Commit Graph
413 Commits
Author SHA1 Message Date
DottaandPaperclip ec84eb7342 fix(ui): defer Inbox re-sort to attention boundaries (#10623)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Inbox lists work items by recent activity.
> - An archive changes activity data and can change the computed order.
> - The list can then move rows under the pointer during a fast archive
sequence.
> - The Inbox must keep its shown order while the operator is engaged.
> - This pull request adopts fresh order only at an idle, visibility, or
view-change boundary.
> - The benefit is a stable Inbox that still receives fresh data and new
items.

## Linked Issues or Issue Description

**What happened**

The Inbox re-sorts while an operator archives items quickly. An archive
can lower a parent group's activity time. Unrelated rows then move, and
the row under the pointer can change.

**Expected behavior**

Keep the shown order stable while the operator works in the Inbox.
Insert new items at their computed positions. Adopt a fresh order after
an idle period, after a long hidden-tab interval, or when the view
changes.

**Steps to reproduce**

1. Open the Inbox on the Mine tab with several items, including nested
items.
2. Archive several items quickly with the pointer or keyboard.
3. Observe rows move before the archive sequence is complete.

**Deployment mode**

Any deployment. This change affects only the web UI.

**Additional context**

This PR supersedes the closed subset PR #10621. It keeps the full change
in one review.

## What Changed

- Added an order-pin utility for sections, root rows, non-issue items,
and nested children.
- Kept archived rows in place for the existing five-second undo
interval.
- Added an attention-boundary hook for idle, visibility, and view-change
commits.
- Connected pointer, wheel, hover, keyboard, and archive interactions to
the idle boundary.
- Made idle commits repeat while the Inbox stays idle.
- Made view changes adopt the fresh order in the same render.
- Added unit and integration coverage for order pins and attention
boundaries.

## Verification

- `pnpm exec vitest run ui/src/hooks/useInboxSortAttention.test.tsx
ui/src/lib/inboxOrderPin.test.ts ui/src/pages/Inbox.test.tsx` — 33 tests
passed.
- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — 3,429 tests passed, 2 skipped, and 1 unrelated
server test failed. The isolated failure expects `issue_commented` but
current master records `heartbeat.scheduling_suppressed` in
`plugin-orchestration-apis.test.ts`.

## Risks

- Low risk. The change is client-only and does not change the sort
algorithm.
- A bad pin can show an old order until the next boundary. The tests
cover repeated idle commits and immediate view changes.

> 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 4.8 (`claude-opus-4-8`), extended thinking, tool
use, and code execution for the implementation.
- OpenAI Codex (`gpt-5`), reasoning, tool use, and code execution for PR
preparation and verification. The serving snapshot, context-window size,
and hidden reasoning configuration were 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>
2026-08-01 20:46:55 -05:00
DottaandPaperclip 30c49c8327 feat(decisions): add queues and prioritized attention feed (#10651)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source control plane for companies of AI
agents.
> - Operators use the attention feed to find decisions that need action.
> - The feed has eleven source kinds, but it has no durable queue or
triage state.
> - The feed also returns every item and lacks decision deadlines,
snooze state, and decision-focused ordering.
> - This pull request adds secure queue sidecars and enriches the
attention feed with triage data, filters, cursor pagination, and
decide-now ranking.
> - The benefit is a bounded feed that can show the most urgent
decisions first without weakening source visibility rules.

## Linked Issues or Issue Description

This pull request replaces the closed
[#10634](https://github.com/paperclipai/paperclip/pull/10634). It
combines that queue foundation with the dependent attention-feed change
as one review unit.

**Subsystem affected**

Database schema, shared contracts, server authorization and REST APIs,
and the UI attention client library.

**Problem or motivation**

The attention feed can contain hundreds of mixed decision items.
Operators cannot group them into durable queues, set a decision
deadline, snooze an item, or request a bounded page ordered by urgency.
The current client must download the full feed on each refresh.

**Proposed solution**

Store queue membership and triage state by stable attention identity.
Re-authorize each source during queue reads and writes. Enrich attention
items with queue, deadline, snooze, expiry, rule, and origin data. Add
activity and queue filters, opaque cursor pagination, decide-focused
ordering, and a decide-now count.

**Alternatives considered**

Adding queue fields to every source would duplicate schema and
authorization logic across eleven source kinds. Client-only filtering
and sorting would still transfer the full feed and would make pagination
unstable.

**Roadmap alignment**

This change improves the core decision-attention surface and operator
oversight. It does not implement the separate general-purpose work queue
milestone in `ROADMAP.md`.

## What Changed

- Added company-scoped queue, membership, triage, and append-only event
tables with actor and run provenance.
- Added queue CRUD, item membership, starter-rule discovery, and
decide-by and snooze endpoints.
- Kept source authorization on each queue mutation, read, and count.
- Added attention fields for expiry, rule, origin agent, queues,
decide-by attribution, and snooze state.
- Added activity date filters, queue filters, opaque cursor pagination,
and configurable page limits.
- Added decide-now ordering by deadline, expiry, severity, and activity.
- Added `decideNowCount` and excluded actively snoozed items from the
default feed.
- Updated the shared and UI client contracts.
- Added focused server, route, OpenAPI, and UI client tests.

## Verification

- `pnpm exec vitest run server/src/__tests__/attention-service.test.ts
server/src/__tests__/decision-queues-routes.test.ts
server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts
ui/src/lib/attention.test.ts` (72 tests passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared
--filter @paperclipai/server --filter @paperclipai/ui typecheck`
- `git diff --check origin/master...HEAD`

## Risks

- The migration adds four company-scoped tables and provenance foreign
keys. Migration numbering and safety checks pass.
- Attention reads can lazily create starter queues and memberships.
Inserts are idempotent, audited, and transactional.
- Cursor validity depends on the filtered feed. The API returns a clear
validation error when the cursor item no longer exists in that feed.
- Queue reads re-check source visibility. This favors correct
authorization over fewer queries.

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

## Model Used

- OpenAI Codex, model `gpt-5`. The runtime used agentic reasoning,
repository tools, code execution, and test execution. The runtime did
not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-01 20:37:39 -05:00
scotttongandClaude Fable 5 c185e64b77 feat(ui): chat-style task view behind an experimental flag (#10606)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators spend most of their time on the issue detail page. They
talk to the assigned agent there through comments.
> - The current page reads as a ticket form. The thread sits below
properties, the composer sits mid-page, and live agent activity renders
as dense transcript logs.
> - Talking to an agent is a conversation. A chat-first layout matches
that mental model better than a ticket form.
> - A layout change this large must not disrupt current users. It needs
a safe opt-in path and full parity with the existing thread features.
> - This pull request adds a chat-style task view behind a new
"Chat-Style Tasks" experiment toggle. The flag is off by default and the
existing page is unchanged when it is off.
> - The benefit is a focused, readable conversation with the agent: live
tool activity folds into compact summaries, the composer stays at the
bottom, and properties, plan, and artifacts move into header tabs.

## Linked Issues or Issue Description

Refs #49 (chat with agents is a much-wanted feature).

Related PRs found in the dedup search:
- #4489 — an earlier, closed attempt to promote the conversation to the
primary surface on issue detail. This PR is a fresh, flag-gated take on
the same goal.
- #8837 — an open PR that proposes a two-column task layout. It
restructures the same page but keeps the ticket paradigm; this PR is
orthogonal because it is opt-in and chat-first.

**Subsystem affected**

UI (issue detail page).

**Problem or motivation**

The issue detail page presents agent conversations as a ticket:
properties first, thread below, composer in the middle of the page, and
raw transcript noise during live runs. Users who mainly converse with
their agents must scroll past chrome to follow the conversation, and
live activity is hard to read.

**Proposed solution**

An opt-in chat-style view of the issue detail page, gated by a new
"Chat-Style Tasks" experiment toggle in Settings → Experimental. With
the flag on, the thread fills the center pane, the composer docks to the
bottom of the viewport, Properties / Plan / Artifacts become header
tabs, live turns show a status pill with the current tool action and
elapsed time, and settled turns collapse to a "Worked · N tools" summary
that expands into per-tool rows. With the flag off, nothing changes.

**Alternatives considered**

Restyling the existing layout in place (rejected: too disruptive without
an opt-out), and a separate chat page beside the issue page (rejected:
splits the task's single source of truth). A per-request lab page
(`/task-chat-lab`, dev-only) was kept for design iteration instead.

**Roadmap alignment**

ROADMAP.md "CEO Chat" wants lighter conversations that still resolve to
real work objects. This PR keeps the core task-and-comments model — it
only changes presentation, opt-in — so it does not duplicate that
planned work.

## What Changed

- New `enableTaskChatRedesign` instance setting, exposed as a
"Chat-Style Tasks" experiment card in Settings → Experimental (shared
feature catalog, validators, server instance-settings service, and UI
settings page).
- New `ui/src/components/task-chat/` component family: chat thread with
turn grouping, agent reply bubbles, live status pill, collapsible turn
summaries with per-tool rows, plan tab with a sticky CTA action bar,
inline interaction cards, per-request mode chips, and a bottom-docked
composer.
- A shared tool taxonomy (`tool-taxonomy.ts`) maps tool names to verbs
and icons; the status pill, tool rows, and the classic transcript view
all use it.
- A transcript adapter converts stored run logs into chat turns; it
dedupes tool-call updates by `toolUseId` so tool counts match the
expanded rows, and it keeps a tool row's first real name when later
generic updates arrive.
- Composer: posts on Cmd/Ctrl+Enter, supports image paste with
object-URL thumbnail previews (revoked on clear/unmount), and uploads
through the issue attachments route.
- `IssueDetail.tsx`: with the flag on, pane tabs move to the header bar,
the header is not sticky, and the chat fills the center; with the flag
off, the previous layout renders unchanged.
- Motion tokens for the new animations live in `ui/src/index.css` with a
`motion-tokens.ts` catalog and a test that keeps the two in sync (the
catalog now also covers the shared enter/exit/swap tokens that the
decision/quicklook block declares).
- A dev-only `/task-chat-lab` page with fixtures and a tweak panel for
motion tuning.

## Verification

- `pnpm typecheck` — clean across the workspace.
- `pnpm check:token-gates` — 3/3 CLEAN.
- `cd ui && pnpm vitest run` — 3,344 of 3,345 tests pass locally. The
one failure is `IssueProperties.test.tsx` monitor-row time formatting,
which is timezone-sensitive: it also fails on unmodified `origin/master`
in a non-UTC timezone and passes with `TZ=UTC`. It is not related to
this change.
- `cd server && pnpm vitest run
src/__tests__/instance-settings-service.test.ts` — 21/21 pass (covers
the new setting).
- Manual: start the dev server, open Settings → Experimental, enable
"Chat-Style Tasks", and open any issue. The thread fills the page, the
composer docks to the bottom, and Properties / Plan / Artifacts appear
as header tabs. Assign an agent and comment to watch a live run: the
status pill shows the current tool action with elapsed time, and the
finished turn folds into a "Worked · N tools" summary. Disable the
toggle and confirm the classic page is unchanged.
- Visual snapshot baselines are intentionally not updated: per
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- The flag-off path goes through the same `IssueDetail.tsx` file, so a
regression there would affect current users. Mitigation: the classic
markup renders through the same components as before behind explicit
flag conditionals, and the full UI suite passes.
- The transcript adapter interprets stored run-log formats, including
legacy entries without `toolUseId`. Malformed logs degrade to generic
tool rows rather than crashing.
- The new view changes no server behavior other than one additive
instance setting; it is additive and default-off. Overall risk with the
flag off is low.

## Model Used

- Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5),
extended thinking enabled, agentic tool use (file editing, shell, test
execution) via Claude Code / Claude Agent SDK.

## 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 Fable 5 <noreply@anthropic.com>
2026-08-01 02:26:47 -07:00
9c1f8e7887 feat(decisions): add first-class propose mode (#10010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can currently perform many mutations directly, while humans
often need a durable review point before cross-issue or destructive
actions occur
> - Existing approvals and issue-thread interactions do not provide a
standalone, reusable object for presenting options, collecting typed
inputs, detecting stale targets, and auditing effect execution
> - The control plane therefore needs a first-class propose mode that
separates an agent's recommendation from the governed mutation it may
cause
> - This pull request adds Decisions v1 across the database, shared
contracts, server execution and telemetry, agent skill guidance, and
operator UI
> - The benefit is that agents can propose multi-option actions safely
while operators get explicit provenance, fail-closed execution,
per-effect results, and a focused attention workflow

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`.

### Problem or motivation

Agents need a governed way to propose consequential work without
immediately mutating issues, especially when one choice can affect
several issue trees. Existing approvals and issue-thread interactions do
not provide a standalone object with typed options, target snapshots,
effect-level authorization, expiration, execution outcomes, and reusable
attention-feed presentation.

### Proposed solution

Add first-class Decisions that store options and typed inputs, surface
open proposals in the operator attention feed, validate target freshness
and the origin-agent/operator authorization intersection at decision
time, execute a bounded set of auditable effects, and retain terminal
outcomes. Decisions v1 supports comments, status and assignee changes,
follow-up issue creation, blocker resolution, and issue-tree
cancellation, plus bundle grouping, expiration/dismissal, rule-key
telemetry, and agent-facing API guidance.

### Alternatives considered

- Extend approvals with arbitrary effects: rejected because approvals
represent governed yes/no actions and would become an unsafe generic
mutation envelope.
- Model every proposal as an issue-thread interaction: rejected because
decisions can span several targets and need independent lifecycle,
telemetry, idempotency, and effect results.
- Let agents perform the mutation and ask for retrospective review:
rejected because it removes the pre-execution governance boundary this
feature is meant to provide.

### Roadmap alignment

Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**,
**Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool
access)**, and **Activity History** by making explicit decisions,
authorization gates, auditable execution, and terminal outcomes
first-class control-plane objects.

### Additional context

This does not replace existing approvals or issue-thread interactions,
and it does not add an unrestricted generic mutation effect.

## What Changed

- Added company-scoped decision, option, target, and effect-execution
schema plus migration and shared TypeScript/Zod contracts.
- Added decision routes and services for propose, list/get, decide,
dismiss, cancel, target freshness checks, authorization intersection,
idempotency, activity logging, and execution auditing.
- Added rule-key decision telemetry and attention-feed metadata so open
decisions are visible and measurable.
- Added agent skill documentation for proposing and resolving decisions
through the Paperclip API.
- Added the Decisions UI: API client, query keys, inline attention
resolver, bundle grouping, target-issue strip, terminal history,
destructive confirmation, and per-effect result rendering.
- Added server service coverage, DecisionCard state tests, and Storybook
stories for the supported visual states.

## Verification

- `pnpm -r typecheck` — passed.
- `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated
cross-suite cleanup-order failure in
`heartbeat-responsible-user-invariant.test.ts`; the failing file passes
in isolation (`6/6`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/DecisionCard.test.tsx` — passed (`9/9`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/authz-existence-oracle-guard.test.ts
src/__tests__/openapi-routes.test.ts` — passed (`5/5`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/decisions-service.test.ts` — passed (`16/16`).
- `pnpm --filter paperclipai exec vitest run
src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`).
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
paperclipai typecheck` — passed.
- `pnpm build` — passed.
- Rebased-head focused suite — passed (`6` files, `88` tests): shared
decision contracts, Decisions service, OpenAPI routes, startup feedback
export, DecisionCard states, and attention helpers. The follow-up
stale-secondary-target regression passes in the DecisionCard suite
(`10/10`).
- Rebased-head scoped typechecks — passed for `@paperclipai/shared`,
`@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`.
- Rebased-head migration numbering and safety checks — passed after
renumbering the additive migration to `0193` and making it replay-safe
for environments that applied the earlier feature-branch number.
- `pnpm check:token-gates` — passed with all gates clean.
- GitHub PR workflow and Greptile review for
`1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the
stale-secondary-target fix and PR metadata refresh on July 27, 2026.
- `pnpm --filter @paperclipai/ui build-storybook` exposes an existing
Storybook version mismatch (`storybook` 10.4.6 vs
`@storybook/addon-docs` 10.5.0); Decisions stories were validated with
the docs addon temporarily disabled and the tracked config remains
unchanged.

## Risks

- **Migration:** Adds replay-safe migration `0193`; migration numbering
and safety checks pass. The new tables and indexes are additive.
- **Authorization:** Effect execution intersects the proposing agent's
permissions with the responsible user context and fails closed; mistakes
could reject a valid proposal rather than silently over-authorize it.
- **Concurrency:** Target snapshots and idempotency keys protect against
stale or duplicate execution, but reviewers should focus on mixed-effect
partial outcomes and retry behavior.
- **UI:** Decisions are integrated into the existing attention feed
rather than a separate navigation surface, reducing routing risk but
increasing the importance of attention-item metadata compatibility.

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

## Model Used

- OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review
fixes, and verification; repository tools and code execution were
enabled, and context-window size is not exposed in this runtime.
- Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions
UI implementation, as recorded in the relevant commits.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:17:02 -07:00
71231dfa38 feat(audit): agent audit UI — company page + per-agent tab (#9744)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators need an audit record of agent actions across tasks,
comments, documents, approvals, and runs
> - The permission-gated audit read API provides that record, but
operators cannot inspect it in the product
> - A readable UI must preserve company boundaries, server-side
permission decisions, and redaction
> - Audit exports must also be safe to open in spreadsheet software and
must record the export itself
> - This pull request adds company and per-agent audit views plus a
guarded CSV export
> - The benefit is a searchable, filterable, and reviewable agent action
history with direct links back to work

## Linked Issues or Issue Description

**Feature.** This change adds the frontend and CSV export for the agent
action audit log.

Refs #9731 and #9735.

- Problem: agent actions are recorded, but operators have no readable
product surface to inspect or export them.
- Solution: add a company audit page and a per-agent Audit tab that use
the permission-gated audit API.
- Alternative: build a separate plugin-only surface. This was rejected
because the existing permission model already supports a unified,
server-authoritative view.

This pull request targets the audit epic branch, which contains the
merged #9735 audit API.

## What Changed

- Added a company Audit page and sidebar entry.
- Added a per-agent Audit tab with a fixed agent filter.
- Added filters for agent, responsible user, action domain, entity type,
and date range.
- Added task and run links, responsible-user context, cursor pagination,
and readable action text.
- Added a permission-denied Enterprise card for callers without
`audit:view_agent_actions`.
- Added a CSV export that is permission-gated, capped, self-audited,
CSV-escaped, and protected against spreadsheet formula injection.
- Preserved the merged audit API cursor validation, redaction, and
sub-millisecond pagination behavior.

## Verification

- `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6
passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with
embedded PostgreSQL.
- `pnpm -r typecheck` — passed across all workspaces.
- `pnpm build` — passed across all workspaces.
- `pnpm test:run` — all completed shards passed except one
environment-sensitive CLI assertion caused by injected static AWS
credential variables; the exact test passes 8/8 with those variables
unset.
- Manual Chromium QA exercised the populated feed, active filters,
permission-denied card, per-agent tab, and CSV export.

## Screenshots and Manual QA

- [All audit states exercised in
Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001)
- [Detailed browser report and per-agent tab root
cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061)

The per-agent redirect defect found during QA is fixed in this branch.

## Risks

Low to moderate risk. The UI and export route are additive and use the
existing company-scoped permission gate. The main risks are large
exports and spreadsheet interpretation. The export is capped at 10,000
rows, records truncation accurately, and prefixes formula-like cells as
text. There are no schema changes or migrations.

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

## Model Used

- Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use,
and code execution produced the original implementation.
- OpenAI Codex, GPT-5 (deployment ID and context window not exposed),
reasoning, tool use, code execution, browser-test orchestration, and
GitHub review tooling repaired and verified the pull request.

## 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)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:09:13 -07:00
DottaandPaperclip b1ac92f305 fix(ui): recover blockquotes the markdown editor escaped as backslash-gt (#10466)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The web UI uses one shared markdown editor for comments, issue
descriptions, and documents.
> - Users type `>` at the start of a line to insert a blockquote.
> - The live editor shortcut does not always run in every browser and
input method.
> - The markdown exporter then changes the leading `>` to `\>` and saves
literal text.
> - The saved text does not render as a blockquote.
> - This pull request restores the blockquote marker when markdown
enters or leaves the editor.
> - The benefit is reliable blockquote insertion on every surface that
uses the shared editor.

## Linked Issues or Issue Description

No public GitHub issue exists.

Related prior attempt: #10465.

**What happened?**

The shared markdown editor sometimes saved a blockquote as literal text.
This happened when the live shortcut did not run. The exporter saved `\>
text`, which rendered as literal `> text`.

**Expected behavior**

A line that starts with `>` must render as a blockquote in comments,
issue descriptions, and documents.

**Steps to reproduce**

1. Open a task comment composer, description editor, or document editor.
2. Add `> ` to an existing line, or use an input method that does not
run the live shortcut.
3. Save the content.
4. Observe that the saved line renders as literal text instead of a
blockquote.

**Paperclip version or commit**

`master` at `78f8c6c3d4`.

**Deployment mode**

Self-hosted server.

## What Changed

- Add `unescapeBlockquoteMarkers()` to restore block-level `\>` markers.
- Keep indented code, list content, nested content, and fenced code
unchanged.
- Apply the helper when markdown enters and leaves `MarkdownEditor`.
- Add focused tests for line position, indentation, container prefixes,
and CommonMark fence rules.

## Verification

- `pnpm exec vitest run ui/src/lib/blockquote-markdown.test.ts` passes
with 22 tests.
- `pnpm exec vitest run ui/src/components/MarkdownEditor.test.tsx`
passes with 37 tests.
- `pnpm --filter @paperclipai/ui typecheck` passes.
- `pnpm check:token-gates` passes.
- `git diff --check origin/master...HEAD` passes.
- A browser harness used the real `MarkdownEditor` and `IssueChatThread`
composer. It confirmed that `> text` renders as a blockquote and exports
as `> text`.
- The [Cutter
preview](https://github.com/paperclipai/paperclip/pull/10466#issuecomment-5140558263)
supplies a task-page screenshot and an editor interaction video.

## Risks

- Low risk. The helper returns the input unchanged when it contains no
`\>`.
- A paragraph that deliberately starts with literal `\>` now becomes a
blockquote. The editor has no literal-marker control, so this matches
the available input behavior.
- There are no database, API, or migration changes.

> 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 4.8 (`claude-opus-4-8`, 1M context), extended
thinking, with tool use and code execution.
- OpenAI Codex with GPT-5 (`gpt-5`; runtime build and context-window
metadata were not exposed), with reasoning, tool use, code execution,
and GitHub review tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change 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 (none
needed)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 18:52:42 -07:00
TonioandClaude Opus 5 492555aaf9 design(decisions): flatten decision cards to two task-borrowed types (#10474)
The Decisions queue ran five parallel colour/icon vocabularies chosen by
source kind, plus a separate severity badge, so two rows needing the same
response could look unrelated and none of it matched the task list.

Every row now resolves to one of two kinds, each borrowing the task status
it corresponds to: blocking renders as `blocked`, review as `in_review`,
both through StatusGlyph and the existing --status-task-icon-* tokens.
Source kinds keep their own wording; only colour and icon merge.

Card anatomy follows the design mock: no left accent rail, rounded cards
16px apart, a "/"-separated meta breadcrumb, a named See more / See less
control, and no separately tinted drawer when expanded. Verb order is
fixed across both states. Severity moves from chrome to a toolbar filter.

Four defects fixed along the way:
- blocked rows reported themselves as their own blocker (server-side)
- the task key was missing wherever the row's subject IS the task
- the task quicklook stuck open, because closing handed focus back to a
  trigger that opens on focus
- the card ring appeared on click, and only on cards with a toggle

Also: the standard task preview is aligned to its trigger's text and
scales out of it, the task eyebrow renders its project as a tile, and the
first motion tokens land alongside the disclosure and crossfade.

Supersedes #9574 and #9575.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-31 18:43:40 -07:00
b4a7a12985 feat: make recovery updates quieter (#10542)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The recovery subsystem restores work after an agent run stops or
loses state
> - Recovery notices currently use the same visual weight as normal work
comments
> - Recovery agents can also post long narratives that obscure the
useful hand-off
> - The server must identify recovery output because agents cannot set
presentation controls
> - This pull request adds compact recovery notices, structured action
references, and brief recovery prompts
> - The benefit is a quieter issue thread that still keeps recovery
state inspectable

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: `server/`, `packages/shared`, and
`packages/adapter-utils`.

**Problem or motivation**

Recovery notices and recovery-run comments can dominate an issue thread.
Operators must scan routine recovery narration before they find the work
hand-off.

**Proposed solution**

Give routine recovery output a compact system-notice presentation.
Derive the presentation on the server so agents cannot hide arbitrary
comments. Keep the successful missing-state summary fully visible
because that comment is the recovery deliverable.

**Alternatives considered**

The UI could detect recovery text. That approach is fragile and does not
provide structured action references. Agents could also set presentation
directly, but that would weaken the current board-only security
boundary.

**Roadmap alignment**

This change refines the completed “Self-healing runs & automatic
recovery” and “Enforced Outcomes” roadmap areas. It does not add a
competing roadmap capability.

**Additional context**

The scope covers shared comment validation, server recovery notices,
agent-comment derivation, and recovery prompt text. No database
migration is needed because presentation data already uses JSON.

## What Changed

- Add the `compact` issue-comment presentation density to shared
constants, types, and validation.
- Give recovery escalation, waiting, and in-place notices compact titles
and structured recovery-action metadata.
- Use recovery-action metadata for notice deduplication, with the legacy
text marker as a compatibility fallback.
- Derive compact presentation for comments from recovery-scoped runs
while preserving the board-only presentation boundary.
- Keep successful missing-state recovery summaries fully visible.
- Ask recovery participants to record outcomes in `resolutionNote` and
keep source-issue comments brief.
- Add shared, route, service, and prompt tests for the new behavior and
exceptions.

## Verification

- `pnpm -r typecheck`
- Focused Vitest coverage: 320 tests passed across shared validators,
adapter prompts, issue comments, recovery actions, and heartbeat
recovery.
- Full server phase: 292 files passed, 3,094 tests passed, and 2 tests
skipped.
- Full UI phase: 386 files passed and 3,182 tests passed.
- `pnpm build`
- Known master baseline: `cli/src/__tests__/secrets.test.ts` expects
`pass`, but the current implementation returns `warn` when strict secret
mode is disabled for Postgres. This branch does not change CLI secrets
code.

## Risks

- Low migration risk. The presentation column is JSON and needs no
database migration.
- Recovery-run detection depends on the persisted run context snapshot.
- Structured metadata becomes the primary deduplication key. The
existing body marker remains as a fallback for older comments.

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

## Model Used

- OpenAI Codex with `gpt-5.6-sol`. The runtime did not expose the
context-window size. The model used agentic reasoning, repository tools,
code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-31 09:55:01 -07:00
Devin Foley 276ae3a75d Harden company import: durable UI, async jobs, integrity guard, batched inserts (#10523)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company Import/Export (#10507) moves whole companies between
instances as portability bundles
> - Real-world use on a large company (1,418 issues, ~10.6k comments)
surfaced a cluster of related failures: the import took hours and the
browser connection died while the server kept running, a retry silently
produced a second partial import, the progress/error UI gave no durable
signal, and a cloud-tenant user couldn't even open the companies
afterward
> - Root cause of the slowness: importBundle inserted every issue,
comment, and document as a separate round-trip to a network Postgres —
an N+1-over-network pattern
> - This pull request hardens the whole import path: durable
progress/error UI, an async server-side job so imports survive dropped
connections (with a duplicate-submit guard), a fail-closed guard against
incomplete payloads, and batched inserts that cut a large import from
hours to minutes
> - The benefit is that migrating a real, large company actually
completes, is legible while it runs, and can't half-import twice

## Linked Issues or Issue Description

- Refs #10507 (the Import/Export feature this hardens). Supersedes
#10513 (the progress/error-UI piece, folded in here). No open issue;
problem described above (large-company import: slow, connection-fragile,
silently duplicable, opaque UI).

## What Changed

- **Batched inserts (perf):** importBundle pre-generates entity ids in
JS and inserts in chunked multi-row statements, so children no longer
wait on parents' generated ids. A 1,418-issue import drops from ~15,600
insert statements to **82** (190×); benchmark below. Import semantics —
collision handling, pause-on-import,
label/blocker/monitor/attachment/embedded-asset handling, blob sha
verification — are unchanged (full portability suite green).
- **Async import jobs for board sessions:** the existing cloud-tenant
async job path opens to board sessions with per-actor job keys; the
import page submits, polls, and resumes watching after a reload or
dropped connection instead of holding one fragile request. A
non-terminal job blocks a duplicate submit (409 returns the running
job), preventing the double-import.
- **Fail-closed completeness guard:** an optional `expectedFileCount` on
inline imports; the server rejects (422 `import_payload_incomplete`) a
body carrying fewer files than declared, so a re-framed/short payload
fails loudly instead of half-importing.
- **Durable progress/error UI (was #10513):** persistent progress panels
with size-aware copy, persistent error panels with retry guidance, and
inline explanation when the preview button is disabled;
request-lifecycle guards so stale previews/imports can't publish or
detach.

## Verification

- `pnpm -r` typechecks (shared, server, ui) clean.
- `company-portability.test.ts` (76) +
`company-portability-routes.test.ts` (30) green — the import correctness
net — plus new `CompanyImport.test.tsx` async/resume/409 coverage and a
new batching regression test (a 50-issue import issues <50 issue-insert
statements; rows land unchanged).
- **Batching benchmark (embedded Postgres):** at 1,418 issues × 7
comments × 1 doc — 82 insert statements vs ~15,598 one-per-row (190×),
~1s wall-clock; a row-verifying run at that scale imports all 1,418
issues / 9,926 comments / 1,418 documents with unique identifiers and no
warnings (no rows dropped by chunking). Over a network DB the round-trip
reduction is the hours→minutes lever.
- What is NOT directly measured here: wall-clock against a real network
Postgres (that happens on a staging deploy); the local timing is
network-free.

## Risks

- Batching is the load-bearing change: it rewrites the import write
path. Mitigated by the unchanged 106-test correctness suite, a new
scale/row-integrity test, and per-writer transactions (a failure rolls
back its table group; not a single outer transaction across writers —
noted, correctness preserved).
- Async jobs are in-memory (lost on server restart → pollers 404 and can
resubmit); matches the pre-existing cloud-tenant job semantics.
- `expectedFileCount` is optional (older callers unaffected); over-count
is allowed, only under-count fails closed.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic), Claude Code CLI,
extended thinking + tool use; implementation across Fable 5 subagents
with live diagnosis against a running 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 and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-30 16:52:58 -07:00
Devin Foley 916c13501f Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company accumulates real state — issues, labels, blockers,
documents, work products, monitors, attachments, agents, routines — and
people need to move that state between instances: self-hosted to cloud,
cloud back to self-hosted, or plain backups
> - The experimental, flag-gated Cloud Sync transport (#6548) tried to
solve this host-to-host: the source pushed into a receiver over HTTPS
with a cross-instance consent/token handshake, which required the
destination to be publicly reachable and broke for common self-hosted
topologies (plain-HTTP LAN/VPN origins); the receiver half never landed
upstream at all
> - Meanwhile the portability bundle and the existing export/import
pages already move companies offline with none of those networking
constraints — but silently dropped labels, blockers, issue documents,
work products, monitors, and every attachment
> - This pull request removes the host-to-host transport and makes
Import/Export the single data-movement path: the pages become
first-class company-settings destinations, exports declare exactly what
they do not carry, and bundle schemaVersion 6 now carries all of the
above, with attachments as content-addressed sha256 blobs verified
before a single row is written
> - The benefit is a migration and backup flow that works between any
two instances with no reachability requirements, no cross-instance auth,
and no silent data loss

## Linked Issues or Issue Description

- Refs #6548 — the original Cloud Sync sender this PR supersedes and
removes.
- Related, not duplicates: #1697 (goals in the portability manifest —
orthogonal field addition), #954 (an earlier import/export +
skill-visibility proposal predating the current portability bundle).
- No open issue describes this directly, so in brief (feature-request
shape): **Problem** — moving a company between instances silently lost
labels (imports with label references actually hard-failed), blocker
relations, issue documents, work products, monitor state, and all
attachments, and the alternative Cloud Sync transport required the
destination to be publicly reachable over HTTPS plus a consent
handshake, which failed for typical self-hosted setups. **Desired
behavior** — one Import/Export flow in company settings that produces a
portable bundle carrying all of that data, tells the operator up front
what it cannot carry, imports with automations paused, and offers real
one-click activation afterwards.

## What Changed

- New export fidelity report (`GET
/api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel
on the Export page listing anything a bundle will not include (now only:
approvals, cost history, activity history)
- Imports accept `pauseAutomations`; imported agents and routines land
paused, the import result reports created routines, and the Import page
ends in an activation panel that actually resumes selected
agents/activates routines
- Export and Import pages promoted into the company-settings nav; the
Cloud Upstream wizard, ux-lab page, and API client removed; the old
settings route redirects to Export
- Host-to-host transport removed: upstream-sync/receiver-client routes
and services, CLI `cloud connect`/`cloud push` + keypair store, the
shared upstream transfer contract, and the `enableCloudSync` flag;
migration `0196` drops the two experimental `cloud_upstream_*` sender
tables
- Bundle schemaVersion 6: labels (definitions + per-task names, remapped
by name on import), blocker relations (`blockedBy` slugs,
cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`),
work products (system refs nulled), monitors (notes/scheduledBy
restored, imported un-armed)
- Attachments travel as content-addressed `blobs/<sha256>` entries
(deduped; comment-scoped attachments re-link via comment index); every
blob is hash-verified **before any write**, so a corrupted bundle cannot
leave a partially imported company; both zip codecs now round-trip
extensionless/binary entries byte-exactly; the Import page preflights
the inline body limit and offers continue-without-attachments
- v5 (and older) bundles still import, with an informational warning;
bundles newer than v6 are rejected cleanly
- Docs: board-operator import/export guide, CLI README, README/ROADMAP
updated

## Verification

- `pnpm -r` typechecks (shared, db incl. migration numbering/safety
checks, server, ui, cli) and `pnpm check:token-gates` — clean
- Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the
only 3 failures being pre-existing on `master` (2×
heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port;
reproduced identically with this change stashed); ui + cli suites green;
the embedded-Postgres export-fidelity suite applies the full migration
chain including the new `0196` against a fresh database
- Live end-to-end on a scratch instance: seeded a company with labels, a
blocker pair, an issue document, a work product, a monitor, an agent, a
routine, and two binary attachments (one comment-scoped) → export →
import into a fresh company → labels remapped to new ids, blocker edge
and document restored, monitor un-armed with notes intact, attachments
byte-identical (sha256-compared through the API), agents/routines paused
→ activation panel resumed them; a v5-shaped bundle imported with only
the info warning; flipping one byte in a blob made the import 422 with
**zero** rows created
- Reviewer repro: create a company with a labeled issue + attachment →
Settings → Export → download → Settings → Import on another
company/instance → watch the preview, apply with "start paused", then
activate

## Risks

- Migration `0196` drops
`cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables
behind a default-off flag; their connection/run history is intentionally
discarded
- Breaking removals are all of experimental, flag-gated surface:
`/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai
cloud connect|push`, and the `enableCloudSync` flag (stale keys in
stored instance settings parse harmlessly)
- Import remains non-atomic on mid-apply errors generally (pre-existing
behavior); the new blob verification specifically moved ahead of all
writes so tampered bundles cannot create partial state
- GitHub-sourced imports do not fetch `blobs/*` and skip attachments
with a warning

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with
extended thinking, tool use, and subagent orchestration; implementation
and review split across Fable 5 subagents, with live end-to-end
verification against a running 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
2026-07-30 11:37:00 -07:00
DottaandPaperclip 1452d5f413 perf(ui): warm issue detail navigation (#10416)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies
> - The board UI opens issue details from lists, quicklooks, and the
inbox
> - Those navigation paths already have enough issue data to paint the
header immediately, but the comment feed still waits for its first
request
> - That delay makes repeat navigation feel cold and can briefly show an
empty thread before comments arrive
> - This pull request centralizes the comment page shape, prefetches
issue detail plus the first comment page, and renders a reserved
skeleton while an uncached page is loading
> - The benefit is faster, stable warm navigation without coupling this
change to the separate aggregate issue-detail API work

## Linked Issues or Issue Description

- **Subsystem affected:** `ui/` — React + Vite board UI
- **Problem or motivation:** Opening an issue from an already-loaded
list still waits for the first comments request and may flash the
empty-thread state, making warm navigation feel slower than necessary.
- **Proposed solution:** Prefetch the issue-detail snapshot and first
comments page from every issue navigation entry point, reuse one
page-size constant for prefetch and render queries, and show the
existing chat skeleton until the uncached initial page resolves.
- **Alternatives considered:** Relying only on detail-query prefetch
leaves comments cold; bundling this with the aggregate issue-detail
endpoint would make the UI improvement harder to review and land
independently.
- **Roadmap alignment:** `ROADMAP.md` has no overlapping
issue-navigation initiative. This is a focused board responsiveness
improvement.
- **Related pull requests:** #10409 establishes the issue-detail
performance baseline; #10414 reduces server-side issue-detail request
overhead.

## What Changed

- Added one shared issue-comment page-size constant used by rendering
and prefetching.
- Added first-page comment prefetching and a combined navigation
prefetch helper.
- Wired quicklook, issue-list keyboard navigation, and inbox navigation
to warm both caches.
- Kept the existing chat skeleton visible while the first uncached
comment page loads.
- Added focused cache behavior tests for comment and combined navigation
prefetching.

## Verification

- `vitest run ui/src/lib/prefetchIssueComments.test.ts` — 3 tests
passed.
- `tsc -b ui` — passed.
- `pnpm check:token-gates` — passed.

## Risks

- Low risk: this adds background prefetch requests on intentional issue
navigation/hover paths. React Query stale-time deduplication prevents
repeat requests while the cache is fresh.
- The change intentionally remains independent of the separate aggregate
`getView` work and composes with it through the same query keys.

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

## Model Used

- OpenAI Codex coding agent, exact model `gpt-5.6-sol`; context-window
size was not exposed; reasoning mode with repository 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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-29 13:37:22 -05:00
DottaandPaperclip 1426494ab8 fix(agents): disable cheap model profiles by default (#10019)
## Thinking Path

> - Paperclip is the control plane people use to create and govern
AI-agent companies
> - Agent creation persists runtime configuration that controls which
model profiles future runs may select
> - Adapters can expose a `cheap` profile, and existing creation paths
implicitly left that profile available when operators made no choice
> - That made a newly created agent eligible for a lower-cost model
without an explicit operator opt-in
> - The UI also dropped an explicit opt-in when the operator selected
the adapter's default cheap model rather than a custom model ID
> - Codex additionally hardcoded `gpt-5.3-codex-spark` into its cheap
profile and static fallback model list, making Paperclip choose an
auth-dependent model rather than requiring an operator choice
> - This pull request makes new-agent creation disable an available
cheap profile by default while preserving explicit opt-in from the UI or
API
> - The Codex cheap profile now remains available for explicit
configuration but supplies no model default, so an unconfigured cheap
request stays on the primary model
> - The benefit is predictable model quality for new agents and an
intentional, auditable choice before lower-cost routing is enabled

## Linked Issues or Issue Description

**Problem**

New agents created with an adapter that exposes a `cheap` model profile
can inherit that profile without the operator explicitly enabling it. In
the UI, enabling the adapter-default cheap model is also omitted because
runtime configuration is only written when a custom model ID is present.

**Expected behavior**

- New agents default an available `cheap` model profile to `{ enabled:
false }` when the caller does not specify it.
- Explicit API configuration remains authoritative.
- UI opt-in persists even when the adapter default model is used.
- Codex does not advertise or automatically select
`gpt-5.3-codex-spark`; operators must explicitly configure any
lower-cost Codex model.

**Related public work**

- Refs #4881, which introduced cheap model profiles for local adapters.
- Supersedes the default-selection portions of #8032 and #10004 by
removing the Codex model default instead of replacing it with another
hardcoded model.

## What Changed

- Detect whether the selected adapter exposes a `cheap` model profile
during agent creation and hiring.
- Persist `runtimeConfig.modelProfiles.cheap.enabled = false` only when
the caller did not explicitly configure the profile.
- Preserve UI cheap-profile opt-in when using the adapter's default
model by writing an empty adapter config.
- Remove `gpt-5.3-codex-spark` from the Codex static model list.
- Keep the Codex `cheap` profile explicitly configurable while giving it
an empty adapter config, so Paperclip never chooses a cheap Codex model
automatically.
- Verify that a Codex cheap request without an explicit model leaves the
primary model unchanged.
- Extend server route and UI runtime-config tests for default-disable
and explicit-opt-in behavior.

## Verification

- `env -u PAPERCLIP_IN_WORKTREE -u PAPERCLIP_WORKTREE_NAME -u
PAPERCLIP_CONFIG -u PAPERCLIP_HOME -u PAPERCLIP_INSTANCE_ID -u
PAPERCLIP_CONTEXT pnpm exec vitest run
packages/adapters/codex-local/src/index.test.ts
packages/adapters/codex-local/src/server/codex-args.test.ts
server/src/__tests__/adapter-models.test.ts
server/src/__tests__/adapter-registry.test.ts
server/src/__tests__/heartbeat-model-profile.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
ui/src/lib/new-agent-runtime-config.test.ts`
- Result: 7 test files passed, 105 tests passed.
- GitHub `Typecheck + Release Registry` check passed on the final head.
- `git diff --check public-gh/master...HEAD`

## Risks

- Low behavioral risk: only newly created or hired agents are
normalized; existing agents are unchanged.
- Explicit `cheap` profile settings remain untouched, including explicit
opt-in.
- Codex users who explicitly opt into the cheap lane must choose a
model; requests without a configured override intentionally continue on
the primary model.
- Adapter profile discovery is now awaited during creation, adding a
small amount of adapter metadata lookup work.
- The source branch name is automation-provided and retained as required
by the task, so it does not satisfy the preferred public branch naming
convention.

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

## Model Used

- OpenAI `gpt-5.4` via Codex CLI, with reasoning, repository editing,
terminal execution, and GitHub/Paperclip tool access. The runtime did
not expose a 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)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-27 19:11:51 -05:00
DottaandPaperclip 8339bcc7e7 fix(ui): keep decision training under decisions (#10181)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators review decisions and turn useful outcomes into training
examples
> - The training library belongs to the Decisions surface, but its
routes and entry point appeared as a separate top-level destination
> - That mismatch made the training icon feel disconnected and left
internal links pointing at legacy `/training` URLs
> - This pull request nests the training library and inspector under
`/decisions/training`, keeps legacy URLs working through redirects, and
uses one route helper everywhere
> - The benefit is a clearer Decisions workflow without breaking
existing bookmarks or links

## Linked Issues or Issue Description

Refs: #9718
Refs: #9779

**Problem:** The Decisions page exposed training as a labeled header
action while the training library lived at the unrelated top-level
`/training` route. Links across the UI duplicated that legacy path.

**Expected behavior:** Training should be an icon action alongside the
other Decisions controls, and training library/record URLs should live
under `/decisions/training` while old URLs continue to redirect.

**Steps to reproduce:**
1. Open the Decisions page.
2. Observe the separate labeled Training button in the page heading.
3. Open a training record and note the top-level `/training/...` URL.

**Version/commit:** Current `master` before this PR.

**Deployment mode:** All UI deployment modes.

## What Changed

- Move the training library and inspector routes under
`/decisions/training`.
- Redirect legacy `/training` and `/training/:id` URLs to the new
locations.
- Add `decisionTrainingHref()` and use it for training links and
navigation.
- Place the Training icon action with the Decisions filter and sort
controls.
- Add focused tests for library and record URL generation.

## Verification

- `pnpm exec vitest run ui/src/lib/decisionTraining.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/ui build`
- `pnpm check:token-gates`

## Risks

- Low risk: the change is limited to client-side routes and navigation.
- Existing `/training` bookmarks remain supported through replacement
redirects.
- No API, database, migration, dependency, or workflow changes.

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

## Model Used

- OpenAI Codex using GPT-5.4 with reasoning, repository tool use, shell
execution, and code/test verification.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-27 19:08:36 -05:00
DottaandPaperclip ab2bdfeebb feat(routines): activity-gated advanced run policy (editor + run rows) (#10225)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Scheduled routines provide recurring control-plane work without
manual intervention.
> - The activity gate (`activity_gate_policy` / `activity_gate_scope`)
lets a scheduled routine skip a tick when nothing has happened since its
last run, so watcher-style routines stay asleep while the system is
settled instead of burning tokens every tick.
> - The scheduler, database columns, and the create/update API for those
fields already landed (see #9438), but there was no way for an operator
to actually set the policy from the routine editor, and the runs list
rendered gated skips as bare "skipped" rows with no "why".
> - This pull request adds the editor control and the run-row labels:
the Delivery section gets an "Advanced run policy" picker plus a scope
selector, and skipped runs explain why they were skipped.
> - The benefit is that the activity gate becomes discoverable and
usable end-to-end from the UI, closing the loop on the feature the API
already supports.

## Linked Issues or Issue Description

- Refs #8534 — activity gate for scheduled routines.
- Builds on #9438 (merged) which exposed the activity-gate create/update
API and the `Routine` response fields this UI reads and writes. This PR
is the editor/UI companion to that API work.

## What Changed

- **Routine editor — Advanced run policy control**
(`ui/src/components/routine-sections/editable-sections.tsx`): the
Delivery section gains a `RadioCardGroup` to choose between *Run on
every scheduled tick* (default) and *Skip when there's been no activity
since the last run*. When gating is enabled, a second scope picker
(*Company-wide* / *This project*) appears. The control is **disabled
with an explanatory hint** — rather than hidden — when the routine has
no schedule trigger, since the gate only affects scheduled ticks
(webhook/manual/API fires are themselves activity and always run). This
keeps the capability discoverable.
- **Edit-draft plumbing**
(`ui/src/components/routine-sections/context.tsx`,
`ui/src/pages/RoutineDetail.tsx`): `activityGatePolicy` /
`activityGateScope` flow through the edit draft, the delivery section's
dirty-field detection, the save payload, and revision restore, matching
how `concurrencyPolicy` / `catchUpPolicy` are handled.
- **Run-history skip reasons** (`ui/src/lib/routine-run-display.ts`):
skipped run rows now render a human-readable "why" —
`no_external_activity` → "Skipped — no activity since last run", plus
labels for `paused` and `worktree_execution_cutoff` — instead of a bare
status.
- Storybook fixture updates for the new routine fields, plus focused
run-display coverage for the skipped-run labels.

## Verification

- `pnpm exec vitest run ui/src/lib/routine-run-display.test.ts` — 11
tests passing.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `pnpm check:token-gates` — all token gates clean.
- `pnpm --filter @paperclipai/ui build` — production build succeeds.
- Current-head GitHub CI for `9f9af8ecccfadcdc4a3afab313aafad81cbd1112`
— all checks pass (Storybook visual check skipped by workflow policy).

## Risks

- **Low risk.** UI-only change; no schema/migration and no server
changes (the API and columns already shipped in #9438). Fields are
optional and default to the pre-feature behavior (`always` / `company`),
so existing routines are unaffected. The scope picker only renders when
gating is turned on, and the whole control is inert without a schedule
trigger.

## Model Used

- Claude Opus 4.8 (`claude-opus-4-8`, 1M context), extended thinking,
with tool use (repo edit + shell verification).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-27 19:05:44 -05:00
DottaandPaperclip f6ab82d490 feat(interactions): add interaction withdrawal and terminal-issue expiry (#10251)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents and boards coordinate through issue-thread interactions
(request_confirmation, ask_user_questions, suggest_tasks, …) that wait
as `pending` cards until someone resolves them
> - Two lifecycle gaps existed: an interaction's creator could not take
back a card it no longer stands behind, and interactions left `pending`
on issues that reached a terminal status lingered forever as
live-looking approval requests
> - Stale pending cards mislead humans (they look actionable), distort
attention/liveness signals, and in the worst case invite acting on a
proposal whose issue is already closed or cancelled
> - This pull request adds an explicit withdraw route for pending
interactions and automatically expires pending interactions when their
issue reaches a terminal status (including a catch-up sweep for issues
closed before this change)
> - The benefit is that interaction cards now faithfully reflect
reality: only genuinely actionable requests stay pending, and creators
can retract requests that events have overtaken

## Linked Issues or Issue Description

Fixes #5787
Refs #7403

Related prior PRs found while searching for duplicates (all overlap
partially; none combine both lifecycle paths or the route-level
authorization used here): #6709 and #7312 (creator-withdraw attempts),
#8169 (terminal expiry), #8081 and #5137 (generalized cancel/expire
endpoints), #6094 (stale confirmation auto-resolve). Related merged
context: #9568 (agent cancel for ask_user_questions), #10119 (tolerating
legacy `withdrawn_by_creator` result outcomes — the reader side of the
outcome this PR writes).

## What Changed

- New route `POST /issues/:id/interactions/:interactionId/withdraw` that
resolves a `pending` interaction to status `withdrawn` with a structured
result (`outcome: "withdrawn"`, optional trimmed `reason`), stamps
`resolvedBy*`/`resolvedAt`, touches the issue, logs activity, and emits
resolved-interaction telemetry
- Withdrawal authorization: board users, the interaction's creator
agent, or the issue's current assignee agent (assignees additionally
pass the standard issue-mutation gate); task-watchdog runs are
explicitly rejected, and authorization-boundary plus low-trust
control-plane checks apply
- Withdrawing an already-resolved interaction returns `409`;
unknown/cross-issue/cross-company interaction ids return `404`
- New service method `expirePendingInteractionsForTerminalIssue`: when
an issue transitions to a terminal status, all of its `pending`
interactions are resolved to `expired` with `outcome: "issue_closed"`,
guarded by a `status = 'pending'` predicate so concurrent resolutions
are not overwritten
- The same expiry runs as a catch-up when interactions are listed on an
already-terminal issue, so cards stranded by issues closed before this
change also get cleaned up; expired request_confirmations are logged
with a distinguishing source
- Shared package: new `withdrawIssueThreadInteractionSchema` validator,
`WithdrawIssueThreadInteraction` type, and `withdrawn` / `issue_closed`
result-outcome support for all interaction kinds (kind-aware result
shapes for `ask_user_questions` and `request_item_verdicts`)
- UI helper `ui/src/lib/issue-thread-interactions.ts` recognizes the new
outcomes for card rendering
- Docs: bundled skill API reference updated with the withdraw endpoint
- Review follow-up: terminal expiry moved from the HTTP route hooks into
`issueService.update`'s status-transition block, so direct service
callers (tree control, recovery, pipelines, status cards) expire pending
cards too; the list-endpoint catch-up remains for issues closed before
this change
- Review follow-up: withdrawing or issue-close-expiring a
`request_confirmation` also settles its linked `tool_action_requests`
row (withdraw -> `cancelled`, issue closed -> `expired`), so a parked
tool call cannot stay approvable after its card is gone
- Review follow-up: interaction cards render dedicated copy for the new
outcomes ("Withdrawn" with the reason, "Expired when issue closed")
instead of falling through to superseded-by-comment / stale-target
variants; withdrawn plan reviews badge as "Withdrawn" rather than
"Changes requested"

## Screenshots

Card states rendered from a local ux-lab harness with mocked data ([full
gallery](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/)):

| Light | Dark |
| --- | --- |
| ![All card states,
light](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/all-light.png)
| ![All card states,
dark](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/all-dark.png)
|

## Verification

- `pnpm --filter @paperclipai/shared build` — clean tsc
- `cd server && npx vitest run
src/__tests__/issue-thread-interaction-routes.test.ts` — 22 tests pass,
including new coverage for: creator-agent withdraw success,
non-creator/non-assignee agent 403, watchdog-run 403, double-withdraw
409, and board-user withdraw
- `cd server && npx vitest run
src/services/issue-thread-interactions.test.ts` — 4 tests pass,
including terminal-issue expiry writing `issue_closed` results and
leaving already-resolved interactions untouched
- `cd ui && pnpm typecheck` — clean
- `cd server && npx vitest run src/__tests__/issues-service.test.ts` —
includes a new embedded-Postgres test proving a direct
`issueService.update` terminal transition expires pending interactions
and writes the activity-log entry
- `cd ui && npx vitest run
src/components/IssueThreadInteractionCard.test.tsx` — 32 tests,
including new coverage for withdrawn / issue-closed confirmation and
question cards
- `cd server && npx tsc --noEmit` — matches the pre-existing repo error
baseline exactly (no new errors)
- Manual: `POST /issues/:id/interactions/:interactionId/withdraw` with
`{"reason":"superseded"}` as the creator agent resolves the card to
`withdrawn`; closing an issue with a pending confirmation flips it to
`expired` with `outcome: "issue_closed"`

## Risks

- Interactions on terminal issues now auto-expire (including
retroactively via the list-time catch-up), so consumers that expected to
resolve a pending interaction on a closed issue will get `409`; this is
the intended semantics and matches how the attention feed already wants
to treat dead cards
- New result outcomes (`withdrawn`, `issue_closed`) are written to
stored results; readers were already made tolerant of these outcome
strings in #10119, so mixed-version reads are safe
- No schema/migration changes; per-row conditional updates (`status =
'pending'`) avoid clobbering concurrent resolutions
- Withdrawal is a new mutation surface, but it is strictly narrower than
existing resolve paths (board, creator, or assignee only; watchdog runs
blocked)

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic Mythos-class tier) with
extended thinking and agentic tool use (Claude Code harness); commit
authored in a Paperclip-managed engineering 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>
2026-07-27 19:04:46 -05:00
DottaandPaperclip 30ff3d7c58 feat(routines): expose activity gate API (#9438)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Scheduled routines provide recurring control-plane work without
manual intervention
> - The new activity gate can suppress scheduled runs when no external
work occurred
> - The core scheduler and database support landed without a public
create/update contract
> - Agents, operators, and managed plugins need validated fields plus
discoverable semantics to opt in safely
> - This pull request exposes the activity gate through routine APIs,
revisions, plugin contracts, tests, and skill documentation
> - The benefit is backward-compatible control over idle scheduled work
without losing activity-triggered follow-up

## Linked Issues or Issue Description

- Refs #8534

## What Changed

- Added shared activity-gate policy and scope enums with create/PATCH
validation.
- Persisted activity-gate fields through routine creation, updates,
revision snapshots, pipeline snapshots, and revision restores.
- Defaulted legacy revision snapshots during restore and added
regression coverage for pre-field snapshots.
- Extended managed-plugin routine declarations, production
reconciliation, and the SDK test harness to preserve non-default gate
settings.
- Added end-to-end API coverage for create/PATCH/list/detail
round-trips, defaults, and invalid enum rejection.
- Documented schedule-only semantics, activity windows,
own-run/read-action exclusions, scopes, and an hourly quiet-night
watcher example.

## Verification

- `pnpm exec vitest run packages/shared/src/validators/routine.test.ts
server/src/__tests__/routines-service.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run packages/shared/src/validators/plugin.test.ts
packages/plugins/sdk/tests/testing-actions.test.ts
server/src/__tests__/plugin-managed-routines.test.ts
server/src/__tests__/routines-service.test.ts -t 'activity
gate|preserves declared activity gate settings|resolves routine agent
and project refs'`
- `pnpm exec vitest run ui/src/lib/workspace-routines.test.ts
ui/src/pages/Routines.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/plugin-sdk typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- GitHub CI: all final-head checks green; Storybook visual regression
skipped by path rules.
- Greptile: 5/5 with no unresolved review threads.

## Risks

- Low risk: defaults remain `always` and `company`, preserving existing
routine behavior and old revision snapshots.
- Managed plugin manifests can now declare the same validated gate
settings as the public routine API; omitted values retain core defaults.
- Revision snapshots now include the new fields so policy changes are
not lost or treated as no-ops during restore.

> For core feature work, checked `ROADMAP.md`: this extends the existing
Scheduled Routines roadmap item and does not duplicate a separate
planned capability.

## Model Used

- OpenAI GPT-5.5 via Codex CLI, with repository tool use and code
execution; context-window size was not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-24 16:47:24 -05:00
7e40ed8c43 feat(status-cards): add experimental status card update view (#10101)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Operators need a board-level way to monitor a changing slice of
company work without repeatedly rebuilding filters or reading raw task
threads.
> - Existing summaries are useful snapshots, but they do not provide a
dedicated query-backed card with refresh policy, change tracking, update
history, and per-update cost visibility.
> - The capability needs to be safe to evaluate before it becomes part
of the default product surface.
> - This pull request adds end-to-end experimental Status Cards, from
schema and query compilation through update orchestration and operator
UI.
> - The entire feature is gated behind the `enableStatusCards`
experimental toggle, including its route and sidebar entry.
> - The benefit is a governed, inspectable way to keep focused
operational rollups current while preserving explicit controls over
refresh frequency and spend.

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and
bundled skills/docs).

### Problem or motivation

Operators cannot currently define a reusable natural-language view of
company work, compile it into an inspectable query, and keep its summary
current as matching issues change. Rebuilding filters and rereading task
threads makes board-level monitoring repetitive and hides the
relationship between source changes, refresh cost, and the resulting
summary.

### Proposed solution

Add experimental Status Cards that compile operator intent into a query,
summarize matched work, record each update, expose
manual/interval/reactive refresh policies and costs, and preserve the
last good result across stale, updating, paused, and error states. The
capability is off by default and fully gated behind `enableStatusCards`,
including its route and navigation entry.

### Alternatives considered

- Extend existing one-off summaries: rejected because status cards
require persistent query provenance, refresh policy, update history, and
card-specific cost controls.
- Add a dashboard-only filter widget: rejected because it would not
provide governed background refresh, an update ledger, or an inspectable
compile pipeline.
- Ship the surface by default: rejected in favor of an experimental
toggle while behavior and operator value are evaluated.

### Roadmap alignment

This advances Paperclip’s board-level execution visibility and
output-first product goals. `ROADMAP.md` was checked and no duplicate
status-card initiative was found.

### Additional context

No related open PR was found in the public GitHub search for status
cards. The PR-only design wireframes were removed from the repository
after review; the published prototype remains external to the production
source tree.
## What Changed

- Added company-scoped status-card schema, CRUD APIs, compile
provenance, update ledger, shared contracts, validators, and OpenAPI
coverage.
- Added the text-to-query compile pipeline, bundled `status-card-query`
agent skill, query versioning, and authorized write-back flow.
- Added the experimental board, create flow, lifecycle tiles,
detail/settings/debug drawers, archived view, routing, navigation, and
instance setting.
- Added a change-gated update engine with manual, interval, and reactive
refresh policies, trigger selection, active hours, and daily token caps.
- Added per-update token/cost recording, today and lifetime rollups, and
policy-derived cost previews.
- Added operator documentation and agent-authoring hardening for compile
and update behavior.
- Added PR-prep integration coverage for settings/startup wiring and
replaced raw UI values with design-system tokens.
- Removed the PR-only `design/pap-15023-status-cards` wireframe
artifacts so the repository contains only production feature assets.

## Verification

- `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b`
passing. The UI compile gate was also independently recorded as passing
at `6d7f3cf96b` on July 23, 2026.
- `pnpm build` — passes.
- `pnpm check:token-gates` — passes with all three gates clean.
- `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure
was an unrelated 10-second `afterAll` database-cleanup timeout in
`execution-workspaces-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts` — passes on
immediate focused rerun (25/25).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/instance-settings-service.test.ts
src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31).
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/StatusCards/StatusCardSettingsForm.test.tsx
src/pages/StatusCards/StatusCardTile.test.tsx
src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts`
— passes (26/26).
- Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost
QA PASS; security re-review PASS after write-back hardening; UX
approved.
- `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts`
— passes; reapplies migrations `0185`–`0189` against an already-migrated
embedded Postgres database.
- `pnpm --filter /db check:migrations` — passes migration numbering and
safety checks.
- `pnpm --filter /db typecheck` — passes.
- Merged current `origin/master` on July 24, 2026 with no conflicts;
migrations `0185`–`0189` remain unclaimed on master.

## Risks

- The feature introduces five database migrations and a new background
update path; all new DDL is repeat-safe after partial application,
migration numbering/safety checks pass, and update execution is
company-scoped and change-gated.
- Natural-language compilation can produce invalid or overly broad
queries; compile provenance, query validation, debug visibility, and
version history make failures inspectable and recoverable.
- Reactive or interval refresh could increase spend; active hours, max
refresh frequency, daily token caps, per-update cost records, and
budget-paused states bound and expose that risk.
- The branch name contains an internal execution identifier because it
is a fixed handoff branch; it was intentionally not renamed or rebased
per the release handoff instructions.
- Overall rollout risk is limited because the route, navigation,
services, and UI are disabled by default behind `enableStatusCards`.

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

## Model Used

- OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell
execution, GitHub CLI, and test/build execution. The runtime did not
expose a 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; the fixed execution-workspace
identifier is documented as an authorized handoff exception
- [x] I have run tests locally and they pass, with the one cleanup
timeout passing on focused rerun
- [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: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-24 12:26:43 -05:00
Nicky Leach 564870020b Exclude archived projects from the default project list route (#10146) 2026-07-24 07:19:58 -07:00
0b496c9c03 feat(secrets): add run-bound agent secret access (#9921)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Agents already receive selected company secrets through `env.*`
bindings at run launch, but environment injection is ambient,
long-lived, and not suitable for every secret consumer.
> - The existing binding and secret-access-event models already provide
company-scoped authorization and per-resolution audit seams.
> - Agents need an explicit way to discover only the secrets granted to
them and fetch a value on demand without exposing the wider company
catalog.
> - That capability must remain run-bound, preserve low-trust token
carve-outs, and make every value read visible in both security and
operator audit trails.
> - This pull request adds an `access.*` delivery namespace, two
run-bound agent routes, dual audit logging, documentation, and an
operator grants editor.
> - The benefit is least-privilege, revocable, auditable secret access
while preserving existing env injection behavior.

## Linked Issues or Issue Description

No pre-existing public issue. Related work:

- Refs #9797 — existing in-sheet agent access UI that this PR extends to
distinguish env and API delivery.
- Refs #9918 — complementary searchable-agent picker improvement for the
same secrets sheet.
- Refs #9530 — related company-wide metadata catalog proposal; this PR
intentionally exposes only the authenticated run's granted aliases and
values.

**Problem / motivation:** Agents can currently consume secrets only
through process environment injection. This keeps values resident for
the run, does not support on-demand consumers, and cannot provide a
discrete operator-visible activity event for each agent-initiated read.

**Proposed solution:** Treat `company_secret_bindings` as the source of
truth for agent secret grants. Keep `env.KEY` as env delivery and add
`access.ALIAS` for API-only delivery; an env binding also implies read
access because the value is already present in the agent process. Add
run-bound list/fetch endpoints that derive scope from the authenticated
heartbeat run and never accept caller-selected overlays.

**Alternatives considered:** A company-wide agent-readable catalog was
rejected for this value path because it increases reconnaissance and
does not prove a per-secret grant. Reusing the ephemeral
environment-probe resolver was rejected because it lacks binding
enforcement. Approval-gated reads and user-scoped secrets remain
deferred beyond v1.

**Roadmap alignment:** This extends the completed **Secrets Manager with
per-agent access** roadmap capability from launch-time env injection to
explicit run-bound API delivery without duplicating a separate planned
initiative.

## What Changed

- Added `access.*` agent binding validation and a dedicated run-bound
resolver that combines `secrets:read` authorization with binding-context
enforcement.
- Added `GET /api/agents/me/secrets` for minimal granted metadata and
`POST /api/agents/me/secrets/:key/value` for on-demand value fetches
with `Cache-Control: no-store`.
- Preserved the existing denials for low-trust review agents,
task-bridge credentials, and skill-test tokens; standard long-lived
agent API keys cannot call the run-bound routes.
- Added dual audit behavior: value attempts write `secret_access_events`
and `activity_log` (`secret.value.read`), while metadata listing writes
the lighter `secret.access.listed` activity event.
- Kept env compatibility: `env.*` remains injected at launch and also
implies API read for the same bound agent; `access.*` never becomes an
environment variable.
- Added the agent-settings **Secret access** editor plus
delivery-mode/alias surfacing on the Secrets page, with focused UI tests
and tokenized layout styles.
- Updated OpenAPI, shared types, agent-facing skill documentation, and
API reference documentation.

### UI Screenshots

P3 produced and reviewed three screenshots using mock data; images are
intentionally not committed to the repository:

- `secret-access-editor.png` — agent settings grant editor.
- `secret-access-light.png` — Secrets-page delivery surfacing in light
mode.
- `secret-access-dark.png` — Secrets-page delivery surfacing in dark
mode.

The source attachments are retained with the implementation task and
linked in the internal handoff; the public page publisher was
unavailable in the PR-prep runtime.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts
server/src/__tests__/secrets-routes.test.ts
ui/src/lib/secret-delivery.test.ts
ui/src/components/AgentSecretAccessEditor.test.tsx` — 5 files, 122 tests
passed.
- Security follow-up: `pnpm exec vitest run
server/src/__tests__/agent-secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts` — 2 files, 73 tests passed
after active-run and version-consistency fixes.
- Final-head CI: all feature, typecheck, build, e2e, security, and
review gates pass; `General tests (server (1/3))` remains red after one
rerun because unrelated `heartbeat-retry-scheduling.test.ts` cleanup
deletes `heartbeat_runs` before referenced `activity_log` rows.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — feature-local arbitrary-value violations
fixed; command still reports five unchanged `#9627` literals outside
this PR.
- End-to-end QA passed all eight acceptance criteria: grant/list, fetch,
dual audit, env-implies-read, denial matrix, revocation, UI rendering,
and env-injection regression. Evidence:
https://github.com/paperclipai/paperclip/pull/9921#issuecomment-5027455492
- Security review returned PASS-with-required-changes; the
implementation uses the required dedicated binding-enforcing resolver,
run-bound JWT restriction, run-derived overlays, minimal metadata, and a
resolver redaction-registration hook. Evidence:
https://github.com/paperclipai/paperclip/pull/9921#issuecomment-5027455382

## Risks

- A compromised agent can exfiltrate any secret explicitly granted to
it; explicit company-scoped/run-scoped grants, revocation, and audit
reduce but cannot remove that inherent capability risk.
- The resolver invokes a redaction-registration hook before returning
values, but the current route has no persistent cross-request per-run
redaction registry. Paperclip-owned later comments/events therefore
cannot yet guarantee automatic scrubbing of a deliberately copied
fetched value; QA classified this as non-blocking residual hardening.
- Audit-event insertion currently fails open if the security-event
insert itself fails; the operator activity event provides partial
redundancy, but a future hardening change should define fail-closed
behavior for value delivery.
- This PR overlaps `ui/src/pages/Secrets.tsx` with #9918 and may require
a straightforward rebase after that PR moves.

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

## Model Used

- OpenAI Codex, `gpt-5.3-codex`, with reasoning, repository tool use,
terminal execution, Paperclip API access, and GitHub CLI capabilities.
Context-window size is not exposed by the runtime.
- Anthropic Claude Opus 4.8 with 1M context and tool use assisted with
the UI implementation commit.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-22 08:04:39 -05:00
DottaandPaperclip 59eee4829c fix(inbox): stop archived items from resurfacing (#9931)
## Thinking Path

> - Paperclip is the control plane operators use to coordinate AI-agent
companies and review work needing attention.
> - The Inbox is the operator-facing surface that aggregates tasks
requiring attention across server state and shared client polling.
> - Archiving a task optimistically removed it, but ordinary background
activity and stale polling responses could make it reappear seconds
later.
> - The server therefore needs to distinguish genuine user-attention
events from routine agent/system activity.
> - The client also needs a bounded local archive guard across every
Inbox query path while the server mutation and in-flight polls settle.
> - This pull request fixes both resurrection paths and adds
race-focused regression coverage.
> - The benefit is stable archive behavior without hiding a genuine
archive failure after reconciliation or reload.

## Linked Issues or Issue Description

### Pre-submission checklist

- [x] Searched existing open and closed issues and pull requests; no
duplicate implementation was found.
- [x] Reproduced on `master` before this branch.
- [x] Confirmed this is a Paperclip core bug, not adapter or provider
behavior.

### What happened?

Archiving an Inbox task hid it optimistically, then background refresh
activity could insert it back into the list seconds later.

### Expected behavior

A successfully archived task remains hidden during normal polling. A
genuine failed archive may become visible again after reconciliation or
reload.

### Steps to reproduce

1. Open Inbox with a visible task.
2. Archive the task.
3. Wait for shared polling or routine agent activity to refresh task
data.
4. Observe the archived task reappear without a hard page refresh.

### Paperclip version or commit

`master` before this branch.

### Deployment mode

Built from source using the local development application.

### Installation method

Built from source (`pnpm`).

### Agent adapter(s) involved

Not adapter-specific; this is a core Inbox bug.

### Database mode

Not database-mode-specific.

### Access context

Board (human operator).

### Additional context

The failure had independent server and client causes: routine activity
could resurface archived rows server-side, while stale shared-poll
responses could bypass optimistic client removal.

## What Changed

- Restrict server-side Inbox resurfacing to explicit user-attention
events rather than any issue activity write.
- Add a bounded client-side archive guard with confirmation, failure
restoration, and cache reconciliation behavior.
- Apply the guard to Inbox rendering, badge counts, optimistic cache
updates, and shared-poll result application.
- Classify the generic compact Inbox query so stale shared-poll data
cannot bypass the guard.
- Add server visibility-matrix tests and UI race-condition regression
tests.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/hooks/useSharedPolling.test.ts src/lib/inboxArchiveCache.test.ts
src/pages/Inbox.test.tsx` — 25 passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issues-service.test.ts` — 107 passed.
- Branch rebased cleanly onto current `origin/master` before push.

## Risks

- Low-to-moderate behavioral risk: resurfacing is intentionally
narrower, so the server tests cover human comments, mentions,
interactions, and status transitions that must still regain attention.
- The client guard is bounded and cleared on mutation failure, limiting
the risk of hiding a task whose archive did not persist.
- No schema, migration, public API, workflow, dependency-lock, or
visual-token changes.

> 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 via Claude Code (`claude_local`; prior
implementation/review run, exact underlying model ID and context window
were not retained in the handoff metadata), with repository tool use and
test execution.
- OpenAI `gpt-5.5` via Codex CLI for final review repair and PR
preparation, with reasoning, repository editing, GitHub tooling, 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/described the result 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 task identifier
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation where needed; no
documentation change is required for this bug fix
- [x] I have considered and documented risks above
- [x] All Paperclip-authored commits include the required co-author
trailer

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-21 08:13:14 -05:00
f12bb27bcd feat: make issue monitors visible across task surfaces (#9783)
## Thinking Path

> - Paperclip is the open source control plane people use to supervise
AI-agent companies.
> - Operators need task execution state to be visible where they read,
reply to, and manage an issue.
> - Scheduled monitor state was easy to miss because it lived in a
description-area card and used inconsistent, mostly static time copy.
> - The task page, composer, retry card, and properties panel therefore
needed one shared monitor-state and countdown language.
> - This pull request adds shared live-ticking time utilities, moves
monitor status into a top-of-page banner and composer strip, and
redesigns the properties row with complete read-only details.
> - The benefit is that operators can immediately understand when an
agent resumes, why it is waiting, and how to act without hunting across
the page.

## Linked Issues or Issue Description

Issue monitors can schedule a future agent check, retry, or wake, but
the UI did not present that state consistently or prominently. The
existing description-area activity card competed with issue content, the
composer did not explain that replying wakes the agent early, compact
properties copy truncated important details, and relative times did not
share a live two-unit formatter.

This change makes scheduled monitor state visible and consistent across
the issue header, reply composer, properties panel, and scheduled-retry
card. Related prior server-side recovery visibility work: #9629
(distinct scope).

## What Changed

- Added shared two-unit monitor ETA/offset formatters and a live-ticking
countdown hook, including compact absolute-time rules for Today,
weekday, and cross-year dates.
- Replaced the description-area monitor activity card with a top-of-page
status banner and added an inline composer strip that explains replies
wake the agent before the scheduled check.
- Redesigned the properties Monitor row as readable two-line copy with
attempt state, due/overdue/cleared wording, click-to-edit behavior, and
a hover/tap details tooltip.
- Adopted the shared two-unit formatting in the scheduled-retry card and
added focused coverage for monitor formatting, state transitions,
visibility, and controls.
- Added the approved wireframe package and published reference:
https://pages.paperclip.ing/pap-14557-monitor-visibility/

## Verification

- `pnpm vitest run ui/src/lib/issue-monitor.test.tsx
ui/src/components/IssueMonitorBanner.test.tsx
ui/src/components/IssueProperties.test.tsx` — 3 files, 74 tests passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed with existing Vite optimization/chunk-size
warnings.
- UX review approved the rendered real components across desktop/mobile,
light/dark, and the scheduled/retrying/due/overdue/cleared/none state
matrix.
- QA passed 6/6 criteria in Chromium, including a live countdown
transition without refresh. Review evidence included the P2 banner
state-matrix screenshot and the P3 properties-row and details-tooltip
screenshots, plus a dark-mode capture.
- `pnpm check:token-gates` currently reports five pre-existing `#9627`
comment literals on `origin/master`; this branch introduces none of
those literals or any new token violation.

## Risks

- Low-to-moderate UI behavior risk: monitor copy and placement change
across several issue surfaces, but all derive from one shared state
builder and focused tests cover the state matrix.
- Countdown rendering wakes once per minute while a visible monitor is
scheduled; the hook is limited to active monitor surfaces and stops when
hidden.
- No database, API contract, migration, telemetry, or authorization
behavior changes.

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

## Model Used

- OpenAI Codex, `gpt-5.6-sol`; context-window metadata was unavailable
in this runtime; reasoning, repository tool use, command execution, and
test execution enabled. Earlier implementation commits were assisted by
Claude Fable 5 and Claude Opus 4.8 (1M context), as credited in their
commit trailers.

## 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: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-18 14:39:37 -05:00
Dotta 83765f08d1 fix(ui): reap React 19.2 performance-track measures (memory leak) (#9827)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its web UI is a long-lived single-page app; users leave tabs open
for hours/days
> - We chased multi-GB tab memory growth through several fixes (#9569,
#9624, #9627, #9701) that cut real churn — but the footprint kept
climbing
> - A heap-snapshot diff on a 12-hour tab finally showed the true cause:
of 13.2M heap nodes, **12.1M were `PerformanceMeasure` objects** — React
19.2 emits a `performance.measure()` per component render for its
DevTools "Performance Tracks" and never clears them
> - These are native objects, so `performance.memory` never reported
them (it read a flat ~74 MB while the real heap was ~308 MB), which is
why our earlier heap/DOM sampling looked stable while the footprint
ballooned
> - This pull request periodically clears the User Timing measure
buffer, since nothing in the app consumes it
> - The benefit is that long-lived tabs stop accumulating millions of
native `PerformanceMeasure` objects, eliminating the remaining unbounded
growth

## Linked Issues or Issue Description

No public GitHub issue exists; describing inline per CONTRIBUTING.md →
"Link Issues or Describe Them In-PR", following the bug report template.
This is the root-cause fix for the memory growth chased in #9569 / #9624
/ #9627 / #9701.

**What happened?**

Long-lived browser tabs grew to multiple GB of memory footprint over
hours/days. A heap snapshot of a 12h tab showed **13.2M nodes, of which
12.1M were `PerformanceMeasure`** (vs ~1.0M total nodes on a fresh tab).
Live capture showed **~340 `performance.measure()` calls/sec**, named
after React components with a `detail.devtools` payload — React 19.2's
"Performance Tracks". Nothing ever clears them, so they accumulate
without bound.

**Expected behavior**

A long-lived tab should not accumulate millions of `PerformanceMeasure`
entries. Idle/long-running tabs should hold a bounded footprint.

**Steps to reproduce**

Open the app (React 19.2 production build), leave a tab open with normal
activity, and run `performance.getEntriesByType('measure').length`
periodically — it climbs unbounded (12.3M after ~12h).
`performance.clearMeasures()` drops it to near-zero and frees the
memory.

**Paperclip version or commit**

Branch `fix/react-perf-measure-leak`, off `master` (after #9701).

**Deployment mode**

Local dev (`pnpm dev` build served by the dev instance), web UI. React
19.2.7. Not adapter-specific.

## What Changed

- **`ui/src/lib/perf-measure-reaper.ts` (new)** —
`startPerfMeasureReaper(intervalMs = 10_000)` clears
`performance.clearMeasures()` on a timer and returns a stop function. It
never calls `getEntriesByType('measure')` (which would materialize the
huge buffer). Honors a `window.__paperclipKeepPerfMeasures = true`
opt-out so a developer recording a React Performance Track in DevTools
can keep the entries.
- **`ui/src/main.tsx`** — start the reaper at app boot.
- Only *measures* are cleared — React's tracks pass explicit start/end
times and leave no marks, and the app doesn't use the User Timing API at
all (verified), so nothing else is affected.

## Verification

- **Root cause proven** by heap-snapshot diff: fresh tab ~1.0M nodes vs
12h tab 13.2M nodes, 12.1M of them `PerformanceMeasure`; live capture
showed ~340 measures/sec with `detail.devtools` and React component
names.
- **Fix proven live**: `performance.clearMeasures()` on the aged tab
dropped the buffer from **12,418,266 → 1,500** and reclaimed the memory
(heap `perf.memory` 308 → 269 MB, plus the ~12M native objects, which
are the bulk of the footprint).
- `vitest`: `perf-measure-reaper.test.ts` — interval clearing, `stop()`,
opt-out flag, and no-API no-op. All pass.
- `tsc -b` clean.

## Risks

Very low, client-only.
- Clearing the User Timing measure buffer only affects the DevTools
Performance panel's React track *history*; normal users never consume
it. Developers who want to record it can set
`window.__paperclipKeepPerfMeasures = true`.
- Only `performance.clearMeasures()` is called (not `clearMarks`), so
any mark-based timing elsewhere is untouched; a grep confirmed the app
makes no `performance.mark()/measure()` calls of its own.
- Adds exactly one 10s interval (negligible), and `clearMeasures()` does
not materialize the buffer.

Note: this is a React 19.2 upstream behavior (its performance tracks are
emitted in the production build and never cleared). If React later gates
or clears them, this reaper can be removed.

## Model Used

- **Provider:** Anthropic, via the Claude Code CLI.
- **Model:** Claude Opus 4.8 (`claude-opus-4-8`).
- **Reasoning mode:** Extended thinking enabled.
- **Capabilities used:** tool use (shell, file editing), the Chrome
DevTools MCP to reproduce and profile, and a streaming heap-snapshot
parser to identify the `PerformanceMeasure` accumulation.

## 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 (continues #9701; no duplicates)
- [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 considered and documented any risks above
- [ ] I have updated relevant documentation to reflect my changes (N/A —
no user-facing docs; rationale documented inline)
- [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)
2026-07-18 14:05:25 -05:00
DottaandPaperclip 051ae4d102 feat: restore decision training library and inspector (#9779)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and supervise governed work.
> - Decisions capture high-value operator judgment, and the
decision-training foundation merged in #9702 freezes that evidence for
later evaluation and learning.
> - Operators still need the UI from the closed stacked PR #9718 to
intentionally capture examples and inspect the resulting dataset.
> - GitHub automatically closed #9718 when its stacked base branch was
deleted after #9702 merged, leaving the server foundation on `master`
without the corresponding UI.
> - This pull request restores the final UI and its still-required
supporting API fields directly on current `master`, while excluding the
obsolete migration and duplicated server-foundation diffs.
> - The benefit is a reviewable replacement PR that preserves the
completed decision-training workflow without replaying stale stack
history.

## Linked Issues or Issue Description

- Refs #9718
- Refs #9702

## What Changed

- Restored the top-level `/training` library and record inspector with
search, filters, JSONL export, notes editing, and evidence tabs.
- Restored the Decisions-row training affordance and capture drawer,
including preview, provenance, deletion, cache refresh, and approval
consistency behavior.
- Restored the shared types and focused server support needed by the UI
without reintroducing decision-training migrations or the already-merged
server foundation.
- Restored focused UI and attention-service tests from the final #9718
state.
- Credit to the authors and reviewers of #9718; this recovery
transplants their final reviewed delta after the stacked base deletion.

## Verification

- `pnpm exec vitest run ui/src/pages/Training.test.tsx
ui/src/components/DecisionTrainingDrawer.test.tsx
ui/src/components/AttentionQueueRow.test.tsx
server/src/__tests__/attention-service.test.ts
server/src/__tests__/decision-training.test.ts` — 5 files, 48 tests
passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3
tests passed; confirms exact route/OpenAPI parity for the restored
preview endpoint.
- `pnpm check:token-gates` — the restored files are clean; the
repository-wide command currently reports five pre-existing false
positives where comments reference GitHub issue `#9627` as if it were a
color literal.

## Risks

- Low migration risk: this PR contains no database migrations and is
based directly on current `master`.
- The main behavioral risk is cache invalidation across Decisions and
Training views; focused tests cover capture, update, deletion, row
state, and approval refresh behavior.
- The token-gate baseline remains red on unrelated `#9627` comment
references; this PR does not modify those files.

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

## Model Used

- OpenAI Codex, GPT-5.3-Codex, reasoning with repository/tool access and
code execution. Context window not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-17 13:27:32 -05:00
DottaandPaperclip a090c09ee5 feat: add decision training snapshot foundation (#9702)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - Human approvals, issue interactions, and execution decisions already
capture high-value decision moments
> - Those moments are currently transient and cannot be reused as stable
evaluation or training examples
> - Reusable examples need a server-owned, immutable snapshot so later
comments or runs cannot leak into the recorded state
> - Human notes need to remain editable and auditable without changing
the captured state
> - This pull request adds the database model, snapshot capture service,
API, export format, and attention-feed enrichment for decision training
> - The benefit is a durable, inspectable foundation for evaluating
whether agents can reproduce good human decisions from only the context
available at decision time

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting (`server/`, `packages/db`, and `packages/shared`).

### Problem or motivation

Paperclip has no durable dataset for converting human decisions into
evaluation-ready examples. Teams need to capture pending or resolved
decisions with the exact issue context, comments, runs, and repository
evidence available at a cutoff, while preventing future context from
leaking into the example.

### Proposed solution

Store immutable, schema-versioned snapshots anchored to durable
interaction, approval, or execution-decision records; keep notes
separately editable with history; expose human-only CRUD, list, and
JSONL export APIs.

### Alternatives considered

Client-generated snapshots were rejected because they duplicate cutoff
logic and cannot reliably enforce no-leakage boundaries. Automatic
outcome backfill was deferred so captured examples remain faithful to
what was known at capture time.

### Roadmap alignment

Supports the roadmap direction of turning completed work and decision
patterns into reusable organizational knowledge.

### Additional context

The implementation records explicit commit-resolution confidence
(`exact`, `nearest_run`, `workspace`, or `none`) so downstream
evaluation can distinguish evidence quality.

## What Changed

- Added the `decision_training_examples` schema and idempotent migration
with company, issue, and source/author indexes.
- Added shared types for decision-training records, notes history, and
versioned snapshots.
- Added a single server-side snapshot capture path with inclusive
comment cutoffs, pre-cutoff run capture, durable decision payloads, and
explicit commit-resolution confidence.
- Added create, list, detail, notes-only update, delete, and JSONL
export routes with human-only write authorization and activity logging
that skips no-op note submissions.
- Added per-user `trainingExampleId` enrichment to attention items.
- Added focused embedded-Postgres tests for cutoff boundaries,
post-cutoff leakage, immutable snapshots, human-only writes, duplicate
prevention, notes history, attention enrichment, and export shape.
- Updated UI test and Storybook attention-item factories for the new
required `trainingExampleId` contract.

## Verification

- `pnpm exec vitest run server/src/__tests__/decision-training.test.ts`
— 10 tests passed.
- `pnpm --filter @paperclipai/db typecheck` — passed, including
migration numbering and safety checks.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.

## Risks

- The migration adds a new table and indexes only; it does not rewrite
existing rows or install resolve-time hooks.
- Snapshot JSON can grow with long comment threads and run histories; v1
intentionally favors complete, inspectable examples over aggressive
truncation.
- Commit SHA resolution is evidence-based and records `exact`,
`nearest_run`, or `none` so downstream consumers can account for
confidence.
- The API is additive, but future UI work must continue to treat the
snapshot as immutable and use notes-only updates.

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

## Model Used

- OpenAI Codex using `gpt-5.3-codex`, with repository tool use, terminal
execution, and code-editing capabilities; context-window size is not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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>
2026-07-17 12:17:34 -05:00
1f1f545238 feat: add built-in summarizer and summary slots (#9713)
## Thinking Path

> - Paperclip is the open source control plane people use to organize,
govern, and understand AI-agent work
> - Operators need concise, current status views across projects and
execution workspaces without manually reading every issue and run
> - Paperclip already has auditable issues, documents, built-in agents,
routines, and live run events, but no first-class summary-slot workflow
connecting those systems
> - A built-in Summarizer can generate status prose through ordinary
governed tasks while summary slots provide stable, revisioned
destinations for that output
> - The UI needs to show current summaries, generation progress,
failures, revisions, and streaming draft status in the places operators
already work
> - This pull request adds the end-to-end summary-slot data, API, agent,
orchestration, and UI surfaces behind an experimental setting
> - The benefit is decision-oriented status context that remains
company-scoped, auditable, retryable, and inexpensive by default

## Linked Issues or Issue Description

No public GitHub issue exists for this feature.

**Problem**

Operators currently have to reconstruct project and workspace status by
reading many issues, runs, and comments. This makes it hard to identify
decisions, review queues, recent work, and the next event worth
watching.

**Proposed capability**

Add an experimental summary system with revisioned summary slots for
projects and workspaces, a paused-by-default built-in Summarizer agent,
governed generation tasks, live draft status, and reusable UI cards.

**Expected behavior**

- Summary data remains company-scoped and revisions remain auditable.
- Generation runs through normal issue/agent orchestration and
deduplicates active requests.
- Only the linked built-in Summarizer generation task can author a slot
revision.
- Operators can generate, retry, inspect revisions, and follow draft
progress from project and workspace views.
- The feature remains opt-in and background generation remains paused by
default.

## What Changed

- Added summary-slot schema, idempotent migrations, shared contracts,
validators, API paths, and service tests.
- Added company-scoped summary-slot routes for reading revisions,
requesting generation, and guarded Summarizer writes with activity
logging.
- Added terminal generation finalization, failure reasons, assignment
wakeups, and orchestration integration.
- Added the paused-by-default built-in Summarizer bundle, low-cost
runtime defaults, status-summarization skill, and stale-summary routine.
- Added summary cards, revision selection, retry/configuration states,
live draft streaming, transcript chunk handling, and project/workspace
integrations.
- Updated Claude local parsing for streamed status output and expanded
server, adapter, shared, database, catalog, and UI coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts
packages/shared/src/summary-slot.test.ts
server/src/__tests__/summary-slot-routes.test.ts
server/src/__tests__/summary-slots.test.ts
server/src/__tests__/built-in-agents.test.ts
ui/src/components/SummarySlotCard.test.tsx
ui/src/components/SummarySlotCard.status.test.tsx
ui/src/components/useSummaryDraftStream.test.tsx
ui/src/lib/summary-draft-stream.test.ts
ui/src/lib/run-log-chunks.test.ts
ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed
- `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test
was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`,
and passed when those host credentials were removed
- `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with
inherited AWS credential variables removed — 8 tests passed
- `pnpm build`
- `pnpm check:token-gates` currently reports nine `#9627` comment
references introduced by current `master`; none are in this PR diff

## Risks

- Database risk is limited by incrementally ordered, idempotent
migrations and migration safety checks.
- Summary generation creates normal issues/runs, so misconfiguration can
produce failed slots; the UI exposes retryable failure reasons and agent
configuration entry points.
- Streaming draft parsing depends on the documented `STATUS:` protocol;
final persisted revisions remain the source of truth.
- The feature is experimental, opt-in, and its built-in routine is
paused with no background token spend by default.

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

## Model Used

- OpenAI GPT-5.3 Codex with reasoning, repository tool use, code
execution, GitHub CLI, and Paperclip control-plane integration. Earlier
branch commits also record Claude model co-authorship where applicable.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-17 11:03:07 -05:00
59fb27ff79 feat(inbox): let agents safely tidy user inboxes (#9724)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - The inbox is a per-user attention view, so archiving an item must
not alter the underlying issue, assignment, or status
> - Agents can help responsible users tidy resolved work only when the
action is company-scoped, reversible, policy-controlled, and fully
attributable
> - The database and authorization foundations landed in #9654 and
#9658, but the end-to-end archive routes, audit details, agent workflow
guidance, and operator UI still need to ship together
> - Separate stacked PRs #9659 and #9661 made the complete behavior
harder to review and land as one coherent capability
> - This pull request consolidates the remaining server,
shared-contract, documentation, skill, and UI work on top of current
master
> - The benefit is a single reviewable change that lets agents safely
archive responsible-user inbox items and lets users control or undo that
behavior

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting inbox management across shared contracts, server
authorization/routes/services, shipped agent skills, and the board UI.

### Problem or motivation

Agents may complete work whose issue remains in the responsible user's
Mine inbox. Existing board-user archive behavior does not provide the
agent-facing policy endpoints, target resolution, heartbeat-run
attribution, typed denials, conservative workflow guidance, or UI needed
for safe agent-managed cleanup.

### Proposed solution

Allow authorized agents to archive or unarchive responsible-user inbox
items under the user's open, allowlist, or disabled policy; preserve
actor/agent/run attribution in issue detail and activity records; expose
policy controls and agent archive attribution in the UI; and document
conservative cleanup rules for agents and PR gardening.

### Alternatives considered

- Reuse generic issue mutation permissions: rejected because inbox state
belongs to a target user and requires user-scoped authorization.
- Automatically archive every completed or closed item: rejected because
completion signals can still require human review or a decision.
- Keep the backend and UI as separate stacked PRs: superseded by this
consolidated PR so the complete user-visible behavior can be reviewed
and verified together.

### Related work

- Builds on merged foundations #9654 and #9658.
- Supersedes the remaining stacked changes in #9659 and #9661.
- `ROADMAP.md` has no overlapping inbox archive or inbox authorization
initiative.

## What Changed

- Added shared inbox-agent policy types and validators plus
company-scoped self-service policy routes and OpenAPI coverage.
- Enabled agent archive/unarchive mutations with responsible-user
targeting, policy enforcement, typed failures, attribution, idempotency,
and detailed activity auditing.
- Returned agent archive attribution in issue detail and documented
reversible inbox cleanup semantics in the implementation spec and
Paperclip skill.
- Added conservative PR-gardening inbox tidy guidance that keeps GitHub
access read-only and avoids archiving work that still needs human
action.
- Added the Profile settings policy control and Issue Properties
attribution/unarchive UI with focused component coverage and narrow-pane
handling.

## Verification

- `pnpm exec vitest run
server/src/__tests__/inbox-archive-routes.test.ts
server/src/__tests__/inbox-agent-policy-routes.test.ts
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/openapi-routes.test.ts
ui/src/components/InboxAgentPolicyControl.test.tsx
ui/src/components/IssueProperties.test.tsx` — 110 passed.
- `pnpm --filter @paperclipai/db exec vitest run
src/inbox-archive-agent-policies-migration.test.ts` — 1 passed.
- `node --test
.agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 9 passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — changed files are clean; the
repository-wide command currently reports nine unrelated pre-existing
`#9627` literals outside this PR's diff.

## Risks

- Agent inbox mutations broaden an existing endpoint path, so
authorization and target resolution must remain fail-closed; focused
route and authorization tests cover allowed and denied paths.
- Archive state affects only the responsible user's inbox presentation
and remains reversible; it does not mutate issue status, assignment, or
visibility.
- The UI policy defaults to the existing open behavior, while allowlist
and disabled modes can reduce agent access.
- This PR intentionally builds on #9654 and #9658 and contains no new
migration number or modification to an already-applied migration.

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

## Model Used

- OpenAI Codex using GPT-5.4, medium reasoning, repository tool use,
shell execution, code review, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-16 16:49:18 -05:00
DottaandPaperclip 52aea90263 feat: organize skills with nested folders and My Skills (#9633)
## Thinking Path

> - Paperclip is the open source control plane people use to organize
and govern AI-agent companies
> - Company skills are durable resources that users browse, import,
assign, and maintain over time
> - A flat skill list plus tags does not provide a stable location or
hierarchy for personal, company, project-imported, and bundled skills
> - Folder paths need to be canonical, company-scoped, safe to move, and
preserved across re-imports without changing skill IDs
> - The `/skills` UI also needs traversal, breadcrumbs, move/create
flows, and a dedicated My Skills namespace that work on desktop and
mobile
> - This pull request adds the folder data model and APIs, reserved-root
lifecycle, project import behavior, and the folder-first skills
experience
> - The benefit is a predictable filesystem-like organization model
while tags remain available for cross-cutting classification

## Linked Issues or Issue Description

Refs #9619 — the reviewed folder foundation was intentionally closed and
folded into this combined feature PR.
Refs #9026 — earlier flat-folder attempt superseded by this integrated
implementation.
Refs #3281 — related skill organization proposal; this PR uses canonical
persisted folders rather than deriving groups from skill keys, and does
not add hidden-skill behavior.

**Feature request**

- **Problem:** Skills currently lack a canonical hierarchical location,
making personal skills, project imports, bundled skills, and
company-authored skills difficult to traverse and manage at scale.
- **Proposed behavior:** Add nested company-scoped folders with stable
paths, reserved My/Projects/Bundled roots, subtree queries, safe
move/create operations, and a folder-first `/skills` library UI.
- **Import behavior:** New project scans file skills under
`projects/<project-slug>`; later imports update content without
overriding a user-selected folder.
- **Alternatives considered:** Tags alone remain useful for
cross-cutting classification, but they do not provide canonical
location, nesting, reserved namespaces, or stable import placement.
- **Roadmap alignment:** Extends the completed Skills Manager and
Scheduled Routines capabilities without duplicating an active roadmap
item.

## What Changed

- Adds `folders` persistence for routine and skill folders, nested
canonical paths, parent/slug/system-key fields, migration backfills, and
reapply-safe migrations `0174`–`0175` after current master migrations.
- Adds company-scoped folder CRUD, cycle/depth/namespace validation,
reserved My/Projects/Bundled lifecycle, item moves, subtree filtering,
and folder paths on skill results.
- Preserves project-import placement: first import files into the
project folder, while re-import keeps user-owned placement and stable
skill IDs.
- Adds the `/skills` folder tree rail, tags facet, breadcrumbs,
subfolder browser, move/new-folder dialog, canonical detail location,
inline tag editing, and folder-aware Studio creation.
- Keeps bundled skills read-only even when their source metadata is
incomplete by detecting the reserved Bundled folder and hiding
selection/move actions.
- Extends routine folder UI and OpenAPI coverage, and adds regression
tests across migrations, services, routes, tree helpers, pages, and
Studio creation.

## Verification

- `pnpm exec vitest run
packages/db/src/nested-skill-folders-migration.test.ts
server/src/__tests__/folders-routes.test.ts
server/src/__tests__/folders-service.test.ts
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/routines-service.test.ts
ui/src/components/folders/FolderControls.test.tsx
ui/src/components/folders/SkillFolderTree.test.tsx
ui/src/components/folders/skill-folder-tree.test.ts
ui/src/pages/CompanySkills.test.tsx ui/src/pages/Routines.test.tsx
ui/src/pages/SkillStudio.test.tsx
ui/src/lib/company-skill-routes.test.ts ui/src/lib/skill-create.test.ts`
— 13 files, 192 tests passed.
- `pnpm exec vitest run ui/src/pages/CompanySkills.test.tsx
ui/src/components/folders/SkillFolderTree.test.tsx` — 2 files, 20 tests
passed after preserving the existing PR's bundled-skill fixes.
- `pnpm -r typecheck` — passed for all workspace packages.
- `pnpm test:run` — passed in an isolated CI-like environment with
inherited Paperclip runtime identity and static AWS credential variables
removed.
- `pnpm build` — production build passed for all workspace packages.
- Greptile iteration 2 — 5/5 confidence with zero unresolved threads on
commit `ff2d67aa71`.
- Latest-head GitHub checks — all success, neutral, or skipped; PR is
mergeable with a clean merge state.
- `pnpm check:token-gates` — reports nine existing `#9627` comment false
positives already present on `master`; this PR introduces no new token
violation.

## Risks

- **Migration/backfill:** `0174` creates the foundation and `0175` adds
nested/reserved semantics. Both are ordered after current master
migration `0173`, are covered by numbering/safety checks, and are
designed to be reapply-safe.
- **Reserved namespaces:** My, Projects, and Bundled roots are
service-managed. Regression coverage prevents namespace squatting,
cross-company folder use, bundled writes, cycles, and excessive depth.
- **Behavioral change:** Project scans choose a project folder only on
initial creation; existing skills deliberately retain their current
folder during refresh.
- **UI scope:** The folder rail applies to the Installed library;
Catalog retains the discovery-oriented category sidebar.

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

## Model Used

- OpenAI `gpt-5.5` in Codex CLI, medium reasoning mode; runtime did not
expose a context-window value. Used repository/file tools, terminal
execution, Git/GitHub operations, test execution, and code editing.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-16 15:50:45 -05:00
DottaandPaperclip 6ec059ab4e fix(server): suppress stale handoff alarms during live continuation (#9695)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The control plane records a successful-run handoff when productive
work ends without a durable next-step disposition
> - That handoff state was derived only from the latest activity event,
without checking whether a corrective run or wake was currently alive
> - As a result, actively progressing issues could still show a
high-severity missing-disposition alarm and blocked-inbox row
> - The same stale required event could also remain indefinitely when a
later successful run correctly skipped recovery because another valid
continuation path already existed
> - This pull request makes the derived state liveness-aware, suppresses
attention only while the live path exists, and resolves stale required
events on valid-path skips
> - The benefit is that productive work stays calm while genuine stalls
still resurface automatically when liveness disappears

## Linked Issues or Issue Description

- **Bug:** An issue whose latest successful-run handoff event is
`required` continues to report a missing disposition even while a
heartbeat run, scheduled retry, or queued/deferred/claimed wake is
actively targeting that issue.
- **Expected behavior:** The API should expose current continuation
liveness, the blocked inbox should suppress the alarm only while that
path remains live, and a later successful run that skips recovery
because a valid path exists should durably resolve the stale event.
- **Related but distinct:** #9370 changes disposition freshness at
detection time; #8748 adds an explicit policy opt-out. This PR preserves
detection/escalation policy and fixes read-time/current-liveness state.

## What Changed

- Extended `SuccessfulRunHandoffState` with `hasLiveContinuation` and
optional `liveRunId` evidence.
- Added bounded liveness hydration for required handoff states using
active heartbeat-run and wake-request signals.
- Suppressed `missing_disposition` blocked-inbox rows only while a run,
scheduled retry, or live wake targets the issue.
- Added durable `issue.successful_run_handoff_resolved` logging when
handoff detection skips because another valid continuation path owns the
next action.
- Added focused regressions for live/absent derived state, self-healing
attention suppression, valid-path skip classification, and
resolved-event logging.
- Updated UI normalization and fixtures for the shared contract without
changing rendering behavior.

## Verification

- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm vitest run
server/src/services/recovery/successful-run-handoff.test.ts
server/src/__tests__/issue-list-assignee-filter-routes.test.ts
server/src/__tests__/issue-blocker-attention.test.ts` — 56 passed
- `pnpm vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "queues one
finish-handoff wake when a successful run leaves in-progress work
without a next action"` — 1 passed
- `git diff --check`

## Risks

- Low risk: no schema or migration changes, and detection, bounded
correction attempts, and escalation behavior are unchanged.
- Liveness lookups are limited to issues whose latest handoff state is
`required`; blocked-inbox suppression reuses rows already loaded by that
query path.
- Suppression is read-time and self-healing: when the run or wake stops,
the alarm returns on the next fetch.

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

## Model Used

- OpenAI Codex using `gpt-5.4`, tool-enabled software-engineering
workflow with repository, shell, test, Git, GitHub, and Paperclip
control-plane access. Context-window size is not exposed by this
runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-16 10:49:47 -05:00
f44a002b8d fix(ui): restore prefix-aware company export/import links (#6648)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each company workspace in the web UI is mounted under a URL prefix
(e.g. `/NEU/company/...`), and `Link` from `@/lib/router` applies that
prefix automatically via `applyCompanyPrefix`
> - Company Settings rendered its Org Chart, Export, Import, and Cloud
Upstream buttons as raw `<a href>` anchors, which drop the prefix, so
those pages 404 on prefixed instances (#2910);
`CompanyExport.filePathFromLocation` also failed to locate
`/company/export/files/` inside prefixed URLs, breaking export file
previews
> - #2951 fixed the Settings links with `<Link to>` plus tests, but the
sandbox-settings work in #4415 reverted the links back to `<a href>`,
silently reintroducing the bug (#6647)
> - This pull request restores the prefix-aware `<Link>` for all four
Settings links, normalizes the pathname with `toCompanyRelativePath()`
before matching the export-files marker, and adds regression tests
covering every route so the fix cannot be lost again
> - The benefit is that export/import/org-chart/cloud-upstream
navigation and export file previews work on every prefixed deployment

## Linked Issues or Issue Description

Fixes: #6647
Refs #2910 (original report: `/company/export` → prefix `COMPANY` → not
found)
Refs #2951 (original fix with `<Link to>` + tests — merged, then lost)
Refs #4415 (sandbox settings PR that reverted Settings back to `<a
href>`)

## What Changed

- **`ui/src/pages/CompanySettings.tsx`**: use `Link` from `@/lib/router`
for the Org Chart, Export, Import, and Cloud Upstream buttons (replacing
raw `<a href>`)
- **`ui/src/pages/CompanyExport.tsx`**: resolve file paths from prefixed
URLs by normalizing with `toCompanyRelativePath()` before matching
`/company/export/files/`
- **`ui/src/lib/company-routes.test.ts`**: regression tests for
export/import/cloud-upstream/org prefix rewriting, double-prefix
prevention, and export file URL normalization

## Verification

```bash
pnpm vitest run ui/src/lib/company-routes.test.ts
```

Manual:

1. Open `http://localhost:3100/NEU/company/settings` (or your company
prefix).
2. Click **Export** / **Import** — URL should stay under
`/:prefix/company/...`.
3. On export, select a file — URL should be
`/:prefix/company/export/files/...` and preview should load.

The change is navigation-target-only (no visual/layout changes), so
before/after is shown as the resolved URLs:

| Link | Before (prefix dropped → not found) | After |
|------|-------------------------------------|-------|
| Export | `/company/export` | `/NEU/company/export` |
| Import | `/company/import` | `/NEU/company/import` |
| Org Chart | `/org` | `/NEU/org` |
| Cloud Upstream | `/company/settings/cloud-upstream` |
`/NEU/company/settings/cloud-upstream` |

## Risks

Low — same approach as #2951; only navigation/parsing, no API changes.

## Model Used

- Original implementation: authored by @qbamca in Cursor (agentic
editor; the session's exact model ID was not recorded)
- Follow-up commit (merge-conflict resolution) and this description
update: Claude Fable 5 (Anthropic, `claude-fable-5`, extended thinking,
agentic tool use), operated by the Commit Capital triage team

## 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 (no
doc changes required — behavior matches documented routing)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending re-review of the conflict-resolution commit)
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Jakub Mikiciuk <jmikiciuk@igus.net>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Andrew Aymeloglu <aaymeloglu@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-15 22:52:40 -05:00
DottaandClaude Opus 4.8 02a4f52277 perf(ui): event-source the company live-runs list (Phase 1) (#9627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its web UI keeps live views fresh with React Query, coordinated by a
live-events websocket (`/api/companies/:id/events/ws`) and cross-tab
polling
> - We already cut the worst live-update churn (#9569, #9624), but the
deeper issue is that even the "push" path is *push-the-signal,
pull-the-data*: a websocket event triggers `invalidateQueries` → an HTTP
refetch
> - The company live-runs list (`queryKeys.liveRuns`) is the
most-observed resource — the sidebar renders it on nearly every page —
so its refetch is the most ambient source of churn, fired on every
`heartbeat.run.queued` / `heartbeat.run.status` event
> - Those events already carry enough (`runId`, `status`) to update the
cached list directly, so this pull request event-sources that list
instead of refetching it
> - The benefit is that the always-observed live-runs list stops
refetching on run lifecycle events — the first concrete step of the
push-over-poll redesign

## Linked Issues or Issue Description

No public GitHub issue exists; describing inline per CONTRIBUTING.md →
"Link Issues or Describe Them In-PR", following the bug report template.
This continues the memory/CPU-churn work from #9569 and #9624.

**What happened?**

Live agent-run tabs accrue high idle CPU and off-heap memory because
live-update events cause HTTP refetches. Profiling showed the company
live-runs list — observed on almost every page via the sidebar — being
refetched on every run status change, one of the most frequent ambient
refetches.

**Expected behavior**

A websocket event that already carries the changed data should update
the cached list directly, without an HTTP round-trip, so the
always-observed live-runs list does no refetch on routine run lifecycle
events.

**Steps to reproduce**

Open the app with agents running and watch the network panel: `GET
/api/companies/:id/live-runs` fires on each `heartbeat.run.status` /
`heartbeat.run.queued` event even though the event payload already
describes the change.

**Paperclip version or commit**

Branch `perf/live-runs-event-sourced`, off `master` (after #9624).

**Deployment mode**

Local dev (`pnpm dev`), web UI. Core UI live-updates plumbing; not
adapter-specific.

## What Changed

- **`ui/src/lib/live-runs-cache.ts` (new)** — pure `removeRunFromList` /
`patchRunStatusInList` helpers for the cached `LiveRunForIssue[]`.
- **`ui/src/context/LiveUpdatesProvider.tsx`** — on
`heartbeat.run.queued` / `heartbeat.run.status`, patch
`liveRuns(companyId)` in place instead of invalidating it:
  - terminal status → remove the run from the list,
  - status change on a run already in the list → update it in place,
- a genuinely new run (can't be reconstructed from the event) → fall
back to a single `invalidateQueries` refetch.
- Removed the blanket `liveRuns` invalidation from
`invalidateHeartbeatQueries`.
- On websocket **reconnect**, refetch `liveRuns` once to reconcile
events missed while disconnected (durable replay is a later phase).
- Other resources these events invalidate (`dashboard`, `costs`,
`sidebarBadges`, `agents.list`, agent detail) are unchanged — they're
lower-frequency / less-often-observed and are follow-up phases. This
keeps the change scoped and **client-only** (no server changes).

## Verification

- `vitest`: new `live-runs-cache.test.ts` (remove/patch/no-op/undefined)
and new lifecycle-handler cases in `LiveUpdatesProvider.test.ts`
(terminal→remove, present→patch, new→needs-refetch) via
`__liveUpdatesTestUtils`. All existing `LiveUpdatesProvider` tests still
pass (33 total across the two files).
- `tsc -b` clean.
- Runtime: the event-sourced path is covered by unit tests; end-to-end
refetch reduction should be re-measured against a rebuilt bundle with
the network panel / MCP instrumentation.

## Risks

Low, and client-only.
- **Staleness across a dropped connection:** an event missed while the
socket is down isn't replayed yet, so the reconnect handler refetches
`liveRuns` once to reconcile. Durable event replay (Last-Event-ID) is a
planned later phase; until then reconnect-reconcile covers the gap.
- **New-run fallback:** a genuinely new run still triggers one refetch
(it can't be reconstructed from the event alone), so no new runs are
missed.
- Aggregate resources (dashboard/costs/badges) are untouched and still
invalidate (already coalesced), so their behavior is unchanged.

Follow-up phases (from the design discussion): event-source
`activity`/comments and the remaining class-B resources; give pure-poll
resources events and drop their intervals; add durable event sequence +
reconnect replay; and a shared bus (Postgres `LISTEN/NOTIFY`) only when
the API tier scales to >1 replica.

## Model Used

- **Provider:** Anthropic, via the Claude Code CLI.
- **Model:** Claude Opus 4.8 (`claude-opus-4-8`).
- **Reasoning mode:** Extended thinking enabled.
- **Capabilities used:** tool use (shell, file editing), sub-agent
fan-out to inventory the client polling and server push infrastructure,
and the Chrome DevTools MCP to reproduce/profile the churn that
motivated this redesign.

## 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 (a perf/plumbing change, not planned core feature
work)
- [x] I have searched GitHub for duplicate or related PRs and linked
them above (continues #9569 / #9624; no duplicates)
- [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 considered and documented any risks above
- [ ] I have updated relevant documentation to reflect my changes (N/A —
no user-facing docs; rationale documented inline)
- [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 4.8 <noreply@anthropic.com>
2026-07-15 15:40:35 -05:00
DottaandClaude Opus 4.8 3e348b96b9 perf(ui): cut live-updates churn that inflates tab memory (#9624)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its web UI keeps live views (issue threads, run transcripts,
dashboard) fresh via React Query polling plus a live-events websocket,
coordinated across tabs with a `BroadcastChannel` layer
> - Long-lived tabs viewing live agent runs grew to multi-GB memory
footprints while their JS heap stayed ~60–200 MB — so the memory is
off-heap (Blink/native + committed allocator arenas), not a classic JS
leak
> - Live profiling of a reproduced 2.7 GB / 66 MB tab showed 15–30% idle
CPU, ~3 fetches/sec across overlapping poll loops, and ~8 `setInterval`
create/clear cycles per second whose rate grew ~7× as the tab aged —
relentless allocation churn that inflates committed memory the OS never
reclaims, amplified across tabs by the cross-tab fan-out
> - This pull request cuts that churn at its four largest sources
(invalidation storm, per-instance 1 s timers, redundant polling,
unbounded streamed-run set)
> - The benefit is that idle tabs do far less periodic work, so their
off-heap footprint stops ballooning over a long session

## Linked Issues or Issue Description

No public GitHub issue exists; describing inline per CONTRIBUTING.md →
"Link Issues or Describe Them In-PR", following the bug report template.

**What happened?**

Browser tabs viewing live agent runs grew to 8–16 GB memory footprint
over a long session (multiple tabs open), while each tab's "live" JS
heap stayed only ~150–250 MB. Every idle tab also burned 15–30% CPU.
Tabs eventually approached the ~4 GB V8 heap ceiling / OS pressure and
could crash.

**Expected behavior**

Tabs viewing live runs should hold a bounded footprint and do minimal
work while idle, regardless of how long they stay open or how many tabs
are open.

**Steps to reproduce**

Open several issue/run tabs that have agents actively streaming and
leave them open for a while. Watch Chrome's Task Manager: Memory
Footprint climbs into the GBs while "JavaScript Memory" stays small, and
CPU stays high on idle tabs. Reproduced in ~90 minutes: a tab reached
2.7 GB footprint on a 66 MB JS heap, and the per-second timer-churn rate
was ~7× higher on a 90-minute-old tab than a fresh one.

**Paperclip version or commit**

Branch `fix/live-updates-churn`, off `master`.

**Deployment mode**

Local dev (`pnpm dev`), web UI. Not adapter-specific — core UI
live-updates plumbing (observed with `claude_local` / `codex_local`
runs).

## What Changed

- **`ui/src/lib/query-invalidation-batcher.ts` (new)** —
`createInvalidationBatcher` throttles + de-dupes React Query
invalidations into one flush per ~300 ms, and
`createCoalescingQueryClient` wraps the client via a `Proxy` so only
`invalidateQueries` is batched (optimistic `setQueryData` writes stay
immediate). Wired into `LiveUpdatesProvider`, which previously
invalidated synchronously on every websocket event.
- **`ui/src/hooks/useSecondTick.ts` (new)** — one shared, ref-counted,
page-wide 1 s ticker. `useLiveElapsed` in `IssueChatThread` now uses it
instead of a per-instance `setInterval` that forced a full-thread
re-render every second per live element.
- **`ui/src/components/transcript/useLiveRunTranscripts.ts`** — when the
realtime websocket is enabled, the recurring log poll backs off to a 30
s safety-net cadence instead of polling every 2 s on top of the live
stream. Added a marker for the durable poll→push rearchitecture.
- **`ui/src/lib/issueChatTranscriptRuns.ts`** —
`resolveIssueChatTranscriptRuns` now caps the streamed run set
(live/active runs always kept; most-recent linked runs fill up to 20) so
a large run history can't open a live-transcript poll per historical
run.
- **`ui/src/main.tsx`** — explicit `gcTime` so cross-tab-published cache
entries for unobserved resources are collected promptly.
- Tests for the batcher, shared ticker, and run cap.

## Verification

- `vitest`: new suites `query-invalidation-batcher.test.ts` (batcher
collapses 20 invalidations → 1 flush; keeps distinct keys/variants;
dispose cancels; proxy passes non-invalidate methods through),
`useSecondTick.test.tsx` (single ref-counted timer, stops when idle),
`issueChatTranscriptRuns.test.ts` (cap keeps newest + live). All pass.
- Existing affected suites pass: `LiveUpdatesProvider` (23),
`IssueChatThread` (), `useLiveRunTranscripts`,
`AgentDetail.instructions` — 109 tests across affected files.
- `tsc -b` clean.
- Behavior confirmed by live profiling before the change (2.7 GB / 66 MB
tab, ~8 interval churns/sec growing 7× with age). Runtime churn
reduction should be re-measured against a rebuilt bundle with the same
instrumentation.

## Risks

Low-to-moderate; all changes reduce work rather than add features.
- **Invalidation batching** delays live-driven refetches by up to ~300
ms. Optimistic `setQueryData` writes (e.g. the visible issue's new
comment) remain immediate, so foreground updates still feel instant;
only the safety-net refetch is throttled. Non-live invalidations (user
actions, mutations) are unaffected — they use the real client.
- **Poll back-off** relies on the websocket as the live source when
realtime is enabled; a 30 s fallback poll still covers gaps/reconnects
(both the transcript hook and `LiveUpdatesProvider` also
auto-reconnect).
- **Run cap (20)** means an issue with a very large run history streams
live transcripts only for its live/active + 20 most-recent runs; older
runs still open normally via their run pages.
- Downstream test fallout (timing-sensitive tests around
invalidation/polling) may need adjustment — flagged intentionally for
follow-up.

Durable follow-up (out of scope, marked in code): replace transcript/run
polling with server push (SSE/websocket deltas) so idle tabs do no
periodic work at all.

## Model Used

- **Provider:** Anthropic, via the Claude Code CLI.
- **Model:** Claude Opus 4.8 (`claude-opus-4-8`).
- **Reasoning mode:** Extended thinking enabled.
- **Capabilities used:** tool use (shell, file editing), sub-agent
fan-out for codebase analysis, and the Chrome DevTools MCP to reproduce
and profile the memory/CPU churn on a 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 (a bug/perf fix, not planned core feature work)
- [x] I have searched GitHub for duplicate or related PRs and linked
them above (none found)
- [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 considered and documented any risks above
- [ ] I have updated relevant documentation to reflect my changes (N/A —
no user-facing docs; rationale documented inline)
- [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 4.8 <noreply@anthropic.com>
2026-07-15 14:17:37 -05:00
89ce36d7af feat(skills): open-by-default company skill policy and core UX (#9564)
## Thinking Path

> - Paperclip uses company skills to make agent capabilities reusable
across an organization.
> - Skill operations currently mix capability availability with
permission checks, which creates avoidable setup friction and
inconsistent denial handling.
> - The policy contract needs to remain open by default while allowing
company-scoped restrictions for governed deployments.
> - Core owns the canonical policy actions, persistence, evaluation, API
behavior, safe import boundaries, and generic denial/read-only UI.
> - Enterprise policy-editor implementation belongs in the separate
`paperclip-ee` repository and is intentionally excluded from this PR.

### Problem or motivation

Company skill operations can encounter permission dead ends even when no
explicit restriction has been configured, and import-source
classification can drift between policy evaluation and execution.

### Proposed solution

Define eight canonical skill policy actions, default all actions to
allowed, persist company-scoped restrictions, expose policy evaluation
APIs, normalize import sources at the boundary, and update Skill Studio
to present actionable restriction states without embedding Enterprise
Edition implementation in the core repository.

### Alternatives considered

Keeping capability checks distributed across routes and UI surfaces was
rejected because it duplicates policy logic and makes denial behavior
inconsistent. Shipping the Enterprise policy editor in this repository
was rejected because `paperclip-ee` is a separate repository and must
receive its own PR.

### Roadmap alignment

Extends the completed **Skills Manager** roadmap area by adding coherent
governance and removing workflow dead ends.

### Additional context

The core API contract remains suitable for a separate Enterprise Edition
editor, but this PR contains no `paperclip-ee` package or EE-specific UI
integration code.

## What Changed

- Added the company skill policy contract to product and implementation
documentation, including the open-by-default rule, eight canonical
actions, decision shape, and core/EE ownership boundary.
- Added the company-scoped policy schema, migration `0170`, shared
validators, policy service, REST routes, OpenAPI coverage, and focused
server tests.
- Hardened import policy enforcement by normalizing import sources and
keeping source classification consistent between policy evaluation and
execution.
- Updated core Skill Studio behavior to remove generic permission dead
ends and show actionable policy/platform denial states only when an
operation is actually denied.
- Removed the `plugin-paperclip-ee` package, Docker wiring, EE
discovery/deep-link helpers, and EE-specific UI tests/stories from this
PR so that implementation can be submitted separately to the EE
repository.
- Preserved open-by-default behavior when no explicit company
restriction exists.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/skill-studio/SkillPolicySurfaces.test.tsx
src/lib/skill-policy-denial.test.ts` — 20/20 passed.
- `pnpm --filter @paperclipai/ui exec tsc --noEmit` — passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/worktree-config.test.ts` — 12/12 passed.
- `pnpm check:token-gates` — passed with all gates clean.
- `git diff --check` — passed.
- `git diff --name-only origin/master | rg
'paperclip-ee|ee-skill-policy'` — no matches.

## Risks

- Migration `0170` introduces company policy persistence; rollout
depends on the migration applying before policy routes are exercised.
- Open-by-default is an intentional behavioral policy: deployments
expecting implicit denials must configure explicit restrictions.
- Import normalization is security-sensitive and should retain focused
review.
- The separate EE editor must stay contract-compatible with the core
policy API as policy actions evolve.

## Model Used

- OpenAI Codex CLI, runtime model identifier and context-window size not
exposed by this execution environment; reasoning, repository tool use,
shell execution, and code review capabilities enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details available to this runtime)
- [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 or
described the result 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 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 on the latest head
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Evyatar Bluzer <bluzername@users.noreply.github.com>
2026-07-15 11:42:40 -05:00
DottaandPaperclip a116713b9a feat(mcp) [split 6/8]: add Tools and Profiles UI foundation (#9561)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Governed MCP access spans contracts, runtime enforcement, adapters,
UI surfaces, and operator verification
> - The parity reference PR #9534 is too large for effective automated
or human review
> - The feature therefore needs a linear stack whose individual diffs
stay below the 100-file review limit
> - This pull request is split 6/8 and focuses on UI API, shared
components, and Tools/Profile surfaces
> - The benefit is a standalone, testable review boundary while
preserving byte-for-byte parity at the top of the stack

## Linked Issues or Issue Description

- Related parity reference: #9534
- Problem: Operators need typed clients and administration surfaces that
compile independently before navigation exposes them.
- Proposed solution: Adds UI APIs, hooks, libraries, shared components,
Tools/Profiles pages, and the plugin settings consumer required by the
new company-scoped API.
- Alternatives considered: keeping #9534 as one 403-file review, or
rewriting the feature to manufacture seams; both were rejected in favor
of path extraction plus compile-driven boundary moves.
- Roadmap alignment: this advances the existing governed MCP/tool-access
work already represented by #9534; it does not introduce a separate
roadmap initiative.
- Stack position: base branch is
`pap10341-split/05-runtime-integration`.
- Merge policy: merge bottom-up, in order, only after the complete
eight-PR stack has been reviewed and the top-of-stack parity gate
remains empty.
- Requested review: UXDesigner sanity pass on Tools/Profile surfaces;
Greptile on every PR.

## What Changed

- Adds UI APIs, hooks, libraries, shared components, Tools/Profiles
pages, and the plugin settings consumer required by the new
company-scoped API.
- Keeps this PR below 100 changed files and independently typecheckable.
- Preserves the final tree from #9534 when combined with the other seven
stack levels.

## Verification

- `pnpm typecheck`
- `pnpm check:token-gates` — all gates clean
- Focused UI Vitest run with `NODE_ENV=test` — 28 files, 183 tests
passed

## Risks

- Large dead-code UI additions can drift from activation routes; PR 7
supplies the registration layer and top-level parity catches omissions.
- Stack risk: merging out of order can expose incomplete layers;
mitigate by following the documented bottom-up merge policy.
- Parity risk: later edits to an intermediate branch can drift from
#9534; mitigate by re-running the empty top-of-stack diff before merge.

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

## Model Used

- OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context
window; medium reasoning with repository, shell, Git, GitHub CLI, and
code-execution tools enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] Internal references are omitted except the execution-plan link
explicitly required for this coordinated split stack
- [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
- [ ] 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


## Stack Coordination

- Internal execution plan:
[PAP-13874](/PAP/issues/PAP-13874#document-plan)
- Parity reference: #9534
- Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563
- Merge bottom-up only after full-stack review and an empty parity diff
at #9563.


## UI Evidence

QA captured these from the live Garden MCP split stack at 1440px and
verified clean rendering:

![Profiles
index](https://raw.githubusercontent.com/paperclipai/paperclip/ac72de3ec85feb14c5ec1ed0a3d39b29baa0abff/doc/screenshots/garden-mcp-split-stack/profiles-index.png)

![Profile
wizard](https://raw.githubusercontent.com/paperclipai/paperclip/ac72de3ec85feb14c5ec1ed0a3d39b29baa0abff/doc/screenshots/garden-mcp-split-stack/profile-wizard.png)


![Policies](https://raw.githubusercontent.com/paperclipai/paperclip/ac72de3ec85feb14c5ec1ed0a3d39b29baa0abff/doc/screenshots/garden-mcp-split-stack/policies.png)

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-14 15:31:12 -05:00
DottaandClaude Opus 4.8 f49a3f9924 fix(ui): cap live agent-run transcript buffers to bound tab memory (#9569)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents stream their run output live into the web UI, viewed per-run
in the `AgentDetail` transcript viewer
> - Browser tabs holding these views were sitting at 8–16 GB of memory
footprint while their JS heap stayed at ~256 MB — a 60×+ gap, meaning
the cost is in retained DOM / render objects, not JS objects
> - The `LogViewer` in `AgentDetail.tsx` kept every streamed
stdout/stderr line and structured event in unbounded React state and
rendered each into a rich DOM block (the default "nice" mode has no
virtualization), so a run streaming for hours grew an unbounded live DOM
tree
> - The sibling `useLiveRunTranscripts` hook (used by `IssueChatThread`)
already bounds its buffers and virtualizes; `LogViewer` bypassed it and
managed its own uncapped state — that inconsistency is the bug
> - This pull request caps the live buffers and bounds the live DOM
render, aligning `LogViewer` with the already-bounded path
> - The benefit is that long-lived streaming tabs no longer grow without
bound, cutting multi-GB tabs back to a bounded footprint

## Linked Issues or Issue Description

No public GitHub issue exists; describing inline per CONTRIBUTING.md →
"Link Issues or Describe Them In-PR", following the bug report template.

**What happened?**

Chrome's Task Manager showed multiple long-lived Paperclip tabs
(agent-run / task views) each consuming 8–16 GB of memory footprint,
while each tab's JS heap stayed at only ~150–256 MB. Memory grew
monotonically the longer a run streamed.

**Expected behavior**

A tab viewing a live agent run should hold a bounded amount of memory
regardless of how long the run streams.

**Steps to reproduce**

Open an agent run with a long-running / high-volume stream in
`AgentDetail`, leave the tab open while output streams for an extended
period, and watch the tab's memory footprint climb without bound in
Chrome's Task Manager.

**Paperclip version or commit**

`3991a19a` (branch `fix/agent-run-transcript-memory`, off `master`).

**Deployment mode**

Local dev (`pnpm dev`), web UI. Not adapter-specific — core UI bug in
the shared transcript viewer.

## What Changed

- Add `ui/src/lib/live-log-buffer.ts`: a pure `appendCapped(prev,
additions, max)` helper plus caps `MAX_LIVE_LOG_LINES=5000`,
`MAX_LIVE_EVENTS=2000`, and `LIVE_TRANSCRIPT_RENDER_LIMIT=1500`, with
rationale documented in the module.
- Add `ui/src/lib/live-log-buffer.test.ts`: 6 unit tests (append,
trim-to-cap, oversized batch, exact-cap, no-mutation, referential
bail-out).
- `ui/src/pages/AgentDetail.tsx` (`LogViewer`): route all four
live-append sites (WebSocket log / progress / event, plus the poll
fallback) through `appendCapped`, and pass
`limit={LIVE_TRANSCRIPT_RENDER_LIMIT}` to `RunTranscriptView` for live
runs so the "nice" view mounts only the most recent blocks.
- The terminated-run "Load more log" pagination is deliberately left
**uncapped** (guarded by `isLive`), so no historical output is lost —
older output remains on the server and reachable there.

## Verification

- `vitest run src/lib/live-log-buffer.test.ts` → 6/6 pass.
- Existing suites `RunTranscriptView.test.tsx`,
`AgentDetail.instructions.test.tsx`, `useLiveRunTranscripts.test.tsx` →
22/22 pass.
- `tsc -b` (UI) → clean.
- Manual/behavioral: live runs tail the last ~1500 blocks; terminated
runs still render full history via "Load more log". Follow-up planned to
profile before/after with the Chrome DevTools MCP.

## Risks

Low risk. Changes only bound **in-memory state for live runs**; the
terminated-run paginated path is untouched (still uncapped, guarded by
`isLive`). No API, schema, or persistence changes. Worst case for a live
run is that only the most recent 5000 lines / 1500 rendered blocks are
visible in the tab — which is the intended "tail" behavior, and full
history remains on the server.

## Model Used

- **Provider:** Anthropic, via the Claude Code CLI.
- **Model:** Claude Opus 4.8 (`claude-opus-4-8`).
- **Reasoning mode:** Extended thinking enabled.
- **Capabilities used:** tool use (shell execution, file editing),
sub-agent fan-out for the codebase memory sweep, and the Chrome DevTools
MCP for the diagnosis phase.

## 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 (the ROADMAP "Memory" item is about company/agent
knowledge, unrelated to this browser-tab memory fix)
- [x] I have searched GitHub for duplicate or related PRs and linked
them above (none found among open PRs)
- [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 considered and documented any risks above
- [ ] I have updated relevant documentation to reflect my changes (N/A —
no user-facing docs affected; rationale is documented inline in
`live-log-buffer.ts`)
- [ ] All Paperclip CI gates are green (in progress at time of writing)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(the only open P2 was this missing template, which this update resolves;
awaiting re-review)
- [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 4.8 <noreply@anthropic.com>
2026-07-14 12:43:05 -05:00
scotttongandClaude Fable 5 634ae1298f fix(ui): consolidate live/running blues; stop inbox unread badge indenting the row (#9383)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI leans on a shared design-token + component system so
surfaces stay visually consistent as they grow
> - Two small inconsistencies had crept in: several distinct blues were
used to signal "live/running" agent state across the sidebar, task
header, and chat thread; and in the Inbox an unread task's mark-read dot
was pushing that row's status icon and title one column right of read
rows
> - Both read as "not quite aligned" in daily use and undercut the
polish of the lists work that just landed
> - This pull request consolidates the live/running blues onto one
shared recipe and stops the unread dot from indenting the row
> - The benefit is one consistent "live" blue everywhere and Inbox rows
that line up whether read or unread

## Linked Issues or Issue Description

No public GitHub issue exists for this work; describing inline per the
bug-report template.

- **Problem**: (1) the same concept — an agent actively working —
rendered in three visibly different blues: the sidebar `N live` dot, the
task-detail "Live" badge, and the chat-thread "RUNNING" badge each used
a different token/recipe. (2) In the Inbox, unread rows carry a leading
mark-read dot that occupies the chevron column, but a per-row spacer was
still rendering in that same column — so on unread rows the status icon
+ title were shifted one column (~24px) further right than read rows.
Most visible when grouped by workspace.
- **Steps to reproduce**: open the Inbox with a mix of read and unread
tasks (group by workspace). The unread rows' status icons sit further
right than the read rows'. Separately, compare the blue of the sidebar
`N live` dot, a task's "Live" header badge, and a chat "RUNNING" badge —
they don't match.
- **Expected behavior**: unread and read rows align on the same status
column, with the unread dot centered on the workspace group chevron; and
all three "live/running" affordances share one blue.

## What Changed

- Added a shared `liveBlueBadge` recipe in `ui/src/lib/status-colors.ts`
and pointed the task-detail **Live** badge (`IssueDetail.tsx`) and the
chat-thread **RUNNING** badge (`IssueChatThread.tsx`) at it; removed the
now-redundant `brandChipBadge` usage from the chat thread and a stray
`🔵` breadcrumb prefix.
- Changed the sidebar **`N live`** dot (`SidebarNavItem.tsx`) to the
same `blue-600 / dark:blue-400` as its adjacent label text.
- **Inbox** (`Inbox.tsx`): skip the per-row leading spacer when the
unread mark-read dot is present, so the dot alone fills the chevron
column. Unread rows' status icon + title now sit in the same column as
read rows, and the dot centers on the workspace group chevron.
- **Test** (`Inbox.test.tsx`): added a regression test asserting an
unread leaf row renders the mark-read dot and drops the spacer, while a
read row keeps the spacer.

## Verification

- `pnpm typecheck` — clean (all packages)
- `pnpm check:token-gates` — 3/3 CLEAN
- `cd ui && pnpm vitest run src/pages/Inbox.test.tsx` — 14/14 (includes
the new regression test)
- Full Storybook visual suite (514 stories, both themes) — green locally
(CI cannot run this suite yet — the baseline-manifest archive is
unpublished, a pre-existing condition from #9134)
- Manual (workspace-grouped Inbox, 2× dark): measured the unread badge
center at the same x as the workspace chevron (276 = 276) and the
unread-row status icon at the same x as read-row status icons (292 =
292). Before/after screenshots in a PR comment below.

## Risks

Low risk — presentation only. No data, routing, or state changes. The
blue consolidation is a token/class swap; the Inbox change removes a
redundant spacer element on unread rows only (read rows and
non-grouped/mobile views are unaffected). The unread-row behavior is
covered by the new unit test.

## Model Used

Claude (Anthropic), Opus 4.8 — model id `claude-opus-4-8`; extended
thinking + tool use, driving local verification (typecheck, token gates,
vitest, Playwright visual suite + pixel measurements).

## 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: Claude Fable 5 <noreply@anthropic.com>
2026-07-13 08:53:03 -07:00
8a0db228a6 perf(ui): improve Decisions scrolling performance (#9468)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators use the Decisions page to review an uncapped attention
feed across active, snoozed, and dismissed items
> - Large feeds mounted every row eagerly, and routine interactions
re-rendered the full queue
> - That made initial paint and scrolling progressively slower as
decision history accumulated
> - This pull request bounds rendering, stabilizes row props, and lets
off-screen rows skip layout and paint work
> - The benefit is a responsive Decisions page even for companies with
large attention histories

## Linked Issues or Issue Description

### What happened?

Opening `/decisions` for a company with a large attention history
eagerly mounted every visible-feed row. Expanding, selecting,
dismissing, snoozing, or restoring an item could also re-render the
entire queue.

### Expected behavior

The page should render a bounded initial window, progressively reveal
more rows near the scroll boundary, and avoid re-rendering unaffected
rows during interactions.

### Steps to reproduce

1. Populate a company with hundreds of attention items.
2. Open `/decisions`.
3. Scroll and interact with individual rows.
4. Observe increasing initial render, layout, paint, and interaction
cost on the previous implementation.

### Paperclip version or commit

Reproduced on `master` before this PR.

### Deployment and installation

Local development, built from source. This is a core UI issue, not
adapter- or database-specific.

### Additional context

Searched open public issues and PRs; no duplicate was found.

## What Changed

- Added a pure `planAttentionRenderRows` helper that allocates one
render budget across active groups and open snoozed/dismissed curtains
in document order.
- Render 50 rows initially and add 100 more when the Decisions page
approaches the scroll boundary.
- Memoized `AttentionQueueRow`, stabilized parent callbacks and inbox
dismissal actions, and passed row items through a shared expand
callback.
- Added `content-visibility: auto` and intrinsic containment so
accumulated off-screen rows avoid unnecessary layout and paint work.
- Added render-plan coverage and a regression test proving identical row
props do not re-render after a parent update.

## Verification

- `pnpm -C ui typecheck`
- `pnpm -C ui exec vitest run src/lib/attention.test.ts
src/components/AttentionQueueRow.test.tsx
src/components/Sidebar.test.tsx src/pages/Inbox.test.tsx` — 96 tests
passed
- `pnpm check:token-gates` — all gates clean

## Risks

- Low risk: the change is UI-only and does not alter API or database
contracts.
- The main behavioral risk is incorrect row-budget accounting across
collapsed groups or open curtains; the pure planner has focused tests
for ordering, truncation, and collapsed/closed sections.
- Progressive rendering means rows beyond the current budget are
intentionally absent until scrolling nears the boundary, matching the
existing Issues list pattern.

> This is a targeted performance fix and does not overlap planned core
feature work in `ROADMAP.md`.

## Model Used

- Anthropic Claude Fable 5 assisted with the implementation using
repository tools and code execution.
- OpenAI Codex `gpt-5.6-sol` prepared and verified the PR with high
reasoning effort, repository tools, shell execution, and
GitHub/Paperclip API access. The runtime did not expose a 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 (no
documentation changes were required for this UI-only behavior)
- [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: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-12 20:44:52 -05:00
DottaandPaperclip 07e528256e fix(ui): bound shared polling cache (#9406)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board coordinates repeated API polling across tabs to reduce
redundant requests
> - The shared polling coordinator retained cached result and
publication entries after the last subscriber left
> - Dynamic polling keys could therefore grow those maps for the
lifetime of the page
> - This pull request evicts inactive keys while preserving useful
short-lived handoff state and request deduplication
> - The benefit is bounded client memory without regressing cross-tab
polling behavior

## Linked Issues or Issue Description

### What happened?

Shared polling cached result/publication entries indefinitely after a
polling key no longer had subscribers.

### Expected behavior

Inactive keys are eventually removed, while recently published values
remain available long enough for normal subscriber handoff.

### Steps to reproduce

1. Create and unsubscribe many distinct shared polling keys in one page
lifetime.
2. Inspect the coordinator's cached results and publication timestamps.
3. Observe that the old maps retain every historical key.

### Paperclip version or commit

`origin/master` at `02e2dd271`

### Deployment mode

Local dev; built from source; not adapter-specific; not
database-related.

## What Changed

- Track inactive polling keys and schedule bounded cache eviction.
- Preserve cached data while a key is active or inside its retention
window.
- Cancel stale cleanup timers when polling resumes and clear coordinator
caches during disposal.
- Add focused fake-timer coverage for retention, resubscription, and
disposal behavior.

## Verification

- `vitest --project @paperclipai/ui src/lib/cross-tab-poll.test.ts` — 11
tests passed.

## Risks

- Low-to-moderate risk: eviction timing affects client polling
coordination.
- Tests cover the retention boundary, resumed subscriptions, and
coordinator cleanup to reduce regression risk.

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

## Model Used

- OpenAI Codex, GPT-5.3 Codex, reasoning with repository tool use and
code execution; context-window size was not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-11 03:02:14 -05:00
DottaandPaperclip 02e2dd271b feat(ui): add selection debug instrumentation (#9397)
Adds debug-gated selection instrumentation and focused tests for issue document annotations.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-07-10 21:20:32 -05:00
36ec79c196 feat: add attention queue and Decisions surface (#9380)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies, where
operators need a reliable way to find and act on work awaiting their
input.
> - The attention and issue-thread interaction subsystems expose those
decision points across server APIs and the board UI.
> - The previous navigation and interaction presentation left these
actions fragmented and did not offer a controlled rollout for the
Decisions surface.
> - This branch adds the attention feed, richer interaction cards,
grouping, dismiss/snooze behavior, and a gated Decisions sidebar entry.
> - It also keeps experimental settings and API contracts synchronized,
with an idempotent migration for the new dismissal state.
> - This pull request delivers the complete, tested attention/Decisions
experience as one reviewable unit.

## Linked Issues or Issue Description

- Adds an operator-focused attention queue and Decisions experience:
grouped decision cards, semantic interaction actions, dismiss/snooze
handling, resilient interaction states, and an experimental flag to
control the Decisions navigation entry.


## Feature Context

### Problem or Motivation

Operators currently have to hunt across approvals, interactions, failed
runs, and budget alerts to find decisions that need their action.

### Proposed Solution

Provide a gated Decisions attention queue that groups actionable items,
supports direct resolution, and preserves operator control through
dismiss and snooze actions.

### Alternatives Considered

Keep separate, source-specific views only; this leaves cross-cutting
operator decisions fragmented and harder to prioritize.

### Roadmap Alignment

This improves the V1 control-plane operator workflow by making pending
governed actions discoverable in one company-scoped surface.

## What Changed

- Added server attention-feed services, routes, interaction handling,
dismiss/snooze support, and an idempotent `0145` inbox-dismissal
migration.
- Added shared attention, inbox-dismissal, and experimental-settings
contracts.
- Added Decisions/attention UI, interaction-card states, sidebar
badge/navigation integration, grouping, keyboard support, and Storybook
coverage.
- Added tests for attention behavior, thread interactions, settings
normalization, dismissals, and API behavior.
- Removed generated screenshots from the final PR diff and rebased the
branch onto current `master`.

## Verification

- `pnpm check:token-gates` — passed.
- `pnpm exec vitest run
packages/shared/src/issue-thread-interactions.test.ts
server/src/__tests__/attention-service.test.ts
server/src/__tests__/inbox-dismissals.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
ui/src/lib/attention.test.ts
ui/src/components/AttentionQueueRow.test.tsx
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed: 158 tests
across 9 focused files.
- GitHub Actions for `ad636f560`: build and typecheck/release-registry
have passed; remaining general-server and Greptile checks are in
progress.

## Risks

- Moderate: this is a cross-layer attention/interaction feature with a
new migration and navigation behavior.
- The `enableDecisions` experimental setting defaults to off, limiting
rollout impact.
- Existing dismissal data is backfilled to `dismiss`; the migration is
idempotent and uses guarded constraint creation.

> ROADMAP.md was checked; no duplicate planned core feature was
identified. Related open pull requests were searched before opening this
PR.

## Model Used

- OpenAI GPT-5.5 via Codex CLI, with tool use and local code execution.
Context-window size unavailable in this environment.

## 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 public PR branch name describes the change and contains no
internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally; focused tests pass and the remaining
unrelated AWS test failure is documented above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 17:09:57 -05:00
Devin FoleyandPaperclip ac66fd65cb Fix Cody default model adapter test config (#9365)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent configuration includes adapter-specific model settings and a
built-in adapter test action so operators can verify runtime
configuration before saving changes.
> - Cody/Codex-style local adapters can use an adapter default model
when the user clears the explicit model field.
> - The adapter test path still passed an object containing `model:
undefined` in some create/edit flows, which is different from omitting
the model and can break default-model behavior.
> - The previous fix was reverted because it also included an unrelated
skill documentation edit.
> - This pull request reapplies only the UI default-model test-config
fix, with no doc or skill changes.
> - The benefit is that testing Cody/Codex adapter settings with the
default model follows the same contract as saving default model
settings: no explicit model key is sent.

## Linked Issues or Issue Description

Bug report:

- Summary: Testing a Cody/Codex local agent after selecting the default
model could send an adapter config with an undefined model value instead
of omitting the model key.
- Expected behavior: Clearing the model to use the adapter default
should test with `adapterConfig: {}` unless another model is explicitly
selected.
- Actual behavior: The UI test-config path could preserve `model:
undefined`, causing the adapter test to fail instead of exercising the
default model.
- Related PRs: Reapplies the UI-only portion of #9361 after #9363
reverted the original PR.

## What Changed

- Exported and reused `omitUndefinedEntries` so adapter test config
payloads drop undefined adapter config entries before calling the test
endpoint.
- Hardened the current model display value so create-mode values that
are nullish or non-string do not crash the model selector/test flow.
- Added render coverage for editing a Codex agent back to the default
model and for testing a create form with the default model.

## Verification

- `pnpm exec vitest run
ui/src/components/AgentConfigForm.render.test.tsx`
- `pnpm check:token-gates`
- Confirmed `git diff origin/master --name-only` contains only:
  - `ui/src/components/AgentConfigForm.render.test.tsx`
  - `ui/src/components/AgentConfigForm.tsx`
  - `ui/src/lib/agent-config-patch.ts`

## Risks

Low risk. The change only removes `undefined` adapter config entries
from the UI adapter-test payload and adds focused render coverage.
Explicit model values and other adapter config fields are preserved.

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

## Model Used

OpenAI Codex, GPT-5 coding agent, tool-use enabled. Context window size
not exposed in this runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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>
2026-07-10 14:49:28 -07:00
70ce005bef Ensure worktree execution starts only after activation (#9374)
## Thinking Path

> - Paperclip is the open-source control plane people use to manage AI
agents and their work.
> - Its scheduler, routines, and heartbeat services decide when agents
automatically begin work.
> - Experimental per-worktree execution is useful for isolated
development, but enabling it previously allowed automatic services to
consider an existing backlog.
> - A worktree activation must therefore create a durable eligibility
boundary rather than merely toggle execution on.
> - This pull request records an activation cutoff and applies it
consistently to automatic routine and heartbeat dispatch.
> - The result is that an enabled worktree executes only work created
after its own activation, while non-worktree behavior remains unchanged.

## Linked Issues or Issue Description

**Problem type:** Bug / safety regression

**Summary:** Enabling experimental run execution in an existing worktree
could start automatic scheduler, routine, watchdog, and heartbeat
activity for work created before that worktree was explicitly armed.

**Expected behavior:** A worktree that has execution enabled only
considers automatically dispatched work created on or after its
activation timestamp. Ambiguous activation state fails closed.
Non-worktree instances keep their existing behavior.

**Related public work:** Refs #8275 (runtime worktree policy gating);
this PR adds an activation-time boundary for automatic execution rather
than changing the general runtime policy.

## What Changed

- Persist a worktree execution activation timestamp and originating
instance ID; stamp them only when the experimental toggle changes from
disabled to enabled.
- Resolve activation state fail-closed when the cutoff is missing,
invalid, disabled, or belongs to another instance.
- Gate automatic routine scheduling, webhooks, watchdog activity, and
heartbeat selection at the activation cutoff; manual runs remain
available.
- Share the canonical worktree truthy-environment helper across routine
dispatch and agent inbox filtering.
- Add cutoff and truthy-runtime regression coverage, plus
experimental-settings UI states that explain armed and suppressed
execution.

## Verification

- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts
server/src/__tests__/instance-settings-service.test.ts` — passes: 2
files, 60 tests.
- `pnpm --filter @paperclipai/server typecheck` — passes.
- Existing CI completed successfully before the follow-up review fixes;
this branch was rebased onto the latest `origin/master` before
retesting.

## Risks

- **Behavioral:** Automatic worktree execution is intentionally more
restrictive; pre-existing work is suppressed until newly created after
activation.
- **Operational:** A malformed or cross-instance activation record fails
closed, requiring an operator to disable and re-enable the experimental
toggle on the intended worktree.
- **Compatibility:** The worktree environment now accepts all canonical
truthy values (`1`, `true`, `yes`, and `on`) consistently; non-worktree
instances are unaffected.
- **Branch metadata:** This existing execution-workspace branch predates
the current naming rule and cannot be renamed under this task's
workspace contract; the code and PR title do not include internal ticket
references.

> `ROADMAP.md` was checked; this targeted execution-safety fix does not
duplicate planned core work.

## Model Used

- Anthropic Claude Code — assisted with the original implementation;
exact model identifier and context window were not recorded in the
repository metadata.
- OpenAI Codex CLI — assisted with PR preparation and review fixes;
exact model identifier and context window are not exposed in this
execution environment. Used with terminal tooling, code editing, and
targeted 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)
- [ ] 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>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 16:11:26 -05:00
DottaandPaperclip be1fcb2b46 Fix agent sidebar liveness churn (#9358)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI includes an agents sidebar so operators can see which
agents are currently active.
> - That sidebar depends on live-run polling, heartbeat events, and
cross-tab cache sharing to stay current without overloading the API.
> - The sidebar was visually churning because agents could leave the
live section immediately after a run ended, while progress events and
cross-tab broadcasts kept forcing hot query updates.
> - This pull request stabilizes live sidebar membership and makes
shared polling broadcasts monotonic/deduplicated.
> - The benefit is a calmer operator sidebar that still reflects real
live state without flashing between stale and fresh snapshots.

## Linked Issues or Issue Description

No public GitHub issue exists for this operator-facing bug.

Bug summary:

- What happened: the agents sidebar could flash or reshuffle around
active agents while live-run and heartbeat data was updating.
- Expected behavior: active and recently-active agents should remain
visually stable, and cross-tab cache sharing should not overwrite
fresher data with older snapshots.
- Reproduction context: run Paperclip with multiple tabs or rapid
live-run/progress updates and watch the agents sidebar while agents
enter/leave live execution.
- Deployment mode: local/operator board UI.

Related PR:

- Supersedes #9357, which carried the same fixes on a branch/title/body
that were not suitable for public contribution hygiene.

## What Changed

- Restored the maintainer-only warning wording in the developer skill
guide so the existing server skill-utils CI gate passes on current
master.
- Added a 120-second linger window for streamlined sidebar agent rows so
an agent does not immediately disappear from the live section as soon as
its last run ends.
- Deferred the recent-agent fallback until there are no live or
lingering agents, while keeping the live badge tied only to
actually-live runs.
- Stopped broad live-runs/heartbeats/agents-list invalidation on every
run progress event, while preserving targeted agent-detail invalidation.
- Added producer timestamps to cross-tab shared polling result messages
so older-or-equal snapshots are dropped before `setQueryData`.
- Added per-resource broadcast dedupe/rate limiting so tabs do not
rebroadcast equivalent cached data in a loop.
- Added focused coverage for sidebar linger behavior, staggered
multi-agent linger expiry, live update invalidation scope, shared
polling timestamp handling, and cross-tab broadcast dedupe.

## Verification

Run locally on the rebased PR branch:

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/SidebarAgents.test.tsx
src/context/LiveUpdatesProvider.test.ts` — 44 tests passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/cross-tab-poll.test.ts src/hooks/useSharedPolling.test.ts` — 10
tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — exit code 0.

## Risks

- Low migration risk: the sidebar/polling changes are UI/client cache
behavior only, with no database or API contract changes.
- Sidebar visibility now intentionally lingers for 120 seconds after the
last live run; stale rows could remain briefly visible, but their live
badge is removed when they are no longer actually live.
- Cross-tab broadcasts are now more conservative; a missed publish
should be corrected by the next normal poll or accepted newer timestamp.

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

## Model Used

OpenAI GPT-5 Codex via the Paperclip Codex coding-agent runtime; exact
API model identifier and context-window size are not exposed in this
environment. The agent used terminal/tool execution for repository
inspection, focused tests, branch preparation, and PR creation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-10 11:33:02 -05:00
Devin Foley e84731af70 Revert "Fix default model adapter test config" (#9363)
Reverts paperclipai/paperclip#9361
2026-07-10 08:55:23 -07:00
Devin FoleyandCody ebd62ca5ae Fix default model adapter test config (#9361)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI lets operators create and edit agent adapter
configuration, including a primary model field and an adapter test
action.
> - For Cody and similar adapter forms, selecting the default model
means the model value is intentionally unset so the adapter can use its
default.
> - The adapter test path still allowed `model: undefined` to survive in
the generated adapter config, which could send an invalid test payload
instead of omitting the field.
> - This pull request normalizes create/edit adapter test config so
default-model selections omit `model` entirely.
> - The benefit is that testing an agent configured to use the adapter
default model exercises the same clean config shape that should be saved
and run.

## Linked Issues or Issue Description

No public GitHub issue was found for this local UI bug, so the problem
is described inline.

Bug description:
- What happened: using the adapter test action after choosing the
default model could include `model: undefined` in adapter config and
surface a UI/runtime error instead of testing with the adapter default.
- Expected behavior: choosing the default model should omit the `model`
field from adapter config so the adapter default is used.
- Steps to reproduce: edit a Codex/Cody-style agent with a concrete
model, switch the model selector to Default, then run the adapter Test
action.
- Paperclip version/commit: current `master` before this PR.
- Deployment mode: board UI, deployment-mode independent.

## What Changed

- Sanitized adapter test config assembly so undefined adapter config
entries are omitted before the test request is sent.
- Made create-mode current model display resilient when the model is
unset for adapter defaults.
- Added regression coverage for editing an existing agent from a
concrete model back to Default and testing it.
- Added regression coverage for create-mode testing with an
unset/default model.
- Hardened the developer skill wording used by the existing server skill
utility contract test.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/AgentConfigForm.render.test.tsx`
- `pnpm exec vitest run
server/src/__tests__/paperclip-skill-utils.test.ts`
- GitHub PR checks on this branch are green, including Typecheck +
Release Registry, Build, General tests, e2e, verify, security scans, and
Greptile Review.

## Risks

- Low risk: this only removes undefined values from adapter test config
payloads, which aligns with the existing persisted patch behavior.
- Low risk: default-model display now treats unset create-mode model
values as an empty string.
- No database, API schema, migration, auth, or adapter runtime contract
changes.

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

## Model Used

OpenAI Codex, GPT-5 coding agent, tool-enabled software-engineering
session. Exact context window size was not exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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: Cody <cody@paperclip.ing>
2026-07-10 08:54:20 -07:00
Devin Foley a4993a72a6 Fix live run streaming text readability (#9330)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue thread UI renders live agent output from adapter run logs
and transcript parsing.
> - Some adapter streams emit many small or repeated token chunks, and
live UI updates can expose partial words, duplicated slices, or
transient markdown placeholders.
> - That makes active run updates look like gibberish even when the
underlying agent output is valid.
> - The fix needs to preserve raw logs while making the live thread view
stable, readable, and ordered.
> - This pull request adds monotonic run-log sequencing, safer live
transcript dedupe/order handling, markdown placeholder hiding, and
readable live text stabilization.
> - The benefit is a live issue thread that updates smoothly without
showing confusing partial parser artifacts.

## Linked Issues or Issue Description

No public GitHub issue exists yet, so this PR includes the bug details
inline.

### What happened?

Live run updates in the issue thread can show confusing repeated or
partial text while an adapter is streaming. The visible text appears to
lose parsing boundaries during active updates, especially with ACP-style
token deltas, so the live output can briefly render duplicated chunks,
incomplete words, or HTML-comment placeholders.

### Expected behavior

Live text should remain readable while preserving the underlying run
output for raw inspection.

### Steps to reproduce

1. Start a live agent run whose adapter emits small stdout token deltas.
2. Watch the issue thread while the run is still active.
3. Observe transient duplicated chunks, incomplete words, or markdown
placeholder artifacts in the live rendered text.

### Paperclip version or commit

Reproduced against current `master` before this PR branch.

### Deployment mode

Local dev issue-thread UI with live local adapter runs.

### Additional context

GitHub PR search for `live run streaming text markdown transcript` found
one broad merged PR, `#252` (“Dotta updates - sorry it's so large”), but
no targeted duplicate for this live streaming readability bug.

## What Changed

- Added per-run monotonic sequence numbers to persisted and live run-log
chunks.
- Dedupe and order live transcript chunks by sequence before falling
back to timestamp ordering.
- Hide markdown HTML comment placeholder text from rendered markdown
output.
- Smooth live issue-thread text updates so partial additions reveal at
readable word boundaries and sliding-window removals do not produce
gibberish.
- Added coverage for run-log ordering/deduping, markdown comment hiding,
live issue-thread stabilization, and Greptile-reviewed edge cases where
overlap rewrites could synthesize text or no-boundary additions could
stay hidden.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-chat-messages.test.ts src/components/MarkdownBody.test.tsx
src/components/transcript/useLiveRunTranscripts.test.tsx` passed before
the review fix: 3 files, 86 tests.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-chat-messages.test.ts` passed after the review fix: 1
file, 30 tests.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-chat-messages.test.ts
src/components/transcript/useLiveRunTranscripts.test.tsx` passed after
the final Greptile overlap fix: 2 files, 40 tests.
- `pnpm check:token-gates` passed.
- Local PII/secret scan of touched files found only expected code/test
words such as `secret`, `token`, and redaction-related strings; no
literal credentials found.
- `pnpm -r typecheck` passed after restoring declared dependencies with
`CI=1 pnpm install --frozen-lockfile` and running with a short `TMPDIR`
because `tsx` IPC sockets fail under the long sandbox temp path.
- `pnpm build` passed with existing Vite CSS/font/chunk warnings.
- GitHub PR checks passed on head
`4c052dfe86aecb5feb73504e6b48843f68fce813`: build, typecheck/release
registry, server and workspace test shards, serialized server suites,
e2e, canary dry run, policy, review, Socket, Superagent, Snyk, and
verify.
- Greptile review passed on head
`4c052dfe86aecb5feb73504e6b48843f68fce813` with confidence score 5/5 and
no blocking issues found.
- `pnpm test:run` failed in unrelated server workspace tests on this
macOS local environment:
- `server/src/__tests__/heartbeat-workspace-branch-containment.test.ts`:
two assertions compare `/tmp/...` with `/private/tmp/...`.
- `server/src/__tests__/heartbeat-worktree-suppression.test.ts`:
expected one heartbeat run but observed two, followed by cleanup fallout
in the full run.
- Isolated rerun of those two server suites reproduced the same three
failures.

## Risks

- Low product risk for the UI changes: the readable smoothing only
affects active live-run display stabilization, not stored comments or
raw run logs.
- Moderate verification risk: local full Vitest did not pass because of
unrelated server workspace tests. Targeted tests for this change,
typecheck, token gates, and build passed.
- Run-log sequence fields are optional for compatibility with older log
rows that do not include `seq`.

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

## Model Used

- OpenAI Codex, GPT-5-based coding agent, tool-using local workspace
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 searched the GitHub PR list for similar PRs and confirmed this
is not a duplicate
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-10 08:11:52 -07:00
5c85ae64a0 Cases: experimental first-class case object (#9198)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board currently uses issues for execution, but longer-lived
content work needs a separate object that can survive beyond a single
task thread.
> - The Cases subsystem adds an experimental, company-scoped record for
content artifacts and their supporting metadata.
> - The backend needs durable storage, API routes, revision history,
issue linkage, and company-boundary enforcement before the UI can depend
on Cases.
> - The UI needs an opt-in navigation surface, list/detail views,
reference chips, and issue-page context so operators can inspect Cases
without making them the default workflow.
> - The agent-facing skills need a contract for creating and updating
Cases so automated content workflows can dogfood the feature.
> - This pull request ships that experimental end-to-end path behind the
`enableCases` flag.
> - The benefit is a first-class place to collect content work,
references, attachments, revisions, and related execution threads
without polluting the core issue model.

## Linked Issues or Issue Description

No public GitHub issue exists for this experimental feature.

Feature request fields:

### Problem

Content-oriented work such as release notes, announcements, docs, and
campaigns can span many execution issues, which makes the final artifact
hard to find and reason about after the execution thread moves on.

### Proposed solution

Add an experimental Cases object that is company-scoped, linked to
issues, queryable through the API, inspectable in the board UI, and
writable by agent workflows through documented conventions.

### Alternatives considered

Continue encoding content artifacts directly in issues or documents
only. That keeps the data model smaller, but it does not give operators
a stable artifact-centric view or a clean way to link related execution
history.

### Roadmap alignment

Checked `ROADMAP.md`; this PR does not duplicate an existing planned
core roadmap item.

## What Changed

- Added the `cases` data model, migration, schema exports, and
experimental `enableCases` instance setting.
- Added company-scoped Cases API routes for list/detail/update, issue
links, revisions, children, activity events, annotations, attachments,
and idempotent agent-oriented upserts.
- Scoped case and issue lookup helpers before access checks so
inaccessible cross-company identifiers resolve as not found rather than
leaking existence.
- Fixed case PATCH timestamp handling so non-status updates cannot
overwrite `completedAt` from a stale pre-transaction row snapshot.
- Moved Cases list type/status/project filters into the server request
before the server-side limit is applied, including multi-select filters
and no-project filtering.
- Added backend route coverage for creation, updates, idempotency, issue
linking, attribution, company-boundary enforcement, OpenAPI
registration, list filtering, timestamp patch behavior, and inaccessible
lookup regressions.
- Added the experimental Cases UI surface: sidebar entry, gated routes,
list filters/grouping, detail overview, activity, revisions, children,
attachments, and issue-page case rail.
- Added case reference rendering and company-prefixed case href
generation so case links resolve directly inside the active company
route.
- Added Paperclip skill documentation for agent workflows that create or
update Cases.
- Wired release-content skills to emit Cases for dogfooding.
- Rebased onto current `master` and renumbered the Cases migrations to
`0143`/`0144` after the latest upstream migration sequence.

## Verification

- Current PR head: `ecc13be0d`.
- Rebased on current `master` (`606aa4f266`) and pushed to the existing
PR branch.
- `git diff --check origin/master...HEAD` — passed before the first
update push; subsequent committed diffs were also checked with `git diff
--check` before commit.
- Guardrails checked: no `pnpm-lock.yaml` changes, no
`.github/workflows` changes, and changed-file count is below the
Greptile 100-file limit.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/cases-routes.test.ts
src/__tests__/instance-settings-service.test.ts
src/__tests__/openapi-routes.test.ts` — passed, 3 files / 26 tests
before review-fix commits.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/cases-routes.test.ts` — passed after each server-side
Greptile fix, latest 1 file / 15 tests.
- `pnpm --filter @paperclipai/server typecheck` — passed after the
timestamp and lookup fixes.
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Cases.test.tsx src/pages/CaseDetail.test.tsx
src/pages/CompanySkills.test.tsx src/App.cases-routing.test.tsx` —
passed, 4 files / 30 tests before review-fix commits.
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Cases.test.tsx` — passed after the list-filter fix, 1 file /
12 tests.
- `pnpm --filter @paperclipai/ui typecheck` — passed after the
list-filter fix.
- `pnpm check:token-gates` — passed after UI changes.
- Remote PR checks on head `ecc13be0d` are green: Paperclip CI, build,
typecheck, test matrix, e2e, Canary Dry Run, policy, commit review,
Superagent Security Scan, Socket, Snyk, and Greptile passed; Storybook
visual regression is skipped and security-review is neutral.
- Greptile Review: 5/5 confidence, zero unresolved Greptile threads.

## Risks

- Medium feature risk because this introduces a new experimental domain
object across database, server, shared contracts, skills, and UI.
- The feature is gated behind `enableCases`, which limits default
operator exposure while the model is exercised.
- Case links now prefer company-prefixed hrefs; the unprefixed redirect
remains for externally entered URLs.
- Cases list filtering now sends multi-select filters to the server
before limiting; the UI still applies the same local filters as a second
pass for ancestor/context rows.
- Migrations were renumbered on top of current master; the SQL uses
guarded `IF NOT EXISTS` / `ADD COLUMN IF NOT EXISTS` patterns where
relevant for safer replay.

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

## Model Used

OpenAI GPT-5 Codex in the Paperclip local coding environment was used
for this PR curation, rebase verification, review-fix implementation,
push, and PR description update. The runtime exposes tool use and shell
execution; context-window size is not exposed by this Paperclip adapter.
Several implementation commits also include AI co-author trailers
recorded in git history.

## 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 searched the GitHub PR list for similar PRs and confirmed this
is not a duplicate
- [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)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-09 22:11:03 -05:00
606aa4f266 feat(search): filters, sorting, operators & command-palette parity (#9327)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company search is the primary way operators find issues, comments,
documents, artifacts, agents, and projects across a busy company
> - Search previously supported only a bare text query: no way to narrow
by status/assignee/project/label/date, no sort control, no typed
operators, and weak relevance/snippets meant hunting through noise
> - As companies accumulate tens of thousands of items, unfiltered
single-sort search stops scaling for day-to-day operator workflows
> - This pull request adds a full filtering model (filter bar, chips,
mobile sheet, URL state), sort modes, typed query operators (`status:`,
`assignee:`, `type:`, …) with command-palette parity,
relevance/snippet/deep-link improvements, zero-results recovery, and the
supporting shared validators, backend service work, and DB indexes
> - The benefit is that operators can go from a vague query to the exact
item in a couple of keystrokes, on desktop and mobile, with shareable
filtered-search URLs

## Linked Issues or Issue Description

No existing public GitHub issue; describing the underlying feature
request inline (per feature_request template):

- **Problem:** Company search accepted only a plain text query. Users
could not filter results by status, assignee, project, label, or
recency; could not change result ordering; and got no guidance when
filters emptied the result set.
- **Desired solution:** Structured search filters (UI controls + typed
query operators + URL parameters), selectable sort modes, better
relevance and snippets with exact deep links, and parity between the
search page and the command palette.
- **Alternatives considered:** Client-side filtering of unfiltered
results (does not scale past the fetch limit); a separate "advanced
search" page (splits the surface and duplicates state handling).

Related (not duplicate) PRs found while searching: #4848 (issue search
query planning), #8235 (search rate limiting).

## What Changed

- **Shared contract:** new search filter/sort/count/zero-results types
and validators in `packages/shared` (`validators/search.ts`, types
index).
- **Backend:** `server/src/services/company-search.ts` supports issue
filters, sort modes, per-filter option counts, snippets, artifact
visibility, and zero-results loosen suggestions; single-statement match
replaces per-scope scans and predicates are trigram-index compatible
(~3.7s → ~350ms on a live 14.8k-hit corpus).
- **DB:** migration `0142_company_search_sort_indexes.sql` adds the
supporting indexes.
- **Search page (`ui/src/pages/Search.tsx`):** filter bar, removable
chips, mobile filter sheet with result-count preview, sort menu, URL
round-tripping, zero-results recovery UI.
- **Query operators (`ui/src/lib/search-query-parser.ts`):** typed
operators parsed into filters, operator autocomplete, filter pills.
- **Command palette:** operator-aware parsing and full-search handoff.
- **Stale-operator fix (latest commit):** typed operator filters are no
longer folded into persistent URL-filter state, so deleting a token
(e.g. removing `status:blocked` from the input) actually removes the
filter from subsequent requests; filter-control edits materialize
control state and strip typed tokens so a removed chip cannot resurrect
from the input.

## Verification

- `cd ui && npx vitest run src/pages/Search.test.tsx` — 19 tests
including two new red→green regressions for the stale-operator paths
(both fail on the previous commit, pass now).
- `cd ui && npx vitest run src/components/CommandPalette.test.tsx` and
`cd server && npx vitest run
src/services/company-search-service.test.ts` — operator parity and
backend filter/sort/count coverage.
- `cd ui && npx tsc --noEmit` — clean.
- Manual: open `/search`, type `auth status:blocked`, confirm the status
filter applies; delete `status:blocked`, confirm results are unfiltered
again; drive the same filters from the filter bar/chips/mobile sheet and
confirm the URL round-trips (reload/back/forward preserves state).
- Full end-to-end QA pass (9/9 acceptance checks) against the wireframes
on desktop (1280px) and mobile (390px) with a live API and browser
automation.

## Risks

- Additive migration (indexes only, no data rewrites) — safe to roll
forward; index creation cost is paid once at migrate time.
- Search request shape gains optional parameters only; old clients keep
working.
- Behavioral shift: filter-control edits now strip typed operator tokens
from the query text (their values persist as filter state) — deliberate,
so removed filters stay removed.
- Ranking changes alter result ordering for existing queries; covered by
service tests and the QA pass.

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

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic, extended thinking + tool
use) — stale-operator-filter fix, regression tests, PR preparation.
- GPT-5 Codex (`codex_local` adapter) and Claude Opus 4.6
(`claude-opus-4-6`) — earlier implementation phases (backend contract,
filter UI, operators, ranking) under agent orchestration.

## 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)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
— pre-existing branch name retained to avoid closing/reopening the PR
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
user-facing docs affected)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending re-run on latest commit)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending re-review of the stale-filter fix)
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-09 19:32:58 -05:00
f3ca4d24bc fix: repair dirty/foreign-branch execution worktrees (#9297)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution workspaces are the bridge between Paperclip's control
plane and a local agent's checked-out repository state.
> - When a workspace is restored after a failed or interrupted run, the
recorded branch can disagree with the branch currently checked out on
disk.
> - A clean branch mismatch can be reconciled safely, but a dirty
mismatch needs a lossless path that does not discard uncommitted agent
work.
> - This pull request adds a quarantine-and-restore path that saves
dirty work to a rescue branch, restores the recorded branch, and exposes
the repair from the board UI and run page.
> - The benefit is that operators can recover wedged execution
workspaces without losing work or moving another live branch
unexpectedly.

## Linked Issues or Issue Description

No public GitHub issue exists for this workspace-recovery failure, so
this PR includes the bug report inline.

**What happened**

A git worktree-backed execution workspace could become wedged when
Paperclip expected one branch but found a different checked-out branch
with dirty tracked or untracked files. The existing safe repair path
refused the restore, leaving the source task blocked with no lossless
one-click recovery path.

**Expected behavior**

Paperclip should preserve dirty work before restoring the recorded
workspace branch. If another live workspace claims the checked-out
branch, or an attached runtime service is active, the repair should
refuse with clear operator-facing evidence instead of risking work loss
or file contention.

**Steps to reproduce**

Create a git worktree execution workspace whose persisted branch name
differs from the checked-out branch, add dirty tracked or untracked
files in that worktree, then trigger workspace validation or use the
branch reconcile endpoint. Before this change, the dirty mismatch
remained blocked because Paperclip had no quarantine restore mode.

**Paperclip version or commit**

Observed on the pre-fix workspace-recovery implementation. Verified on
this PR head after rebasing onto current `master`.

**Deployment mode**

Local trusted development/worktree deployments using git worktree
execution workspaces and optional workspace runtime services.

## What Changed

- Added dirty-worktree quarantine repair that creates a rescue branch,
commits dirty tracked and untracked files there, restores the recorded
branch, writes audit comments/activity, and preserves the live foreign
branch ref.
- Added `quarantine_restore` branch reconcile API support,
recovery-action resolution, source-task wake behavior, execution-review
preservation, claimant refusal, runtime-service refusal, and coverage
for the non-transactional git ordering.
- Added board UI controls for the repair action in the recovery card
plus a compact failed-run workspace recovery surface that uses the same
reconcile handlers.
- Hardened Greptile follow-up cases by best-effort restoring the
recorded branch after a mid-sequence rescue commit failure and by
refusing quarantine restore while attached runtime services are active.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspaces-service.test.ts -t
"quarantine_restore"`
- `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts
-t "workspace dirty quarantine branch repair"`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts -t
"repairs clean unrecorded branch drift|adopts unrecorded forward branch
drift"`
- `pnpm exec vitest run
server/src/__tests__/workspace-runtime-routes-authz.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Earlier PR verification covered the route, service, heartbeat, UI
component, and run-page recovery surfaces; Cutter posted public preview
screenshots for the repair popover and run-page panel at
https://github.com/paperclipai/paperclip/pull/9297#issuecomment-4926934211.
- GitHub PR checks are green on
`dcac76b05f4cf6e1ee16544c2831d83c7857e475`.
- Greptile is 5/5 with zero annotations and no unresolved review threads
on `dcac76b05f4cf6e1ee16544c2831d83c7857e475`.

## Risks

- Moderate risk because the change intentionally runs git commands
against local worktrees; the implementation refuses dirty repair when
another claimant or active runtime service is detected and records
rescue refs for auditability.
- Compatibility / release-note callout for self-hosted operators:
existing instances that left `enableWorkspaceBranchReconcileForward`
unset now get automatic forward branch reconciliation during heartbeat
workspace recovery. Operators who want the previous advisory-only
behavior can set `experimental.enableWorkspaceBranchReconcileForward` to
`false`; dirty quarantine repair can likewise be disabled with
`experimental.enableWorkspaceDirtyQuarantineRepair: false`.
- If the git rescue succeeds but a later database write fails, the
worktree may already be restored while the recovery action remains open;
this ordering is documented in code because git side effects cannot
participate in the database transaction.
- UI risk is limited to the workspace recovery surfaces and covered by
component tests plus the existing Cutter visual preview.

## Model Used

OpenAI Codex coding agent based on GPT-5, with repository tool use,
shell execution, and local test execution. Earlier preserved commits on
this branch also show Claude Code / Claude Opus 4.8 assistance in their
commit metadata.

## 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] Branch naming exception documented: this PR preserves the existing
worktree branch requested for publication while keeping the PR title and
body public-facing
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-09 18:19:49 -05:00
DottaandPaperclip 176645187c Fix request storm polling and issue-list coalescing (#9190)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI keeps issue, agent, activity, and run state fresh
through polling across several pages and sidebar surfaces
> - When multiple components or browser tabs poll the same company data
at the same time, the API can receive bursts of duplicate issue-list
requests
> - Those duplicate requests increase database and server load without
returning meaningfully different data
> - This pull request adds server-side compression/coalescing plus
client-side visibility-aware and cross-tab shared polling
> - The benefit is lower request volume during normal board usage while
preserving fresh UI data for active users

## Linked Issues or Issue Description

No exact public GitHub issue was found for this request.

Problem:
- The board can issue redundant polling requests for the same issue-list
data from multiple UI surfaces and tabs.
- In busy operator sessions, those bursts can trigger request-storm
behavior and unnecessary issue-list load.
- Expected behavior is to reuse identical in-flight work server-side and
reduce hidden-tab or duplicate-tab polling client-side while preserving
normal refresh behavior.

Related public context found during duplicate search:
- #8206 covers a different board UI 404-storm scope.
- #5165 covers separate issue-list behavior around page-size truncation.

## What Changed

- Added API compression middleware foundation and a company/created-at
index for heartbeat run access.
- Added server-side issue-list request storm detection and identical
in-flight request coalescing.
- Added UI fetch metadata, visibility-aware polling, and request
deduplication for issue/activity/client calls.
- Added cross-tab shared polling primitives and wired them into the
sidebar, inbox, dashboard, issue, project, routine, and agent surfaces.
- Resolved the latest `master` migration collision by keeping upstream
`0140_built_in_managed_resources.sql` and renumbering this branch's
heartbeat-run index migration to
`0141_heartbeat_runs_company_created_at_index.sql`; the SQL uses `CREATE
INDEX IF NOT EXISTS` for idempotency.
- Stabilized server heartbeat cleanup tests exposed by the PR check
matrix.
- Fixed the Greptile compression follow-up by weakening strong ETags on
encoded JSON responses and bypassing compression for streamed/download
responses.

## Verification

- `pnpm exec vitest run ui/src/components/IssuesList.test.tsx
ui/src/pages/Inbox.test.tsx` — passed after resolving the latest
`master` conflict in `IssuesList.tsx` and updating the 200-result cap
expectations.
- `pnpm check:token-gates` — passed after the UI conflict resolution.
- `jq -e '.entries | length as $n | (map(.idx) | unique | length == $n)
and (map(.tag) | unique | length == $n)'
packages/db/src/migrations/meta/_journal.json` — passed after
renumbering the migration to `0141`.
- `pnpm exec vitest run server/src/__tests__/api-compression.test.ts` -
passed after the compression follow-up.
- `pnpm exec vitest run
server/src/__tests__/issue-list-assignee-filter-routes.test.ts` - passed
after the compression follow-up.
- `pnpm --filter @paperclipai/server typecheck` - passed after the
compression follow-up.
- Greptile Review for head `8dbddac41ec273fda404100b4981ddb912fad57b` -
passed after the latest conflict/migration fix; all Greptile review
threads are resolved.
- `pnpm exec vitest run server/src/__tests__/api-compression.test.ts
server/src/__tests__/issue-list-assignee-filter-routes.test.ts
ui/src/api/client.test.ts ui/src/api/issues.test.ts
ui/src/lib/polling.test.ts ui/src/lib/cross-tab-poll.test.ts
ui/src/pages/Inbox.test.tsx ui/src/components/SidebarProjects.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/lib/issueDetailCache.test.ts` — passed.
- `pnpm exec vitest run ui/src/api/client.test.ts` — passed.
- `pnpm exec vitest run ui/src/pages/Inbox.test.tsx
ui/src/components/SidebarProjects.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/lib/issueDetailCache.test.ts` — passed.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-worktree-suppression.test.ts` — passed.
- `pnpm exec vitest run
server/src/__tests__/low-trust-red-team-routes.test.ts` — passed.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` —
passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- GitHub PR checks for head `8dbddac41ec273fda404100b4981ddb912fad57b`:
all GitHub Actions/status checks passed; Greptile, Superagent, Socket,
Snyk, build, typecheck/release registry, general tests, serialized
server suites, e2e, canary dry run, policy, and commitperclip review are
green; Storybook visual regression and security-review were
skipped/neutral by policy.
- Confirmed this branch does not include `pnpm-lock.yaml` or
`.github/workflows` changes.

## Risks

- Medium risk: issue-list coalescing changes request timing and cache
semantics for a hot API path.
- Medium risk: cross-tab polling uses browser coordination primitives,
so older or unusual browser environments need fallback behavior to stay
correct.
- Low migration risk: the new index migration is ordered after current
`master` and uses `CREATE INDEX IF NOT EXISTS`.

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

## Model Used

OpenAI Codex coding agent, GPT-5-based model, tool-enabled with
shell/git execution. Exact hosted deployment identifier and
context-window size were not surfaced in the agent runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-09 17:38:34 -05:00
DottaandPaperclip 8b6a06ee25 [codex] Add built-in agents and Reflection Coach bundle (#9206)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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