410 Commits

Include renames

Author	SHA1	Message	Date
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
Nicky LeachandPaperclip	8b4ab65b1c	Add plugin-owned project storage and task workspaces (#17001) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Tasks can use isolated repository workspaces. > - Core currently prepares those repositories on its own filesystem. > - A storage provider may only expose repositories inside remote agent computers. > - Project storage and task workspace preparation must have one provider owner. > - This pull request adds that contract and keeps execution as a separate plugin interface. > - Core keeps authorization, durable task bindings, and lifecycle fences. ## Linked Issues or Issue Description **Subsystem affected** Plugin SDK, project workspace policy, heartbeat preparation, execution leases, and workspace lifecycle. **Problem or motivation** Core cannot prepare a task workspace when its repository storage is unavailable on the Core host. An execution lease must not be required just to prepare persistent storage. **Proposed solution** Let one plugin provide project resource lifecycle and workspace prepare, inspect, restore, and remove behavior. Core reserves a task workspace before it calls the plugin. The plugin returns an opaque durable reference. The matching execution plugin receives that reference on its task RPC. **Alternatives considered** Preparing repositories on Core would require a provider mount on Core. Preparing them only during task launch would tie persistent workspace lifecycle to execution leases and agent availability. **Roadmap alignment** This extends the remote provider model in ROADMAP.md. Related execution work is in #16978. This PR does not replace that task bridge. Native execution of managed storage requires the bridge; this change fails closed when it is absent. ## What Changed - Add one storage provider declaration with supported modes/strategies, a capability, a validated RPC contract, and a test harness. - Persist provider ownership, repository revision, and execution-workspace identity before external effects. Reconcile retries with a stable operation ID. - Prepare provider storage before environment acquisition. Keep Core filesystem preparation out of this path. - Pin the durable reference to the matching execution plugin and validate the lease binding before task dispatch. - Route inspection, reopen, and removal through the existing lifecycle process. Keep local data when remote recovery is uncertain. - Keep the application database pool free during lifecycle locks. Preserve pending workspace selections, validate source edits before retirement, and retry unfinished closed storage cleanup. - Protect provider metadata and live repository sources from caller edits. Storage edits retire only closed records with confirmed removal; retired records cannot reopen. ## Verification - Current head `8214b3ca5`: all 25 provider lifecycle tests pass with `maxConnections=1`. They cover preparation, inspection, reopening, removal, a paused provider with responsive ordinary SQL and a competing source edit, pending selection preservation, rejected source edits, cleanup retry scheduling, and providers that cache operation results, and committed cleanup notifications for storage intent and recovered state. - Final frozen-tree lifecycle run on `8214b3ca5`: all 318 tests passed in 10 files, covering workspace services, reopen, compaction, task binding, project sources, heartbeat preparation, display caching, and source locks. - Direct server `tsc --noEmit` passes. The SDK build and all 128 SDK tests passed during initial verification; later SDK changes are documentation only. - Full CI on the previous head `ec5c7209a` passed all 55 applicable checks; 2 conditional checks skipped. Standard Greptile reviewed current head `342e6d9c3` at 5/5 with no unresolved threads. All 55 applicable CI checks passed on `342e6d9c3`; 2 conditional checks skipped. The Slack browser and CLI startup jobs passed on their single unchanged-head rerun. Its Apex review returned 4/5 with one pending-restoration issue. Commit `1b58943b1` reconciles that durable intent before cleanup, advances the generation without reopening the Core row, and blocks direct removal or retirement while intent remains unresolved. Standard Greptile reviewed `1b58943b1` at 5/5 with no new findings. All 54 applicable CI checks passed on `1b58943b1`; 3 conditional checks skipped. The chat job passed on its single unchanged-head rerun. Apex then returned 4/5 for a missing cleanup wake after recovery. Commit `8214b3ca5` atomically registers cleanup intent before storage intent and recovery-result writes. Its provider test observes real committed notification hints and the visible advanced generation. Standard Greptile reviewed `8214b3ca5` at 5/5 with no new findings. All 55 applicable current-head CI checks passed on the first run; 2 conditional checks skipped. Final Apex verification completed at 5/5 on this exact head: 38 files reviewed, no new comments, and no unresolved threads. The PR is ready for review and mergeable. - The first Apex review found five issues after a standard 5/5: application-pool starvation, stale pending selections, retirement during rejected source edits, lost cleanup retries, and reused inspection identities. Commits `6d72e7fd4` and `342e6d9c3` fix each with regression coverage. Archive lock waits use dedicated connections, and source edits fail promptly if the lifecycle is busy. Retirement compares normalized values. The normalized-source regression initially failed with the raw-value comparison; after moving the check after normalization, a clean provider-suite rerun passed all 24 tests at that stage. Those threads are resolved; the earlier Apex 0/5 is not a passing acceptance result. - Earlier local integration attempts could not bind localhost inside the sandbox. The same suites passed with permission to start local PostgreSQL. - The earlier broad local `pnpm test:run` overlapped edits and reported stale-revision and checkout-path/Git-fixture failures. It was not a final-tree result. Full CI subsequently passed; the original local failure remains part of verification history. - Local repository-wide typecheck/build cannot complete because `cargo` is unavailable. Direct server TypeScript checks and affected tests pass; full Rust and build validation comes from CI. - An earlier browser run on `ff918c5a8` failed in the unchanged case-filter journey: expected “Done,” received “All statuses,” with an announcement handler recorded during the assertion. The cause is not confirmed. [The failed job](https://github.com/paperclipai/paperclip/actions/runs/39500611857/job/118896954508) remains verification history. The unchanged shard passed in the next full CI run on `ec5c7209a`; no UI or fixture change was made. - Current-head browser shard 2 failed waiting five seconds for the mocked Slack setup Success heading. This PR changes neither that UI nor its fixture. [The failed job](https://github.com/paperclipai/paperclip/actions/runs/39506070513/job/118916021232) remains verification evidence. The cause is not confirmed; the single unchanged-shard rerun passed; no UI or fixture change was made, and the original cause remains unconfirmed. - The workspace test shard passed its 3,978 general tests, then its CLI company-import/export fixture timed out after 30 seconds waiting for startup health before creating any company or workspace. [The failed job](https://github.com/paperclipai/paperclip/actions/runs/39506070513/job/118916021855) remains verification history. The child reached external-PostgreSQL startup without exiting or reporting an exception. Its cause is not confirmed; the single unchanged-job rerun passed, including the CLI fixture. No startup or fixture change was made, and the original cause remains unconfirmed. - The new cached-removal regression initially failed because its fake worker advertised availability for unrelated fixture plugins, so another workspace changed its fake checkout state. Worker availability now matches the fixture plugin; the complete 25-test provider suite passes. - On `1b58943b1`, the chat shard timed out polling for one conversation after an authorized GitHub description edit. [The failed job](https://github.com/paperclipai/paperclip/actions/runs/39510521657/job/118930193418) remains evidence. The exact case passes locally against PostgreSQL (1 passed, 1,380 unrelated cases skipped), and this PR changes neither that test nor its handler. The original cause is unconfirmed; the single unchanged-job CI rerun passed without a code or fixture change. The original cause remains unconfirmed. - The diff was checked for credentials, private references, and generated artifacts. ## Risks This is an additive provider contract with no database migration. Existing projects keep their local behavior unless their policy selects a storage plugin. A selected provider must be ready and enabled. Unknown or unsafe cleanup fails closed. Managed native execution depends on #16978. Core refuses a host Runner fallback. Providers must fence lifecycle generations, preserve ambiguous retries, and report remote recovery honestly. Provider-specific live storage and guest mount qualification remain separate from these Core contract tests. ## Model Used OpenAI Codex (GPT-6), with repository inspection, code execution, and tests. The exact model variant was not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally and they pass (affected suites; broad-run limits are 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 16:35:33 -07:00
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	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
Nicky LeachandPaperclip	33cc567f75	Add lease-scoped Runner task hooks to environment plugins (#15406) ... ## Thinking Path > - Paperclip coordinates AI agents and their runs. > - Environment plugins own remote capacity. > - A plugin needs a typed API to start and stop its installed Runner. > - Core must derive authority from the saved lease. > - A lost reply or controller restart must not lose cleanup authority. > - This PR adds the worker contract and the host task service. > - Native execution and Runner changes are separate PRs. ## Linked Issues or Issue Description **Subsystem affected** Plugin SDK and environment lease services. **Current behavior** Environment plugins have no typed Runner task hook. Core cannot dispatch these tasks or recover their credential handoff through a saved lease. **Proposed behavior** Add validated task operations, worker negotiation, company and project checks, retained-session authorization, and durable cleanup. Keep credentials out of lease metadata. **Additional context** This PR is the first part of a smaller series. Runner installed-home support is in #16977. Native execution and setup are in #16978. Both are stacked drafts. This PR does not enable native plugin execution, change default environments, add a route, or add a database migration. ## What Changed - Add `supportsTasks` and `onEnvironmentTask` with seven typed operations. - Validate worker requests and responses. Reject shell commands and file transfer operations. - Pin dispatch and cleanup to the saved company, lease, plugin, and driver. - Authorize projects and retained sessions. Validate the current run separately from the retained PRP identity. - Save dispatch before the provider call. Fence admission during cleanup. Require observed process termination. - Save account writeback authority on the lease. Recover Codex refreshes through the existing account and secret services. - Document the task API. Keep the Runner, heartbeat, setup, workspace, and provider changes in later PRs. ## Verification - Full `pnpm -r typecheck` and `pnpm build` passed on the separated API scope. - 201 focused tests passed: SDK worker dispatch, task validation, PostgreSQL task lineage, credential recovery, and existing environment cleanup. - The lineage test covers a third run, repeated same-run replacements, a stale submitting run, and exact termination receipts. - Initial commands hit sandbox socket/IPC restrictions. The permitted runs executed PostgreSQL and passed. A typecheck attempt lacked Cargo in PATH; the run with the installed toolchain passed. - The earlier combined implementation had a full local run with 22,286 passing tests, 120 skips, and eight failed assertions. Task fixture failures were fixed before this split. Remaining host Git and temporary-path assertions are recorded in the previous PR revision. This split does not claim a fresh full local suite pass. - The standard Greptile review scored this API head 5/5 with no unresolved threads. CI is green. The single Apex review also scored this head 5/5 with no actionable findings. - Fresh API CI lost a self-hosted runner during server shard 9. GitHub reported lost communication, with no failed test step. The affected jobs passed on retry without code changes. - CI on the prior combined head failed an unchanged workspace dev-server readiness case. No unrelated test fix is included here. Fresh CI is required for this smaller head. - This scope does not run a provider or a Cloud test. The user owns deployment and the intermediate Cloud test. ## Risks - The API is opt-in. Native plugin execution requires the later integrations. - Providers must make task submission idempotent and prove descendant termination. - A failed status read or credential export keeps the lease available for cleanup. - Codex refresh writeback requires the same active grant, secret reference, and session epoch. Revocation or account replacement discards the old refresh. ## Model Used OpenAI GPT-6 through Codex. Used source inspection, code execution, tests, and GitHub tools. The exact served 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 local checks and recorded failures and their results 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 09:14:23 -07:00
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	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	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	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	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	23b2ceb0d1	feat(connections): add unified Google Workspace connector (#15545) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connected Apps supply governed tools to those agents. > - Google services currently require separate connections or one broad request. > - Users need one account and control over which services it can access. > - A picker must change the OAuth request, not just the screen. > - This pull request binds selected services to consent and tool access. > - The benefit is simpler setup without enabling unselected tools. ## Linked Issues or Issue Description **Subsystem affected** Connections catalog, OAuth grants, and the MCP tool gateway. **Current behavior** Google setup uses separate service profiles. A combined request alone cannot express the user's choice before Google consent. Accumulated Google grants can be broader than a new request. **Proposed behavior** Offer one Workspace connection. Let users choose Gmail, Drive (including Docs, Sheets, and Slides), and Calendar. Start all three with read and write access. Let users disable groups or choose read-only access. Do not offer Chat, Contacts/directory, or cross-service Search in new setup. Bind selected scopes to durable OAuth state. Cap effective tool access to both the saved request and provider-reported consent. **Reason and benefit** Users can choose services without managing several accounts. Existing company, identity, agent, and action-policy controls remain in force. **Breaking changes** No database migration. Existing service connections and grants remain supported. New Workspace requests require the companion broker change in https://github.com/paperclipai/paperclip-cloud/pull/823. Old brokers reject narrowed requests safely. Related work: #14740 reduced Google scopes; #14774 introduced the earlier catalog hold. #15412 proposes a separate Gmail REST implementation. This maintainer-requested change extends the existing Connections and governed tool gateway paths. It does not replace them. ## What Changed - Add one Workspace catalog entry and a namespaced action catalog. Retain legacy definitions and saved accounts. - Use the approved production service picker in Apps and task-hosted setup. Keep dropdowns between names and toggles. Block empty selection. - Derive exact scopes from a closed registry. Default selection requests nine scopes. New requests exclude Chat, Contacts/directory, and Search scopes. - Bind selected scopes through managed and customer-owned OAuth state, callback, claim redemption, and refresh. - Cap accumulated Google grants to the saved selection. Recheck grant-specific permission at discovery, listing, and dispatch, including cached actions. - Restore the current subject's saved request on reconnect. Block on grant-load failure. Preserve draft selection on cancel and retry. Do not create an account on picker cancellation. - Preserve healthy services during partial outages, without combining grants across identities. Keep writes from being automatically replayed. - Preserve the original 21-scope legacy Workspace envelope contract as individual profiles evolve. - Add production-component Storybook stories, request validators, consent regression tests, and rollout guidance. Integrate the stories with the current feature catalog while preserving their IDs. ## Verification - Integrated branch merges current master and has no merge conflicts. - Full workspace build passed on the integrated checkout. - Token gates passed. Storybook catalog structure check passed: 283 files and 2,750 stories. - Final affected app suites: 914 passed. This includes 502 database-backed service/gateway tests and 412 UI/shared/validator/broker-handoff/governance tests. The production picker tests cover defaults, identity-specific reconnect, and failed-load recovery. - Full workspace typecheck passed after adding required current-master Storybook annotations. The final UI build also passed. - The full repository suite is still running and includes the two pre-fix retry assertions. Both were updated for the current gateway's explicit-retry contract and pass in the clean 502-test database run. No complete final-head full-suite pass is claimed. - The initial local database startup failure came from missing native-library symlinks in the fresh dependency install. The package's postinstall repair fixed it; the clean database-backed run has no skipped tests. - Broker focused suite: 47 passed, including real signed session → callback → claim redemption and wrong-scope rejection. Full broker suite before the final test-only follow-up: 3,562 passed, 103 skipped. - Real integrated-app walkthrough: Connectors → Workspace → customer-owned app → service picker. Verified all three defaults, empty-selection blocking, cancel/reopen with the selected read-only access preserved, preserved form values, and zero saved connections after cancel. Credentials were synthetic; no Google grant was made. - Current-head CI and Greptile review remain pending. Previous-head results are not treated as current. ## Risks Ship the companion broker before app instances send narrowed requests. Enable the intended Workspace client/profile separately on the target broker. This pull request does not deploy a tenant app, start a fleet rollout, alter Google Console, or upgrade the pinned reviewer stack. The three-group picker is not proof of live provider access. Before production, verify a real selected-service grant, reconnect, refresh, allowed reads/writes, and denied unselected actions on the isolated staging reviewer app. Google verification and preview enrollment remain separate requirements. Legacy service profiles stay compatible. New grant metadata keeps provider scope evidence separate from requested scope evidence. Missing or unsupported evidence fails closed. No scope union across user or organization grants is allowed. ## Model Used OpenAI Codex, GPT-5-based coding agent, with repository editing, code execution, and browser tools. The exact serving model ID and context-window size were not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal issue ID - [ ] I have run all final-head tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 12:07:30 -05:00
DottaandPaperclip	9077748894	Remove the Pipelines experiment and preserve its data (#16834) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Pipelines was an unused experiment with its own UI, API, CLI, and automation. > - Keeping it leaves unsupported product surfaces and extra task-detail queries. > - Removing the experiment must preserve data that users already saved. > - This pull request removes the feature and keeps its database schema and migration history. > - Cases and Routines remain available as separate features. ## Linked Issues or Issue Description **What existing behavior does this improve?** Remove the unused Pipelines experiment across the application. **Current behavior** The experiment includes pipeline boards, stage settings, case automation, review queues, learnings, permissions, and CLI commands. Task detail also queries pipeline links. **Proposed behavior** Remove all these product surfaces and their implementation. Preserve existing tables, records, and documents. Ignore the retired boolean in older managed configurations so upgrades still start. **Breaking changes** Pipeline URLs, API endpoints, CLI commands, and `pipelines:write` are removed. Task detail no longer includes the old `linkedCases` field. The independent Cases API remains available. No database migration or cleanup is included. Related feature work: #7907, #9110, #10905, #11375, #13004, #14671, #16133. Related issues: #9663, #10310, #10312. This removal supersedes the feature; it does not implement those pending enhancements or delete their saved data. ## What Changed - Remove Pipeline UI pages, navigation, gates, clients, query keys, helpers, and unused design tokens. - Remove Pipeline REST routes, services, automation dispatch, task-detail queries, and OpenAPI discovery. - Remove the CLI commands, shared contracts, experimental flag, catalog entry, and permission defaults. - Remove feature-specific tests, tutorials, smoke scripts, maps, and Storybook examples. - Preserve database schema, migration history, and the reserved document key used by old records. - Keep Cases routes independent and cover obsolete stored and managed settings. ## Verification - Passed: `pnpm build` and `pnpm -r typecheck`. - Passed: targeted settings, managed configuration, sidebar, settings UI, routing, and feature-catalog tests. A first sidebar run caught a shared Workspaces icon import; the import was restored and the sidebar rerun passed. - Passed: 40 tests covering Cases routes, OpenAPI discovery, retained Pipeline table constraints, and schema snapshot drift. - Passed: token gates, map validation, generated API metadata check, Storybook catalog validation, and 28 map/catalog tests. - Passed: isolated local browser verification of navigation and Experimental settings with Pipelines absent; Cases and Routines still open normally. Live GET/POST requests to retired Pipeline endpoints return 404, and the retired setting is absent. CLI help has no Pipeline commands. - Passed: 22 access-service and agent-default-grant tests after restoring unrelated permission assertions flagged in review. - Local full run: `pnpm test:run` reported one failure in the unchanged workspace-runtime port-allocation test. That test passed in an isolated rerun. The long local run was stopped after full CI passed; it is not reported as a complete local pass. - Passed: all 56 checks on `def9181f3a4491d95fca1d38e9739f5b821aae3e` (2 conditional checks skipped), including build, typecheck, test shards, and browser suites. Eleven interrupted CI jobs reported “The operation was canceled”; their one-time retry passed. [CI run](https://github.com/paperclipai/paperclip/actions/runs/39255211006). - Greptile: 5/5 on the final commit, with the only review finding fixed and resolved. - Sandbox socket restrictions affected the first build/API test attempts. The same commands ran with local sockets available. ## Risks - Existing Pipeline clients must stop using the removed endpoints and commands. - Existing data remains in the database and backups, but the removed UI no longer displays it. - Historical boolean `enablePipelines` values are ignored. They cannot restore the feature. - Cases and Routines must retain their separate behavior. Targeted route tests cover this boundary. ## Model Used OpenAI Codex, GPT-6, with repository inspection, editing, shell execution, and browser verification. The exact deployed 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 08:09:46 -05:00
DottaandPaperclip	7c7d2d8d2c	fix(runtime): continue from saved sources after workspace loss (#16690) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The runtime must preserve saved work and prevent duplicate execution. > - Older cleanup could destroy a sandbox before its workspace export finished. > - The existing recovery controls require either the original sandbox or recovered original files. > - Surviving attachments can support a rebuild, but they do not prove that missing edits were recovered. > - This pull request adds an explicit reconstruction decision and one fresh continuation through the normal execution gates. > - Operators can continue useful work while the original failed run remains truthful. ## Linked Issues or Issue Description **What happened?** A historical failed export can have an accepted result, a prepared workspace descriptor, and a confirmed destroyed sandbox. Its notice can also say `new_source_execution_path` and disappear. The task then has neither a truthful original-file repair path nor a supported reconstruction path. **Expected behavior** Keep the missing-file obligation visible. Let an authorized operator choose surviving task attachments and record lost work and external action outcomes. Start one fresh continuation after current execution checks. Keep the old result and failed export intact. **Steps to reproduce** 1. Seed a failed native export with a prepared descriptor and an exact destroyed-lease receipt. 2. Resolve its notice with the historical `new_source_execution_path` bookkeeping value. 3. Read the task. The baseline hides the hold even though no source reconciliation exists. 4. With this change, choose **Continue from saved sources** and submit a reconstruction decision. Related public work: #16451 preserves healthy warm sessions. #16583 prevents destructive cleanup of unexported work. This change handles historical source loss that those fixes cannot undo. Searches of open and closed work found no equivalent reconstruction endpoint. ## What Changed - Add a board-only reconstruction endpoint with `runtime:manage` and task visibility checks. - Validate the exact run, result, descriptor and destroyed lease. Reject active copyback, competing owners, newer work, stale task status, and foreign attachments. - Record attachment hashes, missing work, and external action outcomes. Preserve the original failed run, accepted result, prepared descriptor and terminal failure. - Hold other continuation paths until the durable reconstruction intent admits its successor. Record that successor in the same transaction and preserve the retry count. - Add an operator control that distinguishes reconstruction from original-file recovery. Update the recovery runbook and capability maps. ## Verification - Exact baseline source returns no blocker for the destroyed-source fixture. The same fixture returns a required recovery hold with this change. - New real PostgreSQL and assembled API/heartbeat suite: 25/25 pass. It covers duplicate submissions, lost acknowledgement, context reset, source identity, task ownership, concurrent execution attachment scope, later human blocks, deleted sources and agent pause. - Existing export retry, explicit continuation and recovery-action suites: 386 cases pass. One new-fixture constraint error in the combined run was corrected; the full new suite then passed. - UI recovery suites: 46/46 pass across three files. They cover disabled actions, loss acknowledgement, failure retention and runtime authority. - `pnpm -r typecheck` and `pnpm build` pass. The first sandboxed typecheck attempt could not open the TypeScript IPC socket; the authorized rerun passed. - Module boundaries, map checks, token gates and diff whitespace checks pass. - OpenAPI route coverage: 21/21 pass. The first CI head exposed a missing endpoint registration; this head adds the registration and the focused suite passes. - Review identified a missing dispatch-time check and an isolated attachment cache. Both are fixed. Claim and final handoff recheck the exact successor, sources and current execution gates. A controlled post-claim operator block prevents the assembled heartbeat from entering the provider. The shared attachment cache refreshes uploads and removes deleted selections. - Final focused run: 180/180 pass across six suites, including reconstruction, existing dispatch/stale-queue contracts and UI recovery. - A second review reproduced cancellation by an already satisfied historical connection card while the task was `todo`. Read-only connection availability now works before checkout; active-task mutation checks remain strict. The baseline failed two cases; after the fix all 74 connection and reconstruction tests pass, including revoked access, pending questions and pending approvals. - All current-head CI gates pass on `9d197236da11fa24f1ceadf5589cb2b81179d824`, including general/serialized tests, Runner, build and browser gates. Greptile is 5/5 for that exact head with no unresolved threads. The full local `pnpm test:run` is still running its serial server group; no full local pass is claimed. Live staging recovery is pending deployment. ## Risks - Reconstruction cannot restore missing bytes. The operator must identify surviving sources and actions that must not be repeated. The agent must verify those attachments before rebuilding. - This path is limited to exact, confirmed destroyed remote sources with an accepted result. Retained or uncertain sources keep their existing repair path. - No schema migration, credential change, budget increase or warm-session policy change is included. Normal pause, ownership, budget, approval and dispatch gates still apply. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tool use and code execution. The session does not expose an exact backend 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 (focused suites; full local run limitation 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>	2026-10-17 22:57:10 -05:00
DottaandPaperclip	2cc7992369	Share the external Runner lifecycle and add strict Muse contracts (#16444) ... Add the external Runner foundation with distinct Dot/Grok V6, canonical home-mode V7 and Muse V8 contracts. Keep generated schemas and profiles synchronized. Bound default question-answer command IDs in a disjoint namespace while preserving existing IDs and durable replay. Preserve canonical migration history and add normally generated, replay-safe Muse schema milestones with literal preview-history fixtures. Refs #16444. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-16 13:46:50 -05:00
Nicky LeachandPaperclip	9f4a956b90	Add durable agent runtime synchronization hooks (#16499) ... ## Thinking Path > - Paperclip manages agents and their runtime configuration. > - Plugins can maintain external agent computers. > - Configuration and file saves currently miss durable plugin delivery. > - A transient activity notification cannot recover after interruption. > - This pull request adds an opt-in agent runtime resource stream. > - The existing dispatcher delivers and acknowledges its committed work. > - Plugins can prepare computers when configuration changes. ## Linked Issues or Issue Description Related: #15631 and #16203 establish agent lifecycle and native durable delivery. **Problem** Plugins cannot reliably react to agent configuration and instruction changes without polling or waiting for execution. **Proposed solution** Add an opt-in `agent_runtime` stream to the existing resource journal. Record changes at the database mutation and managed file audit boundaries. Wake the dispatcher with content-free commit notifications. Provide scoped runtime inputs to the selected lifecycle plugin. **Alternatives considered** Route-only activity events miss service and background writers. Scheduled scans delay changes and repeatedly query unchanged state. **Roadmap alignment** This extends the existing plugin and agent configuration work. ## What Changed - Add durable update/delete events for agent runtime state, including an existing-agent baseline. - Capture configuration changes, instruction edits, deletion, restore, and managed run writeback. - Add commit notifications and a reconnect scan. Register one listener for configured, enabled runtime subscribers. Release it when none remain. - Keep HTTP startup independent of queued plugin callbacks. - Add `ctx.agents.getRuntime`. Require lifecycle capability, invocation company, enabled plugin, and owning lifecycle selection. - Keep legacy agent/project subscriptions isolated. Manual inbox reads retain both legacy streams. - Resolve recovered instruction paths without reading or hashing bundle contents. Use the company reporting graph for runtime health. - Repair missed file events on identical save/deletion retries after a journal failure; preserve content tokens and conditional-write checks. - Correlate file audits with runtime revisions to deduplicate recorded retries without a new table. Bound the lookup with the existing company/timestamp index. - Document the contract, migration, access boundaries, and session-connection requirement. ## Verification - Rebased the full stack onto origin/master after #16507. - Final replayed stack: `pnpm -r typecheck` and `pnpm build` passed. - All 132 affected runtime, skill, connector, publication, instruction, managed-agent, and delivery tests passed after the latest-master rebase. Workspace typecheck and build passed. - Journal failure injection verifies recovery on identical file writes, deletions, and instruction retries from an acknowledged inbox. - Deduplication follow-up: 80 runtime/instruction/delivery tests and server typecheck passed. Repeated retries create no audit/events; old hashes returning after an intervening commit still repair delivery. Built-in/native instruction writer regressions passed all 56 tests. - PR 1 follow-up tests cover valid/cyclic reporting chains, listener registration failure, multiple subscribers, global/company disable, re-enable, unload, and startup with blocked callbacks. - Database coverage includes rollback, journal failure, no-op suppression, file saves/deletion, ordering/replay, owner/company denial, independent-client commits, and real listener loss/reconnect. - SDK/shared suites passed 1,059 tests during implementation. CLI/delivery regressions also passed. - Migration safety, map checks, diff whitespace, and local secrets/PII scan passed. - Hosted CI and security checks are fully green at `b296405e2`. Standard Greptile and Apex both returned 5/5 with no unresolved findings. - The broad local suite encountered an unchanged diagnostic test that rejects the word "private" from an error stack. This worktree lives under /private/tmp. The same unchanged diagnostic suite passed all 108 tests in the original checkout. Hosted full-suite checks provide exact-head verification. ## Risks - Apply migration 0347 before enabling a runtime subscriber. Runtime notifications require session-level PostgreSQL LISTEN. Transaction-mode poolers are unsupported for this opt-in feature. - Database triggers share the mutation transaction. Journal failure prevents configuration commits. Trigger work adds a journal insert to relevant changes. - Filesystem publication and SQL commit are separate boundaries. Direct filesystem edits do not emit hooks. External clients must fence stale revisions and retain conditional-write checks. - The reader returns only that plugin's own instance secrets. Keep them out of UI data, logs, plugin state, and agent files. - No private transport integration or live remote computer qualification is included. ## 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 references) - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run tests locally and they pass (focused suites; broad local limitation 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>	2026-10-16 07:53:04 -07:00
Nicky LeachandPaperclip	fa9f3f8a08	feat(runner): support preconfigured user homes for Codex and ACPX (#16486) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Runner launches the selected provider and keeps durable session state. > - Runner currently prepares private provider homes for each session. > - Operators can already have working login, skills, and MCP configuration on the execution machine. > - This PR adds an explicit mode that uses that existing setup. > - Runner keeps its task bridge and session ownership while leaving the user's configuration in place. ## Linked Issues or Issue Description **Problem or motivation:** Rebuilding a provider home is unnecessary when the execution account is already configured. **Proposed solution:** Add `homeMode: "preconfigured"` to Runner adapter config and runnerd transport options. Keep `"isolated"` as the default. Initially support native Codex and ACPX Claude. **Alternatives considered:** Continue copying user configuration into a private home, or add an approval workflow. Both add work outside this feature's scope. **Roadmap alignment:** This extends the existing cross-provider Runner. It does not add another runtime. Related work: #14056 covers managed Codex credentials. #14474 covers command environment delivery. This mode uses user-owned credentials and retains the existing launch boundaries. ## What Changed - Add a closed v7 launch contract for the selected home mode. Existing contracts retain their behavior. - Keep homeMode under operator control. Reject task overrides and agent-authenticated changes, including removal through replacements, adapter changes, or rollback. Ignore stored task values and exclude it from automatic hire inheritance. - Skip managed AI login, assigned-skill materialization, and external MCP setup in preconfigured mode. Preserve the Runner task/completion bridge. - Keep protocol state and provider lifetime fences scoped to the Runner session. Different sessions can share a home. - Fail preconfigured ACPX planning/read-only launches before provider admission until a read-only user-home launch is qualified. Use isolated mode or native Codex for planning. - Reject ACPX approval requests. Keep native Codex on `never`. Local permission rules and hooks remain effective. Initially require the default Runner ACPX `approve-all` setting; other Runner policies are unqualified in this mode and fail before launch. - Keep the internal ACPX bridge in a stable session namespace, preserving an existing user MCP server named `paperclip`. - Reject preconfigured ACPX Codex before launch until a session permission profile can enforce Runner-state denial. Remove the unprotected full-access mode switch; use native Codex or isolated mode for that model family. - Bump Pi to profile 23 because its attestation covers shared Runner source changed here. Preserve profile 22 for historical recovery, and update Docker/package verification inputs. - Fence recovery on mode and home bindings. Fail missing provider-history recovery without starting a replacement session. Exclude the external Codex home from backups and credential cleanup. - Discover remote HOME on the execution machine. Do not project controller HOME or XDG paths onto it. - Separate task instructions from Codex ACP isolation and update the generated provider digest. - Keep remote configured-environment manifests consistent when dropping controller paths. Preserve exact Claude model IDs through per-launch environment settings, without editing the user home or patching the provider. ## Verification - Targeted local checks cover native contracts and launch allowlists, user-config preservation, provider admission, permissions, session recovery, remote environment projection, heartbeat preparation, and operator-only configuration. Runner, shared, and server TypeScript checks and the Rust binary build pass; generated ACPX profiles are current. - Following the latest master integration, all 757 server configuration/executor tests and 115 Runner admission/recovery tests passed. Additional review-fix checks passed: 103 planning contract/host tests, 78 provider-backend tests, 95 route/preparation/inheritance tests, 43 task-validator tests, and 43 workspace-policy tests. Counts describe separate runs and can overlap. - The real pinned Claude ACP/SDK regression reproduces exact-model aliasing without the fix (`claude-sonnet-5-5` becomes `sonnet`) and passes with the fix. All 89 adapter tests pass. User settings remain byte-for-byte unchanged. - Localhost-only Claude SDK probes with synthetic credentials verify the private bridge runs, local `ask` reaches the existing reject callback, local `deny` blocks without a callback, and a user MCP server named `paperclip` remains available. No user model allowlist is required. - Review regressions cover fail-closed provider admission, saved-mode recovery before routing, controller-home path removal without configured-environment manifest drift, pre-launch rejection of unqualified read-only ACPX launches, and denial of task/agent changes to the operator-owned home mode. - Before rebase, `d4d4ee2aebe4cb88c4f4d9ef8e22fed4b36b87be` received standard Greptile 5/5 with no unresolved threads. Prior Apex findings are fixed and covered by regressions. No manual Greptile retrigger is requested for this rebase, per reviewer direction. - The prior PR head and master hit the same GitHub runner encoding crash in workspace-b on three PR attempts, including diagnostic logging ([prior PR CI](https://github.com/paperclipai/paperclip/actions/runs/38818474563/job/116714538405), [prior master CI](https://github.com/paperclipai/paperclip/actions/runs/38819528748/job/116712423193)). Rebased onto `origin/master` at `c3ffa3f0dd` to pull in its bridge-test index correction. The rebased head `edd153db410bea063b645e0000aa68649f287b00` passes all CI checks ([CI run](https://github.com/paperclipai/paperclip/actions/runs/38824676914)), including workspace-b. Greptile's automatic standard review is 5/5 on this exact head, with no unresolved threads; no manual review was requested. - Local workspace-b investigation passed 911 shared tests and 3,868 tests across the remaining 15 workspace projects. The catalog run separately hit an existing ignored `.agents/skills/design-guide/SKILL.md` description-budget violation in this checkout; that file is untracked, outside the PR, and left untouched. Repeating shared tests with CI reporting enabled also passed. - Rebase verification: the final Git tree exactly matches the previously reviewed branch combined with current master. All 192 Runner admission/contract tests, 61 server preparation/provider tests, and 68 bridge tests pass, as do Runner/server TypeScript and generated-profile checks. The real Claude adapter fixture hit an `ENOTEMPTY` cleanup race on its initial run; all 89 adapter tests passed on retry. - Apex on rebased head `edd153db` returned 2/5: ACPX Codex selected full access without enforcing Runner-state denial, and agent configuration replacement could remove the operator mode. Both are fixed in `26e14dbbf`. Preconfigured ACPX Codex is temporarily unqualified; re-enabling it requires session permission enforcement on thread/turn operations and a real filesystem-denial probe. The config guard covers effective replacements, adapter changes, and rollback while allowing ordinary agent merges and operator removal. All 190 focused Runner tests, 103 server tests, both typechecks, and generated-profile checks pass. Standard review and CI passed before the next Apex request. - CI on `26e14dbbf` passed 1,967 Runner-shard tests but hit the previously observed `ENOTEMPTY` fixture cleanup race after successful Claude model admission. `eb83284fb` adds bounded filesystem retries to that fixture's teardown; all 87 adapter tests pass. Assertions and production cleanup behavior are unchanged. Head `eb83284fb42ee19a15d9a93b106c1bbb07e1695e` passes all 59 CI checks ([CI run](https://github.com/paperclipai/paperclip/actions/runs/38829500857)) and standard Greptile at 5/5 with no unresolved threads. Apex also completed at **5/5** on that exact head ([Apex result](https://github.com/paperclipai/paperclip/pull/16486#issuecomment-6201559527)). All review threads are resolved, the branch has no merge conflicts, and the PR remains unmerged. - No live paid-provider or remote-machine smoke was performed. The lockfile remains unchanged under the repository's refresh-bot policy; local dependency installation resolved the changed patch hash. ## Risks This explicit opt-in grants Codex tools access to the execution home (read-only in planning), including credentials. Native Codex separately denies Runner-owned protocol state. ACPX Claude retains its existing provider trust boundary, and the isolated default is unchanged. Providers may refresh credentials and update their own metadata. User configuration can block tools or the completion reporter. Existing blocked results and failure diagnostics remain the recovery path. Edit the local settings and retry; no new approval workflow is added. External provider history remains on the execution machine and is not backed up by Runner. Remote HOME discovery requires `getent` and fails explicitly when unavailable. Other harnesses need separate qualification. The Codex ACP bundle digest changes. Existing sessions tied to the old bundle may need a fresh session. No database migration is required. ## Model Used OpenAI Codex, GPT-6, with reasoning and code execution. The exact runtime model ID was not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the feature issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run targeted 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-15 17:57:58 -07:00
DottaandPaperclip	982ff62949	test(shared): consolidate ZIP conversion observations (#16118) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-15 00:06:50 -05:00
DottaandPaperclip	adb69e8f09	feat: default new Codex agents to Paperclip Runner on Linux and macOS (#15683) ... ## Thinking Path > - Paperclip is the open source control plane for agent companies. > - People choose a harness when creating an agent. > - The server should resolve that harness to a qualified runner. > - Codex is the first harness in the staged default rollout. > - Saved agents must retain their execution choices. > - New Codex agents therefore use Paperclip Runner on qualified macOS/Linux targets, with an explicit Legacy override. ## Linked Issues or Issue Description Refs #16028, #15555, #15673, #15422, #15631, #15926, #15932, #16149. The runtime/install prerequisite and release repair are merged. This slice owns Codex creation, setup, configuration and preservation. Other harness defaults remain unchanged. It adds no database migration; incoming master migrations, required maps and regression coverage are retained. ## What Changed - Resolve `runner: auto | paperclip | legacy` at the common creation boundary across onboarding, API/CLI, hires, built-ins, plugins and imports. Freeze pending hires and export resolved execution choices. - Preserve existing runners on upgrades, unrelated edits and import updates, including compatible accounts, workspace settings, Codex effort and intentional clears. - Use the underlying harness picker and branding; put the runner override in Advanced. Use the shared dropdown and update production-component stories and creation contracts. - Support qualified Apple Silicon, Intel Mac, Linux x64 and Linux ARM64. Linux requires GNU libc 2.39+. Disabled, external, unsupported and unqualified combinations retain their applicable Legacy execution. - Test the selected runtime/account/model/environment. Ordinary Connect probes eligible immutable managed targets and refreshes scoped discovery. Creation/discovery do not provision. Auth, dependency, incompatible-setting and cleanup failures remain actionable without changing runners. - Keep setup probes read-only, preserve local/SSH isolation and resolve packaged assets before staging credentials. Bound cleanup reads by the remaining absolute deadline; physically close every owned ingress socket before endpoint release. Unconfirmed cleanup retains recovery state. - Preserve validated completed-onboarding callbacks through startup recovery. First file-producing work belongs to the child task and uses the existing dependency/block handoff and task-scoped registration. - Reuse existing E2E fixtures, artifact checks, reporting and controls. Keep Docker/Cargo/native compilation remote. Paperclip tarballs contain no Codex payloads; official optional npm platform dependencies remain. ## Verification Current tested head: `1c03a8815672d82c264a9b08d4ea1984e8fae107`. **Merge-ready: required CI, fresh review, package qualification, Mac core acceptance and Test task/follow-up acceptance pass.** The existing attachment and native-continuity oracles independently verify both Test downloads, run attribution and unchanged native/provider/workspace identities. The maintainer authorized a code-owner-review exception for this PR only. The first Test setup failure and normal Board completion-review friction are retained below. Actual post-merge packages and private Cloud distribution remain separate qualification gates. - [Current CI](https://github.com/paperclipai/paperclip/actions/runs/38564241625): all 48 ordinary jobs and required verify/E2E pass. Attempt 1 retained six simultaneous host-shutdown cancellations. One failed-only retry passes those six lanes and two aggregates, preserving 40 successes. Actual integration checkout `53104c1` combines this head with master `c80`; it is not relabeled as the branch tree. Fresh exact-head Greptile 5/5, 30 resolved threads, no actionable findings. - [Exact-source package qualification](https://github.com/paperclipai/paperclip/actions/runs/38565287239): nine applicable jobs pass, nine conditional jobs skip. Four remote native producers; Linux x64 clean install; Intel Mac, Apple Silicon and Linux ARM64 native startup/physical cleanup controls. All 18 tarballs/four daemon source/hash/manifest bindings and 343 migrations through 0344 verify. No Codex payload is packed. These hosted tarballs are not a published npm canary. - Normal Apple Silicon installation and credential-free native startup/cleanup pass using the packaged daemon, with no source build or provider turn. Fresh installed DB initialization passes. Upgrade 651a→1c03 preserves all three complete execution configs, accounts, ten recorded run profiles, paused budgets, active incidents, cost summaries and two historical unpriced events. Historical recovery state is retained. - Cleanup regressions: four delayed-read baseline failures become 15 passing deadline/authority controls. No-acknowledgement and prior-error socket ownership regressions become 12 passing controls. Direct runtime/server types, maps: 35 areas / 176 IDs, diff checks and independent reviews pass. Permission/auth/reconnect policy and the 10-second setup budget remain intact. - Existing source coverage includes creation/selection/imports, pending approvals, recovery, account/lifecycle handling, mounted forms, dropdowns and E2E support. Full typechecks/tests/build/token and applicable Storybook checks pass in the recorded current CI; no duplicate suite or weakened grader. - Literal 9546 live Mac proof: ordinary Auto Codex onboarding, useful document, real completed-child callback/reply, seven successful native runs, manual follow-up and independently downloaded1,101-byte child file. Existing Legacy title edit/reload preserves execution; two real Legacy runs produce independently checked15/34-byte files. These remain historical source records. - Current literal 1c03 Mac core acceptance passes independent checks: ordinary Auto native Codex onboarding without runner override; only timeout 180 seconds/concurrency 1 saved; six successful native runs and six serialized turns (maximum overlap 1); both same-task continuity checks and five mechanical callback checks; actual rendered parent reply and exact child downloads. The useful handoff advances from revision 1 to 2. Both files are 48 bytes, SHA-256 `8b742bd4e8123a7c078f0a8d9f3449fbfa8a320d7d90be641a2818db3c53d92c` and `f42db9774fa06e804ab7d596fc8b922a2b638921c418b87d0111151d290a6afe`; exactly one byte changes and old history remains. The agent is paused with zero active runs/errors. Both artifact work products have `isPrimary=false`, and descriptive titles fail a stricter title-helper assumption; these retained results are scoped editorial follow-up, not new merge gates. Six source-bound screenshots are uploaded and verified in the private primary QA report. - [Literal 9546 managed proof](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-38485488621-1/index.html): original 19 assertions and completed judge pass, four native turns, child-bound240-byte file and session/workspace continuity. Checkout reports a verified generated target-lock mutation; full final porcelain was not retained. Signed execution-image identity remains separate from Core source. - Actual 651a Test deployment succeeds on one owned/pinned target. One ordinary Auto API-key Connect then fails native cleanup before hire. Controller turn/drain/suspend completion and service-recorded environment cleanup are observed; they do not certify physical deletion or native authority retirement. Failure/recovery/unknown holds are retained. No Legacy switch or unchanged paid retry. The two source repairs above require actual treatment. - [Current immutable Core preview](https://github.com/paperclipai/paperclip/actions/runs/38570365725) and matching DB/shared artifacts pass. One owned, pinned Test target serves exact `1c03`; identical migration history correctly skips the migrator. Ordinary Auto Codex Connect succeeds and hires native; saved native selection and QA bounds survive reload. The initial child preparation attempt fails before provider work, with actual stdout identifying `renewal_deadline`; its trigger remains unknown and the failure is retained. Normal Board **Try again** and **Resume** recover the child to Done, producing a browser-verified 44-byte file, SHA-256 `0a8458b1efcc2d7a0d815689458c4caab039a46c7c7a3e5805de6bc8b1a96ecc`. The actual parent callback reports the completed child document/file. The existing validator requires a parent-owned attachment, so recovery enters normal Review; after byte checking, normal **Approve completion** reaches parent Done. No forced status or duplicate parent file is used. The validator is unchanged from integrated and current master. Autonomous initial callback-to-Done is not proven. The same-child follow-up completes document revision 2 and publishes a second independently downloaded 44-byte file, SHA-256 `22022257300fae762784632d08d3bbe0bab61e2ce81f91864a14dcd7aa464591`; only the revision digit changes. The unchanged existing native-continuity and attachment oracles pass. All ten recorded runs are terminal: nine native successes and the retained pre-provider setup failure. The QA agent is paused with zero active runs. The pre-existing parent evidence scope mismatch is a separate follow-up, with ordinary completion review exercised rather than a forced status or relaxed validation. This unsigned Core preview remains distinct from post-merge private Cloud composition. ## Risks - Saved agents are not migrated. Explicit runner changes use normal configuration/session rules; historical runs retain their recorded execution. - Native readiness depends on verified assets and server-owned target qualification. A Legacy probe, HTTP200 or successful account save cannot prove native readiness. - Recovery exceptions remain restricted to validated completed-onboarding reports; process-loss, ownership and terminal-state safeguards remain active. Unexecuted live journeys stay open. - Linux ARM paid tasks, Windows, Alpine and 32-bit ARM remain deferred. Cold Cargo cache misses are recorded; no warm-cache speedup is claimed. - Historical invoices/physical cleanup remain unconfirmed and held. After merge, exact published npm canary, signed standard image/migrator, private composition and serving/live acceptance still require qualification. Production deployment/default promotion is not authorized. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tools, code execution and parallel agents. Exact serving snapshot and context-window size are not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used with available version and capability details - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have linked public issues or PRs above - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run the stated focused tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] All Paperclip CI gates are green on the current candidate - [x] Greptile is 5/5 with no open findings on the current candidate - [x] I will address all reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-14 11:33:02 -05:00
DottaandPaperclip	df4ee06e2f	feat(skills): select and validate tracked GitHub branches (#16288) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Skills can track a branch in an authorized GitHub repository. > - Sources previously offered only a default-branch repair action. > - People need to select a listed branch or enter a branch that GitHub has not listed. > - The server must validate the selected ref with the caller's authorized connection. > - This pull request connects the approved branch picker to production APIs. > - Installed skills remain usable while the source changes its tracked ref. ## Linked Issues or Issue Description **Subsystem affected** Skills UI, shared API contracts, GitHub source services, and agent API discovery. **Problem or motivation** The default-branch repair action does not let people choose another branch. The settings service also validates the old ref when a caller supplies a new ref other than HEAD. A missing tracked branch can prevent connection repair even when the selected account has repository access. **Proposed solution** Load a bounded branch list with the authorized connection. Mark the default branch. Search listed branches or accept a typed ref. Validate the selected ref before saving. Keep the chosen value after a load error, invalid ref, or concurrent update. Save the selected connection and branch together during connection repair. **Alternatives considered** A default-branch button does not support a named branch. A text field alone does not help people find the repository default or available branches. **Roadmap alignment** This improves the existing Skills source manager. It does not add a new skill import system. **Additional context** Refs #16066 and #16256. This is the production implementation of the approved branch-selection Storybook journeys. ## What Changed - Add an authorized branch-list endpoint and shared response/query types. Register it in agent API discovery. - Validate the requested ref, including the returned commit SHA. Preserve source leases, revision checks, project ownership, skill identities, selections, and installed versions. - Add the searchable branch picker to Sources and connection repair. Allow typed refs during branch discovery and after discovery fails. - Keep save errors in the dialog. Retain the selected branch through a concurrent source update. - Use the production components and API client in Storybook. Add keyboard, touch, loading, retry, invalid-ref, connection-repair, and concurrent-update browser journeys. - Update product documentation and the feature/access maps. ## Verification - Red/green: two new database regressions fail against the previous service and pass against the implementation. - Linux database/service suite: 85 tests passed. This includes source visibility, human/agent authorization, selected connections, immutable versions, and invalid refs. - Rebased branch and review fixes: 94 focused UI, route, branch-validation, and fixture tests passed. Two conflict-message regressions and the stale-retry fixture regression fail before the fix and pass after it. - Storybook build passed. All 26 focused browser journeys passed. - Repository typecheck and build passed. Final UI typecheck passed after the review fixes. - The full local Vitest run was interrupted when the checkout and its dependencies disappeared. It reported missing working-directory/Postgres files and worker startup errors. Its two timed-out tests pass after the checkout was restored. The complete CI suite passed on the final head, `cf5d4c8f0a`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/38571068332). One unchanged workspace timestamp test required a single rerun. Its release-minus-one-millisecond value can equal the original confirmation time. The rerun passed. - Live acceptance passed on implementation head `5dd935bf14` in an isolated macOS arm64 instance with Node 24.21.0 and an authorized private GitHub repository. The UI loaded the actual default branch, saved branch and selected connection together, and preserved the installed skill/version IDs after reload. An invalid typed ref retained the draft and showed the provider error. A valid typed HEAD ref then saved successfully. The owned runtime and database were stopped after the test. Focused unit, Linux database, and browser suites passed again after the error-handling review fixes. - Greptile reviewed final head `cf5d4c8f0a` at 5/5. Both review threads are resolved; the fresh review has no remaining findings. - Token gates and map/catalog checks passed. - Review entry points: `Skills / Project repository skills / 03 Branch selection components` and `04 Branch selection journeys`. Run `pnpm storybook` to inspect them. - Browser command: `pnpm exec playwright test --config tests/storybook-visual/playwright.config.ts tests/storybook-visual/skill-source-branch-selection.spec.ts tests/storybook-visual/project-repository-skills.spec.ts`. - Manual check: open an independent GitHub source, choose a new branch, select the default or type a ref, save, and reload. Try an invalid ref and confirm the selection remains in the dialog. For a project-bound source, change its ref in project settings. ## Risks - GitHub discovery is bounded to 100 listed branches. The default branch is always included. Typed refs remain available. - A source can change while the dialog is open. The API rejects a stale revision and the UI keeps the draft for retry. - A ref change schedules the existing refresh pipeline. Installed versions remain available until a successful refresh imports new content. - No database migration or credential storage change is required. Existing HEAD requests remain supported. ## Model Used OpenAI Codex, GPT-6 family. The serving model's exact identifier and context-window size are not exposed in this session. Used reasoning, repository tools, code execution, and browser tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-14 09:55:43 -05:00
DottaandPaperclip	c36281d639	fix(skills): repair missing branches and show grouped import progress (#16256) ... ## Thinking Path > - Paperclip lets people manage AI agents and their reusable skills. > - GitHub skill sources must keep their installed content usable during updates. > - A source can track a branch that no longer exists. > - The UI treats that GitHub error as a connection problem, so saving a valid account does not resolve it. > - Project workspaces also show the same repository several times, and long imports give little feedback. > - This pull request adds explicit branch repair, groups repository imports, and shows import progress. > - People can repair the actual problem and see when their import is working. ## Linked Issues or Issue Description Refs #16066 and #14713. This fixes the Sources experience introduced by those changes. Related adapter-source PRs #14340 and #14341 cover runtime mounting, not this source-management flow. No overlapping source-management fix was found. **What happened?** An installed source tracked `main` while its GitHub repository used `master`. GitHub returned HTTP 422. The UI showed a general read error and asked for a new connection after a valid account was saved. The project repository list repeated the same repository/ref for each project. Import had no spinner or explanation of queued work. **Expected behavior** Identify an unavailable branch and offer an explicit repair. Retain the selected connection and installed versions. Show one repository/ref row with its projects. Give immediate feedback and show the queued and active import states. **Steps to reproduce** 1. Install a source with an immutable commit and a saved tracked branch that does not exist. 2. Refresh it, or try to save a valid GitHub connection. 3. Add the same repository/ref to two legacy project workspaces and open Sources. 4. Import that repository and observe the row until installation completes. ## What Changed - Distinguish a missing GitHub revision from access denial and temporary read errors. - Validate both repository identity and the tracked revision when saving a connection. - Offer Use default branch on independent sources and in connection repair. Keep `HEAD` as the default-branch alias after refresh. Preserve skill IDs, versions and selections. - Keep active project refs under project configuration. Reject source-level changes that would alter their tracking. Recheck the ref under the source lock when project attachment races with branch repair. - Group matching repository/ref workspaces. Adopt eligible workspaces and skip pending workspaces. Keep remaining project links inside the existing source card. Allow remaining imports while another workspace is pending. - Show a spinner, busy state and queued/importing text. Keep the saved authorized account selected in connection repair. - Update shared contracts, feature/access maps, database notes and production-component Storybook journeys. ## Verification - Red/green: three local regressions failed on the original code: missing-ref classification, duplicate repository rows, and branch repair instead of another connection prompt. The changed UI/reader tests pass after the fixes. - Live local app with a real authorized GitHub credential: reproduced HTTP 422 for the unavailable branch; used the UI to restore default-branch tracking; confirmed the same connection, skill ID and single immutable version remained. - Live local grouped Paperclip import: one source, two project associations and 52 installed skills. Sources survived reload. No staging data was changed. - All 16 project repository Storybook browser journeys pass on the final head, including keyboard focus recovery after branch repair. These include branch repair, grouped imports, connection selection, recovery, removal and responsive layouts. - Repository typecheck, production build, Storybook build, token gates and 28 map/catalog tests passed. Final UI typecheck and build also passed after grouping remaining project links. - Linux qualification: all 94 focused source, project import, GitHub reader and UI tests pass with supported Node 24. No database tests were skipped. Both review findings failed before their fixes and pass after them. - The full local `pnpm test:run` attempt was stopped after macOS database suites exhausted the host shared-memory limit. The complete Linux CI matrix is the full-suite gate. The complete Linux CI matrix passes for head `f886e3ac073ec1c6f051fd6429496234f5143694`. - Greptile rates head `f886e3ac073ec1c6f051fd6429496234f5143694` 5/5. Both findings are fixed and all review threads are resolved. - Storybook: `skills-project-repository-skills-02-journeys--missing-branch` and `--duplicate-projects`. ## Risks - Default-branch repair changes the tracked branch only after an explicit user action. Existing execution version pins stay intact. - A selected connection now needs access to the tracked revision, not only repository metadata. - Grouping is by repository and ref. Project access and provenance remain separate and are checked by the existing services. - Legacy source errors contain safe text. The repair-action classifier maps known errors and treats other failures as retryable. No credentials or provider response bodies are returned. - No schema migration, workflow change, lockfile change or staging deployment. ## Model Used OpenAI Codex, GPT-6 family. The exact serving model identifier and context-window size are not exposed in this session. Tool-assisted implementation, code execution and browser 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>	2026-10-13 22:27:11 -05:00
DottaandPaperclip	b8ffeb973a	feat(runner): add experimental Grok Bot agent participation (#16219) ... ## Thinking Path > - Paperclip manages AI agents that perform work for a company. > - The shared Runner owns task admission, authority, receipts and finalization. > - An existing Grok Bot needs to receive assignments and return results through that Runner. > - The Bot also needs governed access when it starts work from its own conversation. > - This PR adds agent-purpose MCP access and routine webhook dispatch. > - It reuses the external-agent Rust Runner and keeps Grok capabilities explicit. > - The provider stays experimental until the real-client managed journeys pass. ## Linked Issues or Issue Description **Agent or provider** Grok Bot, distinct from the Grok Build coding runtime in #13882. **Why this adapter is useful** Users can assign work to an existing Bot, receive progress, questions, documents and files in Paperclip, and let the Bot initiate work under its agent permissions. **How the agent is invoked** A webhook-only routine delivers bounded references. Dedicated named-agent OAuth and MCP provide inbound calls. Setup follows [Grok routines](https://cursor.com/help/grok-bot/routines) and [custom plugins](https://cursor.com/help/grok-bot/connect-plugins). The current desktop app needs its Bot-generated Webhook URL navigation link when routine-row clicks fail. The GitHub search found related Grok Build runtime work, but no existing Grok Bot agent provider. This extends the roadmap’s existing agent, Runner, governance and artifact foundations. ## What Changed - Add default-off Grok Bot participation through the shared real Rust external backend, preserving native provider identity guarantees and distinguishing session closure from remote termination. - Bind agent OAuth to company, agent, client, gateway and authorizer; recheck permissions and task-bound execution authority without manufacturing a native identity. - Persist routine configuration, dispatch intents, authenticated acknowledgement and recovery holds. Store URL/key together in encrypted secret storage, use guarded public egress, and never automatically replay ambiguous HTTP delivery. - Reuse native tools, durable waiting, completion assessment and review. Add task-bound file grants through existing artifact storage; suppress proactive echo dispatch and synchronous result wake loops. - Enforce the current native deliverable work-mode policy at file-ticket issuance and use. Add operator retries for confirmed rejected wakes, with retained receipts, stable retry intent and current-authority checks. Recovery locks bindings before routine rows. Thread Stop resolves the selected run and its agent. - Cancel queued and preparing Stop targets before assignment creation, restore saved setup after a failed request and successful retry, and publish the Grok provider descriptor schema. Advance the versioned Copilot source declaration for the shared schema change; its qualification remains pending. - Filter task summaries with the shared privacy policy, preserve feedback admission when wake delivery is blocked, reconcile settled delivery receipts without restoring work authority, and bind every Stop control to its displayed run. Recovery records distinguish dispatch uncertainty from a revoked session. - Add resumable guided setup, credential replacement, consent, management, observed work status and stop/recovery controls, plus an interactive Storybook journey using the production task thread, question form and report card. Grok’s own apps remain available; Paperclip workspace and third-party tools are deferred. ## Verification - Five focused protocol, authorization, person MCP and Runner files: 192 tests pass. The Grok assigned-work case executes the actual Rust Runner, saves a document, uploads/deduplicates a file and reaches ordinary finalization. - Proactive intake/deduplication and renewed-session recovery pass. These use scripted clients and synthetic storage; they are not real-provider acceptance. - Repository typecheck, production build, token gates, map checks and Storybook build/catalog checks pass. The local full-suite campaign was stopped after macOS shared-memory exhaustion repeatedly prevented embedded PostgreSQL startup. No local aggregate pass is claimed. The first clean-worker CI run identified avatar fixture/configuration, flag defaults, feature-card ordering and OpenAPI route-coverage gaps; all four focused regressions pass after correction. Those regressions pass. The latest clean-worker CI run also found a Copilot source-hash declaration mismatch after the shared descriptor update; the corrected declaration passes all 28 integrity tests. The next review corrections pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner contract/integrity/history tests. The latest database fixtures were blocked at startup by host shared-memory exhaustion; clean-worker CI must execute their new regressions. Full current-head CI now passes: 54 successful checks and four intentional skips. The database regression uses the PostgreSQL driver result shape; file-policy, rejected-feedback and lock-order cases pass on clean workers. Current-head Greptile is 5/5 with no unresolved findings. - Rendered setup steps and outbound-only verification were walked through in Storybook. Simulation cannot enable Done without an authenticated-reply state. - Actual client OAuth, continued access, reconnect and one routine wake with an exact chat acknowledgement were observed separately. This candidate’s live authenticated challenge, assigned/proactive workflows, Linux managed artifact, restart and cleanup are not yet qualified. The provider stays disabled by default. - The separate Cloud ingress change forwards only exact task-bound upload/download paths and preserves host identity and header stripping. - Current Cloud policy reserves Test for pre-merge app/harness experiments; Staging accepts only master-derived revisions. Real-client qualification needs a supported, authorized deployment target and remains outstanding. ## Risks One append-only migration adds routine/dispatch state and extends shared bindings and file tickets. The unshipped migrations were regenerated after upstream consumed their original numbers. Rolling back code retains the durable rows; revoke grants and inspect unknown remote activity before resuming dispatch. Grok cannot confirm remote termination, stream its complete transcript or report spending. Plugins are account-wide and do not isolate credentials between Bots. Real-client managed acceptance remains required before enabling the experimental provider. ## Model Used OpenAI Codex based on GPT-6, with reasoning, code execution and browser/native UI tools. The exact deployment model ID and context-window size are not exposed by this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-13 20:57:42 -05:00
DottaandPaperclip	473c80d13f	Automatically import and update project repository skills (#16066) ... Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources. Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-13 16:11:43 -05:00
Nicky LeachandPaperclip	db65a0863e	Deliver durable resource lifecycle events to plugins without polling (#16203) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Plugins keep external resources aligned with Paperclip projects and agents. > - The durable resource journal stores changes, but its plugin interface requires polling. > - Project deletion has no journal entry, so consumers must scan for missing projects. > - This PR delivers committed journal events through a native plugin callback and records deletion. > - Plugins can recover unfinished work without periodic change scans. ## Linked Issues or Issue Description Related: #15343 introduced the durable inbox. #15631 added required agent lifecycle participation. This change keeps both contracts and adds automatic delivery for the resource inbox. **What happened?** Plugins must schedule reads of the durable inbox. A deleted project has no durable deletion event. Consumers must scan saved bindings to detect its removal. **Expected behavior** Core should deliver committed resource events and replay unfinished work. Empty queues should have no polling timer. Project removal should leave a durable event. **Steps to reproduce** 1. Install a plugin that consumes project lifecycle events. 2. Create or update a project. The plugin must call `listLifecycle` to discover it. 3. Delete the project. The journal has no deletion entry. ## What Changed - Add `resourceLifecycle` to the manifest and `onResourceLifecycle` to the SDK. Require `events.subscribe` and a configured, enabled company scope. - Reuse transaction-aware work signals and the delivery coordinator. Wake after commit, on startup and plugin activation, and after configuration changes. - Acknowledge only a matching successful result. Retry unfinished or interrupted work. Retain deferred events without an idle retry timer. - Wake again after successful worker configuration application, and retain failed scans through idle drain (both Apex findings fixed). - Keep ordering per resource and deliver past failed or deferred resources. Keep the manual inbox methods for existing consumers. - Record project deletion in the removal transaction. Extend the journal constraint with a generated migration. ## Verification - Apex follow-up: 129 focused worker, delivery, coordinator, and application tests passed; server typecheck passed. Regression coverage verifies configuration-application races and failed scans across idle drain. - Focused lifecycle, transaction coordinator, manifest, and SDK dispatch suites: 105 tests passed, including single-connection saves, redacted failure diagnostics, wakeups retained during idle drain, and per-event retry deadlines. - Complete SDK suite plus delivery database tests: 128 tests passed. - Shared, database, and SDK typechecks passed. Direct server `tsc --noEmit` passed against rebuilt SDK declarations. - Full local `pnpm test:run` finished with 19,491 passed, 148 skipped, and 6 failed tests across 5 files (plus two suite setup errors). This run overlapped branch updates and is not final-head evidence: failures included missing Cargo, local Git default-branch assumptions, and stale in-process lifecycle modules. Final Apex-fix commit `75d028788` passed all CI gates, including the full test shards, and received Apex 5/5 with no unresolved comments. - `pnpm -r typecheck` and `pnpm build` were attempted. Both stopped because Cargo is unavailable locally. CI supplies the Rust toolchain. - Local installation used the repository's documented lockfile fallback because master has dependencies missing from its lockfile. No dependency changes are included here. ## Risks - Delivery is at least once. Plugins must re-read current state and make external effects idempotent. - Signals are process-local, like the other delivery queues. Startup recovers committed rows. Independent database writers or multiple active server processes require an explicit ownership and wake protocol. - Apply migration `0340_open_warlock.sql` before running code that records project deletion. Earlier deletions cannot be reconstructed. - Automatic delivery selects plugins with company configuration rows. `deferred` waits for a later startup, configuration change, or other work notification. - This does not replace required agent lifecycle participation or establish that external mounts are unused. ## Model Used OpenAI Codex (GPT-6), with tool-assisted code editing, code inspection, 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 - [ ] 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>	2026-10-13 12:00:30 -07:00
4 people	0b0e53029f	fix: recover saved workspace results automatically (#15824) ... ## Thinking Path - Paperclip preserves accepted agent results before workspace copyback and result commitment. - A replaced controller can leave a physical copyback owner receipt behind. A lost database lock or expired lease cannot prove that its tar/Git children stopped. - Infrastructure recovery should belong to the runtime and deployment harness; task users should not investigate processes or attest shutdown. - New receipts record the exact deployment. The harness independently verifies that deployment fully stopped and signs a short-lived proof bound to the stack, run, owner and deployment. - The existing guarded reconciler then finishes the same accepted result without a new agent turn. Legacy receipts retain the documented administrator API after independent platform verification. ## Linked Issues or Issue Description **What happened?** An accepted native result can remain at `workspace_finalizing` with an abandoned physical copyback owner. Repeated recovery sweeps could replace specific instructions with advice to start new agent work. The first version of this PR exposed a shutdown-evidence form in the task; that asks end users to resolve infrastructure details. **Expected behavior** Automatically verify and recover the exact stopped deployment, preserve the original accepted result and existing approval/monitor waits, and show only a quiet task status. Unknown or live workers must remain fenced. Older receipts without platform identity need independently verified operator assistance through the administrator API. **Steps to reproduce** 1. Persist an accepted native result and a copyback receipt from a prior controller. 2. Replace that deployment before workspace finalization commits. 3. Let the normal finalization reconciler revisit the saved result. 4. With a platform-bound receipt and a fully stopped deployment, recovery should finish automatically. With missing, live, unverifiable or changed ownership, it must not write files or create another provider turn. Related public work: #14402 introduced copyback ownership; #9687 handles dead-run finalize barriers; #15795 handles terminal stale-run cleanup. This change addresses an accepted result whose physical copyback owner prevents commitment. ## What Changed - Record Railway project, environment, service and deployment identity on new physical copyback owners. - Request read-only platform verification from the managed cloud harness. Require an Ed25519 stop receipt with a disjoint purpose, configured signing key, exact stack/run/owner/deployment binding and valid expiry. - Keep live, unknown, malformed, unavailable and legacy owners fenced. Compare the whole prior receipt during ownership takeover, under the existing dedicated advisory lock. - Persist platform proof and audit automatic takeover. Resume normal finalization of the same saved result, preserving task ownership, approved boundaries, monitors and pending confirmations. - Remove process metadata, shutdown evidence, confirmation checkboxes and infrastructure-repair forms from task views. Suppress the duplicate technical owner-recovery card. Show “Restoring saved work…” only from server-confirmed recovery or queued operator recovery; platform identity alone shows the operator-assistance fallback. Remove the status when recovery resolves. - Share current-task, current-running-execution, accepted-result, authoritative-reviewer and newer-execution checks between automatic and operator recovery. Validate after the provider lookup, atomically with the owner claim, and again before file publication; closed or superseded tasks cannot start copyback. - Keep the separately authorized exact-owner API for operator recovery of legacy receipts, with active-lock, live-controller, stale-result and newer-execution rejection. Generic dismissal cannot bypass the copyback fence. - Replace obsolete form stories with production-backed automatic, queued, legacy, completed and mobile examples; retain stable suite IDs. Update the operator runbook and scoped Storybook catalog. ## Verification - Red/green: new platform-proof tests failed before implementation; the database takeover regression failed against the original ownership guard; reduced-UI assertions failed against the original form. All pass after the changes. - Passed: 59 physical-owner/finalization database tests using isolated PostgreSQL, including real reconciler commitment from all three saved-result phases through both automatic and operator recovery. They preserve result identity, exact saved file bytes, pending approval and overdue monitor waits, and create no new run or wake request. Unknown evidence and changed ownership remain fenced. - Passed: 162 focused proof, cloud identity, recovery route, recovery-card and reduced-UI tests. - Passed: full workspace typecheck and build, final server/UI typechecks, token gates, and Storybook build. - Browser inspection: desktop task composition shows only the quiet status; completed example removes it and retains the approval-wait message. Mobile shows the existing bottom navigation with no horizontal overflow. These are fixture UI observations, not live provider acceptance. - A companion harness change implements the actual provider check, signed receipts, server-token authentication and bounded/coalesced provider reads. Its full typecheck and test suite passed: 3,240 passed, 92 skipped, zero failures. This application alone cannot enable platform verification. - The updated full application `pnpm test:run` was stopped after repeated local embedded-Postgres startup failures; it is not claimed green. The same affected recovery suites pass against isolated PostgreSQL. CI passed on final head `9ad5c3529e`: 54 successful checks, two intentional skips, and successful legacy Snyk status. Greptile is 5/5 with no unresolved findings. - Global Storybook catalog validation is green: 225 files, 2,224 stories. Its 17 catalog/index tests pass. Master was merged and the inherited index metadata was reconciled after source review. - Review correction red/green: two UI and two database assertions reproduced misleading progress / missing server recovery state; all pass after server-confirmed state was added. All 153 focused server tests and 68 UI tests pass on the final recovery code, including repeated-sweep idempotence. Full workspace typecheck/build, token gates and Storybook build also pass. - Safety regression red/green: stale-task copyback and publication tests failed against the previous guard. The final suite covers changes during proof lookup, closed/cancelled tasks, replaced execution/checkout, newer and queued legacy runs, reassignment and rejected/unbound results, plus the real reconciler selecting closed or superseded tasks. Files remain untouched and no workspace operation starts. - No staging mutations, deployment, live provider probes or live production recovery were performed. The three historical receipts lack deployment identity and still require independent operator proof. ## Risks Automatic takeover requires the companion harness release and configured runtime-identity keys. Deploying only this application leaves unavailable evidence fenced. Legacy receipts are not retrospectively assigned a deployment identity. An authorized operator can still make an incorrect attestation through the fallback API; its administrator gate and exact-owner safeguards remain. Provider history that is missing or deeper than the bounded lookup defers automatic recovery. Copyback can still fail under its existing retained-workspace policy. No migration, telemetry change or cloud provider credential delivery is required. The companion harness PR also has passing CI and a 5/5 review; neither branch is deployed. ## Model Used OpenAI Codex, GPT-6, with repository inspection, browser verification, tool use and code execution. The exact serving model ID and context-window size were 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 and contains no internal Paperclip ticket id or instance-derived details - [x] I have run the relevant tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Paperclip <paperclip@paperclip.ing> Co-authored-by: Devin Foley <devin@paperclip.ing>	2026-10-13 10:14:45 -05:00
DottaandPaperclip	2ad36f4ff2	Fix skill source removal with a keep-or-delete choice (#16150) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - GitHub sources import skills and keep their updates together. > - Disconnect only disabled a source and kept its read-only imports. > - A disabled source could not be removed or imported again. > - Removing a source needs an explicit decision about its imported skills. > - This pull request removes the source after the user keeps editable copies or deletes the imports. > - Existing disabled sources use the same removal flow. ## Linked Issues or Issue Description Refs #15731, #14713. **What happened?** Disconnect left the repository on Sources. Its Disconnect action was then disabled. The saved repository still blocked a new import. **Expected behavior** Remove the repository from Sources. Require a choice to keep editable copies or delete its imports. Allow removal of sources that are already disconnected. **Steps to reproduce** 1. Import a repository in Skills → Sources. 2. Choose Disconnect source. 3. Observe the disconnected row and disabled removal action. 4. Try to import the repository again. **Paperclip version or commit** d67e3507b2. ## What Changed - Add one confirmation with a required keep-or-delete choice. - Remove the source and entries, including legacy disabled sources. - Keep complete editable copies in My Skills, including shared repository files and executable modes. Preserve skill IDs, keys, versions, and agent assignments. - Delete imported skills and source in one transaction with its activity record. Check policy for every linked skill, including deselected entries. Reject deletion of skills still used by agents. - Fence removal with the source revision. Reload stale confirmations and require a new choice. Prevent an in-flight refresh from restoring removed imports. - Reject incomplete legacy copies with a recovery message. Lock copied skill rows against concurrent deletion and check publication succeeded. - Add regression tests and production-page Storybook examples. Make an initially unselected radio-card group keyboard accessible. ## Verification - Workspace typecheck and build passed. Final affected server/UI typechecks passed. - Focused server, UI, and API suites passed: 114 tests initially. After review fixes, all 21 source persistence and 58 route authorization tests passed, including the complete repository copy regression; affected server/UI typechecks and token gates passed again. - Design token gates passed. - Real isolated app: imported a public repository, assigned bro to the CEO, verified that deletion reports the assignment, kept an editable copy, observed the source disappear, opened the copy in My Skills, saved an edit, and refreshed. The assignment remained. Re-imported the same repository, deleted its new unused import, and verified the original editable copy and assignment remained. No model tasks ran. - Full local Vitest was attempted but terminated with exit 137 before completion; it is not counted as a pass. Current-head sharded CI is pending. Greptile reviewed the current head at 5/5 with no new actionable comments. The final workspace build passed again. - Storybook catalog aligned. The legacy removal example was inspected in the browser; the Delete choice enables removal. - Storybook: Skills / GitHub-synced skills / Sources · Disconnect source and Sources · Remove disconnected source. ## Risks - DELETE of a skill source now requires the saved revision and an explicit copy/delete choice. Old callers must update their request body. - Deletion removes imported skills and their records. Assigned skills must be detached first. - Incomplete legacy versions must be refreshed before keeping copies; removal does not silently discard supporting files. - Copies intentionally stop receiving upstream updates. Their IDs and keys remain stable for assigned agents. - No database migration. Copy writes use new managed directories and clean up on failure. Delete restores quarantined files before releasing publication locks on failure. ## Model Used OpenAI GPT-6 through Codex, configured model `gpt-6-astra`. The runtime does not expose the context-window size. Used shell tools, code editing, tests, and browser interaction. ## 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>	2026-10-13 07:53:13 -05:00
DottaandPaperclip	f329b24ee1	feat: give tasks durable project-optional workspaces (#15749) ... Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries. Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-12 20:45:18 -05:00
DottaandPaperclip	f0e12c8519	Add managed Slack setup with an independent own-app path (#15679) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack connects a person to an agent through an installed app and a verified identity. > - Independent installations must remain usable without Paperclip Cloud or manager credentials. > - Approved Cloud deployments can use Slack manager grants to create and install each agent's app. > - Both paths should share credential storage, identity checks, recovery, and the existing runtime. > - This pull request adds gated managed setup and keeps independent app setup under Advanced. > - It also makes ongoing connection settings and personal test messages easier to use. ## Linked Issues or Issue Description **Subsystem affected** Slack setup, connection settings, tenant credential storage, and the Cloud connector handoff. **Problem or motivation** Approved deployments need an installation flow without pasted configuration tokens. Open-source users must retain their independent Slack app flow. A connection manager also needs a simple way to check a bot from Settings. **Proposed solution** Use the managed path when the instance is configured to support it. Choose agent and Connect are the two visible stops. Continue starts authorization or installation. Use your own app remains under Advanced before creation. Save personal manager grants by company, Paperclip user, Slack user, workspace, and manager app. Reuse only verified identities for test messages. Unknown identities must complete a private Slack connection challenge before linking and receiving the test DM. **Alternatives considered** A shared bot would change each agent's Slack identity. Requiring Slack CLI or a hosted service for self-hosted users would remove independent installation. **Roadmap alignment** This maintainer-requested change improves Connected Apps and experimental Agent Chat. It adds provisioning and management controls to the existing Slack runtime. **Additional context** The companion Cloud broker profile is a separate deployment prerequisite. Managed setup remains gated. Existing-app adoption is deferred. ## What Changed - Extract Slack registration, provider requests, completion, customer-owned setup, managed setup, and personal manager grants into focused services. Preserve the compatibility facade and independent removal cleanup. - Add company-scoped manager grants and a registration reference through an additive, idempotent migration after current master. Keep runtime credentials separate from app-registration secrets. - Add authenticated manager authorization, sealed handoff, serialized refresh and revocation, app creation, managed installation, and installer-bound OAuth fallback. - Preserve creation intent, block automatic uncertain recreation, save credentials before downstream checks, and validate app, workspace, bot, scopes, and installer identity. - Add the two-stop production wizard and ordered stories. Keep the own-app, manual, existing-app, and legacy-draft paths. - Simplify Settings. Open Slack configuration targets the saved app. The test-message action has its own row. Remove the old manual-avatar section, channel-message section, and broken permissions link. - Add paginated account discovery and a private connection challenge for unknown accounts. Expired invitations stop waiting and offer a new private invitation. Save send receipts before provider dispatch and preserve confirmed delivery when activity logging fails. - Reinstall the saved managed app on explicit reconnect, replace revoked credentials, and resume completion. Persist reconnect intent and duplicate-request receipts without creating another app. - Update provider browser tests, recovery tests, secret redaction, setup documentation, and the agent prompt. Preserve current master's durable verification scheduling. ## Verification - Full workspace typecheck and repository build passed on `56d389d47a`. The subsequent reconnect retry fix in `288364eada` also passed UI typecheck and UI build. - 114 focused Slack registration cases and 13 production managed-wizard cases passed, including fresh-token reconnect, retry after installation failure, and duplicate reconnect requests. - All nine affected Slack browser cases passed against the production UI and a disposable fixture server. They cover managed setup, automatic setup, own-app selection, refresh, recovery, mobile behavior, and connection settings. - Eight focused real-database test-message cases passed. They cover a private ownership challenge, saved grant reuse, account pagination, revoked and conflicting links, workspace mismatch, disabled DMs, revoked membership, audit failure, ambiguous dispatch, and secret canaries. - UI token gates and the production Storybook build passed. - Greptile reviewed exact head `288364eada5d9c114fad991ff634612639d06672` at 5/5 with no actionable findings or unresolved review threads. - The full repository test suite and current-head CI are running. Their final results will replace this line before merge. - Earlier live feature previews created two bots in the authorized Paperclip Slack workspace and reused one personal manager grant. Local managed Continue created and installed a bot without a configuration token or a separate Add to Slack action. Avatars, welcome DMs, signed callbacks, and direct replies were observed. A Settings test DM also arrived in the signed-in user's Slack account. - Earlier staging thread qualification required manual publication recovery for one bot. Current-head live qualification remains required before enabling the production default. Fixture results do not establish Slack approval behavior in other workspaces. ## Risks - Personal manager tokens can create apps. They stay in scoped vault entries. The manager client secret stays at the broker. Company, actor/session, origin, and app identity checks apply throughout setup. - The additive migration must also work on qualification instances that applied earlier branch migrations. Table, column, index, and constraint creation is idempotent. - Creation and message timeouts can leave uncertain outcomes. Saved request IDs prevent automatic duplicate dispatch. - Unknown Slack identities must receive and complete their private challenge while signed in. Account selection alone does not grant Paperclip permissions. Existing revoked or conflicting links are not overwritten. - A development-only manager transport uses an explicitly configured private credential file for local qualification. Production ignores this transport; no manager credentials are bundled with open source. - Managed rollout requires Slack approval, the companion broker deployment, configured secrets, and final live qualification. Removing a connection does not delete its Slack app. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser tools. The session does not expose the exact serving 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 - [ ] 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>	2026-10-12 15:34:02 -05:00
Dotta	a9830414c7	Preserve repository dependencies when importing GitHub skills (#15731) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its Skills library imports reusable instructions from GitHub. > - Some skills depend on shared files and sibling skills outside their folders. > - Directory-only imports lose those dependencies. > - This pull request keeps repository files together and lets users select which skills appear in the library. > - Agents receive the original files and paths through the existing skill delivery system. ## Linked Issues or Issue Description Refs #14713. Related: #13656. **Current behavior** GitHub imports copy independent skill directories. Shared scripts, policies, helper skills, and credit files can be omitted. One shared-file error can block every skill. **Proposed behavior** New imports keep repository files together at the scanned commit. Show all skills with their folders and select every skill by default. Collapse individual package files. Omit unsupported or oversized files with a warning. Import available content without repair choices or an extra confirmation. Keep warnings on the saved source. **Reason and benefit** Skills can read their shared repository files after Paperclip delivers them to an agent. Original instructions stay unchanged. Users can inspect included files and understand omissions before and after import. ## What Changed - Store immutable company-scoped repository snapshots and associate them with skill versions. Regenerate the migration after merging master. - Preserve original bytes, binary encoding, and executable modes. Shared-file changes version each usable selected skill. Pinned versions retain their original files. - Deliver a discovery wrapper with the original tree under `.paperclip-repository/`. Preserve invocation policy when present. Fork and create-from-existing retain repository files. - Keep repository files together for new UI imports. Show every skill, select all by default, and collapse package files. Remove the packaging-mode menu. Keep the mobile import footer visible. - Warn about symlinks, submodules, oversized files, missing references, and invalid optional manifests. A malformed skill remains selected with a Needs setup warning. Usable skills still publish, and its original file remains repository support content. Source warnings persist through refresh. Unsafe execution and secret-disclosure findings omit the affected files before snapshot publication. - Expose saved repository files in the installed skill viewer, including binary encoding and executable flags. Reads use the immutable company-scoped snapshot; relative instruction links resolve from their original repository directory. - Audit delivered inventories and derive trust from all repository files. Accept evaluation prose while retaining dynamic-execution findings. Read blobs in one bounded Git batch and check budgets before reading support files. Imports never execute setup commands. - Add scanner, database, delivery, UI, and browser regressions. Update Storybooks, screenshots, and documentation. ## Verification - 69 focused scanner, Git snapshot, delivery, and PostgreSQL lifecycle tests passed. They cover partial imports, warning persistence, missing references, binary files, executable modes, copies, pinned versions, cancellation, company isolation, and batched Git reads. - 110 import, skill-detail, selection-tree, saved-file link, and Markdown renderer tests passed. A file-switch regression failed before the resolver fix and passed afterward. Browser walkthroughs cover the all-selected open tree, repository preview, non-blocking warnings, missing references, setup problems, warning persistence, and mobile layout. - Full workspace typecheck and build passed. Runner E2E TypeScript checks and design-token gates passed. The full serial local suite was attempted and stopped after over an hour. The existing 40,000-file Git streaming stress test failed after 303 seconds on macOS; the broad local suite is not counted as passed. All 55 applicable PR checks passed on the final commit, including the full sharded CI suite. Two optional Storybook workflows were skipped; the five local Storybook walkthroughs passed. - On October 12, live campaigns imported the private Poteto repository through the production GitHub Sources UI, selected architect and bro, and invoked them with native Codex on local and Daytona. The source connection was disabled before invocation. Independent filesystem inspections matched every supported Git blob, size, and executable mode. Both tasks completed and cleanup passed. Campaigns: `local-2026-10-12T15-07-39-504Z` (both environments), `local-2026-10-12T16-08-39-682Z` (local), and `local-2026-10-12T16-03-33-938Z` (Daytona). Each of the two selected skills received all 234 supported repository files. Later changes only affect the installed-file viewer and documentation. This qualifies skill delivery and instruction reads, not every Poteto workflow or adapter. - A manual source-checkout test drive imported a synthetic private GitHub repository with a symlink, an oversized file, a missing reference, and malformed skill metadata. Available skills published with their shared checklist. The walkthrough found duplicate warning text after import; the final UI fix removes that duplicate. The file viewer exposes saved repository dependencies and resolves authored relative links without changing the instructions. A follow-up live refresh omitted unsafe helper files with warnings, preserved every safe file byte, and survived a server restart. Screenshots below use the production UI with Storybook fixtures. They do not replace the live GitHub and runtime checks. <details> <summary>All skills visible and selected by default</summary>  </details> <details> <summary>Import stays available with warnings</summary>  </details> <details> <summary>Repository file inspector</summary>  </details> <details> <summary>Mobile import</summary>  </details> ## Risks - Each selected skill carries a repository copy in the runtime. The database stores each snapshot once. Runtime transfer and storage increase with the number of assigned skills. - Runtime budgets remain: 9,990 repository entries, 1 MiB per file, and 61 MiB total. File omissions are recorded as warnings. Source-access or download failures retain installed versions. - Import success does not prove that every skill can run. Environment dependencies, credentials, delegation tools, and schedules still need configuration. Imported setup scripts are not executed. - Live runtime coverage is native Codex on local and Daytona. Other adapters use the shared delivery path but were not exercised in these campaigns. The roadmap marks Skills Manager as shipped. This extends the existing importer. Related pull requests were checked. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code execution, automated tests, and browser tools. The exact deployment identifier and context-window size were 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 - [ ] 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	2026-10-12 11:30:20 -05:00
DottaandPaperclip	a7dd5284b5	feat: add company fast-response acknowledgements (#15748) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Human messages start agent work through task, chat, and external-channel intake. > - Agent startup can delay the first visible response. > - A small direct model call can acknowledge the request while normal work starts. > - This response must remain separate from evidence that the agent answered or completed work. > - This pull request adds optional company-wide fast responses with durable receipts, access checks, and cost accounting. > - Users receive prompt acknowledgement without changing the agent execution path. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: database, shared contracts, server orchestration, connections, and UI. **Problem or motivation** Users can wait for an agent to start before they receive a contextual response. Generic progress messages do not confirm what the user asked. An acknowledgement must not falsely complete work or satisfy an unanswered turn. **Proposed solution** Add a disabled-by-default experimental fast-response model using an existing shared API connection. Generate one short acknowledgement for each accepted human turn. Use the existing agent identity and external publication outboxes. Retain platform provenance and account for the inference independently. **Alternatives considered** Running the acknowledgement through the agent runtime adds startup latency. Restricting implementation to OpenRouter leaves other existing API connections unsupported. This change supports all existing API connections and uses OpenRouter for live verification. **Roadmap alignment** This extends existing agent communication and connection settings. ROADMAP.md and open pull requests were checked. No duplicate fast-response implementation was found. The maintainer supplied the feature plan directly. ## What Changed - Add Experimental fast responses to instance settings. Keep the feature off by default. Enforce the flag at intake, dispatch, and publication. - Move Decision model and Fast response setup to company Settings → Connections when the experiment is enabled. Place Connections below Environments. Separate the model sections with clear headings and a divider. Keep Decision model in General when the experiment is off. Route Costs setup links to the available settings page. - Make the acknowledgement prompt a multiline template string. Ask for a brief, positive response in the user’s language. - Add settings, connection/model selection, sponsorship, fixed-sample testing, and Costs history. - Add a Vercel AI SDK text service for existing native, routed, Bedrock, and local API connections. - Add durable per-turn requests, a bounded worker, a three-second admission deadline, and one inference attempt. - Integrate task creation, task and agent chat, steering, queued follow-ups, experimental board chat, shared chat intake, and email. - Preserve receipt provenance and exclude receipts from completion, recovery, interaction resolution, and agent wakeups. - Recheck authorization, source validity, real replies, budgets, and destination binding before publication. Preserve accounting for suppressed or uncertain outcomes. - Add provider contracts, database race tests, channel outbox tests, UI tests, Stories, and documentation. Keep decision-model execution unchanged. ## Verification - Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after rebase. The UI typecheck and build also pass after the final navigation fixes. All 37 focused navigation tests pass. The first full local `pnpm test:run` invocation reported seven chat failures. All seven passed in isolated reruns after fixture updates and host cleanup. This invocation was stopped after the full final-head CI suite passed. - Initial local database tests hit macOS shared-memory exhaustion. A diagnostic confirmed `shmget: No space left on device` with the system limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were reclaimed. The isolated rerun passed all 31 fast-response and channel tests. The two additional Slack regression cases also passed in a separate rerun. No active database was stopped. - UI token gates pass. Provider contract tests cover all supported API connection types. Fast-response tests cover uniqueness, authorization, budgets, expiry, cancellation, restart, real-reply races, and the experimental flag. - The test drive verified that disabling the experiment hides Connections and redirects its direct URL. Enabling it restores the saved OpenRouter setup. After restart on the final commit, the OpenRouter settings sample returned “Sure, I’ll take care of fixing the border around the settings panel.” in 428 ms. It used 260 input and 31 output tokens and recorded $0.0000576 in reported cost. - Earlier live OpenRouter verification produced a receipt in 1.013 seconds for a new task. The real agent then supplied its substantive answer. A separate settings test took 1.34 seconds, used 246 input and 23 output tokens, and recorded $0.0000361. - Live Slack verification on final commit `24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial task and a follow-up in a disposable bot DM. The initial acknowledgement appeared 2.405 seconds after the Slack message and 1.413 seconds after durable acceptance; the follow-up appeared in 2.322 seconds and 1.160 seconds respectively. The recorded generation/settlement durations were 898 ms and 697 ms. The initial call used 291 input / 39 output tokens and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035. - The Slack acknowledgements retained the assigned agent identity and `origin: fast_response`, source-turn references, and no fabricated run ID. A status snapshot after the initial receipt showed the task still `in_progress` with its real execution run. The agent then read the CSV fixture and correctly reported two ready items, two blockers, and their owners. Both replies stayed in the originating DM, and no duplicate generic working message followed the delivered contextual acknowledgements. The `new` command started a fresh conversation session without generating a fast response. - An earlier eligible Slack turn generated a response but suppressed publication. Its reported cost was retained, generic progress remained, and the real agent completed the requested result. This is recorded separately from the two delivered acknowledgements; the history did not expose a precise suppression reason. - Slack verification used real signed provider events, the existing intake/publication paths, and a user-approved temporary webhook-only HTTPS tunnel. Subscriptions were limited to direct-message events. The test bot was paused and the tunnel stopped afterward. Live channel/group-thread and GitHub journeys remain unverified; their mocked tests cover intake, destination binding, publication, and continued underlying work. - Greptile reviewed final commit `24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review findings are fixed and all threads are resolved. [Final-head CI run](https://github.com/paperclipai/paperclip/actions/runs/38060015730) passed. This includes grouped server/chat/workspace tests, serialized suites, runner checks, browser journeys, typecheck, build, release registry, policy, and the canary dry run. - Manual check: enable Experimental fast responses. Open company Settings → Connections. Select a shared API connection and model. Save and use Test response. Submit a task message and confirm that its receipt does not complete the task. ## Risks - The migration adds receipt and configuration tables plus accounting references. It uses idempotent statements and follows the current migration sequence. - A slow provider, authorization change, or real-agent reply can suppress an acknowledgement. Existing progress feedback remains available. - Unknown provider billing retains a reservation until reconciliation. External deliveries with uncertain outcomes must not be blindly repeated. - Live Slack initial-task and follow-up DM journeys pass. Live Slack channel/group-thread and GitHub journeys remain unverified. The PR remains a draft and records these gaps. Final-head repository CI and automated review pass. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser interaction. The runtime does not expose an exact model snapshot ID or context-window size; these are not asserted. ## 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>	2026-10-10 13:09:17 -05:00
DottaandPaperclip	3ec7309d91	feat(voice): add experimental Speko task connection runtime (#15727) ... First PR: runtime. UI: #15728. Qualification: #15729. ## Thinking Path > - Paperclip manages agent work through tasks and governed connections. > - Chat connections already bind external conversations to those tasks. > - Speko handles voice and telephony, while the selected Paperclip agent does the work. > - A call needs durable session authority, ordered follow-ups, and safe result delivery. > - This PR adds an explicit voice transport to the existing connection runtime. > - The UI and qualification suites follow in linked PRs. Speko stays experimental. ## Linked Issues or Issue Description **Problem or motivation** Phone and browser voice conversations cannot use the chat connection task lifecycle. A separate voice runtime is needed to preserve task authority, retries, and reply history. **Proposed solution** Add company-scoped voice sessions, signed callbacks, durable replies, inbound intake, and an agent-facing outbound-call tool. Reuse existing tasks, queues, secrets, and publications. **Roadmap alignment** This extends the experimental chat connector entry points under Agent Chat and Connected Apps. The project owner requested this feature. Refs #11418 for the original provider catalog proposal. This implementation uses the newer chat connection infrastructure rather than an MCP catalog-only integration. Refs #15721 for remote OpenCode startup. ## What Changed - Add additive voice schema, shared contracts, session APIs, and provider callbacks. - Bind browser, inbound, and outbound sessions to an endpoint, task, and selected agent. - Add low-trust guest intake in an explicitly selected sandbox and keep ordinary approval rules. - Submit task work through session-scoped tools and push approved replies through Speko POST /v1/calls/{id}/messages. - Distinguish provider acceptance from confirmed spoken playback. Reconcile reports without downloading recordings. - Add protocol, migration, persistence, provider, and delivery-diagnostic tests. ## Verification - Master 3389bea708 is integrated. Database/shared builds, server typecheck, migration upgrade/replay checks, and 46 communication-guidance/provider/protocol tests passed. - The final persistence suite passed 85 real-database tests. Five focused native continuation/authorization regressions passed. Five callback ownership/rotation tests passed after the last runtime repair. - Review repairs cover reconnect ownership, current caller authority, duplicate delivery, multipart answers, task-page answers, guest question handling, and saved sandbox recovery. - A real OpenCode/OpenRouter DeepSeek task ran in Daytona and saved a correct disk-space answer. This did not establish live-call playback. - Full local typecheck/build passed before the final repairs; focused typechecks passed after them. Latest-head CI runs the repository gates. - The separate integrated browser qualification passed two journeys and failed browser answer retrieval. The feature remains experimental. The report in #15729 records this failure and outstanding real-provider acceptance. - No lockfiles are included. Speko migrations follow master as 0324–0330. ## Risks - Voice sessions add migrations and provider-dependent lifecycle behavior. Migrations preserve existing chat and AI transports. - Callback origins must be reachable HTTPS. Provider keys and signing secrets remain vaulted. - Unverified callers receive task-scoped low-trust authority. Caller ID does not grant private task access. - Outbound telephony incurs provider charges. Provider acceptance is not proof that the caller heard an answer. - Keep the feature behind the existing experimental chat setting until the real browser, inbound, outbound, and delayed-result acceptance matrix passes. ## Model Used OpenAI Codex, GPT-6, with tool use and code execution. 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 - [ ] 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>	2026-10-09 21:54:11 -05:00
DottaandPaperclip	ed2c22ea8c	feat(connections): simplify dedicated GitHub App setup (#15416) ... ## Thinking Path > - Paperclip manages agent work and the tools each agent can use. > - GitHub bots need their own App identity and restricted repository access. > - Manual App configuration and repeated setup gates make that connection hard to finish. > - GitHub can create an App from a manifest, but people must approve creation and repository access. > - Each Paperclip stack should own configuration, credentials, signature verification, and task admission. > - This change uses Cloud as an encrypted callback and event gateway, then completes setup in the stack. > - GitHub review bots have their own experimental setting. Chat connector opt-in does not control them. ## Linked Issues or Issue Description **What existing behavior does this improve?** Dedicated GitHub App setup, bot settings, and task-scoped GitHub replies. **Current behavior** Users must configure an App, copy credentials, repeat repository selection, and complete manual verification gates. Review settings are hard to scan. Mentions in descriptions can be missed, and automatic completion text can produce an extra GitHub comment. **Proposed behavior** Choose an agent and connect GitHub under a personal account or organization. GitHub asks for creation and installation consent. Paperclip resumes the same draft, stores secrets locally, imports access, verifies delivery, and opens Settings. Each accepted request has one editable App-owned comment for progress and results. Review assessments produce deterministic checks for the reviewed commit. **Breaking changes** GitHub bots require their own default-off experimental opt-in. The setup-method and delegated-agent screens are removed. Per-person automatic-run flags remain readable but are replaced by author filters. Existing connections, direct webhooks, saved restrictions, and manual existing-App recovery remain supported. Companion gateway: https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The roadmap and related PRs were checked; no duplicate dedicated-App wizard was found. ## What Changed - Add an independent **GitHub review bots** setting across the catalog, routes, identity admission, and task controls. Existing bots continue running when the UI setting is off. - Replace setup with Choose agent and Connect GitHub. Support personal and organization owners, inline low-trust conversion, saved drafts, known organization suggestions, automatic completion, and same-App recovery. - Keep manifests, OAuth PKCE, credential exchange, vault storage, installation verification, and original webhook-signature validation in the stack. Use the Cloud sealed gateway for public callbacks and outbound local delivery. - Add resumable owner metadata in migration 0323. Retry a failed registration renewal through the same durable replacement rather than creating another App route. - Support authorized mentions in issue and PR bodies, comments, inline comments, and review summaries. Preserve attachments, edited-source identity, duplicate protection, and lifecycle invalidation. Filter requests explicitly addressed to another connected bot. - Give agents task-scoped review, comment, and update tools. Update one working comment through progress and final output. Close coalesced requests and recover delayed acknowledgements, including deleted earlier working comments. Preserve automatic replies for legacy connections without saved review configuration. Preserve partial publication evidence and quarantine uncertain automatic fallbacks without blocking Board messages or questions. - Reorganize Settings and Access with rich slash-skill instructions, numeric passing scores, clear automation controls, formal-review tooltips, member and contributor sections, and verified App branding links. Preserve invalid score drafts and automation choices across tabs. - Paginate repositories in 20-row batches with search and a true connection-wide toggle. Batch verification at GitHub's 500-ID token limit. Keep saved repository overrides while hiding their editor. - Give each review a detail URL that remains usable beyond the newest 100 records. Synchronize the manager OpenAPI contracts and add recovery, authorization, UI, and browser regressions. - Reconcile the current master branch and retain its agent avatar, feature catalog, and extracted heartbeat preparation code. Preserve a saved test-drive port and recover from an occupied high port. ## Verification - Focused UI, independent experimental-setting, and CLI tests: 199 passed. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` passed. The broad local Vitest attempt was interrupted after resource timeouts and stale expectations; the affected regressions passed focused reruns. The latest-head full CI matrix passed, including all browser shards, server/chat suites, builds, typechecking, canary packaging, and Docker context integrity. A Docker Hub 429 required a CI retry; it passed without changing the code. - Final review repairs: 127 attachment/event tests and server typecheck passed. All 13 final integration regressions passed under the normal CI timeout, covering legacy reply compatibility, deleted coalesced comments, inline-only review completion, progress edits, and native final recovery. Restart-safe description/review attachments passed the attachment suite. - Final regressions: four reply/lifecycle tests, both native GitHub wait tests, 171 feature-gate/reply-contract tests, the routed review preview, and five scheduler/reply regressions passed. The final fixture repair also passed all six setup-continuation cases and all three complete chat-test shards in CI, covering terminal receipts and retries under the normal CI timeout. One loaded-host receipt run exceeded its local timeout; the exact case passed in an isolated rerun and the complete CI shard. - GitHub integration tests cover personal and organization setup, retry recovery, edited mentions, attachment provenance, coalesced requests, delayed acknowledgements, partial review writes, old review URLs, and company boundaries. - Browser qualification: both GitHub journeys, all five provider setup/management journeys, and the GitHub uncertain-send recovery journey passed. GitHub setup, reconnect, and task replies run with chat disabled; chat enabled alone cannot expose GitHub bots. The disposable qualification database was removed after testing. - Earlier live qualification verified App-owned issue replies, native slash-skill invocation, progress comment edits, and a 5/5 PR review with a passing current-head check in the dedicated permissions-smoke repository. These live checks did not use personal credentials as bot execution authority. ## Risks - Deploy the merged Cloud gateway protocol before the stack update. Each callback and encrypted event must retain the original instance and tenant binding. - Migration 0323 uses idempotent column additions for test installations that already applied the earlier draft migration number. - A verified connection does not prove runtime isolation or a completed review. Runtime checks remain separate. - Required merge checks must be configured in GitHub. A passing numeric score does not formally approve a PR; approval and request-changes tools remain opt-in. - Existing-App credentials cannot silently renew an uncertain manifest exchange. Recovery preserves the existing App, draft, connection, and agent. - Repository changes save immediately. Global toggles affect all currently available repositories, including unloaded rows, without granting new installation access. - A failed or uncertain tool write suppresses automatic fallback text; the governed outbox retains its evidence. Deleted or replaced response comments are not recreated through a personal credential fallback. - GitHub logo upload remains an optional human action in GitHub App settings. Runtime provisioning, delegated setup, screenshot publication, and production push delivery remain deferred. ## Model Used OpenAI Codex, based on GPT-6, with tool use and code execution. The exact runtime model identifier and context 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 references) - [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 (focused suites; complete test matrix is checked in CI) - [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>	2026-10-09 17:01:20 -05:00
DottaandPaperclip	5cf90417d6	fix(ui): confirm cancellation from monitor cards (#15735) ... ## Thinking Path > - Paperclip helps people manage AI agents and their tasks. > - A task monitor schedules a later agent check. > - The monitor card shows when that check will run. > - The card has no direct control to cancel the monitor. > - This change adds an X button and a confirmation dialog. > - The operator can stop the scheduled check from the card. ## Linked Issues or Issue Description **What existing behavior does this improve?** The monitor card on the task page. **Current behavior** The operator must open task properties to clear a monitor. **Proposed behavior** Select the X in the top right of the card. Select Keep monitor to leave the schedule in place. Select Cancel monitor to remove the scheduled check. **Reason and benefit** The operator can cancel the monitor where its schedule is shown. Confirmation helps prevent an accidental cancellation. **Breaking changes** None. The change uses the existing task update API. ## What Changed - Add an accessible X button at the top right of the monitor card. - Confirm cancellation before the task update. - Keep the dialog open with an error if the update fails. - Preserve the other execution policy settings and refresh the task after success. - Reject stale policy writes under the task row lock with an optional expectedExecutionPolicy snapshot. - Document the snapshot field and add a database test for stale cancellation. - Restrict snapshot requests to policy-only edits before execution-control actions. - Add seven route tests for rejected mixed requests and absent policy updates. - Keep automatic retry waits separate from monitor cancellation. - Add component and task page tests. ## Verification - `pnpm check:token-gates` passed. - Monitor banner and task page tests passed: 199 tests. A targeted database test and seven route tests also passed. - UI typecheck and production build passed. - Open a task with a scheduled monitor. Select X, then Keep monitor. The schedule must remain. - Select X, then Cancel monitor. The card must disappear after the update. - Local full build reached the Rust runner build but could not complete because Cargo is absent. CI must verify the full build. - Full repository typecheck, build, test suites, and E2E checks passed in CI for the final commit. Local full checks were limited by missing Cargo and workspace memory. ## Risks - Low risk. Cancellation uses the existing company access checks and activity log. - A cancelled monitor no longer wakes the agent. The dialog explains this effect. ## Model Used OpenAI Codex, GPT-6. The runtime does not expose a more specific model ID or context window size. Used code editing, shell commands, and 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>	2026-10-09 16:38:04 -05:00
DottaandPaperclip	b6b3cb3761	Fix unavailable workspace branches with an inline repair and retry (#15726) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Isolated workspaces must resolve a starting Git ref before an agent starts. > - A task can explicitly select a branch that the repository does not have. > - The current recovery notice calls this a missing secret and offers no branch repair. > - This pull request explains the branch failure and adds a task-scoped repair action. > - Operators can correct the branch and request a guarded retry from the task thread. ## Linked Issues or Issue Description Related: Refs #11892 added unresolved-ref recovery. Refs #15719 added bounded failure diagnostics. This change uses that recovery path and adds its operator repair UI. **What happened?** A task that selects `main` in a repository with only `master` stops before the adapter starts. The task shows a missing-secret message and a generic retry. Repeating the run cannot fix the stored branch setting. **Expected behavior** Explain that the starting ref could not be resolved. Offer a verified repository default, or let the operator enter a branch. Save only the task's starting branch and retry its recorded owner through the existing admission gates. **Steps to reproduce** 1. Create an isolated-workspace task in a repository with `master` and no `main`. 2. Set the task's base ref to `main` and assign an agent. 3. Wait for the configuration failure. 4. Use the inline branch repair and confirm the agent completes in a worktree based on `master`. ## What Changed - Replace the missing-secret diagnosis for unresolved workspace refs. Keep uncertain fetch/access failures described as uncertain. - Read the remote's advertised default branch with the existing Git credentials and a bounded timeout. Do not guess or silently change the branch. - Add an atomic branch repair to the existing recovery resolution endpoint. Check company access, board runtime permission, incident identity, current owner, task/project state, dependencies, interactions, approvals, budget, and active execution before requesting a retry. - Preserve the effective inherited workspace setup when saving the task branch override, and attach one repair notice per failed run even when the incident is reused. - Bind the shared repair card to the exact recovery notice and failed run in both task-thread renderers. Validate branch syntax and prevent duplicate submissions. - Add Storybook examples, regression tests, and a documented local acceptance fixture with a real Git repository and process adapter. ## Verification - Red/green regressions cover the repair endpoint and preservation of inherited agent setup. The regression failed before each fix and passed afterward. - Focused integration suite: 162 tests passed; task-thread/card suite: 230 passed. After review refinements, all 13 repair-route tests, 10 card tests, 77 recovery-action tests, and the repeated-failure heartbeat regression passed locally. - Real browser acceptance passed for suggested-branch and custom-entry repairs. Invalid syntax left the task blocked. Both valid repairs ran the authenticated worker in a real isolated worktree and reached Done; reload preserved the result. - Repeated failures reused the recovery incident and retained an actionable notice on the latest run. The inherited-setup journey verified the provisioned file, agent branch template, worktree parent directory, and actual Git commit before completing. [Before/after screenshots](https://github.com/paperclipai/paperclip/pull/15726#issuecomment-6088734666). - Full local typecheck and build passed; server typecheck passed again after review fixes. Token gates passed. - The monolithic local Vitest run was stopped after resource-contention timeouts and stale assertions. Targeted regressions were rerun; the full CI matrix passed on final revision `26c543ff490bec29ddc77a49ee532c7f84fb96dc`. One signoff E2E worker-cancellation failure passed on a rerun without code changes. The two opt-in Storybook workflow jobs were skipped; the Storybook journey was checked manually. - Repeat the live journey with `tests/e2e/workspace-base-ref/README.md`. Storybook examples use simulated callbacks and are not the live acceptance proof. ## Risks - Default-branch discovery can add up to 10 seconds to an unresolved-ref failure. Lookup failure leaves manual entry available. - A valid branch name can still be absent or inaccessible. The retried workspace preparation remains authoritative and can block again with new evidence. - Retry remains subject to normal admission gates. The repair changes only the task override; it does not alter project or agent defaults. - No database migration or new dependency. ## Model Used OpenAI GPT-6 through Codex, with tool execution, repository analysis, and browser testing. The exact serving variant 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>	2026-10-09 15:56:14 -05:00
DottaandPaperclip	3fc64c5156	feat(slack): add Require at-mention setting (#15612) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack messages can create tasks and continue existing tasks. > - A reply in a subscribed thread can start agent work without a new mention. > - Some users want to control each reply with an explicit bot mention. > - This pull request adds a Require at-mention setting to Slack app settings. > - The setting checks new messages and queued messages before they start work. ## Linked Issues or Issue Description **What existing behavior does this improve?** Slack app settings and the rules that admit inbound messages. **Subsystem affected** Server, UI, database, and shared API contracts. **Current behavior** After the bot joins a thread, an ordinary reply can wake the agent. Direct messages do not need a bot mention. **Proposed behavior** Add Require at-mention below Allow direct messages. When enabled, each channel message, thread reply, and direct message must mention the bot. Direct messages must also be allowed. **Reason and benefit** Users can prevent ordinary conversation from starting agent work. **Breaking changes** New Slack connections require a bot mention by default. Existing connections keep their saved setting. Work that has already started is not cancelled. **Additional context** A search for existing at-mention PR titles found no duplicate. ## What Changed - Add the endpoint field, schema validation, API response, and UI toggle. New Slack connections enable the setting. - Add an idempotent database migration and generated metadata. Renumber it to 0321 after current master. - Check the current setting at inbound admission, task mutation, and the first heartbeat queue claim. - Keep Slack tool access and recovery for already-running work when the setting changes. - Cancel queued batches that contain an unmentioned input, including coalesced messages. - Dispatch promoted follow-ups after the scheduler releases its agent start lock. Preserve these checks in the new queue and run-control modules. - Filter unmentioned messages without retaining their content. - Keep provider-message deduplication and existing access checks. - Add thread, DM, duplicate-delivery, queued-message, and new-connection default regression tests. - Document the setting and its scope. ## Verification - Previous head `16791bb7`: typecheck, build, all server shards, Runner checks, and E2E passed. Two chat shards failed in three fixtures that used unmentioned Slack messages. - Update setup follow-ups to mention the Slack bot. Disable the mention rule explicitly in the callback ordering test, which tests ordinary subscribed replies. - Previous local checks passed: six Slack integration cases, all 46 durable chat scheduler tests, all 24 queue/run-control tests, migration safety, and UI token gates. - Greptile reviewed `16791bb7` with 5/5. All review threads are resolved. - Head `53163c20f`: all five focused integration cases passed. These cover all three prior CI failures and both default-on channel/DM cases. Fresh CI and Greptile are running. - Full local recursive typecheck, build, and repository tests were not repeated for this fixture-only change. CI supplies these checks. - Manual check: create a Slack connection. Require at-mention must be on. An ordinary thread reply or DM must not wake the agent. A bot mention must wake it once. Disable the setting and confirm ordinary replies work again. ## Risks - The migration adds a non-null boolean with a false default. Apply it before the new server runs. - The setting also applies to DMs. The UI help text states this. - Enabling it blocks queued unmentioned work but does not cancel a run that has already started. - Full local verification is limited by the environment constraints above; latest-head CI must pass before merge. ## Model Used OpenAI GPT-6 (Codex agent), with reasoning, tool use, and code execution. The runtime does not expose a more specific model version 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 - [ ] 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>	2026-10-09 14:03:02 -05:00
Nicky LeachandPaperclip	2dd9811e8b	Own agent hiring and termination in a lifecycle module (#15631) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Agent creation, approval, pause, and termination change whether an agent can work. > - These changes currently use separate service and database paths. > - Some agents need setup after their record exists and before their harness can run. > - This PR adds one module that owns those state changes and their transactions. > - The module records progress and retries incomplete work after a server restart. ## Linked Issues or Issue Description **Problem or motivation** A hire can become active before its execution environment is ready. Direct agent state writes also bypass one common lifecycle boundary. Termination does not have a durable step for resource cleanup. **Proposed solution** Use agent lifecycle commands for hiring, approval, pause, resume, and termination. Keep proposed hires pending until approval. Prepare each approved hire, test its saved harness configuration, and then permit work. Wait for required plugin work before completing a step. **Alternatives considered** A general database commit hook would expose transaction details to callers. A timer alone would delay each new hire. This module owns each command transaction and starts its worker after commit. A periodic scan recovers work after a process stops. **Roadmap alignment** This change adds the lifecycle boundary for the existing agent and plugin systems. It does not add a user interface or a provider implementation. It replaces the lifecycle delivery approach in #15391. Related proposals include #11475 and #13099; this change does not add their external executor protocols. ## What Changed - Add durable approval, preparation, verification, pause, resume, stop, and cleanup states. - Keep agent creation, lifecycle state, configuration writes, and agent record deletion behind `modules/agent-lifecycle`. Keep validation, credential rules, reads, onboarding, invitations, general approvals, and company data deletion in their services. - Commit a hire before the remaining onboarding or invitation work. Serialize requests with the existing dedicated database connection helper. Reuse the hire after a failed attempt. - Keep accepted work in the run queue during setup. Require execution and cleanup evidence before completing pause or termination. - Retain the original credential owner when approving migrated hires. - Start lifecycle work after each command commits. Use database leases and revision checks for retries and late results. - Add a generic required plugin method and capability. Store the required plugin IDs for each agent. Track host and plugin completion separately. - Keep harness verification and credential rules in services. Supply their results to lifecycle through explicit ports. Reject failed logins and incomplete probes. - Remove reverse imports from lifecycle adapters into services. Share record queries and validation below both layers. - Use one hire decision path for agent IDs and approval IDs. Resolve the approval and agent change in one transaction. Expose policy reconciliation on the command object. - Save configuration and verification invalidation through one module operation. Ordinary commands own their transaction. Restrict the shared transaction integration to its listed callers. Reject identity, company, accounting, timestamp, and unknown fields. - Require completed termination before deleting agent records. The company deletion service calls the module through a separate deletion interface. - Save an approved secret before applying its agent binding. A failed binding leaves the secret approved. A retry reuses it. - Remove old permission and metadata export files. Move hire configuration rules out of lifecycle persistence. - Report failed worker steps and scans with operation context and known error codes. Omit provider messages, stacks, and configuration values. Document ordinary application use and extension rules. - Recover expired native owners only after execution stops. Retry cleanup of failed retained leases. Wait for setup in the live smoke script. - Keep manual, budget, and company pause reasons separate. Guard execution status writes with the ready state. - Add a migration, boundary checks, regression tests, and a lifecycle guide. Keep the current UI. - Limit periodic policy checks to 100 eligible agents per minute. Continue from the last agent ID. Exclude pending hires and agents in termination or a final state. Keep explicit company and budget updates immediate. ## Verification - Latest head `ccc3c86b0` aligns the shared status update schema with the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2 CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile comment is fixed. CI is running; no new Apex review was requested for this small fix. - Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test uses the shared 90-second timeout from master; the older timeout commit was removed. The affected backup test passes. - Agent budget edits now pass the target agent ID through enforcement. All 50 affected tests, server TypeScript, and 11 boundary tests pass. Both configuration update paths have regression coverage. CI is running on the latest head. No new Apex review was requested for these small fixes. - Rebase `9b568666a` preserves the run-control extraction and delivery-work startup changes from master. All 559 affected tests, server TypeScript, and 11 boundary tests pass. CI and Apex review are running on the final head. - The policy scan fix passes 56 lifecycle and diagnostic tests, 24 policy and caller tests, and 11 boundary tests. A regression test checks the page limit, interval, excluded states, and cursor wraparound. - Rebase `fd4698750` passes all 611 tests in eight affected lifecycle, route, and heartbeat suites. Server TypeScript and all 11 module boundary tests pass. The company deletion rollback and concurrent hire tests are included. - Follow-up `00aac7646` fixes the failed decision deletion test and the public update schema. All 126 affected server tests, 8 shared tests, 2 CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI TypeScript checks pass. - Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc --noEmit`. - All 11 boundary tests pass: `node --test scripts/check-module-boundaries.test.mjs`. The repository boundary scan also passes. - All 68 lifecycle, failure diagnostic, and harness verification tests pass. Tests reject forbidden fields through the root command, combined transition command, and restricted transaction integration. They also check invalid fields returned by configuration preparation. - Failure tests cover host work, plugin work, claims, renewals, deferrals, and scans. Log tests check known error codes and exclusion of private error contents. - All 355 tests in 10 existing caller suites pass. These tests cover secret approval, pairing, pending hires, credentials, company import, built-in agents, managed agents, instructions, and skills. - The branch is rebased onto `origin/master` at `2eb5187e4`. The queue guards and cancellation lock fix use the extracted heartbeat queue. Agent cancellation uses the extracted run-control file. The source diff scan found no secrets or private URLs. - Earlier checks cover approval retries, rollback, late verification results, policy holds, deletion rollback, concurrent company deletion, and queue admission during setup. - Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it 5/5 with no open comments. CI and a new Apex review are pending for the rebased commit. The branch has no merge conflicts. - The full local build and native Dot suite were not run. The host has no Cargo. No live provider test was run. ## Risks - Background policy recovery takes more than one minute when more than 100 agents are eligible. Explicit company and budget updates still reconcile immediately. - The restricted configuration integration keeps an agent reference and its dependent records in one transaction. It cannot change a budget or invoke a lifecycle transition. A periodic scan starts pending setup after that transaction commits. - Secret approval and binding use separate transactions. A failed binding can leave an approved secret with no agent binding. - New approved hires remain unavailable until setup and verification complete. Existing clients see `paused` during these steps. This PR does not change the UI. - Migration `0320_daily_onslaught.sql` maps existing statuses and pause reasons. It does not create external resources or claim that an existing harness passed verification. - Use a coordinated server update for this migration. Older server versions can write legacy status without the new lifecycle checks. - A failed onboarding or invitation request can leave a committed hire. A retry reuses that hire and completes the remaining records. - Deletion requires completed termination. Company deletion can require another request while cleanup is pending. - Required plugins must make repeated calls safe and reject older revisions. A disabled or removed required plugin blocks completion until it is restored. - A new hire can run a second harness test after the existing UI test. Some adapters can charge for this test. - No live provider test was run. Provider implementation and resource backfill remain separate work. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code tools, 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 described the issue in this PR with the feature request field labels - [x] I have not referenced internal or instance-local issues or links - [x] My branch name describes the change - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] Targeted local tests pass - [x] All Paperclip CI gates are green on the new commit - [x] Greptile Apex is 5/5 with no open comments on the new commit - [x] I will address review comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 09:05:12 -07:00
DottaandPaperclip	57e977be72	feat: integrate Pi 1.0 into the experimental Runner (#14921) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - The experimental Runner owns provider processes and durable sessions. > - Pi needs working task execution and human controls. > - The five-PR stack must preserve changes already on master. > - Each layer now carries the complete integrated source for a safe sequential fallback. > - This PR belongs to native GitHub stack #15602, ending at #14956. ## Linked Issues or Issue Description Refs #14436, #14631, #14743 and #14956. Ship Pi 1.0 through the experimental Paperclip Runner. The five PRs are #14921, #14922, #14923, #14924 and #14956. The user authorized the complete merge after checks pass. Existing `pi_local` execution is unchanged. Accounting and wider provider/platform qualification remain deferred. ## What Changed - Recover missing final replies after workspace finalization changes owners, using accepted-turn evidence without rerunning work or granting external-chat publication. - Preserve the admitted Pi instruction root across warm runs, while retaining changed-root rejection. - Give Pi a bounded 15-second default shutdown grace so stop, drain acknowledgement and durable suspension can complete. Explicit deadlines and other providers retain their existing behavior. - Integrate the Pi 1.0 runtime and master contracts. - Use Pi profile 22. Preserve explicit caller-selected models and exact native thinking levels. Keep Pi's wrapper, helper, extension and question/control behavior unchanged from the qualified profile-19 runtime. - Preserve master's Dot lifecycle and consent fields, configured task environment, status guards and current Codex/Claude dependency versions. Cursor stays qualified. Copilot stays pending; profile 17 binds the changed shared protocol validation sources. - Exclude general AWS IAM credentials from Pi static/custom provider bindings and selected task projections; preserve the provider-scoped Bedrock bearer key. Profile 21 is retained as historical provenance. Rust and cloud install probes use the current declaration. - Patch bundled brace-expansion 5.0.9 to the exact official 5.0.12 payload. Pin the patch and complete runtime closures. Include the patch in normal installed setup tooling. Keep the upstream Pi shrinkwrap as provenance and permit only this exact security correction. - Include current attestation files in the Docker build context. Keep the repository lockfile unchanged from master. CI and private image builds resolve manifest changes before their frozen installation. ## Verification - Full local `pnpm -r typecheck` passes, including Runner Rust, server and UI. Focused integration checks pass: 194 Runner admission/environment tests, 63 profile/credential tests with one expected skip, 152 Dot/UI configuration tests, and Pi transcript/notice tests. - Full local `pnpm build` passes on the final source. - Fresh final-source checks pass: all 698 Rust workspace tests (32 binaries), 156 credential/profile/controller tests with one expected skip, Runner TypeScript typecheck, and 20 package/setup/sandbox tests. - The profile-21 Pi materializer passes on the native host with the official pinned Node 24.21.0 and its npm. It verifies all 150 locked packages, the patched dependency and the exact closure. Setup/package bundle tests and UI token gates pass. - The old hashes were reproduced for all three supported targets before calculating the patched graph. New closure hashes are darwin-arm64 `282022db10150c6632b3444df421342e7d534bdf5d5fb1097a2e79d0625a2bcf`, darwin-x64 `64e251e19009f755c0b04f73ce2138246faab71a961b0f13d75ebfcc34bef12e`, and linux-x64 `713b1fdff42fb56a1518bdc084f181d70bee8ebadc3e4b1d76321ed9108c8410`. Independent native platform execution is separate from graph identity reproduction. - Historical cloud qualification remains unchanged: all seven core cases pass on shipping source `10dc43c9ec65d88c2f782d62afb296d09494f215`, harness `1a4408a48cfb5a1f094a311141c257c92cd7a893`, image `sha256:5b3a775b383591bda1b0c1889e509acc70ce7f37c53f09733c81d59037f02280`, and accepted Sonnet 4.6/low fixture. All 215 canonical files and all seven cleanup checks pass independent verification. These are profile-19 results and are not relabeled as fresh profile-22 runs. - Current Pi digest: `sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`. [The readiness plan](https://github.com/paperclipai/paperclip/blob/codex/pi-production-readiness/doc/plans/2026-10-02-pi-production-readiness.md) preserves campaign and failed-attempt provenance. - Merge only after every PR's current-head CI and fresh review pass. Linux CI covers the full suites, build and browser tests. The local embedded Postgres API-authority suite cannot start on this macOS/Node 26 host, so Linux CI must confirm that suite. ### Fresh profile-22 core qualification — 2026-10-08 All seven accepted core cases pass canonically on Pi profile 22, with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low thinking. This model is a fixture; production accepts the caller's explicit Pi provider/model. Runtime/install source: `3241a992f2a7703e59e97ed0fd3e5d6405de4401`. Frozen accepted harness: `1a4408a48cfb5a1f094a311141c257c92cd7a893`. Immutable cloud image: `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:506f22db7edd78f37c0c40bec1cc084af1850455026dbf467194bfbb8fcef141`. Pi digest: `sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`. [Hosted Linux image and clean-install verification](https://github.com/paperclipai/paperclip/actions/runs/37868328023) passes, including all 20 source-bound archives, normal CLI/Pi setup, companion import and the production pack reader. This exact installation source includes the latest master integration and the corrected Pi warm instruction-root fence. Full local typecheck/build and current-head hosted CI verify the final stack. All 13 focused real-root regressions pass. The full local executor suite passed 662 tests; 15 database tests could not start the Mac embedded PostgreSQL service. Hosted Linux CI passes the full required verification and E2E checks. These fresh results keep their own source identity; profile-19 results remain historical. | Core path | Canonical campaign | Retained archive SHA-256 | | --- | --- | --- | | File edit, validation, download and Done | `pi-core22-replyfix-0-1791511228` | 23 files; `a473e8603a3dd4737863291f8d3d1e392391f0b16d433c3e0e0e9d8baf7a97b0` | | Pending question and controller restart | `pi-core22-replyfix-1-1791511376` | 33 files; `6b829c4eb74e1f32a89c692a4ae7130dbfc1c6d3cf13915effe2103d9e242c8e` | | Three-turn session/process/workspace continuity | `pi-core22-replyfix-2-1791511587` | 23 files; `7a87021f8f9a3fdd3c58bb4467f8d82c635e3ea4795d6e75f144d9aa14818df8` | | Four typed questions and browser reconnects | `pi-core22-replyfix-3-1791511881` | 42 files; `9e31755252be1f4f9cb0626c984c142d4d1ae5f5bee3a7af08444db8d12c280a` | | Plan approval and completion | `pi-core22-replyfix-4-1791512031` | 22 files; `a0383ce1aab38e7b5a25ce0e9dd3bebea5c037ebd96ae6b29dae19015da2ae2c` | | Same-turn steering and permission denial | `pi-core22-replyfix-5-1791512261` | 39 files; `c929b8c7070f0b66aedc17e65ca46e6beab1e363926ac9f7e2a75fb250f05949` | | Stop during pending permission | `pi-core22-replyfix-6-1791512390` | 33 files; `7f0a58ae0f4d5bfc76149435f4e322537089c5bd16e7ffe9b5ad71f10a621a07` | All 215 canonical files (28714587 bytes) are independently hash-verified. All seven cleanup grades pass, with no owned runtime process or temporary root after each case. Automatic retries are zero. The owned cloud host stopped normally after retention. The prior profile-22 warm attempt remains failed and separately retained: archive SHA-256 `1e54eba5ec72b50cee1534b23d1d1d4f21a090006b8a64501ba70db972abfde5`. Its original canonical classification is preserved. Diagnosis reproduced a product bug comparing an agent-files root against an unset checkpoint-only field. The fix stores the admitted physical root separately from the adopted per-run collection capability. The real-root regression fails before the fix and passes afterward, including rejection of a changed physical root. Fixture, grader, model and all seven accepted case IDs are unchanged; this fresh campaign tests final-reply publication after file registration first. The intermediate restart attempt also remains failed and retained: archive SHA-256 `5dcaefdf1d17cf4cd54fd4cf810f45e736667392339b8ce7caf08bb4e225277f`. Its original canonical classification is preserved. Pi resumed, wrote the verified answer and completed its task; exact runner suspension was proven, but idle stop consumed about 5.2s and left under 3s for the drain acknowledgement. The Pi-only default shutdown grace is now 15s, preserving a full 5s drain round trip and a finite suspension reserve. Explicit caller deadlines, other provider defaults, literal drain receipts and exact suspension identity checks remain unchanged. The timing regression fails before this correction and passes afterward; all 18 focused settlement tests and Runner typecheck pass. The final-source file attempt is also preserved as failed (`candidate_failure`), archive SHA-256 `db6767b6773ea618997927ac77bdb005a5ac81492c7b9c0ffbc900449f829bc9`. Native edit, validation, exact downloadable artifact and Done/succeeded all passed, and the exact final reply was durably recorded. A workspace recovery owner completed before the live heartbeat reached presentation, leaving that reply absent from task chat. Recovery now materializes only a completed final reply from the accepted turn of an ordinary internal Done task, preserving issue/run/contract binding, suppression, external-chat authorization and same-run deduplication. The database regression covers the generated file-preparation receipt, suppression, unapproved external continuation and replay. Server typecheck and all 49 response-selection tests pass; hosted Linux verifies the database regression because embedded PostgreSQL cannot start on this Mac. The delayed-final-answer database regression passes on [the final root-source Linux server shard](https://github.com/paperclipai/paperclip/actions/runs/37868262553/job/113628594152), alongside 1,108 passing tests. The first root Runner shard had one unchanged durable-resume test exceed its 5-second timeout; the identical top-source shard and the isolated exact test passed. One rerun of that failed job and its required aggregate passed without source or test changes. The original failed job log and the single-rerun receipt remain retained. ### October 9 merge verification Current merge head: `5a8fe63512a7166aaef5cf50065a25008aa8b44b`. All current-head checks pass, including `ci / verify` and `ci / e2e`; exact-head Greptile review is 5/5 with no unresolved threads. Current master conflicts are resolved. The user authorized the maintainer override of the code-owner review gate after these checks. The seven retained live core cases remain bound to source `3241a992f2a7703e59e97ed0fd3e5d6405de4401` and its recorded cloud image. ## Risks - The security correction changes the dependency closure and profile identity. Old sessions must reopen on the new profile. Exact identities and credential bindings fail closed. - The runner remains experimental and requires explicit selection. Legacy Pi Local is unchanged. Caller model IDs pass through; the E2E model is a fixture. - Accounting and the broad platform/provider matrix remain deferred. This merge does not publish a release or deploy a service. ## Model Used OpenAI GPT-6 through Codex assisted with reasoning, repository inspection, editing and tool use. The exact serving ID and context window are not exposed in this session. Final live qualification uses Pi 1.0.0 with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low thinking. ## 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 #` 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>	2026-10-09 08:56:41 -05:00
DottaandPaperclip	2b688a8fe3	feat(connections): add verified MCP providers and setup fixes (#15621) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools. > - Several provider MCP servers lacked a supported catalog entry or failed during setup. > - Real browser tests identified specific registration, session, and form defects. > - This pull request adds seven catalog entries and fixes the shared paths used by eleven verified providers. > - Users can connect these providers through the existing Apps flow and control each action. ## Linked Issues or Issue Description **What existing behavior does this improve?** The Apps catalog and remote MCP setup, discovery, and action tester. **Subsystem affected** Shared app definitions, the server tool services, and the Apps UI. **Current behavior** Seven providers lack a catalog entry. Airtable can select an advertised client-metadata flow that fails. Calendly rejects the registration name. Tavily needs an initialized session before a call. Firecrawl exposes invalid defaults for optional nested form objects. HTTPS setup can display a callback that differs from the server callback. **Proposed behavior** Add Calendly, Exa, Firecrawl, GSC Wizard, Parallel Search, Tavily, and Windsor.ai. Preserve Airtable, Linear, Make, and PostHog. Use reviewed provider options through the shared MCP and OAuth paths. Display the callback supplied by the server. Omit untouched optional object inputs. **Reason and benefit** Eleven providers passed bounded reads through the real Paperclip browser action tester. This PR includes that verified set and its required shared fixes. Unfinished providers remain outside this change. AgentMail keeps its existing integration. **Breaking changes** No database migration. Existing OAuth credentials and action policies keep their ownership and access rules. Airtable's reviewed method re-registers a retained client-metadata binding through DCR. Tavily's reviewed method initializes sessions before dispatch. The existing customer, managed, and Vercel OAuth gateway paths now refresh on upstream 401 and return `oauth_refreshed_retry_required` (409), requiring an explicit caller retry. They do not replay the rejected call automatically; the next invocation initializes a fresh credential-scoped session when required. Related catalog work: #15545. This branch preserves current master catalog entries and does not add another Google Workspace integration. Open and closed provider PRs and public MCP issues were searched. No duplicate for this verified set was found. The change extends the shipped Connected Apps roadmap item. ## What Changed - Add seven catalog entries with official provider branding and reviewed permissions. - Update Airtable, Linear, and Make metadata and show Make in Apps. - Add authoritative provider source overrides that use the existing generation and review checks. - Add the reviewed Airtable DCR option and compatible Calendly registration names. - Initialize Tavily sessions before discovery and calls, including retained connections. Keep credential-scoped session caching and single call dispatch. - Use the server's callback URL in the OAuth setup UI. - Omit untouched optional object defaults; keep supplied empty strings, false, zero, and object values intact in the action tester, with strict required-child validation. - Require an explicit retry after OAuth refresh instead of replaying a tools/call with missing session headers. - Record all eleven successful reads, write policies, auth-method limits, and qualification caveats. Omit credentials and private account data. - Find chat connector cards through catalog search in browser tests, so pagination does not hide Slack or other later entries. ## Verification - Real browser qualification: eleven bounded reads passed. Catalog refresh and reload proof are recorded in `doc/connections/verified-mcp-qualification-2026-10-08.md`. - Provider writes and actual agent-adapter sessions were not run. Alternative documented auth methods and expiry refresh remain unqualified. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - Focused shared/catalog tests: 41 passed. Source override tests: 3 passed. Catalog regeneration fixture suite: 9 passed. Latest form regression suites: 31 passed. Gateway suite: 38 passed. Other focused UI suites passed before these last fixes. - UI token gates and both token sync checks: passed. - The catalog regeneration fixture includes the authoritative provider overrides; its full suite passes. The focused OAuth socket case passed on isolated rerun. - Complete local UI suite: 7,866 passed. CLI suite: 511 passed, 6 skipped. Complete shared suite: 892 passed. - The unchanged AgentMail/ClickUp discovery fallback suite passes all 45 cases. An OpenAI login test passed on isolated rerun. - Local broad database coverage is limited by macOS PostgreSQL shared-memory exhaustion (`shmget: No space left on device`, not disk space). The broad run was interrupted after diagnosis; no host settings or other running services were changed. - CI found that the Slack browser test assumed its catalog card was on the first page. The test now uses catalog search; the Slack case passes locally. Adjacent GitHub and iMessage cases could not start locally because embedded PostgreSQL initialization failed before browser assertions. - Final commit [`febe4520e`](https://github.com/paperclipai/paperclip/commit/febe4520e13d4b3a4121eafc3d22540c2b11379d): all 54 checks passed, with none pending or failed. [CI run](https://github.com/paperclipai/paperclip/actions/runs/37847182065) passed typecheck, build, all general and serialized test suites, all eight browser shards, runner checks, canary dry run, and the aggregate verification gate. - Greptile reviewed that exact final commit at 2026-10-08 21:33 UTC and returned 5/5 with no outstanding findings or unresolved threads. - PR UI preview against the existing local test server: Calendly catalog/setup observed; Firecrawl read passed after expanding More options with nested optional inputs untouched. This retest proves frontend behavior, not the revised OAuth backend against a live provider. <details> <summary>Browser evidence</summary>    </details> ## Risks - Provider registration and consent behavior can change. Airtable's DCR option is explicit and keeps the existing issuer, resource, redirect, and PKCE checks. - Tavily uses initialized sessions without automatic call retries. After a successful OAuth refresh following 401, callers now receive a retry-required result. A later explicit retry can still require reauthorization if the provider rejects the refreshed token. Provider writes are not live-qualified. - Optional object cleanup affects the shared action tester. Regression tests cover absent objects, required children, defaults, and populated values. - GSC Wizard's underlying Google data scopes and Google flow completion were not independently verified. Its account reported paid/trial metadata of unknown origin. No purchase was performed. - No database migration, new AgentMail integration, or change to existing action grants is included. ## Model Used OpenAI GPT-6 through Codex assisted with implementation, research, tool use, and code execution. The root backend model ID and context window are not exposed in this session. The cheaper subagents used OpenAI `gpt-6-luna`. No model context size is 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 - [ ] I have run tests locally and they pass — targeted checks and complete UI/CLI/shared suites passed; the broad local database run was blocked by the macOS PostgreSQL startup limitation documented above. The full database/workspace suite passed in CI. - [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>	2026-10-09 08:10:46 -05:00
Devin FoleyandPaperclip	3367b75ccc	fix: fence accepted work and cleanup before idle sleep (#15522) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A host can stop an idle instance to reduce unused compute. > - Zero active runs do not prove that requests, saved work, or cleanup are complete. > - A client can disconnect while its request still writes, and failed cleanup can remain only in memory or on disk. > - This pull request holds new admission and checks accepted work, cleanup, and persisted work under an owned drain. > - The host gets an empty report only while those checks remain valid. ## Linked Issues or Issue Description Refs #13413. That companion PR uses the same owned-hold vocabulary for runtime services. This PR covers HTTP requests, scheduler work, accounting, cleanup, and the instance work inventory. It does not include the preview gateway changes. **What existing behavior does this improve?** The instance task-drain API reports process counters. It does not prove that a host can safely stop the instance for idle sleep. **Current behavior** A quiet run set can coexist with an unfinished request, cleanup after a completed run, future work, or a failed accounting write. **Proposed behavior** Provide a bounded owned idle hold. Block new ingress, track accepted handler promises, inspect durable and local work, and return `none` only when the same hold stays quiet through the checks. Keep normal deployment drains compatible. **Reason and benefit** Hosts can identify eligible idle instances without treating a disconnect or failed cleanup write as completed work. ## What Changed - Add `purpose: "idle"`, a bounded TTL, unique owners, and owner-checked release to task drain. Existing holds cannot be replaced by another API request. - Gate HTTP ingress before parsers, auth, webhooks, and MCP. Gate new WebSocket upgrades. Track async handlers in nested Express routers and error middleware until they settle, even after the response or client disconnect. - Count accepted live-event WebSocket authentication through settlement, even after disconnects. Count detached built-in agent, managed-home and runtime-service startup reconciliation after readiness. - Keep health and control mutations tracked. Count control-request authentication separately from the read-only report, including concurrent user/company/membership writes. - Pause new scheduler admissions during idle holds. Count work already in flight, including database backups, and reject scans whose work generation changes. Periodic backups block sleep without a host wake schedule. - Inspect accounting and orphan-cleanup spool directories without skipping temporary or malformed entries. Retain orphan tokens through queue splices, flush failures, and buffer overflow. Keep failed usage capture counted until its database failure fence is written. - Check persisted work across companies in a bounded read-only transaction. Include deferred agent-file cleanup and saved watchdogs whose watched issues are complete. Enabled plugins and unsupported retained work remain blockers. - Require the exact idle owner and completed startup tracking before returning an empty report. Keep reports free of tenant details. - Document the hosting protocol, retry behavior, conservative blockers, and the remaining external provider-stop race. ## Verification - Current head: `8d9a599b732c2047b8c671d4799065d7c90a3567`, rebased on master `941a3fa991aeb97eb1ac390c65b7973b5f6de1ad`. Both heartbeat helper extractions are preserved. GitHub confirms no merge conflicts. - Focused heartbeat renderer/run-log, drain, control-auth, admission, route and PostgreSQL inventory checks: 234 tests passed in 10 suites after the rebase. - The POST task-drain contract includes the expected `409` conflict response. The 84 OpenAPI and instance-settings route tests and server typecheck passed after that final documentation fix. - Final accepted-upgrade/startup regression run: 104 tests passed in five suites, including success and failure after readiness or disconnect. Final server typecheck also passed. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - `pnpm install --frozen-lockfile` and the PR diff secret scan passed. No dependency or lockfile changes are added by this PR. - The prior verification covered HTTP disconnects and early responses, async error handlers, concurrent authentication writes, signed bootstrap, saved watchdogs, backup promises, orphan cleanup, spools and failed accounting fences. Those tests passed. - The last full local `pnpm test:run` stopped in the general-server phase with 16,658 passing tests and five skill/connector fixture failures caused by an ancestor workspace skill directory. That full local run preceded this rebase and has not been repeated for the import conflict. Full current-head CI passed: 53 successful checks and two conditional skips, with no failures. - All eight review findings are fixed and their threads resolved, including accepted upgrade authentication, detached startup writes and the POST conflict contract. Current-head Apex review is 5/5 with no new findings; all eight review threads remain resolved. - No live provider stop or production change was performed. ## Risks - The hosting controller must use the owned protocol and hold external admission through its final validation and provider stop. A legacy drain cannot authorize idle sleep. During an idle hold, new requests receive 503 with `Retry-After: 1`; the host must handle queueing or retry before enabling this path. - This is a single-process protocol. An unexpected restart after the last validation can race an external provider stop. The host must serialize deploy/wake/sleep operations and bind the validation to the instance it stops. Multiple replicas need shared fencing. - Some retained state conservatively prevents sleep, including every enabled plugin. This PR does not promise that every inactive instance becomes eligible. - The HTTP adapter uses Express 5 router layers. Real Express tests cover nested routes, errors and disconnects. New routes must register before tracking is installed. Detached work must have durable state or explicit work tracking. - Unrecoverable in-memory cleanup debt keeps the instance awake until reconciliation. This change does not make such debt survive an unplanned process crash. No schema migration or provider configuration change is included. ## Model Used OpenAI GPT-6 via Codex, with reasoning, repository inspection, tool use and code execution. The exact deployment variant/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 and contains no internal Paperclip ticket id or instance-derived details - [x] I have run focused tests locally and they pass; the full local fixture limitation and clean full CI result are 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>	2026-10-08 08:35:45 -07:00
DottaandPaperclip	d66acb7ac1	feat: automate Slack bot app setup and installation (#15413) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors give each agent a customer-owned bot and task-backed conversations. > - Manual Slack setup requires app creation and copying durable credentials. > - Operators need a shorter setup that an assisting agent can use safely. > - This pull request creates the app through Slack's Manifest API and installs it through OAuth. > - Durable registration state supports recovery without creating another app. > - A four-screen wizard, automatic avatar upload, and OAuth account linking reduce setup work. > - Connector settings and per-turn tool guidance support daily use after installation. ## Linked Issues or Issue Description **Subsystem affected** Native Slack bot setup, company secret storage, chat connector management, and agent tool guidance. **Problem or motivation** New Slack bots require manual app creation and copying a signing secret and bot token. Interrupted setup can create duplicate apps. The setup and management screens contain unnecessary controls. Agents also need guidance for native questions, files, thread replies, and governed Slack actions. **Proposed solution** Use a temporary app-configuration access token to create a customer-owned app. Save durable secrets in the vault. Bind OAuth to the initiating actor, company, endpoint, registration revision, scopes, and configured origins. Preserve manual and existing-app recovery. Link the installing user's account, send a welcome DM, and advance from saved server evidence. Keep request-URL recovery instructions available if automatic connection detection waits. **Alternatives considered** The Slack CLI adds installation requirements. Socket Mode changes transport. A shared Paperclip-owned app changes app ownership. These alternatives are outside this change. **Roadmap alignment** This extends existing chat connectors and secrets capabilities. Related public work: #14037 and #13954 cover Slack MCP prerequisites and user OAuth. No duplicate bot-registration PR was found. ## What Changed - Share one reviewed manifest builder between automatic registration and manual setup. - Add replay-safe migration 0318 and company-bound registration state with vault references and uncertain-creation recovery. - Add registration, installation, callback, and resume APIs with short-lived, single-use OAuth state. - Save installation credentials before downstream checks and preserve bot identity constraints. - Reduce automatic setup to four screens. Keep advanced app details, manual recovery, and existing-app setup. - Upload the agent avatar with the Paperclip dark background. Link the OAuth installer's account and send setup DMs. - Show agent and connector-owner avatars. Simplify settings, access, and conversation screens. - Discover joined Slack channels and enable them by default. Start a task from a bare mention and admit same-thread follow-ups. - Refresh Slack tool guidance each turn. Add native-form, file, approval, and delivery regressions plus manual model probe definitions and sanitized acceptance records. - Update deployment/database docs, OpenAPI, redaction, removal cleanup, production Storybook stories, and provider browser tests. - Merge current master and move the registration migration after its latest migration without rewriting published commits. The completed Slack success view intentionally has a single centered **Done** action and no **Save & exit**, as explicitly requested by the product owner. `DESIGN.md` records this exception; unfinished setup steps retain the aligned wizard footer. ## Verification - Passed after the master merge: repository typecheck, full build, Storybook build, design-token gates, module-boundary gates, and migration generation. - Passed: all 352 focused Slack deterministic tests and all 14 affected provider browser tests. Browser tests use controlled provider fixtures and a separate throwaway instance. - Passed on current head `c5d01e0e2`: the complete GitHub test matrix (general server, chat, all workspaces, serialized server, and Runner), all eight browser shards, typecheck/release registry, build, canary dry run, security checks, and policy gates. There are 52 passing checks and no pending or failing checks. - Greptile completed on the exact current head with 5/5 and no actionable findings or open review threads. - Local repair verification passed 93 focused tests, including same-app reinstall after revocation and rejection of consent started before revocation, the AgentMail browser journey, and repository typecheck. Local build and Storybook build also passed. The redundant local full-suite rerun was stopped after the complete current-head CI matrix passed. - Real Slack setup and agent replies were exercised in the authorized isolated test drive during the setup iteration. - The ten additional model probes were attempted with legacy `codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were partly verified. Native runtime is not qualified. See `server/src/services/connectors/slack/evals/2026-10-08-acceptance.md` for evidence and limits. - Passing model probes cover native forms, downloaded file bytes, bare mentions with thread replies, explicit posts/reactions, and saved approval denial. - The controlled uncertain-write probe found wrong delivery-check IDs. The canvas fallback attempt used an invented tool name. Search pagination/native search, a private-source denied-tool receipt, and distinct board/webhook origins remain unqualified. Reviewer path: enable Chat connectors, start Slack chat setup, select an agent, enter an app-configuration access token, and approve Slack installation. Send a message to the bot and confirm that setup advances to success. Inspect settings and allowed channels. See `doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery. ## Risks - Slack app creation has no provider idempotency guarantee. A timeout after dispatch stays uncertain until the operator checks Slack. - OAuth needs a stable public HTTPS board origin. Webhook ingress may use a separate configured HTTPS origin. Workspace policy can delay installation. - Migration 0318 can replay safely on instances that applied the earlier development migration. - OAuth installation now links the installer to the initiating Paperclip user. Identity checks and company access rules still apply. - Joined channels now enable bot responses by default. Linked-user authorization and per-action approval rules still apply. - Model behavior has the documented delivery-check and canvas fallback failures. A passing CI run does not establish that every model probe passed. - Removing the connection does not delete the customer's Slack app. No new first-party telemetry is added. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser verification. The runtime does not expose a more specific authoring model ID or context-window size. The live bot probes used OpenAI `gpt-5.6-sol` through `codex_local` in legacy mode. ## 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>	2026-10-08 06:33:31 -05:00
DottaandPaperclip	dd777f4b73	feat(dot): complete onboarding and expand governed Runner capabilities (#15414) ... ## Thinking Path > - Paperclip manages AI agents, their work, and their permissions. > - Paperclip Runner supplies the same admitted tool authority to each provider. > - The Dot provider in #15402 needs reliable onboarding and useful agent capabilities. > - An idle Dot could not start work, assign a human, read skills, or produce a workspace artifact. > - Pairing also relied on a second configuration save before ordinary admission could work. > - This pull request adds governed idle admission and shared Runner tools, and completes pairing atomically. > - Operators can test Dot with fresh data while keeping normal company, approval, budget, and run ownership checks. ## Linked Issues or Issue Description **Subsystem affected** Paperclip Runner, dedicated Dot MCP access, OAuth onboarding, experimental settings, and empty worktree startup. This PR builds on merged provider PR #15402. It reuses the merged MCP gateway from #14846 and assistant connection work from #14933 and #15380. **Problem or motivation** An idle Dot could see assignments but could not act on a conversation request until someone created a task first. Its Runner catalog could not assign tasks to humans or read pinned skills and workspace files. First-time OAuth discovery and pairing also needed browser fixes, and a completed pairing did not persist its binding reference on the agent. **Proposed solution** Keep Dot within the existing Runner. Admit a visible agent-authored intake task for idle requests. Add people, human assignment, cross-task, skill, and optional sandbox workspace tools through shared authority. Relay assigned app calls through the configured MCP gateway. Add lease renewal and follow-up references. Save pairing and its configuration revision atomically. Show prerequisites and provide a complete copy prompt. **Roadmap alignment** This extends the experimental provider in #15402. It uses the existing governed gateway, task model, skills, artifact path, and native Runner. It adds no separate execution subsystem. ## What Changed - Add a standalone OpenAI Dot agent choice with an independent experimental opt-in. It works with the general Runner option off. Require Assistant connections (MCP), authenticated sign-in, and public HTTPS for pairing. - Use Dot’s own option for company package import. Allow an unpaired Dot configuration to save after external billing acknowledgement; task admission still requires pairing. Prepare the shared dev binary for Dot-only opt-in. - Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in setup and runtime configuration. - Route Dot creation directly to pairing after explicit external billing acknowledgement. Hide local CLI, model, and harness setup for Dot. Preserve the shared Runner implementation and canonical API type. Other Runner providers still require their general opt-in. - Add an empty worktree option with fresh signing keys and no production data copy. - Fix public-client OAuth negotiation, discovery compatibility, and optional separate browser authorization origin. - Add one-use pairing consent preview, clear copied setup instructions, and atomic binding persistence and cleanup. - Add idle request admission with stable request IDs and normal scheduling, permissions, budgets, and task ownership. - Add identity and people discovery, human task assignment and reassignment, and authorized cross-task comments and documents. - Read assigned skill files from pinned manifests. Relay assigned app calls through the merged gateway without exposing credentials. - Add an off-by-default workspace bridge. Constrain paths and writes. Run commands in a deny-by-default OS sandbox with no network or injected credentials. Reserve mutations before effects and never blindly repeat uncertain work. - Add rolling lease renewal, task pagination, bounded operation limits, and deduplicated follow-up references without comment bodies in webhooks. - Add an off-by-default attachment reading setting. Restrict reads to files on the current assigned task. Verify size and hash, cache bounded verified copies per run, paginate text or binary bytes, and recheck live authority before returning. - Keep file grants operator-owned. Reject agent self-grants across configuration routes. Preserve attachment consent in create/import forms. Close generic API file bypasses while retaining current-run response snapshots and permitted uploads. - Keep provider limits explicit. Do not inherit a Dot binding, attachment permission, or workspace permission when hiring another agent. - Include the required Markdown format in cross-task document writes and validate the API title limit. Verify real creation and revision persistence. - Restrict command execution to Linux bubblewrap with descendant containment. macOS retains workspace file tools and artifact publishing, while refusing command calls. Explain the platform limit in setup. - Exclude Paperclip instance state from workspace files, uploads, artifact publication, and sandbox commands. Protect nested directories and case variants. Fail closed when the directory protection scan exceeds 4,096 directories. - Add static UI compression for slow public tunnels. Document setup, the complete tool inventory, and qualification limits. ## Verification - Merge preparation on `00ca2c75b` integrates merged base #15402 and master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up source tree. The subsequent security fix excludes instance state from file tools, uploads, artifact publication, and sandbox commands. It preserves private task authorization and task monitors. It regenerates the combined tool catalog, seeded catalog digest, and protocol manifest. Workspace typecheck, full build, and UI token gates pass. All sixteen real Dot broker cases and 93 company import cases pass after the review fixes and creator-attribution test correction. The exported human-assignment catalog and Unicode page boundaries are also fixed. All ten catalog tests and nine workspace/skill bridge tests pass. All 35 workspace bridge and authority tests passed after the instance-state fix, including real macOS commands in that intermediate version. The subsequent document and descendant-containment fixes pass 44 focused tests across bridge, authority, and setup UI, with six Linux command cases skipped on macOS. Real cross-task documents pass the route validator and persist two revisions. macOS refuses command execution and does not advertise the tool. Full workspace typecheck and build, changed server/UI typechecks, and token gates pass again on the final commit. Greptile rates final head 00ca2c75b 5/5 and its completed check concludes success; all review threads are resolved. All 58 current-head checks are complete: 54 passed and 4 intentionally skipped. This includes full tests, typecheck, build, Runner, browser E2E, release verification, and Canary Dry Run. The older full local root attempt finished with 16,602 passes, 93 skips, and ten failures across two suites: it began before source edits and retained earlier imported implementations while loading later tests. Both suites pass a clean final-head rerun (25 passed, six Linux-only command cases skipped on macOS). This mixed-source full attempt is not a final-head full-suite pass; use the fresh CI evidence below. - Full workspace typecheck and build pass for the standalone Dot change on head `392d54f80`. UI token gates are clean. The full workspace typecheck passed before the final importer UI edit; the changed UI typecheck, build, and token gates pass again on the final commit. The server build passes for its unchanged final source. - Standalone selection, creation, settings, harness visibility, inventory, and runtime admission checks pass. OAuth onboarding and the real Rust/PostgreSQL broker suite pass 27 cases with the general Runner option disabled. Dot and MCP revocation still block pairing; other Runner providers remain disabled. Create, hire, conversion, and inherited-hire route regressions pass 68 cases. The runtime selection suite passes 20 cases. The setup UI suite passes 50 cases. Company import and dev binary checks pass 97 cases. Import UI checks pass 29 cases, including Dot-only selection, preservation of imported Dot agents, generic Runner fallback, canonical configuration serialization, and required billing acknowledgement. A read of the synthetic instance reports the native binary required with Dot enabled, the general rollout disabled, and no persisted native work. - The latest attachment, operator-consent, generic API file-guard, and bridge checks pass 80 tests. Cache and native lifecycle checks pass 550 tests; create/import builders pass 45 tests; attachment setup UI checks pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15 cases. - Earlier authority, human assignment, pinned skill, confinement, cancellation, inheritance, onboarding, replay, OpenAPI, and gateway regressions pass their focused rechecks. Workspace writes reject concurrent stale hashes. - In the live empty test-drive, turn the general Runner option off and leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice. Create rejects missing billing acknowledgement, saves the canonical Dot configuration, and opens pairing. The existing paired Dot remains ready and passes its prerequisite checks. No new plugin pairing was needed for this UI change. The final browser import preview keeps a Dot source agent as OpenAI Dot, falls back a generic Runner agent while its switch is off, and offers Dot independently. - Real Dot completed OAuth, signed MCP Events readiness, and an event-only assigned document task in an empty synthetic instance. Pairing saved its binding without a second configuration save. - Real Dot verified human assignment, cross-task comments and documents, pinned skill reading, sandbox commands, lease renewal, follow-up input, and a downloaded artifact whose bytes and hash matched its receipt. An idle conversation request created an intake, created a task for its human owner, continued after a definite missing-file read error, and finalized Done with exit code 0. - After operator approval, real Dot read a synthetic assigned-task attachment and wrote its file-only random proof into an agent-authored document. Its first test required accepting review because the existing document tool removed the final newline. - On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment in two pages, used `expectedSha256` on page two, saved exactly its final random marker, verified readback, and finalized Done with exit code 0. A direct inbox check was required for this attachment qualification; it does not claim event-only delivery. - Previous head `392d54f80` passes all 55 checks (53 passed, two intentionally skipped), including the full test, typecheck, build, native Runner, browser, and release verification gates. Greptile rates this head 5/5; all review threads are resolved. - Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally skipped. This includes full typecheck, build, native Runner, server tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged Cursor managed-runtime test exceeded its five-second deadline on the first attempt; its focused local suite passed all eight cases, and the single CI rerun plus dependent verify gate passed. - A prior full local serial test attempt reported 19 failures (16,141 passed, 88 skipped) and stopped before later wrapper groups. It began before the final source edits. Every failed suite has a passing fresh recheck; the macOS snapshot stress case passes alone in 227 seconds. The previous head `000fb9261` passed all 56 CI checks. PRs leave `pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency resolution. ## Risks - Dot remains off by default. Its own opt-in does not enable other Runner providers. It still requires the MCP option; disabling Dot blocks new work while keeping existing recovery and saved bindings. - Dot requires a stable public HTTPS origin. Its base provider in #15402 is merged. Temporary tunnels are useful for testing but are not permanent deployments. - Idle intake creates a visible agent-authored task. It does not fabricate a human message or bypass ordinary admission. - Workspace commands require Linux bubblewrap with a private PID namespace; deployment qualification is still needed. macOS file tools and artifact publishing remain available, but commands are disabled because sandbox-exec does not contain detached descendants. There is no unrestricted fallback. Command protection fails closed above 4,096 workspace directories. The historical macOS command walkthrough does not qualify the current Linux implementation. - Provider model choice, token usage, cost, native thread control, and global external stopping remain unavailable. Known Paperclip budget gates still apply. - The workspace bridge and attachment reader are separate opt-in settings. Reading assigned task files sends their contents to OpenAI. Revocation prevents future reads but cannot withdraw bytes already sent. Files are read on request; automatic inbound attachment staging remains disabled. - An existing event registration can retain earlier instructions that prohibit extra tasks. Dot asked for permission before a second intake after the final event-only bootstrap; that extra no-nudge continuation is not live-qualified under that earlier registration. The later attachment qualification submitted normally through the composer. The revised onboarding prompt describes the new idle entry point, and its protocol polling path is tested. - OpenAI event delivery can be delayed; a webhook acknowledgement is not proof that Dot has begun work. - A running Dot can retain an old plugin catalog after tool refresh. Refresh and actual tool exposure must be checked before using new top-level actions. - Hosted and remote controller modes are not qualified. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, test inspection, and browser control. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites and all fresh failure rechecks pass; the earlier full attempt is disclosed 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>	2026-10-07 19:44:17 -05:00
DottaandPaperclip	a7a244ab33	feat: add company decision models with permission and cost controls (#15473) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Optional product features need small, typed model decisions. > - Each company needs to choose which shared API connection pays for those decisions. > - Calls must retain user and task permissions, budget limits, and cost attribution. > - This pull request adds a managed decision service, setup UI, and request history. > - Features can check availability cheaply and keep their existing behavior when decisions are unavailable. ## Linked Issues or Issue Description **Subsystem affected** Server services, shared contracts, database accounting, Company Settings, and Costs. **Problem or motivation** Paperclip has no common decision-model service. Adding provider calls within each feature would duplicate credential access, permission checks, and billing rules. **Proposed solution** Let a connection manager configure one company decision model. Support OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test and metadata-only history. Default company-sponsored background decisions to on during setup, and preserve a saved off setting. **Alternatives considered** Per-feature credentials would duplicate existing connection management. Personal overrides and provider fallback chains add permission and billing complexity; they remain deferred. **Roadmap alignment** Reviewed ROADMAP.md and searched open PRs. This extends existing connection access and budget accounting. Product features that call the service remain outside this change. No matching decision-model service PR was found. ## What Changed - Add company settings, an internal `decisionModelService`, local availability checks, and trusted human, agent/run, and system contexts. - Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and ordered-score decisions for both providers. Bound requests and time; disable paid retries. - Add durable invocation metadata and agentless decision ledger charges. Preserve fractional cents, pricing evidence, dispatch identity, and unresolved billing holds. - Share the company accounting lock and apply company, agent, and project budgets. Settle charges once, retain unknown holds, and recover interrupted calls without resubmission. - Reuse connection setup and management UI. Add a Decisions view under Costs, production-component Storybook coverage, database migration, and service documentation. ## Verification - Passed 166 current-code tests covering the decision service/provider, setup component, Costs, OpenAPI, and every failure from the earlier broad run. Coverage includes native SDK wire formats, refusals, billed malformed responses, permission and secret-rotation races, identity changes, concurrent budget admission, unresolved holds, agent/task deletion, and stale setup feedback. - Passed 170 existing connection, cost, budget, heartbeat-accounting, and profile regression tests. - Passed repository typecheck, production build, and design token gates after integrating master. Verified the generated migration on a fresh test database and upgraded the populated preview database from the branch's earlier migration without losing settings or usage. - Ran the required full `pnpm test:run`: its general phase completed with 16,354 passed and 10 failures across five files while this branch was still being updated. Every reported failure passes in the current-code rerun; the serialized phase did not run after that failure. The full GitHub CI suite passed on `b1b856a88`: general and serialized tests, browser shards, runner checks, typecheck, production build, packaging/canary, and policy gates. [CI evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360). - Passed the full-shell Storybook setup-to-history interaction test again after integrating master. Greptile rates the final revision 5/5 with zero unresolved threads. - Walked through the running app: empty setup, add each provider, save, reload, run all three sample questions, inspect fractional charges in history, switch provider while sponsorship is off, disable, and reconnect. Checked mobile settings. These tests used the actual UI, vault, server, SDKs, and database with simulated upstream responses. - Live paid setup tests remain unverified: this environment has no authorized OpenAI/OpenRouter credentials available. No mocked test is presented as live provider evidence. Reviewer journey: Company Settings → General → Decision model. Add/select a shared API connection, save, run the billed sample, open View usage, then disable decisions and verify Run test is disabled after reload. ## Risks - The SDK decision interface is experimental. Pinned versions and wire-format tests limit upgrade drift. - The migration allows agentless service charges and reservations. Existing agent cost-reporting APIs still require an agent, and decision receipts stay separate from run reconciliation. - Timeouts can have unknown provider charges. Holds remain until an audited accounting correction resolves them. - OpenAI prices use a versioned Decisions rate snapshot; OpenRouter costs use provider receipts. Unknown pricing is retained as unknown. - A configured company authorizes background spending by default. Setup explains this, and managers can turn it off. - Live provider account/model availability still needs the two credentialed acceptance checks. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code execution, and browser tools. The exact serving revision 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>	2026-10-07 15:53:13 -05:00
Devin FoleyandPaperclip	f1c44b7b56	Preserve remote work when required workspace restore fails (#15479) ... Persist exact source-retention obligations before run finalization and protect them across cancellation, restart and task changes. Require board-authorized repair evidence without replaying old work or changing current task ownership, state or locks. Hide an unavailable retry action and document operator recovery and retention costs. Validated with 674 scoped regressions, 224 combined integration tests, full typecheck/build, independent safety reviews and green CI with Greptile 5/5. No historical file recovery is claimed. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 13:29:44 -07:00
DottaandPaperclip	8cfedd7df8	fix(runner): restore task monitors and durable timed waits (#15446) ... ## Thinking Path > - Paperclip manages AI agents and their task execution. > - Agents need a durable way to return to work after a delayed check. > - The issue monitor scheduler already provides a one-shot wake for an assignee. > - Native runners reject generic execution-policy writes and had no bound monitor tool. > - Scheduling alone is insufficient because native completion also needs to accept a timed wait. > - This pull request adds an authorized monitor tool and connects it to completion and the existing scheduler. > - An agent can now schedule its next check, end the run, and resume on the same task. ## Linked Issues or Issue Description **What happened?** A native runner could not set its own task monitor. `call_api` correctly rejected execution-policy writes, while `schedule_wake` had no production binding. `paperclip_finish` also rejected monitor waits. **Expected behavior** A standard native run can set a one-shot monitor on its current task or another accessible task assigned to the same agent. After a confirmed schedule on the current task, it can yield. The scheduler later delivers `issue_monitor_due`. **Steps to reproduce** 1. Start a standard native task. 2. Ask the agent to check the task again later and end its current run. 3. Inspect available tools and try the generic issue execution-policy update. 4. Observe the missing native tool and the lifecycle-write denial. Related PRs: #14680 concerns monitor notes in the shared wake prompt. #11919 changes attempt-limit scope. This PR adds native scheduling and completion authority and retains the existing cumulative attempt bounds. It does not depend on either PR. ## What Changed - Add provider-neutral `set_task_monitor` with a default current-task target, future timestamp, required notes, existing bounds, and explicit clearing. - Check company, task visibility, ownership, runtime permissions, work mode, and active-run authority. Preserve review-only restrictions. Reject the reserved server-owned quota-recovery name before saving or accepting a native wait. - Commit the monitor, audit event, and retry receipt together. Retry receipts survive a successor run without re-arming cleared or consumed timers. - Permit `paperclip_finish` to yield to a persisted monitor. Recheck ownership and the schedule when committing final disposition. Release execution without an immediate continuation. - Preserve due monitors during native execution. Fence wake admission and consumption against replacement, clearing, reassignment, and completion. Preserve unrelated review policy. - Expose scheduled and consumed monitor instructions in task context. Update provider schemas, Rust validation, generated contracts, and execution documentation. - Add an opt-in live Codex smoke script with isolated data and explicit run/session/runner/process evidence. ## Verification - Repository `pnpm -r typecheck` and `pnpm build` passed after rebase. Server typecheck passed again after review fixes. All CI test shards pass on `3def77b1b`, including runner TypeScript/Rust, server, serialized server, workspace, and browser tests. All CI gates are green, including the canary dry run. Greptile is 5/5 on the same commit with zero unresolved threads. - The local monolithic `pnpm test:run`, started before the rebase, was interrupted after current-head CI test coverage passed. It is not counted as a standalone full-suite pass; the focused local regression suites passed. - Targeted server tests cover scheduling, replacement, clearing, policy preservation, cumulative bounds, cross-run retries, permissions, provider-neutral discovery, review restrictions, completion authority, and scheduler/finalizer races. - Runner contract/catalog/semantic tests and Rust terminal-tool tests cover the new operation and monitor completion. - Live Codex test passed twice (latest live run on `e0bcd63e6`) in a temporary database and workspace, with a 300,000 ms warm window. First run `67bd7709-c089-4d4a-9d2b-0d6b618a34b0` yielded at `2026-10-07T13:15:03.274Z`. Second run `97c323f9-595a-4cc5-a007-db5a2fbb937c` started at `13:15:30.952Z`, received `issue_monitor_due`, and completed the same task. Exactly one monitor wake was recorded. - Both live runs used native session `7b1dd753-1c9b-4e7a-b22f-a125dbc3748c`, runner `e90d9a1b-3502-4ee3-b15e-edc024c555d4`, provider session `01a11680-6d01-70c0-9a55-db7246ed66c3`, and PID `64218` with the same process start time. This proves warm reuse for that local Codex test, not only successful scheduling. - Reproduce the paid live test with `node --import ./server/node_modules/tsx/dist/loader.mjs server/scripts/smoke-native-task-monitor.ts --run`, with the installed Codex binary on `PATH` and a valid local login. ## Risks - The scheduler now defers monitor dispatch while the task has an active native run. A stuck run still depends on the existing recovery lifecycle. - Idempotency uses the existing run ledger; no table or migration is added. - Other providers share the tested tool and completion contracts. Only Codex received a live model test. - Existing `call_api` lifecycle restrictions remain enforced. Monitor waits do not bypass task blockers, reviews, or approvals. ## Model Used OpenAI Codex, GPT-6 family, with tool use, code execution, and TypeScript/Rust editing. The session does not expose the exact deployed 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>	2026-10-07 08:41:24 -05:00
DottaandPaperclip	3a726e676f	feat: enforce private task permissions across execution and data (#10633) ... Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 07:06:40 -05:00
Devin FoleyandPaperclip	799e4d556f	fix: make accounting durable and synchronize cost reporting (#14997) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 22:26:48 -07:00
DottaandPaperclip	b508a05c43	feat: add internal agent complaints and suggestions (#15367) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use legacy skills or native runner tools to work on tasks. > - Those agents can encounter friction that does not belong in the task thread. > - A complaint should preserve the raw reaction. A suggestion should describe an improvement. > - This pull request adds attributed local storage and both submission paths. > - Agents can submit feedback once and continue their primary work. ## Linked Issues or Issue Description **Subsystem affected** Server, database, shared contracts, runtime skills, and native runner tools. **Problem or motivation** Agents have no default internal channel for incidental complaints and suggestions. Sending this feedback through task comments adds noise and can alter task workflows. **Proposed solution** Store free-form feedback in the current instance database. Derive agent, run, company, and task attribution from active authority. Provide default legacy skills and provider-neutral native actions. Keep the instructions close to Warp's MIT-licensed originals. **Alternatives considered** Task comments and external Slack delivery add unwanted side effects. Mandatory suggestion fields and short editorial limits would discard useful feedback. This release has no listing API, UI, read tool, automatic triage, or external forwarding. **Roadmap alignment** This is a maintainer-requested addition to the existing runtime skills and runner tool paths. It does not duplicate a listed roadmap milestone. Searches for complaint tooling, suggestion-box, and agent commentary found no overlapping public PR or issue. ## What Changed - Add the company-scoped `agent_commentary` table, shared validation, and idempotent migration `0310`. - Add one transactional service and the agent-only POST route. Validate active authority before writes or replay. Redact known credentials. Commit a content-free audit with each new record. - Add `submit_complaint` and `submit_suggestion` to standard, ask, and planning modes. Keep review, revocation, and completion restrictions. Store replay identity on the commentary row. - Mount `complain` and `suggestion-box` by default for legacy agents. Bundle a dependency-free Node.js stdin helper in the operational skill and allow its POST through the sandbox bridge. - Preserve Warp's complaint voice and suggestion guidance, with attribution and local transport adaptations. Keep source attribution and MIT notices in each skill's LICENSE, outside runtime instructions. - Document custom-runtime HTTP use and database inspection. Add real-database tests and a repeatable live Codex smoke for local and Daytona execution. - Pin the lagging-source migration fixture before the identity-repair migration so later migrations preserve its regression coverage. ## Verification - Personally ran real Codex submissions in all four environments on 2026-10-06. Local runs passed at 20:35 UTC. Daytona native passed at 20:31 UTC; Daytona legacy passed at 20:33 UTC. Each stored exactly two rows with company, agent, run, and task attribution, wrote the continuation marker, exited zero, created no task comments, and left task status unchanged. Each recorded two content-free activity entries. - Daytona used production provider hooks, real remote execution and file transfer, the legacy queue callback bridge, and native private WebSocket ingress. The current Linux runner was built from `abf47b595`, staged, and verified against controller contracts. Both sandboxes were confirmed deleted. This is a focused feedback transport smoke; it does not claim full Runner E2E catalog or browser qualification. - The immutable base image and Linux binary digest are recorded in [the verification documentation](https://github.com/paperclipai/paperclip/blob/codex/agent-commentary/doc/agent-commentary.md#verification). The smoke script can save content-free JSON evidence. No credentials or feedback bodies are in these reports. | Environment | Runner | Complaint row | Suggestion row | | --- | --- | --- | --- | | local | legacy Codex | `59413a00-1de2-4bb1-bcc6-9c4b54c64aa6` | `3db2364d-3e15-4f47-846f-875d3902999d` | | local | native Codex | `5da22b5f-41df-4de5-8ba0-d9345ab01267` | `2d5abe17-dd41-403c-a5ee-4729f2d58921` | | daytona | legacy Codex | `27c9d0aa-8477-409f-9da0-e8ffa48dee50` | `209681c9-d1e9-4ce1-999e-48fa07692389` | | daytona | native Codex | `6eb001bb-4bcf-43f7-8717-f662f53dc7c3` | `77c383d8-a997-49e5-a33e-25c70e15c0b2` | - Run the local check with `node cli/node_modules/tsx/dist/cli.mjs server/scripts/verify-agent-commentary-live.ts`. The documentation gives the Daytona invocation. Both use disposable instance databases and normal Codex provider usage. - Repository `pnpm -r typecheck` and `pnpm build` passed after the test extension. The build includes runner generation, contracts, and replay checks. The smoke scripts also passed a separate TypeScript check. The lagging-source migration regression passed. All equivalent current-head Vitest CI shards passed. The local monolithic `pnpm test:run` invocation was stopped after CI supplied that coverage; it did not complete locally. - Focused tests cover company isolation, spoofing, revoked credentials, stale ownership, post-finish rejection, concurrent replay, conflicting keys, atomic rollback, and deletion through existing services. Boundary tests cover empty text, Unicode, text beyond 8,000 characters, and the 524,288-character ceiling without truncation. Mounting tests cover Codex, Claude, and sandbox staging. Helper tests cover standalone Node execution, stdin, invalid UTF-8, redirects, HTTP failure, and its deadline. Privacy and bridge tests cover successful and rejected requests. - Instructions were compared with Warp's originals. MIT notices and source credits live only in LICENSE files. Native tools preserve truthful disclosure when asked, without routine announcements. - [Full CI](https://github.com/paperclipai/paperclip/actions/runs/37508559190) and Greptile 5/5 passed on the earlier feature commit `5209c3501`. The later head found the migration-fixture assumption fixed in this update. On `8a4965164`, all 55 check contexts passed after one browser shard rerun. Its initial reviewer signoff failure also passed an isolated local browser run (1 test). Greptile scored that head 5/5 and identified one smoke cleanup gap. `6ecbafb0b` fixes failed-acquisition cleanup with four passing tests and a passing smoke-script typecheck. Fresh CI is pending for this final test-only fix. No commentary production code changed during verification. ## Risks - Feedback is internally attributed. It is not anonymous. Existing redaction removes known credentials, but agents must still omit sensitive content. Normal provider transcripts can include their submitted arguments. - Default skill availability changes for existing legacy agents. Runtime policy filtering still applies. The helper uses the existing Node.js runtime with no extra dependencies; custom runtimes can call the HTTP endpoint. - Feedback is removed with its run, agent, or company. Task deletion clears only the issue pointer. Normal database backups include the table. - The migration is additive and has no backfill. Writes serialize on the active run for replay consistency. No server suggestion quota is imposed. ## Model Used OpenAI `gpt-6-astra` through Codex, with `xhigh` reasoning effort and a reported 258,400-token context window. Capabilities used: repository inspection, code execution, and live runtime verification. No subagents 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 - [ ] 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>	2026-10-06 16:14:06 -05:00
3 people	ea8e686197	fix(tools): distinguish requested from granted OAuth scopes (#14059) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps use OAuth connection grants to let agents reach external services. > - Paperclip stored a requested scope as a granted scope when a provider omitted `scope` from its token response. > - A live MCP connection showed why that matters: the provider reported scopes beyond the requested scope. Scope names alone do not establish write capability. > - This PR records whether a scope came from the provider or from Paperclip's request, and flags asserted extra scopes. > - The result is an honest scope record across authorization and refresh, including for self-hosted and Cloud instances. **Review order:** shared scope resolver and OAuth write paths in `server/src/services/tool-access.ts` → optional schema/types/validator fields → focused tests in `server/src/__tests__/tool-access-service.test.ts`. This PR changes the shared OAuth record. The Enterpret catalog definition is separate in **#13906**. ## Linked Issues or Issue Description No public issue covers this bug. Related: **#13906** adds the official read-only Enterpret connector with OAuth and organization tokens. **What happened?** The OAuth callback stored `normalizeOauthScopes(token.scope ?? requestedScopes)`. When the provider omitted `scope`, Paperclip recorded the request as though it were a verified grant. In the live case: ```text Paperclip requested mcp:read Provider token reply no scope field Paperclip recorded ["mcp:read"] Token introspection openid email profile mcp:read mcp:write ``` The access token is opaque. A negative introspection control returned `active: false` with no scope, confirming the wider scope belonged to the live token. The grants API could therefore present requested scopes as though the provider had asserted them. This observation did not establish access to write tools. **Expected behavior** Store the provider's asserted scope when present. When absent, identify the value as an inference from the request. Preserve that provenance through refresh and report extra scopes only when the provider actually asserts them. **Steps to reproduce** 1. Use an OAuth provider that omits `scope` from its token response. 2. Complete consent after requesting `mcp:read`. 3. Read the connection or grant: before this fix, the stored `scopes` looked like an asserted read-only grant. 4. The focused fixture tests reproduce the callback and refresh record without needing a live provider. **Deployment mode** The shared OAuth path affects self-hosted and Cloud. The live provider evidence came from an isolated self-hosted runtime. ## What Changed - Added `resolveGrantedOauthScopes`. It records `scopeSource: provider` when the token response asserts scope, or `requested_fallback` when it does not. `unrequestedScopes` contains only provider-asserted scopes outside the request. - Applied the resolver at initial authorization and refresh. A refresh without `scope` retains a previous provider assertion and warning; a fresh assertion can replace them. - Stored the actual authorization request per grant as `providerTenant.oauth.requestedScopes`. This keeps a multi-user connection's refresh baseline tied to the right grant. Generic MCP OAuth also records discovered scopes when it sends them; curated apps retain their reviewed request. - Carried provenance onto the connection and default organization grant. The organization grant does not receive token expiry, so its existing refresh/reconnect behavior remains intact. - Added optional fields to database JSONB schema types, shared types, and validation. Existing grants need no migration or backfill. This PR **does not change authorization decisions**, reject tokens, introspect providers, or show a new UI warning. If a provider hides an over-grant by omitting `scope`, Paperclip still cannot discover it. `unrequestedScopes: []` with `requested_fallback` means **unknown**, not least privilege. ## Verification **Current head:** `7fde922a8`. Reconciled with master `88ff98b83`; the final diff is six OAuth implementation, contract, and test files. Preserved master's generic `offline_access` consent and legacy callback baseline, and verified requested versus provider-asserted scopes on each grant. Removed four duplicated GitHub token-method fixture properties after fresh review. All 504 focused tests in seven suites pass on the final head. Local workspace build, recursive typecheck, build-gap typecheck, module boundaries, node-version, token gates, and runtime push-policy checks pass. The full local Vitest run completed with 15,610 passing tests, 91 skipped, and six failures in heartbeat/workspace suites; all six failures reproduced on unchanged master `88ff98b83` in an isolated baseline worktree. These suites and their runtime code are unchanged by this PR. Greptile is 5/5 on this exact head with no actionable findings. All current-head GitHub checks are green: 53 successful check runs, two intentional Storybook skips, and the successful Snyk status. The initially failed adapter-access and signoff-heartbeat shards both passed their single rerun. [CI run](https://github.com/paperclipai/paperclip/actions/runs/37521588330). The regression coverage includes omitted and explicit scopes, asserted extra scopes, refresh preservation, per-user request baselines, generic MCP discovery, and organization grants. No live provider token is needed to reproduce these recordkeeping cases. ## Risks - Existing records keep their scope list but have no source marker. Historical provenance cannot be recovered from them. - A refresh that omits `scope` preserves the last known assertion. A provider that silently narrows a grant will not update the record until it asserts a new scope. - A provider that omits `scope` leaves the actual scope unasserted. This PR cannot discover scopes omitted from the response or establish endpoint capabilities. Enterpret’s provider fixes are separate follow-ups. - Scope provenance is additive metadata. No policy path uses these new fields to allow or deny an action. ## Model Used Implementation and tests: Claude Opus 5 (`claude-opus-5`) through Claude Code with extended thinking, tools, and code execution. PR text cleanup: Codex GPT-6 (exact host model ID and context window were not exposed; tool use). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] Focused tests pass locally; full-suite baseline failures are 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 current-head CI gates are green - [x] Greptile is 5/5 on the current head with no actionable follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge This shared scope-recording fix can be reviewed and merged independently of the Enterpret connector. --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 13:25:20 -07:00
DottaandPaperclip	9f7057e122	feat(connections): configure custom model providers across agent harnesses (#14970) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use a harness, a model, and a credential to run tasks. > - Connections already store credentials and control who can use them. > - Custom providers also need an endpoint and a supported API format. > - A per-agent endpoint would duplicate credentials and access rules. > - This pull request stores routing on the connection and projects it into the harness. > - Isolated credentials and protocol checks keep the selected connection authoritative. ## Linked Issues or Issue Description Refs #37, #13083, #14104, #14565, #12692. #14016 is a reference only. This PR has its own schema, vault persistence, routing validation, runtime projection, and tests. None of the five commits in #14016 is an ancestor of this branch. We do not depend on or plan to merge it. #14967 addresses task-pinned account pools. #14422 addresses another provider integration. This is the first of two linked PRs. Merge this connection change before #15341, which refines agent setup and adds the qualification harness. The split keeps each review below 100 changed files. Provider catalog entries have usable setup forms in this PR. Local browser subscription sign-in is included. ## What Changed - Store non-secret routing metadata on AI connections. Vault provider API keys, including Bedrock bearer API keys. Reject general AWS access keys. - Enforce company, owner, human audience, agent access, connection status, and protocol checks before resolving credentials. Keep reconnect destinations immutable and retain connection identity during key rotation. - Project OpenRouter and compatible custom endpoints into Codex, Claude, OpenCode, and local Hermes. Carry these settings through both legacy and native runner transports. Clear conflicting host credentials and redact keys from diagnostics. - Preserve older OpenRouter accounts and native personal defaults. Add Google API-key accounts and migration `0306` for the two provider-default constraints. - Run local Claude and Codex subscription sign-in behind the existing browser sign-in card. Use private attempt homes and owner-bound completion instead of a copied terminal command. - Seed isolated Gemini authentication and preserve OpenCode workspace permissions. Keep the selected connection authoritative. The independent Gemini and Grok workflow fixes are in #15341. - Keep native OpenCode custom gateway keys in a runner-owned selected-model proxy; the harness config contains only a session-scoped capability. Honor runtime outgoing proxy and certificate settings. Preserve streamed responses and revoke the proxy on close or startup failure. - Allow ordinary members to connect native personal accounts before an agent exists. - Repair routed accounts from task cards using the saved provider destination, protocol, model aliases, and connection identity. - Add provider catalog definitions, model discovery, pinned logos, and complete native and routed setup forms. Allow a personal routed connection before a new agent exists. Keep endpoint authentication keys out of Hermes terminal children. - Recover cancelled or restarted browser sign-in with a clear restart action. Support no-auth endpoints without a vault credential. Add isolation and recovery regressions and runtime documentation. ## Verification - Updated with `origin/master` at `22a3ea341`. Migration `0306` follows the new master migration and passes migration and snapshot checks. - The integrated connection regressions passed 152 tests and 50 native OpenCode driver tests, including key-free child-shell configuration reads, authenticated/no-auth forwarding, streaming, model/path restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass. Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34 executable also completed a turn through the proxy against a local synthetic provider; the reusable key was absent from its config. A second real-executable smoke passed with an HTTPS CONNECT proxy and runtime-specific synthetic certificate trust. Certificate-file and certificate-directory regressions pass. - Task-card repair passed 48 tests, including OpenRouter, Bedrock, and custom gateway reconnect cases. UI typecheck and token gates passed. - The prior core regression set passed 133 tests across new-agent setup, provider forms, browser sign-in, routing projection, and connection authorization. Token gates and UI typecheck passed. - Full workspace typecheck and production build passed again after the latest integration and credential-proxy fix. The merged deterministic runner E2E suite passed 1,400 Vitest tests and 128 Node tests. - Full workspace typecheck passed on the prior linked combined implementation. Production build, Storybook build, 1,316 browser-harness Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the latest master integration and regenerated migration. This exact head passed 54 remote checks with four expected skips and Greptile 5/5; no review threads remain open. An unchanged server fixture had a random six-character issue-prefix collision on its first attempt. All 245 tests passed locally and the single CI retry passed. - A provider-free terminal check used the cited supported Hermes source and dummy keys. Gateway and OpenRouter terminal children could not read the selected key. - The broad local Vitest attempt passed 15,442 tests but was not green. It had an embedded-Postgres startup failure, an HTTP logger timeout, an origin socket error, and a browser cancellation wait timeout. The cancellation wait was corrected. The relevant connection tests and the full origin test file passed separately. Latest-head CI must pass before merge. - Prior credential-backed acceptance exercised task creation, tool use, artifact delivery, completion, and context-dependent follow-up. Claude legacy and native runners passed Bedrock with `us-east-1` and `us.anthropic.claude-sonnet-4-6`. - Historical local qualification retained 43 passing API/gateway cells out of 46. Those attempts span earlier builds. They do not qualify this exact commit or staging. All subscription combinations and staging remain unqualified. - Verify native subscription and API-key setup. Connect a regular provider catalog row. Verify an incompatible harness and a changed reconnect URL are rejected. Use #15341 for the complete browser campaign. ## Risks - Migration `0306` changes two check constraints. It preserves rows and is safe to reapply. It takes normal constraint-change locks. - Credential projection touches several harnesses. CLI upgrades can change provider configuration and session behavior. - The native OpenCode proxy adds a loopback hop, pins requests to the selected model, limits request bodies to 16 MiB, rejects redirects, and expires at session close. It prevents reusable keys in the child configuration; it is not an OS isolation boundary against a process debugger running as the same user. - Custom endpoints must be reachable from the agent environment. Saving a connection does not prove connectivity. Bedrock keys require rotation before expiry. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Provider overloads and an unresolved follow-up timeout also affect live Gemini qualification. We have not patched the installed CLI or marked those cases as passing. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS identity, arbitrary auth headers, and custom routing for other harnesses are excluded. - These PRs do not establish production or staging qualification for every provider and login method. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window size were 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>	2026-10-06 13:29:03 -05:00
DottaandPaperclip	22a3ea3414	Invite assistants from Connections with scoped browser and device consent (#14933) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Public MCP lets people use their organization from an external assistant. > - Operators need a visible control for this experimental access. > - Hosted users should select an organization once and then approve its permissions. > - This pull request adds the setting, invitation-first setup, and browser or device consent. > - Connections provides a copyable invitation with public instructions that grant no access. > - Users reach browser consent from their assistant and return to inspect or revoke access. ## Linked Issues or Issue Description Builds on merged foundation #14846. This PR now targets master. Related settings convention: #13905. **Current behavior** The preview uses an environment variable to enable MCP. Hosted consent repeats organization selection. Assistant access has no entry in Connections, so users must already know the endpoint and how to reach consent. **Proposed behavior** An administrator enables Settings → Experimental → Assistant connections (MCP). A hosted connection shows the selected organization and its icon, then asks for permissions. Requested write access starts checked when the user’s role permits it; the user can opt out before connecting. Direct instance connections show an organization picker with the first available organization selected. The selection stays fixed across refetches and still requires an explicit Connect action. Connections includes Assistant Connection (MCP). Its setup page explains the canonical endpoint, client configuration, browser authentication, and connected access. It connects as the current person and does not select or impersonate an agent. **Reason and benefit** Operators manage access with the other experiments. Users select one organization, and both the UI and server enforce that choice. **Breaking changes** The old enable variable has no effect. Preview operators must enable the setting once. Apply the additive consent-request migration before deploying the tenant, then deploy the compatible Cloud broker. Existing direct requests and grants keep their behavior. ## What Changed - Simplify OAuth and device consent: show the Paperclip logo beside “Connect {client} to Paperclip”, fall back to “your assistant”, and show the identifying origin plus its favicon below, with the callback URL also visible when different. Remove the hosted-organization creation action. Default to the first available organization without silently changing it on refetch; preserve company restrictions and write opt-outs. Keep the button row contained on narrow screens. - Make Copy invitation the primary action, using the shared animated AgentSetupPrompt and a collapsed manual setup section with icon-labeled line tabs. Remove redundant link actions, copy-status text, the extra first-prompt well and revocation explanation from the setup page. Serve shared version-aware HTML and Markdown instructions without private organization data. - Support guarded Client ID Metadata Documents alongside dynamic registration, and include authorization response issuer identification. - Add RFC 8628 device authorization with separately hashed codes, expiry, shared request quotas, persistent polling backoff and atomic redemption. Reuse human consent, role checks, scoped grants, audit and revocation. - Add CLI device login and a local stdio bridge. Store credentials separately with private permissions and serialize rotating refreshes. - Add device consent stories and five cold-start paid Product E2E cases with independent grant, configuration and durable-work assertions. - Add `enablePublicMcp` to the settings validator, normalizer, feature catalog, and toggle UI. Check it live for OAuth, tools, subscriptions, and event delivery. Keep connection management and revocation available while disabled. - Default the MCP origin to the existing auth public URL, with strict validation and an explicit override. - Persist the optional OAuth `company_id` restriction. Describe only that company and reject approval for any other company, even if the person belongs to both. Keep active-membership and role checks. - Show the Paperclip icon and a large organization icon during consent. Return the saved company logo through the company-scoped request response and reuse the standard fallback icon. Use the requested concise permission labels: “Read all of your Paperclip data” and “Allow write access and creating tasks as me”. Use concise permission copy, retain a compact client and callback-origin disclosure, and remove the footer link. - Default requested write access on for eligible roles. Preserve opt-out across organization changes and refetch, reset defaults for a new request, and submit read-only access when the request or role does not allow writes. Align the shared checkbox with its label. - Use organization wording in consent, management, settings, and walkthroughs. Keep the organization fixed for hosted requests and retain direct-instance choice. - Add an Assistant Connection (MCP) card to the Connectors catalog, a setup page in the app shell, and a return link from Experimental settings. Include Codex, Claude Code, OpenCode, and generic remote MCP instructions. - Read the live gate and canonical server URL through authenticated setup metadata. Show only the current person’s grants for the selected organization, refresh after consent, and support revocation. Surface catalog status failures with an explicit retry action; do not present them as an empty connection list. Opening setup grants no authority. - Start the eight guided chapters in Connections. Keep presenter notes and chapter controls around real product pages in the app shell. Explain the terminal, consent, delegation, retrieval, and revocation handoffs. Mark conversation examples as illustrative. Cover first use, client setup, connected, loading, and error states. Keep the existing consent and management stories. - Keep the paid-eval setup and browser helper aligned with the setting and consent button. ## Verification - Warm-standby integration fix `ec64ea05e`: public MCP ingress now follows the Cloud claim guard; MCP and discovery paths return 503 instead of SPA HTML while unclaimed. Event polling checks the in-memory claim before reading the persisted experimental setting. All 97 focused OAuth/Cloud tests and server typecheck pass, including new request and timer regressions for idle-before-claim and resume-after-claim behavior. Fresh review is 5/5 with no unresolved threads, and all security scans pass on this final head. All browser shards, typecheck, build, canary installation and other test groups passed on the first attempt. The unchanged Cursor sandbox default-command test timed out at 10 seconds; the exact test passed locally without edits in 587 ms. The single failed-job retry passed, with the original failure retained in workflow 37500711895. All 54 final-head checks pass on `ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs are intentionally skipped). - Final master integration `8457828fc`: merged foundation #14846 and current master, preserving the invitation changes and all 33 files from the two newer upstream changes. No migration renumbering was required. All 95 focused OAuth/Cloud integration tests, full recursive typecheck and token gates pass. All CI gates passed on that integration head; review identified the warm-standby issue fixed above. - Security-review fix `8c1d0b696`: commit shared global/per-source admission before outbound CIMD work, preserve failed-attempt receipts, and validate resource/scope before fetching. Added migration `0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive typecheck and production build pass. The security scanner passed that commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18 authorization requests sharing one proxy across two service instances use just two fetches. All 70 OAuth/metadata tests and server typecheck pass after that refinement. Final follow-up `8ebeae84c` reports admission-storage failures as retryable HTTP 503 instead of invalid client metadata. Its regression proves no outbound request before admission and successful retry after storage recovers. All 71 OAuth/metadata tests and server typecheck pass. Final-head security scanning passes; Greptile is 5/5 with no unresolved findings. CI passed all browser shards, typecheck, build, token gates and canary installation. One unchanged adapter-utils bridge test raced a response-file write (expected a JSON error, received the safe file-changed error). The exact test passed locally without edits. The single failed-job retry passed; the original failure is retained in workflow 37490609192. All 54 checks now pass on final head `8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final integration above now targets master. - Integration with current master: preserved the new Connections source filters and pagination, kept all eval suites, and regenerated the consent/device snapshots as migrations 0303/0304. All four MCP migration SQL hashes are unchanged from the staging versions. Full recursive typecheck and production build, 132 focused UI tests (including catalog filtering), 89 server authorization/settings tests, 26 migration tests, 120 eval calibration tests and token gates pass. Review follow-up `4820ce74c` also keeps active assistant grants in Installed, with pending/error recovery and revocation/company-isolation coverage. All 76 setup/catalog tests, UI typecheck and token gates pass after that fix. The unchanged signoff browser test timed out waiting for a heartbeat in CI at `4820ce74c`; the exact test passed locally without code changes, and the preceding CI head passed that shard. That same unchanged test failed at the reviewer stage in the next CI run. All five signoff tests passed three times locally (15/15), without test changes. All eight browser shards pass at final head `8ebeae84c`; no browser-test edits or failed-browser-job retries were needed. - Setup-page refinement at `9ab009178`: all 17 focused setup/consent tests pass, along with UI typecheck, production build, Storybook build and token gates. Browser exercised the shared prompt preview and client tab switching, and the updated InvitationCopied Storybook interaction checks its clipboard fixture. All final-head CI checks pass at `9ab009178`, with no unresolved review findings. Deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524. Verified the actual page, tab switching and line styling, removed actions/copy, and successful native copy/paste of the complete Butter invitation into a local-only test field. The existing Claude grant was left intact. - Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates pass. UI typecheck and production build passed again at `4e4d5e4d9`; Storybook build and eval-helper typecheck passed for `28101cf91`. Follow-ups let the primary button wrap on narrow screens, preserve a distinct callback URL, and use only bundled icons to avoid pre-consent requests to client-selected sites. Browser-verified the real consent component in desktop and 320px mobile stories, including default selection, write access and preserved opt-out. Updated E2E heading/default-selection helpers. All CI checks passed at `dc8e9fd11`, with review 5/5 and no unresolved threads. The Butter preview publication needed a retry because npm initially accepted the DB package before making it visible; the retry succeeded and `dc8e9fd11` deployed. Verified a fresh, unapproved native Codex CIMD request on Butter: default organization/write selection, known-client heading and icon, distinct callback origin, and removed creation action. No grant was approved for this UI check. Prior paid runs below retain their exact source provenance; this UI-only follow-up did not rerun paid qualification. - Source-pinned paid matrix at `2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign `local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config, unavailable host, denied consent and reconnect/later retrieval, with independent configuration/grant/task/run/document assertions. Original failures, transcripts, source fingerprints and billing remain retained. - Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`. Latest `0637b9f1c` shares that same guidance across HTML, Markdown and manual UI after review; generated Markdown is verified byte-identical to the paid-evaluated version. Shared build, server/UI typechecks, token gates and 63 auth/metadata tests passed again. Every CI gate passed at prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads. - Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval calibration tests, server/UI/eval typechecks, token gates and Storybook build passed. Full recursive typecheck and production build passed during implementation; CI also passed them at `2992ef271`. - Local full-suite limitations: a large-file Git streaming test times out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh MCP reruns passed, and the corresponding CI groups passed. No claim that the local full suite is green. - Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD consent; device CLI reaches verification/consent. New grants await human approval. Existing local OpenCode retrieved a saved result in a fresh conversation through its previously approved grant. - Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received the exact copied invitation, read public setup, configured its server and started PKCE consent. Its shell command timed out; background retry reached the client's own callback deadline while approval remained pending. Latest instructions cover that handoff. **No completed Butter read/delegation/result retrieval is claimed.** - Cloud companion https://github.com/paperclipai/paperclip-cloud/pull/672 passes checks/review and deployed. Anonymous setup and device-protocol routing verified. Core `2992ef271` deployed successfully and the actual Claude web flow now reaches consent. Its extra JWT-bearer metadata is filtered to implemented grants; unsupported token grants remain rejected. Final `0637b9f1c` deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300; live HTML and Markdown both contain the final guidance. The superseded instruction-only build was canceled before deployment. This is a core-only staging preview; private Cloud plugins are omitted. ChatGPT web is signed out, so browser connector use is unverified. - Screenshot gallery begins at Butter's dashboard and distinguishes real setup/pending consent from local reuse and fixtures. It records the timeout finding. New persistent access needs human confirmation before the remaining actual-client acceptance work. - Manual path: Connectors → Assistant Connection (MCP) → Copy invitation → paste into assistant → configure and start authorization → sign in and approve → verify `paperclip_connection` → delegate → retrieve the saved report later. - Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md` and `doc/public-mcp.md`. ## Risks - Apply additive, replay-safe migration `0304_curvy_shadow_king.sql` before using device authorization. The public setup link carries no credential. Device codes and tokens stay private; neither sharing instructions nor installing a plugin authorizes access. - Apply additive migration `0305_chubby_vin_gonzales.sql` before deploying the shared metadata admission gate. It retains at most 60 short-lived, hashed-source receipts per instance and rejects excess attempts with 429. - CIMD metadata fetching is a new external-input boundary. It requires HTTPS, exact client ID and redirect validation, bounded responses and guarded DNS/network access. Client names remain self-reported. - Device support is per-instance. The central Cloud broker retains its existing grant support. Host installation and tool reload capabilities vary by client; instructions describe manual settings and restart requirements. - Consent names the registered client in its heading and displays its identifying origin below. Known-origin icons are bundled; all other origins show a neutral site icon without contacting client-selected sites. Client names are self-reported; the callback origin is the recipient check. The Cloud chooser also displays the original client and receiving origin before tenant handoff. - A user who accepts the preselected write permission can create tasks and comments. Task creation and comments can start or wake agents and use execution budget; the consent label uses the concise wording explicitly requested by the maintainer. Scope requests, role checks, and the final Connect action still apply. - Migration `0303_supreme_garia.sql` adds one nullable UUID column with `IF NOT EXISTS`. Requests without a company restriction keep the direct-instance picker. The binding stays recorded if its company is deleted; consent then fails closed. - Deploy tenant support before the Cloud broker sends `company_id`. Unknown or inaccessible organizations must never fall back to a different company. - The setting defaults off. Disabling access does not cancel work already delegated. Existing tokens and unexpired subscriptions can resume when enabled again; revocation remains separate. - The catalog entry is visible for discovery while the feature is off. Setup instructions, OAuth, and tool execution remain gated. No access is granted by viewing the entry. - Assistant sign-in starts in the external client so it owns PKCE and callback state. Client command syntax can change and links to official setup documentation are included. - An authenticated instance and valid public URL are required. Hosting, paid execution, and store publication remain separate rollout steps. ## Model Used OpenAI GPT-6 in Codex, with tool use and code execution. The exact serving model version 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 (focused checks pass; unrelated local full-suite timeouts are explicitly 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>	2026-10-06 12:35:16 -05:00