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Author SHA1 Message Date
Constantineandcucurigoo 106955bdfd fix(ui): gate summary built-in requests by feature flag (#10170)
## Thinking Path

> - Paperclip's web UI conditionally exposes experimental summary and
built-in-agent capabilities.
> - Summary cards depend on the built-in Summarizer agent, but the two
capabilities have independent feature flags.
> - `SummarySlotCard` and the reusable `BuiltInAgentGate` enabled
built-in-agent lookups without requiring `enableBuiltInAgents`.
> - When built-in agents were disabled, those surfaces called a server
route that was intentionally unavailable and generated avoidable 404s.
> - The client query should obey both server-side feature gates.
> - This pull request adds the missing gate and a cross-flag regression.
> - The benefit is consistent feature-flag behavior and no request loop
against a disabled endpoint.

## Linked Issues or Issue Description

No exact duplicate found. I searched open PRs for `SummarySlotCard`,
`BuiltInAgentGate`, `enableBuiltInAgents summaries`, and `built-in
agents 404`. Related PR #10116 gates `SidebarAgents`; this PR
deliberately excludes that file and covers the remaining summary/gate
callers.

**What happened?**

`SummarySlotCard` called `builtInAgentsApi.list` whenever summaries were
enabled, and `BuiltInAgentGate` called it whenever a company was
selected. The server rejects that route when `enableBuiltInAgents` is
false, so the disabled configuration produced repeated 404 requests.

**Expected behavior**

Built-in-agent queries should run only when built-in agents are enabled;
the summary-specific query also requires summaries to be enabled.

**Steps to reproduce**

1. Enable summaries.
2. Disable built-in agents.
3. Render a page containing `SummarySlotCard` or `BuiltInAgentGate`.
4. Observe a request to the disabled built-in-agents route.

**Environment**

- Paperclip web UI
- Cross-flag configuration: summaries enabled, built-in agents disabled

- [x] I searched open PRs for the affected component, feature flags, and
404 behavior; no exact duplicate was found.

## What Changed

- Require both `enableSummaries` and `enableBuiltInAgents` in
`SummarySlotCard`.
- Make `BuiltInAgentGate` resolve experimental settings before enabling
its built-in-agent query and fail open when the feature is disabled.
- Add cross-flag regressions for both callers.
- Leave `SidebarAgents` to related PR #10116 rather than duplicating it.

## Verification

- `pnpm exec vitest run ui/src/components/SummarySlotCard.test.tsx
ui/src/components/BuiltInAgentGate.test.tsx` — passed as part of a
41-test built-in UI group.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/ui build` — passed in combined deployment
staging.
- UI-only local cutover completed with the Paperclip server PID
unchanged.
- The complete UI fix was staged after a summary-only cutover exposed
the remaining reusable-gate caller.

## Risks

- Low risk: this changes only whether one query is enabled under a
feature-flag combination where the server route is unavailable.
- No API, schema, migration, authentication, or persistence changes.
- Rollback is a single commit revert.

> This is a bug fix, not roadmap feature work.

## Model Used

OpenAI Codex `gpt-5.6-sol`, with tool use, code execution, repository
inspection, and read-only review-agent evidence.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and described
the search above
- [x] I have described the issue in-PR following the bug template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have considered documentation; no user-facing documentation
change is required
- [x] I have considered and documented 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: cucurigoo <cucurigoo@users.noreply.github.com>
2026-08-12 16:43:22 -07:00
DottaandPaperclip 8b6a06ee25 [codex] Add built-in agents and Reflection Coach bundle (#9206)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators need first-party agent capabilities for repeatable company
work, not just manually created one-off agents.
> - Built-in agents need to behave like normal company-scoped agents
while preserving approval gates, permissions, budgets, and audit trails.
> - Reflection and coaching work also needs bundled instructions, skill
content, and a routine so the feature can be installed and reset
predictably.
> - The API, database, UI, portability, and tests all need to agree on
the built-in lifecycle from not provisioned through setup, approval,
ready, paused, and reset.
> - This pull request adds built-in agent provisioning and the
Reflection Coach bundle end-to-end.
> - The benefit is a safer first-party path for Paperclip-managed agents
without bypassing the same governance model used for operator-created
agents.

## Linked Issues or Issue Description

No public GitHub issue was found for this exact built-in agent and
Reflection Coach bundle work.

Problem/motivation:
- Paperclip did not have a first-party built-in agent lifecycle for
product-owned agents.
- Bundled agent resources such as default instructions, skills, and
routines needed managed ownership and reset semantics.
- Approval-gated companies needed built-in setup to preserve requested
adapter, budget, manager, and permission state through board approval.
- The board UI needed clear built-in badges, setup affordances,
readiness state, and bundle status without exposing secrets.

Proposed solution:
- Add a company-scoped built-in agent registry,
provisioning/reset/reconcile/status APIs, and Reflection Coach bundled
resources.
- Track bundled managed resources in the database with idempotent
migration behavior.
- Reuse existing agent approval, authorization, budget, and activity-log
paths instead of creating a bypass.
- Add UI setup, badges, gates, bundle panels, and route coverage for
built-in agents.

Duplicate search:
- Searched GitHub PRs for `built-in agents Reflection Coach
repo:paperclipai/paperclip`; only this PR was returned.
- Searched GitHub issues for the same query; no public issues were
returned.

## What Changed

- Added built-in agent definitions, lifecycle state derivation,
provisioning, reset, reconcile, status, and routine-control routes.
- Added the `built_in_managed_resources` migration and schema exports
for bundled instructions, skill, and routine ownership.
- Added the Reflection Coach built-in bundle with default instructions,
skill catalog content, routine template, default permissions, and
managed-resource drift handling.
- Added approval-aware provisioning behavior that preserves requested
adapter config, budgets, manager assignment, and built-in permissions
through hire approval.
- Added authorization and mutation gates for built-in agent and skill
changes, including consented Reflection Coach change paths.
- Added UI surfaces for built-in agent setup, roster/detail badges,
readiness gates, bundle status, routine controls, and route filtering.
- Added company import/export and validator coverage for built-in
managed resources and low-trust/red-team presets.
- Addressed Greptile follow-ups for pending approval reconciliation,
consent-gate error propagation, config-read authorization fallback,
approval-path manager preservation, and non-model adapter provisioning.

## Verification

Local verification:
- `git diff --check public/master..HEAD` passed.
- `pnpm check:token-gates` passed with all gates clean.
- `pnpm exec vitest run
ui/src/components/ConfigureBuiltInAgentModal.test.tsx` passed: 1 file, 4
tests.
- `pnpm exec vitest run ui/src/components/EntityRow.test.tsx
ui/src/pages/Agents.test.tsx ui/src/components/BuiltInAgentGate.test.tsx
ui/src/components/ConfigureBuiltInAgentModal.test.tsx
ui/src/components/BuiltInBundlePanel.test.tsx
ui/src/pages/InstanceExperimentalSettings.test.tsx
ui/src/pages/Routines.test.tsx` passed: 7 files, 64 tests.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/built-in-agents.test.ts
src/__tests__/authorization-service.test.ts
src/__tests__/company-skills-routes.test.ts` passed: 3 files, 91 tests.
- `pnpm --filter @paperclipai/db check:migrations` passed.
- `pnpm -r typecheck` passed after the rebase; `pnpm --filter ui
typecheck` passed after the final UI review fix.

Remote verification on latest head
`1c61f693a4ec881d739022b0e75a8ca8bf8c2cd8`:
- Merge state: `CLEAN`.
- Greptile: `5/5`, zero unresolved Greptile threads.
- PR check rollup: all checks successful, neutral, or skipped as
expected.
- Passing gates include Build, Typecheck + Release Registry, all server
shards, all workspace shards, all serialized server suites, e2e, Canary
Dry Run, policy, review, verify, Socket, Superagent, and Snyk.

## Risks

- This adds a new managed-resource table and migration; the migration
uses idempotent create/add/index guards and passed migration safety
checks.
- Built-in agent provisioning touches approval and authorization paths;
tests cover pending approval preservation, stale retry rejection,
consent gates, and config-read fallback behavior.
- Reflection Coach creates managed instructions, skill, and routine
resources; drift/reset behavior is covered by service tests and redacted
API responses.
- Non-model adapter setup now provisions a `needs_setup` built-in row
before command/endpoint fields are complete; this matches the server
lifecycle and is covered by the setup modal regression test.

## Model Used

OpenAI Codex coding agent based on GPT-5. Exact hosted model ID,
context-window size, and reasoning-mode labels are not exposed in this
runtime; tool use, shell execution, GitHub CLI/API access, and local
code editing were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-09 16:29:30 -05:00