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DottaandPaperclip	9c941169a6	fix(ui): keep new task dialog visible above mobile keyboard (#11281 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators create tasks in a dialog that includes the assignee and project fields. > - Mobile browsers reduce and offset the visual viewport when the on-screen keyboard opens. > - The dialog used layout viewport units, so its upper fields could move off-screen while the user typed. > - This pull request makes the dialog follow the live visual viewport and keeps the focused editor visible. > - The benefit is that operators can see the task context and the field they edit on mobile devices. ## Linked Issues or Issue Description What happened? On mobile browsers, opening the keyboard in the new-task dialog could move the assignee and project fields above the visible screen. The active editor could also become difficult to see. Expected behavior The full dialog must stay inside the visible browser area. The active editor and task controls must remain reachable while the on-screen keyboard is open. Steps to reproduce 1. Open Paperclip on a mobile browser. 2. Open the new-task dialog. 3. Focus the title or description editor to open the on-screen keyboard. 4. Observe that the upper fields can move outside the visible viewport. Paperclip version or commit Reproduced before commit `838cdbb325` on `master`. Deployment mode Local dev (`pnpm dev`) in a mobile browser viewport. ## What Changed - Read `window.visualViewport` while the dialog is open. - Apply token-based dialog geometry when the visual viewport is constrained. - Keep the focused editor visible after viewport resize and scroll events. - Add unit coverage for visual viewport updates and focus scrolling. - Add Playwright coverage for mobile, tablet, desktop keyboard, and unconstrained desktop layouts. ## Verification - `pnpm exec vitest run ui/src/components/NewIssueDialog.test.tsx` — 27 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — passed with all gates clean. - `pnpm --filter @paperclipai/ui build-storybook` — passed. - `pnpm exec playwright test tests/storybook-visual/new-issue-dialog-viewport.spec.ts --config tests/storybook-visual/playwright.config.ts` — 4 tests passed. ## Risks - Low risk. The custom geometry only activates when `visualViewport.height` is less than `window.innerHeight`. - Browsers without the Visual Viewport API keep the existing dialog primitive behavior. - The browser test checks hit targets and visible bounds at mobile, tablet, and desktop widths. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5. The session used reasoning, repository tools, shell execution, and browser automation. The service did not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-12 11:49:05 -04:00
Dotta Paperclip Dev Agent	2494a2a0fe	perf: add repeatable issue-detail baseline rig (#10409 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The issue detail page is a core operator surface where perceived latency directly affects task navigation > - Performance work needs repeatable evidence so later optimizations can be compared against the same scenarios > - The page did not expose stable user-timing marks for its header or first useful content > - There was also no isolated seeded browser rig that measured warm navigation, cold deep links, waterfalls, or server time > - This pull request adds the instrumentation and a one-command Playwright baseline harness > - The benefit is that issue-page performance changes can be validated with reproducible median measurements instead of anecdotes ## Linked Issues or Issue Description Subsystem affected Cross-cutting: `ui/`, `server/`, and browser performance tooling. Problem or motivation The issue detail page performs a large client bootstrap and request fan-out, but the repository lacks stable user-timing boundaries and a repeatable benchmark. That makes performance changes difficult to compare and allows regressions to be judged from anecdotes instead of consistent evidence. Proposed solution Add stable header/content paint measures, development/QA-only lifecycle vital reporting, aggregate server timing for the issue endpoint, and a seeded Playwright command that runs warm/cold scenarios under throttled and unthrottled profiles with N≥5 median reporting. Alternatives considered Ad hoc DevTools recordings were rejected because they are not repeatable or reviewable. Production telemetry was rejected because this baseline should not change production data collection. A unit-only harness was rejected because it cannot capture browser bootstrap, rendering, and network waterfall costs. Roadmap alignment The roadmap calls for agent performance to be measurable over time. This change applies that evidence-first principle to a core operator page and does not duplicate a listed roadmap deliverable. Additional context The generated report includes warm and cold medians, TTFB/FCP/LCP where applicable, request and byte totals before first useful content, JavaScript bytes, and issue endpoint server timing. ## What Changed - Added `issue-detail:navigate→header-paint` and `issue-detail:navigate→content-paint` user-timing measures to the issue detail page. - Added development/QA-only TTFB, LCP, and INP console reporting without production telemetry delivery. - Added `Server-Timing` for `GET /api/issues/:id`. - Added `pnpm exec playwright test --config tests/perf/issue-detail/playwright.config.ts`, which seeds an isolated instance and runs N≥5 warm/cold samples under unthrottled and Fast 4G/4x CPU profiles. - Added Markdown, raw JSON, and Chrome-trace outputs with median baseline tables and waterfall data. ## Verification - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm check:token-gates` - `npx playwright test --config tests/perf/issue-detail/playwright.config.ts --list` - `pnpm exec playwright test --config tests/perf/issue-detail/playwright.config.ts` — passed 20 samples in 9.4 minutes (5 runs × 2 scenarios × 2 profiles) for the baseline; post-review integrity reruns also exercised the corrected paths, while this shared runner intermittently killed Chromium processes, so the rig now performs one bounded browser-crash retry per sample. - Baseline medians: warm unthrottled 278/447 ms header/content; cold unthrottled 646/646 ms; warm throttled 1240/2060 ms; cold throttled 3932/3933 ms. ## Risks - Low product risk: the new browser measurements are development/QA tooling and the UI timing work does not change visible layout. - `Server-Timing` exposes only aggregate handler duration, not query contents or private identifiers. - Native INP reporting uses supported browser event timing entries and silently no-ops where unsupported. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.4, tool-assisted coding and browser execution with reasoning enabled; context-window size is not exposed in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Dev Agent <dev@paperclip.ing>	2026-08-11 15:18:29 -04:00
Dotta Paperclip Dev Agent	b847e8b6f6	perf(server): reduce issue detail request overhead (#10414 ) ## Thinking Path > - Paperclip is the open source control plane people use to coordinate AI-agent work > - Opening an issue fans out into several authenticated issue-detail reads, so repeated work on that path directly affects perceived latency > - Those reads repeated issue and authorization lookups, returned full private JSON even when unchanged, and performed non-critical bookkeeping writes on the request path > - Interaction reads also performed lifecycle writes even though `GET` must be read-only > - This pull request adds request-scoped reuse, private conditional responses, read-only interaction access, and bounded write debouncing without crossing actor, request, or company boundaries > - The result is less database, serialization, logging, and response-body work while preserving authorization and interaction lifecycle invariants ## Linked Issues or Issue Description This is the server-only latency phase. Related work is tracked separately in #10415 (aggregate view), #10416 (warm navigation, merged into the base), and #10463 (bundle split). This pull request intentionally excludes those scopes. What happened? Opening an issue detail view caused avoidable server costs: repeated issue and authorization reads within one request, full private JSON responses when a representation was unchanged, writes during interaction-list reads, production debug transport setup, and immediate bookkeeping writes for cloud tenant activity and board-key usage. Expected behavior All successful JSON `GET /api/issues/:id/` responses should support strong private ETags and `304 Not Modified`. Repeated work may be reused only within the current request. `GET /interactions` must not modify stored interactions. Non-critical activity timestamps may be debounced without weakening authentication or stale instance-admin cleanup. Steps to reproduce* 1. Start Paperclip in local development or self-hosted server mode. 2. Open one issue and request its detail subresources with the same authenticated actor. 3. Repeat a successful JSON request with its `ETag` in `If-None-Match`. 4. Observe `304 Not Modified`, no interaction writes from `GET /interactions`, and unchanged authorization boundaries. Deployment mode / installation - Local development or self-hosted server - Built from source - Core server behavior; not adapter-specific ## What Changed - Added strong ETags and `Cache-Control: private, must-revalidate` to successful JSON reads under `/api/issues/:id/*`, including standards-compliant `If-None-Match` handling. - Added request-scoped promise memoization for issue and authorization lookups; no authorization result survives the request. - Made `GET /interactions` read-only, moved supersession and terminal-state handling to mutation paths, and prevented plugin callers from accepting or rejecting interactions after an issue closes. - Removed the production debug-file logger transport while preserving development formatting. - Debounced cloud-tenant activity and board-key `lastUsedAt` persistence, while keeping stale instance-admin deletion unconditional and authentication checks per request. - Added focused tests for ETags, request isolation, authorization lifecycle behavior, interaction invariants, logger configuration, and retry-safe debounce behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/private-json-etag.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts` — 2 files, 23 tests passed. - Focused Vitest run covering request memoization, authorization, interactions, plugin orchestration, logger, cloud tenant, board auth, and issue services — 9 files, 264 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check origin/master...HEAD` — passed. - Scope guardrails: 21 changed files under `server/src`; no lockfile, workflow, migration, UI, aggregate-view, or bundle-split changes. ## Risks - Strong ETags hash each successful serialized JSON response. This adds a small CPU cost but avoids transferring unchanged bodies. - Debounced bookkeeping timestamps can lag by the bounded debounce interval. They are non-critical usage metadata; authentication still runs per request, and stale instance-admin deletion remains unconditional. - Legacy pending interactions on terminal issues are projected as expired by reads and are finalized only by mutation paths. The stored record remains unchanged on `GET` by design. - No database schema or migration changes are included. > This is a focused performance correction and does not duplicate a planned core feature in `ROADMAP.md`. ## Model Used OpenAI Codex using `gpt-5.3-codex` for the initial implementation and `gpt-5.6-sol` for isolation, verification, and PR preparation, with reasoning, repository tool use, code execution, and GitHub CLI access. The runtimes did not expose authoritative context-window sizes. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Dev Agent <dev@paperclip.ing>	2026-08-11 14:39:23 -04:00
DottaandPaperclip	145d86911b	Remove decision training UI (#11225 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Decisions desk shows work that needs an operator response. > - It also exposed decision-training actions and a separate training library. > - Paperclip does not plan to use these training surfaces now. > - Keeping inactive controls makes the Decisions workflow harder to scan. > - This pull request removes the training UI and keeps the backend snapshot contract unchanged. > - The benefit is a smaller and clearer Decisions workflow without a data migration. ## Linked Issues or Issue Description What existing behavior does this improve? The Decisions desk currently exposes training controls, training state, and a separate training library route. Subsystem affected `ui/` — React and Vite board UI. Current behavior Operators can open a training library from the Decisions toolbar. They can also mark a decision for training from rows and inspect the result in a drawer. Proposed behavior Remove the training controls, badges, drawer, library pages, and routes from the Decisions UI. Keep the server APIs and stored training examples unchanged. Reason and benefit The product does not plan to use decision training now. Removing the unused surfaces reduces Decisions UI noise and avoids presenting a workflow that operators should not use. Breaking changes The `/decisions/training` UI routes are no longer registered. Existing server endpoints and stored decision-training data remain compatible. ## What Changed - Removed decision-training controls and state from Decisions toolbars, rows, queue pages, and shelves. - Removed the training drawer, library, inspector, API client, helpers, query keys, and routes. - Added route and row regressions that assert training UI does not return. - Updated the Decisions Storybook description to match the available controls. ## Verification - `pnpm exec vitest run ui/src/App.test.tsx ui/src/components/AttentionQueueRow.test.tsx` — 32 tests passed. - `pnpm check:token-gates` — all gates clean. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — server and UI partitions passed. The CLI partition had one environment-only failure because this agent runtime injects static AWS credentials. The exact CLI file passed all 8 tests when those credential variables were unset. - Searched `ui/src` and `ui/storybook` for the removed training routes, drawer, library, badges, and actions. Only negative regression assertions remain. ## Risks - Low implementation risk. This change deletes UI-only entry points and does not change the database or server APIs. - Saved training-page URLs no longer render a board route. This is the intended behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, model `gpt-5.6-sol`, with `xhigh` reasoning. The runtime did not expose the context-window size. The agent used repository tools, shell execution, and automated tests. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-11 14:23:57 -04:00
DottaandPaperclip	45dfb183b6	fix(ui): add undo action to inbox archive toast (#11220 ) ## Thinking Path > - Paperclip helps operators supervise AI-agent work. > - The Mine inbox keeps tasks that need an operator's attention in one place. > - Operators can archive a task from its detail page after they finish triage. > - That action is easy to select accidentally and did not offer immediate recovery. > - This pull request adds Undo to the archive success toast and keeps inbox caches consistent. > - The benefit is fast recovery without searching for or reopening the task. ## Linked Issues or Issue Description What happened? Archiving a task from the Mine inbox removed it and showed a success toast with no recovery action. Expected behavior The success toast should offer Undo. Selecting Undo should restore the task through the existing unarchive API while preserving a consistent inbox view. Steps to reproduce 1. Open a task from the Mine inbox. 2. Select the archive action. 3. Observe that the task leaves the inbox and the success toast has no Undo action. Paperclip version or commit Reproduced on `master` before this change. Deployment mode Local dev, built from source. Related prior work: #9931 and #10668. ## What Changed - Add an Undo action to the successful inbox archive toast. - Optimistically restore the task in captured inbox query caches before the unarchive request completes. - Cancel in-flight inbox fetches and clear the local archive guard so stale responses cannot hide the restored task. - Reapply the archive guard and remove the cached task if the unarchive request fails. - Add regression tests for successful Undo, the in-flight cache race, and failed Undo rollback behavior. ## Verification - `pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx ui/src/lib/inboxArchiveCache.test.ts` — 51 tests passed on the final head. - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — the general server and UI groups passed. One CLI doctor assertion detected injected host AWS credentials and passed all 8 tests with those unrelated variables unset. A task-watchdog scheduler test also passed all 18 tests in isolation after one full-suite timing failure. ## Risks Low risk. The change uses the existing unarchive endpoint and inbox cache helpers. Undo failure returns the task to its archived state, shows an error toast, and invalidates the inbox queries for server reconciliation. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, model ID GPT-5. The service manages the context window. Reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-11 14:13:06 -04:00
DottaandPaperclip	7734f4b32d	fix(ui): keep slash autocomplete scrollable in dialogs (#11222 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip helps operators manage AI-agent companies. > - Operators create tasks and comments through shared rich-text editors. > - These editors show slash-command and mention matches in a floating menu. > - Modal dialogs treat that body-level menu as outside content and cancel its wheel and touch movement. > - This pull request keeps scroll events inside the floating menu and preserves native scrolling. > - The benefit is that operators can reach every match with a mouse wheel, a trackpad, or a touch screen. ## Linked Issues or Issue Description No public GitHub issue exists for this bug. What happened? Slash-command and mention menus could contain more matches than their visible height. When an editor was inside a modal dialog, the modal scroll lock canceled wheel and touch movement on the body-level menu portal. Operators could not scroll to later matches. Expected behavior The autocomplete menu must scroll with a mouse wheel, a two-finger trackpad gesture, and a vertical touch gesture. Keyboard selection and normal editor behavior must stay unchanged. Steps to reproduce 1. Open a task or comment editor inside a modal dialog. 2. Enter a slash command or mention query that has more matches than the menu can show. 3. Try to scroll the menu with a wheel, trackpad, or touch gesture. Paperclip version or commit `7ea2068ef8` on `master`. Deployment mode Local development UI built from source. ## What Changed - Keep wheel and touch movement inside the shared autocomplete menu portal. - Add vertical overscroll containment while preserving native momentum scrolling. - Add a regression test that mounts the real dialog and verifies that wheel and touch movement stay uncanceled. ## Verification - `pnpm --dir ui exec vitest run src/components/MarkdownEditor.test.tsx` - `pnpm check:token-gates` - `pnpm -r typecheck` - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` - `pnpm build` The two AWS variables are omitted from the full test command because this agent runtime injects static AWS credentials. One unrelated CLI doctor test correctly warns when those credentials are present. The CI environment does not inject them. ## Risks - Low risk. Event propagation stops only on the open autocomplete menu portal. - Ancestor listeners no longer receive wheel or touch movement from that menu. Native menu scrolling and option-level touch handling still receive the events. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with model ID `gpt-5`. The deployment suffix and context-window size are not exposed to the agent. The model used agentic reasoning, repository tools, GitHub tools, and local code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-11 13:59:57 -04:00
DottaandPaperclip	3e1ea39ff3	fix(inbox): honor saved policy for explicit targets (#11221 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their work > - Each user can let agents tidy that user's Mine inbox > - The profile control saves either an open policy or an agent allowlist > - Explicit inbox archive requests checked only the separate `inbox:manage` grant > - This made the saved profile control ineffective for explicit user targets > - This pull request makes authorization honor the target user's saved policy > - The benefit is that the UI control and the API now enforce the same user choice ## Linked Issues or Issue Description What happened? An agent received `403 inbox_cross_user_grant_required` when it archived an issue with an explicit `userId`. The denial occurred even when that user had enabled inbox management for the agent in Profile Settings. The authorization service checked only `principal_permission_grants` for explicit targets and ignored the saved user inbox policy. Expected behavior An explicit target is allowed when the target user saved an `open` policy or an allowlist that contains the agent. An unsaved default-open policy must remain limited to the responsible-user path. A scoped `inbox:manage` grant must remain an administrative override. Steps to reproduce 1. Save an inbox-agent allowlist for a user. 2. Include the acting agent in that allowlist. 3. Call `POST /api/issues/{issueId}/inbox-archive` with that user's explicit `userId`. 4. Observe the incorrect `403 inbox_cross_user_grant_required` response on the previous implementation. Paperclip version or commit Reproduced on `7ea2068ef8`. Deployment mode Self-hosted server. Installation method Built from source with pnpm. Agent adapter(s) involved Not adapter-specific. This is a core authorization bug. Database mode External Postgres in production. The regression tests use embedded PostgreSQL. Access context Agent bearer authentication. Related foundations: #9658 and #9724. ## What Changed - Read the target user's saved inbox-agent policy before the explicit-target decision. - Allow saved `open` policies and matching allowlists for explicit targets. - Keep unsaved implicit-open policies responsible-user-only. - Keep scoped `inbox:manage` grants as administrative overrides. - Add service and route regressions for allow, deny, archive, unarchive, and audit metadata. - Update the implementation contract and agent-facing inbox API guidance. ## Verification - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/inbox-archive-routes.test.ts` — 66 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check origin/master...HEAD` — passed. ## Risks - Low risk. The change is limited to explicit inbox targets with a saved policy. - A missing policy row still denies explicit cross-user access. - A non-matching allowlist and a disabled policy still deny access unless a scoped administrative grant applies. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5. The runtime did not expose the exact model build or context-window size. The agent used reasoning, repository tools, code execution, and focused test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-11 13:23:03 -04:00
DottaandPaperclip	7ea2068ef8	fix(files): only highlight accessible workspace file links (#11090 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task comments can contain references to files in project and execution workspaces. > - Paperclip detected path-shaped inline code and showed it as an actionable file chip. > - The UI did not first confirm that the current board session could open the file. > - Missing, denied, ambiguous, remote, and unsupported files therefore looked actionable and failed after a click. > - This pull request adds an issue-scoped availability check and promotes only confirmed files to chips. > - The benefit is that the task thread shows a file action only when that action can succeed. ## Linked Issues or Issue Description What happened? Task comments promoted path-shaped inline code to file chips before Paperclip checked the file. A chip could point to a missing, denied, ambiguous, remote, or non-previewable file. The action then failed after the user selected it. Expected behavior Paperclip must show a file chip only after the server confirms that the current board session can open the exact file reference. All other path-shaped text must stay ordinary inline code. Steps to reproduce 1. Add a task comment that contains inline code with a missing or inaccessible workspace path. 2. Open the task thread as a board user. 3. Observe that the path looks like an actionable file chip. 4. Select the chip and observe that the file cannot open. Paperclip version or commit `19be4cf927` and earlier. Deployment mode Local dev and self-hosted server. Access context Board user. ## What Changed - Added shared request, response, and validation contracts for batched workspace-file availability checks. - Added an issue-scoped server endpoint that resolves file references with company, issue, workspace, and preview-access checks. - Added bounded batch concurrency and tests for missing, denied, ambiguous, remote, unsupported, and available files. - Added an issue-scoped UI availability registry that deduplicates, batches, caches, and invalidates file checks. - Changed task-comment markdown rendering so only confirmed files get chip styling and file-viewer behavior. - Bound each chip to the exact workspace target that passed the availability check. ## Verification - `pnpm exec vitest run packages/shared/src/workspace-file-resource.test.ts server/src/__tests__/file-resources.test.ts ui/src/components/MarkdownBody.test.tsx ui/src/components/WorkspaceFileMarkdownBody.availability.test.tsx ui/src/lib/remark-workspace-file-refs.test.ts ui/src/lib/workspace-file-availability.test.ts` — 93 passed, 35 skipped. - `pnpm check:token-gates` — clean. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — all server and UI groups passed. One unchanged CLI test saw the run-injected static AWS credentials and expected only its local `AWS_PROFILE`. The same test passed, 8 of 8, after removing only `AWS_ACCESS_KEY_ID` and `AWS_SECRET_ACCESS_KEY` from its process environment. ## Risks - File chips now appear after an asynchronous availability check, so path-shaped text can briefly render as inline code. - Availability results use the existing 30-second file-resource cache window. File-resource invalidation forces a new check. - The endpoint limits each request to 100 references and the client chunks larger sets. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The service did not expose a more specific model ID or context-window size. The agent used high-reasoning mode, repository tools, command execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-11 12:11:45 -04:00
DottaandPaperclip	c4abecb2c4	fix(skills): refresh project folders in place (#11066 ) ## Thinking Path > - Paperclip helps operators manage agent skills across a company. > - The installed skills view groups project-backed skills into folders. > - The view showed two folder creation controls and only offered a global project scan. > - Operators need one clear folder action and a refresh action for the selected project. > - This pull request keeps folder creation in the folder rail and adds a scoped project refresh. > - The benefit is a calmer skills view and faster, more precise project skill updates. ## Linked Issues or Issue Description No public GitHub issue exists for this focused UI bug. What happened? The installed skills view repeated the folder creation action in the toolbar. A selected project folder also had no way to refresh only its own project skills. Expected behavior The folder rail must own folder creation. A selected project-backed folder must offer a refresh action that scans only that project and refreshes the skill and folder queries. Steps to reproduce 1. Open the installed skills view for a company with project-backed skill folders. 2. Select a project folder. 3. Observe the duplicate folder action and the absence of a project-scoped refresh action. Paperclip version or commit Reproduced before this two-commit fix on `master`. Deployment mode Local development with `pnpm dev`. ## What Changed - Removed the duplicate toolbar folder creation button when the folder rail exists. - Preserved the toolbar folder action when no folder rail exists. - Added a refresh action beside the breadcrumb for a selected project-backed folder. - Passed the selected project ID to the project scan API. - Refreshed both the installed skill list and skill folder data after scans. - Added component tests for compact folder creation, the empty-folder fallback, and scoped project refresh. ## Verification - `pnpm exec vitest run ui/src/pages/CompanySkills.test.tsx` — 20 tests passed. - `pnpm check:token-gates` — passed with all three gates clean. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — the server and UI stages passed 7,475 tests. The CLI stage then found one environment-sensitive AWS doctor assertion because this agent runtime injects static AWS credentials. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — all 8 tests passed. - GitHub CI — all latest-head checks passed. ## Risks - Low risk. The scoped refresh depends on the existing `project:<id>` folder system key. - The global scan path is unchanged. - There are no schema, migration, API contract, dependency, workflow, or documentation changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 family. The runtime did not expose a more specific model ID or context-window size. The agent used high-reasoning mode, repository tools, GitHub tools, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-11 09:57:19 -04:00
DottaandPaperclip	b58ce27a02	fix: isolate execution workspace summaries (#10790 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip gives operators a summary for each workspace. > - An execution workspace detail page used the parent project-workspace summary slot. > - Two execution workspaces under one project workspace could therefore show the same summary. > - This pull request gives each execution workspace its own summary scope. > - It also limits the summary snapshot and generated issue to that execution workspace. > - The benefit is that a new or parallel execution workspace cannot inherit unrelated status. ## Linked Issues or Issue Description What happened? An execution workspace detail page read and refreshed the summary slot for its parent project workspace. Parallel execution workspaces could show the same status and include issues from each other. Expected behavior Each execution workspace must have one isolated summary slot. Its generated snapshot must include only issues assigned to that execution workspace. Steps to reproduce 1. Create two execution workspaces under one project workspace. 2. Add different issues to each execution workspace. 3. Generate the summary in the first execution workspace. 4. Open the second execution workspace. 5. Observe that the old implementation could reuse the first summary. Paperclip version or commit The problem exists on `master` before this pull request. Deployment mode The issue affects both local trusted and authenticated deployments. ## What Changed - Added `execution_workspace` to the shared summary-slot scope contract. - Validated execution-workspace ownership and stored generated summary issues on the correct execution workspace. - Limited execution-workspace snapshots to issues with the matching execution workspace ID. - Updated the execution workspace page to use its own summary slot. - Updated Summarizer instructions, routine options, catalog metadata, documentation, and regression tests. ## Verification - `NODE_ENV=test pnpm exec vitest run packages/shared/src/summary-slot.test.ts server/src/__tests__/summary-slots.test.ts ui/src/pages/ExecutionWorkspaceDetail.test.tsx` — 30 focused tests passed; the embedded-Postgres server tests were run outside the process-restricted sandbox. - `pnpm check:token-gates` — passed. - `pnpm --filter @paperclipai/skills-catalog validate` — passed with 17 catalog skills. - [Latest-head GitHub Actions](https://github.com/paperclipai/paperclip/actions/runs/31491475405) — all 22 jobs passed on `beea14cbaf`, including typecheck, build, server/workspace tests, serialized suites, e2e, canary, and aggregate verification. One unrelated adapter cleanup test initially hit an `ENOTEMPTY` temp-directory race; its single permitted rerun passed. - Greptile — 5/5 confidence on `beea14cbaf`, 12 files reviewed, zero comments added, and zero unresolved threads. ## Risks - Low risk. The new scope is additive. - Existing project and project-workspace summary slots keep their current keys and behavior. - A summary generated for an execution workspace now excludes sibling workspace issues by design. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The deployment does not expose a more specific model ID or context-window value. It used agentic reasoning, repository tools, code execution, and GitHub tooling. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-11 08:56:32 -04:00
DottaandPaperclip	9cdaa5416e	fix(ui): remember folded inbox subtasks (#11069 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The inbox helps operators scan parent tasks and their sub-tasks > - Operators can fold a parent task to hide its sub-tasks > - The inbox previously forgot that fold state after a page refresh > - This pull request stores the fold state for each company and restores it when the inbox loads > - The benefit is that the inbox keeps the operator's chosen task layout across page refreshes ## Linked Issues or Issue Description What happened? The inbox reset every folded parent task after a page refresh. This made all nested sub-tasks visible again. Expected behavior The inbox must keep each folded or unfolded parent state after a page refresh. The state must remain separate for each company. Steps to reproduce 1. Open the inbox with parent and child tasks. 2. Fold one parent task. 3. Refresh the page. 4. Observe that the child task is visible again without this fix. Paperclip version or commit Current `master` before this pull request. Deployment mode Local dev and built-from-source deployments. ## What Changed - Added company-scoped local storage helpers for collapsed inbox parent IDs. - Restored the stored parent fold state when the inbox mounts or the selected company changes. - Saved both direct toggle changes and explicit collapse changes. - Added helper tests and an inbox remount regression test for both folded and unfolded states. ## Verification - `pnpm exec vitest run ui/src/lib/inbox.test.ts ui/src/pages/Inbox.test.tsx` — 77 tests passed. - `pnpm check:token-gates` — all gates passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/ui build` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — 3,521 tests passed and four skipped. One unrelated server test on the current base fails because it reads `heartbeat.scheduling_suppressed` instead of `issue_commented`; the same test fails alone and this pull request changes only inbox UI files. ## Risks - Low risk. The state is local to the browser and scoped by company ID. - Old parent IDs can remain in local storage after tasks are deleted, but they do not affect visible tasks. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.6-sol`, with reasoning, tool use, and code execution. The runtime does not expose its context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-11 07:09:54 -04:00
DottaandClaude Fable 5	66575fe519	fix(paperclip-page): scope uploader credentials to the publish helper (#10894 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents publish static pages with the paperclip-page skill and its `publish.sh` helper > - The skill docs told operators to bind the page-uploader IAM keys as the global `AWS_ACCESS_KEY_ID` / `AWS_SECRET_ACCESS_KEY` > - Static env keys have precedence over `AWS_PROFILE` in the AWS CLI and in all AWS SDKs > - Because of this, each agent run lost the host role identity and lost access to Secrets Manager and other AWS services > - This pull request adds namespaced credential variables that apply only to the helper's own `aws` calls > - The benefit is a stable host AWS identity in agent runs, with no change to page publishing ## Linked Issues or Issue Description No public GitHub issue exists. Description of the problem: What happened? Agent runs on a host with `AWS_PROFILE` set lost access to AWS Secrets Manager. The failures looked intermittent. The cause is deterministic: the page-uploader keys were bound as global `AWS_ACCESS_KEY_ID` / `AWS_SECRET_ACCESS_KEY` in agent run environments. These static keys shadow `AWS_PROFILE`. Each process in the agent run then used the S3-upload-only uploader identity. Expected behavior The page-uploader credentials apply only to the page publish helper. All other processes keep the host identity from `AWS_PROFILE`. Steps to reproduce 1. Set `AWS_PROFILE` to a role with Secrets Manager access. 2. Export `AWS_ACCESS_KEY_ID` / `AWS_SECRET_ACCESS_KEY` for an IAM user without that access. 3. Run `aws sts get-caller-identity`. The identity is the IAM user, not the role. 4. Run `aws secretsmanager list-secrets`. The call fails with `AccessDeniedException`. ## What Changed - `publish.sh` reads `PAPERCLIP_PAGE_AWS_ACCESS_KEY_ID` and `PAPERCLIP_PAGE_AWS_SECRET_ACCESS_KEY`, with optional `PAPERCLIP_PAGE_AWS_SESSION_TOKEN`. - The helper applies these values only to its own `aws` invocations. It clears ambient `AWS_PROFILE` and `AWS_SESSION_TOKEN` for those calls. - Credential precedence is: namespaced key pair, then `PAPERCLIP_PAGE_AWS_PROFILE`, then the ambient credential chain. Existing global-name bindings continue to work during migration. - Validation: the key pair must be set together. The pair plus `PAPERCLIP_PAGE_AWS_PROFILE` is an error. A session token without the pair is an error. - `SKILL.md` and `README.md` now instruct operators to bind the secrets under the namespaced names and explain the shadowing hazard. ## Verification - Run `node --test .agents/skills/paperclip-page/scripts/publish.test.mjs`. All 11 tests pass. - New tests cover: the incomplete key pair, the pair-plus-profile conflict, the token-without-pair error, and a fake-`aws` environment capture that proves the helper's calls see the page keys while `AWS_PROFILE` and `AWS_SESSION_TOKEN` stay unset. - Run `bash -n .agents/skills/paperclip-page/scripts/publish.sh` for a syntax check. ## Risks - Low risk. The change is contained in one skill helper and its documents. - The ambient credential chain remains the fallback, so current deployments do not break before operators rebind the secrets. - Operators must rebind the two page secrets to the namespaced names to get the benefit. The README documents this. ## Model Used Claude Fable 5 (`claude-fable-5`), Anthropic. Context window: 1,000,000 tokens (128K max output). Agentic coding session with extended thinking and tool use (Claude Code harness). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-10 21:45:58 -04:00
DottaandPaperclip	0a511ed1b0	feat(apps): support multiple provider connections (#11060 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem connects company tools through governed provider connections. > - A company can need more than one account for the same provider. > - The current database constraint and Apps flow assume one named connection per company. > - New quarantined actions also need an explicit review decision before activation. > - This pull request supports multiple provider connections and complete action review decisions. > - The benefit is safer access control and a clear multi-account Apps workflow. ## Linked Issues or Issue Description Refs: #11040 Subsystem affected Cross-cutting. This change affects the Apps UI, the tool access API, the shared request contract, and the database schema. Problem or motivation The connection name constraint prevents a company from keeping more than one connection for a provider. The Apps UI also reuses an existing OAuth connection when a user asks to connect another account. Action review can enable selected entries without recording a decision for every quarantined action. Proposed solution Remove the company and connection name uniqueness constraint. Let users open, count, edit, and create multiple provider connections. Require the finish request to cover every quarantined action exactly once before the server activates reviewed entries. Alternatives considered The UI could generate unique internal names and keep the database constraint. This would preserve a one-connection assumption in the data model and would make display names part of identity. The server could also infer review decisions from enabled actions. This would not distinguish a reviewed disabled action from an action that the user did not review. Roadmap alignment This change extends the completed MCP Tool Gateway and Apps milestone. It also supports the Connected Apps roadmap item. It follows the navigation and connection management work in #11040. ## What Changed - Remove the company-scoped connection name uniqueness index with an ordered and idempotent migration. - Add a reviewed action list to the finish-app contract and reject incomplete or duplicate review decisions. - Activate reviewed entries and keep unreviewed quarantined entries blocked. - Enable a completed connection and preserve the company and connection scope in all updates. - Show provider connection counts and open the provider setup page from Browse. - Let users edit existing connections or connect another account without reusing an active OAuth connection. - Update focused server and UI coverage for multiple connections and action review. ## Verification - Ran the focused Apps UI suite. All 116 tests passed in 11 files. - Ran the focused server and CLI suite. All 276 tests passed in 3 files. - Ran `pnpm --filter @paperclipai/db check:migrations`. The migration safety check passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. It passed 3,735 tests and skipped 4 tests. One worktree-safety assertion failed because the execution workspace reloads its worktree marker. The same test passed with an isolated non-worktree marker. - Ran `pnpm check:token-gates`. It reports 12 existing violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. - Started the six affected Playwright specifications. Chromium could not start because the host does not provide `libatk-1.0.so.0`. The GitHub e2e jobs will verify these specifications. - GitHub Actions passed every final-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed final commit `9af9200426` at 5/5 with zero review threads. ## Risks - Removing the name uniqueness index permits duplicate display names. Stable connection IDs and UIDs remain unique within a company. - The finish-app endpoint accepts the new review field as optional for backward compatibility. When clients send it, the server requires a complete decision for all quarantined actions. - Multiple OAuth connections depend on the explicit new-connection route flag. Focused tests cover active and draft connection reuse. - The migration is ordered after migration 0210. Its `DROP INDEX IF EXISTS` statement is safe to repeat. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with the `gpt-5.6-sol` model assisted this change. The agent used repository tools, code execution, test execution, and agentic reasoning. The Codex runtime manages the 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 - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 16:28:04 -05:00
DottaandPaperclip	a71b9cf628	feat(skills): add MCP integration preparation skill (#11063 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Skills Store lets a company find and install reusable agent procedures > - The MCP integration preparation procedure existed outside the app catalog > - Paperclip users could not find or install that procedure from the product > - This pull request adds the procedure as an optional software development skill > - The skill keeps research, human approval, and connector delivery as separate gates > - The benefit is a repeatable and governed path from vendor research to one connector pull request ## Linked Issues or Issue Description What existing behavior does this improve? The app-shipped Skills Store can install optional skills, but it does not include the MCP integration preparation workflow from `paperclip-content`. Subsystem affected `packages/skills-catalog`. Current behavior An agent must know where the external workflow lives. The agent cannot find or install it from the Paperclip skills catalog. Proposed behavior The optional catalog includes `prepare-mcp-integration`. The installed skill directs agents through cited research, a research-only content pull request, an exact-revision human gate, and one Paperclip connector pull request per approved connection. Reason and benefit This change makes the existing integration and connector playbooks available as one installable Paperclip workflow. It also prevents agents from starting connector code before the research gate is approved. Breaking changes None. The skill is optional and markdown-only. Related source work: paperclipai/paperclip-content#13. ## What Changed - Add the optional `prepare-mcp-integration` catalog skill under software development - Add Paperclip catalog metadata for roles, requirements, tags, and trust classification - Add a worked Notion MCP research-gate example - Regenerate the checked-in catalog manifest - Add the new key to the shipped optional skill test ## Verification - `pnpm --filter @paperclipai/skills-catalog build:manifest` - `pnpm --filter @paperclipai/skills-catalog validate` - `pnpm --filter @paperclipai/skills-catalog test` - Confirm the generated catalog contains `paperclipai/optional/software-development/prepare-mcp-integration` - Confirm the trust level is `markdown_only` and compatibility is `compatible` ## Risks - Low risk. This change adds one optional markdown-only catalog entry. - The workflow can become stale if the two upstream playbooks change. The skill requires agents to read the current playbooks before each phase and to update upstream rules when reusable specifications change. ## Model Used OpenAI Codex with GPT-5.4, reasoning mode, shell tool use, and code editing. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 15:40:11 -05:00
DottaandPaperclip	3435920ae1	docs: minimize plan task graphs (#11057 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip skills guide agents through repeatable work. > - The plan-to-task skill guides agents when they create issue graphs from plans. > - The prior guidance could encourage an issue for every concrete deliverable. > - That guidance can create unnecessary subtasks for work that one owner can complete end to end. > - This pull request defines the boundaries that justify a separate task. > - It also adds a merge-back pass that removes task splits without a qualifying boundary. > - The benefit is a smaller issue graph with clear ownership, dependencies, and review gates. ## Linked Issues or Issue Description Issue type Unclear or confusing documentation. Where is the issue? `skills/paperclip-converting-plans-to-tasks/SKILL.md` What's wrong? The skill says that each concrete deliverable must become an issue. This can make agents split one end-to-end job into tasks for each step, file, component, or phase. The result is more coordination work without a real execution boundary. Suggested fix Tell agents to start with one end-to-end task. Permit separate tasks only for ownership, parallel work, dependencies, independent review or approval, or substantial follow-up work. Require a merge-back pass before agents create the issue graph. ## What Changed - Added a rule to use the fewest tasks that can complete and verify the work. - Defined the boundaries that qualify work for a separate issue. - Added a merge-back pass for proposed subtasks without a qualifying reason. - Updated dependency, parallel work, verification, and checklist guidance to enforce the smaller graph. ## Verification - Ran `pnpm exec vitest run packages/shared/src/frontmatter.test.ts`. - Result: 1 test file passed and 21 tests passed. - Ran `git diff --check public-gh/master...HEAD`. - Confirmed that the PR changes one skill file and has no lockfile, workflow, image, or migration changes. ## Risks - Low risk. This change updates skill guidance only. - Agents might combine work too aggressively. The qualifying boundaries preserve separate ownership, parallel execution, dependencies, review, approval, and substantial follow-up work. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 through Codex. The exact deployment ID and context window are not exposed. The agent used reasoning, repository tools, command execution, and GitHub tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 15:00:41 -05:00
DottaandPaperclip	b18b0fc39b	feat: refine app connections and legacy worktree startup (#11040 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps UI manages app discovery and app connections. > - The managed worktree runtime starts agent work in repository worktrees. > - The Apps routes do not match the main discovery flow, and the connections view lacks a delete action. > - Legacy managed worktrees can also start before their pending seed operation runs. > - This pull request makes app discovery the main Apps route and makes connection management explicit. > - It also seeds legacy managed worktrees before runtime startup and makes the CLI read the repository-local config. > - The benefit is a clearer Apps workflow and a safer managed-worktree startup path. ## Linked Issues or Issue Description What existing behavior does this improve? This improves the Apps navigation, app connection management, managed git-worktree startup, and CLI worktree selection. Subsystem affected Cross-cutting. The change affects `ui/`, `server/`, `cli/`, and development documentation. Current behavior The `/apps` route opens the connections list while discovery uses a nested route. The connections list has no delete action. Some legacy managed worktrees can start runtime work before their pending seed operation runs. The CLI can also read an ambient Paperclip config instead of the repository-local config. Proposed behavior The `/apps` route opens Browse, and `/apps/connections` opens the connection list. Users can delete a connection after confirmation. Runtime startup seeds legacy managed worktrees when required. The CLI resolves the current worktree from the repository-local `.paperclip/config.json` file. Reason and benefit Users can discover apps from the canonical Apps route and can manage existing connections from a dedicated route. Legacy worktrees receive their required repository content before agent runtime starts. CLI worktree selection stays scoped to the current repository. Breaking changes The `/apps` and `/apps/browse` route behavior changes. Old Browse links redirect to `/apps`. The change does not modify an API schema or database schema. ## What Changed - Make Browse the canonical `/apps` page and move the connection list to `/apps/connections`. - Align Apps navigation, redirects, attention links, empty states, and connection actions with the new routes. - Add connection deletion with confirmation and clear failure feedback. - Seed legacy managed git worktrees before runtime startup when their seed status is pending. - Read the CLI worktree selection from the repository-local Paperclip config. - Update focused UI, server, CLI, and development documentation coverage. ## Verification - Ran 202 focused UI, server, and CLI tests. All tests passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. The server and UI stages passed 7,168 tests. The CLI stage found one environment-sensitive secrets test because this workspace injects static AWS credentials. The isolated CLI file passed all 8 tests after those injected variables were unset. - Ran `pnpm check:token-gates`. It reports 12 existing color-token violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. This pull request does not modify that file. - Ran focused regression coverage for repository-root CLI config resolution and connection deletion state. All tests and affected package typechecks passed. - Collected all 27 tests in the six changed Playwright specifications successfully. - GitHub Actions passed every latest-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed the final commit at 5/5 with zero unresolved threads. ## Risks - Existing bookmarks for `/apps/browse` redirect to `/apps`. - Connection deletion changes visible connection state and requires user confirmation. - The legacy seed path runs only for managed git worktrees with pending seed state. Tests cover the startup condition. - The rebase preserves the target branch's direct OAuth policy for the Notion connection flow. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with the GPT-5 model family assisted this change. The agent used reasoning, repository tools, code execution, and test execution. The runtime does not expose the exact model snapshot or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 14:26:40 -05:00
DottaandClaude Fable 5	9abb600e72	docs(connections): MCP-direct/DCR playbook section + Notion dry-run appendix (#11030 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools through catalog connectors. > - The connector playbook is the repeatable template for adding such connectors. > - Notion just shipped as the first MCP-direct connector with RFC 7591 dynamic client registration (#11009). > - The playbook had no guidance for MCP-direct connections, OAuth discovery, or DCR. > - This pull request documents that path and encodes three mandatory standards into the connector template. > - It also adds a Notion dry-run appendix recorded from the live probe and the shipped implementation. > - The benefit is that the next MCP-direct connector follows a recorded, verified path. > [!IMPORTANT] > Depends on #11009. This PR documents the Notion MCP connector that ships in #11009 (RFC 7591 DCR, discovery-first endpoints, `redirectConstraints` enforcement, refresh-rotation hardening). Reviewing this doc against master before #11009 merges will show the documented behavior as "not implemented" — that is expected. Draft until #11009 lands, then re-review. ## What Changed `doc/connections/CONNECTOR-PLAYBOOK.md` only (+364 lines, no code): - New "MCP-Direct Connections" section: RFC 9728/8414 endpoint discovery chain, an RFC 7591 dynamic client registration subsection (public client, PKCE S256, env-client precedence, persist-and-reuse), and a redirect-URI constraints subsection (`https-or-loopback-http`, fail-fast wizard error). - Three mandatory documentation standards encoded into the connector template itself: a service-involvement statement (DCR providers need neither Paperclip ID nor Paperclip Connect — instance-local per the PAP-14828 spec §10 item 8.4; cloud and self-hosted use the same path), a required Connection Flow section (sequence diagram + exact authorize/token/registration/callback endpoints), and a required Administrator Setup section. - A Notion dry-run appendix mirroring the Linear appendix, recorded from the live PAP-16649 probe: verified request sequence, redirect-URI probe results table, sequence diagram (mermaid), shipped manifest sketch, representative tool risk classes, admin setup (nothing to register), governance defaults, and validation hooks. ## Verification - Docs-only change; no code paths affected. `git diff --stat` shows exactly one file. - Every endpoint, error code, and constraint in the appendix was checked against the shipped implementation on the #11009 head: `server/src/services/tool-access.ts` (`assertOAuthRedirectConstraints`, DCR registration metadata, refresh serialization), `server/src/routes/tool-access.ts` (`POST /api/tools/oauth/:connectionId/start`, `GET /api/tools/oauth/callback`), and `packages/shared/src/app-definitions/notion.json` (`redirectConstraints: "https-or-loopback-http"`). - The request log mirrors the live probe record from PAP-16649 (2026-08-06/07), not vendor docs alone. - Mermaid source renders cleanly (rendered PNG attached to PAP-16653). ## Risks - Low: documentation only. Main risk is doc/implementation drift if #11009 changes before merging — mitigated by the dependency note above and re-review after #11009 lands. - The template changes add mandatory sections for future connector proposals; existing proposals are not retroactively invalidated. ## Model Used Claude Fable 5 (claude-fable-5). ## Linked Issues or Issue Description PAP-16653 (parent PAP-16637 P5). Companion catalog package landed in paperclip-content (`integrations/catalog/platforms/notion/areas/mcp/`). 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-07 10:52:04 -05:00
DottaandPaperclip	9485ffea70	fix(config): preserve env files during managed updates (#10980 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The CLI and server both update Paperclip values in `.env` files > - The server preserved operator content, but the CLI rebuilt the complete file > - A CLI rerun could remove comments, custom values, ordering, and newline style > - Both paths need one editor with one value encoding and duplicate key policy > - The final integration also needs one regression test across the related setup and sync safety mechanisms > - This pull request moves the editor to the shared package and adds cross-cutting rerun-survival coverage > - The benefit is safe setup and worktree repair reruns that preserve operator edits ## Linked Issues or Issue Description What happened? The CLI rebuilt the complete `.env` file when it wrote a managed Paperclip value. This action removed comments, blank lines, custom keys, original quoting, and the original newline style. Expected behavior Paperclip must update only the managed assignments. It must preserve all unrelated bytes. It must skip the file replacement when all managed values are current. Steps to reproduce 1. Add comments, custom keys, quoted values, and CRLF newlines to the Paperclip `.env` file. 2. Run a CLI path that calls the agent JWT secret setup. 3. Observe that the old writer replaces the complete file. Paperclip version or commit The problem exists on `master` before this pull request. Related public context: Refs #437. ## What Changed - Add one shared line-preserving `.env` editor for the CLI and server. - Define minimal and JSON value encodings in the shared helper. - Update every stale duplicate of a managed key and preserve current duplicate encodings. - Preserve comments, ordering, blank lines, unknown keys, export prefixes, trailing comments, and newline style. - Write changed files through a same-directory temporary file and atomic rename. - Limit CLI updates to non-empty `PAPERCLIP_*` entries. - Skip the write when all managed values are current. - Add shared, CLI, and server regression coverage. - Refresh the branch after the related config, sandbox, and skill safety changes landed. - Add a cross-cutting integration test for config, env-file, managed-sandbox, and managed-instructions rerun survival. ## Verification - `pnpm exec vitest run packages/shared/src/env-file.test.ts packages/shared/src/config-schema.test.ts cli/src/__tests__/agent-jwt-env.test.ts cli/src/__tests__/config-store.test.ts server/src/__tests__/config-file.test.ts server/src/__tests__/worktree-config.test.ts` passes 39 tests. - `pnpm exec vitest run server/src/__tests__/rerun-survival.integration.test.ts` passes 4 tests. - `pnpm -r typecheck` passes on the previous head. GitHub CI reruns it on the refreshed head. - The previous head passed the complete general, serialized, workspace, and E2E matrix. GitHub CI reruns that matrix on the refreshed head. - `pnpm build` passes on the previous head. GitHub CI reruns it on the refreshed head. ## Risks - Low risk. The production change only affects managed `.env` assignments. - Existing managed assignments can keep their original quoting when their decoded values are current. - Changed CLI values keep the prior minimal encoding policy. Changed server values keep the prior JSON encoding policy. - Duplicate managed assignments now follow one explicit rule: Paperclip updates each stale occurrence. - The master refresh had one import-block conflict. The resolution keeps both the config merge imports and the env-file imports. - The added integration file is test-only. It has no database, API, or UI contract effect. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex from the GPT-5 family produced this change with reasoning, tool use, and code execution. The runtime did not expose the exact model ID or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 00:54:43 -05:00
DottaandPaperclip	5da382fd59	feat(skills): require explicit merge modes (#10978 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can select company skills and synchronize them to adapter runtimes > - The skill sync API replaced the complete selection without an explicit destructive choice > - Company package import also replaced conflicting skills by default > - These defaults could remove operator edits during setup and import reruns > - This pull request adds explicit assignment merge modes and safe package conflict handling > - The benefit is that reruns preserve operator work unless the caller explicitly requests replacement ## Linked Issues or Issue Description What existing behavior does this improve? This change improves agent skill synchronization and company package import. Subsystem affected This is a cross-cutting change across the shared contracts, server, CLI, and UI. Current behavior Agent skill synchronization replaces the full desired skill set from a modeless request. Package import replaces a conflicting skill when the caller does not select a conflict mode. Proposed behavior Agent skill synchronization requires `add`, `remove`, or `replace`. Package import skips conflicts by default. Each imported skill reports whether it was created, renamed, replaced, or skipped. Reason and benefit Setup and import reruns must preserve operator edits by default. Explicit destructive modes make data loss less likely and make each outcome inspectable. Breaking changes Callers of the agent skill sync API must now send `mode`. Callers that need the former behavior must send `replace`. Package import now uses `skip` when `onConflict` is absent. ## What Changed - Added required `add`, `remove`, and `replace` modes to the shared agent skill sync contract. - Added actionable `422` validation for missing or invalid modes. - Updated first-party UI and CLI callers with explicit modes. - Changed package skill conflict handling to use `skip` by default. - Kept plugin-owned and built-in stock skill imports on explicit `replace`. - Added created, renamed, replaced, and skipped results to company imports. - Added regression coverage for merge modes and package conflict outcomes. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run:serialized` (128 suites passed) - `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed) - Focused agent skill route, company skill service, portability, CLI, and UI tests passed. - GitHub CI passed build, typecheck, canary, all general and serialized test shards, all browser shards, policy, security, and final verification on commit `2cfbb3e4c5`. - Greptile reviewed the latest commit at 5/5 with zero unresolved threads. ## Risks - This change intentionally rejects modeless agent skill sync requests. - The safe package default can leave an existing skill unchanged where the old default overwrote it. - All first-party callers now select a mode. Regression tests cover each outcome. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.6-sol` through Codex. The runtime used agentic reasoning, tool use, code execution, and repository editing. The runtime did not expose the context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 00:42:08 -05:00
DottaandPaperclip	f6c6452b25	fix(server): preserve managed environment drift on boot (#10979 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip creates a managed sandbox environment for each company during boot > - Operators can change environment fields after Paperclip creates the environment > - The boot reconciler replaced those changes without checking for drift > - This pull request adds stock hashes and transactional drift reconciliation > - The benefit is that Paperclip can update untouched stock fields without losing operator work ## Linked Issues or Issue Description What happened? The managed sandbox boot reconciler rewrote the stock description, configuration, metadata, and status on every start. It did not detect operator changes first. A restart could therefore remove an operator's changes. Expected behavior Paperclip must preserve operator changes by default. It must update an untouched stock environment when Paperclip ships new stock values. It must perform each row update and stock-hash update atomically. Steps to reproduce 1. Start Paperclip and let it create the managed sandbox environment. 2. Change one Paperclip-owned stock field on that environment. 3. Restart Paperclip. 4. Observe that the previous reconciler replaced the change. Paperclip version or commit This bug reproduces on `master` before this change. Deployment mode Local development and self-hosted server boot are affected. ## What Changed - Add a shared deterministic stock-hash and drift classifier for built-in resources. - Track the managed sandbox stock hash with the company-scoped built-in resource binding. - Reconcile the environment and its stock metadata in one transaction with a row lock. - Preserve operator-modified and unmanaged rows and report their skipped update state. - Use archive ownership tokens so provider recovery reactivates only Paperclip-archived rows and preserves later operator archive decisions. - Keep operator-owned environment variables and unrelated metadata out of the stock fingerprint. - Add activity records for managed environment creation, updates, skipped drift, tracking initialization, and archive changes. - Add regression tests for current stock, available stock updates, operator drift, unmanaged rows, archive and reactivation, user-owned fields, and concurrent reconciliation. ## Verification - `pnpm -r typecheck` - `pnpm build` - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run -- --mode serialized` (128 suites passed) - Repository general server, UI, CLI, shared, skills catalog, database, adapter, plugin SDK, and plugin creator projects passed. Two embedded-Postgres tests exceeded the host's five-second default under the aggregate run and passed in the complete database project with `--testTimeout=20000`. One timing-sensitive sandbox stream test passed on its focused retry. - Focused managed-environment unit and integration coverage passed: 49 tests across the drift classifier, boot report, and environment service suites. ## Risks - The main risk is an incorrect ownership boundary in the stock fingerprint. The fingerprint includes only Paperclip-owned stock fields. Tests confirm that environment variables and unrelated metadata survive reconciliation. - Concurrent reconciliation could otherwise overwrite a late operator edit. The implementation locks the environment row and updates the row and hash binding in one transaction. A concurrency test covers this path. - There is no schema migration. Existing managed rows initialize tracking without replacing their current values. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex. The exact serving snapshot and context-window size were not exposed. The model used reasoning, repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 00:41:42 -05:00
DottaandPaperclip	35132af161	fix(config): preserve extensions and guard invalid repairs (#11005 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The CLI and server share a JSON configuration contract for local installations and worktrees. > - Existing config writes removed extension keys because Zod stripped unknown object properties. > - Invalid config files could also be replaced with defaults before an operator preserved the original bytes. > - Configuration updates must preserve operator edits and must not rewrite files when the effective value is unchanged. > - This pull request adds extension-preserving merges, guarded invalid-config repair, atomic writes, and focused regression tests. > - The benefit is safe setup and configuration reruns without data loss or unnecessary mtime changes. ## Linked Issues or Issue Description What happened? Known-field updates through the CLI or server removed unknown top-level and nested config keys. Non-interactive configure and onboard paths could replace a present but invalid config with defaults. Expected behavior Writers preserve extension keys, skip semantic no-op writes, and require explicit interactive confirmation before an invalid config is replaced. Repair preserves an exact collision-safe backup first. Steps to reproduce 1. Add an unknown top-level key and an unknown nested provider key to `config.json`. 2. Update a known field through the CLI or worktree config writer. 3. Observe that the extension keys are removed on the base branch. 4. Write invalid JSON and run configure or onboard without an interactive terminal. 5. Observe that the original file can be replaced without a durable invalid-file backup on the base branch. Paperclip version or commit `master` at the pull request base commit. ## What Changed - Accept unknown properties at each extensible config object boundary while keeping every known field validated. - Merge known-field updates into the parsed source config and preserve only unknown extension data. - Warn about near-match key names without deleting or changing them. - Skip writes when the effective config is unchanged, which keeps file mtimes stable. - Write config changes through a temporary file, file sync, rename, and directory sync. - Distinguish a missing config from an invalid config in configure and onboard. - Back up invalid bytes as `config.json.invalid-N` and verify the source still matches that backup before repair. - Require interactive repair confirmation and reject non-interactive replacement with an actionable message. - Document the config preservation and repair behavior. ## Verification - `pnpm exec vitest run packages/shared/src/config-schema.test.ts cli/src/__tests__/config-store.test.ts cli/src/__tests__/configure-repair.test.ts cli/src/__tests__/configure.test.ts cli/src/__tests__/onboard.test.ts server/src/__tests__/config-file.test.ts server/src/__tests__/worktree-config.test.ts` - `pnpm -r typecheck` - `AWS_ACCESS_KEY_ID= AWS_SECRET_ACCESS_KEY= VITEST_MAX_WORKERS=1 pnpm test:run` - `pnpm build` - Confirm all pull request checks are green on the latest commit. - Confirm Greptile reports 5/5 with no unresolved comments. ## Risks - Passthrough keeps misspelled keys. Near-match warnings make this visible without destructive cleanup. - Merge behavior must distinguish unknown extension keys from optional known keys. Schema-aware regression tests cover preservation and known-key deletion. - Repair must not overwrite bytes that changed after backup. The writer compares the current source with the selected backup before atomic replacement. - The change does not alter database schema, company scoping, or activity logging. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 model family. The exact deployment model ID and context window are not exposed. Agentic reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 00:41:19 -05:00
Dotta Paperclip Claude Fable 5	03cfad7ceb	feat(apps): connect Notion through MCP OAuth (#11009 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools. > - The Apps gallery lists Notion, but the server required manually configured OAuth credentials. > - Notion's hosted MCP server supports OAuth discovery and dynamic client registration. > - Notion also requires HTTPS or a loopback HTTP redirect URI. > - This pull request adds a direct Notion MCP OAuth path with PKCE and reusable dynamic clients. > - It also adds the current Apps UI states for connect and reauthorization. > - The benefit is a secure Notion connection with no manual client credential setup. ## Linked Issues or Issue Description What existing behavior does this improve? The Apps gallery, Apps connect route, OAuth token lifecycle, and managed MCP gateway. Subsystem affected `server/`, `packages/shared/`, `scripts/`, and `ui/`. Current behavior The Notion gallery cards are disabled. The server uses the classic Notion OAuth endpoints and requires operator-supplied client credentials. It does not register an OAuth client from provider metadata. Concurrent refreshes can also replay a rotating refresh token. Proposed behavior Enable the Notion Apps flow. Discover OAuth metadata from `https://mcp.notion.com/mcp`. Register and reuse a public RFC 7591 client with PKCE. Require HTTPS or loopback HTTP callbacks. Serialize refreshes, store each rotated refresh token before the new access token can be used, and show a reconnect state for `invalid_grant`. Reason and benefit Operators can connect the built-in Notion MCP app without creating or copying OAuth credentials. Paperclip keeps dynamic clients and rotating tokens in the company secret store. Breaking changes None. Explicit environment client credentials still take priority. Existing Slack and Linear OAuth endpoint hints remain unchanged. Other OAuth apps remain disabled unless they are allowlisted. Additional context PR #10910 is a related, broader Connections v3 wizard replacement. This PR is the focused current Apps flow. The MCP Tool Gateway and Connected Apps items in `ROADMAP.md` cover this planned capability. ## What Changed - Classify all 20 reviewed Notion MCP tools with provider-scoped read and write defaults. - Require approval for selected Notion mutations, including move, duplicate, and convert actions that generic verb matching missed. - Preserve company-scoped connection and catalog resolution for Notion profiles and policies. - Add RFC 7591 dynamic client registration with `token_endpoint_auth_method=none` and mandatory PKCE. - Store the dynamic client ID on the connection and store any returned client secret in the company secret store. - Reuse the registered client for later connects and keep explicit environment credentials as the first choice. - Discover protected-resource and authorization-server metadata from the Notion MCP endpoint. - Add `redirectConstraints: "https-or-loopback-http"` to the generated Notion app definition and shared contract. - Reject non-loopback plain HTTP callbacks before network access with a TLS setup error. - Serialize client registration and token refresh operations within the server process. - Store a rotated refresh token before publishing the refreshed access token. - Treat `invalid_grant` as terminal and move the connection to a clear reauthorization state. - Add focused coverage for registration reuse, callback constraints, refresh rotation, and terminal grants. - Enable the Notion Apps route and add connect, redirect, success, error, and reconnect UI states. - Keep non-allowlisted OAuth apps blocked and cover the UI policy with regression tests. ## Verification - The focused Notion policy integration test passed with embedded PostgreSQL. - The focused 20-tool classification test passed. - The server typecheck passed on the governance head. - `pnpm -r typecheck` passed on the rebased head. - `pnpm --filter @paperclipai/server typecheck` passed after the security follow-up. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t \u0027DCR\|refresh tokens\|invalid_grant\|abandoned lease\u0027` passed 10 focused security tests. - `pnpm build` passed on the rebased head. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t 'OAuth\|oauth'` passed 14 tests. - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` passed 5 tests. - The complete server group passed 3,686 tests with 4 skipped. - The complete UI group passed 3,656 tests. - The full local runner found one environment-only CLI failure because this agent runtime injects static AWS credentials into a test that expects `AWS_PROFILE` only. `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` passed all 8 tests. - The prior UI verification passed 55 focused tests, `pnpm check:token-gates`, the Storybook build, and review of six 1440 x 1000 screenshots. - OAuth request sequence: protected-resource metadata `GET https://mcp.notion.com/.well-known/oauth-protected-resource/mcp`; authorization metadata `GET https://mcp.notion.com/.well-known/oauth-authorization-server`; dynamic registration `POST https://mcp.notion.com/register`; authorization `GET https://mcp.notion.com/authorize`; token exchange and refresh `POST https://mcp.notion.com/token`; MCP traffic `POST https://mcp.notion.com/mcp`. - The live metadata and registration probe confirmed that Notion accepts HTTPS and loopback HTTP redirects. It rejects a plain HTTP private hostname. - A later QA task owns the full browser consent and managed gateway tool-list dry run against a configured HTTPS deployment. ## Risks - Notion can add tools. Unrecognized names use the generic classifier, and new or changed risky tools stay quarantined after connection activation. - A deployment that uses a private non-loopback hostname must configure HTTPS before it can connect Notion. - Dynamic registration creates a provider-side client. Paperclip reuses it because registration does not provide a standard delete operation. - Refresh coordination uses a database CAS lease across service instances. An unclean crash leaves an uncertain lease and requires reconnect instead of risking refresh-token replay. - The current Apps surface overlaps with PR #10910. Merge order can require a small conflict resolution if that PR lands first. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex on a GPT-5 runtime. The exact deployment ID and context window are not exposed. The runtime used reasoning, repository tools, code execution, and network 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> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-06 22:18:08 -05:00
DottaandPaperclip	f258b34bbd	fix(ui): unify cloud-managed sign-out (#10994 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip can run as a self-hosted app or as a Cloud-managed tenant. > - These modes need different sign-out sequences because Cloud owns three sessions. > - Several visible controls implemented sign-out separately and could choose different paths. > - This pull request adds one Cloud-aware sign-out action and moves every visible control to it. > - The benefit is one safe sign-out path in Cloud and unchanged local sign-out in self-hosted deployments. ## Linked Issues or Issue Description Refs #2073. That older PR adds a separate company-settings sign-out surface. This change centralizes the existing account, company, and instance-settings surfaces and preserves the self-hosted behavior described there. What happened? Visible sign-out controls used separate implementations. A Cloud-managed control could call the app-local sign-out endpoint and open the local auth page. That path did not enter the Cloud-owned logout sequence for the tenant, Cloud, and identity sessions. Expected behavior Every visible sign-out control must use one action. Cloud-managed instances must navigate the top-level window to the same-origin `/cloud/logout` route without a local sign-out call first. Authenticated self-hosted instances must keep the local sign-out API and cache invalidation behavior. Steps to reproduce 1. Open a Cloud-managed tenant. 2. Use the account menu, company menu, or instance-settings sign-out control. 3. Observe that independently implemented controls can enter different sign-out paths. Paperclip version or commit The problem reproduces at `656ecfa585b31938e2685ffab3db22e794474803`. Deployment mode Cloud-managed tenant built from source. The regression tests also cover authenticated self-hosted mode. ## What Changed - Added `useSignOut` as the shared Cloud-aware sign-out action. - Navigated Cloud-managed sessions to `/cloud/logout` exactly once without calling local auth first. - Preserved local API sign-out and cache invalidation for authenticated self-hosted sessions. - Migrated the account menu, company menu, and instance general settings to the shared action. - Added focused tests for mode selection, menu closure, pending state, failure state, and settings behavior. ## Verification - `pnpm exec vitest run ui/src/hooks/useSignOut.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/components/SidebarCompanyMenu.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` — 26 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — passed. - `git diff --check origin/master..HEAD` — passed. ## Risks - Low risk. The change centralizes existing behavior and adds no schema, API, telemetry, or style-token changes. - Cloud mode depends on the existing health decision. Tests pin both mode branches. - The change does not alter Fetch Metadata, CSRF, cookie, prefetch, or return-URL protections owned by the Cloud logout route. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5. The runtime does not expose a more specific model ID or context-window size. The agent used high-reasoning mode, shell tools, and API 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 - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-06 12:13:14 -05:00
DottaandClaude Fable 5	52b8741b8e	perf(server): cut steady-state DB hot paths in dashboard, attention, and productivity sweeps (#10992 ) <!-- ASD-STE100 --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The server keeps fleet health with periodic sweeps and shows a dashboard with run activity > - The Paperclip instance became slow again after the first round of recovery-sweep indexes landed > - Live profiling found four steady-state hot paths that read much more data than they use > - This pull request bounds the dashboard recursion, adds the missing taskKey index, and narrows two wide reads > - The benefit is a large drop in constant database load and a responsive server ## Linked Issues or Issue Description Describe the bug The server becomes slow while agents work. Live query sampling shows four hot paths: 1. The dashboard run-activity recursive CTE reads every run a company ever had on each call. One call takes 2.85 seconds. The UI calls it after almost every fleet event through the dashboard and sidebar-badges routes. 2. The productivity-review sweep runs each 30 seconds. Its run-scope filter is `issueId OR taskId OR taskKey` on the run context JSONB. No index exists for `taskKey`. The planner must detoast every run snapshot for the agent. One query takes 444 ms and the sweep makes one for each of ~152 candidate issues. 3. The attention failed-run section selects the full `context_snapshot` for every run newer than the oldest exhausted run. That fetch moves 29 MB for each feed build. 4. The retention sweep pages the attention feed with a cursor. Each page makes a full feed rebuild. Expected behavior Periodic sweeps and dashboard queries read only the data they use, and use indexes. Actual behavior The database stays saturated. Users see a slow server. ## What Changed - `server/src/services/dashboard.ts`: bound both arms of the `recovered_runs` recursive CTE to the chart window. A retry is always newer than the run it retries, so the bound cannot change visible chart data. Live time went from 2,852 ms to 54 ms. - `packages/db/src/migrations/0210_heartbeat_context_taskkey_index.sql`: add the `taskKey` expression index that completes the issueId/taskId/taskKey trio. With all three, the planner uses a BitmapOr. Live time for the productivity run-scope query went from 444 ms to 1.9 ms. - `packages/db/src/schema/heartbeat_runs.ts`: mirror the new index in the Drizzle schema. - `server/src/services/productivity-review.ts`: select only the seven run fields the evidence code reads. Before, the query pulled full rows with `result_json` (up to 43 kB per row, 100 rows per issue). - `server/src/services/attention.ts`: project `issueId`/`taskId` text fields instead of the full `context_snapshot` in the failed-run newer-runs query (29 MB per feed build before). - `server/src/index.ts`: the retention sweep now builds the attention feed once per company with `all: true` instead of one full rebuild per cursor page. - `packages/db/src/heartbeat-context-snapshot-index-migration.test.ts`: cover the new index and re-run migration 0210 statements to prove idempotency. ## Verification - `pnpm --filter @paperclipai/db typecheck` (includes migration numbering and safety checks) — pass. - `npx tsc --noEmit` in `server/` — pass. - `npx vitest run packages/db/src/heartbeat-context-snapshot-index-migration.test.ts` — pass (embedded Postgres, full migration chain, planner assertions, idempotent re-run of 0209 and 0210). - `npx vitest run` on attention, dashboard, productivity-review, decision-retention, issue-blocker-attention, and issue-review-attention test files — 72/72 pass. - Live EXPLAIN ANALYZE before/after numbers are in the What Changed list. ## Risks - Migration 0210 builds one btree index without CONCURRENTLY inside the transactional migration runner. The table is not in the large-table bucket. The 0209 twin built in seconds on a 100k-row live table. - The CTE bound excludes retry ancestors that are older than the chart window. Those rows are not visible to the chart query, so chart output does not change. - The attention projection changes JSONB scalar handling in one edge case: a non-string `issueId`/`taskId` value now casts to text instead of reading as absent. These keys are always strings in practice. - The retention sweep now holds one full feed in memory per company. The cursor loop already accumulated all pages into one array, so peak memory is unchanged. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic, Mythos-class tier, extended thinking + tool use) via Paperclip agent runtime. - [x] I searched existing PRs and issues and this change is not a duplicate. Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-06 11:56:40 -05:00
Dotta Claude Fable 5 Paperclip	656ecfa585	fix(server): keep Date fields intact through secret redaction; harden chat notice timestamps (#10984 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The task chat thread renders issue comments, system notices, and run transcripts > - The server routes comment payloads through the run-secret redaction walker before it sends them > - The walker rebuilds each object with `Object.entries`, and this collapses `Date` instances to `{}` > - The chat renderer then calls `.toISOString()` on an invalid date and throws, and the thread falls back to the error banner > - This pull request keeps `Date` instances intact in redacted responses and makes the renderer safe against bad timestamps > - The benefit is that task threads with system notices render correctly again ## Linked Issues or Issue Description What happened Task threads that contain a system notice showed the banner "Chat renderer hit an internal state error." in place of the conversation. This occurred on many tasks. Expected behavior The thread renders all comments and system notices with correct timestamps. Steps to reproduce 1. Open a task that has at least one system notice comment (for example a "Workspace ready" notice). 2. `GET /api/issues/{id}/comments` returns `createdAt: {}` for every comment because the secret-redaction walker collapses `Date` objects. 3. The system-notice row calls `new Date({}).toISOString()`. This throws `RangeError: Invalid time value` and trips the thread error boundary. Version / deployment Regression from #9934 (`e43f187ca`). It applies to all deployments that include that commit. ## What Changed - `server/src/services/run-secret-redaction.ts`: `redactRegisteredSecretValues` now returns `Date` instances as-is. Dates hold no redactable text, and the `Object.entries` rebuild turned them into `{}`. - `ui/src/components/IssueChatThread.tsx`: the system-notice row formats its timestamp with a new `toValidIsoString` helper. A value that does not parse as a date now degrades to "no timestamp" instead of a render crash. - Regression tests at three layers: - Walker unit tests: `Date` values survive with and without registered secret values. - Route test: `GET /issues/:id/comments` serializes `createdAt` / `updatedAt` as ISO strings. - Render test: a system notice with a malformed `createdAt` renders without the error boundary. ## Verification - `npx vitest run --root server src/__tests__/run-secret-redaction.test.ts` — 5 passed. - `npx vitest run --root server src/__tests__/issue-comment-redaction.test.ts` — 4 passed (embedded Postgres route test). - `cd ui && npx vitest run src/components/IssueChatThread.test.tsx src/components/IssueChatThreadSystemNotice.test.tsx src/lib/issue-chat-messages.test.ts` — 121 passed. - Each new test was run against the unfixed code and failed there, which confirms it guards the regression. - A local sweep rendered 47 real issue threads through `IssueChatThread`: 7 tripped the boundary before the fix, 0 after. ## Risks - Low risk. The server change only preserves `Date` objects that the walker destroyed before. String redaction behavior does not change, and the registry-key stripping does not change. - The UI change only affects the timestamp of system-notice rows and omits it when the value is invalid. ## Model Used - Claude Fable 5 (`claude-fable-5`), Anthropic. Agentic coding session with tool use (file edits, shell, Vitest). No extended-context or special reasoning mode. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-06 10:29:07 -05:00
Dotta Claude Fable 5 Paperclip	e591e75b8c	perf(db): index context_snapshot/payload issueId lookups used by recovery sweeps (#10969 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server runs a recovery sweep every 30 seconds. The sweep makes sure assigned issues do not stall. > - The sweep reads the latest heartbeat run for each candidate issue. It filters `heartbeat_runs` on `context_snapshot ->> 'issueId'`. No index covers this expression. > - Each lookup scans ~26k rows and detoasts each row's JSONB context (~645 ms per query, measured with EXPLAIN ANALYZE). With ~460 candidate issues, one sweep schedules ~500 seconds of database work every 30 seconds. > - The database saturates. Users see the whole server as slow. > - This pull request adds expression indexes so these lookups become index scans. > - The benefit is that the recovery sweep drops from ~500 seconds of database work per tick to milliseconds, and the server becomes responsive again. ## Linked Issues or Issue Description What happened? The server became slow for all users. `pg_stat_activity` sampling showed the same two recovery-sweep queries active continuously (15/15 samples). Each `getLatestIssueRun` call filtered `heartbeat_runs` on the unindexed expression `context_snapshot ->> 'issueId'`, scanned ~26k rows, and detoasted a 2.1 GB TOAST region. `heartbeat_runs` accumulated 10.8 billion sequential tuples read. `hasActiveExecutionPath` also scanned `agent_wakeup_requests` (1.8M rows) on the unindexed expression `payload ->> 'issueId'`. Expected behavior Per-issue run lookups in the recovery sweep complete in milliseconds. The sweep finishes well inside its 30-second interval. Background maintenance does not degrade interactive latency. Steps to reproduce 1. Run a board with several hundred issues in `todo` / `in_progress` / `in_review` and a large `heartbeat_runs` table with big `context_snapshot` payloads. 2. Let the heartbeat scheduler run its 30-second recovery sweep. 3. Observe `pg_stat_activity`: the per-issue `heartbeat_runs` lookups run continuously; `EXPLAIN ANALYZE` shows a filter on `context_snapshot ->> 'issueId'` removing tens of thousands of rows per call. Paperclip version or commit master (`814cb336`) ## What Changed - Add migration `0209_heartbeat_context_snapshot_indexes.sql` with three expression indexes: - `heartbeat_runs (company_id, (context_snapshot ->> 'issueId'), created_at DESC)` - `heartbeat_runs (company_id, (context_snapshot ->> 'taskId'), created_at DESC)` - `agent_wakeup_requests (company_id, (payload ->> 'issueId'))` — with a `large-create-index-not-concurrently` safety pragma and justification, following the migration 0206 precedent. - Mirror the three indexes in the drizzle schema files (`heartbeat_runs.ts`, `agent_wakeup_requests.ts`). - Add `heartbeat-context-snapshot-index-migration.test.ts`. The test boots a fresh embedded Postgres, applies the full migration chain, asserts the indexes exist, and asserts with `EXPLAIN` that the planner selects them for the exact hot query shapes. ## Verification - `pnpm --filter @paperclipai/db exec tsx src/check-migration-numbering.ts` passes. - `pnpm --filter @paperclipai/db exec tsx src/check-migration-safety.ts` passes. - `npx vitest run src/heartbeat-context-snapshot-index-migration.test.ts` passes (fresh embedded Postgres, full chain 0000→0209, planner uses all three indexes). - `npx vitest run src/check-migration-safety.test.ts` passes (25/25). - `tsc --noEmit` clean for `packages/db`. ## Risks - The index builds run inside the transactional migration (no `CONCURRENTLY`). The `heartbeat_runs` build must read its 2.1 GB TOAST once; expect the migration step to add roughly 1–3 minutes to one deploy while writes to the two tables wait. This is a one-time cost at startup, before the server accepts traffic. - Three new indexes add small write overhead to two hot-write tables. The read savings are several orders of magnitude larger. - No query or API behavior changes; the planner simply gains a better access path. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic), extended thinking, with tool use (shell, Postgres EXPLAIN/ANALYZE against the live instance for measurement, vitest for verification). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-06 10:25:27 -05:00
DottaandPaperclip	814cb33676	feat(server): allow agents to resolve review confirmations (#10939 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Issue reviews use thread confirmations to record explicit verdicts > - The server allowed users to resolve review confirmations but rejected all agent actors > - This one-way rule prevented an eligible agent reviewer from completing a review > - The existing review policy already defines which actor can submit a verdict > - This pull request applies that policy to agent confirmation verdicts on writable issues > - The benefit is a consistent review gate for users and agents with preserved audit attribution ## Linked Issues or Issue Description - Builds on: #10931 (merged into master before this PR) - Refs #8617 ## What Changed - Allow eligible agents to accept or reject pending review confirmations on issues they can write. - Allow a creator agent to withdraw its own pending review confirmation when the review policy permits it. - Reuse the review verdict policy check for users and agents. - Require an explicit, same-run review-confirmation binding so unrelated board-only confirmations stay protected. - Preserve board-only tool action confirmations and existing user attribution. - Add route and service tests for agent accept, reject, withdrawal, human-only denial, and user attribution. ## Verification - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-execution-policy-routes.test.ts server/src/__tests__/issue-review-policy.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-stalled-review-decision-routes.test.ts` (256 passed after rebasing onto master and the atomic binding fix) - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm -r typecheck` - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` - `pnpm build` ## Risks - The change expands who can resolve pending review confirmations. The existing issue write checks and review policy limit this access. - Tool action confirmations remain board-only. - The pull request depends on the review policy helper from #10931, which is now merged into master. > 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`. The roadmap marks Agent Reviews and Approvals as shipped. This pull request fixes a narrow server behavior gap in that shipped capability. ## Model Used - OpenAI Codex, model `gpt-5.6-sol`, with reasoning, tool use, and code execution. The runtime does not expose the context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 23:40:05 -05:00
DottaandPaperclip	f554d67377	fix(server): add explicit review verdict policies (#10931 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Issues use `in_review` to request a final decision from an authorized writer > - The server rejected an assignee agent that tried to close its own review, even when the issue had no independent-review rule > - This rejection stopped the default agent workflow and did not represent the configured execution-stage rules > - Paperclip needs an open default and explicit issue-level constraints for teams that require an independent or human verdict > - This pull request removes the unconditional rejection and adds `anyone`, `not_creator`, and `human_only` review policies > - The benefit is a working default path with opt-in, authenticated verdict controls ## Linked Issues or Issue Description Refs #10635, #4429, and #10671. The related public work covers execution-stage independence, self-approval fallback behavior, and durable review paths. This change is distinct. It controls who can resolve an issue review verdict. It keeps configured execution stages active. ## What Changed - Added a nullable `review_policy` issue column. Null has the same meaning as `anyone`. The migration does not backfill existing issues. - Added shared create, update, response, and compact issue contracts for `anyone`, `not_creator`, and `human_only`. - Removed the unconditional agent self-approval rejection for `in_review` issues. - Added one reusable verdict-actor check for terminal status changes and pending interaction accept or reject actions. - Used the authenticated principal type for `human_only`. Agent keys and run tokens remain agent principals. - Used the latest transition into `in_review` to identify the requester for `not_creator`. - Added actionable 403 responses that name the policy, the allowed actor, and the next step. - Kept the configured execution-stage transition and signoff behavior. - Added focused contract, helper, status-route, interaction-route, and execution-stage regression tests. - Updated the implementation specification for the new issue field. ## Verification - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-review-policy.test.ts server/src/__tests__/issue-stalled-review-decision-routes.test.ts --reporter=dot` passed: 42 tests. - `pnpm --filter @paperclipai/shared typecheck` passed. - `pnpm --filter @paperclipai/db typecheck` passed, including migration numbering and safety checks. - `pnpm --filter @paperclipai/server typecheck` passed. - `pnpm run typecheck:build-gaps` passed across server, CLI, plugin SDK/examples, plugin wiki, and UI. - `git diff --check origin/master...HEAD` passed. - SecurityEngineer review approved the authenticated-principal checks and accepted policy-relaxation tradeoff with no required changes. - Greptile reviewed the latest head at 5/5 with zero inline comments or follow-ups. - The latest-head GitHub rollup passed build, typecheck, server/workspace tests, serialized suites, canary, e2e, and external security checks. ## Risks - The migration adds one nullable text column. It has no default and no backfill. - `not_creator` reads the latest recorded transition into `in_review`. It denies the verdict when it cannot identify the requester. - Agents can change or relax `reviewPolicy` when they have issue write access. This is intentional for this issue-level control. - Null and `anyone` do not add a database query to the verdict path. - Configured execution-stage checks still run after the issue-level policy check. > This work aligns with the completed "Agent Reviews and Approvals" and "Enforced Outcomes" roadmap items. It does not add a new roadmap capability. ## Model Used - OpenAI Codex, GPT-5. The exact deployment ID and context-window size are not exposed to the agent. The run used reasoning, repository tools, code execution, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 23:12:41 -05:00
DottaandPaperclip	5b62a3883f	feat(settings): add experimental Simplified English Interactions flag (#10934 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents ask humans for decisions through interaction blocks: plan confirmations, structured questions, suggested tasks, and checkbox prompts > - Each agent writes these decision prompts in its own style, so operators can get long or unclear text at the exact moment they must decide > - There is no instance-level control that makes agents use a controlled language for these decision points only > - This pull request adds an experimental setting that tells agents to write all user-interaction content in ASD-STE100 Simplified Technical English, with the context the user needs and the effect of each choice > - The benefit is faster, clearer human decisions, with agent thinking and normal responses unchanged ## Linked Issues or Issue Description Refs #10410 (optional `/simplified-english` skill in the skills catalog; this PR adds the instance-level toggle for interactions). Problem or motivation Agent-posted user interactions (plan confirmations, structured questions, suggested-task proposals, checkbox prompts) are written in each agent's default style. Operators who want fast, unambiguous decisions have no way to ask agents to use a controlled language for exactly those decision points. Proposed solution Add an experimental instance setting, `enableSimplifiedEnglishInteractions` ("Simplified English Interactions"). When it is on, the server sets `simplifiedEnglishInteractions: true` in the heartbeat wake payload. The shared wake-prompt renderer, used by every adapter, then emits a directive: write all user-interaction content in ASD-STE100 Simplified Technical English, state what information the user needs to decide, and state what happens for each choice. The directive applies to interaction content only. Thinking, comments, documents, and other responses keep their usual style. Alternatives considered Per-agent instructions work today, but someone must maintain them on every agent. An instance-level toggle applies uniformly and turns off in one place. Server-side rewriting of interaction payloads was rejected: post-hoc translation is lossy and cannot add the decision context that only the agent has. Roadmap alignment Extends the experimental settings surface with another opt-in agent-behavior refinement, consistent with existing prompt-side flags. ## What Changed - Added `enableSimplifiedEnglishInteractions` to the experimental instance-settings zod schema, mirror type, and feature catalog (default off, tier preference) in `packages/shared`. - Server `instance-settings.ts` normalizes the flag on both read branches; `heartbeat.ts` reads it once and passes `simplifiedEnglishInteractions` into `buildPaperclipWakePayload`. - Shared adapter renderer (`packages/adapter-utils/src/server-utils.ts`): added the field to `PaperclipWakePayload`, normalization, and an `- interaction language (experimental): ...` directive emitted in both fresh and resume prompt lanes, so one injection point covers all adapters. - UI: new experimental settings card "Simplified English Interactions" in `ui/src/pages/InstanceExperimentalSettings.tsx`, in alphabetical card order; fixtures updated. - Tests: renderer coverage for flag on/off in both lanes, plus schema/catalog/UI fixture updates. ## Verification - From the repo root: `node_modules/.bin/vitest run packages/adapter-utils` (88/88), `packages/shared` validators (25/25), server instance-settings + heartbeat suites (47/47 and 70/70 consumer tests), `ui` settings tests (32/32). - Typecheck is clean in all four touched packages. - Manual check: turn the flag on in Settings → Experimental, wake an agent, and confirm the wake prompt contains the interaction-language directive; turn it off and confirm the directive is absent. ## Risks - Low risk: the flag defaults to off, and the only behavior change is one extra directive line in the wake prompt when an operator turns it on. - The directive is advisory to the agent; models can still deviate from STE. No data or API shape changes; no migration. ## Model Used - Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended thinking, agentic tool use via Claude Agent SDK. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 21:50:41 -05:00
Dotta Paperclip Claude Fable 5	e43f187cad	feat(secrets): add human-approved secret proposals (#9934 ) ## Thinking Path > - Paperclip is the control plane people use to manage AI-agent companies. > - Agents can encounter credentials during work. > - Directly creating live secrets or bindings would bypass human governance. > - Proposal records must remain inert and separate from live secret resolution until an authorized human approves them. > - Approval must reuse the existing secret-create and protected agent-config write paths. > - This pull request adds the propose, review, approve, and reject lifecycle. > - The benefit is that agents can safely hand credentials into Paperclip without exposing plaintext or gaining authority to activate them. ## Linked Issues or Issue Description Follow-on to #9921, which established run-bound agent secret access. Problem / motivation: Agents can receive credentials during work. There is no governed way for them to propose a credential or binding without exposing plaintext in work artifacts or immediately creating live access. Proposed solution: Store agent-authored proposals outside live secret tables. Encrypt each proposed value and register exact-value redaction when Paperclip receives it. Require an authorized human to approve or reject each proposal. Approval executes through the normal write paths as the human approver. Binding proposals can target only the proposer or its downward reporting chain under the restrictive V1 policy. Alternatives considered: We rejected live secrets with a `proposed` status. That design would put untrusted rows in resolver, list, and sync paths. It would also allow uniqueness squatting. We rejected direct agent binding writes because a binding is an agent-config write and must keep the existing human permission gate. Roadmap alignment: This change extends the run-bound agent secret-access foundation in #9921 with a governed proposal workflow. ## Security Verdict Q0 SecEng verdict: PASS-with-required-changes. The review accepted the separate proposal-table design and required the implementation to: - fail closed unless both encryption and exact-value run redaction registration succeed; - scrub ciphertext idempotently on reject, withdraw, and expiry, with audit-visible state; - treat agent justification as hostile input and foreground action, target, provenance, and approver permissions; - snapshot and re-check the target agent plus reports-to chain at approval to prevent org-chart laundering; - make cascade approval atomic and fail closed if either secret creation or binding authorization fails; - deny low-trust, `skill_test`, `task_bridge`, and non-run-bound sources consistently; and - execute approval through the normal human secret/config write paths, including protected-change gates. Those requirements are implemented and covered by focused service, route, and UI tests. Residual V1 risk remains the accepted 14-day encrypted retention window. Proposal-time redaction also cannot clean a value that leaked before the propose call. ## What Changed - Added `company_secret_proposals`, migration `0207`, shared proposal contracts, and a state-machine service for create, approve, reject, withdraw, cascade, expiry, and ciphertext scrubbing. - Added run-bound agent proposal routes and board review routes. The routes derive provenance from authentication and enforce source restrictions, company isolation, chain-of-command checks, approval-as-approver, wake-on-resolution, and dual audit trails. - Added durable per-run exact-value redaction registration so proposal values remain redacted on later read surfaces. - Added the Secrets Proposals tab and agent configuration Proposed access rows. The UI shows fingerprint and length only. It also frames agent justification as untrusted input, runs permission preflight, supports approve and reject actions, and confirms cascades. - Updated OpenAPI, agent skill guidance, API reference documentation, and focused server and UI regression coverage. - Rebased the branch onto current `master` and renumbered the proposal migration after `0206`. ## QA Acceptance Results Q5 QA verdict: PASS — 9/9 acceptance criteria met, with one Minor non-blocking follow-up. - AC1: proposed values never echo, never appear in live lists/resolvers, and expose only fingerprint + length to board reviewers. - AC2: restrictive `self_and_reports` matrix passes: self/downward allowed; upward/lateral denied. - AC3: secret approval uses the normal create path, honors rename overrides, records proposer/approver provenance, and scrubs ciphertext. - AC4: approved bindings materialize and resolve through the target agent's runtime list/fetch routes. - AC5: pending-secret bindings require cascade; cascade succeeds atomically and permission failures leave nothing applied. - AC6: reject, withdraw, dependent rejection, and expiry paths scrub ciphertext and preserve reasons/audit state. - AC7: token/source and approver denial matrix passes through live checks plus focused route tests. - AC8: proposal lifecycle events and reused `secret.created`/config-write events form the required dual audit trail; origin-issue notification and wake are queued. - AC9: both review surfaces render and execute correctly; UI approval materializes the binding. QA also confirmed zero plaintext occurrences for all exercised proposal values in server logs. The single finding is that the company-level `bindingTargetPolicy` toggle is not wired yet. V1 is hardcoded to the restrictive `self_and_reports` policy. The matrix is correct and the follow-up is tracked separately, so QA classified it as non-blocking. ## Verification - Focused server proposal and redaction suite: 83 tests pass. - Focused proposal review UI suite: 54 tests pass. - Embedded-Postgres migration reapply test: 1 test passes with the documented 30-second timeout. - `pnpm --filter @paperclipai/db typecheck` passes, including migration numbering and safety checks. - `pnpm --filter @paperclipai/shared typecheck` passes. - `pnpm --filter @paperclipai/ui typecheck` passes. - `pnpm check:token-gates` passes with all gates clean. - Q5 exercised the complete propose, review, approve, bind, and runtime-resolve flow over real HTTP, JWT, and database paths. It verified 9/9 acceptance criteria. ## Risks - Proposal ciphertext is retained encrypted for up to 14 days while pending. Terminal-state and expiry scrub paths reduce but do not remove server-compromise risk during that window. - The V1 target policy is restrictive but not yet company-configurable. A separate follow-up owns that change. - A new migration can require another renumber if another migration lands before maintainers merge this pull request. > 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. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent. The exact runtime model ID and context-window size are not exposed. The agent used reasoning, repository editing, terminal execution, Paperclip API, and GitHub CLI capabilities. Q3 UI work also records Claude Opus 4.8 assistance in its commit trailers. ## 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 or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-05 21:49:40 -05:00
DottaandPaperclip	ac3b2e1d7a	fix(ui): use cloud logout for managed sign-out (#10937 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip supports self-hosted and Cloud-managed authenticated deployments > - A Cloud-managed tenant uses the Cloud harness to own the full browser session > - The account menu treated every authenticated deployment as Cloud and called the local sign-out API first > - This pull request uses the existing Cloud health metadata as the mode gate > - Cloud-managed sign-out now starts the harness logout round trip with a top-level navigation > - Self-hosted authenticated sign-out keeps the existing local API flow > - The benefit is a complete Cloud logout without changing self-hosted behavior ## Linked Issues or Issue Description Related prior work: Refs #10802. What happened? The account menu called the app-local sign-out endpoint before it moved an authenticated browser to the Cloud logout route. It also used authenticated deployment mode as the Cloud test. This test included self-hosted authenticated instances. Expected behavior A Cloud-managed tenant must navigate the top-level browser directly to `/cloud/logout`. A self-hosted authenticated instance must keep the app-local sign-out flow. Steps to reproduce 1. Open a Cloud-managed tenant. 2. Open the account menu. 3. Select Sign out. 4. Observe that the browser returns through the tenant auth route instead of completing the Cloud logout round trip. Paperclip version or commit Reproduced on `master` after `76f442040c`. Deployment mode Paperclip Cloud-managed authenticated deployment. ## What Changed - Read the existing Cloud instance metadata in the account menu. - Navigate directly to `/cloud/logout` for Cloud-managed instances without calling the local sign-out API. - Keep the local sign-out API and cache refresh for self-hosted authenticated instances. - Add regression coverage for both sides of the mode gate. ## Verification - `pnpm exec vitest run ui/src/components/SidebarAccountMenu.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` ## Risks - Low risk. The change is limited to the account-menu action. - The Cloud branch depends on the existing `health.cloud` metadata that already gates other Cloud UI behavior. - The self-hosted regression test verifies that authenticated mode alone does not select the Cloud route. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5. The runtime provided agentic reasoning, repository tools, shell execution, and test execution. The exact internal model ID and context window are not exposed to the agent. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 21:14:11 -05:00
DottaandPaperclip	72b509c895	Recognize delivered workspaces and reap terminal worktrees (#10908 ) ## Thinking Path > - Paperclip separates workspace provisioning lifecycle from whether the work was actually delivered. > - Git ancestry alone cannot recognize squash merges or deliveries into a branch other than the workspace base. > - A merged pull request linked from a terminal issue is stronger delivery evidence for those cases. > - The read contract should expose that evidence without changing persisted workspace schema. > - Cleanup must remain conservative: terminal descendants, delivered work, and no active run checkout are all required. > - Reusing the existing cleanup primitives keeps service shutdown, lease cleanup, activity logging, and archival behavior consistent. > - Focused regression coverage locks in both the honest read signal and the fail-closed reaper guards. ## Linked Issues or Issue Description What existing behavior does this improve? Execution workspace close-readiness payloads and terminal workspace cleanup. Current behavior Delivered squash-merged or cross-branch workspaces can remain `active` and report a permanent “not merged” warning because git ancestry does not contain their original commits. Proposed behavior Read payloads distinguish PR-confirmed delivery, ancestry delivery, unmerged work, and unknown state. Fully terminal delivered workspace trees are archived only when no active run holds the checkout. Reason and benefit Operators and automation receive an honest delivery signal, while shipped worktrees stop looking active forever and genuinely unmerged work retains its warning. Breaking changes The workspace payload gains a derived field. Existing fields and persistence remain unchanged; no database migration is required. What happened? A delivered workspace can remain `active` and warn that it is not merged forever after its issue ships through a squash or cross-branch pull request. Expected behavior Pull-request delivery should be represented honestly, and a fully terminal delivered workspace should become cleanup-eligible when no run holds its checkout. Steps to reproduce 1. Create an issue workspace with commits ahead of its configured base. 2. Deliver those commits with a squash merge or into a different target branch. 3. Mark the source issue and descendants done, then read workspace close readiness. Before this change, the workspace remains active with a “not merged” warning indefinitely. ## What Changed - Added the derived `deliveryState` workspace contract: `merged_via_pr`, `merged_by_ancestry`, `unmerged`, or `unknown`. - Extracted a shared GitHub pull-request merge classifier and reused it for merge confirmations and workspace delivery checks. - Suppressed false ancestry warnings when a terminal issue has ground-truth merged-PR evidence. - Added an idempotent terminality reaper with descendant-terminal, active-run, and delivered-work guards. - Restricted PR delivery evidence to the source issue, then required live merged state plus matching GitHub repository, head branch, and current workspace HEAD; persisted status, stale PRs, lexical mentions, inbound references, and descendant PRs cannot authorize cleanup. - Preserved workspaces with modified or untracked files even when their committed HEAD was delivered. - Bounded both long-lived pull-request state caches to 1,000 entries with oldest-entry eviction. - Routed eligible workspaces through existing runtime shutdown, lease cleanup, activity logging, and archival machinery with exclusive Git index, HEAD, and branch-ref locks plus non-forced removal. - Added regression coverage for delivery derivation, warning behavior, reaper guards, scheduler wiring, and squash/cross-branch delivery. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts src/__tests__/merged-pr-confirmation-sweep.test.ts src/__tests__/server-startup-feedback-export.test.ts --reporter=verbose` — 63 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts --reporter=verbose` after review hardening — 43 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts src/__tests__/merged-pr-confirmation-sweep.test.ts src/__tests__/external-objects-service.test.ts --reporter=dot` on the final local head — 73 passed - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-workspace-busy.test.ts --reporter=verbose` — 15 passed - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` — server 3,662 passed (4 skipped), UI 3,599 passed, CLI 327 passed, shared 415 passed, and skills catalog 20 passed; the aggregate DB stage ran both source and built copies of one unrelated embedded-Postgres migration test and both reached its 5-second timeout - `pnpm --filter @paperclipai/db exec vitest run src/status-card-migrations.test.ts --reporter=verbose` — isolated aggregate-timeout verification passed in 3.99 seconds - `NODE_ENV=production pnpm build` - `pnpm check:token-gates` ## Risks The reaper intentionally fails closed when issue terminality, pull-request state, git ancestry, or checkout ownership cannot be proven. GitHub lookups can delay classification and cleanup but cannot cause an unproven workspace to be archived. Automated terminal archival holds exclusive Git index, HEAD, and branch-ref locks across validation and removal, skips configured destructive hooks, and uses non-forced removal so dirty writes fail closed. Reopening a source issue does not restore an archived workspace; it emits an audit event so a human or agent can re-provision explicitly. ## Model Used OpenAI Codex, GPT-5. The runtime did not expose a more specific model ID or context-window size. Reasoning, tool use, repository editing, test execution, and GitHub CLI access were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 16:34:04 -05:00
DottaandClaude Fable 5	c2b41bb7cd	fix(issues): quiet missing-disposition warnings while a live continuation is running (#10899 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - When an agent run ends without recording a disposition, Paperclip raises a "missing disposition" handoff so the work does not silently stall > - The server already tracks whether such an issue has a live continuation (a running or queued run, or a queued wake) in `successfulRunHandoff.hasLiveContinuation` > - But no UI surface read that flag, so an issue that an agent was actively working on still showed the "This task still needs a next step" banner, a loud thread warning, and "Needs next step" badges > - This pull request makes every missing-disposition complaint respect liveness: warn only when no live agent is on the issue and it is really stuck > - The benefit is that users see the warning only when action is needed, and the noise disappears while an agent is already handling the issue ## Linked Issues or Issue Description No public GitHub issue exists for this bug. Description follows the bug-report template: What happened? An issue that a live agent run was actively working on showed the "missing disposition" warning banner, a loud thread notice, and "Needs next step" badges at the same time. The API payload for that issue showed `successfulRunHandoff.required: true` together with `hasLiveContinuation: true` and a `liveRunId`, but the UI ignored the liveness fields. Expected behavior The missing-disposition warning appears only when the issue has no live run or queued wake. A live agent records a disposition when its run ends. Paperclip complains only if the run ends and no disposition exists. Steps to reproduce 1. Let a run finish on an in-progress issue without a disposition. Paperclip raises the handoff and queues a corrective wake. 2. Open the issue page while the corrective run (or any new run) is live. 3. See the banner, the badges, and the loud thread notice — all visible while the agent works. Paperclip version or commit Current `master` (reproduced at commit `6ffe9df842`). Deployment mode Self-hosted development instance. ## What Changed - `isSuccessfulRunHandoffRequired` (ui lib) returns `false` while a live continuation exists. This quiets the Kanban card badge and the issues-list badge. Exception: when the only continuation is a not-yet-promoted scheduled retry, the notice stays visible so the Retry now control stays reachable. - `IssueBlockedNotice` also checks the real-time live-run set (`liveIssueIds`). A run that starts after the issue payload was fetched hides the banner at once. - `IssueChatThread` derives an effective handoff state from the live runs it already tracks. The loud "Missing issue disposition" thread notice folds into the quiet collapsed row while a continuation is live, and unfolds if the run ends without a disposition. - Server: `hydrateSuccessfulRunHandoffLiveness` now hydrates escalated handoffs too. The blocked-inbox `missing_disposition` attention is suppressed for escalated handoffs with a live run or wake. This matches the existing required-state suppression. ## Verification - `cd ui && npx vitest run src/components/IssueBlockedNotice.test.tsx src/components/IssueChatThreadSystemNotice.test.tsx src/components/IssueChatThread.test.tsx` — 106 tests pass, including 6 new tests for the live/stale/scheduled-retry matrix - `cd ui && npx vitest run src/components/IssuesList.test.tsx src/components/KanbanBoard.test.tsx src/lib` — pass - `cd server && npx vitest run src/__tests__/issue-blocker-attention.test.ts src/__tests__/issue-list-assignee-filter-routes.test.ts src/services/recovery/successful-run-handoff.test.ts src/__tests__/attention-service.test.ts` — pass, including new escalated-liveness cases - `pnpm typecheck` clean in `ui` and `server`; `node scripts/check-token-gates.mjs` clean - Manual check: a live issue's API payload showed `required: true` with `hasLiveContinuation: true` and a `liveRunId` while the banner was still on screen; with this change that state renders no complaint ## Risks - Behavioral shift only; no schema or migration changes. All complaints reappear as soon as the continuation stops without a disposition, so nothing can get lost permanently. - A queued wake counts as a live continuation. If a wake sits queued for a long time, the warning stays hidden for that time. The blocked-inbox path already behaved this way; the UI now matches it. - The scheduled-retry carve-out keeps the current Retry-now workflow intact. ## Model Used - Claude Fable 5 (`claude-fable-5`), Anthropic — agentic coding session with extended thinking and tool use (file edit, shell, test execution). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-05 15:59:01 -05:00
DottaandClaude Fable 5	427509e6e0	fix(ui): show the synced company logo on the Cloud org switcher trigger (#10917 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - On Paperclip Cloud a tenant instance holds exactly one company, and the cloud control plane pushes the stack's uploaded workspace icon into that company's branding. > - The cloud-mode organization switcher trigger always rendered the deterministic monogram, so an uploaded organization logo never appeared in the app chrome. > - This pull request renders the trigger through the tenant company's logo and brand color, with the monogram as the fallback. > - The benefit is that the logo a customer uploads for their organization actually shows up inside their Paperclip app. ## Linked Issues or Issue Description No existing public issue found (searched open/closed PRs and issues for "organization logo", "switcher logo", "company logo cloud" — closest related PR is #10850, which introduced the cloud-mode switcher). Describing in-PR: Subsystem affected Board UI: the sidebar organization switcher in Paperclip Cloud mode (`SidebarCompanyMenu`). Problem or motivation A Cloud customer uploads an organization logo when creating their workspace; the control plane syncs it into the tenant company's branding (`company.logoUrl`). But the cloud branch of the switcher trigger rendered `StackIcon` — monogram-only by design for stack rows — for the trigger too, ignoring `selectedCompany.logoUrl`. Result: the uploaded logo never appears in the app chrome; users see a letter tile instead. Proposed solution Add a `CurrentStackIcon` for the trigger that passes the selected company's `logoUrl`/`brandColor` into `CompanyPatternIcon`, seeded by the stack display name. Falls back to the exact previous monogram when no logo is set. Stack rows are unchanged: the portfolio payload deliberately carries no hot-linkable icon URL for other stacks. Alternatives considered Fetching per-stack icons for the rows was rejected: the cloud portfolio payload carries no icon URLs (embedding signed, expiring control-plane URLs would be wrong), and the defect is the current organization's chrome, which the already-synced company logo covers. ## What Changed - `ui/src/components/SidebarCompanyMenu.tsx`: cloud-mode trigger renders the tenant company logo (fallback: monogram); stack rows untouched; self-hosted path untouched. - `ui/src/components/SidebarCompanyMenu.test.tsx`: new regression test that the trigger carries the company logo while stack rows keep monograms; the `CompanyPatternIcon` mock now exposes `logoUrl`. ## Verification - `pnpm --dir ui exec vitest run src/components/SidebarCompanyMenu.test.tsx`: 12/12 pass (11 existing + 1 new). - `pnpm --dir ui exec tsc --noEmit`: clean. ## Risks - Cloud-only rendering branch; self-hosted trigger rendering is untouched. - If the branding sync has not run yet, the trigger shows the same monogram as before — no regression, and it upgrades in place once `logoUrl` arrives. ## Model Used - Claude Fable 5 (`claude-fable-5`), Anthropic. The run used extended reasoning, repository tools, shell execution, and GitHub integration. ## 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 Fable 5 <noreply@anthropic.com>	2026-08-05 15:30:59 -05:00
DottaandPaperclip	5888cbf72a	fix(issues): restore checkout after accepted confirmations (#10909 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Issue thread confirmations can pause an issue until a board user makes a decision > - Atomic checkout is the only supported transition into `in_progress` > - An accepted confirmation left a creator-owned issue in `in_review` while it started a continuation worker > - The worker could run without the normal checkout state transition > - This pull request returns that narrow review state to `todo` before it queues the continuation wake > - The benefit is that the worker can check out the issue and move it to `in_progress` through the normal atomic path ## Linked Issues or Issue Description No matching public GitHub issue exists. The following pull requests are related but do not fix this case: - Refs #10376. It handles refusal paths for user-owned issues. - Refs #8516. It handles rejected confirmations for user-owned issues. - Refs #10274. It gives ownerless waking interactions an agent owner. What happened? An agent created a confirmation on an issue that was assigned to that same agent and had status `in_review`. A board user accepted the confirmation. Paperclip started a continuation worker, but the issue stayed `in_review`. The normal checkout fields stayed empty. Expected behavior Paperclip must return the issue to an actionable state before it wakes the continuation worker. The worker must then use atomic checkout to move the issue to `in_progress`. Steps to reproduce 1. Assign an issue to an agent and set the issue status to `in_review`. 2. Let that agent create a `request_confirmation` with `wake_assignee_on_accept`. 3. Accept the confirmation as a board user. 4. Observe that the continuation worker starts while the issue remains `in_review`. Paperclip version or commit The bug reproduced on master before this pull request. This branch is based on `ffd62a4cbb`. Deployment mode Local development. The server logic is deployment-independent. Agent adapter(s) involved Codex exposed the bug, but the issue-thread continuation logic is adapter-independent. Database mode The regression test uses embedded PostgreSQL. The logic is database-mode independent. Access context An agent creates the confirmation. A board user accepts it. ## What Changed - Allow an accepted agent-authored confirmation to return an agent-owned issue only when the issue is `in_review` and the owner is the creating agent. - Keep active `in_progress` work unchanged so an accepted confirmation cannot reset a running worker to `todo`. - Add embedded-PostgreSQL regression coverage for user-owned review, creator-owned review, and creator-owned active work. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/issue-thread-interactions-service.test.ts --config vitest.config.ts` — 48 passed. - `pnpm -r typecheck` — passed for all workspace projects. - `pnpm build` — passed for all workspace projects. - `pnpm test:run` — 3,411 passed. Three timing-sensitive assertions failed in the unchanged `heartbeat-workspace-busy.test.ts` suite. - Isolated rerun of `heartbeat-workspace-busy.test.ts` — 15 passed. ## Risks Low risk. The behavior change is limited to accepted confirmations on non-terminal `in_review` issues that the creating agent already owns. It does not change active work, blocked work, terminal issues, other agent owners, schemas, or public API contracts. > This is a focused bug fix. It does not add roadmap scope. ## Model Used OpenAI Codex based on GPT-5. The runtime does not expose the exact deployment ID or context-window size. The model used reasoning, repository tools, code editing, Git, and local test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 14:56:42 -05:00
DottaandPaperclip	1fa36be353	fix(ui): use HTTP-safe clipboard copy everywhere (#10875 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators often open self-hosted Paperclip over plain HTTP on a LAN or private network. > - Browser Clipboard API writes are not reliable in that insecure context. > - Paperclip already has one shared helper with a legacy copy fallback, but many current copy actions bypass it. > - This pull request routes every core UI copy action and the first-party workspace-diff plugin through the shared helper. > - The benefit is consistent copy behavior on HTTPS, localhost, and plain-HTTP private deployments. ## Linked Issues or Issue Description Refs #3529. This change supersedes the stale prior attempt in #3531. Current master has more copy surfaces and a first-party plugin UI bridge that the prior branch does not cover. ## What Changed - Replaced direct Clipboard API writes and duplicate fallback implementations across the current core UI with `copyTextToClipboard`. - Added an HTTP-safe clipboard function to the plugin UI SDK and wired the host bridge to the same implementation. - Migrated the first-party workspace-diff plugin to the plugin SDK clipboard function. - Added unit coverage for native rejection fallback and plugin host delegation. - Added a source-level regression test that rejects new direct clipboard writes outside the shared implementation. - Documented the plugin UI clipboard function. ## Verification - `NODE_ENV=test pnpm exec vitest run ...` for 14 affected suites: 164 tests passed. - `pnpm exec vitest run tests/ui-clipboard.test.ts` in `packages/plugins/sdk`: 1 test passed. - `NODE_ENV=test pnpm -r typecheck`: passed for 31 workspace projects. - `NODE_ENV=test pnpm test:run`: passed. - `NODE_ENV=production pnpm build`: passed. - `pnpm check:token-gates`: passed with all gates clean. ## Risks Low risk. Secure contexts still use the modern Clipboard API. Plain HTTP and rejected modern writes use the existing `execCommand("copy")` fallback. That API is deprecated, but it is the compatibility path required for insecure contexts. The change has no schema, API, or visual design effect. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, `gpt-5.6-sol`. The runtime did not expose a context-window size. Reasoning, tool use, repository editing, test execution, and GitHub CLI access were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 10:45:08 -05:00
DottaandPaperclip	14d755824c	Remove decision and review summaries from issue headers (#10891 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators use issue pages to read task state and control task work > - The issue header showed separate summaries for open decisions and review paths > - These summaries repeated state that belongs in the Decisions view > - The extra sections added noise before the issue description and thread > - This pull request removes both header summaries and keeps decision actions in the Decisions view > - The benefit is a simpler issue header with one place for decision work ## Linked Issues or Issue Description What existing behavior does this improve? The issue detail header shows separate pending-decision and review-path sections. Subsystem affected `ui/` — React and Vite board UI. Current behavior An issue header can show a decision strip and a larger review panel before the issue content. Proposed behavior The issue header does not show either decision section. Operators continue to manage decisions and stalled reviews in the Decisions view. Reason and benefit This removes duplicate decision state from the issue header and reduces visual noise. Breaking changes The issue page no longer provides these summaries or shortcuts. Decision data, review state, and the Decisions view do not change. ## What Changed - Removed the pending-decision strip and review-path panel from the issue detail header. - Deleted the two unused header components and the panel-specific test. - Kept stalled-review actions and their Storybook examples in the Decisions queue. - Added an issue-detail regression test that covers both removed sections. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/pages/IssueDetail.test.tsx` (46 tests passed) - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `pnpm build-storybook` - `git diff --check` ## Risks - Low risk. This change removes two issue-header surfaces. It does not change decision APIs or data. - Users must open the Decisions view to find pending decisions and stalled-review actions. > This change does not duplicate planned core work in `ROADMAP.md`. GitHub searches found no related open issue or pull request. ## Model Used - OpenAI Codex, GPT-5. The exact deployment ID and context window are not exposed. Tool use and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 10:23:16 -05:00
DottaandPaperclip	6ffe9df842	fix(auth): clarify protected-agent assignment blocks (#10893 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task assignment policies control which agents can receive work. > - Protected-agent policy flags currently stop assignment. > - The existing error says that the assignment requires approval. > - Paperclip has no approval workflow for this policy. > - This pull request models the policy as a hard block and gives the operator an action that exists. > - The benefit is accurate API guidance without weakening the existing fail-closed behavior. ## Linked Issues or Issue Description Refs #6386 What happened? A protected-agent assignment denial said that approval was required. No approval record or approval action existed for this policy, so the message sent agents and operators to a dead end. Expected behavior The authorization result must state that protected-agent policy blocks assignment. It must tell a company administrator to remove the block before retrying. Steps to reproduce 1. Set `authorizationPolicy.protectedAgent.requiresApproval` to `true` on a target agent. 2. Give another agent the `tasks:assign` permission. 3. Preview or attempt assignment to the protected agent. 4. Observe that the old response promises an approval step that does not exist. Paperclip version or commit `c54936e2e9` on `master`. Deployment mode Built from source. The behavior is in the core authorization service and is not deployment-specific. Agent adapter(s) involved Not adapter-specific. ## What Changed - Added canonical `protectedAgent.blockAssignment` and `protectedAgent.blockReason` policy fields. - Kept the legacy approval-named flags as fail-closed compatibility aliases. - Changed denial copy to name the hard block and the administrator action. - Added authorization and plugin-host regression coverage for canonical and legacy policy data. - Updated the V1 implementation contract with the protected-assignment rule. ## Verification - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts` — 2 files passed, 61 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/shared build` — passed. - `pnpm --filter @paperclipai/server build` — passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check public-gh/master...HEAD` — passed. The repository-wide local wrappers exceeded the execution host resource limit before they printed a final summary. The PR check loop will use GitHub CI as the complete test and build authority. ## Risks - Low: assignment remains fail-closed. The change corrects the policy name and denial guidance. - Low: legacy fields remain supported, so existing plugin-owned policy data does not change behavior. - Low: the new policy schemas allow unknown keys for forward compatibility, as the existing authorization policy schema already does. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5`, tool-enabled coding agent with reasoning, shell, Git, and GitHub CLI access. The runtime does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 10:09:17 -05:00
DottaandPaperclip	ef33c1d9ed	fix(decisions): retire completed-target decisions and link targets from the card (#10892 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The decisions desk shows pending decisions that need an operator response > - A strict decision cannot apply its effects after its target task changes > - A decision still remained pending when every target task finished after proposal > - The card also linked only the origin task, even when the decision acted on another task > - This pull request expires those moot decisions and links their target tasks > - The benefit is an accurate queue and a clear path to the work that each decision affects ## Linked Issues or Issue Description Related PR: #10801 removes the issue-page decision strip, which makes clear queue provenance more important. What happened? A strict decision stayed pending until its time-to-live limit after every target task reached `done`. The decision card linked only the origin task. The origin task is where the agent proposed the decision, and it can differ from the task that the decision affects. An operator could therefore open a finished task with no visible decision and no explanation of the real target. Expected behavior Paperclip must expire a strict decision when all of its targets finish after the decision is proposed. The card must show and link every target task that differs from the origin task. Steps to reproduce 1. Create a strict decision that targets an active task from a different origin task. 2. Move the target task to `done` without resolving the decision. 3. Run the decision expiry sweep. 4. Observe that the old code keeps the decision open until its time-to-live limit. 5. Observe that the old card links only the origin task. Paperclip version or commit The bug reproduces on upstream `master` before this pull request. Deployment mode Local dev and self-hosted server modes are affected because the behavior is in the shared decision service and board UI. ## What Changed - Expire an open strict decision with reason `target_completed` when every strict target reached `done` after proposal. - Keep decisions that intentionally target an already-finished task. - Keep lenient-only decisions open. - Keep continuation delivery consistent with other expiry reasons. - Add target-task links to the decision card provenance line. - Use one shared target-ID helper across signing, execution, expiry, card provenance, and resolver preloading. - Add service and UI regression tests for primary, secondary, and target-completed cases. ## Verification - `pnpm exec vitest run ui/src/components/DecisionCard.test.tsx server/src/__tests__/decisions-service.test.ts` — 51 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check origin/master...HEAD` — passed. ## Risks - Low migration risk. This change does not alter the database schema. - The expiry sweep performs the existing strict-target query and adds a snapshot comparison before expiry. - A decision remains open if any strict target is active or if a target was already `done` at proposal time. > The roadmap lists work queues as planned. This pull request fixes the existing decisions desk. It does not add a new queue subsystem. ## Model Used - Implementation: Anthropic Claude through Claude Code. The runtime did not expose the exact model snapshot or context-window size. The model used reasoning, repository tools, code execution, and test execution. - PR preparation: OpenAI Codex with GPT-5. The runtime did not expose a dated model snapshot or context-window size. The model used reasoning, repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 09:55:01 -05:00
Dotta Paperclip Claude Opus 5	8142e54150	feat(activity): merge the audit page into one rich Activity page (#10838 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The board has two different pages for change history: a basic Activity list and a rich Audit feed > - The two pages show the same kind of information, so an operator must guess which page to open > - The basic list also caps at 200 rows and has no filters, so it hides older changes > - This pull request merges both pages into one Activity page that is built on the rich audit feed > - The page adds a scope toggle for all actors or agent actions only, and it hides privileged controls from members who do not have the audit permission > - The benefit is one obvious place to answer "who changed what", for every member, with filters and full history ## Linked Issues or Issue Description Related pull requests in this stack (open both before this one): - Refs #10830 — adds the company prefix to the board audit route. - Refs #10831 — adds the two-tier all-actors scope to the audit endpoint. This pull request calls that scope. This branch is stacked on those two pull requests. The diff therefore shows their commits until they merge. After they merge, this pull request contains only the last two commits: the page merge and the actor-label fix. Problem or motivation The board has two overlapping history pages. `/:company/activity` renders a plain list that is capped at 200 rows and has no filters. The audit page renders a filtered, paginated feed of agent actions, but it is a separate sidebar item and it was reachable only by members with the audit permission. A member who wants to know who changed an issue must know which of the two pages answers the question. Proposed solution Keep one sidebar item, "Activity", and build it on the rich feed. Add a scope toggle: "All activity" reads every actor kind, and "Agent actions" keeps the earlier audit behavior. Put the scope in the `mode` query parameter so a person can link to it. Show the responsible-user filter and the CSV export only to callers that the server answers at the privileged tier. Redirect the earlier audit paths to the merged page with the agent scope preset, so old links continue to work. Delete the plain list page. Alternatives considered Keeping both pages and adding filters to the plain list. That duplicates the feed logic and keeps the "which page?" problem. Deleting the audit page instead was also rejected, because the audit feed has the pagination, filters, and export that the plain list does not. Roadmap alignment The roadmap marks the activity log and action attribution as shipped. This change improves that shipped capability. It does not add a new subsystem. ## What Changed - Added a scope toggle to `AuditFeed`. "All activity" requests `actorScope=all`, and "Agent actions" keeps the earlier agent-only request. Cursor pagination works in both scopes. - Stored the scope in the `mode` query parameter, so a person can bookmark or share a scope. - Made the page chrome permission-aware. The toggle, the responsible-user filter, and the CSV export appear only when the server answers at the privileged tier. A basic member sees the shared feed and no upsell wall. - Replaced the sidebar "Audit" item. The sidebar now has one "Activity" item. - Redirected `/:company/audit` and the unprefixed `/audit` to `/:company/activity?mode=agents`. - Deleted the earlier `ui/src/pages/Activity.tsx` list page and the `CompanyAudit` page wrapper. Added `CompanyActivity` as the single route target. - Fixed the actor label for stripped rows. The basic tier removes the agent id but keeps the actor kind, so every agent row rendered as "System". Rows now fall back to the actor kind: "Agent", "User", "Plugin", or "System". - Widened the responsible-user filter control, which truncated its own label. - Resolved agent names on the basic tier. The basic tier removes the privileged `agentId` but keeps the acting principal `actorId`, and the company agent directory this page already reads is authorization-filtered. The feed therefore resolves an agent actor from `agentId` first and from an agent-typed `actorId` second. Hiding the name only in the UI gave no confidentiality benefit, because any reader could join the retained id against the readable directory. Agents that the directory filters out still fall back to the generic kind label. No server payload or permission was widened. - Fixed a stuck state in the access-downgrade recovery. A downgrade between cursor requests leaves full-tier and basic-tier pages in one cache, which starts a single recovery refetch. If that refetch did not clear the mix, the cached pages kept the condition true, the "Refreshing audit access…" banner rendered permanently, and it hid the error state together with its "Try again" button. The banner is now tied to an outstanding attempt. The refetch effect also depended on the whole query object, which changes identity every render, so it repeated the request on each render; the attempt is now tracked in state and runs once per downgrade. - Kept the agent detail "Audit" tab unchanged. That tab passes a locked agent id, which keeps the earlier privileged scope and hides the toggle. The `GET /companies/:id/activity` endpoint stays. The dashboard still reads it. This pull request does not change that endpoint. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx ui/src/App.activity-routing.test.tsx ui/src/lib/company-routes.test.ts ui/src/components/Sidebar.test.tsx server/src/__tests__/activity-routes.test.ts server/src/__tests__/agent-action-audit-routes.test.ts` — all tests pass. - New `ui/src/App.activity-routing.test.tsx` drives the real route table. It asserts that the company activity path resolves, and that both the company audit path and the unprefixed audit path reach the activity path with the agent scope preset. - New `AuditFeed` tests cover the scope toggle, the basic tier without privileged chrome, the locked-agent case, the actor-kind fallback label, basic-tier name resolution, and both downgrade-recovery paths (the refetch errors, and the refetch returns a still-mixed pair). - Mutation-checked the three new guards: disabling each one fails the test that covers it, so none of them pass vacuously. - `pnpm -r typecheck` is clean. Both design token gates are clean. - Rendered every state in a browser at 1440x900 and at 390x844: both scopes, the basic member view, the loading state, the error state, the filtered-empty state, and the true-empty state. A designer reviewed the renders and approved them. ## Risks - The default company page now reads the all-actors scope, which returns more rows than the earlier agent-only query. Cursor pagination and the existing page limit bound each request. - The page is now visible to every company member. The server decides what each member sees. The UI only hides controls that the caller cannot use. Refs #10831 for the server rules and tests. - The basic tier now shows agent names that the previous revision withheld. The name was already recoverable from the retained `actorId` through the readable agent directory, so this closes an inconsistency rather than widening access. A security reviewer chose this outcome over stripping `actorId`. - Old audit links now redirect. The redirect keeps the agent scope, so a person who bookmarked the audit page sees the same rows. - Low migration risk. There is no database change. > The roadmap marks activity log and action attribution as shipped. This change improves that existing capability. ## Model Used Claude Opus 5 (`claude-opus-5`, 1M context) with extended thinking and tool use, run through Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>	2026-08-04 23:30:23 -05:00
DottaandPaperclip	68ddd6a7a0	feat(activity): add two-tier all-actors audit feed (#10831 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need one activity feed for human, agent, plugin, and system changes > - The existing audit endpoint returns only rows that have agent attribution > - The full audit view also requires a dedicated permission > - This pull request adds an explicit all-actors scope with basic and privileged access tiers > - The benefit is that company members can inspect the shared activity history while sensitive attribution and export controls stay protected ## Linked Issues or Issue Description What existing behavior does this improve? The company audit activity endpoint and the board audit route. Subsystem affected Server REST API and board UI routing/API contracts. Current behavior The agent-action audit endpoint excludes activity without an agent ID. It also rejects company members who do not have the full audit permission. Proposed behavior Callers can opt into `actorScope=all`. A company member receives all actor kinds with sensitive attribution fields removed. A permitted board user receives complete rows and can use attribution filters. The default scope and CSV permission remain unchanged. Reason and benefit The board needs one chronological activity source for user, agent, plugin, and system actions. A two-tier response keeps the feed useful without widening access to detailed attribution or export capabilities. Breaking changes None. The endpoint keeps the existing agent-only scope and permission behavior by default. ## What Changed - Added `actorScope=all` to the unified audit query and included activity from every actor type. - Added a company-readable basic tier that removes run, responsible-user, agent, and details attribution. - Kept attribution filters and CSV export behind `audit:view_agent_actions`. - Added route and integration coverage for basic readers, permitted readers, pagination, filter denial, and all actor kinds. - Added the missing unprefixed `/audit` redirect and company route classification. ## Verification - `pnpm exec vitest run server/src/__tests__/activity-routes.test.ts server/src/__tests__/agent-action-audit-routes.test.ts ui/src/lib/company-routes.test.ts --reporter=verbose` (35 tests passed) - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` ## Risks - The all-actors query can return more rows than the legacy agent-only query. Cursor pagination and existing limits bound each request. - The basic tier intentionally exposes action and actor-kind context. It removes detailed run, agent, responsible-user, and details attribution. - The legacy endpoint behavior remains the default, which reduces compatibility risk. > The roadmap marks activity log and action attribution as shipped. This change improves that existing capability and does not introduce a separate workflow system. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, 114K context, agentic reasoning with tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-04 23:07:38 -05:00
DottaandPaperclip	f0ed524ffa	fix(ui): prefix audit board route (#10830 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI keeps company work under a company-prefixed route. > - The Audit sidebar link used a bare `/audit` path. > - The route helper treated `audit` as a company prefix because the board-route list did not include it. > - The router also had no redirect for a bare `/audit` deep link. > - This pull request registers Audit in both places and adds regression coverage. > - The benefit is that the Audit sidebar link and old bare deep links open the active company's audit feed. ## Linked Issues or Issue Description Related PR: #9744 What happened? The Audit sidebar link opened `/audit`. The router interpreted `AUDIT` as a company prefix and showed the invalid-company page. Expected behavior The Audit sidebar link must open `/<company-prefix>/audit`. A bare `/audit` deep link must redirect to the active company. Steps to reproduce 1. Open a company board. 2. Select Audit in the sidebar. 3. Observe that the app opens `/audit` and shows an invalid-company error. Paperclip version or commit Reproduced on master after #9744. Deployment mode Board UI in local or self-hosted deployments. ## What Changed - Added `audit` to the board-route root list. - Added the unprefixed `/audit` redirect route. - Added regression tests for Audit prefixing, prefix extraction, and relative-path conversion. ## Verification - `pnpm exec vitest run ui/src/lib/company-routes.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - Manual check: select Audit in the sidebar and confirm the URL is `/<company-prefix>/audit` and the audit feed renders. ## Risks - Low risk. This change only reserves one existing board route and adds one redirect. - A company cannot use `AUDIT` as an issue prefix after this change. That prefix already conflicts with the existing Audit board page. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The runtime does not expose a more specific model ID or context-window size. The agent used reasoning, repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-04 23:07:24 -05:00
DottaandClaude Opus 5	e8ae5286eb	feat(issues): explain cross-task agent writes with attribution, audit receipts, and actionable denials (#10843 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents write to tasks they do not own. They comment, they change fields, and the control plane now permits this by default for standard-trust agents on any task they can read > - This makes a task thread ambiguous. A reader sees a comment from an agent that is not the assignee, but no surface says whose authority that write rode > - The same gap applies to field edits. The activity stream named the verb, but it did not show the before value, the after value, or the reason the write was permitted > - The remaining refusals are also opaque. An agent that hits a wall receives a 403 with no boundary name, no actor who can act, and no sanctioned path. One real incident spent a full detour to find the workaround > - This pull request adds the three surfaces that make open cross-task writes legible: an attribution chip, a field-level audit receipt, and an actionable denial contract shared by the API and the UI > - The benefit is that a reader can answer "who did this, on whose authority, and was it allowed?" on the task itself, and a blocked writer is told what to do next ## Linked Issues or Issue Description No public issue exists for this work, so the enhancement is described here. What existing behavior does this improve? Cross-task agent writes are permitted, but they are not explained. A task thread can hold comments from agents that are not the assignee, and the activity stream can hold field changes made by those agents. Neither surface names the responsible user behind the write. When a write is refused, the error text does not name the boundary or the way forward. Subsystem affected Issue detail UI (comment thread and activity stream), the issue write authorization responses in the server, and the shared copy contract that both consume. Current behavior - An agent comment on a task the agent does not own looks the same as an assignee comment. - An `issue.updated` activity row states the verb only. It does not show the field-level before and after values, the responsible user, or the authorization reason. - A refused write returns a short message such as an ownership error. The message does not state which rule fired, who is able to perform the action, or which alternative path is sanctioned. Proposed behavior - An agent comment on a task the agent does not own carries a chip that reads "for {user}". The chip names the responsible user. Its tooltip states that the author is not the assignee and cannot exceed that user's permissions. - Each `issue.updated` row shows a receipt: the changed fields with before and after values, the responsible user, and the authorization reason. This applies to board edits as well as agent edits. - Each refusal states three things: the boundary that fired, who is able to act, and the sanctioned path. The API error body and the in-app notice use the same words, because both read one shared contract. Related pull requests, found by searching this repository: - Refs #10837 — merged. It added the default-open cross-task write rule, the comment attribution data, and the per-run containment cap that this pull request makes visible. - Refs #10114 — open. It proposes a narrower authorization change in the same area. - Refs #7998 — open. It proposes append-only cross-assignee comments as an alternative to opening writes. ## What Changed - Adds `packages/shared/src/issue-write-denial.ts`. This is one copy contract for eight ways an issue write can be refused: not visible, responsible-user ceiling, responsible user unavailable, excluded actor class, assignee run lock, per-run cross-task cap, missing run context, and rejected attribution. Each entry names the boundary, who can act, and the sanctioned path. - Maps server authorization decisions onto that contract in `server/src/routes/issues.ts` and `server/src/services/cross-issue-influence-limit.ts`. The flattened `error` string carries all three obligations, and `details.code` lets the UI render the same words. The two cap codes keep the names they already ship under. - Adds `CommentAttributionChip`. It renders "for {user}" beside the author name on agent comments where the author is not the assignee. It renders nothing when no responsible user is recorded, so older rows stay clean. It is wired into both `IssueChatThread` and the flagged `TaskChatThread` redesign. - Adds `IssueFieldChangeReceipt`. It renders the change receipt under `issue.updated` rows in the activity stream. Ids resolve to agent and user names where the directory is loaded. Server-truncated text is labelled as a preview, so the receipt never implies that it shows a whole value. - Adds `IssueWriteDenialNotice`. It renders the shared copy in the app, keyed off the denial events the server logs on a task. - Adds a public `/ux-lab/cross-issue-collaboration` page. It renders all three surfaces and their edge cases for review without a seeded thread. This follows the existing `ux-lab` pages. ## Verification Automated, all green: ``` pnpm --filter @paperclipai/shared exec vitest run src/issue-write-denial.test.ts # 17 tests pnpm --filter @paperclipai/ui exec vitest run src/components/IssueWriteDenialNotice.test.tsx \ src/components/IssueFieldChangeReceipt.test.tsx src/components/CommentAttributionChip.test.tsx \ src/lib/issue-change-receipt.test.ts src/lib/comment-attribution.test.ts # 46 tests pnpm --filter @paperclipai/server exec vitest run src/__tests__/cross-issue-influence-limit.test.ts \ src/__tests__/issue-comment-attribution-audit-routes.test.ts \ src/__tests__/issue-agent-mutation-ownership-routes.test.ts \ src/__tests__/low-trust-red-team-routes.test.ts # 98 tests ``` `tsc --noEmit` passes for the shared, ui, and server packages. Manual, in a browser: 1. Start the UI only: `pnpm --filter @paperclipai/ui exec vite`. 2. Open `/ux-lab/cross-issue-collaboration`. No session is needed, because `ux-lab` routes are public. 3. All three surfaces were captured at 1440x900 in light mode and dark mode, and at 390x844. The page reported no errors. 4. The chip tooltip was opened by a hover and by a keyboard focus. Rendering the page found defects that the tests had missed. Three copy and contrast defects were fixed, and two of them are now pinned by a test. A design review then found three layout defects, which are also fixed: the denial notice orphaned its label when a value wrapped, the receipt icon wrapped onto its own line at narrow widths, and the chip tooltip was reachable by hover only. ## Risks Low risk, and additive. - Every new surface renders nothing when its data is absent. Comments without a recorded responsible user show no chip, and activity events without a receipt show no receipt, so existing rows do not change. - No migration is included. The data these surfaces read already ships. - The wire values of the two per-run cap denial codes are unchanged. Only the human-readable text changes, plus six codes that had no `details.code` before. - The denial copy is read by agents as well as people. If wording must change later, one shared module is the only place to change it. - Roadmap check: this extends the completed "Activity log & action attribution" area rather than duplicating planned core work. ## Model Used Claude Opus 5 (Anthropic), model id `claude-opus-5[1m]`, 1M context window, extended thinking, with tool use and code execution. It ran as an agent in Claude Code and drove a real browser to capture the review screenshots. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>	2026-08-04 23:02:51 -05:00
DottaandPaperclip	5858ccb981	feat: make in-app features cloud-aware (#10850 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the same board application in self-hosted and Paperclip Cloud deployments. > - A Cloud tenant contains one company, so an in-app company switch does not change the active Cloud stack. > - Cloud operators need the sidebar and company surfaces to use the signed-in user's stack portfolio. > - The server must derive Cloud identity and links from trusted instance context instead of client input. > - This pull request adds canonical Cloud context, a trusted stack portfolio proxy, and Cloud-aware navigation. > - The benefit is consistent stack switching on Cloud while self-hosted company behavior stays unchanged. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: server REST routes and the React board UI. Problem or motivation A Cloud-managed instance contains one company. The existing company switcher could only switch records inside that tenant. It could not move the operator to another Cloud stack. The existing header also gave long organization names too little width. Proposed solution Expose a canonical public Cloud context in health data. Add a trusted server proxy for the current user's stack portfolio. Use that data in the board UI to switch stacks with top-level navigation. Keep the existing company behavior on self-hosted instances. Move search into the navigation and keep long organization names inside the sidebar panel. Alternatives considered An in-app `/stacks` route was rejected because Cloud tenant hosts reserve that path and stack selection must wake or authenticate another tenant. Client-supplied user identity was rejected because the server can derive the trusted Cloud actor. Roadmap alignment This change advances the Cloud deployments milestone. It keeps the product local-first and Cloud-ready without changing the self-hosted mental model. ## What Changed - Added canonical Cloud instance context and public health metadata. - Added a Cloud-only stack portfolio proxy with trusted actor forwarding and per-user caching. - Prevented normal company creation on Cloud-managed instances. - Switched the sidebar and Companies page from company actions to stack actions on Cloud. - Added full-page stack navigation and Cloud create-stack links. - Moved search into the sidebar navigation so the organization name keeps more width. - Added truncation and hover recovery for long organization and stack names. - Added server and UI regression coverage for Cloud and self-hosted behavior. - Updated the implementation specification for the Cloud contracts. ## Verification - `node scripts/check-token-gates.mjs` passed. All three token gates are clean. - `pnpm --dir server exec vitest run src/__tests__/health.test.ts src/__tests__/cloud-instance.test.ts src/__tests__/cloud-routes.test.ts src/__tests__/company-cloud-floor.test.ts src/__tests__/company-portability-routes.test.ts` passed: 5 files and 66 tests. - `pnpm --dir ui exec vitest run src/components/SidebarCompanyMenu.test.tsx` passed: 1 file and 11 tests. - Pre-PR QA report `7da87ca7` passed all 8 acceptance criteria with real HTTP route factories and real Chromium screenshots in Cloud and self-hosted modes. - Security reviews passed for the canonical Cloud context and stack portfolio proxy. ## Risks - Cloud stack switching depends on the configured Cloud application and tenant portfolio URLs. - The new health `cloud` block is public by design, but it contains only canonical public instance metadata. - The stack proxy fails closed on self-hosted instances and derives the user identity from the trusted actor. - Self-hosted navigation and company creation retain their existing paths and behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, model `gpt-5`. The run used reasoning, repository tools, shell execution, and GitHub integration. The deployment did not expose its context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-04 23:00:14 -05:00
DottaandPaperclip	2495e29f7f	Preserve company display names in cloud tenants (#10845 ) Prefer the trusted organization name, repair known machine-generated legacy names with compare-and-set safety, and preserve the audited fallback behavior required by PAP-16331. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-08-04 19:37:08 -05:00
Dotta Paperclip Claude Opus 4.8	678728f650	feat: maintained in_review review-path contract + stalled-review actions (#10675 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents move issues to `in_review` and rely on a "review path" (an interaction, an approval, a monitor, or a named reviewer) to tell them who decides next. > - That review path can silently disappear. A user comment supersedes the pending interaction, a monitor is exhausted, or a run ends without restoring a path. The issue then sits in `in_review` with nobody reviewing it and no visible action. > - Such issues become invisible zombies. Nobody knows a decision is owed, so the work stalls forever. > - This pull request makes the review path a maintained invariant, exposes a `reviewAttention` surface, and gives every stalled review three inline actions in the UI. > - The benefit is that an `in_review` issue always shows who reviews it, or shows an amber "nobody is reviewing this" notice with one-click Approve, Request changes, and Send back to work. ## Linked Issues or Issue Description This pull request describes the problem inline. The tracking issue is internal. Subsystem affected The review and attention loop that agents and humans share: the `in_review` status, the `reviewAttention` surface, the /decisions attention feed, and the issue-page review panel. Problem or motivation Agent-owned issues in `in_review` can lose their last review path. A user comment supersedes the pending interaction. A monitor is exhausted. A run ends without restoring a path. The issue then sits in `in_review` with no reviewer and no visible action. It becomes an invisible zombie and the work never progresses. Proposed solution Maintain the review path as a server invariant. Expose a `reviewAttention` field that says what is under review, who decides, and since when. Render a persistent review panel on the issue page and inline actions on the /decisions feed. Keep human PATCHes into `in_review` ungated, but record the requesting user so the panel never renders empty. Alternatives considered A pure background auto-recovery sweep. This stays opt-in and is not enough on its own, because it is invisible to the human. A bare status banner. This is rejected, because it gives no action to resolve the stall. Roadmap alignment This improves the core review and attention loop that both agents and humans use every day. ## What Changed - Server — maintained review-path invariant: when an issue enters or sits in `in_review`, the server derives and persists a review path (interaction, approval, monitor, or the requesting user) and recovers a stale path with one bounded wake instead of leaving the issue pathless. - Server — `reviewAttention` surface: a new field describes what is under review (bound target with links), who decides, since when, and whether the review is stalled. Stalled agent-assigned reviews are now included in the attention feed. - Server — inline stalled-review decisions: secured routes let a permitted responder Approve (→ `done`), Request changes (→ `todo` + wake carrying the note), or Send back to work (→ `todo` + wake) directly from the attention feed. - Server — resume-intent wake: an `in_review -> todo` transition now wakes the assigned agent so a resumed review is not dropped. - Server — user-entry symmetry: user PATCHes into `in_review` stay ungated (no 422 for humans) and record the requesting user, who becomes the named responder when no other path exists. - UI — review panel: a persistent `IssueReviewPanel` renders above the thread whenever status is `in_review`. The covered state shows the bound target, responder, and outcomes and hoists the pending interaction/approval card. The stalled state shows the amber notice plus the three actions. - UI — decisions card actions: the same three actions render inline on the /decisions `AttentionQueueRow`. - UI — responsive fix: the stalled action row stacks to full-width buttons at phone width and returns to a horizontal row at `sm` and up. New 390px stories capture the phone layout. ## Verification - `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts src/api/issues.test.ts` — 91 tests pass. - Server suites added and updated: `issue-review-attention`, `issue-stalled-review-decision-routes`, `review-path-recovery`, `recovery-observability`, and related route/liveness tests (run by CI). - A designer reviewed the UI at 390px and desktop in light and dark themes on both the issue-page panel and the /decisions card. The stalled action row stacks cleanly at phone width with no overlap and keeps the horizontal row on desktop. ## Risks - Migration: adds migration `0200` (next after master `0199`, no renumber). It extends the agent-wakeup-requests schema and is additive. - Behavioral shift: `in_review -> todo` now dispatches a wake. This is intended (resume intent) and covered by tests. - Authz: the inline decision routes are permission-gated. Only a permitted responder sees and can trigger the actions. - Overall risk is moderate and contained to the review and attention loop. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-04 13:54:40 -05:00
DottaandPaperclip	f91a6e27c0	feat(issues): contain cross-issue agent side effects (#10837 ) ## Thinking Path > - Paperclip is the control plane that coordinates autonomous agent work. > - Agents need to collaborate on issues beyond their current assignment. > - Cross-issue comments and updates are useful, but an unbounded run can create cascading side effects. > - The control plane must preserve company-wide collaboration while containing each run's influence. > - Comment attribution must also show the responsible user and the acting agent in audits. > - This pull request adds run-bound cross-issue containment, attribution, and agent-class wake rules. > - The benefit is safer collaboration without restoring issue-assignee ownership restrictions. ## Linked Issues or Issue Description What existing behavior does this improve? Agent-authenticated issue comments, updates, reopen behavior, and assignee wake routing. Subsystem affected Cross-cutting: server routes and services, shared contracts, database schema and migration, and implementation documentation. Current behavior An authenticated agent can collaborate across company issues, but one heartbeat run has no per-run side-effect boundary. Comment records also do not persist the responsible user separately from the acting agent. Proposed behavior Require a valid heartbeat run for agent cross-issue comments and updates. Audit each attempt and cap a run at 20 cross-issue effects. Keep the cap in log-only mode until it automatically changes to enforcement at 2026-08-11 00:00 UTC. Preserve same-issue writes. Use agent-class wakes for agent comments. Keep same-run completion comments from reopening completed work. Record the responsible user on agent-authored comments and activity. Reason and benefit Agents can collaborate on other issues without an assignment gate, while each run has an atomic and inspectable side-effect limit. Operators can identify both the acting agent and the responsible user. Breaking changes After 2026-08-11 00:00 UTC, the twenty-first cross-issue comment or update from one heartbeat run returns a containment error. Agent cross-issue writes without valid run context are rejected. The migration is additive and backfills existing agent-authored comment attribution where the source data is available. ## What Changed - Added an atomic per-run counter for cross-issue agent comments and updates. - Added audit events for allowed and rejected cross-issue effects. - Added the automatic log-only to enforcement flip at 2026-08-11 00:00 UTC. - Added responsible-user attribution to agent-authored comments, activity records, shared types, and validators. - Added an additive migration and migration coverage for existing comments. - Updated reopen, resume, and wake behavior so agent comments create agent-class wakes and same-run completion comments remain inert. - Updated the implementation specification and regression coverage. ## Verification - `pnpm exec vitest run server/src/__tests__/cross-issue-influence-limit.test.ts server/src/__tests__/issue-comment-attribution-audit-routes.test.ts server/src/__tests__/issue-comment-reopen-routes.test.ts packages/db/src/issue-comment-on-behalf-migration.test.ts` — 97 tests passed. - `pnpm -r typecheck` — passed, including migration safety checks. - `pnpm test:run` — server batch: 3,364 passed and 2 skipped; UI batch: 3,504 passed. One unrelated CLI doctor test warned because this agent runtime injects static AWS credentials. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` — 8 tests passed and confirmed the CLI failure was ambient-environment sensitive. - `pnpm build` — passed. ## Risks - The fixed enforcement timestamp changes production behavior automatically on 2026-08-11 00:00 UTC. Audit logs before that time provide rollout visibility. - The per-run counter serializes on the heartbeat-run row. This prevents concurrent attempts from racing past the cap but adds a small lock scope for cross-issue writes. - Existing comments can only be backfilled when their acting run or agent attribution is recoverable. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 in the Codex agent runtime. The runtime did not expose a context-window size. Reasoning, shell tools, code editing, and test execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-04 13:17:49 -05:00
Dotta Paperclip Claude Fable 5	ded813ad6f	feat(interactions): add governed agent addressees (#10252 ) ## Thinking Path > - Paperclip is the control plane that lets humans govern companies of AI agents. > - Issue-thread interactions are the structured handoff point for confirmations, questions, suggested tasks, and other governed decisions. > - Those interactions previously assumed that only board users could resolve them, preventing one agent from explicitly addressing another agent for a response. > - Agent resolution needs company-level governance, auditable resolver identity, safe terminal-state handling, and attention routing so authorization is enforced server-side rather than inferred from UI behavior. > - This pull request adds governed agent resolution, withdrawal and terminal expiry semantics, explicit agent addressees, lifecycle reconciliation, and attention-feed filtering. > - The benefit is that agents can participate in structured decisions without weakening board control, company isolation, wake behavior, or audit invariants. ## Linked Issues or Issue Description ### Subsystem affected Issue-thread interactions across database, shared contracts, server authorization/services, adapter callbacks, agent skill guidance, API docs, and UI governance surfaces. ### Problem or motivation Structured interactions were board-only, had no explicit agent addressee, and lacked durable withdrawal/terminal-expiry semantics. That made peer-agent decisions impossible to authorize and audit safely. ### Proposed solution Persist requested/effective resolver policy and addressee identity, enforce company governance and eligible agent resolution, reconcile addressee lifecycle changes, expose withdrawal and terminal expiry, and route attention to the intended active agent with board fallback. ### Alternatives considered Implicitly authorizing the issue assignee or mentioned agents was rejected as ambiguous and difficult to audit. Using comments alone was rejected because it loses structured outcomes and continuation behavior. ### Roadmap alignment Supports the ROADMAP direction for lightweight leadership-agent communication that still resolves into governed decisions and work objects. ### Additional context Public GitHub issue/PR search found no duplicate implementation; open PR search for interaction resolver governance and agent addressees only returned this PR. ## What Changed - Add company-scoped interaction resolver governance contracts and persistence. - Add requested/effective resolver policy, resolver identity, withdrawal, and terminal-expiry behavior. - Add explicit `addresseeAgentId` validation, authorization, persistence, lifecycle reconciliation, API documentation, and skill guidance. - Route pending addressed interactions to the intended invokable agent and fall back to board attention when that agent becomes ineligible or is deleted. - Preserve sandbox callback identity fields required by governed resolution paths. - Add migrations `0193` and `0194` plus route, service, attention, adapter, CLI, and UI coverage. - Add governance state and company settings UI, including responsive mobile behavior and distinct withdrawn/expired audit presentation. ## Verification - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed, including migration numbering and safety checks. - `pnpm test:run` — feature/server and UI workspace suites passed; one unrelated CLI AWS doctor test observed injected static AWS credentials and warned instead of passing. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests passed, confirming the failure was environment-sensitive. - `pnpm build` — passed. - Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161` completed all GitHub CI jobs successfully. ## Risks - Migrations add interaction and company-governance fields; numbering is conflict-free on current `master`, additive statements are idempotent, and migration safety checks pass. - Agent authorization behavior expands beyond board-only resolution, but defaults remain board-only and coverage exercises company boundaries, resolver eligibility, lifecycle invalidation, wake behavior, withdrawal, expiry, and attention fallback. - Attention routing depends on current agent invokability; reconciliation and read-time filtering prevent stale addressees from retaining visibility or resolution authority. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using `gpt-5.6-sol` with reasoning, terminal tool use, code execution, Git/GitHub integration, and Paperclip control-plane tools. Context-window metadata was not reported by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-04 12:51:06 -05:00
DottaandPaperclip	ca6416da81	fix(server): preserve hot-restart shutdown snapshots (#10815 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A guarded hot restart must preserve or finalize every active agent run. > - The server uses embedded PostgreSQL when `DATABASE_URL` is not set. > - The database dependency installs signal handlers before Paperclip installs its coordinated shutdown handler. > - Those handlers can stop PostgreSQL before Paperclip writes the shutdown snapshot. > - ACP runs also use server-owned stdio and cannot be adopted after that server exits. > - This pull request keeps PostgreSQL available through snapshot and drain, then uses the existing ordered stop. > - The benefit is a complete restart report with no false adoption and no missing snapshot loss. ## Linked Issues or Issue Description What happened? A guarded hot restart with a valid marker can report a live preflight run as lost with reason `missing_shutdown_snapshot`. The `embedded-postgres` package imports `async-exit-hook`. That package registers `SIGINT` and `SIGTERM` listeners before Paperclip registers its own shutdown listener. The dependency can close PostgreSQL while Paperclip queries active heartbeat runs and writes the snapshot. Expected behavior Paperclip must keep its database available until it persists the shutdown snapshot and completes any required run drain. A detached CLI run must remain eligible for adoption. An ACP run must finish as interrupted and queue a retry because its server-owned stdio cannot survive the server. Steps to reproduce 1. Run Paperclip from source with embedded PostgreSQL. 2. Start a local ACP-backed agent run. 3. Write a valid hot-restart marker for the current server process. 4. send `SIGTERM` through the service manager. 5. Inspect the restart report and server log. 6. Observe that PostgreSQL can close before the shutdown snapshot query completes. Paperclip version or commit The defect reproduces on `2ab797dcbed0031c45c7335a0f497fea2a20bd9a`. Deployment mode Self-hosted server built from source, with embedded PostgreSQL and a systemd service. Related work: #9628 introduced hot-restart continuity. #10556 explores a broader database ownership transfer. #10775 addresses ACP continuity after replacement startup. This pull request uses a smaller path: it keeps the current database owner alive through snapshot and drain, then performs the existing explicit database stop. ## What Changed - Remove only the `SIGINT` and `SIGTERM` listeners added by the embedded PostgreSQL import. - Preserve Paperclip's existing ordered database stop after heartbeat snapshot and drain. - Detect active ACP and server-stdio local runs before shutdown. - Persist their complete snapshot before changing the marker to an ACP drain request. - Drain only ACP runs to an interrupted terminal state and queue their retry. - Keep detached CLI runs eligible for adoption in the same mixed restart. - Quiesce already-running scheduler queue claims before capturing the snapshot and selective drain set. - Report a selected ACP run as lost if process termination succeeds but its terminal database write does not persist. - Add the drain reason to the restart report. - Document the normal path and the one-time recovery path across an older affected build. ## Verification - `PAPERCLIP_TEST_DATABASE_MODE=native pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts` — 100 passed. - `pnpm exec vitest run server/src/shutdown.test.ts server/src/services/hot-restart.test.ts` — 24 passed. - The shutdown suite imports the real `embedded-postgres` package and verifies that its eager signal listeners are absent after the guarded import. - The embedded PostgreSQL recovery suite verifies snapshot, pre-snapshot scheduler quiescence, selective ACP drain, detached CLI adoption, queued retry, original-run finalization, `lostRunIds=[]` in a mixed restart, and fail-closed reporting when terminal persistence fails. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check` — passed. - A full workspace typecheck reached the UI and stopped because the shared local install does not contain its declared `@base-ui/react` dependency. All server and preceding package checks passed. CI uses a clean install and remains the authoritative full gate. ## Risks - Low to moderate risk. This changes shutdown signal ownership and local run behavior during guarded restarts. - Paperclip already stops its managed embedded database explicitly. The change removes only the dependency listeners that race the coordinated path. - ACP runs now retry instead of receiving an unsafe bare-process adoption. Detached CLI runs keep their existing adoption behavior. - The report adds one field. There is no schema migration or breaking API change. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The runtime did not expose a more specific model revision or context-window size. Reasoning, repository editing, shell execution, and test execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-04 11:44:43 -05:00
DottaandPaperclip	dfcda67650	feat(auth): default-open visible issue writes (#10804 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents coordinate through company-visible issues, comments, child tasks, and assignments. > - The current authorization rules give these write channels different and narrow ownership grants. > - Those differences prevent standard-trust agents from coordinating on work that they can already read. > - A responsible human user must still bound every agent action. > - This pull request gives the four issue-write channels one default-open rule based on issue visibility. > - The benefit is consistent multi-agent coordination without weakening company, user, trust-scope, or run-lifecycle controls. ## Linked Issues or Issue Description What existing behavior does this improve? This improves authorization for comments, issue updates, child creation, and assignment on company-visible issues. Subsystem affected `server/` REST API authorization and issue routes. Current behavior Standard-trust agents can read company-visible issues, but narrow ownership, parent, or mention grants can still deny related writes. Each write channel also applies a different rule. Proposed behavior Allow standard-trust agents to comment, update fields, create child issues, and assign work when they can read the target issue and the responsible user is also authorized. Keep company boundaries, low-trust scopes, checkout conflicts, status rules, pause gates, budget gates, and explicit reopen rules unchanged. Reason and benefit Agents can coordinate on visible company work without relay issues or unnecessary manager runs. One shared rule also makes the authorization model easier to test and maintain. Breaking changes This intentionally broadens write access for standard-trust agents on visible issues. Existing company boundaries and governance controls remain in force. Related prior approaches: Refs #10233 and Refs #9768. This change unifies the comment case with visible issue updates, child creation, and assignment while preserving the responsible-user ceiling and excluded trust scopes. ## What Changed - Added a shared default-open authorization decision for visible issue writes. - Applied the shared rule to comments, issue updates, child creation, and assignment. - Preserved low-trust, `skill_test`, `task_bridge`, responsible-user, checkout, lifecycle, pause, and budget controls. - Preserved explicit resume/restore authority for direct peer lifecycle transitions on blocked, completed, and cancelled issues. - Added regression coverage for cross-company denial, user intersection, excluded scopes, comment-read structure, closed issues, child creation, assignment, and peer updates. - Updated the V1 implementation contract for the shared rule. ## Verification - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/low-trust-red-team-routes.test.ts --reporter=dot` — 217 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check public-gh/master...HEAD` — passed. - Independent security review covered broken access control, object-level authorization, excessive agency, cross-company access, responsible-user intersection, excluded scopes, and lifecycle controls; its peer lifecycle-transition finding is fixed with regression coverage. ## Risks - Standard-trust agents gain broader write influence on issues that they can already read. - Future issue-visibility controls must keep `issue:read` as the canonical authorization hook. - Regression tests cover company boundaries, responsible-user intersection, excluded scopes, active checkout conflicts, closed-issue behavior, and non-transitive mention authority. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 through Codex. The runtime does not expose the exact deployment revision or context-window size. Agentic reasoning, repository tools, shell execution, and test execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-04 09:18:44 -05:00
DottaandPaperclip	76f442040c	fix(ui): follow managed sign-out redirects Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-08-03 22:34:14 -05:00
DottaandPaperclip	2a90933433	fix(ui): remove duplicate create-task loading status (#10756 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators create tasks from the board UI. > - The create form must show clear progress while it submits. > - The form showed the same pending state twice. > - One copy also used the old term "issue" instead of the UI term "task." > - This pull request keeps the pending state in the submit button and removes the duplicate status. > - The benefit is a clearer form with consistent task language. ## Linked Issues or Issue Description No matching public GitHub issue exists for this focused UI bug. What happened? The create-task form showed `Creating issue...` beside a submit button that already showed `Creating...`. A low-trust notice in the same form also used the old UI term `issue`. Expected behavior The submit button shows the pending state once. Visible UI copy uses `task` for the work object. Steps to reproduce 1. Open the create-task dialog. 2. Enter a task title. 3. Select Create Task. 4. Observe the duplicate loading status beside the pending button. Paperclip version or commit Reproduced from upstream `master` at `2c90cf0f2c60d3851880eca3c643c01313af9ffd`. Deployment mode Local development build. ## What Changed - Removed the duplicate loading status beside the create-task submit button. - Kept inline create errors in the dialog footer. - Changed the low-trust notice from `issue` to `task`. - Added a regression test for the single pending-state presentation and `aria-busy` state. ## Verification - `cd ui && pnpm exec vitest run src/components/NewIssueDialog.test.tsx` — 24 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — passed. ## Risks - Low risk. The change only removes duplicate pending copy and updates one UI term. - The regression test keeps the submit button pending indefinitely to verify its accessible loading state. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, model ID `gpt-5`. The runtime did not expose the context-window size. The session used reasoning, repository tools, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-03 21:35:07 -05:00
DottaandPaperclip	8e7f1c03eb	feat(decisions): improve desk triage and queue parity (#10785 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The decisions desk and queue help operators find work that needs a human decision. > - The current views use different grouping, sorting, and labels. > - Repeated confirmation requests can also leave stale pending actions in the queue. > - Blocked-work attention can point at an intermediate issue instead of the terminal blocker. > - This pull request aligns the server contract and both user interfaces. > - The benefit is a smaller, clearer queue that ranks the decisions with the largest impact. ## Linked Issues or Issue Description Related PR: #10774 What existing behavior does this improve? The decisions desk and queue currently use different triage rules. They can show stale repeated confirmations and can rank blocked work by an intermediate issue. Subsystem affected This change affects attention aggregation, issue thread interactions, shared attention contracts, and the decisions user interface. Current behavior The desk uses a can-wait group that has no clear arrival meaning. The queue has fewer controls than the desk. Repeated pending confirmations remain actionable. Blocked-work rows do not always identify the terminal actionable blocker. Proposed behavior Group desk items by arrival date, and reserve Decide now for explicit due dates. Use one toolbar and shelf model on both pages. Supersede older repeated pending confirmations. Aggregate blocked work under the terminal actionable blocker and rank it by impact. Reason and benefit Operators get one consistent triage model. The badge reflects new and overdue work. High-impact blockers move to the top. Duplicate confirmation work no longer consumes attention. Breaking changes The attention summary field `decideNowCount` changes to `deskBadgeCount`. Consumers must use the new field. Older repeated confirmation interactions can now finish with the `superseded_by_newer_request` outcome. ## What Changed - Supersede older pending confirmation requests for the same issue and record the mutation in activity history. - Resolve blocked-work attention to actionable terminal blockers, suppress live blocker trees, and rank rows by blocked-work impact. - Group the decisions desk into New today and Earlier, and count new plus overdue work in the desk badge. - Share the decision toolbar and shelf components across the desk and queue. - Add queue grouping, sorting, filtering, aging, visible training controls, and clearer recommendation copy. - Add server, shared-contract, and user-interface tests for the new behavior. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` (all server, UI, CLI, shared, and catalog tests passed; one fixed five-second DB timeout flaked under full-suite load) - `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run src/status-card-migrations.test.ts` (passed in isolation) - `pnpm build` ## Risks - The attention summary field rename requires synchronized consumers. - Terminal-blocker traversal uses cycle and depth guards. A malformed dependency graph can stop at the last safe node. - The new arrival grouping changes which items contribute to the decisions badge. - Superseding repeated confirmations changes the terminal state of older pending interactions. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5. The runtime did not expose a dated model snapshot or context-window size. The model used reasoning, repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-03 21:31:45 -05:00
Dotta Claude Opus 4.8 Paperclip	18f391ef02	feat(ui): add shared workspace concurrency select to workspace policy editor (#10771 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The project workspace policy editor sets how agent runs share a project's execution workspace. > - The server now has a `sharedWorkspaceConcurrency` policy (Refs #10759), but the UI had no control for it. > - Users could not choose the concurrency mode without editing the API directly. > - This pull request adds a 3-option select (Auto / Serialize / Allow) to the policy editor. > - The benefit is that users set shared-workspace concurrency in the UI, with clear helper text for each mode. ## Linked Issues or Issue Description Refs #10759 (server contract this UI drives). Feature request - Is your feature request related to a problem? Please describe. The `sharedWorkspaceConcurrency` policy field shipped on the server, but the project workspace policy editor had no control to set it. Users could not pick a concurrency mode from the UI. - Describe the solution you would like. Add a 3-option select (Auto / Serialize / Allow) to the execution-workspace policy editor, with helper text that explains each mode. An unset value must show as Auto. - Describe alternatives you have considered. A set of radio buttons was considered. A select matches the compact style of the other controls in the same editor (environment, base ref). ## What Changed - Added a "Shared workspace concurrency" select to the project execution-workspace policy editor (`ui/src/components/ProjectProperties.tsx`). - The select offers three options with helper text: - Auto (default): "Concurrent runs on local/SSH runners; runs take turns in cloud sandboxes." - Serialize: "Runs always take turns in the shared project workspace." - Allow: "Runs never wait for the workspace; concurrent edits are possible." - An unset or absent value shows as Auto. The UI writes a value only after the user picks one, so the policy round-trips as Auto until then. - Added a `SharedWorkspaceConcurrency` type import and a new `execution_workspace_shared_concurrency` save-state key. - Added a stateful Storybook story so the controlled select can be exercised. ### Screenshots Before (light / dark) — the editor had no concurrency control: ![before light](https://pages.paperclip.ing/pap-16187-concurrency-select/before-light.png) ![before dark](https://pages.paperclip.ing/pap-16187-concurrency-select/before-dark.png) After (light / dark) — the select shows Auto by default: ![after light](https://pages.paperclip.ing/pap-16187-concurrency-select/policy-editor-light.png) ![after dark](https://pages.paperclip.ing/pap-16187-concurrency-select/policy-editor-dark.png) Helper text updates per option (Serialize / Allow): ![serialize](https://pages.paperclip.ing/pap-16187-concurrency-select/concurrency-serialize-light.png) ![allow](https://pages.paperclip.ing/pap-16187-concurrency-select/concurrency-allow-dark.png) ## Verification - `pnpm --filter @paperclipai/ui typecheck` passes. - `pnpm --filter @paperclipai/shared build` passes. - Rendered the editor in Storybook (light and dark). The select shows Auto when the policy is unset. Selecting Serialize or Allow updates the helper text and the stored value. ## Risks - Low risk. UI-only change. The control is additive and only appears when isolated task checkouts are enabled. An unset value keeps the current Auto behavior, so existing projects are unaffected. ## Model Used - Claude Opus 4.8 (claude-opus-4-8), extended thinking, tool use / code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-03 15:13:43 -05:00
DottaandPaperclip	ba396c608c	feat(server): configure shared workspace concurrency (#10759 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The heartbeat service starts agent runs in local, SSH, sandbox, plugin, or Kubernetes environments. > - Runs can share one project working tree. > - PR #10699 made every shared working tree single-file, including trusted local and SSH hosts that support coordinated concurrent work. > - Operators need a policy that keeps remote environments safe and restores local multi-agent work. > - This pull request adds an `auto`, `serialize`, or `allow` concurrency policy and applies it to the final execution environment. > - The benefit is safe serialization by default for sandboxed targets and useful concurrency by default for persistent local targets. ## Linked Issues or Issue Description Related work: #10699 introduced the busy gate that this change makes configurable. #7852 covers a separate environment-lease race and does not provide this dispatch policy. Subsystem affected `server/` heartbeat orchestration and `packages/shared/` workspace policy contracts. Problem or motivation The shared-workspace busy gate always defers a second run. This behavior prevents local multi-agent projects from running concurrently even when operators expect agents to coordinate through commits. Proposed solution Add `sharedWorkspaceConcurrency` with `auto`, `serialize`, and `allow` values. Default `auto` permits local and SSH concurrency. It serializes sandbox, plugin, and forced Kubernetes execution. Alternatives considered Keeping unconditional serialization is too restrictive for persistent host working trees. Always allowing overlap removes the protection that sandboxed and remote targets need. Roadmap alignment This is a focused correction to the shipped cloud and sandbox execution milestone. It does not add a new roadmap feature. ## What Changed - Added the optional tri-state field to project policy and issue override contracts and validators. - Added a pure resolver with issue override, project policy, and `auto` default precedence. - Moved final environment and Kubernetes resolution before the shared-workspace busy gate. - Kept the existing deferral and retry behavior for every path that resolves to serialization. - Added a task-context warning and a structured log when a run dispatches beside a live holder. - Added policy and heartbeat coverage for all requested policy and environment combinations. - Documented the new policy and its default behavior. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspace-policy.test.ts src/__tests__/heartbeat-workspace-busy.test.ts` — 32 tests passed. - `pnpm -r typecheck` — passed. - `PAPERCLIP_IN_WORKTREE=false PAPERCLIP_DATABASE_RESTORE_IN_PROGRESS=false PAPERCLIP_RESTORE_IN_PROGRESS=false pnpm test:run` — all 3,528 server tests passed. The later UI/workspace phase passed 3,384 tests and hit one unrelated `CompanyEnvironments` navigation timing failure. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanyEnvironments.test.tsx -t "opens the edit form on a standalone page with existing values and closes after save"` — the unrelated UI test passed in isolation. - `pnpm build` — passed. Policy matrix: \| Policy \| Final target \| Expected result \| Result \| \| --- \| --- \| --- \| --- \| \| `auto` \| local \| Dispatch with holder note \| Passed \| \| `auto` \| sandbox \| Defer with `workspace_busy` \| Passed \| \| `auto` \| instance-forced Kubernetes \| Defer with `workspace_busy` \| Passed \| \| `serialize` \| local \| Defer with `workspace_busy` \| Passed \| \| `allow` \| sandbox \| Dispatch with holder note \| Passed \| Existing serialization, retry, and stale-holder tests also pass. ## Risks - `auto` changes the post-#10699 local and SSH behavior back to concurrent dispatch. Concurrent agents can mutate the same working tree, so each dispatched run receives an explicit coordination warning. - `allow` is an operator override and can permit overlap in sandbox or plugin environments. - Unknown environment drivers serialize in `auto` mode. This keeps the fallback conservative. - There is no database migration. An absent field resolves to `auto`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 (Codex). The exact API snapshot and context-window size are not exposed to the agent. Reasoning, repository editing, terminal tool use, and local code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-03 14:25:05 -05:00
DottaandPaperclip	bc5c392331	fix(server): stop inferring PR credential preflight from issue text (#10755 ) ## Thinking Path > - Paperclip coordinates agent runs and checks required runtime credentials before dispatch. > - The push-capability preflight protects runs that use the GitHub PR workflow skill. > - PR #10659 also made issue title and description text trigger this preflight. > - That text heuristic blocks tasks that mention a pull request but do not need a bound GitHub token at dispatch time. > - This pull request removes the text heuristic and keeps the explicit skill trigger. > - The benefit is that ordinary task wording no longer causes a false configuration failure. ## Linked Issues or Issue Description Refs: #10659 What happened? An issue title or description that said to open a pull request or push a branch could trigger the push-capability credential preflight. The run then failed before dispatch when no project-level or agent-level GitHub token was bound, even when the task could proceed without that preflight. Expected behavior The preflight must run only when the issue explicitly selects the GitHub PR workflow skill. Issue prose alone must not enable the guard. Steps to reproduce 1. Assign a local Codex or Claude agent an issue that says to open a pull request. 2. Do not attach the GitHub PR workflow skill to the issue. 3. Start the run without a project-level or agent-level GitHub token binding. 4. Observe the false `push_write_credential_missing` failure before this fix. Paperclip version or commit `master` after PR #10659. Deployment mode Local dev with a git-sensitive local adapter. ## What Changed - Removed `issueTextImpliesPrDeliverable` and its text-pattern matcher. - Restored `requiresPushCapabilityPreflight` to use only explicit GitHub PR workflow skill keys. - Removed the obsolete issue-text tests while keeping coverage for the explicit skill, adapter, and issue gates. ## Verification - `PAPERCLIP_LOG_DIR=<run-owned-dir> pnpm vitest run server/src/__tests__/heartbeat-workspace-session.test.ts` — 134 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check origin/master...HEAD` — passed. ## Risks - Low risk. A task that states a PR deliverable but does not select the GitHub PR workflow skill will no longer receive the early credential preflight. This is the intended temporary behavior. - Tasks that explicitly select the skill still receive the existing credential and checkout checks. > This change does not add a core feature and does not overlap with ROADMAP.md work. ## Model Used OpenAI Codex with model ID `gpt-5`. The runtime did not expose the context-window size. The model used agentic reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-03 10:21:33 -05:00
DottaandPaperclip	d5045d622c	fix(ui): keep mobile unread dots from indenting task rows (#10691 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Inbox helps operators scan task state on desktop and mobile screens > - Read and unread rows must keep the same title and status alignment > - The mobile unread control was a flex item, so unread rows gained an extra leading column > - Moving the control out of flex flow fixes the indent, but the tap target must stay inside clipped row containers > - This pull request reserves one mobile gutter for both states and overlays the unread control inside that gutter > - The benefit is stable mobile alignment without clipping the control or blocking the parent-row chevron ## Linked Issues or Issue Description Related merged work: Refs #9383, Refs #9685, and Refs #9767. What happened? On mobile screens, an unread Inbox row placed the mark-as-read control in the flex layout. The extra flex item moved the status and title to the right. A first overlay position could also place part of the control outside a row that clips overflow. Expected behavior Read and unread rows must use the same title and status positions. The unread control must stay tappable inside the row. A parent-row chevron must remain independently usable. Steps to reproduce 1. Open the Inbox on a mobile viewport. 2. Compare read and unread rows with the same nesting depth. 3. Include an unread parent row with a collapse chevron. 4. Observe that the unread row content starts farther right than the read row content. Paperclip version or commit The issue reproduced on the `master` parent of this pull request. Deployment mode Local dev (`pnpm dev`). Installation method Built from source. ## What Changed - Reserve a mobile leading gutter whenever an Inbox row participates in unread state. - Position the mark-as-read control absolutely inside that gutter so it does not add a flex column. - Keep read and unread rows on the same mobile padding path. - Keep the control inside overflow-clipping row containers and separate from the parent-row chevron. - Update the `IssueRow` regression test to verify absolute placement, the internal gutter, and the absence of `order-first` layout. ## Verification - `pnpm exec vitest run ui/src/components/IssueRow.test.tsx` — 16 tests passed. - `pnpm check:token-gates` — all token gates passed across 722 files. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — the general server shard passed 3,448 tests and the UI shard passed 3,362 tests. The CLI shard had one host-environment failure because inherited temporary AWS access-key variables changed an AWS doctor assertion from `pass` to `warn`. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY -u AWS_SESSION_TOKEN pnpm exec vitest run cli/src/__tests__/secrets.test.ts` — the affected file passed 8 tests in an isolated environment. - Mobile QA at 402 × 874 confirmed equal read/unread title positions, no shift after marking a row as read, and an independently usable parent chevron. ## Risks - Low risk. The change affects only `IssueRow` mobile presentation and its focused regression test. - The main risk is breakpoint-specific placement. The component test covers the responsive classes, and mobile QA covers the rendered interaction. - No API, schema, dependency, telemetry, or documentation contract changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5, with reasoning, repository tools, command execution, and test execution. The runtime did not expose the exact deployment ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-03 10:20:04 -05:00
DottaandPaperclip	717684ad8f	Add project folder browsing to skill imports (#9930 ) ## Thinking Path > - Paperclip is the control plane teams use to manage AI agents and their reusable capabilities. > - Skills Manager lets operators discover and import skills from project workspaces. > - Automatic discovery only surfaces skills in conventional locations, so valid skills stored elsewhere in a project are invisible. > - Operators need a safe way to navigate project folders without exposing paths outside the selected workspace. > - This pull request adds company-scoped workspace folder browsing and selection to the project skill import flow. > - The benefit is that operators can find and import valid skill folders regardless of repository layout while preserving workspace boundaries. ## Linked Issues or Issue Description - Subsystem affected: Cross-cutting (`server/`, `ui/`, and `packages/shared`). - Problem or motivation: Project skill imports rely on conventional directory discovery, which prevents operators from selecting valid `SKILL.md` folders stored in atypical locations. - Proposed solution: Add a company-scoped browse endpoint and a folder browser in the import dialog. The server resolves real paths, rejects traversal outside the workspace, skips symlinks and high-noise directories, identifies skill directories/files, and caps listings at 250 entries. - Alternatives considered: Expanding the automatic scan to every directory would be slower and noisier, while accepting arbitrary filesystem paths would weaken project/workspace scoping. - Roadmap alignment: This extends the completed “Skills Manager, Skill Studio & Skills Store” capability in `ROADMAP.md` without duplicating planned core work. - Additional context: GitHub search found no duplicate or closely related public issues or pull requests. ## What Changed - Added shared browse request/result contracts and validation for project workspace navigation. - Added a company-scoped API route and service that safely lists local workspace folders and detects `SKILL.md` entries. - Added project workspace/folder navigation to the import dialog, including parent navigation, workspace switching, truncation feedback, and direct skill selection. - Added service and route regression tests for browsing, skill detection, company isolation, and traversal rejection. - Added shared response schemas and OpenAPI documentation for the browse endpoint. - Hardened explicit skill selections with realpath containment so symlinked directories cannot escape the project workspace. ## Verification - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills.test.ts` — 64 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3 tests passed. - Focused post-review reruns: `company-skills-service.test.ts` — 45 tests passed; shared/server typechecks passed. - GitHub latest-head checks — all green after one transient e2e rerun; no pending or failing checks. - `pnpm check:token-gates` — all gates clean on the rebased head. ## Risks - Low-to-moderate risk: this adds a filesystem browsing surface. Realpath containment checks prevent workspace escape, symlinks are excluded, remote-managed workspaces are rejected, and directory listings are capped. - The browser intentionally hides `.git` and `node_modules`; skills inside those directories cannot be selected through this flow. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.5`, reasoning-enabled with terminal/tool use and code execution; runtime context-window size is not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — the execution harness requires preserving the assigned branch name. - [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 — no user-facing docs changes are needed beyond this PR description because the flow is self-explanatory UI behavior. - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-02 10:55:36 -05:00
Dotta Claude Opus 4.8 Paperclip	0a09e4d975	feat(decisions): add desk workflow and retention (#10672 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Decisions desk shows work that needs a human decision > - The queue foundation can group and rank decision work > - Operators also need a focused daily view and a safe way to handle old work > - This pull request adds the desk controls, the aging shelf, and reversible retention > - It also binds bulk archive decisions to the exact reviewed item set > - The benefit is a smaller daily queue without lost or orphaned work ## Linked Issues or Issue Description Subsystem affected Cross-cutting: server, UI, database, and shared contracts. Problem or motivation Decision work can grow into one large company list. Operators need quick queue and date controls. Old items also need a safe retention path that does not delete work. Proposed solution Add queue and date controls to the Decisions desk. Compute the aging shelf on the server. Archive idle items after 90 days unless an operator keeps them. Keep archived items searchable and revivable. Notify origin agents in one batch per sweep. Bind bulk archive proposals to a signed, exact item manifest. Alternatives considered Client-only aging can drift across browsers and source kinds. Deleting old rows removes audit and recovery paths. An unsigned dynamic bulk query can archive items that the reviewer did not inspect. Roadmap alignment This work supports the Work Queues and decision-memory directions in `ROADMAP.md`. It extends the Decisions and attention-feed foundation from #10651. Related earlier work includes #9380, #10010, and #10474. ## What Changed - Added the queue rail, date chips, decide split, triage strip, queue page, and aging shelf UI. - Added server-owned shelf state with per-queue retention overrides. - Added reversible retention state, archive history, and an idempotent notification outbox. - Added the 90-day archive sweeper, Keep exemption, archived feed query, and revive actions. - Added one origin-agent notification per agent and sweep. - Added signed bulk archive proposals with exact-set and version checks. - Persisted queue-exclusion reasons atomically and kept cross-domain source resolution per-item until it has an exact-set transaction contract. - Added API contracts, OpenAPI entries, migration coverage, focused tests, and Storybook screens. ## Verification - `pnpm -r typecheck` - `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408 files and 3,362 tests passed) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` - `pnpm build` - `pnpm check:token-gates` - Focused retention, attention, decisions, migration replay, startup, and UI API tests. - Complete queue snapshot regression with 51 items across the normal 50-item page boundary. The unmodified CLI test reports one warning assertion in this runtime because the harness injects static AWS credential variables. The isolated test passes when those two variables are removed. ## Risks - The migration adds retention and notification outbox tables. It uses idempotent table, index, and foreign-key creation. - Retention runs on the heartbeat scheduler interval. Compare-and-set version checks prevent stale archive writes. - Bulk archive acceptance fails closed when authority, activity, version, or the reviewed set changes. - Archive is reversible and does not delete source records. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with `gpt-5.6-sol`. The model used tool calls, code execution, database migration generation, and test execution. The context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-02 10:47:03 -05:00
DottaandPaperclip	95d33e1788	fix(inbox): archive tasks completed by human users (#10668 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Mine inbox gives each human user a personal work queue. > - A human user can complete a task from the board. > - The status update did not update the user's inbox archive state. > - The completed task therefore stayed in the user's Mine inbox. > - This pull request archives the task for the human user who completes it. > - Agent completion does not change another user's inbox archive state. > - The benefit is that manual completion removes the task from Mine without an extra action or comment. ## Linked Issues or Issue Description What happened? When a human user changed a task status to `done`, the task stayed in that user's Mine inbox. Expected behavior The status change should archive the task from that user's Mine inbox. The operation should not add a task comment. Steps to reproduce 1. Open a task that appears in Mine. 2. Change the task status to `done`. 3. Return to Mine. 4. Observe that the completed task is still present. Paperclip version or commit `master` before this change. Deployment mode All deployment modes with a board user and the Mine inbox. Access context Board (human operator). ## What Changed - Archive the completed task for the board user who changes its status to `done`. - Persist the status update, inbox archive, and archive audit atomically. - Publish live and plugin activity only after the owning transaction commits, including recovery, decision, and approval completion paths. - Keep agent-driven completion from changing a human user's inbox archive state. - Add database-backed regression tests for the archive, audit, Mine filter, rollback, event publication, recovery, and agent paths. ## Verification - `pnpm exec vitest run server/src/__tests__/inbox-archive-routes.test.ts` passed all 7 tests. - `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts` passed all 44 tests. - Five directly affected server test files passed all 74 tests; decision and comment-route suites passed all 105 tests. - `pnpm --filter @paperclipai/server typecheck` passed after the final fix. - `pnpm -r typecheck` and `pnpm build` passed. - The initial repo-wide `pnpm test:run` passed 3,223 tests; one unrelated plugin orchestration wake-reason test failed and reproduced in isolation. - All latest-head GitHub Actions gates are green, including all server and E2E shards. - Greptile reviewed the latest commit at 5/5 with no unresolved review threads. - Public GitHub search found no duplicate issue or pull request. ## Risks - Low risk. The behavior only runs on a board user's transition into `done`. - Reopening and completing the task again updates the existing per-user archive row. - Agent status updates do not archive a human user's inbox. - Transactional callers must supply a post-commit activity queue; covered completion paths do so and tests exercise rollback and publication order. - This bug fix does not duplicate planned core work in `ROADMAP.md`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex from the GPT-5 model family assisted with this change. The runtime does not expose the exact serving model ID or context window. Reasoning, repository tools, code execution, GitHub CLI, and Paperclip API access were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-02 10:43:36 -05:00
Dotta Paperclip Claude Opus 4.8	dcac49a4fd	feat(workspaces): defer isolated setup until runtime start (#10653 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Isolated workspaces give each task a safe and reproducible checkout. > - The existing setup cloned the development database before an agent needed to run the app. > - This made worktree creation slower and heavier for tasks that never start a service. > - Runtime services already use one server start path for heartbeat, operator, and startup recovery flows. > - This pull request moves heavy setup to that start path and keeps worktree creation lean. > - The benefit is faster isolated workspace creation with the same reliable runtime setup when a service starts. ## Linked Issues or Issue Description Related pull request: #10652 covers the initial deferred database-seeding slice. This pull request supersedes it with end-to-end runtime provisioning and safe cleanup. What existing behavior does this improve? This improves isolated worktree creation, runtime service startup, and isolated instance cleanup. Subsystem affected Cross-cutting: CLI worktree setup, server runtime orchestration, shared workspace contracts, and development scripts. Current behavior Paperclip seeds an isolated development database during worktree creation. It can also leave an isolated instance directory after workspace teardown. This work happens even when no runtime service starts. Proposed behavior Paperclip creates the worktree with a lean eager setup. It runs an idempotent runtime provision command before the first managed service spawn. Concurrent starts share one provision attempt. Teardown removes the isolated instance safely. Reason and benefit Many agent tasks only edit and test code. They do not need a running Paperclip instance. Deferring the database seed reduces workspace startup cost while preserving automatic setup for tasks that start the app. Breaking changes None. The new runtime provision command is optional. Existing workspace behavior is unchanged when it is absent. ## What Changed - Split Paperclip worktree setup into a lean eager script and an idempotent runtime provision script. - Added `runtimeProvisionCommand` to project, issue, realized workspace, and persisted workspace contracts. - Added a per-workspace provision mutex before local service spawn for heartbeat, operator, and startup recovery flows. - Added a persisted `provisioning` service state and the `workspace_runtime_provision` operation phase. - Kept provision time outside the service readiness timeout and made failed attempts visible and retryable. - Reclaimed isolated instance data during safe workspace teardown. - Serialized deferred database seeding across processes and bound teardown to the instance root captured in persisted workspace metadata. - Added tests for config flow, concurrency, retry, no-op behavior, readiness timing, scripts, CLI commands, and cleanup. - Documented the eager and runtime provisioning contracts. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase exposed one environment-sensitive AWS doctor assertion because the agent runtime injects static AWS credentials) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when non-secret provider config is present'` - Focused runtime tests cover serialized provisioning, retry after stderr failure, absent-command no-op behavior, operation logging, persisted state order, and readiness timeout exclusion. - Focused CLI and cleanup tests cover concurrent seed serialization, stale-lock fail-closed behavior, persisted instance ownership, and rewritten sibling pointers. ## Risks - A faulty runtime provision script blocks service startup. Paperclip records stderr, marks the service failed, and retries on the next start. - Concurrent service requests share an in-process provision attempt, while the seed command uses an atomic filesystem lock across processes. A stale lock fails closed and requires an operator to verify no seed is running before removing it. - Isolated instance cleanup is destructive. The cleanup service validates ownership and path containment before removal. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and code execution. The service does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-02 10:37:10 -05:00
DottaandPaperclip	ec84eb7342	fix(ui): defer Inbox re-sort to attention boundaries (#10623 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Inbox lists work items by recent activity. > - An archive changes activity data and can change the computed order. > - The list can then move rows under the pointer during a fast archive sequence. > - The Inbox must keep its shown order while the operator is engaged. > - This pull request adopts fresh order only at an idle, visibility, or view-change boundary. > - The benefit is a stable Inbox that still receives fresh data and new items. ## Linked Issues or Issue Description What happened The Inbox re-sorts while an operator archives items quickly. An archive can lower a parent group's activity time. Unrelated rows then move, and the row under the pointer can change. Expected behavior Keep the shown order stable while the operator works in the Inbox. Insert new items at their computed positions. Adopt a fresh order after an idle period, after a long hidden-tab interval, or when the view changes. Steps to reproduce 1. Open the Inbox on the Mine tab with several items, including nested items. 2. Archive several items quickly with the pointer or keyboard. 3. Observe rows move before the archive sequence is complete. Deployment mode Any deployment. This change affects only the web UI. Additional context This PR supersedes the closed subset PR #10621. It keeps the full change in one review. ## What Changed - Added an order-pin utility for sections, root rows, non-issue items, and nested children. - Kept archived rows in place for the existing five-second undo interval. - Added an attention-boundary hook for idle, visibility, and view-change commits. - Connected pointer, wheel, hover, keyboard, and archive interactions to the idle boundary. - Made idle commits repeat while the Inbox stays idle. - Made view changes adopt the fresh order in the same render. - Added unit and integration coverage for order pins and attention boundaries. ## Verification - `pnpm exec vitest run ui/src/hooks/useInboxSortAttention.test.tsx ui/src/lib/inboxOrderPin.test.ts ui/src/pages/Inbox.test.tsx` — 33 tests passed. - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — 3,429 tests passed, 2 skipped, and 1 unrelated server test failed. The isolated failure expects `issue_commented` but current master records `heartbeat.scheduling_suppressed` in `plugin-orchestration-apis.test.ts`. ## Risks - Low risk. The change is client-only and does not change the sort algorithm. - A bad pin can show an old order until the next boundary. The tests cover repeated idle commits and immediate view changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Anthropic Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use, and code execution for the implementation. - OpenAI Codex (`gpt-5`), reasoning, tool use, and code execution for PR preparation and verification. The serving snapshot, context-window size, and hidden reasoning configuration were not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-01 20:46:55 -05:00
Dotta Paperclip Paperclip	173d6d2a71	Reclaim isolated worktree instances during teardown (#10649 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip creates isolated instances for server-managed git worktrees. > - The worktree teardown path removes the git worktree but leaves its isolated instance directory behind. > - The leaked directory can retain an embedded PostgreSQL process and database files. > - Teardown must remove only the collision-resistant instance assigned to that exact worktree path. > - This pull request stops the verified embedded PostgreSQL process and removes the guarded instance directory. > - The benefit is complete worktree cleanup without risk to another, default, or live Paperclip instance. ## Linked Issues or Issue Description What happened? Closing a server-managed git worktree removed the git worktree and branch, but it left the isolated Paperclip instance directory behind. A live embedded PostgreSQL process could also keep running against that directory. Expected behavior Worktree teardown must stop the isolated embedded PostgreSQL process and remove only the instance assigned to that exact worktree. It must refuse mismatched instance IDs and all paths outside `PAPERCLIP_WORKTREES_DIR/instances/`. Steps to reproduce 1. Create a server-managed git worktree with a repo-local `.paperclip/.env` file. 2. Start its isolated embedded PostgreSQL instance. 3. Close the execution workspace. 4. Observe that the git worktree is removed but the isolated instance directory remains. Paperclip version or commit The bug reproduces on `master` before this change. Deployment mode Local development with a server-managed git worktree and embedded PostgreSQL. ## What Changed - Give server-managed worktrees collision-resistant instance IDs derived from their resolved absolute paths. - Capture the repo-local instance pointer before custom teardown commands can remove it. - Require the pointer's instance ID to match the exact worktree-derived ID. - Resolve and validate the instance path against the canonical managed worktree instance root. - Verify and stop the matching embedded PostgreSQL process before directory removal, including process-exit races. - Record successful and refused cleanup operations in the workspace operation log. - Add focused ownership, process-race, path-safety, and runtime integration tests. - Document automatic isolated-instance cleanup for server-managed worktrees. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/workspace-instance-cleanup.test.ts` — 9 tests passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/workspace-runtime.test.ts -t "records teardown and cleanup operations when a recorder is provided"` — 1 test passed and 99 tests skipped. - `node scripts/__tests__/provision-worktree-self-heal.test.mjs` — 4 tests passed. - `bash -n scripts/provision-worktree.sh` — passed. - `pnpm --filter @paperclipai/server build` — passed. - `git diff --check` — passed. ## Risks The main risk is removal of the wrong instance directory. Provisioning assigns a path-derived ID with a SHA-256 suffix, and cleanup requires that exact ID in addition to a safe instance identifier, an absolute configured home, a strict child path, canonical path checks, and a second canonical path check immediately before removal. It refuses legacy or mismatched IDs, symlink escapes, and all paths outside the managed worktree instance root. Cleanup failures become visible warnings and do not delete an unverified path. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5. The runtime does not expose the exact model snapshot or context-window size. The agent used reasoning, repository tools, GitHub tools, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Paperclip <paperclip@paperclip.ing>	2026-08-01 20:41:11 -05:00
DottaandPaperclip	30c49c8327	feat(decisions): add queues and prioritized attention feed (#10651 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source control plane for companies of AI agents. > - Operators use the attention feed to find decisions that need action. > - The feed has eleven source kinds, but it has no durable queue or triage state. > - The feed also returns every item and lacks decision deadlines, snooze state, and decision-focused ordering. > - This pull request adds secure queue sidecars and enriches the attention feed with triage data, filters, cursor pagination, and decide-now ranking. > - The benefit is a bounded feed that can show the most urgent decisions first without weakening source visibility rules. ## Linked Issues or Issue Description This pull request replaces the closed [#10634](https://github.com/paperclipai/paperclip/pull/10634). It combines that queue foundation with the dependent attention-feed change as one review unit. Subsystem affected Database schema, shared contracts, server authorization and REST APIs, and the UI attention client library. Problem or motivation The attention feed can contain hundreds of mixed decision items. Operators cannot group them into durable queues, set a decision deadline, snooze an item, or request a bounded page ordered by urgency. The current client must download the full feed on each refresh. Proposed solution Store queue membership and triage state by stable attention identity. Re-authorize each source during queue reads and writes. Enrich attention items with queue, deadline, snooze, expiry, rule, and origin data. Add activity and queue filters, opaque cursor pagination, decide-focused ordering, and a decide-now count. Alternatives considered Adding queue fields to every source would duplicate schema and authorization logic across eleven source kinds. Client-only filtering and sorting would still transfer the full feed and would make pagination unstable. Roadmap alignment This change improves the core decision-attention surface and operator oversight. It does not implement the separate general-purpose work queue milestone in `ROADMAP.md`. ## What Changed - Added company-scoped queue, membership, triage, and append-only event tables with actor and run provenance. - Added queue CRUD, item membership, starter-rule discovery, and decide-by and snooze endpoints. - Kept source authorization on each queue mutation, read, and count. - Added attention fields for expiry, rule, origin agent, queues, decide-by attribution, and snooze state. - Added activity date filters, queue filters, opaque cursor pagination, and configurable page limits. - Added decide-now ordering by deadline, expiry, severity, and activity. - Added `decideNowCount` and excluded actively snoozed items from the default feed. - Updated the shared and UI client contracts. - Added focused server, route, OpenAPI, and UI client tests. ## Verification - `pnpm exec vitest run server/src/__tests__/attention-service.test.ts server/src/__tests__/decision-queues-routes.test.ts server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts ui/src/lib/attention.test.ts` (72 tests passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` - `git diff --check origin/master...HEAD` ## Risks - The migration adds four company-scoped tables and provenance foreign keys. Migration numbering and safety checks pass. - Attention reads can lazily create starter queues and memberships. Inserts are idempotent, audited, and transactional. - Cursor validity depends on the filtered feed. The API returns a clear validation error when the cursor item no longer exists in that feed. - Queue reads re-check source visibility. This favors correct authorization over fewer queries. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, model `gpt-5`. The runtime used agentic reasoning, repository tools, code execution, and test execution. The runtime did not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-01 20:37:39 -05:00
DottaandPaperclip	14d4db6330	fix(inbox): keep passive issue views out of Mine (#10581 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The inbox shows work that a board user owns or has joined > - Issue detail views update a per-user read receipt > - The Mine query treated that read receipt as user participation > - A passive view therefore added the issue to Mine > - This pull request separates passive reads from audited user mutations > - The benefit is a Mine inbox that reflects ownership and real participation ## Linked Issues or Issue Description What happened? Opening an issue detail marks the issue as read. The Mine query treated the read receipt as participation. The viewed issue then appeared in Mine even when the user did not change it. Expected behavior Viewing an issue can update unread state. A view alone must not add the issue to Mine. Issue creation, assignment, comments, and audited user mutations must add it. Steps to reproduce 1. Open an issue that you did not create and that is not assigned to you. 2. Do not comment or change the issue. 3. Open the Mine inbox. 4. Observe that the issue appears in Mine on the previous implementation. Paperclip version or commit `90ead239a8` Deployment mode Local dev from source. Additional context Related approach: #3421 changes Mine to an assignee-only filter. This change keeps participation-based Mine behavior and corrects the participation signal. ## What Changed - Use an explicit audited user-mutation allowlist for Mine participation, including comment cancellation. - Keep passive reads, previews, denied resource requests, and archive bookkeeping out of Mine participation. - Record manual routine reuse as an explicit audited inbox touch instead of a read receipt. - Keep that inbox bookkeeping from satisfying routine activity gates. - Add focused regression coverage for passive views, real mutations, comment cancellation, and manual routine runs. - Document the Mine participation contract. ## Verification - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "does not treat passive issue activity"` - `pnpm exec vitest run server/src/__tests__/routines-service.test.ts -t "touches a (coalesced\|skipped active) routine issue\|ignores inbox bookkeeping activity"` - `pnpm --filter @paperclipai/server typecheck` - GitHub latest-head CI: all required checks passed, including build, typecheck, server suites, and e2e shards. ## Risks - Low risk. The change affects only the server query that defines user participation in Mine and the manual routine touch signal. - Historical audited user mutations can now qualify an issue for Mine. Passive read and archive actions remain excluded. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 family. The runtime did not expose the exact deployment ID or context window. Agentic reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-01 20:20:34 -05:00
DottaandPaperclip	a388ea1cac	Render workspace-ready comments as compact system notices (#10636 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server posts a workspace-ready comment after it prepares an execution workspace or runtime service. > - The full Markdown card uses too much space in the task thread. > - The existing system-notice presentation can show the same comment as a compact row. > - The server must keep the original body for API clients and expanded details. > - This pull request adds structured presentation data at both workspace-ready call sites. > - The benefit is a quieter thread with no data loss and no migration. ## Linked Issues or Issue Description What existing behavior does this improve? The server posts the workspace-ready task comment after workspace provisioning and adapter-managed runtime startup. Current behavior The task thread shows a full Markdown comment with strategy, branch, working directory, services, and warnings. Long branch names can make this card dominate the thread. Proposed behavior Show the comment as a compact system-notice row. Expand the row in place to show the original Markdown body and structured workspace, service, and warning details. Use a warning tone and open the details by default when warnings exist. Reason and benefit The same workspace data is available in the task properties. The compact row keeps the thread easy to scan while it preserves the full comment for API consumers and expanded inspection. Breaking changes None. The comment body stays unchanged. Existing comments without presentation data keep their current rendering. ## What Changed - Added workspace-ready presentation and metadata builders. - Added structured workspace, service, reuse, and warning details. - Wired both workspace-ready comment paths to send presentation and metadata options. - Added focused unit and heartbeat-level tests. Collapsed notice: ![Collapsed Workspace Ready compact notice](https://pages.paperclip.ing/pap-16051-workspace-ready-notice-20260801/collapsed.png) Expanded notice: ![Expanded Workspace Ready compact notice](https://pages.paperclip.ing/pap-16051-workspace-ready-notice-20260801/expanded.png) ## Verification - `pnpm exec vitest run server/src/services/workspace-runtime-ready-comment.test.ts server/src/__tests__/heartbeat-workspace-ready-comment.test.ts` — 8 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm -r typecheck` — passed. - `pnpm check:token-gates` — passed. - `pnpm build` — passed. - `pnpm test:run` — 300 server files and 405 UI files passed. One unrelated CLI AWS doctor test detected static credentials from the runner environment. The same test passed with `AWS_ACCESS_KEY_ID` and `AWS_SECRET_ACCESS_KEY` removed. - Built the existing system-notice Storybook story and captured both compact and expanded states. - GitHub CI — all latest-head gates passed. One signoff-policy e2e shard hit a transient checkout-state race and passed on its single rerun. ## Risks Low risk. This change only adds optional comment presentation data in two server paths. The body, database schema, API contract, and old comments remain unchanged. Incorrect metadata would affect only expanded structured details; focused tests cover the shape and both warning states. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5 (`gpt-5`, the exact snapshot and context-window size are not exposed by this runtime). The agent used reasoning, repository tools, code execution, and visual 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>	2026-08-01 16:04:43 -05:00
DottaandPaperclip	ee851fc364	feat(heartbeat): expose cache-adjusted run cost (#10349 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The heartbeat service is the control plane that runs agents through adapters and records each run's usage and cost in the finance/cost ledger > - Adapters report a provider cost (`costUsd`), but there is no way to represent the provider-billed cost after prompt-cache discounts, so cache-heavy runs are priced wrong and some paid runs end up exported with a zero/null cost > - A benchmark comparing Paperclip-orchestrated runs against direct harness invocation of the same tasks measured 1.5–3.1× higher apparent USD per pair, largely because cache-discounted billing was not represented in the exported cost data > - This pull request adds an optional `cacheAdjustedCostUsd` field to `AdapterExecutionResult` and a `resolveCacheAdjustedCostUsd` helper in the heartbeat service that prefers the explicit cache-adjusted figure and falls back to the reported `costUsd`, persisting it into the run's usage/ledger JSON > - The benefit is that paid runs are no longer exported as zero/null cost and cache-heavy runs can be priced correctly, so operators comparing orchestrated vs. direct costs see real numbers ## Linked Issues or Issue Description No single existing public issue covers this exactly; closely related cost-reporting issues: - Refs #8947 — hermes adapter never reports usage/cost to Paperclip, so budget limits never trigger - Refs #6716 — hermes_local cost/usage capture returns zero - Refs #3320 — expose per-run token counts in activity log and dashboard Problem (feature-request form): Adapters can only report a single `costUsd`. Providers with prompt caching bill less than the nominal token cost, and the heartbeat cost accounting has no field for the cache-adjusted billed amount. As a result, cache-heavy paid runs are either priced at the undiscounted figure or, when the adapter withholds the ambiguous number, exported as zero/null. Proposed solution: an explicit optional `cacheAdjustedCostUsd` on the adapter execution result, resolved server-side with a safe fallback to `costUsd`. Alternatives considered: recomputing cache discounts server-side from token counts (rejected: provider pricing tables drift and cache billing rules are provider-specific; the adapter is the source of truth). ## What Changed - `packages/adapter-utils/src/types.ts`: added optional `cacheAdjustedCostUsd?: number \| null` to `AdapterExecutionResult`, with a doc comment on adapter expectations - `server/src/services/heartbeat.ts`: added exported `resolveCacheAdjustedCostUsd()` (explicit cache-adjusted value wins when a finite non-negative number; otherwise falls back to a finite non-negative `costUsd`; otherwise `null`), and consistently uses the resolved billed value for ledger cents, cost status, and run usage JSON - `server/src/__tests__/heartbeat-cost-accounting.test.ts`: added unit coverage for explicit precedence, fallback, invalid values, adjusted-only pricing, and discounted ledger billing ## Verification - `pnpm exec vitest run server/src/__tests__/heartbeat-cost-accounting.test.ts` — 1 file, 7 tests passed - `pnpm --filter @paperclipai/adapter-utils typecheck` — passed - `pnpm --filter @paperclipai/server typecheck` — passed - GitHub Actions on head `dc9c3830bf694b9afb3b27c5c8c36bff38e7fdcb` — all 26 checks clean/skipped; one unrelated E2E checkout-contention flake passed on its single failed-job rerun - Greptile review on the same head — 5/5 with zero unresolved threads ## Risks - Low risk: the field is optional and additive; when absent, behavior falls back to the existing `costUsd` path - Ledger/usage JSON gains a new optional `cacheAdjustedCostUsd` key — consumers that strictly validate keys would need to tolerate it (usage JSON is already open-shaped) - No migrations, no API-breaking changes > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Implementation: Anthropic Claude Fable 5, model ID `claude-fable-5`, standard context window, agentic coding mode with shell/file tool use - PR preparation and verification: OpenAI Codex on GPT-5 (the runtime did not expose a more specific serving snapshot or context-window value), reasoning mode with shell and GitHub tool use ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] 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 (doc comment on the new field; no user-facing docs affected) - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-01 07:15:52 -07:00
DottaandPaperclip	92c3d9f0d9	fix(server): stop requiring PAPERCLIP_DECISION_SIGNING_SECRET at startup (#10594 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The server signs decision specifications with an HMAC > - PR #10010 made `PAPERCLIP_DECISION_SIGNING_SECRET` a hard startup requirement > - Existing installs do not have this new environment variable > - Those installs now stop during startup > - This pull request uses a secure persisted instance key when the override is absent > - The benefit is that existing installs start without new configuration and decision signing remains fail-closed ## Linked Issues or Issue Description What happened? After #10010, `startServer()` throws when `PAPERCLIP_DECISION_SIGNING_SECRET` is unset or shorter than 32 characters. Existing installs without the new environment variable stop at startup. Expected behavior The server starts without manual configuration. A new optional feature must not add a required environment variable for existing installs. Steps to reproduce 1. Check out `master` at `9c1f8e7887`. 2. Unset `PAPERCLIP_DECISION_SIGNING_SECRET`. 3. Start the server. 4. Observe that startup stops with a missing-secret error. Paperclip version or commit `master` at `9c1f8e7887`. Deployment mode All deployment modes are affected when the environment variable is absent. ## What Changed - Treat `PAPERCLIP_DECISION_SIGNING_SECRET` as an optional override. - Generate a random per-instance key at `<instance>/secrets/decision-signing.key` when the override is absent. - Publish a complete first-time key with an atomic no-overwrite link so concurrent server starts use one key. - Repair permissive modes on process-owned secrets directories and regular key files, reject planted symlinks or foreign-owned paths, and fail startup if `0700`/`0600` cannot be enforced. - Keep an explicitly configured secret shorter than 32 characters as a startup error. - Add startup, permission, planted-symlink, fail-closed verification, and generated-key round-trip tests. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/decisions-service.test.ts src/__tests__/server-startup-feedback-export.test.ts` — 45 tests passed. - `pnpm --filter @paperclipai/server exec tsc --noEmit` — passed. - Eight simultaneous resolver processes returned the same persisted key. The secrets directory/key modes were `0700`/`0600`. - `git diff --check` — passed. ## Risks - Existing configured secrets remain unchanged. - Removing a configured secret after a proposal makes the prior signature fail verification. Restoring the secret restores verification. - A restored secrets directory or key with unsafe permissions now fails startup when the server cannot repair it to `0700`/`0600`; symlinks and paths owned by another local user are rejected rather than trusted. - The generated key uses an atomic hard link in the instance secrets directory. An unsupported file system fails startup instead of replacing an existing key. - Existing installs that failed at startup did not sign decisions with a missing key. > 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 Fable 5, model ID `claude-fable-5`, produced the initial implementation with extended reasoning and tool use. - OpenAI Codex, model ID `gpt-5`, addressed review findings and prepared the PR with reasoning, repository editing, code execution, and GitHub tooling. The runtime did not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 22:48:32 -07:00
DottaandPaperclip	b163c6c473	fix(server): preserve hot restart intent across path upgrade (#10593 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server can preserve eligible agent runs during a controlled hot restart. > - A path change moved restart state from the Paperclip home root to the instance root. > - A staged update can therefore make the old server and the new server read different intent files. > - The old server then drains live runs, while the new server can start without a shutdown snapshot. > - This pull request adds a correlated compatibility handoff and records the live preflight set. > - It also verifies the target process instance on Linux, macOS, and Windows. > - The benefit is complete and safe run classification across the path upgrade. ## Linked Issues or Issue Description No public GitHub issue covers this defect. What happened? A staged hot restart can run an older server that reads `hot-restart-intent.json` from the Paperclip home root and a new server that writes the file under the instance root. The old server misses the request and uses graceful drain. The new server later finds its marker without a shutdown snapshot. Before this change, that state could produce an empty loss list even when live runs existed before restart. Expected behavior The old server must receive the PID-targeted restart request at its legacy path. The new server must correlate the legacy shutdown snapshot with its instance-scoped request. Every run that was live during preflight must appear as adopted, finalized while down, or lost. A reused PID must not let a stale marker claim a different process instance. Steps to reproduce 1. Start a server version from before the instance-root marker change. 2. Keep one or more local-agent heartbeat runs active. 3. Stage a current build and request a hot restart from that build. 4. Observe that the old server reads only the home-root path while the staged build writes only the instance-root path. 5. Observe graceful drain and a new-server intent that has no shutdown snapshot. Paperclip version or commit The path transition entered `master` in #10045. The hot-restart adoption flow came from #9647. This fix targets current `master` and compatibility with the immediately preceding home-root behavior. Deployment mode Self-hosted server built from source with controlled service hot restarts. Related work: #9628 is the original broader hot-restart feature PR. #10556 addresses embedded PostgreSQL lifecycle behavior and does not address marker-path compatibility. ## What Changed - Write an authoritative instance-scoped intent and a correlated legacy home-root handoff marker. - Merge a legacy shutdown snapshot only when immutable request identity fields match. - Prevent a non-default instance from consuming an uncorrelated legacy-only marker. - Record preflight running heartbeat IDs and reconcile snapshot omissions from current database state. - Serialize marker claims, snapshot writes, stale recovery, and matching cleanup with recoverable per-path filesystem leases. - Read process start identity on Linux, macOS, and Windows to distinguish a reused PID from the original server. - Require identity for new restart requests and fail closed when a supported platform cannot provide it. - Classify older markers by comparing the replacement server boot time or operating-system process start time with the request time. - Close the preflight database client explicitly and use a root-safe SQL query. - Add focused unit, platform-branch, database-backed, and CI regression coverage. - Document the compatibility handoff, process identity probes, and instance-scoped report path. ## Verification - `pnpm exec vitest run server/src/services/hot-restart.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts -t "hot-restart\|old-server legacy\|preflight live\|preflight run\|spawn identity before hot restart"` — 24 tests passed and 90 tests were skipped across 2 files. - `pnpm exec vitest run server/src/services/hot-restart.test.ts` — 17 tests passed. - `pnpm exec vitest run server/src/__tests__/issue-watchdogs-routes.test.ts -t "restarts a stalled claimed run"` — 1 test passed and 10 tests were skipped. - `pnpm exec vitest run server/src/__tests__/agent-action-audit-routes.test.ts -t "allows an agent with issue:delegate"` — 1 test passed and 7 tests were skipped. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check` — passed. - GitHub Actions — 26 of 26 checks passed at `55a79cb029be8b1dc89926d9d89ccd2181266d5c`. - Greptile — 5/5 at the same head with no unresolved current-head review threads. ## Risks - The legacy handoff path is shared across instances. Exclusive claims and per-path leases prevent overwrite and match-before-delete races. - Process identity uses platform commands as a fallback when the health endpoint has no identity. Linux reads `/proc`, macOS and BSD use `ps`, and Windows uses PowerShell. - A supported-platform identity probe failure aborts the restart. This fails closed instead of replacing an unknown live process. - Older intent files do not contain process identity. The server compares the replacement boot or process start time with the request time when those values are available. - A preflight database read can fail before the marker is written. The command fails closed instead of claiming a restart whose live-run set is unknown. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The exact deployment model ID and context-window size were not exposed by this runtime. Reasoning, repository editing, shell execution, test execution, GitHub CLI, and Paperclip API capabilities were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 21:55:59 -07:00
Dotta Paperclip Claude Opus 4.8	9c1f8e7887	feat(decisions): add first-class propose mode (#10010 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can currently perform many mutations directly, while humans often need a durable review point before cross-issue or destructive actions occur > - Existing approvals and issue-thread interactions do not provide a standalone, reusable object for presenting options, collecting typed inputs, detecting stale targets, and auditing effect execution > - The control plane therefore needs a first-class propose mode that separates an agent's recommendation from the governed mutation it may cause > - This pull request adds Decisions v1 across the database, shared contracts, server execution and telemetry, agent skill guidance, and operator UI > - The benefit is that agents can propose multi-option actions safely while operators get explicit provenance, fail-closed execution, per-effect results, and a focused attention workflow ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`. ### Problem or motivation Agents need a governed way to propose consequential work without immediately mutating issues, especially when one choice can affect several issue trees. Existing approvals and issue-thread interactions do not provide a standalone object with typed options, target snapshots, effect-level authorization, expiration, execution outcomes, and reusable attention-feed presentation. ### Proposed solution Add first-class Decisions that store options and typed inputs, surface open proposals in the operator attention feed, validate target freshness and the origin-agent/operator authorization intersection at decision time, execute a bounded set of auditable effects, and retain terminal outcomes. Decisions v1 supports comments, status and assignee changes, follow-up issue creation, blocker resolution, and issue-tree cancellation, plus bundle grouping, expiration/dismissal, rule-key telemetry, and agent-facing API guidance. ### Alternatives considered - Extend approvals with arbitrary effects: rejected because approvals represent governed yes/no actions and would become an unsafe generic mutation envelope. - Model every proposal as an issue-thread interaction: rejected because decisions can span several targets and need independent lifecycle, telemetry, idempotency, and effect results. - Let agents perform the mutation and ask for retrospective review: rejected because it removes the pre-execution governance boundary this feature is meant to provide. ### Roadmap alignment Aligns with `ROADMAP.md` sections Agent Reviews and Approvals, Enforced Outcomes, MCP Tool Gateway & Apps (governed tool access), and Activity History by making explicit decisions, authorization gates, auditable execution, and terminal outcomes first-class control-plane objects. ### Additional context This does not replace existing approvals or issue-thread interactions, and it does not add an unrestricted generic mutation effect. ## What Changed - Added company-scoped decision, option, target, and effect-execution schema plus migration and shared TypeScript/Zod contracts. - Added decision routes and services for propose, list/get, decide, dismiss, cancel, target freshness checks, authorization intersection, idempotency, activity logging, and execution auditing. - Added rule-key decision telemetry and attention-feed metadata so open decisions are visible and measurable. - Added agent skill documentation for proposing and resolving decisions through the Paperclip API. - Added the Decisions UI: API client, query keys, inline attention resolver, bundle grouping, target-issue strip, terminal history, destructive confirmation, and per-effect result rendering. - Added server service coverage, DecisionCard state tests, and Storybook stories for the supported visual states. ## Verification - `pnpm -r typecheck` — passed. - `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated cross-suite cleanup-order failure in `heartbeat-responsible-user-invariant.test.ts`; the failing file passes in isolation (`6/6`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed. - `pnpm --filter @paperclipai/ui exec vitest run src/components/DecisionCard.test.tsx` — passed (`9/9`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/authz-existence-oracle-guard.test.ts src/__tests__/openapi-routes.test.ts` — passed (`5/5`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/decisions-service.test.ts` — passed (`16/16`). - `pnpm --filter paperclipai exec vitest run src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`). - `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter paperclipai typecheck` — passed. - `pnpm build` — passed. - Rebased-head focused suite — passed (`6` files, `88` tests): shared decision contracts, Decisions service, OpenAPI routes, startup feedback export, DecisionCard states, and attention helpers. The follow-up stale-secondary-target regression passes in the DecisionCard suite (`10/10`). - Rebased-head scoped typechecks — passed for `@paperclipai/shared`, `@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`. - Rebased-head migration numbering and safety checks — passed after renumbering the additive migration to `0193` and making it replay-safe for environments that applied the earlier feature-branch number. - `pnpm check:token-gates` — passed with all gates clean. - GitHub PR workflow and Greptile review for `1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the stale-secondary-target fix and PR metadata refresh on July 27, 2026. - `pnpm --filter @paperclipai/ui build-storybook` exposes an existing Storybook version mismatch (`storybook` 10.4.6 vs `@storybook/addon-docs` 10.5.0); Decisions stories were validated with the docs addon temporarily disabled and the tracked config remains unchanged. ## Risks - Migration: Adds replay-safe migration `0193`; migration numbering and safety checks pass. The new tables and indexes are additive. - Authorization: Effect execution intersects the proposing agent's permissions with the responsible user context and fails closed; mistakes could reject a valid proposal rather than silently over-authorize it. - Concurrency: Target snapshots and idempotency keys protect against stale or duplicate execution, but reviewers should focus on mixed-effect partial outcomes and retry behavior. - UI: Decisions are integrated into the existing attention feed rather than a separate navigation surface, reducing routing risk but increasing the importance of attention-item metadata compatibility. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review fixes, and verification; repository tools and code execution were enabled, and context-window size is not exposed in this runtime. - Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions UI implementation, as recorded in the relevant commits. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-31 19:17:02 -07:00
Dotta Paperclip Claude Opus 4.8	71231dfa38	feat(audit): agent audit UI — company page + per-agent tab (#9744 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need an audit record of agent actions across tasks, comments, documents, approvals, and runs > - The permission-gated audit read API provides that record, but operators cannot inspect it in the product > - A readable UI must preserve company boundaries, server-side permission decisions, and redaction > - Audit exports must also be safe to open in spreadsheet software and must record the export itself > - This pull request adds company and per-agent audit views plus a guarded CSV export > - The benefit is a searchable, filterable, and reviewable agent action history with direct links back to work ## Linked Issues or Issue Description Feature. This change adds the frontend and CSV export for the agent action audit log. Refs #9731 and #9735. - Problem: agent actions are recorded, but operators have no readable product surface to inspect or export them. - Solution: add a company audit page and a per-agent Audit tab that use the permission-gated audit API. - Alternative: build a separate plugin-only surface. This was rejected because the existing permission model already supports a unified, server-authoritative view. This pull request targets the audit epic branch, which contains the merged #9735 audit API. ## What Changed - Added a company Audit page and sidebar entry. - Added a per-agent Audit tab with a fixed agent filter. - Added filters for agent, responsible user, action domain, entity type, and date range. - Added task and run links, responsible-user context, cursor pagination, and readable action text. - Added a permission-denied Enterprise card for callers without `audit:view_agent_actions`. - Added a CSV export that is permission-gated, capped, self-audited, CSV-escaped, and protected against spreadsheet formula injection. - Preserved the merged audit API cursor validation, redaction, and sub-millisecond pagination behavior. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6 passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with embedded PostgreSQL. - `pnpm -r typecheck` — passed across all workspaces. - `pnpm build` — passed across all workspaces. - `pnpm test:run` — all completed shards passed except one environment-sensitive CLI assertion caused by injected static AWS credential variables; the exact test passes 8/8 with those variables unset. - Manual Chromium QA exercised the populated feed, active filters, permission-denied card, per-agent tab, and CSV export. ## Screenshots and Manual QA - [All audit states exercised in Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001) - [Detailed browser report and per-agent tab root cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061) The per-agent redirect defect found during QA is fixed in this branch. ## Risks Low to moderate risk. The UI and export route are additive and use the existing company-scoped permission gate. The main risks are large exports and spreadsheet interpretation. The export is capped at 10,000 rows, records truncation accurately, and prefixes formula-like cells as text. There are no schema changes or migrations. > 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 4.8, 1M context, extended thinking, tool use, and code execution produced the original implementation. - OpenAI Codex, GPT-5 (deployment ID and context window not exposed), reasoning, tool use, code execution, browser-test orchestration, and GitHub review tooling repaired and verified the pull request. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-31 19:09:13 -07:00
DottaandPaperclip	86b265bb85	test(ui): isolate Cases routing regression (#10591 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The UI test suite protects the board route table > - The Cases routing regression test needs only the route table and sentinel pages > - The test initialized the full cloud access query flow for each route > - That unrelated setup made the two assertions spend several seconds polling > - This pull request isolates the routing dependency and removes the long timeout > - The benefit is faster and more focused route regression coverage ## Linked Issues or Issue Description What happened? The Cases routing regression test initialized cloud health, session, and board access queries. Its two route assertions spent about 6.69 seconds in test execution. Expected behavior The route regression test must bypass unrelated cloud access checks and resolve the two route assertions synchronously. Steps to reproduce 1. Run `pnpm --dir ui exec vitest run src/App.cases-routing.test.tsx` on the base commit. 2. Inspect the Vitest test duration. 3. Observe that the test waits through unrelated query transitions. Paperclip version or commit `7301fae942c3d5826974335cb40d6f1e0d95d1e0` Deployment mode Built from source. The defect affects the UI unit test suite. Related pull request: #9198 introduced the Cases route regression coverage. ## What Changed - Mock `CloudAccessGate` at the routing boundary. - Import the app after hoisted CSS setup and module mocks. - Remove the query client and three unrelated API mocks. - Replace long polling with a bounded three-turn route wait. - Remove the custom 20-second test timeouts. ## Verification - `pnpm --dir ui exec vitest run src/App.cases-routing.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` The focused run passed both tests. Test execution changed from about 6.69 seconds on the base commit to 40 milliseconds on this branch. ## Risks Low risk. The production route table is unchanged. The test still renders the real `App` route table and the same sentinel pages. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with model ID `gpt-5`. The context-window size is not exposed to this run. The run used reasoning, repository tools, code execution, and GitHub tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 18:54:53 -07:00
DottaandPaperclip	a29b10510c	fix(server): bound inherited workspace runtime services (#10589 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Execution workspaces can inherit runtime services from a project workspace > - A project workspace keeps current and historical runtime service rows > - The execution workspace read path returned all current rows, including services removed from the current configuration > - This pull request matches inherited rows to the current service definitions > - The benefit is bounded workspace payloads and accurate service summaries ## Linked Issues or Issue Description What happened? Shared execution workspaces returned current historical service rows that no longer matched the project workspace configuration. The response size multiplied across every shared execution workspace. Expected behavior Shared execution workspaces must return only the newest runtime service row for each service in the current project workspace configuration. Steps to reproduce 1. Create one project workspace with many historical runtime service rows. 2. Create many shared execution workspaces that inherit that project workspace. 3. List the execution workspaces and inspect each `runtimeServices` array. Paperclip version or commit `7301fae942c3d5826974335cb40d6f1e0d95d1e0` Deployment mode Built from source. The defect is in the server read model and is not deployment-specific. No duplicate or related public issue or pull request was found. ## What Changed - Select only runtime service rows that match the current project workspace service definitions. - Preserve each matched service definition index in the API result. - Avoid loading direct execution service rows for workspaces that inherit project services. - Add unit, integration, and volume regression coverage. ## Verification - `pnpm --dir server exec vitest run src/services/workspace-runtime-read-model.test.ts src/__tests__/execution-workspaces-service.test.ts -t 'selectConfiguredRuntimeServiceRows\|returns full details at the observed volume\|inherits only runtime-service rows'` - `pnpm --filter @paperclipai/server typecheck` The focused test run passed 4 tests and skipped 27 unrelated tests. ## Risks The read path now omits service rows that do not match the current configuration. This is the intended behavior for inherited runtime services. The change does not alter service persistence or lifecycle transitions. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with model ID `gpt-5`. The context-window size is not exposed to this run. The run used reasoning, repository tools, code execution, and GitHub tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 18:54:11 -07:00
DottaandPaperclip	2e4774ac90	fix(adapter-utils): correct confirmation wake semantics (#10588 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Local agent wakes include a default execution contract > - That contract tells agents how issue-thread continuation policies behave > - The current text says `wake_assignee` resumes a confirmation only after acceptance > - The server actually wakes for every non-expired resolution and reserves acceptance-only behavior for `wake_assignee_on_accept` > - This pull request makes the default prompt match the server contract and strengthens the recovery follow-up regression case > - The benefit is that agents choose the correct continuation policy and recovery tests cover normalized agent name keys ## Linked Issues or Issue Description Related work: Refs #5473, Refs #5060, and Refs #10562. What happened? The default local-agent prompt described `wake_assignee` as acceptance-only for `request_confirmation`. This conflicts with the server. The server wakes on every non-expired resolution. A recovery follow-up test also used an already-normalized execution agent name key, so it did not exercise the normalization seam. Expected behavior The prompt must state that `wake_assignee` resumes after acceptance or rejection. It must direct acceptance-only flows to `wake_assignee_on_accept`. The recovery regression must use a display-style agent name key and prove that the follow-up path still works after normalization. Steps to reproduce 1. Read the default local-agent prompt in `packages/adapter-utils/src/server-utils.ts`. 2. Compare its confirmation continuation text with `queueResolvedInteractionContinuationWakeup` in `server/src/routes/issues.ts`. 3. Observe that the prompt gives acceptance-only semantics to `wake_assignee`. 4. Inspect the recovery hand-back test and observe that its execution name key is already normalized. Paperclip version or commit `7301fae942` Deployment mode Local dev. The prompt and test behavior are not deployment-specific. ## What Changed - Corrected the default agent prompt for `wake_assignee` and `wake_assignee_on_accept`. - Added focused prompt assertions for both the required and obsolete text. - Changed the recovery follow-up fixture to use a display-style agent name key. ## Verification - `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts -t 'keeps the default local-agent prompt action-oriented'` passed: 1 test. - `pnpm exec vitest run server/src/__tests__/heartbeat-comment-wake-batching.test.ts -t 'defers recovery hand-back wakes until the resolving run exits'` passed: 1 test. - `pnpm --filter @paperclipai/adapter-utils typecheck` passed. - `pnpm --filter @paperclipai/server typecheck` passed. - `git diff --check origin/master...HEAD` passed. ## Risks - Low risk. The production change updates prompt text only. - Agents that followed the old text may now choose `wake_assignee_on_accept` for acceptance-only flows. - The server test change only broadens an existing regression fixture. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The exact serving model ID and context-window size are not exposed to the agent. The model used reasoning, repository tools, tests, Git, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 18:53:53 -07:00
DottaandPaperclip	c9116686bd	test(installer): cover cross-version update migrations (#10587 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies > - Managed updates can change both the application payload and its database schema > - Unit tests cannot prove that an older live install upgrades through a real migration and remains recoverable > - The managed-install work in #10045 needs a repeatable cross-version system test > - This pull request adds an isolated end-to-end harness for update, migration, backup, service restart, and rollback behavior > - The benefit is a direct proof that managed upgrades preserve the existing database and service lifecycle across versions ## Linked Issues or Issue Description Refs #10045 This test is a focused follow-up to the managed install integration. Merge #10045 first so the tested install, update, service, backup, and rollback commands are available. ## What Changed - Added a cross-version managed-update E2E script. - Installed an older Git ref, initialized its embedded PostgreSQL database, and updated to a ref with one additional migration. - Verified the pre-update backup, payload switch, service recovery, migration result, database-cluster reuse, and rollback behavior. - Isolated Paperclip state under a dedicated test home and cleaned up the service and managed install on success or failure. - Added regression tests for shell syntax, required-ref validation, side-effect-free preflight failure, and complete failure cleanup. ## Verification - `node --test scripts/__tests__/e2e-update-migrations.test.mjs` - `bash -n scripts/e2e-update-migrations.sh` - GitHub latest-head CI: build, typecheck, release registry, canary dry-run, general tests, serialized suites, and both browser E2E shards passed. - Full harness execution needs an isolated macOS or Linux host with a real launchd or systemd user service. It is intentionally not run on a live Paperclip server host. ## Risks - The script manages a real user service and downloads two Git refs. Run it only on an isolated test host. - The test needs #10045 because `origin/master` does not yet contain the managed install lifecycle. - The script uses a dedicated `PAPERCLIP_HOME`, refuses a pre-existing shim or test home, and removes its service and install during cleanup. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5. The runtime did not expose a more specific deployment ID or context-window size. Reasoning, repository access, shell execution, and GitHub tooling were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 18:53:34 -07:00
DottaandPaperclip	70175d5b6f	fix(garden-inbox): preserve declined candidates on reruns (#10586 ) ## Thinking Path > - Paperclip uses company skills to give agents repeatable operating workflows. > - The garden-inbox skill asks a user to confirm reversible archive candidates. > - A user can leave a candidate unchecked because they want to keep it visible. > - A later confirmation pass currently checks that candidate again by default. > - This pull request adds a repeatable `--unselect` option for candidates declined in an earlier pass. > - The benefit is that repeated confirmation cards preserve the user's prior choice and make that history visible. ## Linked Issues or Issue Description What happened? When an inbox gardening confirmation was created again, candidates declined in an earlier pass could start checked again. Expected behavior The caller can identify previously declined candidates. Those candidates start unchecked and explain why they are unchecked. Steps to reproduce 1. Create a garden-inbox scan with an archive candidate in bucket A or B. 2. Leave the candidate unchecked in a confirmation pass. 3. Create a later confirmation for the same candidate. 4. Observe that the default selection does not preserve the earlier decline. Paperclip version or commit `7301fae942c3d5826974335cb40d6f1e0d95d1e0` Deployment mode Built from source. ## What Changed - Added repeatable `--unselect ISSUE_ID` parsing to the garden-inbox confirmation command. - Removed those issue IDs from the default checked options. - Added a description note for candidates declined in an earlier pass. - Rejected `--unselect` values that are not offered by the current scan. - Documented the repeat-pass workflow and added regression coverage. ## Verification - `node --test .agents/skills/garden-inbox/scripts/garden-inbox.test.mjs` - `git diff --check origin/master...HEAD` ## Risks - Low risk. The new option is opt-in, and existing confirmation behavior is unchanged when it is omitted. - An invalid issue ID now fails before any confirmation card is posted. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 family. The runtime does not expose the exact deployment model ID or context-window size. Reasoning, repository tools, shell execution, and GitHub tools were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 18:53:16 -07:00
DottaandPaperclip	627728bdde	feat: add authoritative issue PATCH receipts (#10478 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents update tasks through the issue API. > - The update response did not state which values changed. > - Blocker updates also did not echo the scalar blocker IDs. > - Agents therefore used an extra GET request to confirm a successful write. > - This pull request adds an authoritative change receipt and an optional small response. > - The benefit is fewer API calls with a clear and compatible write contract. ## Linked Issues or Issue Description No public GitHub issue exists for this change. ### Subsystem affected Cross-cutting: `server/`, `packages/shared`, and the UI issue cache. ### Problem or motivation A successful issue PATCH returned the updated issue, but it did not identify the effective changes. Blocker writes returned relation summaries without the scalar IDs. Agents could not distinguish a confirmed clear operation from missing data. The response must confirm committed field and blocker changes while existing UI clients continue to receive the full issue by default. ### Proposed solution Add a `changes` receipt. Add a conditional `blockedByIssueIds` echo. Support `Prefer: return=minimal`. Keep the full response as the default. ### Alternatives considered Make the small response the default for agent tokens. This would create different response contracts by actor type, so this pull request does not use that design. ### Roadmap alignment This is a focused control-plane reliability improvement. It does not duplicate an open roadmap milestone. ## What Changed - Compute committed issue row and relation changes in the issue service. - Omit no-op fields and truncate changed long text values to 200 characters. - Echo blocker ID arrays for blocker set and clear requests. - Add the opt-in `Prefer: return=minimal` response and `Preference-Applied` header. - Keep receipt metadata out of React Query issue caches. - Add route and embedded Postgres tests for the new contract. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-activity-events-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "returns authoritative update receipts for row fields and blocker relations"` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `git diff --check` ## Risks - Low compatibility risk. The default response only adds receipt fields. - Minimal mode is opt-in. Existing clients do not receive a smaller body. - The receipt excludes `updatedAt` because the response already returns it as the freshness anchor. - Prose API and agent workflow guidance will follow after the server contract is available. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5. The exact deployment ID, context window size, and reasoning mode are not exposed to the agent. The agent used repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 18:52:59 -07:00
DottaandPaperclip	b1ac92f305	fix(ui): recover blockquotes the markdown editor escaped as backslash-gt (#10466 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The web UI uses one shared markdown editor for comments, issue descriptions, and documents. > - Users type `>` at the start of a line to insert a blockquote. > - The live editor shortcut does not always run in every browser and input method. > - The markdown exporter then changes the leading `>` to `\>` and saves literal text. > - The saved text does not render as a blockquote. > - This pull request restores the blockquote marker when markdown enters or leaves the editor. > - The benefit is reliable blockquote insertion on every surface that uses the shared editor. ## Linked Issues or Issue Description No public GitHub issue exists. Related prior attempt: #10465. What happened? The shared markdown editor sometimes saved a blockquote as literal text. This happened when the live shortcut did not run. The exporter saved `\> text`, which rendered as literal `> text`. Expected behavior A line that starts with `>` must render as a blockquote in comments, issue descriptions, and documents. Steps to reproduce 1. Open a task comment composer, description editor, or document editor. 2. Add `> ` to an existing line, or use an input method that does not run the live shortcut. 3. Save the content. 4. Observe that the saved line renders as literal text instead of a blockquote. Paperclip version or commit `master` at `78f8c6c3d4`. Deployment mode Self-hosted server. ## What Changed - Add `unescapeBlockquoteMarkers()` to restore block-level `\>` markers. - Keep indented code, list content, nested content, and fenced code unchanged. - Apply the helper when markdown enters and leaves `MarkdownEditor`. - Add focused tests for line position, indentation, container prefixes, and CommonMark fence rules. ## Verification - `pnpm exec vitest run ui/src/lib/blockquote-markdown.test.ts` passes with 22 tests. - `pnpm exec vitest run ui/src/components/MarkdownEditor.test.tsx` passes with 37 tests. - `pnpm --filter @paperclipai/ui typecheck` passes. - `pnpm check:token-gates` passes. - `git diff --check origin/master...HEAD` passes. - A browser harness used the real `MarkdownEditor` and `IssueChatThread` composer. It confirmed that `> text` renders as a blockquote and exports as `> text`. - The [Cutter preview](https://github.com/paperclipai/paperclip/pull/10466#issuecomment-5140558263) supplies a task-page screenshot and an editor interaction video. ## Risks - Low risk. The helper returns the input unchanged when it contains no `\>`. - A paragraph that deliberately starts with literal `\>` now becomes a blockquote. The editor has no literal-marker control, so this matches the available input behavior. - There are no database, API, or migration changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Anthropic Claude Opus 4.8 (`claude-opus-4-8`, 1M context), extended thinking, with tool use and code execution. - OpenAI Codex with GPT-5 (`gpt-5`; runtime build and context-window metadata were not exposed), with reasoning, tool use, code execution, and GitHub review 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 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 (none needed) - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 18:52:42 -07:00
Dotta Paperclip Claude Fable 5	fc5a30805e	feat(cli): add managed install, update, and service lifecycle (#10045 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies > - Operators need a predictable installation path that survives beyond an ephemeral `npx` process > - A durable installation needs an owned per-user payload store, stable command shim, safe shell integration, and supported service lifecycle > - Updates must preserve recoverability by backing up data, installing side-by-side, verifying the new payload, and retaining rollback state > - Bootstrap scripts and privileged service operations must fail closed across download, filesystem, ownership, and consent boundaries > - This pull request integrates managed install, update, rollback, service, uninstall, doctor, bootstrap-installer, and runtime-serving support into one workflow > - The benefit is a recoverable, inspectable, and documented installation lifecycle with explicit safety boundaries across Linux, macOS, containers, WSL, npm, npx, and source checkouts ## Linked Issues or Issue Description ### Problem Paperclip lacks a first-class durable installation and lifecycle workflow. Operators currently have to assemble npm/npx installation, PATH setup, background-service management, updates, rollback, diagnostics, and uninstall behavior themselves. That makes upgrades harder to recover, creates inconsistent behavior across platforms, and leaves shell/download/service trust boundaries without one documented implementation. ### Proposed Solution Add a managed per-user install store and stable shim, a verified shell bootstrap installer, service lifecycle commands, install-mode-aware update/rollback behavior, doctor checks, and documentation. Managed updates back up the database, install and smoke-test a side-by-side payload, atomically switch `current`, and retain prior payloads. The shell installer pins registry/download trust boundaries and requires explicit consent for non-interactive privileged actions. ### Alternatives Considered - Keep recommending `npx`: simple for evaluation, but ephemeral and unsuitable for stable services, atomic updates, or rollback. - Require global npm installation only: familiar, but cannot provide the owned side-by-side payload store and retained rollback semantics. - Split the capability across multiple PRs: rejected because install, update, service, uninstall, bootstrap, and serving behavior share contracts and security boundaries that need review together. ### Related Pull Requests - Supersedes #10042 and #10044 with one integrated final diff. - Incorporates and replaces the closed preparatory work in #10032 and #10034. ## What Changed - Added `paperclipai install`, `update`/`upgrade`, rollback, uninstall, service lifecycle, onboarding integration, and managed-install doctor checks. - Added a private managed payload store, verified manifest/marker ownership, exclusive mutation locks, atomic manifest/current/shim writes, retained previous payloads, and provenance validation. - Added npm and GitHub-ref install sources with exact target resolution, registry isolation, database backup, side-by-side verification, atomic activation, service restart coordination, and failure rollback. - Made managed-update backups report actionable service-start and `--no-backup` recovery guidance for unreachable databases, while clean never-onboarded instances skip an empty backup. - Added systemd user and launchd service definitions, status/health/log commands, single-instance coordination, stale-port recovery, and explicit sudo/lingering consent handling. - Added the `scripts/install.sh` bootstrap path with checked two-stage downloads, pinned public npm registry usage, platform checks, dry-run/non-interactive controls, and Docker fixtures. - Added embedded Postgres/native bootstrap integration, hot-restart/systemd-notify serving support, passive update notices, configuration contracts, README/CLI/install documentation, and focused regression tests. - Security re-review should explicitly re-verify: (1) `addManagedPathBlock`/`removeManagedPathBlock` reject symlinked or non-regular rc files, assert current-user ownership, preserve restrictive modes, and replace atomically; (2) managed shim replacement rejects unsafe parents, foreign-owned or multiply linked files, and uses checked atomic replacement; (3) the shell installer and sudo path preserve explicit consent and checked downloads; and (4) installed service/runtime serving remains bound to the validated managed shim and instance configuration. ## Verification - `bash -n scripts/install.sh scripts/clean-install-git.sh scripts/clean-install-npm.sh scripts/test-install-sh-docker.sh` - `pnpm exec vitest run cli/src/__tests__/install-store.test.ts cli/src/__tests__/install-command.test.ts cli/src/__tests__/managed-install-check.test.ts cli/src/__tests__/onboard-service.test.ts cli/src/__tests__/service-health-check.test.ts cli/src/__tests__/service-manager.test.ts cli/src/__tests__/update-command.test.ts cli/src/__tests__/update-notice.test.ts packages/db/src/embedded-postgres-native.test.ts` — 9 files, 66 tests passed - `pnpm --dir cli typecheck` - `pnpm --dir cli build` - Follow-up verification: `pnpm exec vitest run cli/src/__tests__/update-command.test.ts` (14/14), `pnpm --dir cli typecheck`, `pnpm --dir cli build`, and `pnpm --filter @paperclipai/server typecheck`. - `pnpm -r typecheck` - `pnpm build` - Full `pnpm test:run` exercised all suites; an injected static AWS credential changed one unrelated doctor expectation, which passed when those credentials were removed. A second run cleared that case and exposed stale pre-existing adapter-utils `dist` output; rebuilding `@paperclipai/adapter-utils` made the isolated test pass. The updated PR CI is the authoritative clean-workspace full-suite run. ## Risks - Installer/update code writes executable shims, symlinks, shell rc blocks, service definitions, and managed payloads; ownership, regular-file, symlink, hard-link, marker, and path-containment checks fail closed before destructive changes. - The bootstrap installer executes downloaded tooling; downloads are staged and checked before execution, npm traffic is pinned to the public registry, and non-interactive privileged behavior requires explicit consent. - Linux lingering may invoke `sudo`; the command is surfaced and confirmed before execution, and unsupported service managers fall back to foreground-run guidance. - Database migrations remain forward-only; payload rollback does not reverse migrations, so managed updates create a backup before activation unless explicitly disabled. - Service restart and runtime serving touch process/port ownership; lifecycle locks, health/version checks, and stable-shim service definitions reduce split-brain and stale-process risk. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agents using GPT-5.5 and GPT-5.6-sol, with reasoning, repository/API access, shell execution, and test tooling. The runtime did not expose a reliable context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-07-31 18:52:23 -07:00
DottaandPaperclip	7301fae942	fix(heartbeat): atomically claim due timer intervals (#10584 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip coordinates AI agents through scheduled heartbeat runs. > - The heartbeat scheduler can call `tickTimers()` again before an earlier tick has finished. > - Each overlapping tick can read the same old `lastHeartbeatAt` value and decide that the same agent is due. > - The existing queue checks do not make that due-time decision atomic. > - This pull request atomically advances the timer baseline before it enqueues the wake. > - The benefit is that one timer interval can create at most one scheduled run for an agent. ## Linked Issues or Issue Description No public GitHub issue describes this exact scheduler race. Related pull requests address active-run overlap or queued-run buildup, but they do not atomically claim a due timer interval: #9457, #8416, and #3858. What happened? Two overlapping calls to `tickTimers()` could both read the same due timer baseline. Both calls could enqueue a timer run for the same agent and interval. Expected behavior Only one scheduler tick must claim a due timer interval. A second overlapping tick must observe that the interval was already claimed and skip it. Steps to reproduce 1. Create an active agent with a 60-second timer interval. 2. Set `lastHeartbeatAt` to more than 60 seconds in the past. 3. Call `tickTimers(now)` twice with `Promise.all()`. 4. Observe that the old code can enqueue two runs for the same interval. Paperclip version or commit Reproduced on `master` before this branch. Deployment mode Local development with embedded PostgreSQL. ## What Changed - Added an atomic conditional update that claims a due timer interval by advancing `lastHeartbeatAt`. - Made `tickTimers()` enqueue only after that conditional update succeeds. - Preserved first-heartbeat telemetry when the timer claim advances `lastHeartbeatAt` before run completion. - Added regression tests for concurrent claims and first-heartbeat telemetry. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-stale-queue-invalidation.test.ts` — 24 tests passed on the final rebased commit. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts -t "preserves first-heartbeat telemetry after a timer interval claim\|tracks the first heartbeat with the agent role"` — 2 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed after the review fix. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — 3,121 tests passed and 2 tests skipped. One unrelated runtime-skills test exceeded its 5-second limit under full-suite load. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-runtime-skills.test.ts` — the timed-out file passed in isolation, 2 tests passed. - `pnpm --filter @paperclipai/db exec vitest run src/status-card-migrations.test.ts` — the unrelated CI timeout passed in isolation. - The full PR CI matrix passed after one rerun of that unrelated timeout. - Greptile passed with zero new comments and no unresolved review threads. ## Risks - Low risk. The change only affects due timer claims. - If enqueue fails after the claim, the next timer attempt waits for one interval. This is safer than duplicate agent execution. - No schema, migration, API, UI, or dependency changes are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5. The exact deployment ID and context-window size are not exposed to this runtime. Agentic reasoning, shell tools, code execution, and GitHub operations were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 17:30:41 -07:00
Dotta Claude Fable 5 Paperclip	32c1a8576c	fix(server): self-heal execution workspaces whose recorded branch no longer exists (#10578 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Each agent task gets an execution workspace (a git worktree) with a recorded branch name; workspace validation compares that record to the worktree before every run > - Agents sometimes rename their task branch (for example to a `feat/` PR branch), so the recorded branch never existed or was deleted > - Validation then fails every run with "expected branch does not exist" — a deterministic `workspace_validation_failed` loop with no self-heal path > - A recorded branch with no resolvable commit has nothing to lose, so adopting a clean, registered checked-out branch is trivially forward-only > - This pull request routes that exact case through the existing audited forward-reconciliation path, in both the runtime and the manual board reconcile endpoint > - The benefit is that these stranded workspaces heal themselves while dirty worktrees, detached HEADs, unregistered paths, and ambiguous git states all stay fail-closed ## Linked Issues or Issue Description No public GitHub issue exists; the underlying bug is described here per `bug_report.yml`. Related PR: #10574 self-heals the sibling provisioning failure loop uncovered by the same incident diagnosis. What happened?* An execution workspace whose recorded branch was renamed away failed every subsequent run with `workspace_validation_failed` ("expected branch does not exist"). The safe-repair matrix refused the case, so the task stayed blocked until a human intervened. Expected behavior When the recorded branch is confirmed absent and the worktree is clean and registered with its checked-out branch matching HEAD, Paperclip adopts the checked-out branch through the audited forward-reconciliation path and the next run proceeds. Steps to reproduce In an isolated workspace, rename the task branch (`git branch -m <recorded> feat/something`) or delete the recorded branch, leave the worktree clean, then start a new run on the task. Validation fails on every retry. Paperclip version or commit master as of the branch point of this PR. Deployment mode Local trusted deployment with git-worktree isolated workspaces. ## What Changed - `ensureGitWorktreeBranchCoherent` (workspace runtime): a missing recorded branch with a clean worktree, an existing checked-out branch, and a registered branch matching HEAD now goes through audited forward reconciliation instead of failing closed. Gated behind `enableWorkspaceBranchReconcileForward`. - `reconcileExecutionWorkspaceBranch` mode `forward` (service): accepts the same case so the board reconcile endpoint can repair it manually. - The service inspection now classifies each branch ref as `resolved` / `missing` / `error` (`git rev-parse --verify --quiet`, distinguishing an absent ref from git failing to inspect the repo). Adoption requires a confirmed-missing recorded ref and a resolved target ref, so a git error can never bypass ancestry validation and a nonexistent branch name is never persisted. - Removed the test that asserted this case fails closed; it is superseded by tests that assert the new behavior. - New tests: successful adoption, dirty-worktree refusal, refusal when the checked-out branch ref does not resolve either, and disabled-flag behavior. ## Verification - `server`: `npx vitest run src/__tests__/execution-workspaces-service.test.ts -t "reconcil"` — 11 passed. - `server`: `npx vitest run src/__tests__/workspace-runtime.test.ts -t "adopt"` — 7 passed. - `npx tsc --noEmit` in `server/` is clean. - Manually validated the underlying repair on a live stranded workspace before automating it: creating the recorded branch at the clean HEAD ended the validation-failure loop without touching the agent's PR branch. ## Risks - The change relaxes a fail-closed gate, so the main risk is over-adoption. Mitigations: the exception requires flag-on, clean worktree, registered worktree path, registered branch matching HEAD, a confirmed-missing (not merely unreadable) recorded ref, and a resolvable target ref; everything else still fails closed. Every adoption goes through the audited reconcile path with an issue comment trail. - No migrations, no API surface changes (the reconcile route returns the same hand-picked fields). ## Model Used Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended thinking, agentic tool use (Claude Code harness). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 16:19:13 -07:00
Dotta Claude Fable 5 Paperclip	79eff0aea1	fix(scripts): self-heal isolated workspace provisioning when the base CLI is broken (#10574 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents run tasks in isolated execution workspaces that are provisioned as git worktrees by `scripts/provision-worktree.sh` > - The script runs the base workspace's CLI (`cli/src/index.ts` via the base `tsx` install) to seed each new worktree, and it only checked that those files exist > - pnpm links each package's `node_modules` into a hash-versioned virtual store; a lockfile change followed by a partial or filtered install prunes old hashed dirs without relinking every package, leaving dangling symlinks > - A CLI with dangling symlinks fails ESM resolution (`ERR_MODULE_NOT_FOUND`) at boot, so provisioning aborts with `setup_failed` — deterministically, on every retry, with no self-heal path > - This pull request makes provisioning health-check the CLI by actually booting it, repair the base install when the check fails, and degrade to the no-CLI fallback config instead of failing the run > - The benefit is that a class of permanent `setup_failed` loops becomes self-healing, and workspace provisioning survives a broken base CLI ## Linked Issues or Issue Description No public GitHub issue exists; the underlying bug is described here per `bug_report.yml`. Related PR: #10578 self-heals the sibling workspace-validation failure loop uncovered by the same incident diagnosis. What happened? Isolated-workspace runs failed at provision time with `setup_failed`. Every retry failed identically. One observed incident burned 4 runs across two adapters before the task was stranded. Expected behavior Provisioning either succeeds or degrades gracefully; a broken base CLI install repairs itself instead of permanently blocking all new worktrees. Steps to reproduce In the base workspace, cause a lockfile-affecting dependency bump plus a partial/filtered `pnpm install` so a package symlink (e.g. `cli/node_modules/drizzle-orm`) dangles into a pruned virtual-store dir. Start any isolated-workspace run. Provision fails with `ERR_MODULE_NOT_FOUND` and the run ends `setup_failed`; retries never recover. Paperclip version or commit master as of the branch point of this PR. Deployment mode Local trusted deployment with git-worktree isolated workspaces. ## What Changed - `base_cli_healthy` now boots the base CLI (`--help`) instead of only testing file existence, which exercises the top-level import graph. - New `repair_base_workspace_install`: when the health check fails, run a non-interactive `pnpm install --prod=false --force --frozen-lockfile` in the base workspace. `--force` guarantees relinking when pnpm's up-to-date heuristics would skip dangling symlinks; `--frozen-lockfile` keeps the repair from mutating the shared lockfile. - The repair install is serialized with `flock` on a lock file inside the resolved git dir (`git rev-parse --absolute-git-dir`), so locking also covers base workspaces that are linked worktrees, where `.git` is a file. - If every CLI candidate is unusable (including a base CLI the repair could not fix), provisioning falls back to the existing no-CLI fallback config writer (loudly, on stderr) instead of failing the run. A CLI that runs and fails `worktree init` still fails provisioning with its real exit code — that deliberate fail-closed policy is unchanged and covered by an existing server regression test. - Fixed a latent bug: `run_isolated_worktree_init` returned 0 unconditionally after the init subshell, so callers treated a failed init as success. Exit codes now propagate. ## Verification - Reproduced the incident state (dangling `cli/node_modules/drizzle-orm` symlink); the base CLI failed with the exact `ERR_MODULE_NOT_FOUND` seen in the incident run logs. - Ran the patched script against a fresh scratch worktree: health check failed → locked repair install ran (~26 s warm) → symlink relinked → `worktree init` completed → exit 0 with `.paperclip/config.json` and `.env` written. - Happy path (healthy base CLI): provisioning behavior unchanged, exit 0. - Verified `git rev-parse --absolute-git-dir` resolves a real directory for both a normal checkout and a linked worktree. - New hermetic tests: `node --test ./scripts/__tests__/provision-worktree-self-heal.test.mjs` (4 tests: healthy CLI used, broken CLI degrades, locked repair end-to-end with a fake pnpm, init failure propagates). Not yet wired into a CI workflow. - `server`: the existing `realizeExecutionWorkspace` fail-closed regression test ("fails instead of writing an unseeded fallback config when worktree init errors after CLI detection succeeds") passes against the new script. - `bash -n scripts/provision-worktree.sh` is clean. ## Risks - Low risk overall: the script only adds recovery paths; the happy path is unchanged. - The repair install runs in the shared base workspace. It is bounded by `--frozen-lockfile` (no lockfile mutation) and serialized by `flock`, but it can add ~30 s to the first provision after a base install breaks. - If the repair cannot fix the CLI and no other CLI candidate exists, runs now continue with an unseeded fallback config instead of failing; that is intentional, and the fallback path already existed. Genuine `worktree init` failures from a working CLI still fail the run. ## Model Used Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended thinking, agentic tool use (Claude Code harness). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 16:18:52 -07:00
Dotta Paperclip Dev Agent	2cbbad16fd	docs: add External Task Protocol specification (#10568 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Teams often keep their work in external ticket systems > - Paperclip must keep execution and governance control when those systems supply work > - Connector authors need one provider-neutral contract for links, routing, sync, and recovery > - This pull request adds that contract as a draft specification > - The benefit is a shared design for external task connectors without provider logic in Paperclip core ## Linked Issues or Issue Description - Refs: #3587 - Related prior connector work: #6271 - Supersedes the non-reopenable #7904. - Duplicate #10569 was opened during concurrent recovery; this PR contains the later review fixes and is the 5/5, green canonical replacement. Recommend closing #10569 without merging it. ## What Changed - Added a normative External Task Protocol for provider-neutral task data, link state, routing, synchronization, conflicts, and health. - Defined a Symphony-compatible execution profile that uses Paperclip checkout, heartbeat, workspace, budget, approval, and blocker controls. - Added provider profiles for Linear, Jira, Asana, Notion, Trello, and GitHub Issues. - Fixed the link-state transitions, reopen invariant, and section cross-reference found in review. - Updated the connector boundary to name the current capability-gated plugin host clients. - Aligned backlog wake semantics and issue-scoped run-stop conformance with the current host API. - Made terminal-to-active follow-up handoff retry-safe using a single-record `TaskLink` retarget and auditable handoff history, without assuming unavailable multi-record plugin transactions. - Preserved and refreshed Dotta's original specification work. ## Verification - Ran `git diff --check`. - Checked every numbered section reference against the document headings. - Compared the protocol integration points with the current plugin SDK and host issue contracts. - Ran the current PR template, linked-issue, duplicate-search, and test-coverage quality gates against this description and title. ## Risks - Low runtime risk. This pull request changes documentation only. - The specification can constrain future connector designs. It remains a draft and keeps provider-specific behavior in plugins. - The replacement keeps the legacy `PAP-10377-task-protocol` head ref because renaming it closed #7904 and GitHub would not reopen that PR after the ref was restored. > 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 - The original draft used Claude Code. This review repair used OpenAI Codex with GPT-5. The exact API snapshot and context window are not exposed. The run used reasoning, repository inspection, shell tools, and code editing. ## 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] Branch naming exception is documented above; the legacy public issue branch was retained to preserve the repaired head ref - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Dev Agent <dev@paperclip.ing>	2026-07-31 15:04:59 -07:00
DottaandPaperclip	1ee1275f11	fix(adapters): persist ACPX process identity for hot restart (#9838 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work. > - Local agent heartbeats need durable process identity so the server can supervise them. > - The ACPX runtime owns the child process used by `codex_local` sessions. > - ACPX did not expose the child PID and start time to the Paperclip adapter. > - Warm ACPX runtimes can also serve a later heartbeat without a new spawn event. > - A hot restart could therefore classify a live Codex run as lost because its heartbeat row had no process identity. > - This pull request forwards ACPX spawn identity, reuses it for compatible warm heartbeats, and fails closed when identity cannot be persisted. > - The benefit is reliable hot-restart adoption for eligible local Codex runs. ## Linked Issues or Issue Description No matching public GitHub issue was found. What happened? A `codex_local` heartbeat could run through ACPX without a persisted `processPid` or `processStartedAt`. A Paperclip hot restart then had no durable identity for the live ACP child. Recovery could classify the run as `process_lost` even while the child was still alive. Expected behavior ACPX reports the real child PID and start time before the first prompt. A compatible warm runtime reports the same known identity to each later heartbeat that reuses the child. ACPX stops the child if the identity is invalid or persistence fails. Hot-restart recovery can then adopt the live run. Steps to reproduce 1. Start a `codex_local` heartbeat through the ACPX execution lane. 2. Keep the run active during a Paperclip hot restart. 3. Inspect the heartbeat row before this change. 4. Observe that the process identity can be null and recovery cannot adopt the live child. Reproduced on - Paperclip `master` before this change. - Linux source deployment. - `codex_local` with ACPX `0.12.0`. ## What Changed - Add an awaited `onAgentSpawn` lifecycle hook to the patched ACPX runtime. - Forward the ACP child PID and start time through the adapter `onSpawn` callback. - Keep a mutable callback sink for cached runtimes so a later respawn updates the current heartbeat. - Reuse the last known process identity when a compatible warm heartbeat reuses the existing child. - Kill the ACP child and fail session startup when the PID is invalid or identity persistence rejects. - Add ACPX and heartbeat recovery tests for callback ordering, warm reuse, failure cleanup, durable row identity, and hot-restart adoption. - Document the one-time drain required when an installed pre-fix run already lacks process metadata. ## Verification - `PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/test-home-execute-escalated" pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts` — 89 passed. - `PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/test-home-recovery-escalated" pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts` — 92 passed. - `PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/test-home-remote-smoke-escalated" pnpm exec vitest run packages/adapter-utils/src/acpx-engine/remote-spawn-smoke.test.ts` — 3 passed. - `PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/test-home-ci-repro-escalated" pnpm exec vitest run server/src/__tests__/heartbeat-dependency-scheduling.test.ts` — 6 passed. - `pnpm --filter @paperclipai/adapter-utils typecheck` — passed. - Reverse and forward dry-run application of `patches/acpx@0.12.0.patch` — passed. - `git diff --check` — passed. - `git diff --exit-code origin/master...HEAD -- pnpm-lock.yaml` — passed. - `git diff --exit-code origin/master...HEAD -- .github/workflows` — passed. ## Risks - Runtime risk is low to moderate. ACPX now awaits process-identity persistence during child startup. - ACPX kills the child when persistence fails. This prevents an unsupervised process, but it makes that heartbeat fail visibly. - A compatible warm heartbeat reuses the identity of the existing ACP child. Regression tests verify that identity is persisted before the next prompt. - The change updates the vendored ACPX patch. Package installation must apply that patch. - There are no schema, migration, public API, UI, workflow, or lockfile changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex used GPT-5.3-Codex for the earlier implementation. - OpenAI Codex used GPT-5 for the lifecycle-hook revision and the current fail-closed review fix. The runtime did not expose a more specific snapshot ID or context-window size. Both runs used reasoning, repository tools, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 14:43:46 -07:00
DottaandPaperclip	cd7f84965c	fix(recovery): preserve hand-back wake liveness (#10562 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The heartbeat service delivers issue work to assigned agents. > - Recovery can hand an issue back to its agent while the recovery run is still active. > - The hand-back wake can merge into that active run and disappear when the run exits. > - The stranded-work scan also treats the successful recovery run as proof that the handed-back issue is live. > - This pull request keeps the hand-back wake for follow-up delivery and lets the scan repair a lost wake. > - The benefit is that an assigned issue continues after recovery without manual operator action. ## Linked Issues or Issue Description No public issue exists. This is related to the wake reconciliation work in #8943. What happened? A recovery action could hand an assigned issue back from `blocked` to `todo`. The `issue_recovery_action_restored` wake then merged into the recovery run that made the change. The wake disappeared when that run exited. The stranded-work scan did not repair the issue because it treated the successful recovery run as current liveness. Expected behavior Paperclip must dispatch the hand-back wake after the recovery run exits. If that delivery is lost, the stranded-work scan must enqueue the assigned `todo` issue again. Steps to reproduce 1. Start a recovery run for an assigned blocked issue. 2. Resolve a recovery action with the `handed_back` outcome. 3. Move the issue to `todo` while the recovery run is still active. 4. Observe that the wake merges into the active run and no new run starts after it exits. 5. Run the stranded-work scan and observe that the successful latest run prevents repair. Paperclip version or commit `131d476a7e` Deployment mode Local dev (`pnpm dev`). The defect is in the core server and is not deployment-specific. Agent adapter(s) involved Not adapter-specific. This is a core heartbeat and recovery defect. ## What Changed - Added `issue_recovery_action_restored` to the wake reasons that require follow-up delivery when an issue run is active. - Made the stranded-work scan detect a resolved hand-back that occurred during or after the latest successful run. - Added focused regression tests for the heartbeat coalescing seam and the stranded-work repair shape. - Documented the hand-back liveness guarantee in execution semantics section 9.1. ## Verification - `pnpm exec vitest run server/src/__tests__/heartbeat-comment-wake-batching.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts` passed: 104 tests. - `pnpm --filter @paperclipai/server typecheck` passed. - `pnpm -r typecheck` passed. - `pnpm build` passed. - `pnpm test:run` passed the server shard (3,095 passed, 2 skipped) and UI shard (3,182 passed). One unrelated CLI test failed because the agent environment exports static AWS credentials. `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY -u AWS_SESSION_TOKEN pnpm exec vitest run cli/src/__tests__/secrets.test.ts` passed all 8 tests. - `git diff --check` passed. - All GitHub checks passed on commit `8b380e67e6`. - Greptile gave 5/5 confidence with no comments or unresolved threads. ## Risks - Low risk. The follow-up rule affects only a recovery hand-back wake that arrives while the same issue already has an active run. - The backstop adds one indexed recovery-action lookup for an assigned `todo` issue whose latest run succeeded. - The timestamp check uses the latest run start time. This includes hand-backs made by that run and later hand-backs, but excludes older resolved actions. ## Model Used - OpenAI Codex with GPT-5 (`gpt-5`), agentic reasoning, tool use, and code execution. The serving context-window size is not exposed to the agent. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 11:03:30 -07:00
DottaandPaperclip	bec04da2c2	fix(ui): make task header status and priority controls interactive (#10526 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators use the task page header to read and change task state > - The status and priority icons already had picker logic, but the compact triggers were not semantic controls > - This made pointer and keyboard interaction unreliable in the task header > - This pull request makes both compact icon triggers real buttons and keeps the existing picker behavior > - The benefit is that operators can change status and priority directly from the header with pointer or keyboard input ## Linked Issues or Issue Description ### Subsystem affected `ui/` — React + Vite board UI. ### Problem or motivation The compact status and priority icons can receive change handlers, but their popover triggers are plain icon elements. They do not provide a reliable click target, keyboard focus, or control label. Operators need to change both values directly from the task header. ### Proposed solution Use semantic button triggers in the shared status and priority components. Keep the existing API update wiring and picker options. Keep task-row navigation links separate from editable row controls. An operator can select either icon, open its picker, and choose a new task status or priority. ### Alternatives considered A task-page-only wrapper would duplicate control behavior. Moving the controls would also change the page layout. The shared components already own the picker behavior, so a shared trigger fix is smaller and more consistent. ### Roadmap alignment This is a focused board UI usability and accessibility fix. It does not duplicate a planned roadmap feature. ### Additional context The task page already passes change handlers to these shared components. This change makes that existing path interactive and accessible. ## What Changed - Added semantic button triggers for compact and labeled status controls. - Added semantic button triggers for compact and labeled priority controls. - Added accessible current-state labels and keyboard focus styles. - Separated issue-row navigation links from row controls to avoid nested interactive elements. - Added real popover interaction coverage and row semantics regressions. - Added task-page regression tests for update requests. ## Verification - Focused task-header and row suites passed with 131 tests. - The final row, inbox, and picker regression suites passed with 83 tests. - `pnpm --filter @paperclipai/ui exec tsc -b --force` passed. - `pnpm run typecheck:build-gaps` reproduced the CI typecheck before the fix. The forced UI build passed after the fix. - `pnpm check:token-gates` passed. - `pnpm -r typecheck` passed. - `pnpm build` passed. - `pnpm test:run` completed the server and UI partitions. One unrelated CLI AWS doctor assertion saw injected static AWS credentials and returned `warn` instead of `pass`. The exact test passed after those two environment variables were removed. - `git diff --check origin/master...HEAD` passed. - All latest-head GitHub checks passed, including both e2e shards. - Greptile passed at the required threshold with zero open review threads. ## Risks - The shared issue-row DOM now uses a full-area navigation link beside native action buttons. - Existing visual layout, pointer navigation, keyboard navigation, and action behavior remain covered by row, inbox, and list tests. - Read-only status and priority icon uses are unchanged. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with the `gpt-5` model. The runtime did not expose its context window size. The agent used reasoning, repository tools, code execution, and GitHub CLI integration. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-31 10:49:35 -07:00
Dotta Paperclip Claude Opus 4.8	b4a7a12985	feat: make recovery updates quieter (#10542 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The recovery subsystem restores work after an agent run stops or loses state > - Recovery notices currently use the same visual weight as normal work comments > - Recovery agents can also post long narratives that obscure the useful hand-off > - The server must identify recovery output because agents cannot set presentation controls > - This pull request adds compact recovery notices, structured action references, and brief recovery prompts > - The benefit is a quieter issue thread that still keeps recovery state inspectable ## Linked Issues or Issue Description Subsystem affected Cross-cutting: `server/`, `packages/shared`, and `packages/adapter-utils`. Problem or motivation Recovery notices and recovery-run comments can dominate an issue thread. Operators must scan routine recovery narration before they find the work hand-off. Proposed solution Give routine recovery output a compact system-notice presentation. Derive the presentation on the server so agents cannot hide arbitrary comments. Keep the successful missing-state summary fully visible because that comment is the recovery deliverable. Alternatives considered The UI could detect recovery text. That approach is fragile and does not provide structured action references. Agents could also set presentation directly, but that would weaken the current board-only security boundary. Roadmap alignment This change refines the completed “Self-healing runs & automatic recovery” and “Enforced Outcomes” roadmap areas. It does not add a competing roadmap capability. Additional context The scope covers shared comment validation, server recovery notices, agent-comment derivation, and recovery prompt text. No database migration is needed because presentation data already uses JSON. ## What Changed - Add the `compact` issue-comment presentation density to shared constants, types, and validation. - Give recovery escalation, waiting, and in-place notices compact titles and structured recovery-action metadata. - Use recovery-action metadata for notice deduplication, with the legacy text marker as a compatibility fallback. - Derive compact presentation for comments from recovery-scoped runs while preserving the board-only presentation boundary. - Keep successful missing-state recovery summaries fully visible. - Ask recovery participants to record outcomes in `resolutionNote` and keep source-issue comments brief. - Add shared, route, service, and prompt tests for the new behavior and exceptions. ## Verification - `pnpm -r typecheck` - Focused Vitest coverage: 320 tests passed across shared validators, adapter prompts, issue comments, recovery actions, and heartbeat recovery. - Full server phase: 292 files passed, 3,094 tests passed, and 2 tests skipped. - Full UI phase: 386 files passed and 3,182 tests passed. - `pnpm build` - Known master baseline: `cli/src/__tests__/secrets.test.ts` expects `pass`, but the current implementation returns `warn` when strict secret mode is disabled for Postgres. This branch does not change CLI secrets code. ## Risks - Low migration risk. The presentation column is JSON and needs no database migration. - Recovery-run detection depends on the persisted run context snapshot. - Structured metadata becomes the primary deduplication key. The existing body marker remains as a fallback for older comments. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with `gpt-5.6-sol`. The runtime did not expose the context-window size. The model used agentic reasoning, repository tools, code execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-31 09:55:01 -07:00
DottaandPaperclip	6a3cbe1c58	fix(ui): load the full selected timeline window (#9576 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The timeline page visualizes company activity across a selected date window > - The UI requested only the first paginated issue batch even when the selected zoom covered seven or thirty days > - A busy company could therefore render an incomplete timeline while the controls implied the full window was loaded > - The timeline query needs to exhaust the API pagination for the selected date range and combine each page without duplicating shared timeline records > - This pull request adds a paginated window loader, merges the returned timeline data, and covers the multi-page behavior with a regression test > - The benefit is that the visible timeline matches the selected zoom window instead of silently omitting later issues ## Linked Issues or Issue Description ### Pre-submission checklist - [x] I searched existing open and closed issues and pull requests; no matching report or implementation was found. - [x] I reproduced the behavior against the pre-change `master` implementation. - [x] I confirmed the error originates in Paperclip's core timeline UI, not an adapter, provider, or local configuration. ### What happened? Selecting the default seven-day timeline range loaded only the first API page (up to 500 issues). Companies with more activity therefore displayed incomplete data even though the controls showed the full selected window. ### Expected behavior The timeline should load all issue pages that fall within the selected date window. ### Steps to reproduce 1. Open the company timeline for a date range containing more than 500 issues. 2. Keep the default seven-day range or select another multi-day preset. 3. Observe that only the first page of issue-backed timeline data is shown. ### Paperclip version or commit Pre-change `master`. ### Deployment mode Local dev source build. The behavior is not adapter-specific and is independent of database mode and access context. ### Privacy checklist - [x] No logs, configuration, personally identifiable information, or user data are included. ## What Changed - Added pagination parameters to the timeline API client contract. - Added a timeline window loader that requests every issue page and deduplicates actors, spans, events, and edges while preserving pagination metadata. - Switched the timeline query to use the complete-window loader. - Added a regression test proving a 501-issue window loads both API pages and combines their records. - Preserved delegation events and edges when parent and child issues fall on different API pages, with a server regression test. ## Verification - `pnpm exec vitest run server/src/__tests__/work-timeline-service.test.ts ui/src/pages/Timeline.test.tsx` — 16 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check origin/master...HEAD` — passed. - Remote CI: build, typecheck, both e2e shards, canary, policy, security, every general/serialized test shard, and the aggregate `verify` gate passed on head `24784b28e9`. ## Risks - Low risk: the change is isolated to timeline data loading and has no schema or API endpoint changes. - Large date windows now make sequential requests for all issue pages, increasing request count for very active companies; the 500-item page size bounds each response. - Merged records rely on stable identifiers or composite event/edge keys; the regression test covers cross-page combination and deduplication behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.4 with reasoning, repository tool use, shell execution, and test execution. The runtime does not expose the exact context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-30 21:40:57 -07:00
DottaandPaperclip	7cfb655f60	fix(worktree): disable automatic database backups (#10520 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip creates isolated instances for linked git worktrees so development does not affect the primary instance > - Those instances inherited the source instance's automatic database-backup setting and also repaired older configs without overriding it > - As worktrees accumulated, each isolated instance could schedule its own backup stream, producing redundant backup churn for disposable database clones > - This pull request makes backup disablement an invariant of worktree config creation and repair > - The benefit is that automatic backups remain focused on the durable primary instance while isolated development instances stop accumulating redundant backup files ## Linked Issues or Issue Description No public GitHub issue exists for this bug, so the report is included here. The closest related open change is Refs #10266, which hardens where worktree config repair may write; this PR changes the backup policy applied by that repair and by worktree initialization. ### What happened? Isolated worktree instances copied `database.backup.enabled` from their source config. When the source instance enabled automatic backups (the normal default), every linked worktree also enabled a scheduled backup stream. Existing worktree configs kept that state during startup repair, so the redundant backups continued after the policy changed. ### Expected behavior Automatic database backups are disabled for isolated worktree instances created by `paperclipai worktree init` or `paperclipai worktree:make`, and legacy worktree configs are migrated to that policy during normal startup repair. The durable primary/default instance keeps its existing backup behavior. ### Steps to reproduce 1. Start from a Paperclip instance whose database backup setting is enabled. 2. Create or initialize a linked worktree with `paperclipai worktree init`. 3. Inspect the generated worktree config and environment. 4. Before this change, the config retained `database.backup.enabled: true` and the environment had no disabling override; after this change, the config is false and `PAPERCLIP_DB_BACKUP_ENABLED=false` is persisted. ### Paperclip version, deployment mode, and environment - Reproduced against `master` before commit `ea5e0a0269`. - Deployment mode: local trusted development with linked git worktrees and embedded PostgreSQL. - Environment: Node.js 22, pnpm workspace install. ## What Changed - Always generate isolated worktree configs with automatic backups disabled. - Persist `PAPERCLIP_DB_BACKUP_ENABLED=false` in generated worktree environments. - Repair existing isolated worktree configs and environments that still enable backups. - Add CLI and server regression coverage for creation and legacy repair paths. - Document the worktree-specific backup policy and primary-instance exception. ## Verification - `pnpm exec vitest run cli/src/__tests__/worktree.test.ts server/src/__tests__/worktree-config.test.ts` — 52 tests passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - All repository commands above were run with inherited worktree runtime identity variables removed. ## Risks - Low operational risk: the change is limited to explicitly isolated worktree instances. - Operators who intentionally relied on automatic backups of disposable worktree databases will now need to run a manual backup or explicitly manage those files outside the scheduled worktree runtime. - No schema, migration, API, UI, lockfile, or workflow changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5 (the runtime does not expose a more specific snapshot ID or context-window value), using reasoning, tool use, local code execution, and GitHub CLI integration. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-30 17:35:04 -07:00
DottaandPaperclip	a5d252d058	feat(skills): add confirmed inbox gardening workflow (#10462 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the Mine inbox to track work that needs their attention. > - Old terminal work can make that inbox difficult to review. > - Inbox cleanup must not change issues, branches, or workspaces. > - Operators also need to approve each cleanup set before Paperclip hides any item. > - This pull request adds a garden-inbox skill with scan, confirmation, and apply stages. > - The benefit is a safe and repeatable inbox cleanup workflow with an explicit undo path. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting. This change adds an agent skill that calls existing inbox, workspace, interaction, and archive APIs. ### Problem or motivation Old terminal inbox entries can hide current work. Manual cleanup is slow and can select the wrong entries. A single global result limit can also hide rows from a large inbox. ### Proposed solution Add a zero-dependency skill that classifies inbox rows, requests checkbox confirmation, and archives only accepted rows for the current user. Scan each relevant status separately, remove duplicate rows, and report partial coverage if a status reaches its result limit. ### Alternatives considered Automatic archive was rejected because it removes operator control. A report-only tool was rejected because it does not complete the cleanup workflow. ### Roadmap alignment This is an agent skill. It does not add a new core product capability or duplicate a planned roadmap item. ### Additional context The apply stage changes only per-user inbox visibility. It provides the archive API undo path for every successful item. A GitHub search found no separate duplicate implementation; this pull request is the existing result for the search terms. ## What Changed - Added the `garden-inbox` skill workflow and command reference. - Added a zero-dependency Node script with `scan`, `confirm`, and `apply` commands. - Added four exclusive classification buckets with machine-readable reasons. - Added per-status Mine scans, cross-status deduplication, and partial-coverage reports for capped status results. - Added chunked checkbox confirmations with deterministic idempotency keys. - Added strict accepted-option validation, per-item archive results, and undo instructions. - Added Node tests for classification, fail-safe inspection, accepted selections, tampering, JWT decoding, URL normalization, and capped scans. ## Verification - Passed `node --check .agents/skills/garden-inbox/scripts/garden-inbox.mjs`. - Passed `node --test .agents/skills/garden-inbox/scripts/garden-inbox.test.mjs`. - Passed `pnpm -r typecheck` with inherited Paperclip runtime identity variables removed. - Passed `pnpm build` with inherited Paperclip runtime identity variables removed. - Ran `pnpm test:run`: 3,241 tests passed and 1 test skipped. One unrelated current-base server integration assertion failed because it received `heartbeat.scheduling_suppressed` instead of `issue_commented` in `plugin-orchestration-apis.test.ts`. The exact test failed the same way on one focused rerun. This pull request changes only `.agents/skills/garden-inbox/**`. ## Risks - Low risk. The skill is opt-in and does not change server or UI behavior. - `scan` and `confirm` do not mutate issues. `apply` only updates per-user inbox archive visibility for accepted option IDs. - API or workspace inspection failures keep items out of the archive candidate set. - A status result at the configured limit produces a visible partial-coverage warning instead of claiming a complete scan. > 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. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.6-sol` through the Codex local adapter. The runtime did not expose the context window size. The model used high-reasoning coding, shell, API, and code-execution tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-30 16:36:46 -07:00
DottaandPaperclip	fcf66f3a91	feat(skills): add managed skill rename API (#9688 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Company skills are reusable capabilities that operators install, edit, assign, and materialize for agents. > - Managed local skills currently lack a safe backend operation for changing their display name and canonical slug/key together. > - Treating rename as an ordinary save can leave duplicate records, stale runtime materializations, or agent assignments pointing at the old key. > - This pull request adds a company-scoped managed-skill rename contract, service operation, and REST endpoint with focused authorization and activity logging. > - The benefit is an atomic-enough, recoverable rename path that keeps disk state, database identity, and agent skill assignments synchronized. ## Linked Issues or Issue Description - Refs #2121 - Problem: managed company skills need a dedicated rename operation rather than save-time duplication behavior. - Expected behavior: renaming a managed skill updates its name, slug, key, source directory, frontmatter, runtime materialization, and assigned-agent references while preserving version pins. ## What Changed - Added shared request/result types and Zod validation for managed skill rename requests. - Added `POST /api/companies/:companyId/skills/:skillId/rename` with `skills.edit` policy checks and `company.skill_renamed` activity logging. - Restricted renames to Paperclip-managed local skills and added slug, key, and target-directory conflict handling. - Moved the managed directory, rewrote only the `SKILL.md` frontmatter name, updated the database row, and rolled filesystem changes back when persistence fails. - Rewrote assigned agents' desired-skill keys while preserving pinned version IDs and removed stale runtime materialization. - Added focused route and service coverage for success, no-op, name-only changes, conflicts, unsupported sources, assignment rewrites, rollback-sensitive behavior, and runtime cleanup. - Rejected multiline rename names before they can inject extra `SKILL.md` frontmatter fields. ## Verification - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills-routes.test.ts` — 106 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. ## Risks - Filesystem and database updates cannot share one native transaction; the service stages filesystem changes and explicitly restores the original directory and markdown when the database transaction fails. - Renames intentionally reject catalog, remote, project-scanned, and unmanaged local skills to avoid changing identities owned by external sources. - No database migration is required; the endpoint updates existing company-skill and agent configuration fields. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent (exact underlying model ID and context-window size were not exposed to this runtime), with reasoning, repository tool use, code execution, and test execution. The rescued source commit also records assistance from Claude Opus 4.8. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-30 15:29:31 -07:00
DottaandPaperclip	efe8b3b707	feat(skills-catalog): add optional /simplified-english skill (#10410 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents draw writing behavior from installable skills in the shipped skills catalog (`packages/skills-catalog`) > - Agent-authored comments, plans, and documents are often wordy or ambiguous, which slows human readers > - A small, opt-in skill can set a clear house style for user-facing prose without touching agent code > - This pull request adds an optional `simplified-english` catalog skill that tells agents to write user-facing comments, plans, and documents in ASD-STE100 Simplified Technical English > - The benefit is shorter, unambiguous, one-meaning-per-sentence writing that readers understand on the first pass ## Linked Issues or Issue Description <!-- Feature request (no public GitHub issue). Described inline per CONTRIBUTING.md → "Link Issues or Describe Them In-PR". --> Problem or motivation Agent-authored user-facing text (issue comments, plans, documents) is frequently long-winded, uses inconsistent vocabulary, and packs multiple instructions into one sentence. Readers have to re-read it. There is no shared, installable house style for clear technical writing. Proposed solution Add an optional content skill, `simplified-english`, to the shipped catalog. It instructs agents to write user-facing comments, plans, and documents using only ASD-STE100 Simplified Technical English (short sentences, one instruction each, approved single-meaning words, active voice, present tense). Orgs opt in by installing it. Alternatives considered Baking the guidance into every agent's base instructions (too broad, not opt-in) or a bundled skill (would apply everywhere by default). An optional skill keeps it opt-in per org. Roadmap alignment Additive, opt-in catalog content only; no core behavior change. ## What Changed - Add `packages/skills-catalog/catalog/optional/content/simplified-english/SKILL.md` — a short optional skill instructing agents to write user-facing comments, plans, and documents in ASD-STE100 Simplified Technical English. Includes an "Approved words" section that identifies the controlled vocabulary (the ASD-STE100 Dictionary) and gives concrete house-choice substitutions. - Regenerate `packages/skills-catalog/generated/catalog.json` via `build:manifest` so the manifest includes the new skill. - Pin the new catalog key in `packages/skills-catalog/src/shipped-catalog.test.ts`. ## Verification - `pnpm --filter @paperclipai/skills-catalog build:manifest` → wrote manifest with the new skill. - `pnpm --filter @paperclipai/skills-catalog validate` → "Catalog manifest is valid". - `pnpm --filter @paperclipai/skills-catalog test` → the catalog set/count/key pinning tests pass with the new skill included. - Confirmed the generated entry: key `paperclipai/optional/content/simplified-english`, trustLevel `markdown_only`, description within the 300-char budget cap. ## Risks Low risk. Additive, markdown-only optional skill plus a regenerated manifest and a pinning-test update. No runtime code, migrations, or workflow changes. Not installed by default (`defaultInstall: false`). ## Model Used Claude Opus 4.8 (1M context), extended thinking, with tool use / code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-30 15:28:07 -07:00
Dotta Paperclip Claude Fable 5	c62fa8d6a0	docs(agents): add create-paperclip-bundled-skill agent skill (#10477 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents learn repeatable procedures through skills, and Paperclip ships a curated skills catalog in `packages/skills-catalog` > - People frequently send agents an idea, a tweet, or a task and ask for it to become a catalog skill > - Until now no written procedure existed for that flow, so each attempt rediscovered the catalog rules (frontmatter fields, `catalog-ref.json`, manifest regeneration, test expectations) > - This pull request adds a repo agent skill that documents the full find-or-make-and-publish procedure > - The benefit is that any agent can turn source material into a correct catalog pull request on the first pass ## Linked Issues or Issue Description No public issue exists. Feature description: agents that maintain this repository need a documented procedure to (a) research whether a requested skill already exists, (b) add it to the skills catalog as a local skill or a pinned external reference, (c) include worked examples, and (d) regenerate the manifest and open a pull request. This change adds that procedure as an agent skill. Related PR: #10410 (a catalog skill addition that this skill uses as its worked example). ## What Changed - Added `.agents/skills/create-paperclip-bundled-skill/SKILL.md`. It documents: source capture (tweet fetch via the `xc` CLI or delegation), a FIND-before-MAKE search order, kind/category/slug placement rules, the `catalog-ref.json` external-reference format, local `SKILL.md` authoring rules, `examples/` requirements, manifest regeneration, `shipped-catalog.test.ts` expectation updates, and the PR procedure. - Added `.agents/skills/create-paperclip-bundled-skill/examples/new-local-skill.md`. It is a worked example of the MAKE path, based on the simplified-english catalog skill (#10410). - Added `.agents/skills/create-paperclip-bundled-skill/examples/external-reference.md`. It is a worked example of the FIND path, based on the last30days external reference that ships in the catalog today. ## Verification - `pnpm --filter @paperclipai/skills-catalog test` — 20/20 tests pass. This suite scans `.agents/**/SKILL.md` frontmatter, so it validates the new skill's description budget. - All statements about the catalog builder were checked against `packages/skills-catalog/src/catalog-builder.ts` and the live artifacts (`catalog/optional/research/last30days/catalog-ref.json`, PR #10410). ## Risks - Low risk. The change adds three markdown files under `.agents/skills/`. No runtime code changes. ## Model Used - Claude Fable 5 (Anthropic, model ID `claude-fable-5`), agentic coding session with tool use (file edits, shell, test runs). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (branch name comes from the managed execution workspace and cannot be renamed) - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable (no code paths changed; existing frontmatter tests cover the new files) - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-07-30 07:40:33 -07:00
DottaandPaperclip	a6436126ce	feat(ui): add recency separators to task lists (#10454 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents and their work > - Project pages give operators a dense task list for understanding what has changed recently > - A purely chronological list makes the transition from fresh work to aging work difficult to scan > - The existing activity feed already uses a quiet labeled divider to communicate a recency boundary > - This pull request applies that familiar pattern to task lists at the one-day and one-week boundaries > - The benefit is faster age-based scanning without adding filters, badges, or repeated metadata to every row ## Linked Issues or Issue Description ### Subsystem affected `ui/` — React + Vite board UI. ### Problem or motivation Operators scanning a project task list cannot quickly see where recently created or updated work gives way to tasks that are more than a day or a week old. ### Proposed solution Insert subtle, accessible “Older than a day” and “Older than a week” separators when a task list is sorted newest-first by creation or update time. ### Alternatives considered Per-row age badges would repeat state and add noise; persistent age-based groups would interfere with the list's existing grouping controls. Lightweight boundary markers preserve the current ordering and interaction model. ### Roadmap alignment This is a tightly scoped board-UI polish change and does not duplicate a roadmap milestone. ### Additional context The visual treatment follows the existing activity-feed recency separator pattern. A public GitHub search found no duplicate or related open issue or pull request. ## What Changed - Added rolling one-day and one-week recency buckets for created/updated timestamps. - Rendered token-compliant, accessible separators only for newest-first date sorts and only when visible rows cross a boundary. - Traversed expanded nested rows in their exact visible order and emitted every crossed boundary when adjacent rows skip an age bucket. - Added component and helper coverage for sequential boundaries, skipped buckets, expanded nested rows, and the no-separator same-bucket case. ## Verification - `pnpm exec vitest run ui/src/components/IssuesList.test.tsx` — 42 tests passed. - `pnpm check:token-gates` — all token gates clean. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/ui build` — passed (with existing build warnings only). ## Risks - Low risk: the change is presentation-only and limited to list mode when sorting `created` or `updated` descending. - Boundaries use rolling 24-hour and 7-day windows rather than calendar-day boundaries, matching the age-based labels. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 family (the runtime did not expose a more specific model build or context-window size), with reasoning, repository tool use, code execution, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-29 18:04:36 -07:00
DottaandPaperclip	24aa2f516d	feat(ui): add animated paperclip page loaders (#10456 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work > - Operators regularly pass through full-page loading states while authentication and company context resolve > - Those states currently render as small bare text, which is easy to miss and does not reinforce Paperclip's visual identity > - A shared loading component gives these transitions one accessible, consistent representation > - This pull request introduces an animated paperclip loader and uses it at the existing full-page loading boundaries > - The benefit is a clearer, calmer loading experience with reduced-motion and screen-reader support ## Linked Issues or Issue Description ### Subsystem affected `ui/` — React + Vite board UI ### Problem or motivation Full-page authentication, access-gate, and company-context waits use small bare `Loading…` text that is visually weak and inconsistent. ### Proposed solution Use one large centered paperclip loader at those boundaries, drawing the SVG with `currentColor` so it follows the active theme. ### Alternatives considered Keeping text-only states or adding a generic spinner would preserve less of Paperclip's product identity and would continue duplicating loading markup. ### Roadmap alignment This is tightly scoped UI polish and does not duplicate a planned roadmap capability. ### Additional context Internal coordination task PAP-15760 requested this focused change. ## What Changed - Added `AnimatedPaperclipIcon`, a theme-aware SVG whose stroke draws in a loop. - Added `PaperclipLoading`, a large full-viewport centered loader with `role="status"` and an `sr-only` `Loading…` label. - Added a static fully drawn fallback under `prefers-reduced-motion: reduce`. - Replaced bare loading text in `CloudAccessGate`, the Auth session check, and three company-context redirects. - Used token-safe Tailwind utilities throughout the component. - Added focused coverage for the status semantics and the Auth layout height override. ## Verification - `pnpm check:token-gates` - `pnpm -C ui exec tsc -b` - `pnpm -C ui exec vitest run src/components/AnimatedPaperclipIcon.test.tsx` - `pnpm -C ui exec vitest run src/App.test.tsx src/App.cases-routing.test.tsx` — 8/8 tests passed - Visually checked light and dark loading states; the screenshot below shows both themes. ![Large centered paperclip loading state in light and dark themes](https://pages.paperclip.ing/pap-15760-loading-state/pap15760-loading.png) ## Risks - Low risk: this changes presentation only at existing loading branches. - Motion-sensitive users receive a static, fully drawn paperclip through the reduced-motion media query. - Screen readers retain a concise loading announcement through the status role and visually hidden label. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 (exact service build ID and context-window size are not exposed in this environment), with reasoning, repository inspection, shell tool use, code execution, and image 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 all deployment details available to this environment - [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 found none - [x] I have described the issue in-PR following the feature-request fields - [x] I included the task-mandated internal parent reference and no private instance URL - [x] I preserved the task-mandated existing branch name without renaming it - [x] I have run scoped tests locally and they pass - [x] I added focused component coverage for the new loading state - [x] No documentation update is required for this presentation-only change - [x] I have considered and documented the risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-29 17:58:50 -07:00
DottaandClaude Opus 4.8	2dca2df71f	docs: require Simplified Technical English for PR text (#10447 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Many contributors are AI agents, and they write the pull request text. > - PR descriptions vary in clarity, and long or ambiguous prose slows down review. > - Simplified Technical English (ASD-STE100) is a controlled language that makes technical text short, clear, and unambiguous. > - This pull request adds one line to `CONTRIBUTING.md` and one line to the pull request template. Both lines instruct the author to write PR text in Simplified Technical English (ASD-STE100). > - The benefit is clearer, faster-to-review pull request descriptions. ## Linked Issues or Issue Description No related GitHub issue exists. This is a small documentation change. It sets a writing-style rule for pull request text: authors must use Simplified Technical English (ASD-STE100). ## What Changed - Add one line to `CONTRIBUTING.md` (in "Writing a Good PR message") that requires Simplified Technical English (ASD-STE100). - Add one comment line to `.github/PULL_REQUEST_TEMPLATE.md` that gives the same instruction to PR authors. ## Verification - Read the two changed files. Confirm each new line is present and correct. - `git diff --stat origin/master` shows only the two files, with 4 inserted lines. ## Risks Low risk. The change is documentation only. It adds guidance text and does not change code or behavior. ## Model Used Claude Opus 4.8 (claude-opus-4-8), 1M context window, extended thinking, tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [ ] 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 4.8 (1M context) <noreply@anthropic.com>	2026-07-29 13:50:15 -05:00
DottaandPaperclip	1452d5f413	perf(ui): warm issue detail navigation (#10416 ) ## Thinking Path > - Paperclip is the open source control plane people use to coordinate AI-agent companies > - The board UI opens issue details from lists, quicklooks, and the inbox > - Those navigation paths already have enough issue data to paint the header immediately, but the comment feed still waits for its first request > - That delay makes repeat navigation feel cold and can briefly show an empty thread before comments arrive > - This pull request centralizes the comment page shape, prefetches issue detail plus the first comment page, and renders a reserved skeleton while an uncached page is loading > - The benefit is faster, stable warm navigation without coupling this change to the separate aggregate issue-detail API work ## Linked Issues or Issue Description - Subsystem affected: `ui/` — React + Vite board UI - Problem or motivation: Opening an issue from an already-loaded list still waits for the first comments request and may flash the empty-thread state, making warm navigation feel slower than necessary. - Proposed solution: Prefetch the issue-detail snapshot and first comments page from every issue navigation entry point, reuse one page-size constant for prefetch and render queries, and show the existing chat skeleton until the uncached initial page resolves. - Alternatives considered: Relying only on detail-query prefetch leaves comments cold; bundling this with the aggregate issue-detail endpoint would make the UI improvement harder to review and land independently. - Roadmap alignment: `ROADMAP.md` has no overlapping issue-navigation initiative. This is a focused board responsiveness improvement. - Related pull requests: #10409 establishes the issue-detail performance baseline; #10414 reduces server-side issue-detail request overhead. ## What Changed - Added one shared issue-comment page-size constant used by rendering and prefetching. - Added first-page comment prefetching and a combined navigation prefetch helper. - Wired quicklook, issue-list keyboard navigation, and inbox navigation to warm both caches. - Kept the existing chat skeleton visible while the first uncached comment page loads. - Added focused cache behavior tests for comment and combined navigation prefetching. ## Verification - `vitest run ui/src/lib/prefetchIssueComments.test.ts` — 3 tests passed. - `tsc -b ui` — passed. - `pnpm check:token-gates` — passed. ## Risks - Low risk: this adds background prefetch requests on intentional issue navigation/hover paths. React Query stale-time deduplication prevents repeat requests while the cache is fresh. - The change intentionally remains independent of the separate aggregate `getView` work and composes with it through the same query keys. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent, exact model `gpt-5.6-sol`; context-window size was not exposed; reasoning mode with repository tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-29 13:37:22 -05:00
DottaandPaperclip	170c1e5adb	fix(claude-local): trust Paperclip URLs in allowlist sandbox (#10438 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Local adapters can confine agent processes with filesystem and network sandbox policies > - Allowlist confinement must still let an agent reach Paperclip's own control plane and managed MCP servers > - The Codex local adapter already marks those runtime-owned endpoints as trusted, but the Claude local adapter did not > - As a result, allowlisted Claude runs could not call their own Paperclip API unless operators duplicated runtime URLs manually > - This pull request mirrors the trusted-URL wiring in the Claude local adapter and adds a regression test at the process-execution boundary > - The benefit is that confined Claude agents retain their required control-plane access without broadening the operator-managed network allowlist ## Linked Issues or Issue Description Refs #447 No exact public issue was found. The underlying bug is: - Observed: with `claude_local` configured for local-process `networkScope: "allowlist"`, the sandbox options omitted the runtime-owned Paperclip API and MCP server URLs. Requests to those endpoints could therefore be denied by confinement. - Expected: Paperclip's own API URL and managed MCP server URLs are passed as trusted sandbox targets, matching `codex_local` behavior. - Steps to reproduce: configure a local Claude agent with allowlist network confinement, omit the runtime Paperclip API URL from the operator allowlist, and have the agent call its injected `PAPERCLIP_API_URL`. - Version: `ca92f727c5` (`origin/master` at branch creation). - Deployment mode: local-process sandbox confinement in a local deployment. ## What Changed - Added the injected Paperclip API URL and runtime MCP server URLs to `claude_local` sandbox `networkTrustedUrls`, filtering empty values. - Added a unit test proving allowlist sandbox construction trusts `PAPERCLIP_API_URL`. ## Verification - `pnpm exec vitest run packages/adapters/claude-local/src/server/execute.acp-fallback.test.ts` - `pnpm --filter @paperclipai/adapter-claude-local typecheck` ## Risks - Low risk. The change only affects confined local Claude processes and trusts runtime-owned endpoints already injected by Paperclip. - Operator-configured `networkAllowlist` behavior is unchanged; the added URLs use the sandbox's separate trusted-target path. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5 (exact serving snapshot and context-window size are not exposed), with reasoning, repository inspection, shell tool use, code editing, 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 (not applicable: behavior parity fix with no user-facing configuration change) - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-29 13:23:09 -05:00
DottaandPaperclip	487e33b8b6	fix(codex-local): resolve GPT-5.6 model metadata at source (#9780 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work > - The `codex_local` adapter runs OpenAI's Codex CLI through direct CLI and ACP execution lanes > - The adapter defaulted to the bare `gpt-5.6` alias while the bundled ACP Codex version lacked GPT-5.6-family metadata > - Default and legacy-configured runs therefore emitted fallback-metadata warnings and could use generic context limits > - This pull request upgrades the bundled Codex ACP dependency, selects the concrete `gpt-5.6-sol` model, and normalizes the legacy alias in both execution lanes > - The benefit is correct model metadata without hiding genuine stderr or transcript warnings ## Linked Issues or Issue Description Related public PRs: Refs #9342, Refs #9352, and Refs #9382. This PR is narrower: it upgrades bundled Codex metadata and normalizes the legacy bare alias in both execution lanes. Bug report ### What happened Default `codex_local` runs, and agents still configured with the bare `gpt-5.6` model, print a model-metadata fallback warning and use generic context-window limits. Root cause: the ACP lane bundled a Codex release predating GPT-5.6-family metadata, while Paperclip's default and advertised model used the bare `gpt-5.6` alias for which Codex publishes no metadata. ### Expected behavior A default Codex run resolves to a concrete model slug with published metadata and does not emit a fallback-metadata warning. ### Deployment mode Self-hosted/local `codex_local` adapter. ## What Changed - Upgraded `@agentclientprotocol/codex-acp` from `^1.1.0` to `^1.1.4` - Changed `DEFAULT_CODEX_LOCAL_MODEL` from `gpt-5.6` to `gpt-5.6-sol` - Removed the bare alias from advertised models and listed concrete GPT-5.6 Fast-mode variants - Added `normalizeCodexModel()` and applied it in both CLI and ACP execution lanes - Updated adapter docs, Storybook fixtures, and regression tests - Preserved warning visibility; no stderr, transcript, or log filtering changed ## Verification - `pnpm --filter @paperclipai/adapter-codex-local typecheck` - `pnpm check:token-gates` - `cd packages/adapters/codex-local && pnpm exec vitest run` — 205 tests passed - `cd server && pnpm exec vitest run src/__tests__/adapter-models.test.ts` — 17 tests passed - Confirmed the PR diff excludes `pnpm-lock.yaml` and `.github/workflows/**` as required by repository policy - Confirmed `.github/workflows/pr.yml` regenerates and uploads the PR lockfile artifact before downstream `pnpm install --frozen-lockfile` steps ## Risks Low risk. The behavior change is scoped to `codex_local` model selection. Existing concrete model IDs pass through unchanged; only the legacy bare `gpt-5.6` alias is rewritten. Dependency resolution may select a newer compatible `codex-acp` release within the declared range, so CI remains the final compatibility gate. > 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 - Original implementation: Anthropic Claude Opus 4.8 (`claude-opus-4-8`, 1M context, tool use and code execution) - Conflict resolution and PR preparation: OpenAI GPT-5.5 (`gpt-5.5`, Codex CLI coding agent, high-reasoning tool use and code execution; host-managed 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — branch name is fixed by the assigned execution workspace and cannot be renamed in-place - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-28 16:15:08 -05:00
DottaandPaperclip	1cd09ed555	perf(heartbeat): reuse task sessions for issue-scoped timer wakes and bound control-plane write retries (#10350 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents make progress in heartbeats: the server wakes an agent session, it does a slice of work on an issue, records a disposition, and exits > - Benchmarking identical coding tasks run as Paperclip-orchestrated agent pairs vs invoking the same agent harness directly measured a 1.8–2.2× wall-clock slowdown for the Paperclip pairs, dominated by per-heartbeat orchestration overhead rather than model time > - Two contributors stood out: (1) since PF-4 (#4838) every `heartbeat_timer` wake starts a brand-new task session, so continuation work on a specific issue repays the full session-start and re-orientation cost on every heartbeat; (2) in degraded environments agents burn many tool calls retrying the same failing control-plane write before giving up > - This pull request reuses the task session for issue-scoped timer wakes (keeping the PF-4 fresh-session rule only for unscoped exploratory wakes, which were the original context-bloat case) and adds a bounded-retry rule to the wake prompt and core skill: after 2 consecutive failures of the same control-plane write, stop retrying it for the rest of the heartbeat and rely on the adapter/runtime status channel > - The benefit is materially less wall-clock and token overhead per heartbeat while preserving the context-bloat protection PF-4 was added for ## Linked Issues or Issue Description Refs #4838 (merged PF-4 change whose reset rule this refines), Refs #5287, Refs #1907 (related timer-heartbeat session work). No public GitHub issue exists for the slowdown itself; bug-report fields: - What happened: Agent pairs orchestrated through Paperclip heartbeats complete identical task sets 1.8–2.2× slower (wall-clock) than the same harness invoked directly. Profiling attributed the gap to per-heartbeat orchestration overhead: every timer wake discards the task session (full session start + re-orientation), and in degraded environments agents repeatedly retry the same failing control-plane write. - Expected behavior: Heartbeat orchestration should add minimal wall-clock overhead on top of the underlying harness; issue-scoped continuation work should not pay a fresh-session tax each interval. - Steps to reproduce: Run a fixed benchmark task set once through Paperclip issue heartbeats and once via direct harness invocation with the same model/config; compare wall-clock totals. - Version/commit: master @ `3d23c3b2c3`, self-hosted deployment. ## What Changed - `server/src/services/heartbeat.ts`: `shouldResetTaskSessionForWake` now resets only for `heartbeat_timer` wakes with no derivable task key (unscoped exploratory wakes). Issue-scoped timer wakes reuse the issue's task session. `describeSessionResetReason` updated to stay in exact agreement. - `server/src/__tests__/heartbeat-timer-wake-session-reset-pf4.test.ts`: new cases for scoped vs unscoped timer wakes, plus the scoped case added to the reset/reason agreement invariant. - `packages/adapter-utils/src/server-utils.ts`: wake prompt template and execution contract gain a bounded-retry rule — after 2 consecutive failures of the same control-plane write, stop retrying it for the rest of the heartbeat, continue useful work, report the failure in the final response, and use the adapter/runtime status channel as the sanctioned fallback. - `packages/adapter-utils/src/server-utils.test.ts`: asserts the new prompt lines are present in both the template and the rendered wake prompt. - `skills/paperclip/SKILL.md`: documents the same bounded write-retry rule in the core Paperclip skill. ## Verification - `node_modules/.bin/vitest run packages/adapter-utils/src/server-utils.test.ts` — 1 file, 83 tests passed - `cd server && node_modules/.bin/vitest run src/__tests__/heartbeat-timer-wake-session-reset-pf4.test.ts` — 1 file, 14 tests passed - Both run on this branch rebased onto current master (`3d23c3b2c3`) ## Risks - Behavioral shift: issue-scoped timer wakes now reuse sessions, so a long-lived issue session can grow across heartbeats. Mitigated by keeping the PF-4 reset for unscoped wakes (the originally observed bloat case) and by existing session compaction. - Prompt/skill text changes alter agent guidance; the new rule is scoped narrowly to repeated failures of the same control-plane write. - No migrations, no API or schema changes, no dependency changes. ## Model Used - Claude (Anthropic) — `claude-fable-5` (Fable 5), extended reasoning with tool use, driven via Claude Code / Claude Agent SDK. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-27 22:01:29 -05:00