Commit Graph
5558 Commits
Author SHA1 Message Date
DottaandPaperclip e48f1867b3 fix(evals): correlate canceled gateway requests with their ledger (#17354)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Product E2E evaluations use a budget ledger and a local model
gateway.
> - The gateway writes each request reservation before it calls a
provider.
> - A client can cancel before the gateway returns response headers.
> - Project-only logging context cannot then bind a late gateway log to
its reservation.
> - This change sends the reserved request identity in Braintrust log
metadata before dispatch.
> - Operators can use that identity to inspect late records without
guessing from time or session order.

## Linked Issues or Issue Description

Refs: #17009

**What happened?**

A hosted evaluation passed its product checks but retained two canceled
requests with no response headers. Later gateway logs had partial usage.
Their time and session matched, but they had no ledger request identity.

**Expected behavior**

A gateway log must carry the ledger request ID even when the client
receives no headers. A log match must not imply final billing.

**Steps to reproduce**

Run the gateway regression with a transport that receives a request and
then cancels before response headers. Before this change, both requests
have the same project-only parent header.

## What Changed

- Add a small Braintrust context encoder owned by the eval gateway
integration. It uses the existing SpanComponentsV4 project-log format
and an allowlist of request, campaign, execution, attempt and phase
metadata.
- Save the exact context in the private request receipt before dispatch.
Send it as the gateway parent header.
- Test both provider routes, repeated identical requests, cancellation
holds and direct-provider isolation.
- Document the lookup field and the limits of historical and partial
evidence.

## Verification

- The new cancellation regressions failed before the change: 2 failed,
37 passed.
- Gateway, operations and tracing checks: 82 passed.
- `pnpm test:e2e:runner:typecheck`: passed after rebuilding stale
generated plugin-SDK types from current master. The initial stale-type
failure remains recorded locally.
- Official Braintrust SDK 3.38.0 decoded the actual generated context.
Its `startSpan` implementation emitted the reserved identity in the
initial LLM log. The check captured logs in memory and forbade all
network calls.
- `git diff --check`: passed.
- Full repository CI passed on
`529446a9295f2dc6fa6499a2f976480d74626097`, including typecheck, tests,
build and both required gates. Greptile is 5/5 on that head; its sole
finding is fixed and resolved.
- The optional Paperclip review turn ended without a final response. Its
check remains queued and provides no review assessment. No passing
review is inferred from it.
- Live hosted acceptance of this header change remains unqualified; no
paid test was dispatched for this fix.

## Risks

- The encoder follows Braintrust's versioned span format. A future
vendor change can require an update. It adds no package dependency.
- A late log can have partial usage. Existing reservations remain held
until valid cost evidence resolves them.
- Historical project-only requests cannot gain the new identity
retroactively.
- Only synthetic eval identifiers enter the new metadata. Credentials,
prompts and responses are excluded. Direct provider routes keep their
current headers.

## Model Used

OpenAI Codex, GPT-6 family. The exact deployment ID and context-window
size are not exposed in this session. Used reasoning, repository tools
and code execution. No paid evaluation model calls were made for this
change.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 12:50:51 -07:00
Devin FoleyandPaperclip ef9e17304c perf: narrow runtime progress database reads (#17355)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Active runs publish workspace and provider progress.
> - Each update must check the current run status before it publishes.
> - This check fetched the full run, including prompts and runner
configuration.
> - This pull request reads only the four fields that progress
publication uses.
> - The benefit is less database transfer while each update still checks
durable state.

## Linked Issues or Issue Description

Related: #17348 narrows authorization reads. This PR applies a separate
projection to runtime progress. GitHub searches for runtime progress and
run-status read PRs found no duplicate.

**What existing behavior does this improve?**

The database read before a runtime progress update.

**Current behavior**

Each update calls `getRun`. This reads large run context and runner
configuration even though progress publication only uses the run ID,
company ID, agent ID, and status.

**Proposed behavior**

Use a fresh four-column read for each update. Keep the existing
active-status check, event fields, error propagation, and late-progress
suppression.

**Reason and benefit**

Transfer progress can emit many updates for one run. A small status
check avoids repeatedly transferring payloads that it does not use.

**Breaking changes**

None. No API response, schema, scheduling, or cancellation policy
changes.

## What Changed

- Add `getRunStatus` to the run-state owner. The full reader remains
available to consumers that need execution data.
- Wire the narrow reader into the lifecycle progress check. Remove the
unused context field from that check's input contract.
- Cover the exact selected fields, missing runs, database errors, large
stored payloads, terminal transitions, and the public heartbeat service
wiring. Document the read boundary.

## Verification

- Run-state and lifecycle suites: 44 tests passed before the additional
public-service regression.
- Lifecycle, public-service wiring, and native cancellation suites: 36
tests passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- The [full PR
workflow](https://github.com/paperclipai/paperclip/actions/runs/40013092548)
passed on `95bf496f689049812646b5ccddcdf2cca21efad0`. All 54 reported
checks passed; two conditional checks were skipped. This includes test
shards, browser checks, Runner verification, production bundle boot, and
clean npm installation.
- `GIT_CONFIG_COUNT=1 GIT_CONFIG_KEY_0=init.defaultBranch
GIT_CONFIG_VALUE_0=master pnpm test:run`: an additional local all-in-one
run is still in progress; no full-local-pass claim. The process-scoped
Git default matches existing master-only fixtures and does not change
user configuration.
- The initial description check failed because the dedup-search checkbox
was missing. Searches are complete and the template checkbox is now
included. The rerun passed on the same source commit.
- Greptile Apex: 5/5 on `95bf496f689049812646b5ccddcdf2cca21efad0`, no
findings or review threads.
- No hosted deployment or bill reduction is claimed. CI and Apex are
complete; this PR is merge-ready.

## Risks

- Low scope: the query selects fewer columns and preserves the existing
status read on every progress callback. It adds no worker, cache, timer,
or idle query.
- A run can still finish after the status read and before publication,
as it could before this change. This PR does not change that concurrency
boundary.
- No migration or operator configuration is required.

## Model Used

OpenAI Codex (GPT-6 family). The runtime does not expose the exact model
ID or context window.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 12:50:36 -07:00
Devin FoleyandPaperclip 837add0caa fix(recovery): deliver review-path repair instructions to agent prompts (#17353)
## Thinking Path

> - Paperclip keeps agent tasks moving through owned execution and
durable waiting paths.
> - A consumed review path gets one repair wake before board escalation.
> - That wake records an instruction to save a new monitor or another
real review path.
> - The canonical wake builder omitted that instruction from the agent
prompt.
> - This pull request delivers it through the existing
disposition-repair section.
> - The repair limit and execution authority stay unchanged.

## Linked Issues or Issue Description

**What happened?**

An agent opened a pull request and promised to watch CI and external
review. It ended without scheduling a monitor. Its bounded review repair
also ended without a maintained path, so the task became blocked for a
board decision. The saved repair context contained the instruction, but
the canonical wake payload and rendered prompt did not.

**Expected behavior**

The repair prompt tells the agent to save a one-shot monitor before
promising another check. Both fresh and resumed sessions receive that
instruction and the one-attempt limit.

**Steps to reproduce**

1. Create a review-path recovery with `decideIssueReviewPathRecovery`
for a task whose review path was consumed.
2. Pass its recorded context through `buildPaperclipWakePayload` and
wake serialization.
3. Render a fresh or resumed prompt. Before this fix, it has the wake
reason but no repair instruction.

**Paperclip version or commit**

Base: `9c442cf48e6`. Current head:
`f38d65891c8d9f2b38eb76a8578e870debc2b1e6`.

**Deployment mode**

Observed on managed sandbox execution with the legacy Claude ACP
adapter. The corrected canonical payload serves the shared adapter
prompt path.

Refs #15764 introduced the bounded exhausted-repair disposition. This
change preserves that limit. Open monitor-retry work such as #17171
addresses an already scheduled check; this defect occurs before a check
exists. Searches found no duplicate for this missing prompt field.

## What Changed

- Build the review-path repair disposition in its owning recovery
module, using the server instruction and fixed one-attempt bound.
- Project it into the existing canonical `dispositionRepair` field. No
new adapter field or execution protocol is added.
- Ignore arbitrary replacement instructions and attempt-limit values. A
pending repair keeps its instruction across a connection-pool retry that
changes the wake reason. Ordinary wakes without the typed repair marker
ignore raw instruction text. Existing legacy disposition repairs retain
their values.
- Add a regression across the real recovery decision, wake builder,
serializer and fresh/resumed prompt selectors. Update execution guidance
and the affected recovery maps.

## Verification

- Verified red before the source fix: two regression cases failed
because the instruction was absent; the sibling repair case passed. The
same cases pass after the fix.
- Passed 194 focused and safety tests across wake preparation, review
recovery, adapter prompt handling, and database-backed liveness
escalation. The connection-pool retry case also failed before its
correction and passes after it.
- Replayed the recorded incident wake through the fixed boundary. The
old canonical prompt lacked its saved instruction. The corrected
serialized prompt includes it with a 1/1 bound. This replay did not
execute a provider turn or change the source task. Private evidence
stays outside the repository.
- Passed `pnpm -r typecheck` after the pool-retry correction. Passed
`pnpm build` on final head `f38d65891c8d9f2b38eb76a8578e870debc2b1e6`.
Map checks and `git diff --check` pass.
- [Full
CI](https://github.com/paperclipai/paperclip/actions/runs/40005890857)
passed on that head: 54 checks passed and two optional checks were
skipped. This includes the full test shards, typecheck, build, and
browser suites. The local `pnpm test:run` attempt was stopped after the
CI test shards passed. No complete local full-suite pass is claimed.
- [Apex
review](https://github.com/paperclipai/paperclip/pull/17353#issuecomment-6372160694)
is 5/5 on the final head, with no open findings. The first review found
the pool-retry case. Its regression and correction are included. The
branch has no merge conflicts.
- Test setup first required the plugin SDK build, then an empty
credential-history database boundary. Those setup errors are not the
claimed red. The temporary recorded-wake probe was removed before final
validation.
- Hosted follow-up acceptance is not run. The source task remains
blocked and needs a retry after rollout. This PR does not claim that
prompt delivery itself schedules a monitor or that every model will
follow the instruction.

## Risks

- This fixes instruction delivery. The agent must still save a valid
monitor or another waiting path. The existing bounded escalation remains
if it does not.
- The wake stays a normal-model repair. It does not become status-only
recovery and can continue useful work. Existing ownership, approval,
budget, pause, and monitor admission gates remain in place.
- No schema, credential, telemetry, API, model, or retry-budget change.

## Model Used

OpenAI Codex, based on GPT-6, assisted with diagnosis, code editing,
shell execution and verification. The exact serving model ID and
context-window limit are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (194 focused and safety
cases; full coverage passed in CI)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.1023.0-canary.14
2026-10-23 12:07:07 -07:00
73526559b5 fix(ui): reload once when a lazy chunk or its CSS fails to load (#17349)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI loads each page as a lazy chunk. Vite adds a preload
step that also loads the CSS of the chunk.
> - Staging error monitoring reported `Unable to preload CSS for
…/assets/issue-detail-CIbQo9zW.css`. The same file name comes from the
current build, so the CSS did not change. One request for the file
failed for a short time.
> - Vite rejects only the first import that asks for a failed file.
Later imports skip that file. On a task page, the first import is the
task-page prefetch, which ignores errors. The page then shows without
its CSS. On other pages that share the CSS, such as Agents, the lazy
route rejects and the route error boundary shows the error.
> - Neither case recovers without a manual reload. This is a routine
retry that the app can do safely, so the app must do it.
> - This pull request reloads the page one time when a chunk or its CSS
fails to load. A loop guard limits this to one reload in five minutes.
> - The benefit is that a stale tab after a deploy, or one failed asset
request, recovers without an error page, without missing styles, and
without error-monitoring noise. An asset that stays broken still shows
the error and still sends a report.

## Linked Issues or Issue Description

**What happened?**
A board page showed "This page hit an error" with `Unable to preload CSS
for <origin>/assets/issue-detail-<hash>.css`. On a task page, the same
failure gave no error message, but the page showed without its
stylesheet.

**Steps to reproduce**
1. Build the UI and start the server.
2. Make the first request for `/assets/issue-detail-*.css` fail. The new
Playwright spec does this with `page.route(...).abort("failed")`.
3. Open `/<prefix>/agents`. The route error boundary shows "Unable to
preload CSS".
4. Open `/<prefix>/issues/<id>`. The task shows, but the browser does
not request the task CSS again. The page has no task-page CSS.

**Expected behavior**
The app recovers from a chunk or CSS load failure without user action.
If the failure continues, the app shows the error one time, with no
reload loop.

**Environment**
Hosted staging browser. The local build of current `master` reproduces
it.

I searched open and closed PRs for `preload`, `preloadError`, and `stale
chunk`. I found no related PR.

## What Changed

- `ui/src/lib/chunk-load-recovery.ts` (new): `isChunkLoadError` matches
the Vite CSS preload error and the dynamic import errors from Chromium,
Firefox, and WebKit. `reloadForChunkLoadError` reloads one time. A
`sessionStorage` marker blocks a second reload for five minutes. After
the first reload, later chunk errors in the same document are part of
that reload, so they return "reloading" and do not show an error.
Without `sessionStorage`, the function does not reload, because it
cannot guard against a loop. `startChunkLoadRecovery` listens for
`vite:preloadError`. It does not cancel the event, so the import still
rejects as before.
- `ui/src/main.tsx`: Starts the listener before the first render. The
listener covers every import, including the task-page prefetch that
ignores errors.
- `RouteErrorBoundary` and `AppErrorBoundary`: While a recovery reload
runs, they show a loading state. They do not show the error page and do
not report to Sentry. Other errors work as before.
- Tests: Vitest unit tests for the helper and both boundaries. A new
Playwright spec, `tests/e2e/chunk-load-recovery.spec.ts`, runs against
the real server and the built UI.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/chunk-load-recovery.test.ts
src/components/RouteErrorBoundary.test.tsx
src/components/AppErrorBoundary.test.tsx`: 21 tests pass.
- Full UI Vitest suite: 793 files, 9,075 tests pass.
- `pnpm --filter @paperclipai/ui typecheck` passes. `node
scripts/check-token-gates.mjs` is clean. `node scripts/check-maps.mjs`
passes.
- `npx playwright test --config tests/e2e/playwright.config.ts
chunk-load-recovery.spec.ts`: 3 tests pass.
- Task page with one failed CSS request: one reload, the CSS loads, and
the task shows.
- Agents page with one failed CSS request: one reload, the CSS loads,
and the page shows with no error page.
- CSS that always fails: one reload, then the error page shows. There is
no second reload.
- Red proof: I ran the same spec with the `ui/src` changes removed
(current `master` UI code). Both recovery tests fail. On Agents, the
route error boundary shows `Unable to preload CSS for
http://127.0.0.1:3199/assets/issue-detail-CIbQo9zW.css`. On the task
page, the CSS is never requested again.
- A failure I found and fixed during the work: my first version changed
only the error boundaries. The task-page e2e case failed with that
version, because the prefetch received the error and the boundary never
saw it. The `vite:preloadError` listener fixes that case. All results
above are from the final commit.
- The spec blocks service workers, because Playwright page routes cannot
see requests that a service worker sends. With a worker, a failed
network request for an asset that is not cached also gives
`Response.error()`. Thus the preload error is the same.

## Risks

- A page can reload while a user is on it. This occurs only after a
chunk or CSS load failure, and at most one time in five minutes per tab
session. Without this change, that page already shows an error or shows
without styles. Composer drafts use browser storage, so a reload keeps
them.
- A failure that recovers no longer sends a Sentry event. A failure that
continues after the reload still sends one, so a broken deploy stays
visible.
- The error patterns match browser and Vite message prefixes. If a
browser changes its message, that browser goes back to the current
behavior: the error page and a report.
- No API, schema, or server changes.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) by Anthropic, run as a Paperclip
agent through Claude Code with tool use (shell, file edits, Playwright,
and Vitest).

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
2026-10-23 12:06:38 -07:00
DottaandPaperclip 9c442cf48e feat(connections): deploy and configure Supabase and Vercel (#17217)
Add governed Supabase and Vercel deployment/configuration connectors with vaulted credentials, agent access policies, approvals, audit, and bounded provider operations.

Deliver reviewed REST actions to native agents and guard Vercel preview intent on empty projects. Preserve secret-safe request identity and durable retry behavior.

Verified by current-head CI, fresh Greptile 5/5 review, and real-agent deployment/configuration walkthroughs on disposable provider resources. Test resources and temporary provider tokens were removed after verification.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
canary/v2026.1023.0-canary.13
2026-10-23 11:37:29 -07:00
DottaandPaperclip 59d1b7b43d fix(evals): collect usage when GitHub skips jobs without a runner (#17352)
## Thinking Path

> - Paperclip manages AI agents and their operating budgets.
> - Product E2E runs retain accounting for each campaign.
> - The usage collector reads completed GitHub jobs without rerunning
paid work.
> - GitHub returns a null runner ID for jobs that it skips before
assigning a runner.
> - The collector rejected those jobs and could not retain the completed
campaign inventory.
> - This change accepts that skipped-job representation while preserving
started-job checks.

## Linked Issues or Issue Description

Refs #17009.

**What happened?**

The usage collector rejected completed qualification run 39971835384.
GitHub returned skipped jobs with null runner IDs. The collector
accepted only zero for jobs without a runner.

**Expected behavior**

Retain completed run usage when skipped jobs have a null or zero runner
ID. Do not count VM time for those jobs. Continue to reject missing
runner identity for started jobs.

**Steps to reproduce**

Read the completed first-attempt Product E2E run with
operating-receipts.ts github. Before this fix, a skipped job with
runner_id set to null throws Invalid workflow job identity.

**Paperclip version or commit**

ed3f067dbd.

## What Changed

- Accept a null or zero runner ID only for completed skipped jobs.
- Keep run, attempt, labels and started-job identity validation.
- Test both skipped-job forms and reject absent runner IDs.
- Document the treatment of skipped jobs.

## Verification

- Reproduced the observed null-runner failure: 1 failed, 4 passed.
- Usage collector and operating receipt tests: 17 passed.
- Eval TypeScript check passed.
- Read the same completed hosted run successfully without dispatching or
retrying tests. The inventory retained 1,303 job seconds and 290,156,153
artifact bytes.
- Full hosted CI passed at fb57826c22,
including typecheck, tests, build and browser shards.
- Greptile and Paperclip reviews rated the exact commit 5/5 with no
actionable findings.

## Risks

- The exception applies only when GitHub reports a completed skipped job
and an explicit null or zero runner ID.
- Current usage remains an inventory. This change does not convert it to
a bill, release cost holds, or enable recurrence.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 11:35:35 -07:00
Devin FoleyandPaperclip f406b32d08 perf: narrow run authorization reads (#17348)
## Thinking Path

> - Paperclip lets people manage and observe AI agents at work.
> - Live events and run history must enforce current task permissions.
> - Some permission checks load the complete run record for each event
or request.
> - Run context, runner configuration, results, and output can make
those records large.
> - This pull request reads only the persisted fields each access check
needs.
> - The checks still read current permissions and fail closed.

## Linked Issues or Issue Description

Related: #17251, #9155, and #16229. Those changes cover other run
projections, recovery polls, and task history. This change covers
live-event delivery, workspace-operation run checks, and event-list
access.

**What happened?**

Live-event delivery loaded every run column for each subscribed viewer,
although the permission helper used only the company, run scope, and
task binding. Workspace-operation checks did the same. The run-event
endpoint also loaded complete run records before returning separate
event rows. Large contexts and runner configurations therefore increased
database transfer for ordinary access checks.

**Expected behavior**

Read only the stored access binding. Keep company checks, permission
freshness, deleted-task tombstones, and response bodies unchanged.

**Steps to reproduce**

1. Create an issue-bound run with large context, runner configuration,
and output fields.
2. Subscribe an authorized viewer to company live events and publish run
updates.
3. Read the run events and a linked workspace operation.
4. Inspect the run SELECT projections. The previous queries load fields
that the access checks do not use.

**Paperclip version or commit**

The defect is present on the current master base, `62c78e56e53`.

**Deployment mode**

Authenticated server with PostgreSQL. The defect is not
adapter-specific.

## What Changed

- Select only company, scope, and issue bindings for live-event and
workspace-operation run authorization.
- Add a four-field run-access read for event-list requests. Reuse those
columns in the existing log-access projection.
- Preserve per-delivery and per-request permission checks, company
predicates, and event responses.
- Add real PostgreSQL and WebSocket coverage with large run fixtures.
Cover grant revocation, grant restoration, deleted tasks, missing and
foreign-company runs, and failed reads.
- Document the bounded access reads in the existing polling-load guide.

## Verification

- Six focused suites pass: 40 tests. They cover the changed paths,
run-state reads, run logs, disconnect retries, and native event replay.
- The new WebSocket test uses the production delivery path and a real
database. It verifies that the selected SQL omits large run fields while
authorization changes take effect on the same open socket.
- The event-route test preserves the returned event content and denies
the next request after grant revocation.
- Local recursive typecheck, full build, and module-boundary checks
pass. [Exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39997370119)
completed successfully, covering the full grouped unit suites,
typecheck, build/runtime boot, and E2E shards. The separate serial local
`pnpm test:run` is still running and is not claimed as completed.
- A later CI shard failed an unchanged email test expecting exactly one
task after permission grants. The unchanged-base test passes at normal
speed; adding only a 2.2-second pause before granting access reproduces
the extra tasks because previously denied deliveries become due for
retry. No email code or assertions are changed in this PR. The original
failure is retained. The single shard rerun passed: 92 suites and 1,489
tests passed, with one suite and two tests skipped by the existing
gates.
- CI initially found a route-test double missing the new access helper.
The follow-up fixes that fixture and adds event reads to malformed-ID
and missing/cross-company checks. All 122 tests across the four
changed-path suites pass; a final rerun of the expanded route suite
passes all 92 tests.
- The first CI run also timed out in the signoff changes-requested
handoff while waiting for a reviewer run after a cancelled execution
blocker. The focused test passes locally on this source. The same
focused test passes three times on unchanged master. Controller-lease
cancellation messages appear on both versions. The original CI timeout
is preserved as an intermittent, unreproduced failure; its exact cause
remains unknown. The signoff shard passes in the final exact-head CI
run.
- Initial fresh-checkout tests could not start because workspace SDK
output and native PostgreSQL library links were missing. Dependency
builds and the package's native-link setup corrected those
prerequisites. The subsequent focused run passed.

Focused command:

```sh
pnpm --filter @paperclipai/server exec vitest run src/__tests__/live-events-run-read.test.ts src/__tests__/heartbeat-run-privacy-routes.test.ts src/services/heartbeat/run-state.test.ts src/__tests__/native-observer-replay.test.ts src/__tests__/heartbeat-run-log.test.ts src/__tests__/heartbeat-run-privacy-disconnect-retry.test.ts
```

## Risks

- A missing access field could cause an incorrect allow or denial. Tests
exercise current grants, revocation, company scope, and deleted-task
bindings through the real consumers.
- No successful permission decision is cached. Every delivery and
request still checks current database state.
- No schema, migration, polling interval, API response, or deployment
configuration changes are included.
- This reduces bytes for the affected reads. It does not establish a
whole-account savings percentage. Hosted transfer measurements remain
separate validation after staging deployment.

## Model Used

OpenAI Codex, a GPT-6 based coding agent, used repository tools, code
execution, and database-backed tests. The session does not expose the
exact backend model identifier or context-window size; those values are
not guessed.

## 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>
canary/v2026.1023.0-canary.12
2026-10-23 11:01:06 -07:00
Devin FoleyandPaperclip 62c78e56e5 fix: describe unexpected git expiration failures in the result (#17341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Git cache expiration keeps a workspace and reports
`inspection_failed` when an unexpected error interrupts its checks
> - It dropped that error, so the log never said what went wrong
> - This pull request adds a sanitized description of the error to the
expiration result, which the workspace reaper already logs
> - The benefit is that unexpected expiration failures can be diagnosed
without exposing commands or credentials

## Linked Issues or Issue Description

Refs #17248. Bug report described in-PR (bug report template).

**What happened?**
On one instance, a closed workspace was kept with `inspection_failed`.
The log entry carried only that reason, so the cause could not be
determined from the logs.

**Expected behavior**
An unexpected failure is logged with enough detail to diagnose it,
without leaking the command line or credentials.

**Steps to reproduce**
1. Break a closed issue's worktree so a git command fails, for example
by pointing its `.git` file at a missing directory.
2. Run expiration: the log says `inspection_failed` and nothing else.

**Paperclip version or commit:** `master` at 0fb152ee94.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

- `GitExpirationResult.failure` is set when the skip reason is
`inspection_failed`, by all three places that record a skip (the outer
catch and the two base-inspection catches, through one `recordSkip`
helper). It contains:
  - `name`;
  - `code` (for example git's exit code);
  - `at` (the first stack frame);
  - `stderr` (up to 500 characters).
- `describeGitExpirationFailure` builds it. It never includes the error
message, because a failed git command's message contains the full
command line, which can include `http.extraHeader` authentication. In
stderr, credentials in URLs and `authorization`, `token`, `password` or
`secret` values are redacted to the end of the line.
- The workspace reaper already spreads the result into its `Git
workspace cache expiration inspected` log entry, so no logging code
changed.

No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-workspace-expiration.test.ts
-t "unexpected inspection failure|redacts credentials|while inspecting
the base"` (in `server/`): 4 passed.
- **Broken worktree:** a worktree whose `.git` link points at a missing
directory reports `inspection_failed` with a code, a stack frame and
git's "not a git repository" stderr, and is kept.
- **Failing command:** a real failing `git ls-remote` with credentials
in its arguments produces a description without them or the command.
- **Echoed credentials:** a stderr that echoes a credentialed URL and an
`Authorization: Bearer` header is redacted.
- **Base inspection:** an unreadable directory in the base, which fails
base inspection after the worktree is removed, reports
`inspection_failed` with code `EACCES` and a stack frame. Recording only
the reason in that catch fails this case.
- **Mutation check:** removing the redaction fails the
echoed-credentials case. That case also caught an earlier version that
redacted only the first word of a header value.
- `pnpm exec vitest run git-workspace-expiration execution-workspaces
git-restore-point` (in `server/`): 258 passed.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke.

## Risks

- **Log volume:** one bounded object (about 1 KB at most) per failed
inspection.
- **Redaction is pattern-based:** the message and command line, where
git places configuration values, are never logged; stderr is redacted by
pattern.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, read-only inspection of a live
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 (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>
2026-10-23 10:27:35 -07:00
Devin FoleyandPaperclip 0001a4514e fix: keep stale pending restore points from blocking retries (#17344)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Git cache expiration saves restore points and tracks them in
`execution_workspace_restore_points`
> - A unique index allows one row per workspace, generation and checkout
unless the row is deleted
> - A pending row left by an interrupted attempt therefore blocked every
retry for an hour, and superseded rows blocked retries until retention
deleted their objects
> - This pull request narrows the index to live rows and supersedes
stale pending rows before inserting
> - The benefit is that an interrupted expiration no longer stalls a
workspace's cleanup

## Linked Issues or Issue Description

Refs #17257. Bug report described in-PR (bug report template).

**What happened?**
On one instance, a closed workspace with a nested checkout failed
expiration with `inspection_failed` on every sweep. An earlier attempt
had left a `pending` row for the nested checkout at the workspace's next
generation. Each retry stored the main worktree's restore point, then
failed to insert the nested row because the unique index on
`(execution_workspace_id, generation, checkout_name) WHERE status <>
'deleted'` still held the stale row. Running the expiration by hand
reproduced the failing insert.

**Expected behavior**
A retry after an interrupted attempt replaces the stale row and expires
the workspace.

**Steps to reproduce**
1. Leave a `pending` restore point row for a workspace's next generation
and a nested checkout, as an interrupted attempt does.
2. Run expiration with restore points: it fails with `inspection_failed`
until retention supersedes the row after the one-hour pending grace
period.

**Paperclip version or commit:** `master` at 0fb152ee94.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

- **Schema**
(`packages/db/src/schema/execution_workspace_restore_points.ts`,
migration `0375`): the unique index is renamed
`execution_workspace_restore_points_live_status_uniq` and covers only
`pending`, `active` and `expiring`. Superseded, delete-requested and
deleted rows no longer block a new row.
- **Storage** (`storeGitRestorePoint`): in the transaction that inserts
the new `pending` row, any `pending` row for the same workspace,
generation and checkout is first marked `superseded`. The expiration
holds the workspace lifecycle lock, so such a row can only come from an
attempt that already ended. Retention then deletes its object as usual.

No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-workspace-expiration.test.ts
-t "stale pending restore point"` (in `server/`): 1 passed. A workspace
with a stale `pending` nested row and a `superseded` main row from an
earlier attempt expires with a nested restore point, and the stale row
is superseded.
- **Mutation checks:** removing the supersede step, or keeping the old
index scope in the migration, each reproduces the instance's
`inspection_failed`.
- `pnpm exec vitest run git-restore-point git-workspace-expiration
git-workspace-contents git-workspace-restoration
git-reproducible-managed-checkouts execution-workspaces
heartbeat-git-restore-point-resume` (in `server/`): 274 passed.
- `pnpm run check:migrations` (in `packages/db`): pass.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke.

## Risks

- **Migration:** drops and recreates one partial unique index on a small
table. It cannot fail on existing data, because the old index was
stricter. The index is briefly absent while the migration runs.
- **Superseding a pending row:** only rows for the same workspace,
generation and checkout, while the current attempt holds the workspace
lifecycle lock.
- **Not addressed:** why the earlier attempt left the row behind. #17341
logs the underlying error of `inspection_failed` so the next occurrence
can be diagnosed.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, read-only and dry-run
inspection of a live 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 (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>
2026-10-23 10:25:59 -07:00
23bd238f05 fix(costs): stop OAuth refreshes from duplicating unverified subscriptions (#16512)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Costs page shows one card for each AI subscription account. Each
card comes from an `ai_subscriptions` row.
> - Paperclip cannot verify an xAI/Grok account with the provider. So
each Grok row used a key made from a hash of the raw credential.
> - The Grok CLI refreshes its OAuth tokens during runs. Paperclip
writes the refreshed `auth.json` back to the vault and keeps the
secret's `aiSessionEpoch`.
> - The next run sees a new credential hash.
`subscriptionService.register()` finds no match and adds a new
subscription row. The old row stays on the Costs page. One Grok
connection becomes many duplicate cards.
> - Claude and OpenAI rows usually avoid this problem, because a
provider profile check merges them. Grok rows never get verified, so
nothing merges them.
> - This pull request keys unverified rows on the credential session
(secret id + `aiSessionEpoch`), not on the token bytes.
> - The benefit is one subscription card per Grok connection through
token refreshes. A real reconnect still gets its own card.

## Linked Issues or Issue Description

No public issue exists. Bug description:

**What happened?**
On a hosted staging instance, the Costs → Subscriptions list showed many
duplicate Grok subscriptions for one Grok connection. Each Grok OAuth
token refresh added one more card.

**Expected behavior**
One Grok connection shows one subscription card. A token refresh does
not change it.

**Steps to reproduce**
1. Connect an xAI/Grok subscription account.
2. Run an agent until the Grok CLI refreshes its OAuth token. Paperclip
writes the refreshed credential back to the vault.
3. Run the agent again.
4. Open Costs → Subscriptions. A second Grok card is there. Each refresh
adds another card.

**Agent adapter(s) involved**
Not adapter-specific (core bug). The trigger is the Grok OAuth refresh
write-back in `server/src/services/ai-connection-runtime.ts`.

**Paperclip version or commit**
`master` at 8aaef59.

## What Changed

- `server/src/services/subscriptions.ts`: For an unverified identity,
`register()` now reads the grant's `ai.credential` secret ref and that
secret's `aiSessionEpoch`. The account key becomes `grant + session +
secretId + epoch`. Before, it was `grant + credential hash`.
- Refresh write-backs use `preserveAiSessionEpoch: true`, so a refreshed
token keeps the same row.
- A reconnect advances the epoch, so it still gets a separate row. A
reconnect can sign in to a different account.
- A grant with no vaulted secret ref falls back to the old
credential-scoped key.
- Unverified rows stay grant-scoped. Only a verified provider
observation can match the billing identity of a different grant.
- Stale sessions are rejected. `SubscriptionConnection` now carries the
`session` (secret id + epoch) captured together with the credential. If
that session does not match the grant's current secret and epoch,
`register()` returns `409` and does not use the live epoch. Before this,
a run could read account A's credential, pause, and register after a
reconnect to account B. It then got B's subscription id, so A's usage
was saved against B.
- `server/src/services/ai-connection-runtime.ts`: The run passes the
secret id and epoch from its existing freshness check (read together
with the credential).
- `server/src/services/subscription-refresh.ts`: Discovery reads the
session before it reads the credential. Then a reconnect at any time
after that read makes `register()` reject the stale session.
- `server/src/__tests__/subscriptions.test.ts`: Added regression tests.
- Two refreshes keep one row and its saved price. A reconnect (epoch
bump) makes a second row, and a refresh after that stays on the second
row.
- A registration with an older epoch, or with no session, is rejected
with `409`. The grant binding stays on the current account.
- `server/src/__tests__/subscription-refresh.test.ts`: The module mock
now exports `subscriptionSession`.
- This pull request adds no code comments. The explanation is in this
description.

## Verification

Run on `master` + this branch (head `11900e4`):

- `cd server && npx vitest run src/__tests__/subscriptions.test.ts
src/__tests__/subscription-refresh.test.ts
src/__tests__/subscription-routes.test.ts
src/__tests__/ai-connections.test.ts
src/__tests__/ai-connection-session.test.ts
src/__tests__/costs-service.test.ts` → 6 files, 191 tests pass.
- The refresh test fails on `master` without the service change. The
refreshed token gets a new subscription id (`expected '6683…' to be
'942b…'`).
- The stale-session test fails when the guard is removed. The stale
registration resolves to the reconnected account's id instead of
rejecting.
- `pnpm -r typecheck` passes for every package except `server` and
`cli`. The runner passes `typecheck:typescript`.
- I could not complete some checks in my sandbox. CI must confirm them:
- The `server` and `cli` typechecks hit the 4 GB sandbox memory limit
(OOM kill). A narrow `tsc --noEmit` of `subscriptions.ts` and its
imports passes with 0 errors. A narrow check of
`ai-connection-runtime.ts` and `subscription-refresh.ts` also hits the
memory limit, because they import most of the server.
  - The full `pnpm test:run` hit the same memory limit.
- `pnpm build` and the runner `typecheck:rust` need `cargo`, and the
sandbox does not have it. This change does not touch Rust or the runner.

Manual check after deploy: Connect Grok and run an agent through a token
refresh. Then make sure that Costs → Subscriptions shows one Grok card.

## Risks

- Low risk. There is no schema change and no migration.
- Existing unverified rows keep their old credential-scoped keys. On the
next refresh after deploy, each existing Grok connection can get one
more row in the new key format. After that, it stays stable.
- This change does not remove duplicate rows that exist now. You can
merge them with the **Link** control on each Costs card. A separate data
repair is planned.
- `register()` does one more indexed read of `company_secrets` (by id)
when a run registers an unverified identity. Discovery does one more
read of that row for each connection. The cached-binding fast path does
not change.
- A run that loses the race with a reconnect now fails its preparation
with `409` ("The AI credential changed. Retry this execution."). This is
the same retry behavior as the existing credential-freshness guard.
Discovery logs the conflict and checks again on the next pass.

> 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

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, run through
Claude Code as a Paperclip agent with tool use (shell, file edit, 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 (targeted suites; the full
suite is not complete, see Verification)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
documentation change is necessary)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending CI)
- [ ] 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)

---------

Co-authored-by: Amy (Opus) <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
2026-10-23 10:21:19 -07:00
93d26eb84e feat(ui): link routine-created tasks back to their source routine (#16471)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines create tasks on a schedule. Each task records its source in
`originKind = "routine_execution"` and `originId = <routine id>`.
> - The issue Properties card shows Relationships such as Parent. It
does not show the routine that created the task.
> - An operator who reads a routine-created task cannot go to the
routine from the task. They must find the routine by hand.
> - This pull request adds a "Routine" row under Relationships, below
Parent. The row links to the source routine.
> - The benefit is a direct path from a routine-created task to the
routine that made it.

## Linked Issues or Issue Description

Refs #9727. That PR adds a general provenance model and an "Origin"
chip. It also links routine executions to the routine. It is much larger
(DB migration, server, plugin SDK). It has merge conflicts and no
updates since August. This PR is a small UI-only change with no schema
or API change. If #9727 merges later, the two rows can be merged into
one.

**Is your feature request related to a problem?**
A task that a routine creates has no visible link back to that routine
in the Properties card.

**Describe the solution you'd like**
Show a "Routine" row under Relationships for routine-created tasks. The
row shows the routine title and links to `/routines/:id`.

**Describe alternatives you've considered**
A generic "Origin" row for all origin kinds (the #9727 approach). That
needs new server data for most kinds. A routine link needs only data
that the issue already has.

## What Changed

- Add `ui/src/components/issue-properties/routine-origin-row.tsx`
(`RoutineOriginRow`). It reads the routine with the same
`queryKeys.routines.detail` query as the routine page, so the cache is
shared.
- Show the row in `IssueProperties.tsx` after Parent, only when
`originKind === "routine_execution"` and `originId` is set (+5 lines).
The new component is in its own file because `IssueProperties.tsx`
already has more than 3,000 lines.
- States:
- Routine found: an outline chip with the repeat icon and the routine
title. The chip links to the routine page.
- Routine still loading, routine deleted (404), or any other lookup
error: no row. The card never shows an empty Routine field.
  - Task not created by a routine: no row. No routine request is sent.
- Add 4 tests in `IssueProperties.test.tsx`: routine found, routine
loading, routine deleted, and task not created by a routine.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/IssueProperties.test.tsx`: 94/94 pass.
- `vitest run src/pages/IssueDetail.test.tsx
src/components/TaskSidePanel.test.tsx` (other surfaces that render the
panel): 195/195 pass.
- `node scripts/check-token-gates.mjs`: all gates clean.
- `tsc --noEmit` in `ui`: no errors in the changed files. Other errors
came from workspace packages that were not built locally
(`@paperclipai/plugin-sdk/ui`, generated storybook catalog JSON). This
change does not touch them.
- Manual check: open a task that a routine created. Find the "Routine"
row under Parent. Click it. The routine page opens.
- Not run locally: full `pnpm -r typecheck`, `pnpm test:run`, `pnpm
build`, and a browser check. CI runs these.

## Risks

- Low risk. The change is UI-only and additive. It has no schema, API,
or contract change.
- Each routine-created task view sends one extra `GET /routines/:id`
request. The routine page uses the same cache key, so the response is
often cached already.
- The row appears only after the routine request finishes. On a cold
cache, it shows up a moment after the rest of the card.
- If the routine is deleted or the user cannot read it, the task shows
no Routine row. The task still records `originKind`/`originId`.

> 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 Opus 5.5 (`claude-opus-5-5`) in Claude Code, with
tool use (shell, file edit, test execution). Standard context window.

## Checklist

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

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

---------

Co-authored-by: Devin Foley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
canary/v2026.1023.0-canary.11
2026-10-23 10:20:58 -07:00
Nicky LeachandPaperclip a708a13336 Separate plugin workspace completion from maintenance inspection (#17329)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Storage plugins own remote task workspaces.
> - Run completion currently requests the same inspection used for
storage cleanup.
> - That inspection can fetch remote refs and scan files after the agent
has finished.
> - Completion needs retained workspace identity and durable writes, not
permission to delete files.
> - This change adds an optional completion operation and keeps
maintenance inspection separate.

## Linked Issues or Issue Description

**What happened?**

A successful plugin-backed run can fail during completion because the
storage provider performs a slow remote-recoverability inspection. Dirty
or unpublished output does not need a deletion-safety proof to remain
valid task output.

**Expected behavior**

Completion verifies the assigned workspace and confirms durable writes
through the provider. Cleanup still requires the existing full
inspection.

**Steps to reproduce**

Run a task with plugin-owned storage whose inspection fetches remote
refs. Let the agent finish, then observe completion waiting for the
maintenance inspection.

Related context: #16428 added finalization observability. The duplicate
search found no existing PR for this provider contract.

## What Changed

- Add optional `workspaceProvider.finalizationVersion: 1` and strict
`finalize` / `finalized` schemas.
- Pass original run and agent context through live completion and
recovered completion.
- Give the new operation a 30-second deadline and keep ownership checks
and lifecycle serialization.
- Retain the inspection fallback for providers without the capability.
Keep maintenance inspection and removal unchanged.

## Verification

- SDK build passed.
- Targeted SDK and completion unit tests: 7 passed.
- Added integration coverage for capability selection, legacy fallback,
maintenance separation, and failure propagation.
- Local integration setup timed out starting PostgreSQL; the integration
suite passed in GitHub CI.
- Full build/typecheck and broader tests passed in GitHub CI (55
successful checks, 2 skipped). Local checks remained targeted as
requested.
- Diff reviewed for secrets and operational identifiers.

## Risks

The capability is opt-in. Providers must not advertise it until their
completion implementation is available. An unavailable provider or
failed durability barrier remains retryable. No schema or stored-binding
migration is required.

Test-file size exception: the provider integration suite grows from 973
to 1,002 lines. The 29-line case follows the same prepared binding
through legacy completion, opted-in completion, and maintenance
inspection using the existing single-connection database fixture.
Keeping it there avoids a second embedded-Postgres lifecycle for one
transition test. The completion helper unit tests are in a separate
focused file.

## Model Used

OpenAI GPT-6 Codex, with reasoning and code/test tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.1023.0-canary.10
2026-10-23 09:07:35 -07:00
Devin FoleyandPaperclip 0fb152ee94 fix: save stale remote-tracking commits in nested restore points (#17289)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Git cache expiration removes closed issues' worktrees once their
remote, or a restore point, can reproduce them
> - A nested `.paperclip-repositories` checkout's remote-tracking refs
can point at commits the remote has since dropped, such as a branch
deleted after a squash merge
> - Strict expiration rightly keeps such a checkout, because it may hold
the only copy; but restore point mode also kept it forever, because
there was nothing else to save
> - This pull request saves those commits in the checkout's restore
point, so the workspace can be reclaimed without losing them
> - The benefit is that long-lived multi-repository workspaces are
reclaimed in restore point mode

## Linked Issues or Issue Description

Refs #17257. Bug report described in-PR (bug report template).

**What happened?**
With restore points enabled, four closed workspaces on one instance were
kept with `unpushed_managed_checkout`, after a dry run had counted them
as candidates. Each nested `paperclip` checkout was clean, on `main` at
a commit that is on GitHub `main`. But it held about 1,000
remote-tracking refs, and between 28 and 41 of them pointed at branches
the remote has since deleted or force-pushed (147 to 203 commits it no
longer has).

The relaxed check passed, so the checkout needed no restore point beyond
those commits. Capture saved only `HEAD` history, so it found nothing to
save and stored no restore point. The final check before deletion then
ran the strict check, which keeps stale remote-tracking commits, and
rolled back. The dry run never reaches that final check, so it
over-reported. Together these workspaces held about 2.4 GB.

**Expected behavior**
In restore point mode, commits that exist only in remote-tracking refs
are saved, and the workspace expires.

**Steps to reproduce**
1. In a nested checkout, fetch a remote branch, so
`refs/remotes/origin/<branch>` exists.
2. Delete that branch on the remote and garbage-collect it.
3. With restore points enabled, close the issue and run expiration: the
workspace is kept with `unpushed_managed_checkout`.

**Paperclip version or commit:** `master` at 412914cfa7.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

- **Strict mode is unchanged.** An earlier revision of this pull request
ignored remote-tracking refs. Review pointed to `does not trust a stale
remote-tracking ref`, which deliberately protects those commits, so this
pull request keeps that behavior and the test is unchanged.
- **Relaxed nested check** (`assertReproducibleManagedCheckout(..., {
restorePoint: true })`):
- reads all reflogs in one bounded call (`--format=%H %gD`),
deduplicates them by commit, and splits them into local and
remote-tracking entries before applying the tip budget;
  - local entries still have to be covered or upstream, as before;
- remote-tracking tips and remote reflog entries that the remote no
longer has are returned as `preserve` (new `tipsMissingUpstream`,
sharing `commitsMissingUpstream` with the existing check).
- **Capture:** the proof is shared as `provenManagedCheckoutHistory`.
`storeGitRestorePoint({ resolvePreserveCommits })` calls it after taking
the history digest and before capture, then compares the digest again
after capture. A fetch before the digest is included in the preserved
commits, and one after it changes the digest and aborts capture. The
commits flow into `captureRestorePoint`. They are bundled as
history-only commits, within the existing limits (50 preserved tips,
1,000 commits, 256 MB bundle). The checkout therefore gets a restore
point, and the final check uses the relaxed check for it.
- **Final check:** `restorePointHistoryDigest` now also covers
remote-tracking refs and their reflogs, so a fetch, ref change or
reflog-only change after capture rolls expiration back.
- **Restore:** the commits are imported as objects; the stale
remote-tracking refs themselves are not recreated.
- **Docs:** `doc/recoverable-disk-cleanup.md`.

No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-workspace-expiration.test.ts
src/__tests__/git-reproducible-managed-checkouts.test.ts -t "stale
remote-tracking|remote-tracking refs change"` (in `server/`): 5 passed.
  - The existing strict test passes unchanged.
- A clean nested checkout whose remote-tracking ref points at a deleted,
garbage-collected branch is kept strictly, expires with a restore point,
and reopens on its commit with the stale commit present.
- A remote-tracking ref created after capture rolls expiration back, and
so does a reflog-only change to one.
- 6,000 repeated reflog entries for one commit do not hit the tip
budget.
- **Mutation checks:** each of these fails a case:
- dropping the preserved commits reproduces the instance's symptom
(`unpushed_managed_checkout`);
  - dropping remote-tracking refs or their reflogs from the digest;
  - removing deduplication (`managed_checkout_local_tip_budget`).
- `pnpm exec vitest run git-restore-point git-workspace-expiration
git-workspace-contents git-workspace-restoration
git-reproducible-managed-checkouts execution-workspaces
heartbeat-git-restore-point-resume` (in `server/`): 261 passed.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke.

## Risks

- **Only with restore points enabled.** Strict expiration is unchanged.
- **Retention:** saved stale commits are kept until the restore point
expires (90 days after the tree closes by default), then deleted with
it.
- **Limits:** checkouts with more than 50 stale tips, or bundles over
the limits, skip capture and stay kept, as before.
- **Spurious rollbacks:** a fetch during the short window between
capture and deletion rolls back; the next sweep retries.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, read-only inspection of a live
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 (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>
canary/v2026.1023.0-canary.9
2026-10-23 08:24:53 -07:00
Devin FoleyandPaperclip 6877760904 feat: save ignored files in git restore points (#17290)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Git cache expiration removes closed issues' worktrees after saving a
restore point of anything the remote cannot reproduce
> - Restore points left ignored files out, so any worktree with an
ignored file that was not a known regenerable directory was kept
> - On one instance that was the most common reason a closed worktree
was still kept, mostly build caches and agent evidence files
> - This pull request saves those ignored files in the restore point too
> - The benefit is that more closed worktrees are reclaimed, and nothing
an agent left behind is lost

## Linked Issues or Issue Description

Refs #17248, #17257. Bug report described in-PR (bug report template).

**What happened?**
With restore points enabled, one instance kept 15 of 43 inspected closed
worktrees with `unique_ignored_files`. Among 19 such worktrees on disk:
- 9 held `ui/tsconfig.tsbuildinfo`;
- others held build output outside the regenerable directory names
(`server/ui-dist/`, `test-results/`);
- 2 held materialized skill copies under `.claude/skills/`;
- about 5 held small files agents kept out of git: patches, evidence
archives, recovery receipts.

**Expected behavior**
Ignored files that are not regenerable are saved with the restore point
and restored on reopen, so the worktree can be removed.

**Steps to reproduce**
1. In a closed issue's worktree, leave an ignored file outside
`node_modules`, `dist` and the other regenerable directories (for
example `ui/tsconfig.tsbuildinfo`).
2. With restore points enabled, run expiration: the worktree is kept
with `unique_ignored_files`.

**Paperclip version or commit:** `master` at 412914cfa7.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**Capture** (`server/src/services/git-restore-point.ts`):
- `restorePointSavesIgnoredFile` defines which ignored files are saved.
It leaves out:
  - `.env` and `.env.*` files;
- `.paperclip-repositories/` (nested checkouts have their own restore
points);
  - `.claude/settings.local.json` (saved with the workspace contents);
- anything inside a directory named in
`REGENERABLE_WORKSPACE_DIR_NAMES`.
- Those files are scanned with the same limits and checks as untracked
files, and snapshotted into a separate `ignored` tree, committed on top
of `HEAD`. Its ref travels in the bundle.
- They are hashed with `hash-object --no-filters` (symlinks by their raw
target bytes), so `.gitattributes` conversions such as `text=auto` never
change their bytes. Every path given to `--stdin-paths` is C-quoted, so
git always reads the literal workspace file, even for names that start
with `"`.
- An ignored nested repository skips capture, which keeps the worktree.
- A worktree whose only extra files are ignored is no longer "nothing to
save".

**Format:** a payload with an ignored tree uses
`paperclip.git-restore-point-payload.v2`, and one without stays `v1`.
Decoding requires `ignored` exactly for `v2`, so older servers reject
the new payloads instead of restoring without the files.

**Restore:** `applyRestorePoint` writes the ignored files directly from
their blobs, read in one `cat-file --batch` call, so no filter is
applied.
- It checks every target before writing, refuses any path that would
leave the worktree, and never overwrites an existing file: a conflict
fails the restore closed.
- If a write fails partway, it removes the files it wrote, so a retry
starts clean. The post-apply verification, the before-deletion snapshot
check and `restorePointSnapshotMatches` all include the ignored tree.
The stored reference (`GitRestorePointRef.ignored`) is validated and
checked against the decoded manifest.

**Expiration** (`git-workspace-restoration.ts`): in restore point mode,
the reproducibility check accepts the ignored files a restore point
saves. Strict mode is unchanged.

**Docs:** `doc/recoverable-disk-cleanup.md`.

No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-restore-point.test.ts` (in
`server/`): 27 passed. New cases:
- **Round trip:** ignored files round-trip as a `v2` payload with their
modes, while `dist/`, `node_modules/` and `.env` stay out.
- **Conflict:** an existing conflicting file fails the restore closed
and is left as it was.
  - **Nested repository:** an ignored nested repository skips capture.
- **Forged payload:** a `v1` payload claiming an ignored tree is
rejected.
- **Line endings:** an ignored CRLF file in a `* text=auto` repository
restores byte for byte.
- **Partial failure:** a restore that fails partway leaves nothing
behind, and a retry succeeds.
- **Quoted names:** a crafted ignored path that looks like a quoted
absolute path saves and restores the workspace file, never the outside
file it names.
- **Symlinks:** a symlink target with bytes that are not valid UTF-8
restores exactly.
- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration.test.ts` (in `server/`): new
cases.
- A closed worktree whose only extra files are an ignored build cache
and evidence file is kept without restore points, expires with one, and
reopens with those files and without `node_modules`.
  - An ignored file changed after capture rolls back.
- **Mutation checks:** each of these fails at least one case:
  - not relaxing the reproducibility check;
- not capturing ignored files (the end-to-end case then catches the
loss);
  - leaving the ignored tree out of the comparison;
  - not writing the files on apply;
  - hashing with filters;
  - dropping the partial-restore rollback;
  - passing unquoted paths;
  - decoding symlink targets as UTF-8.
- `pnpm exec vitest run git-restore-point git-workspace-expiration
git-workspace-contents git-workspace-restoration execution-workspaces
workspace-compaction heartbeat-git-restore-point-resume
src/services/heartbeat/environment-selection` (in `server/`): 296
passed.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke.

## Risks

- **Only with restore points enabled.** Strict expiration is unchanged.
- **Bigger restore points.** Ignored files count toward the existing
limits (20,000 files, 64 MB per file, 256 MB total). Larger caches
outside the regenerable names make capture skip, which keeps the
worktree as before.
- **Rollback:** older servers cannot restore `v2` restore points; they
fail closed. Disable restore points before downgrading.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, read-only inspection of a live
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 (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>
2026-10-23 08:24:31 -07:00
DottaandPaperclip ed3f067dbd fix(evals): select operating allowance by cadence (#17326)
## Thinking Path

> - Paperclip manages AI agents and their operating budgets.
> - Product E2E runs exercise real agents through a bounded gateway.
> - The daily and weekly selections share one repository configuration
variable.
> - Their different request limits need different operating allowances.
> - The existing parser accepts only one allowance, which cannot
represent both reviewed limits.
> - This change selects the allowance for the actual cadence and retains
all existing validation.

## Linked Issues or Issue Description

Refs #17009.

**What happened?**

The daily selection needs an $11 operating reservation; the weekly
selection needs $21. A shared $21 allowance cannot fit the $20 daily
cap. A shared $11 allowance does not cover the reviewed weekly resource
bound. A configuration containing both allowances was rejected before
paid admission.

**Expected behavior**

Each cadence uses its own reviewed allowance. Missing or malformed
selected allowances stop admission before paid work.

**Steps to reproduce**

Set the operating allowance JSON to an object with daily and weekly
allowances. Prepare either campaign through prepareScheduledCampaign.
Before this change, both calls reject the outer object.

**Paperclip version or commit**

3bd709df8b.

## What Changed

- Accept daily and weekly allowance entries in the existing
configuration variable.
- Select the actual cadence before validating its budget, runner and
expiration.
- Pass only the selected allowance through the existing workflow output.
- Preserve single-allowance compatibility and document the configuration
format.

## Verification

- Reproduced both cadence failures before the fix: 2 failed, 12 passed.
- Focused scheduled operations and operating overhead tests: 20 passed.
- Eval TypeScript check passed.
- Missing selected entries and unknown outer fields fail before creating
a manifest.
- Hosted CI passed at 1c62cc8aeb,
including full typecheck, tests, build and browser shards.
- Greptile and Paperclip reviews both rated the exact commit 5/5 with no
actionable findings.

## Risks

- A map with a missing selected cadence now fails admission. It never
substitutes the other cadence.
- Operators must still provide reviewed rates and resource bounds. This
parser does not prove actual charges.
- This PR does not change limits, credentials, workflow permissions or
enable gates.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 07:52:41 -07:00
DottaandPaperclip 3f1ad6b25b fix(chat): resume task Retry after retained-source containment (#17317)
## Thinking Path

> - Paperclip manages agent work through task and execution ownership.
> - A task Retry must retain the user's request while the system
verifies an old executor.
> - Connected conversations also retain their external principal and
accepted source batch.
> - Chat Retry admission required containment before it could save a
wait for that recovery.
> - A saved chat receipt could also remain deferred after containment
became available.
> - This pull request lets the exact recovery-bound request wait and
resume through its chat owner.
> - Normal admission still checks containment, current access and policy
before one successor starts.

## Linked Issues or Issue Description

**What happened?**

An ordinary task Retry on a connected conversation failed with
`failed_chat_retry_not_authorized` while its retained remote executor
still needed verification. The new recovery generation existed, but the
chat action failed before it could save a dispatch wait. This occurred
after the repairs in #17267 were confirmed live.

The local regression found a second gap. A processed chat action with a
deferred wake was not reconsidered after containment. Re-entering normal
admission also tried to insert its existing durable receipt again. A
historical hold for the same failed run could also hide the current
Retry's workspace strategy, so the request still waited after the old
executor was contained. Preparation could then read that sibling instead
of the recovery record that owned the fresh successor, losing the
fresh-workspace decision.

**Expected behavior**

Save the exact authorized Retry while its matching recovery generation
verifies the executor. Once containment is recorded, reconsider the same
chat receipt through normal admission. Start one successor with the
original source batch. Keep publication, principal, pause and budget
checks.

**Steps to reproduce**

1. Admit a GitHub or Telegram request and record a failed native run
with a retained remote lease.
2. Leave the executor's termination unconfirmed and exhaust its prior
recovery generation.
3. Use ordinary task Retry to create a new recovery generation.
4. Process the connected Retry. The old admission code fails instead of
retaining a wait.
5. With a deferred receipt, record exact containment and reconcile
again. The old dispatch path leaves it stranded.

**Paperclip version or commit**

Reproduced from `412914cfa78d5abefcc34d3eb8d4bb86e461caac`. The branch
is rebased onto current master.

**Deployment mode**

Hosted tenant for the reported failure. Isolated local PostgreSQL and
the assembled heartbeat/chat services for the regression.

Refs #17267 and #16965. This change does not add a Cloud dependency or
change the absence protocol.

## What Changed

- Permit a saved admission wait only for the exact current task Retry
and active source recovery generation.
- Keep promotion and execution dependent on independent containment
proof.
- Bind a Retry to active automatic recovery without replacing its
generation, attempt count or deadline.
- Share the current exact Retry strategy across historical holds for the
same run. Retain each hold's stop and effect checks.
- Select the canonical recovery record that proves the committed fresh
successor during workspace preparation.
- Let task receipt reconciliation return the same deferred action to its
chat owner.
- Recheck current board and external authority, then update the existing
wake atomically with its successor.
- Preserve the exact chat source batch. Keep generic board-comment
filtering unchanged.
- Add GitHub and Telegram cases for waiting, containment, one successor,
stale generations, source edits, endpoint pause and supersession.
- Update recovery documentation and capability maps.

## Verification

- Red: real PostgreSQL tests reproduced the admission rejection for
GitHub and Telegram. Six active-recovery cases then failed on the
generation-ID assumption. Two same-run historical-hold cases remained
deferred after containment on the old strategy lookup. A preparation
regression then returned no readiness when the historical hold was
stored first.
- Green: 73 selected chat integration tests and 394 continuation, task
Retry, workspace recovery, recovery-state and workspace-preparation
tests passed. The chat tests use the real chat admission and heartbeat
queue. Unrelated capacity stays occupied so no real provider starts.
They assert no executor before containment, one successor afterward,
unchanged source leases while waiting, preserved recovery budgets, and
denial after authority changes. A separate source hold still blocks
work. Both sibling insertion orders pass through the committed-readiness
lookup and real workspace preparation: the new directory has independent
Git storage and files, and unpublished old work remains intact.
- `pnpm -r typecheck`, `node scripts/check-maps.mjs` and `git diff
--check` passed after the review fixes. The source build passed on
`f6660efa48e37a80cd9857217a537606de85b5c8`.
- The local host reached its PostgreSQL semaphore limit. Successful runs
used a test-only loader to reduce disposable cluster connection and
worker limits. No repository database helper or application setting
changed.
- The full local `pnpm test:run` began before the final review edits,
failed in its first server phase and was stopped after those failures.
Later phases did not run. This is not a full local pass. The transient
Retry-notice case passes after fixture isolation; the four Discord
close-owned publication cases also pass in isolation. Other broad-run
failure causes are not established.
- Exact-head CI and security checks pass on
`f6660efa48e37a80cd9857217a537606de85b5c8`; Greptile is 5/5 with zero
unresolved review threads. Optional Paperclip Review completed neutral
with a 5/5 static assessment of all 11 changed files and no findings; it
did not run tests or hosted acceptance. All 57 current-head checks are
terminal: 54 success, two skipped and the optional neutral review, with
no failures or pending checks.
- The real hosted workflow confirmed that the deployed absence repair
recorded containment. A later ordinary UI Retry was accepted and saved a
durable request, but it remains behind the historical source hold. The
useful existing review remains unchanged. This follow-up is not
deployed; a live successful successor and final task disposition remain
unverified. No missing files are claimed recovered.

## Risks

- The existing task reconciliation sweep can restage a deferred chat
action. This reuses its receipt and generation; it does not grant new
execution or publication authority.
- Dispatch must keep the board Retry identity separate from the
connected request's principal. The regression checks these bindings and
preserves current chat authorization at each phase.
- Historical holds reuse a strategy only from the locked same-run
recovery that names the current Retry intent. A different run, malformed
recovery record or independent source hold remains fenced.
- Unknown executors without a matching active recovery still fail
admission. Promotion and execution require containment even when
admission saved a wait.
- No schema or API shape changes. No credential changes, manual
deployment or service restart.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 07:51:34 -07:00
DottaandPaperclip 3bd709df8b Operationalize Product E2E accounting, tracing, and scheduling (#17009)
## Thinking Path

> - Paperclip manages agents and the work they perform.
> - Product E2E tests exercise real agents, tools, setup and cleanup.
> - Repeated runs need retained costs and traces, including failed
attempts.
> - A passing retry must not hide earlier spending or feedback.
> - Recurring work also needs admission limits, private reports and
failure detection.
> - This change supplies those controls while keeping paid activation
behind existing gates.

## Linked Issues or Issue Description

Refs #16996 and #17158. This is the consolidated landing of the reviewed
eval operations stack: #17019, #17024, #17025, #17027, #17030, #17033,
#17035, #17038, #17043, #17044, #17048, #17050, #17051, #17092, #17096,
#17100, #17107, #17109, #17112, #17115, #17117, #17121, #17123, #17127,
#17130, #17133, #17134, #17137, #17140, #17143, #17154. The repository
permits squash merges only. A local rehearsal showed that squashing each
slice into master causes repeated conflicts in dependent slices. This PR
preserves their commits and lands their combined implementation in one
reviewed integration. Superseded slices will close after this merge.

## What Changed

- Retain every attempt's cost receipt, including setup, failures,
interruptions and retries. Separate reported amounts, estimates, missing
costs and reserved capacity in reports and dashboards.
- Add bounded request admission, exact model pricecards, gateway error
accounting, cache policy and reconciliation evidence. Refuse unsupported
routes and requests that cannot fit the allowance.
- Integrate Braintrust gateway traces and OTLP correlation, with secret
filtering and experiment imports. Record phase timing, including setup,
feedback capture and cleanup.
- Collect complaint and suggestion evidence after each attempt,
including recovery after failures. Retain explicit review dispositions
independently from the product grade.
- Add gated daily and weekly selections, measured forecasts,
setup/readiness checks, wall-time limits and retained monitor
notifications. Include declared non-model overhead in admission while
reporting the existing subscription separately.
- Keep recurring history private, bound uploads and retention, and use
isolated archive environments. Keep public publication an explicit
operation. Report and publication jobs install only the committed
lockfile, with scripts disabled and isolated stores; stale pins fail
closed.
- Integrate current master, preserve its Product E2E journey billing and
privacy checks, and test that shared setup receipts do not double-count
estimated agent usage. Preserve upstream fixture repairs.

## Verification

- Complete integration baseline
`0649a5ce7544ab20825c2183d2f421157db49f24` includes master
`a3e1d915a7110a4e115b46396a3f79e6dfb4d05e` and every original stack head
as ancestors.
- On that integration baseline, `pnpm test:e2e:runner:unit`: 4,012
Vitest tests passed, two skipped, across 193 files; all 137 Node
source-contract tests passed.
- Focused billing and Product E2E journey contract checks: 24 tests
passed. They cover estimates, unknown receipts, single-owner setup
costs, browser-only execution and private publication guards.
- Monitor and workflow wiring: all 96 Node tests passed. `node
scripts/check-token-gates.mjs`: all gates clean.
- `pnpm test:e2e:runner:typecheck` passes after the standard Runner
TypeScript build refreshed local declarations. The first attempt
rejected the new master `runner_prepared_launch` union member because
this checkout retained an older generated declaration; the source union
already contained that member.
- Current head `492b0708a1c531a023d9ac10f0f3dc6383cc1754` removes
dependency re-resolution from archive-authorized reporting jobs after
the security scan flagged it. All 15 workflow-security tests pass after
updating the old two-install assertion.
- Hosted [CI run
39965460180](https://github.com/paperclipai/paperclip/actions/runs/39965460180)
passes on the current repaired head, including typecheck, build, general
tests, Runner checks, browser shards and canary dry run. Greptile is 5/5
on this exact head with no unresolved threads. The security scan passes
after the fixed lockfile-resolution thread was resolved.
- Paperclip Review returned a terminal neutral check but an incomplete
0-file assessment on the repaired head: its platform blocked both diff
responses as prompt-injection content. This is not a successful code
review. No bypass or fabricated pass was attempted; current-head
Greptile, security and hosted CI are independent gates.
- No paid test, reservation release or recurring-run activation
accompanies this landing. Live route qualification and invoice
reconciliation remain separate evidence.

<details>
<summary>Retained earlier validation failures</summary>

Earlier broad local runs had two 15-second test timeouts (CLI poll
cadence and Retry validation), one embedded-database setup timeout, and
later PostgreSQL semaphore exhaustion. The exact timed-out tests passed
separately without larger timeouts; the broad-run causes were not
established. Those local failures remain distinct from subsequent hosted
CI results. The independent #17158 fix records its Muse fixture
collision, its UUID correction and hosted verification. Local Muse
execution was also blocked by macOS embedded-PostgreSQL startup. No
historical failure is treated as a successful paid qualification.

</details>

## Risks

- Admission is a local control, not a provider invoice cap. Missing
provider receipts or resource charges retain unknown amounts and holds;
estimates do not become billed dollars.
- The bounded path admits only documented local suites and provider
routes. Ordinary legacy or separate Runner protocol campaigns have
different controls. Merging this code does not qualify additional
routes.
- Recurrence still needs the existing enable gates and current
qualification/allowance evidence. Archive permissions and resources must
match the documented private-environment contract.
- Legacy reports may lack complete attempt or phase evidence. Reports
preserve that limitation and do not infer zero usage from missing data.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools and code
execution. The exact deployment variant and context-window size are not
exposed by this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.1023.0-canary.8
2026-10-23 07:18:37 -07:00
DottaandPaperclip 4173059081 fix(inbox): keep advisory GitHub review waits quiet (#17318)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Mine shows a person's participation and requests that need their
response.
> - Automatic GitHub reviews should remain quiet until the assigned work
needs human input.
> - Review bots used completion requests to keep tasks in review while
CI or a PR was still open.
> - Those requests correctly entered Mine, despite the automatic-work
filter from #16356.
> - This pull request gives published reviews an existing provider-event
wait in the in-review state and withdraws superseded completion
requests.
> - Real input requests and separate approval gates keep their current
behavior.

## Linked Issues or Issue Description

Refs #16356
Refs #13314

An advisory score below 5/5, pending or failed CI, or an unmerged PR
does not by itself require a person's approval in Paperclip. The bot can
track those conditions without adding a completion card to Mine.

## What Changed

- Explain the quiet review lifecycle in the GitHub review instructions.
Use a yielded provider-event wait, or an existing saved monitor, after
publication. Report done when the configured completion conditions are
met.
- Keep a confirmed, published review in `in_review` during that wait.
Reuse existing authorization and monitor delivery. Add no schema, timer,
or polling loop.
- Recognize the committed external wait in review attention and
recovery. Shared execution receives a verified publication flag; GitHub
receipt lookup stays with the GitHub module. Other chat waits keep their
current status.
- Withdraw an older system-created completion request only when the same
bot has published both reviews and its new report has no attention
request. Keep explicit cards, separate approval gates, and requests
without the prior review evidence. Finish validation stays read-only;
withdrawal commits atomically with the new status after checking current
governance, the admitted result, and both low-risk contracts.
- Update the product rule, capability maps, and regression coverage.

## Verification

- Final commit `7c502118eec36028d1b4537bb8797ef893940bf0`: 54 GitHub
checks passed, two intentionally skipped, none pending or failed.
Greptile is 5/5, the security scan passed, and all review threads are
resolved.

- Passed: `pnpm -r typecheck` and `pnpm build`. Rechecked server
typecheck and build after the final authorization guard.
- Passed: 195 tests across `external-chat-wait.integration.test.ts`,
`status-arbiter.test.ts`, `review-instructions.test.ts`, and
`issue-liveness.test.ts`. The database suite used an isolated PostgreSQL
18 container through `PAPERCLIP_TEST_DATABASE_URL`.
- Acceptance coverage: 3/5 stays in review outside Mine; 5/5 with
pending completion conditions stays in review; 5/5 with satisfied
conditions finishes quietly; a real repository-access request enters
Mine until resolved. Also covers obsolete-card withdrawal, transaction
rollback, rejected reports, separate approval gates, multiple reviewed
heads, saved monitors, and revoked endpoints, repositories, or
membership.
- Passed: `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and `git diff --check`.
- The initial acceptance run exposed a missing authenticated user in the
test fixture. Added the user required by the existing addressee
authorization check. All 154 tests in that database suite then passed,
including the final rerun.
- Review found premature withdrawal during validation, stale repository
access, and a missed receipt when a run reviewed multiple heads. The
revision fixes all three and includes acceptance regressions. The
saved-monitor commit guard now accepts the verified published-review
state.
- `pnpm test:run` was attempted but could not complete on this Mac.
Embedded PostgreSQL failed to allocate semaphores (`semget: No space
left on device`); a direct initialization probe confirmed the host
resource limit. The isolated database run proves the affected suite, not
the full repository suite.
- These tests exercise persisted review receipts, finalization, and Mine
queries. They do not prove a live model followed the new instructions or
submit a live GitHub review.

## Risks

- The bot must follow the new lifecycle instructions. A real explicit
attention request still enters Mine.
- Existing obsolete cards are withdrawn when the same bot publishes a
later review and reports no human dependency. This change does not run a
bulk cleanup of historical inbox entries.
- Review attention now recognizes an external response path. It requires
an applied current status decision, a successful bound run, and current
conversation, repository, and principal authorization.
- No migration or UI change. The full local test suite is unverified
because of the host database limit; CI passes on the final commit.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (195 focused tests;
full-suite limitation above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 07:14:40 -07:00
DottaandPaperclip a3e1d915a7 fix(evals): preserve unknown Codex provider cost (#17158)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Direct Runner evals report usage and costs for each attempt.
> - Codex App Server supplies token counts without a provider USD
receipt.
> - The legacy Runner ledger fills an absent cost with zero.
> - The eval result exposed that ledger value as provider-reported cost.
> - This fix keeps provider cost unknown and preserves the estimate and
budget stop.

## Linked Issues or Issue Description

Refs #17009 and #17154. This is a separate direct Runner accounting fix
based on master.

## What Changed

- Codex direct eval usage now reports null provider USD cost with
unavailable provenance. Token counts and the pinned price estimate
remain available.
- Preserve the original ledger amount as optional
`legacyLedgerCostNanodollars`. Keep the original snapshot receipts
unchanged.
- Apply the existing budget ceiling to the retained ledger amount as
well as the token estimate. Correcting a label does not relax admission
or settlement checks.
- Use the unique operator UUID for Muse test company prefixes,
eliminating collisions from the previous 24-bit random suffix.
- Document the cost distinction in the Runner/Evals integration
contract. Other provider behavior and historical artifacts remain
unchanged.

## Verification

- Reproduced both zero and nonzero legacy amounts being labelled as
provider USD cost before the fix.
- The current eval-session contract and entrypoint tests pass (39
tests). The new regression uses the bounded usage consumer and actual
campaign cost projection. It checks unknown provider cost, the separate
estimate, unchanged raw evidence and the legacy ledger budget stop.
- All 15 Runner report, campaign and metrics Node tests pass. Four
adjacent CLI entrypoint/runtime tests also pass.
- Runner TypeScript validation passes with its standard dependency-build
prerequisite; `git diff --check` passes. Both Runner TypeScript
configurations also passed during the original accounting verification.
- Hosted CI run
[39960367674](https://github.com/paperclipai/paperclip/actions/runs/39960367674)
passes on `7d84f138044bac58cdced6baa2d0ec3d63767bb8`, including
typecheck, build, server tests and browser checks. Greptile and
Paperclip Review both report 5/5 on that commit with no actionable
findings.
- The previous CI failure was a PostgreSQL unique-index collision on
`companies_issue_prefix_idx` during Muse fixture setup. Local Muse
verification could not reach test execution because embedded PostgreSQL
timed out during macOS startup (initially reporting a missing zstd
library). The corrected fixture passed in hosted Linux CI.
- Verification used no model calls. Full repository checks were
performed by hosted CI; local verification was scoped to the changed
contracts and fixture.

## Risks

Consumers that assumed Codex always had a numeric provider cost must
handle null. The contract already permits null for other profiles, and
the report consumer retains missing-cost coverage. The legacy amount
remains available as unverified evidence and still triggers the existing
budget stop. Neither the estimate nor that ledger amount proves an
invoice charge. This change does not rewrite old artifacts or qualify
other provider routes.

## Model Used

OpenAI GPT-6 through Codex, with repository tools and code execution.
The exact deployment variant and context-window size are not exposed by
this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 06:36:34 -07:00
DottaandPaperclip 5ef385f7e6 Run reusable Product E2E journeys across deployment targets (#17262)
## Thinking Path

> - Paperclip manages agents and their work.
> - Product E2E tests check complete user journeys.
> - The current harness prepares self-hosted instances.
> - Hosted workspaces need separate authentication, setup, and cleanup.
> - The same in-app story should run on either deployment.
> - This pull request adds deployment targets and explicit
prerequisites.
> - The private Cloud adapter owns fleet access and lifecycle
operations.

## Linked Issues or Issue Description

**Subsystem affected**

Product E2E harness, fixture registry, and reports.

**Problem or motivation**

Self-hosted test setup cannot qualify a deployed Cloud workspace.
Copying each story into a second harness would make its assertions
diverge.

**Proposed solution**

Add explicit deployment targets, setup recipes, and ordered campaigns.
Reuse a no-model task-properties story on both deployments. Let fresh
Cloud onboarding provide verified context for that same story. Keep
Cloud lifecycle and credentials behind a private target provider.

**Roadmap alignment**

This supports Cloud deployment qualification and the existing agent eval
system. It adds no application endpoint or scheduler. Related work:
#17112. The separate onboarding gateway UI prerequisite is #17253.

## What Changed

- Add explicit target configuration and a credential-free preparation
preview. Keep historical selectors and the current `--all` matrix
unchanged.
- Resolve requested fixture prerequisites, including a run-owned backlog
task prepared before measurement. Reuse verified onboarding context
without counting recipe setup as onboarding coverage.
- Add task assignment persistence and the actual onboarding parent/child
first-task journey, with an independent artifact oracle and native trace
requirement.
- Preserve failed boundaries and blocked dependents, deployment
identity, costs, phase outcomes, and private evidence in the existing
dashboard.
- Validate success assertions and accounting before successful cleanup.
Bound collection by the campaign deadline and cleanup/evidence hooks by
a separate ten-minute grace, with cancellation and stop-only fallback.
- Stage dashboard rendering separately so a timed-out renderer cannot
overwrite retained failure results. Add evidence finalization hooks so
the private provider can save evidence before target deletion and lease
release.
- Reject private journey bundles in the public history publisher.
Browser-only results have no model or provider.

## Verification

- The unchanged task-properties story passed on managed self-hosted and
a registered testing Cloud workspace. Authentication, setup, journey,
collection, and cleanup passed. Model calls: zero. Earlier attempts
remain private and retained.
- Final journey and report tests: 96 passed in eight files. Catalog
compatibility: 39 passed. The wider focused run exposed three stale
master catalog expectations; these now match the already shipped
case-handoff v4 metadata and four-cell matrix. The default 385-cell
selection is unchanged.
- Review regressions reproduced premature success for a zero-request
receipt and a missing required assertion. Both now fail before success
cleanup while retaining cost receipts. The initial lifecycle fixes
passed 33 checks. A subsequent review exposed a late renderer write that
could erase saved failures; rendering now writes into isolated staging
and publishes HTML only after it settles. Combined campaign,
fixture-contract, and retained-report checks: 67 passed, including late
writes, delayed timer callbacks, stalled collection, release, stop,
evidence hooks, and browser close. Harness typecheck passed after the
fixes.
- A broader harness unit attempt completed 3,601 passing cases, two
failures, and two skips. The failures exposed a stale Pi count and an
omitted active Copilot fixture in the Daytona image input closure. The
focused compatibility fixes passed 83 tests. After all source fixes, the
full harness support suite passed: 160 files, 3,621 tests, two skips,
plus 128 native-source checks. The earlier failures remain recorded.
- Harness typecheck, repository typecheck, repository build, map checks,
and Storybook catalog checks passed on the rebased branch.
- The required full `pnpm test:run` attempt timed out after 35 minutes.
It had 1,195 completed passing cases and one chat integration failure
before its first suite completed. That case and nine adjacent cases pass
in isolation. The original failure remains unresolved and retained; this
is not a full-suite pass.
- Current-head remote checks
(`39b2a1ed8c49222fabd1ba8e225cac81bff5c6f7`): 53 passed, two skipped,
none pending or failing. Greptile completed successfully at 5/5 with no
unresolved review threads.
- Fresh paid Cloud onboarding, dependent reuse, and disposable cleanup
have not been qualified live. They require deployment of the separate UI
prerequisite and actual Cloud gateway budget admission. The trusted
Cloud workflow remains disabled.

- Final live verification at `39b2a1ed8c`: the unchanged shared story
passed on managed self-hosted and the registered testing Cloud stack
using the prepared backlog-task recipe. Both cleaned up successfully
with zero model calls. Independent private S3 checks confirmed final
evidence and released QA identity/stack leases. Cloud evidence remains
private.

## Risks

- A deployed UI or Cloud control-plane change can invalidate selectors
or provider contracts. Version drift fails the attempt.
- Cloud evidence and lifecycle recovery are private-provider
responsibilities. A pending cleanup or evidence upload must keep the
target unavailable for reuse.
- No release is deployed or pinned by this change. No automatic story
retry is added. The initial pilot retains its explicit $10, one
disposable workspace, and 30-minute bounds.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and delegated agents. The runtime does not expose a more
specific deployment model identifier or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 06:27:49 -07:00
DottaandPaperclip fbaf3c6ed2 feat(onboarding): connect a custom AI gateway (#17253)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A person must connect an AI account when they set up the first
agent.
> - The existing connection form supports custom Responses and Messages
gateways.
> - First-agent onboarding does not expose that form or its saved model
list.
> - A person who uses a custom gateway cannot complete this setup
through the normal controls.
> - This pull request adds the existing gateway form to onboarding and
requires a model before Connect.
> - The person can save the account first, then choose Connect to test
the environment and hire the agent.

## Linked Issues or Issue Description

Refs #14104. This addresses the missing custom endpoint option during
first-agent onboarding.
Refs #15103. That issue also covers other adapters and the separate New
Agent wizard.

Related source review:

- Refs #15884. That proposal adds a Local LLM source, changes
private-network HTTP validation, and uses OpenCode. This change uses
existing gateway routing and preserves the explicit environment test
before hire.
- Refs #14006. That proposal adds new providers and connection methods.
This change uses the existing OpenAI and Anthropic managed connection
contracts.

**What existing behavior does this improve?**

The API-key step of first-agent onboarding for Codex and Claude.

**Current behavior**

The wizard accepts a direct provider key but does not expose custom
gateway setup or the saved gateway model list.

**Proposed behavior**

Choose Use a custom gateway. Save its URL, key, and models through the
existing connection form. Select a saved model. Choose Connect to run
the normal environment test and hire the agent with the managed
connection binding.

**Reason and benefit**

People can complete onboarding with an existing custom gateway. They can
save the connection before any agent test starts.

**Breaking changes**

No API, database, or routing schema changes. The new path applies to
Codex and Claude API-key setup. Existing direct-key setup remains
available.

## What Changed

- Add a small onboarding dialog that reuses `AiProviderSetup` for
Responses or Messages gateway connections.
- Let the shared setup form use Save connection as its submit label in
this dialog.
- Bind the saved account to the current company and adapter. Clear its
selection when the person changes companies or chooses another API key.
- Load the saved connection's models. Require a model before Connect can
test the environment and hire the agent.
- Show a loading state, a visible error, and Retry loading connection
when the saved connection lookup fails. Reuse the shared lookup cache
and preserve the model hook contract for existing consumers.
- Cover saving, model selection, delegated account use, secret exclusion
from drafts and hire payloads, and Cmd+Enter in the gateway dialog.

## Verification

- Focused UI verification: `pnpm --filter @paperclipai/ui exec vitest
run src/components/OnboardingWizard.test.tsx
src/components/ai-connections/AiProviderSetup.test.tsx` — 187 tests
passed across two files.
- The first focused attempt had one test-only failure because its
fixture lacked `TooltipProvider`. The fixture now supplies that
provider. The complete focused run then passed all 187 tests.
- The new test confirms that saving the connection and pressing
Cmd+Enter in its dialog do not call the adapter test or hire API.
Connect remains disabled until model selection. Connect then uses the
selected model and managed connection for both test and hire.
- Rebased onto `origin/master` at
`042051904d368f5514e287e5ca8e404dc8f78a0d`. The two focused UI files
passed all 187 tests again on the rebased tree.
- UI typecheck passed on the rebased tree. The first attempt found
missing generated Plugin SDK declarations in the fresh worktree. `node
scripts/ensure-plugin-build-deps.mjs` built the local shared and SDK
artifacts. The Storybook catalog check and `tsc -b` then passed.
- Reused installed third-party packages from the unchanged lockfile.
Worktree-local workspace links pointed at the rebased source. No older
workspace source was substituted.
- The full token gate checks and `git diff --check` passed in this
isolated worktree.
- An earlier wider local repository run failed in a chat-channel test.
That failure was not investigated in this isolated UI follow-up and
remains part of the verification history. The complete CI suite for this
PR later passed on the reviewed commit. Deployed gateway acceptance has
not been run.
- Review follow-up: reproduced the failed saved-connection refresh
before the fix. The new test failed because the page did not show the
lookup error. The page now shows the error and Retry loading connection.
Connect stays disabled until lookup and model selection succeed.
- The new failure-and-retry test uses separate response objects so cache
mutation cannot hide a failed refresh. It also proves that save and
retry do not probe or hire an agent.
- The expanded regression initially needed a corrected mock return type.
After that correction, all 199 tests passed across OnboardingWizard,
AiProviderSetup, and useConnectionModels. UI typecheck, all token gate
commands, and `git diff --check` passed.
- The review fix is pushed at
`12b4e9cb8528ba44af377315ba39fe3fbccae7bd`. All 53 active CI and
security checks passed on that exact head. Two Storybook checks were
skipped. Greptile completed with 5/5, and there are no unresolved review
threads. The earlier local chat-channel failure remains recorded above.
- No live Cloud gateway campaign or candidate deployment has been
completed for this product change.

## Risks

- Gateway setup adds a nested dialog inside onboarding. Its key events
must not submit the parent wizard. The Cmd+Enter regression test covers
this boundary.
- A saved connection can offer no model list. That state permits an
explicit model ID and still requires selection before Connect.
- Saving a connection proves that it was stored. The normal Connect
action remains responsible for runtime validation. A successful mocked
UI test does not prove gateway reachability from a deployed runtime.
- `ROADMAP.md` already includes personal and shared AI accounts and
multi-model teams. This is a scoped extension of those capabilities. It
does not add a provider, a protocol, or wider URL access.

## Model Used

OpenAI Codex, GPT-6 family. The exact deployment model ID and context
window are not exposed in this session. The agent used reasoning, tool
use, code editing, and local test execution. No unverified model ID or
context size is claimed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 06:26:39 -07:00
Nicky Leach f5b6721ae0 Use the admitted session directory in native task prompts (#17310) 2026-10-23 05:48:09 -07:00
Nicky Leach 583ec2443a Read deliverable files before locking mutation rows (#17309) canary/v2026.1023.0-canary.7 2026-10-23 05:46:38 -07:00
Nicky Leach 412914cfa7 Read native plugin task output files on the execution host (#17285) 2026-10-22 23:38:09 -07:00
Devin FoleyandPaperclip d69631b01b feat: reopen a fresh workspace with a warning when its restore point expired (#17269)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #17248 and #17257 let git cache expiration remove closed issues'
worktrees after saving encrypted restore points
> - Restore points are kept for 90 days after an issue tree closes, then
deleted
> - Reopening a workspace whose restore point had expired failed, so the
issue could not get a workspace back
> - This pull request starts a fresh workspace on the same branch
instead, and warns that the saved work is gone
> - The benefit is that old issues can always be resumed, with a clear
record of what was lost

## Linked Issues or Issue Description

Refs #17248, #17257. Bug report described in-PR (bug report template).

**What happened?**
After `PAPERCLIP_GIT_RESTORE_POINT_RETENTION_DAYS` passes, the retention
worker marks the restore point expired and deletes it. Reopening that
workspace then fails with the git cache restoration error, every time.

**Expected behavior**
Reopening succeeds with a fresh workspace on the issue's branch, and the
issue says that unsaved work from before the cleanup is no longer
available.

**Steps to reproduce**
1. Enable restore points and let a closed issue's worktree expire with
unsaved work.
2. Let its restore point expire.
3. Reopen the issue: the workspace rebuild fails.

**Paperclip version or commit:** `master` at 650581b2f0.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

- **Detection:** `gitRestorePointExpired(recipe)` is true when the main
restore point or any nested checkout's restore point has `expiredAt`.
- **Reopen** (`execution-workspaces.ts`):
- `restoreGitCacheBase(..., { freshStart: true })` prepares the base
without the saved commit or the bundle.
- The saved recipe is left out of the metadata handed to the runtime,
and dropped from the stored metadata only when the reopen succeeds, so a
failed attempt can be retried and still warns. The runtime recreates the
worktree on its branch: the branch tip if the repository still has it,
otherwise a new branch from the base ref. When the expired recipe had
nested checkouts, the project's repositories are prepared with
`prepareProjectRepositoryWorkspaces` (without the expired saved state)
right after the worktree is recreated and before the provision command
runs, with the same copy identity and access rechecks as other reopen
copies.
- The result carries `warning`, the `execution_workspace.reopened`
activity records `restorePointExpired` and the warning, and a system
comment on the issue posts the warning in the same transaction.
- **Retention:** `markGitRestorePointExpired` now also marks nested
checkouts' restore points, matched by object key.
- **Docs:** `doc/recoverable-disk-cleanup.md` describes the fresh start.

No code comments were added.

## Verification

- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration.test.ts` (in `server/`): 13
passed. New case: an expired restore point reopens fresh with the
warning and the system comment, on the original branch, even after the
base lost the branch and its unpushed commit; the recipe is gone. A
first attempt that fails keeps the expired recipe, and the retry still
warns and comments exactly once.
- New nested case in `git-workspace-expiration.test.ts`: an expired
nested checkout restore point is marked on the checkout entry and
reopens fresh with the warning, with the nested repository cloned again
at its pushed commit and without its expired uncommitted files.
- **Mutation checks:** each of these fails a case:
  - removing the fresh base path (reopen fails);
  - removing the system comment;
  - handing the runtime the old recipe;
  - dropping the stored recipe before the rebuild succeeds;
  - marking only the main restore point expired;
  - skipping nested repository preparation on a fresh start.
- `pnpm exec vitest run git-workspace-expiration git-workspace-contents
git-restore-point execution-workspaces` plus the environment selection
and heartbeat resume suites (in `server/`): 257 passed.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke.

## Risks

- **Only with restore points enabled:** recipes get `expiredAt` only
from the restore point retention worker, so nothing changes otherwise.
- **Lost work is intended:** the fresh workspace has no uncommitted
files and, when the repository no longer has the branch, no unpushed
commits. The warning says so.
- **Recipe dropped:** after a fresh start the workspace no longer
carries the expired recipe, so later expirations start from a clean
slate.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
beta/v2026.1023.0-beta.0 canary/v2026.1023.0-canary.6 nightly/v2026.1023.0-nightly.0
2026-10-22 22:20:52 -07:00
Nicky Leach 2cd6eb27c7 fix(runner): record the plugin-prepared working directory (#17243) canary/v2026.1023.0-canary.5 2026-10-22 20:42:26 -07:00
DottaandPaperclip 4c57da3708 fix(recovery): continue Retry after verified sandbox absence (#17267)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Task Retry must reconcile a stopped native execution before starting
another one.
> - A retained sandbox can disappear while workspace preservation is
pending.
> - A tenant-key error does not prove absence, especially after
credential rotation.
> - This pull request accepts only a short-lived Cloud observation bound
to the exact source and current preservation owner.
> - Normal Retry admission can then continue in a fresh workspace
without claiming that missing files were recovered.

## Linked Issues or Issue Description

**What happened?**

A native run stops with workspace preservation pending. Its Daytona
allocation no longer exists. Recovery tries to reopen it, then cannot
confirm a stop. The ordinary Retry remains deferred behind cleanup and
repeats a transient failure.

**Expected behavior**

Cloud must independently confirm absence in the recorded provider
organization. Core must verify that proof and settle executor
containment under the current physical owner. Normal Retry admission
must enforce all existing gates and create at most one successor. The
old run must remain failed and missing files must remain unavailable.

**Steps to reproduce**

1. Persist a failed native run with a retained Daytona lease and an
exhausted workspace-recovery generation.
2. Remove the exact provider allocation so reopen and stop cannot
confirm it.
3. Request ordinary task Retry.
4. Observe that recovery reports `provider_unavailable` and leaves the
Retry deferred.

**Paperclip version/commit**

Reproduced on source based on `6d44b80a5edbcc9f69bfc3d520994e70aa9fab6d`
with the prior preservation and Retry repairs present.

**Deployment mode**

Cloud tenant with native Runner and a retained Daytona source. The local
acceptance uses real Core, Cloud, PostgreSQL, signatures, native Runner
and UI, with deterministic model and provider HTTP boundaries.

Refs #16962, #16965, #17053. These repairs cover completion proposals,
durable Retry and retained-source reopening. They do not establish
absence of a missing provider allocation. Related #16809 preserves
orphan sandbox leases; this change requires independent proof before
settling an absent allocation.

## What Changed

- Add an HTTPS client for a purpose-separated, host-bound Cloud
sandbox-absence capability.
- Verify signature, audience, stack, expiry, source identities and
current physical-owner token.
- Settle only executor absence with a metadata and owner
compare-and-set. Preserve source protection and record that workspace
contents are unavailable.
- Leave successor creation, approval, pause, budget and uncertain-effect
checks to normal Retry admission.
- Document the protocol and update the recovery maps.

## Verification

- Red: the new persisted-state regression returned
`provider_unavailable` and scheduled recovery on the unfixed code.
Expected: `source_unavailable` with a contained old execution.
- Green: 384 focused tests pass across workspace recovery, signed
absence, explicit continuation, ordinary Retry, workspace preparation
and provider-owned fresh workspaces.
- Signature tests reject forged, expired and mismatched proofs. HTTP
failures or missing configuration grant no authority.
- Two missing allocations are both reconciled before Retry. A simulated
interruption reuses the first durable absence receipt.
- Concurrent Retry admission produces one queued fresh successor. It
records no successful old result and no recovered-file claim.
- Browser acceptance at this change: one ordinary Retry, two provider
absence reads for two retained sources, one fresh native execution,
useful confirmation and Done after reload. The old run remains failed.
Existing saved review and newer local file bytes remain unchanged. The
deterministic model does not perform external publication; this is local
protocol acceptance, not live provider recovery.
- `pnpm typecheck`, `pnpm build`, and `node scripts/check-maps.mjs`
pass.
- A complete local `pnpm test:run` pass was not obtained. The first run
hit a 15-second timeout in an unchanged status-card test. It was stopped
to apply review fixes before the remaining phases ran. The unchanged
status-card suite then passed 25/25 in isolation with the repository
short temporary-path convention.
- CI exposed a chat nonduplication assertion that compared unordered
database rows. The assertion now sorts both complete row sets by run ID.
Its focused test passes.
- All 58 current-head checks are terminal on
`1e2e881f6b6b1ae1fbfe1f2b2922657ce46e1470`: 55 success, two unaffected
Storybook skips, and one neutral advisory review. Required CI, build,
E2E and security checks pass. Greptile is 5/5 with no unresolved
threads. The optional Paperclip review is neutral advisory 5/5 with
nine-file source coverage and no findings; it did not independently run
tests.
- One unchanged native-runtime test timed out at five seconds on its
first CI attempt. Its suite passed 33/33 in isolation; a single retry of
that lane passed without code changes.

## Risks

- The companion Cloud endpoint must ship before this consumer. Older or
unavailable Cloud versions return no proof and retain the current hold.
- A valid absence receipt permits a fresh workspace attempt. It cannot
restore missing remote files, establish task success or authorize
repeating an uncertain external effect.
- This PR has not been deployed. The original task remains unrecovered
pending rollout and reconciliation of its existing Retry.
- No schema, credential, provider-resource or fleet changes are
included.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, source inspection, code
execution and browser tools. The exact backend variant and
context-window size are not exposed by this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 22:31:52 -05:00
Devin FoleyandPaperclip 5ef783d971 feat: expire idle open issues' worktrees with restore points (#17271)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #17248 and #17257 let git cache expiration remove a closed issue
tree's worktree after saving an encrypted restore point
> - Issues that stay open but go untouched for weeks still keep their
worktrees forever, so disks keep filling
> - This pull request expires those idle worktrees the same way, and has
the next run restore its workspace automatically
> - The benefit is bounded disk use for stalled open work, with nothing
lost when work resumes

## Linked Issues or Issue Description

Refs #17248, #17257. Bug report described in-PR (bug report template).

**What happened?**
With restore points enabled, expiration only considers worktrees whose
whole issue tree has been `done` or `cancelled` for a while. A worktree
whose issue stays `todo`, `in_progress`, `blocked` or `in_review` with
no activity for weeks is never removed.

**Expected behavior**
An open issue's worktree that has been idle long enough is saved to a
restore point and removed, and the next run on that issue gets it back
exactly.

**Steps to reproduce**
1. Enable git cache expiration and restore points.
2. Leave an issue open with an isolated worktree and no activity for
weeks.
3. The worktree is never removed.

**Paperclip version or commit:** `master` at 650581b2f0.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**Expiration** (`git-workspace-expiration.ts`):
- `isGitWorkspaceExpirationEligible(..., idleCutoff)`: in idle mode the
closed-tree conditions are replaced by idle ones. No issue in the tree,
and no other issue bound to the workspace, was updated after the cutoff,
and no relevant run was created, started or finished after it. Runs of
bound issues now count as relevant runs in both modes. Every other check
stays, including no live run, recovery action, unsettled finalization,
environment lease or running service.
- `gitWorkspaceLastActivityAt` returns the latest of those timestamps,
sharing the same tree and run scope.
- `expireReconstructableGitWorkspace` takes `idleCutoff` and passes it
to all three eligibility checks.

**Reaper** (`execution-workspaces.ts`):
- For an open tree's isolated git worktree, when restore points and git
cache expiration are on and `idleMs` is set, the reaper computes the
idle deadline (last activity + `PAPERCLIP_GIT_RESTORE_POINT_IDLE_DAYS`).
- Before the deadline, it records the deadline, so the next sweep wakes
then. Open trees cause no recurring checks before that.
- At the deadline, it runs expiration with a restore point. A kept
workspace is retried after an hour, like terminal ones.
- An expiration interrupted after archiving (`completed: false`) is
resumed by later sweeps even while the tree is open, with a retry
scheduled until cleanup finishes.

**Runs** (`heartbeat/environment-selection.ts`):
- When a run's issue is bound to a workspace that git cache expiration
removed (archived, `workspaceRemoved`), the run reopens it as the agent
through `reopenClosedIsolatedExecutionWorkspaceForIssue`, with the
restore point applied.
- It then clears the reopen fence, since the live run now holds the
workspace, and continues with the reopened row.
- A failed restore fails the run instead of silently starting a new
workspace.
- Comments and agent updates on the issue already reopened closed
workspaces through the issue routes.

**Config:** `PAPERCLIP_GIT_RESTORE_POINT_IDLE_DAYS` (default `7`, `0`
turns idle expiry off). Docs in `doc/recoverable-disk-cleanup.md` and
`doc/DEVELOPING.md`.

No code comments were added.

## Verification

- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration.test.ts -t "idle open
issues"` (in `server/`): 7 passed, with real repositories and embedded
Postgres.
- **Round trip:** an open issue's worktree, idle for 8 days with unsaved
work, is skipped without idle mode, expires with a restore point in idle
mode, and reopens exactly.
- **Kept:** issue activity 3 days ago, or a run finished 2 days ago,
keeps the worktree.
- **Interrupted:** an idle expiration interrupted after archiving is
finished by the reaper while the issue stays open, and reopens exactly.
- **Shared workspace:** a recent update on another issue bound to the
workspace keeps it, and moves the last activity time.
- **Reaper:** before the deadline the sweep skips the worktree and
schedules exactly that deadline; at the deadline it expires it with an
active restore point. With idle expiry off, nothing is scheduled or
expired.
- `pnpm exec vitest run
src/services/heartbeat/environment-selection.test.ts` (in `server/`): 14
passed. New cases: a run reopens its expired workspace as the agent,
clears the fence with the reopen's generation and binds the reopened
row; a failed restore fails the run; a workspace archived for other
reasons is left alone.
- `pnpm exec vitest run
src/__tests__/heartbeat-git-restore-point-resume.test.ts` (in
`server/`): 1 passed. Assembled heartbeat journey with no mocked
restore: a real worktree with an unpushed commit and uncommitted notes
is idle-expired, a queued run executes, the agent runs in the original
worktree path with the original workspace id, the commit and notes are
back, the workspace is no longer archived with no reopen fence left, and
the issue stays bound. Disabling the run-side reopen fails it.
- `git-restore-point-expiration-config.test.ts`: the default is 7 and
`0` turns it off.
- **Mutation checks:** each of these fails a case:
  - dropping the idle deadline;
  - dropping the idle cutoff;
  - dropping the run activity condition;
  - not failing the run on a failed restore;
  - not re-reading the reopened workspace;
  - not resuming a pending expiration on an open tree;
  - ignoring bound issues' activity.
- `pnpm exec vitest run git-restore-point git-workspace-expiration
git-workspace-contents execution-workspaces
src/services/heartbeat/environment-selection
src/services/heartbeat/workspace-preparation` plus
`heartbeat-git-restore-point-resume` (in `server/`): 312 passed.
- `pnpm run typecheck` (in `server/`): pass.
- Not run: server build and boot smoke.

## Risks

- **Off unless enabled:** requires
`PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and
`PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true`.
`PAPERCLIP_GIT_RESTORE_POINT_IDLE_DAYS=0` keeps restore points for
closed trees only.
- **First run after idle expiry is slower:** it waits for the restore,
about as long as a reopen.
- **Failed restore blocks runs:** a restore that fails closed (for
example a missing restore point) fails each run on that issue until an
operator fixes or rebinds the workspace. This is deliberate, so work is
never silently continued in an empty workspace.
- **Kept idle workspaces are rechecked hourly**, matching the existing
behavior for closed trees that cannot be expired.
- **Retention:** restore points of open trees are not deleted while the
tree stays open, as before.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
canary/v2026.1023.0-canary.4
2026-10-22 20:02:21 -07:00
Devin FoleyandPaperclip c5ca29dbef fix(claude): prepare compatible sandbox runtimes during onboarding (#17259)
## Thinking Path

> - Paperclip connects agent accounts and prepares their execution
environments.
> - A managed sandbox image can outlive the model defaults shipped by
the app.
> - Claude setup skipped installation whenever a CLI was already on
PATH.
> - The selected model then failed its minimum-version check after
sign-in succeeded.
> - This pull request prepares a compatible private CLI before testing
or running it.
> - Cloud onboarding also stops asking customers to run inaccessible
shell commands.

## Linked Issues or Issue Description

**What happened?**

A new managed Cloud stack completed Claude subscription sign-in. Its
environment test then failed because the snapshot contained Claude Code
2.1.263, while the selected `claude-opus-5-5` model requires 2.1.280.
The screen displayed Manual debug commands that a hosted customer cannot
run.

**Expected behavior**

Paperclip prepares its managed runtime before testing the selected
account. A stale image CLI does not require the customer to upgrade a
server package. Failed preparation still blocks hiring. Cloud does not
display manual shell debugging.

**Steps to reproduce**

1. Start a managed sandbox with Claude Code 2.1.263 on PATH.
2. Connect a Claude subscription and select `claude-opus-5-5` on the CLI
lane.
3. Connect the agent. Installation is skipped because the command
exists, then the version gate blocks the hello test.

**Paperclip version or commit**

Source baseline: `6204239cfc8c3be79fc185cf3f468ebaa0ab1e3e`.

**Deployment mode**

Authenticated managed Cloud with a Daytona named snapshot. The
correction also applies to the default CLI in other managed sandbox
transports.

Related work: Refs #14993 sets model/runtime requirements; Refs #15993
changes native defaults on qualified targets. Neither prepares an
outdated default sandbox CLI on this path. Searches found no open
duplicate.

## What Changed

- Check the actual default CLI against the selected model's existing
minimum version.
- When a sandbox's default command is outdated, install the exact
required npm package into a private versioned workspace prefix. Reuse a
compatible private installation. Keep the image's global CLI intact.
- Verify the private executable and use that same command for the
account hello test and normal CLI runs, with matching command metadata.
Probe effort support after preparing that executable so the chosen
effort is retained. Keep the model, account, engine and permissions
unchanged.
- Return safe preparation checks to environment tests and normal run
logs, distinguishing installation failure causes without returning raw
installer output or credential-bearing URLs.
- Exclude provider and Paperclip credentials from the installer
environment. Preserve the existing failing version gate if installation
or verification cannot succeed. Local, SSH and explicit custom commands
remain operator-managed.
- Hide Manual debug and legacy operator check hints on Cloud and while
deployment metadata is unknown; preserve check messages and details.
Retain self-hosted help and the detailed failed checks. Cloud copy asks
for a retry instead of asking the customer to repair the environment.
- Add subprocess-backed runtime controls, an account-probe regression
and mounted Cloud/self-hosted wizard controls. Update development
guidance and the affected capability maps.

## Verification

- Passed all Claude source suites and the server Claude execution suite
on head `c941ae44c22d8dafec0df033a129e39ce4ebd966`: **412 passed**, one
existing opt-in test skipped. These include the new command/effort
ordering, safe installer diagnostics, environment forwarding and run-log
regressions.
- On final head `0ecae0e9304f495a57524158b3700b8e9bc21cb8`, passed **208
tests** across all 174 mounted onboarding wizard tests and 34 Claude
execution tests. The failure fixture includes the real command-bearing
hint, and execution asserts both metadata command fields agree.
- Passed `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`,
`node scripts/check-maps.mjs` and `git diff --check`. Full typecheck and
build were repeated successfully on final head
`0ecae0e9304f495a57524158b3700b8e9bc21cb8`. [Latest-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39879208694)
is green: 54 checks passed and two skipped, including browser E2E and
serialized database suites.
- The new runtime controls execute real subprocesses with a controlled
installer. They cover an old CLI, an already compatible CLI, failed or
ineffective installation, local/custom commands, and an unknown version.
The probe regression asserts that the hello call uses the private
executable.
- A separate non-root local subprocess check installed the real npm
`@anthropic-ai/claude-code@2.1.280` package. Its private command
reported 2.1.280, the simulated image CLI remained 2.1.263, and a second
preparation reused the private copy. This ran on macOS ARM64. It did not
use a provider account, send a model prompt, or prove live Daytona
behavior.
- Attempted `pnpm test:run`. Embedded PostgreSQL initialization failed
after five attempts on this Mac with `Postgres init script exited with
code null`. The unchanged native-session database cases then failed.
Stopped only that full-suite process tree after recording the repeated
startup failure. No full local-suite pass is claimed; Linux CI must
cover those tests.
- The first new subprocess fixture had a quoting syntax error. It was
corrected before the passing focused runs. The one-off real-package
script first required an ESM extension correction, then passed. Logs
retain both attempts. A new execution assertion initially inspected the
final sandbox cleanup shell instead of the launched command; it now
checks execution metadata. A broader directory selection also picked up
generated `dist` tests whose Markdown fixtures are not copied by the
build (two ENOENT failures). The explicit source-suite run above passes;
no generated-test pass is claimed.
- Apex review: **5/5**, reviewed final head
`0ecae0e9304f495a57524158b3700b8e9bc21cb8`, all five earlier findings
addressed and resolved, no new findings.
- Merge, deployment and a fresh live Cloud subscription test are still
required. No customer account or production runtime was changed by this
branch.

## Risks

- An outdated sandbox needs npm registry access and up to 120 seconds
for one bounded installation attempt. A failed or unverified install
continues to block execution.
- The versioned package uses sandbox workspace storage. Compatible
cached copies avoid repeat installation within that workspace. Existing
runtime cleanup and sandbox lifecycle still apply.
- The compatible version comes from the adapter's existing model-version
contract. This does not add a model fallback or change the selected
execution engine.
- No schema, credential, permission, workflow or lockfile change.

## Model Used

OpenAI Codex, based on GPT-6, assisted with implementation and
verification. The exact serving model ID and context-window limit are
not exposed in this session. Capabilities used: code editing, shell
execution, API inspection and test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [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>
canary/v2026.1023.0-canary.3
2026-10-22 18:44:53 -07:00
Devin FoleyandPaperclip 650581b2f0 feat: give nested managed checkouts their own restore points (#17257)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #17248 lets git cache expiration remove a closed issue's worktree
with unsaved work after saving an encrypted restore point
> - Workspaces with nested `.paperclip-repositories` checkouts were
still kept whenever a checkout had unpushed or uncommitted work
> - On one instance that was the second most common reason expiration
skipped a workspace
> - This pull request gives each nested checkout its own restore point
and restores it when the workspace comes back
> - The benefit is that multi-repository workspaces can be cleaned up as
safely as single-repository ones

## Linked Issues or Issue Description

Refs #17238, #17241, #17248. Bug report described in-PR (bug report
template).

**What happened?**
With restore points enabled, a workspace whose nested managed checkout
has unpushed commits or uncommitted files is still skipped with
`unpushed_managed_checkout` or `dirty_or_untracked_files`. On one
instance, `unpushed_managed_checkout` accounted for 32 of the last 111
expiration checks.

**Expected behavior**
A nested checkout's unsaved work is saved like the main worktree's, and
the workspace can expire and later be restored exactly.

**Steps to reproduce**
1. Use a project with an extra repository, so the task worktree contains
`.paperclip-repositories/<name>`.
2. Commit in that checkout without pushing, then close the issue.
3. With restore points enabled, the workspace is never expired.

**Paperclip version or commit:** `master` at 6d44b80a5e.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**Relaxed checkout check** (`assertReproducibleManagedCheckout(..., {
restorePoint: true })`, used only in restore point mode):
- **Allowed:** the checked-out branch's unpushed commits, plus its
uncommitted, untracked and history-only work.
- **Still blocks:**
- another local branch or tag whose tip the remote lacks and `HEAD` does
not contain (`unpushed_managed_checkout_branches`), because restore
points do not recreate other branches;
- commits in any reflog that are neither on the remote nor in the
bundled history (`HEAD`'s reflog and `ORIG_HEAD`), such as work left in
another branch's reflog;
  - objects reachable from nothing;
  - a `COMMIT_EDITMSG` that matches no commit in the checkout's history.
- **`COMMIT_EDITMSG`:** a nested checkout is a full clone, so its base
git storage check now accepts a `COMMIT_EDITMSG` that matches a commit
in its history, in strict and relaxed mode. It is read only if it is a
regular file of at most 64 KB, opened without following symlinks and
without blocking; anything else keeps the workspace
(`unsupported_commit_message`). The main worktree's existing
`COMMIT_EDITMSG` read uses the same bounded reader. A clean checkout
with only an unpushed commit therefore reports
`unpushed_managed_checkout`, which restore point mode can relax, instead
of `unknown_base_git_files`.

**Capture** (`git-workspace-expiration.ts`):
- **Expiration flow:** strict inspection still runs first.
`unpushed_managed_checkout` is now relaxable. The relaxed prover records
which checkouts need restore points.
- **Storage:** each checkout's restore point is stored under
`.../<generation>/checkouts/<name>/<id>.pcrp`, against a remote-verified
boundary from that checkout. It is recorded on its
`contents.checkouts[]` entry.
- **Activation:** all restore points of the generation are activated
together in the archive transaction. Any nested restore point makes the
recipe `paperclip.git-cache-restoration.v2`, so older servers reject it.
- **Schema:** migration `0374` adds `checkout_name` to
`execution_workspace_restore_points` and includes it in the
live-generation unique index.
- **Final check:** under the expiration locks, each checkout with a
restore point gets the relaxed check and must match its own snapshot.
Checkouts without one get the strict check and must still be clean.
Every restore point, the main worktree's included, records a digest of
its `HEAD` reflog and `ORIG_HEAD` at capture, and that history must be
unchanged, so a commit followed by a reset after capture rolls back.
Rollback drops every restore point reference, returns the recipe to v1,
and supersedes the stored restore points.

**Restore** (`git-workspace-contents.ts`):
- **Re-cloned checkouts:** re-cloning a checkout imports its bundle
before the saved commit is needed. After checking out the saved commit,
it applies and verifies the restore point.
- **Existing checkouts:** the same helper as the main worktree marks a
matching checkout applied, and fails closed instead of overwriting a
diverged one.

**Validation:** `readGitCacheRestoration` and
`savedGitWorkspaceRestoration` validate nested restore point references
against their checkout names. Contents comparison ignores the reference.

**Docs:** `doc/recoverable-disk-cleanup.md` describes nested checkouts.

No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-workspace-expiration.test.ts
-t "restore points for nested checkouts"` (in `server/`): 10 passed,
with a real nested checkout and embedded Postgres. The cases:
- **Round trip:** an unpushed commit and an untracked file in the nested
checkout survive expiration and reopen. The recipe is v2, the restore
point lives on the checkout entry, and a ledger row carries the checkout
name.
- **Another branch:** unpushed work on another local branch keeps the
workspace.
- **Change after capture:** a nested change after capture rolls back,
keeps the files, returns the recipe to v1, and supersedes the restore
point.
- **Only an unpushed commit:** a clean nested checkout with only an
unpushed commit (and its `COMMIT_EDITMSG`) expires and restores.
- **Reflog-only history:** unpushed history held only in another
branch's reflog keeps the workspace.
- **History after capture:** a commit followed by a reset after capture
rolls back, in a nested checkout and in the main worktree.
- **Unsafe `COMMIT_EDITMSG`:** a named pipe, an oversized file, or a
symlink keeps the workspace without reading it unsafely.
- **Mutation checks:** each of these fails a case:
- removing the other-branch check, the per-checkout snapshot check, the
rollback cleanup, or the checkout apply;
  - rejecting a saved `COMMIT_EDITMSG`;
  - dropping reflog coverage;
  - dropping the history digest check;
  - removing the size cap.

Not covered by a dedicated case: a workspace with two nested checkouts
where only one has a restore point.
- `pnpm exec vitest run git-workspace-expiration git-workspace-contents
git-restore-point execution-workspaces` (in `server/`): 232 passed.
- `pnpm run check:migrations` (in `packages/db`): pass.
- `pnpm run typecheck` (in `server/`): pass.
- The server builds, the runtime bundle builds, and
`scripts/server-boot-smoke.sh node server/dist-runtime/index.mjs`
reaches healthy.

## Risks

- **Off by default:** nothing changes unless
`PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true`.
- **Other local branches:** a nested checkout's other local branches are
not saved. Any of them with commits the remote lacks keeps the workspace
instead.
- **Migration:** adds a defaulted column and replaces one partial unique
index on a table only written when restore points are enabled.
- **Rollback:** disable the setting. Workspaces already expired with
nested restore points keep v2 recipes that require this code to restore.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, local server builds and boots,
read-only measurements on live instances).

## 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>
2026-10-22 18:42:22 -07:00
Nicky LeachandPaperclip 989ee668e0 Support provider-owned fresh retry workspaces (#17252)
## Thinking Path

> - Paperclip coordinates AI agents and retains their work across
failures.
> - A retry can require a new workspace while preserving the failed
attempt.
> - Core rejects this recovery strategy for provider-owned storage.
> - Providers should implement the required outcome using their own
storage design.
> - This pull request adds a semantic fresh-preparation contract and
delegates recovery preparation.
> - The benefit is that a supported provider can run a fresh retry
without losing prior work.

## Linked Issues or Issue Description

**What happened?**
A retry that selects `fresh_isolated_workspace` fails with
`fresh_workspace_storage_unsupported` for provider-owned storage.

**Expected behavior**
Core asks a capable provider to prepare new storage and attach verified
recovery files. The failed workspace remains intact.

**Steps to reproduce**
Run a task in a task-capable plugin environment. Let the task fail
without a verified workspace preservation receipt. Retry the task so
Core selects a fresh attempt.

**Paperclip version or commit**
6204239cf (rebased on current master).

**Deployment mode**
Self-hosted server with a plugin task environment and managed workspace
provider.

Search found no duplicate implementation. This branch includes the
default-provider changes from #17247 and preserves their source
selection behavior.

## What Changed

- Define an opt-in fresh-preparation contract with a stable attempt
identity and verified recovery file descriptors.
- Describe retained-storage and recovery-attachment guarantees without
requiring a Git storage layout.
- Reserve replacement task bindings with revision checks and keep the
failed workspace intact. Projectless and project-backed task
environments both replay their stable attempt reservation.
- Reconcile an interrupted preparation against its reserved workspace
and stable operation identity.
- Stage verified recovery archives at stable transfer paths. Delegate
attachment materialization to the provider.
- Preserve projectless attempt directory identities through later turns
and pin the intent into each execution lease.
- Protect fresh intent and projectless ownership from caller metadata
replacement or injection.

## Verification

- SDK workspace-provider tests: 4 passed.
- Targeted reservation and task-dispatch tests: 31 passed.
- Recovery transfer staging and lifecycle focus: 7 passed. The separate
cache-cleanup failure reconciliation case also passed.
- After rebasing on current master, 7 focused preparation and ownership
cases passed. These cover inherited provider defaults, fresh
preparation, stable projectless identity, and authorization denial.
- The focused metadata authority regression passed, including forged
intent, replacement, and null metadata patches.
- Three assembled interrupted task-reservation cases passed:
projectless, project with a saved source, and project with a newly
selected default source.
- Targeted tests use worktree SDK sources. No full local build or
typecheck ran.
- Local checks remain targeted as requested. Latest-head GitHub CI
passed: 54 successful checks, including typecheck, build, server suites,
Runner validation, and E2E shards; 2 unrelated Storybook checks were
skipped.
- Greptile reviewed commit 73595b0c61 at
5/5 with zero unresolved threads.
- Live VM E2E has not run.

## Risks

- Existing providers retain their existing behavior. Fresh attempts
require explicit version support.
- The companion provider implementation must materialize recovery
snapshots safely and preserve the old workspace.
- Fresh retries require the companion provider implementation. Providers
without the version marker fail closed.

## Model Used

- OpenAI GPT-6.1 (`gpt-6.1-sol`), reasoning and coding tools. The
runtime does not expose the context-window limit.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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>
canary/v2026.1023.0-canary.2
2026-10-22 17:46:27 -07:00
Devin FoleyandPaperclip 35bd7f6059 Reduce encrypted event retries and GitHub run-query transfer (#17251)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Cloud connector delivers encrypted GitHub events to an instance.
> - One failed inner event currently rejects the whole authenticated
batch.
> - Healthy events then remain unacknowledged and are downloaded again.
> - GitHub response and check reconciliation also reads full run records
when it needs only ownership and status.
> - This pull request isolates inner failures and narrows those run
projections.
> - Valid events can finish while failed events remain available for
recovery.

## Linked Issues or Issue Description

**What happened?**

An inner App event encrypted with an unavailable key causes
`leaseEvents` to reject the complete batch. No sibling can finish or
acknowledge. Repeated retries download the same encrypted payloads.
Separately, GitHub response and check reads load prompts, runtime
profiles, results, and log excerpts that their callers do not use.

**Expected behavior**

Authenticate the outer batch and lease before handling individual
events. Process valid siblings independently. Retain failed events
without acknowledging them. Read only the current run fields needed for
response ownership and status checks.

**Steps to reproduce**

1. Seal one event for an old instance key and another for the current
key.
2. Put both events in a correctly authenticated outer lease.
3. Observe that the old client rejects the whole lease.
4. With this change, the valid event processes, the failed ID is
reported locally, and only completed events acknowledge.

No public issue exists. The change does not add a provider integration
or duplicate a roadmap feature.

## What Changed

- Keep outer authentication, environment checks, and lease binding
strict.
- Isolate inner decryption and route-binding failures. Return their
authenticated IDs only to the local poller and count them as failures.
- Leave failed events unacknowledged in the broker. Continue processing
and acknowledging healthy and duplicate siblings.
- Read only run identity, status, and required request context for
GitHub responses. Read only run ID and status for check reconciliation.
- Cover stale keys, swapped routes, invalid outer bindings, all-failed
batches, large unused run payloads, and cross-company/task refusals.

## Verification

- Connector cryptography suite: 47 tests passed.
- Final connector suite: 50 tests passed, including cryptography and
three real PostgreSQL connection-event tests. These cover acknowledgment
isolation, all-failed batches, and the exact safe warning fields.
- GitHub workflow regression suite after the master refresh: 307 tests
passed, including the large-payload/company/task test (1,084 unrelated
tests skipped by the selection).
- Server typecheck passed after the final source changes.
- `pnpm -r typecheck` and `pnpm build` passed after the latest
conflict-free master refresh.
- The broad local `pnpm test:run` was stopped when the branch was
refreshed; it has no complete passing result. All CI gates passed on the
final commit, including general and serialized server suites, runner
verification, build, typecheck, and end-to-end tests. Apex is 5/5 with
all review comments resolved. The last change removes source comments
and expands docs; both edited TypeScript files emit identical JavaScript
before and after that change.
- A read-only sample compared full run records with the new field sets:
response data decreased by about 96%, and check data by over 99%. This
is serialized query output, not a claim of realized billing savings or
CPU reduction.
- An initial database test setup failed because the local dependency
install omitted native-library symlinks. The package's standard setup
script repaired them. The unchanged test timeout then passed.
- Added lines checked for credentials, customer data, private links, and
internal issue references.

## Risks

Failed inner events remain pending and retry under the broker's existing
lease and retention policy. This change does not recover a lost original
private key or introduce a dead-letter deletion path. Outer
authentication failures still reject the complete batch.

Run projections must retain request provenance and task binding fields.
Existing predicates, ordering, identity validation, and publication
authority remain unchanged. The change has no schema migration and adds
no background timer or new provider call.

## Model Used

OpenAI GPT-6 through Codex, with reasoning and shell/GitHub CLI tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used with version and capability
details
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs
- [x] I have described the issue in-PR following the bug report template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket ID
- [x] Focused local regressions and all CI gates pass
- [x] I have added and updated tests
- [x] I have updated relevant documentation
- [x] I have documented risks
- [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>
canary/v2026.1023.0-canary.1
2026-10-22 17:40:29 -07:00
Nicky LeachandPaperclip 6204239cfc Support installed default project workspace providers (#17247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Storage plugins already own project storage and task checkout
preparation.
> - Core only selected these plugins through an explicit project policy.
> - Installation could therefore leave new and existing projects on
incompatible Core preparation.
> - This pull request adds one generic manifest declaration and one
shared effective-policy resolver.
> - Project configuration shows inheritance while durable workspace
bindings retain their owners.

## Linked Issues or Issue Description

**Subsystem affected**

Plugin contracts, project configuration, and execution workspace
preparation.

**Problem or motivation**

An installed storage provider cannot become the company default.
Projects without an explicit provider keep Core preparation, even when
their execution environment cannot use a Core Git checkout.

**Proposed solution**

A provider declares supported `workspaceProvider.defaultForProjects`
mode and strategy. Company-enabled installations supply inherited
defaults. Explicit plugin selections and explicit Core/local
(`storageProviderPluginId: null`) win. Conflicting defaults require an
operator choice. The declaration and implementation contain no
provider-specific identifiers.

**Alternatives considered**

Rewriting every project would lose the distinction between inheritance
and overrides. Selecting by worker health would silently change storage
on an outage.

**Roadmap alignment**

Extends the existing workspace and sandbox provider contracts. The
roadmap has no duplicate default-provider implementation. Related public
work includes #17243, which covers prepared execution directories rather
than provider selection.

## What Changed

- Add a validated generic default-provider declaration and document it
in the SDK.
- Resolve provider selection and Git defaults consistently in project
responses, source selection, heartbeat source resolution, reservation,
and preparation.
- Keep stored policy separate from effective configuration. Add the
normal project configuration selector for inheritance, explicit plugins,
and Core/local.
- Preserve existing local and plugin workspace ownership. Pin selection
through preparation and keep provider failures visible.
- Add database, API, manifest, heartbeat, and UI regressions. Update the
verification maps.

## Verification

- Targeted Vitest runs cover manifest validation, project defaults and
API access, explicit overrides, existing ownership, new/imported task
inheritance, heartbeat routing, source-free tasks, selection pinning
during setup, and UI configuration.
- Combined policy, provider integration, and heartbeat run: 58 tests
pass; 60 unrelated cases excluded. After the final shared-provider
fallback fix, all 47 policy tests pass, including shared and
operator-mode regressions.
- Server and UI TypeScript checks, SDK build, verification-map
validation, credential-pattern scan, added-comment scan, and `git diff
--check` pass.
- A downstream integration uses this Core resolver and preparation
service with a real storage hook and mocked remote infrastructure. A new
Git project reaches the hook without a stored provider ID.
- Standard Greptile and Apex both scored 5/5 on
5d42998466. All review threads are
resolved.
- Final GitHub CI is fully green on
5d42998466. Browser shard 3 initially hit
a PostgreSQL deadlock during cleanup cancellation, which left an
experiment flag enabled for a later test. A failed-job retry passed all
26 browser tests. The workflow completed successfully on attempt 2. Full
final verification was delegated to CI at the user's request.
- No live provider or hosted tenant run was performed.

## Risks

- Installing one default-claiming provider changes effective selection
for unconfigured projects. Existing explicit settings and workspace
ownership remain intact; incompatible explicit settings fail clearly.
- Each configuration/admission resolution reads installed plugin
metadata and the selected company's enablement. Project list reads share
one catalog query. Selection does not call workers or external
providers.
- Deploy the Core contract before any downstream manifest uses the
declaration. No migration or backfill is required. A downstream
immutable image pin must include this change before packaging its
declaration.
- No merge or deployment is authorized by this PR.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have 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 targeted tests locally and they pass; full gates are
delegated to CI at the user's request
- [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 on
5d42998466ad42400564ba34f48124f40c53fbc5; the branch has no merge
conflicts
- [x] Standard Greptile is 5/5 on 5d4299846 after all fixes, with no
unresolved threads
- [x] Apex is 5/5 on 5d42998466, after
standard Greptile 5/5 on that same head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-22 17:12:29 -07:00
Devin FoleyandPaperclip 6d44b80a5e feat: expire closed git worktrees with unsaved work behind restore points (#17248)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Git cache expiration removes a closed issue's worktree only when the
remote can reproduce it exactly
> - Most closed worktrees hold unpushed commits or uncommitted files, so
they are kept forever and disks fill up
> - #17238 added restore points (an encrypted save of exactly what the
remote cannot reproduce) and #17241 added their lifecycle
> - This pull request lets expiration remove those worktrees after
saving a restore point, and restores them exactly when the work resumes
> - The benefit is bounded disk use for closed work without losing
anything a user could need, behind a setting that is off by default

## Linked Issues or Issue Description

Refs #17238, #17241. Bug report described in-PR (bug report template).

**What happened?**
With `PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and dry run off, one
instance's last 111 expiration checks removed nothing:

| Skip reason | Checks |
|---|---|
| `dirty_or_untracked_files` | 39 |
| `unpushed_managed_checkout` | 32 |
| `live_or_unresolved_consumer` | 21 |
| `unique_ignored_files` | 9 |
| commit not on the remote | 10 |

Without expiration, the terminal workspace reaper archives only merged,
clean worktrees. Closed issues' worktrees therefore accumulate without
bound.

**Expected behavior**
A closed worktree whose only obstacle is unsaved work can be removed
after that work is saved, and restored exactly if the issue is reopened
or work resumes.

**Steps to reproduce**
1. Close an issue whose worktree has an unpushed commit or an
uncommitted file.
2. Enable git cache expiration with dry run off.
3. The worktree is never removed.

**Paperclip version or commit:** `master` at 12bb7e1976.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**Expiration** (`server/src/services/git-workspace-expiration.ts`):
- **When it applies:** with `PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true`
(default `false`), a worktree that fails the reproducibility check for a
relaxable reason is reconsidered once its issue tree has been closed for
`PAPERCLIP_GIT_RESTORE_POINT_TERMINAL_DELAY_DAYS` (default `3`). The
relaxable reasons are uncommitted or untracked files, a commit not on
the remote, reflog or `ORIG_HEAD` history, and ignored `.env` files. A
leftover `COMMIT_EDITMSG` still blocks expiration unless it matches a
commit in the worktree's reflog, because restore points do not save
draft messages.
- **What still blocks:** a relaxed inspection
(`inspectGitCacheRecipeForRestorePoint`) keeps every other check. Nested
managed checkouts, submodules, special git state, local config and other
unique ignored files still prevent expiration.
- **Capture:** inside the existing source and lifecycle locks, a restore
point is captured with the #17238 library against a remote-verified
boundary (the `HEAD` itself, or its merge base with `origin/HEAD`), then
encrypted, uploaded, read back and hash-checked
(`git-restore-point-storage.ts`).
- **Commit before touching disk:** it is activated in the #17241 table
in the same transaction that archives the workspace with a
`paperclip.git-cache-restoration.v2` recipe referencing it, still before
anything on disk is touched.
- **Final check:** under the file locks, the worktree must still match
the captured snapshot (`HEAD`, index, working tree, modes). Otherwise
the existing rollback runs. The rollback now also drops the restore
point reference and returns the recipe to v1, so a later restore can
never apply a stale restore point over the live worktree; the stored
restore point is marked superseded.
- **Failure paths:** the `pending` row is inserted in a transaction that
first registers a `git-restore-points` notification. If the upload or
read-back fails, the row is marked `superseded` so retention deletes any
uploaded object. Nothing is deleted from disk.
- **Encryption key:** restore points are refused
(`restore_point_key_not_durable`) on `s3` storage unless the secrets
master key comes from `PAPERCLIP_SECRETS_MASTER_KEY`.
- **Dry run** reports `restorePoint: true` candidates without storing
anything.

**Restore** (`git-workspace-restoration.ts`, `workspace-runtime.ts`,
`execution-workspaces.ts`):
- **Recipe versions:** `readGitCacheRestoration` and
`savedGitWorkspaceRestoration` accept v1 without a restore point, or v2
with a valid one. Older servers reject v2 instead of restoring the
commit without the saved work.
- **Before the saved commit is needed:** reopening
(`restoreGitCacheBase`) and the runtime path import the bundle when the
saved commit is missing locally.
- **After the worktree is re-added:** the runtime always imports the
bundle, so history-only commits are present again as objects even when
the base was rebuilt (they are not recreated as branches), then applies
the restore point, verifies the result, and records `appliedAt`. Reopen
persists that through a callback, as it already does for saved contents.
- **Never overwriting:** a worktree that already matches is only marked
applied. A worktree that diverged from the saved commit's clean state is
never overwritten; the restore fails closed and can be retried. Missing,
corrupt or expired restore points also fail closed.

**Retention:** the #17241 worker's expiry hook now marks the recipe's
restore point expired before its object is deleted.

**Config and docs:**
- `server/src/config.ts` adds the two settings;
`doc/recoverable-disk-cleanup.md` and `doc/DEVELOPING.md` describe them.
- No code comments were added.

**Not in this PR (follow-ups):**
- workspaces with nested `.paperclip-repositories` checkouts;
- removing idle worktrees of issues that are still open;
- starting a fresh workspace with a warning when a restore point has
expired.

## Verification

- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration.test.ts` (in `server/`): 12
passed, with real repositories and embedded Postgres. The cases:
- **Round trip:** an unpushed commit, staged and unstaged edits of one
file, a deletion, and an untracked file are restored exactly on reopen,
`.env` is dropped, and the restore point is active. Restoring through
the runtime path works the same way, and a later run never re-applies
over newer work.
- **Kept:** a worktree that is not yet due, one with the feature
disabled (today's skip reason), and one whose encryption key is not
durable.
- **Change after capture:** rolls back, keeps the worktree, returns the
recipe to v1 and supersedes the restore point.
- **Missing restore point:** fails closed, keeps the row archived and
unapplied, and fails closed again on retry.
  - **Dry run:** stores nothing.
  - **Reproducible worktrees:** expire as before, with a v1 recipe.
- **History-only commits:** reopen imports them even after they are
pruned from the base.
  - **Draft messages:** a draft commit message keeps the worktree.
- **Upload failure:** a failed upload marks the pending restore point
for cleanup and keeps the worktree.
- **Mutation checks:** each of these fails at least one case:
  - removing the pre-deletion snapshot check;
  - keeping the restore point reference on rollback;
  - removing the runtime apply;
- removing the re-apply guard (the divergence check then fails closed
instead of overwriting);
- skipping the import for a matching worktree, relaxing the draft
message guard, or not marking a failed upload's row.
- `pnpm exec vitest run
src/__tests__/git-restore-point-expiration-config.test.ts`: 5 passed.
- `pnpm exec vitest run git-workspace-expiration git-workspace-contents
git-restore-point workspace-runtime execution-workspaces` (in
`server/`): 529 passed on the first revision. Two
`workspace-runtime.test.ts` cases about remote base refs fail, and they
also fail on unmodified `master` on this machine. After the review
fixes, the expiration, contents, restore point and execution workspace
suites passed again: 222 tests.
- `pnpm run typecheck` (in `server/`): pass.
- The server builds, the runtime bundle builds, and
`scripts/server-boot-smoke.sh node server/dist-runtime/index.mjs`
reaches healthy.

## Risks

- **Off by default:** nothing changes unless both
`PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and
`PAPERCLIP_GIT_RESTORE_POINTS_ENABLED=true` are set. Roll out with
`PAPERCLIP_GIT_CACHE_EXPIRATION_DRY_RUN=true` first to see which
worktrees would receive restore points.
- **Data at rest:** restore points contain source and uncommitted files,
encrypted with keys wrapped by the instance secrets key. Losing that key
makes them unrecoverable, which is why `s3` storage requires an
environment-provided key. Untracked `.env` files are not stored.
- **Interrupted apply:** a crash in the middle of applying a restore
point leaves a worktree that neither matches the restore point nor is
clean. The restore then fails closed rather than overwriting it, and an
operator must reset that worktree to retry.
- **Rollback:** disable the setting. Already-expired worktrees keep
their v2 recipes and restore points, so reverting the code would leave
those recipes unreadable until restored by a server with this change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, local server builds and boots,
read-only measurements on live instances).

## 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>
2026-10-22 16:50:15 -07:00
DottaandPaperclip 9bf7dc0c8f feat(agents): bulk edit connections and default models (#17215)
Add harness-scoped bulk connection and default-model edits to the agent roster, with compatible choices, change previews, per-agent save results, and retries.

Use an icon-based harness filter, keep agent rows readable, remove the status selector and selection hint, and redirect legacy status URLs to the full roster.

Preserve authorization, audit history, unrelated settings, and optimistic concurrency checks through the existing agent update route.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-22 18:47:06 -05:00
Dotta 46760cc588 fix(chat): honor dismissal for all composer requests (#17218)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations show requests in the feed and above the message
composer.
> - Earlier fixes kept dismissed questions in history, but excluded
completion reviews and other request kinds.
> - Closing those forms left a pending badge, and the server could still
demand a response.
> - This pull request saves human dismissal and removes the request from
composer reminders and ordinary completion gates.
> - People can continue the conversation and reopen the request from
history.

## Linked Issues or Issue Description

Related work: #15229 and #15392.

**What happened?**

Dismissing a completion review closed its form but left it counted as
pending. It could return after reload, block a retry, or cause the agent
to demand another response. Raw runtime requests could also lose their
only usable control when dismissed.

**Expected behavior**

Dismissal leaves an accessible request in the feed and clears the
composer form and pending count. It persists after reload. It does not
submit an answer, approve an action, or wake the agent.

**Steps to reproduce**

1. Open a task with a pending completion review or another composer
request.
2. Dismiss the request, then reload the task.
3. Check that the composer stays clear and the feed entry can reopen the
request.

## What Changed

- Add nullable dismissal fields and a human-only dismissal endpoint with
company, private-task access, resolver, and locked review-policy checks.
- Persist saved-request dismissal on the server. Keep browser
persistence for raw runtime requests and existing question dismissals.
- Keep confirmations, choices, item verdicts, suggested tasks, and
runtime requests accessible in the feed.
- Exclude dismissed ordinary requests from completion and retry gates.
Tell agents not to repeat deferred requests.
- Preserve tool, secret, connection, plan, company-policy, and
configured review authorization gates. Expire deferred non-question
requests when their task completes.
- Preserve the selected form when another dismissal finishes saving.
Keep reopened reviews visible through delayed comment refreshes.
- Add a completion-review Storybook test drive and update design, API,
database, and capability documentation.

## Verification

- `pnpm -r typecheck`: passed. The final UI changes also passed the UI
typecheck.
- `pnpm build`: passed. The final UI changes also passed the UI
production build.
- Focused UI and transcript tests: 550 passed across nine files after
merging the current base branch.
- Focused database, completion, and prompt tests: 105 passed across
three files, including two review-policy regressions that failed before
the fix. The tests reject a review requester excluded by current policy,
preserve the pending gate on denial, and permit an independent reviewer
to defer the request.
- Route regression suite: 81 passed, including denial before reading or
mutating a private-task request.
- `pnpm check:token-gates`: passed.
- Map and Storybook structural checks: passed; 30 map/catalog script
tests passed.
- Browser: used the production task-thread components in the
completion-review fixture. Dismissed, reloaded, reopened from the feed,
and dismissed again. No pending badge or composer takeover remained.
Story callbacks simulate API saves; separate server tests cover
persistence and permissions.
- `pnpm test:run`: stopped after the general-server group reported one
failure in `workspace-runtime.test.ts`: "returns a bounded structured
conflict and exposes only same-company workspace references". The same
test passed in isolation (1 passed, 178 skipped). The cause of the
full-suite failure is not established. The full PR CI suite subsequently
passed on e243cbb001; its two authorization review findings are fixed in
9e1b4478b3. Fresh [full
CI](https://github.com/paperclipai/paperclip/actions/runs/39871944846)
passes on 9e1b4478b3, including the previously failing server and
browser shards. All 54 executed checks passed; two optional Storybook
deployment/visual jobs were skipped. The legacy security status also
passed. Fresh Greptile review is 5/5, the security scan passes, and no
review threads remain open. This full CI run settles the merge gate; the
earlier local workspace-suite failure remains recorded above because its
cause was not established.
- Additional verification: the original failing browser journey passed
locally after the delayed-refresh fix. The expanded page-reload case
also passes on 9e1b4478b3 (52.7s): dismiss, reload, reopen, approve, and
receive the actual tool failure in the continuing task. It exposed a
fixture reading an accepted request before tool execution finished; the
fixture now waits for a stored execution result. The first reload
attempt stopped on a still-loading page at the default five-second
assertion; the reload now uses the suite’s navigation allowance. A
controlled server-restart run timed out waiting for server health before
the UI assertions. Local route-suite runs timed out during concurrent
module loading; sequential imports passed all 81 tests, including the
privacy regression.
- Initial verification failures: a missing SDK build and a story fixture
type error were fixed. PostgreSQL bootstrap then failed because the host
had exhausted its semaphore allowance. After explicit operator approval,
64 verified abandoned PostgreSQL semaphore sets were reclaimed; no live
process was stopped. The database regressions then passed. The
raw-runtime regression exposed a missing feed control; the
implementation now preserves that entry and the regression passes.

## Risks

- Apply the additive database migration before the new server code. It
adds two nullable columns and does not change existing decisions.
- A dismissal is shared task attention state. Only a human with task
read access and current resolver/review authority can persist it. Review
policy is checked under the task lock. The operation is idempotent and
records the dismissing user.
- Raw runtime dismissal remains specific to a browser. Saved interaction
dismissal persists across browsers.
- A deferred review is not an approval. Tests retain protected-action
and configured review gates.
- The browser walkthrough uses a fixture. This branch has not been
deployed to a live instance.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-22 18:37:36 -05:00
DottaandPaperclip 042051904d fix(codex): deliver configured service secrets to shell tools (#17216)
## Thinking Path

> - Paperclip lets operators assign tools and credentials to agents.
> - Legacy Codex starts provider processes and builds a separate shell
environment policy.
> - Both ACP and CLI removed every variable whose name contained KEY,
SECRET, or TOKEN.
> - This also removed service credentials that the operator explicitly
assigned, such as SLACK_BOT_TOKEN.
> - This pull request uses the resolved configuration to admit assigned
service secrets by name.
> - Every Codex launch keeps a bounded shell allowlist, including
launches without an agent identity.
> - Assigned scripts can use their credentials without adding unassigned
host secrets to shell tools.

## Linked Issues or Issue Description

Related: #16255. That PR fixes project-level exclude patterns. This PR
fixes the removal of explicitly assigned service secrets and the
fallback to an inherited policy when no agent identity is present.

**What happened?**

A Codex task could not run a Slack posting script. SLACK_BOT_TOKEN was
present in its resolved launch environment, but Paperclip removed its
name from shell_environment_policy.include_only. A live removal check
also showed that an identity-free launch without an explicit policy
could inherit an unassigned host token.

**Expected behavior**

An explicitly assigned service credential reaches shell commands.
Removing that binding removes its shell access on the next launch.
Unassigned host credentials stay outside the allowlist. Codex login
credentials and observability headers keep their separate provider
paths.

**Steps to reproduce**

1. Configure a Legacy Codex agent with a synthetic SLACK_BOT_TOKEN
value.
2. Run a shell command that checks whether the variable exists without
printing its value.
3. Before this fix, the variable is absent. Repeat through ACP and CLI.
4. Remove the binding and run a second turn. Check that neither the
removed token nor an unassigned host token reaches the command.

**Paperclip version or commit**

Reproduced in the executor regressions before the fix on master at
4dfcb4c9b8. The final change is rebased on 25f2d05282.

**Deployment mode**

Source checkout. Local macOS arm64 provider acceptance with Codex CLI
0.160.0 and Codex ACP 1.6.2, gpt-5.6-sol, and an existing ChatGPT login.

## What Changed

- Added one shared Codex shell-name policy for Legacy ACP and CLI
execution.
- Admit explicitly resolved service-secret bindings. Keep Codex login
keys, observability credentials, and private runtime transport tokens
outside that opt-in.
- Reject glob-shaped environment names so one configured name cannot
match other credentials.
- Always emit the bounded policy. Do not fall back to host inheritance
after a binding is removed.
- Updated executor regressions, the identity contract, and the paired
verification maps.

## Verification

- Red before the fix: executor regressions failed because
SLACK_BOT_TOKEN was absent in ACP and CLI, with and without agent
identities.
- Green: 267 tests passed across the two executor suites and the shared
shell-policy suite. Coverage includes host/provider isolation,
unresolved and removed bindings, glob names, identity delivery, and
names-only metadata.
- The complete Codex adapter source suite passed after the CI follow-up:
571 tests passed, 1 skipped across 31 files. Its typecheck also passed.
- The first CI run caught four stale expectations in ACP config and SSH
launch tests. Those now assert the bounded policy and the existing
command/resume behavior. No production code changed in that follow-up.
- Live CLI and ACP acceptance: run a Python presence check through each
real adapter, remove the synthetic Slack binding, and run again. The
assigned token was present only on the first turn. The unassigned host
token and OpenAI API key were absent on both turns. CLI retained its
session; ACP correctly invalidated its session after the configuration
changed. Workspace proof files persisted.
- An earlier live CLI check failed after binding removal because the
no-policy fallback exposed the synthetic host token. The final change
removes that fallback. Both live checks then passed.
- Full pnpm -r typecheck and pnpm build passed. The changed packages
were compiled again after the safety correction.
- node scripts/check-maps.mjs and git diff --check passed.
- The local pnpm test:run attempt reported failures in native
warm-session tests and was interrupted. That full-suite result is not a
pass; PR CI must establish the final repository-wide gate. One named
native failure passed alone, and the complete native executor file then
passed separately (774 tests). The original broad-run failure cause
remains unconfirmed.
- After rebase, one Gemini skill-root case timed out at five seconds
while the broad run was active. The case passed alone, and the full
focused set then passed again at the PR head (267 tests). The earlier
timeout remains part of the verification record.
- An initial broad adapter run failed because sandbox restrictions
denied loopback listeners. Running the same suites with loopback access
passed.

## Risks

- Explicitly assigned service secrets now reach shell commands. This is
the intended behavior change: assigning a credential authorizes the run
to use it, and a model-directed command can read it. This is not a
broker that hides assigned credentials from the model. Operators must
assign only credentials and service permissions authorized for the run.
Configuration and secret-access authorization remain with their existing
owners.
- Superagent initially flagged this intended assigned-credential
exposure as a P2. The inline reply records the trust-model rationale and
the documentation states it explicitly. The security scan on the final
documented revision passed without any check override.
- The launch policy contains names, not values. Log redaction remains in
place. Provider login credentials and observability headers remain
excluded from the service-secret opt-in.
- Identity-free Codex runs now also receive a bounded policy. This
removes reliance on the operator's inherited shell policy.
- Existing explicit project exclude patterns retain their behavior;
#16255 addresses that separate case.
- The change has not been deployed to a shared instance.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.1023.0-canary.0
2026-10-22 18:17:34 -05:00
Devin FoleyandPaperclip 12bb7e1976 feat: track git workspace restore points and apply their retention (#17241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Closed issues' git worktrees pile up on disk because they can only
be removed once the remote reproduces them exactly
> - #17238 adds restore points: encrypted saves of the unpushed and
uncommitted parts of a worktree, so the worktree itself can be removed
> - Those saves live in file storage and must be deleted on a schedule,
and promptly when their issue or company is deleted
> - This pull request adds the table that tracks restore points and a
deadline-driven retention worker, with nothing creating restore points
yet
> - The benefit is a reviewable lifecycle foundation before capture is
wired into expiration

## Linked Issues or Issue Description

Refs #17238 (restore point library). Bug report described in-PR (bug
report template).

**What happened?**
Closed issues' worktrees accumulate without bound. For example, one
instance's last 111 git cache expiration checks removed nothing, because
each worktree held unpushed commits or uncommitted files. Restore points
(#17238) will let those worktrees be removed safely. That needs a
durable record of every stored restore point and a retention policy for
deleting them.

**Expected behavior**
- A restore point is kept while its work can still resume.
- It is deleted a fixed time after its issue tree closes.
- It is deleted promptly when its issue or company is deleted.

**Steps to reproduce**
Not applicable on its own: this adds the lifecycle that the capture
integration will use.

**Paperclip version or commit:** `master` at def4726bea.
**Deployment mode:** any.
**Agent adapter(s) involved:** not adapter-specific (core).

## What Changed

**New table `execution_workspace_restore_points`** (migration `0372`,
schema `packages/db/src/schema/execution_workspace_restore_points.ts`):
- **Columns:** storage key, sha256, size, generation, source issue,
`status`, closing time, review/deletion time (`delete_after`), a
`review_generation` counter and last error.
- **Statuses:** `pending`, `active`, `expiring`, `superseded`,
`delete_requested`, `deleted`.
- **No foreign keys:** a row outlives the deletion of its workspace,
issue or company long enough to remove the stored object.
- **Indexes:**
  - the storage key is unique;
  - live generations are unique per workspace;
- an index on status and deadline serves the worker, and a partial index
on active rows' source issue serves the trigger.

**Issue tree trigger** (same migration):
`paperclip_restore_point_tree_changed` runs after an issue's `status` or
`parent_id` changes, and after an issue is deleted. It walks up from the
issue and from its old and new parents (at most 64 levels). For every
active restore point whose source issue is in that set, it makes the row
due now (keeping an earlier due time) and increments
`review_generation`. This happens in the same transaction, so a child's
deletion or move still reaches its former parent's tree.

**New `server/src/services/git-restore-point-ledger.ts`:**
- **`gitRestorePointRetentionService(db, { storage, retentionDays,
beforeExpire })`.** Each `tick` handles only due work, in batches of 50:
- **Review:** an active restore point is checked when its `delete_after`
time arrives. The due check compares against the later of the worker's
clock and the database clock, so a row the trigger just marked is never
skipped. At review:
- **Tree still open:** clear `delete_after`. The trigger marks it due
again on the next relevant issue change, so open trees cause no
recurring checks.
- **Tree `done` or `cancelled`:** expire
`PAPERCLIP_GIT_RESTORE_POINT_RETENTION_DAYS` (default `90`, minimum `1`)
after the tree's latest close. Expiry moves the row to `expiring`, then
runs an optional `beforeExpire` hook, which the capture integration will
use to mark the workspace no longer restorable. Only then does it
request deletion. An `expiring` row's object is never deleted: after a
restart, or if the hook fails, the hook is retried (after 15 minutes
when it failed).
    - **Source issue gone:** delete.
- **Concurrency:** a review result is written only if
`review_generation` is unchanged since the worker read the row. If the
trigger fired in between (for example, the tree closed or reopened), the
write is skipped and the row stays due for the next run. Expiry and
orphan deletion claim the row under the same check before the expiry
hook runs.
- **Abandoned captures:** a `pending` row older than one hour is
deleted.
- **Deletion:** `superseded` and `delete_requested` rows have their
object removed. They become `deleted` only once `headObject` reports the
object gone. Failures, including a local unlink error the provider
swallows, are recorded in `last_error` and retried after 15 minutes.
- **`nextDeadlineAt`** returns the earliest real deadline, or `null`
when nothing is due.
- **`requestRestorePointDeletion(tx, { sourceIssueId } | { companyId
})`** registers a delivery-work notification and marks the matching
`pending`/`active` rows `delete_requested` in the caller's transaction.

**Deletion hooks:**
- `issueService.remove` and `deleteCompany` call
`requestRestorePointDeletion` in their transactions, so a deleted
issue's or company's objects are removed promptly.
- Child issues cannot be deleted with their parent (the parent link
restricts deletion), so each issue removal goes through this hook.

**Scheduling** follows `rules/sleep-aware-background-work.mdc`:
- `registerGitRestorePointWork` registers a `git-restore-points` queue
with the shared delivery-work coordinator.
- The worker keeps no in-memory inputs. Due work is recorded in the
table, by the trigger or by deletion requests. Each run handles it and
schedules only `nextDeadlineAt`, so a failed run loses nothing and is
retried by the coordinator.
- It runs at startup, at real deadlines, and when terminal-workspace
notifications settle after issue changes, but only while restore points
exist. With nothing due, it schedules nothing. A full batch continues
immediately. There is no timer.

**Config and docs:**
- `server/src/config.ts` adds
`PAPERCLIP_GIT_RESTORE_POINT_RETENTION_DAYS`.
- `doc/recoverable-disk-cleanup.md` gains a "Git workspace restore
points" section; `doc/DEVELOPING.md` documents the variable.
- `drizzle-kit generate` pruned `meta/0367_snapshot.json`, following the
repository's snapshot-retention convention.
- No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-restore-point-ledger.test.ts`
(in `server/`): 26 passed against embedded Postgres, stable across
repeated runs. The cases:
- **Review outcomes:** an open tree clears its deadline and schedules
nothing; a closed tree is scheduled 90 days after its close; a
long-closed tree expires and is deleted; a missing source issue is
deleted.
- **Expiry durability:** a failing hook keeps the row `expiring` with
its object until a retry succeeds; an `expiring` row left by a restart
resumes the hook before deletion; an `expiring` row's object is never
deleted while its hook fails.
- **Trigger:** the last open child closing, a child being deleted, a
child moving to another parent, and the source issue's own status change
all mark the restore point due. Unrelated issues, inactive rows and
already-due rows are untouched. End to end, an open tree's restore point
waits without a deadline, then is scheduled 90 days after its tree
closes.
- **Races:** closing the tree, or reopening it, between the worker's
read and write leaves the row due, and the next run resolves it
correctly. A reopened tree's restore point is not deleted.
- **No rescanning:** 60 retained restore points with future review times
are not evaluated. A backlog of 60 due ones is processed as 50, then 10,
then nothing.
- **Captures and deletion:** abandoned pending rows are deleted while
recent ones are kept; superseded rows are deleted; an object still
present after deletion is not marked deleted; a failed deletion is
retried only after its 15-minute deadline.
- **Deadlines:** the next deadline is correct for each obligation, and
`null` when idle.
- **Deletion hooks:** `issueService.remove` marks only that issue's
restore points, and `deleteCompany` marks all of the company's; the
worker then deletes their objects.
- **Worker:** schedules nothing when idle, and only the next deadline
otherwise; wakes on issue changes only while restore points exist.
- **Mutation checks:** each of these fails at least one case:
  - removing the issue hook or the company hook;
  - making the trigger ignore former parents;
- removing the worker's generation check or the trigger's generation
bump;
- letting storage cleanup delete `expiring` rows, or not resuming the
hook;
  - ignoring open trees;
  - removing the deletion verification;
  - evaluating rows that are not due;
  - dropping the retry deadline.
- `pnpm exec vitest run company-deletion issue-delete issues-service
delivery-work issue-tree` (in `server/`): 190 passed.
- **CI note:** one earlier `Typecheck + Release Registry` run was
cancelled when the GitHub runner received a shutdown signal; it is not a
code failure.
- `pnpm exec vitest run` (in `packages/db`): 211 passed. One run had a
single failure in `issue-comment-derived-attribution-migration.test.ts`,
an older migration's test unrelated to this change. It passed alone and
on the full re-run.
- `pnpm exec vitest run
src/__tests__/git-restore-point-ledger-config.test.ts`: 5 passed.
- `pnpm run check:migrations` (in `packages/db`): numbering and safety
checks pass.
- `pnpm run typecheck` (in `server/`): pass.

## Risks

- **No behavior change today:** nothing creates restore points yet. The
worker runs once at startup, finds no rows and schedules nothing. The
capture integration follows in a separate PR.
- **Trigger cost:** every issue status change, parent change or deletion
now runs a short ancestor walk, plus an `UPDATE` on the new table that
matches only active restore points through a partial index. With no
restore points, the `UPDATE` matches nothing.
- **Missed wakes:** if a wake is ever missed, for example because the
process exits after commit, the due row stays in the table. The worker's
startup run or next deadline processes it.
- **Deletion paths:** issue and company deletion each gain one `UPDATE`
on the new table inside their existing transactions.
- **Migration:** `0372_mature_the_initiative.sql` creates one empty
table, its indexes, and the trigger function with two triggers on
`issues`; nothing is rewritten.
- **Rollback:** revert. The table can stay, since nothing else reads it.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, read-only measurements on live
instances).

## 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>
canary/v2026.1022.0-canary.5
2026-10-22 15:52:04 -07:00
TonioandClaude Fable 5.1 341b622604 feat(ui): Artifacts V1 behind an experimental setting — Artifacts page, panel tab and task thread (#17228)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents produce artifacts: documents, files, pictures, video and
links. The app shows them on the Artifacts page, in the right panel's
Artifacts tab and in the task thread
> - The artifact directions lab (#17213) settled a presentation for
those surfaces, MVP V1, drawn from the PCLP-Core mocks. It is a
reference, not product code
> - Shipping it means product components on product data, token-only,
behind a switch, one surface at a time, so the current presentation
stays the default until the new one has been used
> - This pull request adds the switch (Settings > Experimental >
Artifacts V1), the `--artifact-*` tokens, the V1 primitives as product
components, and the V1 presentation on all three surfaces behind the
switch: the Artifacts page, the panel's Artifacts tab and the task
thread
> - The benefit is the redesign in the product, reversible by one
setting, with every existing behaviour of those surfaces kept

## Linked Issues or Issue Description

No public issue exists. This section follows the feature request
template; the plan is `doc/plans/2026-10-22-artifacts-mvp-v1.md`.

**Subsystem affected**

The web UI (`ui/`): the Artifacts page, the right panel's Artifacts tab
and the task thread. The experimental settings contract in
`packages/shared` and `server` gains one boolean.

**Problem or motivation**

The three artifact surfaces grew separately and their artifact
presentation is dated and inconsistent. The lab produced a measured
direction; nothing in the product uses it yet.

**Proposed solution**

An experimental setting, `enableArtifactsV1`, default off, with the same
plumbing as the other experimental settings. Product primitives under
`ui/src/components/artifacts/v1` (kind helpers and adapters, the sheet
and print artwork, the stack, the page tiles with the Paper Mono pill,
the row the panel and thread will share), driven by `--artifact-*`
tokens in `index.css` with light and dark values. With the setting on:
the Artifacts page shows one row of views (Tasks, All files, Images,
Videos, Documents, Text, Files) and the V1 tiles, a task with several
artifacts as a stack whose newest artifact is the first page, everything
else as single tiles; the panel's Artifacts tab is one flat list of V1
rows, newest first, with the expandable rows (Markdown review surface,
document annotations, deep links) keeping their behaviour behind the row
as their face; the thread shows a message's files as rows under its
footer and registered deliverables and documents as one row each. The
hover movement respects reduced motion.

**Alternatives considered**

Replacing the current cards outright: no fallback and three surfaces to
land at once. Mounting the lab's components: they are typed on lab
fixtures and keep lab-local tokens, which the token gates reject. The
primitives were ported instead and the lab stays a reference.

**Roadmap alignment**

Supports the "Artifacts & Work Products" theme in `ROADMAP.md`.
Presentation only; no data model change.

**Additional context**

No new API fields: the tiles show title, identifier, count and "Updated
…"; rows take sizes from the work-product and attachment payloads; a
picture's aspect ratio comes from the loaded image, 4:3 until it loads.
The plan records what each surface keeps and what it drops (run sections
in the panel; the "Images · N / Files · N" labels and the four-up grid
in the thread).

## What Changed

- Add the `enableArtifactsV1` experimental setting: shared type,
validator and feature catalog, server defaults and managed keys, the
`useArtifactsV1Enabled` hook, and the Settings > Experimental toggle (in
its alphabetical place).
- Add the `--artifact-*` tokens and the Artifacts V1 component rules to
`ui/src/index.css`: light values on `:root`, dark overrides, and the
hover movement under `prefers-reduced-motion: no-preference`.
- Add `ui/src/components/artifacts/v1/`: `kinds.ts` (kind treatment,
labels, glyphs, the server's media-kind rule, adapters from
`CompanyArtifact`), `geometry.ts` (the measured constants), `when.ts`,
`ArtifactSheet`, `ArtifactPrint`, `ArtifactStack`, `ArtifactFront`,
`ArtifactTile` (stack and single tiles, caption, grid), `ArtifactRow`
(the row and its inline group), `ArtifactsV1Filters`, with the mock's
SVG assets.
- Wire the Artifacts page: with the setting on, the toolbar's filter row
becomes the V1 views and the grid renders V1 tiles; the toolbar takes an
optional `filters` row for this. The old cards and kind filters stay the
default.
- Wire the panel's Artifacts tab (`IssuePropertiesArtifactsTab`): with
the setting on, one flat list of V1 rows, newest first; `DocumentRow`
and `MarkdownWorkProductRow` take a `face` render prop so the V1 row
fronts their unchanged expansion, review and deep-link behaviour;
`PanelFileRow` opens attachments and attachment-backed work products the
way the shipped card does (gallery, text tab, new tab) with open and
download beside the name; other work products are a link row with their
status.
- Wire the task thread: `TaskChatBubble` hangs a message's files under
its footer as V1 rows inline (pictures and video to the gallery, text to
a text tab, files to a new tab) in place of the media grid and file
chips; `TaskChatProtocolCard`'s resource rows render deliverables,
documents and attachments as one V1 row each, opening where the card
did.
- `ArtifactRow` keeps trailing controls beside its own control (no
nested interactive elements) and can be a link, an in-app anchor, a
new-tab anchor or a button; adapters read work products, documents,
attachments and message references.
- Add a catalogued Storybook story, `Components/Artifact V1 primitives`,
under `documents-artifacts`, on fixtures.
- Add tests: the primitives (kinds, dates, print fitting, tiles, rows),
the hook, the Artifacts page, the panel's Artifacts tab, the task-chat
bubble and the protocol card, each with the setting on and off; the
settings page and server tests list the new key.
- Add `doc/plans/2026-10-22-artifacts-mvp-v1.md`.

## Verification

- Run `cd ui && pnpm typecheck`: the Storybook catalog accepts the new
story, and `tsc -b` is clean apart from the five pre-existing
`PluginOrganizationSwitcher` errors.
- Run `pnpm check:token-gates` and `node scripts/check-maps.mjs`: clean.
- Run `cd ui && npx vitest run src/components/artifacts
src/components/issue-properties
src/components/task-chat/TaskChatBubble.test.tsx
src/components/task-chat/TaskChatBubble.artifactsV1.test.tsx
src/components/task-chat/TaskChatProtocolCard.test.tsx
src/components/task-chat/TaskChatProtocolCard.artifactsV1.test.tsx
src/pages/Artifacts.test.tsx src/hooks/useArtifactsV1Enabled.test.ts
src/pages/InstanceExperimentalSettings.test.tsx`: the suites pass (151
tests in the last run).
- Run `cd packages/shared && npx vitest run src/feature-catalog.test.ts`
and `cd server && npx vitest run
src/__tests__/instance-settings-service.test.ts`: pass.
- Manual: open Settings > Experimental, turn on Artifacts V1. On the
Artifacts page the view row reads Tasks, All files, Images, Videos,
Documents, Text, Files; tasks with several artifacts show as stacks,
hovering fans the pages and lifts the artwork (not under reduced
motion); Images shows single tiles with bordered prints. Open a task's
Artifacts tab: one list of rows, newest first; a Markdown work product
still expands into its review surface, a document still opens in its
tab. In the thread, a message's files sit under its footer as rows. Turn
the setting off: everything returns to the current presentation.
- Storybook: `Tasks and conversations / Documents, attachments, and work
products / Components / Artifact V1 primitives`.
- Not run: the full `pnpm test:run` and `pnpm build` (CI runs them), and
a browser pass against a dev instance with real artifacts on the three
surfaces; that pass is the remaining step before this leaves draft.

## Risks

- Off by default; with the setting off, the only changes on a product
path are an optional `filters` prop on the toolbar, an optional `face`
prop on two panel rows, a read of the setting in the bubble and the
protocol card, and the new token declarations.
- With the setting on, the Artifacts page's view tabs set two URL
parameters (`groupBy`, `kind`) at once; the group-by menu and search are
unchanged.
- A picture with unknown dimensions renders at 4:3 until it loads, then
the print refits once; the frame's height is fixed so nothing below it
moves.
- About thirty new `--artifact-*` tokens, namespaced and documented in
place.

## Model Used

- Claude Fable 5.1 by Anthropic, model ID `claude-fable-5-1`, used
through Claude Code in the desktop app. Extended reasoning was on.
Capabilities used: tool use (shell, file edits, a headless Playwright
browser for the lab's measurements, the Figma MCP server for the mocks
during the lab work) and image input. The context window is the Claude
Code session's; its exact size is not surfaced to the 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 (#17213 is the lab this builds on)
- [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 (the suites listed above;
CI runs the full set)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (the
plan document; no command or product behaviour changes outside the
setting)
- [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

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

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-22 15:14:58 -07:00
Devin FoleyandPaperclip 30f402f5fe feat: add a library to capture and restore git workspace restore points (#17238)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each issue's agent works in a git worktree that Paperclip keeps on
the instance's disk
> - Git cache expiration removes a closed issue's worktree only when the
remote can reproduce it exactly: every commit pushed, nothing
uncommitted
> - Most closed worktrees fail that test, so they are kept forever and
disks fill up
> - A restore point that saves only the part the remote cannot reproduce
would let those worktrees be removed without losing work
> - This pull request adds the library to capture, verify, encrypt and
restore such restore points, with no callers yet
> - The benefit is a small, reviewable foundation for removing unpushed
and uncommitted worktrees safely in follow-up changes

## Linked Issues or Issue Description

Bug report described in-PR (bug report template).

**What happened?**
Closed issues' worktrees accumulate without bound. With
`PAPERCLIP_GIT_CACHE_EXPIRATION_ENABLED=true` and dry run off, one
instance's last 111 expiration checks expired nothing. The skip reasons
were:

| Skip reason | Checks |
|---|---|
| `dirty_or_untracked_files` | 39 |
| `unpushed_managed_checkout` | 32 |
| `live_or_unresolved_consumer` | 21 |
| `unique_ignored_files` | 9 |
| commit not on the remote | 10 |

Without expiration, the terminal workspace reaper only archives merged,
clean worktrees. One local instance archived 37 workspaces across about
6,200 sweeps.

**Expected behavior**
A closed worktree can be removed once anything the remote cannot
reproduce is saved, and restored exactly if the work resumes.

**Steps to reproduce**
1. Close an issue whose worktree has an unpushed commit or an untracked
file.
2. Enable git cache expiration with dry run off.
3. The worktree is never removed; expiration reports
`dirty_or_untracked_files` or `upstream_commit_unverified`.

**Paperclip version or commit:** `master` at def4726bea.
**Deployment mode:** any; observed on a server instance and a local
instance.
**Agent adapter(s) involved:** not adapter-specific (core bug).

## What Changed

New `server/src/services/git-restore-point.ts`, a library that nothing
calls yet:

- **`captureRestorePoint`**
- Snapshots the index and the working tree as deterministic commits in a
temporary object store. The store borrows the repository's objects
through alternates and writes none of its own into the repository.
- Bundles those snapshot commits, unpushed commits, and commits
reachable only from the reflog or `ORIG_HEAD`, against the remote
commits as prerequisites.
- Returns `null` when the remote can already reproduce everything.
Refuses to capture when more than 50 history-only commits exist, rather
than dropping any.
- **Leaves out:** ignored files (such as `node_modules`), and untracked
`.env` and `.env.*` files. Provisioning recreates environment files with
current secrets. Edits to tracked environment files, such as
`.env.example`, are captured.
- **Skips** nested untracked repositories, paths with a filter
attribute, gitlinks and changes over size limits rather than capturing
them partially. Special files are ignored, because git never tracks
them.
- **`currentRestorePointSnapshot`** recomputes the snapshot ids, so a
caller can prove nothing changed between capture and deletion.
- **`importRestorePoint`** verifies the bundle's prerequisites and refs
against the manifest, then imports the objects without leaving refs
behind.
- **`applyRestorePoint`**
  - Requires `HEAD` to match.
- Restores the working tree (`git apply`), the index (`read-tree`) and
non-default file modes.
- Then recomputes the snapshot and requires it to equal the captured
one.
- **`sealRestorePoint` / `openRestorePoint`**
- Encrypt with a fresh AES-256-GCM key per restore point, with the
restore point's identity as additional authenticated data.
- The data key is wrapped by the instance secrets provider
(`localEncryptedProvider`), the same pattern already used for saved
Claude settings.
- Opening checks the ciphertext hash, the key's bound identity, the GCM
tag, and the plaintext hash and size.
- **Isolation:** every git command runs with system and global config
disabled, hooks disabled, and line-ending conversion off.
- New `server/src/__tests__/git-restore-point.test.ts`.
- No code comments were added.

## Verification

- `pnpm exec vitest run src/__tests__/git-restore-point.test.ts` (in
`server/`): 18 passed, using real repositories and a bare remote. The
cases:
- **Full round trip** into a fresh clone that lacks the unpushed
commits, covering:
    - two unpushed commits;
    - staged and unstaged edits of the same file;
    - a deletion, an untracked file, a symlink, `0755` and `0600` modes;
    - `node_modules` and `.env` files left out.
- **No-op:** capture returns `null` for a reproducible workspace, and
creates no objects in the repository (`fsck --unreachable` stays empty).
  - **Snapshot ids** are deterministic and change when contents change.
- **History-only commits** are preserved and leave no refs after import.
- **Skips:** nested repositories and size limits. Special files are
ignored.
  - **Rejections:** missing prerequisites and `HEAD` mismatches.
- **Encryption:** tampering, truncation, a wrong identity and a
different master key are all rejected.
- **Review regressions:** edits to a tracked `.env.example` are
captured; staged files whose contents match the index get limits and
modes; permission-only changes change the snapshot; a configured `diff`
textconv does not alter restored bytes; more than 50 history-only
commits refuses capture.
- **Mutation checks:** removing the `.env` exclusion or the index
restore fails the round trip, and removing each review fix fails its
regression test.
- **Stability:** 12 consecutive runs passed. An earlier version copied
the index for the working-tree snapshot and was racy when a file changed
within the same second. It now starts from `HEAD`'s tree instead.
- `pnpm run typecheck` (in `server/`): pass.

## Risks

- **No behavior change:** nothing calls the library yet.
- **Follow-ups:** wiring it into expiration (storage, metadata
versioning, restore on reopen and on the next run, and retention) comes
in separate PRs behind configuration that defaults to off.
- **Key dependence:** a restore point is only as recoverable as the
instance's secrets master key. The follow-up wiring will refuse to
create restore points when that key is not durable.
- **Rollback:** revert.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), 1M context, through Claude Code
with tool use (shell, file edits, tests, read-only measurements on live
instances).

## 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>
2026-10-22 15:14:51 -07:00
Devin Foley 059ae49cab feat(connections): add Unikraft Cloud connection (#17139)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps connections give agents governed access to external services
through vault credentials, grants, action policies, the tool gateway,
and audit.
> - Unikraft Cloud runs unikernel micro-VMs, services, and volumes
across regional metros, and it offers a sandbox plugin for commands and
files.
> - Unikraft is not in the catalog. It has no hosted MCP server, so the
generic "Connect your own MCP server" flow cannot reach it.
> - Daytona (#16483) added a native REST pattern for this case: a
catalog generated from the provider's published OpenAPI specifications
and executed through the gateway.
> - This pull request adds Unikraft on that pattern and moves the shared
native-provider code into one registry, so the shared connection code
does not name each provider.
> - The benefit is governed agent access to all published Unikraft
actions, with the token kept in the vault and sent only to published
Unikraft hosts.

## Linked Issues or Issue Description

Refs #16483

**Problem or motivation**

Teams that run workloads on Unikraft Cloud want their agents to list
instances, read logs, deploy and scale services, and run commands in
sandboxes. Unikraft is not in the Apps catalog. Unikraft has no hosted
MCP server, so operators cannot connect it through the remote MCP flow.

**Proposed solution**

Add a native Unikraft connection. Generate its actions from Unikraft's
official OpenAPI specifications for the platform API and the sandbox
plugin. Pin the specifications to a reviewed commit. The operator
connects an API token. The token stays in the vault and goes only to the
five published metro hosts. Every action takes an optional metro.
Actions without a metro use the connection's default metro, which the
operator can change under Advanced.

**Alternatives considered**

A catalog-only AppDefinition was not possible because no hosted MCP
endpoint exists. Wrapping the `unikraft` CLI was rejected because it
would expose host filesystem behavior and CLI login state. A second copy
of the Daytona bridge was rejected; the shared transport and catalog
contract are now one module with a provider registry.

**Roadmap alignment**

This extends the existing Apps and Connections provider coverage. It
uses the existing credential, grant, policy, gateway, and audit model.
It does not overlap planned core work.

## What Changed

- Added `scripts/generate-unikraft-tools.mjs` and its tests. The
generator reads the platform and sandbox plugin specifications at commit
`5dd107ea1cd8716b83cb86a83ed2a6ee46f99b5b`, resolves shared parameters,
records source SHA-256 hashes, and writes
`server/src/services/unikraft/operations.generated.json`.
- The catalog has 105 actions: 89 platform operations and 16 sandbox
plugin operations. The server-sent audit event stream is recorded in the
inventory and is not advertised as an action.
- Classification: GET operations and sandbox reads and waits are reads.
Delete, stop, suspend, detach, unpin, and sandbox command execution,
signals, and stdin are destructive. All other operations are writes.
- Added `server/src/services/connectors/unikraft/client.ts` and its
generated catalog. It validates arguments against the generated schemas,
accepts only published metros, rejects path traversal, sends JSON bodies
on GET and DELETE as the specification requires, and verifies the token
with `GET /v1/users/quotas`. A sandbox wait that times out (documented
HTTP 408) returns a still-running result instead of a failure.
- Moved the bounded, credential-redacting HTTP sender and the catalog
contract helpers from `daytona.ts` to `native-rest-client.ts`. Added
`native-provider-catalogs.ts`. `tool-access.ts`, the
`tool-access/catalog` and `token-broker` modules,
`connectors/tool-policy.ts`, and `tool-gateway.ts` now use this registry
instead of Daytona-specific checks. Daytona behavior does not change.
- Added the Unikraft definition source, the generated definition, the
brand mark and manifest entry, and the permission review (`liveProof:
not-run`).
- Added `doc/connections/UNIKRAFT.md` with a sequence diagram,
endpoints, setup, actions, and limits. Updated the connections README,
the permission audit, and both capability maps.
- Tests: definition shape, database-backed gateway reads, writes,
deletes, and sandbox commands for personal and shared grants, default
and per-call metros, rejection of unpublished metros and traversal, Off
policies, revocation, stale-contract blocking, credential export denial,
schema validation for all actions, pinned-transport tests for GET and
DELETE bodies, and a browser setup check.

## Verification

- `pnpm exec vitest run packages/shared/src
server/src/__tests__/unikraft-connection.test.ts
server/src/__tests__/unikraft-http-boundary.test.ts
server/src/__tests__/daytona-connection.test.ts
server/src/__tests__/daytona-http-boundary.test.ts
server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/tool-gateway-service.test.ts
server/src/__tests__/tool-gateway.test.ts
ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx
ui/src/lib/app-brand-assets.test.ts` plus `connector-tool-policy` and
`tool-catalog-publication`: all passed after the rebase onto the split
tool-access modules.
- `node --test scripts/generate-unikraft-tools.test.mjs
scripts/generate-daytona-tools.test.mjs
scripts/app-brand-validation.test.mjs`: 20 passed.
- `node scripts/check-app-brand-assets.mjs`, `node
scripts/check-maps.mjs`, and `git diff --check`: passed.
- `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, and `pnpm --filter @paperclipai/ui
typecheck`: clean.
- `npx playwright test --config tests/e2e/playwright.config.ts
tests/e2e/unikraft-connector.spec.ts
tests/e2e/daytona-connector.spec.ts`: 2 passed.
- `node scripts/generate-unikraft-tools.mjs` regenerates the committed
catalog with the recorded hashes.
- Manual: on a local instance, open Connectors, search for Unikraft, and
select **Add key**. Confirm the icon, the password field, the key
guidance, and the default metro select under **Change**.
- Not verified: a real Unikraft account. Live provider read and write
proof is pending.

## Risks

- A Unikraft token acts for the whole organization in every metro.
Unikraft offers no narrower token permissions. Assign only trusted
agents and review action permissions.
- Sandbox actions run arbitrary commands inside the selected instance.
They are classified as destructive.
- A timed-out write can still complete at the provider. The bridge does
not retry writes automatically.
- New metros fail closed until the specification is regenerated and
reviewed. Legacy `*.kraft.cloud` hosts are not reachable.
- The Daytona refactor moves code without behavior changes. All Daytona
tests pass without edits.
- The generated JSON snapshot is large because it holds the provider
input contracts. No migration or lockfile change is required.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, 1M context
window, used through Claude Code with tool use (shell, file editing, web
research, browser tests).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
canary/v2026.1022.0-canary.4
2026-10-22 15:14:26 -07:00
TonioandClaude Fable 5.1 def4726bea feat(ui): add the artifact directions lab with the MVP V1 kit (#17213)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents produce artifacts: documents, files, pictures, video and
links. The app shows them in the task thread, in the right panel's
Artifacts tab and on the Artifacts page
> - The three surfaces grew one at a time. Their artifact presentation
is dated and does not match
> - A redesign needs a side-by-side comparison of several directions on
the real chrome, in both themes, with hover states, before any product
code changes
> - This pull request adds a backend-free design lab under
`ui/src/artifact-directions`: the shipped presentation as the baseline,
four exploratory directions, and the MVP V1 kit drawn from the PCLP-Core
mocks
> - The benefit is a shareable, capturable reference for the artifact
redesign that touches no product code path

## Linked Issues or Issue Description

No public issue exists. This section follows the feature request
template.

**Subsystem affected**

The web UI (`ui/`): the task thread, the right panel's Artifacts tab and
the Artifacts page. The change is a design lab beside the app, not a
change to those surfaces.

**Problem or motivation**

The three artifact surfaces are being redesigned. Designers must compare
candidate directions on the real chrome, in dark and light, with hover
states, and share a link. No harness for that exists. Figma mocks do not
show the real chrome or the themes.

**Proposed solution**

A separate Vite entry (`ui/artifact-directions.html`) renders static
mocks of the three surfaces. A "kit" supplies the artifact components
for each surface. Kits: Today (the shipped components fed with
fixtures), four directions (1.Solid, 2.Tint, 3.Tactile, 4.Hybrid) and
5.MVP V1 built from the Figma mocks. A toolbar switches kit, surface,
theme and hover animation. The state lives in the URL, so any view can
be linked and captured.

**Alternatives considered**

Figma mocks only: no real chrome, no themes, no hover. Storybook stories
only: no page-level composition and no shareable static build. The lab
keeps two Storybook stories as a secondary view.

**Roadmap alignment**

The lab supports the "Artifacts & Work Products" theme in `ROADMAP.md`.
It is a design reference. It is not a product feature and it does not
ship in the app bundle.

**Additional context**

The lab builds with its own config
(`ui/vite.artifact-directions.config.mjs`). The app's `vite build` does
not include it. A build of this branch is live at
https://paperclip-artifact-directions.vercel.app. That preview also
carries two surfaces that are not in this pull request (a media preview
overlay and a panel closeup); they are parked on a separate branch.

## What Changed

- Add the lab entry, its Vite config and the shell:
`ui/artifact-directions.html`, `ui/vite.artifact-directions.config.mjs`,
`ui/src/artifact-directions/` (static frames for the thread, the panel
and the Artifacts page, a `fetch` stub for the lab's own page, fixtures,
the kit contract, URL state, a sticky two-row toolbar).
- Add the Today kit: the shipped artifact components, fed with the lab's
fixtures.
- Add four directions, each with its own `tokens.css` scoped to
`[data-direction]`: 1.Solid, 2.Tint, 3.Tactile, 4.Hybrid.
- Add the 5.MVP V1 kit from the PCLP-Core mocks: Artifacts page stacks
and single tiles, the right panel's row list, thread rows grouped inline
when one message produced several, a hover animation (the backing pages
turn 5°, the artwork rises 6px), light-mode values, Paper Mono for the
task pill.
- Set Paper Mono for every monospace run in the lab (`lab.css`), from
the face and `--font-paper-mono` that `index.css` declares.
- Add two Storybook stories under `design-proposals`
(`artifact-directions-compare`, `artifact-directions-hybrid`), annotated
for the Storybook catalog as proposed prototypes on fixtures, and a
capture script (`shot.cjs`).
- Add two `.claude/launch.json` entries: the lab's dev server and its
static preview.
- Add Vitest coverage for the lab's logic: URL state, the API stub, the
kit's kind treatment, type labels and media kinds, its date labels,
print fitting and the thread's inline grouping (six files).

## Verification

- Run `cd ui && npx vitest run src/artifact-directions`. The six lab
test files pass (31 tests).
- Run `cd ui && npx tsc -p tsconfig.json --noEmit`. The output is clean
apart from the five pre-existing `PluginOrganizationSwitcher` errors.
- Run `node scripts/check-token-gates.mjs`, `node
scripts/sync-agent-palette-tokens.mjs --check` and `node
scripts/sync-cliplab-character.mjs --check`. All gates are clean. The
lab directory is outside the token-gated paths; its tokens are
lab-local.
- Start the lab: `cd ui && npx vite --config
vite.artifact-directions.config.mjs --port 5180`. Open
`http://localhost:5180/`. The page lands on 5.MVP V1's Overview in dark
mode with animation on. Switch kit, surface and theme in the toolbar;
the URL follows.
- Open `http://localhost:5180/?d=d5-v1-mvp&s=gallery` and hover a stack:
the two backing pages turn and the first page rises. Open `?s=thread`
and `?s=panel` for the rows.
- Build the lab: `cd ui && ARTIFACT_DIRECTIONS_OUT_DIR=/tmp/artifact-lab
npx vite build --config vite.artifact-directions.config.mjs`.
- Headless checks ran against the dev server during the work: toolbar
labels, defaults and keys; thread and panel row geometry (58px rows, 8px
and 12px gaps); the hover animation (5° turn, 6px rise, one easing
curve); pill fills per theme; Paper Mono resolution on every monospace
run. The measured values are in the kit's doc comments.
- Run `node scripts/storybook-catalog.mjs --check` (the check `ui
typecheck` runs first): the catalog accepts both stories.
- Not run: the repo-wide `pnpm -r typecheck` (it needs the Rust
toolchain for `paperclip-runner`) and `pnpm build`. The change adds
files under `ui/src/artifact-directions` and
`ui/storybook/stories/design-proposals` and edits `.claude/launch.json`;
it changes no shipped module. CI runs the full Vitest suite.

## Risks

- Low risk for the product. The app bundle does not include the lab. The
lab's `fetch` stub installs only on the lab's own page.
- Storybook gains two stories; the Storybook build includes them.

## Model Used

- Claude Fable 5.1 by Anthropic, model ID `claude-fable-5-1`, used
through Claude Code in the desktop app. Extended reasoning was on.
Capabilities used: tool use (shell, file edits, a headless Playwright
browser for measurements and captures, the Figma MCP server to read the
mocks) and image input for mock screenshots. The context window is the
Claude Code session's; its exact size is not surfaced to the 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 (none found for "artifact directions lab", "artifacts
redesign", "artifacts tab design")
- [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 (the lab's Vitest files,
the UI typecheck and the token gates; CI runs the full suite)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
product behaviour or command changed; the lab documents itself in
`kit.ts` and the frames)
- [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

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

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
canary/v2026.1022.0-canary.3
2026-10-22 10:38:12 -07:00
DottaandPaperclip 25f2d05282 fix(ui): remove the provider trace run button (#17211)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The agent header provides actions to assign work and start runs.
> - A second run button starts a run with raw provider tracing.
> - Agent configuration already has a switch for raw tracing on future
runs.
> - This pull request removes the extra run button and its unused code.
> - The header keeps one normal run action and the saved tracing status.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The action buttons in the agent detail header.

**Current behavior**

Administrators see Run now and Run with provider trace next to each
other.

**Proposed behavior**

Remove Run with provider trace from the header. Use Capture raw provider
traces in the configuration Debugging section to enable tracing for
future runs.

**Reason and benefit**

Keep the normal run action clear. Put the tracing setting with the other
agent settings.

**Breaking changes**

The separate trace button is removed. The tracing configuration, trace
API, and run inspector actions stay available.

## What Changed

- Remove the trace button, its property, and its mutation.
- Remove the property from the agent detail page.
- Update tests for normal runs with saved tracing on and off.
- Check normal actions for Codex, Dot, and Muse.
- Document the tracing setting in the feature map.

## Verification

- Passed: 178 focused UI tests across AgentActionButtons,
AgentDetail.accounting, RunnerInspector, AgentConfigForm, and
AgentConfigForm.render.
- Passed: pnpm check:token-gates.
- Passed: node scripts/check-maps.mjs.
- Passed: git diff --check.
- Passed: [PR CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/39796866659),
including the required verify and e2e gates.
- Passed: Greptile 5/5 with no open review threads.
- Two optional job badges still say running. Their test, cleanup, and
final job steps passed. The parent workflow completed with success.
- The broad local checks could not complete with the installed
dependencies. The full typecheck and build require smol-toml. The UI
checks also require @spekoai/client and the plugin SDK UI build. The
full test run was stopped after many suites could not load. The PR
workflow and both required gates passed for the current head.
- To inspect the UI, open an agent. Confirm there is one Run now action.
Enable Capture raw provider traces under configuration, Debugging. Save
the change. Confirm the header shows Raw tracing on and still has one
run action.

## Risks

- Low risk. This removes one UI action and its unused code.
- Administrators use the saved Debugging setting for tracing future
runs.
- No API, database, or permission changes.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. The exact serving model ID and context window are not exposed
in this 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>
2026-10-22 10:02:51 -05:00
TonioandPaperclip 043f2514e6 fix(ui): keep task tabs steady when switching views (#17068)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - A task side panel contains properties, artifacts, and document
views.
> - These views share one row of tabs.
> - Selecting Artifacts adds an upload control beside the row.
> - That control reduces the space available to the tabs and changes
their widths.
> - This pull request reserves the upload control space while the
Artifacts tab is open.
> - Switching views now keeps the tab widths and positions stable.

## Linked Issues or Issue Description

Refs #14949. This fixes a layout shift observed after that PR merged.

**What happened?**

In a narrow task panel, tabs shrink when Artifacts is selected. They
expand when another tab is selected. The upload control enters and
leaves the header during selection.

**Expected behavior**

Tab selection must not change the space available to the tab row. Tabs
must keep equal widths while the panel width and open tabs remain
unchanged.

**Steps to reproduce**

1. Open Properties, Artifacts, and a document or attachment in a task
side panel.
2. Make the side panel narrow enough for tabs to compress.
3. Switch between Artifacts and the other tabs.
4. Observe the tab widths and positions as the upload control appears
and disappears.

## What Changed

- Keep an upload control slot in the header while an upload-capable
Artifacts tab is open.
- Hide the control and make it inert when another tab is active. Remove
the slot when Artifacts is closed. Agent conversations do not reserve
upload space.
- Add a component regression test for selection, focus exclusion, and
closing the Artifacts tab.
- Add a constrained production-panel Storybook case with assertions for
equal widths, stable widths across selections, and upload-control
visibility.

## Verification

- The focused TaskSidePanel and SidePanelTabs suites passed: 52 tests.
- UI typecheck, UI build, and token gates passed after replaying the fix
onto current master.
- The Storybook catalog check and all 28 map/catalog tests passed.
- The browser ran `html-artifacts-03-task-journey--stable-tab-widths`
successfully. All three tabs measured 71.328125px before and after
selecting Properties, the report, and Artifacts.
- Review the Stable Tab Widths story under HTML artifacts / 03 Task
journey. The fixture mounts the production task panel. Upload requests
are outside its scope.
- Full repository typecheck, tests, and build were not rerun locally.
This machine has no Cargo, and an earlier broad test run hit unrelated
server workspace/runtime failures. Full PR CI passed on commit
`019e324c0eca815f90d9797194e768fb48cb46b6`.

- All 55 successful PR checks are green on the latest head, with no
pending or failing checks. The failed end-to-end shard passed on one
rerun after a transient database lock timeout during test cleanup; no
code changes were needed for the rerun. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39557963507).

## Risks

- A blank upload-control space remains when Artifacts is open but
inactive. This keeps the tab row stable.
- Hidden controls use both visibility and inert state to exclude them
from keyboard navigation and accessibility exposure.
- No API, database, upload permission, or saved-tab format changes.

## Model Used

- OpenAI Codex, GPT-6. The runtime did not expose a more specific model
ID or context window. Used reasoning, code execution, and browser
inspection.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.1022.0-canary.2
2026-10-21 22:21:42 -07:00
DottaandPaperclip 4dfcb4c9b8 refactor(tools): isolate connection access and removal (#17167)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connection grants and installations control which identities and
agents can reach tools.
> - Removal must close those access paths and stop runtimes before
cleaning up owned secrets.
> - These responsibilities still shared the setup coordinator after
earlier extractions.
> - This pull request gives grants, installations, credential validation
and removal explicit owners.
> - The benefit is a smaller coordinator and focused access-lifecycle
modules with existing security ordering intact.

## Linked Issues or Issue Description

Depends on #17165. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → #17159 → #17161 → #17162 → #17165 → this PR.

**What existing behavior does this improve?**

Maintenance of connection audiences, delegation, installation and
removal.

**Current behavior**

The 6,419-line service still owns grant mutation, installation reach and
resumable credential cleanup alongside app setup.

**Proposed behavior**

A grant owner manages audiences and delegation. An installation owner
manages reach and its profile bindings. A removal owner keeps access
revocation, runtime shutdown, secret classification and cleanup
together. The coordinator delegates through typed APIs.

**Reason and benefit**

The entry point falls to 4,821 lines / 198,065 bytes, meeting the
requested under-5,000-line target. Across the full stack it falls from
21,525 lines / 829,519 bytes. App setup remains together in the
coordinator.

## What Changed

- Extract credential validation (75 lines), grants (603), installations
(350) and removal (658).
- Preserve company boundaries, audience advisory locks, membership
locks, assignment locks and audit order.
- Keep the existing runtime supervisor and secret client. Retain live
HTTP options for provider shutdown.
- Keep Slack credential-mutation leasing and resumable owned-secret
cleanup with removal.

## Verification

- Removal, grant-resolution and the stronger real HTTP OAuth fixture
pass before extraction (13 cases); the existing service and publication
baselines also pass.
- The original combined targeted run passed 525 cases across seven
suites. After replaying onto master, 601 cases pass across nine suites,
including Braintrust lifecycle and connector-policy coverage, with one
database worker.
- Full repository typecheck and build passed before merge integration.
After integration, server typecheck, module-boundary and whitespace
gates pass; fresh CI covers the full repository gates.
- All 94 pre-existing function/method bodies match by normalized syntax
comparison. A full-stack TypeScript symbol audit preserves all 18
exports and 89 service methods.
- The earlier local full-suite run was interrupted after 79 minutes and
remains unverified. All current-head CI gates pass on
`d5307fcea2365e51a75d49db82deeed236d19951`, including the full sharded
test matrix, browser suites, typecheck, build and canary dry run.
Greptile is 5/5 with no open review threads after merge integration.

- GitHub canceled duplicate CI run
[39716841632](https://github.com/paperclipai/paperclip/actions/runs/39716841632)
during the atomic stack update. Replacement run
[39716843243](https://github.com/paperclipai/paperclip/actions/runs/39716843243)
passed on the same head; no failing test was retried.

## Risks

- Audience replacement must not erase an inactive member marker and
widen authority. Its advisory and membership locks remain in the grant
owner.
- Uninstall must remove only its own profile bindings. Existing
operator-authored bindings keep their current behavior.
- Removal must remain fail-closed and retryable after provider failures.
Its order, shared-secret retention, supervisor and cleanup references
are unchanged and covered by removal tests.
- No schema, public API, policy or scheduling change is intended. The
first eight PRs have landed; this PR follows the updated catalog
extraction.

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.1022.0-canary.1
2026-10-21 22:39:00 -05:00
DottaandPaperclip f7210cd31f refactor(tools): isolate catalog ownership (#17165)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents receive reviewed actions discovered from their connections.
> - Transport, discovery, risk classification, publication and account
inventory lived in the same service.
> - Their ownership differs: transport guards requests, discovery reads
providers, and publication changes the catalog under locks.
> - This pull request gives those phases separate modules with explicit
capabilities.
> - The benefit is a visible discovery-to-publication path that
preserves permission and quarantine behavior.

## Linked Issues or Issue Description

Builds on merged #17162 and preserves the connector policy from #17141.
Earlier stack: #17144 → #17146 → #17147 → #17155 → #17157 → #17159 →
#17161 → #17162 → this PR.

**What existing behavior does this improve?**

Maintenance of tool discovery, catalog publication, health and upstream
account inventory.

**Current behavior**

The 8,988-line service handles HTTP guards, MCP sessions, provider
probes, risk classification, quarantine, cached reads and account sync.

**Proposed behavior**

Discovery returns descriptors through the existing credential and
transport owners. Publication owns catalog writes and default access. A
reader owns refresh deduplication. Health and aggregator inventory have
separate owners.

**Reason and benefit**

The entry point falls to 6,419 lines, a reduction of 2,569. Provider
discovery no longer shares a closure with connection setup and teardown.

## What Changed

- Extract guarded remote HTTP, descriptor policy, discovery,
publication, default access, cached reads, health, attention and
aggregator account sync.
- Keep the public descriptor/risk exports and existing service methods.
- Preserve database locks, transaction-scoped default-access writes,
quarantine decisions, current grant checks and failure classification.
- Preserve per-service catalog flights and aggregator jobs, lease
ownership and live remote-request options.
- New modules range from 39 to 492 lines.

## Verification

- Before and after the move, 470 public service/HTTP integration cases
and 44 publication, HTTP rebinding and aggregator sync cases pass.
- Server typecheck, module-boundary gate and whitespace checks pass.
- All 157 pre-existing function/method bodies match by normalized syntax
comparison.
- Before merge integration, the completed stack passed 525 targeted
cases, repository-wide typecheck and build. Its stronger rotating-token
fixture is included.
- After replaying onto master, the integrated stack passes 601 cases
across nine suites, including Braintrust lifecycle and connector-policy
coverage. Server typecheck and module-boundary checks pass. All 157
moved bodies still match the current master versions.
- The earlier local full-suite run was interrupted after 79 minutes and
remains unverified. All current-head CI gates pass on
`a21595f20809a514b7619d8a8748c56f8e546e2f`, including the full sharded
test matrix, browser suites, typecheck, build and canary dry run.
Greptile is 5/5 with no open review threads after merge integration.

## Risks

- Discovery must keep its current grant and session behavior;
publication must retain its locks and quarantine rules. Existing
authority, schema-drift and publication-race tests exercise these paths.
- Aggregator account observations must not become authorization. Lease,
freshness, failure and credential-fingerprint behavior stay unchanged.
- Live transport options must not be snapshotted. The HTTP owner retains
the same options object.
- No schema, public API, access-policy or scheduling change is intended.

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:38:59 -05:00
DottaandPaperclip ba9e6e4bc5 refactor(tools): isolate authorization lifecycle (#17162)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Browser authorization binds a consenting identity to a company
connection.
> - Direct OAuth, managed-cloud claims and Vercel authorization have
different state and persistence rules.
> - Keeping all of them in the general tool service obscures those rules
and their cleanup owners.
> - This pull request separates state, initiation, provider completion
and explicit identity promotion.
> - The benefit is reviewable authorization flows with their existing
authority checks and ordering preserved.

## Linked Issues or Issue Description

Depends on #17161. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → #17159 → #17161 → this PR.

**What existing behavior does this improve?**

Maintenance of browser authorization and credential-sharing lifecycle.

**Current behavior**

The 12,019-line service combines provider callbacks, actor-bound states,
authorization URLs and personal-to-company credential promotion.

**Proposed behavior**

Separate owners handle authorization state, start, direct/cloud/Vercel
callbacks, catalog completion and explicit access finalization. Shared
setup policy and identity checks have typed APIs used by the coordinator
and authorization owners.

**Reason and benefit**

The entry point falls to 8,997 lines, a reduction of 3,022.
Provider-specific state consumption and durable-write rules are visible
in their own modules.

## What Changed

- Extract authorization flows and their constraints; the largest new
module is 700 lines.
- Preserve direct/Vercel terminal state consumption and managed-cloud
retryability until claim persistence commits.
- Keep membership and grant locks, secret transaction clients,
interaction resolution and catalog ordering unchanged.
- Keep partial secret acquisition and cleanup together in access
finalization.
- Give shared organization-grant persistence, personal identity checks,
setup policy and response projections named owners.

## Verification

- All 470 public service and real local HTTP/PostgreSQL OAuth cases pass
before and after extraction.
- Coverage includes same-actor state binding, replay/denial, scope
selection, membership revocation, provider failures, refresh concurrency
and persisted usable credentials.
- Server typecheck, module-boundary gate and whitespace checks pass.
- All 182 pre-existing function/method bodies match by normalized syntax
comparison.
- The completed stack passes 525 targeted cases, full repository
typecheck and build. The earlier interrupted local full suite remains
unverified; all current-head CI gates pass; Greptile is 5/5 with no open
review threads.

- Original CI failure retained: [server shard
1/12](https://github.com/paperclipai/paperclip/actions/runs/39710536789/job/119600621627),
`workspace-runtime.test.ts` case “replaces a reused Paperclip dev
runtime whose 2xx health payload is unhealthy”. The fixture failed its
initial health readiness with `ECONNREFUSED` after 97 probes / 10
seconds. The fixture and runtime implementation are unchanged and do not
import this service. The isolated case passes without changing its
timeout or assertions. One retry of only that shard passed at the same
commit. All CI gates are now green; the original failure remains
recorded here.

## Risks

- Provider flows intentionally consume authorization state at different
points. This extraction preserves each flow rather than sharing its
completion algorithm.
- Promotion must remove partially created secrets on failure and retire
source secrets only after persistence. Both phases remain in the same
owner with unchanged ordering.
- Local HTTP fixtures prove assembled application behavior, not live
third-party qualification.
- No schema, public API or authorization policy change is intended.

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.1022.0-canary.0
2026-10-21 22:21:43 -05:00
DottaandPaperclip 4fdef9457f refactor(tools): isolate credential ownership (#17161)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections need durable credentials that survive authorization and
token rotation.
> - Storage, registration, refresh coordination and credential selection
lived in the general tool service.
> - Each has a different ownership boundary: secrets, process-wide
registration, database leases and per-service refresh work.
> - This pull request gives those responsibilities named modules and
passes their narrow capabilities to consumers.
> - The benefit is visible credential ownership while retaining current
concurrency and failure behavior.

## Linked Issues or Issue Description

Depends on #17159. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → #17159 → this PR.

**What existing behavior does this improve?**

Maintenance of OAuth credential persistence, refresh and provider
credential access.

**Current behavior**

The 14,877-line service owns registration flights, refresh leases,
secret writes and provider selection alongside app setup.

**Proposed behavior**

Dedicated owners handle credential storage, client registration, refresh
leases, connection/grant refresh, GitHub continuity and Vercel
credential access. Credential selection composes those owners.
Authorization callbacks remain in the coordinator for the next
extraction.

**Reason and benefit**

The entry point falls to 12,019 lines, a reduction of 2,858. Lease
acquisition and cleanup can be reviewed together, independently of
callback completion.

## What Changed

- Extract credential owners and shared single-flight/connection-link
primitives. The largest new module is 650 lines.
- Preserve process-wide client-registration flights, per-service refresh
maps and GitHub sweep state.
- Preserve live cloud-connector lookup, options and environment reads;
use the existing secret client and transaction-scoped clients.
- Extend the real local HTTP/PostgreSQL OAuth fixture with concurrent
refresh across two service instances and authenticated use of rotated
credentials.

## Verification

- The two extended HTTP integration cases pass before extraction for
public and client-secret-basic clients.
- After extraction, all 470 public service and HTTP integration cases
pass, including refresh failure, abandoned leases, secret redaction and
membership revocation cases. The fixture was then strengthened after
review: a second expiry must use the persisted rotated refresh token,
and the provider rejects the old token. Both cases pass before and after
extraction; server typecheck also passes.
- Server typecheck, module-boundary gate and diff whitespace checks
pass.
- All 233 pre-existing function/method bodies match by normalized syntax
comparison.
- Full typecheck/build will run at the stack handoff. The earlier
interrupted local full suite remains unverified; all current-head CI
gates pass, with Greptile 5/5 and no open review findings.

- Prior-head CI failure retained: run 39708550066, general server shard
2/12, `native-session-executor.test.ts` case “preserves a real listening
process and its marker when a health RPC times out” raised
`runner_remote_process_identity_unavailable` /
`process_identity_changed`. Both the fixture and runner implementation
are unchanged. The isolated case passes without changing assertions or
timeouts. The fresh full CI run passes for the test-only review fix; the
prior failure remains recorded here.

## Risks

- Changing state lifetime could permit duplicate refreshes or
registrations. Existing concurrency cases and the real HTTP fixture
exercise these paths.
- A transaction-scoped secret write must stay inside its authority lock.
Function bodies, await ordering and client arguments are preserved.
- The fixture proves assembled local HTTP/database behavior, not live
third-party qualification.
- No schema, public API, policy or scheduling change is intended.

## Model Used

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

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:43 -05:00
DottaandPaperclip ffcd113761 refactor(tools): isolate runtime and activity ownership (#17159)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators inspect tool execution, review pending actions and control
local runtimes.
> - These paths shared a large service with token exchange and app
authorization.
> - Runtime state and execution history need explicit owners and stable
public responses.
> - This pull request separates runtime controls, health summaries,
activity reads and the review queue.
> - The benefit is focused modules that preserve the current supervisor
and approval behavior.

## Linked Issues or Issue Description

Depends on #17157. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → this PR.

**What existing behavior does this improve?**

Maintenance of tool runtime administration and execution activity views.

**Current behavior**

The 16,100-line service contains runtime slot controls, health
calculations, usage history, invocation decisions and action review
queries.

**Proposed behavior**

Runtime modules own slot persistence, operator controls and health
summaries. Activity modules own history, response projections and the
review queue. The public service delegates to these owners.

**Reason and benefit**

The entry point falls to 14,877 lines, a reduction of 1,223 lines. The
coordinator no longer needs execution-history joins or runtime alert
calculations.

## What Changed

- Extract five modules totaling 1,282 lines. The largest is 426 lines.
- Pass the existing supervisor to slot controls. Pass the same live
deployment options, clock and host getter to runtime health.
- Keep activity reads scoped as before. Keep unsigned-request grace and
invalid-signature cancellation in the review-queue owner.
- Preserve public methods, response projections, query order and audit
writes.

## Verification

- The public service and unsigned review-queue tests pass before and
after the move. The combined post-move run passes 469 cases with one
database worker.
- Existing cases exercise actual local stdio stop/restart, route
permissions, stale-slot and audit-failure health, activity attribution,
run decisions and unsigned pending requests.
- Server TypeScript check, module-boundary gate and `git diff --check`
pass.
- Normalized syntax comparison finds all 256 pre-existing
function/method bodies unchanged.
- Full typecheck/build will run at the stack handoff. The earlier
interrupted local full suite remains unverified; all current-head CI
gates pass, with Greptile 5/5 and no open review threads.

## Risks

- Creating another supervisor would split process ownership. The new
module receives the same instance; it does not construct one.
- Copying deployment settings could freeze live values. The health
reader holds the existing options object and getter.
- Review-queue reads can cancel invalid requests. Those writes and the
unsigned-request grace period are preserved and covered by the existing
regression test.
- No schema, public API, authorization policy or background scheduling
change is intended.

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:42 -05:00
DottaandPaperclip a42f213244 refactor(tools): isolate connection token broker (#17157)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can request short-lived tokens for connections that allow
token exchange.
> - Admission, scope checks, exchange protocols and issuance records
lived inside the general tool service.
> - The security flow needs one visible owner while provider payloads
need a separate boundary.
> - This pull request extracts the broker into admission, configuration,
endpoint, exchange and issuance modules.
> - The benefit is a focused issuance flow with its locks, authority
checks and audit order intact.

## Linked Issues or Issue Description

Depends on #17155. Earlier stack: #17144 → #17146 → #17147 → #17155 →
this PR.

**What existing behavior does this improve?**

Maintenance and verification of connection token issuance for agent
runs.

**Current behavior**

A 17,752-line service contains broker configuration, endpoint policy,
credential exchange, admission and issuance.

**Proposed behavior**

A dedicated broker coordinates the same admission and transaction flow.
The exchange owner returns normalized token material. It receives the
existing secret client, including the transaction-scoped client at
issuance time.

**Reason and benefit**

The entry point falls to 16,100 lines, a reduction of 1,652 lines.
Reviewers can see the responsible-user lock and hash-only issuance write
without navigating app setup or OAuth callbacks.

## What Changed

- Extract six broker modules. The largest is 755 lines; together they
contain 1,721 lines.
- Give tool-access audit persistence a named owner shared by the broker
and coordinator.
- Keep current-state checks, policy decisions, rate limits, secret
resolution and transaction order unchanged. Private-host configuration
is still read live.
- Add two public-route integration cases with a real local HTTP server
and disposable PostgreSQL. Cover Pages and RFC 8693 success and upstream
failure.

## Verification

- Baseline: all 466 existing public service tests passed before this
move. The two new real HTTP cases passed on the original implementation
before extraction.
- After extraction: 495 tests pass across the public service and HTTP
rebinding suites, with one database worker. This includes the two new
cases, membership revocation ordering, scope denials, disabled broker
behavior and hash-only persistence.
- Server TypeScript checking, the module-boundary gate and `git diff
--check` pass.
- Normalized syntax comparison finds all 294 pre-existing
function/method bodies unchanged.
- Full typecheck and build passed for the preceding batch. Its
interrupted local full-suite result remains unverified. All current-head
CI gates pass; Greptile is 5/5 with no open review threads.

## Risks

- A new closure could use the wrong secret client or move exchange
outside the membership lock. The existing transaction still passes
`secretService(tx)` to the exchange owner after taking that lock.
- Endpoint validation must preserve live configuration and fail before
credential disclosure. Existing rebinding and private-host tests cover
this path.
- The local fixture proves real HTTP and persisted application behavior.
It does not qualify a live third-party broker.
- No schema, API or access policy change is intended.

## Model Used

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

## Checklist


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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 22:21:42 -05:00