Commit Graph
458 Commits
Author SHA1 Message Date
cf1def0ca6 feat(inbox): rebuild compact cards and share task review controls (#20961)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The inbox collects decisions, requests, and updates for the people
in a company.
> - People need a clear personal queue and a consistent way to answer
each request.
> - Repeated headings, inconsistent card actions, and separate review
flows make that work harder.
> - This pull request connects the inbox UI to the routing foundation in
#20959.
> - Compact cards use shared task controls and open supporting work in a
side panel.
> - People can answer, claim, transfer, archive, and inspect outcomes
from one place.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The inbox cards, personal views, shared task controls, and decision
history.

**Subsystem affected**

UI. This PR targets master and uses the routing foundation merged in
#20959.

**Current behavior**

The inbox repeats headings and counts. Cards have different layouts and
action placement. The requester can repeat the signed-in person's name.
Review and question controls differ between the inbox and task thread.

**Proposed behavior**

Open Assigned to you by default. Show one count line above the cards.
Use a compact card layout with consistent actions and supporting
details. Show the requester's avatar and name only when they differ from
the signed-in person. Share question controls, including a radio option
for Other that reveals a text field when selected.

**Reason and benefit**

People can scan their queue and complete requests without losing the
surrounding task or creating separate drafts for the same review.

**Breaking changes**

The default inbox view becomes personal. The all-assignee and shared
views remain available. Card close menus distinguish personal archive
and snooze from shared withdrawal.

**Additional context**

Refs #20959, #19363, and #19520. Refs #20268 for related
actionable-request work. This stack adds personal routing and shared
controls. ROADMAP.md includes Multiple Human Users and Agent Reviews and
Approvals.

## What Changed

- Add personal, unassigned, company, all-assignee, and archived inbox
views. Add claim, transfer, personal close actions, receipts, and
history controls.
- Use compact decision cards with a single count line, one-pixel
borders, and equal space above, below, and to the right of each primary
action.
- Open artifacts and synchronized confirmation/approval controls in a
shared side panel. Share their revision drafts and action state with the
task thread. Other requests keep one editable form on the inbox card
while reviewing an artifact.
- Make Other match the question options and reveal its field only when
selected. Apply this to inbox and task question cards.
- Hide self-requester labels, space agent avatars, and use the standard
canceled status icon for withdrawn requests.
- Use connector logos in connector cards. Keep the connector promotion
background and sidebar border continuous.
- Add company and project decision-owner controls and document the
updated inbox behavior.

## Verification

- The complete [GitHub Actions CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/43141559641)
passes on `8d81a75e49b518fff6b6ff4c23dd67979b0b97ee` (Linux/Node 24:
typecheck, build, general and serialized tests, Runner support, browser
shards, and aggregate gates). Greptile is 5/5 on that exact head with
zero open findings, and the security scan passes.
- Local UI typechecking passes. Eight focused suites pass 382 tests: 236
inbox/review/question/connector tests plus all 146 composer tests.
Regressions passed red to green for attachment links, prompt rendering,
single-form artifact review, connector scope copy, accessible headings,
and the composer test harness's missing theme provider. The final commit
changes only that test harness; production code is unchanged from
`59d015833f`.
- Browser acceptance on the production implementation confirms preserved
selected answers with one editable question form, accessible Markdown
prompts, inert image references, accurate connector scope copy, native
PDF downloads, image sidebar previews, and Open file requesting the
attachment endpoint while preserving the inbox URL. Request reads and
file responses were intercepted; no question answers were written. The
preview is healthy on the final head.
- Visual and interaction checks cover Other radio behavior in both
themes and on mobile, the loaded Google Calendar logo, and 20px above,
below, and to the right of the primary action across all 23 visible
cards. The affected desktop/mobile navigation and sidebar specs pass
locally and in the final CI browser matrix.
- Real-editor browser checks confirm Ctrl/Cmd+Enter cannot bypass
another person's confirmation. Cancel preserves the draft and unlocks
silently; Continue submits once. Approval write failures remain visible.
- `pnpm verify` returns exit 2 because DESIGN.md requires broader
coverage; the final full CI matrix supplies every requested gate. Maps
and Storybook catalog structural checks pass. The routing foundation
#20959 merged after passing 249 database tests, server typechecking,
full CI, Greptile 5/5, and security scanning. Its backend and SDK
registry are preserved.
- Demo data is retained for testing; database suites and browser specs
use separate disposable databases.

## Risks

- The inbox uses the routing contracts merged in #20959. Personal
filters and history affect shared task entry points; the affected
controls are included in local regression coverage and full CI.
- Personal defaults and close-menu wording change inbox behavior.
Existing resolver permissions still control shared actions.
- Shared revision state and live invalidation affect two surfaces.
Focused tests cover draft synchronization, action locks, and incoming
updates.
- Visual changes use the existing design tokens and component
primitives.

## Model Used

OpenAI GPT-6 through Codex. Used repository tools, code execution, and
browser checks. This session does not expose a more specific runtime
model ID or its context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [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
- [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@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-11 21:05:00 -08:00
DottaandClaude Opus 5.5 b033cc124d fix(evals): repair private human steps for webhook, device and key entry; name failed private steps (#21012)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The chat evaluation catalog checks agent replies and then the human
step that follows, such as a person who reveals a key or approves a
device
> - Some human steps run in a separate private browser process, because
they handle credentials. CI keeps the output of that process private on
purpose
> - Four cases failed only in that private step, so CI showed one fixed
message and no cause
> - I ran each private step locally against a dev server, where its
output is visible, and found the cause of three failures
> - This pull request fixes the harness and two product defects, and
adds a closed failure record so that the next CI failure names its step
> - The benefit is that these human steps work, and a private-step
failure is diagnosable without any credential in logs

## Linked Issues or Issue Description

Bug report (following `.github/ISSUE_TEMPLATE/bug_report.yml`).

**What happened?**
- `routines.webhook-trigger`: the private person opens the routine
overview. The trigger cards are only in the Triggers section, so the
step waits for a missing button. An unhandled response wait then stops
the process.
- `connection-setup.secure-api-key`: a key-protected MCP server answers
401 without a challenge header. Paperclip shows "Remote app returned
HTTP 401" and does not ask for a key. The person cannot enter the key in
the normal flow.
- `assistant-connections.device-login`: an expired device code page
shows "This item doesn't exist or was moved." The server sends "This
code is expired, already decided, or invalid." in the OAuth
`error_description` field, and the UI drops it.
- `onboarding.new-company`: the private step reads back all saved state
and then fails one proof check. CI does not say which check.

**Expected behavior**
- The person reveals the webhook key in the Triggers section and sends
authenticated events.
- A pasted MCP link that answers 401 shows the key field.
- An expired device code says that the code is expired.
- A private-step failure names its fixed step and error class, with no
value.

**Steps to reproduce**
1. Start a local dev server.
2. Create a routine with a bearer webhook, and run the private webhook
worker. It times out on the "Edit webhook" button.
3. Paste the address of an MCP server that answers a plain 401 into
Connectors > Add by link. No key field appears.
4. Open `/mcp-device?user_code=<expired code>`. The page shows generic
not-found text.

**Paperclip version or commit**
`master` (reproduced on origin/master before this change)

**Deployment mode**
Local dev server (embedded PGlite) and the CI chat-eval runner

**Installation method**
Source checkout (`pnpm dev`)

## What Changed

- `integrator-webhook-private-worker.ts`: open `<routine>/triggers`
(also for the setup-resume link), and attach a handler to the early
response wait so a failed click reports its real step.
- `server/.../catalog/discovery.ts`: a 401 with no `WWW-Authenticate`
header, to a connection that sends no credential, is handled like a
challenge without discoverable sign-in (`oauth_challenge`). The existing
UI guidance then asks for a key. A 401 to a connection that already
sends a credential keeps the old error.
- `ui/src/api/errors.ts`: read the OAuth `error_description` field as a
readable server message.
- New `private-child-failure.ts`: a private child records only a fixed
step name and an error class from a fixed list. The parent echoes a step
only when it is in the caller's closed list. Error text, stdout and
stderr stay private.
- The webhook, private browser and identity children use it. Each has a
closed step list file.
- `identity-new-company-native-proof.ts`: each proof check has a fixed
reason name. The private child reports `new-company-proof-<reason>` when
a check fails. The accepted conditions do not change.
- Tests: server red/green test for the bare 401, UI red/green test for
`error_description`, unit tests for the failure record (no text leaks,
closed list only, extra fields dropped).

## Verification

- Local dev server (embedded PostgreSQL), private workers run directly
with the real child process:
- Webhook, ready and setup-pending triggers: before, timeout on "Edit
webhook". After, receipt with invalid status 401, valid status 202 and a
linked task.
- Secure key entry with the synthetic notes provider: before, timeout on
the key field. After, an active connection with health `ok` and 2
authorized `tools/list` calls.
- Expired device page: before, `at step device-expired-page
(TimeoutError)`. After, `expiredPageVisible: true`.
- `server`: `vitest run src/__tests__/tool-access-service.test.ts -t
"pasted link answers"` (fails before the discovery change with 502,
passes after).
- `ui`: `vitest run src/api/errors.test.ts` (fails before, passes
after).
- `pnpm test:e2e:runner:typecheck`, `pnpm test:e2e:runner:unit`, server
`tsc --noEmit`.
- `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD sha>
--check`: unchanged.
- One paid run of the four cases on this branch. Results are in a PR
comment.

## Risks

- A plain 401 from an MCP link now returns 422 `oauth_challenge` instead
of 502. The draft connection is removed, as for other challenges. Agents
that call the connect API see the "needs sign-in" answer instead of a
raw status. This only applies when the connection sends no credential.
- Some API errors that carry `error_description` now show that text
instead of generic copy. That text is written for people.
- The failure record is opt-in per child and contains only constants.
The parent ignores a record with any other field.
- `onboarding.new-company` is not fixed here. Its native hello probe
cannot start locally on macOS, so the failing check is not yet known.
This change makes the next run name it.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use (shell,
file edits, local browser automation through Playwright). Extended
reasoning was on.

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 22:06:29 -06:00
TonioandPaperclip 9dfdeaad86 Refine agent workspaces and organization charts (#20973)
Refine agent details, identity editing, responsive controls, and organization charts with three card tiers, clearer save feedback, and stable filtering.

Guard instruction-file renames and root configuration updates in one transaction through the agent lifecycle integration, preserving conflict checks, rollback, and configuration history.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-12 01:23:59 +00:00
DottaandClaude Opus 5.5 353945c86d fix(tool-gateway): let agents create gateway tokens without receiving the value (#20613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Tool gateways let external MCP clients use a company's tools with a
gateway client token
> - Since delegated connection management (#17737), an agent can create
and revoke gateway client tokens for its responsible person
> - #20581 stopped agents from getting the one-time token value, but it
did this by making token creation person-only
> - The product decision is that agents keep their delegated authority
to create and revoke tokens
> - This pull request restores agent token creation, but the agent never
receives the token value: the person reveals the value once on the
gateway's Tokens page
> - The benefit is that an agent can do the rotation work for the
person, and the secret still never enters chat, run events, logs or tool
output

## Linked Issues or Issue Description

Refs #17737
Refs #20581

**What happened**
After #20581, `POST /api/tool-gateway/gateways/{gatewayId}/tokens`
returns 403 `gateway_token_requires_person` to every agent caller.
Agents lost the delegated authority to create gateway client tokens that
#17737 gave them. Before #20581, an agent that created a token received
the plaintext value in its tool result and could repeat it in chat.

**Expected behavior**
An agent with delegated connection management can create and revoke
gateway client tokens. The agent never receives a token value. The
responsible person gets the value once, on the gateway's Tokens page.
Person callers keep today's behavior.

**Steps to reproduce**
1. Give an agent delegated connection management for a responsible
person with `tools:admin`.
2. As the agent, call `POST
/api/tool-gateway/gateways/{gatewayId}/tokens` (for example through
`call_api`).
3. See 403 `gateway_token_requires_person`.

## What Changed

- Agent create: `POST /api/tool-gateway/gateways/:gatewayId/tokens` from
an agent with delegated authority returns 201 with token metadata only
(`id`, `tokenPrefix`, `expiresAt`, `pendingReveal: true`), plus
`tokensPath`, a `reveal_credential` `requiredUserAction` for the
responsible person, and a `nextStep` instruction. The saved row has no
usable value: its stored hash is of a value that is generated and then
discarded. Gateway authentication also rejects `pendingReveal` rows.
- Person reveal: new person-only `POST
/api/tool-gateway/gateway-tokens/:tokenId/reveal`. It generates the
value, stores its hash, clears `pendingReveal` and returns the value
once. A conditional update makes a second or concurrent reveal return
409. Only the token's responsible person can reveal it (403
`gateway_token_reveal_requires_responsible_person`). Agent callers get
403 `gateway_token_requires_person`. A token revoked before reveal
cannot be revealed.
- Why a reveal that generates the value: no stored plaintext existed to
reveal, and storing one (even encrypted) for later display adds a secret
at rest. Generating the value at reveal time keeps the existing one-time
display and stores only a hash.
- Schema: `tool_mcp_gateway_tokens.pending_reveal boolean not null
default false` (migration `0460_gateway_token_pending_reveal`). Shared
`ToolMcpGatewayToken.pendingReveal`, and `ConnectionRequiredUserAction`
gets `reveal_credential` / `gateway_token`.
- UI: the Tokens page shows a "Waiting for you to reveal" section for
pending tokens with a "Reveal token" button. The value appears in the
existing "New token — copy now" one-time block. Pending tokens show the
status "Not revealed".
- Agent gateway create: the 201 for agent callers also includes
`gatewayPath`, `tokensPath` and a `nextStep` that tells the agent to
link the saved gateway.
- The agent create-token `nextStep` and the catalog say not to revoke
the old token in the same turn: its client keeps working on it until the
person installs the new value.
- The reveal update and its `tool_gateway.token_revealed` activity entry
commit in one transaction. The Tokens page offers Reveal only for tokens
that act for the signed-in person.
- API reference: new `docs/api/tool-gateway-tokens.md` (create, reveal,
revoke) in the docs nav.
- Revoke stays allowed for agents with delegated authority (unchanged
route).
- API catalog: create-gateway, create-token, reveal and revoke
descriptions now say who acts, that agents never receive values, the
page paths, and that the old token is revoked only after the client
works with the new one.
- Agent access map: create-token policy note and a new reveal entry.
- Evals `gateways-profiles.create-gateway` and
`gateways-profiles.rotate-token`:
- Remove the keyword grader (`human|operator|admin|manage`) and the
handoff text checks. Grade saved state, rendered links and secret
absence. A plain reply or a question card is accepted.
- Remove the setup probes that called the create routes as the agent.
Under delegated authority, those probes created a real gateway
("Forbidden agent gateway"), which failed create-gateway before the
agent ran.
- create-gateway: exactly one gateway for the intended profile and
company, created by the agent (or by the person after a handoff); the
person opens it from a rendered link; attribution matches the creator;
any agent-created token is still pending reveal; no token value in chat,
cards or run events.
- rotate-token: after the agent's turn, both setup tokens still work and
any replacement the agent created is pending the person's reveal; the
person follows the rendered Tokens page link and reveals (or issues) the
value in a private browser; the new value works before the old token is
revoked; the unrelated client keeps access; no token value appears
anywhere, including a regex scan for any full `pcgw_<id>.<secret>`
value.
- The changed scenario context and outcomes are recorded in
`chat-full-catalog-testops-manifest.json` `changedFields` and pinned in
the manifest test. The inventory digest, descriptors (`oracleVersion`
v2, `sourceFiles`) and SDK public input pins are updated. The unused
`external-gateway-handoff.ts` module is removed.
- Fixture realism: the create-gateway profile now allows a real read
tool (an empty profile made the agent ask which apps to add instead of
finishing), and the rotation tokens get a neutral owner note instead of
"Disposable rotation fixture" (the agent read that note as an eval
hint).
- Shared private-browser helpers (`external-private-browser.ts`,
`external-private-browser-worker.ts`) get one optional `pendingTokenId`
input and one `revealedPending` receipt field.

## Verification

- Red: on `master` route code, the new integration tests `lets agents
create and revoke gateway client tokens without ever receiving a token
value` and `reveals an agent-created gateway token value only to its
responsible person` fail (403 `gateway_token_requires_person`).
- Green: `cd server && npx vitest run
src/__tests__/connection-management.integration.test.ts -t gateway` (25
passed). The test checks that the agent `call_api` result has no `token`
field and no token-shaped value, that the agent cannot reveal, that the
person reveals once (second reveal 409) and the value authenticates,
that agent revoke works and stops the value, that a token revoked before
reveal never gets a value, and that person create still returns the
value.
- `npx vitest run src/__tests__/tool-gateway.test.ts
src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts` (2247 passed).
- `cd ui && npx vitest run
src/pages/apps/gateways/panels/TokensPanel.test.tsx
src/pages/apps/gateways/gateway-helpers.test.ts` (16 passed); `pnpm
check:token-gates` clean.
- Eval graders and catalog: `pnpm exec vitest run --config
tests/runner-e2e/vitest.config.ts` on the gateway oracle tests,
`external.test.ts`, catalog consistency/contract, TestOps
export/retained, phase/clock callers and SDK input/type tests (all
pass); `node --test` on the TestOps manifest, adapter, contract,
streaming and reconcile tests (all pass); `node
tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check`
(unchanged).
- `node scripts/check-maps.mjs` passes. `tsc --noEmit` for `server`,
`ui` and `tests/runner-e2e`: no errors in changed files.
- Paid end-to-end run of both eval cases, run
[42872921890](https://github.com/paperclipai/paperclip/actions/runs/42872921890)
on 39f38a7f6c (before the last three commits): both FAILED, for
agent-behavior reasons the later commits address. Not rerun yet.
- rotate-token: the agent created the replacement (pending reveal, no
value), then revoked the old token in the same turn, despite the create
response saying to wait. Its reasoning cited the eval-looking fixture
note. The grader rejected the premature revocation. The reply linked the
Tokens page correctly.
- create-gateway: the agent created the gateway and one pending token,
then asked a question card about which apps to add to the empty profile,
with no link to the gateway. The grader rejected the missing link.
- Token values: a scan of all evidence files of both cells found no full
`pcgw_<id>.<secret>` value and no `pcgw_<uuid>` form. Agent `call_api`
payloads in run events are redacted; the integration test proves the
agent tool result has no value.

## Risks

- Behavior change for agents: token create returns metadata and a Tokens
page path, not a value. Agents that expect `token` in the response must
send the person to the Tokens page.
- Migration adds one boolean column with a default. Existing tokens get
`false` and keep working.
- A pending token that is never revealed stays as an unusable row until
someone revokes it. It cannot authenticate.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 15:13:34 -06:00
DottaandClaude Opus 5.5 28063474d2 fix(ui): show why a queued message edit was not saved (#20583)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - In task chat, a person can edit a queued message before the agent
receives it
> - The server rejects an edit with 409 when the queue changed in
another session
> - The composer kept the text, but it showed no reason, so the edit
looked stuck
> - This pull request shows the reason under the editor
> - The benefit is that the person knows the edit was not saved and what
to do next

## Linked Issues or Issue Description

**What happened**
Two sessions edited the same queued message. The older save got `409
queued_comment_revision_conflict`. The composer still said "Editing
queued message" and showed no error.

**Expected behavior**
The composer tells the person that the queue changed in another session,
keeps the text, and lets them save again.

**Steps to reproduce**
1. Queue a message on a task with a running agent.
2. Open the task in two tabs and start editing the queued message in
both.
3. Save in the second tab, then save in the first tab.
4. See no error in the first tab.

## What Changed

- `TaskChatComposer` shows a save failure for a queued message edit in
its existing `role="alert"` line
(`data-testid="task-chat-queued-edit-error"`). The error clears when the
edit ends or a new save starts.
- `api/errors.ts` has copy for `queued_comment_revision_conflict`,
`queued_comment_stale_queue`, `queued_comment_stale_target` and
`queued_comment_not_pending`.
- The existing queue refresh after a 409 updates the revision, so a
second save works.

## Verification

- Red then green: `cd ui && npx vitest run
src/components/task-chat/TaskChatComposer.test.tsx` (new test `shows why
a concurrent queue change rejected the save and keeps the edit` fails on
`master`; all 146 pass with the change).
- `npx vitest run src/components/TaskChatThread.test.tsx
src/api/errors.test.ts` (479 passed).
- `pnpm check:token-gates`: all gates clean.
- `tsc --noEmit -p ui`: no errors outside unrelated Storybook files.

## Risks

- Low risk. UI copy only, no new API. A stale edit now shows a short
error line in addition to the "Queued message changed" label.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 13:37:31 -06:00
Nicky LeachandPaperclip 98ce93dd4e Choose project storage from compatible environments (#20587)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Projects supply repository files to agent runs through core staging
or a storage plugin.
> - A storage plugin's default claim silently attached new projects even
when their agents used a different environment.
> - An environment name or driver type does not establish shared storage
access. The existing binding and task-driver contracts do.
> - This pull request groups creation choices by that contract and
selects storage from the creator's effective environment.
> - The benefit is a visible, validated choice and a clear error before
an incompatible managed workspace operation.

## Linked Issues or Issue Description

Fixes #20459.

Related: #20156 covers a separate provider-failure diagnostic. The PR
search found no other fix for #20459. ROADMAP.md has no duplicate
project-creation change.

## What Changed

- Show **Available in** when configured environments require different
project storage. Each option names the environments that can use the
same storage owner. Hide the selector when all choices are compatible.
- Derive compatibility from repository staging and managed binding
ownership. Local, SSH, and sandbox environments use core staging.
Managed storage requires a registered task driver from the same
installed storage plugin. Separate storage plugins remain incompatible.
Unknown plugin contracts and the fake sandbox are excluded.
- Follow the creating agent's environment, or the person's primary
agent, then the instance default and local fallback. Apply managed-only
and forced Kubernetes policy. The product has no separate user or
company environment-default field today.
- Add a company-authorized discovery endpoint and an optional creation
`environmentId`. Validate the choice again on save. Store the storage
owner without overriding agent run environments. Preserve explicit API
storage choices and existing project ownership.
- Keep the hidden repository-free private-task project independent of
environment availability. Submit the observed storage owner as
`expectedStorageProviderPluginId` so a changed contract fails at save
without setting a workspace policy. Instance task-isolation defaults
stay inherited.
- Reject an incompatible managed workspace before a provider operation.
Name the storage and selected environment in the error. Add regression
tests, API documentation, creation-story fixtures, and minimal
corrections to obsolete map text.

## Verification

- **102 tests passed across 7 files:** project environment integration,
installed storage policy, repository persistence, project environment
routes, project creation telemetry routes, OpenAPI, and
NewProjectDialog. Run with `node node_modules/vitest/vitest.mjs run
server/src/__tests__/project-environments.test.ts
server/src/__tests__/project-workspace-provider.integration.test.ts
server/src/__tests__/project-repositories-persistence.test.ts
server/src/__tests__/project-routes-env.test.ts
server/src/__tests__/project-goal-telemetry-routes.test.ts
server/src/__tests__/openapi-routes.test.ts
ui/src/components/NewProjectDialog.test.tsx --silent`.
- The review fixes cover both archived-default private-task cases and
changed-storage rejection. With both instance isolation flags enabled, a
new core repository project keeps a null policy and resolves to an
isolated Git worktree. The complete affected set passes all 102 tests.
- The CI query-error policy failure was fixed by using the shared query
view. The form and shared query-view suites pass **24 tests**, including
cached choices during a transient refetch failure. `node
scripts/check-query-error-rendering.mjs --enforce --summary` reports
zero findings.
- CI exposed stale SDK source hashes and heartbeat fixtures that paired
plugin storage with Local. Refreshed exactly four shared-source hashes
with the maintained generator (runtime pins unchanged). All **53 SDK
privacy/source-proof tests**, including real built SDK output, pass. All
**7 corrected managed-storage heartbeat scenarios** pass; the fixtures
declare the owning plugin's task environment and substitute transport at
the existing execution seam.
- Shared and UI TypeScript checks pass. The UI production build passes.
`pnpm check:token-gates`, `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and diff checks pass.
- Tested UI states: compatible choices, incompatible groups, default
within a group, manual override, create failure, loading, discovery
failure and retry, and an unavailable default. Tests use the production
form and existing design tokens.
- The integration tests use real isolated PostgreSQL on macOS arm64 with
Node 26.12.0. They cover user/agent defaults, storage persistence,
policy restrictions, company and authentication denials, and rejection
before a provider call. Discovery uses saved configuration and makes no
worker or provider requests.
- Local verification limits: `pnpm -r typecheck` and `pnpm build` stop
in unchanged adapter-utils code because the installed ACPX types lack
`inheritProcessEnv`. A direct server check also finds an unchanged AI
SDK type-version mismatch. The existing heartbeat test `inherits the
instance default environment across companies while preserving explicit
agent overrides` times out at line 518 on both this change and
unmodified master with the same dependencies. The full `pnpm test:run`
attempt passed all six chat shards (1,948 tests), then the Git workspace
expiration suite reported 14 failures. I stopped that broad run. Two
sampled failures reproduce on unchanged master with the same
`unknown_worktree_git_files` refusal; the other expiration failures were
not independently compared. A later broad workspace-preparation run also
hit workspace validation failures and was stopped; the seven corrected
fixture scenarios pass independently. These limits do not establish a
full local suite pass. Hosted CI remains required.
- Initial missing-package and loopback-denial failures were resolved by
repairing isolated dependency links, building the SDK, and running
database tests with loopback access. No deployed or live-provider
execution is claimed.

## Risks

- Creation defaults now follow the effective environment. A plugin's
`defaultForProjects` claim alone no longer selects storage. This is the
intended behavior change.
- Compatibility covers repository project storage. It does not guarantee
arbitrary host paths, retained-workspace moves, adapter/image support,
credentials, or worker readiness. Matching provider configs cannot prove
a cross-plugin storage contract.
- A person's primary agent supplies the personal default because there
is no separate personal environment setting. An unavailable configured
default requires a valid explicit choice or a configuration repair.
- No migration runs. Existing projects keep their storage owner. This
change does not detach existing managed data or provide a storage
migration.
- Full local verification has the limits listed above. CI and standard
Greptile review are pending.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact serving snapshot 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>
2026-11-10 17:38:31 +00:00
DottaandClaude Opus 5.5 7329eaf353 perf(ui): open sidebar Recents tasks from cache (#20450)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI sidebar has a Recents list of the tasks a person opened
last
> - The Recents list renders from a local snapshot, but its links had no
warm-up. A click waited for the task-detail code and about nine
first-frame reads
> - Task lists (Inbox, Tasks) already warm a task on hover, press and
click, and #20355 added a batched `chat-bootstrap` read that had no UI
consumer
> - The hosted database is CPU-bound, so a fix must add at most one read
per page load and must not compete with the page's own reads
> - This pull request gives Recents the same open-intent prefetch as
task lists, warms the task-detail code, and preloads the top ten recent
tasks with one `chat-bootstrap` request after the page is idle
> - The benefit is that a click on a recent task shows its chat from
cache, without a wait for the API

## Linked Issues or Issue Description

Refs #20355 (server read this PR consumes). Builds on #20389, #20398 and
#20419.

**Is your feature request related to a problem?**
Opening a task from the sidebar's Recents was slower than opening it
from a task list. The Recents links had no prefetch. The task page
waited for its first-frame reads after the click.

**Describe the solution you'd like**
Recents links use the task lists' open-intent prefetch. When the page is
idle, one batched request loads the first frame of the most recent tasks
into the task page's caches.

**Describe alternatives you've considered**
Per-task prefetch of every recent task. That makes up to ten times nine
requests per page load, which the hosted database cannot afford.

**Additional context**
I searched open PRs and remote branches for "chat-bootstrap" and
"instant task opens". The only related work is the server-side branches
that merged as #20355. There is no other in-flight UI consumer of
`chat-bootstrap`.

## What Changed

- `ui/src/hooks/useIssueNavigationPrefetch.ts`: the open-intent handlers
from `IssueLinkQuicklook` move into one hook (light warm on pass-over;
`history: true` on a resting hover or focus, a mouse or pen press, and a
click). `IssueLinkQuicklook` now uses the hook. Its behavior does not
change.
- `ui/src/components/RecentTaskNavItem.tsx`: one Recents link wrapper
that applies the hook. The classic list (`SidebarRecentTasks`), the
Coordinator task rows and `DesignSidebar` use it. `SidebarNavItem`
accepts the handlers through a new optional `linkHandlers` prop.
- Classic Recents links now open `/issues/<identifier>` (Coordinator
already did). The old UUID link remounted the task page after a redirect
to the identifier route.
- `ui/src/hooks/useRecentTaskOpenWarmup.ts`: when Recents shows a task,
it fires the task-detail code warm-up (`useWarmTaskDetailCode`). After
two frames, a visible tab, no fetching queries and an idle callback, it
sends one `issues/chat-bootstrap?ids=` request for the ten most recent
tasks. It skips tasks whose first frame is cached and fresh. It sends no
request for an empty list or a hidden tab. It sends at most one request
per account per page load. Unmount or an account change aborts the
request.
- `ui/src/lib/issueChatBootstrapCache.ts`: `seedIssueChatBootstrap`
writes each field under the keys the task page reads, for the requested
ref, the id and the identifier: core issue, recent comments, comment
input facts (one batch, through the new `seedIssueIdBatch`), recent
activity, the recent run window (through the new shared
`buildRecentIssueRunWindow`), interactions, attachments, live runs and
active run. An explicit `null` active run is stored. A missing field is
not stored. It does not replace data that is as new or newer, data with
a read in flight, or data with a pending invalidation. Keys whose page
merges observed history (comments, activity, runs, input facts) are
filled only when empty. Items for another company are ignored.
- The seed fills the `?view=core` key, not the full detail key.
`seedIssueDetailCache` is not used: the core payload cannot stand in for
the detail read's related data, and seeding it there would suppress that
read.
- `issuesApi.chatBootstrap` client method.
- `tests/perf/collections/recent-task-open.spec.ts` and its README
section.

## Verification

Local disposable instance (`local_trusted`, production UI build,
embedded PostgreSQL, collection fixture plus 12 comments on each of 8
recent tasks, streamlined UI with the Coordinator sidebar). Journey:
open Projects with 8 Recents, wait for network idle plus 3 s, click a
recent task, measure until its latest comment is on screen. Each run
uses a fresh browser context (empty HTTP cache and storage apart from
Recents). Median of 5 runs, same server and fixture for both arms:

| Arm | Click to first chat frame | Idle page API requests |
| --- | --- | --- |
| `master` (b6f4008f9b), loopback | 227 ms (first run: 249 ms) | 24
(range 21–25) |
| This PR, loopback | 134 ms | 22 (range 21–27) |
| `master`, +150 ms on each API response | 455 ms | 19 |
| This PR, +150 ms on each API response | 135 ms | 20 (+1
`chat-bootstrap`) |

With added latency, the first frame no longer depends on API latency.

- `PAPERCLIP_COLLECTION_PERF_BASE_URL=http://127.0.0.1:<port> pnpm exec
playwright test --config tests/perf/collections/playwright.config.ts
recent-task-open.spec.ts recent-task-summaries.spec.ts`: 5 passed. On
`master` the two assertion cases fail (0 `chat-bootstrap` requests; 10
first-frame reads after the click).
- Reads that still follow a click on a preloaded task: full detail (`GET
/issues/:id`), `work-products`, `documents`, `feedback-votes`,
`tree-control/state`, `tree-holds`, `runner-goal`, `browsers`, and the
`read` mark. The `chat-bootstrap` payload does not cover them. None
gates the chat's first frame (the frame shows at 135 ms while every API
response waits 150 ms).
- Unit tests: `RecentTaskNavItem.test.tsx` (intent levels, href),
`useRecentTaskOpenWarmup.test.tsx` (one request for the top ten, code
warm-up, wait for page reads, hidden tab, fresh entries skipped, once
per account, user isolation, abort on unmount),
`issueChatBootstrapCache.test.ts` (each key in the endpoint shape,
`null` versus missing fields, company isolation, no downgrade of newer,
in-flight or invalidated data, merge keys filled only when empty).
- `ui` Vitest: `src/components src/hooks src/lib src/api` 694 files
passed; `src/pages src/App src/context` 188 files passed. `pnpm
check:token-gates`: clean. `pnpm verify` exits 2 because a `tests/` file
is a global CI input; required CI supplies the broad coverage.

## Risks

- Low to medium. One extra read per page load when Recents has tasks
without a fresh cached first frame. The read starts only after the
page's own queries settle, and the server reads at most two tasks at a
time.
- A live event that arrives while the preload is in flight, for a task
with no cached keys, can leave seeded data up to 30 s old until the next
live event or the next open after the stale time. Inbox hover prefetch
has the same window.
- Classic Recents links now use the identifier route instead of the UUID
route. The task page already redirected UUID links to this route.
- `tests/perf/collections` is a manual suite. CI does not run it.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, in Claude Code with
tool use (shell, file edits, browser automation through Playwright).
Standard 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
- [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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 08:00:13 -06:00
DottaandClaude 1e13c58a4e fix(heartbeat): name the cause of generic adapter failures and keep SQL text off the board (#20483)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeat run settlement records why a run failed, and the board
shows that record.
> - Runs that fail without a named code settle as `adapter_failed` (or
`setup_failed`) with no cause.
> - A user, an operator, and the restart chaos harness cannot tell what
went wrong from such a run.
> - Some run errors also show raw SQL statement text to users.
> - This pull request records a bounded `failureCause` code for generic
failures, shows it on the board, and keeps SQL text out of run errors.
> - The benefit is that a generic failure now names its cause, for
example "adapter failed (40001)", without leaking messages, SQL, or
secrets.

## Linked Issues or Issue Description

Refs #20385 (the nested-cause extraction this change reuses). Related:
#20421 (restart chaos universal checks U1-U4).

**What happened?**

The restart chaos audit of 79 saved waves found 30 failed runs with
`errorCode: "adapter_failed"` and a null or generic error. Every U3
("diagnosable") warning was `adapter_failed`. Nobody could tell what
failed. Some board run errors also showed raw SQL statement text from
wrapped database errors (Drizzle `Failed query: ... params: ...`).

**Expected behavior**

A run that fails with a generic code names a short, safe cause. The
board shows the cause next to the stop reason. Run error text never
shows SQL statements or their parameters.

**Steps to reproduce**

Make an adapter throw a wrapped database error (an `Error` whose nested
`cause` has `code: "40001"` and whose message has a Drizzle `Failed
query:` statement). Before this change, the run settles as
`adapter_failed` with no cause, and `heartbeat_runs.error` contains the
SQL statement and parameters. The new tests in
`server/src/services/heartbeat/run-completion.test.ts` reproduce this.

## What Changed

- Runner: move the #20385 event-commit cause extraction into
`safeErrorCauseCode`
(`packages/paperclip-runner/src/control-plane/safe-error-cause.ts`) and
export it. The Runner's own diagnostics use the same function, unchanged
in behavior.
- Shared: add the `failureCause` contract
(`packages/shared/src/run-failure-cause.ts`): one `[A-Za-z0-9_.:-]`
token of at most 80 characters, `normalizeRunFailureCause`,
`readRunFailureCause`, and `withoutSqlStatementText`.
- Server: add `server/src/services/heartbeat/run-failure-cause.ts`.
Settlement records `resultJson.failureCause` only when the code is
generic (`adapter_failed`, `setup_failed`). `errorCode` stays the same.
- Thrown errors (`failRun`, `failRunSetup`): `provider_http_<status>`,
else `provider_<category>`, else the first safe code in the error and up
to three nested causes (`40001`, `ECONNRESET`), else the error class
name, else `unknown_error`.
- Adapter results without a code (`completeRun`): the error family,
`signal_<name>`, `process_cancellation_failed`, `exit_code_<n>`,
`adapter_reported_error`, or `unknown_error`.
- The failure log lines (`heartbeat execution failed`, `heartbeat
execution setup failed`, and a new `heartbeat run failed` warning for
generic adapter results) include `failureCause` and `errorCode`.
- Server: replace SQL statement text in run error text with "Database
query failed (<cause>)" at all three settlement paths, including the
cancelled branch. The execution blocker's `runError`, the attention
inbox (failed-run excerpt and metadata), and continuation summaries
apply the same replacement on read, so older rows also stop showing SQL
there.
- Server: Retry admission and failed-preparation replay accept only a
closed set of `resultJson` keys. `failureCause` is added to each of
those lists (`task-retry.ts`, `chat-channels/failed-run-retry.ts`,
`cancelled-native-startup.ts`, `fresh-workspace-continuation.ts`). It is
a diagnostic code with no execution or replay authority, so a
failed-preparation run stays retryable.
- Server: `runsForIssue` returns a validated top-level `failureCause`.
It is null for older rows, non-string JSON values, and malformed values.
- UI: `RunForIssue.failureCause`; `IssueRunLedger` shows "adapter failed
(40001)". Older runs keep "adapter failed". The Storybook run-ledger
fixture has a failed run with a cause.
- Restart chaos harness: run samples keep `failureCause`. U3 treats a
generic code with a specific `failureCause` as diagnosable. A bare
`Error`, `unknown_error`, or the no-code fallback
`adapter_reported_error` still counts as vague. U3 stays a warning.
- Docs: `doc/run-log-events.md` and the harness README describe the
field and the SQL replacement.

## Verification

- Red before the fix: the four new `run-completion.test.ts` cases failed
against `origin/master`'s `run-completion.ts` (no `failureCause`, SQL
text in `error`).
- Green:
- `server/src/services/heartbeat/run-completion.test.ts`: all tests
passed (real embedded PostgreSQL). New cases cover a nested `40001`
three levels deep for execution and setup failures, SQL and a secret
parameter absent from `error` and `resultJson`, the bound (an
81-character code and a SQL "code" fall back to the class name),
`exit_code_137` for a code-less adapter result, a cancelled result with
SQL text, no cause for a named code, and the log line. On this loaded
host the suite's `afterAll` database teardown hit its 30 s hook limit
after every test passed (the known local teardown limit, also seen in
#20385). CI runs the suite.
- `server/src/services/heartbeat/run-failure-cause.test.ts` (4),
`server/src/__tests__/activity-service.test.ts` (recorded, legacy,
malformed, overlong, boolean, and number cause projections),
`server/src/__tests__/issue-continuation-summary.test.ts` (legacy SQL
row).
- `packages/shared/src/run-failure-cause.test.ts` (6),
`ui/src/components/IssueRunLedger.test.tsx` (21), restart chaos
`universal.test.ts` and `observer.test.ts`.
-
`packages/paperclip-runner/src/control-plane/durable-prp-control-plane.test.ts`:
207 passed (the stall-diagnostic cases still read `40001` and
`ECONNRESET`).
- Typecheck: shared, runner, server (all layers), UI, restart chaos
harness. `pnpm check:token-gates`: all gates clean.
- `pnpm verify` returned exit 2 (global doc input changed); required CI
supplies broad coverage.
- CI on `6295f8d` found that the new key made failed-preparation runs
ineligible for Retry (`chat-channels.integration.test.ts` saved
board-message Retry got 409;
`workspace-recovery-preparation-dispatch.test.ts` dispatched 0 Retries).
Both reproduced locally and pass after the allowlist fix, with the other
459 Retry cases in `chat-channels.integration.test.ts` and all 25 in
`workspace-recovery-preparation-dispatch.test.ts`.
- No chaos waves were run. Storybook was not opened in a browser; the
fixture typechecks and the label is covered by the UI test.

## Risks

- Low risk. `errorCode` values do not change, so retry, recovery, and
comparison logic is unaffected.
- No schema change and no migration. `failureCause` is a new optional
`resultJson` key. Rows saved by the previous release have no key and
render as before; a new row read by an old server is ignored.
- The SQL replacement only acts on a Drizzle `Failed query:` marker, or
on `$n` placeholder text with a statement shape. Ordinary error text
does not change. When it acts, it also drops the text after the
statement.
- Code that checks `resultJson` against a closed key list must allow
`failureCause`. I found and updated the four lists on the Retry path; a
list I missed would refuse a Retry for a run with a generic failure.
- This is the run log / instance database path. It adds no Telemetry
event.
- The server failure log line still logs the raw error message
(unchanged behavior); only the board-facing text is changed.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file editing) and code execution for
tests.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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 <noreply@anthropic.com>
2026-11-10 02:14:53 -06:00
Nicky Leach 8809f44b5e Connect Codex and Claude login to agent computers (#20417) 2026-11-09 22:12:49 -08:00
DottaandClaude Opus 5.5 9a4a5066fa perf(inbox): stop optional reads from holding Mine rows hidden (#20407)
> Follows #20388, which merged to `master` as `50df9a19b9`. This branch
now includes `origin/master`, so its diff carries only this PR's change:
`ui/src/pages/Inbox.tsx`, `ui/src/pages/Inbox.test.tsx`,
`ui/src/api/approvals.ts` and `ui/src/api/access.ts`.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox is the first page a board user opens to see the tasks
that need them
> - The page hides task rows until every inbox read finishes, including
reads that do not change the rows
> - A slow user directory, approvals or join-request read therefore
delays every task row, and a stalled read keeps the skeleton up
> - Loading is also a layout contract: content that arrives late must
not push visible rows down or reset keyboard selection
> - This pull request removes the user-directory gate where names only
fill row text, and bounds the approvals and join-request gates so a
failure or stall cannot hold rows hidden
> - The benefit is that a slow optional read no longer hides task rows,
and the rows still do not move when late data arrives

## Linked Issues or Issue Description

Refs #20388

**What existing behavior does this improve?**
The Mine inbox reveal gate waits for every source, including the user
directory, approvals and join requests.

**Subsystem affected**
Board UI inbox (`ui/src/pages/Inbox.tsx`).

**Current behavior**
If the user directory is slow, every task row waits for it, although
user names only fill text in the rows. If approvals or join requests
stall, the skeleton stays up until the request ends.

**Proposed behavior**
Rows reveal on session, experimental settings, `inbox/mine`, dismissals,
agents and projects. The user directory fills names in place. Approvals
and join requests can delay rows for one attempt of at most 10 s.

**Reason and benefit**
A slow optional read no longer hides the task list. A failed read shows
the existing "Some inbox items couldn’t load" banner with a retry
instead of a skeleton.

**Breaking changes**
None.

## What Changed

- User directory: it no longer gates task rows. It still gates rows when
they are grouped by assignee, because user names name and order those
groups.
- Approvals and join requests: they still gate rows (see "Kept gates"
below). The gate now covers only the first attempt (`isLoading &&
failureCount === 0`). That attempt uses a 10 s request timeout
(`INBOX_OPTIONAL_READ_TIMEOUT_MS`). After a failure or timeout, rows
reveal and the query retries in the background.
- Timeout notice: a timed-out approvals or join-request read is a
transient error, which the inbox hides. Once the app's retries end, the
inbox now shows the "Some inbox items couldn’t load" notice and "Retry
missing items" button for a `TIMEOUT` on those reads. Other transient
errors stay hidden as before.
- `approvalsApi.list`, `accessApi.listJoinRequests` and
`accessApi.listUserDirectory` accept optional `RequestOptions` (signal
and timeout). Other callers do not change.
- Tests in `ui/src/pages/Inbox.test.tsx` ("optional reads and the reveal
gate"):
- rows reveal while the user directory is pending, and keep their order,
their DOM nodes and the keyboard selection when it arrives;
  - assignee grouping still waits for the user directory;
  - a delayed approvals read holds rows (the kept layout guarantee);
- a failed approvals or join-request read reveals rows with the retry
banner and no skeleton;
- after one failed attempt, rows reveal while the approvals read
retries;
  - a stalled approvals read times out and reveals rows;
- approvals or join requests that keep timing out under the app retry
policy (`shouldRetryRequest`) show the missing-items notice and retry
button.

### Kept gates

Approvals and join requests stay in the gate. On Mine they sort in among
the task rows by time (`getInboxWorkItems`). A pending approval is
usually recent, so it sorts near the top. If it arrived after the rows
were visible, it would push every task row down by one row. I could not
reserve space for it, because the count is unknown until the read
returns, and an empty reserved slot would collapse and shift the rows
the other way. So I kept these two gates, and I bounded them so they
cannot hold rows hidden on failure or stall.

Keyboard selection already follows the selected row by key, so late data
does not reset it. The user-directory test checks this.

## Verification

Focused checks on this revision:
- `cd ui && npx vitest run src/pages/Inbox.test.tsx
src/api/access.test.ts`: all passed (91 Inbox tests).
- Red/green: with the #20388 versions of `Inbox.tsx`, `approvals.ts` and
`access.ts`, three new tests fail (user directory pending, retry after
first failure, stalled approvals). They pass with this change. The other
four pin guarantees that already held.
- Review fixes: the timeout-notice tests fail without `eb5d55da86` and
pass with it. `cd ui && npx vitest run src/pages/Inbox.test.tsx`: 94
passed.
- After merging `origin/master` (`54d73aef19`): `cd ui && npx vitest run
src/pages/Inbox.test.tsx src/api/execution-workspaces.test.ts`: 101
passed. `pnpm --filter @paperclipai/ui typecheck`: passed.
- CI note: on head `e438e16c80`, `ci / e2e shard (3/8)` failed in
`planning-mode-visual-verification.spec.ts` (the first task's
`task-chat-composer-mode` did not appear within 30 s). That journey runs
onboarding into the first task chat. It does not open the inbox or use
the changed reads, so I treat it as unrelated. The other 33 tests in the
shard passed. The new head reruns it. `pnpm check:token-gates`: clean.
- `pnpm verify --base perf/inbox-referenced-workspaces` selected 2,219
Vitest files because `ui/src/api/access.ts` is imported widely. I did
not run that broad set locally (the shared host was under heavy load).
Required CI supplies that coverage.

Performance (same local fixture as #20388: authenticated mode, non-admin
member, 8,750 execution workspaces, 38,750 tasks, production UI bundle,
headless Chromium, new context per run). The host load average was about
30–48 from other work, so I used alternating pairs.

| Scenario | #20388 | This PR | Median paired saving |
| --- | --- | --- | --- |
| No injected delay, 6 pairs | median 870 ms (747–1,922) | median 1,046
ms (795–2,002) | mixed signs, no measurable change |
| User directory delayed 3 s, 5 pairs | median 3,980 ms (3,852–6,048) |
median 1,096 ms (698–1,263) | 2,814 ms |
| Approvals stalled 20 s, 1 run each | 20,829 ms | 10,737 ms | — |

On this fixture the optional reads finish before `inbox/mine`, so this
PR does not change the normal cold load. It helps when an optional read
is slower than `inbox/mine`, for example under server load.

## Risks

- Low risk. The change only removes or bounds waits for reads that do
not decide row order.
- Assignee names can appear a moment after the rows on a slow user
directory. The rows keep their height and position.
- If approvals or join requests time out on every retry, the notice and
retry button appear. If they time out and later succeed, they insert
into the list after the rows are visible. This happens only in that
failure path.
- The 10 s timeout applies to these inbox reads only. Other pages that
read the same data do not change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edit, headless browser). Extended reasoning on.

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 20:29:47 -06:00
Devin FoleyandClaude Opus 5.5 5570debc5b fix(ui): stop reporting cancelled queries to Sentry (#20430)
React Query's CancelledError keeps the default Error name, so the
name-based abort check never matched it. A query cancelled with
revert: false (for example by the persisted cache when an issue read
is denied or the account changes) reached the query cache onError as
an "unknown" error and was sent to Sentry. Recognize it by class.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 17:43:34 -08:00
DottaandClaude Opus 5.5 50df9a19b9 perf(inbox): read only the execution workspaces Mine rows reference (#20388)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox is the first page a board user opens to see the tasks
that need them
> - The page loaded the company's full execution-workspace summary list
and kept task rows hidden until that list arrived
> - On a company with thousands of workspaces, that read checks each
workspace row against the privacy predicate. It was the slowest request
on the page
> - The inbox needs workspace names only for the workspaces its rows
reference, and only when the view shows workspace data
> - This pull request adds an `ids` filter to the summary read, makes
the inbox request only referenced workspaces, and stops rows from
waiting for workspace data when the view does not show it
> - The benefit is that Mine rows appear when the task data arrives, and
the workspace read becomes a small bounded query

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The Mine inbox (`/:companyPrefix/issues?view=mine`) shows its task rows
late on companies with many execution workspaces.

**Subsystem affected**
Board UI inbox and the execution-workspace summary API.

**Current behavior**
The page calls `GET
/api/companies/:id/execution-workspaces?summary=true` with no filter. On
a large company this returned 8,758 rows (2.5 MB) and took 12.3 s on the
server. The reveal gate included this read, so rows appeared at 13.4 s
although `inbox/mine` arrived at 1.6 s.

**Proposed behavior**
The inbox requests summaries only for the workspaces its rows reference.
Rows appear when the Mine task data arrives, unless the view shows
workspace data.

**Reason and benefit**
The workspace read becomes a small bounded query, and it leaves the
critical path for the default Mine view.

**Breaking changes**
None. The `ids` parameter is optional and additive.

## What Changed

- `packages/shared`: add `executionWorkspaceSummaryIdsQuerySchema`
(comma-separated UUIDs, 1–100 distinct values) and
`EXECUTION_WORKSPACE_SUMMARY_IDS_MAX`.
- `server`: `GET /companies/:companyId/execution-workspaces` accepts
`ids`. Bad input returns 422. The service adds
`inArray(execution_workspaces.id, ids)`. The company scope and the actor
read condition still apply, so privacy does not change.
- `ui/src/api/execution-workspaces.ts`: `listSummaries` accepts `ids`.
New `listSummariesByIds` reads ids in chunks of 100 and concatenates the
results.
- `ui/src/pages/Inbox.tsx`: the workspace query is keyed on the sorted
distinct `executionWorkspaceId`s of the rows the inbox holds (Mine,
touched, context and remote search issues). It uses `keepPreviousData`
and runs only when isolated workspaces are on and at least one id
exists.
- Reveal gate: rows wait for the workspace read only when workspace data
changes what the rows show. This is workspace grouping, a visible
Workspace column, or an active search (workspace names are searchable).
Otherwise rows reveal without it.
- Tests: route ids pass-through and 422 cases (non-uuid, empty,
separators only, more than 100); service test for the id filter with
company scope and the read condition; UI api chunking test; Inbox tests
for "rows reveal while the workspace read is pending when no workspace
column or grouping is active", rows waiting when the Workspace column is
visible, and "shows the resolved isolated workspace name" with the
id-filtered call.

Follow-ups (not changed here, they still read the unfiltered list):
- `ui/src/pages/LegacyInbox.tsx:772`
- `ui/src/components/IssuesList.tsx:985`
- `ui/src/components/LegacyIssuesList.tsx:888`
- `ui/src/components/NewIssueDialog.tsx:570` (filtered by project and
reuse, but not by ids)

## Verification

Focused checks on this revision:
- `cd server && npx vitest run
src/__tests__/execution-workspaces-routes.test.ts
src/__tests__/execution-workspaces-service.test.ts -t "summar|ids"`: 14
passed (embedded Postgres ran the service test).
- `cd ui && npx vitest run src/api/execution-workspaces.test.ts
src/pages/Inbox.test.tsx`: all passed.
- `pnpm --filter @paperclipai/server --filter @paperclipai/ui --filter
@paperclipai/shared typecheck`: passed.
- `pnpm check:token-gates`: clean.
- `pnpm verify` selected 2,481 Vitest files (the shared validator change
reaches most suites). I stopped it at a 25-minute limit on a heavily
loaded shared host. Before the limit, three server tests outside this
change failed: `agent-commentary-skills` (skill mount),
`agent-config-read-access` (24.8 s timeout) and
`agent-directory-working-copies`. Required CI supplies the full
coverage.
- Review fix `fc3f82dae0`: when workspace data is visible, the reveal
gate also waits while `keepPreviousData` supplies the previous id set's
summaries. A new test switches Mine → Recent to a new workspace and
checks the Recent row stays hidden until its workspace loads. It fails
without the change.
- Follow-up commits `bf34f84823` and `8fc743b5ca` add a 100-row Mine
test with a counted workspace id scan. It fails with the old `= []`
defaults and passes with the stable `NO_ISSUES` default.

Performance (local, synthetic fixture):
- Instance: isolated worktree instance, `authenticated` mode, signed in
as a non-admin company member so the real workspace privacy predicate
runs. Production UI bundle (`PAPERCLIP_UI_DEV_MIDDLEWARE=false`).
Headless Chromium 1440×900, a new browser context per run (cold HTTP
cache and cold query cache). macOS, Apple Silicon, with other local
sessions running.
- Fixture: 8,750 execution workspaces (each with a source task and a
privacy-source key), 38,750 tasks, 150 Mine tasks; the Mine snapshot
returns 100 rows that reference 100 workspaces.
- Finish event: the first `[data-slot="task-row"]` is in the DOM.

| Measurement | Before (`02bfe71a6b`) | After |
| --- | --- | --- |
| Cold time to rows, median of 7 | 1,209 ms (1,046–1,312) | 702 ms
(567–1,209) |
| Workspace summary read, server wait (time to first byte), median of 7
| 496 ms unfiltered, 2.0 MB | 18 ms with 100 ids, 22 KB |

The difference of medians is 507 ms. This is close to the unfiltered
read's wait on this fixture (about 550–590 ms in the browser runs). The
runs were sequential batches, not alternating pairs.

Limits: this fixture does not reproduce the 12.3 s server time seen on
the development instance. Here the unfiltered read cost 0.5–1.7 s and
grew with the company's task count. The browser gain on the original
instance should be close to that instance's unfiltered read time, but I
did not measure it there.

## Risks

- Low risk. The `ids` filter only narrows the existing query. It does
not change the read condition or the company scope.
- A row whose workspace is not readable by the actor shows no workspace
name, as before.
- When the Workspace column or grouping is visible, rows still wait for
the workspace read. That read is now small.
- When the id set changes, the query refetches all chunks. Before a view
first reveals, rows wait for the new summaries if workspace data is
visible. After that, the previous names stay visible while a refresh
loads.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edit, headless browser). Extended reasoning on.

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 18:02:55 -06:00
DottaandClaude Opus 5.5 7e93ccb4b3 perf: fetch recent task summaries in one request (#20389)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI sidebar shows the person's recent tasks on every page,
including the Mine inbox
> - The sidebar refreshes those rows through `GET
/companies/:id/issues/summaries`, which accepted at most five IDs
> - `useRecentTasks` sent the chunks one after another, so a 25-task
history cost five sequential requests
> - On staging each request took 3–6 s, so the recent-task rows settled
about 20 s after load and every request competed with the inbox rows
> - This pull request raises the per-request cap to 50 and fetches any
remaining chunks in parallel
> - The benefit is one summaries request for a typical history instead
of a serial chain

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The refresh of the sidebar's recent tasks on page load.

**Subsystem affected**
Board UI (`ui/src/hooks/useRecentTasks.ts`) and the `/issues/summaries`
route bound (`packages/shared`, `server/src/routes/issues.ts`).

**Current behavior**
A history of N recent tasks sends ceil(N/5) summaries requests in
series. Measured on staging on 2026-11-09 for a cold Mine load: five
requests of five IDs, started at 1.0 s, 4.3 s, 8.1 s, 12.3 s and 18.4 s,
each taking 3.3–6.1 s.

**Proposed behavior**
Up to 50 recent tasks are one request. Longer histories send their
chunks at the same time.

**Reason and benefit**
The staging server is saturated, so each extra serial round trip delays
the sidebar and the inbox rows. One request removes four round trips
from a typical load.

## What Changed

- `ISSUE_SUMMARIES_MAX_IDS` is now 50 (was 5). The shared validator, the
route's 400 message, the service guard and the OpenAPI description use
the new bound.
- `useRecentTasks` builds all chunks first and fetches them at most
three at a time (`RECENT_TASK_SUMMARY_CONCURRENCY`). The recent list has
no size cap, so this keeps a long history from becoming a burst. The
cache key, omission handling and pruning are unchanged. A failed chunk
still fails the batch, so nothing is pruned on a partial failure.
- Tests: the route test accepts exactly `MAX` IDs and rejects `MAX + 1`;
a hook test checks that at most three chunks are in flight; the API test
uses the constant; `useRecentTasks` tests cover a 25-task history in one
request and a 103-task history with three chunks in flight together,
with and without a failed chunk.
- New browser check
`tests/perf/collections/recent-task-summaries.spec.ts`: a Mine load with
a 12-task history sends summaries requests that each carry all 12 IDs,
and the server answers 200 with all 12 tasks.

## Verification

- `pnpm verify` (selected Vitest files) passes.
- `server`: `npx vitest run src/__tests__/issue-summaries-routes.test.ts
src/__tests__/issue-display-status.test.ts` passes (embedded
PostgreSQL).
- `ui`: `npx vitest run src/hooks/useRecentTasks.test.tsx
src/api/issue-summaries.test.ts
src/components/task-chat/TaskChatBlockerLinks.test.tsx
src/components/CoordinatorSidebar.test.tsx
src/components/SidebarRecentTasks.test.tsx` passes.
- Browser check against a disposable local instance:
`PAPERCLIP_COLLECTION_PERF_BASE_URL=http://127.0.0.1:<port> pnpm exec
playwright test --config tests/perf/collections/playwright.config.ts
recent-task-summaries.spec.ts`. It passes on this branch. With
`master`'s hook and constant it fails: three requests of 5, 5 and 2 IDs.

## Risks

- Low risk. The route still validates UUIDs, deduplicates, and applies
the same read authorization per row. Blocker attention is computed with
set-based queries, so 50 IDs is the same number of queries as 5.
- During a rolling deploy, a new UI against an old server would get a
400 for a history above five tasks. The server serves the UI bundle, so
both change together on a normal deploy. The sidebar keeps its stored
snapshot when the refresh fails.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, browser). 1M-token context window. Extended
thinking was off.

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 17:42:32 -06:00
DottaandClaude Opus 5.5 8fe524f796 fix(issues): let the board confirm an unidentified run stopped instead of an endless Retry wait (#20310)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Before a new attempt can start on a task, Paperclip must prove the
previous run's agent stopped, so two agents never work the same task at
once
> - A local native run can be interrupted after it asked to start the
runner but before it recorded the runner's process. The runner may have
saved state and started a provider, and provider processes can outlive
it, so the existing check (#19694) rightly refuses to assume the run
stopped
> - Today that case has no way out: every Retry is accepted and then
waits forever as `process_identity_missing` (storage chaos ST1, t02/t03)
> - This pull request makes the wait explicit and actionable. The task
explains why it waits, and a board operator who has checked can confirm
the run stopped; the parked Retry then starts at the click
> - A second shape from the Daytona storage baseline (t06) parked a
Retry with no reason at all: a follow-up was interrupted by a graceful
shutdown while it was still restoring its workspace. No provider ran,
but the restore hold kept the same agent held, so the Retry never
started
> - The benefit is that no Retry stays accepted-and-waiting with nothing
anyone can do

## Linked Issues or Issue Description

Refs #19831. Storage chaos wave `w-20261109T145628-s9902` (ST1), tasks
t02 and t03.

**What happened (CHA-3, run `3c3f6241`):**
- The run requested a runner launch (`native.process_start_requested`),
and a K2 restart hit before its process identity was recorded.
- After the restart, the resumed attempt failed on the storage outage.
The task was blocked.
- The board's Retry (202) was parked as `executionWait.reason =
process_identity_missing`: "The previous run has no verified stop
record."
- `recordUnidentifiedLocalRunnerStop` cannot prove the stop because this
run's runner saved control-plane state. Once that exists, a provider may
have started (#19694), and a provider is not guaranteed to carry
`--run-id` or `PAPERCLIP_RUN_ID` (the Codex provider env omits it on
purpose). The shared owner prover needs a PID, which the run never
recorded.
- Nothing could ever clear the wait.

**Daytona storage baseline `w-20261109T154810-s9911`, task t06:**
- The run succeeded. The follow-up was cancelled
(`continuation_task_ownership_changed`), and the next run was
interrupted by a graceful shutdown (`server_shutdown_interrupted`) 3 s
into `preparing`. It was restoring the saved remote workspace and had
launched no provider.
- Restore recovery saved the files (`workspaceRecovery.status:
recovered`, system recovery `complete`). But the
`legacy_execution_requires_reconciliation` restore hold releases only
for a different owner, or for a native Stop fenced before any provider
turn, so it kept the same agent held.
- The UI Retry returned 202 and parked with `executionWait.reason:
execution_recovery`, the generic wait, so the task showed a Retry that
never started.

Automatic proof needs the runner to record its identity before saving
state and to group provider processes under it. That is follow-up runner
work; this PR removes the endless wait now.

## What Changed

- `server/src/services/native-local-process-stop.ts`: new
`confirmUnidentifiedLocalRunnerStopped`. It accepts only a finished
native run of the task with no recorded process and whose latest launch
evidence is an unconfirmed launch on this host in a local environment.
It still refuses while a runner with `--run-id <run>` is running. It
records `native.local_process_stopped` with `basis: "operator_attested"`
and the attesting user. That is the receipt the existing continuation
gate already accepts.
- `server/src/routes/issues.ts`: `POST
/issues/:id/recovery-actions/confirm-run-stopped` (`runId`,
`stopEvidence` of 20 to 12,000 characters). It is board-only and
requires issue read plus `runtime:confirm_owner_stop`, like the other
stop attestations. It logs `issue.run_stop_confirmed` with the evidence,
promotes deferred intents for the issue, and resumes each parked task
Retry, so work starts at the click. Refusals return 409 with a code.
- `packages/shared`: `confirmRunStoppedSchema`, and the presentation
user action `confirm_run_stopped`.
- `server/src/services/task-interruption-presentation.ts`: a Retry
parked as `process_identity_missing` for a native run that recorded no
process now presents as waiting for the user (`canRetry: false`,
`userAction: "confirm_run_stopped"`), with a message explaining why and
who can act. A run with a recorded process keeps the existing
verification wait.
- UI:
- `ExecutionBlockerNotice` shows the explanation and, for users who can
confirm a stop, "Confirm it stopped" with a short evidence form.
- It reuses `PreviousServerStopConfirmation`, now with optional
`action`, explicit `runId` and `formId`, and a custom button label.
  - The Inbox names the action.

- `server/src/services/execution-blocker.ts`:
`interruptedPreparationBeforeProviderWorkCondition`. The restore hold
also releases for the same agent when the stopped run was a
system-interrupted preparation (legacy runtime never resolved, still
`preparing`) with no process identity, no runner or provider events, no
finalization or result, and every lease released with a confirmed stop.
It mirrors the existing interrupted-preparation proof and still requires
the completed workspace-recovery receipt. Auto-replay is unchanged; this
only lets the user's Retry or message start.
- Review fixes:
- `unidentifiedLocalLaunchRefusal` holds the endpoint's launch, host and
lease checks, and the presentation offers `confirm_run_stopped` only
when it passes.
  - The attested stop wakes cost accounting in the same transaction.
  - The confirmation form is keyed by task and run.
  - The route is registered in OpenAPI.

## Verification

Red/green (each new test fails against master and passes with this PR):
- `server/src/__tests__/issue-confirm-run-stopped-routes.test.ts`:
- The parked Retry presents `confirm_run_stopped` with the explanation.
- Confirming records the operator-attested stop and the activity entry,
satisfies the stop check, and resumes the parked Retry: its receipt is
coalesced into a newly started run.
  - It refuses with 409 while a runner for the run is running.
  - Agents and viewers get 403.
-
`ui/src/components/ExecutionBlockerNotice.confirm-run-stopped.test.tsx`:
the notice offers "Confirm it stopped" (and no dead Retry) and posts the
run and evidence. A viewer sees the explanation without the action.

- `server/src/__tests__/interrupted-preparation-restore-retry.test.ts`
(t06 shape):
  - The restore hold no longer blocks.
- A Retry is accepted and resumed into a started run, and the audit hold
keeps `replay: blocked`.
- The hold stays when a provider turn started, when a runner event was
recorded, when an operator stopped the run, or when the sandbox has no
stop receipt.
- `issue-confirm-run-stopped-routes.test.ts`:
- A case per refusal code checks the presentation keeps the generic wait
and the endpoint returns 409.
  - An `alreadyStopped` case.
  - An accounting-wake assertion.
- The UI test switches targets with stale evidence.

Regression and static checks:
- `ExecutionBlockerNotice`, `WorkspaceExportRecovery` and its control
tests: 74 passed.
- `tsc --noEmit` passes for `packages/shared`, `server` and `ui/src`.
`pnpm check:token-gates` is clean.

## Risks

- A board operator can now attest that an unidentified run stopped. The
attestation is permission-gated, requires written evidence, is
activity-logged, and is refused while a runner for the run is visibly
running. A wrong attestation could start a second agent beside an
orphaned provider, the same trust model as the existing previous-server
attestations.
- The confirmation component now accepts a run without a recovery
action. Existing callers pass the action as before.
- No schema migration.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 11:36:41 -06:00
DottaandClaude Opus 5.5 ef2b8d5324 fix(issues): make every Retry start work or say why (#20283)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When a task's run fails, the board recovers it with a Retry button,
so that button must either start work or say why it did not
> - An audit of every Retry-type button found three gaps. The task Retry
shown during a scheduled retry's countdown returned "accepted" but
changed nothing. A stale Retry looked like success in the Inbox. "Retry
now" skipped the task's read and change checks, so a member who cannot
see a private task could start its retry
> - This pull request makes the task Retry start a scheduled retry
immediately, makes every Retry that did not start work say why, and
gives "Retry now" the same authorization as the task Retry
> - The benefit is that no Retry click silently does nothing

## Linked Issues or Issue Description

Refs #19831. The board reported a dead Retry button. A read-only audit
of every Retry button confirmed:
- **Task Retry during a scheduled retry was a no-op.**
`TaskInterruptionPresentation.canRetry` is true in `retry_scheduled`, so
`ExecutionBlockerNotice` shows Retry. `requestTaskRetry` treats
`scheduled_retry` as busy and inserts a `coalesced` wake pointing at
that run. `resumeTaskRetry` reads only `deferred_issue_execution`, and
dispatch uses coalesced user wakes only to carry comments. Nothing
promoted the run: the API answered 202 `accepted: true` and the
countdown did not change.
- **A stale Retry looked like success.** `accepted: false, stale: true`
comes back as HTTP 200. The Inbox ignored `accepted` and opened the task
as if work had started. The task page showed no reason.
- **"Retry now" checked less than the task Retry.** It ran only
`assertBoard` and `getAccessibleResource`, skipping
`assertIssueReadAllowed` and `issue:mutate`. A company member who cannot
read a private task could promote that task's scheduled retry.
- **"Retry now" said nothing for some outcomes.** It toasted only
`promoted` and `gate_suppressed`.

## What Changed

- `server/src/services/task-retry.ts`: when the Retry coalesces into the
task's latest run and that run is `scheduled_retry` (with no other Retry
already active), the receipt returns `scheduledRetryRunId`.
- `server/src/routes/issues.ts`:
- `POST /issues/:id/retry` then promotes that run through the existing
`retryScheduledRetryNow`, the same path "Retry now" uses. It logs
`issue.scheduled_retry_retry_now` with `source: "task_retry"` and
returns `scheduledRetry: { outcome, message }`.
- `POST /issues/:id/scheduled-retry/retry-now` now runs
`assertIssueReadAllowed` and `decideIssueAccess("issue:mutate")`,
matching `/retry`. A private task the member cannot read now answers
404.
- `ui/src/hooks/useTaskRetry.ts`: new `taskRetryNotStartedReason`. When
a Retry did not start work (stale, or a scheduled retry that is
gate-suppressed, waiting, or gone), the hook returns that reason as its
error. `ExecutionBlockerNotice` and `StalledDependencyNotice` already
display it.
- `ui/src/pages/Inbox.tsx`: a task Retry that did not start work shows
the reason in the error toast and does not navigate.
- `ui/src/hooks/useRetryNowMutation.ts` and
`IssueScheduledRetryCard.tsx`: every "Retry now" outcome now shows its
headline and message, including `no_scheduled_retry` on the card.
- `ui/src/api/issues.ts`: `retryTask`'s response type includes
`scheduledRetry`.

## Verification

Red/green (each new test fails against master and passes with this PR):
- `server/src/__tests__/issue-scheduled-retry-routes.test.ts`:
- "starts a scheduled retry now when the task Retry is clicked during
its countdown": 202 with `scheduledRetry.outcome: "promoted"`, the same
run becomes `queued`, and no second retry run is created.
- "refuses Retry now on a private task the member cannot see, like the
task Retry": on master "Retry now" answers 200 `promoted`; now both
routes answer 404 and the run stays `scheduled_retry`.
- The seed now adds the board user's membership, which the stricter
route needs. All 33 tests pass.
- `ui/src/hooks/useTaskRetry.test.tsx`: a replaced attempt, a gate-held
scheduled retry and a waiting scheduled retry each show their reason; a
promoted one shows nothing extra.
- `ui/src/pages/Inbox.test.tsx`: an Inbox Retry that did not start work
(stale, or gate-held) toasts the reason and does not navigate.
- `ui/src/components/IssueScheduledRetryCard.test.tsx`: "explains when
there was no scheduled retry left to start".

Other Retry buttons: the chat failed-run Retry already reports stopped
and failed retries (`agents.test.ts`). Agent lifecycle "Retry now" and
cost "Retry accounting" start no task work and already surface their API
errors.

Regression and static checks:
- UI: 7 files, 168 passed. Server: task-retry and scheduled-retry
suites, 149 passed. `issue-agent-mutation-ownership-routes.test.ts`
passed.
- `maintenance-server-routes.test.ts` "assembled maintenance server
production wiring" fails identically on master on this Mac
(`ensure-build-deps`).
- `tsc --noEmit` passes for `server` and `ui/src`. `pnpm
check:token-gates` is clean.

## Risks

- A task Retry during a scheduled retry now starts the run immediately,
through the existing "Retry now" promotion gates (pause, budget, cleanup
waits). A gate that holds it is reported, not bypassed.
- "Retry now" is stricter: a member without read or change access to the
task gets 404 or 403, as on `/retry`.
- No schema change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 10:25:21 -06:00
DottaandClaude Opus 5.5 4f7eee10c2 feat(recovery): let the board confirm an unrecorded owner stopped for every settling process kind (#20084)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Recovery releases in-progress records (leases, claims, intents) only
when it can prove their owner is gone
> - A record saved before its server process was fully recorded is
`unprovable`, and it is never released on its own
> - #20067 added a board-only action to confirm that such an owner
stopped, but only the environment run lease used it
> - Other settling kinds (for example the legacy controller lease, which
shows `missing_identity` rows in the Phase 2 reconciler data) stay stuck
with no way forward
> - This pull request opens the same confirmation to every settling kind
whose record names a partly recorded server process
> - The benefit is that an operator can release these stuck records
safely, and recovery settles them at once

## Linked Issues or Issue Description

Refs #20067, #20054

**What happened?**
The Phase 2 reconciler data shows `legacy_controller_lease` records that
stay `unprovable` with `missing_identity`: they were saved before
Paperclip stored the controller's PID space. Recovery never releases an
unprovable owner, and only the environment run lease offered the board's
"confirm the previous server stopped" action. These records, and records
of other settling kinds saved the same way, had no path forward.

Also, a board confirmation did not wake the reconciler. Unprovable
records are not watched, so the release waited for some unrelated pass.

**Expected behavior**
Recovery asks the board on the record's task. After the board confirms,
recovery releases the record through the kind's own compare-and-swap
settle, at once. A confirmation never releases a record that changed
since the board was asked.

**Steps to reproduce**
1. Have a legacy run whose `controller_process` was recorded without a
host hash (an older server).
2. Run the ownership reconciliation pass. The record is `unprovable`
(`missing_identity`) and no board action appears.

**Paperclip version or commit**
master at c55af26821.

## What Changed

- `ownership-registry.ts`: a new `ownerGoneAttestable` helper opts a
settling kind in. The kind asks the board (cause
`ownership_owner_unprovable`) only for a process-owned record that is
unprovable for a legacy reason and has a version. Opted in:
`legacy_controller_lease`, `environment_teardown_claim`,
`sandbox_creation_intent`, `workspace_runtime_control_operation`,
`native_workspace_finalize_attempt`, `native_finalizer_lease`,
`native_cleanup_lease`.
- `owner-gone-attestation.ts`:
- The request records the record version (`recordUpdatedAt`), and each
pass refreshes an open request to the current version.
- The board submits the version it was shown (`recordVersion`, a new
optional field in `confirmOwnerGoneSchema`). The confirmation is refused
with 409 unless that equals the request's current version and the locked
record's version.
- `recordVersionAttestations` reads back every resolved confirmation.
Any one that names the record's current version applies.
- `confirmOwnerGone` now wakes the ownership reconciler in its
transaction.
- Each opted-in kind has a version lock. For an `operator_attested`
proof, its settle runs in a transaction that locks the record row and
re-checks the confirmed version before the kind's own compare-and-swap.
- `ownership-invariant-report.ts`: in the periodic pass and in one-shot
settles, a matching confirmation turns a legacy `unprovable` verdict
into `gone` (`operator_attested`). A live or provable owner always wins.
The extra read runs only when a kind has such a record.
- `WorkspaceExportRecovery.tsx`: the board's confirmation names the
stuck record by kind (for example "This task's earlier run"), with a
generic fallback, and sends the version it showed.
- `doc/execution-semantics.md`:
- It describes the action, the version binding and which kinds are
offered.
- It updates the controller-lease section to match #20054: the holdings
list, and that the lease is off only on Railway deployments with an
exclusive volume.

## Verification

- `pnpm exec vitest run src/__tests__/owner-gone-attestation.test.ts`
(server): 10/10. The new legacy-controller cases fail without the
change:
  - the board is asked, and nothing is released before the confirmation;
- the confirmation wakes the reconciler, and the next pass settles the
record as `operator_attested`;
- a record that changed after the confirmation is not released, and a
fresh request is raised;
- a record of these kinds with no owner stamp is not offered, because
its settle could never release it;
- a confirmation for a version the record no longer has is refused, and
the refreshed request then applies;
- a write between the reconciler's listing and its settle stops the
release inside the settle's transaction.
- The 10 server ownership suites (registry, report, owner proof,
controller lease, legacy controller, teardown, finalize, token leases):
332/332.
- `pnpm exec vitest run
src/components/WorkspaceExportRecovery.control.test.tsx` (ui): 48/48.
- `pnpm check:token-gates`: all gates clean.
- `PAPERCLIP_TYPECHECK_LOW_MEMORY=1 pnpm typecheck` in `server` and
`ui`: passed.

## Risks

- A wrong release would be serious. The safeguards:
- The confirmation applies only while the record's last-write time
equals the one the board was asked about, and only while the prover
still finds the recorded process unprovable for a legacy reason.
- Each kind's settle still compare-and-swaps on the exact recorded
process.
- A record of these kinds with no owner stamp at all is not offered.
Those settles cannot release it, so it keeps its existing recovery path.
- Kinds that are unowned by design (queued pending cleanup, accounting
debt) are not offered.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code with tool use
(shell, file edits, test execution).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:16:07 -06:00
DottaandClaude Opus 5.5 0746d1203d feat(recovery): let the board confirm that an unrecorded owner stopped (#20067)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - After a restart, recovery releases an in-progress record only once
its owner is proven gone, never by age
> - A run lease saved before owners were stamped has no owner Paperclip
can judge on an ephemeral (multi-host) server, so it stays stuck and
holds its run's sandbox forever
> - Only a person can tell that the previous server stopped (for
example, its container was replaced)
> - This pull request asks the board on the stuck task and lets an owner
confirm the stop, with an activity-log entry; recovery then releases the
record on its normal path
> - The benefit is that legacy stuck records have a way out that never
guesses

## Linked Issues or Issue Description

Follow-up to the Phase 2 durable-ownership work: #20054 (controller
instance lease) and #19883 (process-space recording). It generalizes the
existing "confirm the previous server stopped" action for native
controllers (`native_controller_host_unverified`). No duplicate PR was
found.

**What happened?**

On an ephemeral server, an active run lease of a finished run that was
saved before holders were stamped has no owner stamp. The ownership
reconciler reports it `unprovable (no_owner_stamp)` and never settles
it. No operator action exists, so the lease and its sandbox stay
reserved.

**Expected behavior**

The task shows the stuck resource, and a board owner can confirm that
the previous server stopped. Recovery then releases the lease. Agents
and operators without the owner-stop permission cannot.

**Steps to reproduce**

1. Run with `PAPERCLIP_EPHEMERAL_SERVER=true`.
2. Have an active environment lease with no `leaseController` stamp,
whose run is terminal.
3. Run an ownership reconciliation pass. The lease stays `unprovable`
with no action on the task.

**Paperclip version or commit**

`master` before this PR.

## What Changed

- `packages/shared`: `confirmOwnerGoneSchema` (`actionId`, `recordId`,
`stopEvidence` of 20 to 12000 characters).
- `recovery/owner-gone-attestation.ts`:
- `requestOwnerGoneConfirmation(kind)` is an `onUnprovable` hook. For a
legacy unprovable owner (`no_owner_stamp`, `process_space_unrecorded`,
`missing_identity`) on a record that has a task, it opens one idempotent
board recovery action on that task (cause `ownership_owner_unprovable`).
- `confirmOwnerGone(...)` verifies the exact action and record. It asks
the kind to write the attestation (compare-and-swap), resolves the
action, and writes an `issue.ownership_owner_gone_confirmed`
activity-log entry with the actor and the stated evidence.
- Ownership registry:
  - `OwnableKind.attestOwnerGone` is a new optional hook.
- `environment_run_lease_active` implements it: only an unstamped active
lease of a terminal run, with the notification for the cleanup path.
- The lease's owner then reads `operator_attested`, which proves gone,
so the existing settle releases it. A holder stamped since the board was
asked owns the lease, and its stamp decides.
- Route: `POST /api/issues/<built-in function
id>/recovery-actions/confirm-owner-gone`. It uses `assertBoard` plus
`runtime:confirm_owner_stop`, the same board-only permission as
confirm-controller-stopped. It is registered in OpenAPI.
- UI: `issuesApi.confirmOwnerGone`. The task's recovery card shows the
existing `PreviousServerStopConfirmation` for this cause, with
resource-specific wording; owners confirm and operators see the wait.
`isPreviousServerStopCause` includes the cause, so the generic card does
not offer other resolutions.

## Verification

- `owner-gone-attestation.test.ts`:
  - the stuck lease opens one board action on the task;
- confirmation resolves the action, writes the activity log, and the
next pass settles the lease (`operator_attested`) exactly once;
  - a mismatched record is refused with 409;
- a holder stamped after the ask is refused and the lease stays active;
  - no action for a judgeable owner or for a record with no task.
- Red, with the `onUnprovable` hook removed: 2 of 3 fail.
- UI: `WorkspaceExportRecovery.control.test.tsx` checks that the owner
confirms with the right payload and that an operator sees the wait
without the control (47/47).
- Server suites: openapi-routes, ownership and recovery suites, plus the
existing native-controller-host recovery. Low-memory server typecheck is
clean; `check:token-gates` is clean.

## Risks

- The board can attest a server stopped that is in fact running. The
action and the UI copy ask for the evidence, and the activity log
records who attested what. This is the same trust model as
confirm-controller-stopped.
- Only run leases opt in so far. Records without a task (login/probe
leases) keep the legacy idle sweep.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code with
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
- [ ] 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 Opus 5.5 <noreply@anthropic.com>
2026-11-08 09:46:36 -06:00
DottaandClaude Opus 5.5 779913333a fix(documents): say whether an exact revision read is still current (#19939)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Task documents keep a revision history, and agents read and restore
revisions through the API
> - The exact-revision read returns one revision, but it does not say if
that revision is still current
> - An agent read the revision that it restored earlier by its ID and
reported it as "latest", but another person had saved a newer edit
> - This pull request adds the document's current revision to the
exact-revision read
> - The benefit is that a pinned read cannot pass as a read of the
current document

## Linked Issues or Issue Description

**What happened**

In a chat eval, the agent restored a plan revision. Then another person
saved a new revision. The user asked the agent to read the current plan.
The agent called `GET
/api/issues/{id}/documents/plan/revisions/{revisionId}` with the ID of
its own restored revision. The response did not show that a newer
revision existed. The agent reported the old revision as the latest and
said that the read confirmed this.

**Expected behavior**

A read of one exact revision must show if that revision is still
current, and which revision is current. Then the reader can see a newer
edit and read the current document.

**Steps to reproduce**

1. Save two revisions of a task plan.
2. Call `GET
/api/issues/{id}/documents/plan/revisions/{firstRevisionId}`.
3. See that the response gives no sign that revision 2 is the current
revision.

## What Changed

- `getIssueDocumentRevision` now also returns `latestRevisionId`,
`latestRevisionNumber` and `isLatest`.
- Shared type `ExactDocumentRevision` describes this response. The UI
client uses it.
- The OpenAPI description of the exact-revision read names these fields
and points to `GET /api/issues/{id}/documents/{key}` for the current
text.
- The service test checks `isLatest` for an older and a current
revision.

## Verification

- `cd server && pnpm exec vitest run
src/__tests__/documents-service.test.ts
src/__tests__/openapi-routes.test.ts` (42 passed).
- `npx tsc --noEmit -p packages/shared` passes.

## Risks

- Low risk. The change only adds fields to a read response. No caller
removes or renames a field. No migration.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), 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 (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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 21:29:24 -06:00
DottaandClaude Opus 5.5 f439150cb3 fix(recovery): limit the null-host owner fallback to single-host servers and record each use (#19883)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #19868 and #19871 made restart recovery judge a recorded pid only in
the PID space that recorded it
> - Rows saved before those host columns existed have no recorded host.
They kept the previous local dead-pid proof, so in-flight native runs
would not be stranded at upgrade
> - On an ephemeral (multi-host) server that fallback is unsafe: the row
may have been written on another host
> - This pull request limits the fallback to single-host servers,
records every use, and gives ephemeral servers a working board action
> - The benefit is that single-host upgrades still recover on their own,
multi-host servers never accept a cross-host proof, and the next release
can remove the fallback with evidence

## Linked Issues or Issue Description

**Bug description**
After #19868 and #19871, a `native_run_finalizations` row with
`controller_host_hash = null`, or a run with `process_host_hash = null`,
still accepted "the pid is dead here" as proof on every server. That
includes an ephemeral server, where the row may come from another host.
Nothing recorded how often the fallback was used, so it had no safe
removal path.

**Expected behavior**
- Single-host server: the fallback applies for one release, and each use
writes a `legacy_host_unknown_dead_pid_proof` activity-log entry.
- Ephemeral server (`PAPERCLIP_EPHEMERAL_SERVER=true`): the row is
unprovable, and the board has an action to confirm the previous server
stopped.
- A mismatched host is always unprovable.

Refs #19868, #19871, #19846

## What Changed

- `native-restart-recovery.ts` `evaluateNativeControllerTakeover`:
- A coordinator row with `controllerHostHash: null` returns
`controller_host_unrecorded` when `ephemeralServerEnabled()` is true.
- Otherwise a pid proof from that row carries `legacyHostFallback:
true`.
- `operator_attested` is accepted as proof
(`operator_attested_controller_stopped`).
  - Receipt-built owners, which have no host key, are unchanged.
- New `recordLegacyHostFallbackProof` writes the activity-log entry. It
is not a run-log event: run events are progress evidence for restart
recovery's crash-loop credit, and the record must not change any
recovery decision. It is called from restart recovery, the
dead-controller result-lease release, native retirement, and remote
warm-session recovery.
- New `native-controller-host-recovery.ts`:
- `requestNativeControllerStopConfirmation` (board-owned
`native_controller_host_unverified` recovery action, idempotent, never
displaces another active action).
- `confirmNativeControllerStopped`. It verifies the exact recorded
controller and stamps `operator_attested` with compare-and-set. It then
resolves the action, wakes live-run recovery, and logs
`issue.native_controller_stop_confirmed`.
- Route `POST /issues/:id/recovery-actions/confirm-controller-stopped`.
It is board-only and requires `runtime:confirm_owner_stop`. Generic
`restored`/`false_positive` resolution of this cause is refused. A
shared `confirmNativeControllerStoppedSchema` validates the body.
- UI: `WorkspaceExportRecovery` reuses the "Confirm the previous server
stopped" control for this cause, and the generic recovery card hides it.
Adds the `issuesApi.confirmControllerStopped` client call.
- `recovery/service.ts` orphan reaper: a null `process_host_hash` is
judged only when not ephemeral. A successful use records the entry
best-effort, after the terminal write. On an ephemeral server the run is
left to its existing Stop control.
- `ephemeralServerEnabled` moves to a leaf `ephemeral-server-mode.ts`
(re-exported by `ephemeral-server-contract.ts`). Importing the contract
module from recovery code created an import cycle in the runner child
process.
- The new route is registered in OpenAPI.
- `doc/execution-semantics.md`: documents the host rule and the
one-release sunset.

## Verification

- `native-restart-recovery.test.ts`: null host on a single-host server
is released with the flag. Null host on an ephemeral server is
unprovable. A mismatched host is unprovable in both modes. An attested
controller is accepted. Receipt owners are unchanged.
- New `native-controller-host-recovery.test.ts` (embedded Postgres):
  - The fallback writes the activity-log entry and no run event.
  - Ephemeral mode creates exactly one board action.
  - A wrong run id is refused.
- Confirmation stamps the attestation, after which takeover is allowed.
The action resolves and the activity is logged. A second confirmation is
refused.
- `recovery-stale-issue-lock-sweep.test.ts`: on a single-host server a
null host is terminalized and records one event. On an ephemeral server
it is left alone with no event. The existing audit-failure case still
clears the lock.
- `WorkspaceExportRecovery.control.test.tsx`: the controller
confirmation posts to `confirmControllerStopped` and never to the
copyback endpoint.
- Locally: these suites plus `remote-warm-session-recovery`,
`native-controller-recovery.integration` and
`native-startup-cleanup-recovery` (136 passed), and after the CI fixes
`native-runner-restart-preparation` and `native-runner-restart-recovery`
integration, `openapi-routes` and the suites above (256 passed); the UI
recovery suites (52 passed); `node scripts/typecheck-layers.mjs` with no
errors in the touched files; `pnpm check:token-gates` clean.

## Risks

- Previous-release story: no schema change. Null-host rows saved by
earlier releases recover as before on single-host servers, now with an
event, and wait for the board on ephemeral servers. The next release
removes the fallback; the event count shows whether any rows remain.
- On an ephemeral server, a null-host orphaned run process is not reaped
automatically. The operator uses Stop. That is the intended "unprovable"
outcome.
- A board confirmation is an attestation. It applies only to the exact
recorded controller (boot id + pid) and only while the host is still
unrecorded.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used with tool use and
code execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 13:25:47 -06:00
377bc87df1 feat(connectors): show and select personal AI account defaults (#19845)
Show a crown on each saved personal AI provider default. Add a provider-specific menu action to other eligible accounts. Share saved-state queries, block duplicate writes, and keep the saved crown until a write succeeds.

Keep account details available for accessible grants. Show session lookup errors with Retry. Resolve list permissions once per request and index account lookups. Add UI and API regression coverage and account documentation.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>
2026-11-07 10:26:08 -06:00
DottaandClaude Opus 5.5 db41bfcb38 fix(recovery): let an accepted Retry finish after a killed copyback owner (#19721)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A native run saves the agent's workspace files after the provider
turn (copyback). One controller owns copyback at a time and records a
durable owner receipt on the run (`nativeWorkspaceFinalizationOwner`)
> - When copyback of an accepted result fails, retained saved-work
recovery exports the files from the kept sandbox. A task Retry waits for
that recovery before it continues
> - A control-plane restart can kill the controller while it owns
copyback. The dead controller can never confirm its own stop, and
nothing in the retained recovery path could release its receipt
> - The recovery worker then spent one attempt on each recheck of that
receipt until it was exhausted, and the accepted Retry kept saying
"Paperclip is finishing the saved result" with no run. The task waited
forever
> - This pull request stops spending attempts on that recheck, names the
real wait, and lets the board release the exact receipt so the same
recovery and the same Retry continue
> - The benefit is that an accepted Retry never waits silently: it
finishes, or it shows one honest action that makes it finish

## Linked Issues or Issue Description

Refs #19717 (same-host automatic proof for a killed copyback owner; this
PR covers the retained-recovery path and the case where no automatic
proof is possible)
Refs #19713, #19609, #19694 (related restart-recovery fixes; no overlap
in files except this doc)

**What happened?**

Two Daytona restart-chaos waves. In each, a native run's copyback failed
and the run failed with `native_workspace_sync_out_retry_exhausted`. The
agent's result was accepted. Retained recovery started. A SIGKILL of the
control plane landed while a recovery attempt owned copyback:

- Wave s13, task t06 (Claude, crash loop): Retry was accepted at
02:30:35. A SIGKILL landed 2 s later. All later attempts failed with
`copyback_stop_unconfirmed`. After 6 attempts the recovery was
exhausted. The Retry showed `retryWait.reason = finalizing_saved_result`
for more than 15 minutes. No run was created.
- Wave s12, task t01 (Claude): attempt 1 failed with "Workspace
checkpoint payload mismatch". The SIGKILL at 01:43:54 killed the owner
of attempt 2. Attempts 3 to 5 failed with `copyback_stop_unconfirmed`.
The Retry was accepted with HTTP 2xx and produced no run.

In both kept databases the run carries an owner receipt for the killed
process.

**Steps to reproduce**

1. Accept a native result and make its workspace copyback fail, so that
retained recovery owns the export.
2. Press Retry on the task.
3. Kill the control plane while a recovery attempt owns copyback, so
that its owner receipt stays on the run. Use another host, or a receipt
without automatic stop proof.
4. Let recovery run.

**Expected behavior**

Rechecking the receipt does not spend attempts. The task names the wait
and does not offer a Retry that cannot help. A board member can confirm
that the previous server stopped. The recovery then finishes, and the
waiting Retry continues by itself.

**Actual behavior**

`withNativeWorkspaceFinalizationOwnership` returned `owner_unverified`
for a retained repair without creating any board action
(`native-workspace-finalization-ownership.ts`,
`requireStopVerification`). `recoverRetainedWorkspace` reserved an
attempt for each recheck and failed it as `copyback_stop_unconfirmed`
(`workspace-recovery.ts`), until the budget was exhausted. The Retry
gate in `explicit-native-continuation.ts` returned
`finalizing_saved_result` for an accepted result with no verified
repair, with no check for this hold.
`resumeNativeWorkspaceAfterOwnerStop` accepted only an
`owner_unverified` action on a `running` run, so no route could release
the receipt of a finished run. The exhausted handoff told the board to
press Retry again, which repeats the same failure.

## What Changed

- `server/src/services/workspace-recovery.ts`: when retained recovery
finds an unverifiable copyback owner, it records the recheck without
reserving an attempt. The 30-minute recovery window still bounds it. The
retained action records the exact receipt as `workspaceOwnerRecovery: {
state: "operator_required", owner }`. A newer receipt replaces the
record and clears an older confirmation.
- `server/src/services/explicit-native-continuation.ts`: a Retry that
waits for an accepted saved result reports
`workspace_owner_stop_required` when the run's active retained action
has that hold. It no longer reports `finalizing_saved_result` for this
case.
- `server/src/services/task-interruption-presentation.ts`: the new wait
has a fixed message, and Retry is not offered for it, because another
click cannot release the receipt.
-
`server/src/services/native-runtime/native-workspace-owner-recovery.ts`:
the existing board route `POST
/issues/:id/recovery-actions/resume-workspace-finalization` (permission
`runtime:confirm_owner_stop`) also accepts a retained recovery action
with that hold. The confirmation must name the receipt that is still on
the run. A live owner on this host still rejects it. It clears only that
receipt, records the stop proof and an activity entry, and returns the
same recovery to the worker. A spent budget gets one new generation, as
a deliberate recovery request does. It accepts no result and starts no
agent turn. The owner check is shared with the existing path.
- `server/src/services/system-recovery.ts`: an exhausted
`copyback_stop_unconfirmed` handoff names the board confirmation instead
of another Retry.
- `ui/src/api/issues.ts`: the route receipt's `resultId` can be `null`
(a retained recovery has no live result binding).
- `doc/native-workspace-finalization-recovery.md`: an additive paragraph
describes this path.

## Verification

- Red then green on embedded Postgres:
`server/src/services/workspace-recovery-preparation-gates.test.ts`,
"lets an accepted Retry finish after a killed copyback owner instead of
waiting forever" with one case per wave (s13, s12). Each case uses a
real accepted remote export, a Retry through the HTTP route, a
killed-owner receipt, and 8 recovery passes.
- Before the fix (both cases): `attempts: 6, state: "exhausted"`. That
is the wave state.
- After the fix: no attempt is spent on the recheck. The hold is
recorded. The Retry wait is `workspace_owner_stop_required` with
`canRetry: false`. The board confirmation through the route returns 202
and clears the receipt. The same recovery completes. The same accepted
Retry then finishes the saved result (s13: the task is `done`) or
continues in exactly one new run (s12).
- `npx vitest run
src/services/workspace-recovery-preparation-gates.test.ts -t "killed
copyback owner"`: 2 passed.
- `pnpm verify` (affected selection): see the comment below. Server `tsc
--noEmit` is clean.
- No live Daytona replay. Both waves ran on old signed images. The local
proof uses the same accepted-export fixture as the existing Retry tests,
with the receipt state copied from the kept databases.

## Risks

- A copyback owner on another host that is still alive is now rechecked
within the recovery window without spending attempts. Before this change
it spent them. The window still bounds the wait.
- The board confirmation for a retained action is an operator statement,
the same as the existing owner-stop path. It is limited to roles with
`runtime:confirm_owner_stop`. It never clears a receipt other than the
one it names, and a live same-host owner still rejects it.
- #19717 changes the same ownership area and adds a UI action for the
running-run case. That UI does not show a retained action yet. After
both merge, a small follow-up can show its button for this hold. Until
then the API route and the task's wait message cover it.
- Not addressed here: the "Workspace checkpoint payload mismatch" that
started wave s12. The checkpoint outbound transfer extracts without `-p`
(`sandbox-managed-runtime.ts` checkpoint sync-out, `extractHostTarball`
in the Daytona provider), so the host umask can change file modes that
the remote manifest recorded. That is a separate signature.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (shell, file edits, test runs, embedded Postgres).

## 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 22:07:00 -06:00
Devin FoleyandPaperclip 8621bcf53e Cancel subscription sign-in requests when leaving agent setup (#19610)
Back during pending subscription sign-in could accept a late response and
reopen agent setup. Abort pending reads, release abandoned sessions, and
ignore stale responses. Wait for cleanup before starting a replacement,
and preserve sessions belonging to another account or environment.

Cover deferred resume/start/prompt responses for both providers, local
login cancellation, quick reselection, and browser request abort. Stabilize
Runner fixtures and normalization assertions exposed by integration CI.

Verified: 483 focused UI tests, six onboarding browser cases, UI typecheck
and token gates, Runner fixture checks, and the complete CI run on
221f2e3eb7. Greptile scored 5/5;
all review threads are resolved. Earlier failures and recovery evidence
remain in the PR description.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-06 14:31:11 -08:00
Devin FoleyandPaperclip e3d8f42e19 fix(ui): recover stalled onboarding connection checks (#19505)
Bound the complete onboarding connection check to two minutes, abort its
requests on timeout, and ignore late results. Keep the saved account
available for retry and resume its matching unfinished setup after refresh.

Verified 242 focused tests, workspace typecheck and build, and the complete
hosted CI check set. Greptile is 5/5 with no unresolved review comments.
Local full-UI timing failure and interrupted CI runner attempts remain
documented in the PR evidence.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-06 10:31:18 -08:00
DottaandClaude Opus 5.5 6ca7b151f7 feat: compact an agent's context from the task Properties panel (#19378)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A task's Properties panel shows the assignee agent's context window
(paperclipai/paperclip#19273)
> - The board can see that the context is nearly full, but it cannot act
on it
> - A full context makes the agent compact at an unplanned time, often
in the middle of work
> - This pull request adds "Compact now" to the Context hover card
> - The benefit is that the board can compact the agent's context
between runs, at a time it chooses

## Linked Issues or Issue Description

Refs paperclipai/paperclip#19273

**Problem**
The Context row shows how full the agent's context window is. The board
cannot ask the agent to compact it.

**Proposed solution**
A "Compact now" button in the Context hover card. It runs the harness's
own compaction: Codex `thread/compact/start`, and Claude's `/compact`
command through ACP.

**Alternatives considered**
A separate PRP `session.compact` command. Both harnesses run compaction
as a turn, so a compaction turn keeps the existing durable turn binding,
interruption, and recovery. A separate command needs a second turn
lifecycle.

## What Changed

- UI: the Context hover card shows Compact now with three states:
available, Compacting…, and unavailable with a reason (agent mid-run,
harness unsupported, task closed). The Storybook story shows each state.
- Server: `POST /api/issues/:id/context/compact` (board only,
`decideIssueAccess` `issue:mutate`, activity log
`issue.context_compaction_requested`). It queues a short run marked by
`contextSnapshot.contextCompactionRequestId`. `GET
/issues/:id/context-usage` returns the `compaction` state.
- Server: a compaction run does no task work. The native status arbiter
preserves the task status. The lifecycle skips handoff, liveness
continuation, review-path disposition and the issue comment, as it does
for goal-control runs.
- Runner TS: `startTurn({ compact: true })`. The Codex harness session
sends `thread/compact/start`. The runnerd transport maps it to PRP
`turn.start` with `compact: true` (Codex) or `text: "/compact"`
(Claude/ACPX). The native runtime option `sessionCompaction` requires a
resumed session and settles with a synthesized yielded result.
- Runner Rust: `turn.start` accepts `compact: true` for Codex.
`CodexProvider::start_compaction_turn` sends `thread/compact/start` and
binds the turn from the `turn/started` that follows the empty response.
- Fix (from #19273): Codex emitted `context.compacted` on both the start
and the end of one compaction item. It now emits it once, and the count
is distinct by `compactionId`.
- Fix (from #19273): the conversation event view dropped
`context.compacted`, so a finished run never showed the divider. The
view now keeps compactions, plus context readings for runs that
compacted. A finished run's compactions show as thread dividers.
- Fix: the Codex harness stamps before/after sizes on the compaction
event. Codex reports the compacted size before the compaction item ends,
so the old neighbour-based guess showed the wrong size.

## Verification

- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, `node
scripts/storybook-catalog.mjs`: pass.
- New tests: `server/src/__tests__/context-compaction.test.ts`,
`status-arbiter.test.ts`, `issue-context-usage.test.ts` (duplicate
compaction counts once), `ui/.../context-usage-row.test.tsx`,
`native-session-runtime.test.ts` (context compaction), Codex driver and
runnerd transport tests, Rust
`codex_compaction_turn_binds_the_turn_reported_after_its_empty_response`.
Rust `codex_provider` suite: 115 passed.
- `pnpm test:run` locally: one failure in
`chat-channels.integration.test.ts`. It reads
`.claude/skills/slack/SKILL.md` from the main checkout, which is not
present in this worktree. It is not related to this change.
- Live, local worktree instance, Codex agent on the Paperclip runner:
clicked Compact now. The run succeeded. Context went from 35k to 9.4k
tokens, and later 9.4k to 9.2k. The task stayed In Review. The thread
shows "Context compacted · 9.4k → 9.2k tokens" and the meter dropped.
- Live Claude proof: pending. The local Claude agent needs an Anthropic
API key. claude-agent-acp handles `/compact` as an echo-less turn, and
the runner already maps its "Compacting completed." notice to
`context.compacted`.

## Risks

- A compaction run resumes the agent's session. If the session cannot
resume, the run fails with `native_context_compaction_unavailable` and
the task is unchanged.
- Compact now is not available while the agent runs on the task, because
compaction interrupts the active turn.
- The conversation view now returns context readings for runs that
compacted. Runs that never compacted return the same events as before.
- An old runner binary ignores `compact` and rejects the `turn.start`
because it has no text. It does not start an ordinary turn.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
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 (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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 22:07:12 -06:00
Devin FoleyandPaperclip 8f79a32898 fix(connections): keep agent access consistent through setup and permission changes (#19352)
Task-hosted tool setup kept requester-only defaults, and audience edits could leave runtime installations restricted after permission bindings were widened. Large provider catalogs could also fail before creating an access card.

Use the normal agent audience defaults for new tool setup, preserve explicit selections through verified OAuth and draft resumption, and synchronize permission bindings and runtime installations atomically. Enforce agent-edit authority and preserve existing access during additive account reuse.

Validation: 915 focused regression tests, typechecks, and builds passed. All 54 CI checks passed and Greptile Apex scored the reviewed head 5/5 with no unresolved threads. Broad local test failures, recoveries, and incomplete heartbeat coverage are documented in the PR.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 17:38:32 -08:00
DottaandClaude Opus 5.5 bf10bc695a feat(task): show the agent's context window in task properties (#19273)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run through a harness (Codex app-server, or Claude through
ACPX), and the runner turns harness events into Paperclip events
> - Both harnesses report how full the model's context window is. Codex
sends `modelContextWindow` with its token usage. Claude sends `used` and
`size` in ACP `usage_update`
> - Paperclip dropped both values. The task view could not show how
close an agent is to compaction, and a compaction left no visible mark
in the task chat
> - This pull request carries the context-window occupancy through the
runner, stores it with the existing usage events, and shows it as a
"Context" row in the task Properties panel
> - It also shows a "Context compacted · 230k → 38k tokens" divider in
the task chat when the agent compacts its context
> - The benefit is that operators can see when a long task is near its
context limit and when the agent lost detail to a compaction

## Linked Issues or Issue Description

Refs #19252 (same pattern: a canonical harness event turned into
task-chat UI). Refs #19267 (status notices; it turns Claude's compaction
banner into a notice, and this PR reads that notice too).

**What existing behavior does this improve?**
The task view shows no context-window information, and a compaction is
invisible in the task chat.

**Subsystem affected**
Runner usage normalization (Rust and TypeScript transport), the PRP
usage schema, a read-only issue API, the task Properties panel and the
task-chat transcript.

**Current behavior**
Codex `modelContextWindow` and ACP `used`/`size` are dropped in the
runner. `context.compacted` always has null sizes, Claude compactions
emit no `context.compacted` event at all, and the live runner turn hides
every marker except "interrupted".

**Proposed behavior**
`usage.reported` carries an optional `context {usedTokens,
windowTokens}`. The task Properties panel shows a Context row ("10% of
258k") with a hover breakdown (tokens used, input and cached input,
output, cost, compactions). The transcript shows a compaction divider,
with sizes from the usage before and after the compaction.

**Reason and benefit**
Operators can see when a long task is close to its context limit, and
they can see where the agent's earlier context was summarized.

**Breaking changes**
None. The new schema field is optional, and the new endpoint is
read-only.

## What Changed

- PRP `usage.schema.json`: add an optional `context {usedTokens,
windowTokens}` object. Regenerate the schema bundle and the protocol
manifest.
- Rust `provider_events.rs`: add `codex_context_usage` (last request
`totalTokens` and `modelContextWindow`) and `acpx_context_usage` (ACP
`used`/`size`). ACPX `usage_update` now sets `context`.
- Rust `provider_backend.rs`: Codex `thread/tokenUsage/updated` sets
`context` on live (non-historical) usage.
- Rust `provider_events.rs`: emit `context.compacted` for the completed
`context_compaction` provider notice that #19267 produces from Claude's
compaction banner. Only this path marks a Claude compaction, so the
server counts each compaction once.
- `runnerd-codex-transport.ts`: `rehydrateRunnerdUsageNotification`
keeps a valid `context` on `tokenUsage`, so it reaches the stored
`item.completed` usage item.
- Server: new `GET /api/issues/:id/context-usage` (issue read access is
required) and `issueContextUsage` service. It reads only the assignee's
current session (the session of its newest usage report), and returns
that session's latest context reading, non-zero totals, cost, and the
count of compactions across all of the session's runs. Added to OpenAPI.
Shared type `IssueContextUsage`.
- DB: migration 0432 adds two partial indexes on `heartbeat_run_events`,
built concurrently. One indexes usage items by run and time. The other
indexes `context.compacted` events by company and session. `EXPLAIN`
shows that both lookups use them.
- UI: new `ContextUsageMeter` (bar, percentage, hover card) and
`IssueContextUsageRow` in the Execution section of Properties. The row
refreshes every 8 s while a run is active, and once more when the run
ends.
- UI transcript: `native-run-events.ts` maps `context.compacted` to a
`context` activity entry with pre/post sizes from neighbouring usage
items. `transcript-adapter.ts` turns it into a new `context_compacted`
marker variant. The live runner turn keeps that marker as its own
timeline row.
- Storybook: `task-context-window.stories.tsx` (Properties panel in a
task, all states, hover breakdowns, divider).

## Verification

- `cargo test -p paperclip-runner-core --lib provider_events` (new
tests: ACPX context, Codex context, banner compaction, notice
compaction)
- `pnpm --filter @paperclipai/paperclip-runner exec vitest run
src/live/runnerd-codex-transport.test.ts`
- `cd ui && npx vitest run src/components/ContextUsageMeter.test.tsx
src/components/transcript src/components/task-chat
src/components/issue-properties`
- `cd server && npx vitest run
src/__tests__/issue-context-usage.test.ts` (embedded Postgres)
- `node scripts/typecheck-low-memory.mjs`, `pnpm check:token-gates`,
`pnpm --filter @paperclipai/paperclip-runner run check:protocol-types`
- Live check on a local worktree instance through the runnerd path:
- A Codex `gpt-5.5` task showed "10% of 258k" (27k of 258k, input 77k
with 49k cached, output 1.1k).
  - A Claude Sonnet 4.6 task showed "17% of 200k" (34k of 200k).
- Storybook: Tasks and conversations / … / Task chat / Context window.
- Not verified live: a real compaction. The divider is covered by unit
tests through the same projector path the task chat uses.

## Risks

- The schema field is optional, and older runners omit it. The UI
renders nothing until a harness reports a window.
- Migration 0432 builds two partial indexes concurrently on
`heartbeat_run_events`, which is a large table. The indexes cover only
usage items and compaction events, so they stay small. They add a little
write overhead to those events.
- Claude in-progress usage rows still record zero tokens with `requests:
1`. The final turn usage is correct. This PR does not change accounting.
- A "Compact now" action is out of scope. It needs a compaction-only run
that does not produce a run result. It will come in a follow-up.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, in-app browser for Storybook and
the live instance).

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:54:27 -06:00
Svetlana ZolotenkovaandPaperclip 1b0f78100d fix(access): return membershipRole in the company user directory (#15183)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents often check a human approval. The check must confirm the role
of the approving user in the company.
> - An agent can read the company user directory. The directory removes
the membership role from the server record.
> - The admin member list requires `users:manage_permissions`. An
approval check must not need that permission.
> - This pull request returns `membershipRole` in the existing user
directory and keeps all access limits.
> - The benefit is that agents can verify an approver's role without
admin permissions.

## Linked Issues or Issue Description

**What happened?**

`GET /api/companies/{companyId}/user-directory` returns active users
without `membershipRole`. An agent that checks the authority of an
approving user cannot tell an `owner` from other roles. `/members`
requires `users:manage_permissions`.

**Expected behavior**

The directory returns the exact `membershipRole` from
`companyMemberships`. A missing role stays `null`. Reading this field
does not require admin permissions. Member management keeps its current
limits.

**Steps to reproduce**

1. Use a company with an active `owner` user and an active user without
a role.
2. Call `/user-directory` with an agent key.
3. Before this change, neither record has `membershipRole`. After this
change, the field is `owner` and `null`.
4. The same agent still cannot read `/members` or change a member.

## What Changed

- Add `membershipRole` to the select and result of
`loadCompanyUserDirectory`.
- Test the exact `owner`/`null` values, agent read access, denied admin
read and change, denied other company, and denied unauthenticated
request.
- Keep the existing `assertCompanyAccess` and the company, user type,
and active filters.
- The client type includes a nullable `membershipRole`. The management
test rejects only `users:manage_permissions` and checks the exact calls.
The first review findings are fixed in a0d1ad3.

## Verification

- `pnpm --filter @paperclipai/server typecheck`: pass.
- `pnpm --filter @paperclipai/server build`: pass.
- `pnpm --filter @paperclipai/ui typecheck`: pass.
- `pnpm exec vitest run
server/src/__tests__/company-user-directory-route.test.ts
server/src/__tests__/access-service.test.ts
server/src/__tests__/access-routes-hidden-floor.test.ts`: 16 passed, 17
skipped. `ui/src/lib/company-members.test.ts` is added.
- The regression test fails on the old `access.ts` because
`membershipRole` is missing. It passes after the change.
- `git diff --check`: pass.

## Risks

The directory response gets one more field. There are no migrations. The
role comes directly from the server record, with no `owner` fallback.
User management permissions do not change.

## Model Used

OpenAI Codex, GPT-6, with shell tools, code editing, and test runs. The
environment does not expose the exact model identifier.

## 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>
2026-11-05 14:43:02 -06:00
DottaandClaude Opus 5.5 d807887534 fix(ui): use one status glyph mapping for every task view (#19329)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task status is the main signal on every task surface: sidebar rows,
the task header, the status menu, lists, the inbox, pills and chat
cards.
> - One task state rendered different status icons in different views. A
blocked task that waits on an active sub-task showed the blue "in queue"
glyph in the task header. The status menu, the chat chip and the sidebar
rows showed the red "Blocked" glyph for the same task.
> - The cause: each view passed its own subset of the presentation
fields to `StatusIcon`. Many views dropped `blockerAttention` and some
dropped `externalConversationState`. The status menu rendered its
current row from the bare status. The summaries API did not return
`blockerAttention`, so the recent-task sidebar could not know the state.
> - This pull request puts the state-to-glyph/label mapping in one
resolver and makes every task view pass all of its fields.
> - The benefit is that the same state uses the same icon and label
everywhere.

## Linked Issues or Issue Description

No public issue. Found in a hands-on onboarding test on a staging cloud
workspace.

**What happened?**

The sidebar and the task pane/status menu showed different status icons
for the same state. On the test task (blocked, waiting on an active
sub-task), the task header and the status button showed the blue "in
queue" glyph. The selected "Blocked" row in the status menu showed the
red blocked glyph. The coordinator sidebar "Recents" and project rows
also showed the red blocked glyph, and the chat "Subtask created" chip
showed a red "Blocked" chip.

**Expected behavior**

The same underlying state uses the same icon and label everywhere.

**Steps to reproduce**

1. Create a task with a sub-task. Block the parent on the sub-task, and
let the sub-task's agent run (the parent is "blocked, covered").
2. Open the parent task. The header shows the blue "in queue" glyph.
3. Open the status menu. The current "Blocked" row shows the red glyph.
4. With the coordinator sidebar on, look at the task in Recents or in
its expanded project. It shows the red glyph.

**Paperclip version or commit**

`master` at 03eb49053f.

## What Changed

- Add `ui/src/lib/task-status-presentation.ts`.
`resolveTaskStatusPresentation()` is the one mapping from `status`,
`displayStatus`, `externalConversationState` and `blockerAttention` to
glyph, label and accessible copy. `taskStatusIconProps()` picks all four
fields from a task record.
- `StatusIcon` and `IssueStatusBadge` use the resolver. The status menu
draws the current row with the trigger's presentation (in queue, idle,
monitoring).
- `IssueStatusBadge` now accepts `blockerAttention`.
`taskStatusVar.in_queue` maps to the existing in-progress chip hue, the
same as the existing `--status-task-icon-in_queue` icon token.
- Task call sites spread `taskStatusIconProps(task)`: coordinator
sidebar recents and project rows, classic recent tasks, lists, rows,
columns, inbox, blocked inbox, my issues, dashboard, properties,
relation pills, search, sibling navigation, chat chips, case summaries,
status cards and user profile. Step/check statuses in protocol cards
stay unchanged because they are not task statuses.
- `GET /api/companies/:companyId/issues/summaries` returns
`blockerAttention` for blocked rows (at most five IDs, through the
existing `listBlockerAttention` service). `IssueSummary` gets the
optional field.
- Recent-task snapshots store and refresh `blockerAttention`. Sidebar
project rows request the `rows` projection, which includes blocker state
(the `index` projection skips it).
- Storybook: the Foundations/Status Language story gets a "Same state,
every view" section.

## Verification

Red on `master` (tests written first, then run against the unchanged
code):

```
cd ui && npx vitest run src/components/StatusIcon.picker.test.tsx src/components/CoordinatorSidebar.test.tsx src/lib/recent-tasks.test.ts
     × keeps the covered-blocker state so the sidebar shows the same queued glyph as the task pane (BUG-07)
     × marks the current row with the same glyph as the trigger for a covered-blocked task
     × marks the current row with the same glyph as the trigger for a waiting review and a monitored task
     × shows a covered-blocked recent task with the same queued glyph and label as the task pane
     × shows project tasks with their full status presentation
 FAIL  StatusIcon.picker.test.tsx > ... covered-blocked task
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  StatusIcon.picker.test.tsx > ... waiting review and a monitored task
AssertionError: expected 'var(--status-task-icon-in_review)' to be 'var(--status-task-icon-backlog)'
 FAIL  CoordinatorSidebar.test.tsx > ... covered-blocked recent task ...
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  CoordinatorSidebar.test.tsx > ... project tasks with their full status presentation
AssertionError: expected "vi.fn()" to be called with arguments: [ 'company', ObjectContaining{…} ]
 FAIL  recent-tasks.test.ts > ... keeps the covered-blocker state ...
AssertionError: expected undefined to deeply equal { state: 'covered', …(7) }
      Tests  5 failed | 32 passed (37)

cd server && npx vitest run src/__tests__/issue-summaries-routes.test.ts
     × projects the covered-blocker state so every task view picks the same queued glyph (BUG-07)
AssertionError: expected undefined to match object { state: 'covered', …(2) }
      Tests  1 failed | 14 passed (15)
```

Green with this change (same commands):

```
 Test Files  3 passed (3)
      Tests  37 passed (37)
 Test Files  1 passed (1)        # server summaries route
      Tests  15 passed (15)
```

Neighbouring and broader checks:

- `StatusIcon`, `StatusBadge`, `StatusGlyph`, picker, sidebar and
recent-task suites: 73/73 pass.
- Full UI Vitest run: 11106 pass, 1 skipped. Three `IssuesList.test.tsx`
tests timed out at 5 s under full-suite load. The same file passes 73/73
when run alone.
- `tsc --noEmit` for `ui` and `server`: no errors in changed files.
Remaining errors are pre-existing (unbuilt
`@paperclipai/paperclip-runner`, generated Storybook catalog).
- `pnpm check:token-gates`: all gates clean.

Screenshots. The staging task before the fix: the status button is blue,
the current "Blocked" row in the menu is red.

| Staging task (before) | Staging status menu (before) |
| --- | --- |
| ![staging
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1.jpg)
| ![staging menu
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1-menu.png)
|

Storybook "Same state, every view" (Foundations/Status Language). Before
uses the `master` `StatusIcon`/`StatusBadge`; after uses this branch.

| Before (master) | After (this PR) |
| --- | --- |
| ![storybook
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-storybook-menu.jpg)
| ![storybook
after](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/after-storybook-menu.jpg)
|

Before: the row glyph is blue, but the chip and the current menu row are
red. After: the row glyph, the chip and the current menu row are all the
blue "in queue" glyph.

Review follow-up (commits 1d3a1a0a9e, d5c798ec53): blocker state on
summaries, search and case responses is glyph-only (state, reason,
counts). Blocker titles and IDs are never returned; a sampled identifier
stays only when the actor can read that blocker. Producer-level tests
failed before the follow-up and pass after it
(\`task-created-items.test.tsx\`,
\`CoordinatorTaskCommitment.test.tsx\`,
\`company-search-service.test.ts\`, \`cases-routes.test.ts\`,
private-blocker case in \`issue-summaries-routes.test.ts\`). Before
merge, the branch was test-merged locally with current \`master\`:
typecheck clean, 1095 UI and 80 server tests in the affected suites
pass.

## Risks

- Low risk. Presentation only. Status mutations still use the canonical
`status`.
- The summaries endpoint now runs the blocker-attention query for
blocked rows. The endpoint accepts at most five IDs and runs the query
only when a row is blocked.
- Sidebar project rows use the `rows` projection instead of `index`.
This adds the blocker and review attention reads for at most 12 rows,
and only when a person expands a project.
- `IssueStatusBadge` shows the blue "in queue" chip for covered-blocked
tasks where callers pass `blockerAttention`. The label stays "Blocked"
and the full reason is in the tooltip.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), through Claude Code
with tool use (shell, file edits, browser). Default 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
- [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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 14:42:11 -06:00
2ccc7d37ef feat(ui): retain approved reads across outage reloads (#18825)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board already retains loaded reads during a temporary server
failure.
> - Reloading the page removes that in-memory data.
> - A deploy can then leave a returning user without the shell or recent
tasks.
> - This pull request saves an explicit, limited set of reads in the
browser.
> - Cached identity supports display while fresh session checks protect
writes.

## Linked Issues or Issue Description

**What happened?**
A reload during an API outage loses the board's loaded reads. An
automatic worker update can also reload a hidden tab while a write is
pending.

**Expected behavior**
Show the cached shell and recent tasks during a temporary outage. Limit
saved content by user, company, age and build. Clear it on sign-out.
Wait for a fresh session before sending account-bound writes. Defer
automatic reloads while work is pending.

**Steps to reproduce**
Open a task and settings while online. Return 503 from the API and
reload. Restore the API. Sign out and confirm that saved query records
are gone. Discover a worker update while offline or during an autosave
and confirm that it waits.

Stacked on Refs #18822. Related durable-write foundation: Refs #17960.
The outage browser suite follows in a separate test PR.

## What Changed

- Persist an exact read allowlist through TanStack Query dehydration and
hydration. Save shell preferences, company/sidebar data, agent/project
lists, plugin UI metadata, the first inbox page, and 20 recent tasks.
Task UUID and identifier reads share one recent-task slot.
- Namespace records by user and company. Retain eligible reads across
normal memory garbage collection, expire each read after 24 hours, and
discard them after a build change. Unstamped builds disable hydration
and persistence while retaining sign-out cleanup. Use the existing
instance-wide plugin contribution query in the user's root record.
- Exclude session credentials and bootstrap data, embedded plan
documents, comments, preview work products, provider credentials and
environment values, browser capabilities, pairing data, other queries,
and mutations. Restore only display identity from session data. Preserve
safe agent provider/model display fields and configuration object
shapes. Apply the projection on save and restore.
- Clear saved reads on sign-out, cross-tab account changes, and
definitive session denial. Keep revocation working on plain HTTP without
crypto.randomUUID. Use per-user revocation revisions to reject delayed
writes and stale records. Preserve a newer account. Remove every
UUID/identifier projection and nested inbox copy of a denied task.
- Detach shared GETs when the account changes or signs out. Load
complete, freshly authorized agents before opening bulk settings from a
display-only roster. Retire a pending bulk-editor result or error when
row, select-all or clear changes the selection, including a
clear/reselect of the same agent.
- Require a fresh server lookup before account-bound writes, pending
task creation, or mounted autosaves resume. This includes automatic task
read receipts, inbox archives, workspace preferences and primary-agent
choices, with optimistic archive changes gated too. Cancel the old write
scope when the verified user changes. Release completed archives through
account-independent cleanup without restoring old cached rows; an old
operation cannot clear a newer hide flag. Retry unconfirmed read
receipts after a fresh session succeeds for the original account, and
remember confirmed receipts across refreshes. Track pending reads per
task so opening another task sends its receipt immediately; revisiting
reuses an outstanding receipt and its original account scope.
- Defer a hidden-tab worker reload until connectivity, mutations,
durable sends, and autosaves are safe. Synchronously count each
unresolved operation across online rate-limit retries. Release a
cancelled target’s unused dirty token when an editor changes tasks; keep
stored drafts, admitted saves and queued retries. Cover autosave
debounce, newer edits, navigation and undo.

## Verification

- Current head `fe4f682c879` is merge-ready: all 54 check runs completed
(52 successful, one skipped, one neutral), the legacy Snyk status is
successful, and both `ci / verify` and `ci / e2e` pass in run
`41752927822`. Greptile Apex reviewed this exact head at 5/5 with zero
unresolved threads; the branch has no merge conflicts. All three PRs now
meet the merge-ready bar; the stack remains unmerged pending operator
approval.
- Greptile Apex reviewed exact current head `fe4f682c879` at 5/5 with no
actionable findings and zero unresolved threads (summary updated
2026-11-04 at 01:24:40 UTC). Both settings-account and pending-selection
findings are fixed, replied to and resolved. The branch has no merge
conflicts. Current-head CI now passes in run `41752927822`.
- Seventeen new cases cover settings restored from actual saved query
records, matching/changed/signed-out identities, denied verification,
late crown responses without overwriting newer reads, and bulk-selection
changes during successful/failed reads. Sixteen fail the preceding
source and one preserves denial compatibility. Both settings paths reuse
the existing account-bound mutation guard; its optional explicit
QueryClient supports the workspace hook’s existing detached-host mode.
Primary-agent optimistic updates begin only after verification and
cleanup checks ownership and the cache revision.
- Earlier CI run `41749456480` on prior head `2cf7516f18c` has one real
server test failure: the owned-runtime case in
`idle-completed-history.test.ts` could not reach its HTTP child on port
34757 within 10 seconds (99 refused probes). Its other 1,829 cases pass
and three skip; the only other unsuccessful job is the downstream
`verify` gate. The exact selected case passes locally, and the entire
75-case file passes in 72.19 seconds on the exact `2cf7516f18c` source
tree with isolated PostgreSQL and a real child process on macOS
arm64/Node 25.6.1. The Linux CI startup cause remains unknown; these
local results are not a fix or CI acceptance. One failed-jobs retry with
debug logging was accepted on that unchanged head, then superseded by
the later settings fixes. Current-head CI remains required; no source
change was made for this failure.
- Current cache head `fe4f682c879`, based on read head `09d1db29dea` and
master `683fa4725e9`, passes all 1,198 focused tests across twenty-eight
files, UI typecheck, token gates and the enforcing query-error guard.
Dependent browser head `228c1b68d30` contains this exact application
source and passes standalone strict checking of all three browser specs.
Current-head CI now passes in run `41752927822`.
- Three new navigation regressions fail the preceding application source
and pass with the fix. They open three cached tasks before any receipt
resolves, leave the page before success or failure, revisit an
outstanding read without duplicating it, and recover an older failed
receipt after a fresh session succeeds while a later task remains
pending.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Nine new cases cover archive success/failure after sign-out and
another account takes over, both mounted and unmounted; cleanup
ownership when a newer archive uses the same task; session-check 429
exhaustion followed by matching, changed or signed-out identity; and a
failed read receipt followed by a new session read. They verify no
old-cache restoration, toast or navigation, retained newer hide flags,
no failed-check loop and no duplicate confirmed receipt. Seven fail the
previous implementation; two compatibility cases retain account-change
suppression. Initial test error-constructor and query-notification
timing assumptions were corrected before the passing checks.
- The inherited skills/app error-priority fix passes all 60 affected
tests and UI typecheck on both application branches. Its twelve new
regression cases fail the preceding read implementation. The
persisted-cache suite includes 48 cases.
- Six new regressions fail against the preceding application source and
pass with the fix. Actual worker-update and mutation-cache listeners
cannot reload a hidden tab between online 429 retries; the original
create key survives, and the update reloads once after a receipt. Real
self-hosted and Cloud sign-out work without crypto.randomUUID, with
stamped and unstamped builds. Saved reads are removed and account write
scopes are invalidated. An initial test-fixture type annotation error
was corrected before the passing typecheck.
- The 48 cache tests cover actual five-minute memory GC, the 20-task
bound across saved and live reads, original 24-hour expiry, denial
before session verification, unstamped cleanup, cross-tab revocation and
delayed flushes. Private GETs cannot cross account transitions. Bulk
edits require complete current agent data. Undo releases the update
blocker while preserving the Saved indicator.
- All 23 built-UI outage/write/loading cases pass in 4.5 minutes on
exact integrated head `228c1b68d30`, containing current cache revision
`fe4f682c879`: ten outage, six durable-write and seven loading cases.
The run uses bundled Chromium, the built UI, a fresh local-trusted
server and isolated embedded PostgreSQL on macOS arm64/Node 25.6.1. All
three specs pass standalone strict TypeScript checking. Owned temporary
server and database stopped.
- Earlier browser runs exposed and fixed cached-header, native Storage
cleanup and replay/session defects. A prior run passed 21/22 because
real WebSockets contradicted the simulated HTTP outage; the fixture now
closes existing socket pairs and holds new sockets through the same
outage deadline. An older CI run exposed a disposed response in the
Inbox route callback; pre-navigation snapshots remove that lifetime, and
the current full run includes that repair. Earlier failures and their
diagnosis remain in the discussion. The current full run passes. Broader
historical workspace failures remain documented in Refs #18822; this
does not claim a clean full workspace suite.
- Current-head CI passes on `fe4f682c879`. Controlled local outages do
not complete hosted authentication or a real Cloud restart/deploy
acceptance.

Commands for the current cache change and inherited read fix (the
current focused run also includes src/lib/inboxArchiveCache.test.ts and
src/pages/Inbox.test.ts):

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui exec vitest run src/hooks/useDurableSubmit.test.tsx src/hooks/useDurableAutosave.test.tsx src/hooks/useSignOut.test.tsx src/lib/persisted-query-cache.test.ts src/lib/service-worker-updates.test.ts src/lib/service-worker-cache-policy.test.ts src/lib/pending-send.test.ts src/lib/issue-execution-policy.test.ts src/components/InlineEditor.test.tsx src/components/MarkdownEditor.test.tsx src/components/NewIssueDialog.test.tsx
pnpm --filter @paperclipai/ui exec vitest run src/components/agents/AgentBulkRoster.test.tsx src/components/agents/AgentBulkSettingsSheet.test.tsx src/hooks/useAccountBoundMutation.test.tsx src/pages/IssueDetail.test.tsx src/components/TaskChatThread.test.tsx src/components/TaskChatThread.task-creation-order.test.tsx src/api/client.test.ts src/api/agents.test.ts
pnpm --filter @paperclipai/ui exec vitest run src/hooks/useCoordinatorWorkspaceEnabled.test.tsx src/context/PrimaryAgentProvider.test.tsx src/components/CoordinatorWorkspaceSetting.test.tsx src/components/primary-agent/PrimaryAgentPresentation.test.tsx src/components/MobileBottomNav.coordinator.test.tsx src/components/CoordinatorSidebar.test.tsx src/pages/Issues.coordinator-routing.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This deliberately saves task content on the local browser for up to 24
hours. The allowlist excludes credentials and ephemeral capabilities.
Local storage can be disabled or full; persistence then fails without
blocking the app. Restored data can be stale and never grants server
access. A user or access change clears cached account reads and
invalidates pending writes. The browser outage suite and real hosted
deploy acceptance remain release requirements. There are no migrations
or new dependencies.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is 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
- [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 bug report 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] The focused local tests for this change pass
- [x] I have added tests and updated relevant documentation
- [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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 15:40:30 -08:00
a3313f6944 fix(ui): complete read recovery and enforce query error rendering (#18822)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board reads task, agent, settings, plugin, and run data from the
server.
> - A deploy can interrupt those reads after content is already visible.
> - Local error branches can replace that content with an error or show
raw codes.
> - This pull request moves the remaining reads to the shared recovery
behavior.
> - The query-error guard prevents new local error patterns from
returning.

## Linked Issues or Issue Description

**What happened?**
Loaded lists, settings, task panels, and manual reads could clear their
content or show errors during a server restart. Some reads also disabled
the shared retry policy.

**Expected behavior**
Keep loaded content during a temporary failure. Show the shared
connection banner. Retry reads after recovery. Replace content after a
real access denial or missing resource, with readable copy.

**Steps to reproduce**
Open a task, settings page, or run log. Return 503 with
`tenant_app_unavailable` from the API. Restore the API and check that
content refreshes. Repeat with 403 and 404 to check the failure state.

Related merged work: Refs #15754, Refs #15772, Refs #17960. This change
covers remaining reads and enforcement. Browser persistence and the
outage browser suite follow separately.

## What Changed

- Repair an existing PostgreSQL deadline fixture at UTC boundaries. A
daily cap defers a heartbeat until both its original interval and the
next UTC day allow it. Keep the counted run in its seeded day and cover
noon, just before midnight and the first second after midnight with
explicit clocks and real PostgreSQL. Production scheduling is unchanged.

- Integrate the saved list, settings, shell, task, and manual-read
recovery changes against current master. Preserve the current task,
Inbox, and run-log structure.
- Add `useResilientFetch` for component-local reads. Preserve loaded
data, cancel stale requests, and retry through the shared connectivity
policy. Keep browser and pairing capabilities in memory.
- Retain run log chunks across stream changes and catch up after
recovery without duplicate chunks or stalled requests.
- Keep genuine authorization and missing-resource failures visible.
Translate known single-word codes such as `forbidden`. Show known skills
and disconnected-app failures before sibling loading states. Keep Retry
bound to its failed request.
- Make the query-error guard enforce by default and run it in the CI
policy job. Document the narrow exceptions and the read recovery
contract.
- Invalidate pending OAuth discovery when the operator leaves setup or
its context changes. Keep reserved-popup cleanup bound to the current
attempt.

## Verification

- Current read head `09d1db29dea` is merge-ready: all 59 check runs are
completed (54 successful, three skipped, two neutral), the legacy Snyk
status is successful, and both required `ci / verify` and `ci / e2e`
gates pass. Greptile Apex reviewed this exact head at 5/5 with no
unresolved threads; the branch has no merge conflicts. The current CI
run is `41748339602`.
- Current read head `09d1db29dea` includes master `683fa4725e9`. The
latest change touches only the existing server deadline test fixture.
Application source remains the previously verified `86376fa751e`
revision: all 60 affected skills/disconnected-app tests and both
application UI typechecks passed, along with token gates and the
enforcing query-error guard. Those UI suites were not repeated for this
test-only repair.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Twelve new regressions fail against the previous implementation. Both
skills variants and disconnected-app pages show either request's 403 or
429 while the sibling pauses or remains fetching. Permission failures
stay visible. Retry stays usable for its failed request and recovers
independently. An initial test-fixture query-key typo was corrected
before the passing run. The finding is replied to and resolved. Greptile
reviewed prior application revision `86376fa751e` at 5/5 with no new
actionable findings or unresolved threads. The current test-only head
has now received its own Apex 5/5 review with no unresolved threads, and
its CI is successful as recorded above.
- The preceding OAuth fix passed all 237 setup tests on both application
branches. Its ten regressions prove that Back, Cancel, unmount, or
context changes retire initial discovery without creating a connection,
caching old identities, navigating an abandoned popup, or closing a
newer attempt.
- Earlier master integration `e992f770339` passed all 309 tests across
eight affected Slack, recovery, retry, submission and task files, plus
UI typecheck, token gates, enforcing query-error scan and seven guard
tests. The integration preserves Slack workspace reconnect and shared
recovery, readable execution errors, source-inspection company scoping,
and current submission behavior. Newly inherited retained-file recovery
controls keep cached data through transient failures and hide it after
definitive denial.
- The preceding cache head `97c0bc3966f` passed 1,038 focused
cache/write/editor/account/task/API tests. All 22 built-UI
outage/write/loading cases passed in 4.7 minutes on exact browser head
`b7deaaee5da`, with strict checking of all three specs. The latest
skills/app rendering fix is covered by its affected component suites;
those broader cases were not repeated for this separate read path.
- Historical broader UI, CLI and build results and unresolved aggregate
server/DB/adapter failures remain in the PR discussion. Interrupted CI
runs were audited and recorded separately; they are not counted as
passes. Controlled local outages do not prove hosted authentication or a
real Cloud restart/deploy. Real hosted acceptance remains required after
merge and deployment.

Commands for the latest fix:

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This migration touches many read surfaces. The main risks are initial
loading, request cancellation, retained authorization state, and run-log
paging. The tests cover those states. There are no server, schema,
dependency, or API contract changes. The follow-up browser suite and
hosted deploy acceptance are required before release acceptance.

Recovered commits retain their original authors. If squash-merging,
preserve `Co-Authored-By: Bender (Fable) <bender@agents.paperclip.ing>`
and the Paperclip trailer.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is not exposed. Saved
source commits keep their original authorship.

## 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 bug report 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] The affected local tests pass; broader limitations are recorded
above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 14:07:18 -08:00
DottaandPaperclip 652cd76026 fix(ui): expose Stop for failed native retries (#18899)
## Thinking Path

> - Paperclip manages agents and their tasks.
> - A native run can fail while it still owns a same-run retry.
> - The server supports Stop for that pending execution.
> - Run details show Cancel only for queued or running records.
> - A failed pending retry therefore has no ordinary cleanup control.
> - This pull request exposes the existing Stop eligibility and uses the
existing cancellation endpoint.

## Linked Issues or Issue Description

Refs #14743 and #14733 for correlated native Stop. Those changes cover
backend cancellation and protocol qualification. They do not add the
failed-run control to run details. Searches of current master and open
PRs found no matching UI repair.

**What happened?**

A native run can show failed while its coordinator still owns a
retryable failure with no accepted result. The backend can cancel that
retry. Both run-detail implementations hide the cancellation button
because the record is terminal.

**Expected behavior**

The selected run offers Stop when the server confirms that pending
native retry. Unknown, legacy, terminal and accepted-result states do
not gain this control. Existing queued and running cancellation stays
available.

**Steps to reproduce**

Render either run-detail implementation for a failed native run with an
eligible retry. The original UI has no Stop button. The original batched
execution projection has no eligibility field. The regression tests
exercise both real components and the actual PostgreSQL projection
query.

**Paperclip version or commit**

The missing control and projection field were reproduced on
44a4ca1c61. Fresh master 8fd917aedf has
identical affected production blobs before this repair.

**Deployment mode**

Board run details for a native Runner task. Local verification uses
rendered React components and PostgreSQL. No hosted task mutation or
provider retry was performed.

## What Changed

- Add optional `execution.canStop` to the existing batched projection.
Read the matching retryable coordinator and absence of an accepted
result. The cancellation endpoint remains the authority owner. Add no
database queries.
- Exclude Grok failed retries from the new hint and both consumers. The
existing Grok Stop endpoint cannot accept a failed retry before
assignment. Keep this limitation explicit and preserve its active-work
authority checks.
- Show Stop for eligible failed runs in both run-detail consumers. Keep
the existing cancellation endpoint and its company, actor and row-lock
checks.
- Use the existing request-correlation contract for failed-native Stop.
Persist one scoped identity before sending and recover it after remount
or reload. Read a matching canonical claim only for the same board
actor, company and run. Use the existing UUID fallback on ordinary HTTP.
Never retry Stop automatically. Refresh the selected run and history
after either outcome.
- Report a stale conflict or a true no-op200 response. Accept a matching
durable pending cancellation intent without requiring terminal
acknowledgement. Keep running, queued and Grok calls unchanged.
- Add actual rendered interaction tests, real batched-query controls and
a short execution contract. Keep maps unchanged for this bug fix.

## Verification

- Untouched UI and real Postgres producer reds cover missing Stop and
missing eligibility. A valid Grok review found an unsupported failed-run
action; actual broker, projection and rendered controls reproduce it
before exclusion. No backend authority was expanded.
- The original60-case focused suite passed, including26 rendered cases,
the batched producer, and actual Grok broker/assignment fences. The
related57-case scope passed before the Grok correction; it is not
presented as final-head proof.
- A fresh native4/5 review found a stale200 no-op. Both actual rendered
consumers failed that new assertion. The real authenticated
HTTP/Postgres fixture proves `canStop=true`, coordinator revocation,
uncorrelated unchanged200 with a cancellation activity, and existing
correlated409 with no new activity or run mutation.
- The correlated repair passed82 affected cases before master
reconciliation. Exact `74c60c9ffe11c05bc85f3d0fa5a136f7e9d445cd`
passed80 rendered/API, HTTP and native-correlation cases. The render
scope verifies request bodies, stable identity after an unknown outcome,
no-op200 error, pending intent acceptance, wrong-run/request denial and
existing active/Grok behavior.
- Subsequent current-head reviews found remount identity loss and
unavailable `crypto.randomUUID` on ordinary HTTP. The corrected helper
passed 52 rendered cases across both consumers, including an unknown
response, initial scoped storage persistence, a prior browser record
with a unique never-mounted run identity, exact ID reuse, canonical
claim recovery, actor switch, wrong run and HTTP UUID fallback. A real
local-board identity mismatch was reproduced with two additional reds
before using the actual server-projected actor ID.
- Real authenticated HTTP and existing native-correlation suites passed
45 cases for canonical claim recovery and actor fences. Production UI,
server and vendored Runner builds and all server/UI type layers passed
at the prior reviewed helper head; exact final
`e0f723b1c86f1529029bf141943323764de28c22` UI types, token gates and
production build passed.
- Fixture failures are retained separately: a missing local SDK build
dependency, and a missing coordinator FK teardown in the new HTTP
fixture. Neither is a behavior red. Both fixtures were corrected and the
affected tests passed.
- Previous-head3d CI required one diagnostic rerun after a Runner
shutdown and a real account-list migration assertion. Two
untouched157-test runs did not reproduce the assertion. Complete
original row equality is unavailable. The assertion remains unresolved;
no test was sorted, skipped or changed to green CI.
- Previous-headf12 CI lost eight child runners. Its one authorized
failed-job retry also lost e2e5 to an explicit shutdown. No second retry
was issued. Those failures remain recorded. Current-head CI and both
substantive reviews are required; older checks and grades are not
credited.
- Previous-head74c CI found a real monitor scheduler timeout. An
untouched local replay and diagnostic-only replay reproduced it: the
original manual-monitor run was still running at the unchanged
three-second deadline. The cause remains unresolved; temporary
diagnostics were removed, and no assertion, timeout or production
monitor policy was changed. No CI retry was issued.
- Exact local `906af5c942ee0963eb4b64552160b57a18bcd2d1` integrates
normal master after #18930 merged. All reviewed Stop production and test
blobs remain unchanged from `e0f723b1c86f1529029bf141943323764de28c22`.
The four rendered, projection, HTTP and correlation files passed 99
cases after integration. All UI/server type layers, token gates and
production UI/server/Runner builds passed at that exact head; the server
build stamp records it.
- Previous-head e0 CI reported a Discord ownership error. That original
failure is preserved. Separate #18930 proves and repairs receiver
construction/renewal races with the same error; the original CI
scheduling order remains unproved. This branch now contains that
ordinary master merge and requires fresh CI rather than rerunning the
old failed attempt.
- Full repository checks were not run locally for this narrow slice. No
hosted task, provider execution or Stop receipt was created by this
work.

## Risks

Grok failed retries remain unsupported by this UI change. The existing
Grok running and queued Stop action, revoke path and assignment fences
are unchanged. A valid initial review caught the overbroad hint; actual
broker, projection and rendered regressions reproduce it before
correction. No backend cancellation authority was widened.

The optional hint can become stale. It grants no permission. The
existing cancellation path rechecks current authority and can reject the
request. Run details show that rejection. Older servers omit the hint,
so failed runs keep their existing behavior until the server updates. No
retry, task hold, accepted-result decision or provider receipt is
changed.

## Model Used

OpenAI GPT-6.1 Sol (`gpt-6.1-sol`) in Codex, with source editing,
terminal execution and tool use. The host did not report its
context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] 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>
2026-11-03 23:18:08 -06:00
DottaandPaperclip b40e6edaea perf(inbox): combine startup reads and reduce refetch pressure (#18790)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Mine shows the work and failures that need the viewing user's
attention.
> - A reload waits for account access, task rows, parent captions and
failure state.
> - Those reads form several browser request stages before useful rows
appear.
> - Live invalidations can also restart the same task-list request more
than once.
> - This change supplies startup data together and removes redundant
refresh work.
> - It preserves current authority, failure presentation, archive state
and row stability.

## Linked Issues or Issue Description

Refs #18645. Related: #18642. This change implements the read-receipt
behavior independently on current master. It does not use that PR's
branch or patch.

**What happened?**

Mine starts its primary request after the session, company and
board-access reads. It then requests parent captions and rich failure
context. Four observed loads spent another 0.45–0.70 seconds after the
primary rows arrived. One slower load waited 1.71 seconds for parent
context. The same run observed two HTTP 429 responses. These timings
identify request waits; they do not attribute the delay to SQL or Node
CPU.

Read receipts also invalidate general task collections and dashboards.
Overlapping parent and child invalidations can start two requests and
abort the first.

**Expected behavior**

The initial page should use one account-safe startup projection and one
complete Mine response. A read receipt should refresh the affected
viewer's inbox state. Each invalidation batch should refresh a covered
query once. Required captions and current failure state must be ready
before first reveal. Existing rows should remain usable during a
transient refresh error.

**Steps to reproduce**

1. Open a populated Mine inbox with parent tasks outside the visible
index and a current failed run.
2. Reload with browser HTTP cache retained and application query state
empty.
3. Inspect the session, company, board access, task-index and context
request sequence.
4. Open or mark a task read and inspect the unrelated collection
refetches.

**Paperclip version or commit**

Baseline: `44a9a043b80c18314d8dd89556f444dae696d3d6`.

**Deployment mode**

Authenticated board UI. Local proof uses the real APIs and database with
a synthetic session resolver. No hosted candidate deployment is claimed.

## What Changed

- Add optional, same-user `boardBootstrap` data to the existing session
response. Seed account-keyed company and board-access reads from it.
Keep ordinary endpoint reads for fallback, retry and live
reconciliation. A returning account cannot reuse revoked cached access.
Cache collection and later real refetches remain effective.
- Add the board-only Mine snapshot endpoint. Reuse the canonical issue
selector, private-task filtering, run-read decisions, secret redaction
and interruption/recovery presentation. Assemble the fixed 100-task
page, parent captions and bounded 200-run failure window on the server.
Start independent reads together. Optional source errors keep successful
task rows usable.
- Keep array-shaped source caches for archive and undo. Key Mine source,
context and reveal state by account. Validate the response's user stamp
before committing it. Remove array-only cross-tab Mine broadcasts, which
cannot carry its paired failure context. The server retains
authenticated in-flight coalescing.
- Scope read-receipt invalidation to the affected viewer's inbox, badges
and chat unread state. Keep company and task audit views fresh. Preserve
genuine task mutations, run updates and subscription-gap reconciliation.
- Remove covered scalar-prefix invalidations within a batch. Preserve
predicates, exact matches and different query/refetch constraints. A
later event can still refresh again.
- Retire Mine in-flight reuse after local company activity or run
lifecycle changes. A post-archive read starts fresh. Old work keeps its
admission slot until it settles, even if every HTTP client aborts. The
eight-compute limit stays in place.
- Add API, component and browser regressions. Extend the production
timing harness with matching API/UI artifact receipts, retained-cache
reloads, request status counts, layout checks and optional controlled
network latency. Update API and verification documentation.

## Verification

- Full `pnpm -r typecheck` passes.
- Full `pnpm build` passes.
- Token gates, map checks and diff whitespace checks pass.
- 72 Inbox component tests pass. Startup-specific checks pass, including
account switching, revoked cached access, malformed/absent bootstrap
data and cache collection. The canonical authenticated bootstrap route
also passes against real PostgreSQL.
- Six real PostgreSQL Mine route cases pass, including full equivalence
with legacy authorized projections, privacy, fixed bounds, membership
revocation, coalescing, archive freshness and aborted-client admission.
Four focused legacy coordinator controls pass. Six assembly tests pass.
- Refetch and invalidation regressions pass. Meaningful pre-fix tests
observed two request starts and one abort for overlapping invalidations;
the fix produces one start and no abort. The archive race test observed
the post-archive GET joining the old body before the fix.
- All 11 existing startup browser checks pass, including Tasks/Mine code
loading, desktop/mobile bounds, non-streamlined Coordinator, task
navigation, failed preloading and Back position. The nine focused
startup, fallback, partial-source error, rate-limit recovery,
archive/undo and geometry cases also pass. The 429 cases use the
inherited retry window. Archive and keyboard undo are corroborated
through the real API and reload. Authentication and failure fault
injection in these cases are explicitly simulated.
- Matched production before/after timings are complete. Full aggregate
Vitest coverage is left to CI. At 15:15 UTC, the final-head runner gate
and `review` workflow pass. The 45 build/test/policy jobs are queued;
the Build job has no `ubuntu-latest` runner assigned and has executed no
steps, so remote aggregate results remain unverified. Paperclip Review
and Superagent Security Scan are in progress. Superseded runs for this
PR were cancelled. No current-head check has reported a failure; the CI
checklist remains open. The remaining step is runner allocation and
completion of those external checks; persistent queueing needs the
repository CI owner's attention.
- Greptile completed on final head
`ecde295565309275c4f2fae903caf6892f1eaafd` at 5/5. The map-scope finding
is fixed and resolved; there are no open review threads.

### Matched browser timings

Five alternating baseline/candidate pairs per network scenario, measured
serially
in headful Chrome 156.0.8078.80 on Apple silicon with Node 24.22.2 and a
1440×900
viewport. Both production UIs use their matching real API revision
against one
fixed disposable PostgreSQL fixture: 34 tasks, 31 visible task rows, one
paused
agent and one terminal failure. No active agent/provider work. HTTP
cache is
retained; each initial sample reloads the document and clears
application query
state. Warm navigation and Back retain query state. CPU and throughput
are native.
The 100ms scenario uses CDP minimum request-to-response-header latency
without
request interception. It is a controlled request-dependency experiment,
not a
staging reproduction.

Values are median milliseconds with min–max in parentheses. Paired
saving is
baseline minus candidate for each alternating pair; its median differs
from the
difference of arm medians. Positive saving favors the candidate.

| Network / journey | Baseline | Candidate | Median paired saving |
| --- | ---: | ---: | ---: |
| Native / initial rows | 187.6 (128.9–208.5) | 191.7 (130.3–210.9) |
−23.3 |
| Native / Recent → Mine | 100.17 (99.90–101.87) | 100.07 (99.88–101.37)
| −0.16 |
| Native / task → Back | 70.45 (56.63–72.02) | 66.64 (56.52–67.71) |
+4.94 |
| 100ms / initial rows | 930.3 (914.1–1015.7) | 799.0 (697.1–826.0) |
+211.8 |
| 100ms / Recent → Mine | 100.09 (97.73–100.16) | 100.18 (96.65–100.98)
| −0.02 |
| 100ms / task → Back | 74.97 (62.77–75.82) | 75.47 (61.51–76.19) |
+0.35 |

The controlled-latency initial pairs all improve, saving 108.3–217.0ms.
Native
initial pairs have mixed signs (−67.5 to +78.1ms), so they establish no
reliable
native page-speed improvement. Warm and Back timings are effectively
unchanged.
Median primary-request start is 110.4→135.2ms natively and 497.8→480.9ms
with
100ms latency; these runs do not establish a large startup-only timing
gain.

API requests through the two-second post-reveal window fall from median
32
(32–37) to 27 (25–28) natively, and 37 (33–38) to 30 (25–32) with 100ms
latency.
All 20 samples preserve the same ordered 31 task links, first-row DOM
identity
and geometry. All recorded API responses are HTTP 200; zero unfinished
requests,
429s or JavaScript errors. Lower 429 incidence on staging remains
unproven.

Measured source: baseline `44a9a043b80c18314d8dd89556f444dae696d3d6`,
candidate
`4c12b2ef0ecf0754676e99bd6b9399e84408646c`. Final head
`ecde295565309275c4f2fae903caf6892f1eaafd` changes only two feature-map
files
and existing browser test expectations since that measured candidate;
production executable inputs are identical to the measured candidate.
Asset hashes, API
health revision receipts and every raw sample were retained. These
results do
not claim hosted-page improvement or deployment of this PR.

## Risks

- Startup enrichment adds work to the session read. Failure of this
optional projection falls back to the ordinary company and access
endpoints. It does not invalidate a valid session or replace per-request
server authorization.
- Account changes, stale cache entries and same-company navigation can
expose old presentation data. Account keys, principal stamps, reveal
scopes and canonical bootstrap replacement have dedicated negative
cases. Permission failures hide cached task rows; transient network, 429
and 5xx failures preserve them.
- Current failure state can differ from the historical failed run. The
snapshot uses the existing canonical rich projection and verified
missing-ID coverage. Partial context failures retain an explicit retry
path.
- Mutation retirement follows events delivered to the current server
process. This adds no cross-replica invalidation protocol or distributed
read-after-write guarantee.
- New UI assets require the matching API. Older UI/session consumers
retain their existing response and endpoint behavior. There is no
database migration, provider call or deployment change.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, browser
automation and delegated source review. The exact runtime model 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 either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 09:28:57 -06:00
DottaandPaperclip 27d35314be feat: connect experimental Cursor Cloud to native Runner (#18069)
## Thinking Path

> - Paperclip helps people manage AI agents at work.
> - Native Runner owns execution and task authority.
> - Operators need an explicit native Cursor Cloud choice.
> - Tools/files need company, task, session and run scope.
> - This connects setup and lifecycle to Runner Core.
> - Legacy agents retain their selected runtime/history.

## Linked Issues or Issue Description

Depends on #18068. Managed-only API placement and API-owned Stop
containment are in #18310. Refs #5664, #11803, #17299, and #17471. No
duplicate native integration was found.

## What Changed

- Add explicit native setup, Test, saved settings and dispatch with
no-prompt account/catalog/callback checks.
- Scope MCP to company, agent, task, session and run through
authenticated HTTPS. Register verified artifacts/work products; preserve
unpriced accounting, completion and budgets.
- Connect Question/Plan continuation, cold handoff and admitted fresh
sessions; recheck waiting admission under the task lock.
- Present audited Stop intent while preserving physical containment
proof; bound typed Stop metadata. Preserve title edits through
preference/navigation readiness.
- Select one live/history representation per run to prevent duplicate
settled cards. Integrate upstream task/read-state/retry/schema contracts
and repair two test fixtures.

## Verification

Core #18068 merged normally as `3910352c923a`. Product head
`5a60f541c982` has passing repository CI/build/browser checks, including
required `ci / verify` and `ci / e2e`, plus a fresh exact-head Greptile
5/5 review with zero unresolved threads. Two non-required external app
checks remain pending: Paperclip Review is queued waiting for its
assigned agent; Superagent Security Scan is reviewing the diff. These
are not claimed completed. The normal merge endpoint enforces the
repository rules; no policy or status override is used. The dependent
Top PR is addressing its fresh deferred-Stop review finding.

Product `5a60f541c982` passed 270 UI and 20 selected
Cloud/native/disk-full tests, UI/server typechecks, tokens and maps.
Top’s clean normal merge passed tokens/maps/diff checks; its matrix is
pending. Earlier receipts retain Core’s 47 Rust, 4 compiled-native
retirement and 19 settlement controls, normal Runner build, and runtime
9af build/recursive typecheck. Reproduced loading/shutdown CI fixture
failures passed 7/7 browser and 121/121 unit tests, including a
broken-unsubscribe negative control. No timeout/oracle was relaxed.

The actual-parent restack adopts 75 mainline paths, including
schema/permission and generic runtime changes, beyond the prior two
fixture repairs and client projection fix. The full difference from
hosted `9af1a5de42a2` is therefore larger than four files; backend
source also differs. The merged config-read checks match Core391, and
the Cursor placement/runtime/relay/selection modules match frozen9af;
selected affected regressions pass. Paid proof keeps its actual 9af
source/image identity. The separately tested live/history card fix is
not claimed deployed on that host.

On 9af, original saved settings survived reopening and fresh no-prompt
Test authenticated catalog/model/binding; no new Save is claimed. Fresh
Linux admission passed. With `claude-sonnet-4-5`, Artifact downloaded
exact 27 bytes and matched 121 canonical identities in complete
S3-served history. First Stop’s strict quiet FAILED on a 10.373-second
gap despite independent cancellation/no late artifact. One targeted
unchanged-sampler retry retained all 24 samples: 35.076 seconds quiet /
maximum gap 4.584 seconds, 67 ordered canonical identities, and separate
CANCELLED/artifact-absent status after the original 180-second deadline.
The pre-reload duplicate settled card is disclosed. Exact-ID cleanup for
the three new provider agents is awaiting authorization, so full grades
and the fresh Artifact’s post-cleanup download remain blocked. A
historical deleted-provider artifact was newly downloaded on 9af;
original F226 Question/Plan/reconnect and cleanup proof keep their
identities.

Retained failures: stale fixture 132/133; E8 48/135 with 87 reset-hook
failures; Mac 17 SQL failures/skips; earlier
title/startup/custody/Stop/deletion failures with unknown causes/bounded
recoveries; `dea023` Stop’s warning/50 duplicate identities; pre-repair
ACK and original Core CI failures. WSP’s 251-assertion, 7/8-suite
attempt failed physical PostgreSQL teardown; the unchanged wrapper rerun
passed 128. Retry alone establishes no cause or full local-suite pass.
All paid attempts remain recorded; vendor dollar cost is UNKNOWN.

## Risks

Experimental: Cursor independently acknowledges neither the effective
model nor instruction digest before the first prompt. Explicit values
are submitted and checked through behavior; unpriced provider dollar
cost stays UNKNOWN.

Callbacks need authenticated reachable HTTPS. Scope, revocation,
budgets, completion and cleanup remain authoritative. Operator Stop
intent is separate from physical containment. Saved legacy agents retain
their selected runtime. Prior shared title-save/deletion failures remain
disclosed.

## Model Used

OpenAI Codex, GPT-6 family, assisted with reasoning, repository tools,
code execution, browser verification, and delegated code review. The
serving model’s exact API ID and context window are not exposed. No
value is 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 and the limits of available model
metadata
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have linked public issues or described the issue in this PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch describes the change and contains no internal ticket ID
- [x] I have run the scoped local tests reported above; pending gates
are stated separately
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented the risks
- [x] All required CI gates pass on the current head
- [x] Fresh Greptile is 5/5 with no unresolved findings on the current
head
- [x] I will address all reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 09:01:39 -06:00
DottaandPaperclip 58308a3e63 perf(apps): scope sidebar review counts to one connection (#18688)
## Thinking Path

> - Paperclip helps people manage AI agents and their governed app
access.
> - The Apps sidebar displays a Review badge for one connection.
> - It polls the full company attention service every 30 seconds to get
two counts.
> - That service also loads every profile, rule and active catalog
entry.
> - This pull request adds an authorized connection read for only those
counts.
> - The same badge now avoids unrelated profile evaluation and database
result decoding.

## Linked Issues or Issue Description

**Current behavior**

The contextual sidebar polls company-wide attention. It needs only one
connection's signed pending action count and whether any catalog entries
are quarantined.

**Proposed behavior**

Both sidebar variants poll a connection-scoped count endpoint with
existing connection read authority. The full attention API stays
unchanged.

**Reason and benefit**

The retained 200-profile fixture performs seven service queries and
returns 80,115 rows for this badge. The new reader performs one query
and returns one row. This reduces local service CPU and avoids
unnecessary decoded profile/rule data. Related merged evaluator fixes
are already in the baseline: Refs #18673, Refs #18681. A search found no
existing PR for this scoped count reader. ROADMAP.md contains no
duplicate planned work.

## What Changed

- Add the narrow shared DTO, typed client, guarded REST/OpenAPI route
and catalog-owned reader.
- Count independent aggregates with both company boundaries and exact
signed-argument semantics. Keep archived counts at zero.
- Update both contextual sidebar variants. Keep the exact badge, 30
second interval and existing attention-prefix invalidation.
- Add PostgreSQL differential tests, authenticated HTTP tests, sidebar
tests, a repeatable benchmark and access documentation.

## Verification

- Baseline: `3f8ebfff8aa9febd0733c6f65b07485dcadfd0e2`, including both
merged evaluator fixes. Service treatment: `0827f7d0b3`; route/fixture
refinement: `230c42ee15`; final local existence gate: `390a218254`.
- Passed: focused PostgreSQL differential test; assembled HTTP test with
board session and agent JWT; 14 sidebar component tests; token gates;
map checks; diff check.
- Fixture: 200 profiles, 76,000 rules, 1,900 active tools, 695 removed
references, 12 agents, a sibling connection and 2,000 unrelated
historical invocations. Complete normalized two-count results are equal
on both paths.
- Quiet local measurement: seven alternating warm pairs after two warmup
pairs, Node 24.22.2, macOS, real disposable PostgreSQL. Legacy/new
service CPU median: 213.891/1.680 ms; ranges:
209.329–228.552/0.515–6.137 ms. Wall median: 156.867/1.248 ms; ranges:
151.739–162.289/1.115–1.386 ms. Queries: 7/1. Returned rows: 80,115/1.
- Run `cd server && node --expose-gc --import
./node_modules/tsx/dist/loader.mjs
scripts/benchmark-connection-review-counts.ts`. See
`doc/connection-review-counts.md` for scope and failure history.
Byte-volume accounting runs outside timing; no HTTP payload reduction is
claimed.
- Initial raw scalar SQL failed with ambiguous columns. Typed subqueries
fixed it and passed real PostgreSQL equality. Initial fixture agents
lacked permissions and correctly received 403. The final fixture grants
explicit authority and tests revocation. An initial benchmark included
byte serialization in timing; the reported run excludes it.
- Passed required local `pnpm -r typecheck` and `pnpm build`. The
initial sandbox typecheck could not open the tsx IPC socket; the
escalated rerun passed. Full monolithic `pnpm test:run` was not run
locally: repeating a 15–25 minute suite serially across both performance
PRs adds no distinct evidence. Broad suite acceptance uses final-head
CI, which runs the same general/serialized test partitions and the
native Runner lane. Final-head CI is in progress.
- Passed built-static Chromium journey on an owned local-trusted server
and disposable PostgreSQL: Review 3 appears, only scoped counts are
requested by this sidebar, resolving requests/clearing quarantines then
reloading removes the badge, and archived counts are zero. The first ad
hoc launcher omitted required decision-service options and failed at
startup; using the normal no-op wake callback fixed that harness.
- Greptile identified an invalid resolved-request fixture label.
Corrected `denied` to the declared `rejected`, then reran the real
PostgreSQL differential test. The count SQL and non-pending exclusion
are unchanged.
- The first final-head CI failed the static cross-tenant
existence-oracle guard because the new explicit resource company
assertion had no nearby `hasCompanyAccess` gate. Existing management
admission already rejects foreign resources with 404. The route now also
follows the standard local two-step gate. The unchanged guard plus
authenticated HTTP negative cases passed (3 tests). No allowlist or test
was weakened.
- These local service measurements do not prove hosted performance. No
deployment is included.

## Risks

Low risk. New read admission reuses existing current-authority checks.
The old attention API is unchanged. Counts still require database work
over relevant pending/catalog rows. No cache, schema migration or
telemetry is added. Roll back this PR if the badge differs or scoped
reads deny previously permitted users.

## Model Used

OpenAI `gpt-6.1-sol` (Sol 6.1), with reasoning, tool use and code
execution. The host does not expose the configured context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] 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>
2026-11-02 17:12:22 -06:00
DottaandPaperclip 554a770c6f perf(apps): scope connection profile configuration reads (#18687)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps Permissions page reads saved access profiles for one
connection.
> - The page fetched every company profile, rule, and binding.
> - It used only the app profile and eligible task-granted profiles for
that connection.
> - This pull request adds a saved configuration read owned by the
profile service.
> - The route keeps current connection and per-profile management
checks.
> - The benefit is fewer database rows, less Node work, and a smaller
response for the same displayed configuration.

## Linked Issues or Issue Description

**Subsystem affected**

Server profile configuration reads and the Apps Permissions and Review
data caller.

**Problem or motivation**

One connection page loaded and serialized unrelated company profiles. In
the local fixture, this produced a 32.35 MB response with 76,001 rule
rows.

**Proposed solution**

Select the displayed connection's app profile and exact eligible
connection-intent profiles before loading their entries and bindings.
Return an explicit configuration DTO with complete selected arrays. Keep
summary and pending-review work on the existing full API.

**Alternatives considered**

Filtering the full response in the browser retains the database and Node
cost. Truncating the full API would break other clients. Filtering
entries to the connection would lose selectors and bindings needed by
saves.

**Roadmap alignment**

This improves the existing governed Apps capability. It does not add a
new access policy. Related merged work: #18673 and #18681. Related
harness cleanup: #18683. Public PR searches found no duplicate
connection configuration projection.

## What Changed

- Add `ToolProfileConfiguration` and `GET
/api/tool-connections/{connectionId}/profile-configuration`.
- Select `app:<connectionId>` at any status and exact active, correctly
bound `connection_intent` profiles. Run the existing per-profile
visibility filter before configuration queries.
- Preserve complete ordered entries and bindings. Keep all save
behavior, empty-binding install fallback, and the existing full profile
API.
- Switch AppDetail and AgentConnectionAccess to the configuration DTO.
Use a distinct cache key below the existing profiles prefix so mutation
and reconnect invalidations still refresh it.
- Add real PostgreSQL differential and authenticated HTTP tests, UI
caller coverage, a reproducible benchmark, and access-map documentation.

## Verification

Baseline: `3f8ebfff8aa9febd0733c6f65b07485dcadfd0e2`, after both #18673
and #18681. Final head: `b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`.
Current implementation and reproduction details are in [the performance
note](https://github.com/paperclipai/paperclip/blob/b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22/doc/performance/2026-11-02-connection-profile-configuration.md).

- AppDetail: 79 tests passed. Existing access/action saves, install
fallback, grant removal, errors, and refresh cases use the new caller.
- Real PostgreSQL differential: passed. Full ordered selected
configuration equals the old full-list selection. Cases cover extra
bindings, sibling selectors, wrong source/key/status/binding, null and
non-string agent metadata, fresh mutations, empty app bindings,
visibility filtering, and company scope.
- Production HTTP authentication: API key and run JWT cases passed.
Hidden personal accounts omit spanning profiles. Private connection
reads fail. Restored ownership restores visibility. Revoked management
grants deny fresh calls. Final UID canonicalization and foreign-company
404 assertions passed on the current head.
- Map structural check, token gate, and `git diff --check`: passed.
- Required local `pnpm -r typecheck` and `pnpm build`: passed on the
current head. `pnpm test:run` was started once. Its first chat shard
passed (337 tests, 151.87 seconds); the second shard was intentionally
interrupted after the complete final-head CI suite passed. This partial
local attempt is not a full local test pass. The same stable-runner
general and serialized partitions and Runner lanes passed in [final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/41538805231),
including aggregate `ci / verify`. No local assertion failures were
observed before interruption.
- Final-head focused acceptance: four files, 85 tests passed. Full token
gates, maps, and module boundaries passed.
- Actual browser acceptance passed on the current checkout with isolated
real PostgreSQL and a local trusted board. An action saved as Off
persisted after reload. Both app agent bindings stayed intact. Removing
an agent-only task grant persisted after reload. Requests used only the
narrow profile endpoint. No browser exceptions occurred. No responses
were mocked. No provider calls or hosted changes were made. The helper
stopped the owned runtime and database after the check.
- Final exact-head checks: 54 success, one clean neutral Paperclip
Review, three skipped, zero pending or failures. Legacy Snyk status:
success. No inline review comments.
- Greptile reviewed exact head
`b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`: 5/5, no findings, completed
successful check.

Five alternating unprofiled pairs ran with real PostgreSQL on
macOS/arm64, Node v24.22.2, and forced GC. The fixture has 210 profiles
(200 heavy profiles plus ten eligibility cases), 76,001 rules, 1,900
active tools, 695 removed tools, and 12 agents. The selected
configuration has two profiles and 1,391 rules. Each pair asserts
complete ordered selected DTO equality.

| Measurement | Full list | Configuration read |
| --- | --- | --- |
| Service wall ms, median [min, max] | 200.927 [193.319, 213.390] |
6.414 [5.508, 6.973] |
| Node CPU ms, median [min, max] | 262.751 [246.727, 271.573] | 27.525
[22.576, 29.308] |
| Select queries / returned rows | 7 / 78,139 | 3 / 1,397 |
| Actual response JSON bytes | 32,353,534 | 592,233 |
| Serialization wall ms, median [min, max] | 90.714 [88.715, 99.304] |
1.644 [1.637, 1.745] |
| Serialization CPU ms, median [min, max] | 90.644 [88.569, 96.778] |
1.654 [1.637, 1.807] |

Reproduce: `node --expose-gc --import
./server/node_modules/tsx/dist/loader.mjs
server/scripts/benchmark-connection-profile-configuration.ts 5`.

The benchmark measures the service and actual response JSON separately.
It excludes HTTP and authorization work through an identity visibility
callback. Node CPU does not include PostgreSQL CPU. No hosted or
foreground-under-load improvement is claimed.

Preserved failures: offline install lacked a locked tarball; frozen
online install passed. Sandbox localhost and tsx IPC restrictions
blocked initial DB/typecheck attempts; permitted retries use the same
checks. The first HTTP suite needed the unbuilt plugin SDK; its owning
build helper fixed setup. Shared typecheck caught a missing barrel
export, now fixed. A broad typecheck inherited the host's unpinned
nested pnpm executable; the owned stalled process was stopped and
restarted with pinned pnpm 9. The complete current-head CI suite and
aggregate verify passed. The separate Paperclip agent review published
5/5 with no findings at this head and completed with a clean neutral
conclusion. An added foreign-company assertion expected 403; the
existing guard correctly returned 404. Only the test expectation
changed. The first real browser attempt saved and reloaded the action
correctly, but grant deletion returned 422: the stress fixture had a
company binding, which makes that profile the company default. The UI
showed the existing deletion error. The second browser seed used the
production agent-only intent shape and passed removal and reload. This
does not change the stress fixture or product deletion gates. Initial
external browser script attempts also needed an ESM extension and the
correct dependency path. Logs, first-failure screenshots, traces, and
result files are retained in the local evidence directory.

## Risks

- SQL selection must stay aligned with connection-intent eligibility.
Differential fixtures cover the exact current predicate.
- A selected connection can still have many rules. This change preserves
all selected configuration.
- Per-profile authorization still reads current selected resources and
can add work. Connection visibility does not bypass that check.
- No migration, default-allow, effective-access, policy-review,
provider, or deployment behavior changes. The old endpoint remains
available. Rollback restores the old AppDetail caller and removes the
additive endpoint.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with code execution and repository tools.
The host does not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-02 16:55:56 -06:00
Devin FoleyandPaperclip 49b3804830 fix(connections): load permissions and show AI account identity (#18653)
## Thinking Path

> - Paperclip manages AI agents and their access to saved connections.
> - The Permissions page loads account details and permitted agent
choices.
> - Company-wide AI accounts repeat retained installation checks for
every candidate agent.
> - This makes target checks grow with the square of the roster size.
> - The browser waits without a deadline, and connection names do not
identify the provider login.
> - This pull request batches direct AI checks and bounds loading with
recovery controls.
> - Account details load separately and show a provider email or an
explicit profile-permission limit.

## Linked Issues or Issue Description

**What happened?**

Opening a saved AI account can leave Permissions on “Loading AI
account…” for minutes. The account itself can be connected. The existing
capability batch excludes AI connections, so a company-wide install
repeats checks for every installed agent for every candidate. Saved
names and Paperclip ownership also do not establish which provider login
a credential uses.

**Expected behavior**

Direct AI accounts reuse retained-target checks within one descriptive
request. The page shows loaded account controls or a bounded failure
with Retry. Permissions shows the provider email and organization when
the selected credential permits profile access. An unavailable profile
must not block maintenance or disconnect a working inference credential.
Writes still authorize current permissions.

**Steps to reproduce**

1. Save an AI account in a company with several agents.
2. Install the account company-wide.
3. Open its Permissions page.
4. Delay the account-list or grants response to exercise the loading
failure.

The maintained benchmark reproduces database work with synthetic local
data. Refs #17945, which added batching for non-AI connections. Searches
found no open PR for this AI-account loading fix.

## What Changed

- Include direct AI accounts in the existing board capability batch.
Referenced pool members, delegated actors, complex selectors, and
mutation authorization keep their existing evaluator.
- Add opt-in per-caller GET deadlines to the API client. A timed-out
caller detaches the stuck coalesced request so Retry starts a fresh
fetch. Other callers retain their own cancellation and results.
- Apply a 15-second deadline to AI account lists and grants reads. The
permissions view retries transient failures once and reports other
failures immediately.
- Share the parent Permissions grants query with AI account details.
Keep loaded controls visible after a background error and offer Retry.
- Add a grant-scoped identity GET and OpenAPI contract. The service
checks current membership and credential audience before it reads the
selected credential. It projects only the provider email and
organization; provider IDs, tokens, and raw errors stay private.
- Show account details independently of maintenance controls. Anthropic
profile denial has an explicit message and preserves connected status.
Transient profile failures have a separate Retry action. Observations
are cached for five minutes under the company, connection, grant, and
grant revision.
- Extend real PostgreSQL and authenticated HTTP coverage,
client/component regressions, map guidance, and the existing benchmark's
AI mode.
- Address the Apex file-size finding by moving gallery identity lookup
into the existing app display helper module. `AppDetail.tsx` is 984
lines; lookup behavior is unchanged.

## Verification

Local source checkout on macOS, Node 25.6.1, pnpm 9.15.4, and disposable
PostgreSQL 18.1. Provider calls use fixtures. No hosted deployment or
provider qualification is claimed.

- Passed `pnpm -r typecheck` and `pnpm build`.
- Passed all 87 tests in `connection-management.integration.test.ts` and
all 33 tests in `connection-install-capabilities.test.ts`.
- Passed 196 AI connection, identity-provider, and OpenAPI tests:
`ai-connections.test.ts`, `ai-account-identity.test.ts`, and
`openapi-routes.test.ts`.
- Passed 107 focused UI/client tests: `client.test.ts`,
`ManagedAiConnectionDetails.test.tsx`,
`AiConnectionAccountDetails.test.tsx`, and `AppDetail.test.tsx`.
- After the Apex extraction, passed UI typecheck/build and 106 component
tests across `AppDetail.test.tsx`, `AppNotConnected.test.tsx`,
`ManagedAiConnectionDetails.test.tsx`, and
`AiConnectionAccountDetails.test.tsx`.
- The authenticated HTTP tests compare complete grants responses across
human roles, for tool and AI connections. They verify a real install
mutation succeeds before revocation and fails afterward.
- A company-wide personal AI fixture checks 20 targets instead of 400.
Pool-member permission loss still denies the complete pool description.
- UI states covered: shared cached grants, stuck account/grants fetches,
one automatic retry, terminal failure, manual recovery, authorization
failure, background failure with retained controls, and unmount
cancellation. Client tests also cover stalled response bodies and
independent coalesced callers.
- Identity coverage includes actual bearer-key/JWT reads, private-user
and cross-company denial before provider access, revoked credentials,
provider 401/403/429/500, and grant-change isolation. A real local HTTP
fixture stalls the response body, verifies the shared 15-second
deadline, and keeps unrelated HTTP requests responsive. The test
shortens the native deadline to 100 ms. Profile permission denial leaves
the saved account connected.
- Passed `pnpm check:token-gates`, `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and `git diff --check`.
- The full local `pnpm test:run` started with the loading-only change.
All six chat shards passed. It recorded one failure in the unchanged
`heartbeat-retry-scheduling.test.ts` quota-rejection case. That exact
case passed a focused rerun on the final head. The initial failure cause
remains unconfirmed and its local log is retained; this is not a full
local-suite pass. The redundant local run was stopped with SIGINT after
final-head CI completed successfully.
- [Final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/41515556725)
passed on `ead8d276d4a2023614fff54b3e9a858f28c3178b`: typecheck, build,
all 12 server shards, all 3 chat shards, workspace suites, all 9
serialized suites, all 8 end-to-end shards, Runner checks, and the
aggregate verify gate. Security checks passed. Optional Storybook checks
were skipped by workflow policy. GitHub reports the branch mergeable
without conflicts.
- Apex reviewed head `ead8d276d4a2023614fff54b3e9a858f28c3178b` at 5/5,
confirmed the extraction resolves its earlier file-size finding, and has
no unresolved review threads.

The existing benchmark ran for the loading-only change now recorded in
commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce`, with `--purpose=ai
--baseline-ref=026fd9e3452`. The identity follow-up leaves that batch
source unchanged. Two warmups and five alternating samples exercise each
of eight fixture shapes. Complete positional capabilities, reasons, and
operations match the baseline in every sample.

| AI fixture | SQL calls before → after | Target reads before → after |
| --- | ---: | ---: |
| 1 agent, company install | 9 → 9 | 1 → 1 |
| 32 agents, company install | 5,248 → 164 | 1,024 → 32 |
| 100 agents, company install | 50,400 → 504 | 10,000 → 100 |
| 100 agents, partial install | 13,175 → 503 | 2,575 → 100 |

These counts measure the real service over local PostgreSQL. They do not
predict hosted page latency. To reproduce the standalone benchmark, use
a checkout of commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce` and run
the command below. Its isolation check intentionally rejects the later
identity follow-up's additional runtime changes.

```sh
node --import ./server/node_modules/tsx/dist/esm/index.mjs scripts/benchmark-connection-install-capabilities.ts --purpose=ai --baseline-ref=026fd9e3452
```

Run the final-head regression suites from the repository root:

```sh
cd server
pnpm exec vitest run src/__tests__/connection-management.integration.test.ts src/__tests__/connection-install-capabilities.test.ts src/__tests__/ai-connections.test.ts src/services/ai-account-identity.test.ts src/__tests__/openapi-routes.test.ts
cd ../ui
pnpm exec vitest run src/api/client.test.ts src/components/ai-connections/ManagedAiConnectionDetails.test.tsx src/components/ai-connections/AiConnectionAccountDetails.test.tsx src/pages/apps/AppDetail.test.tsx
```

## Risks

Descriptive permissions reuse retained facts within one request. A
concurrent change can leave a displayed choice stale; the next request
and every write still authorize fresh. Pools with referenced members
retain their existing cost.

The account and grants clients now bound each caller's wait. A browser
abort does not cancel an authorization read already admitted by the
server. The independent profile request uses a fixed Anthropic origin, a
bounded body, no redirects, and a 15-second deadline. Inference-only
credentials can return no email; that is reported without guessing from
a Paperclip owner or changing connection health. Profiles are fetched
only for the caller's authorized selected grant. No ambient CLI
identity, persistent identity cache, background polling, or
billing-identity change is added. Other API reads keep their existing
behavior. No migration is required. Staging has not been redeployed.

## Model Used

OpenAI `gpt-6.1-sol` through the Codex harness in T3 Code, with xhigh
reasoning, code editing, execution, and test tools. The host does not
expose the context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change 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>
2026-11-02 12:29:03 -08:00
DottaandPaperclip 946735d03a Persist task sorting in URLs and show newest routine tasks first
Save task sort choices in URLs across task views. Open routine tasks by creation time, newest first, with stable sorting before pagination.

Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>
2026-11-02 13:32:40 -06:00
DottaandPaperclip 40b8075916 feat(ui): show scheduled task waits as Monitoring (#18624)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task indicators tell an operator whether work is active, waiting, or
complete.
> - An agent can yield until a saved monitor checks CI or another
external result.
> - The task currently keeps the In Progress icon between those runs.
> - Changing the stored status would affect monitor admission and
recovery.
> - This pull request adds a read-only Monitoring display state with a
blue clock.
> - Operators can see and filter scheduled waits while execution keeps
its existing rules.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Task status indicators, task collection filters, board columns, and
search facets.

**Current behavior**

A task that waits for a scheduled monitor shows the same In Progress
icon as active work.

**Proposed behavior**

Show Monitoring with a static blue clock when an agent-owned task has a
saved ordinary monitor and no active run, execution lock, review
participant, or active recovery action. Return to the normal task
indicator when the check starts. Preserve review, blocked, terminal, and
quota-recovery states.

**Reason and benefit**

Operators can distinguish scheduled waits from current agent work
without reading the task history.

**Breaking changes**

None to stored task statuses or execution rules. Task reads gain
optional displayStatus. Collections and search gain a separate read
filter. Existing status filters keep their lifecycle meaning.

Related historical work: #4396 covered a monitoring label exemption.
This change uses the saved monitor and a read projection.

## What Changed

- Add one SQL projection for task detail, compact lists, summaries,
relations, search results, and display-status counts.
- Show the blue clock in shared task icons and chips, task detail and
breadcrumbs, properties, references, list rows, recent navigation, and
agent task cards.
- Add Monitoring to task filtering, grouping, sorting, board columns,
and search facets. Prevent a drag from creating this derived state.
- Keep stored lifecycle statuses, monitor scheduling, checkout,
recovery, permissions, and agent status filters unchanged.
- Add database and UI regression coverage, full-page Storybook examples,
and product and access-map documentation.

## Verification

- Passed `pnpm -r typecheck`.
- Passed `pnpm build`.
- Passed `pnpm check:token-gates` and the map/catalog structural checks.
- Ran the new database suite on a disposable PostgreSQL 17 database. It
covers read surfaces, filter pagination/counts, queued/running checks,
rescheduling, completion, retained monitors, review, and recovery holds.
- Ran existing search, list, board, sidebar, task status, and filter
tests. Corrected board queries use displayStatus and eight columns.
- The full local `pnpm test:run` stopped in a chat integration shard: 12
failures (four timeouts and eight FIFO publication assertions). That run
spanned a rebase. A focused rerun on the current source passed all 21
selected cases without assertion or timeout changes. The original cause
is not established; this does not claim the full local suite passed.
Final-head required CI passed (ci / verify and ci / e2e, run
41488267209).
- Passed 82 tests for task API summaries, recovery precedence, search,
and optimistic updates; 54 tests for status cards, database reads, and
board moves; and 27 tests for blocker relations and recent-task cache
updates. One intermediate database setup hit its 20-second hook timeout;
the serial rerun passed.
- Greptile is 5/5 on d003ea672d. All
review threads are resolved. The separate optional Paperclip Review
ended early and returned neutral; GitHub rejected a direct rerun request
with HTTP 404. It is not counted as a completed review.
- Review fixes cover escalated recovery, is:open, optimistic status
changes, blocker-summary projection, and recent-task dedupe.
- Reviewed 15 screenshots from production pages and components with
isolated Storybook API fixtures: task detail/properties/breadcrumb,
list, groups, status filter, board, search/results/filter counts,
reference pills, sibling navigation, agent cards, picker, dashboard,
inbox, profile, watched status-card tasks, light theme, and mobile. This
does not claim deployed staging verification.

## Risks

- Read projections must stay consistent across full, compact, summary,
and search responses. Tests cover those paths.
- Monitoring is not a writable lifecycle status. The board does not
accept drops into its Monitoring lane or onto a monitored card. This
prevents a drag from implying a scheduled check. Move work into In
Progress through that lane instead.
- The read projection adds run/recovery existence checks. Existing
heartbeat_runs_company_issue_created_idx and
issue_recovery_actions_company_source_status_idx indexes cover the
company/task lookup. It adds no worker, timer, recurring query,
migration, or provider call. No production load benchmark is claimed.
- Older clients can ignore displayStatus. Existing lifecycle status
filters keep their behavior.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-02 11:35:30 -06:00
TonioandClaude Opus 5.5 8ea240218d feat(ui): bring the Refine-v2 layout to the agent page (#18378)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The agent page is where an operator reads and changes one agent.
> - The page grew one tab at a time. Ten tabs sit in one flat list, the
header holds many buttons, and the audit links leave the agent.
> - A design pass, called Refine-v2, made a calmer layout for this page.
It ran in a prototype on fixture data only.
> - This pull request moves the Refine-v2 layout and behavior into the
live agent page. Where the prototype and the live page differ, the live
behavior stays. For example, the floating save bar stays on screen.
> - The benefit is a shorter navigation, edits in place, and audit data
that stays inside the agent.

## Linked Issues or Issue Description

Refs #13716
Refs #9166

Both pull requests mount plugin tabs or slots on the agent page. They
touch the same files, so one of the three needs a rebase after the
others merge.

**Subsystem affected**

The agent detail page in `ui/` (`ui/src/pages/AgentDetail.tsx`, its
sidebar, header actions, and the shared agent config form).

**Problem or motivation**

The agent page is hard to scan. The navigation shows ten items in one
list. The header shows Run now, Pause, Clear error, and Assign task as
separate buttons. The name, title, and manager are form fields deep in
the Harness tab. Activity, Runs, Costs, and Budgets open company-wide
pages, so the operator loses the agent context. Each tab uses a
different card and table style.

**Proposed solution**

Use one layout system for every agent tab. Group the navigation into
Agent and Audit. Edit the name and title in the header. Move the work
actions into the actions menu. Show audit views inside the agent. Keep
the persistent save bar and add a status dot to it.

**Alternatives considered**

We considered a flag that lets operators opt in to the new layout. We
did not use a flag, because two layouts on one page double the test
surface. We also considered moving the save button to the end of the
scrolling content, as the prototype did. We kept the floating save bar,
because it is always visible.

**Roadmap alignment**

`ROADMAP.md` has no item for the agent page. This change is a UI
refinement of an existing page. It adds one optional field to an
existing API request and no database schema change.

## What Changed

- **Navigation.** The agent sidebar shows two groups. Agent has
Overview, Identity, Harness / Runtime, Secrets & variables, Permissions
/ Trust, and Advanced. Audit has Activity, Runs, Costs, and Budgets.
Skills, Tools, Channels, and API Keys leave the navigation. Their URLs
still open. The Instructions tab is now Identity, at `/identity`. The
old `/instructions` URL redirects.
- **Header.** The agent character shows at a larger size. The name and
title edit in place. Enter or blur saves. Escape cancels. An error
restores the old value. A rename updates the URL. While a tab has
unsaved changes, the header refuses the edit and asks the operator to
save or discard first. The third line shows the title and a link to the
manager. A crown button to the right of the name replaces the "Set as my
primary" link and the separate primary indicator. It is outlined and
dimmed until the agent is your primary, then fills with a short pop.
Replacing an existing primary asks for confirmation first, and the pop
plays after the dialog closes. Reduced motion skips the pop. Run now,
Pause or Resume, Clear error, and Agent history move into the actions
menu. Assign task is the primary button. For an agent that still needs
setup, Finish setup is the primary button and Assign task moves into the
menu.
- **Agent history.** A new dialog in the actions menu replaces the
Revisions entry. Each row shows a plain-language summary, the person or
agent who made the change, the date, and Restore. Restore asks for
confirmation. A failed restore shows its reason inside the confirmation.
- **Overview.** Four metric tiles show activity this week, runs this
week, costs this month, and budget used. Each tile links to its audit
view. When the list behind a count is capped, the tile shows a lower
bound, for example 200+. The activity tile follows live updates.
Profile, Skills, and Recent tasks panels follow. The Profile panel lists
direct reports under their label in at most two rows, then a "+N more"
button that expands the list. The Latest run card is removed.
- **Identity.** The file preview shows the raw text. A pencil button
switches to a plain text editor. Copy and Delete are icon buttons. A
chip next to the file name says "Managed by you" or "Managed
externally". Per-file history and unsaved edits stay.
- **External instructions.** "Advanced settings" opens Root path and
Entry file fields and a Load profile button. Load profile asks the
server to switch only if the root directory and the entry file already
exist. If either is missing, the server refuses and the panel shows the
reason. The entry file can have any name inside the root.
- **Instructions bundle API.** `PATCH /agents/:id/instructions-bundle`
accepts an optional `requireExistingEntry` flag (`packages/shared`
validator, `server` service, `ui` client). With the flag, the server
checks the root directory and entry file before it creates or copies
anything. Without the flag, the behavior does not change.
- **Harness / Runtime.** The config form gets a `panels` layout: Harness
and Execution side by side, then the runtime test, then environment
variables. The identity and run-policy sections are hidden from this
tab.
- **Secrets & variables and Advanced.** These tabs use the same filled
panels and table headers.
- **Permissions / Trust.** The trust presets show as selectable cards.
An Allowed connectors panel shows up to three connector logos and links
to Apps, filtered to installed connectors. Capabilities sit in their own
panel. Changes on this tab save at once, with no save bar.
- **Audit inside the agent.** Activity, Runs, Costs, and Budgets render
inside the agent page. Runs is locked to the current agent. A failed
budget incident action shows its reason under the incident.
- **Save bar.** The floating save bar stays. It shows an amber dot for
unsaved changes and a green dot with "Changes saved" after a save.
Discard stays.
- **Leave guard.** If the form has unsaved changes and the operator
clicks a link, a dialog asks to keep editing or discard the changes.
Browser back and the header actions keep the native confirm.
- **Apps.** `/apps?source=installed` opens the Apps page on the
Installed filter.
- **Tokens.** New `--agent-detail-*` tokens in `ui/src/index.css` hold
every spacing and fill value. Each fill is a mix of foreground into
background, so one value works in light and dark themes.
- **Tests and maps.** Tests cover the navigation model, sidebar, header
menu, Overview layout, Identity editor, and helpers. The
agent-configuration recipe in `maps/feature-map/agents.md` describes the
new page.

## Verification

- `cd ui && npx vitest run`: 849 test files and 10,081 tests pass.
- `cd server && npx vitest run
src/__tests__/agent-instructions-routes.test.ts
src/__tests__/agent-instructions-service.test.ts`: 40 tests pass.
- `npx playwright test --config tests/e2e/playwright.config.ts
tests/e2e/onboarding.spec.ts
tests/e2e/chat-adapters-ui-providers.spec.ts`: 26 tests pass.
- `cd ui && pnpm typecheck` passes. This includes the Storybook catalog
check. The `server` and `packages/shared` typechecks pass.
- `cd ui && pnpm build` passes.
- `pnpm run check:token-gates` reports all gates clean.
- `node scripts/check-maps.mjs` and `node scripts/storybook-catalog.mjs
--check` pass.
- Manual check on a local instance, in light and dark themes:
1. Open an agent. Confirm the sidebar shows the Agent and Audit groups.
2. Click the agent name in the header. Type a new name and press Enter.
Confirm the URL changes. Rename it back.
3. Open the actions menu. Open Agent history. Confirm the rows and the
Restore confirmation.
4. Open Identity. Click the pencil. Change a line. Confirm the save bar
shows the amber dot. Click a sidebar link. Confirm the discard dialog.
Click Keep editing, then save. Confirm the green dot.
5. Open Harness / Runtime, Secrets & variables, and Permissions / Trust.
Confirm the panels and the trust cards.
6. Open Runs under Audit. Confirm the list shows only this agent and the
page stays inside the agent.

## Risks

- This changes a high-traffic page for every operator at once. There is
no flag to switch back.
- Run policy and Reports to are no longer editable on the agent page.
The header shows the manager as a link only.
- Skills, Tools, Channels, and API Keys are reachable by URL only.
Operators who use them from the sidebar must use the URL.
- The pull request conflicts with #13716 and #9166 in `AgentDetail.tsx`
and the agent sidebar.
- Storybook stories for the agent page and `DESIGN.md` are not updated
in this pull request.
- The new `requireExistingEntry` flag is opt-in. Existing API callers
keep the old behavior, which creates a missing external directory and
entry file.
- I ran two e2e spec files locally, not the full `pnpm test:e2e` or
`pnpm test:release-smoke`. CI runs the full e2e suite. I did not run the
repo-wide `pnpm -r typecheck`, because the local toolchain has no Rust.

> 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

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), in Claude Code, with
reasoning and tool use (shell, file edits, and a browser for visual
checks). A person directed every design decision.

## 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: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-01 22:27:09 -08:00
DottaandPaperclip e40de0c9e8 perf(ci): refresh test weights and narrow graph dependencies (#18464)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Contributors need fast, reliable CI feedback.
> - Diff-aware CI selects test files and partitions them into runner
jobs.
> - Stale cost estimates put several slow suites on the same runner.
Broad imports also couple small tests to large modules.
> - This PR refreshes test costs, runs independent graph discovery in
parallel, and narrows three dependency boundaries.
> - Selection safeguards and CODEOWNER-only AWS routing stay in force.

## Linked Issues or Issue Description

Refs #18398. This follows the audit of [PR #18427's verification
run](https://github.com/paperclipai/paperclip/actions/runs/41169978784).

The audit found 403 selected general-server files without timing
weights. Three suites measured at 232s, 122s and 116s shared one shard
because each received a roughly 2s fallback weight. Local graph
discovery across four projects took 43.7s serially and 21.7s with two
workers. A reverse-order repeat took 37.7s serially and 22.6s with two
workers. Both comparisons produced identical selection results. This is
a local measurement, not a claim about production CI speed.

## What Changed

- Refresh general-server costs for 1,285 of 1,309 current files and
serialized costs for all 163 files from two successful protected-master
Cloud readiness runs. Retain prior costs for unmeasured files, including
dedicated chat and native-runner suites.
- Record passing server file costs, including collection, setup and
environment preparation. A weekly hosted workflow validates trusted
source runs and opens a timing-only PR. It tests shard coverage, pauses
while a refresh PR is open, and never merges automatically.
- Discover at most two project graphs concurrently in isolated,
heap-limited Node processes. Cache repeated inventory reads within one
selection. Worker errors and timeouts retain the full task plan.
- Fetch only the merge commit and parents for the selector. A real
shallow-clone regression proves the complete diff still includes more
than 300 files, renames and deletions.
- Share the identical log viewer and run details between both
AgentDetail pages. The viewer test imports the shared implementation and
runs each of its 13 distinct cases once.
- Extract the pure API error class while preserving the API client's
public exports. Import delivery work signals through their existing
narrow DB export.

## Verification

- PASS: `pnpm -r typecheck` and `pnpm build`.
- PASS: 284 CI selection, timing, shallow-diff, sharding and routing
tests.
- PASS: 74 further cache, routing and graph-proof tests.
- PASS: 94 targeted UI assertions across the viewer, run invocation, API
errors/client and progress helpers. All 76 assertions in the 12 server
suites made independently selectable also pass.
- PASS: `pnpm check:token-gates`, module-boundary checks, YAML parsing
and `git diff --check`.
- PASS: [Full PR CI and required `ci / verify`
aggregate](https://github.com/paperclipai/paperclip/actions/runs/41206683345),
including all 12 general-server shards, all nine serialized shards,
workspace groups, chat suites, Runner lanes and build checks.
- PASS: [GitHub hosted real-workspace selector and cache/routing
qualification](https://github.com/paperclipai/paperclip/actions/runs/41206683205).
- PASS: Both Greptile and Paperclip reviews are 5/5 with no actionable
findings or inline comments on `7dc65c51b8`. The PR has no merge
conflicts.
- PASS: The production refresh parser accepted all 107 structured
file-cost records from a real successful server CI job, including
setup/loading cost.
- Local `pnpm test:run` completed all six chat shards successfully. The
duplicate monolithic local run was stopped after the complete remote
suite passed; it was not completed locally.

The focused log-viewer command improved from 18.84s (26 duplicate
variant cases) to 8.49s (all 13 distinct behavior cases). The dependency
audit confirms 12 server files and the API-error test no longer need
conservative always-run retention. Repartitioning the audited PR with
the new costs changes the slowest shard from 810s to 591s of summed
historical test execution (1,124 of 1,142 files measured). This is a
workload simulation, not measured new CI wall time.

## Risks

- Two graph processes use more peak memory. Each has a 2 GiB heap limit
and a three-minute timeout. Any failure preserves the original task
plan. Real workspace qualification runs in GitHub CI.
- Historical logs contain test/hook costs only. New reporter records add
loading/setup costs after merge. The manifests identify measurement
coverage and source runs. These weights change placement, never
permission to skip tests.
- Runner load adds timing noise. The refresh uses medians and requires
at least 90% measurement coverage in each lane.
- GitHub may require approval to run checks on a PR created with
`GITHUB_TOKEN`. Refreshes remain reviewable and do not merge themselves.
- The shared viewer is a mechanical extraction. Both pages retain their
existing exports, and the behavior assertions remain covered. AWS runner
authorization is unchanged.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, reasoning, code
execution and GitHub tools. The exact deployment 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 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 checks and six
chat shards; complete suite passed in CI as detailed 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>
2026-10-31 11:05:12 -05:00
DottaandPaperclip 8ff812cdde feat(chat): deliver proactive task messages to agent chats (#18374)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat gives each person a persistent conversation with each
agent.
> - Tasks and routines produce results outside that conversation.
> - Those runs need a safe way to bring a requested result back to the
person.
> - The server must select the agent's own chat and check the source
task's access rules.
> - This pull request adds proactive chat messages and unread
indicators.
> - People can see the result, open its source task, and reply in the
same chat.

## Linked Issues or Issue Description

**Subsystem affected**

Server, native runner tools, shared contracts, database, and UI.

**Problem or motivation**

An agent can report progress on a task or comment on an authorized task.
It cannot send a routine result to its own standing chat with the
responsible person. A morning review routine therefore cannot leave a
visible digest in that person's chat.

**Proposed solution**

Add `send_chat_message({body, idempotencyKey})` and `POST
/api/agents/me/chat/messages`. The server selects the company, agent,
and responsible person from the active run. It saves an attributed
comment and audit record in one transaction. The chat shows a
source-task link and per-person unread state.

**Alternatives considered**

A destination parameter on a generic comment tool would expose
unnecessary routing authority. A new delivery worker would add another
durable delivery path. This change uses a dedicated tool and the
existing comment and live-event paths.

**Roadmap alignment**

This extends the experimental Agent Chat capability in `ROADMAP.md`. The
existing `enableAgentChat` setting controls it. Related public work:
Refs #13282, Refs #13283, and Refs #14408. Searches for proactive chat
and unread chat found no duplicate PR.

## What Changed

- Add a focused messaging service shared by the native tool and HTTP
route. It checks current run ownership, execution mode, recipient
membership, task access, and task privacy.
- Reuse the canonical company/agent/person conversation. Save the
comment and audit record together. Keep task completion and chat
execution separate from delivery.
- Add source-task provenance and source-scoped retry keys. Identical
retries return the saved receipt. Changed content returns a conflict.
- Enforce the conversation's fixed agent at the shared comment-write
boundary. Keep normal reply cancellation and session checks.
- Add chat unread state, accessible agent dots, aggregate Chat
indicators, and visible-message read cutoffs. Refresh through existing
live events.
- Add the request-key constraint, native tool contracts, documentation,
capability maps, stories, and regression coverage.

## Verification

- Local delivery/security proof: all 38 proactive-message cases pass.
Eight credential-scope regressions and four quota regressions fail
against the prior source. The repaired delivery and canonical
cross-issue cap suites pass all 49 cases; all 31 OpenAPI tests, server
typecheck, and capability-map checks pass. The shared per-run cap covers
native and HTTP sends, mixed ordinary mutations, concurrent last-slot
contention, and retry/recovery without double charging.
- Credential tests preserve the authenticated person and authorizer;
reject bridge/test credentials and persisted skill-test runs after
task-mode changes; and recheck API-key revocation, scope, and
responsible person after destination locking. The earlier
delivery/native-authority suites passed all 74 cases before the four
quota additions.
- Four PostgreSQL contention cases cover native and HTTP sends plus
retries during a native chat mutation. All four deadlock against the
earlier source and pass with destination-before-source/run locking.
Recovery and human-reply delivery enqueue only the human comment; a
proactive digest never wakes the chat agent.
- Passed 108 companion conversation, native-authority, and OpenAPI
tests; 112 runner catalog/workflow-report tests; 47 completion-delivery
tests; and 25 project-handoff tests. Focused runner tests cover native
tool availability without generic API tools.
- All 327 affected UI tests, UI typecheck, token gates, and catalog
checks pass. The read hook retries at most three times, respects server
retry delay, coalesces only seen cutoffs, recovers on reconnect, and
cancels on scope changes.
- Real browser journeys with a deterministic process agent verify
routine-to-chat delivery, first-chat creation, unread state across
reload, the source link, secondary chat navigation, and a follow-up
reply referring to the digest. This does not qualify live GitHub
retrieval or model output quality.
- The Storybook showcase uses production components with deterministic
network fixtures. Rendered interactions pass for the landing, ordinary
read success, transient read recovery, and persistent failure after
bounded retries. Both Chat navigation variants update from two unread
chats to one while only Kodi's dot clears. Mobile and light variants
were reviewed. The existing Coordinator Recents label contrast finding
is unchanged; no Linux visual baseline archive exists.
- Current master's independent sandbox migration retains 0418.
Regenerated the feature migration as 0419 from the combined schema and
retained exactly the newest five snapshots; numbering/safety, replay,
and schema-drift checks pass.
- Workspace typecheck and build passed before PR preparation; canonical
server/UI typechecks passed again on the combined tree. Migration
`0419_slippery_impossible_man.sql` passes safety and schema drift checks
on disposable PostgreSQL, including interrupted index repair, concurrent
migrators, one-time owner read-state backfill, preserved receipts, and
two SQL replays. A default five-second local snapshot comparison timed
out; a diagnostic 30-second run passed without drift.
- Earlier failures are retained in the record: full local `pnpm
test:run` and broad shards encountered embedded-PostgreSQL startup,
timing, and provider-recovery failures. Thirteen selected
external-channel cases pass in isolation on the original and changed
sources; an unordered comment-row assertion now explicitly orders both
reads. The earlier route registry, native tool count, runner catalog,
and accessible Chat badge-name failures were fixed and passed full
remote CI on `920b3bb7db`.
- Repeated managed-skill server8 failures came from CI's newer synthetic
merge: its Cloud guard correctly rejected the old local-disk fixture.
Master independently repaired the fixture in #18385; this branch keeps
that repair unchanged. All 57 managed-skill and Cloud prerequisite cases
pass on the combined tree, and that fixture has no remaining PR diff.
- Current reviewed head `dc16f314739a6d977bed21cb1446d0e80a541578`:
Greptile 5/5 with no findings, Superagent security assessment passed,
advisory Paperclip Review 5/5 with no findings, and zero open review
threads. All 55 current-head check runs pass, with five expected skips
and the advisory review neutral at 5/5; Snyk also passes. No checks are
pending or failing. Protected squash auto-merge is enabled and is
waiting for required code-owner approval. A normal exact-head merge was
refused by the base-branch policy; no admin bypass was used. The
previous head's Superagent quota finding is fixed and covered above.

## Risks

- Chat remains company-visible. Delivery rejects a source task with
private-task, project, or ancestor restrictions.
- Read state uses a comment timestamp cutoff. The server retains
database precision and never moves a read receipt backward.
- The new unique constraint changes comment query planning. An existing
regression now uses an explicit row order. The migration builds the
unique index concurrently, then takes a brief table lock to attach it.
It uses the existing top-level migration and interrupted-index recovery
path.
- The upgrade backfills missing chat-owner read-state rows at the latest
existing agent comment. Existing read receipts remain intact. New chats
can still be unread before the human participates.
- Quota observation commits atomically with delivery. A rejected send
rolls back its attempted denial audit row and any first-chat creation;
the canonical warning remains in server logs, and previously spent quota
remains enforced. Identical/conflicting retries and receipt recovery
spend no extra slot.
- This version delivers in-app only. It adds no external-channel, push,
or email delivery.
- Local full-suite acceptance remains limited by the failures recorded
above. The feature stays behind `enableAgentChat`.

## Model Used

OpenAI Codex. PR preparation and CI work used `gpt-6.1-sol` with tool
use and code execution. The earlier implementation also used Codex, but
its exact model ID was not recorded in the visible session. The
context-window size was not provided.

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-30 21:39:07 -05:00
DottaandPaperclip 0e15c92073 feat(skills): make managed content independent of web-server disk (#18334)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use installed skills and exact version pins during execution.
> - Managed skills still depended on mutable directories on the web
server.
> - A replacement server could lose acknowledged edits or remove an
unassigned skill whose directory was absent.
> - This pull request makes immutable versions the authority for managed
content and installed repository reads.
> - The server can rebuild delivery files from durable content after
replacement.
> - This establishes skills readiness for ephemeral web servers. General
server draining and workspace recovery remain separate work.

## Linked Issues or Issue Description

**Subsystem affected**

Skills services, shared contracts, database receipts, Skill Studio, and
runtime delivery.

**Problem or motivation**

A fresh web server must discover, read, edit, and deliver protected
installed skills using the same database, object storage, secrets, and
supported application artifacts. It must not need its predecessor's
files or process memory.

**Proposed solution**

Use `managed` ownership with a null source locator. Read installed
content by immutable version. Prepare packages before a short
publication transaction. Persist execution selections before
materialization. Recover exact pinned runtime assets and reject deletion
while active or recovering pins exist.

**Alternatives considered**

Reconstructing a mutable installed directory preserves the old
source-of-truth ambiguity. Permanent dual writes create two competing
authorities. This change uses one managed model after a bounded legacy
conversion.

**Roadmap alignment**

This improves the existing Skills Manager, Studio, version history, and
Cloud execution capabilities. The maintainer supplied the implementation
contract. This does not add a separate skills product or deploy fleet
changes.

Related work: #18082 supplies immutable package storage. #17273
addresses edits outside the API for linked local skills; this PR keeps
that source category separate. #2648 is a closed earlier
ephemeral-filesystem proposal.

## What Changed

- Add managed ownership and focused content publication and execution
materialization modules. Keep the archive format and package storage
tables.
- Publish managed create, save, delete, fork, rename, restore, and
catalog content with version checks. Add durable create receipts.
Preserve file-save receipt responses.
- Return file version identities. Keep Studio drafts after a conflict
and provide an explicit reload action. A delayed reload cannot overwrite
newer typing or navigation.
- Persist exact runtime selections, including empty selections. Rebuild
pinned assets and verify their admitted digests on a replacement server.
- Preserve source access on forks and disconnected copies. Keep the
existing workspace policy category for managed skills.
- Add bounded conversion, eligibility, and independent verification
phases. Load persisted Cloud configuration in the standalone CLI without
seeding or changing it. Reject partial current versions against
installed inventories; recover only complete saved content or the exact
source. Document storage migration blockers and the compatible rollback
floor.
- Add separate-process PostgreSQL/S3 qualification and update domain,
retention, policy, and UI regressions.
- Pass the plugin worker manager into Studio execution, admit restricted
`skill_test` mode through native Runner contracts, and preserve admitted
scope across native and REST tools. Native tests cannot create ordinary
tasks, browse company data, or use external tools.
- Select the exact durable Studio revision even when unassigned or Beta
skills is off. Persist Studio output and audit atomically with native
task completion, preserving the result on replay.

## Verification

- Final revision `13e8af480b88ba6fea5737bac4bd81104d604792` passed full
CI: all 49 workflow jobs completed successfully ([run
41127396098](https://github.com/paperclipai/paperclip/actions/runs/41127396098)).
This includes typecheck, test suites, Runner checks, browser checks and
build. Greptile review 15 is 5/5 on that same revision, with zero
unresolved threads. The PR is ready for review.
- Local workspace typecheck and build passed after integrating master.
Focused checks passed: 33 execution/completion cases, 52 Runner HTTP
cases, 16 managed-content cases, 17 Studio cases, the new real-process
CLI regression, map checks and UI token gates. The CLI regression proves
inspection does not seed missing Cloud configuration. Server typecheck
passed after that fix.
- The independent-process PostgreSQL/S3 matrix passed through normal
HTTP skill routes. It covers A → B → C replacement, lost commit
responses, upload crashes, concurrent saves, binary contents and
executable delivery. Metadata listing and warm selected delivery retain
zero object downloads. Local timing measurements are recorded; they do
not establish hosted latency.
- Hosted A → B → C passed on the owned disposable test tenant with
external Postgres, S3 and a real remote Paperclip Computer. Predecessor
temporary homes were absent. C read and executed B's acknowledged
managed save. New runs used repository v1 while v2 was installed. Hashes
matched an independently checked exact upstream commit.
- Compatible image rollback to `6518b323` passed. Studio retained the
unassigned fork's C save. A fresh remote run executed the newer managed
content and historical repository pin. The actual shell event confirmed
expected hashes, stdout, exit 0 and mode 0555.
- Runtime candidate `9200e3fcb4` deployed successfully ([Cloud run
41124147876](https://github.com/paperclipai/paperclip-cloud/actions/runs/41124147876)).
The final Studio test delivered only the unassigned fork's exact v3,
executed its script and persisted a successful output snapshot.
Independent command-event inspection confirmed all three hashes, stdout,
exit 0 and mode 0555. All 14 installations were version-backed.
Independent verification checked all 25 versions: 23 remote objects, two
bundled database snapshots, zero blockers.
- The deployed image is `9200e3fcb4`. Later master integration, the
client-only delayed-reload draft guard and the CLI bootstrap have
separate automated proof. The CLI bootstrap was also exercised against
the tenant's stored configuration and storage through the same read-only
services. This PR does not claim that the deployed image is the final PR
revision.
- Live Studio checks exposed worker wiring, admission, access scope,
exact selection and completion-publication gaps. They are fixed. Failed
attempts remain in the evidence. The full local suite exceeded 80
minutes under host contention and was stopped. Later combined/isolated
local attempts also timed out; they are not counted as passes. Full CI
covers the integrated suites. Earlier CI found an obsolete restart-scope
fixture, which was corrected and passed all 52 HTTP cases.
- Reproduction and migration:
[`doc/skill-ephemeral-web-servers.md`](doc/skill-ephemeral-web-servers.md).
Source revisions, deployments, versions, run IDs, hashes and failure
history:
[`doc/plans/2026-10-30-ephemeral-web-skills.md`](doc/plans/2026-10-30-ephemeral-web-skills.md).

## Risks

- Legacy conversion requires stopped admission and retired
filesystem-authoritative writers. Pre-conversion binaries are not
supported rollback targets afterward.
- Cloud readiness requires remote object storage. Local provider
receipts and provider mismatches remain blockers until objects are
copied and verified.
- Linked local sources retain filesystem semantics and are outside the
cloud guarantee.
- Cold reads still fetch the existing archive format. Warm runtime
preparation retains the verified-cache path.
- Bundled reconciliation preserves an installed head. Existing release
snapshots remain selectable. An older server must not replace a newer
head with its shipped files.
- No production volumes, fleet defaults, or general deployment
coordination change in this PR.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser use. The exact backend model ID and
context-window size are not exposed in this session. No subagents were
used.

## 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>
2026-10-30 16:18:27 -05:00
DottaandPaperclip 6dcf4160dd perf(chat): load recent messages and page history on scroll (#18358)
## Thinking Path

> - Paperclip lets people manage work done by agents.
> - A standing agent chat can hold months of conversation.
> - The chat route forced full-history mode, bypassing compact task
loading.
> - A cold visit fetched lifetime run summaries and hydrated historical
transcripts.
> - This PR starts with 20 recent messages and loads earlier pages on
upward scroll.
> - It preserves the reader's position, current questions, and draft
while history grows.

## Linked Issues or Issue Description

**What happened?**

Standing agent chats forced full-history loading. A long conversation
fetched full activity and run history before it became readable. Earlier
comments also used an explicit load control.

**Expected behavior**

Open a small recent conversation quickly. Load older messages when the
reader scrolls upward. Show an inline loading state. Keep the visible
message and composer mounted through paging, live updates, and Back
navigation.

**Steps to reproduce**

1. Open a standing agent chat with hundreds of messages and completed
runs.
2. Use a fresh browser query cache.
3. Observe full activity and run reads plus transcript requests for
historical runs.
4. Compare the recent window and upward paging after this change.

Related work: #18312 and #18323 restored compact task and collection
loading. #14848 added reopening of visited agent chats. A GitHub search
found no open PR for this chat-history optimization.

## What Changed

- Return 20 contiguous recent comments for standing chats, with a stable
oldest cursor. Keep the existing compact task exchange contract. Use the
existing company/issue/time index for cursor reads.
- Keep chats compact even if their task view previously expanded
history. Retain observed messages through live catch-up and cache-backed
return visits.
- Keep fetched history pages, acknowledged sends, and the observed
recent cursor separate. Reconcile live replies without losing history
after a send or deleted cursor.
- Hydrate metadata only for newly revealed message/run IDs; preserve
prior batches while paging. Slow-send recovery refreshes the recent
window. Receipts failures have an independent retry.
- Hydrate run summaries only for loaded messages and the latest turn.
Validate batches of at most 100 run IDs and keep the existing
issue/company access rules.
- Reuse hydrated terminal native streams when only history membership
changes. Preserve retry, resume, mode changes, reconnect recovery, and
interrupted recovery reads.
- Load older messages, decision receipts, and task handoffs through
upward scrolling. Support wheel, touch, and keyboard input. Keep pending
questions visible.
- Reserve a status slot while loading. Preserve a logical message anchor
and the mounted composer. Pause failed page reads until an inline Retry.
- Add database, route, controller, and scroll regressions, plus an
opt-in production-build browser rig for long chats on desktop and
mobile. Update design and feature/access documentation.

## Verification

- The real PostgreSQL cold-open suite passes all 12 tests, including
contiguous pages with equal timestamps, complete history, company
denial, and scoped run IDs.
- Activity route and OpenAPI suites pass 53 tests. The route run allowed
local cold-import overhead; CI retains the repository's normal timeouts.
- Three new paging regressions fail against the unchanged source. The
candidate's focused paging/window suite passes 26 tests. Broader UI
verification is recorded below when complete.
- Desktop and mobile browser acceptance covers recent-only startup,
per-frame reveal geometry, delayed and failed older pages, stable
reading anchors and drafts, Back, older comment links, and one persisted
live reply.
- Full workspace typecheck and build passed locally. The final UI source
also passes its typecheck and production build.
- Affected UI suites pass: 212 controller/history/paging tests, 352
thread/scroller tests, 26 native-stream tests, plus metadata batching
and live-cache hydration coverage. The issue mutation/access route suite
passes 179 tests.
- All 22 final desktop/mobile browser journeys pass, including delayed
image growth. The isolated second-page request proof also passes six
repeated desktop/mobile runs. A separate 6,000-message, 3,000-run
fixture passes cold-open and delayed-paging checks on both screen sizes,
still opening 20 messages and loading one 50-message page.
- Final matched production timings use baseline `aa58fa1073`
(`index-BaRiMbxd.js`) and candidate UI source `f9a26b9783`
(`index-DPWTbsFF.js`, identical application source at final head
`bf71ffd5af`). Chromium 151.0.7922.34, 1440×900, 4× CPU throttle, no
added network latency, browser HTTP cache disabled, fresh application
cache for each cold visit. Both variants block service workers and use
the same warm local API server and immutable 600-message/300-run
fixture. Only document HTML is intercepted for both variants; API
requests are real. The common API revision is `109981f8c1`; subsequent
commits change only UI and tests.

| Usable conversation | Baseline median (range) | Candidate median
(range) |
| --- | --- | --- |
| Cold direct URL | 6.57 s (5.69–7.45) | 3.07 s (2.50–3.28) |
| Warm in-app return | 3.76 s (3.54–4.76) | 0.67 s (0.58–1.46) |
| Back return | 2.53 s (2.12–4.20) | 0.51 s (0.47–1.18) |

Five pairs alternate order. Every paired difference favors the candidate
for all three journeys. Readiness requires a revealed, fully visible
latest reply above the composer and an editable composer. Return timing
starts after the Tasks route renders. Cold API requests fall from
953–954 to 71; API wire bytes fall from 517–559 KB to about 49 KB.
Separate CPU profiles and request waterfalls confirm the removal of
lifetime event hydration and are excluded from the five timing pairs.
Both variants have the same expected missing optional plan document
(404) and no browser exceptions. Control recent-window API reads have
medians of 37 ms / 32 ms, with shared-host outliers up to 376 ms.

The 6,000-message recent-window SQL uses
`issue_comments_company_issue_created_at_idx` (22 index rows read for a
21-row probe). Geometry assertions retain a 2-pixel tolerance for the
reading anchor and first-reveal layout. These are local synthetic
measurements, not deployed staging latency. Earlier timing probes are
excluded because they did not isolate service workers or composer
clearance. Final head `bf71ffd5afb5684ba9105a3127f617e7adf5139c` has 55
successful checks, three optional skips and one neutral result, with no
failures or pending checks. Greptile is 5/5 with no open review
findings.

### Failure record

Early local attempts exposed an unconditional scroller wrapper that
changed the old task layout, and automatic retries on chat page
failures. Both were corrected. The original task scroller structure
stays in place. Metadata request assertions wait for initial connection
recovery to settle, then verify only the new page’s reads;
retry/resume/reconnect revalidation remains intentional.

The initial review caught a send-before-scroll cache defect; its
controller regression failed before the fix. Later rapid-paging checks
caught scroll readiness being gated by metadata after the first reveal;
readiness now stays enabled once revealed. Live replies use the separate
acknowledged-message cache, then catch up from the server cursor.

Visual review exposed a pagination wrapper bypassing existing composer
clearance. The body is again a direct scroller child; cold-open browser
checks require the full latest reply above the composer. A
resize-observer regression failed before the fix and now passes.
Controlled delayed inline images prove both pinned following and a
stable reading anchor on desktop/mobile.

The first performance fixture lacked valid native event envelopes and
caused missing-log fallbacks. It is excluded from latency claims. The
final fixture uses saved native assistant events and conversation
session generations. The live test uses a temporary fixture-agent key,
attributes the reply to an existing synthetic run, and revokes the key.
It starts no model or agent process.

Local database attempts failed during a Docker shutdown. The retained
disposable database was restored and its suite passed. Early fixture
errors included a missing conversation identity field and session
generation. Mobile test setup also selected an offscreen sidebar link
and reused queued human input. Optional announcements could intercept
input; the fixture now dismisses them before the journeys. The scroll
observer now waits for the delivered wheel event and settled animation
frames, including when the viewport is already at the top. A
concurrently running live test briefly changed another probe’s row
count; the final acceptance and timing runs were sequential on separate
fixtures. The final rig uses the visible mobile navigation and a saved
agent reply. Anchor observation waits for the user's scroll to settle
before measuring the effect of live updates.

The full local `pnpm test:run` attempt hit repeated embedded PostgreSQL
initialization failures and failures in untouched native-session
executor suites; it was stopped after the repeated environment failures.
The targeted real-PostgreSQL suite passed, and final-head CI is required
before handoff. The first CI run also caught an exact mock expectation
missing the added company scope; the expectation is updated and its
179-test suite passes. The final-head first CI attempt also stalled an
assigned child task in the existing plan-approval scenario, then hit a
heartbeat-run row lock timeout during fixture cleanup. The failed shard
and aggregate check passed on an unchanged rerun of the same commit.
Scenario assertions and timeouts were unchanged. The failure and rerun
are retained in [CI run
41116120430](https://github.com/paperclipai/paperclip/actions/runs/41116120430).

## Risks

- Historical transcript diagnostics no longer load on a cold chat open.
Saved messages and conversation events remain available; diagnostic run
views keep their full records.
- Cursor paging must not omit comments with equal timestamps. Database
tests cover timestamp/UUID ordering and the complete set.
- Prepended or late content can move the reader. Browser checks cover
retained row identity, viewport offsets, mounted drafts, and Back.
Previously loaded pages stay in the query cache for its existing
lifetime.
- Local synthetic evidence does not establish deployed staging latency.
This PR does not merge or deploy the change.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use, and code
execution. The exact backend deployment 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 (affected checks; limits
are recorded above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-30 15:12:24 -05:00
DottaandPaperclip aa58fa1073 perf(ui): restore fast Coordinator task and inbox loading (#18323)
## Thinking Path

> - Paperclip lets people manage work done by agents.
> - Tasks, Inbox, and Needs You must stay usable as work history grows.
> - The Coordinator views bypassed some existing collection
optimizations.
> - Navigation fetched complete decision cards for a count, and Tasks
mounted every loaded row.
> - This PR uses the canonical attention rules for small count and
task-ID responses. It also restores bounded rendering and the optimized
Inbox selection.
> - The benefit is less data and less initial rendering work without a
second definition of pending work.

## Linked Issues or Issue Description

**What happened?**

Coordinator navigation fetched the full attention feed on every cold
collection visit. Tasks rendered the entire loaded collection.
Coordinator could also select the old Inbox loader when Streamlined UI
was off.

**Expected behavior**

Fetch only the projection needed by each surface. Start with a bounded
set of rows. Keep complete task membership, accurate counts, current
permissions, and stable loaded rows.

**Steps to reproduce**

1. Enable Coordinator and open Tasks or Inbox with an empty browser
query cache.
2. Observe a complete attention-card download for the navigation badge.
3. Open a large task list and observe that every loaded row mounts at
once.
4. Disable Streamlined UI while keeping Coordinator enabled, then open
Mine and observe three overlapping compact task reads.

Related work: #17756, #3744, #17983, and #18312.

## What Changed

- Add board-only attention count and complete task-ID projections. Reuse
canonical company, privacy, addressee, deduplication, dismissal, snooze,
and archive rules. Skip card bodies, plan/image reads, and presentation
roster lookup.
- Share the small count read across desktop and mobile navigation. Reuse
the page-owned response on Needs You and Needs attention. Keep the
newest known count through navigation, including zero.
- Use the task-ID index for Needs attention and keep task row hydration
in batches of at most 100.
- Render 100 task rows initially, across the whole expanded tree. Reveal
150 more at a time through scrolling or a button. Keep existing rows
through refresh and append. Defer offscreen leaf layout with shared
tokens.
- Keep Coordinator on the optimized Inbox when Streamlined UI is off.
Use index reads for expanded project recents.
- Add real-database, component, and production-build browser regression
checks. Update the access and feature maps.

## Verification

- All required CI checks pass on
`1c68ac8957490a6c8585ba0939355f536c8120bf`: typecheck, build,
server/workspace tests, serialized database suites, and eight E2E
shards. Greptile is **5/5**, with its row-retention finding fixed and
the review thread resolved. Storybook checks were intentionally skipped;
Paperclip Review completed neutral.
- Workspace typecheck and production build passed locally. The final
rebased source also passed UI typecheck and production build. Token
gates and map checks passed.
- The attention service suite passed all 34 tests on disposable
PostgreSQL. Final targeted checks cover compact projections,
complete-set counts, quality approvals, snoozes, private tasks, and
board/company access. Database response capture confirms compact
projections do not read plans or images. All 31 OpenAPI tests passed
after registering both endpoint contracts.
- Six production-build browser journeys passed: desktop, mobile,
Coordinator Inbox with Streamlined UI off, Needs You, Needs attention,
and an older server page followed by task open/Back. They verify the
initial 100-row budget, scrolling, retained DOM identity/height, one
owner per attention read, complete task membership, 220 retained rows on
Back, and less than 2 px of return-position difference.
- The row-budget and Inbox regressions fail against original source and
pass with this change. The final three affected UI suites passed 40
tests, and the broader Inbox/IssuesList suites passed 101 tests
serially.

### Controlled production-build comparison

Baseline `b31ec0a2dc079e32272a8f618425fe92b68bbaec` versus PR head
`1c68ac8957490a6c8585ba0939355f536c8120bf`. Isolated baseline asset
`index-CS9uPxMx.js`; candidate asset `index-BxJeTQ30.js`. Both UI builds
used the same warm disposable API server and database, with 220 tasks
and 110 pending board approvals. Chromium **151.0.7922.34**, 1440 × 900
viewport, **4× CPU throttle**, loopback with no added network latency,
alternating baseline/candidate order. Cold cases use a new browser
context with network cache disabled; warm cases navigate within the same
context. Other host workloads are uncontrolled.

Readiness requires the destination collection's first visible task row,
then two animation frames. Inbox readiness waits for its canonical Mine
route so previous-page rows cannot satisfy the measurement. Five paired
samples per case; cold Inbox has a second five-pair confirmation wave
because the first result was slower. Times below are **milliseconds**;
parentheses show min–max. Paired savings are the median of individual
before-minus-after pairs, not the difference between medians.

| Journey | Pairs | Baseline median (range) | Candidate median (range) |
Median paired saving | Faster pairs |
| --- | ---: | ---: | ---: | ---: | ---: |
| Cold Tasks | 5 | 2752 (2542–3025) | 2300 (2275–2524) | 328 | 5/5 |
| Cold Inbox | 10 | 2536 (2283–2927) | 2582 (2117–2856) | 37 | 5/10 |
| Warm Tasks navigation | 5 | 2054 (1826–2479) | 1448 (1419–1548) | 635
| 5/5 |
| Warm Inbox navigation | 5 | 2020 (1485–2254) | 1568 (1289–1848) | 350
| 5/5 |
| Task → Back to Tasks | 5 | 1747 (1609–1948) | 1327 (1238–1355) | 472 |
5/5 |

Cold Tasks, warm Tasks, warm Inbox, and Back improved in every measured
pair. **Cold Inbox latency is inconclusive:** the two waves pointed in
opposite directions, with the candidate faster in 5/10 pairs. This PR
claims less badge work there, not a proven cold Inbox latency
improvement.

The canonical badge response shrank from **200,039 to 359 decoded
bytes** (encoded HTTP transfer: **8,125 to 598 bytes**). The compact
response also skips card payloads, plans, images, and presentation-only
roster work. These are measured mechanism reductions, separate from
end-to-end latency. Needs You still owns its full card feed; Needs
attention owns its complete task-ID projection. Reproduction setup and
assertions are in `tests/perf/collections/README.md`.

<details>
<summary>Individual paired readiness measurements (ms)</summary>

| Journey | Pair | Baseline | Candidate |
| --- | ---: | ---: | ---: |
| Cold Tasks | 1 | 3025 | 2283 |
| Cold Tasks | 2 | 2542 | 2275 |
| Cold Tasks | 3 | 2752 | 2424 |
| Cold Tasks | 4 | 2783 | 2300 |
| Cold Tasks | 5 | 2641 | 2524 |
| Cold Inbox | 1 | 2927 | 2702 |
| Cold Inbox | 2 | 2422 | 2629 |
| Cold Inbox | 3 | 2409 | 2606 |
| Cold Inbox | 4 | 2621 | 2769 |
| Cold Inbox | 5 | 2539 | 2856 |
| Cold Inbox | 6 | 2283 | 2117 |
| Cold Inbox | 7 | 2466 | 2558 |
| Cold Inbox | 8 | 2674 | 2286 |
| Cold Inbox | 9 | 2696 | 2389 |
| Cold Inbox | 10 | 2533 | 2183 |
| Warm Tasks navigation | 1 | 2479 | 1423 |
| Warm Tasks navigation | 2 | 2228 | 1548 |
| Warm Tasks navigation | 3 | 2054 | 1419 |
| Warm Tasks navigation | 4 | 1826 | 1448 |
| Warm Tasks navigation | 5 | 1954 | 1518 |
| Warm Inbox navigation | 1 | 2020 | 1661 |
| Warm Inbox navigation | 2 | 2198 | 1848 |
| Warm Inbox navigation | 3 | 1733 | 1497 |
| Warm Inbox navigation | 4 | 2254 | 1568 |
| Warm Inbox navigation | 5 | 1485 | 1289 |
| Task → Back to Tasks | 1 | 1721 | 1330 |
| Task → Back to Tasks | 2 | 1747 | 1275 |
| Task → Back to Tasks | 3 | 1948 | 1355 |
| Task → Back to Tasks | 4 | 1609 | 1327 |
| Task → Back to Tasks | 5 | 1790 | 1238 |

</details>

### Failed attempts and limits

- The local full repository command hit embedded PostgreSQL startup
failures and 16 failures in the untouched native session executor suite;
it was stopped. The full local suite is not claimed green. CI on the
final revision provides the broad test result.
- A concurrent local UI run hit timing failures under host contention.
Inbox/IssuesList subsequently passed all 101 tests serially. No tests
were weakened to address these timeouts.
- CI caught two integration gaps introduced during this work: missing
OpenAPI entries for the new endpoints, and an attention fixture
incompatible with the routine filters added on master. Both were fixed;
the affected 31 OpenAPI and 40 UI tests pass.
- The final revision's first CI attempt failed two untouched tests:
scheduled-retry batch cancellation and the tool-access audience/archive
race. Both failed jobs passed when rerun without changing the revision.
Their original failed attempts remain visible in [the workflow
history](https://github.com/paperclipai/paperclip/actions/runs/41083379875).
- Browser evidence uses synthetic disposable data. This PR is not
deployed staging or production verification.

## Risks

- New attention sources must preserve canonical eligibility. Both
projections call the existing collector, so they share its permissions
and complete-set behavior.
- The count and task-ID caches must not stand in for full decision
cards. Each projection has its own key under the existing attention
invalidation prefix.
- A row budget can omit descendants if applied per parent. The tests
cover one global budget across a large expanded tree, refresh, append,
reset, and incremental loading.
- Local browser evidence uses synthetic data and is not staging
deployment proof.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use, and code
execution. The exact backend model deployment 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 (affected suites; broad-run
limitations are listed above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-30 11:58:53 -05:00
DottaandPaperclip 61bd4ac691 feat(agents): set up Antigravity with saved Google subscriptions (#18189)
## Thinking Path

> - Paperclip manages agents and their work.
> - Users choose providers and managed accounts while adding agents.
> - Antigravity was missing from the ordinary additional-agent picker
and its saved Google path did not complete native readiness.
> - A user needs a successful Test, an enabled task action, and a stable
account binding.
> - This pull request connects the ordinary setup flow to the native
candidate.
> - It also preserves retired credential refreshes across database
failures and server restarts.

## Linked Issues or Issue Description

Built on merged #18188 and #18187. Refs: #12503, #14938 for related
legacy CLI proposals.

**Agent or provider**

Google Antigravity ACP 1.4.3.

**Why this adapter is useful**

Users need to set up an Antigravity agent and run real work through
their managed Google subscription.

**How the agent is invoked**

Native Paperclip Runner uses the pinned Antigravity ACP runtime. Exact
operator admission remains required; the local candidate result does not
enable general release.

## What Changed

- Show Google Antigravity in the ordinary adapter grid and preserve the
draft choice when setup resumes.
- Reuse the same user’s saved personal default Google subscription and
discover the exact low model through the native account.
- Run a prompt-free native Test and wait for authoritative readiness
before enabling task assignment.
- Carry the managed account through native runs and recover retired
refreshes through the existing encrypted, fsynced journal with exact
generation checks.
- Retain the latest rotated credential through verification, storage,
and partial home-removal failures. Retry the exact account’s retained
cleanup before another provider use.
- Reconcile cleanup before taking the credential mutation lock, fence
owners arriving during lock acquisition, and support nested lock holders
without a join cycle.
- Bound sign-in retirement outside database transactions and preserve
claims for the existing cleanup owner; one pending sign-in does not
block unrelated accounts.
- Cover Gemini and Pi API-key recovery, keep API-key bulk manual-model
editing usable, and keep adapter discovery available after candidate
expiry.
- Skip taskless native timer work before run or credential admission.
Preserve current master monitor and deadline scheduling.

## Verification

- The registered local saved-Google-subscription journey passed all 16
matchers in 196,520 ms using eval source `12aba` against actual serving
source `4a37ee7c`. Both turns stayed in one conversation, produced exact
downloaded files of 61 and 119 bytes after reload, and used distinct
native primary processes. All observed owners retired, leases released,
and credential fences settled. Independent readback confirmed Done work,
no active owned runs, a connected saved account, and the retained agent
paused for inspection.
- The measured runtime is production-equivalent to pre-restack
`65ef31dc` except its test-only transport fixture correction.
Current-master head `ff7c9249` preserves all 99 product paths: 98 exact
blobs and only eight inherited plugin-panel lines in `agents.ts`. Its
native binary was rebuilt for inherited Codex-only diagnostic changes;
the changed Rust behavior is outside Antigravity's ACPX execution path.
Shared native/UI changes have focused regression coverage. The recorded
live result is not represented as a measured replay of `ff7c9249`.
- Full workspace build and typecheck passed on `ff7c9249`. All 376
focused tests in 14 files passed, covering Google credential/retirement
controls and the inherited native-tool, redaction, route, and UI
recovery changes. Token gates, maps, and diff checks passed. The
required-close fixture was separately demonstrated red, then passed all
317 selected provider-wiring cases.
- [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/40959387972)
is green: 55 successful checks, two skipped workflow checks, and an
optional neutral review check. Required `ci / verify` and `ci / e2e`
passed. Greptile and Paperclip Review both report 5/5 on exact
`ff7c9249`, with zero unresolved review threads.
- This qualifies the selected operator-authorized local
saved-subscription candidate. The original exploratory journey remains
historical evidence; the repeatable fixed-driver eval is in the next PR.

## Risks

- Google refresh recovery must preserve the exact grant, account, and
credential generation. An uncertain native owner or failed encrypted
handoff retains the private home and blocks cleanup.
- A successful local saved-subscription candidate does not qualify fresh
OAuth, API keys, Cloud, Linux, other models, or general release.
- Timer filtering changes only taskless native Runner admissions.
Existing task-bound monitors and legacy adapters retain their owners.

## Model Used

OpenAI Codex (GPT-6). The host did not expose the exact model revision
or context limit. The model used tools for code edits, tests, and
review.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [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>
2026-10-29 16:51:50 -05:00
Nicky LeachandPaperclip 35ab90ad0f Map runtime activity to authorized task plugin panels (#18131)
## Thinking Path

> - Paperclip manages agents and tasks.
> - Plugins contribute views to the task sidebar.
> - A ready view can belong to an earlier task.
> - Runner records activity under its authenticated run.
> - This PR maps that activity to installed task-panel declarations.
> - The sidebar checks readiness after current-run use and restores use
after reconnect.

## Linked Issues or Issue Description

Builds on merged contract #18129 and Runner publisher #18050. This PR
targets
master and is ready for review. Earlier combined verification is
retained in
[the verification
archive](https://github.com/paperclipai/paperclip/pull/18050#issuecomment-6489369676).

**Subsystem affected**

Run-event reads, plugin task contributions and the task sidebar.

**Problem or motivation**

Readiness polling can show a view left ready by another task. Reload and
reconnect must recover current-run use without losing concurrent live
activity.

**Proposed solution**

Map recorded activity to installed task-panel declarations. Merge
authorized
history and live activity, then perform bounded readiness checks for the
running agent. Preserve the existing read-only view.

## What Changed

- Add optional `{ namespace, activityKey }` activation mappings to
task-panel
declarations. Legacy declarations remain valid but contribute no task
panel.
- Add `view=plugin-panels` to the existing run-events route. Preserve
run-read and
telemetry-read authorization, secret redaction and private-run denial.
Map
activity to installed contributions and return at most 128 panel
identities.
- Scope activation caches to current panel versions and activity
declarations.
Preserve unchanged panels during unrelated plugin updates and history
reads.
- Merge history and live hints without losing concurrent activations.
Filter by
  company, task, run and agent. Restore history on mount and reconnect.
- Replace periodic availability checks with up to three readiness
attempts after
activity. Fresh activity restarts settled transient failures. Pending
checks,
  successful readiness and HTTP 4xx failures are left alone.
- Reuse live run updates with the panel cache key. Recover only panel
history
after a pending subscription read. Mark expected not-ready query results
so
  the global error reporter skips them; real failures remain reportable.
- Preserve current-run dismissal and the read-only plugin view. Update
manifest
  comments and producer/consumer documentation.

## Verification

- Current head: `5e04d757c`, based on master `09c05c550`. Range
comparison
confirmed all six feature commits were unchanged by the rebase. The
final
follow-up keys readiness by the plugin installation ID and availability
path.
- `cd ui && node ../node_modules/vitest/vitest.mjs run
src/hooks/useTaskPluginPanels.test.tsx`
— all 45 cases passed. `cd ui && node ../node_modules/typescript/bin/tsc
-b` passed.
- The shared query-client and live-update recovery selection passed 96
cases on
  `49c544cd2`. Token gates passed before the final hook-only changes.
- Earlier focused verification passed 57 manifest cases, 69
database/history cases,
event-registry cases and route authorization cases, including
private-run denial.
- Regression coverage includes subscription/history races, task changes
during
recovery, unfocused run completion, bounded readiness retries, denied
reads,
expected not-ready responses, changed activity mappings, unchanged panel
preservation, old cache scopes, and same-version route or installation
changes.
- [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/40942001707)
passed: 54 successful checks, two skips, no failures or pending checks.
- [Standard and final
review](https://github.com/paperclipai/paperclip/pull/18131#issuecomment-6489842168)
both scored 5/5 on `5e04d757c`. The final review used the Apex tier,
added no
comments, and left no unresolved findings. The PR is conflict-free and
ready for review.
- Local checks stay targeted. GitHub CI provides the broad build, test,
typecheck,
browser and Runner coverage. No deployment or live-provider acceptance
is claimed.

<details>
<summary>Retained failures and recovery evidence</summary>

- `ac9329548` twice failed a browser reload assertion while conversation
history
was concealed. Master fixed its readiness wait in #17923. The approve
journey
then passed locally on `fea63a418` with installed Chrome (1 passed, 39
seconds).
All eight browser shards passed in later CI. The browser test is outside
this diff.
- A canary checkout failed with Git HTTP 408; its unchanged-head retry
passed.
- `de07d09fa` failed the mobile Cases card click after a ten-second
stability wait.
The same read-only journey passed locally on that exact head (1 passed,
26 seconds).
Its unchanged-head CI retry passed 22 cases, with one skip. The original
artifact
  is retained; the cause of that click timeout is not established.
- [CI on
`49c544cd2`](https://github.com/paperclipai/paperclip/actions/runs/40903679075)
passed 54 checks with two skips. CI also passed on `de07d09fa` after the
recorded retry.
- The `1e59ab441` merge checkout passed all browser and server suites.
Runner
shard 2 passed 2,252 cases and timed out waiting for a
controller-recovery command.
The test had landed on master in #18161 after the former branch base.
Rebasing
aligned the local checkout with that code; Runner shard 2 then passed on
`fcf7380d3`.
The original timeout cause remains unproven; no unrelated timeout was
changed.
- [CI on
`fcf7380d3`](https://github.com/paperclipai/paperclip/actions/runs/40940235193)
recorded runner shutdown signals in typecheck and a workspace shard. A
chat
recovery test observed a null wake deadline, and one Runner transport
fixture
failed during close. Those separate assertion failures remain
unexplained.
All of those jobs passed on the final readiness-key head. Those later
passes
establish recovery; they do not prove the cause of the earlier assertion
failures.
- Local browser setup first stopped at pnpm version-download
verification, then a
sandbox IPC restriction, then a missing bundled browser. Installed pnpm
9.15.4
  and Chrome completed the journeys. No dependency files were changed.
- Earlier optional-property TypeScript errors were corrected. Embedded
PostgreSQL
needed its install hook run from its package directory. Older CI also
recorded
fixture-cleanup lock timeouts, attention-fixture timeouts, and canceled
server
shards after runner shutdown. The parent fixed its FIFO snapshot-copy
failure
before merge. The linked verification archive retains earlier combined
evidence.

</details>

## Risks

Activity is a hint and grants no access. Missing plugins, denied reads
and
unavailable views contribute no panel. Older runs without activity
records show
no task plugin tab. A used view stays available for the running task;
reconnect
reconciles readiness. Matching producer and consumer builds are
required. No
migration, dependency, image publication or deployment is included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools and code
execution.
The exact serving snapshot is 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 (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>
2026-10-29 13:56:48 -07:00
DottaandPaperclip f1911a4c53 perf(skills): move repository packages out of Postgres (#18082)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/205/changes/paperclip/205
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents receive selected company skills before each turn.
> - Imported skills can need files from the whole source repository.
> - The current path stores those files in Postgres and reads large JSON
payloads during preparation.
> - This pull request stores verified packages in the configured file or
object store and keeps preparation queries small.
> - It also converts old rows automatically and restores missing files
from the exact saved commit.
> - The result reduces database traffic while preserving skill versions
and repository dependencies.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Company skill import, version storage, and preparation before agent
turns.

**Current behavior**

Repository snapshot bodies live in JSONB. Skill preparation can read
those bodies again even when the files already exist on disk. Historical
packages and native assets also need a bounded cleanup path.

**Proposed behavior**

Store package archives and manifests through the existing storage
service. Keep version identities, receipts, hashes, and recovery
metadata in Postgres. Convert legacy rows after the stored package
passes read-back verification. A missing package can use legacy bytes or
its exact Git commit under current repository authorization. No separate
data-migration command is required.

**Reason and benefit**

The warm path sends no repository bodies through SQL and reads no object
bytes. Cleanup runs through the existing deadline coordinator. Current
versions, active runs, explicit pins, and authored content retain their
protection.

**Breaking changes**

The normal application schema upgrade is required. Single-version and
skill-file responses keep their existing shape. Version lists,
current-version summaries, and test-run version summaries now contain
file names and kinds without file bodies. Diff and restore fetch
selected versions through the existing single-version endpoint. Older
server builds must not write after conversion unless they support the
new package format. The storage override and rollback limits are
documented in `doc/skill-package-storage.md`.

**Additional context**

Related work: #15731 preserves repository dependencies; #17923 changes
version-cache scheduling; #18080 changes delivery to remote Codex homes.
This change owns package persistence, acquisition, and expiry. It does
not replace those delivery or scheduler changes.

## What Changed

- Add company-scoped archive receipts, exact-commit recovery recipes,
migration deadlines, and a durable object-deletion queue.
- Add bounded archive upload, read-back verification, extraction,
concurrent request coalescing, and verified local caches.
- Convert old snapshots and versions automatically. Keep legacy bytes
when verification fails.
- Recover missing files through current source authorization and the
original commit. Validate repository identity, file hashes, modes, and
the aggregate hash.
- Expire unused recoverable Git packages and native assets after 30
days. Preserve active pins and the durable copy of authored or unproven
content.
- Keep warm preparation queries metadata-only. Bound file digest caches
and avoid repeated body hashing when file identities are unchanged.
- Extend the existing storage contract with cancellation. Register
package work with the existing coordinator. Optional conversion retries
retain the original bytes and may wait for ingress without blocking
sleep.
- Add regression tests, operating guidance, a deep trace, benchmark
receipts, and an optional maintenance command.

## Verification

### Final master integration and review repair — October 29, 2026

Current head: `a6065424249e763dfeac37161f1b52a9f25bd9b7`. Commit
`f8bbdd3dbd` resolves the conflicts with master `76a796e964`; the final
two commits repair the Apex deletion findings below.

- Keep both package-maintenance and version-retention notifications in
their write transactions.
- Keep the shared run-pin predicate and master's controller-lease
deadline metadata. Package expiry reads the updated protected-version
result.
- Preserve every master migration entry. Generate migration **0415
(`0415_zippy_zemo.sql`)** after master's 0414. Its skill SQL is
byte-for-byte unchanged from the previously tested idempotent migration.
Retain only the five newest schema snapshots. Migration numbering and
safety checks pass.
- Repair failed file/folder deletion: preserve a complete temporary
subtree until transaction commit, restore on upload or SQL failure, and
restore callback failures before releasing the mutation lock. Both
PostgreSQL regressions reproduced missing files before the fix and now
pass. They cover binary data, executable permissions, empty folders,
unlisted files, unchanged database/version rows, successful retry after
upload-claim expiry, and historical reads.
- Reconcile lost commit replies under the same advisory and row locks.
Check the saved version and source identity before restoring. Keep
committed deletions intact and preserve backups when the database
outcome is unknown or a newer edit exists. Four real-PostgreSQL outcome
tests pass; the prior code failed three of them.
- Full workspace typecheck and production build pass on the final
commit. All **204** focused PostgreSQL package/cache/retention/authoring
and filesystem-boundary tests pass, with none skipped.
- Apex review **18 passes 5/5**, with zero new comments on the exact
final head. All **34** review conversations are resolved.
- [Final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/40914116508)
completes successfully on attempt 2. The head has **55 successful
checks**, two neutral reports, two skipped checks, and a successful Snyk
status. No checks are pending or failing. All eight browser shards pass.
- Runner Vitest 2/2 timed out once in the unchanged ACPX
controller-replacement fixture. The same job passed on the preceding
commit. One unchanged CI retry passes all five ACPX recovery cases,
**2,253** Runner package cases and **126** native server integration
cases; their standard one and five skips remain. The initial timeout's
root cause is not established. Local diagnosis also hit the fixture's
eight-second session.open timeout with an authenticated Runner; no local
Runner pass is claimed.
- Both full local `pnpm test:run` attempts were stopped when Apex
identified deletion defects and source repair became necessary; neither
is claimed as a passing full local run. The final **204** focused tests,
full workspace typecheck, and production build pass. Full-suite
acceptance uses the final-head CI jobs. The superseded merge-head CI
included runners terminated by shutdown signals; each source repair
started a new full run.

- Auto-merge is enabled for squash merge. The final head is
conflict-free and all checks pass. GitHub's active master ruleset still
requires a code-owner approval for the dependency files. The existing
review requests are with `devinfoley`, `nickyleach`, and `forgottendev`;
no policy bypass was used.
- The earlier hosted stress and full native receipts below remain tied
to `a2e597d800`; they are not relabeled as a deployment of this final
integration. The earlier local PostgreSQL startup failure remains
recorded below; PostgreSQL ran successfully for this integration
verification.

### Full native skill execution — October 29, 2026

The full native-agent acceptance gap is closed on candidate
`a2e597d800eb989d565780e7aa947d5368676444`. Two qualifying native turns
used OpenAI API / `gpt-5.4-mini` in real Daytona sandboxes, on the same
disposable hosted TEST tenant as the stress test. A follow-up on the
same task consumed a newly saved skill version.

The task text asked for the assigned skill workflow. It did not contain
the proof nonce or expected receipt. The assigned authored skill
contained a Python verifier and a random package-local nonce. The agent
read the actual installed skill files and executed that verifier against
the imported, automatically converted 1,360-file repository package. It
checked the repository file count and reference/binary bytes, and
directly executed the repository's executable probe. Independent
verification matched the emitted JSON to the nonce and expected byte
hashes. The agent persisted the same receipt as its task response;
native finalization committed, workspace finalization succeeded, and
task state became Done.

| Qualifying turn | End-to-end run time | Recorded skills.prepare |
Repository files | Binary hex | Shell receipt SHA-256 |
|---|---:|---:|---:|---|---|
| Initial task | 47.881 s | 1822 ms | 1360 | `00ff07800a` |
`a1deb30dc095f2306c7aa9cc5ec396da12c68961cf5b809f4d7c20f7fc68493b` |
| Corrected follow-up, new nonce/version | 37.974 s | 377 ms | 1360 |
`00ff07800a` |
`dbcdc33fa1376b4edc136feae1cdf770560a73292467e93619efdda20e4282a7` |

Both successful shell receipts reported `probe: STRESS18082` and
`assetSha256:
e8ea7a2f15f7bb3b332a46adbef848465884c8996595aa234748befd544d1f3a`. Their
proof nonces, selected version IDs and receipt hashes differed, and both
ran on the same task. These are observed timings, not latency SLOs; they
include real provider work. The service stress-test timings remain a
separate measurement boundary.

Earlier failures remain in the evidence:

- The original five-minute Daytona allocation timeout never reached
model execution. After normal owned-stack restore, its durable cleanup
record was `expired` / `success`. The cause of that original allocation
timeout remains unknown; a later success establishes recovery only.
- Initial continuation setup used unsupported generic agent-update
fields and returned HTTP 409 before dispatch. Setup was corrected to use
the supported skill-assignment and versioned instruction commands.
- The intervening completed native turn read repository bytes and ran
the probe, but omitted the verifier JSON under the older test agent's
overly-specific instruction file. Its strict receipt validator failed;
it is not counted as a qualifying turn. Correcting the test agent's
instruction file and sending an explicit task-scoped wake produced the
qualifying follow-up above.
- The pinned application's immutable rate card omits `gpt-5.4-mini`, so
completed usage triggered the normal block-on-unpriced budget policy.
Supported append-only accounting corrections estimated the three
completed runs using the [official OpenAI model rate
card](https://developers.openai.com/api/docs/models/gpt-5.4-mini): $0.75
input, $0.075 cached input, $4.50 output per million tokens, assuming
standard processing. Estimates totaled 12.482655 cents. Original usage
and missing-price records are preserved; the $1 hard stop and
unpriced-usage guard stayed active.
- Model shell attempts included a missing `xxd` command and incorrect
guessed file paths. Those failed calls and subsequent successful actual
verifier calls remain visible in complete event streams. No
zero-tool-error claim is made.

No product source changed during this continuation. The previously
measured contention, cold-start and memory limits remain. The later
merge resolution is covered by the separate integration checks above;
these hosted receipts qualify their recorded candidate.


### Hosted stress test — October 29, 2026

**Hosted acceptance:** full native-agent execution and a changed-skill
follow-up pass on the recorded hosted candidate. The final integration
section above records the subsequent conflict resolution and its
separate checks.

Tested baseline `929e840595c8933ca485ac7a2e99413e1e11ca64` and this
exact candidate sequentially on one disposable TEST tenant, with
external Neon PostgreSQL and actual S3. The fixture contained **1,360
files / 22.4 MB / ten skills sharing one repository**. Measurements
cover deployed skill-preparation and native-context services in an
adjacent diagnostic process, not a complete agent turn. The container
had **24 vCPU / 24 GB**.

| Warm workload | Median before → after | p95 before → after | DB
returned value bytes/preparation before → after |
|---|---:|---:|---:|
| One skill, serial | 1,060 → 125 ms | 1,303 → 155 ms | 22,610,389 →
1,771 |
| One skill, four concurrent | 4,415 → 297 ms | 5,143 → 328 ms |
22,610,389 → 1,771 |
| Ten skills, serial | 5,723 → 535 ms | 6,057 → 600 ms | 224,739,030 →
10,671 |
| Ten skills, four concurrent | 24,410 → 1,986 ms | 24,833 → 2,221 ms |
224,739,030 → 10,671 |

- Candidate warm preparation performed **zero S3 GETs**. Ordinary-pool
queries fell from 16 to 9 for one skill and 61 to 9 for ten, excluding
dedicated lock connections. DB numbers measure returned values before
Drizzle decoding, not wire bytes. Baseline/candidate sample counts were
30/100, 32/100, 5/50 and 8/48 respectively; the small baseline ten-skill
samples are comparative evidence, not SLO estimates.
- **Application-UID soak:** 800 ten-skill preparations over 10.3
minutes, four workers paced by 2.5 seconds; **zero failures**, median
**559 ms**, p95 **775 ms**, p99 **910 ms**, zero warm S3 reads. All 726
accompanying health/company-list requests returned HTTP 200. Their
end-to-end p95 was 569/502 ms, including network latency. The probe
overlaps most of the soak. Soak DB-response capture was limited to its
first 60 seconds.
- **Important remaining costs:** an unpaced 16-way ten-skill burst had
p95 **8.32 seconds** because company-level preparation serializes. Cold
preparation took approximately **1.1–2.5 seconds** for one skill and
**7.4–10.0 seconds** for ten. Ten-skill diagnostic RSS remained about
**1.17 GiB** (baseline 1.18 GiB), and the soak peaked at **1.35 GiB**. A
concurrent whole-container sample was 3.45 GB. This does not establish
suitability for a small-memory host or eliminate per-entrypoint native
asset duplication.
- **Upgrade without a manual data migration passed:** legacy snapshot
JSON shrank from 22,465,691 bytes to `[]`, with a stored package and
zero pending conversions.
- **Recovery passed:** sixteen concurrent cold requests coalesced into
two S3 GETs; full bytes/binary/executable modes matched; same-size
corruption repaired; an injected storage failure preserved warm access
and failed cold access safely. A disabled public-Git source denied
recovery, and after the actual five-minute backoff its exact SHA
reconstructed all 229 files. Cross-company descriptor access was denied.
Private-Git credential revocation was not tested.
- **Retention passed:** reclaimed 27,754,496 allocated cache bytes,
deleted an unreferenced package row and both objects, preserved aged
authored history, and expired/reacquired reconstructible Git content. A
version pinned by the failed native run was correctly retained. Only
owned fixture timestamps were aged.
- **Browser UI passed:** authored skill creation, saved edit surviving
reload, version history, and restoration of earlier content.
- **Initial native attempt (superseded by the qualifying turns above):**
one real run failed at Daytona allocation after five minutes
(`setup_failed`), before any model execution. Provider cleanup also
reported failure. That attempt does not count as a passing native turn.
Its receipt and all evidence remain preserved; its cleanup later
recorded success after normal restoration.
- Initial A/B commands ran as SSH root. Diagnostic-owned lock/cache
permissions caused one setup HTTP 500 and the first UID-1000 soak to
fail; exact fixture paths were repaired. The final soak, retention and
recovery ran as application UID 1000. A fresh UID-1000 one-skill batch
also passed (30 samples, median 116 ms, p95 321 ms, 1,771 DB value
bytes/preparation). Earlier harness-export, SSH, npm provenance, backoff
and UI-wait failures remain recorded alongside their successful retries.
- Private evidence includes raw timings, assertions, HTTP probes,
screenshots and failure/cleanup receipts. Initial failed-campaign
cleanup suspended and retained the owned TEST tenant and released the
shared QA account lease at **15:22:41 UTC**. The tenant was subsequently
resumed under its existing ownership for the native execution
qualification above. Final cleanup completed at **15:53:09 UTC**: the
account lease is released and the tenant is suspended/retained under the
original October 30, 12:24:52 UTC retention deadline. Its separate stack
lease remains held; no active or pending-cleanup environment lease
remained. The original retention window is deliberately preserved even
after successful continuation.

- Earlier hosted-tested head:
`a2e597d800eb989d565780e7aa947d5368676444`, integrated with master
`929e840595`. The earlier merge conflicts were resolved at this head.
[Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/40884087629)
passed; all checks are complete with 55 successes, two neutral reports,
two skips, and no failures. [Apex review
15](https://github.com/paperclipai/paperclip/pull/18082#issuecomment-6480257258)
passed 5/5 with zero findings on this exact head. All review
conversations are resolved.
- Ten real-filesystem boundary cases and server typecheck pass locally
for the security fix. Coverage includes cache roots, descendants,
individual files, symlink aliases, recursive ancestors, a future
concurrent cache fill, and allowed sibling directories. [Current-head
private-project integration
tests](https://github.com/paperclipai/paperclip/actions/runs/40884087629/job/123483306405)
passed all 29 cases, including authorized and unauthorized imports of a
cached private package. Full typecheck, build, server suites, all eight
browser shards, and Runner checks passed in current-head CI. Local
database tests could not run because PostgreSQL could not initialize;
this limitation is recorded below.
- The earlier generated migration preserved the newest five snapshots.
The final integration renumbers its unchanged SQL to 0415. Migration
safety/numbering checks pass. Its SQL is byte-for-byte identical to the
previously verified idempotent skill migration; repeated application on
this latest schema was blocked by the same local database startup
failure.
- The broader verification before the final migration-only rebase passed
1,025 package, lifecycle, remote-launch, native-session, and
asset-retention tests, 52 focused UI tests, full workspace
typecheck/build, token gates, and map checks. The linked complete CI run
passed before the latest focused fixes.
- A disposable MinIO instance passed multipart upload, verified
read-back, and cold restoration of an 18 MB archive.
- Twenty warm samples with a synthetic 1,349-file, 22.8 MB repository
retained five metadata queries and zero object reads. Median preparation
was 256 ms for one selected skill and 691 ms for ten, with 5 ms emulated
network delay each way. These are local measurements, not production
latency guarantees.
- No production instance was changed. Earlier verification failures and
their disposition are retained below.

<details>
<summary>Earlier failures, review findings, fixes, and rerun
evidence</summary>

- The first CI pass found a stale inventory-span expectation and a
missing repository-read span. Both are fixed; all three observability
tests pass. One browser test copied page text into its YAML parser after
reload; its first unchanged-head retry passed, but the race recurred
after rebasing. The test now waits for the renamed URL and completed
reload before copying the editor, retaining its original assertions. The
earlier full local suite did not complete cleanly: it reported setup
timeouts and assertions, while isolated relevant reruns passed. The
complete current-head CI run closes that broad verification gap. No
production instance was changed.

- The first Apex review scored 2/5 and identified six issues. The fixes
protect authored history even when it shares an in-flight Git upload,
recheck upload expiry during orphan deletion, bound failed-upload
cleanup, retain per-version kind/encoding metadata, add sanitized
failure diagnostics, and correct the migration guide. The final focused
run passes all 140 tests; the preceding eight-file run passed all 149
tests, including local storage and S3 diagnostics. Server typecheck and
migration safety/numbering checks pass after the fixes. The second Apex
review scored 1/5 and found unbounded maintenance storage calls and
mismatched package/Git batch limits. Those are fixed with a 30-second
cancellable cleanup deadline, shared 100 MiB/10,000-file scanner and
storage limits, and bounded Git read batches. The proposed manual
lockfile edit was rejected with evidence of the enforced CI-owned
lockfile policy. All 19 storage/recovery unit tests and server
typechecking pass. The new database-backed cleanup/conversion tests were
locally skipped because the host exhausted its PostgreSQL semaphore
capacity (confirmed directly by initdb). That gap is closed by
current-head CI: [package-store
tests](https://github.com/paperclipai/paperclip/actions/runs/40771320775/job/123109300889)
pass all 18 cases and [package-worker
tests](https://github.com/paperclipai/paperclip/actions/runs/40771320775/job/123109301157)
pass all 7, with no skips in either suite. The corrected YAML browser
shard passes. A separate planning-fixture test failed its cleanup DELETE
with an activity-log foreign key violation after its behavior assertions
passed; its one unchanged-head retry passed. The third Apex review
scored 1/5 and identified a one-slot pool deadlock, projected path
limits, cleanup holding the preparation lock during archive reads, and a
publication/expiry race. These are fixed with transaction-local reads,
prefix-aware bounds, isolated verification, and shared package row locks
with a publication grace. The separate Paperclip review also found stale
historical inspection, eager history downloads, and conversion retries
blocking sleep. Those are fixed. Local PostgreSQL capacity recovered:
the new database regressions ran, including the one-slot fork, paused
storage during a warm turn, and a locked publication during expiry. The
expanded run passed 144/145 tests; its remaining assertion still
expected file bodies from the version list and was updated to fetch the
selected version. The corrected company-skill suite passes all 81 tests,
and the final package/projection run passes all 27. All 52 focused UI
tests pass after updating their query-provider fixtures; the first UI
run exposed a fixture remount, and the follow-up exposed an editing
syntax error, both corrected. Full workspace typecheck and build, token
gates, and map checks pass. The sandbox initially blocked the build
tool’s local IPC socket; the authorized build rerun passed. Master then
claimed migration 0401. The branch is rebased on f8226b0515, the
unchanged SQL is regenerated as 0402, and repeated application passed
twice on the combined schema. Post-rebase workspace typecheck passes.
All 1,025 package, lifecycle, remote-launch, native-session, and
asset-retention tests pass on the combined head. All CI checks passed
for head 9d80a3b52d. The fourth Apex review scored 3/5 and found a
save/edit lock-order cycle, a retry retaining an uncommitted source ID
in its recovery recipe, and a summary read racing conversion. Commit
b7d9237c6a fixes all three. The new concurrency and retry tests pass
within all 61 package/source tests, and server typecheck passes. Master
then claimed migration 0402. The branch is now rebased on 65fa1cd617 and
the unchanged SQL is regenerated as 0403. All 68 package, source, and
worker regressions, server typecheck, migration safety/numbering, and
repeated migration application pass on current head 62553671a0.
Subsequent verification and review outcomes are recorded below.


- The fifth Apex review scored 4/5 and found cached version reads
unnecessarily depending on object storage and conversion reads missing
the coordinator cancellation signal. Commit 1eb90d80be fixes both:
cached reads verify bytes without the preparation lock; manifest and
archive reads carry cancellation through conversion. The first focused
run passed 70/71 tests, including all three new cases, but the existing
diagnostic test observed no warning. Its fixture now sets an explicitly
expired migration deadline; the final worker suite passes all nine
cases. Server typecheck passes.


- The sixth Apex review scored 4/5 with one finding: concurrent cached
inventories were unbounded. Commit 4b7589e14c gives cached inventories
and previews a two-reader/32-waiter limit independent of cold storage.
The first expanded pressure test observed a third reader before the
preview path had the same bound; both paths now share the local limit.
All 73 focused cases pass, followed by all 29 package cases after the
final overload adjustment; server typecheck passes. The separate
Paperclip review found no must-fix or should-fix issues. Its optional
suggestion to persist durability verification was considered: cleanup
intentionally verifies current external bytes before discarding the last
local authored copy, and the missing-object regression requires that
check. Shared-package eviction happens on cold fills with at most two
attempts and a ten-second budget.


- The seventh Apex review reached 5/5 with one remaining P2:
timeout-bearing manifest reads bypassed request coalescing. The security
review also found repeated archive acquisition after a cold
administrative read. Commit 79a80a39d2 shares manifest loads with
per-caller cancellation and cancels the underlying work when the last
caller leaves; coalesces identical cold version/file requests; and
publishes verified restored packages into the shared cache. Publication
uses a short nonblocking lock, while eviction verification runs outside
it. The first expanded run passed 73/74 tests and exposed a missing
originating DB for cache publication inside read-only inspection;
transaction readers now pass that owner explicitly, keeping metadata on
the transaction. The corrected run passed 75/75. A final eviction test
initially expected the shared package to remain after only its separate
runtime projection was reused; it now explicitly accesses the shared
package during verification. All 32 final package tests pass, including
independent caller cancellation, one acquisition across
concurrent/repeated reads, and warm preparation during stalled eviction
verification. Server typecheck passes.


- The eighth Apex review scored 4/5 with one finding: decoded cold
inventories outlived the storage semaphore while waiting for cleanup.
Commit 9d7921d1ec adds a separate two-response/32-waiter lifetime bound
held through cleanup, preserving the independent warm-read queue and
forwarding cancellation through eviction verification. The new
regression pauses cleanup after two responses decode, verifies a third
archive stays queued, and completes warm preparation before releasing
cleanup. All 77 package/source/worker cases and server typecheck pass.
On the preceding head, serialized server shard 6/9 was interrupted with
“The operation was canceled” after 57 seconds of tests; the log contains
no failing assertion. Fresh latest-head CI reruns that shard along with
the other gates.

- The ninth Apex review scored 4/5 with one P1: cold responses could own
both permits while waiting on a one-slot ordinary database pool held by
a queued transaction reader. Commit a94f0e409f reads caller-scoped
metadata before admission and isolates all acquisition/cleanup SQL on a
private connection. The new real-PostgreSQL regression reproduces the
deadlock against the previous head and passes with the fix; all 78
focused cases and server typecheck pass. The previous CI run completed
with 54 successful checks, including both formerly interrupted/stuck
serialized shards.

- The tenth Apex review scored 4/5 with one P1: preloading legacy bodies
before admission could retain many full repositories in queued requests.
Commit 276e353a37 removes that preload and also bounds legacy manifest
derivation/fallback, using private connections inside the I/O slot. All
80 focused tests pass; the final synchronized package suite passes all
36 tests and server typecheck passes.

- Apex review 11 returned 5/5 with zero comments on 276e353a37. While it
ran, master 8bc051245f added migration 0403, creating a metadata
conflict. Merge commit e1783764d9 integrates master and generates
0404_clumsy_leo.sql; its skill SQL is byte-for-byte identical to the
previously verified migration. The combined schema passes migration
safety/numbering, repeated SQL application twice, all 80 focused
PostgreSQL tests, full workspace typecheck, and full build. The
preceding a94f0e409f CI run was superseded and cancelled while its final
runner job was active; no old-head success is claimed for that run.

- Final acceptance: Apex review 12 returned 5/5 with zero comments on
e1783764d9. All 28 review threads are resolved. The final head has 55
successful checks, two neutral reports, two skipped checks, and no
pending or failing checks; the PR workflow completed successfully.
Superseded run 40789121902 was cancelled to free its workflow slot for
the final head; normal cancellation did not finish promptly, so force
cancellation completed it.

- October 29 conflict resolution (867c00673b): master 929e840595 added
installed-selection reuse and bundled relocation, routine cleanup
notifications, a hardened YAML copy helper, and migrations through 0413.
The merge retains those behaviors together with package read scoping and
the public-selection fast path; restricted selections still reauthorize
and the full row read rechecks scope. Generated migration 0414 retains
the existing SQL unchanged. Workspace typecheck/build and migration
checks pass. Local database verification is unavailable: initdb reports
semget / “could not create semaphores: No space left on device”; all 168
cases skipped, and repeated migration application failed at startup.
Docker returned HTTP 500 during container creation, so no Docker test
pass is claimed. Current-head CI must close this gap.

- Apex review 14 scored 3/5 with one P1: a local import could copy
cached private package files into a company-wide skill. Commit
a2e597d800 rejects cache trees and ancestors through a canonical
filesystem boundary, including aliases and ancestors checked before a
concurrent fill. Ten local filesystem tests and server typecheck pass.
The existing private-project integration case now rejects package-cache
imports for both authorized and unauthorized users. The preceding merge
commit’s complete CI run passed, and logs confirm all 168 locally
skipped cases executed successfully: package store 36, sources 35,
package worker 9, runtime selection 4, observability 3, authoring 81.

- Apex review 15 returned 5/5 with zero new findings on a2e597d800. The
separate Paperclip review found no must-fix or should-fix issues. Its
optional suggestions were considered: unexpected filesystem cleanup
failures remain visible, the durable marker cannot replace checking that
bytes still exist before deleting a last local authored copy, and
administrative history batching remains outside the pre-turn
optimization. The cache-path literal centralization suggestion is also
optional; the current producer and guard use the same directory, covered
by the new integration regression. All review conversations are
resolved.

- Earlier October 29 CI/Apex acceptance: a2e597d800 was mergeable at
that check, Apex review 15 passed 5/5 with zero findings, and all review
conversations were resolved. The hosted verification above records the
later acceptance limits and renewed conflicts. Workflow 40884087629
completed successfully, with 55 successful checks, two neutral reports,
two skips, and no pending or failed checks. The project-skill-sources
job log confirms all 29 cases ran and passed, closing the latest
integration gap. The preceding merge workflow also confirmed all 168
focused database cases ran and passed. No local PostgreSQL or Docker
pass is claimed.

</details>

## Risks

- First use after eviction can require storage or Git access. Revoked
grants, removed sources, and unreachable commits can prevent
reconstruction. Recovery never substitutes a newer commit.
- Historical packages without a proven recipe keep durable bytes.
Cleanup favors retention when a run pin cannot be interpreted safely.
- New uploads and conversion use bounded work and persisted retries.
Large initial conversions still add temporary storage and database load.
- Optional cleanup can wait until the next server wake. Supported
notifications assume one owning server process.
- Per-entrypoint native tree duplication and cold preparation cost
remain. The final ten-skill cold sample took 47.6 seconds on the shared
host.
- Generic authored edits can still hold an existing edit transaction
while a package uploads.
- Explicit file/folder deletion uses temporary disk space for rollback.
An uncertain commit with a changed skill or unavailable database retains
that backup and logs its location for recovery.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and tests. The exact served model ID and context window are
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-29 12:19:37 -05:00
DottaandPaperclip 7e27bc5007 fix(tasks): keep anchored opens compact and stabilize saved cards (#18092)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task pages must make the current instruction and recent conversation
readable quickly.
> - Compact startup avoids reading all earlier messages and run
activity.
> - Every URL fragment previously selected the full-history path, even
for documents.
> - Saved document cards also arrived after the conversation was
visible. PR statistics could add another row later.
> - This pull request keeps anchors compact and reveals the saved
conversation structure together.
> - The benefit is stable reading position without loading unrelated
history.

## Linked Issues or Issue Description

Related: #17593 introduced compact startup. #14667 covers earlier reveal
and scroll work. This fix retains the bounded history contract.

**What happened?**

Opening a task document link loaded all task history. Ordinary cold
opens could reveal messages before saved document cards and plans
arrived. Later PR metadata added a statistics row and changed card
height.

**Expected behavior**

Every URL fragment keeps compact startup. Document links open their
pane. Older-comment links fetch only the target comment. Saved cards
keep their geometry after first reveal.

**Steps to reproduce**

1. Create a task with many comments, a saved plan, documents and saved
PR work products.
2. Delay the enriched task response and open the task. Observe cards
inserted after messages appear.
3. Open a document fragment. Observe full comment, activity and run
reads.
4. Delay PR metadata refresh. Observe each card grow when diff counts
arrive.

## What Changed

- Remove fragment and tab checks from automatic history expansion.
Resolve validated comment UUIDs through the authorized single-comment
endpoint, encode their path components, retain fetched targets across
document navigation, and preserve cancellation/deletion cache updates.
- Include the saved plan, document metadata and local work-product
projection in the core task read. Skip recovery, workspace and
related-task enrichment. Do not refresh providers. Summary queries no
longer select other document bodies.
- Seed saved work-product and plan queries from core, including already
pending or errored reads, without replacing known lists or an
authoritative empty result. Coordinate the bounded recent reads, saved
cards, latest transcript and settled initial pane width before first
reveal. Keep the thread and composer mounted during refresh and explicit
expansion.
- Open continuation summaries in the document pane. Reserve PR
statistics geometry while provider metadata loads.
- Add a reusable synthetic local task, nine browser checks, frame
measurements and video. Extend the PostgreSQL core-route fixture with a
saved PR row and assert its identity, URL, state and stored metadata
survive the response. Update design guidance and capability maps.

## Verification

- Red: visible document/plan cards changed from 0 to 1 to 4; thread
height grew from 690 to 1,432 pixels. Green: all seven saved cards
appear before reveal, with constant thread height and zero per-card
movement in the final reviewed browser run. The final 1,492-pixel layout
includes the reserved PR statistics lines.
- Red: delayed PR diff counts changed all three cards from 62 to 82
pixels. Green: their heights stay at 82 pixels before and after metadata
refresh.
- Nine browser journeys pass: delayed enrichment,
document/comment/unknown/continuation anchors, document clicks and
explicit history expansion with a retained draft, missing-comment retry,
delayed PR statistics, and retained older-comment position after
document navigation.
- 583 focused UI tests passed on `c91fa107ba`. After the plan-cache
follow-up, all 212 affected page/cache/plan-hook tests and UI typecheck
pass, including 14 plan-hook cases. The original 16 focused PostgreSQL
tests passed for the server changes.
- Merge-review red: holding the duplicate stored work-products read
blocked the first reveal past 10 seconds despite core already containing
the saved cards. Both empty and populated core projections now reveal
while that request remains pending. Malformed-comment tests prove no
target request is made; API tests prove path encoding and abort-signal
forwarding.
- The populated core-route test now inserts a real saved PR work product
alongside the plan and documents, then checks the complete saved
projection through HTTP. All ten task cold-open PostgreSQL tests pass.
- Plan-cache review red: an existing pending or errored plan query
prevented the saved core plan from reaching the consumer. Four real-hook
cases failed before the data-presence fix and pass afterward, for both
present and absent plans. A separately fetched newer plan or known
absent plan remains authoritative.
- Further layout red: the initial properties pane reduced visible thread
width from 775 to 742 pixels after reveal. The reveal now waits for two
stable width frames; the browser check includes width, height, card
counts and per-card geometry.
- `pnpm -r typecheck` and `pnpm build` passed for the original change;
UI typecheck and build pass after review fixes. Token, module-boundary
and map checks pass. `pnpm test:run` was stopped after about 15 minutes
in the serialized server lane. No full local test-suite pass is claimed.
On the earlier head, hosted build/typecheck and all Vitest lanes passed;
one E2E shard failed because the agent-configuration clipboard helper
copied page text into its YAML parser. On `c91fa107ba`, Greptile was 5/5
and every E2E shard passed, including the earlier clipboard case. One
unchanged Discord chat-binding test in server shard 8 returned false
after 185 ms; its 16-test integration file passes locally without
changes. The CI cause remains unestablished. On `be436ce492`, both
server shard 8 and E2E shard 7 passed without changing those tests or
their product code. On final head `e357b3bced`, all CI jobs pass,
including full general and serialized tests, all eight E2E shards,
typecheck, build and the aggregate verification gate. Exact-head
Greptile is 5/5 with no findings. The overall status rollup contains 55
successes, two intentionally skipped Storybook checks and a neutral
Paperclip Review. That advisory review ended without a complete
assessment; all previously posted findings are resolved and it added no
current findings.
- Test startup exceeded an initial 5-second deadline once while
development assets and other checks were active. The final browser
checks allow 10 seconds. These runs establish geometry and bounded
requests; they do not establish a reliable latency improvement. An
initial 503 error fixture exercised global reconnect/backoff. The
target-comment failure test uses a terminal 404.
- Browser data is synthetic. Provider metadata is simulated for the
delayed-response check. No staging deployment or live provider execution
is claimed.

## Risks

- Core task reads now include local saved-card queries and the saved
plan body. Other document bodies and all historical run activity remain
outside that path.
- First reveal waits for the bounded current structure. The existing
15-second incomplete-history fallback and inline retry remain available.
- Continuation-summary links open in the document pane in the current
task interface. Classic tasks keep their existing surface.
- No migration or mutation permission change.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-29 09:13:01 -05:00
scotttongandPaperclip 71f0c0c99e feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People coordinate work through conversations, tasks, and requests
for input.
> - These surfaces must share task state and preserve the context of
each decision.
> - The existing workspace makes people switch surfaces to follow that
context.
> - This pull request adds an optional Coordinator workspace with linked
conversations, tasks, documents, and decisions.
> - Each person can enable it in Settings > Experimental and return to
the classic workspace.
> - The benefit is a coherent path from a request to an assigned task
and reviewed work.

## Linked Issues or Issue Description

**Subsystem affected**
UI, server, shared contracts, and database.

**Problem or motivation**
People need a consistent way to start tasks from agent conversations,
answer questions, review work, and return to the source context.
Decisions and task state must agree across these surfaces.

**Proposed solution**
Add a personal, default-off workspace experiment. Keep one conversation
per agent. Add task proposals, compact task and decision cards,
contextual document panels, and a Needs You queue with search, filters,
sorting, grouping, and history.

**Alternatives considered**
Replacing the classic workspace for everyone would remove the opt-out
path. Keeping separate decision state in each surface would create
conflicting answers. This change uses the existing canonical task and
interaction records instead.

**Roadmap alignment**
This supports the existing agent chat, task management, and human review
capabilities. It is an experimental presentation choice. The user
requested this isolated implementation after design review. No Discord
discussion is claimed.

## What Changed

- Add per-person workspace preferences, a default-off setting, and an
additive migration.
- Add Coordinator navigation, pinned destinations, task lists, agent
switching, and contextual panels.
- Link task suggestions and creation to the source conversation. Default
new task ownership to the current agent unless the user specifies
another owner.
- Share pending questions, decision receipts, exact review targets, and
history across tasks, chat, and Needs You.
- Preserve task access, assignment authorization, revision binding, and
required output review gates.
- Add compact document links, relative timestamps, composer controls,
and reduced-motion support for task and decision transitions.
- Add component stories, regression coverage, and capability-map
documentation.

## Verification

- Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on
master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29,
2026 at 00:10 UTC: **MERGEABLE, 56 checks passed, four conditional
skips, no pending or failed checks**. [Current CI
run](https://github.com/paperclipai/paperclip/actions/runs/40790639688)
passed without a rerun on this head.
- Fresh Greptile **5/5**, zero new comments and zero open review
threads; Superagent passed with no suspicious changes.
[Checks](https://github.com/paperclipai/paperclip/pull/17983/checks).
- Local workspace typecheck/build passed after the latest rebase. The
final account-read patch passed UI typecheck/build and all 12 related
preference/settings tests, including a delayed real-client request
across account changes. Earlier scoped checks cover review
deduplication/replay, decision deep links, cross-surface state, access
boundaries, and migration replay.
- Local database/browser rechecks after the latest rebase were limited
by exhausted macOS shared-memory IDs: `initdb` failed before database
creation. The local run passed 31 UI/snapshot tests and skipped 24
database tests; those skips and the blocked local browser start are not
claimed as passes. The independent Linux CI database and browser checks
passed. No running dev database or host setting was changed.
- Upstream migration 0403 is preserved. Preferences and durable review
retry aliases are generated as replay-safe migrations
`0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest
snapshots are retained. Every detected conflict was rebased and pushed
before waiting for CI/review, as requested.
- The PR is unmerged. The active master ruleset still requires
code-owner approval for the changed Paperclip skill; no approval or rule
change was performed.

<details>
<summary>Earlier verification failures, integration history, and
evidence</summary>

These entries preserve prior checkpoints and failures; the current
acceptance result is above.

- Focused UI and server checks from the isolated build are recorded in
the implementation plan.
- Browser checks covered the opt-in shell, navigation, task/document
links, and decision card states. No new live provider trial is claimed
for this handoff.
- Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`,
rebased onto master `8bc051245` immediately after its GitHub
review-repair migration took 0403. Preferences are generated as
idempotent `0404_tense_silver_sable.sql`, preserving upstream
SQL/journal/snapshot history and five newest snapshots. GitHub reports
MERGEABLE after the immediate lease-protected push. Scott's updated
instruction is to rebase and push every conflict resolution first,
without waiting for CI or Greptile; verification follows the push.
- The final reviewed feature tree was consolidated for repeatable
single-commit rebases. The complete previous commit history remains
reachable through local recovery ref
`codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot
`0e1bbdf4e`). The actual rebase completed, and its tree hash exactly
matches that resolved snapshot. The force-with-lease required the known
remote head `0e6ef7c44`, protecting against concurrent branch changes.
No PR merge or permission/runner setting change occurred. Fresh
CI/review are in progress for the current head.
- `2001132fa` received Greptile 5/5 with one nonblocking account-switch
read finding. Current head detaches path-coalesced preference GETs and
disables HTTP caching, retaining React Query's account-scoped sharing. A
delayed real-client GET regression proves account B can load its saved
choice before account A responds, and A's late response only updates A's
cache. Preference/settings tests 12/12 and UI typecheck passed; its
review thread is resolved. Fresh current-head CI/reviews are pending.
The prior CI chat shard 3 ended with “The operation was canceled” and no
assertion failure ([job
123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631),
`/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed
to that cancellation.
- `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass. All browser tests including the repaired YAML shard
passed, and 54 checks passed. General server shard 9 ended with “The
operation was canceled” and no failed assertion; its test step was
marked cancelled (job
[123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893),
log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was
started after the workflow completed, but master moved while it ran. A
local nested-clone check timed out in its 30-second database-startup
hook and then failed cleanup before the 20 database cases ran; this is
retained as a local verification limit
(`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or
proof of the CI cancellation cause.
- Following Scott's instruction, the new conflict was rebased and pushed
immediately without waiting for that rerun. Upstream's
`0403_natural_cerise.sql` is preserved; regenerated preferences and
retry-alias migrations are `0404_tense_silver_sable.sql` and
`0405_harsh_avengers.sql`, replay-safe with five newest snapshots
retained. The YAML helper conflict combines upstream's click and header
behavior with the editor-selection guard and injected regression.
Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase
work. Current head is MERGEABLE. Full workspace typecheck/build passed;
UI and snapshot checks passed 31 tests, but 24 database tests were
skipped by the local support probe, and the local browser server could
not initialize PostgreSQL. A direct disposable `initdb` diagnostic
established the host limitation: `could not create shared memory
segment: No space left on device` (`shmget`, shared-memory IDs
exhausted, not disk space). No dev database or host setting was changed.
Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`,
`/tmp/pr17983-2001132-db-probe.log`; checks:
`/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`,
`/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`.
These local skipped/blocked checks are not claimed as passes; fresh CI
on independent runners is in progress.
- `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass, but [E2E shard
7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925)
failed parsing an Advanced YAML clipboard read beginning with “Skip to
Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`.
Current head hardens the test helper to verify editor focus and
selection, clear stale clipboard content, and require the YAML header at
the start of a fresh copy before parsing. Saved-state assertions and
timeouts are unchanged. All six Advanced YAML browser journeys passed on
a disposable local instance (41.0s); the exact lost-response journey
also passed with a one-time injected surrounding-page copy, verifying
rejection/reacquisition (17.6s). The precise browser focus/clipboard
timing in CI remains unproven; the observed invalid-read path is now
guarded and deterministically exercised. Logs:
`/tmp/pr17983-yaml-clipboard-scope-browser.log`,
`/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head
CI and reviews are pending.
- `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking
deep-link finding. Current head preserves attention links using
`?decisionId=`: the requested pending decision is rendered even beyond
the first 40 cards, focused and scrolled into view, then only that
parameter is consumed so later refreshes do not refocus. Other URL
parameters remain. Needs You tests 10/10 and UI typecheck passed; its
review thread is resolved. The preceding post-rebase regression run
passed 45/45 tests. Fresh current-head CI/reviews are pending.
- `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and
Superagent pass. While 32 checks had passed, master moved and caused a
documentation conflict in `maps/feature-map/onboarding.md`. Rebased
immediately, preserving both onboarding paragraphs. The complete
four-commit branch was pushed as `19e6dcb0b` before waiting on
CI/review, per Scott's instruction. A transient Git index lock
interrupted the first continue; the command sequence briefly pushed
intermediate `34e298c07`, then the completed rebase was immediately
pushed. All feature and security/retry fixes are present; local recovery
ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase
history. The only tree differences from that ref are upstream's two
smoke-test files and the combined documentation paragraph. GitHub
reports MERGEABLE. Fresh current-head verification is in progress;
prior-head review results are not current acceptance.
- `21efa3120` passed Superagent but Greptile scored 4/5 for a valid
retry-key persistence bug: an acknowledged duplicate key could reopen a
resolved review. Current head adds an additive, replay-safe
`0404_light_swarm.sql` migration for indexed, task-scoped aliases from
acknowledged retry keys to the canonical interaction. Alias registration
and retry lookup occur under the existing task lock; payload/actor
mismatch still conflicts, and each canonical review permits at most 100
aliases. Original and acknowledged keys replay the terminal result
rather than creating a new gate. Five newest migration snapshots are
retained. Service/routes tests 165/165 passed; final quality review plus
migration replay/snapshot checks 25/25 passed; server typecheck passed.
The P1 thread is resolved in code; fresh current-head reviews and CI are
pending.
- `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile
findings, but Superagent check
[123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812)
correctly flagged unbounded pending quality-card creation. Current head
fixes that under the existing task-row lock: equivalent requests with
fresh idempotency keys reuse the pending card; conflicting requests for
an unresolved deliverable return the existing interaction ID; pending
cards are capped at ten per task across all reviewers. Distinct outputs
remain independent, and already-answered items in a partially pending
batch can receive a fresh review. Added real-database concurrency,
cross-card duplicate, partial-answer, and hard-cap regressions. Quality
review 22/22 tests and final server typecheck passed; earlier
service/routes 163/163 tests passed before the final partial-answer
refinement. One added assertion initially expected a service HTTP error,
but duplicate keys are rejected earlier by the existing shared schema;
the assertion now verifies that validation. Fresh current-head
CI/reviews are pending; the action-required security result is not
treated as passed.
- `c9c575e5f` completed all 56 checks successfully with four conditional
skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are
fixed in the current head: independently bound quality approvals now
each remain visible in attention; changing/clearing URL-backed
assignee/status filters updates the URL and survives task navigation.
Both review threads are resolved. Regression evidence: attention service
34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server
typechecks and the full workspace build passed on `69c2c7543`. The first
new UI test run caught an assertion racing React Router's transition;
waiting for the navigation before asserting passes without weakening the
navigation/remount checks. These older-head green checks are not claimed
for the new fix commit.
- Preceding `0e6ef7c44` completed all 56 checks successfully with four
conditional skips, fresh Greptile 5/5 and no open findings, and passed
Superagent. A fifth migration-metadata collision arrived before the
final Runner job finished. Those green results are preserved as
prior-head evidence, not current acceptance.
- Previous fully verified migration head:
`0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master
`f8226b051` after the fourth migration-number collision. Master added
terminal GitHub-response migration 0401 while the final native check
ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and
preferences are generated as idempotent `0402_yielding_blink.sql` on
top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE
after the push. All 1,155 relevant
migration/review/interaction/native-execution/remote-assets tests,
workspace typecheck/build, migration guards and whitespace checks pass.
Fresh exact-head CI/Greptile/Superagent are pending.
- Immediately preceding head `36c67cf03` completed all 56 checks
successfully with four conditional skips, fresh Greptile 5/5 and no open
findings, plus passed Superagent security. No retry was needed for that
head's CI. Master advanced and introduced only a migration-metadata
conflict while its final native check ran, so that green result does not
establish acceptance of the current integration. Four consecutive
collisions (0398, 0399, 0400, 0401) during verification are retained as
concrete integration churn; a brief pause of competing migration merges
was requested, without assuming it happened or changing any repo
setting. The PR has not been merged.
- Prior fully verified head: `36c67cf03`, on the clean `30059c0ed`
integration of master `efd65c112`. The last Greptile P2 is fixed: Needs
attention retains the participant-agent scope through authoritative
server membership queries for each pending task, including historical
participation when another agent currently owns the task. It does not
approximate participation with current assignment or enumerate every
company task. The actual view-switch regression and all 31 focused
task/routing/collection tests, UI typecheck/build, token gates and
whitespace checks pass. Greptile completed a fresh 5/5 review on this
exact head (review 19) with zero new comments and no open review
threads. CI and Superagent remain in progress; no current-head CI
failure has been reported.
- Head `30059c0ed` received Greptile 5/5 with that one nonblocking
participant finding, now fixed. Superagent passed that head.
Current-base integration restored the ephemeral RunsOn fleet after a
superseded workflow retained queued aggregate jobs: normal cancellation
was insufficient; the single force-cancel request was interrupted but
readback confirmed that obsolete run cancelled and current CI began on
the trusted fleet. No cancellation retry or runner/security/workflow
changes were made. Its partial CI was superseded by the necessary
participant fix and is not current acceptance.
- Previous compatibility/base-sync head:
`30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master
`efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports
MERGEABLE after the push. Coordinator keeps Inbox standalone under More
without rewriting the instance's Combined Inbox preference; opting out
restores that preference. Saved merged-Inbox URLs resolve to their
original owner, task status presets remain usable, and canonical
repeated `workspace` parameters retain scoped, deduplicated pagination
(including Needs attention). All 192 broader
routing/Inbox/sidebar/privacy/review tests and the final 16 task-page
tests pass, as do workspace typecheck/build, token gates and whitespace
checks. The two review threads are resolved. Fresh exact-head CI,
Greptile and Superagent results are pending.
- The preceding `d5b9be5bd` remained mergeable but its CI routing gate
intentionally fell back to GitHub-hosted runners: “stacked base merge
commit does not contain the current base branch.” All 45 downstream jobs
stayed queued. Current master was merged cleanly to refresh the pinned
base; no runner/security settings or workflow logic were changed.
Greptile scored that preceding head 4/5 with the two compatibility
findings fixed here. Its automatic Superagent scan was inconclusive at
checkout; the documented retry was still pending when superseded. Those
results do not establish acceptance of this current head.
- Previous approval/migration head:
`d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master
`ba5bba86d` and the stale-output approval correction. GitHub reports
MERGEABLE after the push. The fresh P1 finding is fixed: every submitted
item now validates and locks its bound output inside the resolution
transaction, whether or not it carries a required-quality-review
binding. Real database regressions verify that an advanced document
revision or deleted attachment refuses the entire batch without
recording approvals, and current ordinary output reviews still resolve.
All 272 combined migration/review/interaction tests pass; workspace
typecheck/build passed. Fresh exact-head Greptile and CI are pending.
The automatic Superagent scan ended inconclusive at checkout; one
documented on-demand retry is pending. These are explicit verification
limits, not passed security results. The P1 thread is resolved.
- Master consumed the next migration slot three times during this
verification pass: confirmation recovery took 0398, continuation
recovery took 0399, and GitHub acknowledgement recovery took 0400. Each
upstream SQL/journal/snapshot is preserved unchanged. Preferences are
now generated as idempotent `0401_white_lenny_balinger.sql` from
upstream 0400; exactly five snapshots remain, and replay coverage
locates this migration by table content. This is recorded concurrent
integration churn, not a claim that older green results apply to the
latest base.
- Head `ed3b68da9` fixed the two history/URL findings with 26 focused
regression tests, server/UI typechecks, workspace build and token gates
passing. Greptile then scored that head 4/5 with the stale-output P1
corrected in the current head. Its partial CI is superseded, not counted
as current acceptance.
- Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge
of master `063cfd438`. The two fresh Greptile findings are fixed:
history outcome filters now match recorded per-item verdicts in SQL
before pagination (mixed reviews remain in both applicable outcomes),
and same-page URL assignee changes/back/forward navigation update that
filter without clearing independent filters. All 26 focused
database/navigation/collection tests, server/UI typechecks, workspace
build, token gates and whitespace checks pass. The two review threads
are resolved. Fresh exact-head CI, Greptile and Superagent results are
pending.
- The `8458d39d9` migration integration also passed all 328 targeted
migration/interaction/confirmation tests, workspace typecheck/build and
Superagent security scan. Greptile scored that head 4/5 with the two
functional gaps fixed in the current head; those prior-head checks are
not current acceptance.
- Migration integration head:
`8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master
`063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE
after the push. Master advanced twice during this conflict-resolution
pass: first its confirmation-recovery migration took 0398, then its
continuation-recovery migration took 0399. Both upstream migrations and
journal entries remain unchanged; Coordinator preferences are now
generated as idempotent `0400_sad_guardian.sql` from upstream's latest
snapshot. Exactly the five newest snapshots remain. The replay
regression now locates the table migration by content instead of
hardcoding a renumbered filename.
- All 328 targeted question/review/confirmation/migration tests passed
again after the second merge. Workspace typecheck/build and fresh
exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed
workspace typecheck/build and Superagent security scan, but was
superseded because master consumed migration 0399 while those checks
ran. That prior-head result is not acceptance of the current head. No
production settings or runner/security permissions were changed, and the
PR has not been merged.
- Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`,
integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub
reports MERGEABLE after the push. The renewed conflicts were
`0398_snapshot.json`, `_journal.json`, and the top imports in
`issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery
index and journal history are preserved unchanged; Coordinator
preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with
replay coverage updated and exactly the five newest snapshots retained.
Both terminal confirmation notifications and Coordinator task
assignment/required review behavior are preserved.
- All 328 targeted interaction/review/confirmation/migration tests pass,
as do workspace typecheck, map validation and whitespace checks. The
workspace build and fresh exact-head CI/Greptile/Superagent checks are
pending. The first migration-generation attempt hit the sandbox's local
IPC restriction before generating files; the unchanged authorized local
generation completed successfully. Prior-head green checks below do not
establish acceptance of this merge.
- Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`,
with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE.
Greptile completed a fresh 5/5 review on this exact head with zero new
actionable findings and no open review threads. The [fresh CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319)
completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E
shards. Final completed check set: 55 succeeded, four conditional checks
skipped, zero pending/queued/running checks, and one
neutral/inconclusive Superagent scan. The auxiliary commitperclip review
and isolated native Runner compilation/cache-reuse check both passed.
This is not a claim that Superagent produced a passed security verdict.
GitHub still reports MERGEABLE against current master
`60b8089a44b4eaa37e627adbfdf2f130bda13335`.
- Current-head E2E: all eight shards and the aggregate passed, including
the previously failing YAML browser journey. Serialized server shard 9/9
failed: the protected YAML projection test exceeded its original
15-second timeout; its late update request then reached the next test's
reset mock (the captured payload is the prior test's model/label
update). All 88 tests in that exact unchanged file passed locally in
38.03 seconds, with no timeout or assertion changes. The original
slow-request cause remains unproven. CI failure log:
`/tmp/pr17983-8b7-serialized9.log`; local recovery:
`/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged
shard rerun passed, and the workflow completed SUCCESS. Rerun log:
`/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is
retained; a passing retry does not establish its original slow-request
cause.
- Greptile scored preceding head `4873704be` 5/5 with one valid P2:
opened task decision records missed company-scoped live invalidation.
The current head uses the existing company decision prefix for
resolution and effect-completion events, and resets private record
payloads on access changes. Its thread is resolved. All 107 focused
record/live-update tests, UI typecheck/build, token checks and
whitespace checks pass.
- CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML
lost-creation-response journey: its clipboard helper selected page text
starting with “Skip to Main Content” instead of YAML. The exact
unchanged journey passed in a disposable local browser instance (1 test,
17.1 seconds). No assertion, timeout or production behavior was
weakened; the original failure cause remains unproven. Failure log:
`/tmp/pr17983-487-e2e7.log`; local check:
`/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML
browser suite also passed locally (6 tests, 37.8 seconds). Fresh
current-head CI subsequently passed this journey and all other E2E
shards.
- Both the automatic and one supported on-demand Superagent scan on
`4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base
checkout failed or timed out.” These do not count as a passed security
verdict. The current head's automatic scan and one documented on-demand
retry also returned the identical neutral checkout failure, with zero
annotations or further diagnostics. This is an external scanner blocker,
not a passed security verdict. No security settings or permissions were
changed.
- Recorded decision links now render and focus the full source-task
record in both Classic and Coordinator, including recorded choice,
submitted inputs, and the existing effect-result resolver. Fresh
terminal records take precedence over older open-decision cache entries.
Context and account checks keep mismatched or inaccessible records out
of the DOM; no decision-history tab was added to tasks or chat. The
shared company live-run feed now drives live-only filtering, including
ended runs and terminal tasks with stale run entries. All 213 focused
tests, UI typecheck/build, token and whitespace checks pass; the final
focus follow-up passed all 188 task-detail tests and UI typecheck. The
first new navigation test failed because its test host omitted company
context; the host was corrected before the passing run.
- Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1`
merges master `1aa3a21ac` after four additional upstream commits. The
sole conflict was competing imports in `server/src/services/issues.ts`;
both quality-review policy and inbound wake-notice notifications are
preserved. The PR-specific review import now sits beside
execution-policy imports instead of the frequently changing first line.
GitHub mergeability is rechecked after the push.
- On the combined master tree, workspace typecheck/build, all 153
affected UI tests, map validation, and whitespace checks pass. Four
server suites passed 77 tests; the fifth suite's module-import hook
timed out while broad verification was running. Its unchanged isolated
run passed all 41 tests in 7.2 seconds with the original timeout. This
records recovery without claiming the original import-timeout cause is
proven. CI on `375c5e895` passed every substantive job, including all
eight E2E shards and Superagent; Greptile found the two functional gaps
fixed in the current head. A short-lived `669d90876` commit added the
main fixes before the focused navigation follow-up.
- Immediately preceding head `9d9737b49` completed all 56 checks
successfully with four conditional skips, Greptile 5/5 and no open
findings, plus a successful Superagent scan. The signoff E2E shard
passed on its single accepted rerun; its initial cancellation/timing
failure is retained below. Master moved again while those checks ran,
requiring this final integration rather than treating the prior head's
green result as current acceptance.
- Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes
master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was
subsequently conflicted by moving master. The master merge preserved
durable account-bound writes and Coordinator UX. Workspace
typecheck/build, 416 focused UI tests, and 142 affected comment-route
tests passed. A stable full UI run on preceding head `938ad1665` passed
all 9,833 tests across 836 files; its final full workspace build also
passed.
- Greptile found nested proposal project inheritance and Classic
bound-revision links on `91be74952`. Both were fixed with 142
interaction-route tests, 113 focused UI tests, and UI/server typechecks.
Its next review identified a valid draft-preservation bug in the new
Classic loading UI. Head `9d9737b49` keeps loading/error notices outside
editors and annotations while preserving dirty drafts; 115 focused
review UI tests pass, including pending/failed revision loads and
continued draft editing. All related threads are resolved. Greptile
completed a fresh 5/5 review of
`9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings.
- CI on `938ad1665` exposed an integration regression with the newly
merged durable startup saves: the personal preference gate blocked the
task page before its first session lookup. The guarded title editor now
mounts while that lookup is pending, with presentation-specific tools
still gated. All 216 affected component tests pass. The unchanged
five-test `disconnect-write-recovery.spec.ts` browser suite passes
against a newly launched disposable local-trusted PostgreSQL instance on
port 33219, including the exact failed startup-save journey. No live
provider, hosted authentication or production proof is claimed. The
helper-owned test server exited and the port has no listener. UI
typecheck, built-browser assets, token and whitespace checks pass.
- Initial durable-write merge tests found duplicate imports and unscoped
draft fixtures, fixed before 416 focused tests passed. A sandbox
typecheck could not create its IPC socket; the supported rerun passed.
The first revision-link test used a wrong Return to latest button
assertion, corrected before the 113-test pass. The startup E2E
reproduction initially still failed because an outer shell gate also
blocked the page; the subsequent fix passed all five cases without
changing the test or its timeouts. A focused loading-header assertion
initially used an incorrect fixture title; correcting it preceded the
216-test pass. These failures remain recorded.
- Earlier routing gates fell back to GitHub-hosted runners while master
was moving or conflicted. Superseded queued runs were cancelled, then
the `938ad1665` routing gate explicitly selected the ephemeral RunsOn
fleet. Its CI actively executed and completed most tests; only the
diagnosed startup E2E shard and aggregate failed, alongside the valid
Greptile finding. Auxiliary GitHub-hosted workflows also completed
successfully on earlier heads, so queueing alone is not an
administrative blocker. Fresh [CI on
`9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678)
is the acceptance target; the previously failing startup E2E shard now
passes. A different signoff E2E shard failed during executor
resubmission when its fixture run was cancelled as
`issue_continuation_waiting_on_review`. The exact unchanged journey
passed locally (1 test, 46 seconds), and the preceding head with
identical server/signoff code passed that CI shard. This supports a
bounded rerun but does not establish the timing failure's root cause.
After the workflow finished, GitHub accepted one rerun of that failed
shard and its dependent aggregate; both passed, completing all checks on
that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log`
and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No
assertion or timeout was weakened.
- On the first merge, full workspace typecheck/build, all 9,622 UI
tests, 267 tests across seven affected server suites, two migration
checks, map validation, token gates, and the PR diff whitespace check
passed. Greptile then found duplicate local task-search filtering and
lost completed item-review detail. Both are fixed, with 42 passing
focused UI tests and passing UI typecheck/build.
- A subsequent Greptile review found attachment confirmations without
working links and mobile history without a visible host. Confirmation
layouts now derive the authenticated immutable-content endpoint from the
attachment ID, and Needs You uses the existing full-screen mobile sheet.
All 119 focused tests pass, including missing/stale display URLs, both
review layouts, and both mobile history entry buttons. UI
typecheck/build and token checks pass. Full workspace typecheck/build
also pass after the second master merge.
- Greptile gave head 22f69c304 a 5/5 score with one non-blocking
desktop-history reopening finding. Head 6dd52b6d3 fixed it, passed all
nine history tests, UI typecheck/build, token gates, and the full
9,679-test UI suite, then received a fresh 5/5 review with zero open
findings. These are prior-head results; review on the master-sync commit
is pending.
- The chat and workspace CI jobs on head 22f69c304 were interrupted by
runner shutdown signals and cancellation before completing their tests.
Their logs do not report failing assertions. Those interrupted jobs are
not claimed as passes. The new head starts fresh runs.
- The first merge CI had a Slack session-sync idle assertion fail after
an unexpected database read. Its exact isolated reproduction passes, and
the chat CI shard passed on head 618c5a2a3. The original failure's cause
remains undetermined. The broader local reproduction, run concurrently
with full verification, instead encountered 21 timeout failures across
its two test chunks; it is not claimed as a passing full local server
run. A concurrent local UI run had eight failures (seven timeouts and
one delayed autosave assertion). The complete UI run on the final head
passed all 9,679 tests across 830 files with two workers; no test
timeout or assertion was weakened. This establishes recovery without
claiming that every earlier timeout's cause has been proved. An earlier
intermediate UI run also overlapped the second master merge and failed
the newly added Advanced-sidebar expectation, so it is not treated as
stable-tree evidence. The newly merged UI dependencies initially
required refreshing the local install from the upstream package
manifest; the generated local lockfile update is not committed, per
repository policy.
- Superagent returned neutral/inconclusive scans on the preceding heads
because its pinned merge-base checkout failed or timed out. The
available retry endpoint returned 404. These are not successful security
verdicts. The fresh scan on `91be74952` passed (PR scan passed; no
suspicious PR changes detected). The `938ad1665` scan again returned
neutral/inconclusive with the same pinned merge-base checkout error; the
check-suite rerun endpoint returned 404. The fresh `9d9737b49` scan
completed successfully at 18:22 UTC with no suspicious changes detected.
Earlier neutral scans are not counted as successful security verdicts.
- Prior head `57902152ac3218096fca669d33ff18400a2a86ae` passed 9,618 UI
tests across 826 files, received Greptile 5/5 with no open findings, and
completed CI with 56 passes and four conditional skips. These are
historical results, not acceptance of the latest merge commit.
- The first full build found generated capability-contract drift. The
generated outputs were refreshed. Initial sandbox runs could not open
local IPC sockets; verification was rerun with local test access.
- Current master was merged. The workspace preference migration was
regenerated after the existing migration history.
- The UI run first found two outdated expectations: early custom-answer
validation and the document access error copy. Both were corrected, and
the full UI suite then passed.
- The local server run found three failures in unchanged tests. The Muse
test passes with Python 3.13 instead of the host's Python 3.9. The two
workspace tests pass when their test process uses the expected master
default branch. These environment settings do not change application
behavior or global machine settings. The unsharded server run was
stopped after those reproductions; CI supplies the full sharded server
result. No successful full local server run is claimed.
- Skill inventory generation needs an external eval checkout, which is
absent locally. The existing generator functions refreshed only the live
skill inventory and its derived files. The checked-in eval inventory was
preserved. The inventory validation gate passes.
- Greptile found a dropped MCP review requirement, missing per-item
output links, generic item-review summaries, and a history-refresh
failure. The fixes have 32 passing database-backed server tests and
focused rendered-card tests. A follow-up partial-review finding was
corrected by forwarding the canonical mutation status before settling
the card. Attachments open through the authenticated immutable-content
route in both card layouts. The final focused UI set has 117 passing
tests, including these regressions.
- Both browser shards that first failed expected a disabled-chat
message. The copy was restored, and those shards passed in CI on the
next commit. The two journeys also passed locally. One local attempt
first timed out before feature disable while waiting for the provider's
initial message; its isolated reproduction passed. That earlier timing
failure remains recorded and is not presented as an explained
infrastructure failure.
- Serialized server shard 9 first failed during pnpm setup with
ECONNRESET, before dependencies or tests ran. Its single rerun passed
setup and all tests. The build and production runtime boot passed on the
first attempt, but that run's public-install step timed out during Pi
setup. The single build-job rerun passed compilation, runtime boot, and
clean public-install verification. Those setup scripts are unchanged by
this PR. The successful retry establishes recovery; the earlier Pi
timeout's underlying cause remains undetermined. The aggregate CI gate
is green: [workflow
run](https://github.com/paperclipai/paperclip/actions/runs/40637789695).

</details>

## Risks

- This touches shared task, interaction, and completion paths.
Regression tests must cover classic and experimental behavior,
authorization, duplicate answers, and stale review targets.
- The additive preference table must migrate before the setting is used.
The setting defaults off.
- The experiment changes navigation and message presentation. Canonical
task and document records remain the source of truth.
- The initial task brief and saved plan can repeat information. This
change fixes chronology; a broader redundancy policy remains a design
decision.

## Model Used

OpenAI GPT-6 Codex with reasoning and tool-assisted code editing, tests,
and browser verification. Earlier iterations used Codex models in this
task; their exact model IDs are not available in the current context.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used
- [x] I have checked ROADMAP.md
- [x] I have searched GitHub for duplicate or related PRs
- [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
- [x] I have run relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open recommendations or follow-ups
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 17:20:01 -07:00
d30c8f42b8 feat(ui): keep writes durable through temporary disconnects (#17960)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/123/changes/paperclip/123
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People save tasks, write documents, make decisions and send board
messages.
> - A disconnect can hide a response after the server accepts a write.
> - Recovery must keep the original account, task and request key.
> - The merged connection foundation in #15754 handles reads and shared
outage state.
> - This change adds bounded write recovery and explicit actions when
recovery stops.

## Linked Issues or Issue Description

**What happened?**

Temporary failures could lose edits, report accepted writes as failures,
or require people to copy and send input again. A retry could target a
newly selected task or account. Restoring attachments could create a
second task.

**Expected behavior**

Keep the draft, its owner and its target. Retry only operations with a
server contract that prevents duplicate writes. Verify uncertain
results. Show conflicts and permanent failures, with an explicit resend
or cancel action.

**Steps to reproduce**

1. Save a task title during an outage, then open another task before
recovery.
2. Restore a task creation that needs files, selecting those files in
another order.
3. Lose a document or decision response, then interrupt the verification
read.
4. Switch accounts while a create, upload or connected-channel
publication is pending.
5. Type and erase a new-task draft before the first account lookup
completes, then reopen it.

This PR carries the write layer from #15769 and its review fixes. It
targets master after #15754 merged. Related test cleanup #16952 already
covers the unchanged copy-link toast test; this PR does not duplicate
that work.

## What Changed

- Add bounded autosave and submit jobs for supported writes, with
pending, conflict and manual retry states. Retain admitted autosaves
after navigation and preserve newer task revisions.
- Keep each job with its original account, task and operation. First
account resolution adopts admitted startup work; a later account change
cancels old work. Remount inline and document editors when their owner
or document subject changes.
- Preserve task-creation keys and immutable request snapshots through
file reattachment. Restore generated document keys before comparing
reselected files. Reject changed requests instead of creating a second
task.
- Check the original account scope before creates and each upload. Save
successful upload receipts before stopping on an account change.
Identify attachments by content digest and metadata.
- Verify uncertain document and decision results. Replay only plain,
keyed comments automatically; combined reassignment, reopen and
run-setting changes require receipt reconciliation or cancel. Settle
each request once when a receipt races its retry.
- Scope drafts and connected-channel publication reads to their owner.
Keep unowned older records unread and unreplayed, with an explicit
confirmed discard action after Activity inspection. Preserve typing
through the first session lookup, keep erased text erased, and report
browser persistence only when storage succeeds.
- Wait for the first account lookup before sending startup status
changes or decisions. Retry failed required lookups with a fixed limit
and surface exhaustion to the original action. Preserve uncertain
comment keys on account cancellation. Check the account generation
before a comment retry calls its sender and again immediately before
POST after asynchronous preparation. Retire only that request’s
optimistic echo on completion.
- Return an ordinary comment’s accepted same-company, same-task,
same-user receipt before workspace reopening, task status changes or
wakeups. Reused keys with changed text still conflict. Complete
reference and activity records through the same finalizer for initial
sends and accepted retries. It locks the task before its comment,
matching task and company deletion, comment removal and tombstoning,
rejects removed or tombstoned comments, repairs references and inserts a
missing activity record in one transaction, and publishes after commit.
- Remove reader-only record and comment-body size caps so accepted
browser writes remain readable, including JSON-escaped comment requests
in local and session storage. Update four existing Storybook fixtures to
use owned draft keys.
- Document the write contracts and add regression and real browser
recovery coverage.

- Add the exact reviewed-save recovery regression for both composer
implementations and reloads. Align receipt completion, both comment
deletion methods and company deletion with task deletion by locking
tasks first. Cover real task and company deletion races.

## Verification

- The exact reviewed-unknown-save regression fails in all four cases on
original commit `1ed0af4186`. It passes with this PR for both composers,
before and after reload. Cancel keeps the text and uploaded receipt. The
retained draft sends, and the next message also sends. Run `pnpm exec
vitest run --project @paperclipai/ui
ui/src/components/composer-recovery.test.tsx`.
- The new real PostgreSQL task-deletion race fails with SQLSTATE `40P01`
on parent commit `f3253a00c4`. The company-deletion race also fails with
`40P01` on `e8cf0e02dd`. All six receipt tests pass after the final
lock-order fixes. They cover company deletion, task deletion, comment
removal, tombstoning, concurrent cross-task references and interrupted
reference repair. Run `pnpm exec vitest run --project
@paperclipai/server
server/src/__tests__/issue-comment-receipt-postgres.test.ts`.
- The full UI run passed 9,656 of 9,659 tests across 816 files. Three
cases failed under that run: two large-tree timeouts and one
plugin-panel assertion. All 67 tests in those two files passed in an
isolated rerun. These failures remain recorded; this does not claim a
clean full UI run.
- `pnpm -r typecheck`, `pnpm build`, token gates and map checks pass on
the final change. The local full repository test command was started,
then stopped when the delivery moved to this existing PR. Fresh PR CI
must provide the full-suite gate.
- A local Storybook walkthrough used the real rich editor. Cancel kept
the restored text, Send cleared it after the simulated save, and a new
draft enabled Send again. Storybook simulates submission; it is not
staging acceptance.
- Earlier verification on `f3253a00c4` recorded five browser journeys
for title saves, cached-task offline recovery, startup recovery,
accepted comment replay and session lookup failure. Those results remain
prior-head evidence. No new staging deployment is claimed.

- On `e8cf0e02dd`, all CI checks passed after one browser-shard rerun.
Its first failure copied page text instead of YAML in an unrelated
agent-configuration test. On final commit `35131d4380`, Greptile is 5/5
with no unresolved review threads. The first CI attempt has two failures
outside this diff: runner close-attachment suspension and
scheduled-retry teardown. The scheduled-retry file passes all 14 tests
in isolation; the isolated runner test still fails locally. The single
standard CI rerun passed both jobs, and the aggregate verification gate
passed. All CI checks are green on `35131d4380`; Apex is 5/5 on that
same commit with no unresolved findings.

## Risks

- Automatic replay requires server duplicate prevention or result
verification. Uncertain combined mutations require receipt observation
or cancel and a fresh intentional send.
- Old unowned form drafts remain stored but are not assigned to an
account. Unowned channel records can be retired after Activity
inspection; this never cancels an accepted remote update.
- Browser storage and hashing can be unavailable. Storage failure is
reported honestly. Without a digest, replay can duplicate an upload
rather than silently drop a selected file.
- Detached autosaves remain bounded and check account ownership on each
attempt. Conflicts or exhaustion retain the draft for explicit recovery.
- No schema, credential or agent permission change is included. This PR
does not claim staging deployment or original-task acceptance.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`) produced the original
implementation with tool use. OpenAI Codex, GPT-6 family, assisted with
restoration, integration, verification and review fixes. This Codex
session does not expose its exact serving model ID or context window
size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Amy (Opus) <claude@users.noreply.github.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
2026-10-28 10:52:06 -07:00