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505e1a5582 |
feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path > - Paperclip manages AI agents and their work. > - An agent workflow needs persistent facts and a safe way to transfer work. > - Creating a task for each phase splits the objective, discussion, workspace, and review policy. > - A case can retain the facts while one primary task moves between agents. > - Transfers must survive process failure and preserve private access, budgets, and completion gates. > - This pull request adds durable case handoffs, native case tools, and read-only case pages. > - Prompts describe the workflow. Existing task controls decide when work can run and finish. ## Linked Issues or Issue Description **Problem or motivation** Prompt-driven agent teams need a persistent record that can move through triage, implementation, verification, and correction. Ordinary reassignment does not provide a durable instruction, safe release barrier, or recoverable delivery receipt for an agent handing off its own running task. **Proposed solution** Extend standalone cases with one primary task, a descriptive phase, retained access sources, and a handoff ledger. Apply assignments after source execution and workspace settlement. Deliver each transfer through the existing durable wake queue. Provide `create_case`, `read_case`, `update_case`, and `handoff_case` in the native runner. Creation requires kickoff and explicit workflow text. An explicit handoff to `done` closes the case when normal task completion is accepted. **Alternatives considered** Do not add a workflow engine, filesystem queue, configured state graph, or one task per phase. The workflow document combines transition prose with an optional Mermaid `stateDiagram-v2` map. The server does not execute the diagram. The Pipelines experiment removed on master stays removed. **Roadmap alignment** This extends Agent Reviews and Approvals, Enforced Outcomes, Bounded Run Recovery, and Activity Log attribution. Existing approval, review, budget, privacy, workspace, and responsible-user rules remain authoritative. Related work: [ordinary handoff wake recovery](https://github.com/paperclipai/paperclip/pull/15019). This feature adds a separate persisted case-handoff receipt and release barrier. ## What Changed - Add case routing fields, retained access sources, durable handoff history, delivery leases, and replay-safe migrations. - Keep the same primary task across agent phases. Preserve each returning agent's own session and the task's workspace. - Fence outgoing mutations, wait for provider and workspace release, and recover delivery without duplicate task comments or runs. Recheck current assignment permissions as the original caller before applying a delayed transfer. Scope a run Stop to that run’s own handoff intents, so repeated old Stop requests preserve newer work. Cancelling terminal intent without a source run also requires fenced current task ownership, including native retries and preparation with an old checkout. For Cloud callers, revalidate current stack membership with an uncached Cloud RPC and derive owner elevation from the current managed setting. - Keep case reads, documents, assets, Audit, and live events inside retained task/project permissions. - Add native case creation/read/update/handoff tools. Store required workflow text and initial documents on the first task. Page oversized case facts and referenced document bodies through the dedicated tool with bounded UTF-8 JSON, current routing versions, snapshot conflicts, and current source authorization on every page. - Add read-only case lists and detail pages, task-style list controls, compact dotted field tables, linked handoff tasks, and case filters in Audit. - Add native/legacy integration tests, migration/restart tests, browser coverage, and bounded live receipt fixtures. Extend the trusted sandbox condition to cover the new subscription fixture profile. - Hide obsolete paused-agent warnings on completed or cancelled task threads. - Synchronize the company-switch settings test with React effects after a CI failure. Preserve its security assertions and production remount behavior. ## Verification The branch directly includes master `9ef434fe79`. The required `ci / verify` and `ci / e2e` gates pass on head `765fccd67c`. [Current-head CI](https://github.com/paperclipai/paperclip/actions/runs/39464348614) passes typecheck, build, tests, and all eight browser shards. Security checks pass. [Greptile gives this exact head 5/5](https://github.com/paperclipai/paperclip/pull/16959#issuecomment-6291156549), with no unresolved review threads. The optional Paperclip Review check remains queued because its assigned agent is paused. It is not a required branch check. No check result was overridden. Local workspace typecheck and build pass after the master merge, along with database migration checks, token gates, map checks, Storybook catalog checks, and the Copilot profile identity check. Standard builds refresh Runner vendor output. Focused checks pass 2,008 API/paging/context tests and 7 strict case protocol tests. The final commit changes one test fixture only; its ten tests, UI typecheck, and token gates pass. No production source changed in that commit. On current head `765fccd67c`, all **194 critical workflow tests** executed and passed with no skipped tests in those files: - 38 Stop/ownership tests, including board completion intent, native retries, stale Stop, and preparation with an old checkout. - 2 actual legacy process/HTTP handoff tests, including scratch failure, a closed-stdio child that continues writing, and recovery through a fresh worker after the process group stops. - 5 migration tests, including SQL column metadata, preserved null authority context, and all six prior-numbering receipts. - 3 process-settlement and 5 scratch tests. - 88 handoff-service, 18 heartbeat handoff, and 21 native case-tool integration tests. - 7 bounded case/document-read projection tests and 7 strict protocol-contract tests. The current CI checkout was `fed65d49`, merging `765fccd67c` into master `9ef434fe79`. Its new document regressions reconstruct exact Unicode/escaped bodies and revisions through real native authority and authenticated HTTP with generic API tools disabled. They cover case-owned, primary-task, and linked-task documents; routing on every page; stale document snapshots; access loss and unlinking; unrelated/foreign/private sources; system documents; and quarantined content. Active-task document tools retain their existing behavior. These are current-head test results from the first CI attempt; the browser-only retry did not rerun these suites. The full `64fdd3403f` CI failed one separate settings test: after a company switch, it observed an unsettled API-key draft. The production component and test were unchanged from prior green source. Production switches remount both keyed settings layers; the test directly reused an unkeyed view and used a timer tick instead of waiting for React effects. The final commit replaces that fixture synchronization with React `act`. The exact secret-clearing assertions and all timeouts remain unchanged. The original assertion failure remains recorded; no unchanged retry was used. The narrow unchanged baseline and fixed fixture each pass 10 tests. The upstream result-paging merge preserves case capture namespaces and current asset privacy. Its API integration suite executed 39 of 41 tests successfully, with two skipped; the optional assigned-result PRP integration test was skipped. Neither skipped suite is counted in the 194 critical tests or as live provider proof. All 361 upstream migration entries and SQL bodies remain unchanged. Six case migrations follow master as 0363–0368 with identical SQL hashes. Official Drizzle generators produced the combined metadata and five retained snapshots. Generation reports no schema changes, and the snapshot drift test passes. The earlier `ce361ae5d0` CI passed on attempt 1, including its then-current 179 critical tests. Fresh review later identified unusable document references with generic API tools disabled; the bounded document reads and ten additional authenticated HTTP tests address that finding. The full local `pnpm test:run` attempt was cancelled after this Mac exhausted PostgreSQL semaphore capacity; it is **not** counted as a pass. Later database attempts also stopped before assertions or skipped, including one sandbox socket denial. Two original stale-Stop regressions did reproduce the bug against the old source. A REST serialization assertion passed after two preserved database-startup failures. No test timeout was increased. All 194 assertions listed above executed and passed in current-head CI. The complete 385-file, 3,963-test UI shard also passed after the fixture repair. A configured-provider receipt workflow passed 13 backend checks across triage → implementation → verification → correction → done, using one task and four work runs. The saved receipt is revision 2 with total 6 USD; case and task both closed. The original canonical attempt remains failed because its browser assertion confused the terminal destination with completed-task tooltips. The corrected full browser verifier passed on the same retained database and original runs, with no additional provider calls. The last clean-build browser readback is on `6a86c54a53`; later changes affect recovery, authorization, bounded reads, and settlement. Accounted work cost is a $1.010574 rate-card estimate; provider billing and setup-probe usage are unavailable. Copilot profile 49 passed the unchanged seven-fixture private protocol pack (46/46 checks, no retries) and the product file-edit canary after master's completion-replay change. All 60 bound implementation hashes remain unchanged on the current source. Historical profile-47/48 identities and results remain intact. See the [profile-49 compatibility record](https://github.com/paperclipai/paperclip/blob/codex/persistent-case-handoffs/doc/plans/2026-10-20-copilot-completion-recovery-compatibility-v49.json). This is bounded compatibility evidence, not a fresh full matrix, installed-package product test, or Daytona rollout. Preserved CI failures and retries: - On `20662930ac`, Slack managed setup failed a five-second success assertion after reload. Its test/application path was unchanged from a prior green head. One unchanged-source retry passed all 25 tests in that shard; no source or timeout changed. - On `9402b4f17a`, two CI workers received shutdown signals at 15:24:19 UTC. Neither log had an assertion failure before interruption. One unchanged-source retry of each passed all Runner static checks and all 32 tests in browser shard 6; both aggregates passed. The next head, `7b4374edaf`, passed all CI without retries. - On `295f289b5a`, serialized shard 9 timed out during its first device-login test, then the next test found an active login lease. Direct login/test paths were unchanged from a prior green head. Cold import plus a timed-out async body using the next test's mutable actor/store is the supported fixture-race explanation; no request trace proves that sequence. The original failure remains recorded. One unchanged-source retry passed all 294 tests in 19 files, including all 41 device-login tests. No login source or timeout changed. The subsequent `ce361ae5d0` CI passed without retries. - On `64fdd3403f`, one company-switch settings assertion observed an unsettled draft. The final test-only commit uses React `act` without changing assertions, timeouts, or production code. On `765fccd67c`, all ten settings tests and the complete 385-file, 3,963-test UI shard passed. - On `765fccd67c`, browser shard 3 completed the split-handoff assertions, then cleanup received HTTP 500 from run cancellation after a one-second PostgreSQL row-lock timeout. The extra chat run was reporting completed work while teardown began. Cleanup stopped before restoring a global experiment flag, causing a later assertion to fail. Relevant production and test paths are unchanged from an earlier green commit. Stop's lock order is consistent, and no nested self-lock was found; the exact PostgreSQL blocker was not recorded. One unchanged-shard retry passed. The original failure, trace, and downstream flag failure remain recorded. No Stop implementation, cleanup assertion, or timeout changed. The retry supports intermittent cleanup contention; it does not identify the original blocking transaction. ## Risks - Local process transfers require host-owned PID/group absence. Missing or uncertain termination evidence keeps delivery pending, independently of scratch setup. - Handoff admission and task cancellation share execution ownership. New regression tests cover temporary holds, late source writes, and uncertain provider termination. - Retained private sources use an intersection of existing permissions. This intentionally fails closed when a source is missing or an existing task cannot preserve that boundary. - Migrations add tables and indexes. They preserve master history and can replay over prior feature installs. Migration 0368 adds nullable internal authorization provenance with no default or authority backfill. Historical transfers still awaiting release without this context fail closed; an operator must cancel them and request a new handoff. - Delayed Cloud handoffs depend on the current Cloud membership RPC. An unavailable, ambiguous, expired, or mismatched response holds the handoff for retry; it does not reuse cached authority or grant access. - Bounded reads reload and reauthorize the selected projection per page. Underlying work grows with the data size and number of pages. Changed data or routing requires restarting from offset zero without the old snapshot. - Phase names and workflow diagrams remain advisory. They do not satisfy review or approval gates. - This is a large, cross-cutting PR. The maintainer requested one PR for the whole feature; the commits separate data, runtime, UI, and qualification work. ## Model Used OpenAI Codex, GPT-6 family, with tool use, code execution, and delegated code review. The exact deployment model ID and context-window size were not exposed in the session. Live fixture agents used the explicitly configured provider model recorded in their test evidence. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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e38d6d16b6 |
feat(connections): add advanced provider setup and live browser qualification (#15341)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users connect accounts and choose an agent harness and model. > - The runtime change in #14970 supports custom providers on those connections. > - Normal setup must stay simple while advanced users can choose a compatible gateway. > - Shared connector rows and access controls keep these choices consistent. > - This pull request refines the agent setup UI and adds review stories and repeatable browser qualification. > - The qualification checks real tools and downloaded outputs, not only a successful run status. ## Linked Issues or Issue Description Refs #14970, #37, #13083, #14104, #14565, #12692. The core implementation in #14970 is merged. This branch incorporates its squash commit and targets `master`. Both PRs contain our implementation. #14016 is a reference only and is not a dependency. This PR has 96 changed files. ## What Changed - Complete model-provider connector presentation beside other connectors. Each row uses the existing Connect action and connection list. Tags are stored without category UI. The base PR includes the provider forms and routes. - Show persistent Subscription, API Key, and Advanced choices. Label Advanced as Custom Gateway. Reuse provider logos, connection lists, and permissions controls. Default access to the organization and all agents when permitted; keep narrowing controls under Advanced. - Keep Configure reachable before subscription sign-in, so users can select a supported environment when the default cannot sign in. Testing and saving still require a connection. Show the execution environment in Configure. Preserve the confirmed Connect choice. Editing a method, credential, saved account, or advanced choice requires that current choice to connect before testing or saving. Use matching model and thinking-effort dropdowns and retain connection icons in selected values. - Preserve the new harness model default when switching an existing OpenCode agent to Codex or Claude, and resolve user-selected model names with the effective harness. - Load popular OpenRouter models through the shared connection-model discovery path. Keep explicit model lists and manual model entry available. - Group onboarding, connection setup, agent runtime, management, recovery, and production-component stories under AI Connections / Provider routing. - Add an explicit-only provider-connections browser suite for managed local or existing local/staging targets. Use private browser profiles and credential handoffs. Support human-assisted subscription sign-in without sharing passwords or tokens in reports. - Verify persisted connection identity, runtime probes, tool execution, exact artifact bytes, completion, and context-dependent follow-up. Retain source/model provenance, cost bounds, closed error diagnostics, original failures, and cleanup evidence. - Add Gemini startup-model and skill-root fixes, Grok private-history detection, ACP filesystem regression fixtures, selected-workspace handling for local Hermes, and artifact-helper workspace fallback. - Keep managed Grok runtime homes disposable. Remove host-side transcript retention/restoration because private file modes do not isolate same-user agent processes. Ignore earlier development archives and use a fresh task handoff when history is unavailable. Verify the absence of restored transcripts with a separate same-user process. - Capture stopped-run diagnostics before deleting an attached-company fixture agent. Track creation and owned sign-in receipts; revoke only this attempt's accounts and never adopt a concurrent campaign's newly created account. Preserve failure signals and final status through cleanup. - Require the requested environment in the saved agent and every run, including follow-ups. Reject a forced incompatible target. Keep one cancellation state through startup, every cell, reporting, and teardown for SIGINT, SIGTERM, and SIGHUP. Stop further paid cells after interruption. Document qualification limits. ## Verification - Current head `b3bb3e94d577d43d9965a6b9daba039f599b2e49` includes master `d9f600043`. The security fix in `a758fde31` passes full workspace typecheck, production build, and 119 connection/Grok regressions. The unchanged UI passes all 126 configuration/model-discovery tests and token gates. The final published-guide correction passes Grok adapter typecheck. Earlier head `eebd8225c` passed the complete deterministic runner suite (1,404 Vitest tests and 128 Node tests) and all CI jobs. Current-head CI run `37520147514` passed all 47 jobs, including the full sharded Vitest and browser matrix, production build, and canary dry run. All 55 checks completed: 53 successes and two expected skips. The current-head security scan passed, Greptile is 5/5, and no review threads remain open. - A separate same-user process reproduced reading a restored Grok transcript before the security fix. The regression now finds no transcript. Existing fresh-session fallback and ordinary session metadata behavior pass. - The final account-choice and cleanup fixes pass 85 setup tests and 26 qualification-harness tests. Regressions verify that editing a connection invalidates confirmation, Configure remains reachable before sign-in, diagnostics are captured before fixture deletion, and concurrent campaigns cannot adopt or revoke each other's accounts. UI and E2E typechecks pass. - The Storybook build and actual Chromium production-component stories passed during this change. Review the neighboring AI Connections / Provider routing stories, regular connector rows, three connection modes, model discovery, and the single execution-environment control in Configure. - Cancellation smoke verified authenticated cleanup before browser close for SIGINT, SIGTERM, and SIGHUP. Regressions cover interruption during startup and reporting, missing-file ACP resource errors, and preserved permission denials. Both ACP runtime versions and 54 ACPX/Grok regressions passed. The deterministic connection-intent browser suite passed two tests. - Historical local qualification retained 43 passing API/gateway cells out of 46, with downloaded outputs and follow-up receipts. These attempts span earlier builds; they do not qualify this exact commit or staging. Subscription combinations, Gemini overloads, and the unresolved follow-up failure remain recorded rather than counted as passing. - Use `pnpm test:e2e:runner -- --list --suite provider-connections` to inspect the matrix. Follow `tests/runner-e2e/PROVIDER-CONNECTIONS.md` for credentials, target URL, sign-in assistance, budget, evidence, and cleanup. Paid live tests remain opt-in. ## Risks - The core implementation in #14970 is merged. This PR adds no database migration of its own. - Subscription login needs an interactive provider session. Dedicated accounts and staging qualification remain follow-up work; this PR does not certify every login combination for production. - Managed Grok transcript resume is deferred until provider history has an OS isolation or authorized broker solution. Follow-ups start fresh with Paperclip task context; earlier live Grok results do not qualify this behavior. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Live overloads and one unresolved follow-up timeout remain recorded. The stock CLI is unchanged, and those cases are not marked as passing. - Real-provider tests spend credits and use private credential/evidence directories. The launcher requires explicit selection and checks target ownership. It must not attach to a developer's database by accident. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local remain outside custom provider setup. ## 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> |
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4cfc0e3f6c |
fix(runner-e2e): provision complete worker prerequisites (#13674)
## Thinking Path
> - Paperclip manages work performed by AI agents.
> - Runner E2E tests verify that work in local and remote environments.
> - The full catalog exposed setup failures before agents could execute
tasks.
> - ACPX Codex missed sandbox provisioning, and new artifact cases
missed Docker preparation.
> - A host Claude version probe also stopped native Claude stories that
use a packaged provider.
> - This pull request repairs trusted worker setup and keeps its
selectors covered by catalog tests.
> - The resulting reruns can measure behavior instead of missing
prerequisites.
## Linked Issues or Issue Description
Follow-up to #13655. Full-catalog campaign:
https://github.com/paperclipai/paperclip/actions/runs/35417932353.
**What happened?**
ACPX Codex could not start its sandbox. New artifact stories missed
Docker preparation. Native Claude stories tried to spawn an unrelated
host CLI. The report job failed on trusted lockfile drift.
**What did you expect to happen?**
Prepare each worker's required capabilities before paid execution and
publish the retained results from trusted code.
**Steps to reproduce**
Run local ACPX Codex, everyday agent-review-handoff, or native Claude
everyday cells in the full-stack workflow at
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4577d10029 |
fix: prepare everyday artifact and Codex sandbox prerequisites in CI (#13516)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The runner E2E workflow executes paid everyday workflow stories on disposable CI hosts > - The everyday artifact oracle requires a pinned Python image and fails closed when it is absent > - Fresh CI hosts did not prepare this image before the paid cell, so project stories failed during preflight > - This pull request prepares and verifies the pinned image before the affected everyday cells > - The benefit is reliable artifact isolation checks on fresh trusted CI hosts ## Linked Issues or Issue Description **What happened?** Fresh trusted CI runners did not have the pinned Python artifact oracle image. **Expected behavior:** The workflow prepares and verifies the pinned image before an everyday project story starts. **Steps to reproduce:** Run an everyday project story on a fresh CI host without the image cached. The `everyday-artifact.py --preflight` check fails before task creation. **Paperclip version or commit:** `master` at `bd51f157e`. **Deployment mode:** Other: GitHub Actions trusted paid workflow. ## What Changed - Add a matrix-gated CI step for everyday project and recovery cells. - Check Docker, pull the fixed digest with bounded timeouts, and verify the exact repo digest. - Apply the existing Codex sandbox preparation to both native Codex profiles, including the mini profile. - Add workflow security assertions for ordering, condition, digest, timeouts, and secret isolation. - Document that CI prepares the pinned oracle image. - Check provisioning eligibility against every catalog cell, and scope the Daytona registry inspection assertion to the Daytona image job. ## Verification - `pnpm test:e2e:runner:unit` — 24 files and 222 tests passed. - `pnpm test:e2e:runner:typecheck` — passed. - `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts workflow-security.test.ts` — 10 tests passed. - Python artifact oracle calibration — 12/12 passed. - `git diff --check` — passed. ## Risks Low risk. The image step runs only for everyday cells that execute the artifact preflight. The Codex setup now covers both native Codex profiles. It uses a fixed public image digest and has no provider credentials. ## Model Used OpenAI gpt-5.6-luna (implementation subagent) and gpt-6-astra (review fixes and orchestration), using code execution and repository tools. Context window size is not exposed by 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> Co-authored-by: Paperclip <paperclip@paperclip.ing> |
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ab15aff390 |
feat: add experimental persistent agent chat (#13284)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Conversations must use the same tasks, controls, and execution history. > - Users need an ongoing chat with an agent without managing task properties. > - Agents should clarify and plan work, then hand execution to assigned project tasks. > - This pull request combines the reviewed Agent Chat stack for one squash merge. > - The benefit is persistent conversation with normal task governance and shared UI. ## Linked Issues or Issue Description **Subsystem affected** Task lifecycle, agent runtime tools, shared task UI, and browser/paid runner tests. **Problem or motivation** Users need one persistent conversation with each agent. A separate chat store or renderer would duplicate task behavior and bypass existing controls. **Proposed solution** Use a task-backed chat per company, user, and agent. Reuse the task composer and transcript. Clarify and plan in chat, then create assigned project tasks with the relevant plan. Keep Agent Chat behind its own disabled-by-default experimental setting. **Roadmap alignment** This implements the task-backed direction in [CEO Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat). Related proposals: #2504 and #9693. Related request: #7981. The maintainer requested one squash merge of the complete stack. Consolidates the reviewed runtime [#13281](https://github.com/paperclipai/paperclip/pull/13281), backend [#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI [#13283](https://github.com/paperclipai/paperclip/pull/13283) layers with this PR's E2E coverage. All four layers passed CI and received Greptile 5/5 before consolidation. This PR targets master and includes the complete feature. ## What Changed - Add personal canonical chat tasks with ordinary company visibility, immutable identity, idempotent first sends, and an idle waiting state. - Process `/new` in queue order. Preserve history, release a chat pause, and fence old provider context and delayed writes. - Keep chat lifecycle rules across recovery, finalization, assignment, task lists, and rollups. - Support research and plan revision in chat. Hand plans to ordinary assigned project tasks before execution starts. Reject new chat subtasks. - Add repository-aware project creation and discovery tools, including multiple repository IDs and GitHub URLs, authorization, idempotency, and durable project-created cards. - Reuse task UI components for chat, with starred/recent agent navigation and a separate `enableAgentChat` experimental flag. - Add deterministic browser tests and 24 paid chat cells across four Codex/Claude profiles, with validated reports and screenshots. - Integrate current master recovery, controller lease, queued-message, and task UI changes. Gate chat interruption and deferred promotion on ownership/feature policy. Guarantee lease renewal and active controls are stopped even if teardown fails. - Preserve master's migration 0273 and generate chat migration 0274 with idempotent replay for development databases. ## Verification - Prior exact heads of all four PRs passed Linux CI, including build, typecheck, general/serialized tests, and browser E2E. Each had Greptile 5/5 and no unresolved findings. - Integrated local verification passed: full repository typecheck and production build, Storybook build, token gates, 340 focused UI tests, all 20 deterministic chat browser tests, two migration replay tests, 88 focused chat/queue/native/controller tests, and provider/session regressions including real lease expiry. These include the three lifecycle regressions for the final admission/teardown fixes; server typecheck also passes. Current head `1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no unresolved findings and passing security scans. All final-head CI gates passed: build, full Runner verification, typecheck/release registry, canary, all general/serialized test shards, and all browser E2E shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)). Local PostgreSQL startup contention required serialized retries; skipped fixtures do not count as passing coverage. - The earlier paid campaign passed all 24 chat cells and retained 32 screenshots: [report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat). It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior evidence, not a paid run of this integrated head. - Manual check: enable Agent Chat in Experimental settings, open an agent, clarify and revise a plan, then hand off to an assigned project task. Stop a reply, send `/new`, and verify fresh context with retained history. Disable the setting and verify agent shortcuts/new chat turns are blocked. ## Risks - Queue/session integration can affect retries and delayed writes. Tests cover ownership, cancellation, reset boundaries, idle recovery, and ordinary task behavior. - Migration 0274 adds conversation fields and constraints. Replay is idempotent and preserves existing development chat history. - This combines the previously reviewed stack at the maintainer's request. Agent Chat remains off by default and is separate from Conference Room. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code execution, browser tools, and parallel review. The exact context-window size is not exposed in this session. Codex and Claude also ran as test subjects in the linked paid campaign. ## 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> |