PaperClipAI

0 Fork 0

mirror of https://github.com/paperclipai/paperclip.git synced 2026-10-16 15:15:35 +02:00

Author	SHA1	Message	Date
DottaandPaperclip	417db14e7d	fix: show credential access errors in task chat (#15741 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use AI connections to run tasks for a responsible user. > - A connection can deny access when its owner has not shared it with that user. > - The task conversation hides this cause behind a collapsed failure marker. > - People need to see which connection blocked the agent and how to fix it. > - This pull request shows an expanded access error in the task conversation. > - The error names the agent and connection, and links to the agent's AI settings. ## Linked Issues or Issue Description What happened? A task could fail because its responsible user could not use the agent's AI connection. The user saw a temporary error toast and a collapsed task failure. The task did not clearly explain the access problem. Expected behavior The task should show a visible error that names the agent, the connection, and the person who lacks access. For example: "Codie is configured to use Dotta's API Key, but you don't have access to that credential." It should offer a link to change the AI connection. Steps to reproduce 1. Configure an agent with a personal AI connection. 2. Start a task for a user who cannot use that connection. 3. Open the task after the run fails. 4. Check that the access error stays visible and links to AI settings. Refs #15714. That change classifies expected connection-sharing denials. This change makes the same failure clear in task chat. ## What Changed - Keep the connection display name in private error metadata when a sharing check denies access. - Store a private grant reference for the name visibility check. Use one rule for task summaries and full run responses. Show the name to the affected user and the connection sharing audience. Other task readers see a generic label. Strip grant IDs from public run responses. - Show an expanded error card for native and legacy task runs. Use "you" only when the viewer is the responsible user. - Link to AI settings and the failed run. Preserve names on resumed native runs. Hide the old error after a newer successful attempt. - Add full task-page Storybook examples, focused tests, and design guidance. ## Verification - Passed 249 focused tests for task chat, error text, private error metadata, and the real database run summary. These include resumed native runs and viewer access rules. - Passed all UI token gates on the rebased branch. - Checked the production task page in Storybook. Verified the viewer's error, another user's error, mobile layout, and a newer successful attempt. - Passed `pnpm -r typecheck` and `pnpm build` in a clean checkout with Node 24 and the pinned pnpm version. Passed the final server typecheck after the response filter changes. - Passed the real database route regression for the connection owner, affected user, and another task reader. Passed the registered secret redaction tests. - The local route checks needed `--testTimeout 60000` for cold imports. A broader local route run hit cold-import timeouts and an old fixture assertion that is now fixed. The duplicate local `pnpm test:run` aggregate was stopped to free resources. The full suite passed in CI with the normal timeouts. - Passed the full [final-commit CI workflow](https://github.com/paperclipai/paperclip/actions/runs/37996148342), including all server, UI, runner, browser, typecheck, build, and canary packaging gates. All 54 executed checks passed; two Storybook jobs were skipped. Greptile reviewed the final commit at 5/5 with no remaining findings, and every review thread is resolved. - Review the Storybook group `Task / Credential access` for the notice and full task-page examples. ## Risks - Only the allowed connection display name enters the compact run summary. Credential secrets, grant IDs, and arbitrary error details do not enter it. - Existing runs can lack the connection name. They show a clear fallback message. - The notice uses the existing task-run relevance rules. A newer attempt or a completed task hides the old failure. - No schema migration or API permission change is required. ## Model Used OpenAI GPT-6 through Codex, with tool execution and browser verification. The exact serving variant and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 17:06:54 -05:00
DottaandPaperclip	26d71d8def	Fix human author identity and viewer-relative alignment in task chat (#15494 ) Preserve human author identity in task chat and align only the current viewer on the right. Show other humans and agents on the left with their own identity. Include mixed-author Storybook journeys and regression coverage. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-09 17:04:20 -05:00
DottaandPaperclip	ed2c22ea8c	feat(connections): simplify dedicated GitHub App setup (#15416 ) ## Thinking Path > - Paperclip manages agent work and the tools each agent can use. > - GitHub bots need their own App identity and restricted repository access. > - Manual App configuration and repeated setup gates make that connection hard to finish. > - GitHub can create an App from a manifest, but people must approve creation and repository access. > - Each Paperclip stack should own configuration, credentials, signature verification, and task admission. > - This change uses Cloud as an encrypted callback and event gateway, then completes setup in the stack. > - GitHub review bots have their own experimental setting. Chat connector opt-in does not control them. ## Linked Issues or Issue Description What existing behavior does this improve? Dedicated GitHub App setup, bot settings, and task-scoped GitHub replies. Current behavior Users must configure an App, copy credentials, repeat repository selection, and complete manual verification gates. Review settings are hard to scan. Mentions in descriptions can be missed, and automatic completion text can produce an extra GitHub comment. Proposed behavior Choose an agent and connect GitHub under a personal account or organization. GitHub asks for creation and installation consent. Paperclip resumes the same draft, stores secrets locally, imports access, verifies delivery, and opens Settings. Each accepted request has one editable App-owned comment for progress and results. Review assessments produce deterministic checks for the reviewed commit. Breaking changes GitHub bots require their own default-off experimental opt-in. The setup-method and delegated-agent screens are removed. Per-person automatic-run flags remain readable but are replaced by author filters. Existing connections, direct webhooks, saved restrictions, and manual existing-App recovery remain supported. Companion gateway: https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The roadmap and related PRs were checked; no duplicate dedicated-App wizard was found. ## What Changed - Add an independent GitHub review bots setting across the catalog, routes, identity admission, and task controls. Existing bots continue running when the UI setting is off. - Replace setup with Choose agent and Connect GitHub. Support personal and organization owners, inline low-trust conversion, saved drafts, known organization suggestions, automatic completion, and same-App recovery. - Keep manifests, OAuth PKCE, credential exchange, vault storage, installation verification, and original webhook-signature validation in the stack. Use the Cloud sealed gateway for public callbacks and outbound local delivery. - Add resumable owner metadata in migration 0323. Retry a failed registration renewal through the same durable replacement rather than creating another App route. - Support authorized mentions in issue and PR bodies, comments, inline comments, and review summaries. Preserve attachments, edited-source identity, duplicate protection, and lifecycle invalidation. Filter requests explicitly addressed to another connected bot. - Give agents task-scoped review, comment, and update tools. Update one working comment through progress and final output. Close coalesced requests and recover delayed acknowledgements, including deleted earlier working comments. Preserve automatic replies for legacy connections without saved review configuration. Preserve partial publication evidence and quarantine uncertain automatic fallbacks without blocking Board messages or questions. - Reorganize Settings and Access with rich slash-skill instructions, numeric passing scores, clear automation controls, formal-review tooltips, member and contributor sections, and verified App branding links. Preserve invalid score drafts and automation choices across tabs. - Paginate repositories in 20-row batches with search and a true connection-wide toggle. Batch verification at GitHub's 500-ID token limit. Keep saved repository overrides while hiding their editor. - Give each review a detail URL that remains usable beyond the newest 100 records. Synchronize the manager OpenAPI contracts and add recovery, authorization, UI, and browser regressions. - Reconcile the current master branch and retain its agent avatar, feature catalog, and extracted heartbeat preparation code. Preserve a saved test-drive port and recover from an occupied high port. ## Verification - Focused UI, independent experimental-setting, and CLI tests: 199 passed. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` passed. The broad local Vitest attempt was interrupted after resource timeouts and stale expectations; the affected regressions passed focused reruns. The latest-head full CI matrix passed, including all browser shards, server/chat suites, builds, typechecking, canary packaging, and Docker context integrity. A Docker Hub 429 required a CI retry; it passed without changing the code. - Final review repairs: 127 attachment/event tests and server typecheck passed. All 13 final integration regressions passed under the normal CI timeout, covering legacy reply compatibility, deleted coalesced comments, inline-only review completion, progress edits, and native final recovery. Restart-safe description/review attachments passed the attachment suite. - Final regressions: four reply/lifecycle tests, both native GitHub wait tests, 171 feature-gate/reply-contract tests, the routed review preview, and five scheduler/reply regressions passed. The final fixture repair also passed all six setup-continuation cases and all three complete chat-test shards in CI, covering terminal receipts and retries under the normal CI timeout. One loaded-host receipt run exceeded its local timeout; the exact case passed in an isolated rerun and the complete CI shard. - GitHub integration tests cover personal and organization setup, retry recovery, edited mentions, attachment provenance, coalesced requests, delayed acknowledgements, partial review writes, old review URLs, and company boundaries. - Browser qualification: both GitHub journeys, all five provider setup/management journeys, and the GitHub uncertain-send recovery journey passed. GitHub setup, reconnect, and task replies run with chat disabled; chat enabled alone cannot expose GitHub bots. The disposable qualification database was removed after testing. - Earlier live qualification verified App-owned issue replies, native slash-skill invocation, progress comment edits, and a 5/5 PR review with a passing current-head check in the dedicated permissions-smoke repository. These live checks did not use personal credentials as bot execution authority. ## Risks - Deploy the merged Cloud gateway protocol before the stack update. Each callback and encrypted event must retain the original instance and tenant binding. - Migration 0323 uses idempotent column additions for test installations that already applied the earlier draft migration number. - A verified connection does not prove runtime isolation or a completed review. Runtime checks remain separate. - Required merge checks must be configured in GitHub. A passing numeric score does not formally approve a PR; approval and request-changes tools remain opt-in. - Existing-App credentials cannot silently renew an uncertain manifest exchange. Recovery preserves the existing App, draft, connection, and agent. - Repository changes save immediately. Global toggles affect all currently available repositories, including unloaded rows, without granting new installation access. - A failed or uncertain tool write suppresses automatic fallback text; the governed outbox retains its evidence. Deleted or replaced response comments are not recreated through a personal credential fallback. - GitHub logo upload remains an optional human action in GitHub App settings. Runtime provisioning, delegated setup, screenshot publication, and production push delivery remain deferred. ## Model Used OpenAI Codex, based on GPT-6, with tool use and code execution. The exact runtime model identifier and context size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub references) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites; complete test matrix is checked in CI) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 17:01:20 -05:00
DottaandPaperclip	5cf90417d6	fix(ui): confirm cancellation from monitor cards (#15735 ) ## Thinking Path > - Paperclip helps people manage AI agents and their tasks. > - A task monitor schedules a later agent check. > - The monitor card shows when that check will run. > - The card has no direct control to cancel the monitor. > - This change adds an X button and a confirmation dialog. > - The operator can stop the scheduled check from the card. ## Linked Issues or Issue Description What existing behavior does this improve? The monitor card on the task page. Current behavior The operator must open task properties to clear a monitor. Proposed behavior Select the X in the top right of the card. Select Keep monitor to leave the schedule in place. Select Cancel monitor to remove the scheduled check. Reason and benefit The operator can cancel the monitor where its schedule is shown. Confirmation helps prevent an accidental cancellation. Breaking changes None. The change uses the existing task update API. ## What Changed - Add an accessible X button at the top right of the monitor card. - Confirm cancellation before the task update. - Keep the dialog open with an error if the update fails. - Preserve the other execution policy settings and refresh the task after success. - Reject stale policy writes under the task row lock with an optional expectedExecutionPolicy snapshot. - Document the snapshot field and add a database test for stale cancellation. - Restrict snapshot requests to policy-only edits before execution-control actions. - Add seven route tests for rejected mixed requests and absent policy updates. - Keep automatic retry waits separate from monitor cancellation. - Add component and task page tests. ## Verification - `pnpm check:token-gates` passed. - Monitor banner and task page tests passed: 199 tests. A targeted database test and seven route tests also passed. - UI typecheck and production build passed. - Open a task with a scheduled monitor. Select X, then Keep monitor. The schedule must remain. - Select X, then Cancel monitor. The card must disappear after the update. - Local full build reached the Rust runner build but could not complete because Cargo is absent. CI must verify the full build. - Full repository typecheck, build, test suites, and E2E checks passed in CI for the final commit. Local full checks were limited by missing Cargo and workspace memory. ## Risks - Low risk. Cancellation uses the existing company access checks and activity log. - A cancelled monitor no longer wakes the agent. The dialog explains this effect. ## Model Used OpenAI Codex, GPT-6. The runtime does not expose a more specific model ID or context window size. Used code editing, shell commands, and tests. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 16:38:04 -05:00
DottaandPaperclip	b6b3cb3761	Fix unavailable workspace branches with an inline repair and retry (#15726 ) ## Thinking Path > - Paperclip manages AI agents and their work. > - Isolated workspaces must resolve a starting Git ref before an agent starts. > - A task can explicitly select a branch that the repository does not have. > - The current recovery notice calls this a missing secret and offers no branch repair. > - This pull request explains the branch failure and adds a task-scoped repair action. > - Operators can correct the branch and request a guarded retry from the task thread. ## Linked Issues or Issue Description Related: Refs #11892 added unresolved-ref recovery. Refs #15719 added bounded failure diagnostics. This change uses that recovery path and adds its operator repair UI. What happened? A task that selects `main` in a repository with only `master` stops before the adapter starts. The task shows a missing-secret message and a generic retry. Repeating the run cannot fix the stored branch setting. Expected behavior Explain that the starting ref could not be resolved. Offer a verified repository default, or let the operator enter a branch. Save only the task's starting branch and retry its recorded owner through the existing admission gates. Steps to reproduce 1. Create an isolated-workspace task in a repository with `master` and no `main`. 2. Set the task's base ref to `main` and assign an agent. 3. Wait for the configuration failure. 4. Use the inline branch repair and confirm the agent completes in a worktree based on `master`. ## What Changed - Replace the missing-secret diagnosis for unresolved workspace refs. Keep uncertain fetch/access failures described as uncertain. - Read the remote's advertised default branch with the existing Git credentials and a bounded timeout. Do not guess or silently change the branch. - Add an atomic branch repair to the existing recovery resolution endpoint. Check company access, board runtime permission, incident identity, current owner, task/project state, dependencies, interactions, approvals, budget, and active execution before requesting a retry. - Preserve the effective inherited workspace setup when saving the task branch override, and attach one repair notice per failed run even when the incident is reused. - Bind the shared repair card to the exact recovery notice and failed run in both task-thread renderers. Validate branch syntax and prevent duplicate submissions. - Add Storybook examples, regression tests, and a documented local acceptance fixture with a real Git repository and process adapter. ## Verification - Red/green regressions cover the repair endpoint and preservation of inherited agent setup. The regression failed before each fix and passed afterward. - Focused integration suite: 162 tests passed; task-thread/card suite: 230 passed. After review refinements, all 13 repair-route tests, 10 card tests, 77 recovery-action tests, and the repeated-failure heartbeat regression passed locally. - Real browser acceptance passed for suggested-branch and custom-entry repairs. Invalid syntax left the task blocked. Both valid repairs ran the authenticated worker in a real isolated worktree and reached Done; reload preserved the result. - Repeated failures reused the recovery incident and retained an actionable notice on the latest run. The inherited-setup journey verified the provisioned file, agent branch template, worktree parent directory, and actual Git commit before completing. [Before/after screenshots](https://github.com/paperclipai/paperclip/pull/15726#issuecomment-6088734666). - Full local typecheck and build passed; server typecheck passed again after review fixes. Token gates passed. - The monolithic local Vitest run was stopped after resource-contention timeouts and stale assertions. Targeted regressions were rerun; the full CI matrix passed on final revision `26c543ff490bec29ddc77a49ee532c7f84fb96dc`. One signoff E2E worker-cancellation failure passed on a rerun without code changes. The two opt-in Storybook workflow jobs were skipped; the Storybook journey was checked manually. - Repeat the live journey with `tests/e2e/workspace-base-ref/README.md`. Storybook examples use simulated callbacks and are not the live acceptance proof. ## Risks - Default-branch discovery can add up to 10 seconds to an unresolved-ref failure. Lookup failure leaves manual entry available. - A valid branch name can still be absent or inaccessible. The retried workspace preparation remains authoritative and can block again with new evidence. - Retry remains subject to normal admission gates. The repair changes only the task override; it does not alter project or agent defaults. - No database migration or new dependency. ## Model Used OpenAI GPT-6 through Codex, with tool execution, repository analysis, and browser testing. The exact serving variant and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 15:56:14 -05:00
Devin FoleyandPaperclip	98e3cec78e	feat(costs): report monthly subscriptions beside API spend (#15634 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its Costs page reports API charges and subscription token usage. > - Subscription runs do not show the recurring fee paid for the account. > - Several agents can share one paid seat, so a fee per agent would overstate cost. > - This pull request identifies connected subscription accounts and reports each monthly fee once. > - Users can compare API spend and subscription costs, see uncertainty, and enter their actual price. ## Linked Issues or Issue Description Refs #498 and #3406 for related subscription reporting needs. This change does not add subscription budget enforcement or automatic optimization. Related prior approaches: #10544 and #11104 proposed API-equivalent token costs for subscription work. This PR reports recurring account fees separately from usage charges and budgets. A search found no open PR for monthly account fee reporting. Subsystem affected Costs, managed AI connections, shared contracts, database schema, and board UI. Problem or motivation An organization can pay for subscriptions even when included runs record no additional dollar charge. The Costs page cannot show that monthly commitment or distinguish a shared paid seat from several separate seats. Proposed solution Discover account identity from the managed connection selected for a run. Use exact known plans for labeled monthly list-price estimates. Keep ambiguous plans and unconfirmed identities unpriced until the user supplies a price. Sum current monthly fees separately from date-filtered API charges and token usage. Alternatives considered A fee per agent double-counts shared accounts. Token-based API price estimates do not measure the recurring subscription fee. Provider invoices would be more exact but are not available through these account credentials. Roadmap alignment Extends the shipped Better Budgeting and Personal & Shared AI Accounts capabilities. The feature and UI were reviewed with the maintainer before this PR. ## What Changed - Add company-scoped subscription accounts, connection bindings, and immutable price revisions in replay-safe migration 0322. - Identify OpenAI workspace/seat and Claude organization/account pairs only after provider authentication. Keep provisional records grant-scoped; unchecked ID-token claims cannot combine accounts or grant billing editors. Keep credentials and raw provider identities out of reports. - Attach the selected subscription to new run receipts. Resolve duplicate aliases without rewriting old monetary receipts. - Add cached background discovery with four provider checks and twenty discovery requests at a time. Accepted requests wait for capacity; excess requests receive HTTP 429 and a UI retry action. Preserve saved prices and observations when a provider check fails. Dashboard polls load current prices only; audit revisions stay in the database. - Support owner-controlled monthly or annual prices, fractional-cent precision, separate currency totals, tracking status, and duplicate linking. Preserve both personal owners and shared-account managers when discovery finds the same paid seat. - Show API spend beside monthly subscription commitment, with separate token totals and clear estimate labels. Account details and fee totals follow billing-owner/shared-audience visibility; company-wide token totals remain available to cost readers. - Use consistent amount and estimate badge formatting for agent, user, project, and model rows. - Add real PostgreSQL tests, route authorization tests, UI tests, interactive Storybook fixtures, and operator documentation. ## Verification - Current head `d7b5c78dadf5033a3c447d83434676ac94687e77` passed all 53 checks, with two checks skipped. This includes the full test matrix, browser tests, build, typecheck, migration policy, canary packaging, and security checks. - Greptile Apex reviewed that exact head at 5/5 with no unresolved findings. - Local `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, migration safety checks, and `git diff --check` passed. - All 238 focused tests passed across accounting, subscription persistence, authorization, UI, migration replay, and snapshot drift. - The expanded local chat suite passed 1,149 tests. Two cases failed because this workspace found an unrelated ancestor skill directory; both passed unchanged in an isolated checkout. The full local Vitest command was not repeated after the rebase because of this environment issue. CI covered the complete test matrix on the final head. - Migration `0322_reflective_kree.sql` follows master's `0321_acoustic_human_fly.sql`. Its snapshot and journal were regenerated. Master's migration and snapshot are unchanged. The subscription SQL retains its original content and hash. - Disposable PostgreSQL upgrade fixtures applied master's added lifecycle and Slack migrations without changing saved subscription prices or cost receipts. The renamed subscription migration was recognized by hash, retained one history row, and a second migration run was a no-op. - Regression tests cover provider capacity, fractional-cent edits, billing visibility after grant revocation, and fixed-price/credit/unknown usage. The new UI billing-label tests fail against the old wording and pass with the fix. - Browser checks passed for desktop and mobile layouts, shared-account totals, annual price edits, unknown prices, and stale provider data. - A live OpenAI account probe returned HTTP 200 and a verified Pro account identity. The generic Pro plan correctly remains unpriced. - Live Claude discovery identified Max 20x and a $200/month estimate. Two real Claude agent runs were attributed to that same account, with two usage receipts, two agents, one monthly fee, and zero additional usage charges. Two OpenAI connections also deduplicated to one account. - Live Codex execution is not verified: both Paperclip's managed hello test and a direct host `codex exec` fail with a workspace-routing authentication error. The current credential passes the usage API probe. This is separate from the successful account-discovery check. - A local performance fixture with 50,000 usage events and 5,001 saved price revisions produced a 1,589-byte report in 11.5 ms median / 12.2 ms maximum over ten warmed runs. PostgreSQL used the subscription/revision index to read one current price row. These are local measurements, not a production latency guarantee. - [Desktop, account details, and mobile screenshots](https://pages.paperclip.ing/pr-15634-subscription-costs-d5d285e2/) show the production Costs page with synthetic Storybook fixtures. - To inspect the UI, run `pnpm storybook` and open Costs / Subscriptions. Edits there change fixture data only. ## Risks - Provider plan identifiers can change. Unknown plans remain unpriced. Automatic prices are estimates before tax; discounts and negotiated prices require a user-supplied amount. - Subscription fees describe the current monthly commitment. They do not follow the selected usage date range and do not consume agent budgets or create finance events. - Monthly fees cover only accounts visible to the viewer; company-wide token totals retain their existing scope. - Legacy or unmanaged usage can remain unattributed. Unconfirmed identities require manual prices and may need explicit duplicate linking after credential changes. - Disconnecting a connection does not prove provider billing stopped. Users must end or exclude tracking explicitly. - Migration 0322 adds tables, a nullable cost-event column, and an index. It is replay-safe, but normal migration locks still apply. ## Model Used OpenAI Codex, based on GPT-6. This session did not expose a more specific backend model ID or context-window size. Capabilities used: code editing, shell execution, database tests, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 13:38:01 -07:00
DottaandPaperclip	cb291bf129	Fix Dot Cloud invitation and anonymous consent setup (#15722 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Dot joins through a public MCP connection and the Runner task system. > - A new hire must connect before its lifecycle can become ready. > - The invite UI treated the hire's temporary paused status as a manual pause. > - Anonymous Cloud consent also reloaded after protected background probes returned 401. > - This pull request fixes both gates without changing server access checks. > - The benefit is that a new Dot can complete Cloud setup and the UI waits for actual readiness. ## Linked Issues or Issue Description Related merged work: #15691 and #15581. I searched open Dot PR and issue titles. I found no duplicate. What happened? A new Dot invite displayed “Resume this agent before connecting Dot.” The hire was preparing or verifying. The anonymous Cloud consent page remained on “Loading connection request…” because background tenant-session failures caused repeated document reloads. Expected behavior The invite must issue a setup prompt when the server permits connection setup. Public Dot consent must load without a board session. The Done button must wait for both the binding and agent lifecycle to become ready. Steps to reproduce 1. Enable Dot, Assistant connections (MCP), and the native Runner on a Cloud test tenant. 2. Choose New Agent, Invite an external agent, then Dot. 3. Observe the false resume gate on the new hire. 4. Open the plugin's public Dot consent page in a browser without a tenant board session. 5. Observe the loading loop after a protected background probe returns `tenant_session_required`. Paperclip version or commit Reproduced on `556daf9a99e8674f9c4a1c38ac20ae9adafdd417`. Deployment mode Cloud staging with a managed Daytona Runner. No production tenant changes. ## What Changed - Return lifecycle state and connection setup authority in the operator Dot binding response. - Use that authority to prepare prompts during hire preparation and verification. - Continue polling after event readiness until the agent lifecycle is ready. - Keep expected tenant-session failures from reloading an exact public Dot consent route. - Classify Dot consent as a global route. Retain board session and archived-stack recovery. - Add regression tests and update the Dot deployment documentation. ## Verification - Before the fix, regression tests reproduced the false pairing gate and anonymous consent reload. - After the fix, 34 Dot invitation tests and 51 public consent/API/route tests passed before rebasing. - Full workspace typecheck, full build, final UI typecheck, and design token gates passed locally. All current-head CI gates are green, including full tests and browser E2E. - The final UI regression run passed 80 tests. The broad local test run has reported failures in unchanged chat, OAuth-tool-access, and native-resume suites while running alongside other development instances; the equivalent isolated CI lanes passed. The broad local run was stopped after these failures to release local resources; it is not claimed as passing. - Live Cloud qualification passed OAuth discovery, the approved agent grant, ChatGPT account handoff, a signed event subscription, and the inbox readiness challenge. The agent became ready and normal scheduling launched the managed Runner. A real Dot accepted the task, read its context, wrote and verified a document, posted a comment, and completed through paperclip_finish and paperclip_dot_finish. The task persisted as Done after reload, and the successful turn's sandbox was destroyed with a successful cleanup receipt. - Restarting the existing Dot refreshed its newly installed plugin actions. The first Daytona allocation remained creating and hit the acquisition deadline; a bounded normal retry acquired a sandbox and launched through authenticated provider ingress. The earlier allocation still rejects deletion while creating (HTTP 409), so its failed-run cleanup remains pending. - After deployment, use a real Dot to open the consent page without board credentials, pair, confirm task events, and finish an assigned task through the managed Runner. ## Risks The operator binding response has two new required fields. Server and UI must deploy together. The recovery exception only applies to a valid Dot consent pathname and tenant-session 401 responses. It does not expose protected APIs or suppress archived-stack recovery. No schema migration or agent permission change is required. ## Model Used OpenAI GPT-6 through Codex. Used reasoning, repository tools, test execution, and browser control. The runtime does not expose a more specific model ID or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 15:19:33 -05:00
Nicky LeachandPaperclip	5badea4798	Use the agent lifecycle contract for plugin setup and status (#15391 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Some plugins must prepare resources before an agent can work. > - Those resources must stop or be removed when the agent pauses or terminates. > - The agent lifecycle module now owns these steps and their durable completion. > - Plugins use its required callback contract instead of a separate readiness query. > - This PR documents that contract and shows its progress and retry action on the agent page. ## Linked Issues or Issue Description Refs: #15631 Subsystem affected Required plugin lifecycle work and the agent detail page. Problem or motivation The lifecycle module exposes `onAgentLifecycle` and `agents.lifecycle.manage`, but the plugin authoring guide does not explain their use. The agent page displays legacy status. Setup therefore looks paused and offers Resume. Termination leaves the page before resource cleanup completes. Proposed solution Use the callback, admission guards, persisted state, and retry route supplied by the lifecycle module. Show pending phases and fixed host errors. Keep the detail page open during incomplete termination. Use lifecycle state for pause and resume controls. Alternatives considered A separate plugin readiness query would duplicate the module's state and admission rules. The final diff contains no readiness API, database commit hooks, or second admission check. ## What Changed - Document the manifest declaration, callback results, phase ordering, capability scope, retry behavior, and provider revision requirements. - Correct SDK comments for lifecycle, routing, and external object callbacks. - Show preparation, verification, pause, resume, termination, and cleanup progress from the existing agent fields. - Refresh pending steps every two seconds and other states every thirty seconds. Keep these reads separate from the agent record used by editable forms. Use the existing authorized retry route for failed steps. - Offer Pause during setup. Disable pause and resume while stop or cleanup is incomplete. Keep cleanup failures reachable on the detail page. Disable new work after termination starts. - Test required resource work across setup, pause, resume, and confirmed deletion. Test every worker callback phase, missing handlers, retry authorization, and UI behavior. ## Verification - Focused UI tests: 139 passed across lifecycle status, action buttons, API tests, and the configuration form. A regression preserves unsaved edits during an in-flight lifecycle refresh and a failed refresh. - Focused host and shared tests: 113 passed across lifecycle integration, retry authorization, plugin RPC, and manifest validation. The database suite used isolated local PostgreSQL 18 through a temporary loader outside the repository. - Module boundary tests: 11 passed. Module import/write checks and UI token gates passed. - Plugin SDK build, server direct TypeScript check, and UI TypeScript check passed. - `git diff --check` and an added-line secrets/private-reference scan passed. Fixtures use synthetic identities. - Full `pnpm -r typecheck` and `pnpm build` passed using the existing local Rust toolchain. - Visually checked all six progress phases with the application components and styles. Captured preparation and cleanup failure screenshots from the production UI build with synthetic API data; artifacts are kept outside git. - Full local `pnpm test:run` was attempted and stopped after a native-runner failure reproduced in isolation: `native-session-resume.test.ts` / `archives a damaged prior epoch before completing guarded same-task replacement with real runnerd` returns a failed Codex fixture result instead of success. The native-runtime and runner trees are unchanged from the base. No full local test pass is claimed. - All latest-head CI checks passed, including test shards, verification, E2E, and the canary packaging check. Greptile reviewed commit `96473e03a` at 5/5 with no unresolved comments. ## Risks - Selected required plugins remain a dependency for lifecycle completion. The lifecycle module retains their requirements when a plugin is disabled or removed. - Plugins must make repeated provider operations safe and fence older revisions. Host revision checks do not cancel external requests. - Polling adds one agent-detail read every two seconds during pending work and every thirty seconds otherwise. - No schema change, private VM provider implementation, resource backfill, or deployment is included. No live provider test was run. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code editing, and command execution. The exact model revision and context window were not reported by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run focused tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no unresolved comments - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 11:15:24 -07:00
DottaandPaperclip	556daf9a99	feat(dot): run cloud assignments in managed sandboxes (#15691 ) ## Thinking Path > - Paperclip manages agents and governs their work. > - The Runner owns execution and task authority. > - Dot executes at OpenAI and uses Paperclip through MCP. > - Dot previously required a self-hosted controller. > - Cloud must admit Dot work in a managed sandbox and keep protocol traffic in the tenant. > - This pull request adds managed Dot execution and dedicated pairing routes. > - The same Runner path can later host sandboxed workspace tools. ## Linked Issues or Issue Description Agent or provider OpenAI Dot, through the existing dedicated MCP adapter. Related changes: #15402, #15414, and #15581. Why this adapter is useful Cloud users need to assign work to Dot and let Dot request work while idle. Neither path should execute agent commands on the control-plane host or require an idle sandbox. How the agent is invoked The tenant serves OAuth, signed mailbox events, and scoped tools. Normal admission creates a managed sandbox for each assignment. A verified Rust Runner owns that assignment and relays its tools and results. ## What Changed - Enable the external-agent invitation in Cloud behind the standalone Dot flag. - Launch Dot through the existing managed process launcher and authenticated PRP transport. - Verify the artifact digest and Dot capability before dispatch. Read provider checkpoints from the execution target for recovery. - Reject local execution in Cloud and reject managed workspace access for this release. - Add dedicated public Dot pairing aliases. Preserve the personal assistant consent paths. - Keep Dot events in the tenant when a personal Cloud broker is configured. - Use the app-configured heartbeat for Dot-initiated work. Report terminal admission failures and fence stranded offers before new admission. - Offer normal comments through the active assignment's mailbox. Keep their wakes deferred until a successful history receipt contains the exact IDs; preserve unread comments through finish, batching and recovery without replaying consumed input. - Require a sandbox process fingerprint before dispatch and allow a bounded five-minute controller reconnect gap. Preserve remote process birth without inspecting a colliding controller PID. - Recognize authenticated remote shutdown receipts even without an OS exit code. - Document dedicated pairing aliases and teach route coverage to inspect literal path arrays. - Add opt-in private Daytona qualification and focused contract tests. ## Verification - Workspace typecheck, production build, and UI token gates passed. - Focused onboarding, OAuth, managed environment, artifact metadata, and terminal-fence tests passed. One environment-test timeout passed on an isolated repeat. - A private Daytona fixture passed with the real Rust Runner, signed readiness, assigned app tools, document writes, duplicate receipts, authority fences, completion, and sandbox deletion. - A real OpenAI Dot completed both an operator-assigned task and a Dot-initiated task in managed Daytona sandboxes. Both leases were released. - A real accepted Dot assignment survived a controller gap longer than one minute with the same sandbox process, Runner, session, and assignment. Dot consumed the normal task-comment follow-up and completed exactly once; the lease was released. - A real cancellation fenced an accepted assignment, released its lease, and received Dot's acknowledgement without claiming a global provider stop. - Final local checks: 74 Dot execution, OAuth onboarding and API contract tests after integrating the current agent-lifecycle changes, 9 real Rust driver tests, 21 remote-runtime tests plus the 3 detached-process cleanup tests, and 17 lifecycle tests passed. The final live Daytona fixture passed and deleted its sandbox. - A final real Dot follow-up stayed pending until its exact comment appeared in a successful history receipt. Dot completed the original managed assignment once; its lease was released. - The broad local suite crossed a rebase and was stopped; its failures are not a qualification of this final source. Focused repeats passed. The final head passed all CI gates: workspace types, build, general and serialized test suites, Rust and Runner verification, all browser shards, and the canary dry run. Greptile is 5/5 with both findings resolved. ## Risks - Deploy the tenant app with its current Linux Runner artifact and the corresponding front-door protocol routes together. - This branch has not been deployed to a Cloud tenant. A deployed tenant still needs an OAuth and assignment smoke test. - Dot provider usage and cost are unmetered. Revocation fences Paperclip tools and does not prove a global OpenAI stop. - Missing or changed recovery identity fails closed. No replacement Dot thread is invented. - No schema migration is added. Managed Dot workspace access remains unavailable. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution, and browser testing. The exact runtime 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 and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 12:58:35 -05:00
Dotta	41fec8c892	fix: show notification actors and avatars, and hide self-actions (#15695 ) ## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Task notifications tell people who changed a task. > - The authenticated event stream removed the actor ID and type. > - The UI then showed “Someone” and could not hide the viewer's own actions. > - Toasts also had no field or renderer for an actor avatar. > - This pull request keeps authorized actor identity and shows the existing person or agent avatar. ## Linked Issues or Issue Description What happened? Authenticated task notifications showed “Someone.” A person's own actions could produce notifications. Toasts showed a colored dot instead of the actor's avatar. Expected behavior Show the actor's name and avatar. Hide notifications for the viewer's own task actions. Steps to reproduce 1. Sign in to an authenticated instance. 2. View a page other than the task being changed. 3. Create or update a task, or add a comment. 4. Observe the generic name and the notification for your own action. ## What Changed - Keep actor IDs and types after the existing task access check. - Read only the actor's name, photo, or agent appearance from company-scoped records. Do not forward task details or comments. - Supply names and avatars even when the browser has no cached directory. - Carry actor data through the toast provider. Use the existing person and agent avatar components. - Identify the local trusted viewer so that self-actions are also hidden there. - Add tests for authenticated event delivery, hidden tasks, private details, self-actions, names, agent appearance, and avatar rendering. ## Verification - Passed: 71 UI tests across LiveUpdatesProvider, ToastContext, and ToastViewport. - Passed: 11 server tests across live-events-toast and live-events-ws. The added tests assert the actual SQL filters and bound company, actor, and active-membership values. - Passed: UI typecheck (`cd ui && ../node_modules/.bin/tsc -b`). - Passed: UI production build (`cd ui && node_modules/.bin/vite build`). - Passed: `pnpm check:token-gates` and `git diff --check`. - The full `pnpm -r typecheck` and `pnpm build` could not complete because this environment has no Rust `cargo` executable. - The full `pnpm test:run` did not complete. Broad validation exceeded the 4 GB sandbox memory limit. The full test run was stopped; the focused tests were then run successfully. - Manual review: use two signed-in people, make task changes from each, and confirm only the other person's toast appears. Repeat with an agent and check its avatar. ### Avatar screenshots Production toast components with sample identities. These isolated browser renders cover the person image and the agent custom avatar in both themes. ![Person and agent notification avatars in light mode](https://raw.githubusercontent.com/paperclipai/paperclip/fix/notification-actor-identity/docs/pr-screenshots/pr-15695/notification-avatars-light.png) ![Person and agent notification avatars in dark mode](https://raw.githubusercontent.com/paperclipai/paperclip/fix/notification-actor-identity/docs/pr-screenshots/pr-15695/notification-avatars-dark.png) ## Risks - Task toast events add a small profile read per authorized viewer. Other task actions retain IDs without a profile read. - Deleted or unavailable identities use an ID-based label. People without a photo use initials. - Access checks and task-detail filtering remain in place. There is no database migration. - All CI checks passed on the first commit, including full typecheck, build, test shards, and browser suites. The updated commit must pass CI again. The PR is ready for review. CI and Greptile must pass on the updated commit. ## Model Used - OpenAI GPT-6 through Codex, with code editing and tool execution. The exact deployment model ID and context window were not exposed to this run. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites listed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes (behavior and validation are recorded above; no command or configuration change) - [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	2026-10-09 12:34:10 -05:00
DottaandPaperclip	57e977be72	feat: integrate Pi 1.0 into the experimental Runner (#14921 ) ## Thinking Path > - Paperclip manages AI agents and their work. > - The experimental Runner owns provider processes and durable sessions. > - Pi needs working task execution and human controls. > - The five-PR stack must preserve changes already on master. > - Each layer now carries the complete integrated source for a safe sequential fallback. > - This PR belongs to native GitHub stack #15602, ending at #14956. ## Linked Issues or Issue Description Refs #14436, #14631, #14743 and #14956. Ship Pi 1.0 through the experimental Paperclip Runner. The five PRs are #14921, #14922, #14923, #14924 and #14956. The user authorized the complete merge after checks pass. Existing `pi_local` execution is unchanged. Accounting and wider provider/platform qualification remain deferred. ## What Changed - Recover missing final replies after workspace finalization changes owners, using accepted-turn evidence without rerunning work or granting external-chat publication. - Preserve the admitted Pi instruction root across warm runs, while retaining changed-root rejection. - Give Pi a bounded 15-second default shutdown grace so stop, drain acknowledgement and durable suspension can complete. Explicit deadlines and other providers retain their existing behavior. - Integrate the Pi 1.0 runtime and master contracts. - Use Pi profile 22. Preserve explicit caller-selected models and exact native thinking levels. Keep Pi's wrapper, helper, extension and question/control behavior unchanged from the qualified profile-19 runtime. - Preserve master's Dot lifecycle and consent fields, configured task environment, status guards and current Codex/Claude dependency versions. Cursor stays qualified. Copilot stays pending; profile 17 binds the changed shared protocol validation sources. - Exclude general AWS IAM credentials from Pi static/custom provider bindings and selected task projections; preserve the provider-scoped Bedrock bearer key. Profile 21 is retained as historical provenance. Rust and cloud install probes use the current declaration. - Patch bundled brace-expansion 5.0.9 to the exact official 5.0.12 payload. Pin the patch and complete runtime closures. Include the patch in normal installed setup tooling. Keep the upstream Pi shrinkwrap as provenance and permit only this exact security correction. - Include current attestation files in the Docker build context. Keep the repository lockfile unchanged from master. CI and private image builds resolve manifest changes before their frozen installation. ## Verification - Full local `pnpm -r typecheck` passes, including Runner Rust, server and UI. Focused integration checks pass: 194 Runner admission/environment tests, 63 profile/credential tests with one expected skip, 152 Dot/UI configuration tests, and Pi transcript/notice tests. - Full local `pnpm build` passes on the final source. - Fresh final-source checks pass: all 698 Rust workspace tests (32 binaries), 156 credential/profile/controller tests with one expected skip, Runner TypeScript typecheck, and 20 package/setup/sandbox tests. - The profile-21 Pi materializer passes on the native host with the official pinned Node 24.21.0 and its npm. It verifies all 150 locked packages, the patched dependency and the exact closure. Setup/package bundle tests and UI token gates pass. - The old hashes were reproduced for all three supported targets before calculating the patched graph. New closure hashes are darwin-arm64 `282022db10150c6632b3444df421342e7d534bdf5d5fb1097a2e79d0625a2bcf`, darwin-x64 `64e251e19009f755c0b04f73ce2138246faab71a961b0f13d75ebfcc34bef12e`, and linux-x64 `713b1fdff42fb56a1518bdc084f181d70bee8ebadc3e4b1d76321ed9108c8410`. Independent native platform execution is separate from graph identity reproduction. - Historical cloud qualification remains unchanged: all seven core cases pass on shipping source `10dc43c9ec65d88c2f782d62afb296d09494f215`, harness `1a4408a48cfb5a1f094a311141c257c92cd7a893`, image `sha256:5b3a775b383591bda1b0c1889e509acc70ce7f37c53f09733c81d59037f02280`, and accepted Sonnet 4.6/low fixture. All 215 canonical files and all seven cleanup checks pass independent verification. These are profile-19 results and are not relabeled as fresh profile-22 runs. - Current Pi digest: `sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`. [The readiness plan](https://github.com/paperclipai/paperclip/blob/codex/pi-production-readiness/doc/plans/2026-10-02-pi-production-readiness.md) preserves campaign and failed-attempt provenance. - Merge only after every PR's current-head CI and fresh review pass. Linux CI covers the full suites, build and browser tests. The local embedded Postgres API-authority suite cannot start on this macOS/Node 26 host, so Linux CI must confirm that suite. ### Fresh profile-22 core qualification — 2026-10-08 All seven accepted core cases pass canonically on Pi profile 22, with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low thinking. This model is a fixture; production accepts the caller's explicit Pi provider/model. Runtime/install source: `3241a992f2a7703e59e97ed0fd3e5d6405de4401`. Frozen accepted harness: `1a4408a48cfb5a1f094a311141c257c92cd7a893`. Immutable cloud image: `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:506f22db7edd78f37c0c40bec1cc084af1850455026dbf467194bfbb8fcef141`. Pi digest: `sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`. [Hosted Linux image and clean-install verification](https://github.com/paperclipai/paperclip/actions/runs/37868328023) passes, including all 20 source-bound archives, normal CLI/Pi setup, companion import and the production pack reader. This exact installation source includes the latest master integration and the corrected Pi warm instruction-root fence. Full local typecheck/build and current-head hosted CI verify the final stack. All 13 focused real-root regressions pass. The full local executor suite passed 662 tests; 15 database tests could not start the Mac embedded PostgreSQL service. Hosted Linux CI passes the full required verification and E2E checks. These fresh results keep their own source identity; profile-19 results remain historical. \| Core path \| Canonical campaign \| Retained archive SHA-256 \| \| --- \| --- \| --- \| \| File edit, validation, download and Done \| `pi-core22-replyfix-0-1791511228` \| 23 files; `a473e8603a3dd4737863291f8d3d1e392391f0b16d433c3e0e0e9d8baf7a97b0` \| \| Pending question and controller restart \| `pi-core22-replyfix-1-1791511376` \| 33 files; `6b829c4eb74e1f32a89c692a4ae7130dbfc1c6d3cf13915effe2103d9e242c8e` \| \| Three-turn session/process/workspace continuity \| `pi-core22-replyfix-2-1791511587` \| 23 files; `7a87021f8f9a3fdd3c58bb4467f8d82c635e3ea4795d6e75f144d9aa14818df8` \| \| Four typed questions and browser reconnects \| `pi-core22-replyfix-3-1791511881` \| 42 files; `9e31755252be1f4f9cb0626c984c142d4d1ae5f5bee3a7af08444db8d12c280a` \| \| Plan approval and completion \| `pi-core22-replyfix-4-1791512031` \| 22 files; `a0383ce1aab38e7b5a25ce0e9dd3bebea5c037ebd96ae6b29dae19015da2ae2c` \| \| Same-turn steering and permission denial \| `pi-core22-replyfix-5-1791512261` \| 39 files; `c929b8c7070f0b66aedc17e65ca46e6beab1e363926ac9f7e2a75fb250f05949` \| \| Stop during pending permission \| `pi-core22-replyfix-6-1791512390` \| 33 files; `7f0a58ae0f4d5bfc76149435f4e322537089c5bd16e7ffe9b5ad71f10a621a07` \| All 215 canonical files (28714587 bytes) are independently hash-verified. All seven cleanup grades pass, with no owned runtime process or temporary root after each case. Automatic retries are zero. The owned cloud host stopped normally after retention. The prior profile-22 warm attempt remains failed and separately retained: archive SHA-256 `1e54eba5ec72b50cee1534b23d1d1d4f21a090006b8a64501ba70db972abfde5`. Its original canonical classification is preserved. Diagnosis reproduced a product bug comparing an agent-files root against an unset checkpoint-only field. The fix stores the admitted physical root separately from the adopted per-run collection capability. The real-root regression fails before the fix and passes afterward, including rejection of a changed physical root. Fixture, grader, model and all seven accepted case IDs are unchanged; this fresh campaign tests final-reply publication after file registration first. The intermediate restart attempt also remains failed and retained: archive SHA-256 `5dcaefdf1d17cf4cd54fd4cf810f45e736667392339b8ce7caf08bb4e225277f`. Its original canonical classification is preserved. Pi resumed, wrote the verified answer and completed its task; exact runner suspension was proven, but idle stop consumed about 5.2s and left under 3s for the drain acknowledgement. The Pi-only default shutdown grace is now 15s, preserving a full 5s drain round trip and a finite suspension reserve. Explicit caller deadlines, other provider defaults, literal drain receipts and exact suspension identity checks remain unchanged. The timing regression fails before this correction and passes afterward; all 18 focused settlement tests and Runner typecheck pass. The final-source file attempt is also preserved as failed (`candidate_failure`), archive SHA-256 `db6767b6773ea618997927ac77bdb005a5ac81492c7b9c0ffbc900449f829bc9`. Native edit, validation, exact downloadable artifact and Done/succeeded all passed, and the exact final reply was durably recorded. A workspace recovery owner completed before the live heartbeat reached presentation, leaving that reply absent from task chat. Recovery now materializes only a completed final reply from the accepted turn of an ordinary internal Done task, preserving issue/run/contract binding, suppression, external-chat authorization and same-run deduplication. The database regression covers the generated file-preparation receipt, suppression, unapproved external continuation and replay. Server typecheck and all 49 response-selection tests pass; hosted Linux verifies the database regression because embedded PostgreSQL cannot start on this Mac. The delayed-final-answer database regression passes on [the final root-source Linux server shard](https://github.com/paperclipai/paperclip/actions/runs/37868262553/job/113628594152), alongside 1,108 passing tests. The first root Runner shard had one unchanged durable-resume test exceed its 5-second timeout; the identical top-source shard and the isolated exact test passed. One rerun of that failed job and its required aggregate passed without source or test changes. The original failed job log and the single-rerun receipt remain retained. ### October 9 merge verification Current merge head: `5a8fe63512a7166aaef5cf50065a25008aa8b44b`. All current-head checks pass, including `ci / verify` and `ci / e2e`; exact-head Greptile review is 5/5 with no unresolved threads. Current master conflicts are resolved. The user authorized the maintainer override of the code-owner review gate after these checks. The seven retained live core cases remain bound to source `3241a992f2a7703e59e97ed0fd3e5d6405de4401` and its recorded cloud image. ## Risks - The security correction changes the dependency closure and profile identity. Old sessions must reopen on the new profile. Exact identities and credential bindings fail closed. - The runner remains experimental and requires explicit selection. Legacy Pi Local is unchanged. Caller model IDs pass through; the E2E model is a fixture. - Accounting and the broad platform/provider matrix remain deferred. This merge does not publish a release or deploy a service. ## Model Used OpenAI GPT-6 through Codex assisted with reasoning, repository inspection, editing and tool use. The exact serving ID and context window are not exposed in this session. Final live qualification uses Pi 1.0.0 with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low thinking. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 08:56:41 -05:00
DottaandPaperclip	2b688a8fe3	feat(connections): add verified MCP providers and setup fixes (#15621 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools. > - Several provider MCP servers lacked a supported catalog entry or failed during setup. > - Real browser tests identified specific registration, session, and form defects. > - This pull request adds seven catalog entries and fixes the shared paths used by eleven verified providers. > - Users can connect these providers through the existing Apps flow and control each action. ## Linked Issues or Issue Description What existing behavior does this improve? The Apps catalog and remote MCP setup, discovery, and action tester. Subsystem affected Shared app definitions, the server tool services, and the Apps UI. Current behavior Seven providers lack a catalog entry. Airtable can select an advertised client-metadata flow that fails. Calendly rejects the registration name. Tavily needs an initialized session before a call. Firecrawl exposes invalid defaults for optional nested form objects. HTTPS setup can display a callback that differs from the server callback. Proposed behavior Add Calendly, Exa, Firecrawl, GSC Wizard, Parallel Search, Tavily, and Windsor.ai. Preserve Airtable, Linear, Make, and PostHog. Use reviewed provider options through the shared MCP and OAuth paths. Display the callback supplied by the server. Omit untouched optional object inputs. Reason and benefit Eleven providers passed bounded reads through the real Paperclip browser action tester. This PR includes that verified set and its required shared fixes. Unfinished providers remain outside this change. AgentMail keeps its existing integration. Breaking changes No database migration. Existing OAuth credentials and action policies keep their ownership and access rules. Airtable's reviewed method re-registers a retained client-metadata binding through DCR. Tavily's reviewed method initializes sessions before dispatch. The existing customer, managed, and Vercel OAuth gateway paths now refresh on upstream 401 and return `oauth_refreshed_retry_required` (409), requiring an explicit caller retry. They do not replay the rejected call automatically; the next invocation initializes a fresh credential-scoped session when required. Related catalog work: #15545. This branch preserves current master catalog entries and does not add another Google Workspace integration. Open and closed provider PRs and public MCP issues were searched. No duplicate for this verified set was found. The change extends the shipped Connected Apps roadmap item. ## What Changed - Add seven catalog entries with official provider branding and reviewed permissions. - Update Airtable, Linear, and Make metadata and show Make in Apps. - Add authoritative provider source overrides that use the existing generation and review checks. - Add the reviewed Airtable DCR option and compatible Calendly registration names. - Initialize Tavily sessions before discovery and calls, including retained connections. Keep credential-scoped session caching and single call dispatch. - Use the server's callback URL in the OAuth setup UI. - Omit untouched optional object defaults; keep supplied empty strings, false, zero, and object values intact in the action tester, with strict required-child validation. - Require an explicit retry after OAuth refresh instead of replaying a tools/call with missing session headers. - Record all eleven successful reads, write policies, auth-method limits, and qualification caveats. Omit credentials and private account data. - Find chat connector cards through catalog search in browser tests, so pagination does not hide Slack or other later entries. ## Verification - Real browser qualification: eleven bounded reads passed. Catalog refresh and reload proof are recorded in `doc/connections/verified-mcp-qualification-2026-10-08.md`. - Provider writes and actual agent-adapter sessions were not run. Alternative documented auth methods and expiry refresh remain unqualified. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - Focused shared/catalog tests: 41 passed. Source override tests: 3 passed. Catalog regeneration fixture suite: 9 passed. Latest form regression suites: 31 passed. Gateway suite: 38 passed. Other focused UI suites passed before these last fixes. - UI token gates and both token sync checks: passed. - The catalog regeneration fixture includes the authoritative provider overrides; its full suite passes. The focused OAuth socket case passed on isolated rerun. - Complete local UI suite: 7,866 passed. CLI suite: 511 passed, 6 skipped. Complete shared suite: 892 passed. - The unchanged AgentMail/ClickUp discovery fallback suite passes all 45 cases. An OpenAI login test passed on isolated rerun. - Local broad database coverage is limited by macOS PostgreSQL shared-memory exhaustion (`shmget: No space left on device`, not disk space). The broad run was interrupted after diagnosis; no host settings or other running services were changed. - CI found that the Slack browser test assumed its catalog card was on the first page. The test now uses catalog search; the Slack case passes locally. Adjacent GitHub and iMessage cases could not start locally because embedded PostgreSQL initialization failed before browser assertions. - Final commit [`febe4520e`](https://github.com/paperclipai/paperclip/commit/febe4520e13d4b3a4121eafc3d22540c2b11379d): all 54 checks passed, with none pending or failed. [CI run](https://github.com/paperclipai/paperclip/actions/runs/37847182065) passed typecheck, build, all general and serialized test suites, all eight browser shards, runner checks, canary dry run, and the aggregate verification gate. - Greptile reviewed that exact final commit at 2026-10-08 21:33 UTC and returned 5/5 with no outstanding findings or unresolved threads. - PR UI preview against the existing local test server: Calendly catalog/setup observed; Firecrawl read passed after expanding More options with nested optional inputs untouched. This retest proves frontend behavior, not the revised OAuth backend against a live provider. <details> <summary>Browser evidence</summary> ![Calendly catalog](https://raw.githubusercontent.com/paperclipai/paperclip/codex/verified-mcp-connectors/doc/connections/verified-mcp-qualification-2026-10-08/calendly-catalog.jpg) ![Calendly setup](https://raw.githubusercontent.com/paperclipai/paperclip/codex/verified-mcp-connectors/doc/connections/verified-mcp-qualification-2026-10-08/calendly-setup.jpg) ![Firecrawl read](https://raw.githubusercontent.com/paperclipai/paperclip/codex/verified-mcp-connectors/doc/connections/verified-mcp-qualification-2026-10-08/firecrawl-read.jpg) </details> ## Risks - Provider registration and consent behavior can change. Airtable's DCR option is explicit and keeps the existing issuer, resource, redirect, and PKCE checks. - Tavily uses initialized sessions without automatic call retries. After a successful OAuth refresh following 401, callers now receive a retry-required result. A later explicit retry can still require reauthorization if the provider rejects the refreshed token. Provider writes are not live-qualified. - Optional object cleanup affects the shared action tester. Regression tests cover absent objects, required children, defaults, and populated values. - GSC Wizard's underlying Google data scopes and Google flow completion were not independently verified. Its account reported paid/trial metadata of unknown origin. No purchase was performed. - No database migration, new AgentMail integration, or change to existing action grants is included. ## Model Used OpenAI GPT-6 through Codex assisted with implementation, research, tool use, and code execution. The root backend model ID and context window are not exposed in this session. The cheaper subagents used OpenAI `gpt-6-luna`. No model context size is inferred. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass — targeted checks and complete UI/CLI/shared suites passed; the broad local database run was blocked by the macOS PostgreSQL startup limitation documented above. The full database/workspace suite passed in CI. - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 08:10:46 -05:00
DottaandPaperclip	2b4a1d7073	feat(dot): add guided invitations and persistent agent connections (#15581 ) Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-08 16:26:41 -05:00
Devin Foley Paperclip Claude Opus 5.5	8e59efc50b	fix(ui): keep sidebar plugin outlets quiet when the server is unreachable (#15588 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The board UI sidebar shows plugin contributions: plugin nav slots, plugin launchers, and the plugin panel at the bottom > - These outlets read `GET /plugins/ui-contributions` through React Query > - When the server is unavailable, the refetch fails. Each outlet then replaces its content with a red "Plugin extensions unavailable: Failed to fetch" or "Plugin launchers unavailable" box > - React Query still has the last good data, so the error box removes useful content and adds noise in a persistent part of the UI > - This pull request adds an option to hide the outlet error, and the sidebar uses it > - The benefit is a quiet sidebar during a server outage. The sidebar keeps the last loaded plugin items. Other pages still show the error inline ## Linked Issues or Issue Description No public issue exists. I searched open and closed issues and PRs for related work and found none. What happened? When the server is unavailable, the sidebar shows red error boxes in place of plugin items. The text is "Plugin extensions unavailable: Failed to fetch" or "Plugin launchers unavailable: Failed to fetch". Expected behavior The sidebar does not show errors while the server is unavailable. It keeps the last loaded content. Steps to reproduce 1. Start Paperclip with at least one plugin that contributes a `sidebar` slot, a `sidebar` launcher, or a `sidebarPanel` slot. 2. Open the board UI and let the sidebar load. 3. Stop the server. 4. Wait for the next refetch of `/plugins/ui-contributions`, or focus the window. 5. See the red error boxes in the sidebar. Paperclip version or commit `master` at `0ac194450a` Deployment mode Not deployment-specific. This is UI behavior. ## What Changed - `PluginSlotOutlet` (`ui/src/plugins/slots.tsx`) and `PluginLauncherOutlet` (`ui/src/plugins/launchers.tsx`) accept a new `errorBehavior: "inline" \| "hidden"` prop. The default is `"inline"`, so current behavior does not change. - With `"hidden"`, the outlet does not render the error box. It continues to render the last loaded contributions. - `Sidebar.tsx` and `Sidebar.production.tsx` pass `errorBehavior="hidden"` to the three sidebar outlets. - New test `ui/src/plugins/outlet-errors.test.tsx`. It checks that the inline default still shows the error. It also checks that hidden mode keeps the cached `sidebar` slot, `sidebarPanel` slot, and `sidebar` launcher rendered after a failed refetch. A mutation check confirmed the test fails if hidden mode drops the slots or shows the launcher error. ## Verification - `cd ui && pnpm vitest run src/plugins/ src/components/Sidebar.test.tsx`: 55/55 tests pass. - `cd ui && pnpm typecheck`: clean. - `pnpm check:token-gates`: clean. - Browser check on a local `local_trusted` instance with the kitchen-sink example plugin installed (it contributes a `sidebar` slot, a `sidebar` launcher, and a `sidebarPanel` slot). I loaded the board, stopped the server, waited past the 30s stale time, focused the window, and let the retries finish. I took the "before" screenshot with the `master` versions of the four changed UI files, and the "after" screenshot with this branch. - Not run locally: the full `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`. CI runs them. Screenshots (sidebar only): \| Server running \| Server stopped, before (`master`) \| Server stopped, after (this PR) \| \| --- \| --- \| --- \| \| <img src="https://raw.githubusercontent.com/paperclipai/paperclip/pr-assets/sidebar-plugin-outlets-offline/server-running.png" width="240" alt="Sidebar with plugin items loaded"> \| <img src="https://raw.githubusercontent.com/paperclipai/paperclip/pr-assets/sidebar-plugin-outlets-offline/before-server-stopped.png" width="240" alt="Sidebar with three red plugin error boxes"> \| <img src="https://raw.githubusercontent.com/paperclipai/paperclip/pr-assets/sidebar-plugin-outlets-offline/after-server-stopped.png" width="240" alt="Sidebar keeps Kitchen Sink item and panel, no errors"> \| Main-content plugin outlets, like the dashboard widget, still show the inline error while the server is down. That is intentional, because this PR changes only the sidebar. ## Risks - Low risk. The new prop is opt-in, and the default is unchanged. - If the first load fails in the sidebar, the outlet shows nothing. It does not show an error. Users can still see the error on other plugin surfaces. - This change does not change request timing or retries. Background refetches still run while the server is unavailable. Only the sidebar display changes. ## Model Used - Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, run as an agent in Claude Code with tool use (file edit, shell, test execution). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-08 12:37:55 -07:00
DottaandPaperclip	0111689d0a	test(ui): cover monitor-only task policies (#15587 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators open tasks to read progress and edit reviewers and approvers. > - Stored execution policies can contain a monitor and omit the stages array. > - These policies previously crashed the task properties panel. > - The policy reader now applies schema defaults through the fix in #15593. > - This pull request adds regression coverage for monitor-only policies with external service metadata. > - The tests check that the panel renders and participant edits keep the existing monitor. ## Linked Issues or Issue Description What happened? A task with a monitor-only execution policy could crash with `Cannot read properties of undefined (reading 'find')`. The stored policy omitted `stages`. Expected behavior The task shows no reviewers or approvers. Adding both kinds of participant keeps the monitor and its external service metadata. Steps to reproduce 1. Load a task whose execution policy contains an external service monitor and omits `stages`. 2. Render its properties panel and inspect both participant controls. 3. Add reviewers and approvers. Check that the resulting policy keeps the monitor. Refs #15593, which provides the policy normalization used by these tests. ## What Changed - Test that both stage types return empty participant lists for a monitor-only policy. - Test adding reviewers and approvers while keeping the external service monitor. - Test retaining a monitor when no review or approval stages exist. - Render the properties panel with omitted stages and check its participant and monitor controls. ## Verification - The helper and properties panel suites pass on current master with these tests: 108 tests. - `pnpm check:token-gates` passes. - All CI gates pass on the updated PR commit, including build, types, Runner verification, full test suites, browser suites, security scans, and canary checks. - Greptile gives commit `2634bd1d` 5/5 with no actionable findings or unresolved review threads. - The full local workspace suite was not repeated for this test-only rebase. CI verifies the full suite, build, types, Runner checks, browser suites, security scans, and canary run. ## Risks - Low risk. This change adds tests against the existing policy behavior. - The fixture uses example external references and test participant IDs. - Existing documentation remains accurate for this regression coverage. ## Model Used - OpenAI Codex, based on GPT-6, with tool use and code execution. The exact serving model ID and context window were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-08 14:36:46 -05:00
Devin FoleyandPaperclip	317ed367d4	Handle incomplete task policies and preserve review limits (#15593 ) Apply the reviewed change for Handle incomplete task policies and preserve review limits. Validation: local typecheck/build and focused regression tests, passing exact-head CI, Greptile 5/5, and independent source review. The PR records full-suite evidence and any local environment limitations. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-08 10:20:32 -07:00
DottaandPaperclip	dd777f4b73	feat(dot): complete onboarding and expand governed Runner capabilities (#15414 ) ## Thinking Path > - Paperclip manages AI agents, their work, and their permissions. > - Paperclip Runner supplies the same admitted tool authority to each provider. > - The Dot provider in #15402 needs reliable onboarding and useful agent capabilities. > - An idle Dot could not start work, assign a human, read skills, or produce a workspace artifact. > - Pairing also relied on a second configuration save before ordinary admission could work. > - This pull request adds governed idle admission and shared Runner tools, and completes pairing atomically. > - Operators can test Dot with fresh data while keeping normal company, approval, budget, and run ownership checks. ## Linked Issues or Issue Description Subsystem affected Paperclip Runner, dedicated Dot MCP access, OAuth onboarding, experimental settings, and empty worktree startup. This PR builds on merged provider PR #15402. It reuses the merged MCP gateway from #14846 and assistant connection work from #14933 and #15380. Problem or motivation An idle Dot could see assignments but could not act on a conversation request until someone created a task first. Its Runner catalog could not assign tasks to humans or read pinned skills and workspace files. First-time OAuth discovery and pairing also needed browser fixes, and a completed pairing did not persist its binding reference on the agent. Proposed solution Keep Dot within the existing Runner. Admit a visible agent-authored intake task for idle requests. Add people, human assignment, cross-task, skill, and optional sandbox workspace tools through shared authority. Relay assigned app calls through the configured MCP gateway. Add lease renewal and follow-up references. Save pairing and its configuration revision atomically. Show prerequisites and provide a complete copy prompt. Roadmap alignment This extends the experimental provider in #15402. It uses the existing governed gateway, task model, skills, artifact path, and native Runner. It adds no separate execution subsystem. ## What Changed - Add a standalone OpenAI Dot agent choice with an independent experimental opt-in. It works with the general Runner option off. Require Assistant connections (MCP), authenticated sign-in, and public HTTPS for pairing. - Use Dot’s own option for company package import. Allow an unpaired Dot configuration to save after external billing acknowledgement; task admission still requires pairing. Prepare the shared dev binary for Dot-only opt-in. - Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in setup and runtime configuration. - Route Dot creation directly to pairing after explicit external billing acknowledgement. Hide local CLI, model, and harness setup for Dot. Preserve the shared Runner implementation and canonical API type. Other Runner providers still require their general opt-in. - Add an empty worktree option with fresh signing keys and no production data copy. - Fix public-client OAuth negotiation, discovery compatibility, and optional separate browser authorization origin. - Add one-use pairing consent preview, clear copied setup instructions, and atomic binding persistence and cleanup. - Add idle request admission with stable request IDs and normal scheduling, permissions, budgets, and task ownership. - Add identity and people discovery, human task assignment and reassignment, and authorized cross-task comments and documents. - Read assigned skill files from pinned manifests. Relay assigned app calls through the merged gateway without exposing credentials. - Add an off-by-default workspace bridge. Constrain paths and writes. Run commands in a deny-by-default OS sandbox with no network or injected credentials. Reserve mutations before effects and never blindly repeat uncertain work. - Add rolling lease renewal, task pagination, bounded operation limits, and deduplicated follow-up references without comment bodies in webhooks. - Add an off-by-default attachment reading setting. Restrict reads to files on the current assigned task. Verify size and hash, cache bounded verified copies per run, paginate text or binary bytes, and recheck live authority before returning. - Keep file grants operator-owned. Reject agent self-grants across configuration routes. Preserve attachment consent in create/import forms. Close generic API file bypasses while retaining current-run response snapshots and permitted uploads. - Keep provider limits explicit. Do not inherit a Dot binding, attachment permission, or workspace permission when hiring another agent. - Include the required Markdown format in cross-task document writes and validate the API title limit. Verify real creation and revision persistence. - Restrict command execution to Linux bubblewrap with descendant containment. macOS retains workspace file tools and artifact publishing, while refusing command calls. Explain the platform limit in setup. - Exclude Paperclip instance state from workspace files, uploads, artifact publication, and sandbox commands. Protect nested directories and case variants. Fail closed when the directory protection scan exceeds 4,096 directories. - Add static UI compression for slow public tunnels. Document setup, the complete tool inventory, and qualification limits. ## Verification - Merge preparation on `00ca2c75b` integrates merged base #15402 and master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up source tree. The subsequent security fix excludes instance state from file tools, uploads, artifact publication, and sandbox commands. It preserves private task authorization and task monitors. It regenerates the combined tool catalog, seeded catalog digest, and protocol manifest. Workspace typecheck, full build, and UI token gates pass. All sixteen real Dot broker cases and 93 company import cases pass after the review fixes and creator-attribution test correction. The exported human-assignment catalog and Unicode page boundaries are also fixed. All ten catalog tests and nine workspace/skill bridge tests pass. All 35 workspace bridge and authority tests passed after the instance-state fix, including real macOS commands in that intermediate version. The subsequent document and descendant-containment fixes pass 44 focused tests across bridge, authority, and setup UI, with six Linux command cases skipped on macOS. Real cross-task documents pass the route validator and persist two revisions. macOS refuses command execution and does not advertise the tool. Full workspace typecheck and build, changed server/UI typechecks, and token gates pass again on the final commit. Greptile rates final head `00ca2c75b` 5/5 and its completed check concludes success; all review threads are resolved. All 58 current-head checks are complete: 54 passed and 4 intentionally skipped. This includes full tests, typecheck, build, Runner, browser E2E, release verification, and Canary Dry Run. The older full local root attempt finished with 16,602 passes, 93 skips, and ten failures across two suites: it began before source edits and retained earlier imported implementations while loading later tests. Both suites pass a clean final-head rerun (25 passed, six Linux-only command cases skipped on macOS). This mixed-source full attempt is not a final-head full-suite pass; use the fresh CI evidence below. - Full workspace typecheck and build pass for the standalone Dot change on head `392d54f80`. UI token gates are clean. The full workspace typecheck passed before the final importer UI edit; the changed UI typecheck, build, and token gates pass again on the final commit. The server build passes for its unchanged final source. - Standalone selection, creation, settings, harness visibility, inventory, and runtime admission checks pass. OAuth onboarding and the real Rust/PostgreSQL broker suite pass 27 cases with the general Runner option disabled. Dot and MCP revocation still block pairing; other Runner providers remain disabled. Create, hire, conversion, and inherited-hire route regressions pass 68 cases. The runtime selection suite passes 20 cases. The setup UI suite passes 50 cases. Company import and dev binary checks pass 97 cases. Import UI checks pass 29 cases, including Dot-only selection, preservation of imported Dot agents, generic Runner fallback, canonical configuration serialization, and required billing acknowledgement. A read of the synthetic instance reports the native binary required with Dot enabled, the general rollout disabled, and no persisted native work. - The latest attachment, operator-consent, generic API file-guard, and bridge checks pass 80 tests. Cache and native lifecycle checks pass 550 tests; create/import builders pass 45 tests; attachment setup UI checks pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15 cases. - Earlier authority, human assignment, pinned skill, confinement, cancellation, inheritance, onboarding, replay, OpenAPI, and gateway regressions pass their focused rechecks. Workspace writes reject concurrent stale hashes. - In the live empty test-drive, turn the general Runner option off and leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice. Create rejects missing billing acknowledgement, saves the canonical Dot configuration, and opens pairing. The existing paired Dot remains ready and passes its prerequisite checks. No new plugin pairing was needed for this UI change. The final browser import preview keeps a Dot source agent as OpenAI Dot, falls back a generic Runner agent while its switch is off, and offers Dot independently. - Real Dot completed OAuth, signed MCP Events readiness, and an event-only assigned document task in an empty synthetic instance. Pairing saved its binding without a second configuration save. - Real Dot verified human assignment, cross-task comments and documents, pinned skill reading, sandbox commands, lease renewal, follow-up input, and a downloaded artifact whose bytes and hash matched its receipt. An idle conversation request created an intake, created a task for its human owner, continued after a definite missing-file read error, and finalized Done with exit code 0. - After operator approval, real Dot read a synthetic assigned-task attachment and wrote its file-only random proof into an agent-authored document. Its first test required accepting review because the existing document tool removed the final newline. - On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment in two pages, used `expectedSha256` on page two, saved exactly its final random marker, verified readback, and finalized Done with exit code 0. A direct inbox check was required for this attachment qualification; it does not claim event-only delivery. - Previous head `392d54f80` passes all 55 checks (53 passed, two intentionally skipped), including the full test, typecheck, build, native Runner, browser, and release verification gates. Greptile rates this head 5/5; all review threads are resolved. - Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally skipped. This includes full typecheck, build, native Runner, server tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged Cursor managed-runtime test exceeded its five-second deadline on the first attempt; its focused local suite passed all eight cases, and the single CI rerun plus dependent verify gate passed. - A prior full local serial test attempt reported 19 failures (16,141 passed, 88 skipped) and stopped before later wrapper groups. It began before the final source edits. Every failed suite has a passing fresh recheck; the macOS snapshot stress case passes alone in 227 seconds. The previous head `000fb9261` passed all 56 CI checks. PRs leave `pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency resolution. ## Risks - Dot remains off by default. Its own opt-in does not enable other Runner providers. It still requires the MCP option; disabling Dot blocks new work while keeping existing recovery and saved bindings. - Dot requires a stable public HTTPS origin. Its base provider in #15402 is merged. Temporary tunnels are useful for testing but are not permanent deployments. - Idle intake creates a visible agent-authored task. It does not fabricate a human message or bypass ordinary admission. - Workspace commands require Linux bubblewrap with a private PID namespace; deployment qualification is still needed. macOS file tools and artifact publishing remain available, but commands are disabled because sandbox-exec does not contain detached descendants. There is no unrestricted fallback. Command protection fails closed above 4,096 workspace directories. The historical macOS command walkthrough does not qualify the current Linux implementation. - Provider model choice, token usage, cost, native thread control, and global external stopping remain unavailable. Known Paperclip budget gates still apply. - The workspace bridge and attachment reader are separate opt-in settings. Reading assigned task files sends their contents to OpenAI. Revocation prevents future reads but cannot withdraw bytes already sent. Files are read on request; automatic inbound attachment staging remains disabled. - An existing event registration can retain earlier instructions that prohibit extra tasks. Dot asked for permission before a second intake after the final event-only bootstrap; that extra no-nudge continuation is not live-qualified under that earlier registration. The later attachment qualification submitted normally through the composer. The revised onboarding prompt describes the new idle entry point, and its protocol polling path is tested. - OpenAI event delivery can be delayed; a webhook acknowledgement is not proof that Dot has begun work. - A running Dot can retain an old plugin catalog after tool refresh. Refresh and actual tool exposure must be checked before using new top-level actions. - Hosted and remote controller modes are not qualified. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, test inspection, and browser control. ## 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 Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites and all fresh failure rechecks pass; the earlier full attempt is disclosed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 19:44:17 -05:00
DottaandPaperclip	fc6304dfe5	feat(runner): add experimental OpenAI Dot provider over MCP Events (#15402 ) ## Thinking Path > - Paperclip manages AI agents, tasks, permissions, and execution budgets. > - Paperclip Runner gives each provider the same admitted task and tool authority. > - OpenAI Dot runs outside the local process tree and needs asynchronous work delivery. > - The merged MCP gateway supplies OAuth consent and signed event delivery. > - A personal assistant grant cannot safely stand in for an assigned agent. > - This pull request adds a separate Dot agent connection and a durable Rust Runner bridge. > - The operator can assign work to Dot and inspect its accepted work, tool receipts, and result. ## Linked Issues or Issue Description Agent or provider OpenAI Dot, as an experimental provider of the existing Paperclip Runner adapter. Why this adapter is useful An operator can assign normal Paperclip tasks to an existing Dot. Dot can read its mailbox, request work on an assigned task, use admitted task tools, and submit a result. Paperclip keeps company scope, checkout, approvals, known budget limits, and activity attribution. How the agent is invoked A dedicated `/mcp/runner` OAuth resource pairs one Dot grant with one agent. A signed MCP mailbox event wakes Dot. Dot explicitly accepts the assignment. The Rust Runner owns the durable turn and operation receipts. The first release supports self-hosted instances with a local Runner controller. Additional context This extends the merged public MCP gateway from #14846 and the assistant invitation and device-consent work from #14933. This also integrates the merged assistant tool and configuration expansion in #15380. Dot retains its dedicated agent resource and cannot receive personal configuration permission. The public assistant connection remains a personal connection. ## What Changed - Add a durable Rust Dot provider and its TypeScript Runner driver. - Add closed PRP v3 external-provider operations and native execution input v6. - Add company-scoped pairing, mailbox, assignment, and operation records. - Reuse merged browser/device consent, client metadata verification, webhook admissions, refresh, secret rotation, and warm-standby gates. - Keep Dot scopes, issuer, grants, event workers, and tool access separate from personal assistant access. - Add Dot configuration, pairing, readiness, and consent UI. Keep agent grants out of the personal Connections entry. - Regenerate the Dot-only migration after master. Preserve published gateway migrations. Make the new migration safe to reapply. - Document setup, recovery, accounting limits, evidence, and remaining account qualification. - Reverify reconnect callbacks and wake outstanding work with a fresh mailbox reference; preserve the existing assignment and operation receipts. - Clean up Dot bindings and waiting runs on OAuth revoke and refresh-token replay. Old grants cannot revoke replacement bindings. - Restore the pairing reference when an unsaved agent form is reopened; document board-only pairing routes in OpenAPI. - Accept a clean Rust exit after the acknowledged shutdown receipt. Unexpected exits still require recovery. - Clear the cached binding after a successful revoke so a failed connection refresh cannot restore it. - Add production-component Storybook states and screenshots for pairing and connection review. All preview account data is synthetic. - Persist normalized completion, serialize Dot turns and durable work admission, and poll subscription readiness. - Serialize mailbox writes and cursor reads; retain paused fence acknowledgement without task authority. - Authorize admitted review runs without changing the worker assignee. Include the fenced assignment ID in production stop notices. ## Verification - This PR integrates master `4a8178e9c`. Dot migration `0317_messy_famine.sql` follows the published history and is safe to reapply. The merge preserves the reserved migration connection, batch-commit handling, private task checks, task monitors, and native accounting. - Local workspace typecheck, full build, and UI token gates pass. The server typecheck passes after the review fixes. Database and native executor regressions pass. - All twelve real Rust/PostgreSQL Dot integration tests and twelve Dot driver tests pass. The tests cover native document writing and finalization, durable replay, queue admission, mailbox ordering, admitted reviews, stale authority, production stop references, and paused acknowledgements. - Current head `d0e7e0626` passes all 57 checks: 53 pass and four are intentionally skipped. This includes full typecheck, build, tests, Rust Runner verification, browser E2E, release verification, and Canary Dry Run. Greptile rates this exact head 5/5. All review threads are resolved. - The full local root test run is slower than the sharded CI run and has not completed. The full CI test gates pass on the current commit. Focused local regressions pass. - Real-account pairing and event delivery on this base commit remain unqualified. Live account and setup proof are recorded in the follow-up #15414. The following screenshots use synthetic preview data. They show the production pairing component and do not qualify a real account or the full agent setup journey. ![Synthetic pairing preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/pairing.jpg?raw=true) ![Synthetic connected preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/connected.jpg?raw=true) ## Risks - This base adapter uses `PAPERCLIP_ENABLE_OPENAI_DOT=1` plus Public MCP and Paperclip Runner. The separate experimental-settings follow-up in #15414 replaces this environment flag with saved operator settings. - Dot does not expose provider token usage or cost. The operator must acknowledge external billing. Known Paperclip budget gates still apply. - Cancellation fences Paperclip authority. It does not confirm that Dot stopped all external activity. - Assigned skill files and third-party MCP bindings are unsupported and reject admission. There is no mounted workspace, model selector, or provider thread identifier. - Hosted agent-broker and remote controller deployments are not qualified. - The new migration follows the merged master history. Existing prototype databases still need the normal master migration history before this Dot-only migration. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, and test inspection. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #123` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub references) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 19:11:50 -05:00
DottaandPaperclip	4a8178e9cf	fix(ui): stabilize composer model selection and refine effort slider (#15444 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task composers let users select an agent, a model, and an effort level. > - The model label changes width when users move the effort slider. > - This movement makes the control harder to use. > - This pull request keeps the label fixed while the picker is open. > - A larger slider gives clearer feedback during selection. ## Linked Issues or Issue Description What existing behavior does this improve? The shared model and effort picker in task composers. Current behavior The trigger shows each effort change while the picker is open. Different label lengths move the control. The slider is small. Proposed behavior The trigger shows “Select model” while any picker view is open. It shows the selected model and effort after the picker closes. The slider has a thicker track and a larger thumb with hover and press feedback. Reason and benefit Users can change effort without moving the trigger. The larger thumb gives clearer pointer feedback. ## What Changed - Keep the trigger text fixed while the picker is open. - Add slider size and feedback tokens. - Remove the gray input outline and thumb border. Show keyboard focus on the thumb. - Keep a thumb focus outline when Windows high contrast suppresses shadows. - Keep native keyboard and pointer controls. Respect reduced motion. - Test open and closed labels on desktop and mobile. ## Verification - Picker tests: 27 pass. Composer settings and new-task tests: 86 pass. - UI typecheck and UI build passed before the final CSS-only high-contrast fix. - Token gates pass. - Full typecheck and build stop at installed Runner API type mismatches outside these files. - Revised Chromium checks pass for desktop pointer drag, no input outline during drag, stable open label, keyboard input, and mobile rendering. The earlier rendered-image check confirmed reduced-motion behavior. - The earlier full local suite did not finish. The approved visual revision passed 113 focused tests. The final high-contrast fix passed 27 picker tests and token gates. - Chromium high-contrast and reduced-motion verification shows a visible thumb focus marker and working keyboard input. - Open the model picker. Change effort. Confirm “Select model” stays visible. Close the picker. Confirm the selected model and effort appear. - All CI gates pass on final head `7a64104e14251a354b06b7916d09d44692557c4f`, including full typecheck, tests, build, and browser E2E. Greptile: 5/5 with no findings. ## Risks - Low risk: shared UI only. Native range controls stay in place. - Browser thumb rendering can differ between engines. ## Model Used - OpenAI GPT-6 Codex. Code editing, tool use, and test execution. The runtime does not expose an exact model variant or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 21:52:19 +00:00
DottaandPaperclip	a7a244ab33	feat: add company decision models with permission and cost controls (#15473 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Optional product features need small, typed model decisions. > - Each company needs to choose which shared API connection pays for those decisions. > - Calls must retain user and task permissions, budget limits, and cost attribution. > - This pull request adds a managed decision service, setup UI, and request history. > - Features can check availability cheaply and keep their existing behavior when decisions are unavailable. ## Linked Issues or Issue Description Subsystem affected Server services, shared contracts, database accounting, Company Settings, and Costs. Problem or motivation Paperclip has no common decision-model service. Adding provider calls within each feature would duplicate credential access, permission checks, and billing rules. Proposed solution Let a connection manager configure one company decision model. Support OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test and metadata-only history. Default company-sponsored background decisions to on during setup, and preserve a saved off setting. Alternatives considered Per-feature credentials would duplicate existing connection management. Personal overrides and provider fallback chains add permission and billing complexity; they remain deferred. Roadmap alignment Reviewed ROADMAP.md and searched open PRs. This extends existing connection access and budget accounting. Product features that call the service remain outside this change. No matching decision-model service PR was found. ## What Changed - Add company settings, an internal `decisionModelService`, local availability checks, and trusted human, agent/run, and system contexts. - Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and ordered-score decisions for both providers. Bound requests and time; disable paid retries. - Add durable invocation metadata and agentless decision ledger charges. Preserve fractional cents, pricing evidence, dispatch identity, and unresolved billing holds. - Share the company accounting lock and apply company, agent, and project budgets. Settle charges once, retain unknown holds, and recover interrupted calls without resubmission. - Reuse connection setup and management UI. Add a Decisions view under Costs, production-component Storybook coverage, database migration, and service documentation. ## Verification - Passed 166 current-code tests covering the decision service/provider, setup component, Costs, OpenAPI, and every failure from the earlier broad run. Coverage includes native SDK wire formats, refusals, billed malformed responses, permission and secret-rotation races, identity changes, concurrent budget admission, unresolved holds, agent/task deletion, and stale setup feedback. - Passed 170 existing connection, cost, budget, heartbeat-accounting, and profile regression tests. - Passed repository typecheck, production build, and design token gates after integrating master. Verified the generated migration on a fresh test database and upgraded the populated preview database from the branch's earlier migration without losing settings or usage. - Ran the required full `pnpm test:run`: its general phase completed with 16,354 passed and 10 failures across five files while this branch was still being updated. Every reported failure passes in the current-code rerun; the serialized phase did not run after that failure. The full GitHub CI suite passed on `b1b856a88`: general and serialized tests, browser shards, runner checks, typecheck, production build, packaging/canary, and policy gates. [CI evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360). - Passed the full-shell Storybook setup-to-history interaction test again after integrating master. Greptile rates the final revision 5/5 with zero unresolved threads. - Walked through the running app: empty setup, add each provider, save, reload, run all three sample questions, inspect fractional charges in history, switch provider while sponsorship is off, disable, and reconnect. Checked mobile settings. These tests used the actual UI, vault, server, SDKs, and database with simulated upstream responses. - Live paid setup tests remain unverified: this environment has no authorized OpenAI/OpenRouter credentials available. No mocked test is presented as live provider evidence. Reviewer journey: Company Settings → General → Decision model. Add/select a shared API connection, save, run the billed sample, open View usage, then disable decisions and verify Run test is disabled after reload. ## Risks - The SDK decision interface is experimental. Pinned versions and wire-format tests limit upgrade drift. - The migration allows agentless service charges and reservations. Existing agent cost-reporting APIs still require an agent, and decision receipts stay separate from run reconciliation. - Timeouts can have unknown provider charges. Holds remain until an audited accounting correction resolves them. - OpenAI prices use a versioned Decisions rate snapshot; OpenRouter costs use provider receipts. Unknown pricing is retained as unknown. - A configured company authorizes background spending by default. Setup explains this, and managers can turn it off. - Live provider account/model availability still needs the two credentialed acceptance checks. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code execution, and browser tools. The exact serving revision and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 15:53:13 -05:00
Devin FoleyandPaperclip	f1c44b7b56	Preserve remote work when required workspace restore fails (#15479 ) Persist exact source-retention obligations before run finalization and protect them across cancellation, restart and task changes. Require board-authorized repair evidence without replaying old work or changing current task ownership, state or locks. Hide an unavailable retry action and document operator recovery and retention costs. Validated with 674 scoped regressions, 224 combined integration tests, full typecheck/build, independent safety reviews and green CI with Greptile 5/5. No historical file recovery is claimed. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 13:29:44 -07:00
DottaandPaperclip	ae6f95ed7a	feat: add personal primary agents (#15470 ) Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults. Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 13:53:46 -05:00
Devin FoleyandPaperclip	06484b3c41	fix: preserve conversation retries through execution cleanup (#15463 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Recovery schedules bounded retries after a provider disconnects. > - A stopped run can still hold its environment lease while cleanup runs. > - Retrying before that lease is released cancels the new run before it starts and spends another retry. > - Restoring the task can also send the worker repair instructions from an already resolved recovery action. > - This pull request preserves the waiting retry and removes settled recovery instructions from later wakes. > - The task can continue after cleanup without an operator repairing the same incident again. ## Linked Issues or Issue Description What happened? A legacy conversation run disconnected while it was doing ordinary work. Its environment cleanup took longer than the retry delay. Two retries were cancelled before dispatch with `execution_reconciliation_required`. Those cancellations exhausted the failure budget. After an operator restored the task, the wake still told the original worker to repair the runtime and hand the task back to itself. Expected behavior Cleanup waits preserve the pending attempt. The same retry can continue after ownership is released, subject to all current gates. Once a recovery action is resolved or cancelled, subsequent task wakes omit its repair instructions. Steps to reproduce 1. Fail a legacy conversation run while its environment lease remains in `pending_cleanup`. 2. Schedule a bounded retry and run promotion before cleanup releases that lease. 3. Repeat the scheduler sweep. Before this fix, retries promote and then cancel without starting. 4. Resolve a stranded-task recovery action and build the restored task wake with that action ID. Before this fix, the wake still includes the settled repair instructions. Paperclip version or commit Reproduced with database regressions against `ceabc3bc880` on master. Related: #15019 restores a skipped assignment handoff after lease release. #15235 filters stale handoff evidence in the recovery sweep. This change preserves an existing scheduled conversation retry and corrects restored wake content. It does not create a new handoff wake. ## What Changed - Keep an unstarted legacy conversation retry on the same durable row while prior execution ownership remains active. Recheck after 30 seconds without increasing retry accounting. - Return a queued retry to scheduled state if it encounters that hold at the claim gate. Retain its issue claim and publish the status change. - Record one local lifecycle diagnostic per blocking run. Remove that wait marker on promotion. - Include recovery action metadata only while the referenced action is active or escalated. - Return an explicit `waiting` response and the saved schedule when Retry now meets cleanup. Show the wait inline without a false success or disabled button. - Add database, rendered-prompt, route, and UI regressions. Document the execution and run-log contracts. ## Verification - Five cleanup and restored-wake regressions fail against the original production code. The Retry now route and UI regressions also fail before their correction. - Related retry, dispatch, stale-queue, and recovery suites: 321 tests pass across seven files. All ten focused cleanup/restored-wake cases pass after rebase. The final dispatch adjustment passes all 46 adapter tests. - Retry now routes and affected UI suites: all 46 tests pass. The tests cover repeated clicks, the saved schedule, unchanged accounting, promotion after release, and no false success or error state. - `pnpm -r typecheck`, `pnpm build`, `pnpm build-storybook`, and `pnpm check:token-gates` pass. - Full local `pnpm test:run` was started and then stopped after the final commit passed all GitHub CI test shards. No complete local full-suite result is claimed; CI supplies the complete test result for the final commit. - Final head `6f1058a332c039e33c4f002b296d20a5554e760e`: all 55 GitHub checks are green or intentionally skipped. Apex review is 5/5 after two reviews, with no unresolved threads. The PR has no merge conflicts. ## Risks The wait applies only to unstarted legacy conversation retries. Native runs and non-conversation execution keep their existing recovery rules. Cleanup must actually release ownership before execution can resume. The wait does not fix a cleanup service that never finishes. Promotion and dispatch still enforce cancellation, reassignment, pause, budget, and reconciliation gates. No schema change is required. The Retry now response adds a `waiting` outcome; the shared contract and all three UI controls handle it. ## Model Used OpenAI Codex based on GPT-6, with repository analysis, tool use, and local code execution. The runtime does not expose the precise serving model ID or context window. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites; complete final-head test coverage in CI) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 11:15:49 -07:00
DottaandPaperclip	0830737030	feat(ui): add CSV table previews to task file tabs (#15445 ) ## Thinking Path > - Paperclip helps people manage AI agents and inspect their work. > - Task file tabs show the files that agents produce. > - Markdown has a readable view, but CSV files show only source text. > - People need to scan CSV reports without a separate app. > - This pull request adds a table view to attachment and workspace file tabs. > - View buttons let people inspect the original source beside download. ## Linked Issues or Issue Description Subsystem affected ui/ — task file tabs. Problem or motivation CSV exports are difficult to scan as source text. Related work: https://github.com/paperclipai/paperclip/pull/14297 added text attachment tabs. Proposed solution Render CSV as a table by default. Add row numbers, sticky headers, and record counts. Keep rendered and raw icons beside download in task tabs. Roadmap alignment This is a small improvement to existing task file previews. It does not add a new core subsystem. ## What Changed - Add a shared CSV parser and table preview. - Handle quoted commas, escaped quotes, UTF-8 BOM, CRLF, and multiline cells. - Show at most 500 data rows and 100 columns. Show a notice for larger files. Keep the complete download. - Add CSV attachment and workspace previews. Put workspace tab view controls in the header. - Add parser and interaction tests, Storybook examples, and product documentation. ## Verification - 28 focused tests pass across the parser, attachment tabs, and file viewer. - UI typecheck, UI build, and token gates pass. - Playwright checked desktop and mobile rendered → raw → rendered flows using the real attachment preview component in Storybook. Screenshots are recorded on the driving task. - Repository-wide typecheck and build were attempted. Both require cargo, which is absent in this environment. - The earlier repository-wide local test run stopped after a server test race failure. The prior commit passed all GitHub CI jobs. - Review fixes add source-line navigation coverage and CSV boundary tests. All 22 file-viewer tests pass. UI typecheck and token gates pass. - All 54 active GitHub checks pass on the final commit. Two Storybook checks are skipped. Greptile gives 5/5 with no actionable findings. - The final version preserves HTML previews from master and uses the shared toolbar control. All 35 focused tests, UI typecheck, UI build, and token gates pass. ## Risks - The first CSV record supplies column headers. Files without headers use that same rule. - The table preview is bounded. Download and raw view retain the complete file. - No API, database, or dependency changes. ## Model Used - OpenAI Codex, GPT-6. The runtime does not expose a more precise model ID or context window. Used code editing, shell tools, and browser checks. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 09:17:18 -05:00
DottaandPaperclip	1640c5b6ab	feat(ui): render HTML artifacts in a secure sandbox (#15447 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents deliver reports as task attachments and workspace files. > - The board already renders Markdown, but it shows HTML reports as source or rejects their preview. > - Reports can need inline scripts to build charts and tables. > - Artifact scripts must not read board cookies, storage, or the parent page. > - This pull request adds an opaque-origin HTML preview and view controls beside Download. > - Users can explore a report, inspect its source, and download the original file. ## Linked Issues or Issue Description What existing behavior does this improve? The task attachment panel and workspace file viewers. Subsystem affected ui/ and the server workspace file preview service. Current behavior HTML attachments show source text. Workspace HTML files cannot be previewed. Proposed behavior Render self-contained HTML reports in a sandboxed iframe. Place eye and code controls beside Download. Preserve the original file for raw view and download. Reason and benefit Users can read and filter agent reports in Paperclip without giving artifact scripts access to the board session. Breaking changes HTML previews now open rendered. Scripts and styles must be embedded in the report. Remote resources, API requests, forms, popups, and host navigation are blocked. Workspace HTML content uses the existing bounded UTF-8 JSON response. Additional context Related closed proposals: #3293 and #4857. This change uses the current attachment and workspace viewers and adds no report-serving endpoint. The Artifacts and Work Products roadmap item is complete; this improves its existing preview behavior. ## What Changed - Add a shared HTML iframe renderer with `sandbox="allow-scripts"` and no `allow-same-origin`. - Install a restrictive CSP before artifact markup. Keep inline report scripts and styles. - Add shared rendered/raw icon controls beside Download in the attachment panel, workspace panel, and file sheet. - Return workspace HTML as bounded text inside JSON. Keep download and path-access protections. - Add Storybooks for reports, security probes, workspace viewers, a task journey, and mobile layouts. - Document the security boundary and browser test command. ## Verification - `pnpm -r typecheck` and `pnpm build` pass. - Token gates and the static Storybook build pass. - Four browser tests pass. They cover report filters, raw mode, task entry, workspace viewers, cookies, storage, host DOM, resource requests, forms, popups, and host navigation. - The focused UI suite passes 26 tests. The file-resource server suite passes 36 tests. - Local full-stack acceptance passes with an actual 52 KB HTML report. Its chart and filter render. Raw mode preserves the source. Download bytes match the original file. - The complete local UI suite passes: 698 files and 7,754 tests. - `pnpm test:run` was attempted. Its server group recorded two unrelated timeouts and eight connector failures. All failed cases pass in isolated reruns, including the complete 388-test connector suite. The remaining local run was stopped after the full CI test coverage passed, to release test database resources. The full local command did not complete cleanly. - The separate local CLI group passes 511 tests. Three worktree database cases fail to start embedded PostgreSQL because this Mac has exhausted its shared-memory allocation. One isolated rerun fails at the same database startup step. No CLI code was changed. The corresponding CI test jobs pass. - All 56 PR checks are clean on `c771255f1a2e86bd8825f22eafb5d14a5e342cce`. Greptile gives 5/5 with no actionable findings. The security scan passes. The branch has no merge conflict. - Review the HTML artifacts section in Storybook. Run `pnpm exec playwright test --config tests/html-preview/playwright.config.ts` for the browser checks. ## Risks - Never add `allow-same-origin` to this iframe. Its opaque origin is the cookie, storage, and host-DOM boundary. - Reports that depend on CDN assets need to embed their dependencies. - The frame can navigate itself. Sandbox restrictions remain after navigation. This is not full network isolation. - Inline scripts can consume browser resources. This change does not isolate CPU or memory use. - No database migrations or API shape changes are required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository editing, code execution, and browser tool use. The runtime does not expose a more specific model ID or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass — feature and UI checks pass; the full local run has the infrastructure limits recorded above. All CI test jobs pass. - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 09:01:05 -05:00
DottaandPaperclip	b315580640	feat: add private task creation and sharing controls (#14718 ) Add private task creation and sharing controls, effective access explanations, private project management, and locked task references. Constrain the mobile composer plus menu to the viewport and explain named inherited privacy on hover, focus, or tap. Include 125 production-component Storybook stories and thirteen interactive user journeys. Final head passes all CI checks and Greptile Apex 5/5 with no findings. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 07:27:52 -05:00
DottaandPaperclip	b67db12d90	feat: add durable storage for private tasks (#14717 ) Add private task and project ownership, downward access grants, and immutable run/workspace provenance. Apply migration 0313 with bounded batch commits and concurrent indexes. Keep the enforcement and sharing changes in their dependent PRs. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 06:53:20 -05:00
Devin FoleyandPaperclip	799e4d556f	fix: make accounting durable and synchronize cost reporting (#14997 ) Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 22:26:48 -07:00
Devin FoleyandPaperclip	892b0b3606	fix: scope quota reports to authorized subscription accounts (#14994 ) Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 18:20:37 -07:00
Devin FoleyandPaperclip	228f0e2807	fix(ui): make pull request review waits visible (#15375 ) ## Thinking Path > - Paperclip lets people supervise agent work and review its outputs. > - A task can wait for a human to review a pull request while an agent schedules checks. > - The PR work product and detected external links use separate display paths. > - A private PR can disappear from the useful sidebar view when its provider lookup fails. > - The monitor countdown says when the next check runs but omits the saved review request. > - This change shows the saved PR and requested review in the task's existing surfaces. ## Linked Issues or Issue Description What happened? A task kept checking whether a private GitHub PR had merged. Its work product requested board review, but the Properties sidebar used detected external objects instead. The PR URL was stored only in metadata, which the PR refresh path did not read. The composer showed a generic monitor countdown with no PR link or review action. Expected behavior Show saved PR links even if provider access fails. During a GitHub monitor wait, make outstanding review requests visible with the next check time and a status-check action. Stop requesting review when a PR merges or closes. Steps to reproduce 1. Register a PR work product with `reviewState: needs_board_review` and its URL in `metadata.url`. 2. Schedule an external-service monitor for GitHub. 3. Open the task with external-object lookup unavailable or unable to access the private repository. 4. Inspect Properties and the composer wait strip. Related work: #14469 added rich artifact cards. #8759 addresses attention on monitored task blockers. This change uses the existing work products and monitor action; it adds no blocker or approval mechanism. ## What Changed - Show saved PRs in Properties, including metadata-only links, independent of external-object availability. - Deduplicate equivalent GitHub PR URLs while preserving the saved navigation link, and put explicit review requests first. - Keep provider status and freshness on the combined PR row; keep private PR links usable when lookup fails. - Show the saved PR review request above the composer and in the existing monitor banner during a GitHub monitor wait. - Label the existing monitor action `Check status` and show check failures inline. - Suppress review prompts for merged, closed, or archived PRs even if their review flag is stale. - Refresh PR metadata using `metadata.url` and the existing `repository` alias. - Share saved work-product reads across the thread, Properties, and Artifacts. Refresh GitHub in a separate query and enrich only matching PR versions. - Start a fresh saved-row request on live invalidation so late provider responses cannot hide new artifacts or changed review requests. - Cover stalled GitHub lookups in both panels so refresh latency cannot hide saved work. - Scope monitor-check mutation state to the task so failures and late responses do not leak across navigation. - Refresh GitHub status when the displayed run finishes, including when saved PR rows have not changed. - Clarify that PR review and external release handoffs need a saved human-input interaction with an agent assigned for continuation; a flag, monitor, or handoff comment alone does not create that card. ## Verification - 386 tests pass across eleven affected UI and server suites on `184c7d8746`. Regressions cover saved links, provider status, cold-cache loading, panel reopening, monitor errors during navigation, and live updates during provider refresh. - Three live-update regressions and two run-completion regressions fail before their fixes and pass afterward. These tests use the real API client's GET coalescing and abort handling. - Full repository typecheck and build passed on the merged parent `1a49112dd2`. The latest UI changes pass UI typecheck and token gates; CI also verifies the latest build. Capability contract/inventory checks pass. - Storybook build and browser checks passed before the query race fix. Browser checks cover desktop and 390px mobile review waits, plus video, mixed-file, and empty artifact galleries after background refresh. - The earlier full local `pnpm test:run` was stopped under disk pressure. It reported failures outside the changed suites; an isolated skill-cache run reproduced three existing macOS permission failures. The full local suite was not rerun for this follow-up. - Latest-head CI passes on `184c7d8746`, including the browser shards and canary dry run. Apex is 5/5 with no actionable findings and no unresolved threads. All eight reported findings are addressed. ## Risks - This uses saved PR review state. When GitHub access fails, the saved state can remain stale until the agent updates it. The link remains visible and the status check remains available. - `Check status` wakes the existing monitor owner. It does not merge a PR, accept an approval, or mark the task done. - No schema, permissions, or scheduler behavior changes. ## Model Used OpenAI GPT-6 via Codex, with reasoning, repository analysis, code editing, and test execution. The exact deployment model ID and context window were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass — 277 affected tests - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 16:03:13 -07:00
DottaandPaperclip	ee3c728b95	fix(ui): keep No project available in new composer (#15382 ) Keep the no-project action first and available during project search, while preserving matching-project keyboard selection. Add focused regression coverage for ordering, projectless submission, and filtered Enter behavior. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 16:04:08 -05:00
DottaandPaperclip	582911ba74	fix(access): give Operators default company editing permissions (#15377 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Human company members receive permission grants from their role preset. > - Human invitations use the Operator role by default. > - The old Operator preset only granted task assignment, so ordinary members could not edit agents or manage connections. > - This pull request gives Operators company editing and audit access while keeping join approval and member-permission management separate. > - Members can configure their agents and accounts without an Owner role. ## Linked Issues or Issue Description What existing behavior does this improve? The default permission grants for human Operators and the invitation role description. Subsystem affected server/ permission presets and invitation authorization, plus ui/ invitation and tool access gates. Current behavior Operators receive only `tasks:assign` as an explicit default grant. Agent configuration and managed account setup fail their permission checks. Proposed behavior Operators receive agent creation/configuration, skills, environments, invitations, task assignment, pipelines, connections, tool management/use, and audit grants. The preset excludes `joins:approve` and `users:manage_permissions`. Operators can invite Operators and Viewers. Inviting a role with either excluded power requires that power, so invitations cannot bypass the restriction. Reason and benefit Ordinary company members can edit company work and connect accounts through the existing routes. Breaking changes The Operator preset grants more permissions. The existing startup and Cloud sign-in seeding paths can insert these missing grants for existing Operators. They retain custom grant scopes. Explicit invitation grants still take precedence. Inviting Admins now requires join approval; inviting Owners also requires member-permission management. This PR adds no migration or new backfill path. Related: #5945 describes missing role grants in another membership entry point. This PR changes the preset and does not change that endpoint. ## What Changed - Expanded the Operator preset to 14 company editing, invitation, tool, and audit grants. - Kept join approval and member-permission management out of the preset. - Required those powers when an invitation's selected human role includes them, preventing Operators from delegating the excluded powers through Owner/Admin invitations. - Updated the invitation role copy and the product specifications. - Allowed active Operators (including legacy Member roles) through the invite shortcut and advanced tool/profile UI gates. Kept inactive memberships, Viewers, and other companies excluded; API grants remain authoritative. - Added tests for the default Operator grants, both excluded actions, agent editing, company boundaries, and invitation role authorization. - Simplified adapter-route test imports so authorization errors and the error handler use one module graph; retained the upstream mock-initialization fix. - Kept Owner/Admin/Viewer presets and explicit invitation grants unchanged. Added no EE code or database migration. ## Verification - Permission and invitation tests: 38 passed across access service, invitation defaults, and invitation creation routes. - UI access tests: 61 passed across invitation shortcuts, Operator tool/profile access, and invitation UI. - Adapter route tests: 15 passed after resolving the upstream test setup conflict. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`: passed on the final branch. - The initial local `pnpm test:run` general-server batch reported three tool-access failures and eight upload-helper timeouts. Both complete affected suites passed in isolation on the final branch: 403 tests. The initial full local run was not green. - Both complete tool-access and adapter route suites also passed on an untouched snapshot of base `88ff98b83`: 387 tests. The earlier tool failures did not reproduce there. - [All CI gates passed](https://github.com/paperclipai/paperclip/actions/runs/37527422346) for `068be153b9c2a064f2aaccc0627fdf458e73747e`, including the previously failing serialized adapter lane, general tests, E2E, typecheck, build, Runner checks, and canary dry run. - Greptile scored that exact commit 5/5. Superagent passed. Both invitation review threads are resolved. ## Risks - Operators gain broad company editing and invitation access by design. - Existing default seeding can add the new missing grants during startup or Cloud sign-in. It does not replace existing scopes. - Company boundaries and the two excluded permission checks still apply. - An Admin without member-permission management can no longer invite an Owner. Operators retain invitation access for Operator/Viewer roles and agent-only invites. - This PR changes company permissions. Cloud workspace invitation rules remain separate. ## Model Used OpenAI Codex, GPT-6. The exact deployment model ID and context window were not exposed in this session. Used repository inspection, code editing, shell execution, and test tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting a merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 15:55:38 -05:00
DottaandPaperclip	2ca0d26a99	fix(connections): recover missing personal AI credentials in chat (#15376 ) Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 15:36:01 -05:00
DottaandPaperclip	e38d6d16b6	feat(connections): add advanced provider setup and live browser qualification (#15341 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users connect accounts and choose an agent harness and model. > - The runtime change in #14970 supports custom providers on those connections. > - Normal setup must stay simple while advanced users can choose a compatible gateway. > - Shared connector rows and access controls keep these choices consistent. > - This pull request refines the agent setup UI and adds review stories and repeatable browser qualification. > - The qualification checks real tools and downloaded outputs, not only a successful run status. ## Linked Issues or Issue Description Refs #14970, #37, #13083, #14104, #14565, #12692. The core implementation in #14970 is merged. This branch incorporates its squash commit and targets `master`. Both PRs contain our implementation. #14016 is a reference only and is not a dependency. This PR has 96 changed files. ## What Changed - Complete model-provider connector presentation beside other connectors. Each row uses the existing Connect action and connection list. Tags are stored without category UI. The base PR includes the provider forms and routes. - Show persistent Subscription, API Key, and Advanced choices. Label Advanced as Custom Gateway. Reuse provider logos, connection lists, and permissions controls. Default access to the organization and all agents when permitted; keep narrowing controls under Advanced. - Keep Configure reachable before subscription sign-in, so users can select a supported environment when the default cannot sign in. Testing and saving still require a connection. Show the execution environment in Configure. Preserve the confirmed Connect choice. Editing a method, credential, saved account, or advanced choice requires that current choice to connect before testing or saving. Use matching model and thinking-effort dropdowns and retain connection icons in selected values. - Preserve the new harness model default when switching an existing OpenCode agent to Codex or Claude, and resolve user-selected model names with the effective harness. - Load popular OpenRouter models through the shared connection-model discovery path. Keep explicit model lists and manual model entry available. - Group onboarding, connection setup, agent runtime, management, recovery, and production-component stories under AI Connections / Provider routing. - Add an explicit-only provider-connections browser suite for managed local or existing local/staging targets. Use private browser profiles and credential handoffs. Support human-assisted subscription sign-in without sharing passwords or tokens in reports. - Verify persisted connection identity, runtime probes, tool execution, exact artifact bytes, completion, and context-dependent follow-up. Retain source/model provenance, cost bounds, closed error diagnostics, original failures, and cleanup evidence. - Add Gemini startup-model and skill-root fixes, Grok private-history detection, ACP filesystem regression fixtures, selected-workspace handling for local Hermes, and artifact-helper workspace fallback. - Keep managed Grok runtime homes disposable. Remove host-side transcript retention/restoration because private file modes do not isolate same-user agent processes. Ignore earlier development archives and use a fresh task handoff when history is unavailable. Verify the absence of restored transcripts with a separate same-user process. - Capture stopped-run diagnostics before deleting an attached-company fixture agent. Track creation and owned sign-in receipts; revoke only this attempt's accounts and never adopt a concurrent campaign's newly created account. Preserve failure signals and final status through cleanup. - Require the requested environment in the saved agent and every run, including follow-ups. Reject a forced incompatible target. Keep one cancellation state through startup, every cell, reporting, and teardown for SIGINT, SIGTERM, and SIGHUP. Stop further paid cells after interruption. Document qualification limits. ## Verification - Current head `b3bb3e94d577d43d9965a6b9daba039f599b2e49` includes master `d9f600043`. The security fix in `a758fde31` passes full workspace typecheck, production build, and 119 connection/Grok regressions. The unchanged UI passes all 126 configuration/model-discovery tests and token gates. The final published-guide correction passes Grok adapter typecheck. Earlier head `eebd8225c` passed the complete deterministic runner suite (1,404 Vitest tests and 128 Node tests) and all CI jobs. Current-head CI run `37520147514` passed all 47 jobs, including the full sharded Vitest and browser matrix, production build, and canary dry run. All 55 checks completed: 53 successes and two expected skips. The current-head security scan passed, Greptile is 5/5, and no review threads remain open. - A separate same-user process reproduced reading a restored Grok transcript before the security fix. The regression now finds no transcript. Existing fresh-session fallback and ordinary session metadata behavior pass. - The final account-choice and cleanup fixes pass 85 setup tests and 26 qualification-harness tests. Regressions verify that editing a connection invalidates confirmation, Configure remains reachable before sign-in, diagnostics are captured before fixture deletion, and concurrent campaigns cannot adopt or revoke each other's accounts. UI and E2E typechecks pass. - The Storybook build and actual Chromium production-component stories passed during this change. Review the neighboring AI Connections / Provider routing stories, regular connector rows, three connection modes, model discovery, and the single execution-environment control in Configure. - Cancellation smoke verified authenticated cleanup before browser close for SIGINT, SIGTERM, and SIGHUP. Regressions cover interruption during startup and reporting, missing-file ACP resource errors, and preserved permission denials. Both ACP runtime versions and 54 ACPX/Grok regressions passed. The deterministic connection-intent browser suite passed two tests. - Historical local qualification retained 43 passing API/gateway cells out of 46, with downloaded outputs and follow-up receipts. These attempts span earlier builds; they do not qualify this exact commit or staging. Subscription combinations, Gemini overloads, and the unresolved follow-up failure remain recorded rather than counted as passing. - Use `pnpm test:e2e:runner -- --list --suite provider-connections` to inspect the matrix. Follow `tests/runner-e2e/PROVIDER-CONNECTIONS.md` for credentials, target URL, sign-in assistance, budget, evidence, and cleanup. Paid live tests remain opt-in. ## Risks - The core implementation in #14970 is merged. This PR adds no database migration of its own. - Subscription login needs an interactive provider session. Dedicated accounts and staging qualification remain follow-up work; this PR does not certify every login combination for production. - Managed Grok transcript resume is deferred until provider history has an OS isolation or authorized broker solution. Follow-ups start fresh with Paperclip task context; earlier live Grok results do not qualify this behavior. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Live overloads and one unresolved follow-up timeout remain recorded. The stock CLI is unchanged, and those cases are not marked as passing. - Real-provider tests spend credits and use private credential/evidence directories. The launcher requires explicit selection and checks target ownership. It must not attach to a developer's database by accident. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local remain outside custom provider setup. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 15:21:22 -05:00
DottaandPaperclip	a7a2ed63a0	fix(ui): restore wheel and touch scrolling in task selectors (#15374 ) Restore wheel and touch scrolling in nested task selectors and keep mobile picker controls reachable above the keyboard. Stabilize the affected server route test harnesses for Vitest 5. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 15:18:07 -05:00
DottaandPaperclip	a590ab769d	Give managed agents persistent cryptographic identities (#15352 ) Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence. Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 13:57:03 -05:00
DottaandPaperclip	9f7057e122	feat(connections): configure custom model providers across agent harnesses (#14970 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use a harness, a model, and a credential to run tasks. > - Connections already store credentials and control who can use them. > - Custom providers also need an endpoint and a supported API format. > - A per-agent endpoint would duplicate credentials and access rules. > - This pull request stores routing on the connection and projects it into the harness. > - Isolated credentials and protocol checks keep the selected connection authoritative. ## Linked Issues or Issue Description Refs #37, #13083, #14104, #14565, #12692. #14016 is a reference only. This PR has its own schema, vault persistence, routing validation, runtime projection, and tests. None of the five commits in #14016 is an ancestor of this branch. We do not depend on or plan to merge it. #14967 addresses task-pinned account pools. #14422 addresses another provider integration. This is the first of two linked PRs. Merge this connection change before #15341, which refines agent setup and adds the qualification harness. The split keeps each review below 100 changed files. Provider catalog entries have usable setup forms in this PR. Local browser subscription sign-in is included. ## What Changed - Store non-secret routing metadata on AI connections. Vault provider API keys, including Bedrock bearer API keys. Reject general AWS access keys. - Enforce company, owner, human audience, agent access, connection status, and protocol checks before resolving credentials. Keep reconnect destinations immutable and retain connection identity during key rotation. - Project OpenRouter and compatible custom endpoints into Codex, Claude, OpenCode, and local Hermes. Carry these settings through both legacy and native runner transports. Clear conflicting host credentials and redact keys from diagnostics. - Preserve older OpenRouter accounts and native personal defaults. Add Google API-key accounts and migration `0306` for the two provider-default constraints. - Run local Claude and Codex subscription sign-in behind the existing browser sign-in card. Use private attempt homes and owner-bound completion instead of a copied terminal command. - Seed isolated Gemini authentication and preserve OpenCode workspace permissions. Keep the selected connection authoritative. The independent Gemini and Grok workflow fixes are in #15341. - Keep native OpenCode custom gateway keys in a runner-owned selected-model proxy; the harness config contains only a session-scoped capability. Honor runtime outgoing proxy and certificate settings. Preserve streamed responses and revoke the proxy on close or startup failure. - Allow ordinary members to connect native personal accounts before an agent exists. - Repair routed accounts from task cards using the saved provider destination, protocol, model aliases, and connection identity. - Add provider catalog definitions, model discovery, pinned logos, and complete native and routed setup forms. Allow a personal routed connection before a new agent exists. Keep endpoint authentication keys out of Hermes terminal children. - Recover cancelled or restarted browser sign-in with a clear restart action. Support no-auth endpoints without a vault credential. Add isolation and recovery regressions and runtime documentation. ## Verification - Updated with `origin/master` at `22a3ea341`. Migration `0306` follows the new master migration and passes migration and snapshot checks. - The integrated connection regressions passed 152 tests and 50 native OpenCode driver tests, including key-free child-shell configuration reads, authenticated/no-auth forwarding, streaming, model/path restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass. Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34 executable also completed a turn through the proxy against a local synthetic provider; the reusable key was absent from its config. A second real-executable smoke passed with an HTTPS CONNECT proxy and runtime-specific synthetic certificate trust. Certificate-file and certificate-directory regressions pass. - Task-card repair passed 48 tests, including OpenRouter, Bedrock, and custom gateway reconnect cases. UI typecheck and token gates passed. - The prior core regression set passed 133 tests across new-agent setup, provider forms, browser sign-in, routing projection, and connection authorization. Token gates and UI typecheck passed. - Full workspace typecheck and production build passed again after the latest integration and credential-proxy fix. The merged deterministic runner E2E suite passed 1,400 Vitest tests and 128 Node tests. - Full workspace typecheck passed on the prior linked combined implementation. Production build, Storybook build, 1,316 browser-harness Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the latest master integration and regenerated migration. This exact head passed 54 remote checks with four expected skips and Greptile 5/5; no review threads remain open. An unchanged server fixture had a random six-character issue-prefix collision on its first attempt. All 245 tests passed locally and the single CI retry passed. - A provider-free terminal check used the cited supported Hermes source and dummy keys. Gateway and OpenRouter terminal children could not read the selected key. - The broad local Vitest attempt passed 15,442 tests but was not green. It had an embedded-Postgres startup failure, an HTTP logger timeout, an origin socket error, and a browser cancellation wait timeout. The cancellation wait was corrected. The relevant connection tests and the full origin test file passed separately. Latest-head CI must pass before merge. - Prior credential-backed acceptance exercised task creation, tool use, artifact delivery, completion, and context-dependent follow-up. Claude legacy and native runners passed Bedrock with `us-east-1` and `us.anthropic.claude-sonnet-4-6`. - Historical local qualification retained 43 passing API/gateway cells out of 46. Those attempts span earlier builds. They do not qualify this exact commit or staging. All subscription combinations and staging remain unqualified. - Verify native subscription and API-key setup. Connect a regular provider catalog row. Verify an incompatible harness and a changed reconnect URL are rejected. Use #15341 for the complete browser campaign. ## Risks - Migration `0306` changes two check constraints. It preserves rows and is safe to reapply. It takes normal constraint-change locks. - Credential projection touches several harnesses. CLI upgrades can change provider configuration and session behavior. - The native OpenCode proxy adds a loopback hop, pins requests to the selected model, limits request bodies to 16 MiB, rejects redirects, and expires at session close. It prevents reusable keys in the child configuration; it is not an OS isolation boundary against a process debugger running as the same user. - Custom endpoints must be reachable from the agent environment. Saving a connection does not prove connectivity. Bedrock keys require rotation before expiry. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Provider overloads and an unresolved follow-up timeout also affect live Gemini qualification. We have not patched the installed CLI or marked those cases as passing. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS identity, arbitrary auth headers, and custom routing for other harnesses are excluded. - These PRs do not establish production or staging qualification for every provider and login method. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 13:29:03 -05:00
DottaandPaperclip	22a3ea3414	Invite assistants from Connections with scoped browser and device consent (#14933 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Public MCP lets people use their organization from an external assistant. > - Operators need a visible control for this experimental access. > - Hosted users should select an organization once and then approve its permissions. > - This pull request adds the setting, invitation-first setup, and browser or device consent. > - Connections provides a copyable invitation with public instructions that grant no access. > - Users reach browser consent from their assistant and return to inspect or revoke access. ## Linked Issues or Issue Description Builds on merged foundation #14846. This PR now targets master. Related settings convention: #13905. Current behavior The preview uses an environment variable to enable MCP. Hosted consent repeats organization selection. Assistant access has no entry in Connections, so users must already know the endpoint and how to reach consent. Proposed behavior An administrator enables Settings → Experimental → Assistant connections (MCP). A hosted connection shows the selected organization and its icon, then asks for permissions. Requested write access starts checked when the user’s role permits it; the user can opt out before connecting. Direct instance connections show an organization picker with the first available organization selected. The selection stays fixed across refetches and still requires an explicit Connect action. Connections includes Assistant Connection (MCP). Its setup page explains the canonical endpoint, client configuration, browser authentication, and connected access. It connects as the current person and does not select or impersonate an agent. Reason and benefit Operators manage access with the other experiments. Users select one organization, and both the UI and server enforce that choice. Breaking changes The old enable variable has no effect. Preview operators must enable the setting once. Apply the additive consent-request migration before deploying the tenant, then deploy the compatible Cloud broker. Existing direct requests and grants keep their behavior. ## What Changed - Simplify OAuth and device consent: show the Paperclip logo beside “Connect {client} to Paperclip”, fall back to “your assistant”, and show the identifying origin plus its favicon below, with the callback URL also visible when different. Remove the hosted-organization creation action. Default to the first available organization without silently changing it on refetch; preserve company restrictions and write opt-outs. Keep the button row contained on narrow screens. - Make Copy invitation the primary action, using the shared animated AgentSetupPrompt and a collapsed manual setup section with icon-labeled line tabs. Remove redundant link actions, copy-status text, the extra first-prompt well and revocation explanation from the setup page. Serve shared version-aware HTML and Markdown instructions without private organization data. - Support guarded Client ID Metadata Documents alongside dynamic registration, and include authorization response issuer identification. - Add RFC 8628 device authorization with separately hashed codes, expiry, shared request quotas, persistent polling backoff and atomic redemption. Reuse human consent, role checks, scoped grants, audit and revocation. - Add CLI device login and a local stdio bridge. Store credentials separately with private permissions and serialize rotating refreshes. - Add device consent stories and five cold-start paid Product E2E cases with independent grant, configuration and durable-work assertions. - Add `enablePublicMcp` to the settings validator, normalizer, feature catalog, and toggle UI. Check it live for OAuth, tools, subscriptions, and event delivery. Keep connection management and revocation available while disabled. - Default the MCP origin to the existing auth public URL, with strict validation and an explicit override. - Persist the optional OAuth `company_id` restriction. Describe only that company and reject approval for any other company, even if the person belongs to both. Keep active-membership and role checks. - Show the Paperclip icon and a large organization icon during consent. Return the saved company logo through the company-scoped request response and reuse the standard fallback icon. Use the requested concise permission labels: “Read all of your Paperclip data” and “Allow write access and creating tasks as me”. Use concise permission copy, retain a compact client and callback-origin disclosure, and remove the footer link. - Default requested write access on for eligible roles. Preserve opt-out across organization changes and refetch, reset defaults for a new request, and submit read-only access when the request or role does not allow writes. Align the shared checkbox with its label. - Use organization wording in consent, management, settings, and walkthroughs. Keep the organization fixed for hosted requests and retain direct-instance choice. - Add an Assistant Connection (MCP) card to the Connectors catalog, a setup page in the app shell, and a return link from Experimental settings. Include Codex, Claude Code, OpenCode, and generic remote MCP instructions. - Read the live gate and canonical server URL through authenticated setup metadata. Show only the current person’s grants for the selected organization, refresh after consent, and support revocation. Surface catalog status failures with an explicit retry action; do not present them as an empty connection list. Opening setup grants no authority. - Start the eight guided chapters in Connections. Keep presenter notes and chapter controls around real product pages in the app shell. Explain the terminal, consent, delegation, retrieval, and revocation handoffs. Mark conversation examples as illustrative. Cover first use, client setup, connected, loading, and error states. Keep the existing consent and management stories. - Keep the paid-eval setup and browser helper aligned with the setting and consent button. ## Verification - Warm-standby integration fix `ec64ea05e`: public MCP ingress now follows the Cloud claim guard; MCP and discovery paths return 503 instead of SPA HTML while unclaimed. Event polling checks the in-memory claim before reading the persisted experimental setting. All 97 focused OAuth/Cloud tests and server typecheck pass, including new request and timer regressions for idle-before-claim and resume-after-claim behavior. Fresh review is 5/5 with no unresolved threads, and all security scans pass on this final head. All browser shards, typecheck, build, canary installation and other test groups passed on the first attempt. The unchanged Cursor sandbox default-command test timed out at 10 seconds; the exact test passed locally without edits in 587 ms. The single failed-job retry passed, with the original failure retained in workflow 37500711895. All 54 final-head checks pass on `ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs are intentionally skipped). - Final master integration `8457828fc`: merged foundation #14846 and current master, preserving the invitation changes and all 33 files from the two newer upstream changes. No migration renumbering was required. All 95 focused OAuth/Cloud integration tests, full recursive typecheck and token gates pass. All CI gates passed on that integration head; review identified the warm-standby issue fixed above. - Security-review fix `8c1d0b696`: commit shared global/per-source admission before outbound CIMD work, preserve failed-attempt receipts, and validate resource/scope before fetching. Added migration `0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive typecheck and production build pass. The security scanner passed that commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18 authorization requests sharing one proxy across two service instances use just two fetches. All 70 OAuth/metadata tests and server typecheck pass after that refinement. Final follow-up `8ebeae84c` reports admission-storage failures as retryable HTTP 503 instead of invalid client metadata. Its regression proves no outbound request before admission and successful retry after storage recovers. All 71 OAuth/metadata tests and server typecheck pass. Final-head security scanning passes; Greptile is 5/5 with no unresolved findings. CI passed all browser shards, typecheck, build, token gates and canary installation. One unchanged adapter-utils bridge test raced a response-file write (expected a JSON error, received the safe file-changed error). The exact test passed locally without edits. The single failed-job retry passed; the original failure is retained in workflow 37490609192. All 54 checks now pass on final head `8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final integration above now targets master. - Integration with current master: preserved the new Connections source filters and pagination, kept all eval suites, and regenerated the consent/device snapshots as migrations 0303/0304. All four MCP migration SQL hashes are unchanged from the staging versions. Full recursive typecheck and production build, 132 focused UI tests (including catalog filtering), 89 server authorization/settings tests, 26 migration tests, 120 eval calibration tests and token gates pass. Review follow-up `4820ce74c` also keeps active assistant grants in Installed, with pending/error recovery and revocation/company-isolation coverage. All 76 setup/catalog tests, UI typecheck and token gates pass after that fix. The unchanged signoff browser test timed out waiting for a heartbeat in CI at `4820ce74c`; the exact test passed locally without code changes, and the preceding CI head passed that shard. That same unchanged test failed at the reviewer stage in the next CI run. All five signoff tests passed three times locally (15/15), without test changes. All eight browser shards pass at final head `8ebeae84c`; no browser-test edits or failed-browser-job retries were needed. - Setup-page refinement at `9ab009178`: all 17 focused setup/consent tests pass, along with UI typecheck, production build, Storybook build and token gates. Browser exercised the shared prompt preview and client tab switching, and the updated InvitationCopied Storybook interaction checks its clipboard fixture. All final-head CI checks pass at `9ab009178`, with no unresolved review findings. Deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524. Verified the actual page, tab switching and line styling, removed actions/copy, and successful native copy/paste of the complete Butter invitation into a local-only test field. The existing Claude grant was left intact. - Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates pass. UI typecheck and production build passed again at `4e4d5e4d9`; Storybook build and eval-helper typecheck passed for `28101cf91`. Follow-ups let the primary button wrap on narrow screens, preserve a distinct callback URL, and use only bundled icons to avoid pre-consent requests to client-selected sites. Browser-verified the real consent component in desktop and 320px mobile stories, including default selection, write access and preserved opt-out. Updated E2E heading/default-selection helpers. All CI checks passed at `dc8e9fd11`, with review 5/5 and no unresolved threads. The Butter preview publication needed a retry because npm initially accepted the DB package before making it visible; the retry succeeded and `dc8e9fd11` deployed. Verified a fresh, unapproved native Codex CIMD request on Butter: default organization/write selection, known-client heading and icon, distinct callback origin, and removed creation action. No grant was approved for this UI check. Prior paid runs below retain their exact source provenance; this UI-only follow-up did not rerun paid qualification. - Source-pinned paid matrix at `2992ef2710f47230e7f484c709c6ba02524f884c`: 15/15 passed, five cases each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign `local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config, unavailable host, denied consent and reconnect/later retrieval, with independent configuration/grant/task/run/document assertions. Original failures, transcripts, source fingerprints and billing remain retained. - Final instruction follow-up `cda8178af`: 3/3 cold starts passed on Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`. Latest `0637b9f1c` shares that same guidance across HTML, Markdown and manual UI after review; generated Markdown is verified byte-identical to the paid-evaluated version. Shared build, server/UI typechecks, token gates and 63 auth/metadata tests passed again. Every CI gate passed at prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads. - Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval calibration tests, server/UI/eval typechecks, token gates and Storybook build passed. Full recursive typecheck and production build passed during implementation; CI also passed them at `2992ef271`. - Local full-suite limitations: a large-file Git streaming test times out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh MCP reruns passed, and the corresponding CI groups passed. No claim that the local full suite is green. - Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD consent; device CLI reaches verification/consent. New grants await human approval. Existing local OpenCode retrieved a saved result in a fresh conversation through its previously approved grant. - Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received the exact copied invitation, read public setup, configured its server and started PKCE consent. Its shell command timed out; background retry reached the client's own callback deadline while approval remained pending. Latest instructions cover that handoff. No completed Butter read/delegation/result retrieval is claimed. - Cloud companion https://github.com/paperclipai/paperclip-cloud/pull/672 passes checks/review and deployed. Anonymous setup and device-protocol routing verified. Core `2992ef271` deployed successfully and the actual Claude web flow now reaches consent. Its extra JWT-bearer metadata is filtered to implemented grants; unsupported token grants remain rejected. Final `0637b9f1c` deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300; live HTML and Markdown both contain the final guidance. The superseded instruction-only build was canceled before deployment. This is a core-only staging preview; private Cloud plugins are omitted. ChatGPT web is signed out, so browser connector use is unverified. - Screenshot gallery begins at Butter's dashboard and distinguishes real setup/pending consent from local reuse and fixtures. It records the timeout finding. New persistent access needs human confirmation before the remaining actual-client acceptance work. - Manual path: Connectors → Assistant Connection (MCP) → Copy invitation → paste into assistant → configure and start authorization → sign in and approve → verify `paperclip_connection` → delegate → retrieve the saved report later. - Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md` and `doc/public-mcp.md`. ## Risks - Apply additive, replay-safe migration `0304_curvy_shadow_king.sql` before using device authorization. The public setup link carries no credential. Device codes and tokens stay private; neither sharing instructions nor installing a plugin authorizes access. - Apply additive migration `0305_chubby_vin_gonzales.sql` before deploying the shared metadata admission gate. It retains at most 60 short-lived, hashed-source receipts per instance and rejects excess attempts with 429. - CIMD metadata fetching is a new external-input boundary. It requires HTTPS, exact client ID and redirect validation, bounded responses and guarded DNS/network access. Client names remain self-reported. - Device support is per-instance. The central Cloud broker retains its existing grant support. Host installation and tool reload capabilities vary by client; instructions describe manual settings and restart requirements. - Consent names the registered client in its heading and displays its identifying origin below. Known-origin icons are bundled; all other origins show a neutral site icon without contacting client-selected sites. Client names are self-reported; the callback origin is the recipient check. The Cloud chooser also displays the original client and receiving origin before tenant handoff. - A user who accepts the preselected write permission can create tasks and comments. Task creation and comments can start or wake agents and use execution budget; the consent label uses the concise wording explicitly requested by the maintainer. Scope requests, role checks, and the final Connect action still apply. - Migration `0303_supreme_garia.sql` adds one nullable UUID column with `IF NOT EXISTS`. Requests without a company restriction keep the direct-instance picker. The binding stays recorded if its company is deleted; consent then fails closed. - Deploy tenant support before the Cloud broker sends `company_id`. Unknown or inaccessible organizations must never fall back to a different company. - The setting defaults off. Disabling access does not cancel work already delegated. Existing tokens and unexpired subscriptions can resume when enabled again; revocation remains separate. - The catalog entry is visible for discovery while the feature is off. Setup instructions, OAuth, and tool execution remain gated. No access is granted by viewing the entry. - Assistant sign-in starts in the external client so it owns PKCE and callback state. Client command syntax can change and links to official setup documentation are included. - An authenticated instance and valid public URL are required. Hosting, paid execution, and store publication remain separate rollout steps. ## Model Used OpenAI GPT-6 in Codex, with tool use and code execution. The exact serving model version and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused checks pass; unrelated local full-suite timeouts are explicitly recorded above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 12:35:16 -05:00
DottaandPaperclip	f2715e02bb	fix(native): surface model capacity errors and retry automatically (#15347 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Native runs preserve provider events and results, then decide task state. > - Codex can fail a turn because the selected model is temporarily at capacity. > - Paperclip displayed a generic native-session failure and left the task in recovery. > - A known capacity failure needs a clear message and a durable delayed retry. > - This pull request uses committed terminal evidence, the status-effect ledger, and existing dispatch gates. > - The task can continue automatically without an unbounded retry loop or a model switch. ## Linked Issues or Issue Description Related: #13993 adds launcher capacity deferrals before provider startup. This change handles a committed native Codex `serverOverloaded` terminal after provider work has started. What happened? A native Codex turn ended with `codexErrorInfo: serverOverloaded` and “Selected model is at capacity. Please try a different model.” Paperclip saved the result, showed a generic failure, and required recovery instead of waiting and retrying. Expected behavior Show the capacity error directly. Schedule bounded retries after a short delay. Preserve saved work and honor current execution gates. Steps to reproduce 1. Run a native Codex task. 2. Commit a `turn.failed` event with `serverOverloaded`, then accept a failed result for the same turn. 3. Inspect the task error and its recovery state. The regression test reproduces this without a paid provider call. Paperclip version or commit Reproduced against master `16b7db35ffa0f9a95913c8cbdeea3d595435691f`. ## What Changed - Classify capacity failures from committed runner events and the pinned execution identity. Preserve accepted results and display the specific capacity error. - Atomically persist one scheduled successor with the status decision. Retry after one minute, then two minutes. Share the existing failure budget and stop after two automatic retries. - Reuse dispatch gates for ownership, task holds, dependencies, budget, and locks. Wait for predecessor execution, finalization, and cleanup before claiming a retry. - Preserve pending reviewer authority and suppress retries after reassignment or a successor claim. - Consume the failed run's resume receipt and delivered wake input. Rebuild ordinary continuation from the failed run so explicitly resumed tasks can retry without borrowing one-run authorization. - Label scheduled retries “Model at capacity.” Add a Storybook example and avoid duplicate punctuation in the existing retry card. - Add regression coverage and document the runtime contract. ## Verification - Targeted recovery and UI suites: 125 tests passed. Additional final cleanup and lock regressions passed. - Latest-head continuation and authorization regressions: 57 tests passed, including all four capacity integration tests against an isolated PostgreSQL database. - Rechecked all four capacity integration tests with the full runner's isolated `PAPERCLIP_HOME`, config, temporary directory, and serial fork settings: passed. - `pnpm -r typecheck`: passed. Final server typecheck passed. - `pnpm build`: passed. - `pnpm check:token-gates`: passed. - Browser: checked the real Storybook card. It shows the capacity message, automatic retry time, and existing Retry now action. - `pnpm test:run`: attempted and restarted after an interruption. The resumed run started before the final review correction and was stopped after recorded workspace/native test failures and the five-minute Git streaming timeout already documented on master. Exit 130; no complete local full-suite pass is claimed. Current-head isolated capacity tests and the complete CI suite pass. - A combined local recovery-suite attempt also hit PostgreSQL initialization failures at this macOS host's global shared-memory limit (32 slots). The focused recovery suites passed separately; final-head capacity tests also pass with the full runner's isolated environment settings. - Latest-head GitHub checks: all 56 checks green, including general and serialized test shards, browser E2E, typecheck, build, Runner verification, and canary dry run. No merge conflicts. - Greptile: 5/5 on `813a470b8c18c05aeb7e31e63e573c3a3a2f5cac`, with zero unresolved findings after fixing the resumed-task continuation issue. ## Risks - Capacity retries can repeat a task turn after partial work. They start a fresh provider session with task history and wait for predecessor cleanup. They do not resume the failed turn. - Retries retain the configured model unless an operator changes configuration. Persistent overload consumes the existing failure budget and then needs an explicit retry or model change. - Only run-bound native Codex `serverOverloaded` failures qualify. Usage-limit exhaustion, model/account incompatibility, unbound text, and unknown provider failures retain their current recovery behavior. - No schema migration is required. ## Model Used - OpenAI GPT-6 through Codex. The exact model ID and context-window size are not exposed to this session. Used reasoning, repository tools, code execution, and browser verification. No subagents. ## 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>	2026-10-06 10:59:18 -05:00
DottaandPaperclip	9b3fe260ba	fix(tasks): surface Codex ChatGPT model rejection (#15299 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Native Runner runs report provider errors and can also save a structured failure result. > - Codex rejects a model that the user's ChatGPT account cannot use. > - Master now diagnoses this rejection, but the task's compact run data omits its message. The thread can still call it a generic run failure. > - Users need the account restriction and a clear step to repair the model selection. > - This pull request shows the existing diagnosis as “Model unavailable” on the task. ## Linked Issues or Issue Description What happened? Codex returns HTTP 400 with `invalid_request_error` and the message `The 'gpt-6.1-sol' model is not supported when using Codex with a ChatGPT account.` Master now stores an actionable diagnosis for this rejection. The task thread still labels it “Run failed” and does not receive its error text in compact run data. Expected behavior Show the account restriction on the task and in the run error. Tell the user to choose a supported model or clear the task's model override before retrying. Steps to reproduce 1. Use a Native Runner Codex agent signed in with a ChatGPT account. 2. Select a model that produces the rejection above and start a task. 3. Let the runner save its generic failed result. Inspect the task's failure marker and recovery notice. Additional context Refs: #15304. That merged PR diagnoses the provider failure and preserves worker and review recovery rules. This PR adds its task-facing message and guidance without changing that diagnosis or those rules. Refs: #13134. That PR improves model discovery for ChatGPT accounts. This PR exposes the rejection when a configured model still fails at execution time. ## What Changed - Return a bounded model rejection message in compact issue-run data. - Show “Model unavailable” and model-change guidance in the task thread and recovery notice. - Add database and UI regression tests, including both the original rejection text and master's fixed diagnosis. Document the new failure message. ## Verification - Focused merged-branch validation: 279 tests passed across activity service, native provider failure observation and PostgreSQL integration, TaskChatThread, and ExecutionBlockerNotice. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` passed on the merged source tree. - Greptile reviewed conflict-resolution commit `1db39c4e636a92e2e76ba224b71c6f1e2f556c81` at 5/5 with no findings or inline comments. - All 55 check runs completed without failure on that commit. The two optional Storybook jobs were skipped. The legacy Snyk status passed. The branch has no merge conflicts. - UI regression assertion: the task's failure marker says “Model unavailable” and retains the account restriction. It no longer says that this failure happened after a final response. ## Risks - Provider recognition and recovery are owned by the existing master implementation. This PR exposes only bounded error text for failed runs with `native_provider_model_rejected`. - Historical runs with the generic `adapter_failed` code are not reclassified. No stored run is rewritten. - Existing retry and reconciliation gates remain in place. No schema migration or model configuration change is required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and browser inspection. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 08:05:25 -05:00
DottaandPaperclip	81cd03b3b5	test(ui): keep initial reasoning with the saved reply (#15107 ) ## Thinking Path > - Paperclip helps people manage AI agents and their work. > - The issue thread shows saved replies and agent run history. > - History that appears after the reply can move the page. > - Master now waits for initial run history before it shows the thread in #15228. > - This pull request checks that reasoning and the saved reply appear together in the first visible frame. > - The test protects that behavior from a later change. ## Linked Issues or Issue Description No public issue tracks this report. This is a bug regression test. What happened? The issue thread showed a saved answer before its reasoning and tool history loaded. The later history moved the page. Expected behavior The first visible thread contains the initial reasoning and the saved reply in order. Steps to reproduce 1. Open an issue with an agent run and a saved reply. 2. Delay initial run-history hydration. 3. Observe the saved reply before its reasoning appears. Related work: #15228 now contains the reveal gate. This PR adds a direct regression assertion for that gate. #14667 takes a different loading approach and remains open. ## What Changed - Add a saved agent reply to the initial-history test. - Assert that the native run's reasoning appears before that reply when the thread becomes visible. - Assert that the thread stays inert until history is ready. ## Verification - `vitest run ui/src/components/TaskChatThread.test.tsx ui/src/pages/IssueDetail.test.tsx` passed: 353 tests. - `git diff --check origin/master...HEAD` passed. - GitHub CI checks are in progress for the rebased head. ## Risks - Low risk. This PR changes only a test. - The production fix is already in #15228. This PR must not restore the older code from the previous branch head. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex CLI assisted with tool use and code execution. The exact model ID and context window were not exposed to this agent 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 remote 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 (no user-facing documentation changed) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 21:09:09 -05:00
DottaandPaperclip	0e0b63e5a5	feat(connections): add experimental task-pinned AI routing (#14967 ) ## Thinking Path > - Paperclip manages AI agents and their work. > - AI Connections separate account access from models and harnesses. > - A pool must act as one connection while retaining each task’s account. > - Core must enforce member access and preserve session and recovery rules. > - A plugin supplies rotation policy without receiving credentials. > - This change adds durable routing and native connector setup and management. ## Linked Issues or Issue Description Subsystem affected AI Connections, Connectors, plugins, run dispatch, and session compatibility. Problem or motivation Operators need to rotate new tasks across saved accounts while each task keeps its account and session. Pool setup must fit the existing connector catalog and account workflow. Proposed solution Add an experimental router binding, a capability-gated plugin hook, and transactional task pins. Plugins declare native pooled connectors through `aiConnectionRouter`. Core hosts the existing-account picker, ordering step, and account settings. Related usage contract: #14936. Companion private plugin: https://github.com/paperclipai/paperclip-cloud/pull/643. Roadmap alignment This extends Apps and AI Connections. Core supplies generic enforcement and native connector UI; the private plugin owns rotation and quota policy. The prior duplicate search found no matching router implementation. ## What Changed - Add a router binding without changing existing concrete bindings. Keep the instance flag and new pools disabled by default. Require manual operator configuration. Show no routing toggle in Experimental settings on either open-source or Cloud installs, even after routing is enabled. - Persist company-scoped pools, one shared cursor per pool, and pins keyed by company, pool, agent, and task. Commit pins and cursor advances together with revision checks and bounded retries. Persist run-ID affinity before allocation. - Pass only authorized metadata and normalized usage to plugins. Core retains credential handling, member access checks, runtime qualification, and recovery evidence. Probe outside locks with a shared 15-second budget and freshness cache. - Resolve routing before credential preparation and backend selection. Preserve pins through turns, session resets, removed members, and quota waits. Retain admitted recovery after disable or uninstall. - Separate credential session epochs from token generations. Verified refresh preserves the epoch; reconnect and manual replacement change it. Include the credential slot ID in session and usage-cache identity, so reconnecting an indexed legacy account invalidates its old session even when both epochs are zero. - Validate pool member installations before accepting saved-agent bindings and recheck compatibility when the harness changes. Install only authorized members in the new-agent transaction and record their IDs in local activity. Pool membership cannot install a restricted shared connection. - Preserve pool bindings when agents hire teammates through either creation API or native caller runtime inheritance. Block stale manager credential references; retain explicit child authentication precedence and reject incompatible inherited pools. - Add native connector registration through plugin metadata. Reuse the Connectors catalog, setup header, account header, sidebar, dialogs, and usage display. Setup selects and orders saved connections. Advanced settings hold usage rules and member runtime defaults. New-account setup opens in another tab. - Use revision-checked pool archival from the Connectors catalog and account page. Keep task pins, cursors, recovery evidence, and underlying connections. Reject ordinary connection updates or removals that bypass pool revisions. - Add pool selectors, composer models, override notes, quota status, run details, activity records, and local run-log records. Keep session-adoption copy minimal. - Show Used by below the pool connections. List current company agents with shared avatars and profile links. Include paused agents; exclude terminated agents and agents using another pool. - Add Core stories for the generic connector workflow and runtime surfaces. Cloud stories reuse these production routes and tokens through a preview-only alias. ## Verification - Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass locally. - All 422 focused connector/settings/shared-contract/migration tests and all 156 database-backed AI connection, hiring, reconnect, and durable-routing cases pass (69 hiring cases rerun after the final auth-precedence fix). The merged shared contract retains connection instructions and pool metadata. The pool migration is generated at sequence 0299 after the latest upstream migrations; this PR makes no lockfile changes. - All four full-app Playwright tests pass on the final head after a cold restart and migration, against the installed private plugin and isolated database, with no route or pool-API mocks. They cover hidden routing controls after manual opt-in, native pool creation, ordering, membership edits, rename, paused defaults, enabling/save/refresh persistence, stale edits, cancellation/removal, preserved underlying accounts, unavailable routers, and Used by avatars and profile links. Exact command: `PAPERCLIP_CONNECTION_POOL_E2E=1 AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test --config tests/ai-connections-app/playwright.config.ts connection-pools.spec.ts`. - [Native setup, ordering, and management screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278) address the review follow-up. [Earlier selector, quota, and run-detail screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316) show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui storybook`, then Connectors / Pool host or AI Connections / Connection pools. Cloud owns its host-backed plugin stories; both repositories’ Operator Setup Required story assertions pass. - Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed both exact sessions after restart, preserved pinned accounts through explicit reset and controlled quota deferral/recovery, and committed only two allocations across fourteen runs. A later UI-created task test again rotated OpenAI then Anthropic and resumed OpenAI through follow-up/restart/quota recovery. That later Anthropic execution was blocked by its saved OAuth token expiring (provider 401). No live usage probes ran. - The full local `pnpm test:run` was attempted earlier and did not complete because of macOS embedded PostgreSQL bootstrap/shared-memory failures and the 40,000-file Git fixture timeout. The focused database suites above now pass; full-suite verification is provided by the split CI lanes. The preceding CI run had one runtime readiness timeout; it passes locally both alone and inside the larger runtime suite. That larger local suite also encountered an embedded PostgreSQL setup failure and two macOS temporary-path alias assertions; those two assertions pass with canonical TMPDIR=/private/tmp. All final-head CI checks are terminal green, including full general/serialized server suites, Runner checks, browser E2E shards, canary verification, build, and typecheck. Greptile is 5/5 on that exact head with no unresolved threads. ## Risks - The migration adds routing tables and a credential epoch column. Install the private plugin only with the compatible Core contract. - Routing and each pool require opt-in. Production distribution and fleet defaults remain unchanged. - Unknown usage stays eligible. Known pinned exhaustion waits; revoked access requires operator repair. - Legacy adapters require compatible members. Runner model and effort overrides remain limited by qualified backend support. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository editing, code execution, and browser testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes:` / `Closes:` / `Refs:` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted suites; full-suite limitations are reported above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 20:44:37 -05:00
DottaandPaperclip	2c43b39167	refactor(ui): share task composer and project/worktree controls (#15091 ) Use the shared composer for new tasks, including project and worktree selection, rich mentions and slash commands, and remembered task settings. Save project preferences after successful task updates. Show known agent models by name and use Default for unknown runtime defaults. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 18:06:40 -05:00
DottaandPaperclip	ad0c4f0767	fix(ui): keep mobile task output above the composer (#15282 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People read agent output in the task conversation. > - Mobile tasks scroll the document and keep the composer above the footer. > - The document body keeps a fixed height while the thread grows. > - The old observer misses late thread growth, and a layout scroll event can cancel follow mode. > - This pull request observes the thread and preserves follow mode until the reader scrolls up. > - The benefit is visible new output without repeated manual scrolling. ## Linked Issues or Issue Description What happened? New task output can move behind the mobile composer while the reader is already at the bottom. Late content layout does not resize the fixed-height body. A scroll event after layout growth can also clear follow mode before the resize observer runs. Expected behavior Keep new output visible above the composer while the reader follows the bottom. Hold the reading position after an upward scroll. Resume following when the reader returns to the bottom. Steps to reproduce 1. Open a long task conversation on mobile and scroll to the bottom. 2. Let a streamed row or delayed content grow after the parent renders. 3. Check whether the latest output stays above the composer. 4. Scroll up to read earlier output, then return to the bottom. Paperclip version or commit Reproduced by regression tests against master at `6c36c07a4`. Deployment mode Built from source. This is a mobile UI bug and does not depend on an adapter or database. Related work: #15228, #13229, and #13095. The search found no duplicate fix for mobile document auto-follow. ## What Changed - Observe the conversation box as well as the body for late layout growth. - Preserve bottom-follow intent when a layout scroll event arrives without an upward scroll. - Reconcile document scrolling when the viewport resizes. - Add regressions for late growth, event ordering, reading position, return to bottom, and viewport changes. - Add a bounded Storybook streaming fixture with the production thread, composer, and mobile footer. ## Verification - 244 focused tests pass across `useWindowAutoFollow`, `TaskMessageScroller`, and `TaskChatThread`. Three new regressions fail before the fix. - All 7,439 UI tests pass across 683 files (`pnpm exec vitest run --project @paperclipai/ui`). - `pnpm check:token-gates`, `pnpm -r typecheck`, and `pnpm build` pass. - The full repository test shards and browser E2E checks pass in CI on commit `43354eb38`. The duplicate local `pnpm test:run` was stopped after 37 minutes once those CI test shards passed; that local run did not complete. - Browser check at 402 by 874: controlled streamed output stayed at document bottom, with the newest paragraph above the composer. Scrolling up held position as output grew. Returning to bottom resumed following. - Open Storybook's Task chat / Mobile streaming follow / Streaming story to repeat the check. The fixture makes no agent or provider calls. - Greptile is 5/5 on commit `43354eb38`. All review threads are resolved. - All CI checks pass on the final commit, including the canary packaging gate. ## Risks - Scroll event order differs between browsers. The regression tests cover a scroll event before resize reconciliation and deliberate upward scrolling during growth. - The change affects the mobile document scroll owner. Desktop scrolling stays covered by its existing tests. - Existing same-task targets and browser history restoration still pass. ## Model Used OpenAI GPT-6 through Codex. The exact serving variant and context window are not exposed in this session. Capabilities used: reasoning, code editing, tool 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>	2026-10-05 17:33:29 -05:00
DottaandPaperclip	b43073d11f	feat(connections): sync and group accounts managed by aggregators (#15254 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents governed access to external tools. > - Aggregator gateways can expose accounts that users already connected upstream. > - The Apps catalog did not show those accounts or their current provider status. > - Separate cards and setup tasks also made account ownership unclear. > - This pull request discovers upstream accounts and groups them under one app card. > - Users can find connected apps while each provider keeps control of its accounts. ## Linked Issues or Issue Description Subsystem affected Connections across the database, shared contracts, server, and board UI. Problem or motivation Users cannot see which apps are connected through a saved aggregator gateway. Native and upstream accounts need one app card. Discovery must preserve company, user, gateway, and credential boundaries. Proposed solution Sync account metadata from Composio, Arcade, and supported Executor gateways. Keep upstream account management in each provider. Use source chips and search to browse the catalog. Preserve native setup and the gateway's existing access policy. Alternatives considered Creating a local executable connection for each upstream account would duplicate authorization state. Using an agent task for routine Composio setup would add an unnecessary step. The board now calls the saved gateway directly for that setup. Roadmap alignment This extends the shipped Connected Apps and MCP Tool Gateway features in ROADMAP.md. The duplicate search found no open PR for managed account discovery. Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open PR #12906 covers adjacent toolkit routing work. ## What Changed - Add provider-neutral discovery, sync, and refresh APIs. Preserve the Composio API paths. - Cache observations by company, saved gateway, viewing user, and credential version. Retain stale observations after failed or incomplete scans. - Add optional Arcade account sync credentials in the vault. Discover Executor accounts through its supported inventory interface. - Group native and upstream accounts in one app card. Imported account menus open their provider. Gateway menus own refresh and sync setup. - Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50 catalog entries per page. Keep connected accounts above discovery. Keep explicit provider searches scoped. - Simplify Composio app setup and refresh its connected app list on the gateway Permissions page. - Add a compact agent access card and task creation defaults for connection setup. Preserve explicit blocks and approval policies. - Add two replay-safe migrations, service and UI tests, Storybook journeys, and acceptance stories. ## Verification - Passed the repository typecheck, full build, token gates, and migration ordering check. - Passed the focused provider adapter, connection interaction, and catalog tests after rebasing onto master. - Passed all nine database sync and migration replay tests using a disposable database on the test-drive PostgreSQL cluster. Removed that database after the run. - Verified Arcade cursor pagination against its official Go SDK and passed all eight adapter tests, including short and incomplete pages. - Passed all 45 interaction tests after making the exact requested tools and their Allowed/Ask first permissions visible before granting access. Verified the compact card in Storybook. - Passed the complete UI suite on the final code: 683 files and 7,432 tests, including the corrected Composio destination assertions. Passed 130 focused tests for the UUID, management-link, and health-status corrections. - Passed 22 Composio setup/sync tests, 23 connection-intent service tests, and the connection migration test in separate disposable databases. Database startup alone was substituted; the suites exercised their real SQL and services. - Passed all 10 OpenAPI route checks and the full-stack connection-intent browser test, including scoped consent, agent continuation, and task completion. - The local full runner encountered embedded PostgreSQL startup failures on this loaded macOS host. The earlier in-flight run also held the pre-fix Arcade transform; a fresh run of the final provider suite passes. The final-head CI is queued during GitHub’s active Actions incident: https://www.githubstatus.com/. The previous run also lost several runners simultaneously; its real catalog assertion failures are fixed and the fresh complete UI suite passes. - Tested the real test-drive server in the embedded browser with a live Composio gateway. Detected Airtable and Circleback. Verified refresh progress, account rows, source chips, search scope, and 50-entry pagination. - Arcade and Executor coverage uses provider fixtures. Live credentials were unavailable. - Storybook builds successfully and includes grouped native/provider accounts, stale and unavailable discovery, optional Arcade setup, and mobile states. The acceptance document records the simulated and live coverage separately. - Greptile reviewed final commit `217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review threads are resolved, security scans pass, and the PR has no merge conflicts. The outstanding remote checks are `ci / Select trusted runner` and `review`, queued by GitHub. They need to complete before merge. ## Risks - Provider response changes can break inventory discovery. Failed scans retain observations and show stale status. - Composio scans only the supported catalog and can take time. Large inventories run in the background with progress and a bounded lease. - Arcade requires a project API key and user ID when the gateway cannot supply them. This key is used only for discovery. - Executor discovery depends on the server's exposed inventory tools. Unsupported servers report unavailable discovery. - Cached account rows do not grant access or create executable connections. Gateway policies still govern tool use. Account deletion and per-app authorization remain upstream. - The migrations add tables and one nullable column. Replay preserves existing rows and company-scoped foreign keys. ## Model Used OpenAI Codex, based on GPT-6. The session does not expose a more specific serving model ID or context limit. Used reasoning, repository tools, code execution, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 14:57:04 -05:00
Devin FoleyandPaperclip	55e0c895ef	test(ui): finish sidebar focus cleanup before JSDOM teardown (#15255 ) Finish deferred Radix focus cleanup before the sidebar test environment closes. Use React act and controlled timers, check the real unmount focus events for both menus, and assert no timer work remains. Validation: all 7,368 UI tests, repository typecheck and build passed. Hosted CI passed, including server tests, browser tests and canary packaging. Greptile 5/5 on the exact reviewed head; no unresolved comments. Local full-suite limitations and clean-base comparisons are recorded in the PR. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 12:11:32 -07:00
DottaandPaperclip	7498705642	fix(ui): stabilize mobile task reading and document navigation (#15228 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People read tasks and send instructions from phones as well as desktop browsers. > - The mobile footer let page text show through its labels, and small text fields made Safari zoom on focus. > - Small scroll changes made the footer switch direction, and its changing page padding moved the conversation. > - Task pages also showed comments before question cards and run history arrived, so the composer and reading position moved again. > - Document links also used native navigation, which reset the reading position or reloaded a task through its UUID URL. Desktop tabs were crowded in the mobile drawer. > - This pull request keeps navigation steady, opens documents in the mounted task, and gives mobile readers a full-height panel with a vertical tab selector. > - The benefit is a stable task view and smoother scrolling on mobile. ## Linked Issues or Issue Description What happened? The mobile footer was translucent. Safari zoomed when a person focused a small text field. The footer switched abruptly while scrolling. A large task could show saved comments, then move the page again when a question card or run history arrived. In a local test with delayed responses, a late question moved the mobile composer by about 374 pixels. Opening a plan from the feed could reset the view or reload the task through a UUID link. The mobile document drawer left part of the feed exposed above small desktop tab controls. Expected behavior The footer has an opaque surface and moves smoothly after deliberate scrolling. Text fields do not cause automatic focus zoom. A task shows its initial conversation and composer together at the final scroll position. Background refreshes keep the existing conversation visible. Document links open in the mounted task with its existing cache and reading position. Mobile documents fill the viewport, show a clear close button, and offer a vertical list of open tabs. Steps to reproduce 1. Open a task with many long comments and a pending question in iOS Safari. 2. Delay its interactions, activity, and runs responses by different amounts. 3. Reload the page and watch the conversation and composer move as each response arrives. 4. Scroll down and back up, including small direction changes and edge bounce. 5. Focus the task composer, search field, and new-task title and description. 6. Open a plan or another task document from the feed, including a link that uses the task UUID. Close the panel and check the reading position. 7. Open several documents on a phone. Switch tabs and close both active and inactive tabs. Paperclip version or commit Developed from `1c07b5903` and rebased onto `59015846a`. Deployment mode Built from source. Tested in an isolated local test drive with iOS 26.5 Simulator Safari and Chrome. A temporary local proxy delayed independent responses for the layout test. Related work found in the duplicate search: - Refs #14727. It made saved replies appear before supporting history. This PR keeps its parallel requests and narrows the tradeoff in favor of a stable first layout. - Refs #14667. This open PR takes a different approach with per-run placeholders and retries. This PR fixes the observed question/composer movement and mobile navigation behavior. - Refs #13095 and #13597. These earlier fixes added task scroll anchors and skipped transcript waits for scheduled retries. - Refs #6550. Earlier mobile board polish. - Refs #9467. This related open PR changes list and generic tab reflow. The task-pane selector uses a separate component. ## What Changed - Give the mobile footer an opaque semantic surface. - Set a base-size floor for editable text on touch devices to prevent Safari focus zoom. Preserve larger title text. - Share mobile scroll tracking between both layouts. Accumulate scroll distance, ignore edge bounce and changed document bounds, and update once per frame. - Use shared motion tokens for the footer and composer. Keep page padding stable and honor reduced motion. - Wait for the initial question cards, attachments, work products, activity, runtime selection, plan, and relevant transcript history before the first reveal. Skip scheduled retries and older runs outside the initial comment window. - Bound the first reveal to 15 seconds. A stalled supporting request leaves saved conversation and the composer accessible with an explicit loading notice. - Keep concealed mobile history from stretching the document. Keep the composer mounted but concealed until the same reveal. Keep both visible during later refreshes. - Route first and repeated same-task document clicks in place. Recognize UUID and identifier links. Preserve the thread history entry and feed position. Keep modifier clicks, downloads, external links, and classic document behavior. - Give the mobile task panel the full viewport and safe-area padding. Use a visible X and 44-pixel touch controls. Replace the horizontal tab strip with a vertical selector that wraps titles and supports keyboard focus. - Add four interactive Storybook states for a few tabs, long names, many tabs, and the last tab. Reuse the production selector and tab controller. - Add navigation and tab regressions, update first-reveal regressions, and document the behavior in `DESIGN.md`. ## Verification - 392 tests passed across the seven focused task-loading, scroll, mobile-navigation, layout, and composer suites. After review fixes, all 339 tests across the four affected suites passed, including stalled-loading fallback on mobile and desktop and the motion-token catalog. - All 442 focused document, tab, task-thread, and scroll tests pass. The final click-propagation cleanup also passes all 136 task-detail tests. UI typecheck, UI production build, and `pnpm check:token-gates` passed. - All four cases in `artifact-tab-arrival.spec.ts` and `text-attachment-tabs.spec.ts` pass locally, covering desktop and mobile selection, composer focus, document rendering, and downloads of the original bytes. - `pnpm --filter @paperclipai/ui build-storybook` passed. Open the mobile tab stories under `Prototypes/Task detail/Mobile tabs`. - A local diagnostic proxy measured cached plan content at about 250 ms after the first click. The HTML load count and task request count did not change. Feed scroll stayed at the same position. First, repeated, and UUID document links were tested at phone and desktop widths. Task-reference links close their preview before the document reader opens. - In Chrome at desktop and phone widths, the delayed-response task showed one complete reveal. The late question no longer moved an already visible composer. - In iOS Simulator Safari, verified the large-task reload, opaque footer, navigation hide/reveal, and search/new-task/composer focus without automatic zoom. - Full workspace typecheck and build passed. The updated UI also passes typecheck, production build, and token gates. - All 54 checks pass on the final commit `bf5c9914e61833e7cc8794a69d72cf8c7057b952` (two additional checks are intentionally skipped). Greptile reviewed that commit at 5/5, and all review threads are resolved. - Full local `pnpm test:run` was attempted but stopped after server-fixture failures. Embedded PostgreSQL startup failure reproduced in an isolated native-interaction fixture after five startup attempts. The broad run also reported a rapid Slack callback ordering test failure. These server paths are unchanged by this PR, and their CI shards pass on the latest head. The full local suite is not claimed as passing. - A localhost proxy stalled the activity response for 30 seconds. Chrome revealed the available conversation after the 15-second deadline at both desktop and phone widths, kept the composer accessible, and cleared the loading notice when the response arrived. ## Risks Slow initial history requests can delay the first conversation reveal by up to 15 seconds. If that deadline expires, late data can change the available conversation while a loading notice remains visible. The reveal waits only for runs in the initial comment window, and later refreshes do not conceal an existing conversation. The larger editable text can change line wrapping on phones. Mobile navigation and composer motion use shared tokens and respect reduced-motion settings. Mobile tab selection changes the control layout. Document links retain URL history while sharing the task reading position; other tasks and external links keep their normal navigation behavior. I checked `ROADMAP.md`. This is a fix for existing UI behavior. ## Model Used OpenAI GPT-6 in Codex. The runtime does not expose a more specific model ID or context-window size. The agent used reasoning, code editing, terminal tools, and Chrome and iOS Simulator 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 - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 12:33:34 -05:00
DottaandPaperclip	59015846ae	fix(chat): keep dismissed task questions in the feed (#15229 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents ask users questions in task chats and Agent Chat. > - Agent Chat keeps unanswered questions as compact entries in the feed. > - Regular task chats still show a pending composer badge after dismissal. > - A page reload can also open a dismissed question form again. > - This pull request applies the same feed behavior to both chat types and saves dismissal per person and task. > - Users can continue the chat and return to the original question later. ## Linked Issues or Issue Description What happened? Dismissing a question in a regular task chat leaves a pending composer badge. The question can return after a page reload. The earlier feed behavior only applied to Agent Chat. Expected behavior A dismissed question stays in the feed. Its form and pending badge leave the composer. Reload preserves dismissal. Opening the feed entry restores the original question and draft answer. Steps to reproduce 1. Open a regular task chat with a pending question. 2. Select an option, then dismiss the form. 3. Reload the page. Check that the composer stays clear. 4. Open the question in the feed. Check that the draft is restored. 5. Submit the answer. Check that the answered receipt appears. Paperclip version or commit Reproduced on master at `a386a599983519eb1d399f8b770bfccdb2a74762`. Deployment mode Browser UI in local and authenticated instances. This change does not depend on the agent adapter. Related work: Refs #14613, which added the Agent Chat feed behavior. Refs #9141, which validates real answers on the server. Refs #11434, which tracks comment-driven changes to interaction state. This PR changes question presentation only. ## What Changed - Show compact unanswered question entries in regular task chats. - Exclude durable questions from composer pending counts and navigation. - Save dismissal in local storage per person and task. Merge the latest saved IDs so dismissals from another tab survive reload. A new question can still open its form. - Keep the original question pending and answerable. Keep approval and permission controls. - Run the question-history regressions in both chat modes. Add reload, new-question, user/task scope, and stale-tab coverage. - Share the real-component Storybook fixture. Add a regular task test drive and an interactive dismissal/answer scenario. - Update the planning-mode browser test to check a dismissed question in the feed after reload and on mobile. - Update the design rules, implementation spec, and preview instructions. ## Verification - 329 focused thread, composer, and interaction-card tests pass. - `pnpm -r typecheck` passes. The UI typecheck also passes after the review fix. - `pnpm build` passes for the full repository. - UI build, Storybook build, and token gates pass. The UI build and token gates were rerun after the review fix. - Greptile gives final commit `98f71f221` a 5/5 score. The current-head check passes, and there are no unresolved review threads. - All 56 current-head checks are terminal: 54 pass and two conditional Storybook jobs skip. The CI run includes the full test shards, build, typecheck, browser tests, aggregate verification gate, and package canary. - The stale-tab regression fails in both chat modes before the review fix and passes after it. - `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/planning-mode-visual-verification.spec.ts` passes against a throwaway local server. It checks dismissal, reload, task navigation, and desktop/mobile planning controls. - The duplicate local `pnpm test:run` attempt was stopped after the full CI test suites passed. It did not complete locally. - Manual browser test: select Green, dismiss, reload, reopen, submit the saved answer, and inspect the answered receipt. Also send a new message while the unanswered question remains in the feed. The test drive uses real UI components with fixture response callbacks. - To repeat the browser test, run `pnpm storybook`. Open Chat & Comments → Task Chat Unanswered Questions → Test Drive. ## Risks - Dismissal is a browser-local preference. It does not sync to another browser or device. Clearing local storage removes it. - When local storage is unavailable, dismissal lasts for the mounted thread only. - Unanswered questions can accumulate in the feed. They stay pending until answered or resolved through the existing API. - No database migration, API change, or change to approval permissions. ## Model Used OpenAI Codex, `gpt-6.1-sol`, with xhigh reasoning, repository editing, code execution, and browser control. The context-window size is not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 10:55:38 -05:00
DottaandPaperclip	a386a59998	Reduce repeated native completion guidance and preserve final replies (#15151 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Native agents receive task constraints and completion tools from Paperclip. > - Completion tools already define the procedure for reporting a result. > - Repeated procedure text adds instructions to each full task turn. > - The final reply must still explain a blocker and link a saved document. > - This pull request removes repeated procedure text and keeps these visible outcome requirements explicit. > - A document receipt supplies the exact link, and stricter evals check the persisted reply and browser navigation. ## Linked Issues or Issue Description Refs: #14961. Related: #14948 and #15007. What happened? Native task envelopes repeat completion procedure text. A reduced envelope needs explicit final-reply requirements. The `write_document` receipt also lacks a canonical document link. Expected behavior Keep the completion tools as the source of procedure details. Require one accepted completion result before the final reply. A blocked reply must explain the reason, owner and unblock action. A document reply must contain a working link to the saved document. Steps to reproduce 1. Run the native assigned-skill document case and native blocker case. 2. Inspect the run-attributed provider final and its persisted comment. 3. Check the blocker explanation or open the final reply's document link. ## What Changed - Remove repeated completion procedure text from the native task constraints and backend instructions. - Keep explicit blocker and document-link requirements in full task turns. - Return a company/task-scoped `documentHref` from `write_document`. Preserve the link in the idempotent mutation receipt. - Repeat canonical links for this run's current saved revisions in accepted completion feedback. Give blocked providers final-response guidance for the cause, owner and unblock action. - Keep internal document/comment anchors when Markdown issue links load cached issue details. - Add a manual six-cell comparison suite with strict source, build, default-instruction and budget admission. - Capture eighteen shared runnerd RPC projections and six direct OpenCode HTTP projections across start, resume and continuation phases, using scripted local transports and no provider execution. - Apply v3 checks only to the manual instruction comparison; preserve v2 checks for the existing native completion suite. Check the actual persisted blocker reason and exact saved-document link. Click the rendered document link and check the original content marker in the classic document card or the new document tab. - Forward exact OpenCode finishing calls through the controller. Wait for acceptance, keep accepted feedback and concrete rejection text, and reject malformed responses. Preserve ordinary dynamic-tool response handling. - Settle the completion decision and tool response before mapping a racing idle/error/abort event or handling explicit close/interruption. Reject a concurrent finishing call before controller admission. - Add a provider-free regression through real runnerd, the OpenCode proxy and a fake provider. Reject the first completion, accept the corrected report in the same turn, and propose one result. - Keep all original verdicts unchanged. Treat replay under new checks as separate diagnostics. ## Verification - `pnpm -r typecheck` and `pnpm build` pass locally. - Native document-authority tests pass, including company/run authorization and idempotent replay. - Native runtime-context, backend and measurement tests pass. - Final-answer calibration, protocol scoring, source-admission and catalog tests pass. Wrong reasons, absent links and wrong link targets fail. - `pnpm test:e2e:runner:typecheck` passes. Discovery lists exactly six single-attempt local cells with the declared models. - Exported `prepareNativeInstructionPreflight` then `verifyNativeInstructionPreflight` pass on this clean committed source. They build locally and make zero provider calls. - Corrective live confirmation is incomplete. Source `3a7349d` passed both Claude and both Codex cases. OpenCode saved the correct document but omitted its final link; its blocker case was canceled before paid execution. Preserve this failure. The `e171282` confirmation was stopped during build after fresh review found a completion-settlement race; it executed zero providers. Source `c3e0cb303` fixes that race. Two affected OpenCode cases await fresh review and one bounded confirmation; earlier results remain attributed to their original source. - OpenCode proxy parsing, driver, factory and input tests: 81 pass across retained focused runs, including six settlement races. Evaluator/scoring/admission checks: 122 pass. The real proxy regression passes. Fresh local prepare then verify passes with 18 shared and 6 direct scripted captures, fresh SDK/Rust builds and zero providers. - The full local suite recorded two failures: a webhook timeout and a Git-scan load count mismatch. Both files pass in isolation with unchanged assertions/time budgets; preserve the original failure log. Fresh `c3e0cb303` CI and review are pending. This PR remains draft. ## Risks - Final-answer wording can vary by provider. The checks cover the declared release-access blocker and saved document fixture, not general answer quality. - A single trial does not establish general equivalence, cause, speed, cost or live resume behavior. - `documentHref` is an additive receipt field. It points to the current saved document, not an immutable historical revision. Replaying an older receipt does not fabricate a new link. - The correction adds four production paths for document receipts, accepted completion feedback and UI navigation, plus four OpenCode controller/proxy paths, beyond the original three instruction paths. Completion rejection must remain repairable; the production-boundary regression covers it. - Preserve the frozen comparison context for live measurement. A merge-tree check against current master is clean. Do not relabel earlier live results as results from a later source tree. ## Model Used - OpenAI Codex, GPT-6 family. The exact serving model ID and context window are unavailable in this session. Capabilities used: reasoning, code editing, shell execution, test authoring and evidence review. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 08:10:14 -05:00
scotttong scotttong Claude Opus 5.5	1c07b5903b	feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The left nav is the main way people move between tasks, the inbox, and Agent Chat > - The nav has separate Inbox and Tasks rows that show overlapping work, and Chat is one row among many > - The side panel beside a chat shows the conversation's own artifacts, not the work the agent did > - People want Chat to be easy to find, and they want one place for their task views > - This pull request moves Chat to the top of Work, shows the agent's tasks and artifacts beside each chat, and adds an experimental flag that folds Inbox into Tasks > - The benefit is a shorter nav and a chat view that shows what the agent is working on. Both changes stay off until an operator enables them ## Linked Issues or Issue Description Refs #14706 (the secondary Agent Chat navigation this change builds on) Refs #14848 (reopen the last visited agent chat) Subsystem affected UI navigation (left nav, mobile tab bar), Agent Chat side panel, task list and inbox, and the company artifacts API. Problem or motivation Inbox and Tasks are two nav rows for overlapping work. Chat sits in the top group with no clear home. The chat rail lists only agents you already talked to, so you cannot see your other teammates there. The side panel beside a chat shows only the conversation's own artifacts. It does not show the tasks and files the agent made. Proposed solution With Agent Chat on, Chat leads the Work section and the rail lists every eligible agent. The chat side panel opens on the agent's tasks as cards, and the agent's artifacts are available from +. A new experimental flag, Combined Inbox + Task List, makes Inbox a set of views inside Tasks. Alternatives considered Rebuilding the inbox inside the task list. Instead, `/issues` hosts the existing Inbox component for inbox views and the existing task list for status views, so all inbox behaviour stays the same. Roadmap alignment Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes are behind experimental flags that are off by default. ## What Changed - Agent Chat nav (streamlined shell): Chat is the first row of Work, not a top-group row. Workspaces leaves the nav while Agent Chat is on. The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell keeps master's top-group Chat row. - Chat rail: `AgentConversationsSidebar` lists every eligible agent. The open chat is first, then conversations by recent activity, then the rest of the roster alphabetically. Terminated agents and agents you left are omitted unless you have history with them. The picker still marks only real conversations as "Open chat". - Chat side panel: a new default Tasks tab shows one card per task the agent created, was assigned, commented on, or acted on, newest first. It has the task list's filter popover and a sort control. + → Artifacts shows the agent's artifacts as cards. Cards open in a new tab. Agent Chat off keeps the old Artifacts tab. - Artifacts API: `GET /api/companies/:companyId/artifacts` accepts `agentId`. The filter applies to documents, work products, and attachments by the agent each result is attributed to. The shared validator and the UI client carry the new parameter, and the OpenAPI entry picks it up from the shared schema. - Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by default): new card in Settings > Experimental. The Inbox row goes away and its badge moves to Tasks. A Views menu on `/issues` covers Mine, Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done. Bare `/issues` opens the last-used view (default Mine). Links that carry `assignee`, `workspace`, `participantAgentId`, or `q` open All so the filter is kept. `/inbox/` and `/issues/{all,active,backlog,done,recent}` redirect to the matching view. `/inbox/requests` stays its own page. - Task detail breadcrumb:* the view key now decides the source, so quick-archive still works after a reload from an inbox view. - Docs: `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail, the chat side panel, and the new flag. ## Verification - `cd ui && npx vitest run --no-file-parallelism src/components/chat src/components/task-side-panel/TaskSidePanel.test.tsx src/components/AgentConversationsSidebar.test.tsx src/components/Sidebar.test.tsx src/components/SidebarCompanyMenu.test.tsx src/components/Layout.test.tsx src/pages/AgentChats.test.tsx src/pages/InstanceExperimentalSettings.test.tsx src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx src/App.activity-routing.test.tsx src/components/MobileBottomNav.test.tsx src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass. - `cd server && npx vitest run src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including the new agent-filter test across all three artifact sources. - The new rail test fails against the unmodified rail. - `pnpm check:token-gates`: all gates clean. - Manual: enable Agent Chat in Settings > Experimental. Open Chat. The rail lists all agents. Open a chat. The side panel shows the agent's tasks. Use + → Artifacts to see the agent's artifacts. Then enable Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a Views menu. - Snapshot baselines are intentionally not updated. See `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - With both flags off, the app behaves like master. The only exception is the API: it accepts a new optional query parameter. - With Agent Chat on, the rail can list many agents in a large company. It uses the agent list the app already loads, and search filters it. - The Tasks panel reads at most 200 recently updated tasks per agent and says so when it reaches the limit. The Artifacts panel reads at most 500 of the agent's artifacts. - Combined Inbox + Task List changes what bare `/issues` opens for people who enable it. Deep links with a task filter still open All. ## Model Used - Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code with tool use (shell, file edit, test runs). Extended thinking was enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: scotttong <squadbot000@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-04 02:13:46 -07:00

1 2 3 4 5 ...