Commit Graph
173 Commits
Author SHA1 Message Date
SamandSami Rusani 14fd8aee36 fix(server): flag truncated issue descriptions (#4771)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The issue list API is one of the surfaces API consumers use to
synchronize issue metadata.
> - The list endpoint intentionally returns a bounded `description`
preview so large descriptions do not bloat list responses.
> - Before this change, that preview looked like a complete field value
because the response did not say whether it had been shortened.
> - That made round-trip clients vulnerable to accidentally PATCHing a
preview back over the full description.
> - This pull request keeps the existing preview behavior but adds an
explicit `descriptionTruncated` flag.
> - The benefit is backwards-compatible visibility into truncated issue
descriptions, so clients can avoid data-loss workflows.

## Linked Issues or Issue Description

Fixes #4758.

Related PR: #4792 also targets #4758, but it includes unrelated logger
changes and currently has separate review/security concerns. This PR
keeps the fix scoped to the issue-list description truncation API
behavior.

## What Changed

- Added `descriptionTruncated` to the issue list projection when
`description` exceeds the existing 1200-character preview limit.
- Exposed `descriptionTruncated?: boolean` on the shared `Issue` type.
- Added service tests for truncated descriptions, exact-limit
descriptions, null descriptions, and multibyte-safe preview truncation.

## Verification

June 18, 2026 refresh after rebasing onto current `origin/master`:

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm typecheck`
- `git diff --check origin/master...HEAD`
- GitHub PR checks are green on head `12e828e6`.

Earlier pre-review verification also included `pnpm test`.

## Risks

- Low risk. This is an additive API response field; existing clients can
ignore it.
- The list endpoint still returns the same bounded `description`
preview. Clients that need full text should continue fetching the issue
detail, but can now detect when that is necessary.
- No database migration or UI behavior change.

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

## Model Used

- OpenAI Codex based on GPT-5, via Codex desktop on April 29, June 15,
and June 18, 2026. Used tool-assisted repository inspection, code
editing, local test execution, GitHub CLI workflows, and PR review
follow-up. Exact context window size is not surfaced by the tool.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots (N/A: no UI change)
- [x] I have updated relevant documentation to reflect my changes (N/A:
additive API field covered by tests)
- [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: Sami Rusani <sr@samirusani>
2026-08-17 14:02:01 -07:00
DottaandPaperclip 10d0555189 fix(interactions): authorize resolvers consistently (#11376)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue interactions give agents and people a structured decision
record.
> - Resolver routes used different authorization rules.
> - Some routes blocked valid agents, including task watchdogs with
normal issue access.
> - The API did not show who could resolve a pending interaction.
> - This pull request gives every interaction kind one resolver policy
evaluator.
> - The benefit is a clear decision path with consistent governance and
company isolation.

## Linked Issues or Issue Description

Fixes: #8087

Refs: #7403

Related PR: #11082 proposes board-only confirmation rules. This change
keeps human-only review as an explicit policy.

**What happened?**

Agents could create issue interactions. Some resolver routes still
required board access.

This left valid agent confirmations pending. Task watchdogs could see
the same problem without board identity.

**Expected behavior**

Every interaction kind must use one resolver policy contract.

The contract must support `anyone`, `not_creator`, and `human_only`. It
must also apply all normal governance controls.

**Steps to reproduce**

1. Create a `request_confirmation` interaction as an agent.
2. Resolve it with another authorized agent.
3. Observe the board-only denial.

**Paperclip version or commit**

The problem exists on `master` before this change.

**Deployment mode**

Local development with `pnpm dev`.

## What Changed

- Add canonical policies for `anyone`, `not_creator`, and `human_only`.
- Use one server evaluator for every interaction kind.
- Apply named addressees, company limits, review rules, and task
watchdog scope.
- Charge cross-issue resolutions to the existing per-run action limit.
- Return the effective resolver audience in attention and interaction
data.
- Show the audience, governance choices, and denial reasons in the board
UI.
- Add telemetry, API documents, product documents, and regression
fixtures.
- Add migration provenance for safe legacy behavior.
- Make migration `0218` safe for complete replays and partial prior
runs.

## Product Rules

- An interaction records a response. It does not grant authority for the
next action.
- `anyone` lets any authorized issue participant respond.
- `not_creator` requires a responder other than the interaction creator.
- `human_only` requires an authorized person.
- A named addressee, company policy, or governed action can narrow the
audience.
- These controls cannot widen the audience.
- A task watchdog uses the same rules as an ordinary agent.
- A task watchdog does not receive board authority.
- An agent resolution on another issue uses the shared cross-issue
action limit.
- Legacy pending interactions keep their earlier restrictions.
- The UI shows the effective audience and a permanent denial reason.

## Verification

- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run
packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts`
- The focused PostgreSQL test applies migration `0218` twice.
- The test also completes a partial prior run and preserves existing
provenance.
- The latest GitHub head has 29 successful checks.
- The opt-in Storybook visual check skipped as expected.
- Greptile reports 5/5 with no open comments.

## Risks

- New interaction writes use `anyone` by default.
- Callers must select `not_creator` or `human_only` when they need
stricter review.
- Legacy pending interactions keep the old creator and human
restrictions.
- Migration `0218` fills only missing provenance fields during recovery.
- Cross-issue resolutions can reach the existing action limit.
- The shared evaluator affects every interaction kind.
- Route, service, database, shared contract, and UI tests cover these
rules.

> This work matches the Agent Reviews and Approvals direction in
`ROADMAP.md`. It does not duplicate a planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID
or context window.

The agent used reasoning, repository tools, shell commands, and test
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked public issues or described the issue with the
required labels
- [x] I have not referenced internal Paperclip issues or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented the risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open comments
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-16 13:46:50 -05:00
DottaandPaperclip 9e9f744f58 Show blocker links in the task chat (#11456)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip helps operators supervise agent work through tasks and
task threads.
> - The redesigned task thread shows the current work and its state.
> - A blocked task did not show the dependency that prevented progress.
> - Operators had to leave the thread to find the direct and final
blockers.
> - This pull request adds compact blocker links at the top and bottom
of the task thread.
> - The benefit is that operators can identify and open the relevant
tasks without adding a large notice to the thread.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The redesigned task thread did not show which task directly blocked the
current task or which task ultimately blocked its dependency chain.

**Subsystem affected**

`server/`, `packages/shared/`, and `ui/` task-blocker presentation.

**Current behavior**

A blocked task can open in the redesigned thread without a visible
dependency link at the top or bottom of the conversation.

**Proposed behavior**

Show one compact amber row for the direct blocker. Show a second row for
the selected final blocker when one exists. Render the rows at both ends
of the thread.

**Reason and benefit**

Operators can see the reason for the blocked state and open the relevant
task from the conversation. The compact rows preserve thread density.

**Breaking changes**

None. The new blocker-attention fields are optional. Existing clients
remain compatible.

## What Changed

- Added a compact task-chat component for direct and selected final
blocker links.
- Added the blocker rows to the top and bottom of populated and empty
task threads.
- Added link-ready blocker-attention details so an intermediate selected
task stays on its correct direct chain.
- Included blocker-link changes in the thread content key so pinned
threads follow a newly added bottom row.
- Added component, scrolling, server contract, and Storybook coverage
for the new states.

## Verification

- `pnpm exec vitest run ui/src/components/TaskChatThread.test.tsx
server/src/__tests__/issue-blocker-attention.test.ts` (38 tests passed)
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`

## Risks

- Low risk. The rows only render while the task status is `blocked` and
an unresolved blocker is available.
- Long titles are truncated to keep each blocker on one line. The full
task label remains available in the link title.
- Older server payloads keep the original leaf-selection behavior
because the new sampled details are optional.

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

## Model Used

- OpenAI Codex with GPT-5. The run used tool-enabled reasoning and code
execution. The context-window size was not exposed to the run.

## 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>
2026-08-16 13:09:17 -04:00
DottaandCodex 991f40bb2e fix(server): serialize review policy verdict authorization
Recheck terminal verdict and policy mutations under a row lock, and scope interaction verdict enforcement to the review confirmation itself.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:25:17 +00:00
Nicky LeachandPaperclip 44694328a3 fix(issues): make DELETE /api/issues/:id succeed for issues with dependents (#11331)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server provides issue APIs and the database stores issue child
rows
> - The issue delete endpoint removes the parent issue before dependent
rows
> - Several issue foreign keys had no delete policy, so PostgreSQL
returned a foreign-key error
> - This pull request adds safe cascade and set-null policies and a
clear conflict response
> - The benefit is reliable issue deletion with a useful error when a
restricted audit row still blocks deletion

## Linked Issues or Issue Description

Fixes #7728
Fixes #4660
Fixes #7991
Fixes #4627
Fixes #5086

**What happened?**

`DELETE /api/issues/:id` returned HTTP 500 when dependent comments,
thread interactions, read states, inbox archives, feedback votes, or
ledger rows referenced the issue. The database raised SQLSTATE 23503
because several foreign keys had no delete policy.

**Expected behavior**

The endpoint must remove dependent rows that have no meaning without the
issue. It must keep ledger rows with a null issue reference. It must
return HTTP 409 when a restricted decision audit row still references
the issue.

**Steps to reproduce**

1. Create an issue.
2. Add a comment or thread interaction that references the issue.
3. Send `DELETE /api/issues/:id`.
4. Observe the HTTP 500 response.

**Paperclip version or commit**

Commit `1f8f456f8340823fe2bd891ae8933d942f190b7b`.

**Deployment mode**

Local dev with embedded PGlite or external PostgreSQL.

## What Changed

- Add `CASCADE` to five issue child foreign keys.
- Add `SET NULL` to the finance and cost event issue foreign keys.
- Keep decision audit references restricted.
- Map SQLSTATE 23503 from the issue delete service to HTTP 409.
- Add migration 0217 for the seven changed tables.
- Add regression tests for cascade deletion and restricted decision
references.

## Verification

- Run `pnpm --filter @paperclipai/db typecheck`.
- Run `pnpm --filter @paperclipai/server typecheck`.
- Run `npx vitest run src/__tests__/issue-remove-cascade.test.ts` from
`server/`.
- The regression test applies migration 0217 to a fresh embedded
PostgreSQL database.

## Risks

- Migration 0217 changes only seven foreign keys that reference
`issues.id`.
- Cascade deletion removes child rows that cannot exist without the
parent issue.
- Set-null preserves finance and cost ledger rows.
- Decision audit rows remain protected, so the endpoint can return HTTP
409.

## Model Used

Codex, based on GPT-5, with tool use and code-review support. The
implementation author used an AI coding agent. This PR handoff uses the
same model family to validate the commit and manage the pull request.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 12:02:15 -07:00
dmndbrp-ossandCoder 0db8480b19 fix(SAG-2595): land updatedSince issues-list filter on master (#9050)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issues-list REST endpoint (`GET
/api/companies/:companyId/issues`) backs the digester and other pollers
that ask "what changed since last time".
> - The service layer supports rich filters, but there was no
`updatedSince` filter — so every routine fire re-read the full backlog
instead of just the delta.
> - A prior commit added this filter, but it was never merged to
`master`; it only ran in production because a feature branch happened to
be the live checkout, and the behavior vanished when that directory was
repurposed.
> - This pull request re-lands just the `updatedSince` filter (route
param parse + validation, service `IssueFilters` field, and the
`updatedAt` predicate) as a single-purpose change.
> - The benefit is that pollers can request only issues updated after a
timestamp, and the fix now lives durably on `master` instead of a
transient checkout.

## Linked Issues or Issue Description

No public GitHub issue exists; describing inline per the bug report
template.

**What happened**

`GET /api/companies/:companyId/issues` ignores an `updatedSince` query
parameter, so consumers (e.g. the digester and other pollers) cannot
request only the delta since a prior poll and must re-read the whole
backlog on every fire.

**Expected behavior**

Passing `updatedSince=<ISO 8601 timestamp>` returns only issues whose
`updatedAt` is strictly after that timestamp; a malformed value returns
`400`.

**Steps to reproduce**

1. Call `GET /api/companies/:companyId/issues?updatedSince=<a future ISO
8601 timestamp>`.
2. Observe the endpoint returns the full backlog instead of an empty
list (the parameter is silently ignored).

## What Changed

- `server/src/routes/issues.ts`: parse the `updatedSince` query param,
return `400` for a non-parseable timestamp, and pass it into
`svc.list()`.
- `server/src/services/issues.ts`: add `updatedSince?: string` to
`IssueFilters` and, when present and valid, add a `gt(issues.updatedAt,
since)` condition to the list query.
- `server/src/__tests__/issue-list-updatedsince-filter-routes.test.ts`:
new route+service coverage — future timestamp returns 0 issues, a past
timestamp returns only the delta, and a malformed timestamp returns 400.

## Verification

- `pnpm vitest run
src/__tests__/issue-list-updatedsince-filter-routes.test.ts` — 3/3 pass.
- `pnpm vitest run
src/__tests__/issue-list-assignee-filter-routes.test.ts` — 5/5 pass
(regression check on the sibling filter path).
- `tsc --noEmit` on `server/` — no new errors introduced (pre-existing
unrelated `plugin-sdk` build errors on `master` are untouched).

## Risks

Low risk. Purely additive: the new filter only takes effect when
`updatedSince` is supplied, so existing callers that omit it are
unaffected. Invalid timestamps fail fast with `400` rather than silently
returning all rows.

## Model Used

Claude — `claude-sonnet-4-6` (implementation) with `claude-opus-4-8`
review/merge-gate; tool use + code execution enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [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] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots (N/A — no UI change)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (in progress)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(in progress)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Coder (Claude) <coder-claude@paperclip.ing>
2026-08-12 16:08:40 -07:00
b847e8b6f6 perf(server): reduce issue detail request overhead (#10414)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent work
> - Opening an issue fans out into several authenticated issue-detail
reads, so repeated work on that path directly affects perceived latency
> - Those reads repeated issue and authorization lookups, returned full
private JSON even when unchanged, and performed non-critical bookkeeping
writes on the request path
> - Interaction reads also performed lifecycle writes even though `GET`
must be read-only
> - This pull request adds request-scoped reuse, private conditional
responses, read-only interaction access, and bounded write debouncing
without crossing actor, request, or company boundaries
> - The result is less database, serialization, logging, and
response-body work while preserving authorization and interaction
lifecycle invariants

## Linked Issues or Issue Description

This is the server-only latency phase. Related work is tracked
separately in #10415 (aggregate view), #10416 (warm navigation, merged
into the base), and #10463 (bundle split). This pull request
intentionally excludes those scopes.

**What happened?**

Opening an issue detail view caused avoidable server costs: repeated
issue and authorization reads within one request, full private JSON
responses when a representation was unchanged, writes during
interaction-list reads, production debug transport setup, and immediate
bookkeeping writes for cloud tenant activity and board-key usage.

**Expected behavior**

All successful JSON `GET /api/issues/:id/*` responses should support
strong private ETags and `304 Not Modified`. Repeated work may be reused
only within the current request. `GET /interactions` must not modify
stored interactions. Non-critical activity timestamps may be debounced
without weakening authentication or stale instance-admin cleanup.

**Steps to reproduce**

1. Start Paperclip in local development or self-hosted server mode.
2. Open one issue and request its detail subresources with the same
authenticated actor.
3. Repeat a successful JSON request with its `ETag` in `If-None-Match`.
4. Observe `304 Not Modified`, no interaction writes from `GET
/interactions`, and unchanged authorization boundaries.

**Deployment mode / installation**

- Local development or self-hosted server
- Built from source
- Core server behavior; not adapter-specific

## What Changed

- Added strong ETags and `Cache-Control: private, must-revalidate` to
successful JSON reads under `/api/issues/:id/*`, including
standards-compliant `If-None-Match` handling.
- Added request-scoped promise memoization for issue and authorization
lookups; no authorization result survives the request.
- Made `GET /interactions` read-only, moved supersession and
terminal-state handling to mutation paths, and prevented plugin callers
from accepting or rejecting interactions after an issue closes.
- Removed the production debug-file logger transport while preserving
development formatting.
- Debounced cloud-tenant activity and board-key `lastUsedAt`
persistence, while keeping stale instance-admin deletion unconditional
and authentication checks per request.
- Added focused tests for ETags, request isolation, authorization
lifecycle behavior, interaction invariants, logger configuration, and
retry-safe debounce behavior.

## Verification

- `pnpm exec vitest run server/src/__tests__/private-json-etag.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts` — 2 files,
23 tests passed.
- Focused Vitest run covering request memoization, authorization,
interactions, plugin orchestration, logger, cloud tenant, board auth,
and issue services — 9 files, 264 tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check origin/master...HEAD` — passed.
- Scope guardrails: 21 changed files under `server/src`; no lockfile,
workflow, migration, UI, aggregate-view, or bundle-split changes.

## Risks

- Strong ETags hash each successful serialized JSON response. This adds
a small CPU cost but avoids transferring unchanged bodies.
- Debounced bookkeeping timestamps can lag by the bounded debounce
interval. They are non-critical usage metadata; authentication still
runs per request, and stale instance-admin deletion remains
unconditional.
- Legacy pending interactions on terminal issues are projected as
expired by reads and are finalized only by mutation paths. The stored
record remains unchanged on `GET` by design.
- No database schema or migration changes are included.

> This is a focused performance correction and does not duplicate a
planned core feature in `ROADMAP.md`.

## Model Used

OpenAI Codex using `gpt-5.3-codex` for the initial implementation and
`gpt-5.6-sol` for isolation, verification, and PR preparation, with
reasoning, repository tool use, code execution, and GitHub CLI access.
The runtimes did not expose authoritative context-window sizes.

## 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: Dev Agent <dev@paperclip.ing>
2026-08-11 14:39:23 -04:00
Devin Foley 35aaaa0bd0 feat(server): preserve task timestamps and hierarchy through company import/export (#11193)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company export/import moves a whole company — agents, tasks,
comments — between instances as a portable bundle
> - The bundle never carried task timestamps or parent links: the export
writes neither, the importer lets database defaults stamp "now", and
sub-tasks arrive flattened
> - Boards sort by recency, so every imported task showing "created just
now" collapses the task list into import order, and the task hierarchy
the user built is gone
> - This pull request adds created/updated/started/completed/cancelled
timestamps and a parent link to the bundle (schema v7), preserves them
end to end on import, and keeps comment imports from clobbering a
preserved updated time
> - The benefit is that an imported company reads like the company the
user left: same recency order, same task tree

## Linked Issues or Issue Description

**What happened?**

After a company import, every task showed as created at import time.
Recency sorting collapsed to import order, and parent/child task nesting
disappeared. The user called out losing "the meaningful task hierarchy
and recency sorting". Cause: the export bundle has no fields for task
timestamps or parent links, the importer lets `defaultNow()` win on
insert, and the comment importer bumps every touched task's `updatedAt`
to now.

**Expected behavior**

An imported company preserves each task's
creation/update/start/completion times and its position in the task
tree, so sorting and nesting on the destination match the source.

**Steps to reproduce**

1. On a source instance, create tasks over several days, including
sub-tasks nested under parents.
2. Export the company and import it into another instance.
3. Every task shows the import moment as its creation/update time and
all tasks are top-level.

## What Changed

- Export writes
`createdAt`/`updatedAt`/`startedAt`/`completedAt`/`cancelledAt` (ISO,
only when set) and `parent: <taskSlug>` into each task's bundle
extension; a parent outside the export selection drops the edge with an
aggregate warning, mirroring the existing blocker-edge warning
(`server/src/services/company-portability.ts`).
- Bundle schema version 6 → 7. All new fields are optional: v5/v6
bundles import unchanged with a version-aware downlevel warning; bundles
newer than the board still fail closed.
- Manifest parsing validates the new timestamps like comment timestamps
(invalid → warn and ignore, never a hard failure); shared types and the
zod validator carry the new optional fields.
- Import resolves parent slugs to pre-generated destination ids, drops
self-references and cycles from tampered bundles with warnings, and
orders rows parents-first because the self-referencing FK is checked per
insert chunk.
- `importIssues` writes the preserved timestamps (falling back to insert
time when absent; `startedAt` stays null unless bundle-carried, per
#11191's semantics) and `parentId`.
- `addImportedComments` no longer blanket-bumps `updatedAt = now()`; it
takes `GREATEST(updated_at, newest imported comment createdAt)`, so a
preserved update time never regresses while unpreserved rows keep the
old behavior.

## Verification

- `pnpm vitest run server/src/__tests__/company-portability.test.ts
server/src/__tests__/company-portability-import-batching.test.ts
server/src/__tests__/productivity-review-service.test.ts` — 102 passed,
1 pre-existing opt-in benchmark skip. Includes: full round-trip with
exact timestamp equality and a 3-deep parent chain against embedded
Postgres; v6 back-compat (defaults + warning); forward-compat rejection
(v8); cycle/self-reference/invalid-timestamp tampered-bundle handling;
comment-bump preserve-awareness in both directions.
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
@paperclipai/shared typecheck` — clean.

## Risks

- **Rollout ordering**: a board on the previous build (max schema v6)
refuses bundles exported by this build (stamped v7) — the existing
newer-than-supported rejection, working as designed. Cross-instance
moves need the importing board upgraded first. Called out here so
operators aren't surprised during the transition window.
- Parent edges from tampered bundles are dropped with warnings rather
than failing the import; blocker relations already behave this way.
- Timestamps are data-only; no destination schema migration.

Stacked on #11191 (its commit is included here) — merge #11191 first;
this PR then shows only the v7 changes.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
verification).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 17:01:33 -07:00
Devin Foley d816eb8095 fix(server): keep imported tasks quiescent under the productivity review sweep (#11191)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import brings a full company package — agents, tasks,
routines — into an instance, with `pauseAutomations` promising a quiet
landing
> - The pause covers the imported entities, but the destination's own
productivity-review sweep does not know the difference between imported
rows and live work
> - The importer stamps every imported in-progress task with `startedAt
= now()`, so six hours later the sweep's long-active check fires on
every one of them and floods the board with review tasks and agent
wakeups
> - This pull request stops fabricating `startedAt` on import and makes
the sweep skip tasks whose assignee agent is paused
> - The benefit is that an import lands quietly: no surprise review-task
storm, and paused teams stay paused until the operator activates them

## Linked Issues or Issue Description

**What happened?**

After importing a company package with automations paused, a batch of
"productivity review" tasks appeared roughly six hours later — one for
every imported in-progress task — each with an owner-agent wakeup. The
user described it as jarring and wasteful. Cause: `importIssues`
fabricates `startedAt = now()` for imported in-progress rows, and
`reconcileProductivityReviews` considers any assigned in-progress task
without checking whether the assignee agent is paused, so its
long-active-duration evidence (6 h threshold) trips on the fabricated
timestamp.

**Expected behavior**

An import with paused automations must be quiescent: no destination
sweep should generate work from imported rows until the operator
unpauses the imported team. A paused agent must not accumulate review
tasks it cannot act on.

**Steps to reproduce**

1. Import a company package containing tasks with status `in_progress`
assigned to agents, with "pause automations" enabled.
2. Wait for the productivity-review reconcile (runs at startup and on
the heartbeat scheduler tick) more than six hours after the import.
3. Observe one new review task plus an owner wakeup per imported
in-progress task.

## What Changed

- `importIssues` no longer fabricates `startedAt` for imported
`in_progress` rows; it inserts null (`server/src/services/issues.ts`).
Audited every consumer of `issues.startedAt` — all are null-tolerant,
and normal checkout/status-transition paths set the value when work
really starts.
- `reconcileProductivityReviews` skips candidates whose assignee agent
is `paused`, counting them as skipped
(`server/src/services/productivity-review.ts`). This is a general rule,
not import-specific: a paused agent cannot act on a review.
- Tests: paused-assignee candidate with an old `startedAt` creates no
review, and creates one after unpausing; imported in-progress issue
lands with null `startedAt` (embedded-Postgres import test); the
pre-existing long-active regression test still passes.

## Verification

- `pnpm vitest run
server/src/__tests__/productivity-review-service.test.ts
server/src/__tests__/company-portability-import-batching.test.ts` — 20
passed, 1 pre-existing opt-in benchmark skip.
- `pnpm vitest run server/src/__tests__/company-portability.test.ts` —
78 passed.
- `pnpm --filter @paperclipai/server typecheck` — clean.

## Risks

- Behavior change beyond imports: tasks assigned to paused agents no
longer receive productivity reviews anywhere. This is intended — the
review would target an agent that cannot respond — and reviews resume on
the first reconcile after unpausing.
- Imported in-progress tasks now carry no `startedAt` until real work
starts on the destination. The one sweep that read the fabricated value
is the one this PR quiets; all other consumers fall back safely (audit
in the commit body).
- Low risk otherwise: no schema change, no API shape change.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
verification).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 17:00:32 -07:00
DottaandPaperclip f554d67377 fix(server): add explicit review verdict policies (#10931)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issues use `in_review` to request a final decision from an
authorized writer
> - The server rejected an assignee agent that tried to close its own
review, even when the issue had no independent-review rule
> - This rejection stopped the default agent workflow and did not
represent the configured execution-stage rules
> - Paperclip needs an open default and explicit issue-level constraints
for teams that require an independent or human verdict
> - This pull request removes the unconditional rejection and adds
`anyone`, `not_creator`, and `human_only` review policies
> - The benefit is a working default path with opt-in, authenticated
verdict controls

## Linked Issues or Issue Description

Refs #10635, #4429, and #10671.

The related public work covers execution-stage independence,
self-approval fallback behavior, and durable review paths. This change
is distinct. It controls who can resolve an issue review verdict. It
keeps configured execution stages active.

## What Changed

- Added a nullable `review_policy` issue column. Null has the same
meaning as `anyone`. The migration does not backfill existing issues.
- Added shared create, update, response, and compact issue contracts for
`anyone`, `not_creator`, and `human_only`.
- Removed the unconditional agent self-approval rejection for
`in_review` issues.
- Added one reusable verdict-actor check for terminal status changes and
pending interaction accept or reject actions.
- Used the authenticated principal type for `human_only`. Agent keys and
run tokens remain agent principals.
- Used the latest transition into `in_review` to identify the requester
for `not_creator`.
- Added actionable 403 responses that name the policy, the allowed
actor, and the next step.
- Kept the configured execution-stage transition and signoff behavior.
- Added focused contract, helper, status-route, interaction-route, and
execution-stage regression tests.
- Updated the implementation specification for the new issue field.

## Verification

- `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-review-policy.test.ts
server/src/__tests__/issue-stalled-review-decision-routes.test.ts
--reporter=dot` passed: 42 tests.
- `pnpm --filter @paperclipai/shared typecheck` passed.
- `pnpm --filter @paperclipai/db typecheck` passed, including migration
numbering and safety checks.
- `pnpm --filter @paperclipai/server typecheck` passed.
- `pnpm run typecheck:build-gaps` passed across server, CLI, plugin
SDK/examples, plugin wiki, and UI.
- `git diff --check origin/master...HEAD` passed.
- SecurityEngineer review approved the authenticated-principal checks
and accepted policy-relaxation tradeoff with no required changes.
- Greptile reviewed the latest head at 5/5 with zero inline comments or
follow-ups.
- The latest-head GitHub rollup passed build, typecheck,
server/workspace tests, serialized suites, canary, e2e, and external
security checks.

## Risks

- The migration adds one nullable text column. It has no default and no
backfill.
- `not_creator` reads the latest recorded transition into `in_review`.
It denies the verdict when it cannot identify the requester.
- Agents can change or relax `reviewPolicy` when they have issue write
access. This is intentional for this issue-level control.
- Null and `anyone` do not add a database query to the verdict path.
- Configured execution-stage checks still run after the issue-level
policy check.

> This work aligns with the completed "Agent Reviews and Approvals" and
"Enforced Outcomes" roadmap items. It does not add a new roadmap
capability.

## Model Used

- OpenAI Codex, GPT-5. The exact deployment ID and context-window size
are not exposed to the agent. The run used reasoning, repository tools,
code execution, and GitHub CLI access.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-08-05 23:12:41 -05:00
DottaandPaperclip 72b509c895 Recognize delivered workspaces and reap terminal worktrees (#10908)
## Thinking Path

> - Paperclip separates workspace provisioning lifecycle from whether
the work was actually delivered.
> - Git ancestry alone cannot recognize squash merges or deliveries into
a branch other than the workspace base.
> - A merged pull request linked from a terminal issue is stronger
delivery evidence for those cases.
> - The read contract should expose that evidence without changing
persisted workspace schema.
> - Cleanup must remain conservative: terminal descendants, delivered
work, and no active run checkout are all required.
> - Reusing the existing cleanup primitives keeps service shutdown,
lease cleanup, activity logging, and archival behavior consistent.
> - Focused regression coverage locks in both the honest read signal and
the fail-closed reaper guards.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Execution workspace close-readiness payloads and terminal workspace
cleanup.

**Current behavior**

Delivered squash-merged or cross-branch workspaces can remain `active`
and report a permanent “not merged” warning because git ancestry does
not contain their original commits.

**Proposed behavior**

Read payloads distinguish PR-confirmed delivery, ancestry delivery,
unmerged work, and unknown state. Fully terminal delivered workspace
trees are archived only when no active run holds the checkout.

**Reason and benefit**

Operators and automation receive an honest delivery signal, while
shipped worktrees stop looking active forever and genuinely unmerged
work retains its warning.

**Breaking changes**

The workspace payload gains a derived field. Existing fields and
persistence remain unchanged; no database migration is required.

**What happened?**

A delivered workspace can remain `active` and warn that it is not merged
forever after its issue ships through a squash or cross-branch pull
request.

**Expected behavior**

Pull-request delivery should be represented honestly, and a fully
terminal delivered workspace should become cleanup-eligible when no run
holds its checkout.

**Steps to reproduce**

1. Create an issue workspace with commits ahead of its configured base.
2. Deliver those commits with a squash merge or into a different target
branch.
3. Mark the source issue and descendants done, then read workspace close
readiness.

Before this change, the workspace remains active with a “not merged”
warning indefinitely.

## What Changed

- Added the derived `deliveryState` workspace contract: `merged_via_pr`,
`merged_by_ancestry`, `unmerged`, or `unknown`.
- Extracted a shared GitHub pull-request merge classifier and reused it
for merge confirmations and workspace delivery checks.
- Suppressed false ancestry warnings when a terminal issue has
ground-truth merged-PR evidence.
- Added an idempotent terminality reaper with descendant-terminal,
active-run, and delivered-work guards.
- Restricted PR delivery evidence to the source issue, then required
live merged state plus matching GitHub repository, head branch, and
current workspace HEAD; persisted status, stale PRs, lexical mentions,
inbound references, and descendant PRs cannot authorize cleanup.
- Preserved workspaces with modified or untracked files even when their
committed HEAD was delivered.
- Bounded both long-lived pull-request state caches to 1,000 entries
with oldest-entry eviction.
- Routed eligible workspaces through existing runtime shutdown, lease
cleanup, activity logging, and archival machinery with exclusive Git
index, HEAD, and branch-ref locks plus non-forced removal.
- Added regression coverage for delivery derivation, warning behavior,
reaper guards, scheduler wiring, and squash/cross-branch delivery.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts
src/__tests__/merged-pr-confirmation-sweep.test.ts
src/__tests__/server-startup-feedback-export.test.ts --reporter=verbose`
— 63 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts --reporter=verbose`
after review hardening — 43 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts
src/__tests__/merged-pr-confirmation-sweep.test.ts
src/__tests__/external-objects-service.test.ts --reporter=dot` on the
final local head — 73 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-workspace-busy.test.ts --reporter=verbose` — 15
passed
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` —
server 3,662 passed (4 skipped), UI 3,599 passed, CLI 327 passed, shared
415 passed, and skills catalog 20 passed; the aggregate DB stage ran
both source and built copies of one unrelated embedded-Postgres
migration test and both reached its 5-second timeout
- `pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts --reporter=verbose` — isolated
aggregate-timeout verification passed in 3.99 seconds
- `NODE_ENV=production pnpm build`
- `pnpm check:token-gates`

## Risks

The reaper intentionally fails closed when issue terminality,
pull-request state, git ancestry, or checkout ownership cannot be
proven. GitHub lookups can delay classification and cleanup but cannot
cause an unproven workspace to be archived. Automated terminal archival
holds exclusive Git index, HEAD, and branch-ref locks across validation
and removal, skips configured destructive hooks, and uses non-forced
removal so dirty writes fail closed. Reopening a source issue does not
restore an archived workspace; it emits an audit event so a human or
agent can re-provision explicitly.

## Model Used

OpenAI Codex, GPT-5. The runtime did not expose a more specific model ID
or context-window size. Reasoning, tool use, repository editing, test
execution, and GitHub CLI access were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run 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 <noreply@paperclip.ing>
2026-08-05 16:34:04 -05:00
DottaandClaude Fable 5 c2b41bb7cd fix(issues): quiet missing-disposition warnings while a live continuation is running (#10899)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When an agent run ends without recording a disposition, Paperclip
raises a "missing disposition" handoff so the work does not silently
stall
> - The server already tracks whether such an issue has a live
continuation (a running or queued run, or a queued wake) in
`successfulRunHandoff.hasLiveContinuation`
> - But no UI surface read that flag, so an issue that an agent was
actively working on still showed the "This task still needs a next step"
banner, a loud thread warning, and "Needs next step" badges
> - This pull request makes every missing-disposition complaint respect
liveness: warn only when no live agent is on the issue and it is really
stuck
> - The benefit is that users see the warning only when action is
needed, and the noise disappears while an agent is already handling the
issue

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. Description follows the
bug-report template:

**What happened?**

An issue that a live agent run was actively working on showed the
"missing disposition" warning banner, a loud thread notice, and "Needs
next step" badges at the same time. The API payload for that issue
showed `successfulRunHandoff.required: true` together with
`hasLiveContinuation: true` and a `liveRunId`, but the UI ignored the
liveness fields.

**Expected behavior**

The missing-disposition warning appears only when the issue has no live
run or queued wake. A live agent records a disposition when its run
ends. Paperclip complains only if the run ends and no disposition
exists.

**Steps to reproduce**

1. Let a run finish on an in-progress issue without a disposition.
Paperclip raises the handoff and queues a corrective wake.
2. Open the issue page while the corrective run (or any new run) is
live.
3. See the banner, the badges, and the loud thread notice — all visible
while the agent works.

**Paperclip version or commit**

Current `master` (reproduced at commit 6ffe9df842).

**Deployment mode**

Self-hosted development instance.

## What Changed

- `isSuccessfulRunHandoffRequired` (ui lib) returns `false` while a live
continuation exists. This quiets the Kanban card badge and the
issues-list badge. Exception: when the only continuation is a
not-yet-promoted scheduled retry, the notice stays visible so the
**Retry now** control stays reachable.
- `IssueBlockedNotice` also checks the real-time live-run set
(`liveIssueIds`). A run that starts after the issue payload was fetched
hides the banner at once.
- `IssueChatThread` derives an effective handoff state from the live
runs it already tracks. The loud "Missing issue disposition" thread
notice folds into the quiet collapsed row while a continuation is live,
and unfolds if the run ends without a disposition.
- Server: `hydrateSuccessfulRunHandoffLiveness` now hydrates escalated
handoffs too. The blocked-inbox `missing_disposition` attention is
suppressed for escalated handoffs with a live run or wake. This matches
the existing required-state suppression.

## Verification

- `cd ui && npx vitest run src/components/IssueBlockedNotice.test.tsx
src/components/IssueChatThreadSystemNotice.test.tsx
src/components/IssueChatThread.test.tsx` — 106 tests pass, including 6
new tests for the live/stale/scheduled-retry matrix
- `cd ui && npx vitest run src/components/IssuesList.test.tsx
src/components/KanbanBoard.test.tsx src/lib` — pass
- `cd server && npx vitest run
src/__tests__/issue-blocker-attention.test.ts
src/__tests__/issue-list-assignee-filter-routes.test.ts
src/services/recovery/successful-run-handoff.test.ts
src/__tests__/attention-service.test.ts` — pass, including new
escalated-liveness cases
- `pnpm typecheck` clean in `ui` and `server`; `node
scripts/check-token-gates.mjs` clean
- Manual check: a live issue's API payload showed `required: true` with
`hasLiveContinuation: true` and a `liveRunId` while the banner was still
on screen; with this change that state renders no complaint

## Risks

- Behavioral shift only; no schema or migration changes. All complaints
reappear as soon as the continuation stops without a disposition, so
nothing can get lost permanently.
- A queued wake counts as a live continuation. If a wake sits queued for
a long time, the warning stays hidden for that time. The blocked-inbox
path already behaved this way; the UI now matches it.
- The scheduled-retry carve-out keeps the current Retry-now workflow
intact.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic — agentic coding session
with extended thinking and tool use (file edit, shell, test execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] 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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-05 15:59:01 -05:00
678728f650 feat: maintained in_review review-path contract + stalled-review actions (#10675)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents move issues to `in_review` and rely on a "review path" (an
interaction, an approval, a monitor, or a named reviewer) to tell them
who decides next.
> - That review path can silently disappear. A user comment supersedes
the pending interaction, a monitor is exhausted, or a run ends without
restoring a path. The issue then sits in `in_review` with nobody
reviewing it and no visible action.
> - Such issues become invisible zombies. Nobody knows a decision is
owed, so the work stalls forever.
> - This pull request makes the review path a maintained invariant,
exposes a `reviewAttention` surface, and gives every stalled review
three inline actions in the UI.
> - The benefit is that an `in_review` issue always shows who reviews
it, or shows an amber "nobody is reviewing this" notice with one-click
Approve, Request changes, and Send back to work.

## Linked Issues or Issue Description

This pull request describes the problem inline. The tracking issue is
internal.

**Subsystem affected**

The review and attention loop that agents and humans share: the
`in_review` status, the `reviewAttention` surface, the /decisions
attention feed, and the issue-page review panel.

**Problem or motivation**

Agent-owned issues in `in_review` can lose their last review path. A
user comment supersedes the pending interaction. A monitor is exhausted.
A run ends without restoring a path. The issue then sits in `in_review`
with no reviewer and no visible action. It becomes an invisible zombie
and the work never progresses.

**Proposed solution**

Maintain the review path as a server invariant. Expose a
`reviewAttention` field that says what is under review, who decides, and
since when. Render a persistent review panel on the issue page and
inline actions on the /decisions feed. Keep human PATCHes into
`in_review` ungated, but record the requesting user so the panel never
renders empty.

**Alternatives considered**

A pure background auto-recovery sweep. This stays opt-in and is not
enough on its own, because it is invisible to the human. A bare status
banner. This is rejected, because it gives no action to resolve the
stall.

**Roadmap alignment**

This improves the core review and attention loop that both agents and
humans use every day.

## What Changed

- **Server — maintained review-path invariant:** when an issue enters or
sits in `in_review`, the server derives and persists a review path
(interaction, approval, monitor, or the requesting user) and recovers a
stale path with one bounded wake instead of leaving the issue pathless.
- **Server — `reviewAttention` surface:** a new field describes what is
under review (bound target with links), who decides, since when, and
whether the review is stalled. Stalled agent-assigned reviews are now
included in the attention feed.
- **Server — inline stalled-review decisions:** secured routes let a
permitted responder Approve (→ `done`), Request changes (→ `todo` + wake
carrying the note), or Send back to work (→ `todo` + wake) directly from
the attention feed.
- **Server — resume-intent wake:** an `in_review -> todo` transition now
wakes the assigned agent so a resumed review is not dropped.
- **Server — user-entry symmetry:** user PATCHes into `in_review` stay
ungated (no 422 for humans) and record the requesting user, who becomes
the named responder when no other path exists.
- **UI — review panel:** a persistent `IssueReviewPanel` renders above
the thread whenever status is `in_review`. The covered state shows the
bound target, responder, and outcomes and hoists the pending
interaction/approval card. The stalled state shows the amber notice plus
the three actions.
- **UI — decisions card actions:** the same three actions render inline
on the /decisions `AttentionQueueRow`.
- **UI — responsive fix:** the stalled action row stacks to full-width
buttons at phone width and returns to a horizontal row at `sm` and up.
New 390px stories capture the phone layout.

## Verification

- `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx
src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts
src/api/issues.test.ts` — 91 tests pass.
- Server suites added and updated: `issue-review-attention`,
`issue-stalled-review-decision-routes`, `review-path-recovery`,
`recovery-observability`, and related route/liveness tests (run by CI).
- A designer reviewed the UI at 390px and desktop in light and dark
themes on both the issue-page panel and the /decisions card. The stalled
action row stacks cleanly at phone width with no overlap and keeps the
horizontal row on desktop.

## Risks

- **Migration:** adds migration `0200` (next after master `0199`, no
renumber). It extends the agent-wakeup-requests schema and is additive.
- **Behavioral shift:** `in_review -> todo` now dispatches a wake. This
is intended (resume intent) and covered by tests.
- **Authz:** the inline decision routes are permission-gated. Only a
permitted responder sees and can trigger the actions.
- Overall risk is moderate and contained to the review and attention
loop.

## Model Used

- Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use and
code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-04 13:54:40 -05:00
DottaandPaperclip f91a6e27c0 feat(issues): contain cross-issue agent side effects (#10837)
## Thinking Path

> - Paperclip is the control plane that coordinates autonomous agent
work.
> - Agents need to collaborate on issues beyond their current
assignment.
> - Cross-issue comments and updates are useful, but an unbounded run
can create cascading side effects.
> - The control plane must preserve company-wide collaboration while
containing each run's influence.
> - Comment attribution must also show the responsible user and the
acting agent in audits.
> - This pull request adds run-bound cross-issue containment,
attribution, and agent-class wake rules.
> - The benefit is safer collaboration without restoring issue-assignee
ownership restrictions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Agent-authenticated issue comments, updates, reopen behavior, and
assignee wake routing.

**Subsystem affected**

Cross-cutting: server routes and services, shared contracts, database
schema and migration, and implementation documentation.

**Current behavior**

An authenticated agent can collaborate across company issues, but one
heartbeat run has no per-run side-effect boundary. Comment records also
do not persist the responsible user separately from the acting agent.

**Proposed behavior**

Require a valid heartbeat run for agent cross-issue comments and
updates. Audit each attempt and cap a run at 20 cross-issue effects.
Keep the cap in log-only mode until it automatically changes to
enforcement at 2026-08-11 00:00 UTC. Preserve same-issue writes. Use
agent-class wakes for agent comments. Keep same-run completion comments
from reopening completed work. Record the responsible user on
agent-authored comments and activity.

**Reason and benefit**

Agents can collaborate on other issues without an assignment gate, while
each run has an atomic and inspectable side-effect limit. Operators can
identify both the acting agent and the responsible user.

**Breaking changes**

After 2026-08-11 00:00 UTC, the twenty-first cross-issue comment or
update from one heartbeat run returns a containment error. Agent
cross-issue writes without valid run context are rejected. The migration
is additive and backfills existing agent-authored comment attribution
where the source data is available.

## What Changed

- Added an atomic per-run counter for cross-issue agent comments and
updates.
- Added audit events for allowed and rejected cross-issue effects.
- Added the automatic log-only to enforcement flip at 2026-08-11 00:00
UTC.
- Added responsible-user attribution to agent-authored comments,
activity records, shared types, and validators.
- Added an additive migration and migration coverage for existing
comments.
- Updated reopen, resume, and wake behavior so agent comments create
agent-class wakes and same-run completion comments remain inert.
- Updated the implementation specification and regression coverage.

## Verification

- `pnpm exec vitest run
server/src/__tests__/cross-issue-influence-limit.test.ts
server/src/__tests__/issue-comment-attribution-audit-routes.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts
packages/db/src/issue-comment-on-behalf-migration.test.ts` — 97 tests
passed.
- `pnpm -r typecheck` — passed, including migration safety checks.
- `pnpm test:run` — server batch: 3,364 passed and 2 skipped; UI batch:
3,504 passed. One unrelated CLI doctor test warned because this agent
runtime injects static AWS credentials.
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts` — 8 tests passed and confirmed
the CLI failure was ambient-environment sensitive.
- `pnpm build` — passed.

## Risks

- The fixed enforcement timestamp changes production behavior
automatically on 2026-08-11 00:00 UTC. Audit logs before that time
provide rollout visibility.
- The per-run counter serializes on the heartbeat-run row. This prevents
concurrent attempts from racing past the cap but adds a small lock scope
for cross-issue writes.
- Existing comments can only be backfilled when their acting run or
agent attribution is recoverable.

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

## Model Used

OpenAI GPT-5 in the Codex agent runtime. The runtime did not expose a
context-window size. Reasoning, shell tools, code editing, and test
execution were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-04 13:17:49 -05:00
DottaandPaperclip 8e7f1c03eb feat(decisions): improve desk triage and queue parity (#10785)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The decisions desk and queue help operators find work that needs a
human decision.
> - The current views use different grouping, sorting, and labels.
> - Repeated confirmation requests can also leave stale pending actions
in the queue.
> - Blocked-work attention can point at an intermediate issue instead of
the terminal blocker.
> - This pull request aligns the server contract and both user
interfaces.
> - The benefit is a smaller, clearer queue that ranks the decisions
with the largest impact.

## Linked Issues or Issue Description

Related PR: #10774

**What existing behavior does this improve?**

The decisions desk and queue currently use different triage rules. They
can show stale repeated confirmations and can rank blocked work by an
intermediate issue.

**Subsystem affected**

This change affects attention aggregation, issue thread interactions,
shared attention contracts, and the decisions user interface.

**Current behavior**

The desk uses a can-wait group that has no clear arrival meaning. The
queue has fewer controls than the desk. Repeated pending confirmations
remain actionable. Blocked-work rows do not always identify the terminal
actionable blocker.

**Proposed behavior**

Group desk items by arrival date, and reserve Decide now for explicit
due dates. Use one toolbar and shelf model on both pages. Supersede
older repeated pending confirmations. Aggregate blocked work under the
terminal actionable blocker and rank it by impact.

**Reason and benefit**

Operators get one consistent triage model. The badge reflects new and
overdue work. High-impact blockers move to the top. Duplicate
confirmation work no longer consumes attention.

**Breaking changes**

The attention summary field `decideNowCount` changes to
`deskBadgeCount`. Consumers must use the new field. Older repeated
confirmation interactions can now finish with the
`superseded_by_newer_request` outcome.

## What Changed

- Supersede older pending confirmation requests for the same issue and
record the mutation in activity history.
- Resolve blocked-work attention to actionable terminal blockers,
suppress live blocker trees, and rank rows by blocked-work impact.
- Group the decisions desk into New today and Earlier, and count new
plus overdue work in the desk badge.
- Share the decision toolbar and shelf components across the desk and
queue.
- Add queue grouping, sorting, filtering, aging, visible training
controls, and clearer recommendation copy.
- Add server, shared-contract, and user-interface tests for the new
behavior.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` (all
server, UI, CLI, shared, and catalog tests passed; one fixed five-second
DB timeout flaked under full-suite load)
- `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts` (passed in isolation)
- `pnpm build`

## Risks

- The attention summary field rename requires synchronized consumers.
- Terminal-blocker traversal uses cycle and depth guards. A malformed
dependency graph can stop at the last safe node.
- The new arrival grouping changes which items contribute to the
decisions badge.
- Superseding repeated confirmations changes the terminal state of older
pending interactions.

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

## Model Used

OpenAI Codex with GPT-5. The runtime did not expose a dated model
snapshot or context-window size. The model used reasoning, repository
tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-03 21:31:45 -05:00
DottaandPaperclip 95d33e1788 fix(inbox): archive tasks completed by human users (#10668)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Mine inbox gives each human user a personal work queue.
> - A human user can complete a task from the board.
> - The status update did not update the user's inbox archive state.
> - The completed task therefore stayed in the user's Mine inbox.
> - This pull request archives the task for the human user who completes
it.
> - Agent completion does not change another user's inbox archive state.
> - The benefit is that manual completion removes the task from Mine
without an extra action or comment.

## Linked Issues or Issue Description

**What happened?**

When a human user changed a task status to `done`, the task stayed in
that user's Mine inbox.

**Expected behavior**

The status change should archive the task from that user's Mine inbox.
The operation should not add a task comment.

**Steps to reproduce**

1. Open a task that appears in Mine.
2. Change the task status to `done`.
3. Return to Mine.
4. Observe that the completed task is still present.

**Paperclip version or commit**

`master` before this change.

**Deployment mode**

All deployment modes with a board user and the Mine inbox.

**Access context**

Board (human operator).

## What Changed

- Archive the completed task for the board user who changes its status
to `done`.
- Persist the status update, inbox archive, and archive audit
atomically.
- Publish live and plugin activity only after the owning transaction
commits, including recovery, decision, and approval completion paths.
- Keep agent-driven completion from changing a human user's inbox
archive state.
- Add database-backed regression tests for the archive, audit, Mine
filter, rollback, event publication, recovery, and agent paths.

## Verification

- `pnpm exec vitest run
server/src/__tests__/inbox-archive-routes.test.ts` passed all 7 tests.
- `pnpm exec vitest run
server/src/__tests__/issue-recovery-actions.test.ts` passed all 44
tests.
- Five directly affected server test files passed all 74 tests; decision
and comment-route suites passed all 105 tests.
- `pnpm --filter @paperclipai/server typecheck` passed after the final
fix.
- `pnpm -r typecheck` and `pnpm build` passed.
- The initial repo-wide `pnpm test:run` passed 3,223 tests; one
unrelated plugin orchestration wake-reason test failed and reproduced in
isolation.
- All latest-head GitHub Actions gates are green, including all server
and E2E shards.
- Greptile reviewed the latest commit at 5/5 with no unresolved review
threads.
- Public GitHub search found no duplicate issue or pull request.

## Risks

- Low risk. The behavior only runs on a board user's transition into
`done`.
- Reopening and completing the task again updates the existing per-user
archive row.
- Agent status updates do not archive a human user's inbox.
- Transactional callers must supply a post-commit activity queue;
covered completion paths do so and tests exercise rollback and
publication order.
- This bug fix does not duplicate planned core work in `ROADMAP.md`.

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

## Model Used

OpenAI Codex from the GPT-5 model family assisted with this change. The
runtime does not expose the exact serving model ID or context window.
Reasoning, repository tools, code execution, GitHub CLI, and Paperclip
API access were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 10:43:36 -05:00
dcac49a4fd feat(workspaces): defer isolated setup until runtime start (#10653)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Isolated workspaces give each task a safe and reproducible checkout.
> - The existing setup cloned the development database before an agent
needed to run the app.
> - This made worktree creation slower and heavier for tasks that never
start a service.
> - Runtime services already use one server start path for heartbeat,
operator, and startup recovery flows.
> - This pull request moves heavy setup to that start path and keeps
worktree creation lean.
> - The benefit is faster isolated workspace creation with the same
reliable runtime setup when a service starts.

## Linked Issues or Issue Description

Related pull request: #10652 covers the initial deferred
database-seeding slice. This pull request supersedes it with end-to-end
runtime provisioning and safe cleanup.

**What existing behavior does this improve?**

This improves isolated worktree creation, runtime service startup, and
isolated instance cleanup.

**Subsystem affected**

Cross-cutting: CLI worktree setup, server runtime orchestration, shared
workspace contracts, and development scripts.

**Current behavior**

Paperclip seeds an isolated development database during worktree
creation. It can also leave an isolated instance directory after
workspace teardown. This work happens even when no runtime service
starts.

**Proposed behavior**

Paperclip creates the worktree with a lean eager setup. It runs an
idempotent runtime provision command before the first managed service
spawn. Concurrent starts share one provision attempt. Teardown removes
the isolated instance safely.

**Reason and benefit**

Many agent tasks only edit and test code. They do not need a running
Paperclip instance. Deferring the database seed reduces workspace
startup cost while preserving automatic setup for tasks that start the
app.

**Breaking changes**

None. The new runtime provision command is optional. Existing workspace
behavior is unchanged when it is absent.

## What Changed

- Split Paperclip worktree setup into a lean eager script and an
idempotent runtime provision script.
- Added `runtimeProvisionCommand` to project, issue, realized workspace,
and persisted workspace contracts.
- Added a per-workspace provision mutex before local service spawn for
heartbeat, operator, and startup recovery flows.
- Added a persisted `provisioning` service state and the
`workspace_runtime_provision` operation phase.
- Kept provision time outside the service readiness timeout and made
failed attempts visible and retryable.
- Reclaimed isolated instance data during safe workspace teardown.
- Serialized deferred database seeding across processes and bound
teardown to the instance root captured in persisted workspace metadata.
- Added tests for config flow, concurrency, retry, no-op behavior,
readiness timing, scripts, CLI commands, and cleanup.
- Documented the eager and runtime provisioning contracts.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase
exposed one environment-sensitive AWS doctor assertion because the agent
runtime injects static AWS credentials)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when
non-secret provider config is present'`
- Focused runtime tests cover serialized provisioning, retry after
stderr failure, absent-command no-op behavior, operation logging,
persisted state order, and readiness timeout exclusion.
- Focused CLI and cleanup tests cover concurrent seed serialization,
stale-lock fail-closed behavior, persisted instance ownership, and
rewritten sibling pointers.

## Risks

- A faulty runtime provision script blocks service startup. Paperclip
records stderr, marks the service failed, and retries on the next start.
- Concurrent service requests share an in-process provision attempt,
while the seed command uses an atomic filesystem lock across processes.
A stale lock fails closed and requires an operator to verify no seed is
running before removing it.
- Isolated instance cleanup is destructive. The cleanup service
validates ownership and path containment before removal.

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

## Model Used

- OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and
code execution. The service 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>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-02 10:37:10 -05:00
DottaandPaperclip 14d4db6330 fix(inbox): keep passive issue views out of Mine (#10581)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The inbox shows work that a board user owns or has joined
> - Issue detail views update a per-user read receipt
> - The Mine query treated that read receipt as user participation
> - A passive view therefore added the issue to Mine
> - This pull request separates passive reads from audited user
mutations
> - The benefit is a Mine inbox that reflects ownership and real
participation

## Linked Issues or Issue Description

**What happened?**

Opening an issue detail marks the issue as read. The Mine query treated
the read receipt as participation. The viewed issue then appeared in
Mine even when the user did not change it.

**Expected behavior**

Viewing an issue can update unread state. A view alone must not add the
issue to Mine. Issue creation, assignment, comments, and audited user
mutations must add it.

**Steps to reproduce**

1. Open an issue that you did not create and that is not assigned to
you.
2. Do not comment or change the issue.
3. Open the Mine inbox.
4. Observe that the issue appears in Mine on the previous
implementation.

**Paperclip version or commit**

`90ead239a8`

**Deployment mode**

Local dev from source.

**Additional context**

Related approach: #3421 changes Mine to an assignee-only filter. This
change keeps participation-based Mine behavior and corrects the
participation signal.

## What Changed

- Use an explicit audited user-mutation allowlist for Mine
participation, including comment cancellation.
- Keep passive reads, previews, denied resource requests, and archive
bookkeeping out of Mine participation.
- Record manual routine reuse as an explicit audited inbox touch instead
of a read receipt.
- Keep that inbox bookkeeping from satisfying routine activity gates.
- Add focused regression coverage for passive views, real mutations,
comment cancellation, and manual routine runs.
- Document the Mine participation contract.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t
"does not treat passive issue activity"`
- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts -t
"touches a (coalesced|skipped active) routine issue|ignores inbox
bookkeeping activity"`
- `pnpm --filter @paperclipai/server typecheck`
- GitHub latest-head CI: all required checks passed, including build,
typecheck, server suites, and e2e shards.

## Risks

- Low risk. The change affects only the server query that defines user
participation in Mine and the manual routine touch signal.
- Historical audited user mutations can now qualify an issue for Mine.
Passive read and archive actions remain excluded.

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

## Model Used

- OpenAI Codex, GPT-5 family. The runtime did not expose the exact
deployment ID or context window. Agentic reasoning, tool use, and code
execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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>
2026-08-01 20:20:34 -05:00
Devin Foley ddbcf53e31 fix(server): refuse agent delegation cycles back to an open ancestor's creator (#10658)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents decompose work by creating child issues assigned to other
agents
> - When two agents each lack a capability the other assumed (e.g.
neither can push to GitHub), each can "resolve" its blocker by
delegating the same step to the other: A creates a child for B, B
creates a grandchild back for A
> - Nothing detects the cycle; the chain of blocked issues grows and no
signal reaches the human who could actually fix the capability gap
> - This pull request refuses agent-initiated child creation when the
child's assignee is the creator of a still-open ancestor in the same
chain — a mechanical, semantics-free cycle signal
> - The benefit is that the hot-potato dies at creation time with an
actionable error instead of growing a dead chain

## Linked Issues or Issue Description

Fixes #10642 (write-time counterpart: #10648 refuses assignment to
paused agents; the credential-gap *preflight* side is tracked separately
in #10644)

## What Changed

- `issueService.findOpenAncestorCreatedByAgent(parentIssueId, agentId,
{maxDepth})`: bounded walk up the parent chain looking for a still-open
(not done/cancelled) ancestor created by the given agent.
- Agent-initiated issue creation with a parent (both the
create-with-`parentId` route and `POST /issues/:id/children`) now
refuses with a structured 409 (`code: delegation_cycle`, naming the
ancestor) when the new child would be assigned to the agent that created
a still-open ancestor: that agent delegated the work into this chain, so
assigning it back is a cycle. The message states the alternatives —
complete the work, leave the child unassigned, or escalate to a board
operator.
- Deliberately unaffected: human actors (deliberate re-routing is their
call), closed ancestors (re-engaging the creator of finished work is
normal), and accepted-plan decomposition (its children come from a
human-approved plan).

## Verification

- `pnpm vitest run
server/src/__tests__/issue-assignee-invokability-routes.test.ts` — cycle
refused with 409 and no create call; the same child allowed when no open
ancestor matches; board actors never consult the guard.
- `pnpm vitest run server/src/__tests__/issues-service.test.ts` — new
embedded-Postgres coverage: ancestor found through the chain, closed
ancestors ignored, depth bound honored (114 total).
- `pnpm vitest run
server/src/__tests__/issue-create-deduplication-routes.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts` —
unchanged (79).
- `cd server && pnpm run typecheck`.

## Risks

- Low-to-moderate: a new 409 for a creation shape that previously
succeeded. The blocked shape (agent assigns new work to the creator of
an open ancestor) is the cycle signature; the legitimate "hand a subtask
to the parent's assignee" pattern is unaffected because it keys on
assignee, not creator. Watchdog and plan-decomposition flows are exempt
or unaffected as described.
- The walk adds at most `maxDepth` (10) single-row lookups per agent
child creation with an assignee.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-01 17:43:09 -07:00
DottaandPaperclip 627728bdde feat: add authoritative issue PATCH receipts (#10478)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents update tasks through the issue API.
> - The update response did not state which values changed.
> - Blocker updates also did not echo the scalar blocker IDs.
> - Agents therefore used an extra GET request to confirm a successful
write.
> - This pull request adds an authoritative change receipt and an
optional small response.
> - The benefit is fewer API calls with a clear and compatible write
contract.

## Linked Issues or Issue Description

No public GitHub issue exists for this change.

### Subsystem affected

Cross-cutting: `server/`, `packages/shared`, and the UI issue cache.

### Problem or motivation

A successful issue PATCH returned the updated issue, but it did not
identify the effective changes. Blocker writes returned relation
summaries without the scalar IDs. Agents could not distinguish a
confirmed clear operation from missing data. The response must confirm
committed field and blocker changes while existing UI clients continue
to receive the full issue by default.

### Proposed solution

Add a `changes` receipt. Add a conditional `blockedByIssueIds` echo.
Support `Prefer: return=minimal`. Keep the full response as the default.

### Alternatives considered

Make the small response the default for agent tokens. This would create
different response contracts by actor type, so this pull request does
not use that design.

### Roadmap alignment

This is a focused control-plane reliability improvement. It does not
duplicate an open roadmap milestone.

## What Changed

- Compute committed issue row and relation changes in the issue service.
- Omit no-op fields and truncate changed long text values to 200
characters.
- Echo blocker ID arrays for blocker set and clear requests.
- Add the opt-in `Prefer: return=minimal` response and
`Preference-Applied` header.
- Keep receipt metadata out of React Query issue caches.
- Add route and embedded Postgres tests for the new contract.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-activity-events-routes.test.ts`
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t
"returns authoritative update receipts for row fields and blocker
relations"`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `git diff --check`

## Risks

- Low compatibility risk. The default response only adds receipt fields.
- Minimal mode is opt-in. Existing clients do not receive a smaller
body.
- The receipt excludes `updatedAt` because the response already returns
it as the freshness anchor.
- Prose API and agent workflow guidance will follow after the server
contract is available.

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

## Model Used

- OpenAI Codex based on GPT-5. The exact deployment ID, context window
size, and reasoning mode are not exposed to the agent. The agent used
repository tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 18:52:59 -07:00
fc5a30805e feat(cli): add managed install, update, and service lifecycle (#10045)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Operators need a predictable installation path that survives beyond
an ephemeral `npx` process
> - A durable installation needs an owned per-user payload store, stable
command shim, safe shell integration, and supported service lifecycle
> - Updates must preserve recoverability by backing up data, installing
side-by-side, verifying the new payload, and retaining rollback state
> - Bootstrap scripts and privileged service operations must fail closed
across download, filesystem, ownership, and consent boundaries
> - This pull request integrates managed install, update, rollback,
service, uninstall, doctor, bootstrap-installer, and runtime-serving
support into one workflow
> - The benefit is a recoverable, inspectable, and documented
installation lifecycle with explicit safety boundaries across Linux,
macOS, containers, WSL, npm, npx, and source checkouts

## Linked Issues or Issue Description

### Problem

Paperclip lacks a first-class durable installation and lifecycle
workflow. Operators currently have to assemble npm/npx installation,
PATH setup, background-service management, updates, rollback,
diagnostics, and uninstall behavior themselves. That makes upgrades
harder to recover, creates inconsistent behavior across platforms, and
leaves shell/download/service trust boundaries without one documented
implementation.

### Proposed Solution

Add a managed per-user install store and stable shim, a verified shell
bootstrap installer, service lifecycle commands, install-mode-aware
update/rollback behavior, doctor checks, and documentation. Managed
updates back up the database, install and smoke-test a side-by-side
payload, atomically switch `current`, and retain prior payloads. The
shell installer pins registry/download trust boundaries and requires
explicit consent for non-interactive privileged actions.

### Alternatives Considered

- Keep recommending `npx`: simple for evaluation, but ephemeral and
unsuitable for stable services, atomic updates, or rollback.
- Require global npm installation only: familiar, but cannot provide the
owned side-by-side payload store and retained rollback semantics.
- Split the capability across multiple PRs: rejected because install,
update, service, uninstall, bootstrap, and serving behavior share
contracts and security boundaries that need review together.

### Related Pull Requests

- Supersedes #10042 and #10044 with one integrated final diff.
- Incorporates and replaces the closed preparatory work in #10032 and
#10034.

## What Changed

- Added `paperclipai install`, `update`/`upgrade`, rollback, uninstall,
service lifecycle, onboarding integration, and managed-install doctor
checks.
- Added a private managed payload store, verified manifest/marker
ownership, exclusive mutation locks, atomic manifest/current/shim
writes, retained previous payloads, and provenance validation.
- Added npm and GitHub-ref install sources with exact target resolution,
registry isolation, database backup, side-by-side verification, atomic
activation, service restart coordination, and failure rollback.
- Made managed-update backups report actionable service-start and
`--no-backup` recovery guidance for unreachable databases, while clean
never-onboarded instances skip an empty backup.
- Added systemd user and launchd service definitions, status/health/log
commands, single-instance coordination, stale-port recovery, and
explicit sudo/lingering consent handling.
- Added the `scripts/install.sh` bootstrap path with checked two-stage
downloads, pinned public npm registry usage, platform checks,
dry-run/non-interactive controls, and Docker fixtures.
- Added embedded Postgres/native bootstrap integration,
hot-restart/systemd-notify serving support, passive update notices,
configuration contracts, README/CLI/install documentation, and focused
regression tests.
- Security re-review should explicitly re-verify: (1)
`addManagedPathBlock`/`removeManagedPathBlock` reject symlinked or
non-regular rc files, assert current-user ownership, preserve
restrictive modes, and replace atomically; (2) managed shim replacement
rejects unsafe parents, foreign-owned or multiply linked files, and uses
checked atomic replacement; (3) the shell installer and sudo path
preserve explicit consent and checked downloads; and (4) installed
service/runtime serving remains bound to the validated managed shim and
instance configuration.

## Verification

- `bash -n scripts/install.sh scripts/clean-install-git.sh
scripts/clean-install-npm.sh scripts/test-install-sh-docker.sh`
- `pnpm exec vitest run cli/src/__tests__/install-store.test.ts
cli/src/__tests__/install-command.test.ts
cli/src/__tests__/managed-install-check.test.ts
cli/src/__tests__/onboard-service.test.ts
cli/src/__tests__/service-health-check.test.ts
cli/src/__tests__/service-manager.test.ts
cli/src/__tests__/update-command.test.ts
cli/src/__tests__/update-notice.test.ts
packages/db/src/embedded-postgres-native.test.ts` — 9 files, 66 tests
passed
- `pnpm --dir cli typecheck`
- `pnpm --dir cli build`
- Follow-up verification: `pnpm exec vitest run
cli/src/__tests__/update-command.test.ts` (14/14), `pnpm --dir cli
typecheck`, `pnpm --dir cli build`, and `pnpm --filter
@paperclipai/server typecheck`.
- `pnpm -r typecheck`
- `pnpm build`
- Full `pnpm test:run` exercised all suites; an injected static AWS
credential changed one unrelated doctor expectation, which passed when
those credentials were removed. A second run cleared that case and
exposed stale pre-existing adapter-utils `dist` output; rebuilding
`@paperclipai/adapter-utils` made the isolated test pass. The updated PR
CI is the authoritative clean-workspace full-suite run.

## Risks

- Installer/update code writes executable shims, symlinks, shell rc
blocks, service definitions, and managed payloads; ownership,
regular-file, symlink, hard-link, marker, and path-containment checks
fail closed before destructive changes.
- The bootstrap installer executes downloaded tooling; downloads are
staged and checked before execution, npm traffic is pinned to the public
registry, and non-interactive privileged behavior requires explicit
consent.
- Linux lingering may invoke `sudo`; the command is surfaced and
confirmed before execution, and unsupported service managers fall back
to foreground-run guidance.
- Database migrations remain forward-only; payload rollback does not
reverse migrations, so managed updates create a backup before activation
unless explicitly disabled.
- Service restart and runtime serving touch process/port ownership;
lifecycle locks, health/version checks, and stable-shim service
definitions reduce split-brain and stale-process risk.

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

## Model Used

- OpenAI Codex coding agents using GPT-5.5 and GPT-5.6-sol, with
reasoning, repository/API access, shell execution, and test tooling. The
runtime did not expose a reliable 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>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-31 18:52:23 -07:00
Devin Foley 075951f6bd Fix import completion UX: inbox flood, false-failure message, stale company list (#10538)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company Import/Export (#10507, hardened in #10523 and #10531) now
imports a large company end to end via an async job
> - A real 1,418-issue import succeeded, but three rough edges showed up
in that success
> - Imported issues flooded the inbox, a completed import surfaced a
false "failed" message after its in-memory result expired, and the new
company didn't appear in the switcher until a manual refresh
> - This pull request keeps imported issues out of the inbox, treats an
expired-but-completed import as success, and refreshes the company list
on completion
> - The benefit is that a successful import looks and feels successful,
and doesn't bury the user's inbox in historical tasks

## Linked Issues or Issue Description

- Refs #10507 / #10523 / #10531 (Import/Export and its hardening). No
open issue; three post-import bugs described above.

## What Changed

- **Imported issues no longer flood the inbox.** The inbox "mine" tab is
a query: an issue is "touched" if the user authored a comment on it, and
import re-attributes bundled user comments to the importing user — so
every imported issue appeared. Import now seeds a per-user
`issue_inbox_archives` row for each imported issue (via a batched
`issues.archiveImportedInbox`), the exact table the inbox visibility
query excludes. Gated on an actor user id, so agent/system imports and
normal issue creation are untouched; genuine new activity still
resurfaces the issue.
- **A completed import no longer shows a false failure.** The in-memory
job's terminal retention was 5 minutes, so a poll after that 404'd and
the UI showed "failed." Retention is extended to 60 minutes — the real
mitigation for a user who steps away during a long import.
`watchImportJob` additionally treats a *server-confirmed* success whose
full result is no longer retained (a `succeeded` status carrying only
the compact summary — a cloud tenant job, or a board job whose full
in-memory result aged out) as a soft success ("import completed — open
the company"), navigating by the summary's company id. A 404 while the
job is still being watched is *not* treated as success: a running job is
never dropped by the retention sweep, so its disappearance means a
restart mid-import that may not have finished, and it surfaces the
honest "may have restarted while the import ran" error. A first-poll 404
(the id never existed) is likewise a real error.
- **The imported company appears without a refresh.** `onSuccess` now
invalidates the companies/switcher query unconditionally (covering both
the full-result and expired-but-completed paths) and navigates by the
job's company id.

## Verification

- shared/server/ui typechecks clean; 15 UI tests in the touched spec
green, plus the embedded-Postgres import batching and portability-routes
suites.
- New tests: embedded-Postgres test that imported touched issues are
archived for the actor and excluded from the inbox query while a
normally-created issue still appears; job resolvable at the old window+1
and only 404s past 60 min; UI soft success on a server-confirmed
`succeeded` job without a retained full result (no error, list
invalidated, navigates by company id), a running-then-gone job → honest
error (restart mid-import), and a first-poll 404 → error.

## Risks

- Low and import-scoped: the inbox archive only affects imported issues
for the importing user; normal issue creation and non-user
(agent/system) imports are unchanged. Retention extension is a constant;
the async job store remains in-memory by design. A restart mid-import
still 404s and is surfaced honestly as a possible failure (never masked
as success); only a server-confirmed success whose full result has
expired is reported as a soft success.

## Model Used

- Implementation: Claude Fable 5 (`claude-fable-5`, Anthropic). Review
hardening (the confirmed-success narrowing): Claude Opus 4.8
(`claude-opus-4-8`, Anthropic). Both via the Claude Code CLI with
extended thinking + tool use; root-caused against the live import.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-30 21:33:02 -07:00
Devin Foley 276ae3a75d Harden company import: durable UI, async jobs, integrity guard, batched inserts (#10523)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company Import/Export (#10507) moves whole companies between
instances as portability bundles
> - Real-world use on a large company (1,418 issues, ~10.6k comments)
surfaced a cluster of related failures: the import took hours and the
browser connection died while the server kept running, a retry silently
produced a second partial import, the progress/error UI gave no durable
signal, and a cloud-tenant user couldn't even open the companies
afterward
> - Root cause of the slowness: importBundle inserted every issue,
comment, and document as a separate round-trip to a network Postgres —
an N+1-over-network pattern
> - This pull request hardens the whole import path: durable
progress/error UI, an async server-side job so imports survive dropped
connections (with a duplicate-submit guard), a fail-closed guard against
incomplete payloads, and batched inserts that cut a large import from
hours to minutes
> - The benefit is that migrating a real, large company actually
completes, is legible while it runs, and can't half-import twice

## Linked Issues or Issue Description

- Refs #10507 (the Import/Export feature this hardens). Supersedes
#10513 (the progress/error-UI piece, folded in here). No open issue;
problem described above (large-company import: slow, connection-fragile,
silently duplicable, opaque UI).

## What Changed

- **Batched inserts (perf):** importBundle pre-generates entity ids in
JS and inserts in chunked multi-row statements, so children no longer
wait on parents' generated ids. A 1,418-issue import drops from ~15,600
insert statements to **82** (190×); benchmark below. Import semantics —
collision handling, pause-on-import,
label/blocker/monitor/attachment/embedded-asset handling, blob sha
verification — are unchanged (full portability suite green).
- **Async import jobs for board sessions:** the existing cloud-tenant
async job path opens to board sessions with per-actor job keys; the
import page submits, polls, and resumes watching after a reload or
dropped connection instead of holding one fragile request. A
non-terminal job blocks a duplicate submit (409 returns the running
job), preventing the double-import.
- **Fail-closed completeness guard:** an optional `expectedFileCount` on
inline imports; the server rejects (422 `import_payload_incomplete`) a
body carrying fewer files than declared, so a re-framed/short payload
fails loudly instead of half-importing.
- **Durable progress/error UI (was #10513):** persistent progress panels
with size-aware copy, persistent error panels with retry guidance, and
inline explanation when the preview button is disabled;
request-lifecycle guards so stale previews/imports can't publish or
detach.

## Verification

- `pnpm -r` typechecks (shared, server, ui) clean.
- `company-portability.test.ts` (76) +
`company-portability-routes.test.ts` (30) green — the import correctness
net — plus new `CompanyImport.test.tsx` async/resume/409 coverage and a
new batching regression test (a 50-issue import issues <50 issue-insert
statements; rows land unchanged).
- **Batching benchmark (embedded Postgres):** at 1,418 issues × 7
comments × 1 doc — 82 insert statements vs ~15,598 one-per-row (190×),
~1s wall-clock; a row-verifying run at that scale imports all 1,418
issues / 9,926 comments / 1,418 documents with unique identifiers and no
warnings (no rows dropped by chunking). Over a network DB the round-trip
reduction is the hours→minutes lever.
- What is NOT directly measured here: wall-clock against a real network
Postgres (that happens on a staging deploy); the local timing is
network-free.

## Risks

- Batching is the load-bearing change: it rewrites the import write
path. Mitigated by the unchanged 106-test correctness suite, a new
scale/row-integrity test, and per-writer transactions (a failure rolls
back its table group; not a single outer transaction across writers —
noted, correctness preserved).
- Async jobs are in-memory (lost on server restart → pollers 404 and can
resubmit); matches the pre-existing cloud-tenant job semantics.
- `expectedFileCount` is optional (older callers unaffected); over-count
is allowed, only under-count fails closed.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic), Claude Code CLI,
extended thinking + tool use; implementation across Fable 5 subagents
with live diagnosis against a running instance.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-30 16:52:58 -07:00
DottaandPaperclip f6ab82d490 feat(interactions): add interaction withdrawal and terminal-issue expiry (#10251)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents and boards coordinate through issue-thread interactions
(request_confirmation, ask_user_questions, suggest_tasks, …) that wait
as `pending` cards until someone resolves them
> - Two lifecycle gaps existed: an interaction's creator could not take
back a card it no longer stands behind, and interactions left `pending`
on issues that reached a terminal status lingered forever as
live-looking approval requests
> - Stale pending cards mislead humans (they look actionable), distort
attention/liveness signals, and in the worst case invite acting on a
proposal whose issue is already closed or cancelled
> - This pull request adds an explicit withdraw route for pending
interactions and automatically expires pending interactions when their
issue reaches a terminal status (including a catch-up sweep for issues
closed before this change)
> - The benefit is that interaction cards now faithfully reflect
reality: only genuinely actionable requests stay pending, and creators
can retract requests that events have overtaken

## Linked Issues or Issue Description

Fixes #5787
Refs #7403

Related prior PRs found while searching for duplicates (all overlap
partially; none combine both lifecycle paths or the route-level
authorization used here): #6709 and #7312 (creator-withdraw attempts),
#8169 (terminal expiry), #8081 and #5137 (generalized cancel/expire
endpoints), #6094 (stale confirmation auto-resolve). Related merged
context: #9568 (agent cancel for ask_user_questions), #10119 (tolerating
legacy `withdrawn_by_creator` result outcomes — the reader side of the
outcome this PR writes).

## What Changed

- New route `POST /issues/:id/interactions/:interactionId/withdraw` that
resolves a `pending` interaction to status `withdrawn` with a structured
result (`outcome: "withdrawn"`, optional trimmed `reason`), stamps
`resolvedBy*`/`resolvedAt`, touches the issue, logs activity, and emits
resolved-interaction telemetry
- Withdrawal authorization: board users, the interaction's creator
agent, or the issue's current assignee agent (assignees additionally
pass the standard issue-mutation gate); task-watchdog runs are
explicitly rejected, and authorization-boundary plus low-trust
control-plane checks apply
- Withdrawing an already-resolved interaction returns `409`;
unknown/cross-issue/cross-company interaction ids return `404`
- New service method `expirePendingInteractionsForTerminalIssue`: when
an issue transitions to a terminal status, all of its `pending`
interactions are resolved to `expired` with `outcome: "issue_closed"`,
guarded by a `status = 'pending'` predicate so concurrent resolutions
are not overwritten
- The same expiry runs as a catch-up when interactions are listed on an
already-terminal issue, so cards stranded by issues closed before this
change also get cleaned up; expired request_confirmations are logged
with a distinguishing source
- Shared package: new `withdrawIssueThreadInteractionSchema` validator,
`WithdrawIssueThreadInteraction` type, and `withdrawn` / `issue_closed`
result-outcome support for all interaction kinds (kind-aware result
shapes for `ask_user_questions` and `request_item_verdicts`)
- UI helper `ui/src/lib/issue-thread-interactions.ts` recognizes the new
outcomes for card rendering
- Docs: bundled skill API reference updated with the withdraw endpoint
- Review follow-up: terminal expiry moved from the HTTP route hooks into
`issueService.update`'s status-transition block, so direct service
callers (tree control, recovery, pipelines, status cards) expire pending
cards too; the list-endpoint catch-up remains for issues closed before
this change
- Review follow-up: withdrawing or issue-close-expiring a
`request_confirmation` also settles its linked `tool_action_requests`
row (withdraw -> `cancelled`, issue closed -> `expired`), so a parked
tool call cannot stay approvable after its card is gone
- Review follow-up: interaction cards render dedicated copy for the new
outcomes ("Withdrawn" with the reason, "Expired when issue closed")
instead of falling through to superseded-by-comment / stale-target
variants; withdrawn plan reviews badge as "Withdrawn" rather than
"Changes requested"

## Screenshots

Card states rendered from a local ux-lab harness with mocked data ([full
gallery](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/)):

| Light | Dark |
| --- | --- |
| ![All card states,
light](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/all-light.png)
| ![All card states,
dark](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/all-dark.png)
|

## Verification

- `pnpm --filter @paperclipai/shared build` — clean tsc
- `cd server && npx vitest run
src/__tests__/issue-thread-interaction-routes.test.ts` — 22 tests pass,
including new coverage for: creator-agent withdraw success,
non-creator/non-assignee agent 403, watchdog-run 403, double-withdraw
409, and board-user withdraw
- `cd server && npx vitest run
src/services/issue-thread-interactions.test.ts` — 4 tests pass,
including terminal-issue expiry writing `issue_closed` results and
leaving already-resolved interactions untouched
- `cd ui && pnpm typecheck` — clean
- `cd server && npx vitest run src/__tests__/issues-service.test.ts` —
includes a new embedded-Postgres test proving a direct
`issueService.update` terminal transition expires pending interactions
and writes the activity-log entry
- `cd ui && npx vitest run
src/components/IssueThreadInteractionCard.test.tsx` — 32 tests,
including new coverage for withdrawn / issue-closed confirmation and
question cards
- `cd server && npx tsc --noEmit` — matches the pre-existing repo error
baseline exactly (no new errors)
- Manual: `POST /issues/:id/interactions/:interactionId/withdraw` with
`{"reason":"superseded"}` as the creator agent resolves the card to
`withdrawn`; closing an issue with a pending confirmation flips it to
`expired` with `outcome: "issue_closed"`

## Risks

- Interactions on terminal issues now auto-expire (including
retroactively via the list-time catch-up), so consumers that expected to
resolve a pending interaction on a closed issue will get `409`; this is
the intended semantics and matches how the attention feed already wants
to treat dead cards
- New result outcomes (`withdrawn`, `issue_closed`) are written to
stored results; readers were already made tolerant of these outcome
strings in #10119, so mixed-version reads are safe
- No schema/migration changes; per-row conditional updates (`status =
'pending'`) avoid clobbering concurrent resolutions
- Withdrawal is a new mutation surface, but it is strictly narrower than
existing resolve paths (board, creator, or assignee only; watchdog runs
blocked)

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic Mythos-class tier) with
extended thinking and agentic tool use (Claude Code harness); commit
authored in a Paperclip-managed engineering 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>
2026-07-27 19:04:46 -05:00
7e40ed8c43 feat(status-cards): add experimental status card update view (#10101)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Operators need a board-level way to monitor a changing slice of
company work without repeatedly rebuilding filters or reading raw task
threads.
> - Existing summaries are useful snapshots, but they do not provide a
dedicated query-backed card with refresh policy, change tracking, update
history, and per-update cost visibility.
> - The capability needs to be safe to evaluate before it becomes part
of the default product surface.
> - This pull request adds end-to-end experimental Status Cards, from
schema and query compilation through update orchestration and operator
UI.
> - The entire feature is gated behind the `enableStatusCards`
experimental toggle, including its route and sidebar entry.
> - The benefit is a governed, inspectable way to keep focused
operational rollups current while preserving explicit controls over
refresh frequency and spend.

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and
bundled skills/docs).

### Problem or motivation

Operators cannot currently define a reusable natural-language view of
company work, compile it into an inspectable query, and keep its summary
current as matching issues change. Rebuilding filters and rereading task
threads makes board-level monitoring repetitive and hides the
relationship between source changes, refresh cost, and the resulting
summary.

### Proposed solution

Add experimental Status Cards that compile operator intent into a query,
summarize matched work, record each update, expose
manual/interval/reactive refresh policies and costs, and preserve the
last good result across stale, updating, paused, and error states. The
capability is off by default and fully gated behind `enableStatusCards`,
including its route and navigation entry.

### Alternatives considered

- Extend existing one-off summaries: rejected because status cards
require persistent query provenance, refresh policy, update history, and
card-specific cost controls.
- Add a dashboard-only filter widget: rejected because it would not
provide governed background refresh, an update ledger, or an inspectable
compile pipeline.
- Ship the surface by default: rejected in favor of an experimental
toggle while behavior and operator value are evaluated.

### Roadmap alignment

This advances Paperclip’s board-level execution visibility and
output-first product goals. `ROADMAP.md` was checked and no duplicate
status-card initiative was found.

### Additional context

No related open PR was found in the public GitHub search for status
cards. The PR-only design wireframes were removed from the repository
after review; the published prototype remains external to the production
source tree.
## What Changed

- Added company-scoped status-card schema, CRUD APIs, compile
provenance, update ledger, shared contracts, validators, and OpenAPI
coverage.
- Added the text-to-query compile pipeline, bundled `status-card-query`
agent skill, query versioning, and authorized write-back flow.
- Added the experimental board, create flow, lifecycle tiles,
detail/settings/debug drawers, archived view, routing, navigation, and
instance setting.
- Added a change-gated update engine with manual, interval, and reactive
refresh policies, trigger selection, active hours, and daily token caps.
- Added per-update token/cost recording, today and lifetime rollups, and
policy-derived cost previews.
- Added operator documentation and agent-authoring hardening for compile
and update behavior.
- Added PR-prep integration coverage for settings/startup wiring and
replaced raw UI values with design-system tokens.
- Removed the PR-only `design/pap-15023-status-cards` wireframe
artifacts so the repository contains only production feature assets.

## Verification

- `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b`
passing. The UI compile gate was also independently recorded as passing
at `6d7f3cf96b` on July 23, 2026.
- `pnpm build` — passes.
- `pnpm check:token-gates` — passes with all three gates clean.
- `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure
was an unrelated 10-second `afterAll` database-cleanup timeout in
`execution-workspaces-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts` — passes on
immediate focused rerun (25/25).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/instance-settings-service.test.ts
src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31).
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/StatusCards/StatusCardSettingsForm.test.tsx
src/pages/StatusCards/StatusCardTile.test.tsx
src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts`
— passes (26/26).
- Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost
QA PASS; security re-review PASS after write-back hardening; UX
approved.
- `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts`
— passes; reapplies migrations `0185`–`0189` against an already-migrated
embedded Postgres database.
- `pnpm --filter /db check:migrations` — passes migration numbering and
safety checks.
- `pnpm --filter /db typecheck` — passes.
- Merged current `origin/master` on July 24, 2026 with no conflicts;
migrations `0185`–`0189` remain unclaimed on master.

## Risks

- The feature introduces five database migrations and a new background
update path; all new DDL is repeat-safe after partial application,
migration numbering/safety checks pass, and update execution is
company-scoped and change-gated.
- Natural-language compilation can produce invalid or overly broad
queries; compile provenance, query validation, debug visibility, and
version history make failures inspectable and recoverable.
- Reactive or interval refresh could increase spend; active hours, max
refresh frequency, daily token caps, per-update cost records, and
budget-paused states bound and expose that risk.
- The branch name contains an internal execution identifier because it
is a fixed handoff branch; it was intentionally not renamed or rebased
per the release handoff instructions.
- Overall rollout risk is limited because the route, navigation,
services, and UI are disabled by default behind `enableStatusCards`.

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

## Model Used

- OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell
execution, GitHub CLI, and test/build execution. The runtime did not
expose a 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; the fixed execution-workspace
identifier is documented as an authorized handoff exception
- [x] I have run tests locally and they pass, with the one cleanup
timeout passing on focused rerun
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-24 12:26:43 -05:00
DottaandPaperclip 148a5b11f5 Route blocked transitions to explicit unblock owners (#10112)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies.
> - Issue status transitions determine whether work keeps moving or
silently stalls.
> - A blocked issue previously could rely on prose alone, leaving the
intended unblock owner unstructured and unnotified.
> - Existing blocker-attention classification could identify stalled
chains, but the signal was not delivered to the board attention feed.
> - Blocked transitions also need rollout-safe deduplication so upgrades
do not notify for historical issues and repeated processing does not
create notification storms.
> - This pull request adds structured unblock descriptors, prospective
transition timestamps, owner delivery, and board attention routing with
focused authorization controls.
> - The benefit is that newly blocked work has an explicit, routable
next action without weakening company boundaries or allowing agents to
inject arbitrary human attention items.

## Linked Issues or Issue Description

Related documentation PR: #10094.

### Subsystem affected

Cross-cutting: `server/`, `packages/db`, and `packages/shared`.

### Problem or motivation

An issue can enter `blocked` without a machine-readable unblock path.
Prose-only ownership does not reliably wake the responsible agent or
surface human-owned work, while the existing `blockerAttention`
classifier is not delivered to an operator-facing attention feed.

### Proposed solution

Require new transitions into `blocked` to have unresolved blockers, a
pending interaction/approval, or a structured `{ owner, action }`
descriptor. Notify an allowed owner once per prospective transition,
route human-owned cases to board attention, and leave pre-rollout
blocked issues untouched.

### Alternatives considered

- Keep prose-only blockers: rejected because ownership remains
unroutable.
- Backfill all historical blocked issues: rejected because upgrades
would create notification storms.
- Let agents target arbitrary users or the board: rejected after
security review because it creates an attention-injection channel.

### Roadmap alignment

Aligns with `ROADMAP.md` → “Enforced Outcomes (watchdogs, recovery
actions, review gates)” by making blocked work carry an explicit
continuation path.

### Additional context

The implementation is prospective-only and deduplicated per blocked
transition. Agent-authored descriptors are limited to the acting agent;
board actors retain human-owner routing.

## What Changed

- Added persisted unblock descriptors and prospective blocked-transition
delivery timestamps with an idempotent migration.
- Added shared types and validation for board, user, and agent unblock
owners.
- Enforced valid blocked transitions and same-company owner validation
in the issue update route.
- Restricted agent-authored descriptors to the acting agent itself,
preventing board/user attention injection by compromised agents.
- Added one-per-transition agent wake delivery and prospective-only
rollout gating.
- Routed human-owned blocker attention into the board attention feed.
- Added focused tests for validation, prospective delivery, flap
deduplication, attention routing, route authorization, and stop-relay
compatibility.

## Verification

- `pnpm -r typecheck`
- `pnpm exec vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/routable-blocked.test.ts
server/src/__tests__/attention-service.test.ts
packages/shared/src/validators/issue.test.ts`
- `AWS_ACCESS_KEY_ID= AWS_SECRET_ACCESS_KEY= pnpm test:run`
- `pnpm build`
- `pnpm --filter @paperclipai/db check:migrations`

## Risks

- Behavioral shift: new `blocked` transitions without a real blocker,
pending governed action, or structured descriptor now return `422`.
- Notification abuse is constrained by same-company validation, agent
self-only routing, prospective rollout gating, and transition-scoped
deduplication.
- Migration risk is low: columns are additive, nullable, and use `IF NOT
EXISTS`; historical blocked issues are not backfilled or notified.

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

## Model Used

- OpenAI Codex CLI with GPT-5.4, reasoning-enabled tool use and code
execution. The runtime did not expose a context-window value.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-23 15:49:28 -05:00
DottaandPaperclip a17bee98f2 Allow trust-gated direct-parent issue reports (#10098)
## Thinking Path

> - Paperclip is the control plane used to coordinate and govern
AI-agent companies.
> - Agent issue access must preserve company boundaries and trust-policy
containment without preventing legitimate task coordination.
> - Checked-out standard-trust child runs need a narrow way to report
progress directly to their parent issue, but existing authorization
treated that report like an arbitrary cross-boundary write.
> - Low-trust review runs must remain contained, and stop propagation
must not copy potentially untrusted child prose into a higher-trust
parent context.
> - This pull request adds an audited, one-hop direct-parent comment
grant only for standard checked-out runs and a sanitized, idempotent
relay for blocked or cancelled child stops.
> - The benefit is restored parent/child liveness while retaining least
privilege, complete mediation, and low-trust output quarantine.

## Linked Issues or Issue Description

### What happened?

A standard-trust agent running a checked-out child issue could not post
a progress comment to the direct parent issue because the authorization
boundary treated it as an arbitrary cross-issue write. This could stall
parent/child coordination. Low-trust review runs also need stop
propagation without exposing quarantined child-authored prose.

### Expected behavior

A standard checked-out child run may add a comment only to its direct
parent issue. The grant must not allow grandparent or sibling access,
issue mutation, document writes, reopening, or resuming. Low-trust runs
remain denied unless separately mentioned, while blocked/cancelled stops
relay only sanitized system metadata once.

### Steps to reproduce

1. Create a parent issue and a child issue assigned to different
standard-trust agents.
2. Check out the child issue in a heartbeat run and authenticate as that
run.
3. Post a comment to the parent issue and observe the authorization
denial before this change.
4. Mark a low-trust child blocked or cancelled and observe that no
bounded sanitized parent notification preserves liveness before this
change.

### Paperclip version or commit

Reproduces on `master` before this PR, including base commit
`d36ea13e08`.

### Deployment mode

Local dev (`pnpm dev`).

### Installation method

Built from source (`pnpm dev` / `pnpm build`).

### Agent adapter(s) involved

Not adapter-specific (core authorization and issue-routing behavior).

### Database mode

External Postgres in the focused route regression suite; behavior is
database-mode independent.

### Access context

Agent (bearer API key associated with a checked-out heartbeat run).

### Additional context

The implementation deliberately distinguishes a direct-parent report
decision from general issue mutation permission and records successful
grants in the activity log.

### Privacy checklist

- [x] I have reviewed all pasted output for PII, API keys, tokens,
company names, and private instance references.

## What Changed

- Adds a distinct authorization decision for standard checked-out runs
commenting on their direct parent issue.
- Keeps low-trust direct-parent reports denied unless an existing
explicit mention grant applies.
- Forces direct-parent grants to remain comment-only even when a closed
parent is unassigned or assigned to the reporting agent.
- Audits successful direct-parent report grants in issue activity
details.
- Adds sanitized, parent-scoped, idempotent system comments and parent
wakeups for blocked or cancelled child stops.
- Extends the low-trust red-team route suite for allowed parent reports,
forbidden upward/sibling writes, closed-parent mutation suppression, and
non-laundering stop relays.

## Verification

- `pnpm exec vitest run
server/src/__tests__/low-trust-red-team-routes.test.ts` — 11 tests
passed after the review fix.
- `pnpm --filter @paperclipai/server typecheck` — passed after the
review fix.
- Confirmed the PR changes four files and excludes `pnpm-lock.yaml`,
workflow changes, migrations, and unrelated branch commits.

## Risks

- This is an authorization behavior change. An overly broad grant could
enable cross-boundary writes, while an overly narrow grant could
preserve the liveness failure.
- The implementation constrains the grant to a standard-trust
checked-out run, a direct parent target, and comments only; activity
auditing and red-team coverage make regressions observable.
- Stop relays intentionally contain only system-generated child
identity/status metadata and are deduplicated; child-authored prose is
not copied.
- SecurityEngineer approval is mandatory before merge.

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

## Model Used

- OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell
execution, and test execution. 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>
2026-07-23 13:03:04 -05:00
Devin Foley 429792f1f3 fix(interactions): stop wedging confirmation accept on a terminal workspace_finalize (#10099)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - When an agent finishes work in an execution workspace, the board can
confirm the result through an issue-thread interaction (e.g. the
"Merged" / mark-done confirmation button on a `request_confirmation`).
> - That accept action is gated: it must not race a worktree sync-back
(`workspace_finalize`) that is still copying the agent's commits out of
the sandbox, or the board could act on a base that hasn't received them
yet.
> - The gate (`runWorkspaceIsFinalized`) treated the sync-back as
"settled" only when the latest `workspace_finalize` op was `succeeded` —
so a run whose finalize reached a terminal `failed` state, or died
leaving a stale `running` op, was treated as "still syncing" forever.
> - Users hit a permanent, misleading `... has not finished syncing its
workspace` error and could never click "Merged", even though nothing was
syncing and the run had long since ended.
> - This PR fixes the settle semantics so the gate blocks only while a
sync-back is genuinely pending or in flight, and treats any terminal (or
stale-orphaned) finalize as done.
> - The benefit is that a failed or abandoned sync-back no longer wedges
the human confirmation, while a genuinely in-flight sync-back on a live
run still blocks correctly.

## Linked Issues or Issue Description

No public GitHub issue exists for this. Describing the bug in-PR (bug
report):

**What happened**

Clicking the "Merged" / mark-done confirmation at the bottom of an issue
thread returns an error that the workspace "has not finished syncing its
workspace" — but nothing is actually syncing, and the run that created
the interaction has already ended. The confirmation is permanently
stuck; the only workaround is to merge and mark the task done manually.

**Expected behavior**

Once the source run's worktree sync-back has finished — whether it
succeeded, failed, or was skipped — the confirmation should be
acceptable. The gate should block only while a sync-back is genuinely
still running on a live run.

**Steps to reproduce**

Have an agent run reach `workspace_finalize` and end without a
`succeeded` finalize (e.g. the sync-back fails, or the run process dies
mid-finalize leaving a `running` op). Then attempt to accept the
`request_confirmation` interaction it created → 409 "... has not
finished syncing its workspace" with no way to proceed.

**Paperclip version or commit**

Reproduced on the current `master` line (server service); root cause is
in `runWorkspaceIsFinalized` in `server/src/services/issues.ts`.

**Deployment mode**

Local / self-hosted instance (server service).

**Root cause**

`runWorkspaceIsFinalized` returned `true` only when the latest
`workspace_finalize` operation was `succeeded`. A terminal `failed`
finalize (the sync-back ran and failed; it will not retry within that
run) and a `running` finalize left behind by a dead run both left the
gate closed forever.

## What Changed

- `runWorkspaceIsFinalized` (server/src/services/issues.ts) now treats a
sync-back as **settled** when the latest `workspace_finalize` op reached
any terminal status (`succeeded`, `failed`, or `skipped`), instead of
only `succeeded`.
- A `workspace_finalize` still marked `running` blocks only while its
owning run is alive; a `running` record left behind by a
terminal/missing run is treated as stale (settled), so a dead run can no
longer wedge the gate.
- Preserved existing behavior for the other cases: no operations
recorded at all → settled; earlier phases recorded but no
`workspace_finalize` yet → still blocks (the sync-back hasn't been
attempted).
- Extracted the run-liveness check into a shared exported helper
`heartbeatRunIsTerminalOrMissing` and reused it from the existing
`isTerminalOrMissingHeartbeatRun` closure (no behavior change there).
- Added a short comment at the confirmation-accept gate
(server/src/services/issue-thread-interactions.ts) documenting the
relaxed settle semantics.
- The dependency-readiness / blocker barrier
(`listPendingFinalizeBlockerIssueIds`) is deliberately left unchanged:
an automated dependent must not proceed onto a base that never received
a blocker's synced-back commits, so a failed finalize keeps that gate
closed. Only the human-driven confirmation accept is relaxed.
- Added regression tests for: failed finalize, stale `running` finalize
on a dead run, and a genuinely `running` finalize on a live run (must
still block).

## Verification

- `cd server && node_modules/.bin/vitest run
src/__tests__/issue-thread-interactions-service.test.ts -t "accept"` →
17 passed (includes the 3 new regression tests), 21 unrelated tests
skipped by the name filter.
- Manual reasoning walkthrough of `runWorkspaceIsFinalized` for each
op-history shape (no ops / earlier-phase-only / terminal finalize /
running-on-dead-run / running-on-live-run) confirms the intended
block-vs-settle outcome.

## Risks

- Low risk and narrowly scoped to the human confirmation-accept gate.
The only behavioral change is that a terminal (`failed`/`skipped`) or
stale-orphaned `running` finalize now settles the gate instead of
blocking forever.
- A genuinely in-flight sync-back on a live run still blocks (covered by
a regression test), so the accept cannot race commits that are actively
being synced back.
- The blocker/dependency barrier for automated dependents is unchanged,
so no dependent will be advanced onto a base missing a failed blocker's
commits.

## Model Used

- Provider/model: Claude (Anthropic), **Opus 4.8**, model ID
`claude-opus-4-8`, 1M context window.
- Capabilities used: extended thinking, tool use (repo inspection, local
test execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-07-23 10:34:47 -07:00
1ba79d82a5 fix(server): preserve terminal status on issue release (#7524)
Fixes #4206

## Thinking Path

> - Paperclip orchestrates AI agents on issues with checkout/release
semantics for execution locks
> - `POST /api/issues/:id/release` clears checkout and execution locks
when a heartbeat ends without finishing the issue
> - `issues.release()` unconditionally set `status: "todo"`, undoing
terminal and waiting states (`done`, `cancelled`, `in_review`,
`blocked`) set during the session
> - Agents reported status drift after release (e.g. `in_review` →
`todo`, `done` → `todo`), forcing manual PATCH recovery and risking
silent stalls
> - This pull request gates the `todo` re-queue to `in_progress` issues
only and preserves all other statuses on release
> - The benefit is lock cleanup without destroying workflow state agents
already recorded

## Linked Issues or Issue Description

- Fixes #4206 — `issues.release()` must not downgrade terminal/waiting
statuses
- Related internal incident: AIT-114 status drift on terminal issue
release (AI Trading Council)

## What Changed

- `server/src/services/issues.ts` — `releaseStatus` is `todo` only when
`existing.status === "in_progress"`; otherwise preserves
`existing.status`
- `server/src/__tests__/issue-stale-execution-lock-routes.test.ts` —
regression tests: release preserves done, cancelled, in_review, blocked
keeps `done` and clears lock fields
- `server/package.json` — patch bump `0.3.1` → `0.3.2`
- `server/CHANGELOG.md` — documents the fix

## Verification

```sh
pnpm --filter @paperclipai/server test issue-stale-execution-lock-routes
```

- 7/7 tests pass (parametrized done, cancelled, in_review, blocked)
(includes new `preserves terminal status when releasing a done issue`
and existing `in_progress` → `todo` on release)
- CI: Build, Typecheck, serialized server suites, e2e, Canary Dry Run
green on latest head `f31b55f`

## Risks

Low risk. Behaviour change is intentional: non-`in_progress` releases no
longer force `todo`. Agents that relied on release to re-queue
`in_review`/`blocked` work must PATCH status explicitly (documented in
agent lifecycle guidance). Rollback: revert this commit and redeploy
`@paperclipai/server` 0.3.1.

## Model Used

Anthropic Claude Opus 4.6 (extended thinking mode) — 200K context
window, tool use enabled. Assisted implementation and PR packaging for
AI Trading Council upstream port from local hotfix.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots (N/A)
- [x] I have updated relevant documentation to reflect my changes
(CHANGELOG)
- [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
(re-review requested on head `f31b55f`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: brandon <brandonburr@gmail.com>
2026-07-21 10:07:59 -07:00
DottaandPaperclip 59eee4829c fix(inbox): stop archived items from resurfacing (#9931)
## Thinking Path

> - Paperclip is the control plane operators use to coordinate AI-agent
companies and review work needing attention.
> - The Inbox is the operator-facing surface that aggregates tasks
requiring attention across server state and shared client polling.
> - Archiving a task optimistically removed it, but ordinary background
activity and stale polling responses could make it reappear seconds
later.
> - The server therefore needs to distinguish genuine user-attention
events from routine agent/system activity.
> - The client also needs a bounded local archive guard across every
Inbox query path while the server mutation and in-flight polls settle.
> - This pull request fixes both resurrection paths and adds
race-focused regression coverage.
> - The benefit is stable archive behavior without hiding a genuine
archive failure after reconciliation or reload.

## Linked Issues or Issue Description

### Pre-submission checklist

- [x] Searched existing open and closed issues and pull requests; no
duplicate implementation was found.
- [x] Reproduced on `master` before this branch.
- [x] Confirmed this is a Paperclip core bug, not adapter or provider
behavior.

### What happened?

Archiving an Inbox task hid it optimistically, then background refresh
activity could insert it back into the list seconds later.

### Expected behavior

A successfully archived task remains hidden during normal polling. A
genuine failed archive may become visible again after reconciliation or
reload.

### Steps to reproduce

1. Open Inbox with a visible task.
2. Archive the task.
3. Wait for shared polling or routine agent activity to refresh task
data.
4. Observe the archived task reappear without a hard page refresh.

### Paperclip version or commit

`master` before this branch.

### Deployment mode

Built from source using the local development application.

### Installation method

Built from source (`pnpm`).

### Agent adapter(s) involved

Not adapter-specific; this is a core Inbox bug.

### Database mode

Not database-mode-specific.

### Access context

Board (human operator).

### Additional context

The failure had independent server and client causes: routine activity
could resurface archived rows server-side, while stale shared-poll
responses could bypass optimistic client removal.

## What Changed

- Restrict server-side Inbox resurfacing to explicit user-attention
events rather than any issue activity write.
- Add a bounded client-side archive guard with confirmation, failure
restoration, and cache reconciliation behavior.
- Apply the guard to Inbox rendering, badge counts, optimistic cache
updates, and shared-poll result application.
- Classify the generic compact Inbox query so stale shared-poll data
cannot bypass the guard.
- Add server visibility-matrix tests and UI race-condition regression
tests.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/hooks/useSharedPolling.test.ts src/lib/inboxArchiveCache.test.ts
src/pages/Inbox.test.tsx` — 25 passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issues-service.test.ts` — 107 passed.
- Branch rebased cleanly onto current `origin/master` before push.

## Risks

- Low-to-moderate behavioral risk: resurfacing is intentionally
narrower, so the server tests cover human comments, mentions,
interactions, and status transitions that must still regain attention.
- The client guard is bounded and cleared on mutation failure, limiting
the risk of hiding a task whose archive did not persist.
- No schema, migration, public API, workflow, dependency-lock, or
visual-token changes.

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

## Model Used

- Anthropic Claude via Claude Code (`claude_local`; prior
implementation/review run, exact underlying model ID and context window
were not retained in the handoff metadata), with repository tool use and
test execution.
- OpenAI `gpt-5.5` via Codex CLI for final review repair and PR
preparation, with reasoning, repository editing, GitHub tooling, and
code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and
linked/described the result 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 task identifier
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation where needed; no
documentation change is required for this bug fix
- [x] I have considered and documented risks above
- [x] All Paperclip-authored commits include the required co-author
trailer

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-21 08:13:14 -05:00
a59aa128a3 fix(api): sanitize createdByRunId on comment insert to prevent 500s (#9489)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The issue-comments API (`POST /api/issues/:id/comments`) attributes
each comment to the run that created it via `created_by_run_id`, a
foreign key into `heartbeat_runs`
> - In multi-agent local control-plane usage, board/session clients
sometimes forward an `X-Paperclip-Run-Id` that is not a real run row — a
non-UUID client request id, a synthetic string, or a since-deleted run
> - That value was written straight to the FK column, so the insert died
with a Postgres FK violation and the endpoint returned HTTP 500,
breaking agent coordination
> - This PR resolves the run id defensively before insert: reject
non-UUID shapes, verify the row exists for the company, and null out
anything unresolvable while logging a warning
> - The benefit is that a bad run-id header degrades gracefully to an
unattributed comment (201) instead of a 500, so comment creation stays
up

## Linked Issues or Issue Description

No public issue exists; describing inline (bug):

**What happened:** `POST /api/issues/:id/comments` returns HTTP 500 when
the request carries an `X-Paperclip-Run-Id` that does not correspond to
a row in `heartbeat_runs` (non-UUID value, synthetic client id, or
deleted run). The value is written to the `created_by_run_id` FK, and
Postgres rejects the insert with a foreign-key violation (SQLSTATE
23503).

**Expected:** the comment is created (HTTP 201); an unresolvable run id
is dropped to `null` rather than failing the request.

**Impact:** in multi-agent usage, comment creation — and the agent
coordination that depends on it — fails whenever a client forwards a run
id that isn't a live run.

## What Changed

- Add `resolveCommentCreatedByRunId(dbOrTx, companyId, runId)` — trims
and validates UUID shape, then checks existence in `heartbeat_runs`
scoped to the company; returns `null` for missing/invalid ids.
- `addComment` now resolves the run id through that helper before insert
and logs a warning when a supplied run id is dropped.
- Add embedded-Postgres regression tests for the three cases (non-UUID
header, unknown UUID, valid run id).

## Verification

- `pnpm --filter server test issues-service` — the new
`issueService.addComment createdByRunId` block passes.
- Cases covered: non-UUID header → 201, `createdByRunId: null`; UUID
absent from `heartbeat_runs` → 201, `null`; valid run id present for the
company → preserved.

## Risks

Low. Purely defensive — valid run ids are still preserved, only
unresolvable ones are nulled. Adds one indexed, tenant-scoped `SELECT`
per comment insert.

## Model Used

Claude Opus 4.8 (extended thinking), via the Paperclip PR-triage
cockpit, produced the added regression tests and this description. The
original implementation is by @digitalflanker-ux; the author's model is
unspecified.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [ ] I have 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 (related: #4795 same fix; #8065 sibling FK-guard on the
activity-log path)
- [x] I have either (a) linked existing issues OR (b) described the
issue in-PR following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [ ] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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: Claude Haiku 4.5 <noreply@anthropic.com>
Co-authored-by: Andrew Aymeloglu <aaymeloglu@gmail.com>
2026-07-20 17:31:42 -05:00
1f1f545238 feat: add built-in summarizer and summary slots (#9713)
## Thinking Path

> - Paperclip is the open source control plane people use to organize,
govern, and understand AI-agent work
> - Operators need concise, current status views across projects and
execution workspaces without manually reading every issue and run
> - Paperclip already has auditable issues, documents, built-in agents,
routines, and live run events, but no first-class summary-slot workflow
connecting those systems
> - A built-in Summarizer can generate status prose through ordinary
governed tasks while summary slots provide stable, revisioned
destinations for that output
> - The UI needs to show current summaries, generation progress,
failures, revisions, and streaming draft status in the places operators
already work
> - This pull request adds the end-to-end summary-slot data, API, agent,
orchestration, and UI surfaces behind an experimental setting
> - The benefit is decision-oriented status context that remains
company-scoped, auditable, retryable, and inexpensive by default

## Linked Issues or Issue Description

No public GitHub issue exists for this feature.

**Problem**

Operators currently have to reconstruct project and workspace status by
reading many issues, runs, and comments. This makes it hard to identify
decisions, review queues, recent work, and the next event worth
watching.

**Proposed capability**

Add an experimental summary system with revisioned summary slots for
projects and workspaces, a paused-by-default built-in Summarizer agent,
governed generation tasks, live draft status, and reusable UI cards.

**Expected behavior**

- Summary data remains company-scoped and revisions remain auditable.
- Generation runs through normal issue/agent orchestration and
deduplicates active requests.
- Only the linked built-in Summarizer generation task can author a slot
revision.
- Operators can generate, retry, inspect revisions, and follow draft
progress from project and workspace views.
- The feature remains opt-in and background generation remains paused by
default.

## What Changed

- Added summary-slot schema, idempotent migrations, shared contracts,
validators, API paths, and service tests.
- Added company-scoped summary-slot routes for reading revisions,
requesting generation, and guarded Summarizer writes with activity
logging.
- Added terminal generation finalization, failure reasons, assignment
wakeups, and orchestration integration.
- Added the paused-by-default built-in Summarizer bundle, low-cost
runtime defaults, status-summarization skill, and stale-summary routine.
- Added summary cards, revision selection, retry/configuration states,
live draft streaming, transcript chunk handling, and project/workspace
integrations.
- Updated Claude local parsing for streamed status output and expanded
server, adapter, shared, database, catalog, and UI coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts
packages/shared/src/summary-slot.test.ts
server/src/__tests__/summary-slot-routes.test.ts
server/src/__tests__/summary-slots.test.ts
server/src/__tests__/built-in-agents.test.ts
ui/src/components/SummarySlotCard.test.tsx
ui/src/components/SummarySlotCard.status.test.tsx
ui/src/components/useSummaryDraftStream.test.tsx
ui/src/lib/summary-draft-stream.test.ts
ui/src/lib/run-log-chunks.test.ts
ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed
- `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test
was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`,
and passed when those host credentials were removed
- `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with
inherited AWS credential variables removed — 8 tests passed
- `pnpm build`
- `pnpm check:token-gates` currently reports nine `#9627` comment
references introduced by current `master`; none are in this PR diff

## Risks

- Database risk is limited by incrementally ordered, idempotent
migrations and migration safety checks.
- Summary generation creates normal issues/runs, so misconfiguration can
produce failed slots; the UI exposes retryable failure reasons and agent
configuration entry points.
- Streaming draft parsing depends on the documented `STATUS:` protocol;
final persisted revisions remain the source of truth.
- The feature is experimental, opt-in, and its built-in routine is
paused with no background token spend by default.

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

## Model Used

- OpenAI GPT-5.3 Codex with reasoning, repository tool use, code
execution, GitHub CLI, and Paperclip control-plane integration. Earlier
branch commits also record Claude model co-authorship where applicable.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-17 11:03:07 -05:00
DottaandPaperclip 53f09cb818 fix: prevent duplicate task creation and recovery loops (#9648)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies
> - Agents, routines, productivity review, and recovery services can all
create or re-trigger work
> - Repeated heartbeats or catch-up cycles can produce duplicate tasks
or repeat recovery actions before prior work is visible
> - The base duplicate-create and routine catch-up coalescing work has
now landed on `master` via related PRs while this PR was being prepared
> - This pull request carries the remaining hardening: bounded
idempotency retention, recovery cooldown/throttle fixes,
productivity-review query batching and ordering fixes, and regression
coverage
> - The benefit is fewer duplicate tasks, safer retries, and enough
provenance to diagnose any future recurrence

## Linked Issues or Issue Description

Agents can retry issue creation after ambiguous responses or
independently recreate the same child title, while recovery and
short-interval routine catch-up paths can repeat before prior work
settles. This can produce visible duplicate tasks and makes the
originating heartbeat difficult to identify.

Related work: Refs #8356 for caller-supplied issue-create idempotency
and Refs #9224 for plugin-scoped issue-create idempotency. Prior related
PR: #6936. The base issue-create deduplication and routine catch-up
coalescing pieces have since landed on `master` via #9650 and #9649;
this PR remains as the follow-up hardening stack on top of those
changes.

## What Changed

- Add 7-day retention for issue-create idempotency claims with indexed,
batch-limited cleanup so the claim table does not grow forever.
- Preserve recovery cooldown intent after terminal recovery actions are
closed, and throttle repeated source-scoped recovery work.
- Batch productivity-review source-activity checks to avoid repeated
per-source queries while keeping the no-action suppression behavior.
- Order productivity-review no-action streak windows by review creation
time, matching the window semantics even when completion timestamps are
out of order.
- Preserve generated issue IDs in route mocks used by backlog/assignment
contract tests.
- Document PR-gardening task deduplication expectations in the company
skill.
- Add focused regression tests for idempotency retention, liveness
recovery cooldowns, and productivity-review
batching/suppression/ordering behavior.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — passed on latest head.
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/productivity-review-service.test.ts
server/src/__tests__/issue-create-deduplication-routes.test.ts
--reporter verbose` — 2 files, 23 tests passed on latest head.
- `pnpm --filter @paperclipai/adapter-utils build && pnpm exec vitest
run --project @paperclipai/adapter-utils --reporter dot` — 30 files
passed, 476 tests passed, 8 skipped.
- `pnpm build` — passed on latest head.
- `pnpm -r typecheck` — passed on the rebased head before the final
productivity-review ordering commit; the latest touched server code is
covered by the server typecheck above.
- `pnpm check:token-gates` — passed.
- `pnpm test:run` — progressed through server, UI, CLI, shared,
skills-catalog, and DB sections, then exposed an adapter-utils
compiled-test fingerprint mismatch before rebuilding adapter-utils; the
adapter-utils project passed after rebuild, and the GitHub split PR
checks passed on the pushed head.

## Risks

- Caller-supplied idempotency replay is now bounded to 7 days; reusing
an old key after retention can create new work, which matches
retry-oriented idempotency semantics.
- Recovery and productivity-review timing changes may suppress redundant
follow-up work; focused tests cover the intended boundaries.
- Advisory locking and idempotency cleanup rely on PostgreSQL-compatible
transaction semantics already used by the production data layer.
- The migration extends the private claim table indexes without
rewriting existing issue rows.

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

## Model Used

- OpenAI Codex based on GPT-5, with reasoning, repository editing,
shell/tool execution, and test execution. Exact model ID and
context-window size are not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-16 17:00:53 -05:00
59fb27ff79 feat(inbox): let agents safely tidy user inboxes (#9724)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - The inbox is a per-user attention view, so archiving an item must
not alter the underlying issue, assignment, or status
> - Agents can help responsible users tidy resolved work only when the
action is company-scoped, reversible, policy-controlled, and fully
attributable
> - The database and authorization foundations landed in #9654 and
#9658, but the end-to-end archive routes, audit details, agent workflow
guidance, and operator UI still need to ship together
> - Separate stacked PRs #9659 and #9661 made the complete behavior
harder to review and land as one coherent capability
> - This pull request consolidates the remaining server,
shared-contract, documentation, skill, and UI work on top of current
master
> - The benefit is a single reviewable change that lets agents safely
archive responsible-user inbox items and lets users control or undo that
behavior

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting inbox management across shared contracts, server
authorization/routes/services, shipped agent skills, and the board UI.

### Problem or motivation

Agents may complete work whose issue remains in the responsible user's
Mine inbox. Existing board-user archive behavior does not provide the
agent-facing policy endpoints, target resolution, heartbeat-run
attribution, typed denials, conservative workflow guidance, or UI needed
for safe agent-managed cleanup.

### Proposed solution

Allow authorized agents to archive or unarchive responsible-user inbox
items under the user's open, allowlist, or disabled policy; preserve
actor/agent/run attribution in issue detail and activity records; expose
policy controls and agent archive attribution in the UI; and document
conservative cleanup rules for agents and PR gardening.

### Alternatives considered

- Reuse generic issue mutation permissions: rejected because inbox state
belongs to a target user and requires user-scoped authorization.
- Automatically archive every completed or closed item: rejected because
completion signals can still require human review or a decision.
- Keep the backend and UI as separate stacked PRs: superseded by this
consolidated PR so the complete user-visible behavior can be reviewed
and verified together.

### Related work

- Builds on merged foundations #9654 and #9658.
- Supersedes the remaining stacked changes in #9659 and #9661.
- `ROADMAP.md` has no overlapping inbox archive or inbox authorization
initiative.

## What Changed

- Added shared inbox-agent policy types and validators plus
company-scoped self-service policy routes and OpenAPI coverage.
- Enabled agent archive/unarchive mutations with responsible-user
targeting, policy enforcement, typed failures, attribution, idempotency,
and detailed activity auditing.
- Returned agent archive attribution in issue detail and documented
reversible inbox cleanup semantics in the implementation spec and
Paperclip skill.
- Added conservative PR-gardening inbox tidy guidance that keeps GitHub
access read-only and avoids archiving work that still needs human
action.
- Added the Profile settings policy control and Issue Properties
attribution/unarchive UI with focused component coverage and narrow-pane
handling.

## Verification

- `pnpm exec vitest run
server/src/__tests__/inbox-archive-routes.test.ts
server/src/__tests__/inbox-agent-policy-routes.test.ts
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/openapi-routes.test.ts
ui/src/components/InboxAgentPolicyControl.test.tsx
ui/src/components/IssueProperties.test.tsx` — 110 passed.
- `pnpm --filter @paperclipai/db exec vitest run
src/inbox-archive-agent-policies-migration.test.ts` — 1 passed.
- `node --test
.agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 9 passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — changed files are clean; the
repository-wide command currently reports nine unrelated pre-existing
`#9627` literals outside this PR's diff.

## Risks

- Agent inbox mutations broaden an existing endpoint path, so
authorization and target resolution must remain fail-closed; focused
route and authorization tests cover allowed and denied paths.
- Archive state affects only the responsible user's inbox presentation
and remains reversible; it does not mutate issue status, assignment, or
visibility.
- The UI policy defaults to the existing open behavior, while allowlist
and disabled modes can reduce agent access.
- This PR intentionally builds on #9654 and #9658 and contains no new
migration number or modification to an already-applied migration.

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

## Model Used

- OpenAI Codex using GPT-5.4, medium reasoning, repository tool use,
shell execution, code review, 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
(`feat/inbox-agent-archive-complete`) and contains no internal Paperclip
ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-16 16:49:18 -05:00
DottaandPaperclip 6ec059ab4e fix(server): suppress stale handoff alarms during live continuation (#9695)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The control plane records a successful-run handoff when productive
work ends without a durable next-step disposition
> - That handoff state was derived only from the latest activity event,
without checking whether a corrective run or wake was currently alive
> - As a result, actively progressing issues could still show a
high-severity missing-disposition alarm and blocked-inbox row
> - The same stale required event could also remain indefinitely when a
later successful run correctly skipped recovery because another valid
continuation path already existed
> - This pull request makes the derived state liveness-aware, suppresses
attention only while the live path exists, and resolves stale required
events on valid-path skips
> - The benefit is that productive work stays calm while genuine stalls
still resurface automatically when liveness disappears

## Linked Issues or Issue Description

- **Bug:** An issue whose latest successful-run handoff event is
`required` continues to report a missing disposition even while a
heartbeat run, scheduled retry, or queued/deferred/claimed wake is
actively targeting that issue.
- **Expected behavior:** The API should expose current continuation
liveness, the blocked inbox should suppress the alarm only while that
path remains live, and a later successful run that skips recovery
because a valid path exists should durably resolve the stale event.
- **Related but distinct:** #9370 changes disposition freshness at
detection time; #8748 adds an explicit policy opt-out. This PR preserves
detection/escalation policy and fixes read-time/current-liveness state.

## What Changed

- Extended `SuccessfulRunHandoffState` with `hasLiveContinuation` and
optional `liveRunId` evidence.
- Added bounded liveness hydration for required handoff states using
active heartbeat-run and wake-request signals.
- Suppressed `missing_disposition` blocked-inbox rows only while a run,
scheduled retry, or live wake targets the issue.
- Added durable `issue.successful_run_handoff_resolved` logging when
handoff detection skips because another valid continuation path owns the
next action.
- Added focused regressions for live/absent derived state, self-healing
attention suppression, valid-path skip classification, and
resolved-event logging.
- Updated UI normalization and fixtures for the shared contract without
changing rendering behavior.

## Verification

- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm vitest run
server/src/services/recovery/successful-run-handoff.test.ts
server/src/__tests__/issue-list-assignee-filter-routes.test.ts
server/src/__tests__/issue-blocker-attention.test.ts` — 56 passed
- `pnpm vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "queues one
finish-handoff wake when a successful run leaves in-progress work
without a next action"` — 1 passed
- `git diff --check`

## Risks

- Low risk: no schema or migration changes, and detection, bounded
correction attempts, and escalation behavior are unchanged.
- Liveness lookups are limited to issues whose latest handoff state is
`required`; blocked-inbox suppression reuses rows already loaded by that
query path.
- Suppression is read-time and self-healing: when the run or wake stops,
the alarm returns on the next fetch.

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

## Model Used

- OpenAI Codex using `gpt-5.4`, tool-enabled software-engineering
workflow with repository, shell, test, Git, GitHub, and Paperclip
control-plane access. Context-window size is 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>
2026-07-16 10:49:47 -05:00
DottaandPaperclip bd7c0d5f83 fix(issues): deduplicate repeated creates (#9650)
## Thinking Path

> Paperclip already treats issue creation as a company-scoped mutation,
but retries and parallel agent heartbeats can submit the same create
more than once. Client instructions cannot provide at-most-once behavior
under concurrency, so the guard belongs in the server transaction. This
change adds an explicit company-scoped idempotency contract, a
conservative fallback for recent open same-parent titles, and run
attribution for auditability. Advisory transaction locks serialize
competing requests before lookup/insert, avoiding the race that affected
the prior attempt.

## Linked Issues or Issue Description

Fixes #6529.

This is a clean replacement for #6936, which was closed because it mixed
unrelated changes and its check-then-insert implementation was not
concurrency-safe. Unlike that attempt, this PR is scoped to eight files,
uses a dedicated idempotency-key table, and serializes duplicate
candidates inside the create transaction.

## What Changed

- Accept optional `idempotencyKey` and `allowDuplicate` fields on issue
creation.
- Replay the existing issue with HTTP 200 and deduplication metadata for
a repeated company/key pair.
- Deduplicate recent open issues with the same company, parent, and
normalized title for 48 hours unless `allowDuplicate: true` is supplied.
- Persist idempotency mappings in a company-scoped table and serialize
competing creates with transaction advisory locks.
- Populate `originRunId` from `X-Paperclip-Run-Id` for agent/manual
creates when the body does not provide an origin run.
- Add route integration coverage for key replay, title fallback, bypass,
closed/old recreation, company scoping, and run attribution.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-create-deduplication-routes.test.ts` — 7
tests passed.
- `pnpm --filter @paperclipai/db typecheck` — passed, including
migration numbering and safety checks.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check origin/master...HEAD` — passed.
- `pnpm exec vitest run
server/src/__tests__/issue-assigned-backlog-contract-routes.test.ts
server/src/__tests__/issue-create-deduplication-routes.test.ts` — 10
tests passed after the service-contract compatibility fix.

## Risks

- The title fallback intentionally treats normalized same-parent titles
as duplicates for 48 hours; callers creating intentionally repeated
titles must send `allowDuplicate: true`.
- Advisory locks use hashed duplicate keys, so an extremely unlikely
hash collision can serialize unrelated creates but cannot merge their
lookup results.
- Deleting an issue cascades its idempotency mapping, allowing the same
key to create a replacement later.

## Model Used

- OpenAI `gpt-5.6-sol`, high reasoning effort, Codex CLI with
repository, shell, GitHub CLI, and Paperclip API tool access.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-15 21:45:11 -05:00
DottaandPaperclip 9af96461d5 fix(server): restore stranded recovery continuations (#9630)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI agents and their work.
> - Its server recovery layer classifies blocked issue graphs and
restores interrupted heartbeat execution.
> - A dependent issue could remain dispatch-suppressed by a cancelled
blocker without producing operator-visible attention when the dependent
still displayed as todo or backlog.
> - Separately, a monitor-triggered run that lost its process before
disposition could consume the monitor's one-shot wake without scheduling
the existing bounded continuation.
> - Both gaps strand useful work even though Paperclip already has the
relevant blocker-attention and process-loss recovery mechanisms.
> - This pull request widens the existing classification path and reuses
the single process-loss retry for monitor dispatches with no future
wake.
> - The benefit is visible, routable recovery without weakening
dependency checkout rules or introducing an unbounded retry loop.

## Linked Issues or Issue Description

No matching public GitHub issue or pull request was found.

### What happened?

Two server recovery cases could leave work stranded:

1. A non-terminal, agent-assigned issue with an unresolved cancelled
blocker remained ineligible for checkout, but blocked-chain liveness
classification only inspected issues already displaying `blocked` or
`in_review`, so the existing `blocked_by_cancelled_issue` attention was
not surfaced.
2. A one-shot issue monitor cleared its next check when dispatched. If
that monitor-triggered run ended as `process_lost` without a tracked
local child, the existing bounded retry gate rejected it and no future
monitor wake remained.

### Expected behavior

- Cancelled blockers continue to be unresolved dependencies, and their
dependents receive blocker attention regardless of whether the dependent
currently displays as backlog, todo, blocked, or in review.
- A monitor-triggered run lost before disposition receives exactly one
bounded continuation when no future monitor check exists; a second loss
follows the normal recovery-action escalation path.

### Steps to reproduce

1. Create an agent-assigned todo issue blocked by a cancelled issue and
run issue-graph liveness classification.
2. Observe that no cancelled-blocker finding appears before this change.
3. Dispatch a due issue monitor, clear its one-shot
`monitorNextCheckAt`, and mark the resulting untracked run
`process_lost`.
4. Observe that no retry is queued before this change.

### Environment

- Paperclip commit: `3e348b96b`
- Deployment: built from source / local test environment
- Adapter: not adapter-specific; core server recovery
- Database: embedded test database

## What Changed

- Inspect non-terminal, agent-assigned issues with unresolved blocker
edges during blocked-chain liveness classification.
- Include cancelled dependents in the existing blocked-inbox attention
query while preserving company-scoped relation checks.
- Allow monitor-triggered `process_lost` runs with no future monitor
wake to use the existing single bounded retry.
- Mark monitor recovery retries as continuation-needed context and
retain the existing second-loss escalation behavior.
- Document cancelled-blocker and monitor-dispatch recovery semantics.
- Add focused regressions for liveness findings, attention propagation,
one retry, and second-loss escalation.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/issue-blocker-attention.test.ts
server/src/__tests__/issue-liveness.test.ts` — 3 files, 126 tests
passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.

## Risks

- Low risk and server-only. The liveness scan inspects more unresolved
dependency shapes, which can produce additional existing attention
entries for previously invisible cancelled blockers.
- Monitor recovery remains bounded by `processLossRetryCount < 1`, and
the extra path only applies when the dispatch was monitor-triggered and
no future monitor check exists.
- No schema, migration, authorization, API-contract, or UI changes.

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

## Model Used

- OpenAI `gpt-5.4` through Codex CLI, with reasoning, repository tool
use, command execution, and test execution capabilities.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-15 16:41:39 -05:00
b13eb5b2b5 Skill Studio: three-pane skill IDE with sandboxed test runs (#9241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Skills Manager gives operators a reusable skill layer, but
iteration still required manual edits, ad hoc prompts, and indirect run
inspection.
> - Skill authors need a focused workflow for editing skill files,
saving representative test inputs, and running those inputs through an
agent without exposing harness tasks as normal company work.
> - The backend therefore needs durable test inputs, reusable run
templates, hidden harness issues, scoped run execution, retention
metadata, and read-containment rules around hidden work.
> - The frontend needs a three-pane Studio that keeps skill files, saved
inputs/templates, and run output/history visible together while
preserving the existing design system and token rules.
> - This pull request ships that Skill Studio surface end to end:
database migrations, shared contracts, server APIs/services, hidden
harness execution behavior, UI routes/components, and focused tests.
> - The benefit is faster and safer skill iteration, with inspectable
outputs and fewer ways for internal harness work to leak into normal
task lists, costs, or adjacent read APIs.

## Linked Issues or Issue Description

No public GitHub issue exists for this feature. Feature request summary:

- Problem: Skill authors need to edit and test company skills in one
place instead of switching between the skill detail page, task creation,
run output, and manual prompt history.
- Proposed solution: Add a Skill Studio workbench with saved inputs,
reusable templates, hidden sandboxed test runs, live run status, output
inspection, run history, rerun/delete controls, and frontmatter-aware
editing.
- Expected users: Paperclip operators and agent-company maintainers who
create, fork, import, and tune skills.
- Related public PRs: Supersedes #9205, which was replaced so the public
PR branch name follows contributor policy.
- Duplicate search: searched public GitHub issues and PRs for "Skill
Studio"; no other active public issue or PR directly covers this
feature.

## What Changed

- Added database migrations for Skill Studio test inputs, test runs,
test run retention, and reusable run templates.
- Added shared Skill Studio types, validators, route helpers,
frontmatter utilities, and status handling.
- Added server services and routes for saved inputs, test runs,
templates, reruns, terminal-run deletion, hidden harness issue
execution, and run-detail hydration.
- Strengthened hidden-issue read containment across issue-adjacent
routes and cost rollups used by skill test harness work.
- Added the Skill Studio UI with skill file editing, frontmatter
editing, saved inputs, templates, run creation/cancel/rerun/delete
flows, output rendering, history, route support, and responsive pane
behavior.
- Added focused backend, shared, and UI tests for the new APIs, routing
logic, editor/run behavior, hidden-issue containment, and migration
safety.
- Rebased onto current `master`, removed the generated lockfile diff
from the PR, and verified no workflow files are changed.

## Verification

- [x] `pnpm --filter @paperclipai/db check:migrations`
- [x] `pnpm check:token-gates`
- [x] `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/company-skills-routes.test.ts
server/src/__tests__/company-skill-test-runs-service.test.ts
ui/src/lib/skill-studio.test.ts ui/src/pages/SkillStudio.test.tsx` — 5
files, 132 tests passed
- [x] Greptile review on the latest PR head
- [x] GitHub PR checks on the latest PR head

## Risks

- Medium risk because this is a broad feature touching database schema,
server orchestration, issue visibility, and a large UI surface.
- Hidden harness issue containment is security-sensitive; this PR
includes regression coverage for adjacent read paths and cost rollups.
- The new migrations are additive and use idempotent guards where
applicable, but deployed databases that previously tested draft
migration numbers should still be checked carefully.
- The UI depends on a new resizable panels package in `ui/package.json`;
the lockfile is intentionally left to repository automation.

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

## Model Used

OpenAI Codex, GPT-5 coding agent with shell, git, and GitHub CLI tool
use. Earlier feature commits include assistance from other Paperclip
coding agents; this PR preparation, rebase, cleanup commit, and PR body
were completed by OpenAI Codex in a Paperclip worktree.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-09 13:08:56 -05:00
Nicky LeachandPaperclip 38cca22b09 fix(server): avoid accepted-plan workspace branch freeze before child realization (#9233)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents tackle complex tasks via *plan* flows: a planner decomposes
work into child issues, which are accepted by the board and then
executed
> - When a plan is accepted, `createChild` in `issues.ts` inserts child
issues pre-bound to the parent's already-realized execution workspace —
carrying over its concrete branch ref
> - If the repository's base ref advances between plan acceptance and a
child's first heartbeat, the child inherits a stale branch that no
longer matches the current base
> - At first heartbeat the workspace validator detects the mismatch and
freezes the child ("branch freeze"), blocking it from starting any work
> - The real fix is to strip the concrete workspace binding when
creating accepted-plan children: they should receive only the unresolved
*intent* (mode, baseRef, branchTemplate) and realize a fresh workspace
from the current base on their own first heartbeat
> - This PR implements that strip, adds a regression test that proves a
post-base-advance child realizes cleanly, and also fixes
`parseIssueExecutionWorkspaceSettings` so `environmentId` is not
silently dropped on update round-trips (a latent bug that was masking
the original fix)

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. Bug description follows the
bug-report template:

**What happened:** Accepted-plan decomposition pre-binds child issues to
the parent's realized execution workspace branch (`executionWorkspaceId`
+ `executionWorkspaceBranch`). When `origin/master` advances between
plan acceptance and the child's first heartbeat, the workspace branch
interlock fires and the child is permanently frozen before it can start.

**Expected behavior:** Accepted-plan children should receive only
unresolved workspace intent (mode, git strategy fields) and realize a
fresh isolated worktree from the current base on first heartbeat. A
base-ref advance between acceptance and first-run should be transparent.

**Steps to reproduce:**
1. Accept a plan that decomposes into one or more child issues
(isolated_workspace + git_worktree mode).
2. Allow `origin/master` to advance (new merge).
3. Observe the first child heartbeat: workspace validation fails with a
branch-freeze error.

**Paperclip version:** current `master` (pre-fix).

**Deployment mode:** any (affects all modes that use isolated workspace
+ git worktree strategy).

Supersedes #9227 (earlier attempt, now closed — the fix was incomplete
because `environmentId` was silently dropped during
`parseIssueExecutionWorkspaceSettings` update round-trips, causing the
child workspace to lose its environment binding; this PR includes that
fix).

## What Changed

- **`server/src/issues.ts` — `createChild` / accepted-plan decomposition
path:** strip resolved workspace fields (`executionWorkspaceId`,
concrete branch) when creating accepted-plan children; preserve only
unresolved intent fields (`mode`, `baseRef`, `branchTemplate`,
`environmentId`, runtime/provisioning settings).
- **`server/src/execution-workspace-policy.ts` —
`parseIssueExecutionWorkspaceSettings`:** preserve `environmentId`
through update round-trips (was silently dropped, causing environment to
detach on any workspace settings update).
-
**`server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts`:**
new regression test — accepted-plan child created after `origin/master`
moves realizes a fresh isolated worktree from the moved base and passes
workspace execution.
- **`server/src/__tests__/issues-service.test.ts`:** extended
workspace-linkage and `createChild` tests covering the accepted-plan
strip and the unchanged direct-child path.

## Verification

```sh
pnpm exec vitest run server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "workspace linkage|accepted plan decomposition|createChild applies"
pnpm --filter @paperclipai/server typecheck
```

All three pass on this branch.

## Risks

**Low.** The change is scoped to the accepted-plan `createChild` code
path. The direct child / follow-up issue creation path (normal non-plan
decomposition) is unchanged and covered by existing tests. The
`parseIssueExecutionWorkspaceSettings` fix is additive — it now
preserves a field that was previously silently dropped, so no consumer
loses data.

## Model Used

Claude Sonnet 4.6 (`claude-sonnet-4-6`), Anthropic, 200K context window,
extended tool use + code generation.

## 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 (supersedes #9227)
- [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>
2026-07-08 11:07:36 -07:00
Nicky LeachandPaperclip 88bf71b84e Reject projectless isolated git worktree tasks (#9231)
## Thinking Path

> - Paperclip is an open-source platform for orchestrating AI agents;
agents run inside execution workspaces that range from a shared
container to full git worktrees cloned from a project repository.
> - Isolated git-worktree workspaces require a project to determine
which repository to clone — without a project the worktree base path
cannot be computed.
> - A task pinned to `isolated_workspace` + `git_worktree` with no
project was previously accepted at creation time but failed late at
dispatch with the opaque `workspace_validation_failed` /
`git_worktree_base_agent_home` error — only after the heartbeat
attempted to provision the workspace.
> - Fail-closed validation should happen in two places: (1) explicit
create/update pins that contradict the requirement are rejected at the
HTTP layer with a structured 422; (2) rows that reach the heartbeat
dispatcher with this invalid combination (e.g. through inheritance or a
retroactively-removed project) are blocked before any heartbeat run or
adapter spawn.
> - This PR adds the shared detection policy, the create/update guard in
the issues service, and the heartbeat pre-dispatch guard, together with
focused unit tests for all three layers.
> - The benefit is deterministic early failure with a clear remediation
message instead of a late, cryptic runtime error.

## Linked Issues or Issue Description

No upstream public GitHub issue — describing the problem inline
(bug-report format).

**What happened?**
Creating an issue with `executionWorkspaceSettings: { mode:
"isolated_workspace", type: "git_worktree" }` and no `projectId` was
accepted without error. The issue then became blocked at dispatch time
with the opaque message `git_worktree_base_agent_home` /
`workspace_validation_failed` — surfaced only after the heartbeat
attempted to provision the workspace.

**Expected behavior**
The platform should reject the invalid combination at create/update time
with a structured 422 that includes a clear remediation message, before
any heartbeat resource is consumed.

**Steps to reproduce**
1. Call `POST /api/issues` (or `PATCH /api/issues/:id`) with
`executionWorkspaceSettings: { mode: "isolated_workspace", type:
"git_worktree" }` and omit `projectId` (or set it to `null`).
2. Observe: request succeeds (200/201).
3. Assign the issue to an agent and watch it enter `blocked` with a
cryptic `workspace_validation_failed` error at dispatch.

**Related prior fix** — Refs #4844 (`fix(validator): reject static cwd
combined with git_worktree strategy`) — same validation area, different
dimension (static cwd vs. missing project).

**Paperclip version / commit**
Latest `master` (pre-this-PR).

**Deployment mode**
Standard (app-global server).

## What Changed

- **`execution-workspace-policy.ts`** — new shared
`detectWorkspaceWorktreeRequiresProject` function returning a stable
`workspace_worktree_requires_project` policy violation when an isolated
git-worktree task has no project, project workspace, or reusable
execution workspace; exports canonical remediation text used by both the
HTTP guard and the heartbeat guard.
- **`issues.ts`** — create and update paths check the new policy before
persisting; explicit pins to `isolated_workspace` / `operator_branch` +
`git_worktree` with no project are rejected with a 422 including the
policy code and remediation text.
- **`heartbeat.ts`** — pre-dispatch preflight checks the same policy for
rows that reach the heartbeat with the invalid combination (e.g. through
inheritance); such rows are marked `blocked` with a skipped wakeup
request, durable issue comment, and activity log before any heartbeat
run or adapter spawn.
- **`execution-workspace-policy.test.ts`** — focused policy-layer unit
tests for detection logic and remediation text.
- **`issues-service.test.ts`** — create/update 422 guard tests for the
new policy.
- **`heartbeat-workspace-branch-containment.test.ts`** — pre-dispatch
blocking test for inherited/ambiguous invalid rows; also fixes a cleanup
race in the existing test suite.

## Verification

```sh
pnpm exec vitest run \
  server/src/__tests__/execution-workspace-policy.test.ts \
  server/src/__tests__/issues-service.test.ts \
  server/src/__tests__/heartbeat-workspace-branch-containment.test.ts

pnpm --filter @paperclipai/server typecheck

# Targeted regression
pnpm exec vitest run \
  server/src/__tests__/heartbeat-workspace-branch-containment.test.ts \
  -t "blocks projectless isolated git-worktree issues before dispatch"
```

All three test files and typecheck passed locally before this PR was
opened.

## Risks

**Low risk.** The policy detection function is pure with no side
effects. The create/update guard only triggers on explicit
`isolated_workspace` or `operator_branch` + `git_worktree` pins combined
with a missing project — it does not fire on inherited settings (handled
by the heartbeat preflight), so there is no false-positive rejection
risk for valid tasks. The heartbeat guard fires before any resource is
provisioned; the only behavioral change for already-invalid rows is that
they receive a clear `blocked` status and durable comment instead of a
late cryptic error.

## Model Used

Claude Sonnet 4.6 (`claude-sonnet-4-6`), 200k context window, tool use
enabled (agentic coding). Used to implement all server-side changes and
tests in this PR.

## 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-08 10:31:37 -07:00
DottaandPaperclip 555391fed7 fix: run restart recovery, workspace self-heal, quota-aware retries, failed-run metrics (#9183)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run in heartbeat runs orchestrated by the server; run
lifecycle, retry scheduling, and the dashboard's run-activity metrics
are the subsystems involved
> - A spike in "failed" tasks traced to three causes: server restarts
killing in-flight runs and mislabeling them as failures, deterministic
workspace-validation loops when a worktree's branch diverged, and
provider quota/usage-limit errors being classified as generic transient
failures (putting agents into error state and polluting metrics)
> - Killed-then-recovered runs and quota waits are not product failures,
so both the runtime behavior and the reporting needed to distinguish
them
> - This pull request drains runs gracefully on shutdown with idempotent
restart retries, self-heals workspace branch mismatches, adds a
quota-aware failure class with reset-time retry, separates recovered
restart kills from true failures on the dashboard, and documents restart
hygiene for operators
> - The benefit is fewer spurious failures, automatic recovery instead
of manual repair, and dashboard metrics that reflect real failure rates

## Linked Issues or Issue Description

No public GitHub issue exists; describing the bug inline per the
bug-report template:

**What happened?**

In-flight heartbeat runs are marked `failed` when the server restarts,
even though a retry later succeeds. Worktrees whose checked-out branch
diverges from the issue branch fail workspace validation on every
subsequent run with no recovery path. Provider quota/usage-limit
responses are treated as generic transient upstream errors, putting
agents into an error state and retrying before the quota window resets.
The dashboard counts all of these as true failures, inflating failure
metrics.

**Expected behavior**

Graceful shutdown should interrupt (not fail) running runs and chain
exactly one recovery retry. Workspace validation should repair
recoverable branch mismatches automatically. Quota errors should get
their own error class with the retry scheduled at the provider reset
time and the agent left idle. The dashboard should report recovered
restart kills separately from true failures.

**Steps to reproduce**

1. Start a heartbeat run, then restart the server (SIGTERM) while it is
in flight — the run lands as `failed` with a process-loss error code
even when its retry succeeds
2. Check out an issue whose worktree branch has diverged (e.g. after a
force-moved branch) — every subsequent run fails
`workspace_validation_failed` deterministically
3. Drive an agent into a provider usage-limit window — the run fails as
a generic transient upstream error and the agent enters an error state
instead of idling until the reset time

**Paperclip version or commit**

master (base c07e650cd)

**Deployment mode**

Self-hosted dev plane (Linux, node server + embedded Postgres)

## What Changed

- Graceful shutdown (SIGTERM hook) now marks in-flight runs
`interrupted` instead of `failed` and enqueues an idempotent
process-loss retry (pre-insert existence check on `retryOfRunId`
prevents duplicates; bursts chain exactly one retry per interrupted run)
- Run-liveness classification routes `interrupted` to `needs_followup`
rather than `failed`
- Workspace validation self-heals branch mismatch / missing-branch
states instead of failing deterministically on every run
- New `provider_quota` error class: session/usage-limit responses
schedule the retry at the provider reset time and leave the agent idle
(not errored); fixes a case where a quota-terminated run with subtype
`success` was misclassified as failed; HTTP 529 remains transient
- Dashboard run-activity query separates recovered restart kills from
true failures via a recursive CTE over `retry_of_run_id` (ancestors of a
succeeded retry count as recovered), adds a per-day failed-by-error-code
breakdown, and binds the window start as a timestamptz string
- Activity charts UI: amber "Recovered" segment with legend and per-day
error-code tooltip; success-rate chart counts recovered runs as
successes
- New ops runbook: `docs/deploy/dev-plane-restart-hygiene.md`

## Verification

- Greptile follow-up fixes on `992705edd`: `pnpm exec vitest run
server/src/__tests__/server-startup-feedback-export.test.ts
server/src/__tests__/heartbeat-workspace-branch-containment.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` (209
tests); `pnpm --filter @paperclipai/server typecheck`; `git diff
--check`
- Post-rebase CI fixes: `pnpm exec vitest run
server/src/__tests__/heartbeat-retry-scheduling.test.ts`; `pnpm exec
vitest run server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/workspace-runtime.test.ts
server/src/__tests__/heartbeat-workspace-branch-containment.test.ts
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts` (227 tests);
`pnpm --filter @paperclipai/server typecheck`
- `npm test` server suites covering the changes:
`heartbeat-process-recovery`, `heartbeat-stop-metadata`,
`heartbeat-retry-scheduling` (95 tests), quota parse +
execute/retry-scheduling suites (100 tests), workspace self-heal suites
(200 tests), dashboard run-activity tests (3 tests) — all green,
typecheck exit 0
- Dashboard CTE cross-checked against a real development database: two
restart-burst days moved from 17 to 8 and 19 to 6 true failures once
recovered kills were separated, matching manual retry-chain inspection
- Screenshot verification of the real ActivityCharts component
(recovered segment + tooltip) during QA

## Risks

- Behavioral shift: runs killed by a restart no longer surface as
`failed`; anyone consuming raw run statuses will see `interrupted` (new
status value) — dashboards/queries in this repo were updated accordingly
- Retry chaining on repeated restarts is bounded (one chained retry per
interruption) but a pathological restart loop still delays work rather
than failing it; the runbook covers operator hygiene for that case
- Dashboard query adds a recursive CTE; cost is bounded by the
day-window row count and was verified against production-sized data
- No schema migrations; low migration risk

## Model Used

- Claude (Anthropic) — claude-fable-5 via Claude Code / Paperclip agent
harness, extended thinking with tool use; implementation commits also
produced with Codex CLI (GPT-5 class) agents under the same harness

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-07 20:30:09 -05:00
Nicky LeachandPaperclip 9d5b0e3c57 Add read-only issue subtree diagnostics endpoint (#9135)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The issue/task orchestration subsystem tracks parent–child and
blocker–dependent relationships, forming a directed acyclic (in
intention) subtree below each root issue
> - Agents and operators have no lightweight way to inspect the
dependency and wake state across an entire issue subtree — they must
walk the tree issue-by-issue, making multiple round-trips with full
object fetches
> - A bounded, read-only subtree diagnostic endpoint lets callers
understand the health of an entire work tree (which nodes are blocked,
which are cycling, which have pending wakes) from a single authenticated
request
> - This pull request adds `GET /api/issues/:id/diagnostics/subtree`, a
depth/node/per-node capped traversal that reuses the blocker and wake
projection helpers from the companion blocker and wake diagnostics
endpoints (see Refs #9114, #9133)
> - The benefit is that platform operators, monitoring, and coaching
tooling can surface \"why is this subtree stalled?\" across all nodes
without database access or unbounded graph walks, using only data the
caller already has read permission for

## Linked Issues or Issue Description

Refs #9114 (companion blocker diagnostics endpoint — blocker projection
helpers reused here)
Refs #9133 (companion wake diagnostics endpoint — wake projection
helpers reused here)

## What Changed

- **New route** `GET /api/issues/:id/diagnostics/subtree` in
`server/src/routes/issues.ts`: returns a bounded subtree traversal
rooted at `:id`, with depth/node/per-node caps and explicit truncation
flags
- **Cycle-safe traversal**: visited-node set prevents infinite loops on
any accidental cycle in the ancestry graph
- **Per-node authorization**: each subtree node is individually filtered
through `assertIssueReadAllowed`; unauthorized nodes are omitted from
the response and do not influence aggregate counts
- **Blocker and wake reuse**: per-node blocker rows and wake events are
projected through the same helpers as #9114 and #9133 — raw wake
payloads, raw errors, activity details, and trigger detail fields are
stripped
- **Low-trust filtering**: the `mention-scoped` low-trust path redacts
node/blocker identifiers for unauthorized actors, consistent with #9133
- **Truncation reporting**: response includes `depthTruncated`,
`nodeTruncated`, and per-node `blockersTruncated`/`wakesTruncated` flags
when caps are hit
- **Shared types** in `@paperclipai/shared`:
`IssueSubtreeDiagnosticsResponse` and supporting node/blocker/wake types
exported from the shared package
- **OpenAPI tag registration** for the new route
- **API reference docs** in
`skills/paperclip/references/api-reference.md`
- **Test coverage**
(`server/src/__tests__/issue-subtree-diagnostics-routes.test.ts`,
embedded Postgres): happy path, quiet singleton (no children/blockers),
node cap truncation, mention-scoped low-trust filtering, cross-company
denial

## Verification

```bash
# Subtree diagnostics tests only
pnpm exec vitest run server/src/__tests__/issue-subtree-diagnostics-routes.test.ts

# Full diagnostics suite (blocker + wake + subtree)
pnpm exec vitest run server/src/__tests__/issue-blocker-diagnostics-routes.test.ts server/src/__tests__/issue-wake-diagnostics-routes.test.ts server/src/__tests__/issue-subtree-diagnostics-routes.test.ts

# Type-check shared and server packages
pnpm --filter @paperclipai/shared typecheck
pnpm --filter @paperclipai/server typecheck

# Whitespace / diff check
git diff --check
```

All commands passed locally (5 subtree tests, 17 total across the three
diagnostics test files).

## Risks

- **No schema or migration changes** — read-only projection over
existing relations; no DDL risk
- **Bounded traversal** — depth, node count, and per-node blocker/wake
caps prevent unbounded graph walks; truncation is reported explicitly in
the response
- **Auth boundary** — root issue read is company-scoped and checked
before the subtree is built; each subtree node is individually
authorized; cross-company access is denied at `assertCompanyAccess`
- **No raw payloads** — raw wake payload, raw error, activity details,
and trigger detail fields are stripped from all nodes, consistent with
the companion endpoints
- Low overall risk; the endpoint is additive and read-only

## Model Used

- **Provider:** Anthropic
- **Model:** Claude Sonnet 4.6 (`claude-sonnet-4-6`)
- **Tool use:** yes (file reads, edits, bash execution, Paperclip API
calls)
- **Reasoning mode:** standard (no extended 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
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-06 22:39:34 -07:00
Nicky LeachandPaperclip 31a0080e61 Fix wake diagnostics low-trust identifier redaction (#9133)
## Thinking Path

> - Paperclip is the open-source app people use to manage AI agents for
work
> - The task/issue lifecycle subsystem tracks when agents wake up, are
suppressed, or are deferred, recording each wake request in
`agent_wakeup_requests` and each defer/suppression event in
`activity_log`
> - When an agent appears stuck or doesn't resume after a dependency
resolves, there is currently no read-only API surface to inspect its
wake history — operators must query the database directly
> - Making wake history queryable via a first-class endpoint lets
operators, support, and monitoring tools diagnose "why didn't this agent
wake up?" without database access
> - This pull request adds `GET /api/issues/:id/diagnostics/wakes`,
returning a bounded 14-day/50-row projection of wake requests and
defer/suppression activity events, with a deterministic `diagnosis`
field and a `likelyReason` inference — including a Case-B inference ("no
wake enqueued because a visible blocker is not done") that reuses the
blocker readiness data from the companion blocker diagnostics endpoint
(see Refs #9114)
> - The benefit is that platform operators can answer "why is this agent
not waking up?" from a safe, read-only HTTP endpoint rather than needing
direct database access, and CI/monitoring can assert expected wake
behavior

## Linked Issues or Issue Description

Refs #9114 (companion blocker diagnostics endpoint, already merged —
this PR extends the same diagnostic surface to wake/activity history)

## What Changed

- **New route** `GET /api/issues/:id/diagnostics/wakes` in
`server/src/routes/issues.ts`: returns a bounded (14-day window, 50-row
cap) projection of `agent_wakeup_requests` rows and wake-relevant
`activity_log` rows (defer/suppression events)
- **Sanitized projection**: raw `payload`, `details`, `error`, and
`triggerDetail` fields are stripped; unknown free-form `source`,
`reason`, and `status` values are projected to `"other"` to prevent
schema bleed
- **Deterministic `diagnosis` and `likelyReason` fields**: includes
Case-B inference ("no wake enqueued — visible blocker not done") that
calls the existing blocker-readiness helper from Slice 1 (#9114) so the
wake surface can explain missing wakes caused by outstanding blockers
- **Auth**: `assertCompanyAccess` + `assertIssueReadAllowed`;
cross-company requests are denied; Case-B blocker inference filters by
caller trust level so hidden (low-trust) blockers are mentioned but not
identified
- **Types in `@paperclipai/shared`**: `IssueWakeDiagnosticsResponse`,
`WakeEvent`, `ActivityEvent` exported from the shared package
- **OpenAPI tag registration** for the new route
- **Skill reference docs** in
`skills/paperclip/references/api-reference.md` documenting the endpoint
contract
- **Test coverage**
(`server/src/__tests__/issue-wake-diagnostics-routes.test.ts`, embedded
Postgres): happy path, empty/null diagnosis, Case-B inference, low-trust
hidden blocker, cross-company denial, raw blob minimization, cap
behaviour, combined blocker+wake test run

## Verification

```bash
# Wake diagnostics tests only
pnpm exec vitest run server/src/__tests__/issue-wake-diagnostics-routes.test.ts

# Wake + blocker diagnostics together (integration)
pnpm exec vitest run server/src/__tests__/issue-blocker-diagnostics-routes.test.ts server/src/__tests__/issue-wake-diagnostics-routes.test.ts

# Type-check shared and server packages
pnpm --filter @paperclipai/shared typecheck
pnpm --filter @paperclipai/server typecheck

# Whitespace / diff check
git diff --check
```

All commands passed locally.

## Risks

- **No schema or migration changes** — this is a read-only projection
over existing tables; no DDL risk.
- **Bounded queries** — 14-day window + 50-row cap limit per call; no
unbounded scans.
- **Auth boundary** — cross-company access is denied at
`assertCompanyAccess`; Case-B inference uses the same per-node trust
filtering as the blocker endpoint so low-trust blockers are acknowledged
but not identified.
- Low overall risk; the endpoint is additive and read-only.

## Model Used

- **Provider:** Anthropic
- **Model:** Claude Sonnet 4.6 (`claude-sonnet-4-6`)
- **Tool use:** yes (file reads, edits, bash execution, Paperclip API
calls)
- **Reasoning mode:** standard (no extended 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
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-07 04:45:23 +00:00
Nicky LeachandPaperclip 295294d7ce Add read-only issue blocker diagnostics endpoint (#9114)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents block each other with `blockedByIssueIds` relationships to
express dependencies
> - Users and tooling have no lightweight way to inspect *why* an issue
is blocked or whether its blockers are themselves ready to resolve
> - A read-only diagnostic endpoint over the existing blocker graph lets
callers understand dependency chains without requiring a full issue-tree
traversal
> - This pull request adds `GET /api/issues/:id/diagnostics/blockers` —
a bounded, read-only projection over each blocker's readiness state
> - The benefit is that callers can surface blocking-chain diagnosis
(e.g. "waiting on N blockers, M of which are themselves blocked") from a
single authenticated request, using only data they already have read
permission for

## Linked Issues or Issue Description

No public GitHub issue exists for this change. Feature description:

**Subsystem affected:** `server/` — REST API & orchestration services;
`packages/shared` — types, constants, validators, API paths

**Problem or motivation**

There is no API endpoint to inspect *why* an issue is blocked or to get
a per-blocker readiness summary. Clients must walk the issue graph
manually or fetch full issue objects, which requires multiple
round-trips and is expensive.

**Proposed solution**

A single `GET /api/issues/:id/diagnostics/blockers` endpoint returns a
bounded projection: root issue summary, an ordered blocker list with
per-blocker `readiness` state, and a top-level `diagnosis` field
summarizing overall blocking status. Authorization mediation omits
blockers the caller cannot read, so `diagnosis` only reflects visible
data.

**Alternatives considered**

A general graph-walk query (too broad/expensive for a targeted
diagnostic call); enriching the existing `GET /api/issues/:id` response
(too coupled to the main response shape and adds weight for callers that
do not need blocker detail).

**Roadmap alignment**

Read-only observability surface over existing data; no database schema
changes. This aligns with tooling that helps users understand dependency
state without mutating anything.

## What Changed

- Added `GET /api/issues/:id/diagnostics/blockers` route to the server
- Returns per-blocker `readiness` state and a top-level `diagnosis`
field summarizing overall blocking status
- Enforces `issue:read` authorization per-blocker: unauthorized blockers
are omitted and do not influence `diagnosis` or `readiness` values
- Added shared TypeScript response types in `@paperclipai/shared`
- Added route-level tests using embedded Postgres
- Added API documentation in the `paperclip` skill

## Verification

```sh
./node_modules/.bin/vitest run server/src/__tests__/issue-blocker-diagnostics-routes.test.ts
pnpm --filter @paperclipai/shared typecheck
pnpm --filter @paperclipai/server typecheck
```

All three commands pass locally.

## Risks

- Read-only endpoint over existing relations — no writes, no schema or
migration changes — low risk
- Authorization mediation intentionally omits unauthorized blockers from
both the list and from `diagnosis`/`readiness`; callers with partial
access will see a narrower picture than the full blocker graph

## Model Used

- Provider: Anthropic
- Model: Claude Sonnet 4.6 (`claude-sonnet-4-6`)
- Context window: 200k tokens
- Mode: Tool use, code generation, extended reasoning

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-06 20:42:40 -07:00
ad961227f5 feat(secrets): add user-specific runtime secrets (#8825)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs often need provider credentials, API tokens, and other
environment-bound secrets.
> - Company-level secrets work for shared credentials, but they do not
model values that should differ by human operator.
> - Without a user-scoped model, a run can dispatch without knowing
whether the responsible human has supplied the needed value.
> - Paperclip also needs run attribution to make those user-scoped
runtime checks deterministic and auditable.
> - This pull request adds user-specific secret definitions, per-user
values, environment bindings, responsible-user attribution, and runtime
resolution gates.
> - The benefit is that teams can define the secret once, let each user
provide their own value, and block runs before dispatch when required
user secrets or active definitions are unavailable.

## Linked Issues or Issue Description

Refs #224
Refs #6057

This PR implements user-specific secret support as a core
secret-management capability rather than a one-off adapter setting. It
is related to existing public work on company secrets UI and runtime
secret refs, but is distinct because the value is owned by the
responsible user and resolved at run dispatch time.

Related PR search before opening found existing secrets work such as
#1550, #8256, #8614, #8634, and #8647; none of those add the full
user-secret definition/value/runtime gate covered here.

## What Changed

- Added user-secret definitions and per-user "My secrets" values,
keeping stored values out of access metadata.
- Added `user_secret_ref` environment bindings and UI affordances to
pick them alongside existing secret refs.
- Added responsible-user runtime resolution so user-secret refs resolve
against the human responsible for the run.
- Added pre-dispatch missing-secret gates so runs fail before adapter
dispatch when required user values are absent or definitions are
inactive.
- Added low-trust allowlist hardening for user-secret runtime access.
- Added issue, routine, run, and agent API key responsible-user
attribution and fail-closed dispatch behavior when attribution cannot be
resolved.
- Added denial-copy mapping so responsible-user authorization failures
surface as actionable run outcomes instead of opaque setup failures.
- Added OpenAPI documentation for the user-secret routes.
- Rebases cleanly on current `master`; migrations were renumbered
incrementally as `0128_user_specific_secrets`,
`0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant` after upstream `0126`/`0127`
migrations.
- Removed previously committed local design screenshots so the PR
contains code/docs/tests only.

## Verification

- PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on
`paperclipai/paperclip:master`.
- PASS: `git diff --check`
- PASS: `git diff --name-only public/master...HEAD | rg
'^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true`
produced no files.
- PASS: migration journal audit confirmed unique indexes through `130`
with tail entries `0126_issue_comment_derived_attribution`,
`0127_environment_custom_images_instance_scoped`,
`0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant`.
- PASS: `pnpm --filter @paperclipai/ui typecheck`
- PASS: `pnpm --filter @paperclipai/server typecheck`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-active-run-output-watchdog.test.ts
src/__tests__/heartbeat-stale-queue-invalidation.test.ts
src/__tests__/heartbeat-workspace-finalize-branch.test.ts
src/__tests__/issue-monitor-scheduler.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-comment-wake-batching.test.ts
src/__tests__/heartbeat-retry-scheduling.test.ts
src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
src/__tests__/heartbeat-plugin-environment.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/low-trust-red-team-routes.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/secrets-service.test.ts` (55 tests)
- PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts` (89 tests after final
Greptile cleanup fixes)
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests
after the final rebase CI fix)
- PASS: focused server Vitest batches covering heartbeat recovery,
project env, plugin env, routines, low-trust, pipelines, monitors,
watchdog, and stale queue paths.
- PASS: GitHub checks are green on
`2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck +
Release Registry, Build, General tests, serialized server suites, e2e,
Canary Dry Run, verify, security checks, and Greptile Review.
- PASS: Greptile Review completed successfully on
`2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5,
and GraphQL review-thread audit returned zero unresolved non-outdated
threads.

## Risks

- Runtime behavior now depends on a run having a correct responsible
user; missing or incorrect responsibility assignment can block runs
before adapter dispatch.
- `user_secret_ref` bindings intentionally expose metadata without
values, but UI/API callers may need to handle the new binding kind
explicitly.
- External secret providers and IAM policies are not automatically
provisioned by this PR; operators still need to configure provider-side
access for non-local vaults.
- The PR is broad across db/shared/server/UI/runtime paths, so release
validation should include both API and UI secret workflows before merge.
- The migration renumbering is intentionally incremental after upstream
migrations; the branch migrations use guarded
column/table/index/constraint creation so users who tested the older
draft numbering should not hit duplicate DDL for the existing objects.

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

## Model Used

OpenAI Codex, GPT-5-based coding agent (`gpt-5`), Codex local adapter
with shell/tool use and code execution. Context window and internal
reasoning mode are not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-05 05:58:20 -05:00
Nicky LeachandPaperclip 2c4c110e90 Fix issue create response relation summaries (#8901)
Return blockedBy and blocks relation summaries from issue create paths after blocker relations are synced. Refresh child relation summaries after blockParentUntilDone adds a parent blocker relation.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-07-02 15:49:18 -07:00
Dotta 2f94a66ba1 Show live descendant status in inbox rows (#8876)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The inbox is where operators quickly scan which issues are active,
blocked, or waiting for attention
> - A blocked parent can still have active descendant work, but the
inbox previously depended on only loaded rows to infer that state
> - That made collapsed or partially loaded issue trees look more stuck
than they really were
> - This pull request carries live descendant summary data through the
issue list API and inbox UI
> - The benefit is a more accurate blocked-inbox signal, so operators
can distinguish truly stalled work from blocked parents that still have
live child activity

## Linked Issues or Issue Description

No public GitHub issue was found for this exact inbox descendant-status
polish.

Feature request fields:

**Subsystem affected**
Cross-cutting: `server/`, `packages/shared`, plugin/MCP API surfaces,
and `ui/` inbox rendering.

**Problem or motivation**
Inbox rows need to show when blocked or collapsed parents still have
live descendant work, even when the live child row is not loaded in the
current client tree. Without a server-provided descendant summary, a
parent can look stalled even though active work continues below it.

**Proposed solution**
Expose an optional live descendant count on issue list results, request
it from inbox views, and use it to render covered blocked status and
live-below indicators. Keep the field opt-in so other issue list callers
keep their existing payload shape and query cost.

**Alternatives considered**
Relying only on client-loaded subtree state was ruled out because it
misses collapsed or unloaded descendants. Always returning the count was
also avoided because most list callers do not need this extra summary.

**Roadmap alignment**
This is scoped operator-visibility polish for the existing inbox. It
does not duplicate a named `ROADMAP.md` milestone.

**Additional context**
The recursive summary query is guarded against parent cycles, and the UI
still falls back to loaded subtree live counts when server summary data
is absent or stale.

## What Changed

- Added optional `includeLiveDescendantSummary` support to issue list
contracts, SDK surfaces, MCP tools, routes, services, and tests.
- Added `liveDescendantCount` to issue list results when requested.
- Updated inbox and blocked-inbox queries to request live descendant
summaries.
- Updated inbox row status rendering so blocked parents with live
descendants show covered blocker treatment without duplicating the
live-below chip.
- Hardened live descendant summary traversal against parent cycles and
preserved the loaded-subtree fallback path for blocked inbox rows.
- Added focused tests for the API parameter, service behavior, helper
logic, cycle handling, and inbox UI query/rendering behavior.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-list-assignee-filter-routes.test.ts
ui/src/lib/inbox-live-descendants.test.ts
ui/src/components/IssueColumns.test.tsx
ui/src/components/BlockedInboxView.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- Rebased cleanly onto current upstream `master` before pushing.
- Confirmed the branch diff does not include `pnpm-lock.yaml` or
`.github/workflows/*` changes.

## Risks

Low to moderate risk. The new descendant count is opt-in on list
requests, but it adds query work when the inbox asks for it. The
recursive traversal now tracks visited ancestors to avoid cycle
failures. The UI uses the server count as a supplement to existing
loaded-tree state, so stale or absent counts fall back to the prior
behavior.

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

## Model Used

OpenAI Codex, GPT-5 coding agent, tool-enabled with local shell and git
access. Reasoning mode and context window are managed by the
Paperclip/Codex 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
2026-07-02 10:22:33 -05:00
scotttongandClaude Opus 4.8 fb2b760915 fix(issues): attribute agent-authored comments instead of rendering them as "Board" (#8833)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task/issue threads render each comment as a chat bubble; the author
determines whether it shows as a left-aligned agent bubble (name + icon)
or a right-aligned "Board" bubble
> - Comments posted by an agent from a local execution environment are
written with a non-human author id (`local-board`/system), so they were
mis-rendered as blue "Board" bubbles instead of being attributed to the
authoring agent
> - This misattribution is confusing (it looks like the human board said
something an agent actually said) and it can drive false
wake/reconciliation behavior on the affected threads
> - This pull request adds server-side attribution derivation (lossless
run-id join first, then an explicit run-log post marker), persists the
derived agent so the read path stops re-scanning run logs, and stops the
client from labeling agent-derived comments "Board"
> - The benefit is agent comments render as the correct agent, genuine
human board comments are never reattributed, and reads get cheaper after
a one-time persistence

## Linked Issues or Issue Description

<!-- No public GitHub issue — describing the problem in-PR (bug report
shape). -->

**What happened?**

In a task/issue comment thread, comments authored by an agent from a
local execution environment are stored with a non-human author id
(`local-board`/system). The UI renders these as right-aligned blue
"Board" bubbles, implying a human board member authored them. The
mislabeling is also a wake/reconciliation hazard: an agent comment that
reads as "Board" can look like human board input.

**Expected behavior**

Such comments should render as the authoring agent (left-aligned bubble
with agent name + icon). Genuine human/board comments must continue to
render as "Board" and must never be reattributed to an agent.

**Steps to reproduce**

1. Have an agent post a comment on an issue from a local execution
environment (author id `local-board`).
2. Open the issue comment thread in the UI.
3. Observe the agent's comment rendered as a right-aligned blue "Board"
bubble instead of the authoring agent.

**Root cause**

The read path did not resolve the authoring agent for these comments,
and the client fell back to a "Board" label for the `local-board`
author.

## What Changed

- **Server derivation (`server/src/services/issues.ts`):**
- Resolve the authoring agent from the comment's run id first
(`createdByRunId`/`derivedCreatedByRunId` → `heartbeatRuns.agentId`) —
lossless when present.
- Second tier `run_log_comment_post`: read the run log lazily (only for
still-unresolved comments) to match the explicit `comment id:` post
marker.
- **Guard:** never reattribute a comment whose author maps to a genuine
user profile. Only the non-human sentinel (`local-board`, which is
itself a `user` row) and authors absent from the `user` table are
eligible.
- Pure timing-overlap tiers are intentionally **not** used (Option A) —
an agent comment and a human board comment posted during the same run
are indistinguishable rows, so any timing guess risks mislabeling a real
human comment.
- **Persistence
(`packages/db/src/migrations/0126_issue_comment_derived_attribution.sql`,
`packages/db/src/schema/issue_comments.ts`):** add stored `derived_*`
attribution columns and write the resolved agent back with a single bulk
`UPDATE ... FROM (VALUES ...)`, so reads stop recomputing from run logs.
Migration is additive (new nullable columns) with a batched, idempotent
backfill of the lossless run-id tier over historical rows.
- **Types (`packages/shared/src/types/issue.ts`):** expose the persisted
attribution fields and the `IssueCommentDerivedAuthorSource` union.
- **Client (`ui/src/lib/issue-chat-messages.test.ts`):** the message
builder already prefers a resolved agent id (`authorAgentId ??
runAgentId ?? derivedAuthorAgentId`), so once the server persists the
derived agent the bubble renders as the agent automatically — no client
code change needed. Adds a regression guard confirming a genuine board
comment with no derived agent is still rendered as "Board".
- **Tests:** derivation + message-building tests, including assertions
that genuine board/user comments are **not** reattributed.

## Verification

- `cd server && npx vitest run issues-service` — 94 tests pass: run-id
resolution, no-attribution on timing overlap alone (Option A), multi-run
ambiguity, same-agent multi-run, and the genuine-user guard. Exercises
the real persistence path (bulk UPDATE) against the test DB.
- `cd ui && npx vitest run issue-chat-messages` — 27 tests pass; client
no longer labels agent-derived comments "Board", and a genuine board
comment with no derived agent is not re-labeled.
- `cd server && npm run typecheck` — passes (exit 0).
- Manual: on a thread containing old agent-authored comments, the blue
"Board" bubbles render as the authoring agent; a genuine board comment
on the same thread still renders as "Board".

## Risks

- **Mis-reattributing a genuine board comment made during an agent run**
→ mitigated by the human-profile guard (only `local-board`/system
authors are eligible) and by dropping pure timing tiers (Option A): only
the lossless run-id join and the explicit run-log post marker attribute
history.
- **Backfill volume / run-log reads** → the migration backfill is
batched (5000 rows/loop) and results are persisted so reads stop
recomputing; the read-path persistence is a single bulk UPDATE rather
than per-comment round-trips. Migration adds only nullable columns (no
destructive change).
- The persistence/backfill has **not** been run against any production
database as part of opening this PR.

## Model Used

Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, via Claude Code
with 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 — related open
PRs (#6006 narrow attribution run scan, #4729 attribution roll-up, #7014
reaped-run attribution) address different attribution paths; none fix
the `local-board` "Board" bubble rendering this PR targets. Supersedes
#8832 (same change; branch renamed to drop an internal ticket id per
CONTRIBUTING → Branch Naming)
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-01 17:45:30 -07:00
DottaandPaperclip 746e287e33 feat(control-plane): add annotation and workspace controls (#8229)
## Thinking Path

> - Paperclip is the open source app people use to manage AI-agent
companies.
> - The control plane coordinates issues, workspaces, documents,
routines, and board review flows across company-scoped data.
> - The local source branch contained related schema, service, and UI
changes for workspace issue scoping and document/routine annotations.
> - These changes need to move together because db schema, shared types,
server services, and UI consumers form one contract.
> - This pull request extracts the migration-bearing control-plane work
from the source branch onto `origin/master`.
> - The benefit is a standalone branch with deterministic migration
order and focused review for the highest-risk part of the split.

## Linked Issues or Issue Description

No GitHub issue exists for this branch split. Internal source task:
[PAP-11234](/PAP/issues/PAP-11234).

Problem/motivation:
- Workspace operations need explicit issue scoping so readiness and
blocker handling can be derived correctly.
- Document annotations need reliable live updates, save failure
surfacing, normalized activity keys, and better comment panel behavior.
- Routine descriptions need the same annotation contract as issue
documents so operators can discuss and edit routine text without
special-case infrastructure.

Proposed solution:
- Add the workspace-operation `issueId` migration and readiness scoping.
- Add routine document/annotation schema, shared types, services,
routes, and UI editing support.
- Keep the related migrations in one PR so the renumbered `0106` and
`0107` migrations land in a deterministic order after current `master`.

Alternatives considered:
- Split migrations into separate PRs, rejected because that would create
migration-numbering conflicts and make each branch less standalone.
- Merge this with UI polish, rejected because this branch needs deeper
server/db review.

Roadmap alignment:
- Checked `ROADMAP.md`; the roadmap mentions future recurring routine
capabilities generally, but no duplicate implementation PR for these
annotation/workspace changes was found.

## What Changed

- Added `0106_workspace_operations_issue_id.sql` and
`0107_routine_description_annotations.sql`, plus schema exports.
- Scoped workspace readiness to blocker issues and attached workspace
operation issue ids.
- Scoped issue-thread interaction accept finalization to the source run.
- Added routine document annotation contracts across
db/shared/server/UI.
- Improved document annotation live updates, activity-key normalization,
save failure surfacing, and comment panel behavior.
- Added issue workspace property controls and compact
blocked-by/quick-control UI updates.
- Added focused server and UI regression tests for the new contracts.

## Verification

- `CI=true NODE_ENV=development pnpm install --frozen-lockfile
--prefer-offline`
- `NODE_ENV=test pnpm exec vitest
server/src/__tests__/document-annotation-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/routine-document-annotation-routes.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/workspace-runtime.test.ts
ui/src/components/IssueDocumentAnnotations.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/WorkspaceRuntimeControls.test.tsx
ui/src/context/LiveUpdatesProvider.test.ts --run` — 10 files, 273 tests
passed.
- `NODE_ENV=test pnpm -r --filter @paperclipai/db --filter
@paperclipai/shared --filter @paperclipai/server --filter
@paperclipai/ui typecheck` — passed, including db migration numbering
check.

## Risks

- Migration-bearing PR; merge this branch before any later PR that adds
migrations with higher numbers.
- Cross-layer contract risk across db/shared/server/ui, mitigated with
targeted tests and affected-package typecheck.
- Review should pay special attention to company scoping in new
routine/document annotation paths.

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

## Model Used

OpenAI GPT-5 Codex via Paperclip `codex_local` / CodexCoder, GPT-5-class
coding model with tool use and shell execution. Exact runtime snapshot
and context-window setting were not exposed by the Paperclip run
context.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details available from the run context)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots (N/A per source task: do not add screenshots/images unless
specifically part of the work)
- [x] I have updated relevant documentation to reflect my changes (N/A;
no public docs changed)
- [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>
2026-06-23 12:00:03 -05:00
DottaandPaperclip e68188c438 fix: upstream deployed document-comment, routine-annotation, workspace & board-polling fixes (#8536)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - This change touches several already-shipped subsystems —
document-comment annotations, the selected-agent Conference Room chat
surface, routine description annotations, workspace-operation tracking,
and the board polling/inbox UI
> - A batch of incremental fixes and two small backend additions had
accumulated on a local mainline and were deployed to a live instance,
but never landed upstream — so each `origin/master` sync kept
re-diverging
> - Leaving them un-upstreamed means the same delta has to be re-merged
on every sync and risks being lost or silently reverted
> - This pull request rebases that delta cleanly on top of current
`origin/master` (preserving recent upstream work such as reusable
sandbox leases and the relation-list collapse controls) and brings it up
for review
> - The benefit is that mainline and the deployed instance converge, and
these fixes/additions get normal review + CI + Greptile coverage

## Linked Issues or Issue Description

No single GitHub issue tracks this; it is a bundle of bug fixes and two
small feature additions. Following the issue-template fields:

**Bug fixes (what was wrong → what this does):**
- Document comments rendered out of document order, didn't live-update
across clients, swallowed save failures, and lost the markdown text
selection on re-render. Now: doc-order sort, live updates, surfaced
save-failure state, stable selection across re-renders.
- The board polling hot path returned oversized payloads on every poll.
Now: an opt-in `summary` projection trims the heartbeat-run list
payload.
- Assorted UI fixes: sidebar nav peek/streamlining edge cases, markdown
file-viewer re-mount/line-height issues on iOS Safari, inbox badge/skill
deep-link tab selection, and `⌘.` work-mode cycling on iOS.

**Feature additions:**
- `workspace_operations.issue_id` — associate a workspace operation with
the issue that triggered it (new migration `0106`, schema, service,
shared type).
- Routine **description annotations** — comment threads on a routine's
description document, mirroring issue document annotations (new
migration `0107`, `routine_documents` schema, routes/service,
editable-sections UI).
- Selected-agent **Conference Room chat** surface wiring and live
issue-thread updates.

**Related PR:** #8229 (`feat(control-plane): add annotation and
workspace controls`, draft) covers overlapping
annotation/workspace-control territory — flagging it so a reviewer can
reconcile the two rather than double-merging.

## What Changed

- `feat(workspace)`: `workspace_operations.issue_id` migration +
schema/service/type; issue workspace property controls reconciled with
upstream's evolved "Service" row.
- `feat(routines)`: routine description annotations —
`routine_documents` schema, migration `0107`, routes/service,
`editable-sections` UI.
- `fix(document-comments)`: doc-order sort, live updates, save-failure
surfacing, stable markdown selection (+ storybook story, rerender test).
- `feat(chat)`: selected-agent Conference Room chat surface and live
issue-thread updates (`LiveUpdatesProvider`, `issue-chat-messages`,
interactions service).
- `perf(board)`: opt-in `summary` projection for the board
polling/heartbeat-run list payload, plus assorted sidebar / file-viewer
/ inbox / IssueProperties UI fixes.

Organized into 5 logical commits. Migrations are numbered incrementally
after upstream's latest (`0105`) — `0106` then `0107`, no journal
collision.

## Verification

- Built by 3-way merging the deployed delta onto current
`origin/master`; the only merge conflict (`IssueProperties.test.tsx`,
two adjacent test blocks) was resolved in favor of upstream's evolved
"green service link above the workspace row" layout, which matches the
merged component's rendered output.
- Confirmed recent upstream work is preserved post-merge: reusable
sandbox lease teardown (`#8513`), the IssueProperties relation-list
collapse controls, and the sidebar streamlined-nav default.
- Confirmed the net diff vs `origin/master` is exactly the intended
feature delta (65 files) and that overlapping server files (`issues.ts`,
`agents.ts`, `heartbeat.ts`) only add feature code without disturbing
upstream logic.
- This delta is already running on a live deployed instance.
- Full typecheck/test suite + Greptile to run in CI (see checklist).

## Risks

- Two new migrations (`0106`, `0107`). Both are additive (new table /
new nullable column) and ordered after upstream's `0105`; no data
backfill, low risk. If another migration-bearing PR merges first,
renumber before merge.
- Largest blast radius is in the merged overlapping UI/service files;
covered by the existing test suites for those files plus CI.
- Overlaps thematically with draft PR #8229 — reviewers should reconcile
rather than merge both blindly.

## Model Used

Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use
(git, shell). Agentic coding workflow.

## 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)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-23 09:00:14 -05:00