Commit Graph
384 Commits
Author SHA1 Message Date
976cdc77ed fix(recovery): expose settled holds and their preserved decisions (#16169)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task recovery preserves work when execution or tool outcomes are
uncertain.
> - Automatic recovery can settle its record while keeping replay
blocked.
> - The recovery-actions API omitted those records unless they held
workspace files.
> - Operators and agent tools could therefore see an empty recovery
history for a task that still had an execution hold.
> - This pull request lists those holds and shows their matching
decision in the existing stopped-run notice.
> - Existing stop verification, continuation, and file repair gates
remain in force.

## Linked Issues or Issue Description

**What happened?**

A cancelled or failed task can retain a settled recovery record with
`automaticRecovery.replay: blocked`. The task remains held, but the
recovery-actions API returns no action. The board notice also lacks that
record's decision.

**Expected behavior**

List settled execution holds that still block replay. Let an authorized
board user inspect the current action and run in Recovery details.
Preserve the existing guarded continuation and required-file repair
paths.

**Steps to reproduce**

1. Stop a run whose outcome requires inspection.
2. Let automatic recovery settle its record with replay blocked.
3. Read the task's recovery actions and open its stopped-run notice.
4. Before this change, the action list is empty unless workspace
recovery is required.

**Paperclip version or commit**

This PR includes current master through `66424362a85`.

**Deployment mode**

Authenticated and local deployments with persisted execution recovery
holds.

The original API correction and route regression are by Tao Xie
(@TaoXieSZ). This update preserves those commits and adds the board
inspection path, current documentation, and regression coverage.

Related: #14840 describes controller lease loss. This change exposes
recovery records; it does not change controller lease renewal.

## What Changed

- Include settled execution reconciliation holds with replay blocked in
the company-scoped recovery-actions response.
- Read the matching action from the existing stopped-run notice. Show
its decision under Recovery details, including when active recovery is
empty.
- Reject mismatched historical records in the notice. Bind history to
the current action/run and refresh visible decisions every five seconds.
Keep history read errors visible beside the current guidance.
- Preserve existing run inspection, new-message continuation, and
required-file repair controls. No new reconciliation form is added.
- Update the execution documentation and both recovery capability maps.

## Verification

- Recovery route suite with real embedded PostgreSQL: 80 passed, none
skipped.
- Notice and retry-client suites: 36 passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm check:token-gates`: passed.
- `node scripts/check-maps.mjs`: passed. This checks structure only.
- `git diff --check`: passed.
- Full `pnpm test:run` was started. It is not yet a full local pass.
Initial database tests were affected by missing packaged macOS library
aliases; the aliases were restored in this worktree's dependencies, and
the complete recovery route suite then passed.
- All CI checks passed on `09e4461e4d3a0960a4dc8bc270a2a10c628bf524`,
including the full test matrix, typecheck, build and browser checks.
Optional Storybook jobs were skipped.
- Apex: 5/5 on the same head. Both review threads are resolved; the
reviewer confirmed the existing guarded continuation design.

## Risks

- The API response now includes settled records that still block replay.
Consumers must distinguish a settled record from permission to continue.
- Recovery history is supplemental. A failed history read keeps the
current blocker and guidance visible.
- The UI binds the decision to both the current action and run. It does
not certify tool outcomes or grant execution authority.
- No schema, dependency, telemetry, or runtime admission changes.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution, assisted with the board inspection and verification
follow-up. The exact serving snapshot ID and context window size are not
exposed in this session. The original API work is retained from Tao
Xie's contribution.

## Checklist

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

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 17:32:35 -07:00
DottaandPaperclip 5c7a025032 fix(ui): clear consumed messages from the pending queue (#16317)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations keep follow-up messages pending while an agent
works.
> - The screen combines optimistic sends, queue snapshots, and run input
records.
> - A late send response can restore a local queue flag after a run
takes the message.
> - A stale queue snapshot can then keep the same message in pending.
> - This pull request matches the input record to its source queue and
clears stale pending flags.
> - The benefit is that consumed messages leave pending while unsent
messages stay visible.

## Linked Issues or Issue Description

**What happened?**

A follow-up can remain in the task composer's pending row after a run
takes it as input. Local queue state can outlive the send request. The
old projection cleared that state for steering, but not for ordinary
run-start input. A stale queue read can also retain the consumed entry.

**Expected behavior**

A message that a started run takes as input appears once in history and
leaves pending. Other pending messages remain available. A message
assigned to a run that has not started remains pending.

**Steps to reproduce**

1. Send a follow-up while a task has a live run.
2. Let a started run record that message as input before or after the
send response arrives.
3. Let a queue read still include the consumed message.
4. Observe the message remain pending on the base revision.

**Paperclip version or commit**

Reproduced against master at `33d24e48ad` with controlled request
ordering.

**Deployment mode**

Source checkout. Browser verification used the production task screen
with a simulated native runner and delayed API responses. It did not run
a live model or change a deployed instance.

Related: [PR
#15030](https://github.com/paperclipai/paperclip/pull/15030) addresses
acknowledgement matching in the runner console. This change addresses
the task-detail composer and does not modify that console.

## What Changed

- Clear local pending flags when a started run records the comment as
input.
- Use live-run input IDs while the run-history query catches up.
- Match stale queue entries by their primary or coalesced source wake
ID, even when the snapshot targets the previous run or has no target.
- Retain coalesced source queue IDs in run context and include receipt
IDs in compact task run reads.
- Keep unstarted run inputs and authoritative retries pending. Cover
send ordering, same-run and successor delivery, queued snapshots,
coalesced inputs, and retry consumption.
- Add the delivery-race checks to the steering feature map.

## Verification

- Before the fix, the first four request-order regressions failed with
the consumed message still in pending. Coverage now includes 16
combinations of receipt source, send-response order, and stale snapshot
kind.
- Focused UI checks: 5 files and 233 tests passed. These cover task
detail, queue projection, optimistic comments, queued-message controls,
and the task-chat adapter.
- `pnpm -r typecheck` passed.
- Server receipt checks: 5 files and 139 tests passed with
`PAPERCLIP_TEST_POSTGRES_TEMPLATE=0`. These exercise real database
reads, coalesced heartbeat input, and polling routes. The default
cached-template path timed out during setup on this host; the
fresh-cluster path passed without longer timeouts.
- Token gates and `node scripts/check-maps.mjs` passed.
- Browser: sent a follow-up with a delayed response in the production
task screen. The consumed message moved into history. A second unsent
follow-up stayed queued. Reload preserved both states. The API and
runner were simulated.
- `pnpm build` passed.
- The full local repository test run was started, then stopped to
isolate database setup timeouts. All 55 GitHub CI checks passed on
`4ec6820cf1f89880b801fd5f938d72f54591c5e2`, including the full test
matrix. One serialized server shard passed on its single rerun after a
15-second route-test timeout; the same 97-test route suite also passed
locally.
- Greptile reviewed the final head at 5/5. All review threads are
resolved.

## Risks

- Queue display depends on matching comment IDs, source queue IDs, and a
recorded start time. Rows without start evidence stay pending. Newer
queues remain visible until their own input receipt arrives.
- Run context gains additive receipt metadata. No schema migration is
required. Dispatch order, stored queue state, company access, and
steering authority stay unchanged.
- Browser evidence covers controlled response ordering. It does not
establish deployment or live-provider behavior.

## Model Used

- OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The
exact serving model ID and context-window limit are not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 16:11:29 -05:00
DottaandPaperclip adb69e8f09 feat: default new Codex agents to Paperclip Runner on Linux and macOS (#15683)
## Thinking Path

> - Paperclip is the open source control plane for agent companies.
> - People choose a harness when creating an agent.
> - The server should resolve that harness to a qualified runner.
> - Codex is the first harness in the staged default rollout.
> - Saved agents must retain their execution choices.
> - New Codex agents therefore use Paperclip Runner on qualified
macOS/Linux targets, with an explicit Legacy override.

## Linked Issues or Issue Description

Refs #16028, #15555, #15673, #15422, #15631, #15926, #15932, #16149.

The runtime/install prerequisite and release repair are merged. This
slice owns Codex creation, setup, configuration and preservation. Other
harness defaults remain unchanged. It adds no database migration;
incoming master migrations, required maps and regression coverage are
retained.

## What Changed

- Resolve `runner: auto | paperclip | legacy` at the common creation
boundary across onboarding, API/CLI, hires, built-ins, plugins and
imports. Freeze pending hires and export resolved execution choices.
- Preserve existing runners on upgrades, unrelated edits and import
updates, including compatible accounts, workspace settings, Codex effort
and intentional clears.
- Use the underlying harness picker and branding; put the runner
override in Advanced. Use the shared dropdown and update
production-component stories and creation contracts.
- Support qualified Apple Silicon, Intel Mac, Linux x64 and Linux ARM64.
Linux requires GNU libc 2.39+. Disabled, external, unsupported and
unqualified combinations retain their applicable Legacy execution.
- Test the selected runtime/account/model/environment. Ordinary Connect
probes eligible immutable managed targets and refreshes scoped
discovery. Creation/discovery do not provision. Auth, dependency,
incompatible-setting and cleanup failures remain actionable without
changing runners.
- Keep setup probes read-only, preserve local/SSH isolation and resolve
packaged assets before staging credentials. Bound cleanup reads by the
remaining absolute deadline; physically close every owned ingress socket
before endpoint release. Unconfirmed cleanup retains recovery state.
- Preserve validated completed-onboarding callbacks through startup
recovery. First file-producing work belongs to the child task and uses
the existing dependency/block handoff and task-scoped registration.
- Reuse existing E2E fixtures, artifact checks, reporting and controls.
Keep Docker/Cargo/native compilation remote. Paperclip tarballs contain
no Codex payloads; official optional npm platform dependencies remain.

## Verification

Current tested head: `1c03a8815672d82c264a9b08d4ea1984e8fae107`.
**Merge-ready: required CI, fresh review, package qualification, Mac
core acceptance and Test task/follow-up acceptance pass.** The existing
attachment and native-continuity oracles independently verify both Test
downloads, run attribution and unchanged native/provider/workspace
identities. The maintainer authorized a code-owner-review exception for
this PR only. The first Test setup failure and normal Board
completion-review friction are retained below. Actual post-merge
packages and private Cloud distribution remain separate qualification
gates.

- [Current
CI](https://github.com/paperclipai/paperclip/actions/runs/38564241625):
all 48 ordinary jobs and required verify/E2E pass. Attempt 1 retained
six simultaneous host-shutdown cancellations. One failed-only retry
passes those six lanes and two aggregates, preserving 40 successes.
Actual integration checkout `53104c1` combines this head with master
`c80`; it is not relabeled as the branch tree. Fresh exact-head Greptile
5/5, 30 resolved threads, no actionable findings.
- [Exact-source package
qualification](https://github.com/paperclipai/paperclip/actions/runs/38565287239):
nine applicable jobs pass, nine conditional jobs skip. Four remote
native producers; Linux x64 clean install; Intel Mac, Apple Silicon and
Linux ARM64 native startup/physical cleanup controls. All 18
tarballs/four daemon source/hash/manifest bindings and 343 migrations
through 0344 verify. No Codex payload is packed. These hosted tarballs
are not a published npm canary.
- Normal Apple Silicon installation and credential-free native
startup/cleanup pass using the packaged daemon, with no source build or
provider turn. Fresh installed DB initialization passes. Upgrade
651a→1c03 preserves all three complete execution configs, accounts, ten
recorded run profiles, paused budgets, active incidents, cost summaries
and two historical unpriced events. Historical recovery state is
retained.
- Cleanup regressions: four delayed-read baseline failures become 15
passing deadline/authority controls. No-acknowledgement and prior-error
socket ownership regressions become 12 passing controls. Direct
runtime/server types, maps: 35 areas / 176 IDs, diff checks and
independent reviews pass. Permission/auth/reconnect policy and the
10-second setup budget remain intact.
- Existing source coverage includes creation/selection/imports, pending
approvals, recovery, account/lifecycle handling, mounted forms,
dropdowns and E2E support. Full typechecks/tests/build/token and
applicable Storybook checks pass in the recorded current CI; no
duplicate suite or weakened grader.
- Literal 9546 live Mac proof: ordinary Auto Codex onboarding, useful
document, real completed-child callback/reply, seven successful native
runs, manual follow-up and independently downloaded1,101-byte child
file. Existing Legacy title edit/reload preserves execution; two real
Legacy runs produce independently checked15/34-byte files. These remain
historical source records.
- Current literal 1c03 Mac core acceptance passes independent checks:
ordinary Auto native Codex onboarding without runner override; only
timeout 180 seconds/concurrency 1 saved; six successful native runs and
six serialized turns (maximum overlap 1); both same-task continuity
checks and five mechanical callback checks; actual rendered parent reply
and exact child downloads. The useful handoff advances from revision 1
to 2. Both files are 48 bytes, SHA-256
`8b742bd4e8123a7c078f0a8d9f3449fbfa8a320d7d90be641a2818db3c53d92c` and
`f42db9774fa06e804ab7d596fc8b922a2b638921c418b87d0111151d290a6afe`;
exactly one byte changes and old history remains. The agent is paused
with zero active runs/errors. Both artifact work products have
`isPrimary=false`, and descriptive titles fail a stricter title-helper
assumption; these retained results are scoped editorial follow-up, not
new merge gates. Six source-bound screenshots are uploaded and verified
in the private primary QA report.
- [Literal 9546 managed
proof](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-38485488621-1/index.html):
original 19 assertions and completed judge pass, four native turns,
child-bound240-byte file and session/workspace continuity. Checkout
reports a verified generated target-lock mutation; full final porcelain
was not retained. Signed execution-image identity remains separate from
Core source.
- Actual 651a Test deployment succeeds on one owned/pinned target. One
ordinary Auto API-key Connect then fails native cleanup before hire.
Controller turn/drain/suspend completion and service-recorded
environment cleanup are observed; they do not certify physical deletion
or native authority retirement. Failure/recovery/unknown holds are
retained. No Legacy switch or unchanged paid retry. The two source
repairs above require actual treatment.
- [Current immutable Core
preview](https://github.com/paperclipai/paperclip/actions/runs/38570365725)
and matching DB/shared artifacts pass. One owned, pinned Test target
serves exact `1c03`; identical migration history correctly skips the
migrator. Ordinary Auto Codex Connect succeeds and hires native; saved
native selection and QA bounds survive reload. The initial child
preparation attempt fails before provider work, with actual stdout
identifying `renewal_deadline`; its trigger remains unknown and the
failure is retained. Normal Board **Try again** and **Resume** recover
the child to Done, producing a browser-verified 44-byte file, SHA-256
`0a8458b1efcc2d7a0d815689458c4caab039a46c7c7a3e5805de6bc8b1a96ecc`. The
actual parent callback reports the completed child document/file. The
existing validator requires a parent-owned attachment, so recovery
enters normal Review; after byte checking, normal **Approve completion**
reaches parent Done. No forced status or duplicate parent file is used.
The validator is unchanged from integrated and current master.
Autonomous initial callback-to-Done is not proven. The same-child
follow-up completes document revision 2 and publishes a second
independently downloaded 44-byte file, SHA-256
`22022257300fae762784632d08d3bbe0bab61e2ce81f91864a14dcd7aa464591`; only
the revision digit changes. The unchanged existing native-continuity and
attachment oracles pass. All ten recorded runs are terminal: nine native
successes and the retained pre-provider setup failure. The QA agent is
paused with zero active runs. The pre-existing parent evidence scope
mismatch is a separate follow-up, with ordinary completion review
exercised rather than a forced status or relaxed validation. This
unsigned Core preview remains distinct from post-merge private Cloud
composition.

## Risks

- Saved agents are not migrated. Explicit runner changes use normal
configuration/session rules; historical runs retain their recorded
execution.
- Native readiness depends on verified assets and server-owned target
qualification. A Legacy probe, HTTP200 or successful account save cannot
prove native readiness.
- Recovery exceptions remain restricted to validated
completed-onboarding reports; process-loss, ownership and terminal-state
safeguards remain active. Unexecuted live journeys stay open.
- Linux ARM paid tasks, Windows, Alpine and 32-bit ARM remain deferred.
Cold Cargo cache misses are recorded; no warm-cache speedup is claimed.
- Historical invoices/physical cleanup remain unconfirmed and held.
After merge, exact published npm canary, signed standard image/migrator,
private composition and serving/live acceptance still require
qualification. Production deployment/default promotion is not
authorized.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tools, code execution and
parallel agents. Exact serving snapshot and context-window size are 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 available 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 linked public issues or PRs above
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run the stated focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green on the current candidate
- [x] Greptile is 5/5 with no open findings on the current candidate
- [x] I will address all reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 11:33:02 -05:00
DottaandPaperclip ebeac833a6 perf(runs): bound history and reduce repeated context reads (#16286)
## Thinking Path

> - Paperclip helps operators manage AI agents and inspect their work.
> - Run history supplies recent execution records to the board and API
clients.
> - The list repeats eight reads of a large stored JSON context.
> - A caller can also omit the limit and read the complete history.
> - This pull request expands context fields once and bounds every list
read.
> - The benefit is lower database cost and bounded redaction work.

## Linked Issues or Issue Description

Refs #958. Related community reports: #13962 and #10631. This is an
independent implementation. It does not use their commits or code. It
covers the history bounds reported in both. Process memory monitoring
from #10631 is outside this change.

**What happened?**

The run-history query repeatedly extracts fields from large context
JSON. Requests without a limit also load every historical run before
authorization and redaction. Accumulated staging query statistics showed
271 ms for summary history and another 58 ms for its redaction lookup.

**What did you expect to happen?**

Normal reads must use a bounded recent history. Context projection must
preserve the existing values and privacy behavior with less repeated
database work.

**Steps to reproduce**

Run the disposable benchmark below against the baseline revision. It
creates 1,400 synthetic runs with 192 KiB contexts. It compares the
exact service SQL and every returned column for both summary and full
history.

## What Changed

- Expand context fields with one lateral record projection. Preserve
non-object legacy contexts and the first-class issue binding.
- Enforce a 200-row default and a 1,000-row maximum in the route and
service.
- Apply the default in the shared UI client, including both agent detail
implementations.
- Preserve response arrays, authorization, result projection and secret
redaction.
- Fetch older linked runs by ID in both agent pages. Check company and
agent scope, navigation races and visible retry errors.
- Update OpenAPI, data-path documentation and capability maps.
- Add real PostgreSQL and HTTP regressions plus a reproducible
benchmark.

## Verification

- Local benchmark: summary history 37.72 ms to 19.34 ms; full history
37.84 ms to 19.01 ms. All 200 complete positional rows match in each
comparison. These are synthetic local SQL timings, excluding HTTP and
redaction.
- History, route, privacy and redaction suites: 160 server tests passed
across six files. Twenty-two UI API, selection, run-panel and
log-visibility tests passed. Both agent-page variants render an older
linked run with an empty history page on desktop and mobile.
- `pnpm -r typecheck` and `pnpm build` passed.
- Map validation and `git diff --check` passed.
- All current-head CI and security checks passed, including the full
general and serialized suites, browser shards, Runner verification and
build. Greptile reviewed the exact commit at 5/5 with no remaining
findings.
- The full local sweep began before the final compatibility fixes. It
was stopped after the final commits passed complete CI. The focused
local suites listed above passed on the final code. Before interruption,
the broader local sweep passed 31,743 tests across the general server,
UI and several package groups, with no reported failures. The full local
command is not claimed as a completed pass.

```sh
pnpm --filter @paperclipai/server exec vitest run src/services/heartbeat/run-state.test.ts src/__tests__/heartbeat-list.test.ts src/__tests__/agent-live-run-routes.test.ts src/__tests__/run-secret-redaction.test.ts src/__tests__/heartbeat-run-privacy-routes.test.ts
pnpm --filter @paperclipai/ui exec vitest run src/api/heartbeats.test.ts
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-run-history.ts --baseline-ref=1e731520bb
```

## Risks

- Clients that relied on an unbounded array now receive 200 rows by
default. Explicit limits allow up to 1,000. This change does not add
pagination.
- Legacy context conversion must stay identical. Real database
regressions cover null, array, scalar, nested values and native issue
precedence.
- No schema migration or persistent cache is introduced. Redaction and
access checks remain active.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, shell
tools and local code execution. The runtime does not expose a more
specific backend 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>
2026-10-14 10:14:41 -05:00
DottaandPaperclip df4ee06e2f feat(skills): select and validate tracked GitHub branches (#16288)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Skills can track a branch in an authorized GitHub repository.
> - Sources previously offered only a default-branch repair action.
> - People need to select a listed branch or enter a branch that GitHub
has not listed.
> - The server must validate the selected ref with the caller's
authorized connection.
> - This pull request connects the approved branch picker to production
APIs.
> - Installed skills remain usable while the source changes its tracked
ref.

## Linked Issues or Issue Description

**Subsystem affected**

Skills UI, shared API contracts, GitHub source services, and agent API
discovery.

**Problem or motivation**

The default-branch repair action does not let people choose another
branch. The settings service also validates the old ref when a caller
supplies a new ref other than HEAD. A missing tracked branch can prevent
connection repair even when the selected account has repository access.

**Proposed solution**

Load a bounded branch list with the authorized connection. Mark the
default branch. Search listed branches or accept a typed ref. Validate
the selected ref before saving. Keep the chosen value after a load
error, invalid ref, or concurrent update. Save the selected connection
and branch together during connection repair.

**Alternatives considered**

A default-branch button does not support a named branch. A text field
alone does not help people find the repository default or available
branches.

**Roadmap alignment**

This improves the existing Skills source manager. It does not add a new
skill import system.

**Additional context**

Refs #16066 and #16256. This is the production implementation of the
approved branch-selection Storybook journeys.

## What Changed

- Add an authorized branch-list endpoint and shared response/query
types. Register it in agent API discovery.
- Validate the requested ref, including the returned commit SHA.
Preserve source leases, revision checks, project ownership, skill
identities, selections, and installed versions.
- Add the searchable branch picker to Sources and connection repair.
Allow typed refs during branch discovery and after discovery fails.
- Keep save errors in the dialog. Retain the selected branch through a
concurrent source update.
- Use the production components and API client in Storybook. Add
keyboard, touch, loading, retry, invalid-ref, connection-repair, and
concurrent-update browser journeys.
- Update product documentation and the feature/access maps.

## Verification

- Red/green: two new database regressions fail against the previous
service and pass against the implementation.
- Linux database/service suite: 85 tests passed. This includes source
visibility, human/agent authorization, selected connections, immutable
versions, and invalid refs.
- Rebased branch and review fixes: 94 focused UI, route,
branch-validation, and fixture tests passed. Two conflict-message
regressions and the stale-retry fixture regression fail before the fix
and pass after it.
- Storybook build passed. All 26 focused browser journeys passed.
- Repository typecheck and build passed. Final UI typecheck passed after
the review fixes.
- The full local Vitest run was interrupted when the checkout and its
dependencies disappeared. It reported missing working-directory/Postgres
files and worker startup errors. Its two timed-out tests pass after the
checkout was restored. The complete CI suite passed on the final head,
`cf5d4c8f0a`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/38571068332).
One unchanged workspace timestamp test required a single rerun. Its
release-minus-one-millisecond value can equal the original confirmation
time. The rerun passed.
- Live acceptance passed on implementation head `5dd935bf14` in an
isolated macOS arm64 instance with Node 24.21.0 and an authorized
private GitHub repository. The UI loaded the actual default branch,
saved branch and selected connection together, and preserved the
installed skill/version IDs after reload. An invalid typed ref retained
the draft and showed the provider error. A valid typed HEAD ref then
saved successfully. The owned runtime and database were stopped after
the test. Focused unit, Linux database, and browser suites passed again
after the error-handling review fixes.
- Greptile reviewed final head `cf5d4c8f0a` at 5/5. Both review threads
are resolved; the fresh review has no remaining findings.
- Token gates and map/catalog checks passed.
- Review entry points: `Skills / Project repository skills / 03 Branch
selection components` and `04 Branch selection journeys`. Run `pnpm
storybook` to inspect them.
- Browser command: `pnpm exec playwright test --config
tests/storybook-visual/playwright.config.ts
tests/storybook-visual/skill-source-branch-selection.spec.ts
tests/storybook-visual/project-repository-skills.spec.ts`.
- Manual check: open an independent GitHub source, choose a new branch,
select the default or type a ref, save, and reload. Try an invalid ref
and confirm the selection remains in the dialog. For a project-bound
source, change its ref in project settings.

## Risks

- GitHub discovery is bounded to 100 listed branches. The default branch
is always included. Typed refs remain available.
- A source can change while the dialog is open. The API rejects a stale
revision and the UI keeps the draft for retry.
- A ref change schedules the existing refresh pipeline. Installed
versions remain available until a successful refresh imports new
content.
- No database migration or credential storage change is required.
Existing HEAD requests remain supported.

## Model Used

OpenAI Codex, GPT-6 family. The serving model's exact identifier and
context-window size are not exposed in this session. Used reasoning,
repository tools, code execution, and browser 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>
2026-10-14 09:55:43 -05:00
DottaandPaperclip b8ffeb973a feat(runner): add experimental Grok Bot agent participation (#16219)
## Thinking Path

> - Paperclip manages AI agents that perform work for a company.
> - The shared Runner owns task admission, authority, receipts and
finalization.
> - An existing Grok Bot needs to receive assignments and return results
through that Runner.
> - The Bot also needs governed access when it starts work from its own
conversation.
> - This PR adds agent-purpose MCP access and routine webhook dispatch.
> - It reuses the external-agent Rust Runner and keeps Grok capabilities
explicit.
> - The provider stays experimental until the real-client managed
journeys pass.

## Linked Issues or Issue Description

**Agent or provider**
Grok Bot, distinct from the Grok Build coding runtime in #13882.

**Why this adapter is useful**
Users can assign work to an existing Bot, receive progress, questions,
documents and files in Paperclip, and let the Bot initiate work under
its agent permissions.

**How the agent is invoked**
A webhook-only routine delivers bounded references. Dedicated
named-agent OAuth and MCP provide inbound calls. Setup follows [Grok
routines](https://cursor.com/help/grok-bot/routines) and [custom
plugins](https://cursor.com/help/grok-bot/connect-plugins). The current
desktop app needs its Bot-generated Webhook URL navigation link when
routine-row clicks fail.

The GitHub search found related Grok Build runtime work, but no existing
Grok Bot agent provider. This extends the roadmap’s existing agent,
Runner, governance and artifact foundations.

## What Changed

- Add default-off Grok Bot participation through the shared real Rust
external backend, preserving native provider identity guarantees and
distinguishing session closure from remote termination.
- Bind agent OAuth to company, agent, client, gateway and authorizer;
recheck permissions and task-bound execution authority without
manufacturing a native identity.
- Persist routine configuration, dispatch intents, authenticated
acknowledgement and recovery holds. Store URL/key together in encrypted
secret storage, use guarded public egress, and never automatically
replay ambiguous HTTP delivery.
- Reuse native tools, durable waiting, completion assessment and review.
Add task-bound file grants through existing artifact storage; suppress
proactive echo dispatch and synchronous result wake loops.
- Enforce the current native deliverable work-mode policy at file-ticket
issuance and use. Add operator retries for confirmed rejected wakes,
with retained receipts, stable retry intent and current-authority
checks. Recovery locks bindings before routine rows. Thread Stop
resolves the selected run and its agent.
- Cancel queued and preparing Stop targets before assignment creation,
restore saved setup after a failed request and successful retry, and
publish the Grok provider descriptor schema. Advance the versioned
Copilot source declaration for the shared schema change; its
qualification remains pending.
- Filter task summaries with the shared privacy policy, preserve
feedback admission when wake delivery is blocked, reconcile settled
delivery receipts without restoring work authority, and bind every Stop
control to its displayed run. Recovery records distinguish dispatch
uncertainty from a revoked session.
- Add resumable guided setup, credential replacement, consent,
management, observed work status and stop/recovery controls, plus an
interactive Storybook journey using the production task thread, question
form and report card. Grok’s own apps remain available; Paperclip
workspace and third-party tools are deferred.

## Verification

- Five focused protocol, authorization, person MCP and Runner files: 192
tests pass. The Grok assigned-work case executes the actual Rust Runner,
saves a document, uploads/deduplicates a file and reaches ordinary
finalization.
- Proactive intake/deduplication and renewed-session recovery pass.
These use scripted clients and synthetic storage; they are not
real-provider acceptance.
- Repository typecheck, production build, token gates, map checks and
Storybook build/catalog checks pass. The local full-suite campaign was
stopped after macOS shared-memory exhaustion repeatedly prevented
embedded PostgreSQL startup. No local aggregate pass is claimed. The
first clean-worker CI run identified avatar fixture/configuration, flag
defaults, feature-card ordering and OpenAPI route-coverage gaps; all
four focused regressions pass after correction. Those regressions pass.
The latest clean-worker CI run also found a Copilot source-hash
declaration mismatch after the shared descriptor update; the corrected
declaration passes all 28 integrity tests. The next review corrections
pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner
contract/integrity/history tests. The latest database fixtures were
blocked at startup by host shared-memory exhaustion; clean-worker CI
must execute their new regressions. Full current-head CI now passes: 54
successful checks and four intentional skips. The database regression
uses the PostgreSQL driver result shape; file-policy, rejected-feedback
and lock-order cases pass on clean workers. Current-head Greptile is 5/5
with no unresolved findings.
- Rendered setup steps and outbound-only verification were walked
through in Storybook. Simulation cannot enable Done without an
authenticated-reply state.
- Actual client OAuth, continued access, reconnect and one routine wake
with an exact chat acknowledgement were observed separately. This
candidate’s live authenticated challenge, assigned/proactive workflows,
Linux managed artifact, restart and cleanup are not yet qualified. The
provider stays disabled by default.
- The separate Cloud ingress change forwards only exact task-bound
upload/download paths and preserves host identity and header stripping.
- Current Cloud policy reserves Test for pre-merge app/harness
experiments; Staging accepts only master-derived revisions. Real-client
qualification needs a supported, authorized deployment target and
remains outstanding.

## Risks

One append-only migration adds routine/dispatch state and extends shared
bindings and file tickets. The unshipped migrations were regenerated
after upstream consumed their original numbers. Rolling back code
retains the durable rows; revoke grants and inspect unknown remote
activity before resuming dispatch. Grok cannot confirm remote
termination, stream its complete transcript or report spending. Plugins
are account-wide and do not isolate credentials between Bots.
Real-client managed acceptance remains required before enabling the
experimental provider.

## Model Used

OpenAI Codex based on GPT-6, with reasoning, code execution and
browser/native UI tools. The exact deployment model ID and
context-window size are not exposed by this runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 20:57:42 -05:00
DottaandPaperclip 22d05644f4 feat(ui): add Speko voice setup, task calls, and Storybook coverage (#15728)
Runtime #15727 is merged. This PR adds the UI. Qualification follows in
#15729.

## Thinking Path

> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds the Speko setup and call controls to the existing Apps
and task UI.
> - This PR depends on #15727. The qualification suite follows
separately. Speko stays experimental.

## Linked Issues or Issue Description

**Problem or motivation**

Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.

**Proposed solution**

Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.

**Roadmap alignment**

This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.

Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.

## What Changed

- Add the Speko Apps catalog entry, provider artwork, and browser SDK.
- Reuse existing agents in setup. Keep the optional Company Phone Agent
in the catalog, with connection instructions available to any assigned
agent.
- Add task voice controls, transcripts, phone callbacks, inbound-line
settings, and call Activity entries.
- Surface retryable connection and incoming-task inventory failures,
preserve active call controls and cached tasks, restore keyboard focus
after recovery, and bound notification polling so a stuck request cannot
hide later results.
- Put Save & exit and Connect Speko in the credential step’s shared
footer.
- Add deterministic production-component Storybook fixtures for setup,
lifecycle, failures, permissions, and phone surfaces.
- Include voice components in the design guide. Stories never request a
real microphone or place calls.

## Verification

- All 27 focused UI/controller regressions, UI typecheck, token gates,
and 28 map/catalog structural tests pass. The shared connection cache
test covers pause/resume invalidation during the 30-second fresh period.
- Storybook builds 157 Speko production-component stories. The complete
prior 156-story set passed all 624 checks on UI source 249cbc616a. After
the final cache repair, all 152 affected page/launcher checks passed
across both themes, 390/1200 widths and reduced motion. Real microphone
access and external provider requests are blocked.
- Source annotations follow the current generated-catalog contract. No
generated catalog or lockfile is included. Three inherited
GitHub-heading tests passed after master reconciliation.
- Latest-head CI and Greptile review must pass before merge. Local
fixture success does not establish provider or spoken-playback
acceptance.
- The separate integrated browser run passed two journeys and failed
browser answer retrieval. Real browser/telephone playback and timing
acceptance remain outstanding. See the dated qualification report and
E01–E16 runbook. Speko stays experimental.

## Risks

- Voice sessions add migrations and provider-dependent lifecycle
behavior. Migrations preserve existing chat and AI transports.
- Callback origins must be reachable HTTPS. Provider keys and signing
secrets remain vaulted.
- Unverified callers receive task-scoped low-trust authority. Caller ID
does not grant private task access.
- Outbound telephony incurs provider charges. Provider acceptance is not
proof that the caller heard an answer.
- Keep the feature behind the existing experimental chat setting until
the real browser, inbound, outbound, and delayed-result acceptance
matrix passes.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 16:26:38 -05:00
DottaandPaperclip 473c80d13f Automatically import and update project repository skills (#16066)
Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources.

Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 16:11:43 -05:00
Devin FoleyandPaperclip 5a6d0d08a7 fix: record verified workspace file recovery from tasks (#16104)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Recovery must preserve files and show the next operator action.
> - A stopped run can leave a file repair hold after its recovery action
is resolved.
> - The task notice shows that hold but has no form to record verified
file recovery.
> - A chat connection can also replace the file repair instruction with
a chat retry instruction.
> - This pull request adds a file recovery form and preserves the file
repair instruction.
> - The form records evidence for the original run and keeps the current
task status.

## Linked Issues or Issue Description

**What happened?**

A retained workspace file hold can block a task after its recovery
action is resolved. The task page offers no file recovery form. A chat
binding can hide the required file repair instruction.

**Expected behavior**

An authorized board member can record verified recovery of the original
files. The server checks the original stop proof. The task keeps its
current status and does not start another run. Chat instructions must
not replace file repair instructions.

**Steps to reproduce**

1. Create a stopped legacy run with a retained workspace recovery marker
and a resolved recovery action.
2. Open its task page, including a task with a chat connection.
3. Observe that the file hold has no supported form to record verified
recovery.

Refs: #15857, #15824, #16095. Those PRs address shutdown export, native
finalization and workspace source isolation. This PR uses the existing
file repair API.

## What Changed

- Add a board-only file recovery form with evidence and an explicit file
verification confirmation.
- Preserve the current task status when recording file recovery.
- Project whether the original recovery marker supports file recording.
- Keep file repair instructions when a task has a chat binding.
- Add UI, route and Storybook examples for success, denial and
chat-connected file holds.
- Document the recovery flow and update the affected Storybook catalog
entries.

## Verification

- Merged master `c8efdbfba43` and resolved both rounds of catalog/index
conflicts. Upstream review notes and classifications are preserved,
together with all four retained-file recovery examples and their stable
story IDs. Both fix branches also combine without merge conflicts or
catalog fingerprint drift.
- Passed locally after conflict resolution: 47 tests covering the file
recovery UI, execution blocker notice and retained workspace repair
route. The earlier ownership-route pass also covered 196 tests.
- Passed: UI token gates, the complete Storybook catalog check with no
drift errors, feature and agent map structure checks, and all 17
catalog/index script tests. Verification inventory counts match all 262
authored suites and 2,485 story IDs. The upstream production
verification obligations remain intact.
- Passed: full workspace typecheck, build and Storybook build on latest
head `10ac22b35d0a4fe469cf620914845c509046da48`. The built index retains
all four file-recovery story IDs.
- Latest head `10ac22b35d0a4fe469cf620914845c509046da48` has 54
successful checks and two intentionally skipped Storybook checks. Apex
is 5/5 on that exact commit, with no unresolved findings. The full
general/serialized suites and all eight browser shards passed in CI.
Local tests use the focused suites above. Storybook browser interactions
have not been executed locally.
- Manual check: open a task with a retained file hold. Verify that
evidence and confirmation are required. Record verified file recovery.
Confirm that its status stays unchanged and no run starts. Repeat
without board runtime access and with an unverified stop receipt.

## Risks

- The form records an operator attestation. It does not recover files
itself or prove external action outcomes.
- A stale source or missing stop proof must remain rejected by the
existing server route.
- No database migration or automatic task retry is added.

## Model Used

OpenAI GPT-6 (`gpt-6`), used through Codex with reasoning, repository
tools, code editing and test execution. The exact context window size is
not exposed by 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>
2026-10-13 13:47:10 -05:00
0b0e53029f fix: recover saved workspace results automatically (#15824)
## Thinking Path

- Paperclip preserves accepted agent results before workspace copyback
and result commitment.
- A replaced controller can leave a physical copyback owner receipt
behind. A lost database lock or expired lease cannot prove that its
tar/Git children stopped.
- Infrastructure recovery should belong to the runtime and deployment
harness; task users should not investigate processes or attest shutdown.
- New receipts record the exact deployment. The harness independently
verifies that deployment fully stopped and signs a short-lived proof
bound to the stack, run, owner and deployment.
- The existing guarded reconciler then finishes the same accepted result
without a new agent turn. Legacy receipts retain the documented
administrator API after independent platform verification.

## Linked Issues or Issue Description

**What happened?**

An accepted native result can remain at `workspace_finalizing` with an
abandoned physical copyback owner. Repeated recovery sweeps could
replace specific instructions with advice to start new agent work. The
first version of this PR exposed a shutdown-evidence form in the task;
that asks end users to resolve infrastructure details.

**Expected behavior**

Automatically verify and recover the exact stopped deployment, preserve
the original accepted result and existing approval/monitor waits, and
show only a quiet task status. Unknown or live workers must remain
fenced. Older receipts without platform identity need independently
verified operator assistance through the administrator API.

**Steps to reproduce**

1. Persist an accepted native result and a copyback receipt from a prior
controller.
2. Replace that deployment before workspace finalization commits.
3. Let the normal finalization reconciler revisit the saved result.
4. With a platform-bound receipt and a fully stopped deployment,
recovery should finish automatically. With missing, live, unverifiable
or changed ownership, it must not write files or create another provider
turn.

Related public work: #14402 introduced copyback ownership; #9687 handles
dead-run finalize barriers; #15795 handles terminal stale-run cleanup.
This change addresses an accepted result whose physical copyback owner
prevents commitment.

## What Changed

- Record Railway project, environment, service and deployment identity
on new physical copyback owners.
- Request read-only platform verification from the managed cloud
harness. Require an Ed25519 stop receipt with a disjoint purpose,
configured signing key, exact stack/run/owner/deployment binding and
valid expiry.
- Keep live, unknown, malformed, unavailable and legacy owners fenced.
Compare the whole prior receipt during ownership takeover, under the
existing dedicated advisory lock.
- Persist platform proof and audit automatic takeover. Resume normal
finalization of the same saved result, preserving task ownership,
approved boundaries, monitors and pending confirmations.
- Remove process metadata, shutdown evidence, confirmation checkboxes
and infrastructure-repair forms from task views. Suppress the duplicate
technical owner-recovery card. Show “Restoring saved work…” only from
server-confirmed recovery or queued operator recovery; platform identity
alone shows the operator-assistance fallback. Remove the status when
recovery resolves.
- Share current-task, current-running-execution, accepted-result,
authoritative-reviewer and newer-execution checks between automatic and
operator recovery. Validate after the provider lookup, atomically with
the owner claim, and again before file publication; closed or superseded
tasks cannot start copyback.
- Keep the separately authorized exact-owner API for operator recovery
of legacy receipts, with active-lock, live-controller, stale-result and
newer-execution rejection. Generic dismissal cannot bypass the copyback
fence.
- Replace obsolete form stories with production-backed automatic,
queued, legacy, completed and mobile examples; retain stable suite IDs.
Update the operator runbook and scoped Storybook catalog.

## Verification

- Red/green: new platform-proof tests failed before implementation; the
database takeover regression failed against the original ownership
guard; reduced-UI assertions failed against the original form. All pass
after the changes.
- Passed: 59 physical-owner/finalization database tests using isolated
PostgreSQL, including real reconciler commitment from all three
saved-result phases through both automatic and operator recovery. They
preserve result identity, exact saved file bytes, pending approval and
overdue monitor waits, and create no new run or wake request. Unknown
evidence and changed ownership remain fenced.
- Passed: 162 focused proof, cloud identity, recovery route,
recovery-card and reduced-UI tests.
- Passed: full workspace typecheck and build, final server/UI
typechecks, token gates, and Storybook build.
- Browser inspection: desktop task composition shows only the quiet
status; completed example removes it and retains the approval-wait
message. Mobile shows the existing bottom navigation with no horizontal
overflow. These are fixture UI observations, not live provider
acceptance.
- A companion harness change implements the actual provider check,
signed receipts, server-token authentication and bounded/coalesced
provider reads. Its full typecheck and test suite passed: 3,240 passed,
92 skipped, zero failures. This application alone cannot enable platform
verification.
- The updated full application `pnpm test:run` was stopped after
repeated local embedded-Postgres startup failures; it is not claimed
green. The same affected recovery suites pass against isolated
PostgreSQL. CI passed on final head `9ad5c3529e`: 54 successful checks,
two intentional skips, and successful legacy Snyk status. Greptile is
5/5 with no unresolved findings.
- Global Storybook catalog validation is green: 225 files, 2,224
stories. Its 17 catalog/index tests pass. Master was merged and the
inherited index metadata was reconciled after source review.
- Review correction red/green: two UI and two database assertions
reproduced misleading progress / missing server recovery state; all pass
after server-confirmed state was added. All 153 focused server tests and
68 UI tests pass on the final recovery code, including repeated-sweep
idempotence. Full workspace typecheck/build, token gates and Storybook
build also pass.
- Safety regression red/green: stale-task copyback and publication tests
failed against the previous guard. The final suite covers changes during
proof lookup, closed/cancelled tasks, replaced execution/checkout, newer
and queued legacy runs, reassignment and rejected/unbound results, plus
the real reconciler selecting closed or superseded tasks. Files remain
untouched and no workspace operation starts.
- No staging mutations, deployment, live provider probes or live
production recovery were performed. The three historical receipts lack
deployment identity and still require independent operator proof.

## Risks

Automatic takeover requires the companion harness release and configured
runtime-identity keys. Deploying only this application leaves
unavailable evidence fenced. Legacy receipts are not retrospectively
assigned a deployment identity. An authorized operator can still make an
incorrect attestation through the fallback API; its administrator gate
and exact-owner safeguards remain. Provider history that is missing or
deeper than the bounded lookup defers automatic recovery. Copyback can
still fail under its existing retained-workspace policy.

No migration, telemetry change or cloud provider credential delivery is
required. The companion harness PR also has passing CI and a 5/5 review;
neither branch is deployed.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, browser verification,
tool use and code execution. The exact serving model ID and
context-window size were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the relevant 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>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-10-13 10:14:45 -05:00
DottaandPaperclip be380ba155 fix(ui): hide agent-created tasks by default (#16157)
Hide agent-created, system-created, and chat-channel tasks from independent collections by default. Preserve task hierarchy context and existing inbox participation. Add a saved opt-in checkbox without helper text.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 09:26:37 -05:00
DottaandPaperclip 2ad36f4ff2 Fix skill source removal with a keep-or-delete choice (#16150)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub sources import skills and keep their updates together.
> - Disconnect only disabled a source and kept its read-only imports.
> - A disabled source could not be removed or imported again.
> - Removing a source needs an explicit decision about its imported
skills.
> - This pull request removes the source after the user keeps editable
copies or deletes the imports.
> - Existing disabled sources use the same removal flow.

## Linked Issues or Issue Description

Refs #15731, #14713.

**What happened?**

Disconnect left the repository on Sources. Its Disconnect action was
then disabled. The saved repository still blocked a new import.

**Expected behavior**

Remove the repository from Sources. Require a choice to keep editable
copies or delete its imports. Allow removal of sources that are already
disconnected.

**Steps to reproduce**

1. Import a repository in Skills → Sources.
2. Choose Disconnect source.
3. Observe the disconnected row and disabled removal action.
4. Try to import the repository again.

**Paperclip version or commit**

d67e3507b2.

## What Changed

- Add one confirmation with a required keep-or-delete choice.
- Remove the source and entries, including legacy disabled sources.
- Keep complete editable copies in My Skills, including shared
repository files and executable modes. Preserve skill IDs, keys,
versions, and agent assignments.
- Delete imported skills and source in one transaction with its activity
record. Check policy for every linked skill, including deselected
entries. Reject deletion of skills still used by agents.
- Fence removal with the source revision. Reload stale confirmations and
require a new choice. Prevent an in-flight refresh from restoring
removed imports.
- Reject incomplete legacy copies with a recovery message. Lock copied
skill rows against concurrent deletion and check publication succeeded.
- Add regression tests and production-page Storybook examples. Make an
initially unselected radio-card group keyboard accessible.

## Verification

- Workspace typecheck and build passed. Final affected server/UI
typechecks passed.
- Focused server, UI, and API suites passed: 114 tests initially. After
review fixes, all 21 source persistence and 58 route authorization tests
passed, including the complete repository copy regression; affected
server/UI typechecks and token gates passed again.
- Design token gates passed.
- Real isolated app: imported a public repository, assigned bro to the
CEO, verified that deletion reports the assignment, kept an editable
copy, observed the source disappear, opened the copy in My Skills, saved
an edit, and refreshed. The assignment remained. Re-imported the same
repository, deleted its new unused import, and verified the original
editable copy and assignment remained. No model tasks ran.
- Full local Vitest was attempted but terminated with exit 137 before
completion; it is not counted as a pass. Current-head sharded CI is
pending. Greptile reviewed the current head at 5/5 with no new
actionable comments. The final workspace build passed again.
- Storybook catalog aligned. The legacy removal example was inspected in
the browser; the Delete choice enables removal.
- Storybook: Skills / GitHub-synced skills / Sources · Disconnect source
and Sources · Remove disconnected source.

## Risks

- DELETE of a skill source now requires the saved revision and an
explicit copy/delete choice. Old callers must update their request body.
- Deletion removes imported skills and their records. Assigned skills
must be detached first.
- Incomplete legacy versions must be refreshed before keeping copies;
removal does not silently discard supporting files.
- Copies intentionally stop receiving upstream updates. Their IDs and
keys remain stable for assigned agents.
- No database migration. Copy writes use new managed directories and
clean up on failure. Delete restores quarantined files before releasing
publication locks on failure.

## Model Used

OpenAI GPT-6 through Codex, configured model `gpt-6-astra`. The runtime
does not expose the context-window size. Used shell tools, code editing,
tests, and browser interaction.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 07:53:13 -05:00
DottaandPaperclip 7d7f55e4be fix(apps): show user avatars and center access rows (#15577)
## Thinking Path

> - Paperclip helps people manage AI agents and their access to apps.
> - The app access page shows people with linked chat accounts.
> - The identity response omitted the user's saved image.
> - The row placed the avatar beside only the first name line.
> - This change returns the image and centers the avatar beside both
name lines.
> - People can recognize linked accounts and still see initials when no
image is available.

## Linked Issues or Issue Description

**What happened?**

The app access page showed initials even when the linked Paperclip user
had a profile image. The avatar was above the vertical center of the
Disconnect button.

**Expected behavior**

Show the linked user's saved image. Center it beside the Paperclip and
chat names. Keep initials when no image is available.

**Steps to reproduce**

1. Link a Slack account to a Paperclip user with a profile image.
2. Open the app's Access tab.
3. Inspect the person's avatar and the two name lines.

Searched public issues and pull requests. No duplicate fix was found.
Related avatar work in #15095 concerns agent uploads, not linked user
profiles.

## What Changed

- Return `paperclipUserImage` from the chat principal service and
declare it in the API and client types.
- Use the shared avatar primitives and center the avatar beside the full
name block. Keep full names available in hover text.
- Add image and initials examples to the existing Storybook access
story, with image and alignment checks.
- Extend the service test to check saved images and missing images.

## Verification

- Token gates and `git diff --check` pass.
- The 33 existing chat setup and identity-link UI tests pass.
- The OAuth installer service regression test passes.
- Chromium rendered the Storybook Access story at desktop and mobile
sizes. The avatar, name block, and Disconnect button centers all
measured 307 CSS pixels on desktop.
- UI typecheck passes. Full repository typecheck and build stop at the
Rust runner because this workspace has no `cargo`. The initial parallel
typecheck also exceeded the 4 GiB workspace limit. The full local test
attempt was stopped as memory approached the 4 GiB limit; it has no
complete verdict. CI passed the full build, typecheck, test, and E2E
lanes on the initial commit. The previously reviewed commit passed 54
checks with two intentionally skipped Storybook checks. Master was
merged on October 10 to resolve an import conflict; fresh CI is running
for `24badb742d331c1b6ee3e90cbd06defefe5cd634`. Token gates and
whitespace checks pass after conflict resolution. The single retry after
CI runner shutdowns passed. Greptile gives this commit 5/5, with both
review threads resolved.

### Screenshots

The Storybook fixture shows an image, fallback initials, and a pending
account.

![Desktop access
rows](https://raw.githubusercontent.com/paperclipai/paperclip/fix/app-access-user-avatar/doc/screenshots/app-access-avatar/desktop.png)

![Mobile access
rows](https://raw.githubusercontent.com/paperclipai/paperclip/fix/app-access-user-avatar/doc/screenshots/app-access-avatar/mobile.png)

## Risks

Low risk. The API field is additive and needs no migration. The image
uses the same avatar primitive as other user identities. Missing or
failed images retain the initials fallback. Other chat providers share
this access row.

## Model Used

OpenAI Codex, GPT-6. Tool use and code execution. The runtime does not
expose a more specific 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
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 23:54:01 -05:00
56a0bf0d49 Support test Cloud connector identities (#16033)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Cloud connector uses an environment-bound identity to call a
hosted broker.
> - The identity parser and enrollment flow accept development, staging,
and production.
> - A separate test broker needs its own environment identity.
> - This pull request accepts test identities and maps the test broker
to that environment.
> - Known hosted brokers still reject identities from other
environments.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Cloud connector configuration and self-host enrollment.

**Current behavior**

The app rejects an identity with environment `test`. Self-host
enrollment infers development for the test broker.

**Proposed behavior**

Accept `test` identities at `https://test.paperclip.app`. Infer test
during self-host enrollment. Reject development, staging, and production
identities at that broker. Continue to reject test identities at the
production and staging brokers.

**Reason and benefit**

Branch testing needs a separate broker so test identities and requests
stay in their selected environment. The existing identity, enrollment,
and signature flow can provide that isolation with a new allowed
environment value.

**Breaking changes**

Existing environment values and broker checks keep their current
behavior. Older app versions cannot use test connector identities.

## What Changed

- Add `test` to managed and self-hosted connector environment types and
validation, and to the board API enrollment status type.
- Infer test from its hosted broker and enforce the matching
environment.
- Test enrollment persistence, signed request environment/audience
claims, and broker mismatch rejection.
- Document test broker configuration in the development guide.

## Verification

- Connector, enrollment, and board API-client suites passed: 63 tests
across three files. Board UI typecheck and token gates passed after
synchronizing its enrollment response type.
- `pnpm -r typecheck` and `pnpm build` passed, including after rebasing
onto current master.
- `pnpm test:run` completed its general server stage: 17,867 passed, 105
skipped, and 9 failed across 5 files. The runner stops at that failing
stage, so it did not run subsequent workspace/serialized stages locally.
All nine failures also reproduce on the unchanged base commit in a
separate checkout. Five skill-related cases resolve an unrelated
ancestor skills directory; two workspace cases accept a remote main
branch that their fixture expects to be absent; two permission-cleanup
cases return macOS `ENOTEMPTY` instead of the expected permission error.
- Current-head GitHub CI passed, including full general and serialized
test suites, typecheck, build, runner checks, and browser e2e. Greptile
is 5/5 with no unresolved comments.
- `git diff --check` and Gitleaks passed.

## Risks

The new environment value is additive. The test broker must support test
identities before use. This change preserves existing signature
handling, managed identity overrides, and rejection of mismatched
identities at known hosted brokers. A local full-suite pass is not
claimed; the nine failures above also occur without this change.

## Model Used

OpenAI Codex, GPT-6, with reasoning and tool execution. The exact
serving model ID and context window are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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: Dotta <34892728+cryppadotta@users.noreply.github.com>
2026-10-12 19:32:33 -07:00
DottaandPaperclip f329b24ee1 feat: give tasks durable project-optional workspaces (#15749)
Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries.

Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 20:45:18 -05:00
DottaandPaperclip dabb8c5daf test: remove repeated setup and strengthen regression proof (#16022)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its tests protect company boundaries, approvals, durable tasks,
credentials and the board UI.
> - Several owner suites repeat large database fixtures and render
frames.
> - Some tests repeat stronger proof or pass when the behavior they
describe is broken.
> - This pull request shares exact setup, removes proven duplicate cases
and repairs weak observations.
> - It preserves distinct security, lifecycle, concurrency and
user-facing contracts.
> - The benefit is 5,027 fewer test lines and stronger regression
checks.

## Linked Issues or Issue Description

Refs #15978. This continues the merged test-audit cleanup in [PR
#15978](https://github.com/paperclipai/paperclip/pull/15978), which
removed 11,976 test/support lines. The savings in this pull request are
additional.

Related open work: [PR
#13460](https://github.com/paperclipai/paperclip/pull/13460) changes
legacy OAuth parent/version lock ordering. This pull request retains
those production paths and the existing lock-order test. Its secrets
changes compact fixtures and repair the two AWS wrapper exclusion
observations.

Scoped title searches found no open duplicate audit or
fixture-consolidation PR and no matching audit issue. The problem is
described here using the enhancement template.

**What existing behavior does this improve?**

The maintenance and regression value of the existing server, UI, CLI,
shared and wiki-plugin test suites.

**Subsystem affected**

Cross-cutting test code. Two UI modules also lose unused test inspection
exports.

**Current behavior**

Owner tests repeat database rows, service inputs, HTTP setup and render
frames. Some cases repeat stronger assertions. Two AWS lock tests record
only cleanup events, so an AWS provider write can happen inside the held
lock without failing those observations. Several other negative tests
accept or do not observe the wrong result. Worktree fixtures also use a
temporary path alias that conflicts with the existing canonical-path
checks on macOS.

**Proposed behavior**

Use small local helpers that preserve exact inputs, fresh allocations,
callbacks, query order and await positions. Remove only cases with named
stronger keepers. Tighten negative assertions and observe actual AWS
provider entry while a confirmed lock holder remains parked. Resolve
temporary fixture roots to their canonical paths.

**Reason and benefit**

Remove 5,027 net test lines and 15 redundant registered executions.
Remove 11 lines of unused UI inspection exports. Keep every distinct
company, actor, approval, credential, persistence, stale-write and
concurrency contract. No wall-time speedup is claimed for setup
compaction.

**Breaking changes**

None for application behavior, APIs or stored data. The removed exports
expose private UI test state and have no remaining callers.

## What Changed

- Consolidate repeated runtime, workspace, portability, route,
tool-access, policy, gateway and state-service fixtures.
- Share repeated UI render frames and CLI/wiki-plugin setup while
retaining the original actions and expected results.
- Remove 15 repeated case executions only where the audit records an
exact stronger keeper.
- Repair weak HTTP/UI negative assertions and two AWS account-home lock
observations. Keep the existing durable results and cleanup behavior.
- Remove the unused `__inflightGetCount` and `__secondTickInternals`
inspection exports. Keep observable request coalescing and ticker
lifecycle checks.
- Canonicalize temporary worktree fixture paths without weakening
production path checks.
- Record the owner decisions, savings, independent preservation reviews
and validation in [the dated audit
report](https://github.com/paperclipai/paperclip/blob/58c5c4aa241c85f4665a3159c192888bbb2a5cfa/doc/plans/2026-10-12-test-audit-rounds.md)
and [the compact control
evidence](https://github.com/paperclipai/paperclip/blob/58c5c4aa241c85f4665a3159c192888bbb2a5cfa/doc/plans/2026-10-12-test-audit-controls.json).

## Verification

- Complete owner and retained-sibling baselines passed before each audit
cutover. Independent reviewers checked the full original tests, actual
helper bodies, exact inputs, receipt provenance, async order, fresh
allocations and case registrations.
- All 14 UI/route/wiki mutations failed at their intended assertions:
ten UI/API/ticker controls, one route control and three wiki
persistence/receipt controls. Each mutated production source was
restored to its exact original bytes.
- Both old AWS lock tests passed with their respective AWS-only lock
bypass. Both repaired tests failed at the intended assertions with the
same bypasses. These give 16 intended failures and two passing weak
controls across 18 executions. Each source was restored exactly.
- Final complete state-owner/sibling run: 329/329 passed at code
revision `64370831ebe191e5ce092f85f79b6fb661df7e16`.
- Final `pnpm -r typecheck`, `pnpm check:token-gates` and `pnpm build`:
passed at the same code revision.
- Delivery head `58c5c4aa241c85f4665a3159c192888bbb2a5cfa` includes the
evidence commit and master `4b766b872993045a2e787404f0475503683e5ded`.
All 27 audited test files and both application files match the locally
verified code revision byte-for-byte. Current-head CI validates the
integrated branch, including the incoming master changes.
- All eight production-owner SHA guards for the 16 deliberate failing
mutation controls still match the integrated delivery checkout. The
mutation receipts therefore apply to those current owners.
- Full default `pnpm test:run`: **failed** with exit 1 at frozen code
revision `64370831ebe191e5ce092f85f79b6fb661df7e16`; HEAD and tracked
source bytes remained unchanged. The first general-server group reported
878 passing files, four failing files and six skipped files; 17,846
passing cases, 24 failing cases and 105 skipped cases. Later groups did
not run. Failures were `http-log-redaction` (socket hangup),
`public-mcp` (initial 15-second timeout followed by hosted token
“Refresh before subscribing” failures), `remove-test-home` (macOS
`ENOTEMPTY` where permission errors were expected, plus cleanup
failure), and `workspace-git-snapshot-streaming` (300-second timeout).
All four failing test files and the relevant cleanup/MCP production
owners are unchanged by this audit. Full local success is not claimed.
- Focused complete-owner diagnosis at the same frozen revision: 149/152
passed, three failed, zero skipped. `public-mcp` passed 82/82 and
`http-log-redaction` passed 66/66 unchanged. The two `remove-test-home`
cases reproduced macOS `ENOTEMPTY` against an expected `EACCES`/`EPERM`
contract; the 32 MiB workspace snapshot case reproduced its existing
300,000 ms timeout. HEAD and tracked files stayed clean. Exact blob
comparison confirmed all four test files and the relevant cleanup/MCP
owners match both inspected master
`4b766b872993045a2e787404f0475503683e5ded` and the frozen local
revision. The three remaining local failures are unresolved; no timeout,
retry or assertion was weakened.
- Current-head CI: [workflow
38299262149](https://github.com/paperclipai/paperclip/actions/runs/38299262149)
has passed runner selection and created all downstream
test/typecheck/build gates; those gates are queued, with no failures
reported. Greptile completed successfully at
`58c5c4aa241c85f4665a3159c192888bbb2a5cfa` with [5/5 and zero
comments](https://github.com/paperclipai/paperclip/pull/16022#issuecomment-6131457592).
All review threads are resolved or absent. This pull request will remain
open after verification.

Reviewers can reproduce the required workspace checks:

```sh
pnpm -r typecheck
pnpm check:token-gates
pnpm test:run
pnpm build
```

Browser suites were not run. Their sources and user journeys are
unchanged by this audit.

## Risks

- A fixture helper can hide a specialized input or change object
freshness. Full-program expansion checks and independent reviews
preserve the exact old inputs and execution order.
- Removing duplicate proof can remove a distinct contract by mistake.
The audit records the keeper for each deletion; all distinct security
and lifecycle cases remain.
- Concurrency checks can miss progress during a fixed delay. The AWS
repairs record actual provider entry, confirm holder entry, use measured
entry windows, require exact final event order and drain both operations
in `finally`.
- The full local default run failed. Focused diagnosis reproduced two
macOS cleanup failures and one existing snapshot timeout in unchanged
owners; these remain unresolved. Current-head CI is pending. No test
deadline, retry policy, skip or CI shard was weakened to obtain a pass.

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

## Model Used

OpenAI Codex with GPT-6, reasoning, repository inspection, code
execution and delegated audit/review. The runtime does not expose the
exact served model identifier or context-window size; those values are
unavailable and are not inferred from the model catalog.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 22:23:11 +00:00
DottaandPaperclip f0e12c8519 Add managed Slack setup with an independent own-app path (#15679)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connects a person to an agent through an installed app and a
verified identity.
> - Independent installations must remain usable without Paperclip Cloud
or manager credentials.
> - Approved Cloud deployments can use Slack manager grants to create
and install each agent's app.
> - Both paths should share credential storage, identity checks,
recovery, and the existing runtime.
> - This pull request adds gated managed setup and keeps independent app
setup under Advanced.
> - It also makes ongoing connection settings and personal test messages
easier to use.

## Linked Issues or Issue Description

**Subsystem affected**

Slack setup, connection settings, tenant credential storage, and the
Cloud connector handoff.

**Problem or motivation**

Approved deployments need an installation flow without pasted
configuration tokens. Open-source users must retain their independent
Slack app flow. A connection manager also needs a simple way to check a
bot from Settings.

**Proposed solution**

Use the managed path when the instance is configured to support it.
Choose agent and Connect are the two visible stops. Continue starts
authorization or installation. Use your own app remains under Advanced
before creation. Save personal manager grants by company, Paperclip
user, Slack user, workspace, and manager app. Reuse only verified
identities for test messages. Unknown identities must complete a private
Slack connection challenge before linking and receiving the test DM.

**Alternatives considered**

A shared bot would change each agent's Slack identity. Requiring Slack
CLI or a hosted service for self-hosted users would remove independent
installation.

**Roadmap alignment**

This maintainer-requested change improves Connected Apps and
experimental Agent Chat. It adds provisioning and management controls to
the existing Slack runtime.

**Additional context**

The companion Cloud broker profile is a separate deployment
prerequisite. Managed setup remains gated. Existing-app adoption is
deferred.

## What Changed

- Extract Slack registration, provider requests, completion,
customer-owned setup, managed setup, and personal manager grants into
focused services. Preserve the compatibility facade and independent
removal cleanup.
- Add company-scoped manager grants and a registration reference through
an additive, idempotent migration after current master. Keep runtime
credentials separate from app-registration secrets.
- Add authenticated manager authorization, sealed handoff, serialized
refresh and revocation, app creation, managed installation, and
installer-bound OAuth fallback.
- Preserve creation intent, block automatic uncertain recreation, save
credentials before downstream checks, and validate app, workspace, bot,
scopes, and installer identity.
- Add the two-stop production wizard and ordered stories. Keep the
own-app, manual, existing-app, and legacy-draft paths.
- Simplify Settings. Open Slack configuration targets the saved app. The
test-message action has its own row. Remove the old manual-avatar
section, channel-message section, and broken permissions link.
- Add paginated account discovery and a private connection challenge for
unknown accounts. Expired invitations stop waiting and offer a new
private invitation. Save send receipts before provider dispatch and
preserve confirmed delivery when activity logging fails.
- Reinstall the saved managed app on explicit reconnect, replace revoked
credentials, and resume completion. Persist reconnect intent and
duplicate-request receipts without creating another app.
- Update provider browser tests, recovery tests, secret redaction, setup
documentation, and the agent prompt. Preserve current master's durable
verification scheduling.

## Verification

- Full workspace typecheck and repository build passed on `56d389d47a`.
The subsequent reconnect retry fix in `288364eada` also passed UI
typecheck and UI build.
- 114 focused Slack registration cases and 13 production managed-wizard
cases passed, including fresh-token reconnect, retry after installation
failure, and duplicate reconnect requests.
- All nine affected Slack browser cases passed against the production UI
and a disposable fixture server. They cover managed setup, automatic
setup, own-app selection, refresh, recovery, mobile behavior, and
connection settings.
- Eight focused real-database test-message cases passed. They cover a
private ownership challenge, saved grant reuse, account pagination,
revoked and conflicting links, workspace mismatch, disabled DMs, revoked
membership, audit failure, ambiguous dispatch, and secret canaries.
- UI token gates and the production Storybook build passed.
- Greptile reviewed exact head
`288364eada5d9c114fad991ff634612639d06672` at 5/5 with no actionable
findings or unresolved review threads.
- The full repository test suite and current-head CI are running. Their
final results will replace this line before merge.
- Earlier live feature previews created two bots in the authorized
Paperclip Slack workspace and reused one personal manager grant. Local
managed Continue created and installed a bot without a configuration
token or a separate Add to Slack action. Avatars, welcome DMs, signed
callbacks, and direct replies were observed. A Settings test DM also
arrived in the signed-in user's Slack account.
- Earlier staging thread qualification required manual publication
recovery for one bot. Current-head live qualification remains required
before enabling the production default. Fixture results do not establish
Slack approval behavior in other workspaces.

## Risks

- Personal manager tokens can create apps. They stay in scoped vault
entries. The manager client secret stays at the broker. Company,
actor/session, origin, and app identity checks apply throughout setup.
- The additive migration must also work on qualification instances that
applied earlier branch migrations. Table, column, index, and constraint
creation is idempotent.
- Creation and message timeouts can leave uncertain outcomes. Saved
request IDs prevent automatic duplicate dispatch.
- Unknown Slack identities must receive and complete their private
challenge while signed in. Account selection alone does not grant
Paperclip permissions. Existing revoked or conflicting links are not
overwritten.
- A development-only manager transport uses an explicitly configured
private credential file for local qualification. Production ignores this
transport; no manager credentials are bundled with open source.
- Managed rollout requires Slack approval, the companion broker
deployment, configured secrets, and final live qualification. Removing a
connection does not delete its Slack app.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser
tools. The session does not expose the exact serving 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
- [ ] 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>
2026-10-12 15:34:02 -05:00
DottaandPaperclip 1e0cfcb4fc test: retire redundant suites and consolidate owner coverage (#15978)
Retire duplicate ACPX and Codex proof after migrating unique assertions to their behavioral owners. Consolidate repeated fixtures and exact case matrices while preserving lifecycle, protocol, company, credential, approval, and ordering contracts. Remove the unused runtime-controls compatibility path and document test ownership and preservation evidence.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 10:44:02 -05:00
1b4c803816 fix(costs): preserve usage attribution and explain unavailable run costs (#15948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The cost ledger records usage and controls agent budgets.
> - Some runs lose the selected model or API billing category before
their usage reaches the ledger.
> - The dashboard reports missing costs but does not identify the
affected runs or the available actions.
> - This pull request preserves usage attribution and adds a compact
view of cost gaps grouped by agent.
> - Operators can inspect runs, open agent settings, and record saved
costs without starting new agent work.

## Linked Issues or Issue Description

Refs #15634, #11938, #15879.

This follows the merged subscription reporting in #15634. The older
proposal in #11938 addresses part of ACP model attribution. This change
also rejects conflicting models across a turn, fixes credential-backed
billing capture, and explains cost gaps in the existing dashboard. The
Pi receipt recovery work in #15879 covers a separate adapter recovery
path. This PR preserves unresolved receipts and does not recover
provider usage or reprice past entries.

**What happened?**

ACP results use the requested model even when the runtime selects a
model. Native and OpenCode API runs can report unknown billing despite a
matching API credential. The dashboard shows notices without links to
the affected runs. These gaps make API and subscription totals harder to
interpret.

**Expected behavior**

Record the model selected by the runtime. Identify API billing only from
a matching credential. Keep costs unresolved when reliable usage or
pricing is absent. Show the affected agents and runs. Offer an
accounting retry only when saved evidence is ready.

**Steps to reproduce**

1. Run an ACP agent with its model left unset, or use a matching API
credential with a native or OpenCode agent.
2. Inspect the recorded model and billing category for the run.
3. Open Costs Overview for a period with unpriced usage or terminal runs
awaiting receipts.
4. Inspect the notice and try to find the affected run or the relevant
agent settings.

**Paperclip version or commit**

Current master at `657e71584a0`. The patch is rebased on that commit.

**Deployment mode**

Self-hosted server and local development. The cost detail tests use a
disposable PostgreSQL database.

## What Changed

- Preserve the runtime-selected ACP model in checkpoints and final
results. Conflicting models across one turn remain unpriced.
- Share credential-backed API billing checks across native and OpenCode
results. Keep unknown billing when the provider and credential do not
match.
- Add company-scoped cost detail and accounting retry endpoints. Board
viewers can read details but cannot retry. Agents and foreign companies
are denied.
- Limit each detail category to 25 entries. Use one consistent database
snapshot and sparse indexes matching the filters and sort order. Add the
unknown-billing count to the existing summary query.
- Replace the notice with an expandable count line. Group entries
alphabetically by agent. Show the saved blob icon, link each name to
configuration, and put run and retry links beside the date.
- Preserve estimate and unavailable-price labels on Providers and
Billers; keep retry confirmation after the resolved notice disappears.
- Fetch details only while expanded. Retain the last loaded details
after a refresh error. Retry saved accounting only; do not rerun the
agent.
- Add capture, database, authorization, UI, and Storybook coverage.
Update the implementation contract and cost reporting guide.

## Verification

- `pnpm -r typecheck` passed after rebase.
- `pnpm build` and `pnpm build-storybook` passed after rebase.
- `pnpm check:token-gates` and `git diff --check` passed.
- 1,086 focused tests passed across 17 files. These cover ACP, native
and OpenCode capture, PostgreSQL reports, route authorization, OpenAPI,
Costs UI, and existing accounting regressions.
- Desktop and mobile browser checks passed during UI review. They cover
lazy expansion, alphabetical groups, loaded blob icons, configuration
and run links, keyboard retry, and layout overflow.
- `pnpm test:run` was attempted with command-scoped
`init.defaultBranch=master` for Git fixtures. It was stopped after a
native session recovery failure reproduced on unchanged base
`657e71584a0` (`archives a damaged prior epoch before completing guarded
same-task replacement with real runnerd`). An MCP upload case failed in
the broad run but passed in isolation on both the base and PR branch.
These local limitations do not affect the 1,086 passing focused tests.
- Current-head CI is green, including all unit test lanes, serialized
server suites, runner checks, typecheck, build, policy, and eight
browser shards. Apex re-review is 5/5 on `56de60effdb`; all four
original findings are addressed and every review thread is resolved.
- PostgreSQL applies migration `0333` in the integration fixtures.
EXPLAIN ANALYZE on the production detail statements uses the new sparse
indexes behind 5,000 healthy records in each table.
- Ten provider/biller card cases cover missing and estimated prices; the
retry test covers row removal and notice unmount. A live Storybook
browser check verifies the confirmation and updated count.
- Run `pnpm storybook`. Open **Costs / Subscriptions / Cost Data Quality
Details** to inspect the production page with representative fixtures.

## Risks

- Model and billing metadata change for future runs. Estimates still
require complete usage and a supported price. No past cost amount is
rewritten.
- A missing final receipt remains unresolved for budget checks. The
display changes after fifteen minutes; that time limit never authorizes
settlement.
- Accounting retry is a write action. It retains the existing company
checks, receipt fences, idempotency, and audit logging.
- Detail reads are bounded and run only after expansion. They poll every
30 seconds while open. No provider probe or new summary query is added.
- Migration `0333` adds two partial indexes; it changes no stored cost
amounts or table columns. Index creation scans the existing tables and
may briefly block writes during deployment. No lockfile or workflow
change is included.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code editing,
browser checks, and test execution. The exact serving model ID,
reasoning setting, and context window were not exposed to this session.

## Checklist

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

---------

Co-authored-by: Codex <noreply@openai.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-11 22:48:29 -07:00
DottaandPaperclip a7dd5284b5 feat: add company fast-response acknowledgements (#15748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Human messages start agent work through task, chat, and
external-channel intake.
> - Agent startup can delay the first visible response.
> - A small direct model call can acknowledge the request while normal
work starts.
> - This response must remain separate from evidence that the agent
answered or completed work.
> - This pull request adds optional company-wide fast responses with
durable receipts, access checks, and cost accounting.
> - Users receive prompt acknowledgement without changing the agent
execution path.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: database, shared contracts, server orchestration,
connections, and UI.

**Problem or motivation**

Users can wait for an agent to start before they receive a contextual
response. Generic progress messages do not confirm what the user asked.
An acknowledgement must not falsely complete work or satisfy an
unanswered turn.

**Proposed solution**

Add a disabled-by-default experimental fast-response model using an
existing shared API connection. Generate one short acknowledgement for
each accepted human turn. Use the existing agent identity and external
publication outboxes. Retain platform provenance and account for the
inference independently.

**Alternatives considered**

Running the acknowledgement through the agent runtime adds startup
latency. Restricting implementation to OpenRouter leaves other existing
API connections unsupported. This change supports all existing API
connections and uses OpenRouter for live verification.

**Roadmap alignment**

This extends existing agent communication and connection settings.
ROADMAP.md and open pull requests were checked. No duplicate
fast-response implementation was found. The maintainer supplied the
feature plan directly.

## What Changed

- Add Experimental fast responses to instance settings. Keep the feature
off by default. Enforce the flag at intake, dispatch, and publication.
- Move Decision model and Fast response setup to company Settings →
Connections when the experiment is enabled. Place Connections below
Environments. Separate the model sections with clear headings and a
divider. Keep Decision model in General when the experiment is off.
Route Costs setup links to the available settings page.
- Make the acknowledgement prompt a multiline template string. Ask for a
brief, positive response in the user’s language.

- Add settings, connection/model selection, sponsorship, fixed-sample
testing, and Costs history.
- Add a Vercel AI SDK text service for existing native, routed, Bedrock,
and local API connections.
- Add durable per-turn requests, a bounded worker, a three-second
admission deadline, and one inference attempt.
- Integrate task creation, task and agent chat, steering, queued
follow-ups, experimental board chat, shared chat intake, and email.
- Preserve receipt provenance and exclude receipts from completion,
recovery, interaction resolution, and agent wakeups.
- Recheck authorization, source validity, real replies, budgets, and
destination binding before publication. Preserve accounting for
suppressed or uncertain outcomes.
- Add provider contracts, database race tests, channel outbox tests, UI
tests, Stories, and documentation. Keep decision-model execution
unchanged.

## Verification

- Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
rebase. The UI typecheck and build also pass after the final navigation
fixes. All 37 focused navigation tests pass. The first full local `pnpm
test:run` invocation reported seven chat failures. All seven passed in
isolated reruns after fixture updates and host cleanup. This invocation
was stopped after the full final-head CI suite passed.
- Initial local database tests hit macOS shared-memory exhaustion. A
diagnostic confirmed `shmget: No space left on device` with the system
limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were
reclaimed. The isolated rerun passed all 31 fast-response and channel
tests. The two additional Slack regression cases also passed in a
separate rerun. No active database was stopped.
- UI token gates pass. Provider contract tests cover all supported API
connection types. Fast-response tests cover uniqueness, authorization,
budgets, expiry, cancellation, restart, real-reply races, and the
experimental flag.
- The test drive verified that disabling the experiment hides
Connections and redirects its direct URL. Enabling it restores the saved
OpenRouter setup. After restart on the final commit, the OpenRouter
settings sample returned “Sure, I’ll take care of fixing the border
around the settings panel.” in 428 ms. It used 260 input and 31 output
tokens and recorded $0.0000576 in reported cost.
- Earlier live OpenRouter verification produced a receipt in 1.013
seconds for a new task. The real agent then supplied its substantive
answer. A separate settings test took 1.34 seconds, used 246 input and
23 output tokens, and recorded $0.0000361.
- Live Slack verification on final commit
`24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial
task and a follow-up in a disposable bot DM. The initial acknowledgement
appeared 2.405 seconds after the Slack message and 1.413 seconds after
durable acceptance; the follow-up appeared in 2.322 seconds and 1.160
seconds respectively. The recorded generation/settlement durations were
898 ms and 697 ms. The initial call used 291 input / 39 output tokens
and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035.
- The Slack acknowledgements retained the assigned agent identity and
`origin: fast_response`, source-turn references, and no fabricated run
ID. A status snapshot after the initial receipt showed the task still
`in_progress` with its real execution run. The agent then read the CSV
fixture and correctly reported two ready items, two blockers, and their
owners. Both replies stayed in the originating DM, and no duplicate
generic working message followed the delivered contextual
acknowledgements. The `new` command started a fresh conversation session
without generating a fast response.
- An earlier eligible Slack turn generated a response but suppressed
publication. Its reported cost was retained, generic progress remained,
and the real agent completed the requested result. This is recorded
separately from the two delivered acknowledgements; the history did not
expose a precise suppression reason.
- Slack verification used real signed provider events, the existing
intake/publication paths, and a user-approved temporary webhook-only
HTTPS tunnel. Subscriptions were limited to direct-message events. The
test bot was paused and the tunnel stopped afterward. Live
channel/group-thread and GitHub journeys remain unverified; their mocked
tests cover intake, destination binding, publication, and continued
underlying work.
- Greptile reviewed final commit
`24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review
findings are fixed and all threads are resolved. [Final-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/38060015730)
passed. This includes grouped server/chat/workspace tests, serialized
suites, runner checks, browser journeys, typecheck, build, release
registry, policy, and the canary dry run.
- Manual check: enable Experimental fast responses. Open company
Settings → Connections. Select a shared API connection and model. Save
and use Test response. Submit a task message and confirm that its
receipt does not complete the task.

## Risks

- The migration adds receipt and configuration tables plus accounting
references. It uses idempotent statements and follows the current
migration sequence.
- A slow provider, authorization change, or real-agent reply can
suppress an acknowledgement. Existing progress feedback remains
available.
- Unknown provider billing retains a reservation until reconciliation.
External deliveries with uncertain outcomes must not be blindly
repeated.
- Live Slack initial-task and follow-up DM journeys pass. Live Slack
channel/group-thread and GitHub journeys remain unverified. The PR
remains a draft and records these gaps. Final-head repository CI and
automated review pass.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser interaction. The runtime does not expose an exact
model snapshot ID or context-window size; these are not asserted.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 13:09:17 -05:00
DottaandPaperclip 3ec7309d91 feat(voice): add experimental Speko task connection runtime (#15727)
First PR: runtime. UI: #15728. Qualification: #15729.

## Thinking Path

> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds an explicit voice transport to the existing connection
runtime.
> - The UI and qualification suites follow in linked PRs. Speko stays
experimental.

## Linked Issues or Issue Description

**Problem or motivation**

Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.

**Proposed solution**

Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.

**Roadmap alignment**

This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.

Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.

## What Changed

- Add additive voice schema, shared contracts, session APIs, and
provider callbacks.
- Bind browser, inbound, and outbound sessions to an endpoint, task, and
selected agent.
- Add low-trust guest intake in an explicitly selected sandbox and keep
ordinary approval rules.
- Submit task work through session-scoped tools and push approved
replies through Speko POST /v1/calls/{id}/messages.
- Distinguish provider acceptance from confirmed spoken playback.
Reconcile reports without downloading recordings.
- Add protocol, migration, persistence, provider, and
delivery-diagnostic tests.

## Verification

- Master 3389bea708 is integrated. Database/shared builds, server
typecheck, migration upgrade/replay checks, and 46
communication-guidance/provider/protocol tests passed.
- The final persistence suite passed 85 real-database tests. Five
focused native continuation/authorization regressions passed. Five
callback ownership/rotation tests passed after the last runtime repair.
- Review repairs cover reconnect ownership, current caller authority,
duplicate delivery, multipart answers, task-page answers, guest question
handling, and saved sandbox recovery.
- A real OpenCode/OpenRouter DeepSeek task ran in Daytona and saved a
correct disk-space answer. This did not establish live-call playback.
- Full local typecheck/build passed before the final repairs; focused
typechecks passed after them. Latest-head CI runs the repository gates.
- The separate integrated browser qualification passed two journeys and
failed browser answer retrieval. The feature remains experimental. The
report in #15729 records this failure and outstanding real-provider
acceptance.
- No lockfiles are included. Speko migrations follow master as
0324–0330.

## Risks

- Voice sessions add migrations and provider-dependent lifecycle
behavior. Migrations preserve existing chat and AI transports.
- Callback origins must be reachable HTTPS. Provider keys and signing
secrets remain vaulted.
- Unverified callers receive task-scoped low-trust authority. Caller ID
does not grant private task access.
- Outbound telephony incurs provider charges. Provider acceptance is not
proof that the caller heard an answer.
- Keep the feature behind the existing experimental chat setting until
the real browser, inbound, outbound, and delayed-result acceptance
matrix passes.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 21:54:11 -05:00
DottaandPaperclip 417db14e7d fix: show credential access errors in task chat (#15741)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use AI connections to run tasks for a responsible user.
> - A connection can deny access when its owner has not shared it with
that user.
> - The task conversation hides this cause behind a collapsed failure
marker.
> - People need to see which connection blocked the agent and how to fix
it.
> - This pull request shows an expanded access error in the task
conversation.
> - The error names the agent and connection, and links to the agent's
AI settings.

## Linked Issues or Issue Description

**What happened?**

A task could fail because its responsible user could not use the agent's
AI connection. The user saw a temporary error toast and a collapsed task
failure. The task did not clearly explain the access problem.

**Expected behavior**

The task should show a visible error that names the agent, the
connection, and the person who lacks access. For example: "Codie is
configured to use Dotta's API Key, but you don't have access to that
credential." It should offer a link to change the AI connection.

**Steps to reproduce**

1. Configure an agent with a personal AI connection.
2. Start a task for a user who cannot use that connection.
3. Open the task after the run fails.
4. Check that the access error stays visible and links to AI settings.

Refs #15714. That change classifies expected connection-sharing denials.
This change makes the same failure clear in task chat.

## What Changed

- Keep the connection display name in private error metadata when a
sharing check denies access.
- Store a private grant reference for the name visibility check. Use one
rule for task summaries and full run responses. Show the name to the
affected user and the connection sharing audience. Other task readers
see a generic label. Strip grant IDs from public run responses.
- Show an expanded error card for native and legacy task runs. Use "you"
only when the viewer is the responsible user.
- Link to AI settings and the failed run. Preserve names on resumed
native runs. Hide the old error after a newer successful attempt.
- Add full task-page Storybook examples, focused tests, and design
guidance.

## Verification

- Passed 249 focused tests for task chat, error text, private error
metadata, and the real database run summary. These include resumed
native runs and viewer access rules.
- Passed all UI token gates on the rebased branch.
- Checked the production task page in Storybook. Verified the viewer's
error, another user's error, mobile layout, and a newer successful
attempt.
- Passed `pnpm -r typecheck` and `pnpm build` in a clean checkout with
Node 24 and the pinned pnpm version. Passed the final server typecheck
after the response filter changes.
- Passed the real database route regression for the connection owner,
affected user, and another task reader. Passed the registered secret
redaction tests.
- The local route checks needed `--testTimeout 60000` for cold imports.
A broader local route run hit cold-import timeouts and an old fixture
assertion that is now fixed. The duplicate local `pnpm test:run`
aggregate was stopped to free resources. The full suite passed in CI
with the normal timeouts.
- Passed the full [final-commit CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/37996148342),
including all server, UI, runner, browser, typecheck, build, and canary
packaging gates. All 54 executed checks passed; two Storybook jobs were
skipped. Greptile reviewed the final commit at 5/5 with no remaining
findings, and every review thread is resolved.
- Review the Storybook group `Task / Credential access` for the notice
and full task-page examples.

## Risks

- Only the allowed connection display name enters the compact run
summary. Credential secrets, grant IDs, and arbitrary error details do
not enter it.
- Existing runs can lack the connection name. They show a clear fallback
message.
- The notice uses the existing task-run relevance rules. A newer attempt
or a completed task hides the old failure.
- No schema migration or API permission change is required.

## Model Used

OpenAI GPT-6 through Codex, with tool execution and browser
verification. The exact serving variant and context-window size are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 17:06:54 -05:00
DottaandPaperclip ed2c22ea8c feat(connections): simplify dedicated GitHub App setup (#15416)
## Thinking Path

> - Paperclip manages agent work and the tools each agent can use.
> - GitHub bots need their own App identity and restricted repository
access.
> - Manual App configuration and repeated setup gates make that
connection hard to finish.
> - GitHub can create an App from a manifest, but people must approve
creation and repository access.
> - Each Paperclip stack should own configuration, credentials,
signature verification, and task admission.
> - This change uses Cloud as an encrypted callback and event gateway,
then completes setup in the stack.
> - GitHub review bots have their own experimental setting. Chat
connector opt-in does not control them.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Dedicated GitHub App setup, bot settings, and task-scoped GitHub
replies.

**Current behavior**

Users must configure an App, copy credentials, repeat repository
selection, and complete manual verification gates. Review settings are
hard to scan. Mentions in descriptions can be missed, and automatic
completion text can produce an extra GitHub comment.

**Proposed behavior**

Choose an agent and connect GitHub under a personal account or
organization. GitHub asks for creation and installation consent.
Paperclip resumes the same draft, stores secrets locally, imports
access, verifies delivery, and opens Settings. Each accepted request has
one editable App-owned comment for progress and results. Review
assessments produce deterministic checks for the reviewed commit.

**Breaking changes**

GitHub bots require their own default-off experimental opt-in. The
setup-method and delegated-agent screens are removed. Per-person
automatic-run flags remain readable but are replaced by author filters.
Existing connections, direct webhooks, saved restrictions, and manual
existing-App recovery remain supported.

Companion gateway:
https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The
roadmap and related PRs were checked; no duplicate dedicated-App wizard
was found.

## What Changed

- Add an independent **GitHub review bots** setting across the catalog,
routes, identity admission, and task controls. Existing bots continue
running when the UI setting is off.
- Replace setup with Choose agent and Connect GitHub. Support personal
and organization owners, inline low-trust conversion, saved drafts,
known organization suggestions, automatic completion, and same-App
recovery.
- Keep manifests, OAuth PKCE, credential exchange, vault storage,
installation verification, and original webhook-signature validation in
the stack. Use the Cloud sealed gateway for public callbacks and
outbound local delivery.
- Add resumable owner metadata in migration 0323. Retry a failed
registration renewal through the same durable replacement rather than
creating another App route.
- Support authorized mentions in issue and PR bodies, comments, inline
comments, and review summaries. Preserve attachments, edited-source
identity, duplicate protection, and lifecycle invalidation. Filter
requests explicitly addressed to another connected bot.
- Give agents task-scoped review, comment, and update tools. Update one
working comment through progress and final output. Close coalesced
requests and recover delayed acknowledgements, including deleted earlier
working comments. Preserve automatic replies for legacy connections
without saved review configuration. Preserve partial publication
evidence and quarantine uncertain automatic fallbacks without blocking
Board messages or questions.
- Reorganize Settings and Access with rich slash-skill instructions,
numeric passing scores, clear automation controls, formal-review
tooltips, member and contributor sections, and verified App branding
links. Preserve invalid score drafts and automation choices across tabs.
- Paginate repositories in 20-row batches with search and a true
connection-wide toggle. Batch verification at GitHub's 500-ID token
limit. Keep saved repository overrides while hiding their editor.
- Give each review a detail URL that remains usable beyond the newest
100 records. Synchronize the manager OpenAPI contracts and add recovery,
authorization, UI, and browser regressions.
- Reconcile the current master branch and retain its agent avatar,
feature catalog, and extracted heartbeat preparation code. Preserve a
saved test-drive port and recover from an occupied high port.

## Verification

- Focused UI, independent experimental-setting, and CLI tests: 199
passed.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`
passed. The broad local Vitest attempt was interrupted after resource
timeouts and stale expectations; the affected regressions passed focused
reruns. The latest-head full CI matrix passed, including all browser
shards, server/chat suites, builds, typechecking, canary packaging, and
Docker context integrity. A Docker Hub 429 required a CI retry; it
passed without changing the code.
- Final review repairs: 127 attachment/event tests and server typecheck
passed. All 13 final integration regressions passed under the normal CI
timeout, covering legacy reply compatibility, deleted coalesced
comments, inline-only review completion, progress edits, and native
final recovery. Restart-safe description/review attachments passed the
attachment suite.
- Final regressions: four reply/lifecycle tests, both native GitHub wait
tests, 171 feature-gate/reply-contract tests, the routed review preview,
and five scheduler/reply regressions passed. The final fixture repair
also passed all six setup-continuation cases and all three complete
chat-test shards in CI, covering terminal receipts and retries under the
normal CI timeout. One loaded-host receipt run exceeded its local
timeout; the exact case passed in an isolated rerun and the complete CI
shard.
- GitHub integration tests cover personal and organization setup, retry
recovery, edited mentions, attachment provenance, coalesced requests,
delayed acknowledgements, partial review writes, old review URLs, and
company boundaries.
- Browser qualification: both GitHub journeys, all five provider
setup/management journeys, and the GitHub uncertain-send recovery
journey passed. GitHub setup, reconnect, and task replies run with chat
disabled; chat enabled alone cannot expose GitHub bots. The disposable
qualification database was removed after testing.
- Earlier live qualification verified App-owned issue replies, native
slash-skill invocation, progress comment edits, and a 5/5 PR review with
a passing current-head check in the dedicated permissions-smoke
repository. These live checks did not use personal credentials as bot
execution authority.

## Risks

- Deploy the merged Cloud gateway protocol before the stack update. Each
callback and encrypted event must retain the original instance and
tenant binding.
- Migration 0323 uses idempotent column additions for test installations
that already applied the earlier draft migration number.
- A verified connection does not prove runtime isolation or a completed
review. Runtime checks remain separate.
- Required merge checks must be configured in GitHub. A passing numeric
score does not formally approve a PR; approval and request-changes tools
remain opt-in.
- Existing-App credentials cannot silently renew an uncertain manifest
exchange. Recovery preserves the existing App, draft, connection, and
agent.
- Repository changes save immediately. Global toggles affect all
currently available repositories, including unloaded rows, without
granting new installation access.
- A failed or uncertain tool write suppresses automatic fallback text;
the governed outbox retains its evidence. Deleted or replaced response
comments are not recreated through a personal credential fallback.
- GitHub logo upload remains an optional human action in GitHub App
settings. Runtime provisioning, delegated setup, screenshot publication,
and production push delivery remain deferred.

## Model Used

OpenAI Codex, based on GPT-6, with tool use and code execution. The
exact runtime model identifier and context size are not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 17:01:20 -05:00
DottaandPaperclip b6b3cb3761 Fix unavailable workspace branches with an inline repair and retry (#15726)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Isolated workspaces must resolve a starting Git ref before an agent
starts.
> - A task can explicitly select a branch that the repository does not
have.
> - The current recovery notice calls this a missing secret and offers
no branch repair.
> - This pull request explains the branch failure and adds a task-scoped
repair action.
> - Operators can correct the branch and request a guarded retry from
the task thread.

## Linked Issues or Issue Description

Related: Refs #11892 added unresolved-ref recovery. Refs #15719 added
bounded failure diagnostics. This change uses that recovery path and
adds its operator repair UI.

**What happened?**

A task that selects `main` in a repository with only `master` stops
before the adapter starts. The task shows a missing-secret message and a
generic retry. Repeating the run cannot fix the stored branch setting.

**Expected behavior**

Explain that the starting ref could not be resolved. Offer a verified
repository default, or let the operator enter a branch. Save only the
task's starting branch and retry its recorded owner through the existing
admission gates.

**Steps to reproduce**

1. Create an isolated-workspace task in a repository with `master` and
no `main`.
2. Set the task's base ref to `main` and assign an agent.
3. Wait for the configuration failure.
4. Use the inline branch repair and confirm the agent completes in a
worktree based on `master`.

## What Changed

- Replace the missing-secret diagnosis for unresolved workspace refs.
Keep uncertain fetch/access failures described as uncertain.
- Read the remote's advertised default branch with the existing Git
credentials and a bounded timeout. Do not guess or silently change the
branch.
- Add an atomic branch repair to the existing recovery resolution
endpoint. Check company access, board runtime permission, incident
identity, current owner, task/project state, dependencies, interactions,
approvals, budget, and active execution before requesting a retry.
- Preserve the effective inherited workspace setup when saving the task
branch override, and attach one repair notice per failed run even when
the incident is reused.
- Bind the shared repair card to the exact recovery notice and failed
run in both task-thread renderers. Validate branch syntax and prevent
duplicate submissions.
- Add Storybook examples, regression tests, and a documented local
acceptance fixture with a real Git repository and process adapter.

## Verification

- Red/green regressions cover the repair endpoint and preservation of
inherited agent setup. The regression failed before each fix and passed
afterward.
- Focused integration suite: 162 tests passed; task-thread/card suite:
230 passed. After review refinements, all 13 repair-route tests, 10 card
tests, 77 recovery-action tests, and the repeated-failure heartbeat
regression passed locally.
- Real browser acceptance passed for suggested-branch and custom-entry
repairs. Invalid syntax left the task blocked. Both valid repairs ran
the authenticated worker in a real isolated worktree and reached Done;
reload preserved the result.
- Repeated failures reused the recovery incident and retained an
actionable notice on the latest run. The inherited-setup journey
verified the provisioned file, agent branch template, worktree parent
directory, and actual Git commit before completing. [Before/after
screenshots](https://github.com/paperclipai/paperclip/pull/15726#issuecomment-6088734666).
- Full local typecheck and build passed; server typecheck passed again
after review fixes. Token gates passed.
- The monolithic local Vitest run was stopped after resource-contention
timeouts and stale assertions. Targeted regressions were rerun; the full
CI matrix passed on final revision
`26c543ff490bec29ddc77a49ee532c7f84fb96dc`. One signoff E2E
worker-cancellation failure passed on a rerun without code changes. The
two opt-in Storybook workflow jobs were skipped; the Storybook journey
was checked manually.
- Repeat the live journey with `tests/e2e/workspace-base-ref/README.md`.
Storybook examples use simulated callbacks and are not the live
acceptance proof.

## Risks

- Default-branch discovery can add up to 10 seconds to an unresolved-ref
failure. Lookup failure leaves manual entry available.
- A valid branch name can still be absent or inaccessible. The retried
workspace preparation remains authoritative and can block again with new
evidence.
- Retry remains subject to normal admission gates. The repair changes
only the task override; it does not alter project or agent defaults.
- No database migration or new dependency.

## Model Used

OpenAI GPT-6 through Codex, with tool execution, repository analysis,
and browser testing. The exact serving variant and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 15:56:14 -05:00
Devin FoleyandPaperclip 98e3cec78e feat(costs): report monthly subscriptions beside API spend (#15634)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Costs page reports API charges and subscription token usage.
> - Subscription runs do not show the recurring fee paid for the
account.
> - Several agents can share one paid seat, so a fee per agent would
overstate cost.
> - This pull request identifies connected subscription accounts and
reports each monthly fee once.
> - Users can compare API spend and subscription costs, see uncertainty,
and enter their actual price.

## Linked Issues or Issue Description

Refs #498 and #3406 for related subscription reporting needs. This
change does not add subscription budget enforcement or automatic
optimization.

Related prior approaches: #10544 and #11104 proposed API-equivalent
token costs for subscription work. This PR reports recurring account
fees separately from usage charges and budgets. A search found no open
PR for monthly account fee reporting.

**Subsystem affected**
Costs, managed AI connections, shared contracts, database schema, and
board UI.

**Problem or motivation**
An organization can pay for subscriptions even when included runs record
no additional dollar charge. The Costs page cannot show that monthly
commitment or distinguish a shared paid seat from several separate
seats.

**Proposed solution**
Discover account identity from the managed connection selected for a
run. Use exact known plans for labeled monthly list-price estimates.
Keep ambiguous plans and unconfirmed identities unpriced until the user
supplies a price. Sum current monthly fees separately from date-filtered
API charges and token usage.

**Alternatives considered**
A fee per agent double-counts shared accounts. Token-based API price
estimates do not measure the recurring subscription fee. Provider
invoices would be more exact but are not available through these account
credentials.

**Roadmap alignment**
Extends the shipped Better Budgeting and Personal & Shared AI Accounts
capabilities. The feature and UI were reviewed with the maintainer
before this PR.

## What Changed

- Add company-scoped subscription accounts, connection bindings, and
immutable price revisions in replay-safe migration 0322.
- Identify OpenAI workspace/seat and Claude organization/account pairs
only after provider authentication. Keep provisional records
grant-scoped; unchecked ID-token claims cannot combine accounts or grant
billing editors. Keep credentials and raw provider identities out of
reports.
- Attach the selected subscription to new run receipts. Resolve
duplicate aliases without rewriting old monetary receipts.
- Add cached background discovery with four provider checks and twenty
discovery requests at a time. Accepted requests wait for capacity;
excess requests receive HTTP 429 and a UI retry action. Preserve saved
prices and observations when a provider check fails. Dashboard polls
load current prices only; audit revisions stay in the database.
- Support owner-controlled monthly or annual prices, fractional-cent
precision, separate currency totals, tracking status, and duplicate
linking. Preserve both personal owners and shared-account managers when
discovery finds the same paid seat.
- Show API spend beside monthly subscription commitment, with separate
token totals and clear estimate labels. Account details and fee totals
follow billing-owner/shared-audience visibility; company-wide token
totals remain available to cost readers.
- Use consistent amount and estimate badge formatting for agent, user,
project, and model rows.
- Add real PostgreSQL tests, route authorization tests, UI tests,
interactive Storybook fixtures, and operator documentation.

## Verification

- Current head `d7b5c78dadf5033a3c447d83434676ac94687e77` passed all 53
checks, with two checks skipped. This includes the full test matrix,
browser tests, build, typecheck, migration policy, canary packaging, and
security checks.
- Greptile Apex reviewed that exact head at 5/5 with no unresolved
findings.
- Local `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`,
migration safety checks, and `git diff --check` passed.
- All 238 focused tests passed across accounting, subscription
persistence, authorization, UI, migration replay, and snapshot drift.
- The expanded local chat suite passed 1,149 tests. Two cases failed
because this workspace found an unrelated ancestor skill directory; both
passed unchanged in an isolated checkout. The full local Vitest command
was not repeated after the rebase because of this environment issue. CI
covered the complete test matrix on the final head.
- Migration `0322_reflective_kree.sql` follows master's
`0321_acoustic_human_fly.sql`. Its snapshot and journal were
regenerated. Master's migration and snapshot are unchanged. The
subscription SQL retains its original content and hash.
- Disposable PostgreSQL upgrade fixtures applied master's added
lifecycle and Slack migrations without changing saved subscription
prices or cost receipts. The renamed subscription migration was
recognized by hash, retained one history row, and a second migration run
was a no-op.
- Regression tests cover provider capacity, fractional-cent edits,
billing visibility after grant revocation, and
fixed-price/credit/unknown usage. The new UI billing-label tests fail
against the old wording and pass with the fix.
- Browser checks passed for desktop and mobile layouts, shared-account
totals, annual price edits, unknown prices, and stale provider data.
- A live OpenAI account probe returned HTTP 200 and a verified Pro
account identity. The generic Pro plan correctly remains unpriced.
- Live Claude discovery identified Max 20x and a $200/month estimate.
Two real Claude agent runs were attributed to that same account, with
two usage receipts, two agents, one monthly fee, and zero additional
usage charges. Two OpenAI connections also deduplicated to one account.
- Live Codex execution is not verified: both Paperclip's managed hello
test and a direct host `codex exec` fail with a workspace-routing
authentication error. The current credential passes the usage API probe.
This is separate from the successful account-discovery check.
- A local performance fixture with 50,000 usage events and 5,001 saved
price revisions produced a 1,589-byte report in 11.5 ms median / 12.2 ms
maximum over ten warmed runs. PostgreSQL used the subscription/revision
index to read one current price row. These are local measurements, not a
production latency guarantee.
- [Desktop, account details, and mobile
screenshots](https://pages.paperclip.ing/pr-15634-subscription-costs-d5d285e2/)
show the production Costs page with synthetic Storybook fixtures.
- To inspect the UI, run `pnpm storybook` and open **Costs /
Subscriptions**. Edits there change fixture data only.

## Risks

- Provider plan identifiers can change. Unknown plans remain unpriced.
Automatic prices are estimates before tax; discounts and negotiated
prices require a user-supplied amount.
- Subscription fees describe the current monthly commitment. They do not
follow the selected usage date range and do not consume agent budgets or
create finance events.
- Monthly fees cover only accounts visible to the viewer; company-wide
token totals retain their existing scope.
- Legacy or unmanaged usage can remain unattributed. Unconfirmed
identities require manual prices and may need explicit duplicate linking
after credential changes.
- Disconnecting a connection does not prove provider billing stopped.
Users must end or exclude tracking explicitly.
- Migration 0322 adds tables, a nullable cost-event column, and an
index. It is replay-safe, but normal migration locks still apply.

## Model Used

OpenAI Codex, based on GPT-6. This session did not expose a more
specific backend model ID or context-window size. Capabilities used:
code editing, shell execution, database tests, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 13:38:01 -07:00
DottaandPaperclip cb291bf129 Fix Dot Cloud invitation and anonymous consent setup (#15722)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Dot joins through a public MCP connection and the Runner task
system.
> - A new hire must connect before its lifecycle can become ready.
> - The invite UI treated the hire's temporary paused status as a manual
pause.
> - Anonymous Cloud consent also reloaded after protected background
probes returned 401.
> - This pull request fixes both gates without changing server access
checks.
> - The benefit is that a new Dot can complete Cloud setup and the UI
waits for actual readiness.

## Linked Issues or Issue Description

Related merged work: #15691 and #15581. I searched open Dot PR and issue
titles. I found no duplicate.

**What happened?**
A new Dot invite displayed “Resume this agent before connecting Dot.”
The hire was preparing or verifying. The anonymous Cloud consent page
remained on “Loading connection request…” because background
tenant-session failures caused repeated document reloads.

**Expected behavior**
The invite must issue a setup prompt when the server permits connection
setup. Public Dot consent must load without a board session. The Done
button must wait for both the binding and agent lifecycle to become
ready.

**Steps to reproduce**
1. Enable Dot, Assistant connections (MCP), and the native Runner on a
Cloud test tenant.
2. Choose New Agent, Invite an external agent, then Dot.
3. Observe the false resume gate on the new hire.
4. Open the plugin's public Dot consent page in a browser without a
tenant board session.
5. Observe the loading loop after a protected background probe returns
`tenant_session_required`.

**Paperclip version or commit**
Reproduced on `556daf9a99e8674f9c4a1c38ac20ae9adafdd417`.

**Deployment mode**
Cloud staging with a managed Daytona Runner. No production tenant
changes.

## What Changed

- Return lifecycle state and connection setup authority in the operator
Dot binding response.
- Use that authority to prepare prompts during hire preparation and
verification.
- Continue polling after event readiness until the agent lifecycle is
ready.
- Keep expected tenant-session failures from reloading an exact public
Dot consent route.
- Classify Dot consent as a global route. Retain board session and
archived-stack recovery.
- Add regression tests and update the Dot deployment documentation.

## Verification

- Before the fix, regression tests reproduced the false pairing gate and
anonymous consent reload.
- After the fix, 34 Dot invitation tests and 51 public consent/API/route
tests passed before rebasing.
- Full workspace typecheck, full build, final UI typecheck, and design
token gates passed locally. All current-head CI gates are green,
including full tests and browser E2E.
- The final UI regression run passed 80 tests. The broad local test run
has reported failures in unchanged chat, OAuth-tool-access, and
native-resume suites while running alongside other development
instances; the equivalent isolated CI lanes passed. The broad local run
was stopped after these failures to release local resources; it is not
claimed as passing.
- Live Cloud qualification passed OAuth discovery, the approved agent
grant, ChatGPT account handoff, a signed event subscription, and the
inbox readiness challenge. The agent became ready and normal scheduling
launched the managed Runner. A real Dot accepted the task, read its
context, wrote and verified a document, posted a comment, and completed
through paperclip_finish and paperclip_dot_finish. The task persisted as
Done after reload, and the successful turn's sandbox was destroyed with
a successful cleanup receipt.
- Restarting the existing Dot refreshed its newly installed plugin
actions. The first Daytona allocation remained creating and hit the
acquisition deadline; a bounded normal retry acquired a sandbox and
launched through authenticated provider ingress. The earlier allocation
still rejects deletion while creating (HTTP 409), so its failed-run
cleanup remains pending.
- After deployment, use a real Dot to open the consent page without
board credentials, pair, confirm task events, and finish an assigned
task through the managed Runner.

## Risks

The operator binding response has two new required fields. Server and UI
must deploy together. The recovery exception only applies to a valid Dot
consent pathname and tenant-session 401 responses. It does not expose
protected APIs or suppress archived-stack recovery. No schema migration
or agent permission change is required.

## Model Used

OpenAI GPT-6 through Codex. Used reasoning, repository tools, test
execution, and browser control. The runtime does not expose a more
specific 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>
2026-10-09 15:19:33 -05:00
DottaandPaperclip 3fc64c5156 feat(slack): add Require at-mention setting (#15612)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack messages can create tasks and continue existing tasks.
> - A reply in a subscribed thread can start agent work without a new
mention.
> - Some users want to control each reply with an explicit bot mention.
> - This pull request adds a Require at-mention setting to Slack app
settings.
> - The setting checks new messages and queued messages before they
start work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Slack app settings and the rules that admit inbound messages.

**Subsystem affected**

Server, UI, database, and shared API contracts.

**Current behavior**

After the bot joins a thread, an ordinary reply can wake the agent.
Direct messages do not need a bot mention.

**Proposed behavior**

Add Require at-mention below Allow direct messages. When enabled, each
channel message, thread reply, and direct message must mention the bot.
Direct messages must also be allowed.

**Reason and benefit**

Users can prevent ordinary conversation from starting agent work.

**Breaking changes**

New Slack connections require a bot mention by default. Existing
connections keep their saved setting. Work that has already started is
not cancelled.

**Additional context**

A search for existing at-mention PR titles found no duplicate.

## What Changed

- Add the endpoint field, schema validation, API response, and UI
toggle. New Slack connections enable the setting.
- Add an idempotent database migration and generated metadata. Renumber
it to 0321 after current master.
- Check the current setting at inbound admission, task mutation, and the
first heartbeat queue claim.
- Keep Slack tool access and recovery for already-running work when the
setting changes.
- Cancel queued batches that contain an unmentioned input, including
coalesced messages.
- Dispatch promoted follow-ups after the scheduler releases its agent
start lock. Preserve these checks in the new queue and run-control
modules.
- Filter unmentioned messages without retaining their content.
- Keep provider-message deduplication and existing access checks.
- Add thread, DM, duplicate-delivery, queued-message, and new-connection
default regression tests.
- Document the setting and its scope.

## Verification

- Previous head `16791bb7`: typecheck, build, all server shards, Runner
checks, and E2E passed. Two chat shards failed in three fixtures that
used unmentioned Slack messages.
- Update setup follow-ups to mention the Slack bot. Disable the mention
rule explicitly in the callback ordering test, which tests ordinary
subscribed replies.
- Previous local checks passed: six Slack integration cases, all 46
durable chat scheduler tests, all 24 queue/run-control tests, migration
safety, and UI token gates.
- Greptile reviewed `16791bb7` with 5/5. All review threads are
resolved.
- Head `53163c20f`: all five focused integration cases passed. These
cover all three prior CI failures and both default-on channel/DM cases.
Fresh CI and Greptile are running.
- Full local recursive typecheck, build, and repository tests were not
repeated for this fixture-only change. CI supplies these checks.
- Manual check: create a Slack connection. Require at-mention must be
on. An ordinary thread reply or DM must not wake the agent. A bot
mention must wake it once. Disable the setting and confirm ordinary
replies work again.

## Risks

- The migration adds a non-null boolean with a false default. Apply it
before the new server runs.
- The setting also applies to DMs. The UI help text states this.
- Enabling it blocks queued unmentioned work but does not cancel a run
that has already started.
- Full local verification is limited by the environment constraints
above; latest-head CI must pass before merge.

## Model Used

OpenAI GPT-6 (Codex agent), with reasoning, tool use, and code
execution. The runtime does not expose a more specific model version 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
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 14:03:02 -05:00
Nicky LeachandPaperclip 5badea4798 Use the agent lifecycle contract for plugin setup and status (#15391)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Some plugins must prepare resources before an agent can work.
> - Those resources must stop or be removed when the agent pauses or
terminates.
> - The agent lifecycle module now owns these steps and their durable
completion.
> - Plugins use its required callback contract instead of a separate
readiness query.
> - This PR documents that contract and shows its progress and retry
action on the agent page.

## Linked Issues or Issue Description

Refs: #15631

**Subsystem affected**

Required plugin lifecycle work and the agent detail page.

**Problem or motivation**

The lifecycle module exposes `onAgentLifecycle` and
`agents.lifecycle.manage`, but the plugin authoring guide does not
explain their use. The agent page displays legacy status. Setup
therefore looks paused and offers Resume. Termination leaves the page
before resource cleanup completes.

**Proposed solution**

Use the callback, admission guards, persisted state, and retry route
supplied by the lifecycle module. Show pending phases and fixed host
errors. Keep the detail page open during incomplete termination. Use
lifecycle state for pause and resume controls.

**Alternatives considered**

A separate plugin readiness query would duplicate the module's state and
admission rules. The final diff contains no readiness API, database
commit hooks, or second admission check.

## What Changed

- Document the manifest declaration, callback results, phase ordering,
capability scope, retry behavior, and provider revision requirements.
- Correct SDK comments for lifecycle, routing, and external object
callbacks.
- Show preparation, verification, pause, resume, termination, and
cleanup progress from the existing agent fields.
- Refresh pending steps every two seconds and other states every thirty
seconds. Keep these reads separate from the agent record used by
editable forms. Use the existing authorized retry route for failed
steps.
- Offer Pause during setup. Disable pause and resume while stop or
cleanup is incomplete. Keep cleanup failures reachable on the detail
page. Disable new work after termination starts.
- Test required resource work across setup, pause, resume, and confirmed
deletion. Test every worker callback phase, missing handlers, retry
authorization, and UI behavior.

## Verification

- Focused UI tests: 139 passed across lifecycle status, action buttons,
API tests, and the configuration form. A regression preserves unsaved
edits during an in-flight lifecycle refresh and a failed refresh.
- Focused host and shared tests: 113 passed across lifecycle
integration, retry authorization, plugin RPC, and manifest validation.
The database suite used isolated local PostgreSQL 18 through a temporary
loader outside the repository.
- Module boundary tests: 11 passed. Module import/write checks and UI
token gates passed.
- Plugin SDK build, server direct TypeScript check, and UI TypeScript
check passed.
- `git diff --check` and an added-line secrets/private-reference scan
passed. Fixtures use synthetic identities.
- Full `pnpm -r typecheck` and `pnpm build` passed using the existing
local Rust toolchain.
- Visually checked all six progress phases with the application
components and styles. Captured preparation and cleanup failure
screenshots from the production UI build with synthetic API data;
artifacts are kept outside git.
- Full local `pnpm test:run` was attempted and stopped after a
native-runner failure reproduced in isolation:
`native-session-resume.test.ts` / `archives a damaged prior epoch before
completing guarded same-task replacement with real runnerd` returns a
failed Codex fixture result instead of success. The native-runtime and
runner trees are unchanged from the base. No full local test pass is
claimed.
- All latest-head CI checks passed, including test shards, verification,
E2E, and the canary packaging check. Greptile reviewed commit
`96473e03a` at 5/5 with no unresolved comments.

## Risks

- Selected required plugins remain a dependency for lifecycle
completion. The lifecycle module retains their requirements when a
plugin is disabled or removed.
- Plugins must make repeated provider operations safe and fence older
revisions. Host revision checks do not cancel external requests.
- Polling adds one agent-detail read every two seconds during pending
work and every thirty seconds otherwise.
- No schema change, private VM provider implementation, resource
backfill, or deployment is included. No live provider test was run.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
editing, and command execution. The exact model revision and context
window were 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 linked existing issues or described the issue in-PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run focused 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 risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no unresolved comments
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 11:15:24 -07:00
DottaandPaperclip 2b688a8fe3 feat(connections): add verified MCP providers and setup fixes (#15621)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give agents governed access to external tools.
> - Several provider MCP servers lacked a supported catalog entry or
failed during setup.
> - Real browser tests identified specific registration, session, and
form defects.
> - This pull request adds seven catalog entries and fixes the shared
paths used by eleven verified providers.
> - Users can connect these providers through the existing Apps flow and
control each action.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Apps catalog and remote MCP setup, discovery, and action tester.

**Subsystem affected**

Shared app definitions, the server tool services, and the Apps UI.

**Current behavior**

Seven providers lack a catalog entry. Airtable can select an advertised
client-metadata flow that fails. Calendly rejects the registration name.
Tavily needs an initialized session before a call. Firecrawl exposes
invalid defaults for optional nested form objects. HTTPS setup can
display a callback that differs from the server callback.

**Proposed behavior**

Add Calendly, Exa, Firecrawl, GSC Wizard, Parallel Search, Tavily, and
Windsor.ai. Preserve Airtable, Linear, Make, and PostHog. Use reviewed
provider options through the shared MCP and OAuth paths. Display the
callback supplied by the server. Omit untouched optional object inputs.

**Reason and benefit**

Eleven providers passed bounded reads through the real Paperclip browser
action tester. This PR includes that verified set and its required
shared fixes. Unfinished providers remain outside this change. AgentMail
keeps its existing integration.

**Breaking changes**

No database migration. Existing OAuth credentials and action policies
keep their ownership and access rules. Airtable's reviewed method
re-registers a retained client-metadata binding through DCR. Tavily's
reviewed method initializes sessions before dispatch. The existing
customer, managed, and Vercel OAuth gateway paths now refresh on
upstream 401 and return `oauth_refreshed_retry_required` (409),
requiring an explicit caller retry. They do not replay the rejected call
automatically; the next invocation initializes a fresh credential-scoped
session when required.

Related catalog work: #15545. This branch preserves current master
catalog entries and does not add another Google Workspace integration.
Open and closed provider PRs and public MCP issues were searched. No
duplicate for this verified set was found. The change extends the
shipped Connected Apps roadmap item.

## What Changed

- Add seven catalog entries with official provider branding and reviewed
permissions.
- Update Airtable, Linear, and Make metadata and show Make in Apps.
- Add authoritative provider source overrides that use the existing
generation and review checks.
- Add the reviewed Airtable DCR option and compatible Calendly
registration names.
- Initialize Tavily sessions before discovery and calls, including
retained connections. Keep credential-scoped session caching and single
call dispatch.
- Use the server's callback URL in the OAuth setup UI.
- Omit untouched optional object defaults; keep supplied empty strings,
false, zero, and object values intact in the action tester, with strict
required-child validation.
- Require an explicit retry after OAuth refresh instead of replaying a
tools/call with missing session headers.
- Record all eleven successful reads, write policies, auth-method
limits, and qualification caveats. Omit credentials and private account
data.
- Find chat connector cards through catalog search in browser tests, so
pagination does not hide Slack or other later entries.

## Verification

- Real browser qualification: eleven bounded reads passed. Catalog
refresh and reload proof are recorded in
`doc/connections/verified-mcp-qualification-2026-10-08.md`.
- Provider writes and actual agent-adapter sessions were not run.
Alternative documented auth methods and expiry refresh remain
unqualified.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- Focused shared/catalog tests: 41 passed. Source override tests: 3
passed. Catalog regeneration fixture suite: 9 passed. Latest form
regression suites: 31 passed. Gateway suite: 38 passed. Other focused UI
suites passed before these last fixes.
- UI token gates and both token sync checks: passed.
- The catalog regeneration fixture includes the authoritative provider
overrides; its full suite passes. The focused OAuth socket case passed
on isolated rerun.
- Complete local UI suite: 7,866 passed. CLI suite: 511 passed, 6
skipped. Complete shared suite: 892 passed.
- The unchanged AgentMail/ClickUp discovery fallback suite passes all 45
cases. An OpenAI login test passed on isolated rerun.
- Local broad database coverage is limited by macOS PostgreSQL
shared-memory exhaustion (`shmget: No space left on device`, not disk
space). The broad run was interrupted after diagnosis; no host settings
or other running services were changed.
- CI found that the Slack browser test assumed its catalog card was on
the first page. The test now uses catalog search; the Slack case passes
locally. Adjacent GitHub and iMessage cases could not start locally
because embedded PostgreSQL initialization failed before browser
assertions.
- Final commit
[`febe4520e`](https://github.com/paperclipai/paperclip/commit/febe4520e13d4b3a4121eafc3d22540c2b11379d):
all 54 checks passed, with none pending or failed. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37847182065)
passed typecheck, build, all general and serialized test suites, all
eight browser shards, runner checks, canary dry run, and the aggregate
verification gate.
- Greptile reviewed that exact final commit at 2026-10-08 21:33 UTC and
returned 5/5 with no outstanding findings or unresolved threads.
- PR UI preview against the existing local test server: Calendly
catalog/setup observed; Firecrawl read passed after expanding More
options with nested optional inputs untouched. This retest proves
frontend behavior, not the revised OAuth backend against a live
provider.

<details>
<summary>Browser evidence</summary>

![Calendly
catalog](https://raw.githubusercontent.com/paperclipai/paperclip/codex/verified-mcp-connectors/doc/connections/verified-mcp-qualification-2026-10-08/calendly-catalog.jpg)

![Calendly
setup](https://raw.githubusercontent.com/paperclipai/paperclip/codex/verified-mcp-connectors/doc/connections/verified-mcp-qualification-2026-10-08/calendly-setup.jpg)

![Firecrawl
read](https://raw.githubusercontent.com/paperclipai/paperclip/codex/verified-mcp-connectors/doc/connections/verified-mcp-qualification-2026-10-08/firecrawl-read.jpg)

</details>

## Risks

- Provider registration and consent behavior can change. Airtable's DCR
option is explicit and keeps the existing issuer, resource, redirect,
and PKCE checks.
- Tavily uses initialized sessions without automatic call retries. After
a successful OAuth refresh following 401, callers now receive a
retry-required result. A later explicit retry can still require
reauthorization if the provider rejects the refreshed token. Provider
writes are not live-qualified.
- Optional object cleanup affects the shared action tester. Regression
tests cover absent objects, required children, defaults, and populated
values.
- GSC Wizard's underlying Google data scopes and Google flow completion
were not independently verified. Its account reported paid/trial
metadata of unknown origin. No purchase was performed.
- No database migration, new AgentMail integration, or change to
existing action grants is included.

## Model Used

OpenAI GPT-6 through Codex assisted with implementation, research, tool
use, and code execution. The root backend model ID and context window
are not exposed in this session. The cheaper subagents used OpenAI
`gpt-6-luna`. No model context size is inferred.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 08:10:46 -05:00
DottaandPaperclip 2b4a1d7073 feat(dot): add guided invitations and persistent agent connections (#15581)
Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-08 16:26:41 -05:00
DottaandPaperclip d66acb7ac1 feat: automate Slack bot app setup and installation (#15413)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors give each agent a customer-owned bot and task-backed
conversations.
> - Manual Slack setup requires app creation and copying durable
credentials.
> - Operators need a shorter setup that an assisting agent can use
safely.
> - This pull request creates the app through Slack's Manifest API and
installs it through OAuth.
> - Durable registration state supports recovery without creating
another app.
> - A four-screen wizard, automatic avatar upload, and OAuth account
linking reduce setup work.
> - Connector settings and per-turn tool guidance support daily use
after installation.

## Linked Issues or Issue Description

**Subsystem affected**

Native Slack bot setup, company secret storage, chat connector
management, and agent tool guidance.

**Problem or motivation**

New Slack bots require manual app creation and copying a signing secret
and bot token. Interrupted setup can create duplicate apps. The setup
and management screens contain unnecessary controls. Agents also need
guidance for native questions, files, thread replies, and governed Slack
actions.

**Proposed solution**

Use a temporary app-configuration access token to create a
customer-owned app. Save durable secrets in the vault. Bind OAuth to the
initiating actor, company, endpoint, registration revision, scopes, and
configured origins. Preserve manual and existing-app recovery. Link the
installing user's account, send a welcome DM, and advance from saved
server evidence. Keep request-URL recovery instructions available if
automatic connection detection waits.

**Alternatives considered**

The Slack CLI adds installation requirements. Socket Mode changes
transport. A shared Paperclip-owned app changes app ownership. These
alternatives are outside this change.

**Roadmap alignment**

This extends existing chat connectors and secrets capabilities. Related
public work: #14037 and #13954 cover Slack MCP prerequisites and user
OAuth. No duplicate bot-registration PR was found.

## What Changed

- Share one reviewed manifest builder between automatic registration and
manual setup.
- Add replay-safe migration 0318 and company-bound registration state
with vault references and uncertain-creation recovery.
- Add registration, installation, callback, and resume APIs with
short-lived, single-use OAuth state.
- Save installation credentials before downstream checks and preserve
bot identity constraints.
- Reduce automatic setup to four screens. Keep advanced app details,
manual recovery, and existing-app setup.
- Upload the agent avatar with the Paperclip dark background. Link the
OAuth installer's account and send setup DMs.
- Show agent and connector-owner avatars. Simplify settings, access, and
conversation screens.
- Discover joined Slack channels and enable them by default. Start a
task from a bare mention and admit same-thread follow-ups.
- Refresh Slack tool guidance each turn. Add native-form, file,
approval, and delivery regressions plus manual model probe definitions
and sanitized acceptance records.
- Update deployment/database docs, OpenAPI, redaction, removal cleanup,
production Storybook stories, and provider browser tests.
- Merge current master and move the registration migration after its
latest migration without rewriting published commits.

The completed Slack success view intentionally has a single centered
**Done** action and no **Save & exit**, as explicitly requested by the
product owner. `DESIGN.md` records this exception; unfinished setup
steps retain the aligned wizard footer.

## Verification

- Passed after the master merge: repository typecheck, full build,
Storybook build, design-token gates, module-boundary gates, and
migration generation.
- Passed: all 352 focused Slack deterministic tests and all 14 affected
provider browser tests. Browser tests use controlled provider fixtures
and a separate throwaway instance.
- Passed on current head `c5d01e0e2`: the complete GitHub test matrix
(general server, chat, all workspaces, serialized server, and Runner),
all eight browser shards, typecheck/release registry, build, canary dry
run, security checks, and policy gates. There are 52 passing checks and
no pending or failing checks.
- Greptile completed on the exact current head with 5/5 and no
actionable findings or open review threads.
- Local repair verification passed 93 focused tests, including same-app
reinstall after revocation and rejection of consent started before
revocation, the AgentMail browser journey, and repository typecheck.
Local build and Storybook build also passed. The redundant local
full-suite rerun was stopped after the complete current-head CI matrix
passed.
- Real Slack setup and agent replies were exercised in the authorized
isolated test drive during the setup iteration.
- The ten additional model probes were attempted with legacy
`codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were
partly verified. Native runtime is not qualified. See
`server/src/services/connectors/slack/evals/2026-10-08-acceptance.md`
for evidence and limits.
- Passing model probes cover native forms, downloaded file bytes, bare
mentions with thread replies, explicit posts/reactions, and saved
approval denial.
- The controlled uncertain-write probe found wrong delivery-check IDs.
The canvas fallback attempt used an invented tool name. Search
pagination/native search, a private-source denied-tool receipt, and
distinct board/webhook origins remain unqualified.

Reviewer path: enable Chat connectors, start Slack chat setup, select an
agent, enter an app-configuration access token, and approve Slack
installation. Send a message to the bot and confirm that setup advances
to success. Inspect settings and allowed channels. See
`doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery.

## Risks

- Slack app creation has no provider idempotency guarantee. A timeout
after dispatch stays uncertain until the operator checks Slack.
- OAuth needs a stable public HTTPS board origin. Webhook ingress may
use a separate configured HTTPS origin. Workspace policy can delay
installation.
- Migration 0318 can replay safely on instances that applied the earlier
development migration.
- OAuth installation now links the installer to the initiating Paperclip
user. Identity checks and company access rules still apply.
- Joined channels now enable bot responses by default. Linked-user
authorization and per-action approval rules still apply.
- Model behavior has the documented delivery-check and canvas fallback
failures. A passing CI run does not establish that every model probe
passed.
- Removing the connection does not delete the customer's Slack app. No
new first-party telemetry is added.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose a more
specific authoring model ID or context-window size. The live bot probes
used OpenAI `gpt-5.6-sol` through `codex_local` in legacy 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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 06:33:31 -05:00
DottaandPaperclip a7a244ab33 feat: add company decision models with permission and cost controls (#15473)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Optional product features need small, typed model decisions.
> - Each company needs to choose which shared API connection pays for
those decisions.
> - Calls must retain user and task permissions, budget limits, and cost
attribution.
> - This pull request adds a managed decision service, setup UI, and
request history.
> - Features can check availability cheaply and keep their existing
behavior when decisions are unavailable.

## Linked Issues or Issue Description

**Subsystem affected**

Server services, shared contracts, database accounting, Company
Settings, and Costs.

**Problem or motivation**

Paperclip has no common decision-model service. Adding provider calls
within each feature would duplicate credential access, permission
checks, and billing rules.

**Proposed solution**

Let a connection manager configure one company decision model. Support
OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test
and metadata-only history. Default company-sponsored background
decisions to on during setup, and preserve a saved off setting.

**Alternatives considered**

Per-feature credentials would duplicate existing connection management.
Personal overrides and provider fallback chains add permission and
billing complexity; they remain deferred.

**Roadmap alignment**

Reviewed ROADMAP.md and searched open PRs. This extends existing
connection access and budget accounting. Product features that call the
service remain outside this change. No matching decision-model service
PR was found.

## What Changed

- Add company settings, an internal `decisionModelService`, local
availability checks, and trusted human, agent/run, and system contexts.
- Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and
ordered-score decisions for both providers. Bound requests and time;
disable paid retries.
- Add durable invocation metadata and agentless decision ledger charges.
Preserve fractional cents, pricing evidence, dispatch identity, and
unresolved billing holds.
- Share the company accounting lock and apply company, agent, and
project budgets. Settle charges once, retain unknown holds, and recover
interrupted calls without resubmission.
- Reuse connection setup and management UI. Add a Decisions view under
Costs, production-component Storybook coverage, database migration, and
service documentation.

## Verification

- Passed 166 current-code tests covering the decision service/provider,
setup component, Costs, OpenAPI, and every failure from the earlier
broad run. Coverage includes native SDK wire formats, refusals, billed
malformed responses, permission and secret-rotation races, identity
changes, concurrent budget admission, unresolved holds, agent/task
deletion, and stale setup feedback.
- Passed 170 existing connection, cost, budget, heartbeat-accounting,
and profile regression tests.
- Passed repository typecheck, production build, and design token gates
after integrating master. Verified the generated migration on a fresh
test database and upgraded the populated preview database from the
branch's earlier migration without losing settings or usage.
- Ran the required full `pnpm test:run`: its general phase completed
with 16,354 passed and 10 failures across five files while this branch
was still being updated. Every reported failure passes in the
current-code rerun; the serialized phase did not run after that failure.
The full GitHub CI suite passed on `b1b856a88`: general and serialized
tests, browser shards, runner checks, typecheck, production build,
packaging/canary, and policy gates. [CI
evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360).
- Passed the full-shell Storybook setup-to-history interaction test
again after integrating master. Greptile rates the final revision 5/5
with zero unresolved threads.
- Walked through the running app: empty setup, add each provider, save,
reload, run all three sample questions, inspect fractional charges in
history, switch provider while sponsorship is off, disable, and
reconnect. Checked mobile settings. These tests used the actual UI,
vault, server, SDKs, and database with simulated upstream responses.
- Live paid setup tests remain unverified: this environment has no
authorized OpenAI/OpenRouter credentials available. No mocked test is
presented as live provider evidence.

Reviewer journey: Company Settings → General → Decision model.
Add/select a shared API connection, save, run the billed sample, open
View usage, then disable decisions and verify Run test is disabled after
reload.

## Risks

- The SDK decision interface is experimental. Pinned versions and
wire-format tests limit upgrade drift.
- The migration allows agentless service charges and reservations.
Existing agent cost-reporting APIs still require an agent, and decision
receipts stay separate from run reconciliation.
- Timeouts can have unknown provider charges. Holds remain until an
audited accounting correction resolves them.
- OpenAI prices use a versioned Decisions rate snapshot; OpenRouter
costs use provider receipts. Unknown pricing is retained as unknown.
- A configured company authorizes background spending by default. Setup
explains this, and managers can turn it off.
- Live provider account/model availability still needs the two
credentialed acceptance checks.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
execution, and browser tools. The exact serving revision and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 15:53:13 -05:00
DottaandPaperclip ae6f95ed7a feat: add personal primary agents (#15470)
Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults.

Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:53:46 -05:00
DottaandPaperclip b315580640 feat: add private task creation and sharing controls (#14718)
Add private task creation and sharing controls, effective access explanations, private project management, and locked task references.

Constrain the mobile composer plus menu to the viewport and explain named inherited privacy on hover, focus, or tap. Include 125 production-component Storybook stories and thirteen interactive user journeys.

Final head passes all CI checks and Greptile Apex 5/5 with no findings.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:27:52 -05:00
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
Devin FoleyandPaperclip 228f0e2807 fix(ui): make pull request review waits visible (#15375)
## Thinking Path

> - Paperclip lets people supervise agent work and review its outputs.
> - A task can wait for a human to review a pull request while an agent
schedules checks.
> - The PR work product and detected external links use separate display
paths.
> - A private PR can disappear from the useful sidebar view when its
provider lookup fails.
> - The monitor countdown says when the next check runs but omits the
saved review request.
> - This change shows the saved PR and requested review in the task's
existing surfaces.

## Linked Issues or Issue Description

**What happened?**

A task kept checking whether a private GitHub PR had merged. Its work
product requested board review, but the Properties sidebar used detected
external objects instead. The PR URL was stored only in metadata, which
the PR refresh path did not read. The composer showed a generic monitor
countdown with no PR link or review action.

**Expected behavior**

Show saved PR links even if provider access fails. During a GitHub
monitor wait, make outstanding review requests visible with the next
check time and a status-check action. Stop requesting review when a PR
merges or closes.

**Steps to reproduce**

1. Register a PR work product with `reviewState: needs_board_review` and
its URL in `metadata.url`.
2. Schedule an external-service monitor for GitHub.
3. Open the task with external-object lookup unavailable or unable to
access the private repository.
4. Inspect Properties and the composer wait strip.

Related work: #14469 added rich artifact cards. #8759 addresses
attention on monitored task blockers. This change uses the existing work
products and monitor action; it adds no blocker or approval mechanism.

## What Changed

- Show saved PRs in Properties, including metadata-only links,
independent of external-object availability.
- Deduplicate equivalent GitHub PR URLs while preserving the saved
navigation link, and put explicit review requests first.
- Keep provider status and freshness on the combined PR row; keep
private PR links usable when lookup fails.
- Show the saved PR review request above the composer and in the
existing monitor banner during a GitHub monitor wait.
- Label the existing monitor action `Check status` and show check
failures inline.
- Suppress review prompts for merged, closed, or archived PRs even if
their review flag is stale.
- Refresh PR metadata using `metadata.url` and the existing `repository`
alias.
- Share saved work-product reads across the thread, Properties, and
Artifacts. Refresh GitHub in a separate query and enrich only matching
PR versions.
- Start a fresh saved-row request on live invalidation so late provider
responses cannot hide new artifacts or changed review requests.
- Cover stalled GitHub lookups in both panels so refresh latency cannot
hide saved work.
- Scope monitor-check mutation state to the task so failures and late
responses do not leak across navigation.
- Refresh GitHub status when the displayed run finishes, including when
saved PR rows have not changed.
- Clarify that PR review and external release handoffs need a saved
human-input interaction with an agent assigned for continuation; a flag,
monitor, or handoff comment alone does not create that card.

## Verification

- 386 tests pass across eleven affected UI and server suites on
`184c7d8746`. Regressions cover saved links, provider status, cold-cache
loading, panel reopening, monitor errors during navigation, and live
updates during provider refresh.
- Three live-update regressions and two run-completion regressions fail
before their fixes and pass afterward. These tests use the real API
client's GET coalescing and abort handling.
- Full repository typecheck and build passed on the merged parent
`1a49112dd2`. The latest UI changes pass UI typecheck and token gates;
CI also verifies the latest build. Capability contract/inventory checks
pass.
- Storybook build and browser checks passed before the query race fix.
Browser checks cover desktop and 390px mobile review waits, plus video,
mixed-file, and empty artifact galleries after background refresh.
- The earlier full local `pnpm test:run` was stopped under disk
pressure. It reported failures outside the changed suites; an isolated
skill-cache run reproduced three existing macOS permission failures. The
full local suite was not rerun for this follow-up.
- Latest-head CI passes on `184c7d8746`, including the browser shards
and canary dry run. Apex is 5/5 with no actionable findings and no
unresolved threads. All eight reported findings are addressed.

## Risks

- This uses saved PR review state. When GitHub access fails, the saved
state can remain stale until the agent updates it. The link remains
visible and the status check remains available.
- `Check status` wakes the existing monitor owner. It does not merge a
PR, accept an approval, or mark the task done.
- No schema, permissions, or scheduler behavior changes.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — 277 affected tests
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 16:03:13 -07:00
DottaandPaperclip a590ab769d Give managed agents persistent cryptographic identities (#15352)
Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence.

Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 13:57:03 -05:00
DottaandPaperclip 9f7057e122 feat(connections): configure custom model providers across agent harnesses (#14970)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use a harness, a model, and a credential to run tasks.
> - Connections already store credentials and control who can use them.
> - Custom providers also need an endpoint and a supported API format.
> - A per-agent endpoint would duplicate credentials and access rules.
> - This pull request stores routing on the connection and projects it
into the harness.
> - Isolated credentials and protocol checks keep the selected
connection authoritative.

## Linked Issues or Issue Description

Refs #37, #13083, #14104, #14565, #12692.

#14016 is a reference only. This PR has its own schema, vault
persistence, routing validation, runtime projection, and tests. None of
the five commits in #14016 is an ancestor of this branch. We do not
depend on or plan to merge it. #14967 addresses task-pinned account
pools. #14422 addresses another provider integration.

This is the first of two linked PRs. Merge this connection change before
#15341, which refines agent setup and adds the qualification harness.
The split keeps each review below 100 changed files. Provider catalog
entries have usable setup forms in this PR. Local browser subscription
sign-in is included.

## What Changed

- Store non-secret routing metadata on AI connections. Vault provider
API keys, including Bedrock bearer API keys. Reject general AWS access
keys.
- Enforce company, owner, human audience, agent access, connection
status, and protocol checks before resolving credentials. Keep reconnect
destinations immutable and retain connection identity during key
rotation.
- Project OpenRouter and compatible custom endpoints into Codex, Claude,
OpenCode, and local Hermes. Carry these settings through both legacy and
native runner transports. Clear conflicting host credentials and redact
keys from diagnostics.
- Preserve older OpenRouter accounts and native personal defaults. Add
Google API-key accounts and migration `0306` for the two
provider-default constraints.
- Run local Claude and Codex subscription sign-in behind the existing
browser sign-in card. Use private attempt homes and owner-bound
completion instead of a copied terminal command.
- Seed isolated Gemini authentication and preserve OpenCode workspace
permissions. Keep the selected connection authoritative. The independent
Gemini and Grok workflow fixes are in #15341.
- Keep native OpenCode custom gateway keys in a runner-owned
selected-model proxy; the harness config contains only a session-scoped
capability. Honor runtime outgoing proxy and certificate settings.
Preserve streamed responses and revoke the proxy on close or startup
failure.
- Allow ordinary members to connect native personal accounts before an
agent exists.
- Repair routed accounts from task cards using the saved provider
destination, protocol, model aliases, and connection identity.
- Add provider catalog definitions, model discovery, pinned logos, and
complete native and routed setup forms. Allow a personal routed
connection before a new agent exists. Keep endpoint authentication keys
out of Hermes terminal children.
- Recover cancelled or restarted browser sign-in with a clear restart
action. Support no-auth endpoints without a vault credential. Add
isolation and recovery regressions and runtime documentation.

## Verification

- Updated with `origin/master` at `22a3ea341`. Migration `0306` follows
the new master migration and passes migration and snapshot checks.
- The integrated connection regressions passed 152 tests and 50 native
OpenCode driver tests, including key-free child-shell configuration
reads, authenticated/no-auth forwarding, streaming, model/path
restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass.
Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34
executable also completed a turn through the proxy against a local
synthetic provider; the reusable key was absent from its config. A
second real-executable smoke passed with an HTTPS CONNECT proxy and
runtime-specific synthetic certificate trust. Certificate-file and
certificate-directory regressions pass.
- Task-card repair passed 48 tests, including OpenRouter, Bedrock, and
custom gateway reconnect cases. UI typecheck and token gates passed.
- The prior core regression set passed 133 tests across new-agent setup,
provider forms, browser sign-in, routing projection, and connection
authorization. Token gates and UI typecheck passed.
- Full workspace typecheck and production build passed again after the
latest integration and credential-proxy fix. The merged deterministic
runner E2E suite passed 1,400 Vitest tests and 128 Node tests.
- Full workspace typecheck passed on the prior linked combined
implementation. Production build, Storybook build, 1,316 browser-harness
Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the
latest master integration and regenerated migration. This exact head
passed 54 remote checks with four expected skips and Greptile 5/5; no
review threads remain open. An unchanged server fixture had a random
six-character issue-prefix collision on its first attempt. All 245 tests
passed locally and the single CI retry passed.
- A provider-free terminal check used the cited supported Hermes source
and dummy keys. Gateway and OpenRouter terminal children could not read
the selected key.
- The broad local Vitest attempt passed 15,442 tests but was not green.
It had an embedded-Postgres startup failure, an HTTP logger timeout, an
origin socket error, and a browser cancellation wait timeout. The
cancellation wait was corrected. The relevant connection tests and the
full origin test file passed separately. Latest-head CI must pass before
merge.
- Prior credential-backed acceptance exercised task creation, tool use,
artifact delivery, completion, and context-dependent follow-up. Claude
legacy and native runners passed Bedrock with `us-east-1` and
`us.anthropic.claude-sonnet-4-6`.
- Historical local qualification retained 43 passing API/gateway cells
out of 46. Those attempts span earlier builds. They do not qualify this
exact commit or staging. All subscription combinations and staging
remain unqualified.
- Verify native subscription and API-key setup. Connect a regular
provider catalog row. Verify an incompatible harness and a changed
reconnect URL are rejected. Use #15341 for the complete browser
campaign.

## Risks

- Migration `0306` changes two check constraints. It preserves rows and
is safe to reapply. It takes normal constraint-change locks.
- Credential projection touches several harnesses. CLI upgrades can
change provider configuration and session behavior.
- The native OpenCode proxy adds a loopback hop, pins requests to the
selected model, limits request bodies to 16 MiB, rejects redirects, and
expires at session close. It prevents reusable keys in the child
configuration; it is not an OS isolation boundary against a process
debugger running as the same user.
- Custom endpoints must be reachable from the agent environment. Saving
a connection does not prove connectivity. Bedrock keys require rotation
before expiry.
- Gemini CLI 0.58.0 has an upstream ACP new-file error conversion
defect. Provider overloads and an unresolved follow-up timeout also
affect live Gemini qualification. We have not patched the installed CLI
or marked those cases as passing.
- OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore,
Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS
identity, arbitrary auth headers, and custom routing for other harnesses
are excluded.
- These PRs do not establish production or staging qualification for
every provider and login method.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 13:29:03 -05:00
DottaandPaperclip 22a3ea3414 Invite assistants from Connections with scoped browser and device consent (#14933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Public MCP lets people use their organization from an external
assistant.
> - Operators need a visible control for this experimental access.
> - Hosted users should select an organization once and then approve its
permissions.
> - This pull request adds the setting, invitation-first setup, and
browser or device consent.
> - Connections provides a copyable invitation with public instructions
that grant no access.
> - Users reach browser consent from their assistant and return to
inspect or revoke access.

## Linked Issues or Issue Description

Builds on merged foundation #14846. This PR now targets master. Related
settings convention: #13905.

**Current behavior**

The preview uses an environment variable to enable MCP. Hosted consent
repeats organization selection. Assistant access has no entry in
Connections, so users must already know the endpoint and how to reach
consent.

**Proposed behavior**

An administrator enables Settings → Experimental → Assistant connections
(MCP). A hosted connection shows the selected organization and its icon,
then asks for permissions. Requested write access starts checked when
the user’s role permits it; the user can opt out before connecting.
Direct instance connections show an organization picker with the first
available organization selected. The selection stays fixed across
refetches and still requires an explicit Connect action. Connections
includes Assistant Connection (MCP). Its setup page explains the
canonical endpoint, client configuration, browser authentication, and
connected access. It connects as the current person and does not select
or impersonate an agent.

**Reason and benefit**

Operators manage access with the other experiments. Users select one
organization, and both the UI and server enforce that choice.

**Breaking changes**

The old enable variable has no effect. Preview operators must enable the
setting once. Apply the additive consent-request migration before
deploying the tenant, then deploy the compatible Cloud broker. Existing
direct requests and grants keep their behavior.

## What Changed

- Simplify OAuth and device consent: show the Paperclip logo beside
“Connect {client} to Paperclip”, fall back to “your assistant”, and show
the identifying origin plus its favicon below, with the callback URL
also visible when different. Remove the hosted-organization creation
action. Default to the first available organization without silently
changing it on refetch; preserve company restrictions and write
opt-outs. Keep the button row contained on narrow screens.
- Make Copy invitation the primary action, using the shared animated
AgentSetupPrompt and a collapsed manual setup section with icon-labeled
line tabs. Remove redundant link actions, copy-status text, the extra
first-prompt well and revocation explanation from the setup page. Serve
shared version-aware HTML and Markdown instructions without private
organization data.
- Support guarded Client ID Metadata Documents alongside dynamic
registration, and include authorization response issuer identification.
- Add RFC 8628 device authorization with separately hashed codes,
expiry, shared request quotas, persistent polling backoff and atomic
redemption. Reuse human consent, role checks, scoped grants, audit and
revocation.
- Add CLI device login and a local stdio bridge. Store credentials
separately with private permissions and serialize rotating refreshes.
- Add device consent stories and five cold-start paid Product E2E cases
with independent grant, configuration and durable-work assertions.

- Add `enablePublicMcp` to the settings validator, normalizer, feature
catalog, and toggle UI. Check it live for OAuth, tools, subscriptions,
and event delivery. Keep connection management and revocation available
while disabled.
- Default the MCP origin to the existing auth public URL, with strict
validation and an explicit override.
- Persist the optional OAuth `company_id` restriction. Describe only
that company and reject approval for any other company, even if the
person belongs to both. Keep active-membership and role checks.
- Show the Paperclip icon and a large organization icon during consent.
Return the saved company logo through the company-scoped request
response and reuse the standard fallback icon. Use the requested concise
permission labels: “Read all of your Paperclip data” and “Allow write
access and creating tasks as me”. Use concise permission copy, retain a
compact client and callback-origin disclosure, and remove the footer
link.
- Default requested write access on for eligible roles. Preserve opt-out
across organization changes and refetch, reset defaults for a new
request, and submit read-only access when the request or role does not
allow writes. Align the shared checkbox with its label.
- Use organization wording in consent, management, settings, and
walkthroughs. Keep the organization fixed for hosted requests and retain
direct-instance choice.
- Add an Assistant Connection (MCP) card to the Connectors catalog, a
setup page in the app shell, and a return link from Experimental
settings. Include Codex, Claude Code, OpenCode, and generic remote MCP
instructions.
- Read the live gate and canonical server URL through authenticated
setup metadata. Show only the current person’s grants for the selected
organization, refresh after consent, and support revocation. Surface
catalog status failures with an explicit retry action; do not present
them as an empty connection list. Opening setup grants no authority.
- Start the eight guided chapters in Connections. Keep presenter notes
and chapter controls around real product pages in the app shell. Explain
the terminal, consent, delegation, retrieval, and revocation handoffs.
Mark conversation examples as illustrative. Cover first use, client
setup, connected, loading, and error states. Keep the existing consent
and management stories.
- Keep the paid-eval setup and browser helper aligned with the setting
and consent button.

## Verification

- Warm-standby integration fix `ec64ea05e`: public MCP ingress now
follows the Cloud claim guard; MCP and discovery paths return 503
instead of SPA HTML while unclaimed. Event polling checks the in-memory
claim before reading the persisted experimental setting. All 97 focused
OAuth/Cloud tests and server typecheck pass, including new request and
timer regressions for idle-before-claim and resume-after-claim behavior.
Fresh review is 5/5 with no unresolved threads, and all security scans
pass on this final head. All browser shards, typecheck, build, canary
installation and other test groups passed on the first attempt. The
unchanged Cursor sandbox default-command test timed out at 10 seconds;
the exact test passed locally without edits in 587 ms. The single
failed-job retry passed, with the original failure retained in workflow
37500711895. All 54 final-head checks pass on
`ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs
are intentionally skipped).

- Final master integration `8457828fc`: merged foundation #14846 and
current master, preserving the invitation changes and all 33 files from
the two newer upstream changes. No migration renumbering was required.
All 95 focused OAuth/Cloud integration tests, full recursive typecheck
and token gates pass. All CI gates passed on that integration head;
review identified the warm-standby issue fixed above.

- Security-review fix `8c1d0b696`: commit shared global/per-source
admission before outbound CIMD work, preserve failed-attempt receipts,
and validate resource/scope before fetching. Added migration
`0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression
cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive
typecheck and production build pass. The security scanner passed that
commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18
authorization requests sharing one proxy across two service instances
use just two fetches. All 70 OAuth/metadata tests and server typecheck
pass after that refinement. Final follow-up `8ebeae84c` reports
admission-storage failures as retryable HTTP 503 instead of invalid
client metadata. Its regression proves no outbound request before
admission and successful retry after storage recovers. All 71
OAuth/metadata tests and server typecheck pass. Final-head security
scanning passes; Greptile is 5/5 with no unresolved findings. CI passed
all browser shards, typecheck, build, token gates and canary
installation. One unchanged adapter-utils bridge test raced a
response-file write (expected a JSON error, received the safe
file-changed error). The exact test passed locally without edits. The
single failed-job retry passed; the original failure is retained in
workflow 37490609192. All 54 checks now pass on final head
`8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh
Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently
merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final
integration above now targets master.

- Integration with current master: preserved the new Connections source
filters and pagination, kept all eval suites, and regenerated the
consent/device snapshots as migrations 0303/0304. All four MCP migration
SQL hashes are unchanged from the staging versions. Full recursive
typecheck and production build, 132 focused UI tests (including catalog
filtering), 89 server authorization/settings tests, 26 migration tests,
120 eval calibration tests and token gates pass. Review follow-up
`4820ce74c` also keeps active assistant grants in Installed, with
pending/error recovery and revocation/company-isolation coverage. All 76
setup/catalog tests, UI typecheck and token gates pass after that fix.
The unchanged signoff browser test timed out waiting for a heartbeat in
CI at `4820ce74c`; the exact test passed locally without code changes,
and the preceding CI head passed that shard. That same unchanged test
failed at the reviewer stage in the next CI run. All five signoff tests
passed three times locally (15/15), without test changes. All eight
browser shards pass at final head `8ebeae84c`; no browser-test edits or
failed-browser-job retries were needed.

- Setup-page refinement at `9ab009178`: all 17 focused setup/consent
tests pass, along with UI typecheck, production build, Storybook build
and token gates. Browser exercised the shared prompt preview and client
tab switching, and the updated InvitationCopied Storybook interaction
checks its clipboard fixture. All final-head CI checks pass at
`9ab009178`, with no unresolved review findings. Deployed successfully
to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524.
Verified the actual page, tab switching and line styling, removed
actions/copy, and successful native copy/paste of the complete Butter
invitation into a local-only test field. The existing Claude grant was
left intact.
- Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates
pass. UI typecheck and production build passed again at `4e4d5e4d9`;
Storybook build and eval-helper typecheck passed for `28101cf91`.
Follow-ups let the primary button wrap on narrow screens, preserve a
distinct callback URL, and use only bundled icons to avoid pre-consent
requests to client-selected sites. Browser-verified the real consent
component in desktop and 320px mobile stories, including default
selection, write access and preserved opt-out. Updated E2E
heading/default-selection helpers. All CI checks passed at `dc8e9fd11`,
with review 5/5 and no unresolved threads. The Butter preview
publication needed a retry because npm initially accepted the DB package
before making it visible; the retry succeeded and `dc8e9fd11` deployed.
Verified a fresh, unapproved native Codex CIMD request on Butter:
default organization/write selection, known-client heading and icon,
distinct callback origin, and removed creation action. No grant was
approved for this UI check. Prior paid runs below retain their exact
source provenance; this UI-only follow-up did not rerun paid
qualification.
- Source-pinned paid matrix at
`2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases
each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign
`local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config,
unavailable host, denied consent and reconnect/later retrieval, with
independent configuration/grant/task/run/document assertions. Original
failures, transcripts, source fingerprints and billing remain retained.
- Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on
Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`.
Latest `0637b9f1c` shares that same guidance across HTML, Markdown and
manual UI after review; generated Markdown is verified byte-identical to
the paid-evaluated version. Shared build, server/UI typechecks, token
gates and 63 auth/metadata tests passed again. Every CI gate passed at
prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads.
- Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval
calibration tests, server/UI/eval typechecks, token gates and Storybook
build passed. Full recursive typecheck and production build passed
during implementation; CI also passed them at `2992ef271`.
- Local full-suite limitations: a large-file Git streaming test times
out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh
MCP reruns passed, and the corresponding CI groups passed. No claim that
the local full suite is green.
- Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD
consent; device CLI reaches verification/consent. New grants await human
approval. Existing local OpenCode retrieved a saved result in a fresh
conversation through its previously approved grant.
- Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received
the exact copied invitation, read public setup, configured its server
and started PKCE consent. Its shell command timed out; background retry
reached the client's own callback deadline while approval remained
pending. Latest instructions cover that handoff. **No completed Butter
read/delegation/result retrieval is claimed.**
- Cloud companion
https://github.com/paperclipai/paperclip-cloud/pull/672 passes
checks/review and deployed. Anonymous setup and device-protocol routing
verified. Core `2992ef271` deployed successfully and the actual Claude
web flow now reaches consent. Its extra JWT-bearer metadata is filtered
to implemented grants; unsupported token grants remain rejected. Final
`0637b9f1c` deployed successfully to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300;
live HTML and Markdown both contain the final guidance. The superseded
instruction-only build was canceled before deployment. This is a
core-only staging preview; private Cloud plugins are omitted. ChatGPT
web is signed out, so browser connector use is unverified.
- Screenshot gallery begins at Butter's dashboard and distinguishes real
setup/pending consent from local reuse and fixtures. It records the
timeout finding. New persistent access needs human confirmation before
the remaining actual-client acceptance work.
- Manual path: Connectors → Assistant Connection (MCP) → Copy invitation
→ paste into assistant → configure and start authorization → sign in and
approve → verify `paperclip_connection` → delegate → retrieve the saved
report later.
- Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md`
and `doc/public-mcp.md`.

## Risks

- Apply additive, replay-safe migration `0304_curvy_shadow_king.sql`
before using device authorization. The public setup link carries no
credential. Device codes and tokens stay private; neither sharing
instructions nor installing a plugin authorizes access.
- Apply additive migration `0305_chubby_vin_gonzales.sql` before
deploying the shared metadata admission gate. It retains at most 60
short-lived, hashed-source receipts per instance and rejects excess
attempts with 429.
- CIMD metadata fetching is a new external-input boundary. It requires
HTTPS, exact client ID and redirect validation, bounded responses and
guarded DNS/network access. Client names remain self-reported.
- Device support is per-instance. The central Cloud broker retains its
existing grant support. Host installation and tool reload capabilities
vary by client; instructions describe manual settings and restart
requirements.

- Consent names the registered client in its heading and displays its
identifying origin below. Known-origin icons are bundled; all other
origins show a neutral site icon without contacting client-selected
sites. Client names are self-reported; the callback origin is the
recipient check. The Cloud chooser also displays the original client and
receiving origin before tenant handoff.

- A user who accepts the preselected write permission can create tasks
and comments. Task creation and comments can start or wake agents and
use execution budget; the consent label uses the concise wording
explicitly requested by the maintainer. Scope requests, role checks, and
the final Connect action still apply.
- Migration `0303_supreme_garia.sql` adds one nullable UUID column with
`IF NOT EXISTS`. Requests without a company restriction keep the
direct-instance picker. The binding stays recorded if its company is
deleted; consent then fails closed.
- Deploy tenant support before the Cloud broker sends `company_id`.
Unknown or inaccessible organizations must never fall back to a
different company.
- The setting defaults off. Disabling access does not cancel work
already delegated. Existing tokens and unexpired subscriptions can
resume when enabled again; revocation remains separate.
- The catalog entry is visible for discovery while the feature is off.
Setup instructions, OAuth, and tool execution remain gated. No access is
granted by viewing the entry.
- Assistant sign-in starts in the external client so it owns PKCE and
callback state. Client command syntax can change and links to official
setup documentation are included.
- An authenticated instance and valid public URL are required. Hosting,
paid execution, and store publication remain separate rollout steps.

## Model Used

OpenAI GPT-6 in Codex, with tool use and code execution. The exact
serving model version and context window are not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 12:35:16 -05:00
Devin FoleyandPaperclip 202c2d307e fix(server): leave unclaimed warm Cloud databases idle (#15314)
## Thinking Path

> - Paperclip manages work performed by AI agents.
> - Managed deployments prepare empty applications before an owner
claims them.
> - Those applications start database pollers even though no company can
have work.
> - Health probes also query SQL, so idle databases cannot remain
suspended.
> - This pull request adds an explicit standby marker for empty,
unclaimed Cloud apps.
> - The existing signed, durable claim resumes normal processing without
restarting the app.

## Linked Issues or Issue Description

**What happened?**

An empty, unclaimed warm application runs recurring chat, email, plugin,
heartbeat, cleanup, and reconciliation queries. Its health route also
opens the database. This prevents idle database compute from suspending.

**Expected behavior**

An explicitly marked unclaimed application should keep its HTTP process
and sandbox provider plugins ready while leaving the database idle. A
successful signed claim should resume normal API behavior and background
processing. Claimed and self-hosted instances should keep their current
behavior.

**Steps to reproduce**

Start an empty Cloud-managed application and leave it unclaimed. Observe
database activity while repeatedly requesting `/api/health`. Before this
change, periodic queries continue without company data.

Related: #15153 reduces allocation during chat polling. This change
suppresses polling only for explicitly marked, empty, unclaimed Cloud
apps.

## What Changed

- Add `PAPERCLIP_CLOUD_WARM_STANDBY=1`. Check company emptiness once
after restoring the persisted Cloud runtime identity. Missing Cloud
configuration, existing data, or a persisted claim leaves normal
processing active.
- Gate recurring database pollers with an in-memory predicate. Keep
startup preparation and sandbox provider plugin loading intact.
- Serve unclaimed health probes without session or database reads and
report `warmStandby: true`. Serve standby pages/assets directly from the
UI router, bypassing session, bearer, tenant, and dynamic handlers.
Refuse API requests and all WebSocket upgrades before authentication can
query SQL or seed company data.
- Exit standby after the existing signed identity assertion commits.
Normal timers resume at their next tick; a restart restores the claim
even with stale provider variables.
- Document the marker, readiness semantics, rollout checks, and
rollback.

## Verification

- `pnpm -r typecheck` passed. A final server typecheck also passed after
adding tests.
- `pnpm build` passed.
- Focused standby, signed claim, restart, health, static/Vite routing,
hostname, HMR, and live-events suites: 72 passed after the review fixes.
Includes real HTTP upgrade admission before/after claim.
- `pnpm test:run` was attempted locally; both superseded runs were
stopped after encountering checkout/platform failures. A clean-checkout
rerun eliminated ancestor skill-directory lookup failures. The
company-skills/runtime-cache families encounter macOS
read-only-directory rename failures (`EACCES`); all three company-skills
failures reproduce on unmodified base `bf14f803d5`. The initial full run
also reported one native runner API test failure; an isolated comparison
on both revisions was blocked by local embedded PostgreSQL startup
failures. The full [Linux CI
run](https://github.com/paperclipai/paperclip/actions/runs/37423263993)
passed on final commit `5016c415ea`, including all server and workspace
test shards, browser suites, typecheck, build, and release canary. This
is not a claim that the full local suite passed.
- Isolated full server with local PostgreSQL: after startup and
connection expiry, 70 health probes, 70 page requests carrying valid
synthetic tenant credentials, and 70 rejected WebSocket upgrades over 70
seconds observed zero app database connections. The signed claim
completed in 62 ms and normal polling resumed (475 database transactions
over 12 seconds). Restart with stale provider variables restored the
durable claim. The latency is local-only, not a provider wake
measurement.
- Apex review: **5/5** on `5016c415ea`, both earlier threads resolved,
no open recommendations.
- No live-provider test or production deployment was performed. An
actual database suspension/resume canary remains required before
enabling the control-plane switch.

## Risks

- Standby health reports HTTP readiness rather than current database
connectivity. The signed claim still requires a durable database write;
claimed health checks retain the SQL probe and 503 failure behavior.
- Pollers resume at their usual intervals. A suspended database may add
claim latency. Validate the real provider before enabling the marker.
- Startup preparation and sandbox plugins remain loaded. New plugins or
background loops must respect the same standby contract.
- The marker is off by default. Remove it or set it to `0` and restart
to roll back. No schema migration or claimed-workspace inactivity policy
changes.

## Model Used

OpenAI Codex, based on GPT-6. The exact serving snapshot and configured
context-window size are not exposed in this session. Assistance included
source review, TypeScript changes, command execution, and PostgreSQL
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
#` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass — targeted tests pass; full
local suite limitations are documented above, and full Linux CI is green
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 09:11:25 -07:00
DottaandPaperclip 9b3fe260ba fix(tasks): surface Codex ChatGPT model rejection (#15299)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for work.
> - Native Runner runs report provider errors and can also save a structured failure result.
> - Codex rejects a model that the user's ChatGPT account cannot use.
> - Master now diagnoses this rejection, but the task's compact run data omits its message. The thread can still call it a generic run failure.
> - Users need the account restriction and a clear step to repair the model selection.
> - This pull request shows the existing diagnosis as “Model unavailable” on the task.

## Linked Issues or Issue Description

**What happened?**

Codex returns HTTP 400 with `invalid_request_error` and the message `The 'gpt-6.1-sol' model is not supported when using Codex with a ChatGPT account.` Master now stores an actionable diagnosis for this rejection. The task thread still labels it “Run failed” and does not receive its error text in compact run data.

**Expected behavior**

Show the account restriction on the task and in the run error. Tell the user to choose a supported model or clear the task's model override before retrying.

**Steps to reproduce**

1. Use a Native Runner Codex agent signed in with a ChatGPT account.
2. Select a model that produces the rejection above and start a task.
3. Let the runner save its generic failed result. Inspect the task's failure marker and recovery notice.

**Additional context**

Refs: #15304. That merged PR diagnoses the provider failure and preserves worker and review recovery rules. This PR adds its task-facing message and guidance without changing that diagnosis or those rules.

Refs: #13134. That PR improves model discovery for ChatGPT accounts. This PR exposes the rejection when a configured model still fails at execution time.

## What Changed

- Return a bounded model rejection message in compact issue-run data.
- Show “Model unavailable” and model-change guidance in the task thread and recovery notice.
- Add database and UI regression tests, including both the original rejection text and master's fixed diagnosis. Document the new failure message.

## Verification

- Focused merged-branch validation: 279 tests passed across activity service, native provider failure observation and PostgreSQL integration, TaskChatThread, and ExecutionBlockerNotice.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` passed on the merged source tree.
- Greptile reviewed conflict-resolution commit `1db39c4e636a92e2e76ba224b71c6f1e2f556c81` at 5/5 with no findings or inline comments.
- All 55 check runs completed without failure on that commit. The two optional Storybook jobs were skipped. The legacy Snyk status passed. The branch has no merge conflicts.
- UI regression assertion: the task's failure marker says “Model unavailable” and retains the account restriction. It no longer says that this failure happened after a final response.

## Risks

- Provider recognition and recovery are owned by the existing master implementation. This PR exposes only bounded error text for failed runs with `native_provider_model_rejected`.
- Historical runs with the generic `adapter_failed` code are not reclassified. No stored run is rewritten.
- Existing retry and reconciliation gates remain in place. No schema migration or model configuration change is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, and browser inspection. The exact deployment model ID and context window are not exposed in this session.

## Checklist

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 08:05:25 -05:00
DottaandPaperclip 0e0b63e5a5 feat(connections): add experimental task-pinned AI routing (#14967)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - AI Connections separate account access from models and harnesses.
> - A pool must act as one connection while retaining each task’s
account.
> - Core must enforce member access and preserve session and recovery
rules.
> - A plugin supplies rotation policy without receiving credentials.
> - This change adds durable routing and native connector setup and
management.

## Linked Issues or Issue Description

**Subsystem affected**

AI Connections, Connectors, plugins, run dispatch, and session
compatibility.

**Problem or motivation**

Operators need to rotate new tasks across saved accounts while each task
keeps its account and session. Pool setup must fit the existing
connector catalog and account workflow.

**Proposed solution**

Add an experimental router binding, a capability-gated plugin hook, and
transactional task pins. Plugins declare native pooled connectors
through `aiConnectionRouter`. Core hosts the existing-account picker,
ordering step, and account settings. Related usage contract: #14936.
Companion private plugin:
https://github.com/paperclipai/paperclip-cloud/pull/643.

**Roadmap alignment**

This extends Apps and AI Connections. Core supplies generic enforcement
and native connector UI; the private plugin owns rotation and quota
policy. The prior duplicate search found no matching router
implementation.

## What Changed

- Add a router binding without changing existing concrete bindings. Keep
the instance flag and new pools disabled by default. Require manual
operator configuration. Show no routing toggle in Experimental settings
on either open-source or Cloud installs, even after routing is enabled.
- Persist company-scoped pools, one shared cursor per pool, and pins
keyed by company, pool, agent, and task. Commit pins and cursor advances
together with revision checks and bounded retries. Persist run-ID
affinity before allocation.
- Pass only authorized metadata and normalized usage to plugins. Core
retains credential handling, member access checks, runtime
qualification, and recovery evidence. Probe outside locks with a shared
15-second budget and freshness cache.
- Resolve routing before credential preparation and backend selection.
Preserve pins through turns, session resets, removed members, and quota
waits. Retain admitted recovery after disable or uninstall.
- Separate credential session epochs from token generations. Verified
refresh preserves the epoch; reconnect and manual replacement change it.
Include the credential slot ID in session and usage-cache identity, so
reconnecting an indexed legacy account invalidates its old session even
when both epochs are zero.
- Validate pool member installations before accepting saved-agent
bindings and recheck compatibility when the harness changes. Install
only authorized members in the new-agent transaction and record their
IDs in local activity. Pool membership cannot install a restricted
shared connection.
- Preserve pool bindings when agents hire teammates through either
creation API or native caller runtime inheritance. Block stale manager
credential references; retain explicit child authentication precedence
and reject incompatible inherited pools.
- Add native connector registration through plugin metadata. Reuse the
Connectors catalog, setup header, account header, sidebar, dialogs, and
usage display. Setup selects and orders saved connections. Advanced
settings hold usage rules and member runtime defaults. New-account setup
opens in another tab.
- Use revision-checked pool archival from the Connectors catalog and
account page. Keep task pins, cursors, recovery evidence, and underlying
connections. Reject ordinary connection updates or removals that bypass
pool revisions.
- Add pool selectors, composer models, override notes, quota status, run
details, activity records, and local run-log records. Keep
session-adoption copy minimal.
- Show **Used by** below the pool connections. List current company
agents with shared avatars and profile links. Include paused agents;
exclude terminated agents and agents using another pool.
- Add Core stories for the generic connector workflow and runtime
surfaces. Cloud stories reuse these production routes and tokens through
a preview-only alias.

## Verification

- Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace
`pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
locally.
- All 422 focused connector/settings/shared-contract/migration tests and
all 156 database-backed AI connection, hiring, reconnect, and
durable-routing cases pass (69 hiring cases rerun after the final
auth-precedence fix). The merged shared contract retains connection
instructions and pool metadata. The pool migration is generated at
sequence 0299 after the latest upstream migrations; this PR makes no
lockfile changes.
- All four full-app Playwright tests pass on the final head after a cold
restart and migration, against the installed private plugin and isolated
database, with no route or pool-API mocks. They cover hidden routing
controls after manual opt-in, native pool creation, ordering, membership
edits, rename, paused defaults, enabling/save/refresh persistence, stale
edits, cancellation/removal, preserved underlying accounts, unavailable
routers, and Used by avatars and profile links. Exact command:
`PAPERCLIP_CONNECTION_POOL_E2E=1
AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f
AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test
--config tests/ai-connections-app/playwright.config.ts
connection-pools.spec.ts`.
- [Native setup, ordering, and management
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278)
address the review follow-up. [Earlier selector, quota, and run-detail
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316)
show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui
storybook`, then **Connectors / Pool host** or **AI Connections /
Connection pools**. Cloud owns its host-backed plugin stories; both
repositories’ Operator Setup Required story assertions pass.
- Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed
both exact sessions after restart, preserved pinned accounts through
explicit reset and controlled quota deferral/recovery, and committed
only two allocations across fourteen runs. A later UI-created task test
again rotated OpenAI then Anthropic and resumed OpenAI through
follow-up/restart/quota recovery. That later Anthropic execution was
blocked by its saved OAuth token expiring (provider 401). No live usage
probes ran.
- The full local `pnpm test:run` was attempted earlier and did not
complete because of macOS embedded PostgreSQL bootstrap/shared-memory
failures and the 40,000-file Git fixture timeout. The focused database
suites above now pass; full-suite verification is provided by the split
CI lanes. The preceding CI run had one runtime readiness timeout; it
passes locally both alone and inside the larger runtime suite. That
larger local suite also encountered an embedded PostgreSQL setup failure
and two macOS temporary-path alias assertions; those two assertions pass
with canonical TMPDIR=/private/tmp. All final-head CI checks are
terminal green, including full general/serialized server suites, Runner
checks, browser E2E shards, canary verification, build, and typecheck.
Greptile is 5/5 on that exact head with no unresolved threads.

## Risks

- The migration adds routing tables and a credential epoch column.
Install the private plugin only with the compatible Core contract.
- Routing and each pool require opt-in. Production distribution and
fleet defaults remain unchanged.
- Unknown usage stays eligible. Known pinned exhaustion waits; revoked
access requires operator repair.
- Legacy adapters require compatible members. Runner model and effort
overrides remain limited by qualified backend support.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 20:44:37 -05:00
DottaandPaperclip 4857799a88 feat(connections): deliver saved instructions to authorized agent turns (#15216)
Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes.

Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-05 18:16:00 -05:00
DottaandPaperclip b43073d11f feat(connections): sync and group accounts managed by aggregators (#15254)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents governed access to external tools.
> - Aggregator gateways can expose accounts that users already connected
upstream.
> - The Apps catalog did not show those accounts or their current
provider status.
> - Separate cards and setup tasks also made account ownership unclear.
> - This pull request discovers upstream accounts and groups them under
one app card.
> - Users can find connected apps while each provider keeps control of
its accounts.

## Linked Issues or Issue Description

**Subsystem affected**

Connections across the database, shared contracts, server, and board UI.

**Problem or motivation**

Users cannot see which apps are connected through a saved aggregator
gateway. Native and upstream accounts need one app card. Discovery must
preserve company, user, gateway, and credential boundaries.

**Proposed solution**

Sync account metadata from Composio, Arcade, and supported Executor
gateways. Keep upstream account management in each provider. Use source
chips and search to browse the catalog. Preserve native setup and the
gateway's existing access policy.

**Alternatives considered**

Creating a local executable connection for each upstream account would
duplicate authorization state. Using an agent task for routine Composio
setup would add an unnecessary step. The board now calls the saved
gateway directly for that setup.

**Roadmap alignment**

This extends the shipped Connected Apps and MCP Tool Gateway features in
ROADMAP.md. The duplicate search found no open PR for managed account
discovery.

Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open
PR #12906 covers adjacent toolkit routing work.

## What Changed

- Add provider-neutral discovery, sync, and refresh APIs. Preserve the
Composio API paths.
- Cache observations by company, saved gateway, viewing user, and
credential version. Retain stale observations after failed or incomplete
scans.
- Add optional Arcade account sync credentials in the vault. Discover
Executor accounts through its supported inventory interface.
- Group native and upstream accounts in one app card. Imported account
menus open their provider. Gateway menus own refresh and sync setup.
- Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50
catalog entries per page. Keep connected accounts above discovery. Keep
explicit provider searches scoped.
- Simplify Composio app setup and refresh its connected app list on the
gateway Permissions page.
- Add a compact agent access card and task creation defaults for
connection setup. Preserve explicit blocks and approval policies.
- Add two replay-safe migrations, service and UI tests, Storybook
journeys, and acceptance stories.

## Verification

- Passed the repository typecheck, full build, token gates, and
migration ordering check.
- Passed the focused provider adapter, connection interaction, and
catalog tests after rebasing onto master.
- Passed all nine database sync and migration replay tests using a
disposable database on the test-drive PostgreSQL cluster. Removed that
database after the run.
- Verified Arcade cursor pagination against its official Go SDK and
passed all eight adapter tests, including short and incomplete pages.
- Passed all 45 interaction tests after making the exact requested tools
and their Allowed/Ask first permissions visible before granting access.
Verified the compact card in Storybook.
- Passed the complete UI suite on the final code: 683 files and 7,432
tests, including the corrected Composio destination assertions. Passed
130 focused tests for the UUID, management-link, and health-status
corrections.
- Passed 22 Composio setup/sync tests, 23 connection-intent service
tests, and the connection migration test in separate disposable
databases. Database startup alone was substituted; the suites exercised
their real SQL and services.
- Passed all 10 OpenAPI route checks and the full-stack
connection-intent browser test, including scoped consent, agent
continuation, and task completion.
- The local full runner encountered embedded PostgreSQL startup failures
on this loaded macOS host. The earlier in-flight run also held the
pre-fix Arcade transform; a fresh run of the final provider suite
passes. The final-head CI is queued during GitHub’s active Actions
incident: https://www.githubstatus.com/. The previous run also lost
several runners simultaneously; its real catalog assertion failures are
fixed and the fresh complete UI suite passes.
- Tested the real test-drive server in the embedded browser with a live
Composio gateway. Detected Airtable and Circleback. Verified refresh
progress, account rows, source chips, search scope, and 50-entry
pagination.
- Arcade and Executor coverage uses provider fixtures. Live credentials
were unavailable.
- Storybook builds successfully and includes grouped native/provider
accounts, stale and unavailable discovery, optional Arcade setup, and
mobile states. The acceptance document records the simulated and live
coverage separately.

- Greptile reviewed final commit
`217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review
threads are resolved, security scans pass, and the PR has no merge
conflicts. The outstanding remote checks are `ci / Select trusted
runner` and `review`, queued by GitHub. They need to complete before
merge.

## Risks

- Provider response changes can break inventory discovery. Failed scans
retain observations and show stale status.
- Composio scans only the supported catalog and can take time. Large
inventories run in the background with progress and a bounded lease.
- Arcade requires a project API key and user ID when the gateway cannot
supply them. This key is used only for discovery.
- Executor discovery depends on the server's exposed inventory tools.
Unsupported servers report unavailable discovery.
- Cached account rows do not grant access or create executable
connections. Gateway policies still govern tool use. Account deletion
and per-app authorization remain upstream.
- The migrations add tables and one nullable column. Replay preserves
existing rows and company-scoped foreign keys.

## Model Used

OpenAI Codex, based on GPT-6. The session does not expose a more
specific serving model ID or context limit. Used reasoning, repository
tools, code execution, and browser 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
- [ ] 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>
2026-10-05 14:57:04 -05:00
1c07b5903b feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The left nav is the main way people move between tasks, the inbox,
and Agent Chat
> - The nav has separate Inbox and Tasks rows that show overlapping
work, and Chat is one row among many
> - The side panel beside a chat shows the conversation's own artifacts,
not the work the agent did
> - People want Chat to be easy to find, and they want one place for
their task views
> - This pull request moves Chat to the top of Work, shows the agent's
tasks and artifacts beside each chat, and adds an experimental flag that
folds Inbox into Tasks
> - The benefit is a shorter nav and a chat view that shows what the
agent is working on. Both changes stay off until an operator enables
them

## Linked Issues or Issue Description

Refs #14706 (the secondary Agent Chat navigation this change builds on)
Refs #14848 (reopen the last visited agent chat)

**Subsystem affected**
UI navigation (left nav, mobile tab bar), Agent Chat side panel, task
list and inbox, and the company artifacts API.

**Problem or motivation**
Inbox and Tasks are two nav rows for overlapping work. Chat sits in the
top group with no clear home. The chat rail lists only agents you
already talked to, so you cannot see your other teammates there. The
side panel beside a chat shows only the conversation's own artifacts. It
does not show the tasks and files the agent made.

**Proposed solution**
With Agent Chat on, Chat leads the Work section and the rail lists every
eligible agent. The chat side panel opens on the agent's tasks as cards,
and the agent's artifacts are available from +. A new experimental flag,
Combined Inbox + Task List, makes Inbox a set of views inside Tasks.

**Alternatives considered**
Rebuilding the inbox inside the task list. Instead, `/issues` hosts the
existing Inbox component for inbox views and the existing task list for
status views, so all inbox behaviour stays the same.

**Roadmap alignment**
Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes
are behind experimental flags that are off by default.

## What Changed

- **Agent Chat nav (streamlined shell):** Chat is the first row of Work,
not a top-group row. Workspaces leaves the nav while Agent Chat is on.
The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell
keeps master's top-group Chat row.
- **Chat rail:** `AgentConversationsSidebar` lists every eligible agent.
The open chat is first, then conversations by recent activity, then the
rest of the roster alphabetically. Terminated agents and agents you left
are omitted unless you have history with them. The picker still marks
only real conversations as "Open chat".
- **Chat side panel:** a new default Tasks tab shows one card per task
the agent created, was assigned, commented on, or acted on, newest
first. It has the task list's filter popover and a sort control. **+ →
Artifacts** shows the agent's artifacts as cards. Cards open in a new
tab. Agent Chat off keeps the old Artifacts tab.
- **Artifacts API:** `GET /api/companies/:companyId/artifacts` accepts
`agentId`. The filter applies to documents, work products, and
attachments by the agent each result is attributed to. The shared
validator and the UI client carry the new parameter, and the OpenAPI
entry picks it up from the shared schema.
- **Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by
default):** new card in Settings > Experimental. The Inbox row goes away
and its badge moves to Tasks. A Views menu on `/issues` covers Mine,
Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done.
Bare `/issues` opens the last-used view (default Mine). Links that carry
`assignee`, `workspace`, `participantAgentId`, or `q` open All so the
filter is kept. `/inbox/*` and
`/issues/{all,active,backlog,done,recent}` redirect to the matching
view. `/inbox/requests` stays its own page.
- **Task detail breadcrumb:** the view key now decides the source, so
quick-archive still works after a reload from an inbox view.
- **Docs:** `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail,
the chat side panel, and the new flag.

## Verification

- `cd ui && npx vitest run --no-file-parallelism src/components/chat
src/components/task-side-panel/TaskSidePanel.test.tsx
src/components/AgentConversationsSidebar.test.tsx
src/components/Sidebar.test.tsx
src/components/SidebarCompanyMenu.test.tsx
src/components/Layout.test.tsx src/pages/AgentChats.test.tsx
src/pages/InstanceExperimentalSettings.test.tsx
src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts
src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx
src/App.activity-routing.test.tsx
src/components/MobileBottomNav.test.tsx
src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass.
- `cd server && npx vitest run
src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including
the new agent-filter test across all three artifact sources.
- The new rail test fails against the unmodified rail.
- `pnpm check:token-gates`: all gates clean.
- Manual: enable Agent Chat in Settings > Experimental. Open Chat. The
rail lists all agents. Open a chat. The side panel shows the agent's
tasks. Use **+ → Artifacts** to see the agent's artifacts. Then enable
Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a
Views menu.
- Snapshot baselines are intentionally not updated. See
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- With both flags off, the app behaves like master. The only exception
is the API: it accepts a new optional query parameter.
- With Agent Chat on, the rail can list many agents in a large company.
It uses the agent list the app already loads, and search filters it.
- The Tasks panel reads at most 200 recently updated tasks per agent and
says so when it reaches the limit. The Artifacts panel reads at most 500
of the agent's artifacts.
- Combined Inbox + Task List changes what bare `/issues` opens for
people who enable it. Deep links with a task filter still open All.

## Model Used

- Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code
with tool use (shell, file edit, test runs). Extended thinking was
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
- [ ] 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: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 02:13:46 -07:00
DottaandPaperclip 7d59de6113 feat(connections): probe provider usage limits on demand (#14936)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections store the AI accounts used by legacy and native runners.
> - Subscription accounts can reach session, weekly, model, or paid
usage limits.
> - Operators need to read these limits for a specific stored account
before making a routing decision.
> - This pull request adds an on-demand usage probe to the connection
service and account detail.
> - The result preserves provider limits, reset times, paid usage, and
unknown values for later consumers.

## Linked Issues or Issue Description

**Subsystem affected**

Shared contracts, the connection service and API, and the account detail
UI.

**Problem or motivation**

Managed AI accounts lack a common operation to read their current usage
limits. A local harness probe can read a different login from the
account selected for an agent.

**Proposed solution**

Add `aiConnectionService.probeUsage()` and a board-only connection usage
endpoint. Probe the selected credential grant on request. Support Codex,
Claude, and Grok subscriptions, plus OpenRouter API key limits.

**Alternatives considered**

Harness-specific automatic polling would couple the read to execution
and can read ambient credentials. This change uses the managed
connection credential and leaves scheduling and admission decisions to
later work.

**Roadmap alignment**

This extends the existing Personal & Shared AI Accounts capability. It
adds no routing or quota enforcement. Related: Refs #14459 for managed
OpenAI quota reads; Refs #14781 and Refs #13379 for downstream pacing
and budget work. This operation reads one requested account across all
three subscription providers.

## What Changed

- Add typed usage snapshots and a probe capability flag to managed AI
connections.
- Normalize Codex, Claude, Grok, and OpenRouter responses. Keep model
scopes, provider admission, reset periods, and paid allowances separate.
Preserve unknown values.
- Enforce company membership, credential audience, grant identity, and
connection lifecycle before reading the stored secret.
- Add a board-only `GET
/api/companies/:companyId/ai-connections/:connectionId/usage` endpoint
with `no-store` responses.
- Add manual **Check usage** and **Refresh** actions to account details.
Show compact usage bars, resets, admission and overage status; remove
repeated descriptions and account-default copy. Clear previous results
during a new request or error.
- Add Storybook previews using the production account components for all
four providers, initial checks, loading, and permission errors.
- Add provider, authorization, runner selection, API, and UI coverage.
Document provider sources and live qualification.

## Verification

- Initial provider, authorization, selection, API, and UI validation
passed (96 focused tests): `pnpm exec vitest run
server/src/services/ai-connection-usage.test.ts
server/src/__tests__/ai-connections.test.ts
ui/src/components/ai-connections/AiConnectionUsagePanel.test.tsx
server/src/__tests__/openapi-routes.test.ts`.
- `pnpm -r typecheck` passes for the initial implementation. After
simplifying the UI, 9 usage-panel and date-helper tests, UI typecheck,
token gates, and Storybook build pass. The initial feature module
boundary check also passed.
- Real Codex, Claude, and Grok credentials were saved to encrypted
disposable connections. The actual usage HTTP route returned 200 with
`status: ok`. Legacy and native runner selection checks passed. The
tests started no model turn and exchanged no refresh token. The
disposable databases and vaults were removed.
- Live Claude responses added structured scoped limits. Live Grok
responses omitted included-plan usage. Tests now cover both shapes and
preserve the Grok omission as unknown.
- The full workspace build passes. A full local test run hit a heartbeat
feedback timeout. That case passes in isolation. The duplicate local run
was stopped after all remote checks passed. The Slack ordering and
OpenCode transport CI flakes also pass in isolation and on the CI rerun.


- Current head: `ff3d479029a1c4248190323e221b2803cfb0d79d`. All 54
active checks pass. Two Storybook checks are intentionally skipped by
the workflow. Greptile is 5/5 with no unresolved review findings; the
branch is mergeable.

## Risks

- Subscription usage endpoints can change. Credentials can lack
usage-read permission. The probe returns explicit errors without fresh
limits in these cases.
- A successful probe can contain partial data. Missing utilization or
admission remains unknown. An enabled paid-usage switch does not prove a
funded balance.
- This change adds no migration. It does not change runner admission or
automatic provider selection. Provider requests use fixed endpoints,
disabled redirects, bounded response sizes, and a 15-second deadline.

## Model Used

OpenAI Codex, GPT-6, with reasoning, file editing, shell execution, and
HTTP tools. The session does not expose the exact runtime model variant
or context window size. Real provider credentials were used only for the
authorized live checks.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 11:47:14 -05:00
DottaandPaperclip 6c1a75da49 feat(connections): make AgentMail a default connection with inline setup (#14772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents access to external services.
> - AgentMail needs both a saved key and an inbox assigned to the agent.
> - Chat requests offered a setup link instead of an inline card and
could treat a saved key as complete.
> - Inbox setup also hid address conflicts behind a generic server error
and a separate review step.
> - This pull request makes AgentMail a default connection, adds the
inline card, reduces setup to two steps, and shows conflicts beside the
address.
> - Shared native dropdown styles also give every caret a consistent
inset.

## Linked Issues or Issue Description

**What happened?**

AgentMail requests in chat did not show a usable inline connection card.
Manual setup required extra screens, ignored saved account keys, and
could trap new-address setup in a locked inbox dropdown. Agent selectors
omitted the avatar from the selected value. A taken address could
produce an HTTP 403 from AgentMail and appear as an internal server
error. Native dropdown arrows also touched the right edge of their
fields.

**Expected behavior**

Make AgentMail available as a default connection. Ask for the API key
inline, with a direct link to its provider page. Default human access to
the company and agent access to the requesting agent. Resume the agent
only after an assigned inbox is active. Manual setup should ask for an
agent and email address, then finish. Address checks should run as the
user types. Taken addresses should show clickable alternatives. A domain
dropdown beside the name should prefer a verified custom domain. Setup
should suggest authorized saved AgentMail keys and show agent avatars in
the picker and selected value.

**Steps to reproduce**

1. Ask an agent to connect AgentMail when it has no assigned inbox.
2. Check that an inline API-key card appears and links to the provider's
API-key page.
3. Open AgentMail setup, choose an agent, and request an address that is
already taken.
4. Correct the inline error, refresh, and finish setup with the same
request ID.
5. Inspect native dropdown carets in light, dark, disabled, and
right-to-left states.

Uses the bounded provider-error parser merged in #14768. Related work:
#13256 introduced AgentMail; #14725 expanded connection search.

## What Changed

- Stop recurring email queries for tasks that have no email thread.
Share the query between the thread provider and activity view. Keep
email-task updates and invalidation-based discovery.
- Make AgentMail available without the experimental chat setting. Keep
the catalog, setup and management routes, agent Channels tab, task email
feed, receiving worker, and agent tools available by default. Other
experimental chat providers stay gated.

- Make the email address and copy icon a single clickable action with
the shared Copied! confirmation. Add View inbox linking directly to the
matching AgentMail console inbox, with the address encoded as one URL
path segment.

- Reorganize inbox Settings around the copyable email address, usage
instructions, and receiving status. Move reconnect credentials into a
disclosure and separate the Disconnect action. Add production Settings
stories for active, paused, unassigned-address, revoked, webhook,
long-address, mobile, and reconnect states. Show repair controls when
the inbox has an error. Keep usage instructions tied to an active inbox
with an address.

- Add AgentMail channel intents and an inline key field with the direct
API-key URL.
- Keep setup and retry state tied to the interaction. Require an active
inbox for completion. Preserve company and agent access checks.
- Reduce manual setup to agent selection and email selection. Put the
domain dropdown beside the address and default to a verified custom
domain. Preserve explicit choices across reloads. Keep receiving
settings under Advanced options.
- Check the initial address and edits after a 350 ms pause. Abort
superseded requests and ignore stale responses. Show clickable
suggestions and retain known creation conflicts across reloads.
- Add a company-scoped, manager-only address check using the saved
credential. Search the visible inbox list instead of fetching an
uncreated inbox: live AgentMail retains negative lookups that can break
subsequent access-key creation. Unlisted addresses remain unknown;
creation is authoritative.
- Suggest labeled saved AgentMail keys in both manual setup and the
inline card. Filter by company, provider, active credential, and
current-user grants on the server. Prefer an account key and preserve
the selected key or an explicit new-key choice across refresh. Use
verified scope metadata and bounded concurrent checks for legacy keys.
Never return secret values.
- Catch an inbox-only key before the email step. Allow its existing
inbox only after an explicit choice. Recover old locked drafts at the
key picker. Save the replacement key before retiring an empty draft,
then use a new setup URL so refresh preserves the switched account; stop
if cleanup fails. Preserve already allocated addresses and their
original accounts.
- Use the shared AgentSelect in email setup. Show the canonical agent
avatar in each option and the selected value, including other consumers
of the shared component. Add regression coverage for legacy and current
Lucide agent-mention icon formats.
- Start each catalog Add connection with a fresh setup identity. Honor
Finish setup's exact draft/account/address instead of resuming an
unrelated browser draft. Return Cancel and Done to Connectors and Email
settings to the inbox. Group the task/thread explanation in a How it
Works card.
- Route AgentMail catalog removal through the email inbox control API,
including unfinished drafts. Refresh both the catalog and inbox views.
- Render each inbox management tab separately. Access uses the saved
account grants and agent controls; Conversations and Activity use the
shared persisted email feed. Activity lifecycle actions use the email
API. Reconnect returns to inbox Settings. Conversation failures show a
retry instead of a false empty state. Email delivery recovery stays in
the task.
- Map documented provider address conflicts to a field error. Preserve
actionable messages for other failures.
- Preserve non-secret draft fields across refresh, scoped to the
requested agent. Never save API keys in browser storage. Resume partial
inbox creation with the original agent, address, and request ID.
- Show an already-created address with explicit retry and new-address
recovery instead of locked inputs. Preserve the original inbox and
resumable draft when choosing another address. Distinguish runtime-key
404 errors and log safe provider status/operation/code.
- Apply final agent access once within email setup authorization for a
new account whose original installs are unchanged. Preserve later
permission edits and reused account installs. Support in-place retry of
progress loading.
- Let a failed inline setup change keys after retiring an empty draft.
Persist its replacement setup identity without storing secrets. Recover
a server-saved account when refresh interrupts the save response, while
preserving intentional account changes.
- Render the production setup in Storybook and add error, recovery, and
mobile states.
- Inset native select carets in shared CSS. Preserve custom icons,
listboxes, keyboard behavior, and forced-color controls.
- Add browser regression coverage and an AgentMail Product E2E case with
persisted-state and rendered-card evidence.

## Verification

- Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and
`git diff --check` passed after the default-availability change.
- All 485 focused tests passed. These cover setup, management, catalog
and route gates, connection intents, email authorization, Cursor
execution, and the OpenAPI contract. All 39 email integration tests run
with the experimental chat setting off.
- The shared polling change passed four behavioral tests, UI typecheck
and build, and token gates.
- `tests/e2e/agentmail.spec.ts` passed with the actual server setting
off. This full-stack browser test uses simulated provider responses. It
covers catalog entry, saved keys, editable address and domain controls,
creation, conflicts, retry, all management tabs, clipboard feedback, the
provider link, and task email rendering.
- In the live local browser, Add connection reached the editable email
step with the saved account key. The verified custom domain was selected
by default. Both domain choices worked. The existing inbox Settings page
remained available. Both active inboxes completed new mail checks with
the setting off. No new provider inbox or email message was created for
this pass.
- Earlier live provider acceptance covered creation on a verified custom
domain, Finish connecting on the reported draft, successful mail checks
after refresh, and catalog removal of disposable draft and active
connections. Clicking the email address copied the exact address and
showed Copied!. View inbox opened the same inbox in AgentMail’s console.
No email messages were sent.
- Production setup and Settings Storybook builds and interactions
passed. Settings states include active, paused, unassigned, revoked,
webhook, long-address, mobile, and reconnect. Receiving and
revoked-access stories had zero accessibility violations.
- Full local `pnpm test:run` on an earlier revision completed with
14,709 passing, 87 skipped, and four transient failures. All four failed
cases passed in focused reruns without product changes. That serial full
local command was not repeated after each follow-up. The latest-head
full CI suite is the final test gate.
- CI found an obsolete browser assertion that hid every channel when the
flag was off. Updated it to keep AgentMail and the Channels surface
visible while preserving the GitHub chat route gates. All 11 provider
browser tests passed locally after scoping the Channels selector to the
agent sidebar. Two initial local attempts stopped at temporary Postgres
initialization. The passing run used a separate disposable database on
the existing local Postgres server; it was removed after the test.
- Updated the remaining sidebar and aggregator discovery assertions for
default AgentMail availability. Ordinary task fixtures now return no
email thread. All 128 sidebar/task-page tests and all 42 aggregator
tests passed locally.
- Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI
passed, with 54 successful checks including Snyk and two intentional
Storybook skips. The CI run is
https://github.com/paperclipai/paperclip/actions/runs/37020833647. A
fresh Greptile review scored 5/5 with no unresolved threads. Live model
evaluations and inbound/outbound email delivery were not run.

## Risks

- AgentMail no longer needs experimental opt-in. Setup still requires a
human to connect an account and assign an inbox. Inline setup creates an
inbox after a human submits a new or saved key. Company access, agent
access, inbox assignment, and completion checks remain enforced.
- AgentMail read APIs cannot prove global address availability. The
visible-list check is bounded to 100 entries and cannot see inboxes
outside the key’s scope. The UI reports this limitation, suggests
alternatives without claiming they are free, and keeps final creation
conflicts inline. Lookup outages show an error without preventing the
authoritative creation attempt.
- Native select CSS affects the whole app. Custom-icon selects and
multi-row lists are excluded. Forced-color mode keeps the browser caret.
- Saved-key discovery uses stored verified scope metadata and checks
authorized legacy credentials concurrently within a shared three-second
deadline. Provider outages mark legacy choices unavailable; users can
still enter another key. Final use rechecks authorization and provider
access.
- No database migration or transport default change. Live connection
remains the default.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites; full-suite
limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (latest head
`b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 10:01:15 -05:00
DottaandPaperclip e00d10d5d5 fix(connections): repair stale AI defaults from agent settings (#14916)
## Thinking Path

> - Paperclip manages AI agents and controls the credentials used for
their work.
> - Managed AI connections resolve each responsible user's provider
default.
> - Agent settings created another account but kept the old default
selected.
> - A rejected provider test left the old account marked as connected.
> - Claude ACP reported a typed login failure as a generic
terminal-access error.
> - This pull request repairs the selected account or selects the new
login explicitly.
> - Agents can save and run with the repaired credential, and failed
logins request sign-in.

## Linked Issues or Issue Description

- Fixes #14831.
- Refs #13867. Environment failures remain separate from
credential-health failures.

## What Changed

- Add an agent-settings action to reconnect an unavailable personal
default in place. Keep its connection, grant, default, and agent access.
- State that a new account becomes the user's provider default. Select
its returned grant before changing the agent binding. Keep the actual
sign-in method.
- Show default-update errors and allow retry without another provider
login.
- Show the agent-access choice. Connection managers start with
company-wide access for their own tasks. Other members start with access
for the current agent.
- Use the server's connection-manager permission in the shared list
response. This includes members with a custom management grant.
- Mark credentials as needing attention after an explicit login
rejection in Test or Save. This includes API-key 401 and 403 responses.
Network, quota, and server failures keep the credential health
unchanged.
- Reuse the credential-generation check so an old failure cannot
invalidate a newer reconnect.
- Route Claude's typed provider `access` failure to the existing
login-recovery flow. Replace its generic terminal-access fallback with a
sign-in message.
- Add regression tests and update the AI Connections documentation.

## Verification

- Red: the UI tests failed on the missing reconnect action, unused
returned grant, missing access choice, and lost default-update error.
The server tests failed because rejected credentials stayed connected.
The real ACP fixture returned `acpx_turn_failed` for typed login
failures.
- Green: 156 tests passed across the AI connection, hiring, agent field,
and New Agent suites. All 37 environment-route tests passed. The Claude
ACP authentication fixtures also passed.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- The full local `pnpm test:run` passed 707 files and 14,503 tests, then
exited with an agent-conversation timeout and embedded PostgreSQL
startup failures in unchanged suites. The isolated conversation and
migration tests passed on rerun. Later local test groups did not run
after this failure.
- [All CI gates
passed](https://github.com/paperclipai/paperclip/actions/runs/37012669356)
on commit `38513dfe2`. This includes the full test matrix, browser
tests, typecheck, build, Runner checks, and canary dry run.
- Greptile reviewed commit `38513dfe2` and returned 5/5 with no open
findings.
- The regression tests use a real embedded database and a real ACP
fixture process. Live provider sign-in requires a valid account and was
not run.

## Risks

- Connecting a new account from agent settings changes the user's
provider default. The dialog states this before sign-in.
- The displayed access choice can allow all company agents to use the
account for its owner's tasks. Reconnect keeps the existing access.
Server permissions still control installs.
- Claude's typed `access` category maps to the provider's
`auth_required` signal. Tool and workspace request failures retain their
existing classification.
- No database migration or provider credential format changes are
required.

## Model Used

- OpenAI GPT-6 through Codex. The exact served model identifier and
context window are not exposed in this session. Capabilities used:
reasoning, repository tools, code editing, and command 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>
2026-10-02 08:57:52 -05:00
DottaandPaperclip efc2e6810e fix: show each task once in dashboard agent cards (#14847)
## Thinking Path

> - Paperclip helps people manage AI agents and their tasks.
> - The dashboard shows recent agent activity in compact cards.
> - Those cards use run records, so two runs for one task can create
duplicate task cards.
> - An operator needs to see each task once when scanning the dashboard.
> - This pull request selects one run per linked task before it applies
the card limit.
> - The live runs page still shows each run for run inspection.

## Linked Issues or Issue Description

**What happened?**

The dashboard showed the same task in two agent cards when that task had
both an active run and a completed run.

**Expected behavior**

The dashboard should show a linked task at most once. It should keep the
active run card when one is present.

**Steps to reproduce**

1. Start an agent run for a task that already has a completed run.
2. Open the company dashboard.
3. Observe two cards linked to the same task.

**Paperclip version or commit**

Reproduced on the pre-change master at `8b4aa0692`.

**Deployment mode**

Local dev, built from source. The bug is in the core dashboard UI and
does not depend on an agent adapter or database mode.

## What Changed

- Select distinct linked tasks from capped active and recent run samples
before applying the dashboard card limit.
- Keep separate cards for runs without a linked task.
- Preserve the dashboard's count of additional distinct cards behind the
live-runs link.
- Add UI and embedded Postgres regression tests for duplicate runs and
document the dashboard rule.
- Give the existing multi-request cross-tenant authorization test enough
time on loaded CI runners.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/ActiveAgentsPanel.test.tsx`
- `pnpm --filter @paperclipai/ui exec vitest run
src/api/heartbeats.test.ts`
- `pnpm exec vitest run server/src/__tests__/dashboard-service.test.ts
server/src/__tests__/agent-live-run-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui build`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm check:token-gates`
- Review the dashboard with an active and a completed run on the same
task. Confirm that it shows one card. Open Live agent runs to inspect
both run records.

## Risks

- A very high volume of recent runs for one task can fill the capped
sample and leave older tasks off the dashboard. The Live runs page
remains available for full run inspection.
- The dashboard may fetch up to 50 distinct run representatives to
preserve its overflow count. The default run API response and persisted
data 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, GPT-6. The runtime does not expose the exact model ID or
context window size to this task. The model used reasoning, tool calls,
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>
2026-10-01 12:18:35 -05:00
DottaandPaperclip 018993140f feat: let agents name prompt-only tasks (#14761)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users create tasks with a title and a description.
> - A required title adds work when the prompt already explains the
request.
> - An agent can name the task once it reads that request.
> - This pull request accepts prompt-only tasks and starts them with a
short prompt slice.
> - A scoped title tool lets the assigned agent replace that slice early
without changing execution state.
> - A live browser eval checks the real agent call, saved title, audit
entry, and preservation of user titles.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: task creation, shared contracts, database, server, runner
tools, and board UI.

**Problem or motivation**

Users must currently write a title before they can submit a detailed
task prompt. The agent has enough context to write a useful title
itself.

**Proposed solution**

Make the title optional when a description is present. Save the first
120 characters of the normalized prompt as a provisional title. Ask the
assigned agent to call `set_task_title` early. Use an atomic
provisional-title guard to preserve titles supplied or edited by users.
Keep explicit titles supported.

Related: #14543 and #14556 concern empty-title submission. This change
intentionally enables that submission when a prompt is present, instead
of requiring a title.

## What Changed

- Add the `titleNeedsGeneration` field with an idempotent migration.
Keep existing titles unchanged.
- Add `PUT /api/issues/:id/title` and the native and legacy
`set_task_title` tool. Enforce company access, active-run ownership,
shared, bounded retry receipts across native/HTTP calls, and
transactional audit logging. Refresh external-object links after commit,
with the same feature gate and plugin detectors as ordinary title edits.
- Add early naming guidance in Standard, Ask, and Plan task context.
Preserve the description, status, and assignment.
- Allow prompt-only root and child task creation, plus draft restoration
in the New Task dialog. Keep user titles supported.
- Add an opt-in Product E2E suite for prompt-only Standard and Ask
tasks, plus an explicit-title control. It checks actual provider calls
within the first five tools, persisted state, audit attribution, and the
reloaded UI.
- Preserve a closed vocabulary of API key maintenance phrases in
declared prose while rejecting opaque credential suffixes. Add one
bounded naming retry after wording is rejected, without treating the
rejected call as a saved title.
- Repair the native cleanup receipt check exposed during full
verification: accept matching input digests, retain legacy input checks,
and reject conflicting receipts.

## Verification

- Live Product E2E on `f43478473800e3a46b85c5ee79677efdb15108e7`: **3/3
passed** with native Codex `gpt-5.4-mini`, first attempts only,
automatic retries disabled. Standard and Ask each saved “Rotate expired
API key” on their first tool call, with matching persisted state and a
single same-run audit entry. The explicit-title control retained its
user title with zero title writes. All three verified the reloaded
browser UI.
- Campaign: `local-2026-09-30T21-30-11-021Z`. Earlier failed campaigns
are retained separately; they exposed credential-prose handling and
prompted the naming recovery fix. No failed result was regraded or
deleted.
- Reproduce with `pnpm test:e2e:runner -- --id
task-titles.runner-codex-mini.local.prompt-title-standard --id
task-titles.runner-codex-mini.local.prompt-title-ask --id
task-titles.runner-codex-mini.local.preserve-explicit-title
--max-automatic-retries 0` and an authorized provider key.
- Full `pnpm -r typecheck` and `pnpm build` passed on the latest commit.
The runner build used the configured external eval source tree.
- Product E2E unit suite: **61 files, 818 tests passed**; E2E typecheck
and UI token gates passed.
- Title API/native regressions cover prompt-only and explicit child
creation, user edits, ownership/company isolation, external reference
refresh, cross-surface retry replay, and the 64-key limit without
receipt eviction. All passed. Prompt-context coverage: **44 tests
passed**.
- Rust credential regressions: **35 tests passed**, including benign
maintenance qualifiers and opaque credential rejection in every declared
prose field. Catalog/report reconciliation: **28 tests passed**. Native
recovery: **560 tests passed**.
- Broad local `pnpm test:run`: **14,555 tests passed** in the general
server group; two suites failed to initialize embedded PostgreSQL and
the existing 40,000-file Git streaming stress test exceeded its
300-second macOS timeout. All three suites then passed in isolation (**5
tests passed**) without code or timeout changes. The original full local
command exited nonzero and is not being represented as a clean full run.
- Latest-head GitHub checks are green: **53 passed, 4 skipped, zero
failed or pending**, including all test shards and the canary packaging
dry run. Greptile reviewed the same commit at **5/5**, with zero
unresolved review threads.

## Risks

- The additive database field must reach the server and UI together. The
migration uses `IF NOT EXISTS` and defaults existing tasks to a final
title.
- Title generation depends on the assigned agent running. Tasks without
a run keep their provisional title.
- Live qualification covers the native Codex path in Standard and Ask
modes. API/legacy and Plan behavior have deterministic coverage.
- The credential-prose exception validates the entire suffix against a
closed maintenance vocabulary. Unknown suffixes, assignments, quoted
values, credential prefixes, and diagnostics retain strict checks.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact deployment ID and context window are not exposed in
this session. The live eval uses the native Codex `gpt-5.4-mini`
profile.

## 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>
2026-09-30 16:48:24 -05:00