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Author SHA1 Message Date
DottaandPaperclip 208a093d19 fix(chat): preserve resumed review waits and retry newer saved input (#17725)
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https://entire.com/gh/paperclipai/-/trails/36/changes/paperclip/36
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## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub review agents publish findings and wait for an authorized
reply or head change.
> - Review tools could retain the requester after resume while
completion lost that same wait proof.
> - A yielded report could then queue its own continuation or repeat a
missing-wait error.
> - Ordinary Retry could also select an older failed turn while a newer
saved request had no admission.
> - This change shares the existing authority proofs and canonical
admission owners.
> - Current access, publication, execution and budget gates remain
required.

## Linked Issues or Issue Description

Refs #17318. Builds on the canonical saved-input retry owner in #17733.
Related #16550 covers deferred legacy comments after ownership waits.
The separate recovery repair in #17724 owns the cleanup-to-saved-input
handoff; this PR does not add a second admission owner.

A resumed review could publish an assessment, then turn its
`response_wake` into an immediate `issue_status_changed` wake. A
provider that omitted its continuation could instead repeat a completion
error. A newer linked-human message saved during a budget hold could
also remain unstarted because Retry selected the older failed source.

## What Changed

- Resolve passive review waits through the accepted requester ledger
used by GitHub tools. Require the latest reviewed head, exact company,
task, agent, repository and processed publication under current access.
- Fill omitted/null yielded continuation from that server proof. Permit
an inherited normal tree resume only through its accepted parent
identity. Permit an ordinary follow-up only after this run has a
processed useful reply linked to its exact inbound message. Reject
acknowledgements, partial assessments, pending or uncertain writes as
that reply proof.
- Recheck the same run/review/head/source proof during feedback,
finalization and final status commit. Preserve explicit malformed-input
rejection and Done policy. Add no monitor permission or publication
grant.
- Keep heartbeat and publication projections narrow. Preserve both
published Copilot v62 identities and generate source-bound v63 from the
pinned merged base. No v63 live qualification is claimed.
- Certify the structured isolated-directory binding failure only at its
pre-allocation boundary and only through canonical task Retry. Other
workspace validation reasons and unknown effects remain denied.
- Route Retry to eligible newer saved input through the existing
canonical owner. Preserve the old result and skipped receipt. Require
current principal, source, App, runtime fence, budget, native ownership
and exact cleanup proof.
- Recover absent historical App metadata only through an earlier trusted
processed response receipt and an immutable non-null endpoint claim.
Explicit malformed or conflicting metadata stays denied.
- Revalidate execution through the exact claimed wake, coalesced task
Retry and resolved user-continuation receipt after admission. A second
normal Retry can recover the exact never-started authorization failure
with unchanged saved input. Require empty execution evidence, exact
diagnostics and no allocated or active executor.
- Explain when a recorded result prevents exact replay. Ordinary board
Retry directs a new task message to continue from saved work. Inherited
requester identity alone never grants replay.
- Keep accepted board-message preparation failures with the canonical
task Retry owner. Certify the exact unchanged comment, original user
wake, accepted same-user identity and absence of provider execution. Pin
that source, recheck it at admission, and bind identity initialization
to the coalesced intent and exact claimed successor receipt.
Uncertifiable sources retain an actionable fresh-message refusal.
- Return safe named authority categories for board Retry refusals.
Update execution documentation and capability maps. Add no schema or
polling loop.

## Verification

- A fresh external review request exposed a separate isolated-directory
preparation failure before allocation. Its first normal Retry saved an
intent but admitted no successor. This follow-up certifies only that
exact structured preparation boundary through the existing canonical
Retry owner, with trusted failed settlement and no executor, lease,
result or output. A real HTTP/queue regression reproduces the missing
successor before the repair. Twenty-three current-source safety cases
and the final 98-case Retry/HTTP group pass, including a fresh click
after a denied intent, source revocation, accepted results and the older
direct API remaining denied. The warning case uses actual configuration
preparation and production event append; unknown warning shape or
provider provenance stays denied. Full workspace typecheck, build, maps
and diff checks pass. Renewed hosted normal Retry now succeeds on the
final combined source: it preserves the exact saved request and linked
requester, starts one native successor in a fresh attempt workspace,
publishes the current-head 2/5 assessment and commits In review with
passive response wake.

- A later hosted normal Retry published a low-score assessment but lost
its accepted source identity because the previous attempt failed before
identity initialization. It repeated continuation errors, then submitted
Done. This is failed acceptance, not a successful qualification. The
initializer now retains the exact source only after execution-time
failed-chat Retry authorization; generic Retry and Done policy are
unchanged. A real queue/initializer regression fails with a null source
on the previous code and passes with the newer saved source. Two real
database completion cases verify that source yields the authoritative
wait and commits In review. Renewed hosted normal Retry now retains the
accepted source and exposes the authoritative current-review wait. It
completed after two semantic feedback corrections (wrong contract
revision, then wrong criterion IDs); the correct contract was present in
emitted input. The third finish was accepted and committed In review,
with no missing-wait loop or Done escalation.
- Repeated board-message preparation failures now walk their canonical
intent, failed dispatch and accepted parent identity, rechecking each
contained predecessor. A production queue regression fails the second
ordinary HTTP Retry before the repair and passes afterward. Changed
source, contradictory execution evidence and cyclic receipts remain
denied; traversal stops after twenty links.

- New inherited omission cases failed before the repair. The final full
PostgreSQL 18 wait/status suite passes **252 tests** under Node 24.22.
It covers omitted/null input, malformed-first recovery, same-head
resume, exact-source replies, changed heads, revoked access,
pending/uncertain/mixed publications, final commit revalidation, no
duplicate review and no self-wake.
- **15 existing publication tests passed before the pinned merge** on a
separate fresh database. They retain default partial-delivery and
failure-fallback behavior. Context reads remain below the unchanged 16
KiB heartbeat and publication response limits with large saved output
present.
- Saved-input tests cover a real signed PR webhook, production
accounting-budget refusal, normal policy recovery and canonical Retry.
Historical producer-shaped tests prove the missing-App case red, then
check trusted prior receipts and malformed, late, revoked or mismatched
proof. A broader order-coupled test was reproduced on the prior source;
its global fault injector now targets its own authorization query. The
43-case sequence passes without changing production behavior or its
safety assertions.
- New signed-ingress and real heartbeat execution tests reproduced the
admitted-successor failure, then the next normal Retry failure. The
final pinned merged source passes 249 full GitHub review/publication and
Retry cases on a fresh database, including all 49 saved-input cases. A
separate 74-case Retry/HTTP run also passes. Exact dispatch negatives
cover source, company, agent, task, successor, receipt, pause,
assignment, accepted success, controller and cleanup proof. Bootstrap
contradictions remain denied. The canonical Retry suite passes 16 cases
through its supported external PostgreSQL test connection.
- The normal board HTTP route reproduced the unusable inherited-result
refusal. It now returns actionable guidance without starting a
successor. The actual UI Retry hook and banner tests pass 12 cases.
- A production-shaped accepted board comment followed by a pre-provider
qualification failure reproduced HTTP 409 before the repair. The final
real HTTP/queue test certifies one canonical successor and preserves the
accepted identity. It rejects changed source, actor, task, agent,
result, controller, process, profile, allocation and receipt evidence. A
post-acceptance source change keeps the same intent pending. Execution
revalidation rejects removed or mismatched proof. The probe stops
deliberately after production identity initialization; it does not claim
provider execution. The final source passes the 75-case Retry group, the
focused two-case board/inherited-policy group and 19 canonical Retry
cases. Full workspace typecheck, build and map checks pass.
- Full workspace `pnpm -r typecheck` and `pnpm build` pass. Map,
module-boundary and diff checks pass. Full local `pnpm test:run` remains
unverified. The 256-case explicit-native suite cannot initialize its
packaged PostgreSQL because libzstd is absent; an existing
command-scoped fallback did not resolve it. Current-head remote
full-suite checks are required. Merged-source full GitHub+Retry (249),
separate Retry/HTTP (74), full wait/status (252), profile/history and
completion (75), and visible Retry hook/banner (12) checks pass. The
fresh owned PostgreSQL 18 databases applied all 377 migrations.
- Actual Rust Runner, OpenCode 1.18.34 and exact DeepSeek used unchanged
production-generated synthetic contexts. Resume finished with an
explicit server wait. The author-reply trial omitted continuation twice:
its first report failed the existing empty-criteria check; the corrected
second report still omitted continuation and received the exact server
wait. It completed once with no missing-wait loop or Done escalation.
Controller acknowledgments were synthetic; these probes do not establish
hosted publication or board state.
- Hosted combined testing proved automatic admission of the exact saved
author reply, a useful GitHub answer and committed passive wait. It
required two malformed-continuation rejections before a nullish fallback
succeeded. A later normal Pause/Resume completed in one finish with
explicit response_wake and no new review/comment. The admitted normal
Retry then exposed the execution guard gap repaired here. Those remain
checkpoint results. On the final combined source, renewed normal Retry
completed actual native provider work and GitHub publication, committed
the passive wait, released ownership and cleaned up its environment. A
subsequent ordinary unmentioned author reply woke once, made no GitHub
tool calls or new assessment, and completed its first finish with an
explicit response wake. Both exact leases expired with successful
cleanup and the queue was empty. However, final destination inspection
found a separate automatic fallback overwrote the existing summary with
a generic no-final-response message. External summary preservation
therefore remains failed acceptance; the separate publication repair in
#17726 owns that producer. Full combined publication preservation has
not passed. These hosted runs include the pinned-base native additions;
they do not qualify Copilot v63.
- Current-head automated review is 5/5 with zero unresolved threads. All
current-head CI gates passed (54 successful checks/contexts, four
skipped, none pending). The earlier login-cleanup idle-work assertion
also reproduced locally while its controlled baseline passed; its cause
remains unknown, but the exact assertion passed in the fresh
current-head CI shard. No timeout, assertion or production workaround
was added. This PR is ready for review within its source, authority,
native finalization, state, wake and cleanup scope. The independent
automatic fallback publication regression is tracked by #17726; no
complete combined workflow pass is claimed.

## Risks

- The latest saved review defines the durable head boundary. Ingress
must record a new head before admission. A reply receipt proves delivery
only for its exact saved source; a shared GitHub comment ID alone cannot
authorize this wait.
- Historical App recovery cannot infer identity without direct proof or
an earlier valid server response receipt. It never replays that
response.
- This does not infer review-score policy from instructions or override
Done. No deployment, merge or repair of historical tasks is claimed by
the PR.

## Model Used

OpenAI `gpt-6.1-sol`, with reasoning, repository inspection, code
editing and test execution. 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 (focused database and
native suites; full local suite limitation described 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 (verified on immutable latest
head)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(verified on the latest head)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 22:22:47 -05:00
Nicky LeachandPaperclip c7c12dbc79 Support plugin panels in task sidebars (#17796)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task side panels keep live work beside the conversation.
> - Plugins can already provide agent detail tabs.
> - Those tabs have no generic way to appear beside the task that is
using the agent.
> - This pull request adds an optional task-side-panel declaration to
agent detail tabs.
> - The plugin owns the label, component and availability. Core supplies
the task's running agent.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Access to plugin-contributed live views from task chat.

**Subsystem affected**

Plugin manifest validation, slot discovery, and task side-panel
UI/state.

**Current behavior**

Agent detail-tab contributions appear on agent pages. A task cannot
offer the same view through a plugin-owned availability decision.

**Proposed behavior**

An agent detail tab can declare `taskSidePanel: { availabilityPath }`.
Core substitutes the running agent into the plugin-local path. A
declared board GET route scoped to that agent returns `{ available:
boolean }`. Available contributions appear in desktop and mobile task
side panels.

**Reason and benefit**

Keep the task and its live plugin views together. Preserve plugin
ownership of provider protocols and product behavior. Core contains no
concrete plugin identifiers, routes, labels or readiness rules.

**Breaking changes**

None. The field is optional. Existing contributions remain unchanged.
Missing, disabled or unavailable plugins add no panel.

**Additional context**

Related: #17111 established the agent detail-tab and scoped API
extension surfaces. Roadmap and related PR searches found no duplicate
of this extension.

## What Changed

- Extend the manifest with optional task-panel metadata. Validate safe
plugin-local paths and require a declared board GET route with
agent-scoped authorization.
- Discover and load only opted-in agent contributions. Poll their
generic availability responses and mount the existing components with
agent context.
- Add generic panel tabs, launcher entries, dismissal and inactive-view
removal in desktop/mobile task chat.
- Reuse the existing live-run polling guard so idle tasks with a healthy
live connection stop polling.
- Add provider-neutral fixtures, schema/authorization tests, task tests
and SDK/feature documentation.

## Verification

- PASS: 301 focused tests including the full task-detail file, generic
panel discovery, persistence, slot loading and manifest validation.
Regressions cover POST-before-GET route order, mobile drawer dismissal,
recovery without focus and the absence of the hidden desktop task panel
on mobile.
- PASS: UI and shared-package typechecks; production UI build; token
gates, feature-map and module-boundary checks; diff and secrets/PII
review.
- PASS on final head: all 795 UI files / 9,186 tests, and all 95
shared-package files / 1,038 tests. Commands: `node
node_modules/vitest/vitest.mjs run --project @paperclipai/ui
--maxWorkers 3` and the corresponding `--project @paperclipai/shared`
command with local socket access.
- On the final head, server shards 7/12 and 10/12 and workspace shard
a-1/2 were interrupted by runner shutdown/communication loss. GitHub
reported infrastructure failures; no assertion failure was surfaced in
the available diagnostics. The queued summary was cancelled, then `gh
run rerun --failed` successfully requested retries for only those three
jobs. They are currently queued for CI runners; the 50 successful checks
remain passing. Interrupted attempts are not counted as passing.
[Final-head CI and
retry](https://github.com/paperclipai/paperclip/actions/runs/40396870920).
- Earlier verification exposed an empty-panel rerender loop, which was
fixed. The sandboxed combined run also failed five shared port-registry
tests because it could not bind loopback listeners; the full shared
rerun with socket access passed. These earlier failures are retained
here rather than reported as passing runs.
- Full workspace typecheck/build were attempted with pinned pnpm 9 after
resolving the initial local package-manager setup. Both stop at the
unchanged Runner Rust step because `cargo` is not installed. Full local
workspace checks are not reported as passing; final CI must provide
those broader checks.
- No live provider or plugin-specific transport acceptance is claimed by
Core's synthetic fixtures.

## Risks

- Availability is polled every three seconds only while an authorized
running agent exists. Plugins own the side effects and meaning of that
read.
- A view uses the running agent's context. It is not a separate per-task
resource.
- Optional metadata adds no backend endpoint or permission bypass. The
host requires existing board and agent authorization.
- Reverting the optional contract and UI integration removes task panels
without a data migration.

## Model Used

OpenAI Codex (GPT-6), with reasoning, repository tools and code
execution. The exact backend snapshot ID and context window size are not
exposed by this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run 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 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>
2026-10-26 14:47:15 -07:00
DottaandPaperclip 5061ab7b35 perf(ui): speed up task and inbox cold opens (#17756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task lists and inboxes are the main entry points to that work.
> - Cold opens fetch overlapping task lists, task descriptions, and run
details before useful rows settle.
> - Independent responses can insert rows above content that a person
has started to read.
> - This pull request loads a small task index first and adds details
only for visible rows.
> - It keeps row order and geometry stable while those details arrive.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Cold opens of Tasks and Inbox, including the shared navigation badge.

**Subsystem affected**

Server list reads, shared response contracts, and the React UI.

**Current behavior**

The badge fetches full task bodies. Mine fetches several overlapping
lists. Historical diagnostics and row metadata add work before the first
useful list. A fast failed-run response can appear before task rows,
then move down when tasks arrive.

**Proposed behavior**

Load the selected inbox source and its required context together. Use an
index without task descriptions or recovery diagnostics. Fetch
diagnostic details for up to 50 visible rows. Keep skeletons, recovery
indicators, external status, and live metadata in fixed space.

**Reason and benefit**

Reduce work on a cold open and prevent loading-induced row movement. On
the same 100 local fixture tasks, the compact response was 262,441
decoded bytes and the index was 110,909 bytes. This comparison excludes
compression and is not a page latency benchmark.

**Breaking changes**

Existing full and compact responses remain available. New index/row
projections are opt-in and marked as partial data. Mine keeps its
existing most-recent-100 display limit, now selected on the server.
Existing filters and group preferences remain in the client. No database
migration.

**Additional context**

Refs: #17593. Related: #13095, #17428, #13803. This change addresses
collection overfetch and layout stability. It does not replace the
blocked-inbox query work or the database activity-index work.

## What Changed

- Add authorized index and row projections, with bounded task and parent
ID batches.
- Replace badge list downloads with unread IDs and aggregate counts.
Preserve actor privacy, dismissals, and local archive behavior.
- Load only the selected inbox source, plus bounded parent and
failed-run context. Return only relevant failures from the bounded run
window.
- Batch hierarchy reads, including at most one authorized child per
collapsed parent in one request. Collapsed markers do not consume the
expanded row budget, and partial descendant counts are not shown as
totals. Enrich visible rows without replacing membership, ordering,
titles, or read state.
- Reserve row geometry on desktop and mobile. Reveal the initial inbox
only after its sources settle. Preserve legacy task-list reads.
- Start collection module downloads during access checks. Keep partial
rows out of the task-detail cache.
- Keep ETags and concurrent request sharing for the new projections, but
skip the short server response TTL so archive undo sees fresh state.

## Verification

- On final head `ef6afb2a56`, the full CI workflow passed, including
build, typecheck, server/workspace/runner suites, and all eight browser
shards. A server shard reported **1,489 passing tests** before runner
shutdown canceled the job; its single infrastructure retry passed. Both
Greptile and Paperclip Review are **5/5**, with zero unresolved review
threads.
- The optional external **Entire Gates** check remains `unassessed`
because it has no active assessed Change for this comparison. Entire is
not set up in this checkout. The repository ruleset requires `ci /
verify` and `ci / e2e`; both passed. No gate configuration was changed.

- Passed workspace typecheck after the final API batching change. The
full production build also passed on the final commit; the exact-retry
E2E run built the shipped UI.
- Passed token gates and map validation. The final batch-preview pass
has 91 passing route/hierarchy/component tests, including privacy,
request bounds, 30 collapsed parents in one read, and a 120-child parent
alongside a sibling.
- Passed the 166-test focused UI/inbox/badge run, 47 additional UI
regression tests, and 34 issue-list route tests. The latest regressions
cover low-trust agent badge IDs, cold company selection, 30
description-only Mine matches with archive actions, retrying optional
row details, and collapsed/expanded siblings.
- The full local `pnpm test:run` spanned the rebase and reported
failures in five suites before it was stopped; it is not claimed as a
complete pass. A fresh serial rerun of all five suites passed
**452/452** tests (tool gateway, native resume, project repositories,
workspace recovery, and runner selection). Full current-commit coverage
is checked by CI.
- Real browser: delayed index and row-detail responses on Tasks and
Mine. The first placeholder and first row had the same origin and
44-pixel height. Twelve rows on each page had zero position, height, or
title-width change after recovery details arrived.
- Real browser: reviewed long titles and recovery status at a 390 by 844
viewport. Task text stays on one line and recovery uses a compact
indicator.
- Three fresh document loads per page on final commit `260893bf92`, with
HTTP cache retained on a warm local development server: Tasks
1.031–1.190 seconds; Mine 0.999–1.193 seconds. Browser-control overhead
is included. These values must not be compared directly with staging
latency or the earlier local samples taken during a full test run.
- The browser archive test exposed stale results after Undo. The new
projections now bypass the server TTL; immediate-mutation regression
tests pass. The final browser retry passed: Archive followed by Undo
restored exactly one row and the badge count.

- CI exposed a hook-order crash when company selection resolved after
the first inbox render. The hook now runs before the empty-company
return. All seven affected exact-retry and legacy-continuation browser
scenarios pass locally after the fix.
- Real browser review regressions: 97 description-only source matches
retained Archive actions; deliberately failed optional row reads
displayed a retry notice while all 12 observed row positions and heights
stayed unchanged. Retry restored the recovery indicator. Network fault
injection was removed.

- The final production build and workspace typecheck passed. Final
focused verification passed 153 UI/helper tests and 26 heartbeat privacy
route tests. Final review regressions cover newer diagnostics arriving
during the index read, reloading diagnostics when the same task ID
changes version, optional source failure/retry without hiding available
rows, and required external-status filter failure. The latest-failures
route test verifies bounded selection, agent filtering, success
suppressing an older failure, and private-run redaction.
- Real browser: deliberately failed the run source, then retried it.
Twelve available task rows kept the same position and 44-pixel height
before, during, and after retry. No loading skeleton replaced them.
Fault injection was removed.
- Hierarchy review decision: the cold-open barrier stays because
inserting ancestors or expanded children after revealing index rows
would cause layout shifts. Existing hierarchy context now survives
subsequent requests, with a regression proving a new ancestor read does
not blank the list. The bounded recursive tree read can still add
latency for unusually deep expanded trees.

- Tasks now handles a failed external-status filter with an explicit
error and Retry, suppressing a false empty state. All 52 Tasks component
tests pass, including failure-to-success retry. One existing large-tree
test timed out while workspace typechecking ran concurrently; the whole
component suite passed when rerun without that competing work. Workspace
typecheck, the full production build, and token gates passed for this
fix.

## Risks

- Saved filters and grouping still operate on the existing bounded
collection. This is not a new global server pagination model.
- Fixed row slots reduce available title width. Long titles remain
accessible through task navigation.
- Recovery and related diagnostics arrive after core rows. Their
responses cannot replace ordering fields, and stale versions are
rejected.
- Index/row requests now revalidate against current data instead of a
short server TTL. They still share concurrent reads and use ETags.
- This has not been deployed by this pull request. Staging latency must
be measured after deployment under comparable conditions.

## Model Used

OpenAI Codex, GPT-6 family. The exact runtime model ID and
context-window size are not exposed in this session. Used code editing,
terminal execution, and real-browser diagnostics.

## 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>
2026-10-26 14:29:20 -05:00
Clément df5a78cf91 fix(ui): keep iPhone task chat stable while typing and streaming (#17232)
## Thinking Path

> - Paperclip keeps human-agent conversations attached to tasks.
> - People need to read and reply comfortably from a phone.
> - The mobile task page scrolled the document and positioned its
composer with a sticky navigation offset.
> - Safari's keyboard resize and later focus pan could move that
document again, causing overlap, gaps, and jumps while editing.
> - This change gives mobile and desktop the same message scroller and a
normal flex footer.
> - CSS owns the layout. A small VisualViewport adapter handles the
visible height and Safari's stale document focus scroll.
> - Streaming no longer measures every historical row while following
the bottom.

## Linked Issues or Issue Description

Fixes https://github.com/paperclipai/paperclip/issues/16497

Related: https://github.com/paperclipai/paperclip/pull/15245 also
addresses keyboard positioning. This change additionally removes mobile
document auto-follow and reduces historical-row measurement work.

## What Changed

### One scroll owner and a natural-flow composer

Before:

```text
Document scroll + mobile auto-follow
  └─ Conversation + sticky composer + animated navigation offset
```

After:

```text
Height-constrained conversation shell
  ├─ Header
  ├─ Message scroller — owns follow/reading position
  └─ Composer — normal flex footer
Navigation stays at the layout viewport bottom, behind the keyboard
```

- Reuse TaskMessageScroller on mobile. Delete the separate 136-line
useWindowAutoFollow implementation and its superseded tests.
- Keep the composer in normal flex flow. Remove its sticky bottom
positioning and navigation-offset animation.
- Constrain the mobile conversation with CSS. Classic tasks and other
pages retain their existing layout.
- Add a 47-line useMobileVisualViewport hook. It changes shell height on
resize, not on typing or incoming messages. It never translates the
shell or hides navigation.
- Reject Safari's stale document focus pan only for an unzoomed,
keyboard-open conversation. Inner message and editor scrolling stay
native.
- Keep a saved reading anchor when reading older messages. Skip
historical-row measurements while following the bottom.
- Update tests and the existing mobile streaming fixture. Keep only two
layout-contract sentences in DESIGN.md.

**Scope:** 19 files, +367 / -482 lines: 115 fewer lines overall.
Production UI/CSS alone is +158 / -190 lines. No API, database, or
dependency changes.

## Verification

Bottom-follow is also saved explicitly for Back navigation. A new
regression covers returning after rotation changes message wrapping,
without restoring historical-row scans.

### Physical iPhone acceptance

Tested on an iPhone 15 Pro running iOS 26.7.1. The reporter confirmed:

- Opening the keyboard positions the composer correctly immediately,
before any typing.
- The installed web app works.
- Long drafts, insertion, deletion, and sending are acceptable. The
reporter described long drafts as not perfect but good enough.
- Reading older messages during incoming output preserves position;
returning to the bottom resumes following.
- Rotation, keyboard close/reopen, and attachment/picker transitions
work.

Remote inspection corroborated the corrected open-keyboard state:
visible height 358px, composer bottom 358px, document scrollY 0.
Navigation remained display:block at y=631px, behind the keyboard.

Earlier candidates failed device testing. The decisive trace showed a
correct viewport resize followed about one frame later by a stale 337px
native document focus pan. Typing caused Safari to correct it. Tests now
cover that event ordering, the reverse ordering, and zoom panning.

### Performance evidence

The existing TaskChatPerfHarness supplied 200 historical responses,
4,000 collapsed tools, and 30 updates at 100ms intervals.

| Measurement | Before | After |
| --- | ---: | ---: |
| Historical row geometry reads | 6,000 | 0 |
| Renderer main-thread work | 331.2ms | 273.5ms |
| Largest task | 27.1ms | 12.3ms |

This is one instrumented Chromium development run on the Mac, not a
phone benchmark or a statistical speedup claim. The zero-row-measurement
result also has a regression test that failed with 6,000 reads before
the change.

To reproduce, serve ui/tests/task-chat-perf.html with the UI Vite
server. Record 30 streaming updates at the bottom. Inspect
TaskMessageScroller and row getBoundingClientRect calls. Existing
historical-render tests also confirm that unchanged Markdown does not
reparse on live-tail updates.

### Automated and full-app checks

- [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39862524031)
is green: 54 successful checks and 2 skipped checks. Greptile rates the
current head 5/5, confirms the Back-navigation fix, and has no
unresolved findings.

- **601 focused tests pass** across the task page, layout, composer,
scroller, viewport adapter, and historical-render coverage.
- UI typecheck and production build pass.
- Token gates, Storybook catalog checks, and catalog/map structural
tests pass.
- Independent review of the final source tree passed with no findings.
- The full source app ran on macOS with an isolated database and saved
conversation history. A reply sent through the real UI persisted after
reload. Provider execution was not part of this layout test.
- **Full local repository checks did not pass.** Build/typecheck stop at
missing Rust cargo. The full test run reported 142 failed server tests
and 3 failed suites; missing cargo is confirmed in those three suites.
The other server failures were not diagnosed in this UI task.
Current-head CI now supplies the repository-wide evidence; these local
failures remain disclosed.

## Risks

- Mobile conversations now share the desktop scroll owner. Navigation,
loading, history restoration, and reading-position tests cover that
change.
- The keyboard-state threshold is a 120px viewport reduction.
Accessory-only keyboards retain the normal navigation spacing.
- The document-scroll fallback is scoped to rendered conversations with
an open keyboard at scale 1. It does not handle inner scrolling or
prevent zoom panning.
- Long-draft behavior is accepted, with minor polish still possible.
- The UI change is reversible and requires no data migration.

## Model Used

OpenAI GPT-6 Astra, exact model ID gpt-6-astra, through OpenCode.
Capabilities used: reasoning, code editing, tests, Chromium performance
tracing, and Safari remote inspection. The harness does not expose the
context-window size. An independent general-purpose subagent reviewed
the final tree; its serving model ID was not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with Fixes / Closes /
Refs OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run focused tests locally and they pass; repository-wide
failures are 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
2026-10-26 08:44:39 -07:00
DottaandPaperclip a1f77821b9 perf(tasks): show recent conversation before historical activity (#17593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task page must show the instruction and current conversation
quickly.
> - The current page waits for related task data and historical run
transcripts.
> - These reads grow with task history, even when the reader only needs
the latest answer.
> - This pull request gives cold opens a small initial view and loads
older history on demand.
> - Messages and runs observed while the page stays open remain visible.
> - The benefit is a readable task before historical diagnostics finish
loading.

## Linked Issues or Issue Description

Related: #14667 and #16229. The first changes the reveal gate and scroll
anchors. The second adds general history pagination. This PR adds a core
task read and a folded recent-conversation view. It preserves the
default full-read API contracts. The shared files will need coordination
if either related PR lands first.

**What existing behavior does this improve?**

Cold opening an ordinary task with a long conversation or large run
logs.

**Current behavior**

Task enrichment and historical transcripts delay the readable
conversation. A cold open can fetch several megabytes of tool activity
before revealing saved messages.

**Proposed behavior**

Show the task instruction, recent saved replies, latest human input, and
the latest run's conversation data first. Fetch older messages and full
run activity when the reader chooses **More messages**. Retain new
messages while the page stays open.

## What Changed

- Add an authorized core issue view that skips related enrichment. Keep
enrichment on the existing detail read. Share task mutation, rollback
and invalidation updates with the core cache.
- Add a bounded recent-comment read. Preserve the first human
instruction when no description exists, including legacy rows with a
NULL author type. Keep company and task access checks and comment
redaction.
- Add optional recent activity and run-summary views. Fetch original
input receipts for visible comments separately so delivered messages
stay out of the queue. Reconcile watched unfinished runs after a
reconnect beyond the preview window, removing deleted runs after
reconciliation.
- Filter the latest native run's initial events to assistant messages,
request lifecycles and terminal results. Full event reads remain
available on expansion. Legacy fallback reads use a small tail extended
to the first complete record. HTTP cancellation aborts the storage read.
- Retain observed messages across cursor catch-up and new runs. Apply
local cancellation and deletion to both caches and their task aliases.
Refetch locally seeded history pages on expansion. Preserve expansion
across identifier and UUID links. Keep deep links, classic tasks and
Agent Chat on their existing full-history path.
- Update API documentation, design guidance, capability maps and
regression coverage.

## Verification

- Final acceptance on `9ea0b15ae44d9f6d2c9a9f824b4835f299f92979`: all CI
gates passed, including server/UI tests, all eight browser shards,
runner checks, full typecheck and build. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/40326990328).
GitHub reports 55 successful checks, two intentionally skipped checks,
and one neutral Paperclip Review check described below. No checks are
pending or failed; Greptile is 5/5 and no review threads remain open.
- October 26 merge update: merged current `master`. The only conflict
was in task-page imports; both the compact-history hook and the new
live-update hooks remain. All CI tests and build jobs passed on
`044fd6733d`. Fresh review found canceled-comment cache drift, legacy
human-comment filtering, send-then-expand truncation, and partial legacy
log records. These defects were fixed in `af3d66a5bd`.
- Review-fix verification: 470 tests pass across ten affected suites,
including all six PostgreSQL cold-open tests without a helper override.
Cancellation/delete and send-then-expand regression tests failed before
the fixes and pass afterward. Coverage includes task identifier/UUID
reopen, stale in-flight reads, legacy NULL author types, local-file and
object-storage tails cut inside UTF-8 text, route forwarding, and
request cancellation. Full workspace typecheck and production build,
token gates, map validation and diff checks pass.
- Follow-up review found that a failed expanded legacy read lost its
record-alignment state on retry. `9ea0b15ae4` commits the expanded
window only after a successful read. The new regression fails before the
fix and passes afterward; all 19 transcript tests, UI typecheck, UI
build and token gates pass. Greptile reviewed this commit at 5/5 with no
actionable findings, and all review threads are resolved.
- The final Paperclip Review check ended neutral because its execution
did not complete; no passing Paperclip assessment is claimed. Its
earlier four concrete findings were fixed and regression-tested.
Greptile and the security scans completed successfully on the final
commit.
- The preceding `af3d66a5bd` CI run was canceled when superseded by the
retry fix. Its server shard 11 check briefly reported failure, but the
job API records cancellation and its test step passed all 1,750 tests.
This superseded run is not used as final CI acceptance.
- 549 focused tests pass on the final implementation across nine task
UI, activity-route, OpenAPI and PostgreSQL suites. These cover pending
history, desktop/mobile visibility, expansion, retained runs, message
bursts, cancellation recovery and queued-comment removal in both views.
- Legacy expansion keeps the latest answer visible while fetching and
deduplicating older output.
- Five PostgreSQL tests pass for core access denial, recent comments,
missing-description instructions, event paging and bounded activity/run
reads. macOS could not start another PostgreSQL cluster because it
exhausted its semaphore limit. These tests used a separate disposable
database on an existing local server through a temporary test setup
override. The helper was restored afterward.
- Full workspace typecheck and build pass with the final state fixes, as
do token gates and capability-map validation.
- Token gates, capability-map validation and `git diff --check` pass.
- Browser proof used a disposable task with 80 comments and six large
run histories. The cold view showed the instruction and recent exchange.
**More messages** revealed older comments. Navigation away and back
preserved expansion.
- Local HTTP sample: core 50 ms, recent comments 24 ms, recent run
summaries 17 ms. The latest native conversation response was 839 JSON
characters / 8 ms; its full event response was 1,099,005 / 86 ms.
Browser content paint was 1.34 seconds with development assets cached.
These are local observations, not staging latency claims.
- The first CI run passed every job except four board-send browser cases
and the review threshold. Those browser fixtures only mocked the old
comments endpoint; they now serve both recent and full reads, retaining
all message and attachment assertions. Both initial review findings were
fixed with regression tests. The next CI run passed every job. The
deeper review identified core-cache mutation, older delivery receipt and
retained run-status gaps; those are now fixed with regression coverage.
Final review is 5/5 with zero unresolved findings. Final-head CI
initially failed one unchanged runner shutdown test
(`runnerd-codex-transport.test.ts`, timeout-attachment case) with
`NativeSessionCloseUnrecoverableError`; all other CI jobs passed. The
same runner code passed on 971a762f80. A targeted local reproduction
also failed during provider drain. The failure is outside the changed
task loading paths; its underlying cause remains unresolved. The single
failed-job retry passed on the same head; this demonstrates recovery,
not a root-cause fix. All CI gates passed on the previous implementation
head `9004f94f28`: [CI run and
retry](https://github.com/paperclipai/paperclip/actions/runs/40192334629).
- `pnpm test:run` was attempted and stopped after repeated embedded
PostgreSQL startup failures. The native session suite recorded 15
database-related failures; other database suites could not start. No
complete local suite pass is claimed.

## Risks

- The compact view intentionally omits older diagnostics until
expansion. Existing open questions and approvals still use the current
interaction and run paths.
- Previously observed comment and activity rows remain cached while
open. The newest preview and incoming cursor pages refresh; this does
not add a general historical-edit synchronization protocol.
- Recent views are optional. Existing full API callers retain their
response shape and behavior. No migration is required.
- A legacy tail can exceed the requested byte limit by the prefix of its
first log record. Backward reads stop at the preceding record boundary
and honor cancellation.
- Staging has not been deployed or qualified with this change. Instance
startup latency is separate from task history loading.
- The related open PRs touch the same task-history files.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository editing, shell
tools and browser testing. The exact serving model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — 549 affected task tests;
the full local suite and unrelated runner failure are documented above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 08:11:39 -05:00
Dotta 46760cc588 fix(chat): honor dismissal for all composer requests (#17218)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations show requests in the feed and above the message
composer.
> - Earlier fixes kept dismissed questions in history, but excluded
completion reviews and other request kinds.
> - Closing those forms left a pending badge, and the server could still
demand a response.
> - This pull request saves human dismissal and removes the request from
composer reminders and ordinary completion gates.
> - People can continue the conversation and reopen the request from
history.

## Linked Issues or Issue Description

Related work: #15229 and #15392.

**What happened?**

Dismissing a completion review closed its form but left it counted as
pending. It could return after reload, block a retry, or cause the agent
to demand another response. Raw runtime requests could also lose their
only usable control when dismissed.

**Expected behavior**

Dismissal leaves an accessible request in the feed and clears the
composer form and pending count. It persists after reload. It does not
submit an answer, approve an action, or wake the agent.

**Steps to reproduce**

1. Open a task with a pending completion review or another composer
request.
2. Dismiss the request, then reload the task.
3. Check that the composer stays clear and the feed entry can reopen the
request.

## What Changed

- Add nullable dismissal fields and a human-only dismissal endpoint with
company, private-task access, resolver, and locked review-policy checks.
- Persist saved-request dismissal on the server. Keep browser
persistence for raw runtime requests and existing question dismissals.
- Keep confirmations, choices, item verdicts, suggested tasks, and
runtime requests accessible in the feed.
- Exclude dismissed ordinary requests from completion and retry gates.
Tell agents not to repeat deferred requests.
- Preserve tool, secret, connection, plan, company-policy, and
configured review authorization gates. Expire deferred non-question
requests when their task completes.
- Preserve the selected form when another dismissal finishes saving.
Keep reopened reviews visible through delayed comment refreshes.
- Add a completion-review Storybook test drive and update design, API,
database, and capability documentation.

## Verification

- `pnpm -r typecheck`: passed. The final UI changes also passed the UI
typecheck.
- `pnpm build`: passed. The final UI changes also passed the UI
production build.
- Focused UI and transcript tests: 550 passed across nine files after
merging the current base branch.
- Focused database, completion, and prompt tests: 105 passed across
three files, including two review-policy regressions that failed before
the fix. The tests reject a review requester excluded by current policy,
preserve the pending gate on denial, and permit an independent reviewer
to defer the request.
- Route regression suite: 81 passed, including denial before reading or
mutating a private-task request.
- `pnpm check:token-gates`: passed.
- Map and Storybook structural checks: passed; 30 map/catalog script
tests passed.
- Browser: used the production task-thread components in the
completion-review fixture. Dismissed, reloaded, reopened from the feed,
and dismissed again. No pending badge or composer takeover remained.
Story callbacks simulate API saves; separate server tests cover
persistence and permissions.
- `pnpm test:run`: stopped after the general-server group reported one
failure in `workspace-runtime.test.ts`: "returns a bounded structured
conflict and exposes only same-company workspace references". The same
test passed in isolation (1 passed, 178 skipped). The cause of the
full-suite failure is not established. The full PR CI suite subsequently
passed on e243cbb001; its two authorization review findings are fixed in
9e1b4478b3. Fresh [full
CI](https://github.com/paperclipai/paperclip/actions/runs/39871944846)
passes on 9e1b4478b3, including the previously failing server and
browser shards. All 54 executed checks passed; two optional Storybook
deployment/visual jobs were skipped. The legacy security status also
passed. Fresh Greptile review is 5/5, the security scan passes, and no
review threads remain open. This full CI run settles the merge gate; the
earlier local workspace-suite failure remains recorded above because its
cause was not established.
- Additional verification: the original failing browser journey passed
locally after the delayed-refresh fix. The expanded page-reload case
also passes on 9e1b4478b3 (52.7s): dismiss, reload, reopen, approve, and
receive the actual tool failure in the continuing task. It exposed a
fixture reading an accepted request before tool execution finished; the
fixture now waits for a stored execution result. The first reload
attempt stopped on a still-loading page at the default five-second
assertion; the reload now uses the suite’s navigation allowance. A
controlled server-restart run timed out waiting for server health before
the UI assertions. Local route-suite runs timed out during concurrent
module loading; sequential imports passed all 81 tests, including the
privacy regression.
- Initial verification failures: a missing SDK build and a story fixture
type error were fixed. PostgreSQL bootstrap then failed because the host
had exhausted its semaphore allowance. After explicit operator approval,
64 verified abandoned PostgreSQL semaphore sets were reclaimed; no live
process was stopped. The database regressions then passed. The
raw-runtime regression exposed a missing feed control; the
implementation now preserves that entry and the regression passes.

## Risks

- Apply the additive database migration before the new server code. It
adds two nullable columns and does not change existing decisions.
- A dismissal is shared task attention state. Only a human with task
read access and current resolver/review authority can persist it. Review
policy is checked under the task lock. The operation is idempotent and
records the dismissing user.
- Raw runtime dismissal remains specific to a browser. Saved interaction
dismissal persists across browsers.
- A deferred review is not an approval. Tests retain protected-action
and configured review gates.
- The browser walkthrough uses a fixture. This branch has not been
deployed to a live instance.

## Model Used

OpenAI Codex, GPT-6, with code execution and browser tools. The exact
backend model ID and context-window size are not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-22 18:37:36 -05:00
TonioandClaude Fable 5.1 341b622604 feat(ui): Artifacts V1 behind an experimental setting — Artifacts page, panel tab and task thread (#17228)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents produce artifacts: documents, files, pictures, video and
links. The app shows them on the Artifacts page, in the right panel's
Artifacts tab and in the task thread
> - The artifact directions lab (#17213) settled a presentation for
those surfaces, MVP V1, drawn from the PCLP-Core mocks. It is a
reference, not product code
> - Shipping it means product components on product data, token-only,
behind a switch, one surface at a time, so the current presentation
stays the default until the new one has been used
> - This pull request adds the switch (Settings > Experimental >
Artifacts V1), the `--artifact-*` tokens, the V1 primitives as product
components, and the V1 presentation on all three surfaces behind the
switch: the Artifacts page, the panel's Artifacts tab and the task
thread
> - The benefit is the redesign in the product, reversible by one
setting, with every existing behaviour of those surfaces kept

## Linked Issues or Issue Description

No public issue exists. This section follows the feature request
template; the plan is `doc/plans/2026-10-22-artifacts-mvp-v1.md`.

**Subsystem affected**

The web UI (`ui/`): the Artifacts page, the right panel's Artifacts tab
and the task thread. The experimental settings contract in
`packages/shared` and `server` gains one boolean.

**Problem or motivation**

The three artifact surfaces grew separately and their artifact
presentation is dated and inconsistent. The lab produced a measured
direction; nothing in the product uses it yet.

**Proposed solution**

An experimental setting, `enableArtifactsV1`, default off, with the same
plumbing as the other experimental settings. Product primitives under
`ui/src/components/artifacts/v1` (kind helpers and adapters, the sheet
and print artwork, the stack, the page tiles with the Paper Mono pill,
the row the panel and thread will share), driven by `--artifact-*`
tokens in `index.css` with light and dark values. With the setting on:
the Artifacts page shows one row of views (Tasks, All files, Images,
Videos, Documents, Text, Files) and the V1 tiles, a task with several
artifacts as a stack whose newest artifact is the first page, everything
else as single tiles; the panel's Artifacts tab is one flat list of V1
rows, newest first, with the expandable rows (Markdown review surface,
document annotations, deep links) keeping their behaviour behind the row
as their face; the thread shows a message's files as rows under its
footer and registered deliverables and documents as one row each. The
hover movement respects reduced motion.

**Alternatives considered**

Replacing the current cards outright: no fallback and three surfaces to
land at once. Mounting the lab's components: they are typed on lab
fixtures and keep lab-local tokens, which the token gates reject. The
primitives were ported instead and the lab stays a reference.

**Roadmap alignment**

Supports the "Artifacts & Work Products" theme in `ROADMAP.md`.
Presentation only; no data model change.

**Additional context**

No new API fields: the tiles show title, identifier, count and "Updated
…"; rows take sizes from the work-product and attachment payloads; a
picture's aspect ratio comes from the loaded image, 4:3 until it loads.
The plan records what each surface keeps and what it drops (run sections
in the panel; the "Images · N / Files · N" labels and the four-up grid
in the thread).

## What Changed

- Add the `enableArtifactsV1` experimental setting: shared type,
validator and feature catalog, server defaults and managed keys, the
`useArtifactsV1Enabled` hook, and the Settings > Experimental toggle (in
its alphabetical place).
- Add the `--artifact-*` tokens and the Artifacts V1 component rules to
`ui/src/index.css`: light values on `:root`, dark overrides, and the
hover movement under `prefers-reduced-motion: no-preference`.
- Add `ui/src/components/artifacts/v1/`: `kinds.ts` (kind treatment,
labels, glyphs, the server's media-kind rule, adapters from
`CompanyArtifact`), `geometry.ts` (the measured constants), `when.ts`,
`ArtifactSheet`, `ArtifactPrint`, `ArtifactStack`, `ArtifactFront`,
`ArtifactTile` (stack and single tiles, caption, grid), `ArtifactRow`
(the row and its inline group), `ArtifactsV1Filters`, with the mock's
SVG assets.
- Wire the Artifacts page: with the setting on, the toolbar's filter row
becomes the V1 views and the grid renders V1 tiles; the toolbar takes an
optional `filters` row for this. The old cards and kind filters stay the
default.
- Wire the panel's Artifacts tab (`IssuePropertiesArtifactsTab`): with
the setting on, one flat list of V1 rows, newest first; `DocumentRow`
and `MarkdownWorkProductRow` take a `face` render prop so the V1 row
fronts their unchanged expansion, review and deep-link behaviour;
`PanelFileRow` opens attachments and attachment-backed work products the
way the shipped card does (gallery, text tab, new tab) with open and
download beside the name; other work products are a link row with their
status.
- Wire the task thread: `TaskChatBubble` hangs a message's files under
its footer as V1 rows inline (pictures and video to the gallery, text to
a text tab, files to a new tab) in place of the media grid and file
chips; `TaskChatProtocolCard`'s resource rows render deliverables,
documents and attachments as one V1 row each, opening where the card
did.
- `ArtifactRow` keeps trailing controls beside its own control (no
nested interactive elements) and can be a link, an in-app anchor, a
new-tab anchor or a button; adapters read work products, documents,
attachments and message references.
- Add a catalogued Storybook story, `Components/Artifact V1 primitives`,
under `documents-artifacts`, on fixtures.
- Add tests: the primitives (kinds, dates, print fitting, tiles, rows),
the hook, the Artifacts page, the panel's Artifacts tab, the task-chat
bubble and the protocol card, each with the setting on and off; the
settings page and server tests list the new key.
- Add `doc/plans/2026-10-22-artifacts-mvp-v1.md`.

## Verification

- Run `cd ui && pnpm typecheck`: the Storybook catalog accepts the new
story, and `tsc -b` is clean apart from the five pre-existing
`PluginOrganizationSwitcher` errors.
- Run `pnpm check:token-gates` and `node scripts/check-maps.mjs`: clean.
- Run `cd ui && npx vitest run src/components/artifacts
src/components/issue-properties
src/components/task-chat/TaskChatBubble.test.tsx
src/components/task-chat/TaskChatBubble.artifactsV1.test.tsx
src/components/task-chat/TaskChatProtocolCard.test.tsx
src/components/task-chat/TaskChatProtocolCard.artifactsV1.test.tsx
src/pages/Artifacts.test.tsx src/hooks/useArtifactsV1Enabled.test.ts
src/pages/InstanceExperimentalSettings.test.tsx`: the suites pass (151
tests in the last run).
- Run `cd packages/shared && npx vitest run src/feature-catalog.test.ts`
and `cd server && npx vitest run
src/__tests__/instance-settings-service.test.ts`: pass.
- Manual: open Settings > Experimental, turn on Artifacts V1. On the
Artifacts page the view row reads Tasks, All files, Images, Videos,
Documents, Text, Files; tasks with several artifacts show as stacks,
hovering fans the pages and lifts the artwork (not under reduced
motion); Images shows single tiles with bordered prints. Open a task's
Artifacts tab: one list of rows, newest first; a Markdown work product
still expands into its review surface, a document still opens in its
tab. In the thread, a message's files sit under its footer as rows. Turn
the setting off: everything returns to the current presentation.
- Storybook: `Tasks and conversations / Documents, attachments, and work
products / Components / Artifact V1 primitives`.
- Not run: the full `pnpm test:run` and `pnpm build` (CI runs them), and
a browser pass against a dev instance with real artifacts on the three
surfaces; that pass is the remaining step before this leaves draft.

## Risks

- Off by default; with the setting off, the only changes on a product
path are an optional `filters` prop on the toolbar, an optional `face`
prop on two panel rows, a read of the setting in the bubble and the
protocol card, and the new token declarations.
- With the setting on, the Artifacts page's view tabs set two URL
parameters (`groupBy`, `kind`) at once; the group-by menu and search are
unchanged.
- A picture with unknown dimensions renders at 4:3 until it loads, then
the print refits once; the frame's height is fixed so nothing below it
moves.
- About thirty new `--artifact-*` tokens, namespaced and documented in
place.

## Model Used

- Claude Fable 5.1 by Anthropic, model ID `claude-fable-5-1`, used
through Claude Code in the desktop app. Extended reasoning was on.
Capabilities used: tool use (shell, file edits, a headless Playwright
browser for the lab's measurements, the Figma MCP server for the mocks
during the lab work) and image input. The context window is the Claude
Code session's; its exact size is not surfaced to the 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 (#17213 is the lab this builds on)
- [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 (the suites listed above;
CI runs the full set)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (the
plan document; no command or product behaviour changes outside the
setting)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-22 15:14:58 -07:00
DottaandPaperclip 3ce8d976a9 Add experimental Paperclip Notebook MCP connection (#16984)
## Thinking Path

> - Paperclip connects agents to external tools through saved accounts
and per-action permissions.
> - Notebook exposes artifact management through an ordinary remote MCP
server with OAuth.
> - A private pilot needs a hidden, default-off catalog and execution
gate.
> - Local file publishing belongs to Notebook, which can accept bounded
file bytes through ordinary MCP tools.
> - Paperclip therefore needs the connector registration and generic
availability checks, with no file-transfer architecture.

## Linked Issues or Issue Description

**Subsystem affected**

Apps catalog, experimental feature metadata, connection setup, and
connector availability.

**Problem or motivation**

Users need to connect Notebook as their Cloud account, assign its tools
to agents, and retain Paperclip's normal Allowed / Ask first / Off
rules. The private pilot must remain hidden until an operator enables
it. Notebook should own its upload protocol and local publishing script.

**Proposed solution**

Register a personal remote MCP OAuth connection at Notebook's canonical
endpoint. Reuse existing OAuth discovery, credential storage, refresh,
reconnect, and removal. Enforce availability through generic catalog
feature metadata and saved application identity. Keep Notebook's
standalone uploader in its own service repository; it calls the ordinary
gateway and receives no saved OAuth credential.

**Alternatives considered**

A gallery-only filter permits retained tools and deep links while
disabled. A shared workspace publisher and private upload-ticket
transport add runtime behavior that a normal MCP connector does not
require. Notebook can receive file bytes directly through its own tools
instead.

**Roadmap alignment**

This extends Connected Apps and supports Artifacts and Work Products.
ROADMAP.md and related PRs were checked. This PR is standalone on
master. The separate OAuth lifecycle and file-transfer proposals (#17085
and #17086) are closed and are not dependencies.

## What Changed

- Register Notebook's personal MCP OAuth method, canonical endpoint,
scopes, catalog metadata, and branding.
- Declare managed `enablePaperclipNotebook` with false defaults and no
user-facing settings toggle or staging opt-in.
- Use generic availability metadata for gallery/setup, retained
connection identity, OAuth completion, health, tool/context discovery,
and dispatch. Resources/prompts recheck before credentials, including
retained handles. Removal remains available while disabled.
- Resolve catalog application identity from the saved application key,
so editable connection labels cannot bypass the hidden gate.
- Select a method's sole supported credential kind when no kind is
supplied.
- Keep UI changes to metadata-driven availability and existing
setup/reconnect controls.
- Document Notebook's service-owned upload script, inline publication,
ordinary action policies, and credential behavior.
- Add ordinary MCP OAuth, assignment, action-policy, disabled-state,
settings, and catalog tests.

No workspace contribution registry, private transfer endpoint, native
publisher, Runner file-reader change, or Paperclip CLI upload command is
included. The entire native-runtime and CLI trees match master. Upload
code lives in `paperclip-cloud/notebook/`.

## Verification

Source head: `65ef741e4f476c67425b57d2fb2d6d4c00e99b06`, directly on
master `53732c811bb69655eb43d3d12f2063ae4ca5ad67`. The diff is 42 files.
Shared execution changes only enforce generic catalog availability; tool
access also resolves saved application identity and the sole supported
credential kind. Neither module contains Notebook upload logic.

- Catalog/shared/settings/UI suites: 592 tests passed across 12 files.
Shared/server/UI typechecks passed using installed compilers.
- Fresh real PostgreSQL generic MCP suite: 84/84 passed at final source;
server typecheck and module boundaries pass. Coverage includes personal
OAuth, ordinary refresh/reconnect, assignments, Allowed / Ask first /
Off, hidden feature enforcement, and local credential removal. Four new
resources/prompts cases failed against the prior code and pass after
filtering saved application identity and rechecking before credentials.
They prove missing/relabelled setup markers and stale eligibility cannot
dispatch or read secrets while disabled; an ordinary provider remains
available with the flag off.
- The full tool-access service suite passed 463/464 cases. One unchanged
Google Workspace `slides.write` case timed out at 15 seconds; it passed
on one isolated retry without source or timeout changes. Its exact test
block matches master. The cause is not established; final-head CI must
qualify the complete suite.
- Maps, module boundaries, token gates, and whitespace checks passed.
Byte comparisons confirm the former transfer/runtime/CLI surfaces match
master.
- Fresh exact-head Greptile is 5/5 with zero unresolved findings after
an exhaustive feedback audit. Current-head CI workflow
[39625691137](https://github.com/paperclipai/paperclip/actions/runs/39625691137)
succeeded, including both required checks (`ci / verify`, `ci / e2e`),
Build, and browser E2E. Supplementary security/advisory scan status is
recorded in the PR Checks panel and qualification receipt; prior-head
scans are not counted. The superseded `4bd7af9b2e` completed CI
successfully, but Greptile found the valid resources/prompts
availability gap described above. It was fixed, replied to, and
resolved; earlier-head results do not qualify this revision.

Preserved environment failures: the first socket-restricted UI/route run
had 93 listener setup failures, and the same 93 cases passed with
local-socket access. The package-manager launcher could not fetch its
signature metadata; installed compilers passed without dependency or
configuration changes. The full service timeout and isolated retry
remain recorded separately. The superseded `585e870e73` CI also failed
an unchanged agent-chat project-plan revision assertion after task
creation; the complete spec and relevant runtime sources match master,
and a same-master prior run passed. Its cause is not established. Logs
are preserved; no test or timeout was weakened and no old-head rerun was
requested. The subsequent heads run full CI independently; no prior-head
pass substitutes for current qualification.

The Notebook uploader requires a separate service release. This public
PR adds no uploader runtime to Paperclip and claims no newly deployed
browser/agent acceptance. The Notebook-owned upload path is qualified
separately. Code-owner review remains required before merge.

## Risks

- The feature flag gates the curated connector; it does not create a
Notebook service-side team allowlist or block arbitrary standard MCP
URLs.
- Publishing, sharing, and deletion retain the existing assignment and
action-policy boundaries.
- The hidden feature must be checked for retained tools and saved
identity, including when connection labels change.
- Disconnect removes local credentials. It does not revoke the remote
Notebook authorization; the owner can revoke it in Notebook.
- Ordinary refresh uses the existing client. A lost response after
refresh-token rotation can require reconnect.
- The standalone Notebook script and its bounded upload tools must ship
together in the Notebook service before that documented convenience path
is available.
- No database schema, workflow, lockfile, shared transfer, or Runner
change is included. No merge, deployment, or rollout is performed by
this update.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, repository inspection, code
execution, and tool use. The runtime did 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>
2026-10-21 11:07:18 -05:00
DottaandPaperclip d33b40a5c3 fix: recover saved work and provide reliable task Retry (#16965)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must retain work when an execution or workspace
export fails.
> - Retained-workspace holds can leave saved input waiting with no
usable Retry action.
> - Users cannot verify process ownership or repair provider
allocations.
> - This pull request gives system recovery a durable budget and gives
each deliberate Retry a durable intent.
> - Safe recovery can preserve files, settle an accepted result, or
prepare an independent workspace.
> - One task state keeps infrastructure diagnostics out of the ordinary
conversation while preserving real permission and approval gates.

## Linked Issues or Issue Description

**What happened?**

A task with a retained workspace can show recovery, failed-run and
saved-message warnings at the same time. Historical runs without native
workspace descriptors cannot use the native restore path. Old recovery
metadata can prevent a new attempt even when an independent workspace
would be safe.

**Expected behavior**

Paperclip owns bounded infrastructure retries and file preservation. A
user can request another attempt with ordinary Retry. Thinking appears
immediately. The service preserves completed effects and current user
controls. It does not claim that starting fresh recovered the old files.

**Steps to reproduce**

1. Retain a failed run and its workspace after export or process-stop
failure.
2. Save a follow-up while the recovery hold is active.
3. Open the task and try to continue without infrastructure credentials
or operator certification.

Refs #16906, #16835, #16883. This extends their recovery and receipt
contracts. Related work: #16962 and #16963.

## What Changed

- Add task-level Retry with company-scoped authorization, all-status
idempotency and durable admission before physical work. Keep exact-run
Retry compatible.
- Add typed recovery phases, finite persisted backoff, historical
adoption and durable local failure diagnostics.
- Preserve native workspaces or verified historical snapshots. Admit an
independent fresh workspace only after execution containment. Keep
old-source preservation and cleanup obligations separate.
- Carry completed publication and API receipts forward. Fence uncertain
mutation retries across replacement runs. Preserve connected-chat
identity and authorization.
- Re-enter normal dispatch for saved input. Reuse accepted results
through the existing finalizer.
- Use one task interruption projection across the thread, composer and
task list. Show optimistic Thinking, ordinary Retry and genuine user
gates.
- Add PostgreSQL, filesystem, API, browser-fixture and controlled
provider coverage. Document the behavior and update the feature/access
maps.

## Verification

- All GitHub Actions CI jobs pass on
`6d8c6d27d50586d8548b31d03b47f6d73a0ee11d`: typecheck, all
server/chat/workspace and serialized suites, Runner checks, eight
browser shards, canary and build. The required merge gate passes.
- Greptile reviewed the final commit at 5/5, with no actionable findings
or unresolved review threads. Its two earlier P1 findings are fixed.
- Full recursive typecheck and build pass locally on the final commit.
All 16 task Retry cases pass against isolated real PostgreSQL. The
unrelated-success case and both stale Retry cases fail on the previous
code and pass after the fix.
- The corrected gateway fixture passes its uncertain-mutation and
independent-read case. Four real HTTP API cases pass for definite
403/422 rejection, completed-effect reuse, and uncertain-effect fences
across deliberate and automatic retries. These focused gateway/API
checks used a temporary database lifecycle harness on an existing
healthy local PostgreSQL process. The standard repository helper is
unchanged.
- Earlier qualification covers 291 task UI cases, saved-file copyback
and ancestry, current Agent Chat ownership races, nine chat Retry API
browser cases, and six assembled browser recovery fixtures. A real
API/PostgreSQL/native-runner journey showed Thinking in 25 ms despite a
delayed response, admitted one successor in a separate workspace,
retained original files, and survived reload.
- The controlled Daytona test interrupts export, joins the controller,
restarts it in a separate process, and verifies one agent start, one
external sentinel operation, retained file contents and no premature
cleanup. It does not establish abrupt-kill or live LLM/GitHub
acceptance.
- The full local `pnpm test:run` was attempted and was not green: an
OAuth row-lock timing assertion failed, and a later suite exhausted
macOS PostgreSQL semaphores. The ten OAuth timing cases passed on rerun
against a separate database. Later embedded database initialization
failures remain recorded; the final CI matrix passes.
- Security scanning passed on production-code commit
`63953edf069b111c6becc3144dffa6deb52f68b5`. Its only successor changes
one test-fixture identity line. The final scan is neutral/inconclusive
because its pinned merge-base checkout failed or timed out. Both rerun
API requests returned 404, so no fresh successful scan is claimed.
Socket and Snyk checks pass on the final head.
- The optional Paperclip Review remains queued behind an earlier run in
workspace finalization. Its prior completed assessment was incomplete
because a comparison tool was blocked by the platform filter. It is not
counted as a completed code review. GitHub does not require this check
for merge.
- Hosted acceptance remains pending deployment. Local and CI results do
not establish recovery of a hosted task or its retained files.

## Risks

- Recovery changes span admission, physical ownership and dispatch.
Incorrect evidence could permit overlapping work. Existing physical
locks and authoritative stop requirements remain in place.
- The migration adds concurrent indexes. It requires the existing
top-level migration runner and retries incomplete index creation safely.
- A fresh attempt can complete while old-source preservation remains
unresolved. The service retains that obligation and does not report
those files as recovered.
- Unknown tool mutations remain blocked until their authoritative
receipt owner resolves them. Generic upstream tools have no universal
result-query protocol.
- Recovery and diagnostics stay inside the stack. No Cloud incident
endpoint, notification worker or new outbound reporting channel is
included.

## Model Used

OpenAI Codex, GPT-6 family. The runtime does not expose a more specific
model version or context-window size. The model used reasoning, shell
execution, source editing and browser tools. No model subagents were
used for this implementation.

## 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; the full
local run limitation is documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 19:58:53 -05:00
7b9334cd10 Draft: Build agent-ready design proposal system (#16875)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - People need consistent UI patterns to review and control that work.
> - The current board uses related layouts and controls with different
spacing, type, and behavior.
> - That drift makes it hard for a designer or an agent to build a new
page from a reliable reference.
> - Storybook can show the shared patterns and the states they need to
support.
> - This pull request adds design proposals, a local sandbox, and
reusable UI controls so people can compare the patterns in context.
> - The benefit is a clearer design system that agents can use to build
consistent UI.

## Linked Issues or Issue Description

**Subsystem affected**

`ui/` — React board UI and Storybook.

**Problem or motivation**

Board pages repeat visual and interaction decisions. Storybook did not
provide a complete reference for task views, conversation states,
typography, toolbars, tabs, and light/dark colors. People could not
compare a proposed pattern with the running board in one place.

**Proposed solution**

Add a staged Design Proposals catalog with foundations, components,
layouts, and page specimens. Add an opt-in sandbox. Reuse production
components where possible. Include synthetic conversation states and
shared controls so reviewers can compare and refine them.

**Alternatives considered**

Separate static mockups would not show keyboard behavior, responsive
layout, or real component states. Rebuilding each page only in Storybook
would allow the reference to drift from the board.

**Roadmap alignment**

This improves existing board UI and Skills Manager surfaces. It does not
add a new control-plane capability.

## What Changed

- Added dark and light color references, typography and conversation
specimens, and component stories for buttons, tabs, toolbars, sidebar,
popovers, activity, and task lists.
- Added a local design sandbox with synthetic task conversation playback
and representative states.
- Shared collection toolbars and navigation patterns across task, agent,
project, routine, skill, connector, and artifact pages.
- Added the streamlined Skills tabs and a My Skills collection that uses
the shared skill cards.
- Restored saved-thread access during synthetic playback, kept connector
searchbox semantics, and updated reproduction checks after moving trial
stories.
- Documented the proposed patterns and added focused UI, catalog, and
browser checks.

## Verification

- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `node
scripts/storybook-catalog.mjs --check` passed.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed after
merging master. After the review fixes, focused UI typecheck, `pnpm
build-storybook`, 23 Skills Sources tests, and all 15 Storybook
typography browser tests passed.
- Focused task-thread and system-notice suites passed: 251 tests.
Connector Browse passed 84 tests; the connector, attachment, recovery,
and Storybook flyout browser journeys passed locally.
- A local full Vitest run hit one intermittent chat-channels integration
failure; that test passed in isolation. GitHub CI
[39347996059](https://github.com/paperclipai/paperclip/actions/runs/39347996059)
passed on the exact latest commit: 55 successful checks and two skipped
draft-only Storybook jobs.
- Greptile reviewed the exact latest commit at 5/5 with no new comments
or open review threads. GitHub reports the branch as cleanly mergeable.

## Risks

- This PR changes 206 files and exceeds the repository's 100-file review
target. Review by commit and consider a scoped split before merge.
- Design Proposals are staged references. Fixture interactions do not
prove API behavior, permissions, or provider execution.
- UI changes to shared controls may affect pages outside the proposal
sandbox. Focused browser checks and the full CI matrix passed.

## Model Used

- OpenAI Codex, GPT-6 family. The exact runtime model ID and context
window are not exposed in this session. The model used reasoning, code
execution, browser inspection, and local tests. Earlier branch commits
were also AI-assisted in this Codex conversation.

## 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 available in this session)
- [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 where applicable
- [x] I have either linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
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 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: Scott Tong <scott@scotts-mbp-m5-max.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 17:45:26 -07:00
DottaandPaperclip 3e5a9f5afe perf(ui): load recent tasks with bounded summaries (#16851)
Replace passive recent-task detail reads with bounded, authorized summaries. Keep account isolation, stored history, task actions, and live recovery behavior.

Overlap access checks with shell settings and avoid duplicate session and health reads on the first healthy socket opening. Retain domain reconciliation.

Add focused coverage and local performance evidence. Isolate the existing cache capacity test from entry expiry on slow CI runners.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-19 12:13:28 -05:00
DottaandPaperclip d5b92cc41b perf(ui): reduce task startup initialization and redundant reads (#16862)
## Thinking Path

> - Paperclip users open tasks to read saved work and reply.
> - Faster startup must preserve message positions and composer state.
> - Chrome CPU samples showed unused shared schemas and catalog indexes
being initialized before task content.
> - The shared package exports definitions and module-local data, with
no required import-time registrations.
> - Let the browser bundler discard unused shared modules.
> - Readiness marks also exposed a duplicate plan read even though full
task detail contains that plan.
> - Keep both improvements measurable through CPU profiles, gate
transitions and real browser acceptance.

## Linked Issues or Issue Description

Follow-up to #16849. Related layout work: #14758. Searches found no
overlapping plan-cache PR.

**What existing behavior does this improve?**

Task startup evaluates unused schemas and catalog indexes reached
through the shared package barrel. The task also waits for a second
plan-document request after full task detail arrives, even when that
response already includes the plan or an explicit absent-plan value.
Profiling showed that removing the request alone gave a small and
variable total gain; unused initialization was the larger cold-load
opportunity.

**Subsystem affected**

Board task loading, shared-package bundling metadata, plan-query
caching, and local issue-detail profiling.

**Proposed behavior**

Discard unused shared modules during browser bundling. Fill an unused
plan query when a full task response arrives. List-only snapshots keep
their normal plan fetch. Keep the existing coordinated reveal.

## What Changed

- Declare the shared package side-effect free so the bundler can drop
unused module initialization. Used schemas and catalog data still
initialize normally.
- Seed an absent plan query at the successful full-task HTTP response
boundary. Use a 30-second plan-query freshness window. List cache merges
do not update this plan cache, and a later detail response never
overwrites an existing plan query.
- Preserve document-scope invalidation for plan creation, edits and
deletion.
- Add opt-in Chrome CPU profiles and readiness transitions to the
existing performance harness. Diagnostic runs use one sample per
scenario/profile and are labelled separately from latency benchmarks.
- Record only fixed gate names and readiness booleans in local browser
marks. Reset the gate effects on task changes so fully cached navigation
is profiled too.

## Verification

- Production UI build, UI typecheck and token design gates passed.
- 258 focused unit tests passed. The final freshness follow-up passed 14
tests, including query eviction followed by a list refresh, preserving a
separately fetched newer plan, missing projection, task isolation, and
document-event refresh/deletion.
- Two focused reuse tests fail with the original HTTP cache function and
pass with the fix. The original production browser case makes redundant
plan reads and fails.
- All 13 final browser cases passed serially: eight layout scenarios,
four plan-present/absent and direct/list startup cases, and a
cached-task switch that records every gate. The cached-switch case
failed before the identity dependencies were added.
- One earlier concurrent browser run failed a properties-resize
reading-anchor assertion. Two isolated repeats and the final serial
suite passed. This outlier is retained in the local logs; it was not
treated as a reason to change the unchanged scroll owner speculatively.
- Actual CPU samples and readiness artifacts were captured on a
disposable local production preview. This is browser timing data, not
exported telemetry.
- Audited 247 non-test shared modules for required import-time
registration. The four top-level loops construct exported local catalog
data. No required registration or side-effect-only shared imports were
found.
- A compiled browser-library contract accepted valid task input,
rejected an empty title, retained all seven agent statuses, and retained
GitHub metadata plus 1,576 catalog entries. All 13 browser scenarios
passed against the initialization candidate too.
- Plan reuse alone did not establish a reliable total gain: a final
local run was 4,356 ms cold and 1,116 ms warm on Fast 4G/4x CPU.
- The next five-sample run with unused shared initialization removed
measured **3,298 ms cold (24% faster)** and 1,079 ms warm. Median issue
API server time was 35 versus 39 ms. First contentful paint fell from
2,808 to 1,648 ms. JavaScript before content fell from 1,722 to 1,670
KiB; CPU initialization mattered more than byte size.
- Final alternating comparison: five samples per variant for both cold
and warm navigation, same persisted task and Fast 4G/4x CPU settings,
fresh browser per sample, order alternated between variants. **Cold
content paint: 4,588 → 3,688 ms (20% faster). Warm: 996 → 1,030 ms (+35
ms).** No CPU profiler was active. The final initialization commit is
the only source difference between these two builds.
- These local measurements do not establish deployed staging latency or
a speedup across every profile. Unthrottled timings varied with API
latency.
- Actual UI walkthrough on the final bundle: read the saved plan and
conversation, submit one unassigned reply, refresh, navigate to Projects
and Back, and inspect the new-task dialog. The reply persisted exactly
once, confirmed independently through the comments API. No paid agent
was woken.
- Final head `a7043c474d`: Greptile 5/5, all review threads resolved,
and all 56 checks passed, including full typecheck, build, unit and E2E
suites.


## Risks

Bundlers can discard unreferenced shared modules. Future required
registrations or global initialization must be declared in the package
side-effects metadata. Current module-local catalog construction remains
when its exports are used.

Merged list snapshots can retain old plan fields while receiving a new
task-cache timestamp. This change seeds only from a new full HTTP
response, rather than inferring plan freshness from those merged
snapshots. Existing plan-query state is never overwritten. List-only,
stale, invalidated, or incomplete data still uses the normal plan read.
Existing document invalidations refresh the query. No API, database,
permission or reveal-policy changes.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository tools, code execution
and browser verification. A more precise runtime model identifier and
context-window size are unavailable.

## 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>
2026-10-19 12:03:53 -05:00
DottaandPaperclip 896f3c7f3b Add personal Muse operator setup and composer controls (#16450)
Add Muse invitation, connection readiness and scoped operator controls.

Keep connection state tied to the current company, person, agent and binding. Surface failed reads and invalidate stale cleanup observations; require current authority and exact readback. Preserve Dot/Grok setup, source-trust limits and existing design tokens.

Carry actual merged backend e6dcc6b095 through a normal forward merge. Preserve its project-write authority fix, existing migration bytes and upstream idle-serving behavior; no new UI behavior is authored by this source carry. Current-head CI and substantive review remain merge gates; final canonical and deployed-provider qualification remain separate.

Refs #16450.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-17 23:01:42 -05:00
DottaandPaperclip ebeac833a6 perf(runs): bound history and reduce repeated context reads (#16286)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**What did you expect to happen?**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, shell
tools and local code execution. The runtime does not expose a more
specific backend model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 10:14:41 -05:00
DottaandPaperclip be380ba155 fix(ui): hide agent-created tasks by default (#16157)
Hide agent-created, system-created, and chat-channel tasks from independent collections by default. Preserve task hierarchy context and existing inbox participation. Add a saved opt-in checkbox without helper text.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 09:26:37 -05:00
DottaandPaperclip dabb8c5daf test: remove repeated setup and strengthen regression proof (#16022)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

**What existing behavior does this improve?**

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

**Subsystem affected**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

## What Changed

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

## Verification

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

Reviewers can reproduce the required workspace checks:

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 22:23:11 +00:00
DottaandPaperclip 762d680daf feat(ui): upload files directly in task artifacts (#15964)
## Thinking Path

> - Paperclip helps people manage agent work and retain its context.
> - Task documents and attachments keep that context with the task.
> - The Artifacts panel showed output but could not accept a new file.
> - Uploading through a message can require resuming a paused task.
> - Existing document and attachment APIs can save files directly.
> - This PR adds direct uploads and a drop target to the task panel.
> - People can add context while keeping work paused and unassigned.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The task Artifacts panel and its existing document and attachment APIs.

**Subsystem affected**
ui/ — React board UI. No server, schema, or API changes.

**Current behavior**
The Artifacts panel cannot upload a file. It also excludes files
uploaded by people. The message composer can require a task to resume
before it submits attachments.

**Proposed behavior**
Use the upload icon or drop files anywhere in the open Artifacts panel.
The target includes the header, padding, and existing cards. Files save
directly to the task without a message or a pause change.

**Reason and benefit**
People can prepare a handoff on a paused, unassigned task without
starting agent work. Markdown becomes a task document. Other supported
files use attachment storage.

**Breaking changes**
Files from people now appear in Artifacts alongside agent output.
Promoted attachments still appear once. A repeated Markdown filename
creates a separate document instead of replacing an existing revision.
Existing APIs and limits stay the same.

**Additional context**
Related upload API work: Refs #7472 and Refs #7248. This PR adds the
missing task-panel entry point. ROADMAP.md lists Artifacts and Work
Products as available; this is a scoped UI improvement.

## What Changed

- Add an upload icon with no visible label or background.
- Accept file drops across the full task panel, including the desktop
portal header and mobile tabs.
- Show per-file progress and inline Retry and Dismiss actions.
- Import Markdown under a new document key and retain existing
revisions.
- Include files from people in Artifacts and dedupe promoted
attachments.
- Add component and task-journey stories for empty, populated, loading,
error, mobile, and drag-over states.
- Add real browser tests for persistence, pause preservation, duplicate
document names, full-panel drops, and partial failure recovery.

## Verification

- Five Playwright tests passed against an isolated instance started by
the source `test-drive` command. The document API, attachment storage,
pause holds, downloads, and task UI were real. Only the explicit upload
failure was injected.
- The browser tests verified desktop and mobile uploads, document
reading, persistence after reload, no task comments or runs, header
drops, preservation of original and hidden internal documents, reserved
filename handling, and upload retry.
- 163 focused UI tests passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `pnpm check:token-gates` passed.
- The full Vitest suite is running after repair of an exhausted local
PostgreSQL shared-memory pool. The initial run failed to initialize
PostgreSQL. Six unattached segments had no living creator or last-user
process; removing them restored free slots.
- CI and the current-head Greptile review are pending.

## Risks

- Artifacts now includes user files, so existing tasks can show more
cards.
- Uploads retain the server's authorization, file-type, size, and
revision checks. No migration is needed.
- Binary attachment uploads use the existing API. A transport failure
with an unknown save outcome can retain the existing API's retry
ambiguity.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime snapshot ID and
context-window size were not exposed to this session. The model used
repository inspection, code editing, shell tools, and browser
automation.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-10-12 08:11:31 -05:00
DottaandPaperclip a7dd5284b5 feat: add company fast-response acknowledgements (#15748)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 13:09:17 -05:00
DottaandPaperclip 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
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 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
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
Devin FoleyandPaperclip 228f0e2807 fix(ui): make pull request review waits visible (#15375)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 16:03:13 -07:00
DottaandPaperclip 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
Devin FoleyandPaperclip 858094ba81 Fix browser polling for unsaved agent chats (#15298)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat uses the shared task surface and browser panel.
> - An unsaved chat has a temporary ID instead of a stored task UUID.
> - The browser poll sent that ID to a PostgreSQL UUID query and
returned a server error.
> - This pull request waits for a saved task and validates task IDs
before the query.
> - Saved chats keep their browser tools and access checks.

## Linked Issues or Issue Description

Refs #14331. That report describes the same draft-ID problem in email
requests. This change covers the browser routes; it does not change
email behavior.

Opening an unsaved Agent Chat sends `chat:<agent-id>` to
`/issues/:issueId/browsers` every three seconds. PostgreSQL rejects this
as a task UUID. The draft is only a UI view model. The first send or
upload creates its stored task.

## What Changed

- Disable browser polling for unsaved chat IDs. Resume polling when the
chat has a task UUID.
- Return the existing task-not-found response for malformed task IDs
before database access. Keep board authentication first and company and
credential checks unchanged.
- Test all six task browser routes, draft-to-saved polling, normal
tasks, saved chats, and denied access. Keep canonical UUID v4, v7, and
nil values queryable.
- Document the draft and saved-chat browser contract.

## Verification

- `pnpm install --frozen-lockfile` passed with pnpm 9.15.4 and Node
24.21.0.
- `pnpm exec vitest run
server/src/__tests__/browser-use-route-scope.test.ts
server/src/__tests__/browser-use-connection.test.ts` passed all 35
tests.
- `pnpm exec vitest run ui/src/hooks/useTaskBrowsers.test.ts` passed all
5 tests.
- Independent review passed 14 hook and route tests plus both real task
and saved-chat authorization cases.
- `pnpm check:token-gates` and `git diff --check` passed.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed.
- Full Linux CI passed on `dafff44a32`: 53 successful checks and two
intentional Storybook skips. This includes all general and serialized
test groups, UI and browser tests, typecheck, build, and the canary dry
run. No CI retries were needed.
- The full local `TMPDIR=/private/tmp pnpm test:run` started but did not
complete. It was stopped after full Linux CI passed. Before the stop,
three company-skills cache cases failed on macOS. A focused rerun
reproduced all three as `EACCES` while renaming immutable cache staging
directories. The test, company-skills service, and runtime cache files
are byte-identical to the baseline previously reproduced on `e99854249c`
for #15291. Other local groups were not reached; the full Linux CI run
provides aggregate coverage.
- Greptile scored the exact head `dafff44a32` 5/5 with no findings or
unresolved review threads.

## Risks

- Malformed task IDs now return 404 instead of reaching PostgreSQL and
returning 500. The route does not map draft IDs to agents or tasks.
- No schema, browser provider, task creation, or authorization policy
changes.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository editing, code
execution, and independent agent review. 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 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; full local
run 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 19:41:52 -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
1c07b5903b feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

- Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code
with tool use (shell, file edit, test runs). Extended thinking was
enabled.

## Checklist

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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 02:13:46 -07:00
DottaandPaperclip 569c7203aa fix(ui): use latest issue runtime callbacks (#14863)
## Thinking Path

> - Paperclip lets people manage AI agents and their work.
> - The issue page uses an external-store adapter for comments.
> - The adapter must keep one identity during an unrelated render.
> - The adapter must also call the newest send and cancel functions.
> - Passive effects update those functions too late for a synchronous
runtime call.
> - This pull request updates the function refs during render and adds a
regression test.
> - The benefit is a stable comment thread with no stale comment action.

## Linked Issues or Issue Description

Refs #3678

**What happened?**

The issue comment runtime can call the prior send function after a
render. The callback refs do not update until passive effects run.

**Expected behavior**

The stable runtime adapter must call the newest function as soon as the
render supplies it.

**Steps to reproduce**

1. Render the issue runtime with one send function.
2. Render it again with a new send function and the same thread data.
3. Call the stable adapter before passive effects run.
4. Observe that the prior send function runs.

**Paperclip version or commit**

`6395cae072`

**Deployment mode**

Local development from source.

**Agent adapter(s) involved**

This is a core UI bug. It is not adapter-specific.

## What Changed

- Update the latest send and cancel refs during render.
- Keep the external-store adapter stable across callback-only renders.
- Add a test for a runtime callback before passive effects run.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/hooks/usePaperclipIssueRuntime.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`

## Risks

- Low risk. The change only updates two refs earlier in the same render.
- The adapter identity and its data dependencies do not change.

> This bug fix does not add or overlap with a roadmap feature.

## Model Used

- OpenAI Codex with GPT-5. The exact deployed model ID and context
window are not exposed. Reasoning, tool use, and local code execution
were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 06:52:49 -05:00
DottaandPaperclip 6c1a75da49 feat(connections): make AgentMail a default connection with inline setup (#14772)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

## What Changed

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

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

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

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 10:01:15 -05:00
d6fa1fd1ef feat(ui): streamline account menu profile access and add Invite shortcut (#14480)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Humans work in teams, so Paperclip has a multi-user system with
logins, profiles, and a company sidebar.
> - The account menu in the lower-left corner of the sidebar is the main
entry point for a user's own settings.
> - The account menu spent half of its rows on "View profile" and "Edit
profile". Users open these rows rarely.
> - The account menu had no fast path to invite a new member. The invite
flow is different on a self-hosted instance and on Paperclip Cloud.
> - This pull request removes the two profile rows, makes the header a
link to the profile, adds an "Edit profile" button on the profile page,
and adds an "Invite" row.
> - The benefit is a shorter account menu that keeps profile access and
gives users with the invite permission a one-click path to invite
people.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The description below
follows the enhancement template.

Refs #14060. That earlier pull request holds the first two commits and
the first Greptile review. It closed when the branch got a new name to
remove an internal ticket id. All Greptile findings from both reviews
are fixed in this branch.

**What existing behavior does this improve?**

The account menu in the sidebar (`SidebarAccountMenu` and its
`.production` variant) and the user profile page at `/u/:userSlug`.

**Subsystem affected**

ui/ — React + Vite board UI

**Current behavior**

The account menu shows the user's picture and name at the top. Below
them, the menu shows "View profile" and "Edit profile" rows, then the
other rows. The header is not a link. The menu has no row to invite
people. On a self-hosted instance, the user must open Company settings,
then Members, then the Invites tab. On Paperclip Cloud, the user must
open the Members page and use the Cloud People link there.

**Proposed behavior**

The account menu does not show "View profile" or "Edit profile". The
picture and name at the top of the menu are a link to the user's own
profile page. The profile page shows an "Edit profile" button when the
viewer looks at their own profile. The account menu shows an "Invite"
row with the same `UserPlus` icon as the company menu. On a self-hosted
instance, the row opens the Members page on the Invites tab, and shows
only to boards that hold the `users:invite` grant (company owners and
admins, instance admins, and local boards). On Paperclip Cloud, the row
opens the People settings for the current stack, and shows only to the
owner or admin of the stack, the same rule the Members page uses.

**Reason and benefit**

Users open their profile rarely, but the two rows took half of the menu.
Inviting people is a common task, but it needed three clicks and a
different path on Cloud. The new menu is shorter, keeps profile access
in one tap on the header, and gives one "Invite" entry point on both
hosting modes to the users who can invite.

**Breaking changes**

None. Routes, API responses, and settings keys do not change. The
profile page and the invite pages keep their current URLs.

## What Changed

- `SidebarAccountMenu.tsx` and `SidebarAccountMenu.production.tsx`:
remove the "View profile" and "Edit profile" rows. Make the picture and
name header a link to the user's profile. Add the "Invite" row after
"Settings" in the streamlined menu and first in the production menu.
- Header structure: `master` added a staging commit SHA link under the
email in the same header. The profile link is now a stretched overlay
behind the header content, so the SHA anchor sits beside the email and
the header has no nested anchors.
- `ui/src/lib/userProfileLinks.ts` (new): build the profile path from
the user id first. The profile endpoint treats the id as the one unique
slug, so two members with the same display name get different links.
Name and email are a fallback only when the session has no id.
- `ui/src/hooks/useCloudInviteUrl.ts` (new): read the Cloud stack
portfolio and return the People settings URL only when the current stack
role is owner or admin. This is the same rule as the Members page.
- `ui/src/hooks/useCompanyInviteAccess.ts` (new): read the current board
access snapshot and report whether the board may invite people to the
selected company on a self-hosted instance. Local boards and instance
admins pass. Other boards need an active owner or admin membership, the
roles that carry `users:invite`. This follows the same client-side gate
pattern as `ToolsAdminGate` and the run ledger. The server stays
authoritative.
- Invite row visibility: the row is hidden when the operator hides
`company.members` or `company.invites`, and until the health check
resolves. On self-hosted instances, the row is hidden until the board
access snapshot loads and when the board cannot invite. On Cloud, the
row is hidden when no People URL can be built. The in-app Invites tab is
never a fallback on Cloud, because it drives a different flow.
- `ui/src/pages/UserProfile.tsx`: add an "Edit profile" button that
links to `/company/settings/instance/profile`. The button shows only on
the viewer's own profile and follows the `instance.profile`
hidden-settings gate.
- Tests: extend `SidebarAccountMenu.test.tsx`; add
`userProfileLinks.test.ts`, `UserProfile.test.tsx`, and
`useCompanyInviteAccess.test.ts`.
- No documentation references the removed menu rows, so no docs change
is needed.

## Verification

Run the focused tests from the `ui/` directory:

```bash
pnpm vitest run src/components/SidebarAccountMenu.test.tsx src/hooks/useCompanyInviteAccess.test.ts src/lib/userProfileLinks.test.ts src/pages/UserProfile.test.tsx
```

- 52 tests pass in these four files. They cover the header link by user
id, the removed rows, the header overlay with no nested anchors, the
self-hosted invite target, the self-hosted permission gate (owner,
admin, instance admin, and local board see the row; an operator does
not, on both menu variants), the Cloud invite target with no
`target="_blank"`, the menu order, the hidden-settings gate on both
variants, the Cloud role gate (a plain member sees no row), the
no-fallback rule when Cloud stack metadata is missing, the staging
commit SHA link from `master`, and the own-profile-only "Edit profile"
button.
- `tsc -b` in `ui/` reports no errors in the changed files. The only
errors are pre-existing `@paperclipai/plugin-sdk/ui` resolution errors
in `PluginOrganizationSwitcher.tsx` from an unbuilt workspace package.

Manual steps:

1. Sign in and open the account menu in the lower-left corner. Confirm
the menu has no "View profile" or "Edit profile" rows.
2. Click your picture or name at the top of the menu. Confirm your
profile page opens and shows an "Edit profile" button.
3. Open another user's profile. Confirm the page shows no "Edit profile"
button.
4. On a self-hosted instance, as a company owner or admin, click
"Invite". Confirm the Members page opens on the Invites tab. As an
operator or viewer, confirm the menu shows no "Invite" row.
5. On Paperclip Cloud, as a stack owner or admin, click "Invite".
Confirm the Cloud People settings page opens in the same tab. As a plain
member, confirm the menu shows no "Invite" row.

## Risks

- Low risk. The change is limited to the UI and touches ten files.
- Users who know the "View profile" and "Edit profile" rows must learn
the new header link. The header has hover and focus styles to show that
it is a link.
- On self-hosted instances, the "Invite" row depends on the board access
snapshot from `/cli-auth/me`, which other gates in the UI already use. A
member with a custom `users:invite` grant but an operator or viewer role
does not see the row. That member can still use the Members page. The
row is a shortcut, not the only path.
- On Paperclip Cloud, the "Invite" row depends on the stack portfolio
query. When that query fails or the role is unknown, the menu hides the
row instead of sending the user to the wrong flow.
- Both menu variants change together, so a behavior difference between
them is not expected.

## Model Used

- Provider: Anthropic. Model: Claude Fable 5.1 (`claude-fable-5-1`).
- Run through Claude Code on the Claude Agent SDK inside a Paperclip
`claude_local` agent, with extended thinking and tool use (file edits,
shell, tests, GitHub API).
- The model wrote the code, the tests, and this description. A human
reviewed the pull request and requested the review fixes.

## 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: Bender (Fable) <bender@paperclip.local>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
2026-09-30 16:18:59 -07:00
DottaandPaperclip 1b48e73e0b feat(ui): add secondary navigation for agent chat (#14706)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat already provides a persistent conversation with each
agent.
> - Its shortcuts share the primary navigation and do not give chats a
dedicated place.
> - People need to find agents, start a chat, and switch conversations
without moving the page layout.
> - This pull request adds a secondary chat sidebar and a landing page
around the existing chat surface.
> - The same conversation, composer, history, and context panel remain
in use.

## Linked Issues or Issue Description

Refs #13283 and #13420. This extends the existing experimental Agent
Chat navigation after review of the component and page stories. It
supports the CEO Chat roadmap item through the existing task-backed
conversation model.

**Subsystem affected**

The board UI and the company-scoped conversation list API.

**Current behavior**

Chat shortcuts sit inside the primary navigation. There is no dedicated
landing page with a searchable conversation list. A separate landing
header also moves the sidebar when an agent is selected.

**Proposed behavior**

Show a Chat entry in primary navigation. Keep a searchable agent sidebar
beside the chat content. The plus button starts or reopens the current
user's single conversation with that agent. Keep the header and sidebar
in the same positions before and after selection.

**Reason and benefit**

People can find agents and return to persistent conversations without
leaving the chat area or creating duplicate chats.

**Breaking changes**

The experimental chat navigation changes. Explicitly adding a chat now
resolves its conversation immediately. Direct visits to unused agent
chat URLs remain read-only. The existing per-agent routes and message
contracts remain compatible. No database migration is required.

## What Changed

- Add an account- and company-scoped conversation list endpoint with the
existing access checks, feature gate, and OpenAPI entry.
- Add the live secondary sidebar, landing page, avatars, search, loading
states, errors, and retry controls.
- Make the agent picker wait for chat creation and display failures.
Existing agents reopen the same conversation. A dismissed selection
cannot close a reopened picker or navigate over a newer choice.
- Preserve recent-activity ordering and terminated agents’ chat history.
Scope live list refreshes to the current user’s conversation events. A
failed historical-agent lookup leaves healthy chats usable and offers a
focused retry.
- Keep the sidebar and header stable across chat routes. Keep mobile
selection in the navigation drawer.
- Use the production components in Storybook. Prepare the theme and
mobile viewport before mounting the page to avoid the startup flash.
- Update product documentation, the design guide, and navigation tests.
Replace old browser expectations for stars and recent shortcuts with
persistent conversation and layout coverage.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
after rebasing onto master.
- Focused UI tests pass, including 105 sidebar, picker, and live-update
checks after review fixes. The 33 conversation service and route tests
and 10 OpenAPI checks pass, including ownership, feature gating, and
concurrent creation.
- The full local test run passed 14,163 server tests before three
environment or timeout failures. The embedded Postgres startup,
connector socket, and native runner failures all passed direct reruns.
- Browser test-drive verification covers a real provider reply, add and
reopen, persisted history after reload, no-match search recovery, mobile
drawer dismissal, and top-aligned context panels.
- Browser measurements confirm that the sidebar has the same position
and dimensions on the landing page and an agent conversation.
- Storybook builds and its add-and-reopen interaction passes.
- The revised browser regression passes locally against a freshly built
throwaway instance. It covers stable sidebar geometry, add/reopen
uniqueness, drafts, search, history, and terminated-agent history after
reload. The full CI browser suite also passes.
- Latest commit `b323577d9523180104df4000eaceedea2772608c`: all 54
completed checks pass, including the complete server/workspace/browser
suites, aggregate verification, build/typecheck, security scans, and
canary packaging. The two Storybook jobs are skipped by their workflow
conditions. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/36714052050).
- Greptile reviewed this same commit at 5/5 with no remaining actionable
findings; all review threads are resolved.
- Reviewer path: enable Agent Chat, click Chat, use plus to choose an
agent, send a message, switch away, and reopen that agent. One
conversation must remain, with its history intact.

## Risks

- The new sidebar lists persistent conversations instead of starred and
recent shortcuts.
- Chat creation is asynchronous. Errors stay visible in the picker, and
delayed responses cannot navigate into a previous company or account.
- The shell adjustment is limited to chat routes and preserves the
existing conversation implementation.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The session does not expose the exact API 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
#123` / `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 `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:35:32 -05:00
DottaandPaperclip d72389bee2 feat: add Browser Use Cloud connector and live task browsers (#14627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps gateway gives agents governed access to external tools.
> - Browser Use Cloud can run browser work, but a tool result alone does
not let a person watch or take over.
> - A task needs a durable browser session, a visible viewer, and
recorded costs.
> - This pull request adds a Browser Use Cloud v4 connection and
interactive browser tabs on tasks.
> - People can follow the work, interact with the page, and retain the
browser after the agent finishes.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need governed access to Browser Use Cloud. People need to see and
interact with the same browser from the task. A browser must remain
available after a run finishes and appear at the correct point in the
task feed.

**Proposed solution**

Add a native REST connection for the v4 API. Bind each session to its
company, task, agent, and credential grant. Open its interactive viewer
in the task side panel. Record provider costs as financial events. Use
`browser-use-cloud` as the app and connector key. Keep its skill with
the connector and deliver it only with authorized connection tools.

**Alternatives considered**

A v3 MCP connection would expose tools without the v4 lifecycle
integration. An external viewer link would leave the task. A fixed
viewer size would prevent pages from responding to changes in the task
pane.

**Roadmap alignment**

This extends the governed Apps gateway and Connected Apps roadmap. It
uses the existing task, grant, secret, approval, and financial records.
The work was requested by the maintainer. A search found no duplicate
Browser Use connector PR or issue.

## What Changed

- Add the Browser Use Cloud app, brand asset, API-key connection, and
profile settings under the `browser-use-cloud` key.
- Bundle the `browser-use-cloud` skill with the connector. Keep it out
of global `skills/` discovery. Deliver it only with authorized task/run
connection tools. Remove retired connector skill keys from runtime
overlays and preserve unrelated browser skills.
- Expose seven v4 tools through the governed gateway and deliver them to
native and CLI agents.
- Persist sessions, browsers, runs, event and recovery cursors, shutdown
leases, and cumulative cost accounting. Recover uncertain paid starts
without replaying them.
- Enforce task ownership, credential grants, approvals, revoked access,
and budget limits.
- Add interactive task browser tabs and compact chronological feed
entries. Retain the viewer across tab switches and keep visible idle
browsers open.
- Add debounced automatic viewport fitting, standard size presets, and a
viewer ownership lease.
- Add lifecycle, authorization, accounting, viewport, UI, and Storybook
coverage.
- Add an idempotent database migration after the current master
migration. Preserve deployed migration hashes. Migrate pre-release Cloud
connection and financial keys without replacing grants, credentials, or
browser history.
- Document provider behavior, live acceptance results, and the lack of
documented passkey forwarding.

## Verification

- Full workspace typecheck and production build pass on the updated
branch.
- Token gates, brand asset validation, module boundaries, and migration
ordering pass.
- Cloud tests verify global skill exclusion, authorized task/run
delivery, unassigned agents, disabled connections, revocation, adapter
isolation, and secret exclusion. The existing AgentMail connector
assignment test also passes.
- Migration replay runs twice against existing browser work and
financial records. It preserves the records and avoids duplicate costs.
- The focused provider, app catalog, OpenAPI, connection gateway, and
migration regression suites pass. Recovery coverage includes lost
replies, process crashes, provider rejection, and browser arrival
acknowledgement.
- All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`,
including the full test matrix, browser E2E shards, build, typecheck,
security, and release canary. Two optional Storybook jobs are skipped.
- Greptile is 5/5 on the same commit, with zero unresolved review
threads. The corrected review uses the actual master-to-head diff.
- The local `pnpm test:run` started and was stopped after the full CI
matrix passed. It did not complete locally; the full-suite result above
comes from CI.
- Earlier live acceptance used an isolated company with a capped
provider credential. The agent opened paperclip.ing, the embedded viewer
accepted navigation, and the same browser stayed available after
completion and tab switches.
- The local Storybook build passes. Stories cover the panel, footer,
feed entries, settings, lifecycle failures, and viewport modes with an
offline viewer fixture.

## Risks

- Browser Use charges for hosted work. Provider caps and local budget
checks reduce exposure; reported costs can arrive after work completes.
- Viewer and CDP URLs grant access to the browser. The server validates
and restricts them. They are excluded from agent results and durable
event data.
- Runtime resizing of v4 agent browsers uses a provider option confirmed
by live testing but absent from its published agent schema. Resizing
during a click may invalidate coordinates. Fixed presets remain
available.
- Viewport ownership is process-local and resets on restart. The
lifecycle and accounting records remain in the database.
- The original intermittent embedded-viewer stall has not been fully
diagnosed. A bounded reconnect and active-session recovery cover the
observed failure paths.
- Live tests did not cover every revocation, approval, rate-limit, or
restart case. Deterministic integration tests cover those paths. Passkey
forwarding is not claimed.
- Unknown create outcomes keep the credential available for cleanup.
Run-list absence cannot prove a paid POST was rejected, so recovery
stays pending until it can identify provider work.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository search, code execution,
browser interaction, and test tools. The exact serving model ID and
context-window size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:13:16 -05:00
Devin Foley f38b5693f6 fix: always enable keyboard shortcuts (#14643)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI has keyboard shortcuts for the inbox, task lists, cases,
and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and
`]`
> - Shortcut enablement was an instance-wide General setting until
#14141 moved it to a per-user preference that defaults to off
> - The move did not carry the old instance value over, so every
existing user lost shortcuts on upgrade and had to find a new toggle
under Profile settings
> - A toggle that only turns off a standard, input-safe feature costs a
setting, a database column, two API routes, and a React context for
little benefit
> - This pull request removes both the instance setting and the personal
preference and enables keyboard shortcuts for every signed-in user
> - The benefit is one less thing to configure, no silent loss of
shortcuts on upgrade, and less code to maintain

## Linked Issues or Issue Description

Refs #14141 (the change that introduced the personal preference).

**What existing behavior does this improve?**

Keyboard shortcuts in the web UI stay off unless each user turns them on
in Profile settings.

**Subsystem affected**

Web UI shortcuts, Profile settings, instance general settings, the
`/api/auth/preferences` routes, and the `user` table.

**Current behavior**

Shortcuts default to off per user. #14141 moved the toggle from Instance
settings → General to Profile settings and did not carry the old
instance value over. Users who had shortcuts on lost them after the
upgrade and had to find the new toggle.

**Proposed behavior**

Keyboard shortcuts are always enabled for every signed-in user. There is
no instance setting and no personal preference. Shortcuts already ignore
key presses inside text inputs and modal dialogs, so an opt-out is not
needed.

**Reason and benefit**

Fewer settings, no silent loss of shortcuts on upgrade, and removal of a
database column, two API routes, a query hook, and a React context that
existed only to gate this feature.

**Breaking changes**

`GET` and `PATCH /api/auth/preferences` are removed. `PATCH
/api/instance/settings/general` no longer accepts `keyboardShortcuts`;
that schema is strict, so the key now returns 400.
`instance.general.keyboardShortcuts` is no longer a valid
`PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a
warning.

## What Changed

- Removed the Keyboard shortcuts section from Profile settings, the
`useUserPreferences` hook, `queryKeys.auth.preferences`, and
`authApi.getPreferences` / `authApi.updatePreferences`.
- Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list,
legacy task list, cases, and task detail pages no longer gate their key
handlers.
- Removed the `enabled` option from `useKeyboardShortcuts`. The app
shell always registers the global shortcuts.
- Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI
entries, and the `currentUserPreferencesSchema` /
`updateCurrentUserPreferencesSchema` validators.
- Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the
general settings zod schema, the settings service defaults, and
`HIDEABLE_GENERAL_SECTIONS`.
- Added migration `0289_drop_user_keyboard_shortcuts`, which drops
`user.keyboard_shortcuts`.
- Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and
`docs/deploy/environment-variables.md`.
- Parsed the stored general settings row with
`instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a
retired key left in the row cannot reset the sharing preference to
`prompt` and overwrite the stored choice.
- Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open
modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before.
- Updated the affected tests and added a Profile settings test that
asserts the toggle is gone, a hook test for the modal dialog guard, and
a feedback service regression test for the retired-key case.

## Verification

- Typecheck passes for `@paperclipai/shared`, `@paperclipai/db`
(including the migration numbering and safety checks),
`@paperclipai/server`, and `ui`.
- `pnpm exec vitest run
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/auth-routes.test.ts
server/src/__tests__/sentry.test.ts` → 119 passed.
- `pnpm exec vitest run ui/src/components/Layout.test.tsx
ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx
ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx
ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx
ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed.
- `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts`
→ 16 passed.
- `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7
passed.
- `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts`
(embedded Postgres) → the new retired-key test passes with the fix and
fails without it.
- Manual: sign in with no settings changed, open the inbox, press `j`
and `k` to move the selection, press `?` to open the cheatsheet. Open
Settings → Profile and confirm there is no Keyboard shortcuts section.

## Risks

- The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the
column has no readers after this change. If you roll back to a build
from before this PR after the migration has run, re-add the column
first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean
DEFAULT false NOT NULL;`. The older build's ORM selects that column when
it loads users.
- Any external client that still sends `keyboardShortcuts` to `PATCH
/api/instance/settings/general` receives a 400. No in-repo client does.
- Stored `instance_settings.general.keyboardShortcuts` values are
stripped on read and ignored.
- Users who never turned the toggle on now get shortcuts. The handlers
skip text inputs, contenteditable regions, and modal dialogs, so typing
is unaffected.

## Model Used

Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended
thinking and tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-29 21:28:06 -07:00
DottaandPaperclip 270afd2fb8 feat(ui): show running commit in staging account menu (#14410)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The account menu shows the signed-in user's identity.
> - Staging users need to know which server commit is running after a
deploy.
> - The health endpoint already returns that commit, but the menu does
not show it.
> - This pull request adds the short commit below the email on staging
hosts.
> - Users can open the menu to check a deploy without opening deployment
tools.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The account menu on staging instances.

**Current behavior**

The menu shows the user's name and email. It does not show the running
server commit.

**Proposed behavior**

On `*.staging.paperclip.app`, show `SHA 8751e2d` below the email. Use
the current `/api/health` commit. Show the full SHA on hover and link to
the commit on GitHub. Refresh the health query when the menu opens. Hide
the label on other hosts and when commit metadata is unavailable.

**Reason and benefit**

A user can confirm which commit a staging instance runs after an
automatic deploy.

**Breaking changes**

None. The server already returns the commit field.

Refs #14060 for related account-menu work. This change adds deployment
information only.

## What Changed

- Add the existing health response commit field to the UI type.
- Share the staging host check and a separate health query across both
account-menu variants. A menu refresh failure leaves the access gate
health state unchanged.
- Show a short SHA below the email. Link to the full commit on GitHub
and include the full SHA in its accessible name and hover title.
- Document the staging label and cover staging hosts, other hosts,
missing metadata, refresh on reopen, and request failure isolation.

## Verification

- `pnpm exec vitest run ui/src/components/SidebarAccountMenu.test.tsx` —
24 tests passed.
- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed. The UI build and typecheck also passed again
after review fixes.
- Full test matrix — passed on the latest commit in
[CI](https://github.com/paperclipai/paperclip/actions/runs/36447810742).
The local `pnpm test:run` was stopped before completion after CI
finished the same suites. The focused local tests, full local typecheck,
and full local build passed.
- Browser shard 6 passed on one rerun. Its first attempt lost part of
the draft text in the existing attachment-receipt reload test. No code
changed for the rerun.
- Rendered the real account menu in a local browser fixture with a
staging hostname condition and mocked health response. Confirmed the SHA
fits below the email in the dark menu.
- Greptile review — 5/5, all review threads resolved.
- Manual check after deployment: open the menu on a staging host and
compare the SHA with `/api/health`. Open the menu again after a deploy
to refresh it. Confirm the label is absent on production and localhost.

## Risks

- Low risk. Each menu opening on staging can make one additional health
request.
- The host check applies to `*.staging.paperclip.app`. Other staging
domains will need an explicit update.
- The label identifies the running server commit. It can briefly show
cached data while the request completes.

## Model Used

OpenAI Codex, GPT-6. The exact model variant and context window are not
exposed in this session. Used code execution, repository inspection, and
browser 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
#123` / `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 `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-28 13:43:30 -05:00
DottaandPaperclip 890d11137f fix(ui): register artifact tabs without opening the panel (#14193)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks keep agent outputs in the Artifacts tab.
> - An output can arrive while the user writes a message or reads a
document.
> - Opening the side panel on arrival interrupts that work, especially
on mobile.
> - This pull request adds the Artifacts tab without opening the panel
or changing the selected tab.
> - Users can open their outputs when they choose.

## Linked Issues or Issue Description

**What happened?**
New agent outputs opened the task side panel or mobile drawer. An
arrival could also replace the selected document or workspace file.
Existing outputs did not always register an Artifacts tab.

**Expected behavior**
Register one Artifacts tab for existing and new outputs. Keep a closed
panel closed. Preserve composer focus, the selected tab, and document or
file links.

**Steps to reproduce**
Open a task from the inbox. Close its side panel. Enter a message draft.
Create an agent output in that task. The panel must stay closed and the
draft must keep focus. Open the panel to see the Artifacts tab. Repeat
on a mobile viewport.

**Paperclip version or commit**
Base commit: 0f14d2612.

Related work: #11226 and #11551.

## What Changed

- Register existing outputs and later arrivals without opening the panel
or selecting Artifacts.
- Keep open documents, workspace-file links, and the tab launcher
unchanged.
- Handle each document deep-link request once so query refreshes
preserve later manual selection.
- Deduplicate attachment and work-product arrivals. Preserve dismissed
tabs across repeated refreshes.
- Add desktop and mobile browser regression tests. Update artifact
presentation documentation.

## Verification

- The closed-panel regression failed before the fix in unit and
real-browser tests.
- All 158 focused UI tests pass, including the original deep-link cases.
- UI typecheck and token gates pass on this branch. Full typecheck and
production build passed on the passive-arrival candidate before the
existing PR integration.
- The two local desktop/mobile browser cases pass against real
API-created artifacts.
- Desktop and mobile staging checks pass on the combined staging
candidate. Artifact arrival preserved a closed pane, draft text, and
composer focus. Explicitly opening the pane showed the Artifacts tab.
- All 56 current-head check contexts are successful or intentionally
skipped at `17ad904455b9378552f07a6f6e51402c6d164688`, including full
typecheck, test shards, build, and browser suites. Greptile is 5/5 on
that commit with no unresolved review threads.
- The interrupted local broad validation was resumed; the remaining
serialized 64 files and 1,035 tests pass. Local database startup
failures passed after stale test resources were released.

## Risks

- Outputs no longer reveal the panel automatically. Users open the panel
to view them.
- The document request guard must still allow a new explicit deep link.
The regression tests cover this case.
- There are no API or database changes.

## Model Used

- OpenAI Codex, GPT-6, with code editing, shell tools, GitHub tools, and
browser verification. The exact serving model ID and context-window size
are not exposed in this session. Earlier implementation model metadata
is not available.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-28 08:38:00 -05:00
DottaandPaperclip d423fc4411 fix(ui): use large mobile selector modals (#14250)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The new task dialog lets an operator assign work on a phone.
> - The mobile picker used fixed coordinates inside the Radix wrapper.
> - iOS Safari already makes fixed coordinates relative to the visual
viewport.
> - The old code added the visual viewport offset a second time.
> - This pull request removes the second offset and gives the mobile
wrapper full viewport geometry.
> - The benefit is a visible picker and search field when the iOS
keyboard opens.

## Linked Issues or Issue Description

**What happened?**

The assignee and project pickers could move outside the visible screen
in the new task dialog on iOS.

**What did you expect to happen?**

The picker and its search field must stay visible above the bottom edge
and the software keyboard.

**Steps to reproduce**

Open the new task dialog on an iPhone. Select Assignee or Project. The
picker can move outside the visual viewport when Safari pans the page.

**Paperclip version or commit**

The problem exists after the change in PR #13343.

**Deployment mode**

The problem affects the board UI in local and authenticated modes.

Refs #13343

## What Changed

- Use visual viewport local coordinates for the new task dialog.
- Give the mobile Radix popper wrapper full viewport geometry.
- Render both shared selector components as large, titled mobile modals.
- Keep desktop selectors as anchored popovers.
- Cover the new-task assignee, new-task project, composer assignee, and
generic searchable selector in Storybook.
- Add iPhone-sized Storybook states for the assignee and project
pickers.
- Update viewport tests for the corrected coordinate model.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/NewIssueDialog.test.tsx
src/components/InlineEntitySelector.test.tsx`
- `pnpm check:token-gates`
- Playwright used the iPhone 14 device profile. All mobile modals were
inside the 390 by 664 CSS viewport.
- Each mobile modal was `x=16, y=16, width=358, height=632`.
- A desktop check kept the anchored popover at `width=320, height=211`.

## Risks

- Low risk. The CSS only changes narrow mobile viewports.
- The full-screen popper wrapper does not receive pointer events. The
picker still receives pointer events.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. See `CONTRIBUTING.md`.

## Model Used

- OpenAI GPT-5.6, Codex agent with tool use and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal task
ID
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant Storybook 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>
2026-09-27 11:33:24 +00:00
DottaandCodie 01d9a12185 fix: make keyboard shortcut enablement a personal preference (#14141)
Store keyboard shortcut enablement per user and expose it in Profile settings.

Co-Authored-By: Codie <Codie@users.noreply.github.com>
2026-09-26 11:50:04 -05:00
DottaandPaperclip 8781f06a87 feat(connections): enable MCP aggregators by default (#13964)
## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Connections let those agents use external services with explicit
access rules.
> - Zapier, Arcade, Composio Connect, and Executor already have setup
and runtime support.
> - Their experimental switch still blocks discovery and setup by
default.
> - This pull request removes those gates and the Settings toggle.
> - Users can connect these providers without enabling an experiment.

## Linked Issues or Issue Description

Refs #13755. Refs #13941.

**What existing behavior does this improve?**
Apps browsing, inline setup, and agent connection search for the four
MCP aggregators.

**Current behavior**
An instance must enable the MCP aggregators experiment before users or
agents can start setup.

**Proposed behavior**
All four providers are available by default on local and managed
instances. Old stored and managed values still parse but cannot disable
them.

## What Changed

- Remove the aggregator gates from Apps, inline setup, server setup, and
agent search.
- Remove the Settings toggle and its UI hook.
- Retain the old setting key only for upgrade compatibility. Normalize
it to true and ignore managed overrides, as Apps already does.
- Replace opt-in fixtures with default-on coverage. Test old false
values, all four setup flows, provider choice, and the removed toggle.
- Update current connector guidance and remove the opt-in from the
runner acceptance fixture.

## Verification

- 306 focused tests passed across eight files: shared remote MCP
contracts; server remote MCP lifecycle, aggregator fallback, settings
normalization, and managed overlay; UI Apps browsing, setup, and
experimental settings.
- Server and UI TypeScript checks passed.
- UI token gates and `git diff --check` passed.
- The full local suite was not run, per the maintainer's instruction.
All 54 CI checks passed; two checks were skipped. One unrelated
workspace-preview readiness timeout passed on one failed-shard retry.
- The setup fixtures use simulated MCP responses. This change does not
claim new live provider acceptance.

## Risks

- Existing instances now show all four providers, even if the old flag
was false. This is intentional.
- External provider choice, credentials, company isolation, agent
grants, and tool policies still apply. Showing a connector does not
authorize an external account.
- No data migration is required. The compatibility key keeps old managed
configuration documents valid.
- Historical Zapier live acceptance remains incomplete in the existing
evidence report. The maintainer explicitly requested the default-on
rollout for all four existing providers; the report records that scoped
exception.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) through Codex, with reasoning, repository
tools, and test execution. 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>
2026-09-24 17:31:32 -05:00
DottaandPaperclip 18dac1e1ef feat(connections): add experimental memory providers and remote MCP access (#13942)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Connections give agents governed access to external tools.
> - Agents need durable memory across tasks and execution environments.
> - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory
tools.
> - This pull request adds their setup flows behind an experimental
toggle.
> - It also delivers assigned MCP tools through the native remote Codex
runner.
> - Operators can connect a provider once and use the same governed
tools locally or in Daytona.

## Linked Issues or Issue Description

**Problem or motivation**

The Apps catalog lacks a complete set of memory providers. Remote native
Codex agents also need access to assigned managed MCP tools without
receiving provider credentials.

**Proposed solution**

Add five memory connectors behind the disabled-by-default Experimental
memory connectors setting. Use the existing connection setup and
permissions UI. Default their tools to Allowed. Preserve company
boundaries, operator permission changes, provider scopes, and audit
attribution.

**Alternatives considered**

Direct provider credentials in each sandbox would duplicate setup and
bypass the managed gateway. The remote runner instead uses its existing
protocol channel to call the gateway on the server.

**Roadmap alignment**

This maintainer-requested experiment supports the Memory / Knowledge and
Connected Apps roadmap areas. It adds provider connections without
introducing a separate memory UI. Related connector authoring
documentation is tracked in #13692; no duplicate memory-provider
implementation was found.

## What Changed

- Add provider definitions, official branding, and the experimental
setting for all five providers.
- Use OAuth for Zep and Supermemory, API credentials for Mem0 and
Honcho, and a bundled Cloud API bridge for Cognee with no runtime
downloads or subprocesses.
- Default memory tools to Allowed and classify destructive actions
explicitly.
- Fix personal remote credential resolution and propagate provider tool
errors.
- Relay assigned managed MCP tools to remote native Codex through the
runner protocol. Recheck current authority for each call and rotate
stale tool contracts.
- Add 21 Storybook states and complete OAuth walkthrough fixtures.
- Document provider research, sanitized tool inventory, and live local
and Daytona proof.

## Verification

- Passed workspace typecheck: `pnpm -r typecheck`.
- Passed production build: `pnpm build`.
- Full local `pnpm test:run`: 13,273 passed, with failures from
process/readiness timeouts under parallel load. Reran all 16 affected
suites with one worker: 456 passed, leaving two macOS `/var` versus
`/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`.
No test failures remain unverified. Latest-head remote CI passes all 54
checks (two optional Storybook jobs skipped). Greptile is 5/5 with no
unresolved findings.
- Latest Cognee gateway regression: 71 passed, including public
deployment without a runtime host and immediate recovery after a
provider error. Bundled bridge tests: 25 passed.
- Browser setup and real agent tasks exercised all five providers. Mem0,
Cognee, Zep, and Honcho have successful store/retrieve proof.
- Supermemory now has scoped read/write consent. Local storage and real
Daytona write, document read, and semantic recall passed; indexing
completion was verified before claiming success.
- All five providers were exercised through a real Daytona sandbox and
its native runner MCP relay. Provider credentials remained on the
server. The final bundled Cognee bridge also passed a fresh Daytona
store/recall run. All disposable sandboxes were removed and verified
absent after testing.
- Storybook is rebuilt and contains the experimental toggle, catalog,
setup, permissions, and error states. The Zep and Supermemory access
steps advance correctly.

## Risks

- Provider OAuth scopes and plan limits remain independent of Paperclip
tool permissions. An Allowed tool can still be rejected by the provider.
- Providers can queue memory indexing; save acceptance does not prove
that semantic recall is ready.
- Remote tool contracts must stay synchronized with current connection
authority. Regression tests cover revocation and stale contracts.
- This change has no database migration. Existing connections remain
usable when the experimental catalog toggle is disabled.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository
edits, code execution, and browser automation. The exact context window
size is not exposed in this session. Live acceptance agents used
`gpt-5.6-sol`.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-24 15:54:38 -05:00
Devin FoleyandPaperclip 94a0aa7726 fix(ui): hide workspace isolation controls for managed hosts (#13907)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Workspace isolation keeps task checkouts separate.
> - Managed hosts can enable isolation and hide its experimental
toggles.
> - Project, task, and routine forms still expose choices that override
that policy.
> - This pull request adds an operator visibility key for those
controls.
> - Workspace access stays available, and execution keeps its existing
policy.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Operator control over workspace isolation settings in the UI. This
follows the settings list cleanup in #13905.

**Current behavior**

Hiding the experimental isolation toggles leaves project policy editors,
task selectors, routine and pipeline overrides, recovery actions, and
workspace configuration visible.

**Proposed behavior**

Set `PAPERCLIP_HIDDEN_SETTINGS=workspaces.isolation` to hide these
controls. Keep workspace navigation, status, files, and runtime access.
Hide experimental toggles separately. Instances that do not set this key
keep their controls.

**Reason and benefit**

Users on managed hosts should use the host's isolation default. A hidden
form must not submit a stale draft that overrides it.

## What Changed

- Add the UI-only `workspaces.isolation` key to the shared visibility
registry.
- Hide project workspace policy, task and subtask selectors, routine and
pipeline overrides, and isolated re-issue actions.
- Hide the workspace Configuration tab and redirect direct links to
workspace issues.
- Omit hidden new-task and routine overrides. Keep explicit task/subtask
workspace launch context, saved policies, and automatic branch values
for workspace routine runs.
- Wait for the health visibility policy before showing controls. Keep
workspace access and all execution APIs available.
- Document the key and test visibility, form payloads, deep links, and
unchanged workspace access.

## Verification

- All 52 CI checks pass on `50cc770d33` (two expected skips). The branch
is mergeable. Greptile is 5/5 with no unresolved comments.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `pnpm check:token-gates` passed.
- Targeted UI checks passed: 346 tests across 14 suites, including
hidden project/task controls, stale task drafts, routine branch
defaults, recovery actions, configuration deep links, and workspace
access.
- Shared settings-visibility tests passed: 11 tests.
- `pnpm test:run` was run and stopped after reproducing five failures in
unchanged server tests: two `chat-channels.integration` cases
(linked-request provenance and direct external-chat finals) and three
`company-skills-service` cases (runtime refresh, concurrent download,
and explicit update). The earlier local run for #13905 showed the same
failures. The full local suite is not claimed green. Targeted UI/shared
checks pass. All PR CI shards, including the affected chat and skills
suites, pass.
- Reviewed the diff for secrets, private links, and run artifacts.

## Risks

This key changes UI visibility only. It does not reject API calls or
change feature values. Operators must enable isolation and its default
through their existing policy mechanism. Older app versions ignore the
new key until upgraded. Removing the key restores the controls. No
schema changes.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, repository tools, and test
execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-23 19:38:07 -07:00
DottaandPaperclip e8c8ba3c19 feat(apps): add experimental MCP aggregator connectors (#13755)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its tool gateway applies company access rules and approval controls
to connected apps.
> - MCP aggregators expose many apps through one provider endpoint.
> - Each aggregator needs its own credential, catalog, grants, and
lifecycle in Paperclip.
> - This pull request adds independent Zapier, Arcade, Composio Connect,
and Executor setup with a common Access → Connect layout.
> - A default-off MCP aggregators flag lets operators opt in while we
complete provider acceptance tests.
> - Agents use the normal Paperclip permissions, Test screen, and
gateway after setup.

## Linked Issues or Issue Description

**Subsystem affected**

Apps, connection setup, shared contracts, and the remote MCP gateway.

**Problem or motivation**

Aggregator endpoints need clear provider setup and correct MCP sessions.
Generic setup does not explain each provider's authentication or broad
execution tools. Provider approval must preserve the original execution
instead of replaying a write.

**Proposed solution**

Add four separate connectors behind Settings → Experimental → MCP
aggregators. Start with human and agent access, then connect the
endpoint and read its tools. Enable tools by default. Use the existing
Permissions and Test screens after setup. Keep legacy Composio API-key
and child connections intact.

**Alternatives considered**

A shared connection for all providers would mix credentials and access
rules. Separate provider-specific permission and test screens would
duplicate existing controls. Vercel Connect is outside this change.

**Roadmap alignment**

Extends the existing MCP Tool Gateway & Apps capability and the
Connected Apps roadmap area. This work was requested and reviewed by the
maintainer.

Related work: #11894, #12630, #12632, #12634, and #12906 concern the
legacy Composio broker. #13102 also covers remote MCP pagination. This
change preserves the broker path and adds initialized sessions, response
matching, and provider resume handling alongside pagination.

## What Changed

- Add branded setup and interactive Storybooks for Zapier, Arcade,
Composio Connect, and Executor. Use the existing access controls and
normal action tests. Do not request a connection name or action choices
during setup.
- Add the default-off `enableMcpAggregators` flag to settings, managed
feature metadata, the catalog, and setup guards. Hidden connections keep
running. Legacy Composio connections remain unchanged.
- Reuse the vault, grants, policy, and catalog models. Support OAuth
discovery, bearer tokens, custom headers, and credential-bearing URLs.
Add no database tables or migrations.
- Initialize and retain Streamable HTTP sessions by connection and
effective credentials. Read paginated catalogs and match streaming
responses to request IDs.
- Classify unfamiliar aggregator tools as writes despite upstream
read-only hints; only exact reviewed read capabilities enter the
read-only allowlist. Legacy Composio child behavior is preserved.
- Preserve provider authorization links and execution IDs. Support
Executor approve/resume, decline, and cancel without automatic replay of
uncertain writes.
- Preserve Off and Ask first choices during refresh and reconnect. Allow
new tools and retire removed tools. Keep agent access updates atomic and
preserve an empty agent selection.
- Document connector UX rules, provider branding sources, and live
acceptance results.
- Stabilize the existing Sentry release fixture after its repeated CI
failure by reusing one module mock; production Sentry behavior is
unchanged.

## Verification

- Final head `d11781970`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/35633534900)
passed, including broad typecheck, test shards, build, and E2E. All 54
checks pass; 2 optional checks are skipped. Greptile is 5/5, Security
Scan passes, and all review threads are resolved.

- Passed 27 focused connector Vitest checks and 18 connector-only
Storybook browser checks before the flag change. All 85 stories rendered
at desktop and narrow widths.
- Passed 5 connector lifecycle/server checks and 7 selected flag checks
after adding the flag. The latter cover settings, managed defaults,
cached catalog visibility, and all four setup routes.
- Review fixes passed 13 risk/handoff/lifecycle checks, dedicated
session-expiration and transport regressions, 13 selected
connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A
real Composio connection-list call also succeeded through the refreshed
UI on `9ab115f71`.
- UI and server TypeScript checks passed. UI build, Storybook build,
token gates, and diff whitespace checks passed during implementation.
- Real browser and real Paperclip agent tests passed for Arcade,
Composio, and Executor. Tested action permissions, denied agent access,
reconnect, disconnect, and isolation. Tested Arcade catalog
additions/removal and Executor provider approve/resume, decline, and
cancel.
- Zapier live acceptance is incomplete. Its dedicated provider server is
configured, but its credential-copy dialog returned an empty clipboard
through browser automation. No live Zapier action is claimed.
- The three isolated Sentry release cases pass after the CI fixture fix.
- Local verification is deliberately narrow at the maintainer's request.
The full local suite, recursive typecheck, and repository-wide build
were not run. CI provides the broader checks.

## Risks

- Shared MCP transport changes affect other remote MCP servers. Protocol
fixtures cover initialized sessions, streaming response matching,
pagination, and isolation.
- Broad execution tools remain broad permissions. The provider governs
actions inside those tools.
- Provider handoff links are retained briefly in memory. After a server
restart, a one-time link may require reopening the provider dashboard.
Paperclip does not replay the original call.
- Zapier remains unproven live. Custom-header imports and self-hosted
endpoints have fixture coverage rather than a separate live account for
every variant.
- Turning the experimental flag off hides setup; it does not revoke
existing credentials or stop existing connections.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, shell
execution, and browser automation. The exact runtime model ID and
context-window size are not exposed in this session. A separate
Anthropic-backed Paperclip agent performed live gateway acceptance
tasks.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 12:53:11 -05:00
1ef3b08714 feat(ui): integrate agent personas across the app (#13171)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stable agent persona is useful only when the same identity appears
across the app.
> - Lists, task messages, selectors, and activity feeds need inexpensive
static avatars.
> - Onboarding and agent headers need a larger character with
expressions and pointer tracking.
> - This pull request connects the persona foundation to those existing
views and preserves onboarding draft assignments.
> - Full-page stories and Linux checks make the placements and
performance contract reviewable.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need a stable visual identity in lists, tasks, onboarding, and
configuration. External tools also need an image URL for that identity.

**Proposed solution**

Assign each agent a permanent palette from a fixed ClipLab character
library. Store the assignment on the agent. Render and cache preset PNG
URLs on demand. Use static images in dense views and one animated
character in larger placements.

**Alternatives considered**

A generated image bundle requires a separate asset build. A live
renderer in every avatar adds unnecessary work in large lists. Arbitrary
uploaded images do not provide the requested shared character system.

**Roadmap alignment**

This improves agent identity across existing control-plane views. It
preserves agent permissions, company boundaries, and status labels.
ROADMAP.md has no separate ClipLab persona milestone.

Related approaches: #2422 adds configurable image URLs and DiceBear
generation; #5578 adds optional uploaded avatars. This work uses a
fixed, versioned character library and preset URLs.

## What Changed

- Replace agent icons with static persona images across lists, the
sidebar, org charts, tasks, comments, selectors, activity, and dashboard
views.
- Put one animated character in the agent header. Let it follow the
pointer across the page, with reduced-motion and touch fallbacks.
- Add larger padded characters to agent creation. Keep the palette
stable across draft refreshes and connection retries, then reveal it
after success.
- Pass appearance through shared projections rather than fetching each
agent separately.
- Add real full-page Storybook examples for the agent list, overview,
task, dashboard, new-agent dialog, and connection page.
- Add Linux screenshot, clipping, density, and 500-avatar performance
checks.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased
tree. Persona lifecycle tests pass.
- The rebased feature passes 38 Linux screenshot/performance checks,
including both display densities, corner pointer positions, and the
no-WebGL/no-live-download contract for 500 avatars.
- The final Linux persona suite passes all 38 visual, lifecycle,
density, and full-page checks using the standard Storybook configuration
and real on-demand avatar endpoint.
- Final local focused verification: 45 avatar/native-recovery tests
pass; UI identity/routine tests, typecheck/build, token gates, and
Storybook build pass.
- Current-head CI passes: full workspace/server tests, all serialized
server groups, typecheck/release checks, build, canary validation, and
end-to-end shards. The build passed after retrying a native-runner
concurrency-test failure; its three targeted cases also pass locally.
- Manual inspection covered stable identities in the app, header
placement, full-page mouse tracking, onboarding size, and task/dashboard
placements.


### Screenshots

Linux captures use synthetic Storybook fixtures. Full-page captures use
reduced motion. The live character, mouse tracking, and disposal are
checked separately.

<details>
<summary>Agent overview with the character in its header</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png"
width="900" alt="Agent overview with the character in its header" />

</details>
<details>
<summary>Task messages and assignee identity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png"
width="900" alt="Task messages and assignee identity" />

</details>
<details>
<summary>Larger onboarding character with room for expressions</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png"
width="900" alt="Larger onboarding character with room for expressions"
/>

</details>
<details>
<summary>Dashboard agent activity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png"
width="900" alt="Dashboard agent activity" />

</details>

## Risks

- This PR depends on #13170, the persona foundation. Merge the
foundation first, then retarget this PR to master.
- Many placements change from icons to character silhouettes. Human
avatars and authoritative agent status labels retain their existing
behavior.
- Only one character can render live per view. Reduced motion,
hidden/offscreen content, touch input, and renderer failures use the
defined fallbacks.
- The full-page stories use fixture data. They do not contact a real
company or complete real provider sign-in.

## Model Used

OpenAI Codex, GPT-6 family. The exact model identifier and context
window are not exposed in this session. Used code editing, shell
execution, browser inspection, and Linux visual 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>
Co-authored-by: Tonio <tonework@gmail.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-19 07:57:53 -05:00
DottaandPaperclip d49f168381 fix: publish sandbox files on legacy and native runners (#13493)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents must publish generated files so users can inspect their
results after a sandbox stops.
> - Legacy sandbox bridges blocked attachment listing and could not
carry multipart binary uploads through the queue transport.
> - The native runner has a separate verified file registration path
that needs the same durable result.
> - This pull request repairs legacy binary transport, makes native
download receipts explicit, and reveals new outputs in the task
Artifacts tab.
> - Users can open generated files from either runner without a
transport flag change.

## Linked Issues or Issue Description

Refs #13355 for the existing native file publication path. Related
filename fixes: #2615 and #4788. Related sandbox persistence work:
#13376. This change repairs attachment delivery through the existing
API; it does not add workspace persistence.

**What happened?**

The upload helper first lists task attachments to avoid duplicates. Both
legacy bridge allowlists rejected that GET request with 403. A direct
multipart upload also failed: the queue bridge accepted only JSON,
excluded attachment uploads, and converted bytes to UTF-8 text. Enabling
HTTP/2 alone did not fix the missing listing route. These failures
occurred before attachment storage.

**Expected behavior**

Both runners can publish a workspace file, register its work product,
bind it to a response, and return a working download. The file stays
accessible after sandbox deletion. A new output opens the task Artifacts
tab. The agent receives accurate errors and decides how to retry or
report a failure.

**Steps to reproduce**

1. Run a legacy agent in Daytona with the duplex bridge disabled.
2. Invoke the bundled upload helper with Bash on a PNG or PDF.
3. Repeat with the duplex bridge enabled.
4. Register the same file through the native runner with generic API
tools disabled.
5. Retry registration, delete the sandbox, and compare the downloaded
bytes with the original file.

**Paperclip version or commit**

The failing baseline was `f2c5e54dc`. This branch is rebased onto
`6cfe4acff`.

**Deployment mode**

Source checkout with a local API and real isolated Daytona sandboxes.

## What Changed

- Allow authenticated attachment listing, upload, and content download
through both legacy bridge transports.
- Add optional base64 body encoding to queue envelopes. Preserve the
existing UTF-8 contract when the encoding field is absent. Decode binary
bodies before forwarding them.
- Preserve multipart headers. Bound raw bytes, encoded envelopes, and
in-flight reservations. Retain timeout and uncertain-write behavior.
- Preserve helper deduplication and return structured uncertain-write
failures. Document explicit Bash invocation in live skills.
- Add attachment IDs and content/download paths to native registration
receipts. Reuse verified local and remote file reads, attachment
storage, work-product registration, and response binding.
- Preserve Unicode upload filenames and provide a valid
Content-Disposition header.
- Open the task Artifacts tab when new stored outputs arrive, including
a closed desktop panel or mobile drawer. Deduplicate upload and
registration events by object ID. Preserve manual selection on
refetches, edits, and panel remounts.
- Remove task artifact filters, the company Artifacts footer link, and
the unassigned group heading and timestamp.

### Screenshot

![Generated images and a document in the task Artifacts
tab](https://pages.paperclip.ing/sandbox-file-delivery-2026-09-15/artifacts-tab.png)

This is the local display fixture. The image was generated separately
and published through the attachment and work-product APIs.

## Verification

- Post-rebase `pnpm -r typecheck` and `pnpm build` pass.
- The post-rebase local `pnpm test:run` passed 12,369 tests before one
existing conversation reset test timed out; all 33 tests in that suite
pass when rerun with isolated test configuration. The aggregate command
stopped before its remaining groups. GitHub runs the complete suite in
separate shards.
- All [GitHub verification
checks](https://github.com/paperclipai/paperclip/actions/runs/35017893350)
pass on `b66ac276dd3d5fc738a22ecea783400106a494d4`: 32 successful checks
and two configured skips. The native-session recovery assertion
initially raced its fire-and-forget Sentry report; all 13 tests pass
locally, and the same-commit CI rerun passes all 170 suites (3,079
tests).
- Live post-rebase Daytona: all three file-delivery tests pass. They
cover the real Bash helper with the queue bridge, the helper with
HTTP/2, and native `register_deliverable` with generic API tools
disabled.
- Daytona cases cover PNG/PDF bytes, spaced and Unicode names, duplicate
registration, response binding, authorization controls, and
byte-for-byte downloads after sandbox deletion.
- Local focused coverage includes transfer bounds, malformed encoding,
interrupted transfers, remote path containment, and native file
verification. The attachment route suite passes all 32 tests, including
an eight-case filename-header matrix for Unicode and special characters,
inline and forced downloads, and full and partial responses.
- Browser verification confirms image previews, persisted downloads,
automatic Artifacts selection, and preserved manual selection after
edits and reloads. Desktop/mobile component coverage passes. The latest
UI cleanup passes its 10 affected tests and token gates.
- Coverage limit: the Daytona tests call the real helper and native
registration path directly. They do not replay a complete model-led
image-generation task through the browser.

Live command (requires a configured Daytona credential):

```sh
PAPERCLIP_FILE_DELIVERY_DAYTONA=1 pnpm exec vitest run server/src/__tests__/file-delivery-bridges.test.ts
```

## Risks

- Binary queue bodies use more memory because base64 adds encoding
overhead. Transfer and process limits must remain aligned.
- An interrupted write can have an unknown result. The bridge reports
this state and preserves stable retry identities.
- New artifacts intentionally change the active task tab. Existing
history and repeated updates must not take focus again.
- Transport flag defaults, server authorization, frozen skill snapshots,
and completion policies remain unchanged. No schema migration is
required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser testing. 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>
2026-09-15 15:46:57 -05:00
DottaandPaperclip 728f7185f6 feat: add native in-app announcements with persistent dismissal (#13403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Self-hosted boards need a way to show occasional product
announcements.
> - An app release should not be required to publish or withdraw a card.
> - Native card controls keep publishing consistent; the hero can use a
static image or isolated HTML/CSS animation.
> - This pull request renders a validated JSON feed with native
components.
> - It stores dismissals per account on each instance, so a closed card
stays closed across companies and browsers.
> - Named staging feeds let authors test content before production
publication.

## Linked Issues or Issue Description

**Subsystem affected**

Board application shell, announcement delivery, and user preferences.

**Problem or motivation**

Operators need a small, optional announcement card. Users need reliable
dismissal state. Authors need to test remote content without changing
the production feed.

**Proposed solution**

Add one non-modal AnnouncementWell. Fetch validated JSON and
content-addressed media through the instance server. Keep card controls
native, with optional sandboxed HTML/CSS animation in the hero. Use
stable announcement IDs for dismissal, an explicit empty manifest and
quiet 404 handling. Provide a staged publishing helper and isolated
test-drive guide.

**Alternatives considered**

Hosting the entire card as a page would move navigation and dismissal
into remote content. This change limits HTML to a scriptless, isolated
visual hero and keeps controls native. Browser-only storage would lose
dismissals across browsers, so the instance stores account preferences.

**Roadmap alignment**

ROADMAP.md has no overlapping announcement feature. A GitHub title
search found no related announcement pull requests. This work implements
a maintainer-requested feature.

## What Changed

- Add shared feed types, strict validation of every object, supported
routes, expiration and version checks.
- Add a board-only current-feed API, constrained media proxy, and
idempotent dismissal API. Store the first dismissal and its company
audit entry in one transaction.
- Cache upstream data for one hour. Use conditional requests, request
deduplication, response limits, public destination checks, and a
three-second deadline. Treat a remote 404 as an empty feed with a
fifteen-minute retry cooldown.
- Keep announcement visibility stable when focus moves to browser chrome
or another app pane; only tab visibility starts a return check.
- Add a responsive native announcement card. Respect onboarding, dialogs
and toast placement. Sync pending dismissals across tabs and retry after
reconnect or return.
- Add idempotent migrations for dismissals and validated publication
IDs, design-guide examples, static and animated Storybook examples, and
focused tests. The publication registry supports offline retries without
accepting caller-invented IDs.
- Add HTML/CSS animated heroes with static posters, automatic playback,
reduced-motion handling, strict DOMPurify validation, an empty iframe
sandbox and CSP that blocks scripts/network resources.
- Add validated staging publication, content-addressed assets, an empty
production manifest, preview fixtures, and authoring/operator
documentation.

## Verification

- The preceding implementation passed 98 targeted
shared/server/publisher/route/OpenAPI/UI tests and 127 tests including
the master rebase. The playback-control removal passes all 21
announcement UI tests, covering the rendered sandbox, fallback, reduced
motion, dismissal and slow/stale state lookups. The preceding
shared/server tests cover HTML validation and response sandbox headers.
- The playback-control removal passes UI typecheck, production UI build,
Storybook build and token gates locally. Browser verification confirms
the animated card has only its dismiss button and two links, with no
page errors. The full canonical CI matrix passed on current head
`00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two
optional Storybook deployment checks skipped. This run needed no
retries. Greptile reviewed this same head at 5/5 with no outstanding
findings.
- The local canonical general-server run passed 12,063 tests before
reporting embedded-PostgreSQL startup failures in an unrelated fixture.
All 31 tests in that fixture passed across isolated retries. The UI
group passed 6,219 tests and other workspace groups passed 3,201; two
CLI database-startup failures also passed individually. Serialized
server suites were verified by the full CI matrix rather than repeating
them locally. No source changes were needed for these environment
failures.
- The real S3/CloudFront staging manifest and both media asset headers
were verified. Production remains empty/unpublished. The guide
distinguishes the preview host's disabled edge cache from production
cache requirements.
- In the isolated test-drive, the animation visibly moves without
playback controls. A 390×844 browser viewport keeps the card above
navigation. Reduced motion makes no animation request. Both themes
render correctly and browser page errors are empty. Browser fault
injection verified that scripts cannot execute and CSS cannot make
network requests; a missing animation leaves its poster and controls.
- Refresh leaves the animated card visible. Closing it persists after
reload and the API returns null. Earlier live checks verified dismissal
across browsers, company-relative CTA navigation, modal
deferral/restoration, and new-ID eligibility after restarting the same
database.
- The deployed empty feed and a real remote 404 return HTTP 200 with
null from the board API, with a usable dashboard and no announcement
popup or browser warnings.
- Authoring documentation covers staging, animated HTML constraints,
test-drive, withdrawal, ID reuse and cache-refresh steps.

## Risks

- Animation supports self-contained visual HTML/CSS and inline SVG,
without JavaScript or external resources. A static image is required.
Older builds that do not recognize the optional animation field quietly
hide that unsupported feed.
- The default feed makes an outbound request from an instance when a
board is used. Operators can disable it. Requests contain no account
IDs, company data, cookies or interaction events.
- Feed publication and withdrawal can take about 65 minutes to reach
returning users because of CDN and instance caches. Expiration also
removes visible cards locally.
- Dismissals follow an account within one instance. No-login instances
share the existing local-board identity. Separate installations do not
share state.
- Both tables are additive. A unique key prevents duplicate dismissals;
the transaction prevents duplicate first-dismissal audit entries. The
publication registry retains only validated IDs. AGENTS.md and the
implementation spec document the required exception to company scope for
these instance-level records.
- Publication was limited to separate public staging prefixes on the
existing preview host. Production remains empty/unpublished. No AWS
policies or infrastructure were changed.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and
context-window size are not exposed in this session. Capabilities used:
reasoning, code editing, shell execution, tests, browser interaction,
and tool use.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-14 10:19:54 -05:00
DottaandPaperclip d351e08dee fix(ui): stop Recent Tasks storage feedback across tabs (#13402)
Version recent-task snapshots separately from activity, reject stale cache updates, and publish only on query or membership changes. Migrate history into an isolated storage namespace while preserving restart retries.

Add regression coverage for conflicting caches, migration, comments, unchanged writes, and storage implementations on Node 24 and Node 26.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-14 08:05:06 -05:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Conversations must use the same tasks, controls, and execution
history.
> - Users need an ongoing chat with an agent without managing task
properties.
> - Agents should clarify and plan work, then hand execution to assigned
project tasks.
> - This pull request combines the reviewed Agent Chat stack for one
squash merge.
> - The benefit is persistent conversation with normal task governance
and shared UI.

## Linked Issues or Issue Description

**Subsystem affected**

Task lifecycle, agent runtime tools, shared task UI, and browser/paid
runner tests.

**Problem or motivation**

Users need one persistent conversation with each agent. A separate chat
store or renderer would duplicate task behavior and bypass existing
controls.

**Proposed solution**

Use a task-backed chat per company, user, and agent. Reuse the task
composer and transcript. Clarify and plan in chat, then create assigned
project tasks with the relevant plan. Keep Agent Chat behind its own
disabled-by-default experimental setting.

**Roadmap alignment**

This implements the task-backed direction in [CEO
Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat).
Related proposals: #2504 and #9693. Related request: #7981. The
maintainer requested one squash merge of the complete stack.

Consolidates the reviewed runtime
[#13281](https://github.com/paperclipai/paperclip/pull/13281), backend
[#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI
[#13283](https://github.com/paperclipai/paperclip/pull/13283) layers
with this PR's E2E coverage. All four layers passed CI and received
Greptile 5/5 before consolidation. This PR targets master and includes
the complete feature.

## What Changed

- Add personal canonical chat tasks with ordinary company visibility,
immutable identity, idempotent first sends, and an idle waiting state.
- Process `/new` in queue order. Preserve history, release a chat pause,
and fence old provider context and delayed writes.
- Keep chat lifecycle rules across recovery, finalization, assignment,
task lists, and rollups.
- Support research and plan revision in chat. Hand plans to ordinary
assigned project tasks before execution starts. Reject new chat
subtasks.
- Add repository-aware project creation and discovery tools, including
multiple repository IDs and GitHub URLs, authorization, idempotency, and
durable project-created cards.
- Reuse task UI components for chat, with starred/recent agent
navigation and a separate `enableAgentChat` experimental flag.
- Add deterministic browser tests and 24 paid chat cells across four
Codex/Claude profiles, with validated reports and screenshots.
- Integrate current master recovery, controller lease, queued-message,
and task UI changes. Gate chat interruption and deferred promotion on
ownership/feature policy. Guarantee lease renewal and active controls
are stopped even if teardown fails.
- Preserve master's migration 0273 and generate chat migration 0274 with
idempotent replay for development databases.

## Verification

- Prior exact heads of all four PRs passed Linux CI, including build,
typecheck, general/serialized tests, and browser E2E. Each had Greptile
5/5 and no unresolved findings.
- Integrated local verification passed: full repository typecheck and
production build, Storybook build, token gates, 340 focused UI tests,
all 20 deterministic chat browser tests, two migration replay tests, 88
focused chat/queue/native/controller tests, and provider/session
regressions including real lease expiry. These include the three
lifecycle regressions for the final admission/teardown fixes; server
typecheck also passes. Current head
`1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no
unresolved findings and passing security scans. All final-head CI gates
passed: build, full Runner verification, typecheck/release registry,
canary, all general/serialized test shards, and all browser E2E shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)).
Local PostgreSQL startup contention required serialized retries; skipped
fixtures do not count as passing coverage.
- The earlier paid campaign passed all 24 chat cells and retained 32
screenshots:
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat).
It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior
evidence, not a paid run of this integrated head.
- Manual check: enable Agent Chat in Experimental settings, open an
agent, clarify and revise a plan, then hand off to an assigned project
task. Stop a reply, send `/new`, and verify fresh context with retained
history. Disable the setting and verify agent shortcuts/new chat turns
are blocked.

## Risks

- Queue/session integration can affect retries and delayed writes. Tests
cover ownership, cancellation, reset boundaries, idle recovery, and
ordinary task behavior.
- Migration 0274 adds conversation fields and constraints. Replay is
idempotent and preserves existing development chat history.
- This combines the previously reviewed stack at the maintainer's
request. Agent Chat remains off by default and is separate from
Conference Room.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code
execution, browser tools, and parallel review. The exact context-window
size is not exposed in this session. Codex and Claude also ran as test
subjects in the linked paid campaign.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 08:56:04 -05:00
DottaandPaperclip 889947c238 feat: add experimental native chat connectors (#13038)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also ask agents for work in their existing chat tools.
> - Each external conversation needs one task and a current authorized
source.
> - Retries, Stop, and provider failures must not duplicate work or
expose private data.
> - The first chat PR establishes the opt-in provider and data
contracts.
> - This PR adds experimental channel integration and its durable
control plane.
> - Users can request work from connected channels and inspect delivery
in Paperclip.

## Linked Issues or Issue Description

Refs #13100 and #13092. This is the second of exactly two chat PRs.
Foundation #13100 is merged and changed 143 files. Runner prerequisite
#13092 is also merged. This PR changes 400 files against master, below
the 500-file review limit. It contains no wireframe images or HTML
galleries.

## What Changed

- Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat
connections. Keep chat disabled unless the operator enables experimental
chat connectors. Preserve the production GitHub tool connection and its
normal setup path.
- Bind each provider bot identity to one immutable Paperclip agent. Bind
each admitted external conversation to one task. Paperclip owns tasks,
runs, permissions, and audit records.
- Add durable admission, per-conversation queues, questions, task
controls, progress, final replies, images, files, and delivery receipts.
Board comments remain internal unless explicitly sent to the channel.
- Check current identity, provider reach, resource access, credentials,
runtime generation, and exact source before provider effects. Keep
private responses private. Never send raw reasoning, private logs,
credentials, or tool arguments.
- Hold uncertain sends for explicit audited resolution. Make Board
Send-to-channel atomic and idempotent. Keep reconnect and setup
credentials in Paperclip secret storage.
- Preserve current native-runner authority across retries, lost
acknowledgements, and recovery. Keep immutable input and completion
contracts separate from newer user input. Receipt reconciliation cannot
launch a provider.
- Reconcile chat close/new ordering and provider-effect lock order.
Audit resource access changes in the same transaction. Submit only the
selected resource from each UI toggle so stale pages cannot undo
unrelated access changes.
- Drain Codex stdout before certifying process exit. Bound the drain
with the existing shutdown grace. Preserve observed terminal authority
without treating an undrained process as successful or reusable.
- Incorporate master `018ca5da` with its ACP Stop, mobile task layout,
runner packaging, and official lock changes. Preserve dedicated
chat-answer continuations in both directions when ordinary queued
comments are adopted after Stop.
- Fence late adapter readiness behind an earlier Stop for the same run.
Preserve verified cleanup for registered adapters. Handle single Stop,
agent pause, duplicate Stops, and failure release without creating a
false cancellation receipt.
- Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact
failed-chat retry authorization and lineage, retired question-source
suppression, and the block on generic recovery that would discard the
admitted source. Fresh deferred input retains its separate promotion
path.
- Incorporate master `2a05b5ed3` and its queue-admission extraction,
simplified transaction ports, and separate runner CI job. Preserve exact
durable receipts, actor separation, and dedicated-answer isolation
through the new module. A failed receipt insert rolls back the
accompanying deferred-wake merge.

## Verification

Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating
master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are
resolved. This successor fixes two test-harness boundaries exposed by
CI: per-case route-module preparation and actual durable-save completion
before intentional runner termination. Production code and all existing
test/turn deadlines are unchanged. [Exact-head Greptile
review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594)
is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable
findings or open review threads. [Fresh exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341)
passes **all 24 jobs**, including Build and both required aggregates.
Normal exact-head guarded merge was attempted and rejected by the
remaining branch approval policy: CODEOWNER review is required and no
human approval is present. Normal **squash auto-merge is enabled** as of
September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified;
no approval bypass or self-approval was used. Earlier-head results below
remain historical evidence, not qualification of this successor.

- Final exact-head Linux evidence: 995/995 chat integration cases; 36/36
agent-skills routes; 35/35 runner live-session cases, including real
process kill/resume; 1948 runner Vitest cases with three existing
benchmark/platform guards; 870/870 API-authority cases; and 104 browser
cases with four existing optional skips. Rust, conformance/replay, full
repository build, typecheck, canary, all server/workspace shards, and
both required aggregates pass with normal CI concurrency. Earlier failed
attempts remain recorded below.

- Latest test-only qualification: 141/141
route/permissions/authentication cases pass in separate cold forks, with
plain server types and independent review clear. The real-runner suite
passes 35/35, with plain runner types and independent review clear. A
controlled premature-save acknowledgement fails as expected; matching
ownership/effect/process evidence, rejected saves, real turn outcome,
test abort, and pre-kill liveness are covered. No local reproduction of
the original CI scheduling failure is claimed. The preceding [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34479680858)
passes 21/24 jobs, including all 995 Linux chat cases and browser
aggregate (104 passed, four existing optional skips); only Build, the
skills serialized shard, and the required verification aggregate fail.
Its exact-head Greptile review was 5/5. Both failed job logs are
retained.

- Final fixture qualification: all eight focused Discord cases and all
995 chat integration cases pass. The exact modal statement/PID is
observed before taking the real connection lock; the test then proves
its actual blocking relationship before mutation. Original SQL
execution, provider behavior, negative assertions, and 1s/15s timeouts
remain unchanged. Independent review is clear and test/production hashes
remain frozen. The preceding [CI
attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777)
passed 22 jobs, including Build/runner, typecheck, canary, all other
test shards, and browser aggregate (104 passed, four existing optional
skips); the two fixture failures and failed verification aggregate
remain recorded, not relabeled as a pass.

- Current queue-module composition: 308/308 recovery/batching/queue/Stop
tests; 995/995 full chat integration; 89/89 module tests, including real
PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary
tests; plain server and UI types. All four actual local process/ACP
browser paths pass in 1.4 minutes. Fresh databases, no skips or retries,
stable reviewed source hashes. The initial boundary failure is retained;
its no-op service wrapper was removed without changing recovery context
or weakening the check. An exploratory standalone test-directory
typecheck fails because its new upstream transformation config is not a
standalone typechecking project; standard CI/build does not invoke it,
and no configuration was weakened to suppress those diagnostics.

- The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed
[all 24 CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958)
and exact-head Greptile review at 5/5. Required CODEOWNER review
prevented its normal merge before master advanced again.

- Final extracted-module composition: 307/307 recovery, batching, queue
and Stop-control tests; 995/995 full chat integration; 49/49 module
tests including eight PostgreSQL adapter cases; and 19/19 issue-update
tests. Plain server types pass. All four actual local process/ACP
browser paths pass in 1.3 minutes. Fresh databases, no skips or retries
in these cohorts, frozen source hashes, and independent review clear.

- The preceding head `3e4e1c1c` passes [all PR CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820),
including Build and required `ci / verify` and `ci / e2e`. Both the
original Rust failure and the previously load-sensitive lineage fixture
pass with unchanged Linux concurrency. Master advanced afterward and
required this reconciliation.
- Final master composition: 448/448 focused UI tests, 186/186 adapter
tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI,
server, shared, and adapter types pass. Token gates and diff checks
pass. Independent server and UI reviews are clear.
- Stop-registration regression: both real-service cases fail against
exact `a95` source and pass with the fix. The full corrected
recovery/control suite passes 265/265. Duplicate-owner and failed-Stop
controls also pass. Plain server types pass. The readiness barrier
prevents provider startup without adding an acknowledgment to an already
terminal run.
- Final qualification strengthens terminal-field equality and repeats
both affected cases successfully on a fresh database. All four actual
local process/ACP browser paths pass again in 1.3 minutes, without skips
or retries. The final screenshot shows Cancelled, a paused subtree,
retained input, and no error toast.
- Two new actual-service regressions fail before the merge fix. They
prove that queued-comment adoption could consume a dedicated chat answer
or add unrelated input to that answer. The fixed four-case cohort
passes, including ordinary upstream continuation and adapter Stop
controls. Full recovery passes 257/257. All four actual local
process/ACP Stop browser flows pass in 1.4 minutes, without skips or
retries, on a fresh database.
- The unchanged runner artifact was qualified with 171/171 transport
tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11.
Six controlled reader tests prove the exit/drain repair. Its local
serial Rust workspace passed 546 top-level cases plus two invoked
helpers; the later passing Linux CI supplies default-concurrency
evidence.
- Prior exact-source full chat integration passes 995/995. Settings
regressions cover concurrent stale pages, 501 destinations, pending
state, rejected updates, and explicit retry. These deterministic tests
do not prove live provider behavior.
- Retained failed attempts and their causes are in the [qualification
log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md).
The first merge adapter run timed out while macOS slept for 290 seconds.
Its unchanged repeat passed with a temporary sleep guard. No assertion,
deadline, or CI gate was weakened.

Review commands include `pnpm --filter @paperclipai/server exec vitest
run src/__tests__/heartbeat-process-recovery.test.ts
src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec
playwright test --config tests/e2e/playwright.config.ts
tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh
disposable databases. See the [browser
runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md)
for provider setup and separate live acceptance steps.

## Risks

- This remains experimental. Deterministic tests and bounded live
evidence do not establish every provider feature, tenant, permission
layout, or media shape. Teams work-tenant qualification is still open.
- Failed and uncertain provider effects remain visible and can require
operator action. A transport receipt does not prove recipient
visibility.
- Native controller and runner artifacts must remain compatible.
Preserve lease ownership, terminal authority, source binding, and
quarantine during future changes.
- Access and audit rows commit together, but activity notifications
remain best-effort. This is not a new durable event outbox.
- The PR operation does not deploy a live server, replace its runner, or
change provider permissions. Remaining live qualification is documented
in the [temporary
handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md).

## Model Used

OpenAI Codex assisted with implementation, tool execution, testing, and
review. The work records `gpt-6-astra` assistance. The environment does
not report a context-window size. No private reasoning traces are
included.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 10:06:45 -05:00
DottaandPaperclip 8cfd30fb07 feat(ui): add composer Stop and simplify task controls (#13104)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task composer is where operators direct running agents.
> - Operators need to stop work without leaving the conversation.
> - Existing pause controls already hold task trees and interrupt both
runner types.
> - This pull request connects the composer to those controls and
removes repeated feedback.
> - Operators can pause work quickly and still queue messages while
agents run.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Task pause, resume, and cancellation in the task page and composer.

**Current behavior**

The empty composer cannot stop a running task. Task controls require
extra confirmation and reason text. Pause can show several notifications
for the task already on screen.

**Proposed behavior**

Show Stop while this task runs and the composer is empty. Text or
attachments switch it to Send. Stop and the menu use the same manual
pause hold. Parent pauses include descendants. Keep task cancellation in
the menu with a compact confirmation. Show one quiet pause row and gray
cancelled-run details.

**Reason and benefit**

Operators can interrupt execution with one click. Drafts and queued
messages keep their existing behavior. The UI waits for actual
termination, including native cancellation acknowledgment.

**Breaking changes**

No endpoint, schema, or task-status change. Pause no longer asks for
confirmation or a reason. Resume now honors the existing wake-agents
option. Task notifications are suppressed for the task and subtree
currently in view.

Related UI work: #8228 changes navigation and composer shortcuts. This
PR covers execution controls. No duplicate Stop-button PR was found. The
change improves existing controls and does not duplicate a roadmap
milestone.

## What Changed

- Add Stop, pending feedback, duplicate-click protection, and inline
errors to the composer.
- Share the pause mutation across the composer, active-run controls, and
menu.
- Poll affected runs after a pause request. Require native cancellation
acknowledgment.
- Remove pause confirmation and shared reason fields. Reduce cancel
confirmation to its task count and actions.
- Honor wake-agents for executable tasks only. Preserve the pause when
recovery review is needed; show partial wake failures inline.
- Preserve explicit legacy reconciliation decisions while their
continuation waits for dispatch.
- Suppress notifications for visible task trees. Use quiet pause and
cancellation feedback.
- Add interactive stories using production controls and native/legacy
end-to-end tests.

## Verification

- User reviewed the running feature and revised Storybooks in the
browser.
- Rebased focused checks passed: 295 original targeted tests, 161
updated route/page/notification/status tests, and 26 recovery
integration tests.
- Both isolated runner journeys pass on the final revision (1.7
minutes). Coverage includes queueing, parent and child interruption,
persisted holds, no automatic continuation, reconciled resume,
cancellation, terminal exclusions, and no Stop toast.
- Native coverage uses real runnerd with a deterministic provider
fixture. Legacy coverage checks actual process termination. Live
hosted-provider execution was not tested.
- Repository typecheck and build, Storybook build, and token gates
passed after rebase. The final server typecheck/build also passed.
- The broad local run completed its general-server stage with 7,219
passing tests, 48 skipped, and two failures from cached pre-fix source
and a stale native provider fixture. Both failed tests pass in fresh
final-head reruns after rebuilding the fixture; the script did not
continue to its later local stages. CI runs all test groups on the final
revision.
- Final revision: all 31 applicable CI checks passed; Storybook visual
regression was skipped by its workflow conditions. Greptile: 5/5, zero
unresolved comments.
- Review `Tasks / Execution Controls` in Storybook. Type and clear a
draft, stop a run, expand cancellation details, and test the menu on
desktop and mobile.

## Risks

- Stop pauses descendants for a parent task. This is the existing pause
contract.
- A held task can remain active if interruption fails. The UI shows an
error instead of claiming termination.
- Resume can start multiple assignees when wake-agents is selected.
Backlog, blocked, and terminal tasks stay excluded. Existing execution
reconciliation remains mandatory where required; Resume never invents
action-outcome evidence.
- Notification suppression uses the visible task and cached subtree.
Notifications for unrelated work remain enabled.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime snapshot and
context-window limit are not exposed in this session. Used reasoning,
tool calls, code execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 12:18:56 -05:00