assignments must not prepare all repository snapshots for
execution. Adding a skill must preserve the other assignments and their
Latest or pinned choices.

**Steps to reproduce**

1. Install repository-backed skills with stored immutable versions and
cold disk caches.
2. Assign one repository skill to a Claude agent with Latest selected.
Leave beta skill pins disabled.
3. Open another skill, select Add to agent, choose the same agent, and
save.
4. Observe the expensive prerequisite read and the beta-pin rejection
after that read completes.

**Paperclip version or commit**

Reproduced from master at `ac9459bae3329395f10bc81c638a374eef152baa`.

**Deployment mode**

Observed in hosted staging. Reproduced with a disposable local instance,
embedded PostgreSQL, and the Claude local adapter on macOS arm64 with
Node 26.4.0.

Related: https://github.com/paperclipai/paperclip/pull/9995 adds a
separate read-only assignment endpoint for peer-agent access. This fix
keeps the existing configuration-gated snapshot and its permissions.

## What Changed

- Respect read-only listing for current and pinned version caches. Check
directory and entrypoint safety without projecting repository contents,
reading all support files, or updating cache access records.
- Keep complete snapshot restoration and byte validation at run
preparation. Missing caches are restored from stored data. Corrupted
files are repaired there.
- Return stored assignment version choices in both list and sync
responses. Keep runtime version details in the snapshot entries.
- Add database-backed regressions for cold and warm reads, pinned
versions, execution repair, and unsafe entrypoints. Add HTTP regressions
for save round trips and explicit pins.
- Update developer documentation and verification recipes.

## Verification

- Red: both latest and pinned read-only cache regressions failed on the
original code. The original code created caches during listing.
- Red: the HTTP save-roundtrip regression returned 400 with the beta-pin
error. The explicit-pin regression also failed.
- Green: the updated API and cache suites passed all 145 tests. The
three related company-skill service suites also passed.
- Real browser: attached a repository skill to a paused test agent with
another repository skill already set to Latest and beta pins disabled.
The success toast appeared. The skill's Agents tab retained the
assignment after reload. API reads confirmed both assignments remained
unpinned and no repository version caches were created.
- Local synthetic fixture: six skills share a 606-file repository
snapshot. A cold HTTP skill-list request completed in 241 ms. This is
local evidence, not a staging latency measurement.
- Real service comparison on that fixture: the baseline cold list wrote
3,648 version/cache files. A warm baseline list read 3,642 version files
and wrote six access records (457 ms). The fixed warm list read and
wrote zero version/cache files (61 ms). Both services returned the same
16 library entries.
- `pnpm -r typecheck` passed. The final API edit also passed the server
typecheck.
- `pnpm build` passed.
- `node scripts/check-maps.mjs` and `git diff --check` passed.
- The broad `pnpm test:run` invocation reported six failures in the
untouched `tool-gateway-service.test.ts` suite. An isolated rerun passed
all 59 tests. The broad run was stopped after recording those failures,
so it is not a green full-local result. The PR CI matrix separately
passed those suites. Greptile completed on the current commit with 5/5,
zero comments, and no open threads.
- One CI shard was interrupted by runner shutdown, with no failed
assertion in its log. A single failed-job retry passed on the same
commit. The aggregate CI gate passed. All current-head PR checks are
complete with no failing or pending checks.
- This PR does not claim that the fix has been deployed to staging.

## Risks

- Settings reads check cache locations and entrypoints. They defer full
support-file validation to execution. Regression tests verify that
execution still repairs corrupt bytes and restores missing versions.
- The response now distinguishes stored pins from resolved runtime
versions. Explicit historical pins remain intact. Company,
configuration, connector, and beta-pin authorization gates keep their
existing behavior.
- No schema migration or dependency change.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, code execution, and
browser tools. The exact runtime build ID and context-window size are
not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:33:02 -05:00
DottaandPaperclip 7c58ea07b2 fix(issues): guard prepared task promotion by status version (#16893)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Integrations can prepare a backlog task before its assigned agent
starts.
> - A person can change its status or assignment during preparation.
> - An unconditional promotion can replace that newer decision.
> - Safe promotion needs a saved revision that includes every assignment
path.
> - This pull request checks that revision under the task row lock and
derives policy cleanup from the locked row.
> - The benefit is safe initialization recovery with the existing
company, task, and run authority.

## Linked Issues or Issue Description

Prerequisite #16896 has merged. This PR now targets master and contains
only the conditional promotion API. The prerequisite fixed the confirmed
baseline first-upload browser regression.

**What happened?**

A client that saves a task's initial documents and then sends an
unconditional status update can override a concurrent status or
assignment decision. The update validator previously dropped an expected
version, so clients could not make this promotion conditional. Some
direct assignment and release paths also did not advance the revision.

**Expected behavior**

A prepared task moves from backlog to todo only if its original status
and assignment revision still matches. A stale request returns 409
before a task mutation, audit publication, or wake. Policy cleanup
preserves unrelated saved settings.

**Steps to reproduce**

1. Create a backlog task and save its statusVersion before preparing it.
2. Release its assignment, or change an assignee and then restore that
assignee.
3. Send `{ "status": "todo", "expectedStatusVersion": <original
revision> }` to its PATCH endpoint.
4. The stale promotion must return 409. A matching revision on an
unchanged backlog task must succeed.

Duplicate and related PR searches found no existing prepared-task
promotion fix.

## What Changed

- Accept an optional nonnegative expectedStatusVersion for exactly a
status-only backlog-to-todo promotion. Reject extra public fields before
parsing can discard them.
- Check the current revision and backlog state under the issue row lock.
Reject stale requests before checkout adoption or execution-control
effects.
- Add SQL migration 0358 to advance the revision for both assignee
fields at the database boundary. Release, administrative release, direct
writes, and assignment round trips now invalidate an old version.
- Derive guarded policy cleanup from the locked row. Preserve review
limits and protected authorization when removing a monitor. Reject
derived ownership changes or review decisions.
- Add schema, real HTTP/PostgreSQL, concurrency, migration replay, and
policy regression coverage. Update the response type, OpenAPI, developer
docs, and access map.

## Verification

- Red before the initial fix: stale requests returned 200 instead of
409, validation removed the expected version, and a stale active task
could adopt a checkout.
- Review found two further defects. Four new release/direct-assignment
tests showed unchanged revisions. The real HTTP/service test returned
422 for a valid two-field promotion after monitor cleanup. Helper tests
also proved that cleanup lost valid review limits and protected
authorization. All now pass after focused repairs.
- Green: 124 route and policy tests, including 7 real Express/PostgreSQL
cases, 37 existing route tests, and 80 policy/helper tests. The real
row-lock race preserves a policy edit committed while promotion waits.
- Green: all 23 database client tests, plus 9 focused assignment and
replay checks. Historical migration 0227 receipt recovery cannot remove
the new assignment trigger. Reapplying migration 0358 leaves existing
rows unchanged and installs one trigger. Combined status/assignment
writes increment once; unchanged assignees do not increment.
- Earlier verification passed all 218 schema/route/service cases and the
generated OpenAPI capability test. Rebased focused regressions passed
all 27 selected cases. Final server TypeScript passed after all repairs;
shared TypeScript passed. Migration safety/numbering, five-snapshot
retention, map validation, and diff checks pass.
- The baseline browser attachment case failed twice on the earlier head.
Separate #16896 proved the lost-composer cause, passed 335 component
tests and the real first-upload journey, and has green CI with a 5/5
review. No assertion or timeout was weakened.
- Some early local checks were blocked by missing or stale sibling
dependency artifacts. This worktree now has its own frozen offline
install and standard SDK prerequisites. The failures and successful
reruns remain in the task evidence.
- Before rebasing, head `3304bb00de6ad6a248b5e046c008072ad20ac8f5`
passed all CI (55 successful checks and one neutral), Greptile 5/5, and
a secondary source review at 5/5 with no unresolved findings. The
secondary reviewer did not execute project tests, inspect CI, or
exercise a live agent journey. Earlier incomplete and must-fix
assessments remain visible; both established findings are repaired
above.
- After #16896 merged, all five CAS commits were rebased onto master
`87d9386ae637c652d1fed09d2046be1bcaeb413b`. Migration 0358 was
regenerated because master added another 0357. Range comparison shows no
other change to the CAS patches; inherited UI commits are absent. The
original head is preserved locally.
- Rebased head `1c0264e51a280b1dbf597725a7e42e72d4be1b1b` passes all 124
route/policy tests, 9 selected assignment/promotion tests, and all 24
database client/snapshot-drift tests. Database build, migration checks,
generated snapshot linkage, five-snapshot retention (0354–0358), maps,
and diff checks pass. Fresh-head CI and review are pending. No
deployment or live agent journey was performed for this API.

## Risks

- The guard supports prepared backlog promotion only. Other statuses or
mixed public mutation fields return 422. A stale revision or non-backlog
row returns 409.
- Preserve the original version from a server that already advertises
this guard before initialization. Older versions did not track every
assignment path. Reconcile older or uncertain initialization instead of
fetching a new revision and blindly retrying.
- Migration 0358 is SQL-only and idempotent. It adds no table, column,
or task backfill. Its separate trigger survives historical
status-migration replay.
- Existing authorization and unguarded updates remain in place. Guarded
promotion does not provide a general lifecycle or review-stage control
API.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and context
window are not exposed by this session. Used tool calls, code execution,
and test-first regression verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:27:11 -05:00
DottaandPaperclip c145475cae fix: admit documented sandbox task context routes (#16892)
## Thinking Path

> - Paperclip agents use task context to complete assigned work.
> - Sandboxed agents reach the controller through a bounded callback
bridge.
> - The bridge rejects several documented context routes before
controller authorization runs.
> - An authorized agent cannot read a task screenshot or referenced
skill file, or inspect a missed monitor wake.
> - This pull request admits only the exact context routes and supported
methods.
> - The controller continues to enforce company, resource, task and
monitor authority.

## Linked Issues or Issue Description

**What happened?**

Both callback transports return `Route not allowed` for task asset
content, company skill detail and files, wake diagnostics, and the
monitor check-now action. These operations already exist in the
controller.

**Expected behavior**

A sandboxed agent can use these documented operations when the
controller authorizes its request. Other methods, deeper paths, skill
mutations, and recovery resolution remain restricted.

**Steps to reproduce**

Use a sandbox callback to read an asset URL from a task description,
read a company skill's referenced file, or inspect a task's wake
diagnostics. The baseline bridge rejects each request. The new
regression matrix runs all five operations against both transport
allowlists.

Related: #16772 documents refused callback routes. This PR fixes the
context routes listed above; it does not add company-wide activity or
labels access.

## What Changed

- Admit asset content, skill detail/files, and wake diagnostic reads.
- Admit the existing monitor check-now action with controller
authorization.
- Add a focused allow/deny matrix for both transports.
- Update the operational API reference and access maps.

## Verification

- With the pre-fix bridge rules, all 10 allowed-request cases fail with
`Route not allowed` across the two transports; all 24 deny controls
still pass.
- With the fix restored, all 34 route cases pass. The matrix plus
existing callback suite passes 119 tests across two files.
- Local `pnpm -r typecheck` and `pnpm build` pass.
- The access-map checker, capability contract generation check, and
capability inventory check pass.
- Full repository CI passes on `97f9f06b2c`: typecheck/release registry,
all test shards, build, Docker context, canary dry run, and aggregate
verify.
- The duplicate local full-suite run was stopped after 24 minutes once
full CI passed; it is not claimed as a completed local pass.
- Greptile is 5/5 on the current head with no inline findings.
Independent source review checked asset, skill, wake-diagnostic, and
monitor controller authorization and found no actionable issues.
- The secondary Paperclip automated review is neutral/incomplete.
Independent review covered its missing controller checks; the real
Vitest cases and full CI provide execution evidence.

## Risks

This widens transport admission for five existing operations. It does
not change controller authorization. Asset reads still check
company/task visibility; skill reads keep source policy; monitor checks
keep ownership and management permission. No schema or UI change is
required.

## Model Used

OpenAI Codex, GPT-6 family, with tool use and code execution. The
session does not expose the exact serving model ID or context window.
The work used failing-before and passing-after regression tests.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:27:05 -05:00
DottaandPaperclip 87d9386ae6 fix(ui): retain first-chat uploads through task creation (#16896)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat lets a person attach files before the first message.
> - The first upload creates the saved chat task while the upload is
still pending.
> - Initial history loading used that new task ID to reset the open
composer.
> - Resetting the composer discarded its pending upload even when the
server saved the file.
> - This pull request uses the conversation's stable draft key for its
history readiness.
> - The benefit is a first message that retains its selected files and
their saved references.

## Linked Issues or Issue Description

**What happened?**

The first file upload in a new Agent Chat saved on the server but
disappeared from the composer. The initial history change in #16878 can
unmount the active composer when an empty chat receives its task ID. The
pending upload belongs to that unmounted composer, so the new composer
has no selected file.

**Expected behavior**

The same conversation keeps its active composer and pending file while
the task is created. Sending the message binds the saved attachment
once. Initial history loading for an existing conversation and ordinary
task still waits before mounting its composer.

**Steps to reproduce**

1. Open Agent Chat for an agent with no saved conversation.
2. Attach a text file before sending a message.
3. Let chat creation finish while the upload is pending.
4. Observe that the file chip disappears, although the attachment POST
returns 201.

**Paperclip version or commit**

Reproduced by a deterministic real-composer regression on master
2e5bf12411. The existing browser case also
failed twice in #16893 before this prerequisite fix.

**Deployment mode**

Built from source. Browser acceptance uses a disposable local-trusted
server, embedded PostgreSQL, Chromium, and a simulated agent.

Related: #16878 added the initial history gate. #15769 covers durable
writes during disconnects; this change fixes an in-flight upload lost
during first-chat creation. Duplicate searches found no existing fix for
this transition.

## What Changed

- Use the stable conversation draft key for readiness and timeout state
when available. Ordinary tasks keep their task ID as the readiness key.
- Add desktop and mobile regressions with a deferred real-composer
upload. Check the same editor, file receipt, and one send after chat
creation. Keep coverage for deferred initial history on saved
conversations.
- Update the Agent Chat feature map with the first-upload journey and
its verification scope.

## Verification

- Red: both new desktop and mobile tests found that the editor became
null during the draft-to-saved-chat transition, losing the pending file.
- Green: `node node_modules/vitest/vitest.mjs run
ui/src/components/TaskChatThread.test.tsx
ui/src/components/task-chat/TaskChatComposer.test.tsx --maxWorkers=2`
passed all 335 tests.
- The existing Chromium first-upload journey passed after the fix. It
checks the visible chip, saved attachment, no premature agent run, and
the attachment count after send and reload. Command: `pnpm exec
playwright test --config tests/e2e/playwright.config.ts
tests/e2e/agent-chat-projects.spec.ts --grep 'first upload creates the
chat' --workers=1`.
- The browser run built the shipped UI. Token gates, palette and
character checks, map validation, and diff checks passed.
- Earlier local browser attempts did not reach the assertion:
dependencies installed without lifecycle scripts lacked the packaged
PostgreSQL library symlinks, then an anchored title filter matched no
test. Ran the native package's setup, corrected the filter, and
preserved both setup logs. The deterministic component regression
supplies the local failing-before proof.
- An initial direct UI typecheck lacked generated Storybook catalogs.
The standard `pnpm --filter @paperclipai/ui typecheck` generated them
and passed.
- Independent source review found no actionable issue. The readiness key
matches the parent thread key, and conversation changes retain their
existing remount boundary.
- Review found one documentation overstatement: the browser test checks
the attachment count after reload, while the component test checks the
submitted Markdown reference and receipt ID. Corrected the map and this
description to separate those assertions. No production code or browser
assertions changed.
- Current commit c6a2734311 has 55
successful checks and 2 skipped checks. Greptile is 5/5 with the finding
resolved. The separate Paperclip review is neutral/incomplete: it
inspected the changed code but its reads of the parent IssueDetail
source stalled. It reported no actionable defect. The independent source
review described above did inspect the parent identity boundary.
- Full current-commit CI is the repository-wide gate. No deployment or
live model was used.

## Risks

- A conversation draft key must stay stable while its task is created.
Agent Chat already uses that key for its composer draft and thread
identity.
- A different conversation key resets readiness. Existing conversation
and ordinary task history still use their initial loading gate.
- No visual values, API contracts, upload retries, or attachment
authorization changed.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and context
window are not exposed by this session. Used tool calls, code execution,
and test-first regression verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:11:36 -05:00
DottaandPaperclip b928c6698f fix(heartbeat): explain deferred monitor dispatch (#16891)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - One-shot task monitors request future work through the normal
heartbeat queue.
> - Queue admission can hold execution until recovery or ownership is
reconciled.
> - The scheduler retained those monitor schedules but recorded no
monitor diagnostic.
> - Agents could repeatedly reschedule the same blocked check without
seeing why it did not run.
> - This pull request records safe deferral and failure activity while
retaining all execution gates.
> - Agents and operators can inspect the actual blocker and use its
existing recovery path.

## Linked Issues or Issue Description

Related: #15556 handles transient monitor client errors. #14590 handles
parked monitor wakes. This change records the diagnosis when queue
admission defers or fails; it does not change their admission or monitor
consumption policies.

**What happened?**

A due monitor on a task with an unresolved execution-recovery hold was
claimed, passed to queue admission, and released without monitor
activity. The saved monitor continued to look scheduled. Unexpected
dispatch errors had the same audit gap. Repeated rearming could not
clear the recovery hold.

**Expected behavior**

Keep the monitor and the recovery hold. Record the reason that prevented
its wake. Do not execute uncertain work or consume an attempt. Limit
repeated identical diagnostics. If audit storage fails, release the
claim so a later tick can retry.

**Steps to reproduce**

1. Schedule a due monitor on an agent-owned task in progress.
2. Add an active recovery action for an interrupted legacy execution.
3. Run the monitor scheduler twice. No provider may start while the hold
remains.
4. Before this fix, neither attempt writes monitor deferral activity.
5. Resolve the hold through its existing recovery path. The saved
monitor can then request one wake.

**Paperclip version or commit**

Reproduced on master 5739a53f5f with real PostgreSQL and the assembled
heartbeat service.

**Deployment mode**

Built from source. This affects the server monitor scheduler.

## What Changed

- Pass the existing execution blocker cause to the monitor scheduler
through a server-owned diagnostic callback.
- Record issue.monitor_deferred for held admission and
issue.monitor_dispatch_failed for unexpected admission failures.
- Keep activity to known reason codes and allowlisted blocker causes. Do
not copy raw provider messages.
- Fence claim release and activity against replacement, reassignment,
completion and competing scheduler instances.
- Limit identical activity for one schedule and cause to one record per
five minutes.
- Keep claim release functional when diagnostic storage fails.
- Update execution documentation and the task verification maps.

## Verification

- Red: explains held monitor dispatch without replaying uncertain
execution failed because it expected one deferral activity row and
received none. The fixture used the real queue, persisted source run and
recovery action.
- Red: records bounded dispatch failure diagnostics while retaining the
schedule failed because no failure activity was recorded.
- Green: both regressions pass after the fix. The held-source test
proves no successor while held, no monitor attempt consumed, and one
wake after explicit hold resolution.
- Passed: all 43 tests in heartbeat/scheduling.test.ts and
issue-monitor-scheduler.test.ts, with at most two workers.
- Additional coverage uses real PostgreSQL for diagnostic rate limits,
replacement races and an audit-insert trigger failure. Audit failure
must not retain the monitor claim. Private error and unknown blocker
text do not reach activity.
- Passed: node scripts/check-maps.mjs and git diff --check.
- Greptile: 5/5 with no actionable issues on
1d0aec738c.
- Latest-head checks: 55 successful, two skipped, and one neutral. No
check remains pending or failed. The branch has no merge conflict.
Paperclip Review ended neutral because its agent did not return a
complete assessment; it is not counted as a validated review pass.
- The dependency added on deferral is one bounded recent activity query
and at most one audit insert. Successful admission adds no new database
read. Existing queue authority checks still decide admission.
- The process fixtures validate queue admission and persisted state.
They log workspace setup errors after admission; this report does not
claim a live provider turn succeeded or that an existing deployment was
repaired.
- Passed: pnpm --dir server exec tsc --noEmit. The wrapper typecheck was
stopped because it started a redundant cold native Runner build. Full
repository checks run in PR CI; no local full-suite or full-build pass
is claimed.

## Risks

- Audit work must not strand a monitor. The storage-failure regression
verifies that rollback is followed by a claim-fenced release.
- Recovery holds still require their current reconciliation path. This
change makes their effect visible and does not bypass ownership, budget,
pause, Stop or company checks.
- Activity can be stale after a later repair, so each entry includes the
checked time and the exact saved deadline. A replacement cannot inherit
an old dispatch diagnostic.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use and code execution.
The exact runtime model suffix and context window are not exposed to
this session.

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:11:31 -05:00
DottaandPaperclip 370fb50ad4 fix(mcp): keep sibling tools available after transient calls (#16890)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use remote MCP tools through a governed gateway.
> - The gateway lists tools only while their shared connection is
healthy.
> - One failed call currently marks the whole connection as unhealthy.
> - Later calls to healthy sibling tools then fail with
`tool_not_found`.
> - This pull request keeps non-authentication call failures on their
invocation.
> - Agents can continue their work while credential and access gates
remain in force.

## Linked Issues or Issue Description

Refs #10147.

Related work: #15462 fixed oversized and malformed response handling.
#15448 covers timeout and JSON-RPC health handling together with
separate SSE and catalog discovery changes. Its patch still marks fetch
failures and HTTP failures as connection errors. #15325 proposed a
transport failure counter; it has merge conflicts and has not changed
since October 6. #11910 is an older timeout fix with merge conflicts.
This PR covers the remaining fetch and HTTP failure paths on current
master, with the same narrow call-health rule for timeouts and JSON-RPC
failures. It does not include the SSE or discovery changes from #15448.
The timeout session-reset check follows the recovery case discussed in
#15448.

**What happened?**

A shared remote MCP connection works until one call has a network
failure, timeout, HTTP 503, or JSON-RPC error. Every later call on that
connection returns `tool_not_found`, including healthy sibling tools.
Connection setup then asks for user attention even though the failure
did not prove that credentials need repair.

**Expected behavior**

The original invocation retains its failure. Authorized sibling tools
remain callable. The gateway does not replay an ambiguous action. HTTP
401/403, missing credentials, and explicit insufficient scope keep their
access gates.

**Steps to reproduce**

1. Give an agent access to two read tools on one remote MCP connection.
2. Make one tool fail with a network error or HTTP 503.
3. Call the other tool in the same gateway session.
4. Before this fix, the second call fails with `tool_not_found` before
provider dispatch.

**Paperclip version or commit**

`master` at `e6dcd1e8e9`. The regression runs against source with
synthetic data.

**Deployment mode**

Any deployment that uses a shared remote MCP connection. This is a core
gateway issue.

## What Changed

- Preserve connection health after a network failure, timeout,
non-authentication HTTP error, or JSON-RPC error from one tool call.
- Retain HTTP 401/403 and insufficient-scope health gates.
- Retain HTTP 401/403 gates during MCP initialization and its
initialized notification, with HTTP 503 controls for both stages.
- Discard only the upstream session used by a network failure or
timeout. Let the next explicit call initialize again.
- Add sibling-tool regression cases, authentication controls, and real
HTTP header/body timeout checks.
- Update runtime recovery guidance and the feature and access maps.

## Verification

- Red: the four new sibling-tool cases failed on the original
implementation. Each second call returned HTTP 404 with
`tool_not_found`. HTTP 401/403 control cases passed.
- Green: the same six-case selection passed after the production change:
`pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-gateway-service.test.ts -t 'keeps sibling MCP tools
usable|keeps the connection blocked' --maxWorkers=1`.
- The regression checks the actual gateway and embedded PostgreSQL. The
injected provider fault preserves the call boundary. It checks failure
recording, no automatic replay, catalog retention, and successful
sibling dispatch.
- The real local HTTP fixture checks cancellation before headers and
during a body, then a successful explicit call with a fresh MCP session.
- `node scripts/check-maps.mjs` and `git diff --check` pass.
- Complete nearby suites pass: 166 tests across
`tool-gateway-service.test.ts`, `tool-gateway.test.ts`,
`remote-mcp-protocol.test.ts`, and `mcp-http.test.ts`, with one test
worker.
- `pnpm --filter @paperclipai/server exec tsc --noEmit` passes after
refreshing Runner TypeScript declarations. The first package typecheck
used declarations from before the rebase and failed two unchanged
native-session call sites; rebuilding that dependency resolved both
errors.
- The rebased head also passes all 11 selected
sibling/authentication/session regressions.
- Review regression red: setup-stage HTTP 401/403 controls failed
because connection health stayed `ok`; the two setup-stage HTTP 503
controls passed. Green: all six setup controls and the complete 166-test
nearby run pass. The fix separately handles typed initialization
authentication failures and preserves the existing caller error. The
server compiler also passes after this change.
- Full repository CI passes on
`256a65ccc302c1c31a80e87f1f91411d955028de`: typecheck, build, test
shards, Runner checks, browser checks, Canary dry run, and aggregate
gates. All checks are terminal: 55 successful, 2 expected skips, and the
separate Paperclip Review check is neutral. Greptile is 5/5 on this
exact head, with no open findings.
- Full repository checks were run in CI. Local verification in this
worktree used the focused suites and server compiler to keep parallel
work bounded.
- This change has no live provider or staging deployment proof.

## Risks

- A provider that remains unavailable can stay listed until a health
check detects the outage. Each call still fails with its original
controlled reason code.
- No automatic retry occurs because a failed remote action may already
have run.
- Already unhealthy connections still need a successful health check
after an upgrade.
- No schema, credential policy, or permission contract changes.

## Model Used

- OpenAI Codex, GPT-6 family, with tool use and code execution. The
runtime does not expose the exact serving model ID or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:11:15 -05:00
DottaandPaperclip 24067a16b5 fix(workspaces): classify restricted shared repository admission (#16895)
## Thinking Path

> - Paperclip manages agents, their tasks, and their saved work.
> - Workspace preparation must check access before an agent starts.
> - A shared project checkout can contain another task's private
worktree.
> - The access guard correctly rejects a run that cannot read that work.
> - The isolated-source path reports this as a configuration blocker
after #16545.
> - Shared project repository admission missed that classification and
returned a generic setup failure.
> - This change uses the same blocker at that boundary so recovery names
the required workspace repair.

## Linked Issues or Issue Description

Refs #16545 and #16095. The open retained-reader repair in #16832
addresses deleted identities, a separate condition.

**What happened?**

A task reused a shared project workspace. Another worktree in that
checkout retained a private task that the run could not read. Repository
admission rejected access before provider startup. The run reported
`setup_failed`, and recovery showed a generic no-live-execution notice.

**Expected behavior**

Keep the access denial. Report `configuration_incomplete` with reason
`workspace_source_restricted`. Preserve the workspace and files. Give
the owner the existing workspace repair action. Do not queue an
automatic failure retry or report this expected blocker as an unexpected
Sentry failure.

**Steps to reproduce**

1. Bind a task to a shared project checkout.
2. Add a private task worktree beneath that checkout.
3. Continue the shared task as an agent that cannot read the private
task.
4. Inspect the run result and recovery action.

**Version and deployment**

Reproduced in the full heartbeat service from source revision
`06d4fe3121`, with PostgreSQL and real Git worktrees on macOS. The
provider never starts. The regression also covers the existing
Git-worktree path.

## What Changed

- Apply the existing restricted-source classifier to task repository
admission.
- Extend the heartbeat regression to shared project workspaces.
- Assert one run and one recovery action, no provider start, no
unexpected Sentry report, and preserved binding and files.
- Update the workspace documentation and both capability maps.

## Verification

- Red: the shared project regression returned `setup_failed`; the
Git-worktree control passed.
- Green: the same two cases pass after the change.
- `node scripts/check-maps.mjs` and `git diff --check` passed.
- Current head `e26cdd45da76c6edaa1622856f9c69e9f48b81fb`: 55 successful
checks, one neutral check, two skipped Storybook checks. Greptile 5/5,
no review threads, mergeable.
- All 337 tests passed across `heartbeat-workspace-branch-containment`,
`heartbeat/workspace-preparation`, `run-failure-report`, and
`recovery/stranded-notice`.
- `pnpm -r typecheck` and `pnpm build` passed. All full current-head CI
suites passed in [run
39315969013](https://github.com/paperclipai/paperclip/actions/runs/39315969013).
The duplicate local full Vitest run was stopped after 11 minutes when CI
completed; it has no local full-suite completion claim. The 337 affected
local tests completed successfully.
- Running-app acceptance at `e26cdd45da76c6edaa1622856f9c69e9f48b81fb`:
a synthetic private Git worktree caused the shared task to stop with the
visible Workspace source restricted notice and no process start. The
normal workspace API selected a separate task directory. Resolving the
recovery action resumed the same assignee. A real process fixture
completed, the output persisted after reload, and both source files
remained intact. Checkout and execution locks cleared. There were no
automatic failure retries.
- The first recovered process wrote its report to the command cwd. This
was a fixture output-path mistake. The corrected fixture reads the
selected workspace from the authenticated API before writing. One
explicit additional admission verified that output. The record retains
both successful process runs and the earlier configuration-blocked run.
This is local process-adapter acceptance, not live Codex/provider
qualification.
- Staging diagnosis confirmed a retained private source and failure
before provider startup. The original task has not been recovered. The
deployed UI hides its workspace selector, and no authenticated
task-write API is available in this session. No live Codex recovery is
claimed.

## Risks

The same exact 403 denial is now a configuration blocker during shared
repository admission. Other failures retain their original type. Access
policy, cloning, credentials, provider execution, and workspace contents
do not change. An existing task still requires a permitted workspace
repair before it can run.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The exact deployment 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>
2026-10-19 16:03:16 -05:00
DottaandPaperclip ac9459bae3 feat: configure company agent observability (#16874)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Companies use several agent harnesses and execution environments.
> - Operators need one place to select where native agent logs and
traces go.
> - An inference proxy would add a dependency to the agent request path.
> - This pull request supplies native OpenTelemetry settings to managed
Codex and Claude Code processes.
> - Company secrets protect destination credentials. Export failure does
not change the task result.

## Linked Issues or Issue Description

**Subsystem affected**

Company settings, shared contracts, database, server, adapters, and
runner.

**Problem or motivation**

An operator cannot configure a company destination for native agent logs
and traces. Manual harness configuration is hard to apply across local
and remote execution.

**Proposed solution**

Add one company destination: Braintrust or a custom OTLP HTTP/protobuf
endpoint. Apply a transient snapshot when execution preparation starts.
Keep credentials out of API reads, task environment manifests, recovery
files, and command arguments. Replace a warm process when its export
settings change and preserve its conversation.

**Alternatives considered**

Multiple destinations can use a user-operated collector for fan-out.
This change does not add a collector, an inference proxy, or transcript
scraping.

**Roadmap alignment**

This extends company settings, secret management, and support for
multiple harnesses. The maintainer requested this implementation.
Searches for observability and Braintrust found no duplicate company
destination feature. Related infrastructure tracing work in #16236 has a
separate content-free contract.

## What Changed

- Add strict schemas, revision checks, encrypted secret storage,
activity records, and board-only settings routes.
- Add explicit synthetic logs and traces tests with a bounded HTTP
request and sanitized results.
- Supply native Codex configuration and Claude Code environment values
through local and remote launch paths.
- Preserve Codex login refresh through the existing managed credential
link. Retain unsaved drafts across background reads. Require complete
custom header re-entry when the endpoint origin changes.
- Separate process export compatibility from conversation identity.
Isolate generated Codex configuration and preserve resumable sessions,
including remote home refresh after export changes.
- Advance the immutable Pi/Copilot source attestations for shared
environment and sidecar code changes. Keep their provider payloads
unchanged and retain prior identities for decoding.
- Redact destination credentials throughout launch diagnostics and HTTP
logs.
- Add the production settings form, Storybook states and journey,
documentation, and feature/access map entries.

## Verification

- Real managed local Codex 0.160.0 and Claude Code 2.1.286 tasks
exported to Braintrust. API readback and the Braintrust UI showed the
test records. A real remote Daytona Codex task exported through the
legacy `exec` path.
- Live tests exercised content capture off, export disabled, warm
conversation reuse, and a destination that accepted connections but
never replied. Agent work succeeded and export requests stopped at the
configured three-second timeout. The UI connection test returned “Test
payload accepted”; the saved API key stayed masked after reload.
- All current-head CI test lanes, typechecks, packaging/build checks,
and required aggregates passed on
`71e994b2be9c8fb6d6e938a4ad7cf4c95fdafe31` ([CI
run](https://github.com/paperclipai/paperclip/actions/runs/39319194318)).
Greptile completed on that exact commit at 5/5, with zero unresolved
review threads. The additional optional Paperclip Review check remains
queued waiting for its assigned agent.
- Local workspace typecheck and build passed. Focused verification
included 239 combined runner tests, 789 API/native-session tests, 107
Codex home/ACP/sandbox-site tests, 204 feature/privacy tests, and the
affected Rust suites. Migration, token, map, Storybook catalog, and
Storybook build checks passed during acceptance. These checks ran at the
relevant implementation or merge boundary; the current-head CI is the
complete final gate.
- Managed AI credential projections now receive enabled and disabled
company export settings; genuine caller-owned Codex homes remain
untouched. Two regressions reproduced the skip before the repair. All
276 engine/lifecycle tests and adapter-utils typecheck pass afterward.
The launched TOML retains provider/MCP settings, credential continuity,
and redaction.
- Settings saves, removal, and the real company-deletion owner acquire
secret mutation ownership before database locks. PostgreSQL NOWAIT
probes cover all three paths; concurrent save/rotation/removal/deletion
requests settle correctly. The affected suites passed 137 tests,
followed by all 32 service/connection cases after expanded deletion
coverage. Server and Codex adapter typechecks pass.
- Codex source profiles use the effective CLI argument list. A spawned
fixture CLI reproduced both ignored-argument failures; all three
precedence/fallback cases now pass.
- Real tar staging reproduced remote conversation loss in both API-key
and subscription modes before the repair. Both now pass: changing
managed settings preserves sessions, archives, native indexes, and
refreshed subscription credentials. A corrupt upload preserves the prior
config and conversation.
- Preserved failure evidence: initial CI caught stale Pi/Copilot source
attestations, a missing test-harness helper, and packaging fixture/probe
mismatches; those were corrected and covered by focused checks.
Superseded heads had intermittent attachment-composer timeouts despite
successful uploads; [the original trace and screenshot remain
available](https://github.com/paperclipai/paperclip/actions/runs/39309701089/artifacts/12215109203).
The same attachment case passed on the final head: [25/25 tests in shard
3](https://github.com/paperclipai/paperclip/actions/runs/39319194318/job/118288637051).
- A connection-fault fixture also exposed a stale pooled socket after
its hang case; closing fixture responses isolated scenarios and the full
affected suite passed.
- The broad local test run was not clean: database resource failures,
timeouts, an older cached module graph, and a stale optional-resource
manifest assumption were recorded. Focused checks passed after the
documented fixes. This does not establish a clean full local pass.
- Native remote Codex, remote Claude, and the full ACPX Codex bridge
remain unqualified. The direct Codex resume test does not establish full
bridge acceptance.

## Risks

- Native exporters perform network requests from each execution
environment. A server connection test does not prove remote
reachability.
- Prompts, assistant responses, and tool content are enabled by default
when supported. Native caps and harness-specific controls still apply.
- Caller-owned Codex homes are unsupported for automatic configuration
and remain untouched.
- Native harnesses and their tool processes can inspect export
credentials. The settings form and documentation advise using
ingestion-scoped credentials. Retained headers remain bound to their
saved scheme, host, and port; changing origin requires fresh values or
removal.
- Migration 0357 adds a company-scoped row and secret reference. It is
safe to reapply. Secret removal and company deletion use the existing
secret lifecycle.
- Slow or unavailable destinations must not block task settlement.
Export settings take effect at the next execution preparation boundary.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, code execution, and
browser verification. The exact serving model ID and context window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 15:36:04 -05:00
DottaandPaperclip 8a3d2cb04f fix(recovery): avoid recursive holds for undispatched waits (#16894)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Queue admission must stop work while a previous execution needs
recovery.
> - The final dispatch gate can cancel a queued run before it starts.
> - Legacy recovery treats this known wait as an unknown provider
outcome and creates another hold.
> - The extra hold can survive repair of the original execution and
leave saved messages stuck.
> - This pull request uses one database proof to prevent the extra
incident and recognize old false holds.
> - Saved input can then pass through normal admission with the original
work and safety gates intact.

## Linked Issues or Issue Description

Refs #15483.

**What happened?**

The dispatcher writes an `execution_reconciliation_required`
cancellation when an existing recovery hold denies a queued run. No
runtime is selected and no provider starts. Legacy recovery later
creates a `legacy_execution_requires_reconciliation` action for that
cancelled admission. Its settled `replay: blocked` record remains an
effective hold after the real source recovery finishes. The task has
saved messages but no eligible Retry or Continue action.

**Expected behavior**

A verified admission denial stays a wait. It must not create another
provider-outcome incident. Existing false incidents must stop blocking
after the server verifies their recorded source. Real execution,
uncertain outcomes and file recovery stay held. The harness determines
these infrastructure facts; the user does not certify them in a form.

**Steps to reproduce**

1. Persist a queued-run gate cancellation with its task-bound
`executionWait` receipt and no execution authority or resource evidence.
2. Run legacy reconciliation. On the old code, it creates a second
incident.
3. Persist the old incident as resolved with replay blocked, then clear
the original source hold.
4. Restart queue recovery with saved user messages. On the old code, no
successor is admitted.

Related work: #15965 covers other pre-start dispatch cancellations but
explicitly excludes this existing-hold code and leaves historical holds
unchanged. #16634 covers stale-cancel classification and queue drain,
without re-evaluating historical effective holds. #15383 covers an
operator Stop during conversation startup. This change addresses the
existing-hold receipt and its persisted false incident; it does not copy
those broader changes.

## What Changed

- Add one database proof for a legacy admission denied by an existing
execution hold. Require the exact dispatcher receipt, matching task
identity, no runtime or process claim, no lease or finalization
coordinator, and no execution events.
- Use the proof before legacy recovery creates an incident and when it
computes effective historical holds. Keep the old audit rows.
- Preserve source file obligations and the original recovery action.
Keep the normal queue, pause, ownership, company and budget checks.
- Add real PostgreSQL regressions for incident prevention, old state,
concurrent queue recovery, message order, conflicting evidence and scope
boundaries.
- Update the execution contract and both recovery maps.

## Verification

- Red: the regression on unfixed source fails on incident
classification, historical hold projection and actual periodic
saved-message admission. The other 24 safety cases pass.
- Green: all 27 new database cases pass. Two safety assertions were
aligned with the existing contract: daily limits stop dispatch after
queue promotion; a human comment can intentionally reopen a terminal
task. The final regression checks the real daily dispatch gate and agent
pause.
- Existing `explicit-native-continuation.test.ts`: 255 tests pass.
Existing legacy recovery and PostgreSQL dispatcher suites: 61 tests
pass.
- `pnpm -r typecheck`, `pnpm build`, `node scripts/check-maps.mjs` and
`git diff --check` pass.
- GitHub PR CI run `39313204660` passed on
`ef6009e656b7c9b4c788480dce322874565960ac`. All 54 successful check-runs
and the Snyk status are green. Two optional Storybook checks were
skipped. The independent Paperclip Review completed with a neutral check
and a 5/5 assessment with no findings. Greptile also reports 5/5 on the
same commit. There are no unresolved review threads.
- `pnpm test:run` is still running locally. Its overall result is
pending; no full local suite pass is claimed. The exact-head GitHub CI
suite passed.
- A read-only probe of an affected hosted task verifies the same
database proof and projects no false blocker with the working source. No
live rows were changed. Deployment and a real resumed provider run
remain unverified.

## Risks

- An incorrect exclusion could admit work with uncertain effects. The
proof fails closed on missing receipts, source mismatches,
runtime/process ownership, any retained lease, coordinator, execution
event or file obligation. Real upstream file recovery remains blocking
in the regression.
- The effective-hold query adds indexed existence checks scoped to the
recorded run and company. It makes no provider calls and performs no
database repair writes.
- Historical audit records keep their recorded outcome. Only their
effective blocking status changes when the server can prove the
admission never ran.
- No schema, permission, credential or UI form changes are included.
Live recovery still needs verification after rollout.

## Model Used

OpenAI Codex, model ID `gpt-6.1-sol`, with reasoning, tool use and code
execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 15:26:39 -05:00
Nicky LeachandPaperclip 313fb265db feat(plugins): invalidate runtimes when connector access changes (#16605)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Runtime preparation depends on access and credential state as well
as tool definitions.
> - Grant, membership, secret, and endpoint changes need committed
invalidation.
> - Their writers must acquire locks before journal fanout can lock
agent rows.
> - This pull request adds access hooks with the corresponding
transaction guards.
> - Plugins can refresh preparation immediately while task-time
authorization remains authoritative.

## Linked Issues or Issue Description

**What happened?**

Grant changes, credential rotation and revocation, company access
changes, and connector endpoint configuration do not request runtime
synchronization. Journal fanout exposes lock inversions between
credential persistence, access cleanup, and connection assignment
writers.

**Expected behavior**

Committed access changes request runtime preparation without polling or
credential values in the journal. Agent-specific secret bindings and new
personal delegations affect their target agent. Company access changes
remain conservative. Provider bookkeeping does not create preparation
work.

**Steps to reproduce**

1. Change an audience, delegation, membership permission, referenced
credential, vault configuration, or endpoint instruction.
2. Expect a committed runtime event in the correct company and scope.
3. Run reconnect, credential refresh, SSH setup, or membership cleanup
concurrently with related writes.
4. Expect both operations to preserve access checks and finish without a
lock-order cycle.

**Additional context**

Final feature extraction from #16503. The earlier slices, #16604, and
the separate delivery-test correction #16871 are merged. This PR is now
the active change against master. The rebase preserves the merged
assignment and definition recipient rules, Unicode selector semantics,
and profile/reference transaction guards.

## What Changed

- Add migration 0356 for grants, audiences, delegation,
membership/permissions, secret bindings, referenced credentials and
vaults, and chat/email endpoint configuration.
- Keep events content-free. Ignore health, delivery, publication, Vercel
verification, and GitHub webhook bookkeeping while retaining credential
and repository-access changes.
- Target agent secret bindings and all personal delegation changes to
their old and new target agents. Coalesce delegation changes per
transaction.
- Lock existing grants before connections and credential persistence in
OAuth and cleanup writers.
- Reject superseded refresh leases before rotating stored credentials.
Ignore lease acquisition and release when access metadata is unchanged.
- Serialize audience replacement, validate membership, and preserve
unchanged audiences.
- Lock membership before permission-only saves and grant before Railway
SSH setup. Individual delegation revocation locks its grant and target.
Whole-grant and membership cleanup lock company recipients before
deleting scoped delegations.
- Lock grants and connection inputs before static-key reconnect writes.
Lock company agents before cascading secret deletion; use a nonblocking
secret lock and bounded retries to avoid a new cycle with credential
writers.
- Add PostgreSQL concurrency coverage for access writers and endpoint
publication/configuration behavior.
- Preserve the owner lock for plugin instance-secret removal; these
secrets cannot use ordinary bindings.
- Align Slack search refresh, callbacks, and disconnect with
grant-before-connection locking. Recheck newly discovered grants without
waiting before provider work.
- Retry complete membership transactions when a credential deletion
candidate is busy. Cover all four cleanup entry points and process
company access in ID order.
- Document final invalidation coverage and task-time authorization
boundaries.

## Verification

- Current head: `78aace55bef7f52bc5742b131e0b3961eb5c0f11`. All 1,061
tests across 23 affected suites pass. The named Slack authorization
integration scenario also passes; it exercises authorization, refresh,
disconnect, and rejection of a late callback. Server/database
typechecks, migration safety and numbering, five-snapshot retention,
feature maps, and diff checks pass. The complete PR diff was reviewed
for secrets and personal data before push. Final acceptance: [CI run
39308303837, attempt
2](https://github.com/paperclipai/paperclip/actions/runs/39308303837) is
green, with 55 successful checks and two optional Storybook skips. The
current-head Greptile reassessment returned **Apex 5/5** at 19:16 UTC on
2026-10-19. Its full summary reports no actionable issues. Security
passed, all threads are resolved, and GitHub reports no merge conflicts.
The reassessment was requested as a standard review after the fixes;
Greptile retained the Apex tier.
- On this head, [CI run
39308303837](https://github.com/paperclipai/paperclip/actions/runs/39308303837)
failed the unchanged adapter-utils HTTP/2 fixture with `EADDRINUSE`
before READY. Its closed probe left a port handoff race. That test and
its gateway are byte-identical on master. No upstream fix was found. The
deterministic fixture correction is isolated in #16888; no adapter test
changes are included here. The failed jobs recovered on retry without a
feature source change. The original failure remains documented here, and
#16888 carries the fixture correction separately. That retry
demonstrates recovery; the held-probe negative control establishes the
port handoff race.
- Rebased onto master `194fc11406`, including merged #16604 and #16871.
Replayed only the access-hook commit. Resolved OAuth, test, and
documentation conflicts while retaining both sets of tests. Migration
0356 preserves the merged assignment/definition recipient rules, Unicode
selector semantics, and profile/reference guards.
- Apex returned 3/5 on `0fb65bc27`. Negative controls reproduce its
Slack delegation and member-cleanup deadlocks (`40P01`) and unwanted
Vercel/GitHub bookkeeping events. Slack grant writers now take their
locks before the connection. A separate late-grant control reproduces
`40P01` without the post-lock recheck; the complete guard passes. All
four membership cleanup commands retry from a fresh transaction when the
credential is busy. Tests verify successful cleanup and no journal rows
from failed attempts. Credential IDs and repository-access changes still
notify runtimes.
- Earlier review corrections remain covered: static-key reconnect and
cascading secret removal each reproduce `40P01` without their guards.
Grant lease acquisition/release is ignored. Secret removal releases
agent locks when a credential writer is busy. Instance-secret removal
retains the owner lock and passes its public plugin API contention
regression. Delegation updates and revocations target old/new agents;
unrelated-peer, coalescing, unchanged-update, and rollback cases pass.
Three negative controls verify the required whole-grant and membership
cleanup guards after narrowing delegation scope.
- Preserve prior acceptance failures: the first rebased 20-suite run
passed 1,025/1,026; its only failure was a draft uninstall fixture
blocking a random peer. Blocking the assigned agent corrected that
assumption, and all 44 access/assignment tests passed. Later, all 1,044
tests across 21 suites, [CI run
39302185527](https://github.com/paperclipai/paperclip/actions/runs/39302185527),
standard Greptile 5/5, and security passed on `0fb65bc27`. That did not
clear the later Apex findings described above. Draft run 38975428081
failed a server shard; its cause was not re-investigated. A later green
run does not establish that earlier cause.
- Local fixture corrections are recorded separately from product
failures: an assignment filename filter initially matched no file; the
actual suite was included in full runs. A delegation fixture omitted its
required creator, and a guard run omitted a query import. The new
global-access cleanup fixture now uses its own user to avoid earlier
fixtures' memberships. All were corrected before publishing their final
iterations.
- Local checks target affected services and real PostgreSQL boundaries.
A full local build and repository-wide test run were not performed.
Hosted CI supplies broader verification. Provider responses in tests are
controlled; live provider behavior was not qualified.

## Risks

Migration 0356 adds triggers without changing table schema. Apply it
through the normal migration flow. Most access changes retain
synchronous company-wide invalidation. Company fanout takes O(eligible
company agents) locks and journal rows, without a fanout ceiling or
mutation quota. Agent secret bindings and individual delegation changes
retain narrower recipients. Events contain no credentials.

Physical removal of non-instance secrets takes ordered locks on all
company agents before cascading into bindings. This costs O(company
agents) locks even for an otherwise unreferenced secret. Instance
secrets cannot use ordinary bindings and retain their owner lock. A busy
secret lock releases the transaction guards and retries up to three
times. Continued contention returns a retryable conflict. Provider
deletion stays outside that transaction; a retry resumes removal of an
already disabled secret.

Membership cleanup uses nonblocking credential guards and retries the
full membership transaction. Slack search adds two grant queries, scoped
to the subject and connection. Its retries occur before provider work or
credential persistence. Each retry loop is limited to three attempts.
Invalidation requests preparation; task-time authorization and provider
session activation remain authoritative. Provider calls use fixtures; no
live provider qualification is claimed.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection, code
execution, and testing. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 12:49:11 -07:00
DottaandPaperclip e6dcd1e8e9 feat: add Commentary to Audit with filters and shareable messages (#16884)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can submit suggestions and complaints while they work.
> - Operators currently need database access to read those messages.
> - That makes it hard to find feedback from one agent or share a
specific message.
> - This pull request adds a standard Commentary tab in Audit.
> - Operators can filter messages, browse 50 at a time, and share links
to full message dialogs.

## Linked Issues or Issue Description

Refs #15367, which added feedback storage and agent submission. The
duplicate search found no open PR for a commentary reader.

**Subsystem affected**

Server, shared API contracts, and the board UI.

**Problem or motivation**

Agent suggestions and complaints are stored but have no board reader.
Operators must query the database to inspect feedback.

**Proposed solution**

Add Commentary to Audit without an experimental toggle. Show previews,
agent and message-type filters, text search, and 50-message pages.
Opening a row updates the URL. A copied URL opens the full message with
its agent, task, and run context.

**Alternatives considered**

Direct database queries remain useful for operators, but do not provide
a normal product workflow. An experimental setting would add setup to a
read-only audit page.

**Roadmap alignment**

This completes the operator view for the existing feedback feature. It
supports human oversight and does not change agent execution or task
ownership.

## What Changed

- Add company-scoped, board-only list and detail endpoints with audit
permission and source-task privacy checks.
- Return bounded previews and counts. Fetch full bodies only when a
message opens.
- Add the Commentary tab, search, filters, 50-row pagination, and
URL-based selection. Audit tab destinations work in both layouts, with a
classic sidebar entry for Commentary.
- Add production Storybook examples for populated, filtered, linked,
long, paginated, empty, loading, failed, denied, mobile, and light
states.
- Update API documentation and the feature and agent access maps.

## Verification

- Final head `abc4a251c14cfbfec007542214beec528f2b18bf`: 55 checks pass;
two conditional Storybook checks are skipped. The PR workflow is
successful. Greptile is 5/5 with all findings resolved.
- Focused database, HTTP, submission, OpenAPI, and UI regression tests
cover company isolation, task privacy, filter bounds, 50-row pagination,
and copied message links.
- Browser Storybook journeys cover row opening, direct links, combined
filters, search, and pagination. Storybook uses synthetic API fixtures;
database authorization is tested separately.
- Token gates, feature maps, and Storybook catalog validation pass.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm build-storybook` pass on
the rebased branch. All 80 focused tests and all 37 Audit tests pass,
including the real App route table in both layouts, task
grant/revocation through HTTP, deleted-task privacy, and URL UI
regressions. The full suite passes in the parallel PR CI matrix. The
local serial full-suite run was stopped before completion after checking
the recorded 94-minute serial duration. Local focused tests, workspace
typecheck, production build, and final server/UI checks pass.
- The linked-message Storybook test initially asserted against the
loading dialog. It now waits for the message body; both direct-link and
row-open journeys pass.
- Native and legacy deleted-task privacy regressions failed before the
fix and pass afterward. The reader checks the run task binding after the
task foreign key clears.
- A rapid search-then-agent-filter browser regression reproduced the
search overwriting the selected agent. The pending search now restarts
when URL filters change. The same browser test passes with both filters
applied.
- CI found two existing AuditHub assertions that still expected five
tabs. They now assert the six-tab model and selected-company Commentary
rendering. All 37 Audit tests pass. All other test and build jobs passed
before this test-only correction.

- The [agent-chat attachment browser
test](https://github.com/paperclipai/paperclip/actions/runs/39307881171/job/118250189664)
timed out waiting for an attachment preview. The [same shard passed on
the prior
head](https://github.com/paperclipai/paperclip/actions/runs/39306658703/job/118245498343)
with identical application code; the intervening change only updates
AuditHub unit tests. The single retry passed on the same head. The
precise cause of the earlier failure remains unconfirmed.

## Risks

- Commentary may contain sensitive task context. The reader requires
board access and audit permission, and filters source-task visibility
before returning previews, counts, or full bodies.
- Text search scans stored message bodies. Pages are bounded and full
bodies are fetched on demand.
- Offset pagination can shift if new messages arrive while paging.
Ordering uses timestamp and ID for stable ties.
- No database migration or agent submission behavior changes are
required.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, tool use, browser
interaction, and code execution. The exact backend model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 14:21:13 -05:00
DottaandPaperclip 8193abb936 feat(claude): default qualified macOS and Linux targets to Paperclip Runner (#15997)
## Thinking Path

> - Paperclip must run the selected agent on its selected host.
> - Claude needs verified packages for each supported target.
> - A Mac controller must select the correct Linux provider pack.
> - New defaults must follow package and execution evidence.
> - This PR adds Claude platform packaging and target-specific pack
selection.
> - Existing Codex Linux ARM64 behavior remains intact.

## Linked Issues or Issue Description

Refs #15683. This PR depends on #15993 and #15994. Related scope: #15422
and #15224.

## What Changed

- Reuse the merged four-target daemon producer/consumer matrix. Add
target-owned Linux provider packs and carry their immutable identities
through release assembly and vendoring.
- Reuse master’s landed pinned Claude SDK ARM64 executable admission and
retain package-integrity, architecture and no-follow admission.
- Select target-specific remote packs so Mac controllers can use Linux
hosts without a development pack override.
- Preserve read-only runtime context on SSH startup and resume without
accepting unverified old content.
- Check ordinary installed Claude readiness without injected package
authority. Retain Codex and Linux x64 consumer checks.
- Extend Claude automatic target selection for the remaining qualified
package targets. Retain unsupported-platform and external-override
behavior.
- Qualify managed Daytona snapshot names through provider IDs during
Claude Connect. Pin native acquisition to the measured ID. Preserve a
revocation marker after failed probes or target edits, and block native
acquisition until requalification instead of falling back to a mutable
name. Preserve immutable-image proof, company and account boundaries,
and Legacy acquisition.

## Verification

- Reconciled with master `9179d8dcc3e908c217fde4f63c9d08ccf8132eeb`
through the prerequisite stack, retaining the merged startup fix and
latest Codex Linux ARM64 behavior.
- [Four-target exact-source package
qualification](https://github.com/paperclipai/paperclip/actions/runs/39267321383)
passed on source `04e0202ca81387b17cbe7fd094a8338648356fe9`: all four
native builds, public-package assembly, Linux x64 verification and clean
installed consumers on Apple Silicon, Intel Mac and Linux ARM64. The
later master reconciliation adds shared OpenRouter attribution and
changes runtime source. This historical result keeps its original source
identity; [later
qualification](https://github.com/paperclipai/paperclip/actions/runs/39281100929)
passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. It predates the
subsequent TypeScript startup fix.
- Fresh local product acceptance on integrated source
`b2c9fe43f9cd3bc5dd9d22552da0148845ba71a4` completed a useful file and
follow-up through native Claude/Opus 5.5, High effort and the API-key
connection. Both actual browser downloads were independently checked;
the revision preserves the original body and session continuity. Total
task estimates: $0.518432800. Ordinary web and API creation saved
defaults with the native experiment disabled.
- Local focused verification passed 993 startup/session tests, 243 UI
tests, 12 workflow security tests, direct server/UI TypeScript checks,
and token/palette gates before the last review changes. Initial
DB-backed snapshot pin/revocation coverage passed 18 cases; the final
serial route suites pass 122 credential/permission and 232
snapshot/environment cases after correcting a test hook timeout.
Current-head cloud suites pass.
- Preserved the failed pre-provider local fixture and its full pending
reservation. The successful fixture has no unpriced or pending usage.
Historical failed Cloud journeys, accounting holds, source identities
and subscription limitations remain in the dated plan.
- All Docker/Rust release production was performed in cloud CI. No local
Docker image was built. An inadvertently invoked local Rust prerequisite
was stopped.
- Current-head cloud CI is green. All three stack PRs have fresh
Greptile 5/5 reviews and zero unresolved review threads. Required
typecheck, test and build gates ran in cloud CI; Docker work stayed
remote. Earlier failed checks remain in their original runs.

- The final master merge preserves task-loading, permission,
skill-retention and OpenRouter changes. Pi uses a fresh combined profile
27, preserving both historical profile-24 declarations; Copilot remains
profile 22. Focused protocol checks passed 155 cases (one skipped), the
updated Pi attestation check passed 18 (one skipped), and 91
evaluation/catalog checks passed.

- Latest-application manual continuation passed in 37.942 seconds on
`695e5c005a85bddc8711d3fcddcaf6b7e1fb64d0`, with High effort, native
Opus 5.5, Anthropic API attribution, the same resumed Claude session, an
independently checked 635-byte file and persisted Done status. It uses
the earlier verified Mac daemon; the preceding-source package
qualification passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. That
package run predates the small TypeScript startup fix and is not
relabeled as qualification for it.
- Upgrade limitation: changed compiled sidecar identity rejected old
durable launch state and recovery hit session-open bounds before
eventually resuming. That attempt was operator-cancelled and retained;
the successful manual continuation does not qualify seamless upgrades.

- Local latency profile, Opus 5.5/High unchanged: three alternating
real-ACP loopback samples per variant reduce median provider-ready time
from 5.081s to 4.034s. The matched real API task startup improves from
5.533s to 4.348s, but total reply time changes from 17.933s to 20.221s
because agent work varies. This establishes a startup saving of about
one second, not a consistent total-reply speedup. A real candidate
follow-up passed in 20.146s and resumed the same saved session. The
loopback fixture makes no external model requests; failed initial probes
remain retained.
- The startup change passes 107 focused runtime/effort/lease tests, 53
profile checks (one skipped), TypeScript checking and the
TypeScript-only runtime build. Native hire fixture checks pass 70 tests;
their first local run retained a socket-hangup failure and stale
OpenCode expectation, both accounted for before the passing rerun.
Broader required checks run in cloud CI.

## Risks

- **Experience needs improvement:** successful connection setup still
shows “Connection needs attention” because runtime checks are deferred.
Cold provider-pack upload took 122–126 seconds per run while the task
mainly showed “Thinking.” The tested Core-only preview excludes private
Cloud UI plugins; this is not full Cloud distribution or subscription
qualification. Desktop dark theme was tested; mobile and comprehensive
accessibility were not. The portable report validates, but gallery
interaction could not be inspected because host preview was queued.

- The optional supply-chain scan returned neutral/inconclusive because
GitHub Actions package coverage and infrastructure parsing are
unavailable. It is not counted as a successful supply-chain
qualification. Exact package, daemon and image integrity checks passed.
- A stale, missing or wrong-architecture pack must fail admission. It
must not change runner or target silently.
- Provider-pack source changes invalidate affected earlier execution
results. Existing unknown-cost and cleanup holds remain intact.
- Live subscription execution remains unverified under the API-key
qualification direction. Built-in authentication flows are retained.
ARM64 cloud-image production is deferred. Merge and production
deployment remain separate.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 14:17:24 -05:00
DottaandPaperclip 45b67f1d93 feat: default new Apple Silicon Claude agents to Paperclip Runner (#15993)
## Thinking Path

> - Paperclip lets users choose an agent harness and account.
> - The server resolves the runner for new agents.
> - Claude still needs the same ordinary native-default journey as
Codex.
> - Existing agents must retain their runner, model and account.
> - This PR defaults new Apple Silicon Claude agents to Paperclip Runner
with Opus 5.5.
> - Users can connect and work without a runner override.

## Linked Issues or Issue Description

Refs #15683. This PR depends on #15994 and precedes #15997. Related
scope: #15422, #13978 and #15224.

## What Changed

- Resolve new Apple Silicon Claude agents to `paperclip_runner`,
`provider: acpx`, `acpxAgent: claude`. Keep explicit Legacy, models,
provider routing and saved execution.
- Use `claude-opus-5-5` for ordinary Claude defaults and retain explicit
overrides.
- Reuse existing API-key/subscription connections, credential storage
and checks. Generalize the shared Advanced runner control with Claude
branding.
- Carry configured effort into the shared v9 contract. Preserve
compatible permissions, instructions, skills, timeouts and session
behavior. Require Legacy for unsupported settings.
- Qualify a new immutable managed Claude target at explicit Connect
through the existing permission-gated probe. Use fresh scoped discovery
for test and hire. Discard stale results and require an explicit Connect
after settings change.
- Retain merged Codex onboarding recovery, auth preparation,
import/effort corrections and Grok Bot gates.
- Check the Claude first-task wizard's saved default directly. Update
configuration/runtime documentation and exact Opus 5.5 accounting.

- Align hire fixtures with the merged host-environment restriction.
Native agent-authenticated hires cannot inject host env settings; both
creation endpoints verify that no extra agent is saved.

## Verification

- Updated onto master `9179d8dcc3e908c217fde4f63c9d08ccf8132eeb` through
#15994. Native input v9 carries effort while preserving v7 home modes
and v8 Muse. Codex defaults remain unchanged.
- Focused local verification passed 285 server tests, 323 UI tests, 124
setup/registry tests, and two v9 permission-pin transport cases. Direct
server/UI TypeScript checks passed. An initial 30-second hook timeout
was resolved by serial verification with a longer hook budget: all 122
credential/permission cases and 232 snapshot/environment cases pass.
Direct server TypeScript checking also passes.
- Ordinary web creation with the experiment disabled saved native
Claude, Opus 5.5 and High effort without runner/model overrides. The
actual product task and follow-up both succeeded on integrated source
`b2c9fe43f9cd3bc5dd9d22552da0148845ba71a4` with the cloud-built daemon
from `04e0202ca81387b17cbe7fd094a8338648356fe9`. The final master
reconciliation also changes shared runtime source. Historical proof
retains its source identity; a final-source cloud qualification is
running before refreshing the preview daemon.
- Both actual browser downloads were checked: v1 has three sections/six
checkboxes (451 bytes); v2 preserves the original body and adds two
Rollback checks (612 bytes). The original attachment stayed
byte-identical. The follow-up records session resume and the same
provider session. Total estimated API usage: $0.518432800, with no
pending/unpriced usage in the successful fixture.
- Fixed the live-discovered setup incompatibility: native API-key
validation no longer depends on the global Legacy Claude CLI. The
existing provider endpoint verifies the key without a paid prompt;
subscription/custom routing probes remain intact.
- Fixed security review's native-hire credential redirection:
agent-supplied URLs, proxy/launch settings and other host environment
controls are rejected before inheritance. Native credential references
remain supported and partial edits use the saved harness. Added
create/hire/update regression coverage.
- Current-head cloud CI is green. All three stack PRs have fresh
Greptile 5/5 reviews and zero unresolved review threads. Required
typecheck, test and build gates ran in cloud CI; Docker work stayed
remote. Earlier failed checks remain in their original runs.
- Docker and native release builds ran in cloud infrastructure. An
inadvertent local Rust prerequisite was stopped; no local Docker build
was run.

- The final master merge preserves task-loading, permission,
skill-retention and OpenRouter changes. Pi uses a fresh combined profile
27, preserving both historical profile-24 declarations; Copilot remains
profile 22. Focused protocol checks passed 155 cases (one skipped), the
updated Pi attestation check passed 18 (one skipped), and 91
evaluation/catalog checks passed.

- Latest-application manual continuation passed in 37.942 seconds on
`695e5c005a85bddc8711d3fcddcaf6b7e1fb64d0`, with High effort, native
Opus 5.5, Anthropic API attribution, the same resumed Claude session, an
independently checked 635-byte file and persisted Done status. It uses
the earlier verified Mac daemon; the preceding-source package
qualification passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. That
package run predates the small TypeScript startup fix and is not
relabeled as qualification for it.
- Upgrade limitation: changed compiled sidecar identity rejected old
durable launch state and recovery hit session-open bounds before
eventually resuming. That attempt was operator-cancelled and retained;
the successful manual continuation does not qualify seamless upgrades.

- Local latency profile, Opus 5.5/High unchanged: three alternating
real-ACP loopback samples per variant reduce median provider-ready time
from 5.081s to 4.034s. The matched real API task startup improves from
5.533s to 4.348s, but total reply time changes from 17.933s to 20.221s
because agent work varies. This establishes a startup saving of about
one second, not a consistent total-reply speedup. A real candidate
follow-up passed in 20.146s and resumed the same saved session. The
loopback fixture makes no external model requests; failed initial probes
remain retained.
- The startup change passes 107 focused runtime/effort/lease tests, 53
profile checks (one skipped), TypeScript checking and the
TypeScript-only runtime build. Native hire fixture checks pass 70 tests;
their first local run retained a socket-hangup failure and stale
OpenCode expectation, both accounted for before the passing rerun.
Broader required checks run in cloud CI.

## Risks

- Missing packages, authentication rejection, unsupported settings and
unavailable models must fail explicitly. Existing agents retain saved
execution; explicit runner changes use existing revision/session
invalidation.
- Subscription follow-up remains unverified; remaining live acceptance
uses API keys per human steering. Historical accounting holds and the
separate $50 ceiling remain intact.
- The subscription acceptance limit remains explicit for review. No
Claude database migration is introduced.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 13:58:52 -05:00
DottaandPaperclip 9e8a9f28d5 fix(github): recover long publications from durable receipts (#16883)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents publish GitHub reviews through governed tools.
> - GitHub can accept a publication before the caller receives its
result.
> - Exact retries must return the existing publication receipt.
> - The gateway compared a shortened audit hash with a complete request
hash.
> - Long reviews therefore failed the retry check even when their
content was unchanged.
> - This pull request checks the complete saved publication and returns
its current receipt.
> - Agents can confirm their work without another provider write.

## Linked Issues or Issue Description

Refs #16284, which added durable publication recovery. Refs #16275,
which extended the GitHub tool deadline.

**What happened?**

An exact review retry returned an idempotency conflict after GitHub had
published the review. The invocation hash uses an audit preview that
shortens strings to 500 characters and arrays to 50 entries. The gateway
compared that hash with the complete request hash. The earlier retry
tests used short assessments.

**Expected behavior**

An unchanged request returns its durable receipt. Changed content,
changed authority, or a missing publication must not cause another
write.

**Steps to reproduce**

1. Submit a review with a summary and rationale longer than 500
characters.
2. Let publication finish after a short caller deadline.
3. Repeat the exact request. Before this fix, the gateway returns an
idempotency conflict.

**Paperclip version or commit**

Reproduced on master at `c5226daf7a37559ddc007446681717791d80a223`.

## What Changed

- Use the durable publication's complete request check for GitHub
retries. Keep run, agent, task, connection, tool, and current authority
checks.
- Return the saved receipt through normal gateway validation and
bookkeeping. Leave pending provider work to the durable worker.
- Refuse retries without a saved publication. Keep existing invocation
keys and audit previews unchanged.
- Cover long reviews, comments, progress updates, text suffix changes,
nested coverage changes, pending receipts, missing publications, and
revoked access.
- Document the recovery contract and verification recipes.

## Verification

- Red: both long-review receipt cases failed on unchanged production
code with the expected idempotency conflict.
- Green: all 144 GitHub review workflow tests passed on the final
source. This includes long reviews, comments, progress updates, pending
and missing receipts, revoked policy, and the native assigned-tool entry
point.
- Server and workspace typechecks passed. The production build passed.
- Map checks passed. These are structural checks.
- The first broad run found an incorrect new fixture assumption: its
discovery query returned two review tools. The fixture now selects the
exact submission tool. An existing description-edit polling test also
timed out; it passed separately without a production change, then passed
in the complete 144-test rerun. Both earlier failures remain recorded.
- Final commit `7cdcdc3a1ac79cb4ed77510a32d795228e3315e8` passed all 55
CI checks. Two optional Storybook jobs were skipped. [Complete CI
run](https://github.com/paperclipai/paperclip/actions/runs/39304187397).
Greptile is 5/5 on this exact commit, with zero unresolved review
threads.
- The earlier local full-suite attempt was stopped after the fixture
correction. The final local full-suite attempt was stopped after
complete final-head CI passed. No complete local full-suite pass is
claimed; full-suite acceptance uses the current-head CI matrix.
- Provider responses are controlled fixtures. Native assigned-tool
coverage uses the production gateway and disposable PostgreSQL. No live
GitHub fault injection, deployment, or historical task recovery is
claimed.

## Risks

A pending receipt remains pending. It does not complete the task. Caller
retries no longer dispatch provider work; the durable worker retains
that responsibility. A missing durable publication returns a conflict
because the gateway cannot establish the original write's outcome.
Existing approval and revocation checks remain effective. No database
migration or audit hash change is required.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. The session does not expose a more specific serving model ID
or context-window limit.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 13:54:42 -05:00
DottaandPaperclip 95672307f4 feat(runner): carry acknowledged Claude effort through native resume (#15994)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - The native runner must carry each supported agent setting.
> - Claude effort must reach its ACP session before a prompt and after
resume.
> - Installed Claude setup must find the owning server package without a
qualification override.
> - This PR adds those shared contracts and preserves historical
readers.
> - The Claude default change can then use the same runner path.

## Linked Issues or Issue Description

Refs #15683. This prerequisite follows the actual Codex squash
`adb69e8f09852c772d9901ae270e5b2d66e39c77`. Consumers: #15993 and
#15997. Related scope: #15422, #13978 and #15224.

## What Changed

- Add native-input v9 for Claude effort. Preserve v1–v8 readers,
including v7 explicit home modes, v8 Muse, Dot and Grok Bot.
- Preserve prepared task input and constraints through the newer
contracts, including completion-only continuation without wrapping
compact model input again.
- Carry effort through daemon/sidecar admission; require provider
acknowledgment before prompting and after resume.
- Find installed server package authority through the verified canonical
layout. Retain package-integrity, digest, architecture and no-follow
checks.
- Return Claude startup cancellation promptly while retaining unfinished
settings writes and the lifetime lease through cleanup. Preserve merged
Codex close/cleanup behavior.
- Retain both independently authored historical Pi profile-24
declarations. Combined master/Claude source attestations use Pi profile
27; pending Copilot remains profile 22. This does not expand either
provider's qualification boundary.

- Avoid a spare verified executable snapshot when Claude effort control
reuses its initialized provider. Preserve cold-control snapshot renewal
and acknowledged effort.

## Verification

- Reconciled with master `9179d8dcc3e908c217fde4f63c9d08ccf8132eeb`,
retaining its task-loading, progress, skill-retention, permission and
OpenRouter changes.
- Final focused protocol/provider checks passed 155 tests (one skipped),
the updated Pi attestation check passed 18 (one skipped), and 91
evaluation/catalog checks passed. Generated TypeScript/Rust profile
checks and Rust formatting pass. The integrated consumer's
TypeScript-only runtime build also passes.
- Earlier branch checks passed 369 protocol tests (one skipped), 72
catalog checks and TypeScript checks/build; their source identities
remain historical. No Rust compilation or Docker build is needed locally
for this proof.
- Current-head cloud CI is green. All three stack PRs have fresh
Greptile 5/5 reviews and zero unresolved review threads. Required
typecheck, test and build gates ran in cloud CI; Docker work stayed
remote. Earlier failed checks remain in their original runs.
- [Earlier four-target package
qualification](https://github.com/paperclipai/paperclip/actions/runs/39267321383)
passed on source `04e0202ca81387b17cbe7fd094a8338648356fe9`; it is not
relabeled as proof for the final merge. Existing failures and
unknown-cost holds remain preserved.
- Current-head cloud CI is green. All three stack PRs have fresh
Greptile 5/5 reviews and zero unresolved review threads. Required
typecheck, test and build gates ran in cloud CI; Docker work stayed
remote. Earlier failed checks remain in their original runs.

- Latest-application manual continuation passed in 37.942 seconds on
`695e5c005a85bddc8711d3fcddcaf6b7e1fb64d0`, with High effort, native
Opus 5.5, Anthropic API attribution, the same resumed Claude session, an
independently checked 635-byte file and persisted Done status. It uses
the earlier verified Mac daemon; the preceding-source package
qualification passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. That
package run predates the small TypeScript startup fix and is not
relabeled as qualification for it.
- Upgrade limitation: changed compiled sidecar identity rejected old
durable launch state and recovery hit session-open bounds before
eventually resuming. That attempt was operator-cancelled and retained;
the successful manual continuation does not qualify seamless upgrades.

- Local latency profile, Opus 5.5/High unchanged: three alternating
real-ACP loopback samples per variant reduce median provider-ready time
from 5.081s to 4.034s. The matched real API task startup improves from
5.533s to 4.348s, but total reply time changes from 17.933s to 20.221s
because agent work varies. This establishes a startup saving of about
one second, not a consistent total-reply speedup. A real candidate
follow-up passed in 20.146s and resumed the same saved session. The
loopback fixture makes no external model requests; failed initial probes
remain retained.
- The startup change passes 107 focused runtime/effort/lease tests, 53
profile checks (one skipped), TypeScript checking and the
TypeScript-only runtime build. Native hire fixture checks pass 70 tests;
their first local run retained a socket-hangup failure and stale
OpenCode expectation, both accounted for before the passing rerun.
Broader required checks run in cloud CI.

## Risks

- Explicit Claude effort needs a daemon and sidecar that support input
v9. Historical readers stay available; downstream builders and
permission-pin transport checks must also use v9.
- Source-bound profile changes may require reopening older Pi/Copilot
sessions. Copilot remains pending and executable package closures remain
unchanged.
- This prerequisite changes shared runtime behavior; Claude default
selection remains in #15993/#15997. No database migration or Codex
default change is introduced.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 13:31:09 -05:00
DottaandPaperclip c5226daf7a fix(cloud): enable experimental toggles on staging (#16876)
Allow instance admins to change approved experimental feature controls on managed Cloud staging. Preserve production restrictions and managed access and execution policy.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-19 13:04:07 -05:00
Nicky LeachandPaperclip 194fc11406 feat(plugins): invalidate runtimes when tool definitions change (#16604)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Lifecycle plugins must refresh runtime preparation when tool
definitions change.
> - Standing assignments alone do not cover catalogs, profile entries,
or policies.
> - New journal hooks must preserve the order used by setup
finalization.
> - This pull request adds tool-definition invalidation and its required
writer guards.
> - It leaves credentials and provider access changes for the next
independent capability.

## Linked Issues or Issue Description

**What happened?**

Catalog, profile-entry, policy, gateway, and connection-configuration
changes do not request agent runtime synchronization. A new
profile-entry trigger also exposes a deletion/finalization deadlock if
the child row is changed before its parent is locked.

**Expected behavior**

Committed tool-definition changes advance runtime revisions without
polling. Bookkeeping does not. Entry changes and profile replacement use
a consistent parent/reference lock order and commit atomically.

**Steps to reproduce**

1. Change a catalog descriptor, profile entry, policy, or connection
configuration.
2. Expect committed runtime events for the affected agents.
3. Run profile-entry deletion concurrently with setup finalization while
both wait for an agent row.
4. Expect both operations to complete without PostgreSQL deadlock 40P01.

**Additional context**

Extracted from #16503. Catalog publication #16602 and standing
assignments #16603 are merged. This PR is rebased onto master and is the
active review. It addresses the original Apex profile-entry deletion
finding. Credential/access hooks #16605 remain a draft without review
requests.

## What Changed

- Add migration 0355 for application/connection configuration, catalog,
profile-entry, policy, and MCP gateway invalidation.
- Preserve transaction coalescing and ignore health bookkeeping and
trust-rule usage counters.
- Keep credential-only fields outside this migration's coverage.
- Preserve merged recipient scoping for bindings and installations.
Profile-entry edits resolve old/new standing profile bindings. Policy
edits resolve old/new agent selectors with their intersection/list
semantics.
- Lock old and new profile-entry references before parent profiles and
child mutations. Recheck the reference set under the parent lock, retry
changed snapshots up to three times, and merge unspecified fields from
the locked profile.
- Make entry add/edit/delete and profile replacement transactional,
including validation and profile reads on the reserved connection.
- Lock policy rows in ID order and change priorities in one statement so
scoped agent locks are ordered across the full set.
- Lock the managed profile before connection removal deletes its entries
in the same transaction.
- Update assignment tests whose old absence assertions are superseded by
expanded configuration coverage.
- Document the supported capability and the remaining credential/access
boundary.

## Verification

- Final head: `809fcb11794bfb12c545af0a2f96ab9bc2b570a2`. It is rebased
onto master with merged #16623. GitHub reports no merge conflicts. [CI
run
39293925136](https://github.com/paperclipai/paperclip/actions/runs/39293925136)
has 55 successful checks and two optional Storybook skips.
- Standard Greptile returned an independent 5/5. The final Apex review
returned 5/5 on this exact head at 17:47 UTC on 2026-10-19. Its summary
explicitly clears this PR for merge independently of draft #16605. The
security scan passed. All review threads are resolved.
- Two real-PostgreSQL negative controls reproduce `40P01` without the
old-reference guard or the concurrent-snapshot check. Both regression
tests pass with the final correction. Server typecheck, migration safety
and numbering, five-snapshot retention, journal history, feature maps,
and diff checks pass. The actual PR diff was scanned for secrets and
personal data before push.
- The final 15-suite local run passed 821/822 tests. The one failure was
in the unchanged runtime-delivery test: a startup callback changed its
global callback count during an independent transaction. The test-only
correction is isolated in #16871. That PR passes all 17 runtime-hook
tests, server types, hosted CI, and standard Greptile 5/5. Its
notification-disabled control fails at the independent event-delivery
assertion. No changes from #16871 are included here; this feature head
passes hosted CI independently.
- Earlier affected-suite runs passed 814 tests after rebase and 820
tests after recipient and whitespace corrections. Four affected suites
passed 514 tests before the second reference-contention regression was
added. Single-connection tests cover entry add, edit, delete, and
replacement. Validation and profile reads use the reserved transaction
connection.
- Review fixes have negative controls: the old code hangs with a
one-connection pool; parent-lock omissions deadlock entry deletion or
app removal against setup finalization; per-row policy reorder deadlocks
under contention; unscoped triggers journal unrelated peers; default SQL
trimming misses JavaScript whitespace. Corrected cases pass. Selector
tests cover all 25 ECMAScript whitespace characters. Recipient tests
cover repeated edits, old/new targets, ignored bindings, rollback,
coalescing, and company scope. The definition suite now has 28 cases.
- Earlier standard scores that depended on #16605 were not accepted as
independent clearance. The first Apex review returned 4/5 for
replacement versus application deletion. The final correction locks old
and new references, checks the reference set again under the parent
lock, and retries before any mutation. The final independent reviews
clear that correction.
- Preserve prior failures for acceptance: draft run 38975432017 had
failures whose causes were not re-investigated. Run 38990400765 exposed
the unrelated durable-resume watchdog race, fixed in merged #16623. In
run 39287657148, two jobs reported cancellation without a failed-test
summary; the cause remains unknown. Both passed on retry without source
changes. Initial local fixtures and SQL bindings also needed correction:
an internal helper name was replaced with public `archiveConnection`,
unchanged priorities were changed to exercise reorder, a driver
timestamp was bound as ISO text, and a superseded company-fanout
assertion was updated. These recovered checks do not establish a cause
for the unexplained CI failures.
- Local checks target the affected services and real database
boundaries. A full local build and repository-wide test run were not
performed. Hosted CI supplies the broader checks. Provider responses in
tests are controlled; live provider behavior was not qualified.

## Risks

Migration 0355 adds statement triggers without changing table schema.
Apply it through the normal migration flow. A tool-definition event can
advance a runtime revision without changing the bounded assignment
snapshot. Consumers still need authorized readers for definitions.
Credential-only changes, grants, secrets, and endpoints remain for the
access-hook migration. Profile replacement now rolls back as a unit if
any entry fails. Binding and install notifications retain scoped
recipients. Profile-entry changes use standing bindings, and policies
use old/new agent selectors. Unscoped policies, company-bound profiles,
and other conservative definition changes retain synchronous
transaction-atomic company-wide fanout: O(eligible company agents) locks
and journal storage, without a fanout ceiling or mutation quota. This
retains the accepted tradeoff from #16603 for company-wide changes.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository inspection, code
execution, and testing. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 10:56:08 -07:00
DottaandPaperclip 985d3b12b6 fix(runner): explain rejected task monitor arguments (#16868)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use task monitors to resume work after a future check.
> - The runner rejects monitor arguments that fail the tool schema.
> - It returned a generic error with no field or repair guidance.
> - An agent could treat a repairable call as a scheduling outage and
block its task.
> - This pull request adds safe repair guidance and shows the nested
request shape.
> - Agents can correct the call and confirm a saved schedule before they
yield.

## Linked Issues or Issue Description

Refs: #15446, #16686.

**What happened?**

A rejected native `set_task_monitor` call returned `invalid_tool_call`
with only “Paperclip rejected this semantic tool call.” The agent could
not identify the invalid field. A retry could fail again and leave
unfinished work without a scheduled wake.

**Expected behavior**

Reject invalid arguments before any mutation. Give the provider bounded
schema locations and clear repair guidance. A corrected call must save a
monitor and allow one wake without duplicate effects.

**Steps to reproduce**

1. Call `set_task_monitor` with `idempotencyKey`, `nextCheckAt`, and
`notes` at the top level.
2. The schema rejects the call because scheduling fields belong inside
`monitor`.
3. Before this change, the provider received no guidance about the
required shape.

**Paperclip version or commit**

Reproduced against master `35c75b56d4` with a failing Rust regression.

**Deployment mode**

Source checkout. This affects the native runner tool bridge.

## What Changed

- Add monitor-specific repair guidance to the runner's existing safe
schema error path.
- Keep feedback within 512 bytes and omit submitted values and unknown
field names.
- Show the nested monitor request in the production tool description.
Refresh generated contracts and catalog identities.
- Test flat and nested invalid input, private value handling, and
unchanged authorization errors.
- Test rejection, correction with the same key, saved schedule and
audit, receipt replay, and one timer wake with real PostgreSQL and the
native tool authority.
- Update execution documentation and the task verification recipes.

## Verification

- Red/green: the Rust provider error regression failed on master because
monitor repair guidance was absent. It passed after the fix.
- Passed: 29 PostgreSQL monitor and scheduler integration tests. These
use the real tool authority and scheduler, with a no-op process agent
for wake delivery.
- Passed: the native Codex server vertical-slice test. It runs the
rebuilt Runner binary with a fake provider and checks durable results
and session resume.
- Passed: map structure checks, Rust formatting, and `git diff --check`.
- Passed locally: full repository `pnpm -r typecheck`, `pnpm build`, and
all 392 Rust library unit tests.
- Passed on commit `3b667ad24763c1828edd48f56ef7a10766aeb946`: [CI run
39290889768](https://github.com/paperclipai/paperclip/actions/runs/39290889768),
including all server, Runner, serialized, browser, typecheck, build, and
canary gates. Across the PR, 56 checks passed and four conditional
checks were skipped. No check remains pending or failed.
- Greptile: 5/5 on that exact commit. The check concluded success, with
no review comments or unresolved threads.
- The duplicate local `pnpm test:run` attempt did not complete. It was
stopped after the full CI suite passed; it is not counted as a local
full-suite pass.
- The first PostgreSQL attempt could not bind localhost inside the shell
sandbox. It passed with normal localhost access. The first broader Rust
attempt had 37 socket-permission failures and 355 passes; all 392 passed
with localhost access and no code change.
- Live model recovery was not run. Local execution policy did not
authorize an extra acceptance run through the signed-in provider
account. This PR does not include a deployment or recovery of an
existing task.

## Risks

- Error feedback must not reveal submitted values. Tests cover private
values, unknown keys, nested constraints, length bounds, and unchanged
generic authorization errors.
- This changes guidance only. It does not relax the schema, retry calls
automatically, or change scheduling authority.
- A new runner binary and refreshed provider contract must reach the
target instance before agents receive this guidance.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The
exact runtime suffix and context window size are not exposed in this
session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 12:37:28 -05:00
DottaandPaperclip 3e5a9f5afe perf(ui): load recent tasks with bounded summaries (#16851)
Replace passive recent-task detail reads with bounded, authorized summaries. Keep account isolation, stored history, task actions, and live recovery behavior.

Overlap access checks with shell settings and avoid duplicate session and health reads on the first healthy socket opening. Retain domain reconciliation.

Add focused coverage and local performance evidence. Isolate the existing cache capacity test from entry expiry on slow CI runners.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-19 12:13:28 -05:00
DottaandPaperclip 5245959023 fix(github): simplify App reconnection and credential recovery (#16856)
Show clear GitHub connection recovery guidance and reconnect the saved App before requesting replacement credentials. Preserve PEM bytes through paste, upload, and retry, with production-page Storybook and browser regression coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-19 11:47:06 -05:00
DottaandPaperclip d20cb69ce5 fix(heartbeat): preserve active retries when comments arrive (#16855)
## Thinking Path

> - Paperclip manages agents and their work.
> - Heartbeat retries preserve task ownership after a recoverable
failure.
> - The issue read model includes retries that are scheduled, queued, or
running.
> - The human comment route treated every retry in that model as parked
work.
> - A normal status comment could therefore cancel a running
continuation and return its task to Todo.
> - This pull request limits comment supersession to parked retries and
checks that state at the cancellation fence.
> - The agent can keep working when a person adds context. Explicit Stop
and Interrupt remain available.

## Linked Issues or Issue Description

**What happened?**

A Board comment on an in-progress task cancelled its running recovery
continuation. The handler read a live retry from
`getCurrentScheduledRetry` but did not check its status. The
cancellation also forced workspace recovery when copy-back did not
complete.

**Expected behavior**

A comment must preserve queued and running execution. Only a retry that
is still `scheduled_retry` may be superseded. If promotion wins the
race, the comment must keep the task in progress and follow the normal
wake path.

**Steps to reproduce**

1. Let a task retry advance from `scheduled_retry` to `running`.
2. Keep its retry reason and source run identity in the stored row.
3. Post a normal human comment, without an Interrupt request.
4. Observe the old handler cancel the run and move the task to Todo.

**Paperclip version or commit**

Reproduced on master base `9966f31bee`. The staging incident served
`f3cd3f4ea89539b68410841d39ec15a5c626007f`.

**Deployment mode**

Staging server with a remote runner. The defect is in the core comment
and cancellation path.

Refs #16835 and #16843. Those repairs cover runner health and workspace
preservation. This change prevents a normal comment from requesting the
wrong cancellation. Related #9732 promotes human wakes on parked
retries; it does not protect a retry that is already running.

## What Changed

- Check the live retry status in both comment routes: POST comments and
PATCH issue with a comment.
- Add an optional expected-status fence to cancellation. A concurrent
promotion or terminal outcome returns a no-op result.
- Make due-retry promotion honor a cancellation claim under its issue
and run row locks. A scheduler cannot promote work after cancellation
has won.
- Finish persisted cancellations of parked retries through the existing
startup and periodic recovery sweep. Preserve their original request and
retry a failed settlement without starting provider work.
- Keep the task active when guarded cancellation does not win. Do not
record a cancellation that did not occur.
- Add route regressions, real PostgreSQL race tests, and pending-retry
and explicit Stop safety coverage.
- Exercise both normal HTTP comment routes with real services, stored
Board membership, PostgreSQL, and a live child process. Assert that the
process can still perform work, the task keeps its original execution,
and no second executor starts.
- Document the comment supersession contract and update the task
feature/access maps with the local regression coverage and deployed
acceptance recipe.

## Verification

- Before the fix, all four POST/PATCH regressions cancelled queued or
running work.
- Before the fix, the real PostgreSQL race test cancelled a retry that
became running after lookup.
- The comment-route suite passes **103 tests**. The final dispatch,
cancellation, restart recovery and HTTP/live-process suites pass **119
tests**, for **222 affected tests** across these runs. They cover
comment delivery, both sides of the promotion race, concurrent terminal
outcomes, pending retries, explicit Stop, and a live process that can
continue work.
- Command: `node node_modules/vitest/vitest.mjs run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/services/heartbeat/run-control.test.ts`.
- The normal HTTP/live-process acceptance suite passes all **14 tests**,
including both comment endpoints with stored Board membership and
deterministic wakeup teardown.
- Review exposed a second race after the cancellation claim. Its new
PostgreSQL test failed before the dispatch guard with `promoted` and
passes afterward with `not_promoted`, followed by completed
cancellation.
- A real PostgreSQL constraint interrupts the terminal cancellation
write after its intent commits. The assembled recovery service failed to
settle that row before the repair. Afterward a fresh service settles it,
clears its task lock, cancels its saved wake, preserves the original
request and leaves unrelated parked retries alone. A repeated database
failure preserves the intent for a later successful sweep; a second
successful sweep adds no duplicate event.
- Full `pnpm -r typecheck` and `pnpm build` pass. Server typecheck and
build pass again after the final server-only review fix. A local
full-suite attempt started on `f8773bf` did not return an overall
result; its log is preserved and no local full-suite pass is claimed.
The new recovery change passes the focused suites and fresh server
typecheck/build. Latest-head CI on
`8f928adee67c089e1ac405d2ad3b169eedb8da27` is green: the full PR
workflow and commitperclip review passed; only the two optional
Storybook jobs skipped.
- Greptile reviewed final head
`8f928adee67c089e1ac405d2ad3b169eedb8da27` at **5/5**, with no
unresolved findings. All actual latest-head CI checks passed; the two
optional Storybook jobs skipped.
- `node scripts/check-maps.mjs` passes after the map updates (34 areas,
172 capability IDs); it checks structure only.
- Fixed-revision staging acceptance is pending deployment. The original
workspace remains held and its latest source checkpoint is backed up and
verified.

## Risks

- A promoted retry must keep its execution and ownership when a comment
arrives. The database status predicate and route no-op handling enforce
this at the race boundary.
- A cancellation intent must prevent promotion without leaving work
parked forever after a restart. The recovery sweep consumes at most 20
such intents per pass through guarded cancellation, and a failed
settlement keeps its intent for retry.
- A parked retry must still accept fresh instructions. Its existing
cancellation and wake behavior remains covered.
- Ordinary Stop and Interrupt calls omit the expected-status option.
Their cancellation authority is unchanged and remains covered by the
run-control suite.
- No schema migration or API request contract changes are required.

## Model Used

OpenAI `gpt-6.1-sol` in Codex, with extra-high reasoning, tool use, and
code execution. The session does not expose its context-window limit.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 11:34:27 -05:00
DottaandPaperclip 2cbca4ceb0 fix: retain channel tools across task continuations (#16806)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat channels give an agent tools for its assigned task.
> - Each later run must resolve the task and its accepted requester
again.
> - Some native runs store the task in a database column without the
older JSON fields.
> - Tool discovery read only the JSON fields. GitHub calls also required
a new inbound comment.
> - This pull request uses the durable task binding and accepted request
history.
> - Later runs retain their channel tools while current access checks
still apply.

## Linked Issues or Issue Description

**What happened?**

A GitHub task can find `begin_review` on its first run, then receive an
empty tool list on a later native run. If discovery is repaired alone, a
call can still fail because the later run has no new inbound comment.
Slack and voice tool access also read the older JSON task fields.

**Expected behavior**

A later run for the same task can find and call its assigned channel
tools. The current requester, task, company, agent, endpoint, and access
rules must still allow the call. Revoked access must fail.

**Steps to reproduce**

1. Start a GitHub task and accept its linked requester.
2. Confirm that the runtime can find `begin_review`.
3. Start a later native run with `nativeIssueId`, accepted parent
identity, and no JSON task ID or new wake comment.
4. Search for `begin_review` again. Before this change, the search
returns an empty list.
5. Repair discovery alone and call `read_pull_request`. Before the
request-history fix, the call fails with no active conversation
capability.

**Paperclip version or commit**

Reproduced in source tests before this patch. The branch includes master
at `fa50cab5685b9cdbb26ad9c610cc5b6c373d3ff4`.

**Additional context**

This is a core run-binding bug. The tests use PostgreSQL and synthetic
provider responses. They do not send live reviews, Slack messages, or
phone calls.

## What Changed

- Resolve run task IDs from durable columns, with legacy JSON fields as
a fallback.
- Use the same binding in the gateway, access policy, identity service,
and channel runtime preparation.
- Recover accepted channel request history across later runs. Keep
company, task, agent, and requester boundaries.
- Recover older wake sources through verified parent runs, including
after same-user board follow-ups. Clear the board message’s own legacy
wake fallback. Keep cycle checks without a fixed limit on valid task
history.
- Retain the GitHub origin after a board comment from the same accepted
user. Skip GitHub origin lookup results from other providers.
- Keep ordinary board tools available when the requester changes. Accept
legacy user comments without an author-type field. Still reject explicit
malformed task IDs.
- Prevent a later failure reply from replacing an earlier final GitHub
answer. Recheck this rule under the publication lease.
- Rotate the native tool contract to replace retained sessions with an
older tool list.
- Add continuation, publication, revocation, and boundary tests. Update
the access and feature maps.

## Verification

- Red: the later GitHub assigned-tool search returned an empty list
before the binding fix.
- Red: the later GitHub read failed with no active conversation
capability before the request-history fix.
- Green: runtime MCP discovery, GitHub read/begin/submit review, and
response publication pass for monitor and same-user board continuations.
- Green: Slack history, retained access controls, revocation, and voice
gateway continuation pass.
- Green: 35 channel, failure-publication, legacy-origin, long-history,
and provenance tests pass. Both review findings had failing tests before
their fixes.
- Green: 107 gateway, operation-credential, identity, and provenance
tests pass. These cover both first-run CI failures without changing
their tests.
- Green: 122 runtime, discovery-policy, and native-session tests pass; 2
unrelated tests are skipped.
- Map checks and whitespace checks pass.
- Updated to master in `cfcaba22628772d7fe1fb32b57ff7031c7072781`. The
sole conflict was two tests added at the same location. Both the
continuation test and the publication 403/401 test are retained.
- Current local verification: all 179 gateway, credential,
requester-identity, access-policy, runtime-context, and session-resume
tests passed. Repository typecheck and build passed. Map and whitespace
checks passed.
- The new review regression first returned no source for a same-user
board follow-up over legacy wake metadata. After the repair, all 27
provenance and channel cases passed. The combined GitHub
discovery/read/begin/submit path and revoked access are covered.
- The broader local channel run passed 176 cases and failed four
timing/setup cases: a 15-second Slack authorization timeout,
webhook-verification polling, a Slack acknowledgement deadline, and
Discord setup polling. All four passed in isolation without source,
assertion, or deadline changes. The earlier failure record is retained;
the exact load/order cause is not established. Full CI must pass on the
latest commit.
- Current head: `7b9a08dcbc7b8140b589742f136944270b0496bb`. Repository
typecheck and build pass on this commit. Greptile completed on this
exact commit with 5/5; all four review threads are resolved. The
final-head [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39278921653)
passed: 55 checks passed and 2 intentionally skipped, with no failures
or pending checks. This includes the full sharded test matrix, browser
tests, typecheck, build, and Runner verification. Results were delayed
during the [GitHub Actions
incident](https://www.githubstatus.com/incidents/8tzbpcnl75jp). An
additional unsharded local full test run has not completed; the
completed full-suite evidence is CI.
- Earlier verification: the first PR commit failed two server suites.
Those failures were fixed and verified before this update. The original
4 GiB sandbox could not complete full local typechecking or tests; the
current checkout completed typechecking and build. The full test suite
runs through the CI shards. No full local test-suite pass or live
provider delivery is claimed.

## Risks

- Request history can restore the wrong authority if its scope is too
broad. The resolver checks each accepted parent against the task,
company, agent, and requester. Tests cover invalid and cyclic history.
- The native contract change starts a new provider session for older
contracts.
- No database migration or public API schema changes are required. Each
tool call still checks live access.

## Model Used

- OpenAI Codex, GPT-6 family. The runtime does not expose the exact
deployment model ID or context-window size. The agent used reasoning,
repository tools, code edits, and local test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 11:20:39 -05:00
DottaandPaperclip 9966f31bee fix(chat): keep permission failures scoped to the rejected operation (#16847)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External channels deliver agent replies through a durable
publication queue.
> - A provider can reject one operation while other operations remain
allowed.
> - The shared error classifier treated generic 403 and permission
errors as failures of the whole connection.
> - Failure handlers then changed the user's enabled setting and removed
all assigned channel tools.
> - This pull request limits permission failures to the rejected
operation and preserves connection intent during authentication
failures.
> - Unrelated work can continue, while confirmed authentication failures
still stop endpoint traffic.

## Linked Issues or Issue Description

Refs #16137. Follows #16138, which distinguishes local authorization
errors from provider errors. This change also narrows provider
permission failures. Related #16806 handles a separate task-continuation
tool-binding defect.

A provider 403 or missing-scope response currently disables a connection
that may still support other operations. The expected behavior is a
visible operation failure with unrelated work preserved. Confirmed
authentication failures must stop sends without changing the user's
enabled setting.

## What Changed

- Classify generic 403, adapter permission errors, and Slack
missing-scope/no-permission responses as failed operations.
- Preserve rate-limit retries, known destination quarantine, and
confirmed authentication failures.
- Preserve connection status and enabled intent when publication,
provider-reply, or form-open authentication fails. The endpoint still
enters attention and its runtime stops.
- Add GitHub regressions for retained discovery and successful later
publication after 403, and no further sends after 401.
- Mark authentication health failed and fence persistent receiver
startup, background reconciliation, and receiver callbacks. Keep signed
GitHub lifecycle events available during an authentication stop. Verify
Discord reconciliation and Photon restart preserve the stop, while
transient Discord disconnects still recover.
- Update provider, publication, and modal regression expectations and
the execution contract and verification maps.

## Verification

- Red: five new classifier cases returned endpoint attention before the
repair. The signed-installation-removal regression also reproduced a
blocked lifecycle event after a 401 before narrowing the receiver guard.
- Green: all 35 classifier tests pass.
- Green: 19 PostgreSQL-backed cases pass through the production channel
services, including GitHub discovery/publication, Slack provider replies
and question modals, Telegram credential/destination failures, rate
limiting, and Discord/Photon authentication-stop persistence.
- Map structural checks and `git diff --check` pass.
- `pnpm -r typecheck` and `pnpm build` pass. All CI gates are green on
`7e379bcd98aa8363e42efe7f8a4b2589b7111ae6`; Greptile is 5/5 on that
exact commit with no unresolved findings.
- The monolithic local `pnpm test:run` was started, then stopped after
its revision passed the full CI matrix and was superseded by the
authentication-stop repair. Final full-suite verification passed in CI
shards; all 19 final local provider regressions pass.
- The tests run from this source checkout on macOS arm64 with isolated
PostgreSQL and controlled provider failures. They do not prove live
GitHub recovery or deployment. No live connection settings were changed.

## Risks

- Permission failures now leave unrelated work available. The rejected
operation remains failed and is not automatically replayed. Provider
authorization still applies to every request.
- Keeping a connection enabled must not bypass an authentication stop.
GitHub verifies blocked tool discovery and later sends; Discord and
Photon verify background reconciliation and restart cannot clear the
stop. Failed connection health is an execution gate while the endpoint
requires attention.
- Explicit disable, disconnect, signed installation revocation, and
existing destination-specific denial handling remain unchanged. No
migration or API schema change is required.
- Previously disabled connections are not automatically re-enabled
because an upgrade cannot safely infer the user's intent.

## Model Used

- OpenAI Codex, GPT-6 family. The runtime does not expose the exact
deployment model ID or context-window size. Used reasoning, shell tools,
repository edits, 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>
2026-10-19 09:54:22 -05:00
DottaandPaperclip 016e40d532 fix(recovery): preserve shutdown export ownership through finalizer drain (#16843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Legacy adapters must save sandbox files before Paperclip releases
their source.
> - Graceful shutdown gave each adapter a shared 30-second settlement
wait.
> - When that wait ended, cleanup could stop the sandbox while the
adapter still exported files.
> - That race created a restore failure and blocked the next turn.
> - This pull request keeps export ownership through the finalizer drain
and renews its cleanup fence.
> - A successful late export can release its source and schedule one
bounded continuation.

## Linked Issues or Issue Description

Refs #15857. This corrects the timeout path introduced by the shutdown
settlement fence.
Refs #16478. That repair clears verified historical holds; this change
prevents an active export from losing its source.
Refs #16835. That merged fix handles remote native runner ownership.
This change handles legacy shutdown settlement.

## What Changed

- Keep a late adapter settlement in the shared execution finalizer set.
Wait for it before lease release, recovery classification, and retry
scheduling.
- Renew the exact owned settlement fence every 10 seconds. Use a
30-second lease, one renewal in flight, a one-second database lock
timeout, and a five-second statement timeout. Report bounded failure
categories without raw database errors or credentials.
- Refuse ordinary cleanup while the local adapter still owns settlement.
Preserve the explicit owner stop-and-retain path.
- Give the finalizer drain a further shared 30-second wait after the
initial shutdown drain.
- Document the ownership rule, the acceptance recipe, and the
controller-loss limit.

## Verification

- Red before the repair: the database-backed expired-wait regression
expected cleanup denial but received permission to stop the still-owned
source.
- Green on `615a4382c5`: all 526 tests in `recovery.test.ts`,
`legacy-workspace-restore-recovery.test.ts`, `shutdown.test.ts`, and
`heartbeat-process-recovery.test.ts` passed.
- The assembled heartbeat regression passed. It verifies no early
release or retry, joining the late owner, successful cleanup, one
durable scheduled continuation, and no duplicate after service reload.
- Safety coverage includes other-controller fencing, controller loss,
exact source retention, stop-only cancellation, completion winning the
status race, and real database lock contention during renewal.
- `pnpm -r typecheck`, `pnpm build`, and `node scripts/check-maps.mjs`
passed on the final source revision.
- A broad local `pnpm test:run` crossed the rebase and reported eight
companion supervision failures. It was stopped and its log retained. The
complete companion file then passed all 753 tests on current source.
This is not a passing full local suite; current-head CI covers the
complete repository checks.
- The 34 recovery tests include real lock-timeout classification and
credential-shaped error redaction.
- Current-head CI: 53 checks passed; two optional Storybook checks
skipped. Greptile is 5/5 on `615a4382c5`; no unresolved review threads.
- Live sandbox acceptance remains unverified. Three disposable
local-controller/Daytona attempts used legacy Codex ACP, `gpt-6-astra`,
API-key authentication, and the verified image
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:a2bd08cefb68d9217bdd75cf87a6b51f1705b18a4796eff3f97b2726a548b8fb`.
ACP initialization exited before model execution on macOS Node 26.4.0
and again on Node 24.21.0; one attempt exposed a local process-session
socket `ECONNRESET`. That does not establish the transport failure's
root cause. No attempt reached the delayed export or second turn, so
this PR remains draft pending faithful live acceptance. Probe setup
defects were retained separately from product failures, and all
test-owned sandboxes were cleaned up.

## Risks

- Shutdown can spend up to 30 more seconds joining finalizers. The
shipped Compose stop grace remains 90 seconds.
- Renewal adds at most one database operation per owned run every 10
seconds during shutdown. Lock and statement deadlines bound database
contention. The local adapter still protects its source if renewal
fails.
- Controller death or an export that outlives the whole process still
needs retained-source repair. This change does not reconstruct a legacy
export after process death or clear historical failed-restore holds.
- No schema or public API changes. Native restart ownership, approval
gates, and retry limits retain their existing behavior.
- This PR has not been deployed. It does not recover an existing
retained sandbox by itself.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code
execution, and test tools. The exact backend model identifier and
context window were not exposed to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 09:19:09 -05:00