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 DottaandPaperclip
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ab2bdfeebb |
feat(routines): activity-gated advanced run policy (editor + run rows) (#10225)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Scheduled routines provide recurring control-plane work without manual intervention. > - The activity gate (`activity_gate_policy` / `activity_gate_scope`) lets a scheduled routine skip a tick when nothing has happened since its last run, so watcher-style routines stay asleep while the system is settled instead of burning tokens every tick. > - The scheduler, database columns, and the create/update API for those fields already landed (see #9438), but there was no way for an operator to actually set the policy from the routine editor, and the runs list rendered gated skips as bare "skipped" rows with no "why". > - This pull request adds the editor control and the run-row labels: the Delivery section gets an "Advanced run policy" picker plus a scope selector, and skipped runs explain why they were skipped. > - The benefit is that the activity gate becomes discoverable and usable end-to-end from the UI, closing the loop on the feature the API already supports. ## Linked Issues or Issue Description - Refs #8534 — activity gate for scheduled routines. - Builds on #9438 (merged) which exposed the activity-gate create/update API and the `Routine` response fields this UI reads and writes. This PR is the editor/UI companion to that API work. ## What Changed - **Routine editor — Advanced run policy control** (`ui/src/components/routine-sections/editable-sections.tsx`): the Delivery section gains a `RadioCardGroup` to choose between *Run on every scheduled tick* (default) and *Skip when there's been no activity since the last run*. When gating is enabled, a second scope picker (*Company-wide* / *This project*) appears. The control is **disabled with an explanatory hint** — rather than hidden — when the routine has no schedule trigger, since the gate only affects scheduled ticks (webhook/manual/API fires are themselves activity and always run). This keeps the capability discoverable. - **Edit-draft plumbing** (`ui/src/components/routine-sections/context.tsx`, `ui/src/pages/RoutineDetail.tsx`): `activityGatePolicy` / `activityGateScope` flow through the edit draft, the delivery section's dirty-field detection, the save payload, and revision restore, matching how `concurrencyPolicy` / `catchUpPolicy` are handled. - **Run-history skip reasons** (`ui/src/lib/routine-run-display.ts`): skipped run rows now render a human-readable "why" — `no_external_activity` → "Skipped — no activity since last run", plus labels for `paused` and `worktree_execution_cutoff` — instead of a bare status. - Storybook fixture updates for the new routine fields, plus focused run-display coverage for the skipped-run labels. ## Verification - `pnpm exec vitest run ui/src/lib/routine-run-display.test.ts` — 11 tests passing. - `pnpm --filter @paperclipai/ui typecheck` — clean. - `pnpm check:token-gates` — all token gates clean. - `pnpm --filter @paperclipai/ui build` — production build succeeds. - Current-head GitHub CI for `9f9af8ecccfadcdc4a3afab313aafad81cbd1112` — all checks pass (Storybook visual check skipped by workflow policy). ## Risks - **Low risk.** UI-only change; no schema/migration and no server changes (the API and columns already shipped in #9438). Fields are optional and default to the pre-feature behavior (`always` / `company`), so existing routines are unaffected. The scope picker only renders when gating is turned on, and the whole control is inert without a schedule trigger. ## Model Used - Claude Opus 4.8 (`claude-opus-4-8`, 1M context), extended thinking, with tool use (repo edit + shell verification). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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8368fb30b0 |
fix(routines): coalesce sub-hourly catch-up runs (#9649)
## Thinking Path > - Paperclip is the open source control plane people use to run AI-agent companies. > - Scheduled routines support catch-up policies when the server resumes after missed cron ticks. > - The existing capped replay policy dispatched once per missed tick, which can flood the board after downtime for frequent schedules. > - Sub-hourly routines usually need one prompt catch-up execution rather than historical per-tick replay, while hourly-or-slower schedules may rely on the existing behavior. > - This pull request coalesces missed sub-hourly ticks into one execution and keeps the slower-schedule behavior unchanged. > - The benefit is bounded recovery work without changing the semantics of lower-frequency scheduled routines. ## Linked Issues or Issue Description ### What happened? When a scheduled routine using `enqueue_missed_with_cap` resumes after several missed sub-hourly cron ticks, Paperclip dispatches one catch-up execution for every missed tick. Those executions arrive in a same-second burst and can flood the board with duplicate-looking work. ### Expected behavior Sub-hourly schedules should advance past all missed ticks but dispatch exactly one catch-up execution. Hourly-or-slower schedules should retain capped per-tick replay. ### Steps to reproduce 1. Build Paperclip from `master` and create a routine with a sub-hourly cron schedule and `catchUpPolicy: enqueue_missed_with_cap`. 2. Set its persisted `nextRunAt` far enough in the past to cover several scheduled occurrences. 3. Run routine catch-up processing. 4. Observe multiple catch-up dispatches instead of one coalesced execution. ### Paperclip version or commit Reproduced on `master` before this PR. ### Deployment mode Built from source in local development with embedded PGlite. ## What Changed - Classify sub-hourly cadence from timezone-aware scheduled occurrences, avoiding daily multi-minute false positives while supporting schedules restricted to active days. - Coalesce all missed sub-hourly ticks into one catch-up dispatch while advancing `nextRunAt` to the next future occurrence. - Preserve capped per-tick replay for hourly-or-slower schedules. - Clarify the catch-up policy labels in both routine editing surfaces. - Add regression coverage for both the coalesced and preserved behaviors. ## Verification - `pnpm exec vitest run server/src/__tests__/routines-service.test.ts --testNamePattern='coalesces multiple missed sub-hourly ticks|continues replaying each missed hourly tick|continues replaying missed ticks for daily schedules with multiple minute values|coalesces sub-hourly schedules restricted to weekdays'` — 4 passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check origin/master...HEAD` — clean. ## Risks - Low-to-moderate behavioral risk: sub-hourly routines using `enqueue_missed_with_cap` now intentionally receive one recovery execution instead of one per missed tick. - Hourly-or-slower schedules retain their previous capped replay behavior, limiting the compatibility surface. - No schema, migration, workflow, or lockfile 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 Codex CLI with GPT-5.5, medium reasoning, code execution and repository tool use; 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 (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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c07e650cd7 |
feat(ui): single-source design tokens, visual regression suite, and theme retune (#9134)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its UI is the operator's daily surface: task lists, boards, budgets, agent status — all built on shadcn components and Tailwind > - Visual values (colors, spacing, type sizes, radii) were hardcoded at ~1,600 call sites: the same "small gray label" was 9/10/11px depending on the file, charts disagreed with chips about status colors, two toggle-switch implementations coexisted in two greens, and there was no visual regression coverage > - This made the UI drift-prone and made any restyle a hundreds-of-files project, which discourages design iteration > - This pull request extracts visual values into a single token layer in `ui/src/index.css`, adds a Storybook visual regression suite backed by external immutable baseline archives, and then applies a deliberate retune reviewed change-by-change on screenshot diffs > - The benefit is that Paperclip's look becomes a config surface: retheming is a token edit reviewed as a snapshot diff, drift is blocked by a token gate, and future UI PRs can prove exactly what changed visually without committing hundreds of PNGs ## Linked Issues or Issue Description No existing public issue covers this work (searched "design tokens", "visual regression", "design system" across issues and PRs). Related in spirit: Refs #8982 (theming a hardcoded panel — a one-off instance of the same problem class this PR addresses systematically). **Problem (feature-request form):** UI visual values are hardcoded per call site with no source of truth and no regression coverage; consistency depends on reviewer memory, and restyling requires mass file edits. **Proposed solution (this PR):** a single token layer + enforcement gate + externally stored visual snapshot suite, then an intentional restyle on top of that foundation. ## What Changed - **Token extraction (zero visual change, machine-verified during development):** committed codemods (`scripts/codemod-*.mjs`) moved ~1,600 hardcoded color/type/spacing/radius/shadow/misc values into named tokens in a non-inline `:root` block of `ui/src/index.css`. - **Visual regression suite:** `pnpm test:storybook-visual` covers 255 stories × light/dark = 510 Playwright screenshots at `maxDiffPixels: 0`, plus new primitive-coverage stories and deterministic-render fixes. - **External visual baselines:** committed PNG snapshots were removed. `tests/storybook-visual/baseline-manifest.json` pins an immutable archive URL/hash/size/count, and `scripts/storybook-visual-baseline.mjs` handles `download`, `verify`, `pack`, and trusted maintainer `upload` flows. - **Opt-in visual CI artifacts:** added a `Storybook Visual` workflow that runs on manual dispatch or PRs labeled `storybook-visual`, downloads/verifies the baseline, runs Playwright, and uploads Playwright report/test-result artifacts for review. Normal PR runs do not mutate baseline objects. - **Token gate:** `pnpm check:token-gates` — zero hex literals, zero arbitrary bracket values, zero raw font-sizes in `ui/src/components/**` and `ui/src/pages/**`, with a documented inline allowlist for legitimate opt-outs. - **Theme retune (intentional, snapshot-reviewed):** new base theme values; radius ladder derived from a single `--radius` knob; micro-type cluster collapsed to a named ladder (`--text-nano/micro/compact` + Tailwind `text-xs`/`text-sm`); letter-spacing collapsed to named steps. - **One status-color vocabulary:** charts, quota/budget bar fills, RUNNING/live chips, and liveness indicators all use the canonical `--status-*` hues. Light-mode legibility fixes for red alert surfaces that used dark-tuned text classes. - **One switch:** `ToggleSwitch` restyled to the registry capsule form, second hand-rolled implementation removed, and all call sites unified. - **Docs:** `DESIGN.md` is the design contract; `doc/design/` holds audit reports, decision logs, and updated guidance for external baseline review/update workflows. - Dead code removed (`agentStatusBadge` duplicate map), byte-identical contrast constants consolidated, semantic renames (`--project-seed`/`--project-none`, `--liveness-blue`). ## Verification - `pnpm check:token-gates` — 3/3 gates CLEAN during the design-system run - `pnpm typecheck` && `pnpm --filter @paperclipai/ui build` — green during the design-system run - `node --test scripts/__tests__/storybook-visual-baseline.test.mjs` — pass after external-baseline rework - `pnpm exec tsc --noEmit --pretty false --module NodeNext --moduleResolution NodeNext --target ES2022 --types node,@playwright/test tests/storybook-visual/playwright.config.ts tests/storybook-visual/storybook-visual.spec.ts` — pass after external-baseline rework - `git diff --check origin/pr/9134..HEAD` — pass after external-baseline rework - `find tests/storybook-visual -type f -name '*.png' -print | wc -l` — `0` - `node scripts/storybook-visual-baseline.mjs verify` — intentionally fails closed until the first trusted maintainer publishes the baseline archive and updates `baseline-manifest.json` ## Risks - **Large but shallow:** the PR still touches many UI files due to mechanical token extraction and retune work, but committed PNG snapshot churn has been removed from the branch. - **Baseline publication required before the visual suite can pass in clean clones:** the manifest currently has placeholder archive metadata. A trusted maintainer must publish the first immutable archive, then update `baseline-manifest.json`. - **Rendering platform variance:** the external baseline should be captured in the documented Linux/Chromium environment. Future CI runs verify against the pinned archive and fail closed on checksum/count mismatch. - **Visual CI is opt-in while stabilizing:** add the `storybook-visual` label or dispatch the workflow manually to produce downloadable Playwright report/test-result artifacts. - **Scheduled follow-ups, deliberately out of scope:** Tailwind palette classes map to semantic tokens in a dedicated pass; card/pill component consolidation; ESLint ratchet. Tracked in `doc/design/DECISION-SHEET.md`. ## Model Used Claude Fable 5 (Anthropic, `claude-fable-5`, Mythos-class tier) with extended thinking, running in Claude Code with tool use; mechanical phases delegated to Claude Sonnet subagents. Follow-up external-baseline rework assisted by OpenAI Codex (`gpt-5` coding agent with repository, terminal, and GitHub tool use). All bulk rewrites executed via deterministic, idempotent scripts committed in `scripts/`; intentional visual changes were human-reviewed on screenshot contact sheets. ## 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 targeted local verification and documented the intentional baseline-publication failure above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green *(pending new CI run after this rework)* - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups *(pending review)* - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) and OpenAI Codex --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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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> |
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b5c914126e |
Redesign environment variables editor (#8930)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work. > - Environment variables and secrets sit in the configuration surfaces that let agents, projects, routines, and company environments run with the right runtime inputs. > - The previous editor was a single legacy component with cramped row behavior, weak secret conversion affordances, and duplicated handling across several call sites. > - Operators need a clearer editor that handles text values, secret references, draft rows, and sensitive-value warnings consistently wherever environment variables are configured. > - This pull request replaces the legacy editor with a reusable environment variables editor and migrates the existing configuration surfaces to it. > - The benefit is a more reliable editing workflow with targeted test coverage around row state, dotenv parsing, secret selection, and affected page integrations. ## Linked Issues or Issue Description No public GitHub issue exists, so this PR describes the issue inline following the feature request template. ### Subsystem affected ui/ — React + Vite board UI ### Problem or motivation Environment variables are edited in several Paperclip configuration surfaces, including agent config, project properties, stage secrets, routine sections, company environments, and company settings. The legacy editor made common operator work difficult: rows could feel cramped, secret conversion was inconsistent, draft rows and imported dotenv data were easy to mishandle, and sensitive-value warnings did not have a consistent place in the workflow. ### Proposed solution Introduce a reusable environment variables editor component that consistently supports text values, secret references, draft rows, dotenv import parsing, sensitive-value hints, secret picking, secret creation, and conversion to stored secrets. Migrate the existing environment-variable call sites to the shared editor so behavior and tests live in one component family. ### Alternatives considered Keeping the existing `EnvVarEditor` and patching individual call sites would preserve duplication and leave each surface responsible for its own row and secret handling. This PR instead centralizes the behavior so future fixes cover all migrated surfaces. ### Roadmap alignment Checked `ROADMAP.md`; this does not duplicate a named roadmap item. It supports the existing local-first and deployment-oriented product direction by improving the UI where operators configure runtime environment values. ### Additional context The PR includes targeted tests for the editor model, dotenv parsing, sensitive-value detection, component behavior, affected page integrations, and Greptile review regressions around external saves and bulk import immutability. ## What Changed - Replaced the legacy `EnvVarEditor` with a reusable `environment-variables-editor` component family. - Added editor model helpers for draft rows, dotenv parsing, sensitive-value detection, secret picking, secret creation, and conversion to secret references. - Migrated agent config, project properties, stage secrets, routine editable sections, company environments, company settings, design guide examples, and Storybook stories to the new editor. - Added targeted tests for the editor model, parsing, sensitive-value detection, component behavior, and affected company environment/settings integrations. - Fixed the company settings test harness to use the repo’s `flushSync`-based React test helper pattern under the current React build. - Addressed Greptile feedback by flushing pending editor drafts before enclosing form submits or external save-button clicks, cloning bulk-import rows before mutation, and deferring the overflow store-as-secret popover open path. ## Verification - `pnpm exec vitest run ui/src/components/environment-variables-editor/EnvironmentVariablesEditor.test.tsx ui/src/pages/CompanyEnvironments.test.tsx ui/src/components/AgentConfigForm.render.test.tsx` — passed, 3 files / 40 tests. - Earlier focused Vitest coverage for model, dotenv parsing, sensitive detection, company environments, and company settings passed, 6 files / 78 tests. - `pnpm --filter @paperclipai/ui typecheck` — passed. - GitHub PR checks on head `0aa49c6f8afed1f62d9e26da07fc466fbf299850` — passed; CI checks green, security review neutral, Greptile check success. - Greptile review — 5/5 confidence on head `0aa49c6f8afed1f62d9e26da07fc466fbf299850`; 0 unresolved review threads. ## Risks - Medium UI risk: several environment-variable entry surfaces now share the new editor, so regressions could affect multiple configuration workflows at once. - Secret conversion, draft-row behavior, external save flushing, and bulk import behavior are covered by targeted tests, but reviewer attention should still focus on manual editing flows, focus retention, and save/cancel affordances. - No database or API contract 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 Codex, GPT-5-based coding agent with tool use and local command execution; medium reasoning mode. Exact context-window metadata is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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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> |
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DottaandPaperclip
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aeea5f9195 |
fix(ui): stabilize routine schedule editor and interrupted run labels (#8333)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work. > - This change touches the board UI surfaces for issue run timelines and routine schedule editing. > - Operators need cancelled runs to distinguish ordinary cancellation from human interruption, otherwise the run history reads as more severe than it is. > - Routine schedule editing also needs to preserve user-entered cron values while rendering common schedules in a stable, understandable editor. > - This pull request keeps the editor state tied to explicit schedule values, adds coverage for routine editable sections, and makes interrupted run copy more precise. > - The benefit is less surprising routine editing and clearer issue run history for operators. ## Linked Issues or Issue Description No public GitHub issue is filed for this exact branch. Related public PRs: - Refs #3581, which addresses a narrower schedule reset case. - Refs #1803, which is another open schedule editor UI improvement. Problem description: Routine trigger schedules can be edited through the board UI, but the previous schedule editor path could normalize or reset cron state in ways that made unsaved edits fragile. Issue run history also labeled operator-interrupted cancelled runs like ordinary cancellations. Reviewers should treat this PR as a combined UI stabilization pass for those two visible operator workflows. ## What Changed - Added a more stable routine schedule editor flow that preserves explicit cron values and handles custom/common schedule transitions. - Wired routine editable-section state so schedule drafts do not get overwritten by unrelated section refreshes. - Added tests for schedule editor behavior, routine editable sections, and routine service schedule preservation. - Updated issue run timeline copy so operator-interrupted cancelled runs display as interrupted, while ordinary cancelled runs remain cancelled. - Kept the classic issue thread run label behavior aligned with the current issue thread surface. ## Verification - `NODE_ENV=development pnpm run preflight:workspace-links && NODE_ENV=development pnpm exec vitest run server/src/__tests__/routines-service.test.ts ui/src/components/IssueChatThread.test.tsx ui/src/components/ScheduleEditor.test.tsx ui/src/components/routine-sections/editable-sections.test.tsx` — 103 tests passed. Note: direct `pnpm exec vitest ...` without `NODE_ENV=development` loaded a React build where `React.act` is undefined in this workspace. The same targeted tests pass under the development React build. ## Risks Low to medium risk. The changes are UI-focused but touch routine schedule editing, which is a high-frequency operator workflow. The main risk is that an uncommon cron expression could render as custom when a user expected a preset; the added tests cover preservation and explicit custom handling. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-class coding agent. Exact hosted runtime model ID and context window were not exposed in this session. Tool use and local command execution were used for inspection, verification, GitHub PR creation, and Paperclip issue updates. ## 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 - [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> |
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DottaandClaude Opus 4.8
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fae7e920a9 |
[codex] Polish routine layout follow-ups (#7858)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Routines are the recurring-work surface that lets a company keep operating without a human manually kicking off every task > - The base routine detail Variation C shell already landed in #7848, but the follow-up branch still had polish work for scheduling, section ergonomics, and the list layout > - Operators need routine edit screens to explain trigger behavior clearly, keep long detail pages usable on mobile/touch devices, and make grouped routine lists easier to scan > - This pull request rebases the remaining branch work onto current `master`, drops the duplicate commits already merged through #7848, and keeps only the new routine UI follow-ups > - The benefit is a cleaner routines workflow without reopening the already-merged shell work or carrying unrelated lockfile, workflow, or screenshot changes ## Linked Issues or Issue Description Refs #7848 Feature follow-up: polish the routines UI after the Variation C routine-detail shell landed. Problem / motivation: - Routine trigger configuration needs clearer previews for manual, schedule, API, and webhook execution modes. - Routine detail sections need better responsive spacing and touch ergonomics. - The routines list grouping should scan like grouped records instead of a table with heavy row dividers. - The routine tests need a React 19-compatible render helper so the focused routine suite can run in this workspace. Proposed solution: - Add cron-fire preview helpers and routine-run display helpers with focused tests. - Expand the routine editable and operate sections with richer trigger, variable, run, activity, and history presentation. - Adjust the routine detail shell and sub-sidebar spacing for mobile/touch layout. - Update grouped routine list presentation to use bordered group headers with borderless rows. - Switch affected routine tests to the repo's `flushSync` render-helper pattern. Alternatives considered: - Leaving the duplicate pre-#7848 commits in the branch would recreate conflicts and make the PR review much larger than the remaining change. - Keeping grouped routine rows inside one bordered table was simpler, but made the grouping hierarchy less legible. Roadmap alignment: - ROADMAP.md lists Scheduled Routines as a core shipped capability and Output/Enforced Outcomes as ongoing priorities. This is polish on that existing routines capability, not a new roadmap-level feature. ## What Changed - Added routine scheduling preview helpers and tests for cron/manual/API/webhook fire-policy display. - Added routine run display helpers and tests for deduped trigger labels and run-row subtitles. - Polished routine detail sections, including trigger summaries, operate views, and env/variable editing ergonomics. - Adjusted routine detail page and sub-sidebar spacing so the title/header area is less pinned and touch layouts center better. - Reworked the routines list grouped layout so group headers are bordered cards and routine rows are borderless inside each group. - Added Storybook coverage for the routines list grouped layout and updated the existing routine detail story. - Repaired routine tests to use `flushSync` helpers compatible with the installed React 19 runtime. ## Verification - `pnpm exec vitest run ui/src/lib/cron-fires.test.ts ui/src/lib/routine-run-display.test.ts ui/src/pages/Routines.test.tsx ui/src/components/RoutineSubSidebar.test.tsx ui/src/components/RoutineSaveBar.test.tsx` - Result: 5 test files passed, 37 tests passed. - Confirmed the rebased PR diff does not include `pnpm-lock.yaml`, `.github/workflows/*`, or committed screenshots. - Confirmed `origin/master` is an ancestor of the pushed branch head after rebase. ## Risks - Medium UI risk: this touches the routine detail and routine list surfaces, so visual regressions are possible in edge cases not covered by the focused tests. - Low data risk: no schema, migration, server API, or lockfile changes are included. - Review note: the branch intentionally force-pushed after rebasing because the original first three commits were already merged through #7848. > 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 runtime, with repository shell/tool access. Exact hosted runtime model identifier and context-window size were not exposed in the execution environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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> |
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DottaandPaperclip
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bf62e3fbf1 |
feat(ui): routine detail page — variation C sub-sidebar layout (PAP-10732) (#7848)
## Summary Rebuilds the routine detail page as **variation C** — a sub-sidebar shell that splits the page into **ROUTINE** (Overview · Triggers · Variables · Secrets · Delivery) and **OPERATE** (Runs · Activity · History), per the engineering spec on PAP-10730. Replaces the previous 5-tab `?tab=…` layout in `ui/src/pages/RoutineDetail.tsx`. Implements PAP-10732. Design source of truth: PAP-10730 `spec` document; approved direction PAP-10709. ## What changed - **Routing** (`ui/src/App.tsx`): real sub-routes under `routines/:routineId/:section`. Bare `/routines/:id` redirects to the last-viewed section (`localStorage`) or `overview`; old `?tab=…` URLs redirect to the matching section for back-compat. Every section URL is bookmarkable. - **Shell** (`RoutineDetail.tsx`): slim 56px sticky header (title + managed-by-plugin chip + Run / Active toggle), page-local sub-sidebar, full-canvas section body, per-section sticky save bar. All routine state/mutations stay in the shell and flow to sections via a `RoutineDetailContext`. - **New components**: `RoutineSubSidebar` (+ mobile `<Select>` picker, roving keyboard nav), `RoutineSaveBar` (scoped dirty count, ⌘/Ctrl+S save, Esc-discard confirm, 409 conflict recovery with Reload / Overwrite), `RadioCard` primitive (Delivery), `RoutineTriggerCard` (extracted from the inline editor, with human-readable cron), `RoutineActivityRow` (expandable JSON), `lib/cron-readable`, and the per-section components. - **Reuse**: History mounts the existing `RoutineHistoryTab`; Variables mounts `RoutineVariablesEditor` with a provenance banner; Secrets reuses `EnvVarEditor` + the one-time reveal banner. No backend or schema changes. - **States**: per-section loading/empty/error/save-conflict and read-only strip scaffolding (§1.6). ## Testing - New unit tests: sub-sidebar navigation/active/dirty markers, save-bar dirty + ⌘S + conflict recovery, cron helper. - Existing routine tests still pass: `Routines.test.tsx`, `RoutineHistoryTab.test.tsx`, `RoutineRunVariablesDialog.test.tsx`. - `vitest run` (routine scope): **36 passed**. Production `vite build`: **green**. - Screenshots at 1440×900 + 390×844 attached to [PAP-10732](https://example.invalid) (rendered via a new Storybook story with fixture data). ## Out of scope (per spec) - `/routines` list-page redo (follow-up). - Non-owner secret-value visibility (Open Q6 — CEO escalation; built with the spec default). --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |