189 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	6395cae072	fix(runner): ship provider pack in the standard Docker image (#14854) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Remote OpenCode and ACPX runs need a provider pack from the application build. > - Cloud now builds its application image from the standard production image. > - The provider pack was added only to the legacy cloud image target. > - The standard image therefore cannot supply the pack to downstream Cloud images. > - This pull request adds the pack to the production image and lets the cloud target inherit it. > - Remote runs can then use the pack that matches the application source commit. ## Linked Issues or Issue Description Refs #13827. Refs #14024. The standard production image does not include the remote provider pack. Downstream Cloud images inherit that omission. Remote OpenCode and ACPX runs fail with `runner_remote_provider_artifact_incompatible` and ask for `PAPERCLIP_RUNNER_REMOTE_PROVIDER_PACK_PATH`. ## What Changed - Build and copy the provider pack into the standard production image. - Set the pack path and check that an unprivileged user can read its artifacts and execute Node. - Let the legacy cloud target inherit the pack from production. - Add regression checks for production packaging and cloud inheritance. - Document stamped image behavior and the default pack path. ## Verification - The 12 focused Docker stamp and provider-pack reuse tests pass on commit `4a11f8d52aead55f85527c8e82c6d7f2644ce0da`. - The new packaging regression failed against the old Dockerfile and passed with the fix. - On the current commit, `pnpm build` and `pnpm -r typecheck` pass. All seven standard-image contract tests also pass. - The current-head CI build, typecheck, test, browser, and native Runner checks passed. The local full suite hit one chat-channel assertion failure; that exact test passed in isolation. The remaining local run was stopped after CI completed to avoid duplicating its full suite. An earlier run on the pre-rebase base had a heartbeat comment batching timeout; the external chat wait integration suite passed all 142 tests in isolation. - [The stamped preview image build passed](https://github.com/paperclipai/paperclip/actions/runs/36885002850/job/110446106393), including the production-stage provider pack build, copy, and unprivileged artifact readability/executable check. Publication, compatibility validation, and deployment of this exact commit to a staging QA instance passed. - Reproduced the exact missing-pack error on an existing staging image with Paperclip Runner, ACPX, and Claude in a remote Daytona computer. The legacy Claude adapter succeeds with the same account and computer. After deploying this commit, the same native task succeeded: it computed `5050` with a real remote shell command, wrote a proof file, read it back in a separate call, uploaded the file as a deliverable, and completed the task. The uploaded file contents and Done state persisted after a page reload. The run trace confirms Paperclip Runner, ACPX, and Claude. The first run took 2m 59s, including approximately 97s of remote artifact preparation. A second native run read the unchanged file from the prior run and completed successfully. Its startup took about 120s; this verifies repeated execution and file persistence, not fast provider-pack reuse. ## Risks - Stamped standard images now include the provider pack and its build cost. A pack build failure now fails the production image build. - Unstamped local builds still skip pack generation. Setting the path alone does not create a pack. - No database, provider authentication, or runner verification rules change. ## Model Used OpenAI Codex, GPT-6. The exact serving model identifier and context window are not exposed in this session. Capabilities used: repository inspection, code editing, shell verification, and browser testing. ## 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>	2026-10-01 11:07:50 -05:00
DottaandPaperclip	d432dc7fa3	Add GitHub-synced skill sources (#14713) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Company skills supply instructions and files to those agents. > - GitHub imports already exist, but users cannot manage repositories as skill sources. > - Repository refresh also needs caller-authorized access and complete local packages. > - This pull request adds Sources inside Skills and reuses GitHub connections from Apps. > - Installed snapshots let agents use skills without fetching GitHub during a run. > - Manual refresh preserves skill identity and leaves failed imports on their last good version. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: skills UI, server, database, shared contracts, and runtime materialization. **Problem or motivation** Users keep skills in GitHub repositories. They need a clear way to select, import, and refresh those skills. Existing imports do not expose repository management or consistently preserve supporting files. **Proposed solution** Add company-scoped skill sources. Browse repositories from all accessible GitHub connections, or paste a public repository or branch URL. Select whole skill packages, inspect included files and reference warnings, and install complete, immutable snapshots. Refresh each source manually. **Alternatives considered** Project repository settings hide the workflow from Skills. A second GitHub connector would duplicate credentials and grants. Upstream editing and PR creation are separate work. **Roadmap alignment** This implements the Skills Manager direction in ROADMAP.md. The maintainer requested this scope and reviewed the component and full-app journey stories before implementation. Related reports: Refs #10285, Refs #10949, Refs #13464. Related work: #14356, #13656, #9268. ## What Changed - Add source and entry records, an idempotent migration, company-scoped APIs, and legacy GitHub import adoption. - Reuse current caller grants and credential refresh. Combine and deduplicate repository inventories across accessible connections. Pasted public URLs also prefer the active user’s authorized connections. Tokens stay in the Git child environment, never argv or disk. - Fetch a shallow Git snapshot at one immutable commit. Scan the full local tree, including hidden and nested folders. Read Git objects without checkout or archive transformations and enforce nested package boundaries. - Bound Git downloads to 128 MiB and three minutes. Cancel active process groups and remove incomplete downloads. Preserve cancellation and deadlines while progress drains; close stalled HTTP progress streams after 30 seconds. Reuse caller-scoped temporary snapshots for preview/import after reauthorization. - Index repository package boundaries once and cap expanded work at 1,000 packages, 10,000 files, and 100 MiB, including repeated copies of shared blobs. Bound path depth and the shared path index. Discovery keeps audited manifests without retaining all package bodies. - Resolve moving branches before fetching so unchanged discovery reuses caller-scoped snapshots. Limit active scans, scan frequency, and new downloads per caller and company; quotas apply before metadata reads and across connections, and cached scans do not consume the download quota. - Store complete versions with script content, binary bytes, and executable modes. Preserve these through copies, runtime caches, and runner packaging. - Stage downloads before publication. Use source leases, revision checks, and transactional activity records. Keep installed versions after failures, upstream deletion, deselection, and disconnect. - Add the approved import flow, Sources page, selection tree, provenance, read-only Studio behavior, and saved return from GitHub setup. - Add package manifests, commit-pinned file previews, and separate runtime requirements and reference warnings. Supporting files are included together; nested skills remain independently selectable. Preview requests reauthorize the caller and re-audit package content. - Show installed skills as compact links beneath each source. Repository titles open GitHub. Keep Refresh, Select skills, and Disconnect source in a three-dot menu. Source rows omit the branch, imported count, and refresh timestamp; action alignment and repository titles work at narrow widths. - Stream discovery metadata over an opt-in NDJSON response. Show measured Git download progress and real package/file counts, animate newly checked skills, support cancellation, and require a complete scan before selection. Keep the existing JSON API. - Retain component stories and add a separate full-app journey story group. Include fixed progress states and interactive scan, large-repository, interruption, and saving stories. - Update Skills documentation and product contracts. Suppress private GitHub skill references in telemetry. Privacy review requested for the telemetry changes. ## Verification - Local repository typecheck, full build, token gates, and Storybook build passed during this work. Focused transport, authorization, scanner, persistence, route, and UI tests pass. The final UI refinement passes all eight focused UI tests, UI typecheck/build, and token gates. The scanner resource and repeated-discovery fixes pass 132 focused scanner, transport, authorization, source-service, route, and rate-limit tests, plus server typecheck/build. Full-suite verification comes from CI; the older full local Vitest run was stopped after unrelated chat failures and a font-test failure, all of which passed in fresh focused runs. At commit `1098d5996`, all 54 active checks pass; two optional Storybook jobs are skipped. CI covers repository typecheck, build, the full test suites, browser shards, and the canary dry run. Greptile is 5/5 with no open findings; the security scan also passes. - Adversarial scanner tests verify repeated-blob byte accounting with and without declared sizes, package/file/path caps, one-time repository indexing, metadata-only discovery audits, and nested package boundaries. Additional tests cover branch movement, snapshot reuse, caller/company quotas, isolation across connections, active-lease cleanup, quota recovery, and rejection before any metadata API call. - Real Git tests verify hidden paths, exact binary bytes, executable modes, export-ignore preservation, symlink/submodule reporting, pinned commits, caller-scoped cache reuse, cancellation, cleanup, and credential isolation. Regression tests hold both download slots with permanently blocked progress callbacks, verify timeout/cancellation cleanup and retry, and exercise HTTP backpressure cancellation. Access tests cover automatic public-URL connection selection and revoked grants. Database tests verify company and grant audiences. - Live isolated browser test: the public `anthropics/skills` scan now completes and discovers all 20 skills without connecting an account. Imported canvas-design with all 83 files, opened it from Sources, and verified the installed binary-font preview/download control. Package previews also expose the complete file inventory before import. Cancelled an active Git download and retried successfully to all 20 discovered skills; the browser displayed measured download progress. The current audits reject four other packages; eligible selections remain importable. - Browser checks verify the simplified source rows at desktop and narrow widths, keyboard navigation into the actions menu, Refresh from the menu, selection, and fixture disconnect with installed skills retained. Storybook includes a menu-open checkpoint and a 320px layout. - Storybook includes receiving/preparing download checkpoints and a timed full-app import journey, plus cancellation, retry, large-repository, and saving states. Streaming tests cover split UTF-8 frames, incomplete streams, late responses, cross-company requests, HTTP errors, and JSON compatibility. - Earlier live acceptance on this PR imported `stitch-skill` with `DESIGN.md`, assigned it to an agent, disconnected its source, and ran a successful Studio test that read both installed files. An editable copy changed independently. Both Skills variants, mobile selection, and return from GitHub setup were exercised. - Private access, revoked credentials, OAuth success return, binary/script preservation, concurrent refresh, transaction rollback, version pins, and legacy adoption have automated coverage. A real private-repository OAuth grant was not created during this test. ## Risks - The migration groups recognizable legacy imports without provider calls. Their first successful refresh completes the local package snapshot. - Reference checks are advisory. They cover Markdown links and explicit relative resource paths, not arbitrary runtime dependency graphs. Preview text is capped at 64 KiB; imported bytes remain complete. - Git must be installed on the server. Shallow fetches still download the branch snapshot, including files outside selected packages. Downloads have size/time/concurrency limits. Temporary caches are bounded and caller-scoped. GitHub API quota still applies to repository metadata and the connection picker; content no longer uses per-file API requests. Failed scans retain installed content. - Sources depend on the current caller's GitHub access. A saved connection does not grant access to another person's token. - GitHub script support and immediate manual refresh are explicit maintainer-approved requirements. The operator trusts the selected repository and accepts upstream script and executable-mode changes on refresh. Static audits are not a sandbox or a guarantee of safe code; agents may later invoke installed helpers under their runtime permissions. Import and refresh do not execute scripts, hooks, package installation, or builds. Raw URL and skills.sh imports keep their prior script restrictions. - Source originals remain read-only. Refresh affects subsequent unpinned runs; explicit pins and active runs retain their versions. - The telemetry change removes source-managed GitHub identifiers from skill-reference events. It introduces no event or field. Please review the privacy boundary. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and browser tools. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 13:32:58 -05:00
Devin Foley	f38b5693f6	fix: always enable keyboard shortcuts (#14643) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI has keyboard shortcuts for the inbox, task lists, cases, and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and `]` > - Shortcut enablement was an instance-wide General setting until #14141 moved it to a per-user preference that defaults to off > - The move did not carry the old instance value over, so every existing user lost shortcuts on upgrade and had to find a new toggle under Profile settings > - A toggle that only turns off a standard, input-safe feature costs a setting, a database column, two API routes, and a React context for little benefit > - This pull request removes both the instance setting and the personal preference and enables keyboard shortcuts for every signed-in user > - The benefit is one less thing to configure, no silent loss of shortcuts on upgrade, and less code to maintain ## Linked Issues or Issue Description Refs #14141 (the change that introduced the personal preference). **What existing behavior does this improve?** Keyboard shortcuts in the web UI stay off unless each user turns them on in Profile settings. **Subsystem affected** Web UI shortcuts, Profile settings, instance general settings, the `/api/auth/preferences` routes, and the `user` table. **Current behavior** Shortcuts default to off per user. #14141 moved the toggle from Instance settings → General to Profile settings and did not carry the old instance value over. Users who had shortcuts on lost them after the upgrade and had to find the new toggle. **Proposed behavior** Keyboard shortcuts are always enabled for every signed-in user. There is no instance setting and no personal preference. Shortcuts already ignore key presses inside text inputs and modal dialogs, so an opt-out is not needed. **Reason and benefit** Fewer settings, no silent loss of shortcuts on upgrade, and removal of a database column, two API routes, a query hook, and a React context that existed only to gate this feature. **Breaking changes** `GET` and `PATCH /api/auth/preferences` are removed. `PATCH /api/instance/settings/general` no longer accepts `keyboardShortcuts`; that schema is strict, so the key now returns 400. `instance.general.keyboardShortcuts` is no longer a valid `PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a warning. ## What Changed - Removed the Keyboard shortcuts section from Profile settings, the `useUserPreferences` hook, `queryKeys.auth.preferences`, and `authApi.getPreferences` / `authApi.updatePreferences`. - Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list, legacy task list, cases, and task detail pages no longer gate their key handlers. - Removed the `enabled` option from `useKeyboardShortcuts`. The app shell always registers the global shortcuts. - Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI entries, and the `currentUserPreferencesSchema` / `updateCurrentUserPreferencesSchema` validators. - Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the general settings zod schema, the settings service defaults, and `HIDEABLE_GENERAL_SECTIONS`. - Added migration `0289_drop_user_keyboard_shortcuts`, which drops `user.keyboard_shortcuts`. - Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and `docs/deploy/environment-variables.md`. - Parsed the stored general settings row with `instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a retired key left in the row cannot reset the sharing preference to `prompt` and overwrite the stored choice. - Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before. - Updated the affected tests and added a Profile settings test that asserts the toggle is gone, a hook test for the modal dialog guard, and a feedback service regression test for the retired-key case. ## Verification - Typecheck passes for `@paperclipai/shared`, `@paperclipai/db` (including the migration numbering and safety checks), `@paperclipai/server`, and `ui`. - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/openapi-routes.test.ts server/src/__tests__/auth-routes.test.ts server/src/__tests__/sentry.test.ts` → 119 passed. - `pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed. - `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts` → 16 passed. - `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7 passed. - `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts` (embedded Postgres) → the new retired-key test passes with the fix and fails without it. - Manual: sign in with no settings changed, open the inbox, press `j` and `k` to move the selection, press `?` to open the cheatsheet. Open Settings → Profile and confirm there is no Keyboard shortcuts section. ## Risks - The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the column has no readers after this change. If you roll back to a build from before this PR after the migration has run, re-add the column first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean DEFAULT false NOT NULL;`. The older build's ORM selects that column when it loads users. - Any external client that still sends `keyboardShortcuts` to `PATCH /api/instance/settings/general` receives a 400. No in-repo client does. - Stored `instance_settings.general.keyboardShortcuts` values are stripped on read and ignored. - Users who never turned the toggle on now get shortcuts. The handlers skip text inputs, contenteditable regions, and modal dialogs, so typing is unaffected. ## Model Used Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-29 21:28:06 -07:00
Devin FoleyandPaperclip	35a4448c02	fix(cursor): select failure diagnostics after trace notices (#14636) ... ## Thinking Path > - Paperclip manages work performed by AI agents. > - The Cursor CLI adapter turns process output into run results. > - Cursor can print a trace-file notice before a real error. > - The adapter used the first stderr line as the failure summary. > - This could hide the error behind an informational file path. > - This change selects the first diagnostic after that known notice and preserves the full logs. ## Linked Issues or Issue Description **What happened?** When Cursor exits with a nonzero code, a leading `cursor-retrieval: tracing to ...` notice can become the error summary. A later error remains in stderr but is absent from the summary. If the notice is the only output, the summary does not explain that the process exited unsuccessfully. **Expected behavior** Prefer the structured error, then a stderr diagnostic, then the exit code. Keep the run failed and preserve the original logs. **Steps to reproduce** 1. Use a fixture Cursor executable that writes the trace-file notice to stderr. 2. Write `Authentication failed` on the next line, then exit with code 7. 3. The old adapter reports the trace-file notice. This change reports the authentication error. 4. Repeat with only the notice. This change reports `Cursor exited with code 7`. **Paperclip version or commit** Reproduced against master commit `17780751551b3bc1c2521f7694026c34534c46c9` with local process fixtures. **Deployment mode** Local CLI adapter. The diagnostic helper is also used by environment probes. Searched open Cursor PRs and issues. PRs #14631 and #14435 concern native ACP support; #11106 concerns MCP configuration. None changes this legacy CLI diagnostic selection. ## What Changed - Skip only the exact trace-location notice when choosing a diagnostic line. - Remove terminal control codes from summary candidates. - Use the same selection for execution and environment probes. - Preserve structured-error priority, exit status, retry decisions, and raw stdout/stderr. - Add child-process regression tests and narrow parsing cases. Document the behavior. ## Verification - Two execution regression cases failed on the previous implementation; structured-error priority already passed. - `pnpm exec vitest run packages/adapters/cursor-local`: all 16 tests passed across five files. - `pnpm --filter @paperclipai/adapter-cursor-local typecheck` passed. - `pnpm -r typecheck` passed. - All GitHub CI checks passed on the PR head. One preview-runtime readiness test failed on the first attempt; its full local suite passed (28 tests, three skips) and the failed CI shard passed on retry. No unrelated source change was needed. - The broad local `pnpm test:run` command did not complete in the available verification window and was stopped; no full local-suite pass is claimed. The full sharded GitHub CI suite passed. `pnpm build` passed. - Tests use local fixture processes. They make no Cursor provider requests. ## Risks A future Cursor notice format may no longer match and will remain visible. Retrieval error lines and unknown diagnostics remain visible. This improves diagnosis; it does not claim to fix an unknown provider or machine failure. There are no schema, authentication, cancellation, or retry-policy changes. ## Model Used OpenAI Codex (GPT-6), with reasoning, repository inspection, and command execution. The session does not expose a more specific model revision 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 described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run the targeted tests locally and they pass; full checks are in progress - [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>	2026-09-29 16:36:36 -07:00
DottaandPaperclip	2de43fc909	fix(issues): keep agent mentions as context and defer personal app authorization (#14577) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Each task has one assignee. Explicit assignment and review requests select who should act. > - An agent mention started another agent on a task it did not own. Native attachment staging then rejected that run. > - Allowing that run through startup could also let two agents work on the same task. > - Mentions should identify relevant context. They should not start work or forward comments to other tasks. > - A personal app installed on a shared agent must also wait until tool use to resolve the current user's grant. > - This pull request removes mention dispatch and keeps missing personal app credentials from blocking startup. ## Linked Issues or Issue Description **What happened?** A native agent mentioned on another agent's task failed with `paperclip_runner_attachment_staging_not_authorized`. The source task could already be complete. A nearby optional-app warning was a separate problem: personal app tools were excluded when their shared health state required attention. **Expected behavior** An agent mention is context only. It does not wake the agent, take ownership, or copy a comment onto another task. Normal feedback still reaches the assignee. Assignment and explicit review requests still dispatch work. An unavailable personal app does not block startup or produce a startup warning. Tool use requests the current user's authorization and never uses another user's grant. **Steps to reproduce** 1. Assign a task to agent A. Post a comment that mentions agent B, including a comment that closes A's task or references B's child task. 2. Confirm the comment retains its agent link and B receives no run or deferred wake. A can still receive normal feedback. 3. Install an active personal MCP connection on B. Give only Alice a grant and leave shared health at `error`. 4. Explicitly assign work to B for another user. Confirm it can finish without using the app. 5. Ask B to use the app. Confirm its tool call shows an inline connection request for the current user. Related work: Refs #11144. This change uses the existing execution-time personal grant resolution. ## What Changed - Remove mention dispatch from standalone comments and issue updates. Remove implicit forwarding of parent comments to a mentioned worker's child task. - Ignore new requests with the legacy mention wake reason before creating a run or deferred request. Preserve already accepted queue entries, which can combine assignments and feedback with a later mention. - Remove the native mention admission, staging, and finalization exceptions from this PR. Native task ownership checks remain intact. - Keep active, installed personal app tools available despite shared health errors. Remove optional-app startup warnings. Tool execution retains the current user's grant and policy checks. - Update agent instructions and product/API docs. Refresh generated capability source anchors. ## Verification - Red: comment-route regressions reproduced extra agent wakes and child comment forwarding. A separate regression proved that cancelling by the last coalesced reason could drop an accepted assignment. - Green: the targeted route, wake queue, heartbeat, workspace, responsible-user, MCP discovery, and HTTP gateway suites passed. The final queue and heartbeat rerun passed 104 tests, the restored queue adapter passed 56, and both comment-route suites passed 135. These include accepted assignment preservation, rejection of new mention requests, and normal assignee feedback. - `pnpm -r typecheck` and `pnpm build` passed locally. The full local `pnpm test:run` attempt was interrupted for review/CI fixes, so it is not claimed as a completed local pass. It exposed a cleanup timing race in the concurrent-mention assertion, now fixed and verified across 10 repetitions. CI also exposed an obsolete test waiting for the removed mention lookup; it was reproduced and fixed, then both comment suites passed. Final full-suite verification is through CI. - Final head `bd9ea4cb05a8f081c54e017760a8999f9ea6ef44`: 54 checks passed, 2 Storybook checks intentionally skipped; no pending or failing checks. Full CI includes general and serialized suites, all 8 browser shards, runner verification, typecheck, build, and canary dry run. Greptile is 5/5 on this exact commit, with no unresolved findings. - One unchanged Cursor adapter test hit its 10-second CI timeout. All 5 tests in that file passed locally; one retry of its CI shard passed all 674 tests (3 skipped). The aggregate verification gate then passed. No code or timeout was changed for that retry. - Live browser check: inserted a structured mention with the picker on a human-owned task. The saved link remained visible. Database checks found zero new runs and zero wake requests. - Live Codex runner check: explicitly assigned that task with the unavailable personal app attached. The run succeeded and committed completion without using the app or creating a connection card. - Live browser follow-up: asked the assignee to call PostHog and mentioned another enabled agent as context. Only the assignee ran. It succeeded and displayed the existing inline connection card. Only Alice's grant existed; the run belonged to a different user. - The HTTP regression covers tool discovery with no provider calls or connection cards, first use returning the current user's authorization request, and successful retry after that user's grant exists. - App checks use an isolated local fixture and a fake MCP provider. They do not use production app credentials. ## Risks - Intentional behavior change: workflows that used mentions to wake agents must use assignment, a bounded child task, or an explicit review request. - Already accepted queue entries retain their prior rules. An old entry can combine assignment or feedback with a later mention; its last reason cannot safely identify mention-only work. New mention requests create no run or deferred wake. - Personal apps with a shared health error remain discoverable. Actual tool use still requires the responsible user's grant and existing policy gates. - No database migration or public API schema change. ## Model Used - OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact serving model ID and context-window size are not exposed in this session. - Live native-run verification used `gpt-6-astra` through the Codex provider. ## 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>	2026-09-29 12:49:01 -05:00
Devin FoleyandPaperclip	e2f1a66aa7	feat: support default-hidden experimental settings (#13980) ... ## Thinking Path > - Paperclip is the open source control plane for AI-agent companies. > - Operators can hide settings that their users must not change. > - The server shares the effective restrictions with the UI and settings API. > - An explicit list must change whenever a new experimental flag is added. > - This pull request adds a wildcard with named exceptions to the existing setting. > - Core applies the policy to its current catalog, so new flags stay hidden automatically. ## Linked Issues or Issue Description Related: #11823 introduced settings visibility. #13907 added workspace isolation visibility. I searched related PRs and issues and found no duplicate wildcard implementation. **What existing behavior does this improve?** Operator control of experimental setting visibility through `PAPERCLIP_HIDDEN_SETTINGS`. **Subsystem affected** Shared settings policy and its existing server health and mutation consumers. **Current behavior** Operators must name every hidden experimental toggle. A new Core flag can become visible until the operator updates that list. **Proposed behavior** `instance.experimental.*` hides current and future experimental toggles. Entries such as `!instance.experimental.enableEnvironments` leave named controls available. Explicit hidden keys and the hidden parent page take precedence over exceptions. **Reason and benefit** Operators can maintain a short list of allowed controls instead of a second copy of Core's full feature catalog. **Breaking changes** Existing explicit lists and unset configuration keep their behavior. The new syntax is opt-in. Older images ignore it, so operators must retain explicit restrictions until those images are upgraded. Visibility does not change feature values. ## What Changed - Expand the wildcard into concrete catalog keys in the shared parser. - Limit exceptions to known experimental controls and preserve explicit restrictions in either input order. - Test a synthetic future catalog addition, duplicate and invalid entries, API rejection, same-value echoes, and the effective health payload. - Document the syntax and the transition for deployments with mixed image versions. ## Verification - Targeted parser, future-catalog, health, and settings-route tests pass: 95 tests across four files. - `pnpm -r typecheck` passes, including Rust checks, with the installed Cargo directory on PATH. - `pnpm build` passes. - All current-head CI gates pass, including the full test shards, Rust, build, browser E2E, and canary dry run: https://github.com/paperclipai/paperclip/actions/runs/36083292578. One unchanged runtime-exposure cold-start test passed on its first retry. - The full local `pnpm test:run` did not pass on macOS/Node 25: the first server group reported 13,356 passed, 18 failed, and 99 skipped, with six failed files (including two failed suite setups). Failures were in unchanged runtime/company skill cache, chat/email connector fixtures, embedded-Postgres setup, and workspace cleanup tests. A standalone filesystem probe reproduced the read-only-directory rename permission failure. Missing connector fixture paths, database startup failures, and two integration assertions also occurred; the remaining local groups were not reached after this group failed. The corresponding CI lanes all pass. These local failures are not claimed as fixed by this PR. - Browser suites were not run because this changes the shared policy, not UI rendering or browser workflows. Health payload and route tests cover the shared UI/API contract. ## Risks A malformed exception remains hidden and is reported as unknown. Exceptions cannot override an explicit hidden toggle or parent page. Older images ignore wildcard syntax; keep their explicit list during a mixed-version rollout. No schema or feature-value changes are included. ## Model Used OpenAI GPT-6 through Codex, with reasoning, tool use, and code execution. The exact runtime 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>	2026-09-25 08:07:50 -07:00
Devin FoleyandPaperclip	94a0aa7726	fix(ui): hide workspace isolation controls for managed hosts (#13907) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Workspace isolation keeps task checkouts separate. > - Managed hosts can enable isolation and hide its experimental toggles. > - Project, task, and routine forms still expose choices that override that policy. > - This pull request adds an operator visibility key for those controls. > - Workspace access stays available, and execution keeps its existing policy. ## Linked Issues or Issue Description **What existing behavior does this improve?** Operator control over workspace isolation settings in the UI. This follows the settings list cleanup in #13905. **Current behavior** Hiding the experimental isolation toggles leaves project policy editors, task selectors, routine and pipeline overrides, recovery actions, and workspace configuration visible. **Proposed behavior** Set `PAPERCLIP_HIDDEN_SETTINGS=workspaces.isolation` to hide these controls. Keep workspace navigation, status, files, and runtime access. Hide experimental toggles separately. Instances that do not set this key keep their controls. **Reason and benefit** Users on managed hosts should use the host's isolation default. A hidden form must not submit a stale draft that overrides it. ## What Changed - Add the UI-only `workspaces.isolation` key to the shared visibility registry. - Hide project workspace policy, task and subtask selectors, routine and pipeline overrides, and isolated re-issue actions. - Hide the workspace Configuration tab and redirect direct links to workspace issues. - Omit hidden new-task and routine overrides. Keep explicit task/subtask workspace launch context, saved policies, and automatic branch values for workspace routine runs. - Wait for the health visibility policy before showing controls. Keep workspace access and all execution APIs available. - Document the key and test visibility, form payloads, deep links, and unchanged workspace access. ## Verification - All 52 CI checks pass on `50cc770d33` (two expected skips). The branch is mergeable. Greptile is 5/5 with no unresolved comments. - `pnpm -r typecheck` passed. - `pnpm build` passed. - `pnpm check:token-gates` passed. - Targeted UI checks passed: 346 tests across 14 suites, including hidden project/task controls, stale task drafts, routine branch defaults, recovery actions, configuration deep links, and workspace access. - Shared settings-visibility tests passed: 11 tests. - `pnpm test:run` was run and stopped after reproducing five failures in unchanged server tests: two `chat-channels.integration` cases (linked-request provenance and direct external-chat finals) and three `company-skills-service` cases (runtime refresh, concurrent download, and explicit update). The earlier local run for #13905 showed the same failures. The full local suite is not claimed green. Targeted UI/shared checks pass. All PR CI shards, including the affected chat and skills suites, pass. - Reviewed the diff for secrets, private links, and run artifacts. ## Risks This key changes UI visibility only. It does not reject API calls or change feature values. Operators must enable isolation and its default through their existing policy mechanism. Older app versions ignore the new key until upgraded. Removing the key restores the controls. No schema changes. ## Model Used OpenAI GPT-6 (Codex), with reasoning, repository tools, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally; targeted checks pass (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 - [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>	2026-09-23 19:38:07 -07:00
Devin FoleyandPaperclip	794b09f834	fix(ui): alphabetize experimental settings and hide empty groups (#13905) ... ## Thinking Path Paperclip operators use Experimental settings to find and manage optional controls. New cards have accumulated outside alphabetical order, and operator-hidden cards leave empty developer and legacy sections. Sort the displayed controls within their existing groups and remove groups with no visible controls. ## Related Issues **What existing behavior does this improve?** The Instance Settings → Experimental page. **Current behavior** Agent Chat follows Cases, MCP aggregators precedes External Objects, and hidden developer/legacy controls leave empty headings. The worktree execution card also ignores its operator visibility key. **Proposed behavior** Cards appear alphabetically by their displayed title within each section. Empty developer and legacy sections disappear. The worktree execution card follows the same operator visibility policy as other experimental controls. **Reason and benefit** Operators can scan the list predictably. Hosted installations show only the controls their operator permits, without empty sections or a worktree-only exception. No matching sorting PR was found in the duplicate search. This is a small improvement to an existing settings page and does not add a roadmap feature. ## What Changed - Reorder existing cards without changing their values or mutation handlers. - Hide empty developer/legacy sections and respect the hidden worktree-execution key. - Cover alphabetical ordering, conditional isolated-workspace controls, a restricted three-control policy, and partly visible sections. - Document sorting and operator visibility. ## Verification - `pnpm --dir ui exec vitest run src/pages/InstanceExperimentalSettings.test.tsx`: 45 tests passed. - `pnpm check:token-gates`: passed. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - `pnpm --filter @paperclipai/ui typecheck`: passed. - All PR CI checks passed on `88011049be`, including the chat integration shards, full typecheck, build, browser tests, and policy checks. Greptile is 5/5 with no review threads. - Local `pnpm test:run` reported eight failures in unchanged chat, company-skills, email-channel, and workspace exposure suites. Stopped the remaining local run after CI completed successfully. Isolated chat rechecks were skipped by the host database support gate and do not count as passes. All matching CI shards passed; the full local suite is not claimed as green. - Frozen installation is blocked on the base branch by existing overrides/patch configuration drift from the lockfile. Local validation uses `pnpm@9.15.4 install --no-frozen-lockfile`; the original lockfile and manifests are unchanged in this PR. - Diff reviewed for secrets, private references, and run artifacts. ## Risks Settings only change position or visibility. Existing values, managed locks, API contracts, and feature dependencies are unchanged. Each section keeps its own alphabetical list. Reverting this change restores the previous presentation. ## Model Used OpenAI GPT-6 (Codex), with reasoning, repository tools, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the enhancement template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run 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>	2026-09-23 16:35:59 -07:00
Devin FoleyandPaperclip	be6f49a425	feat(runner): refresh shared coding harness runtimes (#13838) ... ## Thinking Path > - Paperclip runs agents through local adapters and the native runner. > - Both paths must use the same installed provider CLI. > - New models require current harness releases. > - The runner still pins Codex 0.153.4, Claude SDK 0.3.263, and OpenCode 1.18.29. > - Changing the image alone would fail the runner's exact version and executable checks. > - This pull request updates those dependencies, integrity checks, controller checks, and image pins together. > - Shared installations can then run the current models without a task-time download. ## Linked Issues or Issue Description Refs #13829, which updates model choices and reasoning controls. Searches found no open PR that updates these runtime pins. **Current behavior** The shared provider pack ships old CLIs. Claude Code 2.1.263 cannot run Opus 5.5, which requires 2.1.280. Remote controllers reject provider packs whose versions differ from their declared pins. **Proposed behavior** Use Codex 0.156.0, Claude Agent SDK 0.3.280 / Claude Code 2.1.280, and OpenCode 1.18.32 throughout the runner. Keep the reviewed ACP bridge patches and one shared CLI installation per provider. **Reason and benefit** Current harnesses support the new model IDs while preserving executable verification and remote provider-pack compatibility checks. ## What Changed - Update dependency overrides, the Codex ACP package patch, runtime profiles, and remote controller pins. - Verify the new Claude Linux x64 and macOS arm64/x64 executables and Codex Linux x64 executable against integrity-verified npm archives. - Refresh OpenCode version checks, fixtures, and the runner configuration label. - Refresh the eval image's Grok, Gemini, Kimi, Cursor, and GitHub CLI pins and archive hashes. Hermes remains current at 0.19.0. - Refresh the build-time lock digest from clean pnpm 9.15.4 resolution. Leave lockfile commits to repository automation. - Document model compatibility and the separation between CLI runtimes and patched ACP bridges. ## Verification - `pnpm -r typecheck` and `pnpm build` passed. - Rust workspace release tests passed. - Package/patch and OpenCode binary-materialization contract tests: 11 passed. - Real Codex 0.156.0 startup-ownership and paginated session-resume probes passed with isolated synthetic homes and no model turn. - Codex app-server `thread/start` preserved `gpt-6-sol` and `gpt-6-luna`; no `turn/start` was sent. An unauthenticated built-in catalog does not include those account-served entries. - Installed Claude integrity probes passed for `claude-opus-5-5` and `claude-fable-5-1`. - `pnpm --filter @paperclipai/paperclip-runner test:opencode:qualification` passed with the actual OpenCode 1.18.32 executable under Node 24 and Node 25. The loopback provider exercise covers health/version, session creation/read/delete, SSE, and a completed async prompt. - `pnpm check:token-gates` passed. - The targeted runner suite passed 130 tests. Three macOS failures in snapshot module lookup and OpenCode final-message selection also reproduce on the unchanged base; Linux CI will provide the platform check. - [Final Linux CI](https://github.com/paperclipai/paperclip/actions/runs/35798076399): all gates passed. Four jobs needed one retry after their CI workers received shutdown signals. The PR has 55 successful checks, two skipped checks, Greptile 5/5, and no unresolved review threads. - Changed runner configuration UI tests: 5 passed. - Full macOS `pnpm test:run` reached 13,094 passing server tests, 84 skipped, and 18 failures before the wrapper stopped. Failures involved skill-cache publication permissions, missing bundled connector skills in the worktree, and a conversation-reset timing case. The 10 cache permission failures reproduce on the unchanged base; both conversation-reset cases passed on a targeted retry. The wrapper did not reach its later workspace/serialized groups locally; Linux CI covers those groups. - The local Docker daemon did not respond, so no local Docker build was run. No billable model requests were made. ## Risks - Deploy the matching controller and provider pack together. Older controllers enforce their previous exact pins. - Current upstream CLIs can change behavior. Existing protocol tests and isolated real Codex probes cover the integration boundaries; authenticated model inference is not part of these checks. - ACP bridge package versions and executable digests stay unchanged because their executable bytes are unchanged. Only the underlying CLI/SDK dependencies move. - No schema migration. Revert the runtime and image pins together to roll back. ## Model Used OpenAI GPT-6 via Codex, with repository tools, code execution, and web research. The exact serving model ID and context window were not exposed by this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass for the changed surfaces and real-executable probes; full macOS-suite limitations are listed 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>	2026-09-22 17:02:29 -07:00
DottaandPaperclip	f447990d77	fix(claude): recognize ACP quota fallback errors (#13831) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Claude adapter reports failures to the recovery system. > - Recovery must distinguish account quota from other provider limits. > - The Claude ACP bridge has a default message for an account with no quota. > - The current classifier misses that message and returns `acpx_turn_failed`. > - This pull request recognizes that exact typed message and uses the existing quota wait. ## Linked Issues or Issue Description Refs #13651. This is a narrow follow-up to its typed quota classification. Related PRs #13549 and #10276 address broader quota classification and reset handling. This change covers the bridge's exact default quota message. **What happened?** A typed Claude ACP `limit` failure with the title `The Claude account has no available quota.` returns `acpx_turn_failed`. The recovery result has no quota label. **Expected behavior** Return `provider_quota`. Use the existing one-hour quota backoff when the provider gives no reset time. Keep context, turn, rate, and configured budget limits out of the quota path. **Steps to reproduce** 1. Use the local ACP fixture to return the exact title above with category `limit` and severity `error`. 2. Run the Claude adapter in oneshot or persistent mode. 3. Before this change, the new regression cases receive `acpx_turn_failed` instead of `provider_quota` on ACPX 0.12.0 and 0.13.1. **Paperclip version or commit** Reproduced on `a959e4750`. Rebased onto current `master` before submission. **Deployment mode** Local source checkout with isolated ACP child-process fixtures. No live provider calls or customer-stack changes. ## What Changed - Recognize the exact Claude bridge quota fallback only for typed `limit` failures. - Add real-process regression cases for both pinned ACPX versions and both session modes. - Verify that unrelated categories, positive quota wording, and historical generic limit errors do not imply quota exhaustion. - Document the fallback and its existing recovery backoff. ## Verification - Red/green reproduction: all four new fallback cases failed before the classifier change and passed afterward. - 108 targeted tests passed across Claude ACP, quota, parser, and server recovery suites. - Claude adapter typecheck and build passed. - Real-process tests verify that provider text stays out of results and logs. - Full local `pnpm -r typecheck` and `pnpm build` passed. - The full local `pnpm test:run` attempt stopped after embedded PostgreSQL could not load a missing library symlink. The dependency setup was repaired in the worktree. The isolated database test then passed. The complete test suites passed in GitHub CI. - All 54 latest-head checks passed on `3d4d4e65386c5b6023ba34e6a2abcd94cff9a9bc`. Two optional Storybook jobs were skipped. - Greptile: 5/5, with no inline review threads or requested changes. ## Risks - Low risk. An exact match is required inside an existing typed `limit` failure. - If upstream changes this wording, this fallback can stop matching. Existing quota-message detection remains in place. - No schema, credential, or permission changes. Historical generic errors remain ambiguous and are not reclassified. ## Model Used OpenAI Codex, GPT-6. The session identifies the model family as GPT-6 but does not expose a more specific model ID or context-window size. Used reasoning, repository inspection, code editing, and terminal test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-22 16:01:20 -05:00
Devin FoleyandPaperclip	83abfa46f6	feat(ui): enable Grok in Cloud agent setup (#13791) ... ## Thinking Path > - Paperclip manages AI agents and their execution settings. > - The new-agent flow selects an adapter before configuring credentials and a model. > - Cloud uses one adapter policy for the picker and direct setup links. > - That policy excludes Grok despite its existing adapter and xAI connection support. > - This change adds Grok to the Cloud policy. > - Cloud users can configure Grok with the existing subscription or API-key flow. ## Linked Issues or Issue Description **What existing behavior does this improve?** Agent creation on Cloud. **Current behavior** The Cloud picker offers Claude, Codex, and OpenCode. Direct Grok setup links also fail the shared adapter check. **Proposed behavior** Offer Grok alongside the existing choices. Use the existing xAI connection and managed sandbox setup. **Reason and benefit** Users can select an already-supported adapter through the Cloud creation flow. **Breaking changes** None. Loaded and enabled checks still apply. Other excluded adapters remain excluded. ## What Changed - Add `grok_local` to the shared Cloud creation policy. - Display four adapter choices in a 2×2 grid on desktop and mobile, and reuse the theme-aware provider mark on the connection step so Grok is visible in dark mode. - Verify picker navigation and both Grok authentication methods through sandbox setup, model testing, and agent creation. - Verify that probe and hire payloads carry the xAI connection binding without the entered API key. - Update the agent configuration specification. ## Verification - `cd ui && pnpm exec vitest run src/components/NewAgentDialog.test.tsx src/pages/NewAgent.test.tsx src/components/new-agent/AgentProviderConnection.test.tsx` — 69 tests passed. - Chromium checks against the production components and built stylesheet — four cards occupy two rows and two columns at 1280px and 390px; the connection step loads and displays the white Grok logo in dark mode and the black logo in light mode. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/ui build` — passed. - `pnpm check:token-gates` — passed. - `git diff origin/master...HEAD | gitleaks stdin --redact --no-banner` — no leaks found; manual diff review found no private identifiers or user data. - `pnpm -r typecheck` and `pnpm build` — blocked at the existing runner package because `cargo` is not installed locally. - `pnpm test:run` — started locally, then stopped after the equivalent CI suites passed. - Initial [PR CI](https://github.com/paperclipai/paperclip/actions/runs/35681351752) passed, including full typecheck/build, general and serialized tests, Rust checks, and all eight browser-test shards. One unchanged Cursor test timed out on the first attempt; its five-test file passed locally and the failed CI shard passed on retry. - The [latest CI run](https://github.com/paperclipai/paperclip/actions/runs/35683642812) passed build, typecheck, all general and serialized tests, Rust checks, and all eight browser-test shards. One unchanged local-service-supervisor test failed its HTTP readiness check on the first attempt; its six-test file passed locally, and the failed server shard passed on retry. - Live xAI login and model execution were not run; the setup tests mock provider calls. ## Risks Small UI policy change. The existing Grok adapter, authentication, and secret storage paths remain in use. No schema or control-plane change is required. Cloud must deploy a tenant-app release containing this change. Revert the policy entry to hide Grok from new-agent setup again. ## Model Used - OpenAI GPT-6 (Codex), with repository inspection, code editing, and shell-based 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>	2026-09-22 09:17:59 -07:00
DottaandPaperclip	da257c3069	Warn when routine webhook URLs may not be publicly reachable (#13684) ... ## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Routines can start that work when another app sends a webhook. > - Local and private URLs often cannot receive events from public services. > - HTTPS alone does not make a Tailscale address public. > - This pull request explains these limits during setup and editing. > - Users can still finish setup for senders on their own network. ## Linked Issues or Issue Description Refs #13637. Webhook setup needs a clear warning when the generated URL appears local, private, or unencrypted. The warning must explain how to make the endpoint reachable without blocking private-network use. ## What Changed - Add a shared warning banner to the Connect, Check connection, and Edit webhook views. - Distinguish localhost, private network addresses and domains, HTTP, and Tailscale hostnames. - Explain the difference between Tailscale Serve and Funnel. Link to the Paperclip HTTPS guide. - Add five full-page Storybook examples, design guide examples, and documentation. - Add URL classification tests and a regression test that finishes setup despite the warning. ## Verification - Passed 41 focused URL and trigger-flow tests. - Passed workspace typecheck, workspace build, token gates, and Storybook build. - Browser-tested the Tailscale story through Check connection, Finish setup, and Edit webhook. The warning stays visible and does not block setup. - Open Product / Routines / Webhooks stories 11–15 to review the warning states. - All 54 PR checks passed, including the full test matrix and eight browser shards; two optional Storybook jobs were skipped by workflow policy. - The server supervisor readiness test timed out once in CI, then passed on rerun and locally (6 tests). - The duplicate local full-suite run was stopped after the complete CI matrix passed. - Greptile: 5/5 on the current commit, with no unresolved review comments. ## Risks - URL checks are hints. They do not test DNS, firewall rules, or actual reachability. - A Tailscale hostname can serve either private Serve traffic or public Funnel traffic. The warning explains this uncertainty and permits both. - No API, schema, authentication, or webhook delivery behavior changes. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser testing. The exact deployment model ID and context window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [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>	2026-09-19 12:24:06 -05:00
DottaandPaperclip	f589660ec0	feat(routines): add safe webhook setup and in-routine run management (#13637) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Routines turn scheduled work and external events into tasks for an assigned agent. > - Webhook setup was disabled, and actor authentication rejected valid webhook bearer keys. > - Operators need to connect and test a sending app before events can start work. > - This pull request adds a guided setup with durable connection tests that cannot dispatch a task. > - It keeps trigger management, execution tasks, and activity within the routine. > - The benefit is a webhook that can be configured, verified, and operated from one place. ## Linked Issues or Issue Description Fixes #11937. Related: #13216 adds provider-specific Sentry support. This PR addresses general routine setup and ingress. #6841 addresses legacy secret bindings; this PR retains the existing secret service. **Current behavior** Webhook creation is disabled. Bearer deliveries can fail in agent authentication before the routine checks its key. Setup has no safe connection test. Runs and Activity send the operator away from the routine. **Proposed behavior** Choose a schedule or a webhook. Follow the setup steps, copy credentials or complete agent instructions, and test delivery without creating work. Finish setup to allow future events to start tasks. Edit or remove compact trigger cards, undo removal, and inspect tasks and activity inside the routine. **Reason and benefit** An operator can verify credentials and delivery before enabling automatic work. Durable setup state survives refreshes and restarts. Retry receipts prevent an old test event from starting work after activation. ## What Changed - Add a production trigger wizard using reusable Slack setup navigation and footer components. - Add schedule and webhook choices, one-time credentials, agent instructions, and live connection feedback. - Persist pending setup, test delivery receipts, connection status, and reversible trigger removal. - Keep setup checks free of routine runs, tasks, and agent wakeups. Preserve delivery idempotency after activation. - Add compact trigger cards, inline editing, key rotation, pause controls, removal, and Undo. - Keep Runs and Activity in the routine. Use the shared task list and compact activity rows. - Permit only exact public delivery POSTs through actor authentication. Retain webhook authentication, JSON-object validation, and log redaction. - Add production-backed Storybook states and focused server, database, and UI coverage. - Document signing modes, setup checks, retries, rotation, HTTPS ingress, and navigation. ## Verification - Full workspace typecheck, build, and token gates passed on the rebased branch. Storybook also builds. - Focused routine, middleware, logging, shared wizard, and UI coverage passes on the rebased branch: 195 tests across 14 files. The migration passed on a fresh PostgreSQL database and on two repeated applications. - Browser testing used the real app, database, and a deterministic process worker through Tailscale HTTPS and the current Cloud proxy code. - Verified rejected keys, safe setup deliveries, persisted state after restart, activation, retry deduplication, key rotation, schedule editing, removal, and Undo. - Fresh bearer and GitHub-signed deliveries created tasks that the worker checked out and completed. Runs and Activity stayed within the routine. - Current Cloud ingress tests passed. Public delivery POSTs passed through without a browser session; management routes remained gated. - All 54 current-head PR checks pass, including general and serialized tests, all eight browser E2E shards, typecheck, build, runner checks, security checks, and the canary dry run. Two optional Storybook jobs are skipped by workflow conditions. - Greptile is 5/5 on commit `7ea63a61e`, with no unresolved review threads. The stale connection-status finding is fixed and covered by a regression test. - No production deployment was performed. ## Risks - Migration 0281 adds three trigger columns and a test-receipt table. It is additive and safe to reapply. Apply it before running the new server. Existing triggers remain live by default. - Requests without delivery IDs are new events after activation. Senders must reuse an event's delivery ID for retries. - Completed webhooks keep normal dispatch behavior. Their management connection check can start work; the UI states this. - Removing a trigger archives it. Undo restores the URL and credentials. Permanent deletion remains available through the existing API. - Public ingress must remain restricted to the delivery POST route. The tenant verifies credentials. Cloud sleeping-stack behavior is unchanged. - Shared setup components also serve Slack. Existing setup contracts and navigation tests cover that integration. - Senders must use application/json with an object. Other media types receive 415. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser testing. The exact deployment model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [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>	2026-09-19 10:49:05 -05:00
DottaandPaperclip	20d26117c9	fix(chat): use the claimed Cloud origin for connector URLs (#13680) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors publish callback URLs and links to the board. > - Cloud can assign a warm instance its final origin after the server starts. > - The signed runtime identity already tracks that change. > - The chat service kept a copy of the startup origin and continued to publish it. > - This pull request resolves the trusted origin when it creates each URL. > - New connector setup uses the claimed hostname without a server restart. ## Linked Issues or Issue Description **What happened?** Chat setup in a claimed warm instance used its old pool hostname in provider callbacks. Account confirmation and task links could also use the old hostname. **Expected behavior** Chat URLs follow the signed canonical origin after the claim. An explicit webhook ingress override still applies only to provider callbacks. Self-hosted URL precedence stays the same. **Steps to reproduce** 1. Construct the chat service with a pool origin. 2. Apply the Cloud claim without restarting the service. 3. Open Slack setup or create an account-linking intent. 4. Observe the startup hostname in the returned URL. **Paperclip version or commit** Reproduced on master at `9335b7db1`. **Deployment mode** Paperclip Cloud warm-instance claim. Related: #12766 introduced the signed canonical runtime identity. ## What Changed - Resolve the signed Cloud origin when building chat setup, account confirmation, and task URLs. - Use the same callback origin for Telegram registration and GitHub webhook recovery. - Preserve explicit webhook ingress and self-hosted configuration precedence. - Add regression coverage for existing and new endpoints across Slack, GitHub, Teams, and Telegram. - Document the origin precedence and the need to update callbacks already saved at a provider. ## Verification - Reproduced both new regression cases against the original code. - Full chat integration and signed Cloud identity suites: 1,015 tests passed after the production-code correction. - Five origin and ingress cases passed after review additions, including Telegram registration and GitHub webhook repair after a live claim. - Focused origin, ingress, callback, task-link safety, and tenant-isolation checks: 67 passed. - `pnpm -r typecheck` and `pnpm build` passed. Server typecheck and compilation passed again after the task-link validation correction. - A broad local `pnpm test:run` started before the correction was stopped after the final-commit CI suite passed. It is not counted as a passing local run. - Final-commit CI: 54 successful checks; two optional Storybook checks skipped. Greptile: 5/5 with all review threads resolved. - No live deployment or Slack app mutation was performed. ## Risks - Cloud chat URLs now follow the signed runtime identity. Request host headers cannot set this value. - An explicit webhook ingress override still takes precedence for callbacks. - Existing Slack app settings are external state. Operators must replace an old callback URL in Slack. - This change does not deploy the app or change gateway ingress policy. No schema migration is required. ## Model Used OpenAI Codex (GPT-6), with repository search, code execution, and automated tests. The exact model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-19 09:41:40 -05:00
3 people	3ff3b34e15	Return safe client errors for malformed JSON requests (#13660) ... Malformed JSON requests currently reach generic crash handling and return 500 before any route handler runs. Classify the specific Express parser error as a 400 with a constant response, preserving unrelated server error reporting. Carry forward the original three commits from #7410, preserve contributor credit, and add request privacy and negative regression checks. Document the API response. Fixes #7390. Validation: 80 focused tests, direct server typecheck, and complete Linux CI passed. Greptile 5/5. Full local typecheck/build require missing Rust tooling; local test environment failures are documented in the PR. Co-Authored-By: developers-universe-1 <madelynreyes2026@gmail.com> Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-18 22:12:51 -07:00
Devin FoleyandPaperclip	d54b750111	Preserve Claude ACP quota classification and reset time (#13651) ... Typed Claude ACP quota failures lost their recovery classification and reset time when the runtime reduced provider metadata to a generic category error. Inspect terminal metadata in memory and retain only safe recovery labels and a parsed reset timestamp. Preserve the existing handling of other limits. Verified real child processes on both pinned ACPX runtimes, adapter and server recovery regressions, all PR CI gates, and Greptile 5/5. Also isolate a pre-existing chat regression from unrelated fixtures’ retry work. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-18 19:42:28 -07:00
DottaandPaperclip	11921075a4	Add first-task onboarding skill and Runner E2E coverage (#13517) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The first task helps a new user define and approve useful work. > - That workflow needs reusable instructions and tests against the production experience. > - Native Codex and Claude must load the assigned skill, including after resume. > - Maintainers need recorded conversations and precise failed checks to judge regressions. > - This pull request adds the first-task skill and a suite in the shared Runner E2E harness. > - It keeps behavior results separate from informational quality scores and incomplete recordings. ## Linked Issues or Issue Description **What existing behavior does this improve?** The first onboarding task and the Runner E2E report used to review it. **Current behavior** Onboarding embeds its policy in a hidden brief. Native Codex drops the skill-instructions setting at the Rust boundary. The shared E2E harness has no onboarding suite or full conversation view. **Proposed behavior** Assign and invoke `/first-task` for the onboarding task. Send selected Codex skills as structured protocol inputs. Run twelve scenarios across legacy Codex, legacy Claude, native Codex, and native ACPX Claude. Include all 48 cells in full campaigns. Show recorded chat, question and approval cards, exact checks, instructions, and billing in the shared dashboard. **Reason and benefit** Measure the real onboarding experience before changing prompts. Distinguish infrastructure failures, behavior failures, and unexercised journey steps. **Breaking changes** No database migration or production API change. First-task instructions now live in an assigned skill. The user-edited persona is preserved; the skill includes the maintainer-approved proposal-mode mapping and saved-plan requirement. Related: #11043 is earlier onboarding work. #13422 already fixes native Claude model pinning, context delivery, and read permissions on master; this branch includes those fixes through its base. The new Claude recovery test supplements them. ## What Changed - Extract and assign the first-task skill while retaining the production greeting and opening question. - Carry the Codex skill-instructions flag through thread start and resume. Resolve explicit task skill references only against assigned skills and send native skill inputs. - Invoke an unambiguously selected assigned skill through Claude ACPX’s native slash-command parser on initial and resumed turns, retaining the entire task/wake envelope as its argument. Do not carry that invocation into ordinary tasks. - Restore the saved single-task proposal modes: confirmation card, or saved plan with revision-targeted checkbox approval. Explicit plan requests also require a saved plan. - Add first-response and complete-journey cases with fixed user facts, acceptance checkpoints, durable outcome checks, and accounting for child runs. - Fail the eval when choice questions have fewer than two real options. Recognize planning documents without treating them as completed work. - Add optional, bounded quality judging as explicit post-processing. - Render full conversations and static interaction cards in the shared report. Conversations start folded. Show original and regraded results and incomplete journeys distinctly. - Keep credential-persistence scanning outside the first-task behavioral suite; retain public evidence redaction. - Refresh generated capability references after the API-reference edits. - Correct shared native question guidance and tool schemas: choices need at least two meaningful options; open-ended questions use canonical text fields with the required compatibility payload. Verify both formats through real tool-authority persistence. - Disable announcements automatically for every isolated Runner E2E process and label the gallery environment/provider/target explicitly. - Remove CI races in the GitHub connection browser test and native session recovery test by waiting for the actual async work before asserting its results. ## Verification - `pnpm exec vitest run server/src/services/onboarding-first-task-assets.test.ts server/src/__tests__/issue-onboarding-first-task-routes.test.ts`: 19 passed. - `pnpm --dir packages/paperclip-runner exec vitest run src/drivers/acpx/runtime-host.test.ts src/drivers/acpx/native-skill-prompt.test.ts src/cli/acpx-runtime-sidecar.test.ts`: 70 passed. Native command forwarding and the 1 MiB input boundary both failed before their fixes and passed afterward. Coverage includes changed skills on reopen, approval context, and an ordinary subsequent task. - Runner E2E unit suite: 306 passed. Harness typecheck passed. The 64 first-task fixture and grader tests also pass. - Full repository typecheck and build passed locally. Server typecheck and Runner build passed again after the native-command change. - Full GitHub Actions CI passed on `23e56447b`: all server/workspace/browser shards, Runner verification, typecheck/release registry, build, canary, policy, and Docker checks. Greptile reviewed this exact head at 5/5 with no unresolved threads. The earlier broad local run had database startup/timing failures that passed isolated retries; the complete remote suite is green. - Merge verification against current master: 312 harness tests and 13 native recovery tests passed. Regenerated semantic contracts and fixture hashes pass their consistency check. Full local typecheck and build also passed on the stacked queue branch. After merging the latest master and preserving the GitHub setup timing regression in the split browser suite, both focused GitHub browser tests passed. Three CI timing/startup flakes passed local verification and one remote retry; all latest-head checks are green. - Real pinned Claude SDK and Claude ACP JSON-RPC probes against a local mock API confirmed that `/skill-name` expands the assigned skill body before the model request and retains the task arguments. A prose mention does not. The probes made no paid model calls. The ACP probe used the current first-task skill body and retained the wake arguments. - [Full 48-case campaign and report](https://pages.paperclip.ing/runner-e2e-first-task-35053063880/): 44 passed after three interrupted Codex cases completed in targeted reruns. Original results, regrades, and all 51 executions remain in the report provenance. - [Claude campaign after the shared-question fix](https://pages.paperclip.ing/runner-e2e-first-task-claude-35099525201/): 10/12 passed with zero single-option failures. All 12 recorded the current assigned skill and corrected guidance. The failures exposed skipped skill invocation and a missing saved plan. This PR adds native command invocation and explicit saved-plan instructions; the subsequent report below still shows behavior failures. - [Fresh 12-case Claude report](https://pages.paperclip.ing/runner-e2e-first-task-claude-35102737804/) at `78452129e`: 10/12 pass after correcting two false proposal-matcher failures. The recordings said “Here is the task I will create and run/complete” in approval cards; the old matcher missed that word order. Regression tests failed before the fix and pass after it. Original results and offline regrade provenance remain linked. No agent rerun was needed. Zero single-option-question failures; two behavior failures remain: direct work before acceptance on a plain first message, and an explicit plan request without a saved plan. Neither check was relaxed. The follow-up `82087ac7e` fixes command-prefix size accounting; `94aefb1f3` fixes only that proposal matcher. - Report browser checks confirm folded conversations, rendered cards, explicit Local/Daytona labels, and no page errors. The published-object audit scanned 1,306 text files across 2,154 objects with no credential-format findings or prohibited files. Image pixels and unknown token formats are outside that scan. ## Risks - Model behavior is nondeterministic. One campaign is evidence, not a guarantee. The two remaining Claude behavior failures are visible in the report and require further product work; this PR does not claim all onboarding scenarios pass. - The suite checks persisted Paperclip effects. It cannot prove the absence of arbitrary external effects. - Historical recordings can miss later journey steps. These remain incomplete, never passes. - Native profiles switch runtime after the production onboarding wizard because it does not yet expose a native option. - Quality scores are informational and cannot override behavioral failures. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository tools, and code execution. The exact deployed model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-16 14:24:32 -05:00
DottaandPaperclip	e9828f8bf4	fix: reuse saved model connections during agent setup (#13161) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent setup connects each agent to a model provider. > - The organization can already hold subscription logins and API keys. > - The simplified setup flow did not consistently offer those saved credentials. > - This pull request restores reuse and selects a saved connection by default. > - Agents keep secret references, so reuse does not copy or rotate credentials. ## Linked Issues or Issue Description Related change: #13011. Searched public issues and PRs; no duplicate fix found. **What happened?** Onboarding and new-agent setup could ask for a new API key or sign-in despite an existing saved connection. A general environment auth signal could also be mistaken for the owner's saved Claude subscription. **Expected behavior** Offer saved credentials from the selected organization. Default to a saved subscription when one exists. Otherwise select a saved API key. Keep the option to enter a new key or sign in to another account. **Steps to reproduce** 1. Save a Claude or OpenAI API key, or complete a supported subscription login. 2. Add another agent with the same provider. 3. Open the provider connection step. 4. Check whether the saved credential is available and selected. **Paperclip version or commit** Reproduced on 5cb4f061d after #13011. This branch is rebased onto current master. **Deployment mode** Built from source. Tested in an isolated local test drive with embedded storage and board access. ## What Changed - Add a shared saved-credential lookup and picker for active personal and organization keys. - Reuse saved Claude subscriptions and saved Codex account homes. Select an existing connection by default. - Preserve secret references through connection tests and agent creation, including the native Claude and Codex runner setup paths. - Store newly entered onboarding keys separately. Do not rotate another agent's key. - Keep explicit choices during metadata refresh. Prevent refreshes from remounting an active login panel. - Add integration tests and production-component Storybook stories. Document connection reuse. ## Verification - All 5,628 UI tests passed before rebase. - Twenty targeted server credential tests passed. - UI typecheck, UI build, token gates, and diff whitespace checks passed. - Browser walkthroughs covered onboarding and new-agent setup, saved keys, saved subscription fixtures, and new sign-in screens. - Live Claude and Codex API-key probes succeeded. Created both agents and confirmed that each retained its saved-secret reference. Both secret versions remained unchanged. Codex passed after one retry. - Live subscription authentication was not repeated. Subscription flows use fixture browser tests and integration tests. - After rebase and the cache fix, all 109 focused onboarding and agent-creation tests passed. - Full repository `pnpm build` and `pnpm -r typecheck` passed. - The full local test attempt encountered timeouts and embedded PostgreSQL startup failures under parallel load. All four affected suites passed in isolation: 20 tests, with no code changes. The complete CI matrix passed, including all workspace, general server, serialized server, browser end-to-end, build, typecheck, and canary dry-run checks. - Greptile reviewed commit d53ddf6b82: 5/5, successful check, no review threads. ## Risks - The default connection mode changes when saved credentials exist. A saved subscription takes priority over saved API keys; personal keys appear before organization keys. - A listed credential can be expired or unavailable in the selected environment. The existing connection test still checks it. - No database migration or API contract change is required. ## Model Used OpenAI Codex, GPT-6. The exact runtime model identifier and context-window size are not exposed in this session. Used reasoning, code execution, repository tools, and browser automation. ## 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>	2026-09-10 12:57:53 -05:00
DottaandPaperclip	889947c238	feat: add experimental native chat connectors (#13038) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## 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>	2026-09-10 10:06:45 -05:00
DottaandPaperclip	2991a59b17	fix(adapters): prevent engine fallback and preserve usable runtime defaults (#13105) ... ## Thinking Path > - Paperclip manages agents that must write work and report task outcomes through its API. > - Local adapters select an execution engine and its permission settings. > - A higher ACP Node requirement can make an unchanged installation lose access to its default engine. > - The adapter then silently selects CLI, which can change permissions and block API access. > - This pull request keeps the engine choice fixed and reports missing prerequisites before work starts. > - It also gives explicit Codex CLI runs usable defaults and keeps managed services on a supported Node runtime. ## Linked Issues or Issue Description Refs #12215. Related changes: #11792 raised the Node requirement; #13094 addressed separate runner networking behavior. This change fixes the engine-selection and managed-launcher paths. **What happened?** An unchanged agent could switch from ACP to CLI after an upgrade. Codex CLI then used read-only permissions with networking disabled. The run could finish without updating its task. Repeated recovery attempts used the same unavailable setup. Managed updates also skipped the Node check and did not refresh old launchers. **Expected behavior** An unavailable engine must fail with a clear setup error. It must not silently select another engine. Explicit CLI runs must be able to write workspace files and call the API unless the operator configures stricter settings. Managed updates must validate Node and keep child tools on that runtime. **Steps to reproduce** 1. Run an ACP-default agent under Node 22 after the ACP minimum rises to 24.11. 2. Leave the engine unset and disable the approval/sandbox bypass. 3. Observe the old adapter select CLI and fail to write task disposition through the API. 4. Start a managed service with an old launcher and a supervisor PATH that selects a different Node for child tools. ## What Changed - Remove automatic engine fallback for Codex, Claude, Gemini, and Kimi. Check prerequisites for default and explicit ACP selections. - Return a configuration error with proof that provider work did not start. Stop automatic continuation retries for this error. - Enable Codex ACP workspace networking at the actual turn boundary. Upstream mode presets otherwise force it off even when config.toml enables it. Preserve explicit network denial and read-only mode. - Set workspace-write and network access defaults for explicit Codex CLI runs. Preserve explicit sandbox modes, profiles, and network restrictions. - Pin the validated Node directory in managed launcher PATH. Refresh legacy launchers during installs and npm/Git updates. - Reject updates on unsupported Node. Keep update checks, dry runs, and rollback available. - Synchronize the qualified Codex ACP executable identity across server, TypeScript runner, Rust runner, and provider-pack launch paths. - Add regression tests and update engine and installation documentation. ## Verification - [Full CI passed on the final head](https://github.com/paperclipai/paperclip/actions/runs/34387099695): typecheck, build/native runner verification, all general and serialized test shards, all browser shards, release registry, canary dry run, and policy checks. - Greptile: 5/5 on `2c1d6e2815830a5cd39e36c8a082cc0c4441b6c0`, with no unresolved review findings. Security gates are green. - Full workspace typecheck and build also passed locally. The final deployed Linux build passed. - Full Codex, Claude, Gemini, and Kimi source test suites: 804 passed, 2 skipped. Installer, updater, and launcher tests: 47 passed. Installed ACP turn-boundary tests: 3 passed. ACP packaging tests: 14 passed. Focused recovery classification tests also passed. - Real Linux Codex CLI runs, both fresh and resumed, wrote a workspace file and reached the control-plane health API with the new defaults. - Explicit read-only and network-disabled control probes retained those restrictions. - A real ACP run on the final deployed Linux build wrote a file and reached the control-plane API with HTTP 200, without engine fallback. The same probe failed DNS before the turn-policy patch. - Executable-identity and installed-policy contracts: 12 passed. Affected native server tests: 197 passed. Runner factory tests: 21 passed. Rust qualification and native provider integration tests: 11 passed. - Deployed the production changes to a Linux service on Node 24.20 after a verified database backup. Health, bootstrap readiness, static UI, executable/cwd identity, and guarded restart checks passed. The restart lost no runs. - Corrected stale Kimi skill-default and Gemini remote-archive fixtures; both suites pass. ## Risks - Default or legacy auto engine settings now fail when ACP is unavailable. Operators who intend to use CLI must select it explicitly. - Codex CLI now permits workspace writes and networking by default, and ACP workspace-write turns permit networking by default. Explicit operator sandbox settings remain authoritative. - Old managed launchers keep their pinned Node until they are reinstalled under a supported runtime. An old updater cannot repair itself; the documentation gives the current installer command. - Custom service wrappers and global/source installations must configure their runtime PATH. No database migration is required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository inspection, shell execution, and test tools. The exact serving model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-09 13:27:24 -05:00
3 people	5acf56658b	feat(onboarding): first task opens as a chat with a chief of staff (#13068) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Onboarding ends by handing a new user to their first agent on a seeded first task > - Today the wizard asks for a mission up front, the UI composes what the agent is told, and the agent starts running before the user says anything > - New users get a cold, ticket-shaped start, and nobody can edit the agent's brief or persona without a code change > - This pull request makes the first task a short chat: a four-step wizard, a chief-of-staff persona, a greeting plus a two-option opening card, server-owned markdown texts, and no run until the user answers > - It also gives question cards one consistent action row (Cancel / Skip / Next), makes agent hires idempotent within a run, and turns the Paperclip Runner flag on by default for self-hosted instances > - The benefit is a first run the user steers, with texts a board operator can edit as markdown ## Linked Issues or Issue Description No public GitHub issue exists for this change. The feature request fields follow. Related PRs and issues: - Refs #11043 — an earlier draft of the first-task onboarding experience. This PR supersedes it. - Refs #11280 — a report about the onboarding first-task route test. This PR extends that test file. ### Subsystem affected Onboarding wizard, the seeded first task and its texts, task-chat question cards, agent hiring, and the instance experimental settings. ### Problem or motivation The onboarding wizard collects a mission through two extra steps and a questionnaire. The UI then composes the first agent's instructions and the first task description from those answers. The first task wakes the agent at once, so the agent runs and posts before the user types a word. Board operators cannot change the greeting, the brief, or the persona without editing TypeScript. Question cards in chat behave differently per adapter, and a single-select pick submits on click. A misread hire response could create a duplicate agent that the creating agent cannot remove. ### Proposed solution Reduce the wizard to four steps and stop the UI from authoring agent texts. Move the greeting, the brief, the chief-of-staff persona, and the opening question into markdown and JSON files that the server loads at runtime. Seed the persona onto the first agent through an explicit hire marker. Do not wake the first task until the user answers the opening card or types. Give every question card the same Cancel / Skip / Next actions. Add an experimental toggle that switches the single-task proposal between one confirmation card and a plan document with a checkbox card. Make agent hires idempotent within a run. ### Alternatives considered - Keep the mission questionnaire and feed it into the brief. Rejected: the agent asks better questions in chat, and the wizard gets shorter. - Keep the first task open-ended with a plain composer. Rejected: a two-option card gives the user a clear first move. - Derive the plan-document behaviour from the user's intent only. Rejected in favour of an explicit experimental toggle so operators can choose. - Key the "pick does not submit" behaviour off the presence of a submit label. Rejected: several adapters set a submit label on single-select cards, and their cards would change behaviour. ### Roadmap alignment `ROADMAP.md` lists no planned core work on onboarding or the first task. This change refines the existing flow and does not duplicate planned work. ## What Changed - Wizard: four steps (Name your organization, Create your first agent, Connect a model, Review). The front door and both mission steps are removed with their state and saved-progress keys. The UI no longer composes the first agent's instructions or the first task description. - Server-owned texts: the greeting, the brief with two proposal variants, the chief-of-staff persona, the opening question, and a README live in `server/src/onboarding-assets/first-task/` and load at runtime. The create route stores the assembled brief and ignores any client description. - Persona seed: an `onboardingFirstAgent` marker on the hire lets the server seed the chief-of-staff persona over the first agent's entry file. Board-authored hires only. The persona tells the agent the hire response shape and to list agents before it acts on an unclear result. - No auto-run: the first task does not queue an assignment wake. The stranded-assignment reconciler leaves it idle until a user comment or an answered card exists. - Opening card: the server seeds an `ask_user_questions` card right after the greeting with two options: "Interview me and propose a plan and an agent team to execute it." and "I have a task in mind" with free text. Answering wakes the agent. - Experimental toggle `enableFirstTaskPlanProposal` (default off): the single-task proposal is one confirmation card, or a plan document plus a checkbox card when on. - Question cards: every `ask_user_questions` card renders Cancel, Skip, and Next (the submit label on the last question). Skip hides on required questions. Picking an option no longer advances or submits by itself. - Wizard guards: the dashboard's agentless offer ignores a cached empty agent list while a refetch is in flight. The hire step adopts an agent that already carries the typed name instead of hiring "Name 2". - Agent hires are idempotent within a run: a retry of the identical request under the same run id returns the existing agent with `200` and `idempotent: true`. The fingerprint covers the whole validated request, so a corrected payload is a new hire. Lookup, create, and activity record run under one lock per company and run, so overlapping retries cannot both create. - The Paperclip Runner experimental flag defaults to on for self-hosted instances. Cloud keeps its declared default: a managed instance whose tenant row and managed overlay omit the flag resolves it to off. - Question cards: a send that finds an earlier required answer missing returns to that question with a message instead of failing silently. - The two onboarding e2e specs follow the new wizard: the front door and growth intake shots are gone, and the planning-mode spec dismisses the opening card before it reads the composer. - Docs: `docs/board-operator/editing-first-task-texts.md` explains how to edit the texts and the toggle. ## Verification Commands, run from the repo root: ``` pnpm -r --filter './packages/*' --filter '!@paperclipai/paperclip-runner' build pnpm --filter ./packages/shared typecheck pnpm --filter ./ui typecheck pnpm --filter ./server exec tsc --noEmit pnpm check:token-gates pnpm --filter ./ui exec vitest run OnboardingWizard onboarding QuestionForm InteractionCard ProtocolCard TaskChatComposer Dashboard feature PAPERCLIP_IN_WORKTREE=false pnpm --filter ./server exec vitest run onboarding-first-task heartbeat-process-recovery agent-hire-idempotency instance-settings agent-skills-routes issue-onboarding onboarding-greeting --testTimeout=90000 ``` Results on this branch: - Typecheck is clean for shared, ui, and server. - Token gates: 4 of 4 clean. - UI: 344 tests pass across 23 files. - Server: all suites pass. The first test in `agent-skills-routes` has its own 10 s cap and needs about 15 s on my laptop for the app cold start. It passes with a longer cap. This PR does not change that cap. Manual steps on a dev instance: 1. Open `/onboarding`. Confirm four steps: Name your organization, Create your first agent, Connect a model, Review. 2. Finish the wizard. Confirm the first task shows the chief-of-staff greeting and the opening card with two options. Confirm no run starts. 3. Pick "Interview me…". Confirm no run starts. Press Continue. Confirm a run starts and an interview card of 3–4 questions arrives. 4. On a fresh organization, pick "I have a task in mind", type a task, and press Continue. Confirm a proposal arrives as one confirmation card. 5. Turn on Settings → Experimental → "First task: propose with a plan document" and repeat step 4. Confirm a plan document and a checkbox card arrive. 6. Visit the dashboard after the hire. Confirm the wizard does not reopen and one agent exists. 7. Open any question card. Confirm Cancel returns the plain composer with the card still pending, Skip advances an optional question, and Next moves to the next question. Design reference with flow diagrams, chat mock-ups, and live captures: https://pages.paperclip.ing/first-task-flow/proposed/ ## Risks - `pnpm dev` now builds the runner daemon because the Paperclip Runner flag is on by default. Developers without a Rust toolchain must set `PAPERCLIP_RUNNER_BINARY` or turn the flag off. Self-hosted instances that never set the flag now let qualified agents use the runner. - The wizard drops the mission steps and their saved-progress keys. A user who is mid-wizard on an older build restarts at step 1 after an upgrade. Existing organizations are not touched. - The first task no longer runs on its own. A user who neither answers the card nor types sees no agent activity. This is intended. - The persona seed applies only to hires that carry the marker from the wizard. API hires are unchanged. - Hire idempotency is scoped to one run id and to the exact request. Retries across runs, or with a changed payload, still create a second agent. The lock is per server process, which matches how an instance serves its API. - Single-select question cards no longer submit on pick. Users of adapters that relied on that behaviour now press Next. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude (Anthropic) through Claude Code. `claude-fable-5-1` with extended thinking, tool use, and code execution wrote most commits. `claude-opus-4-8` wrote the toggle, texts, wizard, and idempotency commits, as the `Co-Authored-By` trailers show. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-09-08 20:19:14 -07:00
DottaandPaperclip	5128b4f323	fix(claude): default unset models to Opus 5 (#13055) ... Resolve unset Claude models to Opus 5 across CLI and ACP execution, preserve explicit and provider-specific overrides, and show the default in agent configuration. Verified 212 focused tests after merging master, UI typecheck and token gates, and all CI checks. Greptile reviewed the final head at 5/5. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-08 15:13:27 -05:00
DottaandPaperclip	ebaeba40ee	feat: simplify agent onboarding and configuration (#13011) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators create agents and configure their runtimes in the board UI. > - The old creation flow presents several choices and a large form before an agent can start. > - The existing onboarding controls already provide clear provider connection steps. > - This pull request uses those controls in a new-agent wizard and organizes the full configuration pages. > - Operators can connect, test, save, and assign a first task while keeping the existing configuration tools. ## Linked Issues or Issue Description Related: #10974. That earlier open PR also reorganizes agent configuration. This PR follows the reviewed Storybook designs for agent creation and the current configuration tabs. **What existing behavior does this improve?** Agent creation, provider connection, runtime tests, and full agent configuration. **Current behavior** The creation dialog leads to a large manual configuration form. Provider login controls differ from onboarding. Environment variables and secret access appear in separate places. **Proposed behavior** Choose a name and adapter. Connect Claude or Codex through the existing onboarding controls. Configure and test the runtime, save the agent, and open a task dialog with that agent assigned. Use the same design on the existing configuration tabs. **Reason and benefit** The first setup asks for fewer decisions. The full editor keeps instructions, skills, runtime controls, secret access, permissions, keys, and revisions available in clear sections. **Breaking changes** The board creation and configuration layouts change. The test-environment API adds an optional, allowlisted `testCredentials` field for one-shot probes. Database contracts stay the same. Native ACPX tests now reject unsupported local platforms before a CLI login can mask the runtime restriction. ## What Changed - Added a new-agent wizard with numbered steps, adapter branding, provider connections, editable model choices, runtime tests, and confirmation. - Added Codex app-server, Claude ACPX, and OpenCode runner choices. - Stored API credentials through existing secret APIs and persisted references in agent configuration. New setup keys are isolated from credentials used by existing agents. - Preserved external-agent invitations beside the wizard, including optional messages, one-time prompts, and clipboard fallback. - Added OpenRouter provider and secret bindings for Pi and OpenCode. - Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi, and Hermes. Cursor Cloud keys are saved as new organization secrets. - Fixed Cursor Cloud repository field mapping, omitted empty remote environment values, and added useful model and repository error messages. - Preserved complete MCP assignments when multiple valid profiles contain more than 250 tools in total. Generated profiles retain exact tool selectors. - Added service branding and deployment-aware adapter choices. Cloud setup offers Claude, Codex, and OpenCode; local native runners require the experimental setting. - Made the agent list responsive at intermediate widths. - Applied the reviewed design to the real agent configuration pages. Kept the instruction editor, skills, and existing mutations. - Combined secret access and environment variables under one Save and Discard action. - Added interactive Storybook screens for setup, configuration, confirmation, authentication, and test results. - Fixed Pi provider-error parsing and thinking-effort persistence. Native ACPX validates Linux x64 on the actual local, SSH, or sandbox target. - Redacted the complete transient probe-credential field from HTTP error logs, including rejected provider names. ## Verification - Current head `df0292fe6` has a fresh Greptile 5/5 review with no unresolved findings. All 31 executed CI checks passed, including the aggregate verification gate and all browser E2E shards. Storybook visual regression is skipped by its workflow; the local Storybook build passed. - Browser tests completed real assigned tasks with direct Codex, Claude, OpenCode, Pi, and native Codex. - Verified external-agent invitation generation and automatic prompt copying in the live browser. - Pi and OpenCode used an existing OpenRouter secret. Browser checks covered save and reload, instruction edits, skill selection, environment-variable Save and Discard, and assigned task creation. - Invalid Claude API credentials remained on the connection step with an error. A live Pi/OpenRouter invalid-key probe returned a provider failure and left the user-secret inventory unchanged (zero entries before and after). - Full workspace typecheck and build passed after rebasing onto current master. After review fixes, server and UI typechecks, token gates, and the full build passed again. Storybook built successfully. - All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter regressions passed all 24 tests. Review regressions passed 69 server tests and all 18 agent-list tests. - The local full test command ran 6,971 general server tests successfully. Editing review fixes during that long run caused nine tests to use stale modules; fresh isolated runs passed. An unrelated embedded-Postgres fixture hit the host shared-memory limit; its 15 affected tests passed when the fixture groups ran separately. - Local workspace groups passed after rerunning 18 CLI tests sequentially to avoid host database limits and parallel-load timeouts. The local full command stopped at the general server phase, so serialized server verification comes from the five passing CI shards. - Browser testing at 390px confirmed that the agent action menu opens and the page has no horizontal overflow. CI browser E2E shards passed. - Review the `Onboarding / New agent` and `Agents / Configuration refresh` Storybook groups. In the real app, create an agent, run its connection test, save it, assign a task, and reload its configuration. ## Risks - This changes the main agent setup and configuration UI. Regression tests cover routing, persistence, secret bindings, and form actions. - Native Claude ACPX requires Linux x64. Direct Claude works on macOS. Remote checks execute a bounded platform probe and reject unsupported or unverified targets. - A native OpenCode task reached the provider context limit because of its tool payload. Its provider connection test passed. Direct OpenCode completed a task. This existing native execution limit is not fixed here. - Claude and Codex connection keys use the existing user-secret store. Other runtime setup keys use distinct organization secrets. Existing credentials are never rotated. Probes do not store entered keys. Failed agent creation removes newly staged credentials. - Cursor Cloud has not completed a live task. Its authenticated account still needs GitHub repository access. The live run passed MCP provisioning, remote environment validation, and explicit Auto model selection before the repository prerequisite blocked execution. - Generated runtime MCP profiles can exceed the public profile-edit request limit. They still contain exact catalog selectors and preserve permission boundaries. - No database migration, dependency, lockfile, or workflow changes are included. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser automation. The runtime did not expose the exact model ID or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-08 14:22:32 -05:00
DottaandPaperclip	be6bb768b1	fix(ui): restrict company navigation to accessible memberships (#13039) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board selects a company before it loads that company's inbox and tasks. > - Instance administrators can list companies where they have no membership. > - The board treated that directory as a list of companies the user could enter. > - This pull request gives navigation a list based on the existing company access check. > - Users can select their companies without landing on an inbox that rejects their access. ## Linked Issues or Issue Description Fixes #6090. Refs #4855 for the related account-recovery case; this PR does not grant company membership. **What happened?** An instance administrator can select a company where they have no membership. Its inbox then shows “User does not have access to this company.” Company directory visibility and access to company contents use different rules. **Expected behavior** Company navigation should show only companies the current user can enter. A stored selection for an inaccessible company should fall back to an accessible company. A direct link to an inaccessible company should use the existing unavailable-company page. **Steps to reproduce** 1. Create Company A and Company B with separate owners. 2. Sign in as an instance administrator who belongs only to Company A. 3. Select Company B through a stored selection or a link with its prefix. 4. Observe that the board accepts the company selection, but company-scoped requests return 403. Related: #10524 lets cloud users enter additional companies where they hold memberships. This fix preserves that access and excludes companies where they have no membership. ## What Changed - Added `scope=accessible` to `GET /api/companies`, using the existing `hasCompanyAccess` predicate. - Changed the board navigation list to request that scope. Instance Access uses a separate unscoped, account-keyed directory so administrators can manage all companies. Membership edits refresh navigation. - Reject empty, unknown, and repeated scope values with 400. Directory loading errors offer a retry before access controls are shown. - Added route tests for cloud, session, board-key, local trusted, non-member, and agent access. - Added client and component tests for navigation/admin request isolation, grants outside the navigation list, self-membership refresh, directory failure recovery, and forbidden administration. - Updated the API guide and OpenAPI document. ## Verification - Latest commit: 36 focused UI tests passed. The broader UI shard passed all 281 files / 2,533 tests after correcting an asynchronous test assertion. - Server authorization and OpenAPI regression suites: 31 tests passed. - UI typecheck and `pnpm check:token-gates`: passed. - `pnpm -r typecheck` and `pnpm build`: passed after review fixes. - Full local test runner: exercised the supported shards. Several unrelated suites hit embedded PostgreSQL startup failures or startup timeouts under local load. The UI regression issue found in the broad run was corrected and its full UI shard passed. These local limitations are not reported as a green full-suite result. - [GitHub CI](https://github.com/paperclipai/paperclip/actions/runs/34233416473): all checks green on `4e1698cd4` — all server and workspace test shards, all browser end-to-end shards, typecheck/release registry, build, canary dry run, policy, and Docker context integrity. Security checks also passed. - Greptile: 5/5 on the latest commit; both initial findings addressed and all review threads resolved. ## Risks - The UI now excludes companies visible only through instance administrator status. Company membership continues to control access to contents. - Additional companies with active memberships remain available. - The client and server changes must ship together. An older server ignores the new query parameter and retains the previous behavior. - No database migration or permission grant changes. ## Model Used - OpenAI GPT-6 through Codex, with reasoning, repository inspection, code editing, and test execution. The exact served model identifier 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>	2026-09-08 11:57:23 -05:00
Jannes StubbemannandClaude Fable 5.1	023e640a7e	fix(db): reap idle pool connections, name the pool, and end it on shutdown (#12956) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server keeps one postgres.js pool (`packages/db/src/client.ts`, `createDb`) for every query it runs. #10795 made the pool tunable from the environment, but the defaults stayed at the driver defaults: an idle connection never closes, the pool reports itself as `postgres.js`, and no code path ever calls `sql.end()`. > - On a hosted Paperclip deployment the server entered a restart loop (a bundled plugin failure that #12953 describes made every run fail, and the pool saturated). Each generation opened its ten connections, died, and left the backends open on the PostgreSQL side until TCP keepalive reaped them hours later. After about 20 generations the backends exceeded `max_connections`, and every later boot died on its first bootstrap query with `sorry, too many clients already`, before `server.listen()`. The loop could not heal itself. #9555 describes the same shape on a launchd-supervised self-hosted install. > - Three properties of the pool combine to make this possible: idle connections are never reaped, the pool is never ended on any exit path, and an operator cannot even find the leaked backends in `pg_stat_activity` because they carry the generic driver name. > - This pull request gives the pool a 60 second idle timeout and the `paperclip` application name by default, exposes `max_lifetime` and `application_name` through the same `DATABASE_*` environment contract that #10795 introduced, and ends the pool on the orderly SIGINT/SIGTERM path and on the fail-loud startup path. > - The benefit is that a restarting or crash-looping server releases its backends instead of accumulating them, and an operator can see and count Paperclip's connections. ## Linked Issues or Issue Description - Refs #9555 — database connection pool leak causes an infinite restart loop under load. This PR closes the "pool never ends, idle connections never close" part of that report. - Refs #12953 — hosted outage report. The pool exhaustion is the second half of that incident; the first half (a stuck sandbox provider plugin) has its own PR. - Related prior PRs: #9597 and #8780 both propose hard-coded `idle_timeout` / `max_lifetime` values in `createDb`. Both predate #10795 (merged), which made these options environment-driven; this PR builds on the merged shape and adds the shutdown `end()` that neither covers. #4006 and #7481 are closed earlier attempts in the same area. ## What Changed - `packages/db/src/client.ts` - New `resolveDatabaseClientOptions()` applies Paperclip defaults on top of the environment: `idleTimeoutSeconds` defaults to 60 (`DEFAULT_DATABASE_IDLE_TIMEOUT_SECONDS`) and `applicationName` to `paperclip` (`DEFAULT_DATABASE_APPLICATION_NAME`). `createDb` uses it for both the environment path and explicit options. - `DATABASE_IDLE_TIMEOUT_SECONDS` now accepts `0` to restore the driver default (keep idle connections open). Negative or non-integer values still throw. - New environment variables: `DATABASE_MAX_LIFETIME_SECONDS` (positive integer, maps to `max_lifetime`) and `DATABASE_APPLICATION_NAME` (non-empty string, maps to `connection.application_name`). - `postgresJsOptions()` maps the two new options. - `server/src/shutdown.ts` - `finalizeServerShutdown` gains two optional ordered steps: `closeHttpListener` runs first, before the application services stop; `closeDatabase` runs after the application services and before the embedded PostgreSQL stop. A failure in either is logged and does not stop the teardown. Final order: listener → application services → database pool → embedded PostgreSQL → instrumentation → Sentry. - New `closeHttpListenerForShutdown()`: stops accepting requests, closes idle keep-alive sockets, waits up to 5 s for open connections, then closes whatever is left. Requests still in flight are drained while every service is available, and none can reach a route after `sql.end()`, on the signal path and the programmatic path alike (the programmatic path's later `server.close` finds the listener closed and skips). - `server/src/app.ts`: the app shutdown hook (`shutdownAppServices`) now stops the plugin job scheduler, whose tick queries the database, so a programmatic `shutdown()` leaves no timer running against the ended pool. - `server/src/index.ts` - `startServer()` is now a thin wrapper around the boot sequence. When the boot sequence throws after the pool exists, the wrapper ends the pool (and the separate migration pool, when configured) before it rethrows. This covers the `process.exit(1)` path in the main module and the CLI `paperclip run` path alike. - The orderly shutdown passes the same `closeDatabaseClients` to `finalizeServerShutdown`. - `endDatabaseClient` tolerates a client without `$client` (test doubles) and uses a 5 second end timeout. - Docs: `docs/deploy/database.md` gets a "Connection Pool Settings" table with every `DATABASE_*` pool variable, its default and its effect; `doc/DATABASE.md` lists the two new variables. - Tests - `packages/db/src/client-options.test.ts`: parsing of the new variables, `0` for the idle timeout, rejection of malformed values, driver option mapping, and the `resolveDatabaseClientOptions` defaults. - `packages/db/src/client.test.ts` (embedded PostgreSQL): `createDb(url)` reports `application_name = paperclip` for its own backend, and a pool with `idleTimeoutSeconds: 1` has zero backends in `pg_stat_activity` after the timeout. - `server/src/shutdown.test.ts`: the listener closes before the application services, and the database close runs between the application services and the embedded PostgreSQL stop; a failing database close is logged while the teardown still finishes; `closeHttpListenerForShutdown` closes idle sockets and resolves on close, force-closes after the grace period, and is a no-op when the listener was never bound. ## Verification - `pnpm --filter @paperclipai/db typecheck` — passes (`check:migrations` + `tsc --noEmit`). - `cd server && pnpm typecheck` — passes. - `cd packages/db && pnpm exec vitest run src/client-options.test.ts src/client.test.ts src/client-teardown-registry.test.ts` — 9 + 18 + 3 tests pass (the `client.test.ts` cases need embedded PostgreSQL; the new one waits up to 10 s for the idle reap and passed in about 3 s). - `cd server && pnpm exec vitest run src/shutdown.test.ts src/__tests__/server-startup-feedback-export.test.ts src/__tests__/bootstrap-claim-routes.test.ts` — 34 + 11 tests pass. The startup-feedback suite exercises `startServer()` with a mocked `createDb`, which is why `endDatabaseClient` tolerates a client without `$client`. - Manual check for a reviewer: start the server against any PostgreSQL, then run `SELECT application_name, state, count(*) FROM pg_stat_activity GROUP BY 1, 2;`. Paperclip's backends now show `paperclip`. Leave the server idle for more than 60 s and the idle backends disappear. Send SIGTERM and the backends close before the process exits. ## Risks - Behavior change with no environment set: idle pooled connections now close after 60 s. The next query after an idle period pays a reconnect (single-digit milliseconds on a local socket). postgres.js reconnects transparently. Set `DATABASE_IDLE_TIMEOUT_SECONDS=0` to keep the previous behavior. - `application_name` changes from `postgres.js` to `paperclip`. Anything that filtered `pg_stat_activity` on the old name would need an update; nothing in this repo does. - The HTTP listener now closes at the start of the final teardown (after the heartbeat run drain, which still needs the API for running agents). The pool close runs after the application services. A late query from a timer that survived the service shutdown would fail with a driver "connection ended" error instead of running; the known database-backed timer (the plugin job scheduler) is now stopped in the service shutdown. - The listener drain adds at most 5 s to a shutdown while long-lived connections (for example WebSocket clients) are open; after that they are closed forcibly. - `startServer()` is split into a wrapper and the boot sequence. The exported signature and return type are unchanged. - No migration, no schema change. ## Model Used - Claude Fable 5.1 (`claude-fable-5-1`) via Claude Code, extended thinking, tool use (file edits, shell, test runs). The change was produced with the model and reviewed by the submitting human. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) https://claude.ai/code/session_014t3bi2beVNVVHAxK36dmXm --------- Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-09-08 08:56:39 -07:00
DottaandPaperclip	f6a211479f	fix: share current CLI runtimes across sandbox adapters (#12994) ... ## Thinking Path - Paperclip Runner needs its runtime preinstalled for fast sandbox startup. - Native and local adapters should launch one current CLI installation per provider. - An older global copy can shadow that installation, and exact native compatibility pins must match it. - Update the qualified releases and binary digests, expose shared CLI entrypoints from the provider pack, and prefer the image-owned bin directory. - Keep dependency installation in the image build; task startup only discovers, links, and verifies artifacts. ## Linked Issues or Issue Description **What happened?** Remote native startup rejected a stale global Codex, while CLI-only images lacked runnerd entirely. **Expected behavior** An image-baked runtime starts without uploading binaries or installing packages. All adapters share the same current provider CLI. **Steps to reproduce** Start a native remote task with the old global Codex and the updated runtime available only under `/opt/paperclip-runner/bin`. **Paperclip version or commit** Discovery behavior at `54a99d884`. **Deployment mode** Docker with a remote sandbox. ## What Changed - Prefer `/opt/paperclip-runner/bin`, then the user's local bin directory, then PATH. Existing metadata and version validation remains in force. - Qualify Codex 0.153.4, OpenCode 1.18.29, and Claude SDK 0.3.263 / CLI 2.1.263. Update binary digests, TypeScript/Rust checks, registry defaults, and the displayed OpenCode version together. - Share Codex and Claude's native executable with the ACP bridges through exact dependency overrides. Preserve the separately qualified ACP bridge implementations and their security patches. - Expose shared provider-pack CLI launchers; fail the pack build if Codex ACP resolves a separate Codex installation. Update the eval image's other agent CLIs to current stable releases and remove duplicate global provider installs. - Document the single-current-CLI policy in source comments and development guidance. Latest stable releases are resolved at review/build preparation and pinned; task startup never auto-updates. ## Verification - Native-session and adapter-registry suites: 158 tests passed. - Provider suites: 88 tests passed, 7 Linux-only checks skipped on macOS. One existing macOS temporary-path alias assertion passed when rerun with canonical `TMPDIR=/private/tmp`. - Package-contract and OpenCode materialization tests: 11 passed. - Full typecheck, build, and token gates passed. Rust native-provider/recovery tests: 19 passed. - Broad local suite: 5,974 passed, 23 failed, 41 skipped. Failures are in unchanged macOS workspace/path/port and connection suites; focused runtime tests pass. All latest-head Linux PR checks passed, including the full test shards, typecheck, build, runner verification, browser suites, and canary dry run. - The standalone fleet image built with one current provider CLI each and passed native Codex/Claude binary-integrity checks. A disposable Daytona sandbox reported ready in 798 ms; its baked runner completed an API-key `gpt-5.6-luna` turn in 2,430 ms and returned the expected marker with a usage receipt. No runtime artifacts were uploaded or installed. - The normal shared `codex exec` entrypoint also completed an API-key `gpt-5.6-luna` turn in 2,321 ms. - Both image builds verify the complete generated lockfile against a reviewed SHA-256 before package installation or lifecycle execution. Root lockfile changes remain CI-owned. Merge and rollout remain on hold for operator review. ## Risks - Updating provider CLIs changes their behavior for all adapters; version probes and live native smoke testing are required before image promotion. - The image-owned directory takes precedence. Its entries must launch the same shared CLI as the global PATH, not a private older/newer copy. - Application qualification pins and the deployed image must move together. No startup fallback installation is added. - No schema or authentication-policy changes. ## Model Used OpenAI GPT-6 (Codex). The session does not expose a more specific model ID or context-window size. Used reasoning, repository inspection, 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 - [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>	2026-09-07 10:09:29 -05:00
DottaandPaperclip	dda4dff645	fix(onboarding): restore browser launch and gate canaries (#12667) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The onboarding command starts the local server and opens the first-run wizard. > - Interactive onboarding stopped opening the browser by default. > - Organization creation could also succeed in the API while the wizard stayed on the name step. > - The npm canary workflow did not prove that the published package could complete this path. > - This pull request repairs the startup and organization transitions and adds an exact-version canary smoke gate. > - The benefit is a quickstart that works for users and is tested after each canary publish. ## Linked Issues or Issue Description Related: #12557 covers a separate final-route onboarding handoff. **What happened?** Interactive `paperclipai onboard` runs did not open the onboarding page. The organization API request could succeed while a same-company context update caused the wizard to stay on the organization step. The canary release lane did not test the exact published npm package through this path. **Expected behavior** Interactive onboarding must open the browser once. A successful organization request must advance to the first-agent step when the surrounding context adopts the same organization. Each published canary must install in a clean environment and reach the model connection step. **Steps to reproduce** 1. Run `npx paperclipai@canary onboard --data-dir "$(mktemp -d /tmp/paperclip-canary.XXXXXX)"` in an interactive terminal. 2. Enter an organization name while the company context refreshes from the create response. 3. Observe that the browser does not open or that the wizard can remain on the organization step after the API creates it. 4. Inspect the canary release lane and observe that no post-publish onboarding test runs against the exact npm version. **Paperclip version or commit** The issue reproduced with `2026.901.0-canary.8` and the source state before this pull request. **Deployment mode** Local trusted quickstart with embedded PostgreSQL. The install source can be npm or a source checkout. ## What Changed - Open the browser once for interactive foreground onboarding. - Preserve explicit browser opt-outs and restore the prior environment value after startup. - Accept a same-company context update after organization creation and reject a different-company takeover with an explicit error. - Export the exact canary version from the publish job. - Install and test that exact npm version in a clean Playwright smoke job through the "Connect a model" step. - Upload server logs, traces, screenshots, and the Playwright report when the canary smoke fails. - Document the interactive default and headless opt-outs. ## Verification - `pnpm exec vitest run cli/src/__tests__/onboard.test.ts ui/src/components/OnboardingWizard.step.test.tsx --reporter=dot` passes with 37 tests. - `node --test scripts/__tests__/release-verify-workflow.test.mjs` passes with 9 tests. - `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/onboarding.spec.ts` passes with 2 tests. - `PAPERCLIPAI_VERSION=2026.901.0-canary.8 pnpm run test:canary-onboarding-smoke` passes against the published npm package. - `pnpm check:token-gates` passes. - `pnpm -r typecheck` passes. - `pnpm build` passes. - A fresh interactive source run opens the browser and reaches "Connect a model" after organization and agent naming. ## Risks - Low risk. Automatic browser opening only applies to interactive foreground onboarding. - `PAPERCLIP_NO_BROWSER=1` and `PAPERCLIP_OPEN_ON_LISTEN=false` keep headless runs silent. - A different organization context still blocks the pending create transition. - The canary package is immutable before the smoke runs. A smoke failure leaves the package published but makes the release workflow red. - This change does not modify REST APIs, database schemas, or shared data types. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5. The runtime does not expose the exact deployment snapshot or context-window size. The model used reasoning, browser automation, repository tools, shell commands, code editing, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [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>	2026-09-01 10:10:30 -05:00
Dotta	ee2a190626	Unify Paperclip Runner experimental controls (#12666) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip Runner is an experimental execution adapter. > - The adapter and its required sandbox ingress had separate settings. > - A user could enable one setting and still have an unusable runner configuration. > - The runtime already makes one durable native or legacy decision for each run. > - This pull request uses that runtime decision for ingress authorization. > - The benefit is one clear opt-in with safe recovery for existing native runs. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the experimental settings and transport authorization for Paperclip Runner. **Subsystem affected** Cross-cutting. This change affects the React settings UI, shared settings contracts, adapter utilities, and server runtime selection. **Current behavior** Settings shows separate Paperclip Runner and Runner Preview Ingress controls. A user can enable the runner but leave required sandbox ingress disabled. **Proposed behavior** Settings shows only Paperclip Runner. Its native runtime decision also authorizes provider WebSocket ingress when the execution target requires it. A persisted native run keeps its recovery transport after the setting is disabled. **Reason and benefit** Paperclip Runner is one experimental capability. One opt-in removes an invalid partial configuration and makes the rollout boundary easier to understand. **Breaking changes** The Runner Preview Ingress card is removed. The old `enableRunnerPreviewIngress` key remains accepted in stored settings and managed configuration, but it has no server runtime effect. The public adapter-utils input remains compatible through a deprecated alias. **Additional context** Refs: #12638, #12641, #12656. ## What Changed - Removed the separate Runner Preview Ingress card from Experimental Settings. - Made resolved native runtime selection authorize required provider ingress. - Preserved ingress recovery for persisted native runs after the rollout flag is disabled. - Kept the old settings key and adapter-utils input as deprecated compatibility contracts. - Added focused UI, runtime policy, transport, stored-settings, and managed-config regression tests. - Updated deployment documentation and feature descriptions. ## Verification - GitHub Actions will run typecheck, tests, build, policy, and browser shards. - Focused tests cover the single settings control, runtime authorization, fail-closed transport selection, the deprecated public input, and old managed configuration. - No local tests were run, per the maintainer request to use GitHub Actions for verification. - `git diff --check` passes. ## Risks Low to moderate risk. The effective ingress gate changes from a separate stored flag to the resolved native run decision. Fresh runs still require `enableNativeRunner`. Persisted native runs remain recoverable. Legacy adapters never receive ingress authorization. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5, with reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (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	2026-09-01 09:21:23 -05:00
Dotta	0a422fda52	feat(runner): add remote execution substrate (#12638) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip Runner gives native runs a durable and governed execution path. > - The current native path runs on the control-plane host. > - Remote environments need an authenticated execution-target contract. > - The contract must not change direct adapters or enable new runtimes by default. > - This pull request adds the remote execution substrate and Daytona ingress. > - The benefit is a bounded base for later remote runner transport work. ## Linked Issues or Issue Description Refs #12616. Refs #12352. **Subsystem affected** Cross-cutting. This change touches runner transport, server orchestration, plugin contracts, and shared settings. **Problem or motivation** Native execution cannot resolve an authenticated runner ingress through a remote environment. The server also lacks one provider-neutral contract for remote execution targets. **Proposed solution** Add a default-off runner preview ingress capability. Add transport-neutral runner connectivity. Add remote execution target and lifecycle handling. Add a Daytona ingress implementation with redacted credentials. **Alternatives considered** A provider-specific server path would duplicate orchestration and authorization. A public endpoint without an environment contract would weaken the trust boundary. **Roadmap alignment** This work supports the Cloud and Sandbox agents milestone. It also supports self-healing runs and governed tool access. ## What Changed - Added execution-target traits for local, SSH, and sandbox environments. - Added plugin RPC contracts for runner ingress endpoints. - Added authenticated Daytona preview ingress. - Added transport-neutral PRP outbound connections. - Added remote runner artifact verification and fail-closed provider selection. - Added bounded native session resume, cancellation, and lifecycle recovery. - Preserved Codex-only selection for fresh experimental runner starts. - Preserved all direct adapter execution and finalization paths. - Removed stale Pi provider-pack requirements that security review rejected. - Kept the rollout controls off by default. - Did not change pnpm-lock.yaml, Cargo, database migrations, or GitHub workflows. ## Verification - GitHub Actions will run the repository test, typecheck, build, security, and policy gates. - Focused tests cover ingress validation, redaction, execution targets, remote lifecycle, cancellation, resume, and legacy adapter selection. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check origin/master...HEAD` passes. - The diff contains 52 files. ## Risks - Remote execution crosses a trust boundary. - The implementation validates target capabilities, artifact digests, provider-pack pins, and connection metadata. - The feature remains default-off. - Fresh native selection remains Codex-only. - Existing direct adapters remain on the legacy path. - This PR does not yet make remote Codex runnable. The next PR adds the Rust WSS and TLS transport. ## Model Used OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes: / Closes / Refs OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] 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 risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-01 01:29:06 -05:00
Dotta	e3eed3a3ae	Keep browser startup explicitly opt-in (#12435) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The CLI can save a configuration and start the local server in one command. > - The onboarding path set a browser-open environment variable without an explicit user request. > - Headless test servers use the same onboarding path. > - Each server restart could therefore open a system browser. > - This pull request removes the implicit browser-open request and fixes test servers to disable it explicitly. > - The benefit is predictable foreground and test startup without unsolicited browser windows. ## Linked Issues or Issue Description This is stack 11 of 11. It depends on stack 10. **What happened?** `paperclipai onboard --yes --run` set `PAPERCLIP_OPEN_ON_LISTEN=true`. Headless server users, including browser test runners, opened the system browser on each server restart. **Expected behavior** Server startup must not open a browser unless the caller explicitly sets `PAPERCLIP_OPEN_ON_LISTEN=true`. **Steps to reproduce** 1. Run `paperclipai onboard --yes --run` from a clean source checkout. 2. Wait for the server to listen. 3. Observe that the default system browser opens. **Paperclip version or commit** Reproduced on `dbf052577` plus the dependent stack. **Deployment mode** Local dev from source. ## What Changed - Stop onboarding from setting `PAPERCLIP_OPEN_ON_LISTEN=true` for foreground startup. - Set `PAPERCLIP_OPEN_ON_LISTEN=false` in E2E and issue-detail performance test servers as defense in depth. - Preserve the existing explicit environment opt-in in the server. ## Verification - `pnpm exec vitest run cli/src/__tests__/onboard.test.ts` — 10 tests passed. - `pnpm --filter paperclipai typecheck` — passed. - `pnpm -r typecheck` — passed on the stacked head. - `pnpm build` — passed on the stacked head. - Playwright was not run locally by request. ## Risks - Low risk. The only behavior change removes an unsolicited side effect. - A caller that wants browser startup can still set `PAPERCLIP_OPEN_ON_LISTEN=true` explicitly. - No database or migration change exists in this layer. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5. The exact deployment suffix and context window are not exposed. The model used reasoning, repository tools, code execution, Git, and GitHub API access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-29 12:08:35 -05:00
DottaandPaperclip	20ccf3f476	feat(apps): add connection grants and delegated identities (#12341) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - External tools need explicit identity and access boundaries. > - Shared connection credentials cannot represent every user-scoped use case. > - Grants must stay company-scoped and support safe delegation. > - This pull request adds connection grants, identity rules, and their database contract. > - The benefit is durable control over which identity an agent may use. ## Linked Issues or Issue Description Refs #11965 This is stack 3 of 11. It depends on stack 2 and replaces another reviewable part of #11965. ## What Changed - Add company and user connection grants. - Add delegated identity and membership rules. - Synchronize database, shared, server, and UI contracts. - Register the grant-member replacement route in the OpenAPI surface in the same layer that mounts it. - Add migration 0231 with replay-safe guards and coverage. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/openapi-routes.test.ts` (5 passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Incorrect grant selection could expose the wrong credential scope. - The service enforces company and subject boundaries before credential use. - Migration 0231 is generated, ordered after 0230, and safe to replay. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked a public issue or pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:33 -05:00
Devin Foley	7551b63ef2	Remove the instance Heartbeats settings page (#12282) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Instance settings collect deployment-wide controls; one of them was the Heartbeats page, an instance-wide list of scheduler heartbeat agents with enable/disable toggles > - The same controls live on each agent's own configuration surface, so the standalone list duplicates them, and its framing no longer matches how heartbeat agents are managed > - Keeping a settings view that no longer makes sense costs every deployment navigation noise and maintenance > - This pull request removes the page, its route, its navigation entries, and its hidden-settings key for all deployments > - The benefit is a smaller, coherent settings surface, with operator hidden-settings lists that still mention the retired key continuing to work unchanged ## Linked Issues or Issue Description No public issue exists; describing the issue inline per the enhancement template: **What existing behavior does this improve?** The instance settings surface — specifically the Settings → Heartbeats page, which listed scheduler heartbeat agents instance-wide with enable/disable toggles. The view no longer makes sense as a standalone settings page: the same controls are available on each agent's configuration surface, and the instance-wide list framing does not match how heartbeat agents are managed. **Subsystem affected** Cross-cutting: `ui/` (page, route, navigation), `packages/shared` (settings-visibility registry), docs. **Current behavior** The page renders at `/company/settings/instance/heartbeats`, appears in the settings sidebar and tab bar, and is hideable by hosting operators via the `instance.heartbeats` key of `PAPERCLIP_HIDDEN_SETTINGS`. **Proposed behavior** The page, route, and navigation entries are removed for every deployment. The `instance.heartbeats` registry key is retired; operator lists that still send it are logged and ignored, so mixed-version fleets keep working. Remembered settings paths pointing at the old page remap to the settings root. Heartbeat APIs are unchanged. **Reason and benefit** A smaller, coherent settings surface with no duplicated controls; less navigation noise and maintenance for every deployment. **Breaking changes** None functional. Bookmarks and remembered paths to the removed page land on the settings root; `PAPERCLIP_HIDDEN_SETTINGS` lists that still include `instance.heartbeats` log a warning and are otherwise honored unchanged. ## What Changed - Deleted `ui/src/pages/InstanceSettings.tsx` (the Heartbeats view) and its route in `ui/src/App.tsx`. - Removed the sidebar entry (`CompanySettingsSidebar`) and tab-bar item (`CompanySettingsNav`). - Removed `"/heartbeats"` from the remembered-settings-path allowlist; remembered heartbeats paths now remap to the settings root. - Retired the `instance.heartbeats` key from the shared settings-visibility registry and the environment-variables doc; documented that retired keys are ignored with a warning. - Dropped the now-unused UI client wrapper for the instance scheduler-agent list (`heartbeatsApi.listInstanceSchedulerAgents`); the server endpoint stays. - Removed the unused `schedulerHeartbeats` query key. ## Verification - `npx vitest run packages/shared/src/settings-visibility.test.ts ui/src/lib/instance-settings.test.ts ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx` — 24 tests passing. - Full `ui` vitest suite: 4426 tests, 4 failures — all in files this PR does not touch; 3 were load-induced timeouts that pass on rerun, and `OnboardingWizard.test.tsx` "renders instead of throwing when the browser denies storage access" fails identically on a clean master checkout (pre-existing). - `pnpm --filter @paperclipai/ui typecheck` and `pnpm --filter @paperclipai/shared typecheck` — clean. - Merged `master` to clear a conflict (see below) and re-ran the four focused suites (24 passing), `ui/src/App.test.tsx` and `ui/src/plugins/bridge.test.ts` (22 passing), and both typechecks — all clean. Full CI is green on the merge commit. ## Merge With master `master` gained the `company` → `organization` copy pass (#12243), which reworded strings inside `ui/src/pages/InstanceSettings.tsx` — the page this branch deletes — producing a modify/delete conflict. Resolved by keeping the deletion: the page is going away, so the rewording of its copy has nothing to apply to. Every other file merged cleanly, and `master`'s rewording in `App.tsx`, `App.test.tsx`, and `CompanySettingsSidebar.tsx` sits away from this branch's structural removals, so both changes survive. The net diff against `master` is unchanged from the pre-merge review: the same 13 files, 23 insertions, 330 deletions. ## Risks - Low. Pure removal of a UI surface; heartbeat data and APIs are untouched. Operators still listing `instance.heartbeats` in `PAPERCLIP_HIDDEN_SETTINGS` get a warning log and otherwise unchanged behavior (covered by the registry's unknown-key handling). Bookmarks and remembered paths to the old page land on the settings root. ## Model Used Claude (Anthropic), model id `claude-fable-5`, extended thinking, agentic tool use via Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-27 11:31:43 -07:00
Devin Foley	8f195c2f49	Let operators supply defaults for selected instance settings (#12285) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Hosting operators (a managed cloud, an internal shared server) tune the settings surface with `PAPERCLIP_HIDDEN_SETTINGS`, but hiding a control never changes its value > - An instance whose stored feedback-sharing preference is still the schema default ("prompt") keeps prompting users even when the operator hid the control, leaving them no way to answer > - More generally, operators have no supported way to change what a setting defaults to without patching code > - This pull request adds `PAPERCLIP_SETTING_DEFAULTS`, a generic operator-supplied read-time default overlay for registry-listed general settings > - The benefit is that any hosting operator can pair "hide the control" with "default the value", while explicit user choices and self-hosted stock behavior stay untouched ## Linked Issues or Issue Description No public issue exists; following the enhancement template: **What existing behavior does this improve?** Hosting operators need to supply the default value of selected instance settings (first: `feedbackDataSharingPreference`) via configuration, without patching code and without a hard-coded, opinionated constant in the product. **Subsystem affected** Server (instance-settings service, feedback service, boot) and `packages/shared` (settings schemas). **Current behavior** Setting defaults are fixed in the shared zod schemas. `PAPERCLIP_HIDDEN_SETTINGS` can hide the feedback-sharing control and floor writes, but the stored value stays "prompt", so issue-chat surfaces keep prompting with no way to answer. **Proposed behavior** `PAPERCLIP_SETTING_DEFAULTS` takes a JSON object validated against a shared registry of defaultable fields. The operator value substitutes for the schema default at read time: a field whose effective value is still the schema default resolves to the operator value; an explicit non-default user choice always wins. Never persisted; unsetting the variable restores stock behavior. Malformed JSON or an invalid value for a known field refuses startup (fail closed); unknown field names warn and are ignored (mixed-version fleet safe). **Reason and benefit** Any hosting operator can pair "hide the control" with "default the value" without forking the product. Explicit user choices and self-hosted stock behavior stay untouched. **Breaking changes** None. With the variable unset, every read path is byte-identical to before. ## What Changed - New `packages/shared/src/setting-defaults.ts`: `SETTING_DEFAULTS_ENV_KEY`, `DEFAULTABLE_GENERAL_SETTINGS` registry (currently `feedbackDataSharingPreference`), `parseSettingDefaults` (fail-closed for policy content, warn-ignore unknown fields), `applyOperatorGeneralDefaults` (pure read-time overlay), `stripOperatorGeneralEchoes` (persist-time echo strip, see below), re-exported from the package index. - New `server/src/services/setting-defaults.ts`: parse-once accessor mirroring `settings-visibility.ts`. - `server/src/services/instance-settings.ts`: `toGeneralView` applies the overlay in `get`/`getGeneral`/update responses; persisted writes never carry operator values. Because general-settings writes materialize every field, a stored schema-default value is treated as unchosen — deliberate, documented, and covered by tests. - `server/src/services/feedback.ts`: the preference-persistence branch now checks the effective (overlaid) preference, so a stray prompt answer cannot overwrite an operator default; its local normalize fallback now returns full schema defaults. - `server/src/index.ts`: boot-time fail-fast parse with a log line naming the defaulted settings, mirroring the managed-config posture. - The hidden-settings write floor (`assertNoHiddenSettingChanges`) keeps comparing against effective values, so clients echoing a full GET response keep working. To keep the overlay strictly read-time, `updateGeneral` strips such echoes at persist time: a write of the operator value over a field whose stored value is still the schema default (unchosen) maps back to the schema default, so an echo cannot promote the operator value into an explicit stored choice and later changes to (or removal of) `PAPERCLIP_SETTING_DEFAULTS` still take effect. A write of any other value, or over an explicit stored choice, persists as given. - Docs: `PAPERCLIP_SETTING_DEFAULTS` row + "Operator setting defaults" section in `docs/deploy/environment-variables.md`. - Tests: `packages/shared/src/setting-defaults.test.ts` (parse matrix, overlay precedence, echo-strip matrix, immutability) and `server/src/__tests__/instance-settings-operator-defaults.test.ts` (accessor, substitution, explicit-choice wins, unset identity, never-persisted, full-GET echo stays unchosen, explicit non-default write persists). ## Verification - `npx vitest run packages/shared/src/setting-defaults.test.ts server/src/__tests__/instance-settings-operator-defaults.test.ts server/src/__tests__/instance-settings-managed-overlay.test.ts` — 33 tests passing. - `npx vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts` — 57 passing; `npx vitest run server/src/__tests__/feedback-service.test.ts server/src/__tests__/issue-feedback-routes.test.ts` — 18 passing. - `pnpm --filter @paperclipai/shared typecheck` and `pnpm --filter @paperclipai/server typecheck` — clean. ## Risks - Low. With the variable unset every read path is byte-identical to before (identity overlay, covered by tests). The overlay is read-time only and never persisted, so no migration and no data risk. Fail-closed parsing means a bad policy value is a loud boot failure rather than silent drift — consistent with the existing managed-config contract. ## Model Used Claude (Anthropic), model id `claude-fable-5`, extended thinking, agentic tool use via Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-27 11:29:05 -07:00
Devin Foley	e34ed9801b	Let operators hide the Provider vaults and Proposals tabs (#12284) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Hosting operators (a managed cloud, an internal shared server) tune the settings surface with `PAPERCLIP_HIDDEN_SETTINGS`, which today hides whole pages > - The Secrets page bundles four tabs, and two of them — Provider vaults and Proposals — do not apply to deployments where the operator provisions provider credentials itself > - Hiding the whole Secrets page is too coarse: the Secrets and My secrets tabs stay essential everywhere > - This pull request adds per-tab visibility keys (`company.secrets.vaults`, `company.secrets.proposals`) as a new company-section registry group > - The benefit is that any hosting operator can trim the Secrets page to what fits their deployment, with self-hosted behavior unchanged by default ## Linked Issues or Issue Description No public issue exists; following the enhancement template: **What existing behavior does this improve?** `PAPERCLIP_HIDDEN_SETTINGS` can hide the whole Secrets page (`company.secrets`) but not individual tabs. Operators of managed deployments need to hide the Provider vaults and Proposals tabs while keeping the rest of the page. **Subsystem affected** Settings visibility (`packages/shared/src/settings-visibility.ts`) and the Secrets page UI (`ui/src/pages/Secrets.tsx`). **Current behavior** The Secrets page always renders all four tabs (Secrets, My secrets, Provider vaults, Proposals), polls pending proposals for the badge, and offers "manage vaults" affordances that jump to the vaults tab. **Proposed behavior** Two new registry keys, `company.secrets.vaults` and `company.secrets.proposals`, hide the corresponding tab: the tab-bar entry disappears, an active hidden tab snaps back to Secrets, the manage-vaults affordances are suppressed, and the pending-proposals poll stops. UI visibility only — the provider-config and proposal APIs stay live for agents and integrations, matching the existing `company.*` precedent. Nothing changes when the variable is unset. **Reason and benefit** Any hosting operator (a managed cloud, an internal shared server) can trim the Secrets page to what fits their deployment — for example when the operator provisions provider credentials itself, so the vault and proposal flows do not apply — without losing the Secrets and My secrets tabs, which stay essential everywhere. **Breaking changes** None. With `PAPERCLIP_HIDDEN_SETTINGS` unset (or set to existing keys only) nothing changes; older app versions receiving the new keys ignore them with a warning by design. ## What Changed - `packages/shared/src/settings-visibility.ts`: new `HIDEABLE_COMPANY_SECTIONS` group (`company.secrets.vaults`, `company.secrets.proposals`), `HideableCompanySection` type, `hidesCompanySection()` helper, wired into `HideableSettingKey` / `HIDEABLE_SETTING_KEYS`, re-exported from the package index. - `ui/src/pages/Secrets.tsx`: tab-bar filtering, hidden-tab snap-back effect, gated pending-proposals query, conditional `onManageVaults` on both the import button and dialog (the button's "AWS vault disabled — manage" affordance renders nothing when vaults are hidden), hidden `TabsContent` blocks. - Docs: new bullet in `docs/deploy/environment-variables.md` under "Hiding settings surfaces". - Tests: registry membership/parse cases in `settings-visibility.test.ts`; new render cases in `Secrets.render.test.tsx` (hidden tabs absent + proposals poll skipped; default render keeps both tabs and the poll). ## Verification - `npx vitest run packages/shared/src/settings-visibility.test.ts ui/src/pages/Secrets.render.test.tsx` — 43 tests passing. - `pnpm --filter @paperclipai/shared typecheck` and `pnpm --filter @paperclipai/ui typecheck` — clean. ## Risks - Low. Nothing changes with `PAPERCLIP_HIDDEN_SETTINGS` unset (covered by the default-render test). The keys are UI-visibility only, so agent/integration API access is unaffected. Older app versions receiving the new keys ignore them with a warning by design. ## Model Used Claude (Anthropic), model id `claude-fable-5`, extended thinking, agentic tool use via Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-27 11:28:15 -07:00
scotttong	4d82f5eaea	copy: unify user-facing "company" wording to "organization" (#12243)	2026-08-27 01:04:55 -07:00
Devin Foley	9c03443c48	feat: hideable company settings pages, with import floored on cloud-managed instances (#12199) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The app can run self-hosted or as a cloud-managed instance, where a hosting platform provisions the instance with its company already materialized (the existing `isCloudManagedInstance()` predicate and `cloud_managed` floors) > - The company Import/Export surface lets an operator materialize whole companies from an export bundle; on a cloud-managed instance this bypasses the existing `cloud_managed` company-creation floor and conflicts with platform-owned provisioning > - Importing should be disabled on cloud-managed instances, while export stays open as the data-portability escape hatch > - This pull request floors every import route with 403 `code=cloud_managed` on cloud-managed instances and hides the Import UI there, using the existing predicate and the established floor pattern > - It also extends the operator-hidden settings registry with keys for every top-level company settings page, so a hosting operator can hide any of them with `PAPERCLIP_HIDDEN_SETTINGS` alone next time > - The benefit is one consistent managed-instance policy: cloud-managed instances cannot import companies, self-hosted installs keep the full import surface unchanged ## Linked Issues or Issue Description No public issue exists; the underlying problem follows the enhancement template. **What existing behavior does this improve?** The company import surface (`/api/companies/import*`, `/api/companies/:companyId/imports/*`) and its UI entry points on cloud-managed instances. **Subsystem affected** Server routes (`server/src/routes/companies.ts`) and UI navigation/pages (settings sidebar, settings tabs, org chart, `/company/import` route). **Current behavior** A cloud-managed instance floors direct company creation (`POST /api/companies` answers 403 `cloud_managed`), but the import routes still accept company bundles, so an import can materialize companies the hosting platform did not provision. The UI offers Import entry points that lead to a surface that is not available on cloud-managed instances. **Proposed behavior** On instances where `isCloudManagedInstance()` is true, every import route answers 403 `code=cloud_managed` before auth and body work, and the Import UI (sidebar entry, settings tab, org-chart button, `/company/import` route) is hidden or redirected. Export remains fully available. Self-hosted instances are unchanged. **Reason and benefit** Cloud-managed instances keep one consistent provisioning authority, and users do not see an Import surface that dead-ends in a 403. ## What Changed - `server/src/routes/companies.ts`: a router-level floor mounted at the `/import` and `/:companyId/imports` prefixes. It covers the single-shot upload, preview, job polling, chunked transfer declare/part-upload/status/preview/apply, and the agent-safe per-company import routes. It throws `forbidden(..., { code: "cloud_managed" })` on cloud-managed instances, or `403 settings_operator_managed` when the operator hides `company.import` — both before auth and body validation, mirroring the company-creation floor. - `packages/shared/src/settings-visibility.ts`: new `HIDEABLE_COMPANY_PAGES` registry group — `company.members`, `company.invites`, `company.secrets`, `company.export`, `company.import` — with a `hidesCompanyPage` helper. The company General page stays non-hideable (settings root). `company.import` floors its API; the other keys are UI-visibility only, as documented in the registry, so membership/invite/secret/export APIs stay live for agents. - `ui/src/components/CloudManagedPageGate.tsx` (new): route gate that redirects cloud-managed instances to `/company/settings`, modeled on `HiddenSettingsPageGate`. - `ui/src/App.tsx`: wraps the `company/import` route in `CloudManagedPageGate`. - `ui/src/components/CompanySettingsSidebar.tsx`, `ui/src/components/access/CompanySettingsNav.tsx`, `ui/src/pages/OrgChart.tsx`: hide the Import entry points when `useCloudInstance()` reports a managed instance, and honor the new `company.*` hidden-settings keys for every company page entry (sidebar item, tab, org-chart buttons). - `ui/src/App.tsx`: `HiddenSettingsPageGate` route gates for the members (incl. the legacy access route), invites, secrets, export, and import pages under their `company.*` keys. - `docs/deploy/environment-variables.md`: documents the new keys and their semantics; the CLI and board-operator guides note that import is unavailable on cloud-managed instances. - Tests: new `server/src/__tests__/company-import-cloud-floor.test.ts` and `ui/src/components/CloudManagedPageGate.test.tsx`, registry cases in `packages/shared/src/settings-visibility.test.ts`, plus cloud and hidden-key cases in the sidebar, settings-nav, and org-chart suites. ## Verification - TypeScript typechecks pass for every workspace package (`tsc` in shared, server, ui; the runner's Rust leg needs a local cargo toolchain and is covered by CI). - `pnpm test` on this branch fails only in 9 files that also fail on a clean `origin/master` checkout on the same machine (environment-dependent suites: live-listener probes, workspace/native-runtime spawns, skill materialization). Zero branch-only failures against that baseline; every suite touched by this change passes. - `server/src/__tests__/company-import-cloud-floor.test.ts` asserts: every import route answers 403 `cloud_managed` under the server-token signal; the managed-config signal alone also floors; every import route answers 403 `settings_operator_managed` when `company.import` is hidden; hiding other company pages leaves import open; the floor applies before auth and body validation; export stays open on cloud-managed instances; self-hosted import preview and job polling still work. - `packages/shared/src/settings-visibility.test.ts` covers the new `company.*` keys and `hidesCompanyPage`. - UI suites assert the Import tab, sidebar entry, and org-chart button disappear on a cloud-managed instance while Export stays, that `/company/import` redirects through the gate, and that the `company.*` keys hide their sidebar entries and tabs. ## Risks - Low risk for self-hosted installs: the floor is inert unless a cloud signal (`PAPERCLIP_CLOUD_TENANT_SERVER_TOKEN` or `PAPERCLIP_MANAGED_CONFIG`) is present, and the self-hosted paths are regression-tested. - On cloud-managed instances this is a deliberate behavioral removal: import (including agent-driven safe imports and resumable transfers) stops working the moment an instance runs this build. In-flight chunked transfers on such instances cannot be applied afterward; they answer 403. - CLI import commands against a cloud-managed instance now fail with the `cloud_managed` error; the message names the reason. - The new `company.*` keys change nothing unless an operator sets them: `PAPERCLIP_HIDDEN_SETTINGS` unset keeps behavior identical, and older images ignore unknown keys by design. The four non-import company keys hide UI only; their APIs stay live, which the registry documents explicitly. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic coding session with tool use (code search, editing, local test execution). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-25 16:06:35 -07:00
Nicky LeachandPaperclip	38d8f37172	fix(build): enforce Node 24 across Paperclip (#11792) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip runs across the CLI, server, adapters, plugins, CI, and container images. > - These surfaces declared different Node.js versions from 20 through 24. > - A newer `@types/node` major can expose APIs that the supported runtime does not provide. > - Node.js 20 is no longer a suitable project baseline, and Node.js 24 is the current LTS line. > - This pull request sets Node.js 24.11.0 as one repository-wide baseline, adds a drift check, and gives users actionable startup guidance when their runtime is too old. > - The benefit is one clear runtime contract for development, release, installation, and published packages. ## Linked Issues or Issue Description Refs #2734 Refs #11727 Refs #739 ## What Changed - Require Node.js 24.11.0 or newer in all 42 package manifests and runtime checks. - Use Node.js 24 in GitHub Actions, Docker images, smoke images, sandbox setup, portable installs, and esbuild targets. - Align every direct `@types/node` declaration on `^24.0.0`. - Prevent Dependabot from opening major `@types/node` upgrades without a matching runtime decision. - Add `.nvmrc` and a CI policy check for Node version drift. - Update ACP version gates, tests, and user documentation for the new minimum. - Print a non-blocking warning on CLI and server startup when Node is unsupported, with remediation through a version manager or the documented downloaded `install.sh` workflow. - Deduplicate that warning when `paperclipai run` boots the CLI and server in the same process. ## Verification - `node scripts/check-node-version-policy.mjs` - `node --check scripts/check-node-version-policy.mjs` - `node --check cli/esbuild.config.mjs` - `node --check scripts/generate-npm-package-json.mjs` - `bash -n scripts/install.sh scripts/test-install-sh-docker.sh scripts/e2e-install-lifecycle.sh` - Parsed all 42 package manifests and confirmed `engines.node` is `>=24.11.0`. - `git diff --check` - `vitest run packages/adapter-utils/src/sandbox-install-command.test.ts` passed with 3 tests. - `vitest run cli/src/node-version.test.ts` passed with 4 tests. - Directly exercised the shared warning helper for unsupported-version messaging and same-process deduplication. - The focused exe.dev suite could not resolve the locally unbuilt plugin SDK from this isolated worktree. A full offline workspace install was also blocked because the package-manager signature verifier requires registry access. The full suite was not run locally; draft CI performs a clean install and evaluates the wider impact. ## Risks - This is a breaking runtime change for users, plugins, and deployments that still use Node.js 20 or 22. - Published workspace packages will now produce an engine warning or failure in strict package managers on older Node.js releases. - Node.js 24 can reveal dependency, native module, Playwright, or agent CLI compatibility issues in CI. - The bootstrap installer now installs Node.js 24 when the current runtime is older than 24.11.0. - The portable sandbox fallback is pinned to Node.js 24.11.0 and depends on that upstream tarball remaining available. - Unsupported runtimes continue booting after a warning, so a later incompatibility can still fail at its point of use. - The CLI and server share the warning policy through the published `@paperclipai/shared` package; packaging checks must keep that subpath export available. - This PR does not commit `pnpm-lock.yaml` because repository policy assigns lockfile generation to CI. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5. The exact deployment ID and context window are not exposed in this session. Reasoning, repository tools, shell execution, and GitHub tools were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-21 10:17:52 -07:00
Andrew AymelogluandClaude Fable 5	fd106c6fa6	ci(commitperclip): remove the security gate that filed a draft advisory per PR (#11828) ... ## Thinking Path > - Paperclip's `commitperclip-review` workflow runs `check-pr-security.mjs` on every PR and files a **draft security advisory** whenever one of its heuristics fires (#6469). > - The heuristics fire on most ordinary PRs: any change under `server/src/routes/agents.ts` / `companies.ts` / `approvals.ts` / `authz.ts` / `MarkdownBody.tsx`, any test file containing `fetch(` / `exec(` / `process.env.X`, any `key: "<20+ chars>"` string (it flagged `pluginKey: "paperclipai.plugin-llm-wiki"`), any touch of `.github/workflows/`. > - The repository now holds **1,566 commitperclip-authored draft advisories** against ~99 human-reported ones, burying the reports that matter under the 🔒 Security tab. > - Nothing consumes them: no code reads the drafts, nothing reads the `security-review` check run the script also posts, and `master` has no required status checks. The "Review and dismiss if not a real concern" footer assumed a human triage loop that never existed. > - A second bug made it worse: the advisories endpoint is cursor-paginated and ignores `page=`, so `findExistingDraftAdvisory` only ever saw the newest 100 drafts and re-flagged PRs got a second draft (1,566 drafts for 1,386 distinct PRs; 136 PRs have 2+). > - Removing the gate stops the flood at the source; the quality gates and Dependency Review carry on unchanged. ## Linked Issues or Issue Description **Problem:** `check-pr-security.mjs` files a draft security advisory for nearly every PR, flooding the repository's advisory list with bot-authored noise that no one reads. Human-reported advisories in `triage` state are buried among ~1,560 `🚨 Security flag — PR #NNNN` drafts. **Expected:** the advisory list contains only real vulnerability reports. Heuristic PR checks, if wanted at all, do not create disclosure records. ## What Changed - Deleted `.github/scripts/check-pr-security.mjs` and `.github/scripts/tests/check-pr-security.test.mjs`. - Removed the `Run security gates` step from `.github/workflows/commitperclip-review.yml`, and the `security-events: write` permission that only it used. - No other script imports from the removed module (`resolveBaseRef` lives in `check-pr-dependencies.mjs` and stays). ## Verification - `node --test .github/scripts/tests/*.test.mjs` → 114 pass, 0 fail. - `grep -rn check-pr-security .github` → no remaining references. - The 1,563 existing bot drafts are being closed out-of-band via the API (there is no delete endpoint for advisories). ## Risks - Low. The only behaviour removed is the draft-advisory filing and the informational `security-review` check run, neither of which is consumed by code or branch protection. - Recommended follow-up for an org admin: drop `security_advisories: write` from the commitperclip App's permissions so no workflow can recreate this. ## Model Used Claude Fable 5 (claude-fable-5) via Claude Code, with tool use: GitHub API reads, file edits, local test runs. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have considered and documented any risks above 🤖 Generated with [Claude Code](https://claude.com/claude-code) https://claude.ai/code/session_016HitAcRu3NW5YDeBxXxePi --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-20 20:19:11 -05:00
Devin Foley	db4defdfbf	feat: operator-configurable settings visibility via PAPERCLIP_HIDDEN_SETTINGS (#11823) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The instance settings surface (Access, Plugins, Adapters, General, Experimental) assumes the person at the keyboard operates the whole instance > - Operators who host Paperclip for others — a managed cloud or an internal shared server — expose settings pages and toggles that do not apply to their deployment, and the related mutation APIs stay open > - A hosted tenant can open Plugins or Adapters, try an action, and hit a confusing failure, because only a few hardcoded platform floors exist > - This pull request adds a generic, operator-configured visibility mechanism: one env var hides declared settings surfaces in the UI and floors their mutation routes with a stable 403 code > - The benefit is a clean hosted-tenant settings surface for any operator, with zero behavior change for normal self-hosted instances ## Linked Issues or Issue Description **Subsystem affected** Instance settings (server routes and UI), the shared settings registry in `packages/shared`, and the `/api/health` bootstrap payload. **Problem or motivation** An operator who hosts Paperclip for other people cannot hide settings surfaces that the platform manages. Tenants see Access, Plugins, and Adapters pages, backup retention, and host-level experimental toggles that do nothing useful for them. The mutation APIs behind these surfaces also stay open, so a tenant admin can attempt actions the platform must control. ROADMAP.md names a cleaner shared deployment story as a goal ("Teams should be able to run the same product in hosted or semi-hosted environments without changing the mental model"). **Proposed solution** Add a declarative registry of hideable settings surfaces and one env var, `PAPERCLIP_HIDDEN_SETTINGS`. The server parses the list at boot, reports it on `/api/health`, and rejects value-changing writes to hidden surfaces with a stable `settings_operator_managed` 403 code. The UI reads the list from the health payload and removes the hidden pages, sections, and toggles from navigation, routes, and page content. Unknown keys warn and are ignored, so one list can roll across a fleet with mixed app versions. With the variable unset, behavior is byte-identical to today. **Alternatives considered** - Hardcode the hidden set for cloud instances in this repo: rejected, because each hosting operator needs a different policy, and policy does not belong in shared code. - Deliver the hidden set through the managed-config document: rejected, because that channel is cloud-specific and fail-closed on unknown fields; a plain env var works for any operator, including self-hosted shared servers. - Lock the controls with a badge instead of hiding them: rejected for these surfaces, because they are meaningless to tenants, not merely platform-controlled; the existing managed-overlay lock stays the right tool for controlled flags. **Roadmap alignment** Supports the "shared deployment story" item in ROADMAP.md: hosted and semi-hosted deployments keep the same product with a settings surface that matches what the tenant can actually do. ## What Changed - New `packages/shared/src/settings-visibility.ts`: registry of hideable surfaces (every instance settings page — profile, environments, access, heartbeats, experimental, plugins, adapters; every Instance → General section; every experimental flag as `instance.experimental.<key>`), the `PAPERCLIP_HIDDEN_SETTINGS` parser, and the `settings_operator_managed` error code. The General page stays visible as the settings root and redirect target. - New `server/src/services/settings-visibility.ts`: parse-once accessor; unknown keys log one warning and are ignored. - `/api/health` reports `hiddenSettings` on every response shape; the field is omitted when nothing is hidden. - Server floors on hidden surfaces, with same-value echo tolerance (the `executionMode` precedent): field-backed general sections and experimental keys reject value-changing PATCHes, and hiding the whole Experimental page floors every toggle; plugin lifecycle and config writes, adapter management writes, and the Access admin routes (reads included) return 403 `settings_operator_managed`. Reads the app itself needs (plugin `ui-contributions`, adapter metadata, plugin job trigger) stay open. Pages without instance-scoped mutation routes are hidden in the UI only. - UI: new `useHiddenSettings` hook and `HiddenSettingsPageGate` route gate (hidden pages redirect to the settings root); the settings sidebar and tab bar drop hidden entries; remembered settings paths remap to the default page; `InstanceGeneralSettings` skips hidden sections; every `ExperimentalToggleCard` now carries its flag key and renders nothing when hidden. - Removed the dead `InstanceSidebar` component (referenced only by its own test). - Docs: `docs/deploy/environment-variables.md` documents the variable and the key registry. ## Verification - `pnpm vitest run` over the new and extended suites: shared registry and parser, representative floor tests per route class (changed-value 403, same-value echo 200, unset env 200, page-level Experimental hiding), the health field, the route gate, nav filtering, and section/card hiding with one hidden example per surface kind — 168 tests pass. - Full root `pnpm typecheck` passes. - Manual: booted a server with the variable set. `/api/health` lists the keys; an unknown key logs one warning and the server boots; hidden pages redirect; hidden sections and cards do not render; hidden-field PATCH returns 403 with `details.code = "settings_operator_managed"`; a same-value echo returns 200. Unset the variable: the full settings surface returns and responses are byte-identical to master. ## Risks - Low risk for self-hosted instances: with the variable unset, the hidden set is empty, the health field is omitted, and no floor activates. - Flooring plugin config writes assumes hosted deployments configure plugins through the platform. If a future bundled plugin needs tenant-entered config, the floor needs a narrow carve-out. - Hidden-key floors tolerate same-value echoes, so API clients that round-trip full GET responses keep working. - Hiding a toggle does not change its value; operators pair hiding with the desired default where the value matters. ## Model Used Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and agentic tool use, driven through the Claude Code CLI (file edits, test execution, and live-server verification loops). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-20 17:54:44 -07:00
5 people	233c12f029	feat: add kimi-local adapter for Kimi Code CLI (CLI + ACP engines) (#9967) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Local agent adapters (`claude_local`, `gemini_local`, `grok_local`, …) are the integration surface that lets Paperclip run coding CLIs on the host machine > - The Kimi Code CLI (`kimi`, Moonshot AI) has a documented non-interactive mode, `kimi -p --output-format stream-json` with session resume via `kimi -r`, but Paperclip has no built-in adapter for it > - So Kimi users (especially Kimi membership / OAuth subscribers) cannot onboard their CLI to Paperclip agent teams > - This pull request adds a complete built-in `kimi_local` adapter (both execution engines, session management, instructions + skills delivery, thinking-effort control, environment test, UI and CLI modules, docs) following the established `gemini_local`/`grok_local` package pattern > - Kimi Code ships an ACP server (`kimi acp`), so the adapter runs on Paperclip's shared acpx engine by default (streaming transcript with live tool status, like `claude_local`/`gemini_local`) and falls back to a headless CLI lane (`kimi -p --output-format stream-json`) when ACP prerequisites are unavailable > - The benefit is that Kimi Code becomes a first-class Paperclip agent lane: selectable in the UI, resumable across heartbeats, with the same operating context (instruction bundle, skills, effort) and streaming transcript the other local adapters get ## Linked Issues or Issue Description - Supersedes #9880 (same branch; expanded from the CLI-only lane into a complete adapter with the default ACP engine lane, control-plane skill install, and live transcript wiring) - Refs #9879 (adapter request for Kimi Code CLI, filed with this PR) - Refs #163 (original Kimi support request) Duplicate/related prior PRs, per the dedup search (both appear stale: no updates or maintainer review since May 2026, and both target an older Kimi CLI interface; calling them out for reviewer context per CONTRIBUTING.md): - Refs #6276 (`feat: add kimi-local adapter`): targets an older array-based content format (`{type: think}`/`{type: text}` blocks), not the current documented stream-json schema - Refs #5202 (`feat(adapter): add Kimi CLI local adapter with Wire protocol support`): builds on a `--wire` JSON-RPC interface that current Kimi Code CLI (0.27.0) no longer documents; the current documented headless interface is `-p --output-format stream-json` This PR is a fresh implementation against current master and the currently documented/verified Kimi CLI behavior (see Verification). Happy to fold in anything useful from the earlier attempts if a reviewer prefers. ## What Changed - **New adapter package** `packages/adapters/kimi-local` (`@paperclipai/adapter-kimi-local`), modeled on `gemini-local`/`grok-local`: - `src/server/execute.ts`: spawns `kimi -p <prompt> --output-format stream-json` (argv array, no shell), `-m <model>` only when configured, `-r <sessionId>` when the stored session cwd matches the run cwd, automatic fresh-session retry on unrecoverable-session errors, headless-safe env (`CI=1`, `NO_COLOR=1`, `KIMI_CODE_NO_AUTO_UPDATE=1`, `TERM=dumb`; user-configured values win), full remote (ssh/sandbox) execution lane with runtime install via `@moonshot-ai/kimi-code` - **Instruction bundle delivery**: the prompt path directive now names the sibling instruction files (`./HEARTBEAT.md`, `./SOUL.md`, `./TOOLS.md`) alongside the prepended entry file, and local runs pass `--add-dir <instructions-dir>` so Kimi can actually open them (matching `claude_local`). Without this, only the entry file reached Kimi and agents improvised the operating workflow that `HEARTBEAT.md` documents - **Thinking effort**: a configured `effort` is forwarded as the `KIMI_MODEL_THINKING_EFFORT` operational override (Kimi has no per-invocation effort flag). It is only sent for models that advertise `support_efforts` (currently `kimi-code/k3`) to avoid provider rejections, and `medium` maps to `high` since Kimi has no medium tier (`low`/`high`/`max` pass through) - **Skills delivery**: desired Paperclip skills are delivered via Kimi's `--skills-dir` flag from a dedicated per-run directory (a local snapshot, or the synced snapshot on remote targets), so skills load reliably and in isolation. Paperclip never overwrites the shared `$KIMI_CODE_HOME/skills` home, so skills installed by the operator or other agents are left intact. `--skills-dir` is only passed when at least one skill is desired, so unconfigured agents keep Kimi's default skill discovery - **Live run status**: the adapter now forwards each streamed stream-json line to `onEvent` (assistant `content` as an assistant snippet, `tool_calls` as tool-name events), which drives the issue-thread activity indicator (`currentToolName` / `lastAssistantSnippet` / `lastEventAt`). Previously the adapter only wrote the raw run log, so the issue thread showed a stale "no output for N s" line with no tool or reasoning context while Kimi worked. Tool results are omitted so the last meaningful "Using X" / snippet is not overwritten by a generic label - `src/server/parse.ts`: parses the verified Kimi stream-json event shapes (`assistant` text, `assistant.tool_calls` with JSON-string arguments, `tool` results, trailing `meta.session.resume_hint` for session-id capture) plus failure classifiers (`kimi_auth_required`, transient network, unrecoverable session). A signaled exit (null exit code, not a timeout) is now reported as a failure rather than coalesced to success, and the error message names the terminating signal - `src/server/skills.ts`: lists/syncs Paperclip skills for the adapter's skill-management surface - `src/server/test.ts`: environment test covering CLI resolution + `kimi --version`, cwd check, auth detection (OAuth credential dirs, keyed `[providers.*]` in config.toml, or the `KIMI_MODEL_NAME` + `KIMI_MODEL_API_KEY` env pair), and a live hello probe - `src/ui/` (stdout-line parser for transcripts, config builder) and `src/cli/` (stream event formatter) modules - Root metadata: three managed model aliases (`kimi-code/kimi-for-coding`, `kimi-code/kimi-for-coding-highspeed`, `kimi-code/k3`), effort-capable-model metadata (`EFFORT_CAPABLE_MODELS`, effort mapping helpers), `agentConfigurationDoc` - Tests: 101 tests across parse, execute (args building, resume gating, retry, auth error code, timeout, signaled-exit failure, effort forwarding/gating/mapping, `--add-dir` instructions directive, `--skills-dir` gating, `onEvent` runtime-event forwarding), ACP engine (engine resolution, acpx config build, node-version gate), ACP transcript delegation, environment test, UI parse/build-config - **ACP engine lane (default)** (`src/server/acp.ts` + shared `adapter-utils/acpx-engine`): Kimi Code ships an ACP server (`kimi acp`), so `kimi_local` now runs on Paperclip's shared acpx engine by default, matching `claude_local`/`codex_local`/`gemini_local`. The issue-thread transcript streams live (assistant text deltas, tool calls with a `pending`->`completed` status lifecycle) instead of the CLI lane's bursty complete-message output. Registered `kimi_local -> "kimi"` in `ACPX_ADAPTER_AGENT_IDS` and resolved the built-in agent command to `kimi acp`; `execute.ts` dispatches to the ACP executor first with an automatic CLI fallback when ACP prerequisites fail (`engine=acp` requires ACP, `engine=cli` pins the headless lane); `index.ts` falls back to the shared acpx session codec; the UI/CLI delegate `acpx.*` events to the shared acpx transcript parser and event formatter. The headless CLI lane (above) remains as the fallback - **Registration** (one entry each, mirroring existing adapters): server adapter registry + `BUILTIN_ADAPTER_TYPES`, `AGENT_ADAPTER_TYPES` (shared), UI adapter registry + display registry (`Kimi Code`, Moon icon) + capabilities defaults, CLI adapter registry, `Dockerfile` (package copy + `npm install --global @moonshot-ai/kimi-code@latest`), `vitest.config.ts` workspace, `scripts/release-package-manifest.json` - **Behavioral sets** mirroring `gemini_local` (Kimi resumes sessions the same way): `GIT_SENSITIVE_LOCAL_ADAPTER_TYPES`, `SESSIONED_LOCAL_ADAPTERS` (heartbeat + recovery), `REMOTE_MANAGED_ADAPTERS`, ssh/sandbox execution-target allow-lists, `ADAPTER_DEFAULT_RULES_BY_TYPE` (`timeoutSec: 0`, `graceSec: 15`), and `LEGACY_SESSIONED_ADAPTER_TYPES` + `ADAPTER_SESSION_MANAGEMENT` in adapter-utils - **UI touch-points**: New Agent default-model branch, AgentConfigForm command map (`kimi_local: "kimi"`) + model defaults + a Kimi-specific thinking-effort option list (`Low`/`High`/`Max`, reflecting Kimi's tiers rather than borrowing Claude's), OnboardingWizard (command map, model default, `kimi login` / `KIMI_MODEL_NAME + KIMI_MODEL_API_KEY` auth hints, manual-debug command line), InviteLanding enabled adapters - **Control-plane skill install** (`cli/src/commands/client/agent.ts`): `paperclipai agent local-cli` seeded the Paperclip control-plane skills into `~/.codex/skills` and `~/.claude/skills` so Codex/Claude agents auto-discover the API reference every run. Kimi had no equivalent target, so `kimi_local` agents began each session without the control-plane skill and rediscovered routes (e.g. the company-scoped `POST /api/companies/{companyId}/issues`) by trial and error. Added `~/.kimi-code/skills` (honoring `KIMI_CODE_HOME`) as a third install target for parity. Independent of the per-run `--skills-dir` delivery, which only applies to explicitly configured skills. - **Docs**: `docs/adapters/kimi-local.md` (prerequisites, auth options, config fields including `effort`, session resume, instruction bundle, skills delivery, control-plane skill install) + a row in `docs/adapters/overview.md` Out of scope (deliberately): model profiles, built-in agent `allowedAdapterTypes` additions. ## Verification\n\nCurrent-master rebase verification (OpenAI Codex, 2026-08-03): 13 focused files / 231 tests pass; adapter-utils, server, UI, CLI, and Kimi adapter typechecks pass; full repository build and UI token gates pass. The branch is conflict-free against master at head `1249df117c5e12e5771b9a570a6340866450619e`.\n\nAutomated (all from repo root, pnpm 9.15.4, Node 22): - `vitest run packages/adapters/kimi-local`: 89/89 pass (includes coverage for the instruction `--add-dir` directive, effort forwarding/gating/mapping, `--skills-dir` gating, the signaled-exit failure path, and `onEvent` runtime-event forwarding with cross-chunk line buffering) - `vitest run server/src/__tests__/adapter-registry.test.ts server/src/__tests__/adapter-routes.test.ts server/src/services/heartbeat-stop-metadata.test.ts ui/src/adapters/adapter-display-registry.test.ts`: 37/37 pass - `vitest run cli/src/__tests__/skills.test.ts`: 13/13 pass (the control-plane skill install target follows the existing Codex/Claude install path, whose symlink logic is unchanged) - `vitest run packages/shared`: 307/307 pass; `vitest run packages/adapter-utils`: pass except one pre-existing, unrelated failure (`mcp-isolation.integration.test.ts` requires Claude CLI ≥ 2.1.207; host has 2.1.185, fails identically on unmodified master) - `pnpm --filter @paperclipai/adapter-kimi-local typecheck|build`, plus typecheck of `server`, `ui`, `cli`, `adapter-utils`: all clean - `pnpm install --frozen-lockfile`: passes (the PR diff itself contains no lockfile changes, per repo policy; verified against a locally regenerated lockfile) - `node scripts/check-no-git-push.mjs` and `node scripts/check-forbidden-tokens.mjs`: pass - CI note: the `policy` job's release-bootstrap step is expected to stay red until a maintainer bootstraps the first npm publish of `@paperclipai/adapter-kimi-local`; see the CI Note for Maintainers comment. All other contributor-actionable checks are green. Manual end-to-end (real Kimi CLI 0.27.0, OAuth login, dev server on an isolated instance): 1. Server `GET /api/adapters` lists `kimi_local` as builtin with correct capability flags; models endpoint returns the three Kimi models 2. `POST .../adapters/kimi_local/test-environment`: all checks pass, including a live `kimi -p` hello probe 3. Created a `kimi_local` agent and invoked two heartbeats: run 1 spawned `kimi -p ... --output-format stream-json`, Kimi used its `Read` tool, produced the expected answer, and the session id was captured from the `session.resume_hint` meta event; run 2 resumed the **same** Kimi session (`sessionIdBefore == sessionIdAfter`) via `-r` 4. UI: adapter appears in the New Agent dropdown; selecting it shows the Kimi command placeholder, the three models, and the Kimi config fields; the run transcript renders Kimi tool calls via the adapter's stdout parser The instruction-bundle, thinking-effort, and `--skills-dir` changes landed after the manual run above. They are covered by the unit tests listed under Automated, and the Kimi CLI flags they rely on (`--add-dir`, `--skills-dir`, `KIMI_MODEL_THINKING_EFFORT`) were confirmed against the installed Kimi Code CLI 0.27.0 (`kimi --help`, config-file thinking-effort docs). Screenshots (assets branch on the fork, not part of the diff):       ## Risks - Low risk to existing behavior: the change is additive, one new workspace package plus single-entry registrations alongside existing adapters; no existing adapter code paths are modified. - The adapter invokes the locally installed `kimi` CLI; like other local adapters, run behavior depends on the host's Kimi version. The parser is written against the documented/verified 0.27.0 stream-json schema and degrades gracefully (malformed lines are skipped, failures surface as run errors). - `--skills-dir` overrides Kimi's auto-discovery of user and project skills for the run. This is intentional (paperclip-managed agents get a reproducible, isolated skill set), and it is only passed when at least one Paperclip skill is desired, so unconfigured agents keep default discovery. - Thinking effort is only forwarded to models that advertise `support_efforts` (currently `kimi-code/k3`); `EFFORT_CAPABLE_MODELS` must be extended when more Kimi models gain support, otherwise a configured effort is silently ignored for them. - `Dockerfile` now installs `@moonshot-ai/kimi-code@latest` globally alongside the other agent CLIs, so image size increases slightly. - Maintainer action needed for the npm bootstrap gate: the `policy` job's release-bootstrap step fails until the first npm publish of `@paperclipai/adapter-kimi-local` (the gate from #5146 that every new adapter package has passed through). Enrollment with `publishFromCi: true` is required by the manifest validator (dropping the entry, `false`, or `private` are all rejected), so this is intentionally left to a maintainer. Remaining CI lanes are expected to run once it is done. ## Model Used\n\n- **Current-master rebase, conflict adaptation, and registry-parity coverage:** OpenAI, **GPT-5 Codex** (Codex agent; exact serving model ID and context-window size were not exposed to the runtime), with repository, shell, Git, and GitHub tooling. It preserved Hawik’s commit authorship, reconciled ACPX and environment-capability changes, added current registry tests, and ran the verification above.\n- **Adapter implementation and initial review:** Moonshot AI, **Kimi K3 Coding** (latest), via **Kimi Code CLI v0.27.0** (`kimi-code/k3` alias, 1M-token context window, thinking mode, agentic tool use). The CLI agent explored the repo, wrote the adapter implementation (delegated to a coder sub-agent of the same model), ran tests, and drafted the first version of this PR body. A second model-driven review pass (read-only, same model) audited the diff for security/correctness before submission; its findings (shell-quoting hardening, auth-detection false positive, session-compaction registration, test gaps) were fixed and are included. - **Harness-context fixes and review responses:** Anthropic, **Claude Opus 4.8** (`claude-opus-4-8`) via Claude Code. Diagnosed from run logs that Kimi received only the entry instructions file (not the `HEARTBEAT.md`/`SOUL.md`/`TOOLS.md` bundle) and that `effort` was never wired, then implemented the instruction `--add-dir` delivery, `KIMI_MODEL_THINKING_EFFORT` forwarding, and `--skills-dir` skill delivery, added the accompanying tests and docs, and addressed the automated review comments (preserving external skills on remote sync, treating a signaled exit as a failure). Also extended the `paperclipai agent local-cli` installer to seed the control-plane skills into `~/.kimi-code/skills` for Codex/Claude parity, wired `onEvent` runtime events so the issue-thread activity indicator reflects Kimi's tool and reasoning output live, and built the ACP engine lane (`kimi acp` via the shared acpx engine, default) so the transcript streams with live tool status like the other ACP adapters. The Kimi CLI flags, subcommand, and env var relied on here were verified against the installed Kimi Code CLI 0.27.0. - All CLI behaviors claimed here (`-p`, `--output-format stream-json`, `-r` resume, event shapes, `--add-dir`, `--skills-dir`, `KIMI_MODEL_THINKING_EFFORT`) were verified empirically against the installed Kimi CLI, not assumed. ## 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 *(only the release-bootstrap step remains red, pending the maintainer npm publish described in Risks)* - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups *(will address all Greptile comments as they arrive)* - [x] I will address all Greptile and reviewer comments before requesting merge --- ## Maintainer Addendum (2026-08-20) The shared acpx-engine and issue-chat changes (run-summary segmentation, placeholder tool-event coalescing, `ISSUE_CHAT_TRANSCRIPT_MAX_VISIBLE_ENTRIES` 30 → 400, live-reasoning UI) have been **extracted to #11761** so the cross-adapter behavior changes review and revert independently — both commits there preserve @hawikk's authorship. This PR is now the kimi-specific adapter only (60 files, +3,793/−8, essentially pure addition); the only shared-engine touch left is the `kimi acp` command resolution. `publishFromCi` is `true` — the package name is bootstrapped on npm. --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Dotta <bippadotta@protonmail.com> Co-authored-by: Devin Foley <devin@paperclip.ing>	2026-08-20 12:06:33 -07:00
DottaandPaperclip	6b8e42168e	Add governed secret alias confirmation cards (#11486) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need scoped secret bindings to use external services safely. > - Agents could not request an existing secret under a new config name without an internal secret identifier. > - Existing binding proposals were only visible in Settings and did not create an issue-thread approval path. > - A confirmation card could record acceptance without proving that the binding was created. > - This pull request extends the existing secret proposal system with safe source references and governed issue-thread confirmation cards. > - The benefit is a one-click flow that creates the binding or shows a clear failure without exposing secret material. ## Linked Issues or Issue Description Related prerequisite: #11482. **Subsystem affected** Cross-cutting: server REST APIs, shared interaction contracts, database proposal schema, and issue-thread UI. **Problem or motivation** An agent can need an existing bound secret under a second config name. The agent cannot safely discover the internal secret identifier. The existing proposal is also easy for the operator to miss because it only appears in Settings. A generic confirmation can record acceptance without executing the binding. **Proposed solution** Let an agent create a binding proposal from one of its existing config paths. Mint a server-owned, human-only confirmation card on the checked-out issue. Recheck the operator's target-agent permission under the proposal row lock. Execute the existing proposal transaction after card acceptance. Store an `executed` or `failed` result on the card. Render the complete lifecycle in the issue thread and attention resolver. **Alternatives considered** A new alias subsystem would duplicate proposal quotas, expiry, authorization, and binding synchronization. A text-only issue comment would not provide a governed action or an execution result. An agent-supplied card payload would permit metadata smuggling. This change uses the existing proposal transaction and a server-owned payload instead. **Roadmap alignment** This change extends the completed "Secrets Manager with per-agent access" roadmap item. It preserves scoped bindings and audited resolution. The required GitHub search found no other open duplicate issue or pull request. ## What Changed - Added safe source-config-path binding proposals and preserved user-secret ownership checks. - Added a proposal-to-interaction link and an idempotent database migration. - Minted human-only `request_confirmation` cards with server-owned `secretProposal` metadata. - Rejected agent-supplied governed metadata and agent addressees. - Rechecked `agent_config:update` authority under the proposal lock before execution. - Recorded `executed` or `failed` results and posted a failure comment when no binding was created. - Settled failed accepted proposals atomically and mirrored rejection, withdrawal, and expiry in both directions. - Emitted `secret.binding.created` for new agent binding writes. - Added a dedicated issue-thread card for pending, executed, failed, rejected, withdrawn, and expired states. - Showed only the source label, target agent, config path, skeptical justification, expiry, and safe failure code. - Replaced resolved attention-query entries immediately with the stitched server result. - Added focused server, database, UI, and state-transition tests. - Added Storybook fixtures for every review state and documented the API and agent behavior. ## Verification - `pnpm exec vitest run ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/components/AttentionInteractionResolver.test.ts` — 58 passed. - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `pnpm build-storybook` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/db check:migrations` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/secret-proposals-routes.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/agents-service-secret-bindings.test.ts` — 142 passed. - `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run src/company-secret-proposals-migration.test.ts --silent` — 1 passed. - `pnpm -r typecheck` - `pnpm test:run` — server 4,175 passed, UI 4,109 passed; the CLI AWS-doctor case passes 8/8 with runtime-injected static AWS credential variables unset. - `pnpm build` - `git diff --check origin/master...HEAD` ## Risks - Migration `0221` adds one nullable foreign key and one index. It uses idempotent guards. - The accept route performs a governed write after it records card acceptance. A failed write is visible and settles the proposal as rejected. - Concurrent proposal and card resolution must use proposal-before-interaction lock order. A race test covers direct approval against card rejection. - The new audit event increases activity rows for newly added agent bindings. It does not include secret values or fingerprints. - The card includes only safe proposal metadata. It does not include secret value, fingerprint, version, or internal secret identifiers. - The UI uses the stitched resolution result. Focused tests cover immediate cache replacement and every terminal state. > This work extends an existing completed roadmap capability. The GitHub duplicate search returned no other open related work. ## Model Used - OpenAI Codex with model ID `gpt-5`. The runtime did not expose its context-window size. Reasoning, repository tools, code execution, database integration tests, UI rendering, and GitHub tools were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-18 09:44:24 -05:00
DottaandPaperclip	10d0555189	fix(interactions): authorize resolvers consistently (#11376) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Issue interactions give agents and people a structured decision record. > - Resolver routes used different authorization rules. > - Some routes blocked valid agents, including task watchdogs with normal issue access. > - The API did not show who could resolve a pending interaction. > - This pull request gives every interaction kind one resolver policy evaluator. > - The benefit is a clear decision path with consistent governance and company isolation. ## Linked Issues or Issue Description Fixes: #8087 Refs: #7403 Related PR: #11082 proposes board-only confirmation rules. This change keeps human-only review as an explicit policy. **What happened?** Agents could create issue interactions. Some resolver routes still required board access. This left valid agent confirmations pending. Task watchdogs could see the same problem without board identity. **Expected behavior** Every interaction kind must use one resolver policy contract. The contract must support `anyone`, `not_creator`, and `human_only`. It must also apply all normal governance controls. **Steps to reproduce** 1. Create a `request_confirmation` interaction as an agent. 2. Resolve it with another authorized agent. 3. Observe the board-only denial. **Paperclip version or commit** The problem exists on `master` before this change. **Deployment mode** Local development with `pnpm dev`. ## What Changed - Add canonical policies for `anyone`, `not_creator`, and `human_only`. - Use one server evaluator for every interaction kind. - Apply named addressees, company limits, review rules, and task watchdog scope. - Charge cross-issue resolutions to the existing per-run action limit. - Return the effective resolver audience in attention and interaction data. - Show the audience, governance choices, and denial reasons in the board UI. - Add telemetry, API documents, product documents, and regression fixtures. - Add migration provenance for safe legacy behavior. - Make migration `0218` safe for complete replays and partial prior runs. ## Product Rules - An interaction records a response. It does not grant authority for the next action. - `anyone` lets any authorized issue participant respond. - `not_creator` requires a responder other than the interaction creator. - `human_only` requires an authorized person. - A named addressee, company policy, or governed action can narrow the audience. - These controls cannot widen the audience. - A task watchdog uses the same rules as an ordinary agent. - A task watchdog does not receive board authority. - An agent resolution on another issue uses the shared cross-issue action limit. - Legacy pending interactions keep their earlier restrictions. - The UI shows the effective audience and a permanent denial reason. ## Verification - `pnpm --filter @paperclipai/db check:migrations` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts` - The focused PostgreSQL test applies migration `0218` twice. - The test also completes a partial prior run and preserves existing provenance. - The latest GitHub head has 29 successful checks. - The opt-in Storybook visual check skipped as expected. - Greptile reports 5/5 with no open comments. ## Risks - New interaction writes use `anyone` by default. - Callers must select `not_creator` or `human_only` when they need stricter review. - Legacy pending interactions keep the old creator and human restrictions. - Migration `0218` fills only missing provenance fields during recovery. - Cross-issue resolutions can reach the existing action limit. - The shared evaluator affects every interaction kind. - Route, service, database, shared contract, and UI tests cover these rules. > This work matches the Agent Reviews and Approvals direction in `ROADMAP.md`. It does not duplicate a planned item. ## Model Used OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID or context window. The agent used reasoning, repository tools, shell commands, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked public issues or described the issue with the required labels - [x] I have not referenced internal Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented the risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open comments - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-16 13:46:50 -05:00
Nicky LeachandPaperclip	fdb9a4880d	fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip provides CLI commands and guidance for operators and agents > - The `pnpm paperclipai` script can pass argument values through a shell > - Shell re-parsing can execute command substitutions inside quoted values > - This pull request routes guidance through inert-argv `npx paperclipai` commands and adds regression coverage > - The benefit is safer operator guidance across documentation and runtime hints ## Linked Issues or Issue Description This pull request fixes a command-injection-class defect in Paperclip CLI guidance. **What happened?** The `pnpm paperclipai <sub> --flag "$VALUE"` form can re-parse argument values through a shell. A command substitution inside a quoted value can execute on the host. **Expected behavior** Paperclip guidance must pass CLI values as inert argument values. Host-derived values must not appear in copyable commands. **Steps to reproduce** 1. Run a Paperclip guidance command that uses the `pnpm paperclipai` script. 2. Provide a quoted value that contains a command substitution. 3. Observe that the shell can evaluate the substitution before the CLI starts. 4. Compare the result with the `npx paperclipai` form. **Paperclip version or commit** `5670984b75d109950c968542a0111ebb6967f4da` **Deployment mode** All deployment modes that show or use the affected CLI guidance. **Installation method** Built from source and installed CLI guidance. **Agent adapter(s) involved** Not adapter-specific (core bug). **Database mode** Not database-related. **Access context** Both. **Additional context** The earlier merged PR [#11343](https://github.com/paperclipai/paperclip/pull/11343) used the unsafe `pnpm exec paperclipai` form. This fresh PR replaces that guidance with the safe `npx paperclipai` form. ## What Changed - Standardize documentation and runtime hints on `npx paperclipai`. - Remove the broken `pnpm exec paperclipai` guidance. - Use a static `<host>` placeholder in private-hostname guidance. - Add regression tests for unsafe forms, continued lines, static hosts, and offline guidance. ## Verification - `git diff --check origin/master...origin/fix/paperclipai-cli-npx-safe-invocation` passes. - The branch adds `server/src/__tests__/cli-invocation-safety.test.ts` and updates private-hostname tests. - CI must run the new tests, typecheck, lint, and build checks. - Local Vitest execution was not available because this worktree has no installed Vitest binary. ## Risks - The change affects operator and agent documentation text. - The runtime hints now show `<host>` instead of a request-derived host value. - No database schema or migration changes exist. - CI will detect any missed unsafe invocation or type error. ## Model Used OpenAI GPT-5, exact model ID `gpt-5`, with tool use and code-review assistance. The model used repository inspection, Git operations, and PR preparation. ## 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] CI ran the test suites and they pass; local test execution was unavailable in this worktree - [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 addressed all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-14 22:11:16 -07:00
Nicky LeachandPaperclip	5ca7b4c1fe	fix(security): standardize paperclipai CLI guidance on safe npx path (#11343) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip provides CLI guidance to agents and operators through documentation and runtime messages. > - Content-bearing `pnpm paperclipai` examples send arguments through a shell. > - Shell evaluation can execute command substitutions in untrusted argument content. > - Runtime hostname guidance can also place request-derived content inside a shell command. > - This pull request uses `npx paperclipai` for content-bearing guidance and uses a static hostname placeholder. > - The benefit is safer copy-paste guidance for agents and operators. ## Linked Issues or Issue Description **Issue type** Incorrect information **Where is the issue?** CLI guidance in `doc/CLI.md`, `skills/paperclip/SKILL.md`, documentation, and runtime-generated hints. **What's wrong?** Content-bearing `pnpm paperclipai` commands can pass argument text through `/bin/sh`. Shell command substitution in an argument can execute before the CLI receives the value. **Suggested fix** Use `npx paperclipai` for content-bearing commands. Use a static `<host>` placeholder when runtime guidance displays the allowed-hostname command. ## What Changed - Replace content-bearing `pnpm paperclipai` examples with `npx paperclipai` across the documentation and agent-facing guidance. - Update runtime-generated CLI hints to use a static `<host>` placeholder. - Add safety notes to `doc/CLI.md` and `skills/paperclip/SKILL.md`. - Add scans and regression tests for unsafe invocation and hostile hostname headers. - Keep fixed lifecycle commands and `pnpm --filter @paperclipai/*` build commands unchanged. ## Verification - Run `tsc --noEmit` for the changed server files. - Run `cli-invocation-safety.test.ts`. - Run `private-hostname-guard.test.ts`. - Confirm that hostile hostname headers do not enter shown shell commands. - Confirm that the three commits contain the required Paperclip co-author trailer. ## Risks - This change updates documentation and diagnostic text across many surfaces. - Fixed lifecycle and setup commands remain unchanged. - The tests fail if content-bearing `pnpm paperclipai` guidance returns. - The change does not alter the CLI argument parser. ## Model Used OpenAI Codex, GPT-5, tool use, code execution, and repository review assistance. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-13 16:43:21 -07:00
DottaandPaperclip	5da382fd59	feat(skills): require explicit merge modes (#10978) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can select company skills and synchronize them to adapter runtimes > - The skill sync API replaced the complete selection without an explicit destructive choice > - Company package import also replaced conflicting skills by default > - These defaults could remove operator edits during setup and import reruns > - This pull request adds explicit assignment merge modes and safe package conflict handling > - The benefit is that reruns preserve operator work unless the caller explicitly requests replacement ## Linked Issues or Issue Description **What existing behavior does this improve?** This change improves agent skill synchronization and company package import. **Subsystem affected** This is a cross-cutting change across the shared contracts, server, CLI, and UI. **Current behavior** Agent skill synchronization replaces the full desired skill set from a modeless request. Package import replaces a conflicting skill when the caller does not select a conflict mode. **Proposed behavior** Agent skill synchronization requires `add`, `remove`, or `replace`. Package import skips conflicts by default. Each imported skill reports whether it was created, renamed, replaced, or skipped. **Reason and benefit** Setup and import reruns must preserve operator edits by default. Explicit destructive modes make data loss less likely and make each outcome inspectable. **Breaking changes** Callers of the agent skill sync API must now send `mode`. Callers that need the former behavior must send `replace`. Package import now uses `skip` when `onConflict` is absent. ## What Changed - Added required `add`, `remove`, and `replace` modes to the shared agent skill sync contract. - Added actionable `422` validation for missing or invalid modes. - Updated first-party UI and CLI callers with explicit modes. - Changed package skill conflict handling to use `skip` by default. - Kept plugin-owned and built-in stock skill imports on explicit `replace`. - Added created, renamed, replaced, and skipped results to company imports. - Added regression coverage for merge modes and package conflict outcomes. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run:serialized` (128 suites passed) - `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed) - Focused agent skill route, company skill service, portability, CLI, and UI tests passed. - GitHub CI passed build, typecheck, canary, all general and serialized test shards, all browser shards, policy, security, and final verification on commit `2cfbb3e4c5`. - Greptile reviewed the latest commit at 5/5 with zero unresolved threads. ## Risks - This change intentionally rejects modeless agent skill sync requests. - The safe package default can leave an existing skill unchanged where the old default overwrote it. - All first-party callers now select a mode. Regression tests cover each outcome. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.6-sol` through Codex. The runtime used agentic reasoning, tool use, code execution, and repository editing. The runtime did not expose the context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 00:42:08 -05:00
3 people	ded813ad6f	feat(interactions): add governed agent addressees (#10252) ... ## Thinking Path > - Paperclip is the control plane that lets humans govern companies of AI agents. > - Issue-thread interactions are the structured handoff point for confirmations, questions, suggested tasks, and other governed decisions. > - Those interactions previously assumed that only board users could resolve them, preventing one agent from explicitly addressing another agent for a response. > - Agent resolution needs company-level governance, auditable resolver identity, safe terminal-state handling, and attention routing so authorization is enforced server-side rather than inferred from UI behavior. > - This pull request adds governed agent resolution, withdrawal and terminal expiry semantics, explicit agent addressees, lifecycle reconciliation, and attention-feed filtering. > - The benefit is that agents can participate in structured decisions without weakening board control, company isolation, wake behavior, or audit invariants. ## Linked Issues or Issue Description ### Subsystem affected Issue-thread interactions across database, shared contracts, server authorization/services, adapter callbacks, agent skill guidance, API docs, and UI governance surfaces. ### Problem or motivation Structured interactions were board-only, had no explicit agent addressee, and lacked durable withdrawal/terminal-expiry semantics. That made peer-agent decisions impossible to authorize and audit safely. ### Proposed solution Persist requested/effective resolver policy and addressee identity, enforce company governance and eligible agent resolution, reconcile addressee lifecycle changes, expose withdrawal and terminal expiry, and route attention to the intended active agent with board fallback. ### Alternatives considered Implicitly authorizing the issue assignee or mentioned agents was rejected as ambiguous and difficult to audit. Using comments alone was rejected because it loses structured outcomes and continuation behavior. ### Roadmap alignment Supports the ROADMAP direction for lightweight leadership-agent communication that still resolves into governed decisions and work objects. ### Additional context Public GitHub issue/PR search found no duplicate implementation; open PR search for interaction resolver governance and agent addressees only returned this PR. ## What Changed - Add company-scoped interaction resolver governance contracts and persistence. - Add requested/effective resolver policy, resolver identity, withdrawal, and terminal-expiry behavior. - Add explicit `addresseeAgentId` validation, authorization, persistence, lifecycle reconciliation, API documentation, and skill guidance. - Route pending addressed interactions to the intended invokable agent and fall back to board attention when that agent becomes ineligible or is deleted. - Preserve sandbox callback identity fields required by governed resolution paths. - Add migrations `0193` and `0194` plus route, service, attention, adapter, CLI, and UI coverage. - Add governance state and company settings UI, including responsive mobile behavior and distinct withdrawn/expired audit presentation. ## Verification - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed, including migration numbering and safety checks. - `pnpm test:run` — feature/server and UI workspace suites passed; one unrelated CLI AWS doctor test observed injected static AWS credentials and warned instead of passing. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests passed, confirming the failure was environment-sensitive. - `pnpm build` — passed. - Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161` completed all GitHub CI jobs successfully. ## Risks - Migrations add interaction and company-governance fields; numbering is conflict-free on current `master`, additive statements are idempotent, and migration safety checks pass. - Agent authorization behavior expands beyond board-only resolution, but defaults remain board-only and coverage exercises company boundaries, resolver eligibility, lifecycle invalidation, wake behavior, withdrawal, expiry, and attention fallback. - Attention routing depends on current agent invokability; reconciliation and read-time filtering prevent stale addressees from retaining visibility or resolution authority. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using `gpt-5.6-sol` with reasoning, terminal tool use, code execution, Git/GitHub integration, and Paperclip control-plane tools. Context-window metadata was not reported by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-04 12:51:06 -05:00
Devin Foley	f0b06d2de9	feat(claude): environment-aware test-environment probe and claude-local CI coverage (#10833) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The claude_local adapter runs Claude Code on sandbox execution targets, and operators verify an agent's configuration with the test-environment probe before running it > - Real runs merge the selected environment's env vars (secret refs included) under the agent's adapter config env, but the probe built its config from the adapter config alone — so environment-level auth worked in runs while the Test button reported missing auth, and a dropped secret binding passed silently > - The claude env-test hints also did not recognize `CLAUDE_CODE_OAUTH_TOKEN` even though the CLI accepts it, and a hello probe that hit the subscription usage limit reported a hard failure although authentication worked > - Separately, the claude-local package test suites were absent from the CI project list, so two suites drifted broken without notice > - This pull request makes the probe resolve the same layered env as a real run, adds the missing auth hint, classifies usage-limit probe results as a warning, repairs the drifted suites, and turns the claude-local project on in CI > - The benefit is a Test button that tells the truth about environment-level configuration, and a test suite that actually gates the claude-local adapter ## Linked Issues or Issue Description No public issue exists; related open PRs: Refs #9488 (recognizes CLAUDE_CODE_OAUTH_TOKEN in environment checks — overlaps with the auth-hint portion of this PR via a differently named check; it does not cover the environment-envVars probe merge, the usage-limit classification, or the CI coverage), Refs #9933 (live credential validation in environment checks — complementary, no file-level conflict with the route change). The underlying problem, following the enhancement template: **Current behavior** The test-environment route builds the probe config from the agent's adapterConfig only. Real runs merge the selected environment's envVars under the agent env, so environment-level env vars (including auth such as `ANTHROPIC_API_KEY` or `CLAUDE_CODE_OAUTH_TOKEN` bound as environment secrets) work in runs while "Test environment" cannot see them, and a missing secret binding passes silently. The claude env-test hints do not recognize `CLAUDE_CODE_OAUTH_TOKEN`. A hello probe that hits the subscription usage limit reports a hard `claude_hello_probe_failed`. The claude-local package test suites do not run in CI, and two of them are stale. **Proposed behavior** The probe resolves the selected environment's envVars (environment-consumer secret bindings included) and merges them under the agent config env with the run-path precedence; missing bindings surface as an explicit error check that fails the test. The env-test emits a `claude_oauth_token_configured` info check when that variable is set. Usage-limit probe results classify as a `claude_hello_probe_usage_limited` warning because auth works and only the usage window is spent. The claude-local suites run in CI. Docs state the resulting facts. **Reason and benefit** The Test button should tell the truth: it previously contradicted run behavior for environment-level configuration and hid broken secret bindings. Enabling the package suites in CI prevents further silent drift — two suites were already broken on master without anyone noticing. **Breaking changes** None. Runs are unchanged. The probe route only adds env layers and checks; setups without environment envVars behave exactly as before. ## What Changed - `server/src/routes/agents.ts`: the test-environment route resolves the selected environment's envVars (forbidden keys stripped, environment-consumer secret context) and merges them under the agent adapterConfig env, mirroring `resolveExecutionRunAdapterConfig` precedence. Missing secret bindings are skipped, reported as an `environment_env_binding_missing` error check, and fail the test — matching the `ConfigurationIncompleteFailure` a real dispatch would raise. - `packages/adapters/claude-local/src/server/test.ts`: new `claude_oauth_token_configured` info hint between the API-key warning and the subscription fallback; hello-probe classification gains a `claude_hello_probe_usage_limited` warning for provider-quota results (previously a hard `claude_hello_probe_failed`). - `scripts/run-vitest-stable.mjs`: add `@paperclipai/adapter-claude-local` to `nonServerProjects` so CI runs the package suites. - `packages/adapters/claude-local/src/server/execute.remote.test.ts`: assert both runtime asset syncs (skills and mcp-config); the suite predated the mcp-config asset. - `packages/adapters/claude-local/src/server/test.probe.test.ts`: usage-limit fixture now expects the usage-limited warning; new fixture covers the genuine transient path (529 overloaded); new tests cover the token hint and API-key precedence. - `server/src/__tests__/agent-test-environment-routes.test.ts`: new tests for the env merge (agent wins on conflict, forbidden key filtered), missing-binding reporting, and the no-execution-target fallback path. - `docs/adapters/claude-local.md`, `docs/adapters/overview.md`: state the auth-input facts (API key or oauth token wins over stored logins; snapshot-owns-auth applies when neither is configured) and describe the environment-aware Test behavior. ## Verification - `npx vitest run --project @paperclipai/adapter-claude-local` — 131 tests pass (both drifted suites repaired; they fail on master today). - `npx vitest run server/src/__tests__/agent-test-environment-routes.test.ts` — 7 tests pass. - `node --test ./scripts/__tests__/run-vitest-stable-shard.test.mjs` — passes with the added project. - `pnpm typecheck` in `server/` and `packages/adapters/claude-local/` — clean. ## Risks - Low risk. The run path is untouched; the probe route change is additive and inert when the environment has no envVars. - The probe now performs environment-consumer secret resolution at test time; access is authorized per binding exactly as at run time, and the audit consumer is the environment (as before for adapter-config resolution). - Enabling the claude-local project in CI adds about 2 seconds of vitest wall time to the general workspaces group and could surface future regressions in that package — which is the point. ## Model Used Claude Fable 5 (`claude-fable-5`), extended thinking enabled, agentic tool use via Claude Code (CLI). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-04 10:31:14 -07:00
Devin Foley	cb52f0b750	db: env-configurable client options; parallelize attention feed queries (#10795) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The server stores all state in PostgreSQL through Drizzle and the postgres.js driver > - Self-hosted installs run Postgres on localhost, so per-query latency is near zero; hosted installs often attach Postgres over a network, sometimes through a transaction-mode pooler > - The DB client passes no options to the driver, so operators cannot disable prepared statements or tune the pool without a source edit, and the deploy docs told them to edit `client.ts` > - The attention feed also runs its related-data lookups one after another, so its latency grows as queries × network round trip > - This pull request adds optional environment configuration for the DB client and batches the independent attention-feed lookups with `Promise.all` > - The benefit is that network-attached deployments get correct pooler support and a much faster attention feed, while self-hosted behavior does not change ## Linked Issues or Issue Description No public issue exists for this; description follows the bug report template: **What happened?** On deployments where PostgreSQL is network-attached (managed providers, pooled endpoints), the attention feed endpoint is slow: `attentionService.list()` awaits ~15–20 queries strictly in sequence, so a 70ms round trip turns into more than one second of pure network wait per call. Separately, connecting through a transaction-mode pooler (pgbouncer, Supavisor port 6543, Neon `-pooler` hosts) requires disabling prepared statements, and the only documented way was to hand-edit `packages/db/src/client.ts` — which `doc/DATABASE.md` itself tells operators not to do. **Expected behavior** The DB client is configurable from the environment (prepared statements, pool size, timeouts) with driver defaults when unset, and hot read paths do not multiply network latency by issuing independent queries sequentially. **Steps to reproduce** 1. Run the server with `DATABASE_URL` pointing at a Postgres instance with ~70ms round-trip latency. 2. Open the attention feed (`GET /companies/:companyId/attention`) and measure response time — it exceeds one second even with little data. 3. Try to connect through a transaction-mode pooler: there is no supported configuration to disable prepared statements. ## What Changed - `packages/db/src/client.ts`: `createDb` accepts a `DatabaseClientOptions` argument and reads optional env config — `DATABASE_PREPARED_STATEMENTS`, `DATABASE_POOL_MAX`, `DATABASE_IDLE_TIMEOUT_SECONDS`, `DATABASE_CONNECT_TIMEOUT_SECONDS`. When nothing is set, no option is passed to the driver and behavior is identical to the previous bare `postgres(url)`. - `packages/db/src/client-options.test.ts` (new): env parsing and driver-option mapping tests, including malformed-value rejection. - `server/src/services/attention.ts`: the independent related-data lookups in each feed section now run under `Promise.all` (issue summary/image/plan-document maps, decision bundle titles, blocked-issue maps, the newer-runs scan). Section order, item assembly, and query shapes are unchanged. - `doc/DATABASE.md` and `docs/deploy/database.md`: the edit-source pooling instruction is replaced with the env toggle, plus a short client-tuning reference. ## Verification - `pnpm --filter @paperclipai/db exec vitest run src/client-options.test.ts` — 6 tests pass. - `pnpm --filter server exec vitest run src/__tests__/attention-service.test.ts` — 22 tests pass. - `pnpm --filter server exec vitest run src/__tests__/decisions-service.test.ts src/__tests__/decision-training.test.ts` — 45 tests pass; this covers the call path that runs `attentionService.list()` inside `db.transaction`, where postgres.js serializes queries on the reserved connection. - `tsc` reports no errors in the changed files. ## Risks - Low risk for self-hosted installs: with no env vars set, `postgres(url, {})` receives an empty options object, which postgres.js treats the same as no options — driver defaults throughout. - The `Promise.all` batches only group queries that had no data dependency on each other; on the transaction call path the driver still executes them one at a time on the reserved connection, so transactional semantics are unchanged. - Malformed env values now fail fast at startup with a clear message instead of being silently ignored; this is intentional and only affects operators who set the new variables. ## Model Used Claude Fable 5 (`claude-fable-5`), Anthropic — via Claude Code CLI, extended thinking enabled, tool use (test execution, live latency measurement against a network-attached Postgres to size the problem). ## 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 (searched "prepared statements", "pgbouncer", "pool", "attention feed", "lockfile" — closest matches are #10573/#10787 lockfile chores, unrelated to this change) - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-04 06:30:36 -07:00
Devin Foley	e0c2448267	feat(server): authenticate server-side git clone and fetch with a company-secret GitHub token (#10720) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Repo-only project workspaces are materialized by a server-side `git clone`, and isolated `git_worktree` runs refresh their base ref with server-side `git fetch` > - Both operations run outside the agent process with no credentials, so private GitHub repositories can never be cloned or refreshed — agent-scoped credential env bindings do not reach them > - The company secret store already has a well-known GitHub token convention (`GITHUB_TOKEN` / `GH_TOKEN` / `PAPERCLIP_GITHUB_TOKEN`, consumed by the external-object provider for API reads), but nothing server-side consults it for git > - This pull request resolves that token per run and authenticates the managed clone and every base-ref refresh with it through an ephemeral credential helper > - The benefit is that isolated workspaces work on private repositories with one company secret, while public repositories and self-hosted ambient git configuration keep working unchanged ## Linked Issues or Issue Description **Subsystem affected** Server workspace materialization (`server/src/services/heartbeat.ts`) and execution-workspace realization (`server/src/services/workspace-runtime.ts`). **Problem or motivation** A project workspace configured with only a private GitHub `repoUrl` cannot be used for isolated `git_worktree` runs: the managed `git clone` runs with a sanitized, credential-less environment, and plain git cannot consume a bare token env variable without a credential helper. There is no way to give the server a git credential — storing a `GH_TOKEN` company secret has no effect on server-side git, and a credential-less private clone hangs on a terminal prompt until the ten-minute clone timeout. Base-ref refreshes (`git fetch`) during worktree realization have the same gap. **Proposed solution** A `git-credentials` module resolves a token per run — company secret by well-known name (`GITHUB_TOKEN`, `GH_TOKEN`, `PAPERCLIP_GITHUB_TOKEN`), then `GITHUB_TOKEN`/`GH_TOKEN` in the server process environment for self-hosted deployments, then none — and builds a git invocation that authenticates via an inline credential helper. The token travels in an env variable; it never appears in argv, URLs, or on disk. Only `https://github.com` remotes are authenticated; everything else keeps ambient behavior. The provider is a single factory seam so a future brokered credential source can replace it without touching call sites. **Alternatives considered** - A GitHub OAuth "connect your account" flow: heavier product surface, needs app registration and callback custody; out of scope for a server credential and better served by a dedicated connector later. The provider seam keeps that path open. - `gh auth setup-git`: writes helper configuration to disk and requires a global token env; rejected in favor of per-invocation config with no persistent state. - Embedding the token in the clone URL: leaks into argv, error messages, and `.git/config`; rejected. ## What Changed - New `server/src/services/git-credentials.ts`: `createGitRemoteAuthProvider` (memoized per run, one secret resolution and one audit event), `buildGitAuthInvocation` (helper-reset + inline helper, `x-access-token` username, `GIT_TERMINAL_PROMPT=0`), `isGitHubHttpsRemoteUrl` host gating (rejects ssh/GHES/http/other hosts/userinfo URLs), `describeGitAuthFailure`, and the canonical `scrubGitCredentialText`. Secret resolutions pass a `system` consumer access context so they are recorded as secret access events. - `ensureManagedProjectWorkspace` (now exported) accepts an optional auth provider; the clone env spreads the token after `sanitizeRuntimeServiceBaseEnv` (which strips `PAPERCLIP_*`), always sets `GIT_TERMINAL_PROMPT=0`, distinguishes "credential rejected" from "no credential configured — add a GITHUB_TOKEN or GH_TOKEN company secret" in the error, and removes the partially created directory on clone failure so a timeout-killed clone cannot be adopted as a broken checkout by the next run. - `refreshRemoteTrackingBaseRef` (now exported) captures the remote URL it already looked up, asks the provider for an invocation, and attributes failed authenticated fetches to the credential in a scrubbed warning. The optional provider threads through `detectDefaultBranch`, `resolveAuthoritativeBaseRef`, `inspectExecutionWorkspaceBaseDrift`, `realizeExecutionWorkspace`, and `ensurePersistedExecutionWorkspaceAvailable`; heartbeat builds one provider per run for both the anchor-resolution clone path and workspace realization/restore. - `github-external-object-provider.ts` imports the shared secret-name list; `isGitHubDotCom` is exported from `github-fetch.ts`. - Docs: "Private repositories and repo-only project workspaces" section in the execution-workspaces guide, cross-linked from the secrets deploy doc. ## Verification - `cd server && npx vitest run src/__tests__/git-credentials.test.ts` — resolution chain order and precedence, env fallback, memoization, audited access context, host-gating matrix, invocation shape (token absent from argv), scrubber, failure descriptions, and a real-git `git credential fill` round trip that proves the helper executes and answers with the env-carried token (no network). - `cd server && npx vitest run src/__tests__/heartbeat-managed-clone-credentials.test.ts` — clones behave byte-identically with no provider or a null-returning provider (local repos, no network), authenticated-failure errors name the credential, non-auth failures do not mention credentials, partial clone directories are removed, pre-existing non-git directories keep the "Using it as-is" path, and the sanitizer spread order keeps the token env alive. - `cd server && npx vitest run src/__tests__/workspace-runtime.test.ts` — new `refreshRemoteTrackingBaseRef` cases: provider offered the remote URL and null keeps behavior identical; failed authenticated fetch warning names the credential; unauthenticated failure warning stays credential-free. - `pnpm --filter @paperclipai/server typecheck` is clean. - Manual (optional, networked): store a `GH_TOKEN` company secret, configure a repo-only project workspace pointing at a private GitHub repository, run an isolated-workspace issue — the managed clone succeeds and the worktree run proceeds. ## Risks - Every new parameter is optional; with no provider the git invocations are byte-identical to before. Public repos and ambient credential helpers keep working whenever no token resolves. - Precedence change when a token exists: a stored company secret now wins over ambient helpers for `https://github.com` remotes (the helper list is reset for that invocation). The rejected-credential error names the secret so an operator can fix or remove it. - `GIT_TERMINAL_PROMPT=0` on the managed clone is the one always-on change: a credential-less private clone now fails fast with a clear message instead of hanging until the ten-minute timeout (it could only ever "succeed" interactively on a TTY dev server). - The token is scoped to the git process env for one invocation; it is never written to agent env, run context, disk, or logs, and error text is scrubbed of URL userinfo. - No migrations, no image changes (git ships in the image). ## Model Used Claude Fable 5 (`claude-fable-5`, extended thinking, agentic tool use via Claude Code CLI). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-02 20:27:09 -07:00
3 people	dcac49a4fd	feat(workspaces): defer isolated setup until runtime start (#10653) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Isolated workspaces give each task a safe and reproducible checkout. > - The existing setup cloned the development database before an agent needed to run the app. > - This made worktree creation slower and heavier for tasks that never start a service. > - Runtime services already use one server start path for heartbeat, operator, and startup recovery flows. > - This pull request moves heavy setup to that start path and keeps worktree creation lean. > - The benefit is faster isolated workspace creation with the same reliable runtime setup when a service starts. ## Linked Issues or Issue Description Related pull request: #10652 covers the initial deferred database-seeding slice. This pull request supersedes it with end-to-end runtime provisioning and safe cleanup. **What existing behavior does this improve?** This improves isolated worktree creation, runtime service startup, and isolated instance cleanup. **Subsystem affected** Cross-cutting: CLI worktree setup, server runtime orchestration, shared workspace contracts, and development scripts. **Current behavior** Paperclip seeds an isolated development database during worktree creation. It can also leave an isolated instance directory after workspace teardown. This work happens even when no runtime service starts. **Proposed behavior** Paperclip creates the worktree with a lean eager setup. It runs an idempotent runtime provision command before the first managed service spawn. Concurrent starts share one provision attempt. Teardown removes the isolated instance safely. **Reason and benefit** Many agent tasks only edit and test code. They do not need a running Paperclip instance. Deferring the database seed reduces workspace startup cost while preserving automatic setup for tasks that start the app. **Breaking changes** None. The new runtime provision command is optional. Existing workspace behavior is unchanged when it is absent. ## What Changed - Split Paperclip worktree setup into a lean eager script and an idempotent runtime provision script. - Added `runtimeProvisionCommand` to project, issue, realized workspace, and persisted workspace contracts. - Added a per-workspace provision mutex before local service spawn for heartbeat, operator, and startup recovery flows. - Added a persisted `provisioning` service state and the `workspace_runtime_provision` operation phase. - Kept provision time outside the service readiness timeout and made failed attempts visible and retryable. - Reclaimed isolated instance data during safe workspace teardown. - Serialized deferred database seeding across processes and bound teardown to the instance root captured in persisted workspace metadata. - Added tests for config flow, concurrency, retry, no-op behavior, readiness timing, scripts, CLI commands, and cleanup. - Documented the eager and runtime provisioning contracts. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase exposed one environment-sensitive AWS doctor assertion because the agent runtime injects static AWS credentials) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when non-secret provider config is present'` - Focused runtime tests cover serialized provisioning, retry after stderr failure, absent-command no-op behavior, operation logging, persisted state order, and readiness timeout exclusion. - Focused CLI and cleanup tests cover concurrent seed serialization, stale-lock fail-closed behavior, persisted instance ownership, and rewritten sibling pointers. ## Risks - A faulty runtime provision script blocks service startup. Paperclip records stderr, marks the service failed, and retries on the next start. - Concurrent service requests share an in-process provision attempt, while the seed command uses an atomic filesystem lock across processes. A stale lock fails closed and requires an operator to verify no seed is running before removing it. - Isolated instance cleanup is destructive. The cleanup service validates ownership and path containment before removal. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and code execution. The service does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-02 10:37:10 -05:00