Commit Graph
823 Commits
Author SHA1 Message Date
DottaandPaperclip 80e3534cf6 Merge updated Dot base and current task authority into capabilities
Preserve private task filtering and task monitors, keep independent Dot opt-in, and regenerate the combined tool catalog and seeded protocol fixture.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 18:45:10 -05:00
DottaandPaperclip 2e40bca050 Merge current master into Dot provider and regenerate migration
Preserve current migration locking and native accounting behavior alongside the Dot provider. Regenerate the idempotent Dot migration after the published migration history.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 18:40:00 -05:00
DottaandPaperclip 3168b2c0ca fix(dot): allow independent Dot selection on agent routes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 17:39:39 -05:00
DottaandPaperclip 72de4984a9 feat(dot): give Dot an independent experimental agent choice
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 17:32:26 -05:00
DottaandPaperclip 2626c8f9b4 fix(dot): enforce operator file grants and cache verified pages
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 17:00:15 -05:00
DottaandPaperclip a7a244ab33 feat: add company decision models with permission and cost controls (#15473)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Optional product features need small, typed model decisions.
> - Each company needs to choose which shared API connection pays for
those decisions.
> - Calls must retain user and task permissions, budget limits, and cost
attribution.
> - This pull request adds a managed decision service, setup UI, and
request history.
> - Features can check availability cheaply and keep their existing
behavior when decisions are unavailable.

## Linked Issues or Issue Description

**Subsystem affected**

Server services, shared contracts, database accounting, Company
Settings, and Costs.

**Problem or motivation**

Paperclip has no common decision-model service. Adding provider calls
within each feature would duplicate credential access, permission
checks, and billing rules.

**Proposed solution**

Let a connection manager configure one company decision model. Support
OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test
and metadata-only history. Default company-sponsored background
decisions to on during setup, and preserve a saved off setting.

**Alternatives considered**

Per-feature credentials would duplicate existing connection management.
Personal overrides and provider fallback chains add permission and
billing complexity; they remain deferred.

**Roadmap alignment**

Reviewed ROADMAP.md and searched open PRs. This extends existing
connection access and budget accounting. Product features that call the
service remain outside this change. No matching decision-model service
PR was found.

## What Changed

- Add company settings, an internal `decisionModelService`, local
availability checks, and trusted human, agent/run, and system contexts.
- Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and
ordered-score decisions for both providers. Bound requests and time;
disable paid retries.
- Add durable invocation metadata and agentless decision ledger charges.
Preserve fractional cents, pricing evidence, dispatch identity, and
unresolved billing holds.
- Share the company accounting lock and apply company, agent, and
project budgets. Settle charges once, retain unknown holds, and recover
interrupted calls without resubmission.
- Reuse connection setup and management UI. Add a Decisions view under
Costs, production-component Storybook coverage, database migration, and
service documentation.

## Verification

- Passed 166 current-code tests covering the decision service/provider,
setup component, Costs, OpenAPI, and every failure from the earlier
broad run. Coverage includes native SDK wire formats, refusals, billed
malformed responses, permission and secret-rotation races, identity
changes, concurrent budget admission, unresolved holds, agent/task
deletion, and stale setup feedback.
- Passed 170 existing connection, cost, budget, heartbeat-accounting,
and profile regression tests.
- Passed repository typecheck, production build, and design token gates
after integrating master. Verified the generated migration on a fresh
test database and upgraded the populated preview database from the
branch's earlier migration without losing settings or usage.
- Ran the required full `pnpm test:run`: its general phase completed
with 16,354 passed and 10 failures across five files while this branch
was still being updated. Every reported failure passes in the
current-code rerun; the serialized phase did not run after that failure.
The full GitHub CI suite passed on `b1b856a88`: general and serialized
tests, browser shards, runner checks, typecheck, production build,
packaging/canary, and policy gates. [CI
evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360).
- Passed the full-shell Storybook setup-to-history interaction test
again after integrating master. Greptile rates the final revision 5/5
with zero unresolved threads.
- Walked through the running app: empty setup, add each provider, save,
reload, run all three sample questions, inspect fractional charges in
history, switch provider while sponsorship is off, disable, and
reconnect. Checked mobile settings. These tests used the actual UI,
vault, server, SDKs, and database with simulated upstream responses.
- Live paid setup tests remain unverified: this environment has no
authorized OpenAI/OpenRouter credentials available. No mocked test is
presented as live provider evidence.

Reviewer journey: Company Settings → General → Decision model.
Add/select a shared API connection, save, run the billed sample, open
View usage, then disable decisions and verify Run test is disabled after
reload.

## Risks

- The SDK decision interface is experimental. Pinned versions and
wire-format tests limit upgrade drift.
- The migration allows agentless service charges and reservations.
Existing agent cost-reporting APIs still require an agent, and decision
receipts stay separate from run reconciliation.
- Timeouts can have unknown provider charges. Holds remain until an
audited accounting correction resolves them.
- OpenAI prices use a versioned Decisions rate snapshot; OpenRouter
costs use provider receipts. Unknown pricing is retained as unknown.
- A configured company authorizes background spending by default. Setup
explains this, and managers can turn it off.
- Live provider account/model availability still needs the two
credentialed acceptance checks.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
execution, and browser tools. The exact serving revision and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 15:53:13 -05:00
Devin FoleyandPaperclip f1c44b7b56 Preserve remote work when required workspace restore fails (#15479)
Persist exact source-retention obligations before run finalization and protect them across cancellation, restart and task changes. Require board-authorized repair evidence without replaying old work or changing current task ownership, state or locks. Hide an unavailable retry action and document operator recovery and retention costs.

Validated with 674 scoped regressions, 224 combined integration tests, full typecheck/build, independent safety reviews and green CI with Greptile 5/5. No historical file recovery is claimed.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:29:44 -07:00
DottaandPaperclip 2a24849422 fix(dot): settle read failures and serialize workspace calls
Sync dependency locks and pairing API contracts. Return admitted idle assignments and preserve stable polling while work is queued.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 14:13:16 -05:00
DottaandPaperclip ae6f95ed7a feat: add personal primary agents (#15470)
Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults.

Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:53:46 -05:00
DottaandPaperclip ebc99db2f5 feat(dot): expand governed Runner capabilities and finish pairing setup
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:41:44 -05:00
DottaandPaperclip 8cfedd7df8 fix(runner): restore task monitors and durable timed waits (#15446)
## Thinking Path

> - Paperclip manages AI agents and their task execution.
> - Agents need a durable way to return to work after a delayed check.
> - The issue monitor scheduler already provides a one-shot wake for an
assignee.
> - Native runners reject generic execution-policy writes and had no
bound monitor tool.
> - Scheduling alone is insufficient because native completion also
needs to accept a timed wait.
> - This pull request adds an authorized monitor tool and connects it to
completion and the existing scheduler.
> - An agent can now schedule its next check, end the run, and resume on
the same task.

## Linked Issues or Issue Description

**What happened?**

A native runner could not set its own task monitor. `call_api` correctly
rejected execution-policy writes, while `schedule_wake` had no
production binding. `paperclip_finish` also rejected monitor waits.

**Expected behavior**

A standard native run can set a one-shot monitor on its current task or
another accessible task assigned to the same agent. After a confirmed
schedule on the current task, it can yield. The scheduler later delivers
`issue_monitor_due`.

**Steps to reproduce**

1. Start a standard native task.
2. Ask the agent to check the task again later and end its current run.
3. Inspect available tools and try the generic issue execution-policy
update.
4. Observe the missing native tool and the lifecycle-write denial.

Related PRs: #14680 concerns monitor notes in the shared wake prompt.
#11919 changes attempt-limit scope. This PR adds native scheduling and
completion authority and retains the existing cumulative attempt bounds.
It does not depend on either PR.

## What Changed

- Add provider-neutral `set_task_monitor` with a default current-task
target, future timestamp, required notes, existing bounds, and explicit
clearing.
- Check company, task visibility, ownership, runtime permissions, work
mode, and active-run authority. Preserve review-only restrictions.
Reject the reserved server-owned quota-recovery name before saving or
accepting a native wait.
- Commit the monitor, audit event, and retry receipt together. Retry
receipts survive a successor run without re-arming cleared or consumed
timers.
- Permit `paperclip_finish` to yield to a persisted monitor. Recheck
ownership and the schedule when committing final disposition. Release
execution without an immediate continuation.
- Preserve due monitors during native execution. Fence wake admission
and consumption against replacement, clearing, reassignment, and
completion. Preserve unrelated review policy.
- Expose scheduled and consumed monitor instructions in task context.
Update provider schemas, Rust validation, generated contracts, and
execution documentation.
- Add an opt-in live Codex smoke script with isolated data and explicit
run/session/runner/process evidence.

## Verification

- Repository `pnpm -r typecheck` and `pnpm build` passed after rebase.
Server typecheck passed again after review fixes. All CI test shards
pass on `3def77b1b`, including runner TypeScript/Rust, server,
serialized server, workspace, and browser tests. All CI gates are green,
including the canary dry run. Greptile is 5/5 on the same commit with
zero unresolved threads.
- The local monolithic `pnpm test:run`, started before the rebase, was
interrupted after current-head CI test coverage passed. It is not
counted as a standalone full-suite pass; the focused local regression
suites passed.
- Targeted server tests cover scheduling, replacement, clearing, policy
preservation, cumulative bounds, cross-run retries, permissions,
provider-neutral discovery, review restrictions, completion authority,
and scheduler/finalizer races.
- Runner contract/catalog/semantic tests and Rust terminal-tool tests
cover the new operation and monitor completion.
- Live Codex test passed twice (latest live run on `e0bcd63e6`) in a
temporary database and workspace, with a 300,000 ms warm window. First
run `67bd7709-c089-4d4a-9d2b-0d6b618a34b0` yielded at
`2026-10-07T13:15:03.274Z`. Second run
`97c323f9-595a-4cc5-a007-db5a2fbb937c` started at `13:15:30.952Z`,
received `issue_monitor_due`, and completed the same task. Exactly one
monitor wake was recorded.
- Both live runs used native session
`7b1dd753-1c9b-4e7a-b22f-a125dbc3748c`, runner
`e90d9a1b-3502-4ee3-b15e-edc024c555d4`, provider session
`01a11680-6d01-70c0-9a55-db7246ed66c3`, and PID `64218` with the same
process start time. This proves warm reuse for that local Codex test,
not only successful scheduling.
- Reproduce the paid live test with `node --import
./server/node_modules/tsx/dist/loader.mjs
server/scripts/smoke-native-task-monitor.ts --run`, with the installed
Codex binary on `PATH` and a valid local login.

## Risks

- The scheduler now defers monitor dispatch while the task has an active
native run. A stuck run still depends on the existing recovery
lifecycle.
- Idempotency uses the existing run ledger; no table or migration is
added.
- Other providers share the tested tool and completion contracts. Only
Codex received a live model test.
- Existing `call_api` lifecycle restrictions remain enforced. Monitor
waits do not bypass task blockers, reviews, or approvals.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and
TypeScript/Rust editing. The session does not expose the exact deployed
model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 08:41:24 -05:00
DottaandPaperclip 3a726e676f feat: enforce private task permissions across execution and data (#10633)
Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:06:40 -05:00
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
DottaandPaperclip f712015f7f merge: integrate current MCP connection improvements
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:54:54 -05:00
DottaandPaperclip beb1d5598a merge: integrate current MCP connection improvements
Preserve dedicated Dot authority while integrating personalized assistant setup and filtering revoked grants.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:37:29 -05:00
DottaandPaperclip a9a20fb5c6 feat(security): add read-only customer-success inspection APIs (#15405)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a persistent identity and a verified active run for
governed access.
> - Customer-success inspection needs broad reads without tenant writes
or secret access.
> - Ordinary board login and database credentials give more authority
than this task needs.
> - This pull request adds a dedicated inspection API and strict
managed-run authority.
> - Cloud owns short grants, human approval, replay protection, and
audit records.
> - The benefit is inspectable access that an operator can disable
immediately.

## Linked Issues or Issue Description

Refs: #15352. This change reuses the persistent Ed25519 identity from
that PR.

**Subsystem affected**

Server authentication, pure resource readers, and the shared wire
contract.

**Problem or motivation**

One internal Paperclip agent must inspect customer onboarding work. It
must not receive owner login or database credentials. Reads must not
create customer sessions, memberships, activity, or read receipts.

**Proposed solution**

Add disabled-by-default run authority and versioned tenant inspection
endpoints. Require strict instance-bound managed-run JWTs on the home
instance. Require exact-operation, single-use Cloud permits on tenants.
Execute a reviewed company-scoped catalog in read-only transactions.
Cloud applies seven-day stack-age eligibility and human exceptions.

**Roadmap alignment**

This is access support for Cloud deployments and governed agent
identities. Bot creation, scheduling, scoring, and reports are separate
work. The maintainer requested this implementation.

## What Changed

- Reuse existing public identity reads and managed private-key
injection. Reject unprovisioned keys, paused agents, ended runs, legacy
signatures, and wrong instances.
- Mount `/api/customer-success/v1` before actor/session synchronization.
Verify Cloud permits and consume them centrally before reading.
- Add explicit company-scoped database readers and bounded instruction,
skill snapshot, run log, workspace, and asset reads. Preserve existing
redactions and file protections.
- Add protocol, security, database immutability, and managed-agent
qualification tests. Add deployment and rollback documentation.

## Verification

- Full `pnpm -r typecheck` and `pnpm build` passed. Server typecheck
passed after review fixes.
- The broad local `pnpm test:run` recorded 14,277 passes and four
failures in unchanged suites: two timeouts and two PR-metadata mock
assertions. All three affected suites passed on isolated reruns (36
tests). The complete CI matrix passes at the final head, including every
test lane, typecheck, build, runner checks, canary dry run, and the
security scan.
- Focused inspection, JWT, and existing identity tests pass. The catalog
test compares every public database table before and after reads.
- Inspection and route-contract tests: 22 passed. The coordinated test
runs a real managed process agent against separate home/customer
PostgreSQL databases and a PostgreSQL broker over HTTP. It proves wake
through the existing controller, bounded binary file reads, single
challenge consumption across replicas, concurrent grants with a
two-connection pool, scoped SQL audits, append-only runtime auditing,
one-year retention, and unchanged tenant data/files.
- Run the coordinated test with `PAPERCLIP_INSPECTION_CLOUD_DIST`
pointing at the sibling Cloud build. Normal unit runs skip that optional
private integration.
- Final-head Greptile is 5/5 with no unresolved findings.
- No production deployment or customer inspection occurred.

## Risks

- This adds an authentication boundary. Keep both feature flags disabled
until coordinated staging and canary qualification.
- Cloud support must deploy after this API. Unsupported tenants fail
closed. There is no owner-login or database fallback.
- Existing redactions remain the content boundary. Arbitrary pasted
secrets in readable prose or files may remain.
- Remote files and suppressed provider traces remain unavailable. Wake
can cause normal startup/background writes; test those separately.
- Disable Cloud policy first during rollback. Preserve existing identity
material and Cloud audit history.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, code execution, and browser
testing. The session does not expose a more specific deployment ID or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 21:38:15 -05:00
DottaandPaperclip 88dddb8298 feat(dot): add a saved experimental setting with prerequisites
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 21:37:33 -05:00
DottaandPaperclip 3023aa2f61 Merge current master and preserve dedicated Dot agent gateway
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 21:24:43 -05:00
DottaandPaperclip a6306ba606 feat(runner): consolidate Cursor production integration (#15075)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native Runner keeps provider sessions under company authority,
approvals, budgets and durable recovery.
> - Cursor work was spread across candidate branches. The published
branch lacked later plan, permission and cleanup fixes.
> - Production also needs public installation and matching runtime
assets for local and Daytona execution.
> - This pull request consolidates Cursor onto current mainline recovery
behavior and completes that installation path.
> - The installed v11 release passed focused local and Daytona
qualification after the generic mode and lifecycle cleanup. The later
model-selection correction and current mainline merge produce v14
artifacts that need matching release qualification.
> - Cursor admission is enabled in source; publish only an artifact
combination with matching qualification. Native AskQuestion and complete
per-run dollar accounting remain excluded.

## Linked Issues or Issue Description

Refs: #14435, #14631, #14669, #14699, #14724.

This completes the Cursor implementation by @cryppadotta from combined
source `22c78242a4e0c2369fecf0c2dc4e7600fbad6706`. It preserves newer
mainline recovery, completion and warm-directory behavior. Pi and
Copilot remain gated.

## What Changed

- Generate named Rust and TypeScript ACPX release profiles from one
manifest. Share runtime pins with packaging and server verification.
Preserve vendor runtime versions; bind the updated ACPX patch to Cursor
profile v14 and reject stale generated declarations at build/typecheck.
- Remove ACPX model allowlists, including the former Codex and Pi
restrictions and the duplicate developer test-drive gate. Send any
explicit model ID unchanged to its provider and verify the effective
selection before prompting. The bundled ACPX package forwards unlisted
IDs, rejects mismatched acknowledgements, and restores the exact
selection after session load. It does not expand Cursor model aliases.
Provider rejection, mismatch, or missing model controls fails without a
fallback. Model examples live in evaluation fixtures, outside runtime
declarations.

- Add pinned Cursor execution, contained instructions, exact model
verification and Agent/Plan/Ask modes.
- Carry an opaque generic `mode` identifier in shared native execution,
sidecar, Rust and recovery contracts. The provider adapter owns
supported modes, defaults, native translation and acknowledgement.
- Keep native RPC recognition, accepted-plan interpretation and
permission evidence behind provider adapters. Shared settlement and
recovery verify normalized facts and their committed evidence.
- Replace the Cursor-only warm-attachment branch with a runner-owned
capability. Only Cursor opts into it. Move profile compatibility and
optional usage parsing into provider metadata and adapters.
- Write generic plan-wait receipts. Read exact historical Cursor
receipts through a separate compatibility decoder. Reject mixed formats
and preserve existing authority checks.
- Carry native plans, semantic questions, todos, child activity,
permission identities and partial usage diagnostics through the Runner.
- Preserve durable response delivery, cancellation, warm ownership and
process retirement.
- Finish accepted planning runs successfully. Keep their tasks open for
explicit direction. Acceptance does not start implementation.
- Ship `paperclipai runtime setup cursor` and its provisioner through
the public package. npm installation does not download Cursor. Setup
uses the OS account's closure-keyed cache so system-wide npm packages
can remain read-only. Run it as the Paperclip service account.
- Include Cursor in normal provider packs and Daytona images for macOS
ARM64/x64 and Linux x64.
- Reject stale release packs by source revision and current ACPX/Cursor
pins before assembly writes files. Verify current Cursor
version/profile/closure again at runtime.
- Ship all three daemon targets and the expected Linux image-pack
identity. A macOS controller uses its packaged Linux daemon for Daytona.
Image mismatches fail before provider launch.
- Use the vendored Runner boundary for installed readiness probes.
Verify the actual installed Cursor probe.
- Verify compiled public Daytona plugins and their release versions in
installed smokes.
- Record exact artifacts, the acceptance matrix, retained failures,
supported capabilities and rollback behavior in the [readiness
report](https://github.com/paperclipai/paperclip/blob/codex/cursor-production-readiness/doc/plans/2026-10-03-cursor-production-readiness.md).

## Verification

- Current head `f7ec5cc1f0e30c62a829c016ff2013a2a9d79037` merges
mainline `faa8e452c73bae5e044dd6379179a00106abb131`. It keeps Cursor
plan and cancellation guards alongside mainline historical-question
filtering. The evaluation catalog includes both Cursor and expanded
adapter accounting cases (683 total). Recursive typecheck, full build,
696 lifecycle/recovery tests, 45 fixture tests and fixture typecheck
passed. Current-head CI passed: 56 successful checks, one neutral and
four skipped. [Complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37557996535).
The fresh Base Greptile review is 5/5 on this exact head, with 304 files
reviewed, zero new comments and zero unresolved threads. The user
authorized overriding the CODEOWNER review gate after checks passed; no
failing checks are overridden. Prior results below retain their own head
identities.
- Corrective head `3d2b168366258036f6b6a6fccb382c49138cc601` fixes the
post-merge Apex finding. Automatic-review and new-evidence
reconciliation preserve pending child results and recheck delivery under
the status lock before completing. Account repair now excludes unrelated
secret consumers and requires the failed agent's identity. Regression
coverage includes the commit race, delivery statuses,
current-run/current-intent exclusions, repeated reconciliation, both
database reconciliation paths, and credential consumer boundaries. All
184 affected tests, server typecheck and server build passed.
Current-head Base Greptile review is 5/5, with 304 files reviewed, zero
new comments and zero unresolved threads. Current-head CI passed: 56
successful checks, one neutral and four skipped. [Complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37535994724).
This Base review is distinct from the earlier Apex review.
- Merge head `5957c257a` reconciles mainline `b508a05c4`. It preserves
both accepted-plan waits and pending-child-completion checks, current
provider selectors, task-creation response identities, and mainline ACPX
missing-file handling. The combined patch is bound to Cursor profile
v14; historical records keep their original identities.
- Merge head `5957c257a` passed recursive typecheck, full build, 43
installed ACPX/package contracts, 107 provider UI and plan/recovery
tests, 593 database-backed lifecycle tests, 49 profile/native contract
tests, 45 Product E2E fixture tests, fixture typecheck, token gates,
three provider-free browser task-creation cases, and Runner
conformance/replay checks. Its complete CI passed (55 successful checks,
one neutral and four skipped), while Apex returned 2/5 with a
child-delivery finding addressed below.
- The local full-suite attempt again failed the unchanged Git streaming
test (360-second timeout) and was stopped. The concurrent local Rust
attempt failed four unchanged Codex process/deadline tests; all four
passed serially without code changes in 7.29 seconds after removing the
competing test load. These failed commands are retained and are not
reported as full-suite passes; the fresh Linux CI runs are tracked
separately.
- The previous head `907bdb2a2778c7ffeb4a662a91460c9d1ddfc9c5` earned
Apex 5/5 with zero comments after fixing all three findings: per-user
install cache, stale release-pack rejection, and public Linux smoke
account/home handling. Its real built installer passed from read-only
public packages on macOS ARM64 and Linux x64. All 137 release-registry
checks and 64 ACPX package contracts passed. That review does not cover
this mainline reconciliation.
- Prior `beadd3654` passed the full CI matrix; its one unchanged chat
test failure and successful single retry remain in the [CI
history](https://github.com/paperclipai/paperclip/actions/runs/37521449327).
Historical results below remain attributed to their original builds.

- Fixture follow-up `dd59d7e82b103a88b7cbd7d2c38b612c0fbbff7a` removes
provider-specific model choices from generic offline ACPX tests. The
fake sidecar preserves the model and session identity selected at open
through suspension. Affected verification passed: 106 Rust tests and 73
TypeScript tests. This commit changes test code only; the
production-code checks below retain their recorded identities. Its CI
and Greptile review later passed; those results belong to that
historical head.
- Model-selection cleanup `9a070808b48960a41fdfd369ae0636b95af82459`:
252 focused Runner tests passed (six platform skips), covering all six
ACPX agents, native model acknowledgement, rejected selections,
installation integrity and recovery identity. The merged branch passed
recursive typecheck, full build, token gates, server admission (19
tests), and the Product E2E catalog (45 tests). The acceptance catalog
passed all four tests. The full Rust suite passed: 643 tests, 2 ignored.
It verifies sidecar acknowledgement of unlisted models and rejection of
model mismatches. The final commits only update Rust tests; production
sources match the verified build at
`65ec3279ac50185e3cda109b5cfd9b4f56105de0`. No new paid provider calls
were made.
- The merge preserves both Cursor and the new mainline public-MCP
fixture cases. Auto-merge remains disabled; the latest follow-up status
is recorded above. The local `pnpm test:run` attempt hit the unchanged
Git streaming test's 300-second timeout and was interrupted before
merging mainline. The broad Runner attempt found obsolete single-model
assertions plus three macOS fixture-path failures caused by a
`/private/tmp` override. The assertions are corrected; affected
TypeScript checks passed with the standard macOS temporary directory,
and the complete Rust suite passed. Neither interrupted command is a
full-suite pass.
- Earlier declaration-cleanup head `6f4a5e9e2` passed recursive
typecheck, build, Rust and focused tests. Its CI later exposed a test
expecting duplicated Grok digest literals. The current source fixes that
assertion to compare launcher bytes with the shared manifest. Historical
successes and failed attempts are retained; no new live provider
qualification is claimed.
- Previous head `e75fde6098b0ddd8cec765bfb6ecaeecb88a26a6` passed
complete CI (56 successful checks, one neutral, four skipped) and
Greptile 5/5. [Historical complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37489112305).
Those results are not claimed for the cleanup head.
- Frozen live application: `d7b696f9b8f79095233e9e3d56d23e6a6018dd48`.
Public package version: `0.0.0-cursor-verify.3d0c9b7761c6`. The
declaration cleanup preserves release pins and does not relabel that
tested artifact as a build of the new source. Mainline through
`e34abee670` was reconciled while preserving accepted-plan waits,
provider-capacity handling, and both Cursor and public-MCP fixtures.
- Clean normal installation, explicit Cursor setup and daemon resolution
passed on macOS ARM64, macOS x64 under Rosetta, and Linux x64. npm
lifecycle hooks ran without silently downloading Cursor.
- Historical v11 live matrix: **18/18 passed with cleanup** (nine local,
nine Daytona) after the generic mode and lifecycle cleanup. The campaign
has 23 attempts; all five failures and their diagnoses remain recorded.
Exact case identities, hashes and limits are in the readiness report.
All provider calls are real, use the explicit Luna model and
company-bound credentials, and run without qualification or
runtime-asset overrides.
- The immutable Daytona image is
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:d6259b6bba094702c13fc2283bd85550849c1c53145b656fb2746778f9fa1747`.
The public Daytona plugin is installed independently and its version is
checked.
- Recursive typecheck, full build, token gates and Runner
contract/conformance/replay checks passed on the frozen application. Its
complete Linux CI suite passed. The duplicate local full-suite command
was incomplete after timing failures; affected repeats passed, but that
command is not reported as a clean pass.
- Qualification fixtures passed typecheck, 1,675 Vitest tests (one
skip), 128 Node checks, three provider-free browser tests, and 150
focused lifecycle tests after the final diagnostic correction. The
affected legacy Cursor command file also passed all five tests after
removing its shorter 10-second override; it now inherits the suite’s
standard 15-second timeout. Greptile is 5/5 on `e75fde609` with no
unresolved review threads. CI results above are recorded separately from
historical build results.

## Risks

- Cursor v14 includes the updated ACPX dependency patch and release
identity. The v11 live matrix and image below remain historical
evidence. They do not certify new v14 package/image artifacts.

- ACPX accepts models beyond the qualification fixtures. Availability
and entitlement depend on the provider. Successful configuration is not
a claim of live qualification for every model.
- Shared mode is an opaque identifier. Provider adapters own its
meaning. Incompatible historical sessions remain fenced; exact committed
plan waits and task history remain inspectable.
- Native AskQuestion is excluded. Paperclip semantic questions are
supported. Authoritative per-run dollar accounting is unavailable;
partial counters remain diagnostics and unknown cost is not zero.
- Image input, detailed native diffs, deeper child transcripts and
native plan-file export remain follow-ups.
- macOS x64 has clean-install and daemon-startup proof under Rosetta,
not a separate live campaign on Intel hardware.
- Release only the tested package/image combination. Merging this PR
does not publish npm packages or deploy that image. Later builds need
their own release verification. Rollback disables new Cursor admission
while preserving records and recovery inspection.
- A model can fail an exact instruction: one cancelled-plan attempt
returned the wrong summary marker despite correct cancellation. The
unchanged repeat passed; both results remain in the report.

> ROADMAP.md was checked. This completes existing native Runner/Cursor
work; it does not add an independent core feature proposal.

## Model Used

OpenAI Codex, GPT-6. The exact serving variant and context window are
not exposed in this session. The agent used reasoning, repository
inspection, code execution, protocol tests and browser-backed Product
E2E tools. Cursor acceptance uses the explicit
`gpt-5.6-luna[context=272k,reasoning=medium,fast=false]` model. That is
the evaluated provider model.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — affected suites passed;
full CI and the retained local failed attempts are recorded separately
above.
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green — 56 successful checks, one
neutral and four skipped on `f7ec5cc1f0e30c62a829c016ff2013a2a9d79037`
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
fresh Base review passed on `f7ec5cc1f0e30c62a829c016ff2013a2a9d79037`;
zero new comments and no unresolved threads. The earlier Apex finding
remains fixed.
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:48:15 -05:00
DottaandPaperclip faa8e452c7 fix(tasks): stop repeated reminders for historical questions (#15392)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task questions remain saved so a person can answer them later.
> - The composer moves an old question into history after a newer human
message.
> - Native completion still treated every pending question as a required
response.
> - This caused agents to demand an old answer after the person moved
work forward.
> - This pull request shares the historical-question rule across context
and task execution.
> - Agents can finish verified work while the original question remains
answerable.

## Linked Issues or Issue Description

Refs #15229, Refs #14613, Refs #13130.

**What happened?**

An agent repeatedly asked a person to answer a question that had moved
into feed history. Completion feedback explicitly told the agent to
request a response. The saved pending row also blocked task completion.

**Expected behavior**

A question before newer human direction remains answerable in the feed.
Its pending state alone must not require another reminder or stop
completed work. A new input blocker, an approval, or a configured review
stage must keep its gate.

**Steps to reproduce**

1. Let a task agent create an ordinary question.
2. Dismiss the question and send a newer task message.
3. Let the agent finish the requested work and submit its completion
report.
4. Observe a demand to answer the old question and a retained completion
gate.

## What Changed

- Add one company-scoped predicate for historical questions. Only later
human comments count. Exclude agent attribution, run attribution, system
notices, and untrusted source data.
- Apply the predicate to completion feedback, native waits,
finalization, commit validation, retry validation, blocked routing, and
successful-run handoff.
- Include question classification and guidance in heartbeat context and
both native task-context tools. Add the guidance to fresh and resumed
task prompts.
- Replace automatic reminders for current ordinary questions with
instructions to assess the real blocker, continue independent work, and
withdraw obsolete questions through the existing API.
- Preserve historical question rows during completion while cancelling
their live native source runs through the existing post-commit and
recovery paths. Let an authorized human answer them after completion
without reopening work or creating a response wake. Preserve
cancellation, current-input, approval, permission, credential,
connection, and review gates. Add no dismissal storage or migration.
- Document the rule in the execution contract and agent skill. Refresh
generated capability source anchors. Add database-backed status,
context, attribution, and governance regression tests.

## Verification

- `pnpm build` passed. The server rebuild also passed after the
lifecycle fix. Generated capability contract and inventory checks passed
after the agent documentation update.
- `pnpm -r typecheck` passed. Final `pnpm --filter @paperclipai/server
exec tsc --noEmit` also passed after the last test additions.
- Lifecycle and interaction regressions passed: 224 tests in 3 suites.
Context and prompt tests also passed. Final historical-question cases
passed (33 tests), native cancellation/recovery cases passed (6 tests),
and the existing interaction/confirmation suites passed (72 tests). The
full local `pnpm test:run` was attempted and stopped after more than two
hours with unrelated fixture/hook timeout failures; it did not pass. All
52 successful GitHub checks are green on the latest commit, including
the complete test matrix; no checks are pending or failing. Greptile is
5/5 and both review threads are resolved.
- Regression cases cover the old-question/new-human-message sequence,
final task status, answering after completion with no wake, live-run
cancellation and crash recovery, current input blockers, both
task-context tools, API context, timestamp precision, attribution
boundaries, and protected gates.

## Risks

- A later human task message makes an earlier ordinary question
historical even if its input is still missing. The agent must identify
the current blocker and ask only for information that still prevents
work.
- Browser dismissal remains a local preference. Dismissal without a
later human message is not recorded by this change.
- No schema change or data migration. Completion retains ordinary
historical questions; cancellation still expires them. A completed task
accepts historical answers only from an authorized human and creates no
response-delivery outbox row. Governed requests retain their gates.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:33:13 -05:00
DottaandPaperclip 2d0c138122 Expand direct assistant MCP tools for work and configuration (#15380)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - The existing assistant connection can read work and create tasks or
comments.
> - It cannot edit tasks, exchange files, or manage normal agent and
project settings.
> - These operations must retain the person's permissions and
Paperclip's execution rules.
> - This pull request adds an explicit operation registry and separately
consented configuration access.
> - Assistants can manage work without receiving credentials or runner
authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: assistant MCP, domain routes, consent UI, storage, and
Product E2E.

**Problem or motivation**

A connected assistant cannot update tasks, maintain documents, attach
files, or configure existing agents, projects, and skills. Users must
leave the assistant for these routine actions.

**Proposed solution**

Add named tools and a restricted API registry to direct connections.
Require separate configuration consent. Reuse domain routes and retry
receipts. File uploads save the attachment when the byte transfer
succeeds.

**Alternatives considered**

Arbitrary REST forwarding would expose administration and credential
operations. Runner impersonation would bypass execution ownership.
Separate upload completion calls add unnecessary client state.

**Roadmap alignment**

Checked ROADMAP.md and related MCP pull requests. This extends the
human-authorized connection from #14933. It does not replace the runner
or introduce agent impersonation.

Companion Cloud routing and directory isolation:
https://github.com/paperclipai/paperclip-cloud/pull/678.

## What Changed

- Add task editing, finish/block, documents/revisions, deliverables,
agent settings/instructions, projects/repositories, and skills/files.
- Add an allowlisted API search/call registry with identical field
restrictions, scopes, and retry identities.
- Add unchecked configuration consent. Existing write grants retain
their current authority.
- Add hashed, expiring file transfer tickets and atomic upload receipts.
No completion call is required.
- Preserve company boundaries, human attribution, active native
execution ownership, and execution review gates.
- Add protocol/domain tests, consent stories, and eight paid Product E2E
workflows.
- Repair two CI fixture races: await cold route setup before assertions,
and wait for asynchronously loaded connection copy. Both fixture suites
pass (24 + 48 tests).

## Verification

- Consent revision: one write-access checkbox controls requested work
and configuration permissions in browser and device flows. All 16
consent tests, UI typecheck/build and token gates pass. Updated
interactive stories cover default approval, opt-out and viewer
restrictions. The paid browser helper uses the new exact label. Real
GPT-5.4 Mini Product E2E passes 2/2 at
`64f96373118eb190f8cba1c2ab17cb979555f3ad` (configuration + permission
denial), campaign `local-2026-10-07T00-51-14-337Z`, no automatic
retries, cleanup passed; $0.04149375 estimated assistant cost plus
unpriced worker usage. Raw results, usage and source fingerprints are
retained in the worktree. UI and Product E2E typechecks pass.

- Prior head `2f246d4b74f1f98c75ebcb37ae6753a748237fac`: all 52 checks
pass; two optional Storybook checks skip. Greptile 5/5 on that head, no
unresolved review threads. Final consent head
`64f96373118eb190f8cba1c2ab17cb979555f3ad` also has all checks passing
and Greptile 5/5 with no unresolved threads. The unchanged Cursor
sandbox test had one 10-second timeout, passed in local isolation, and
passed its single CI rerun; the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37554106934).
The existing chat retry-denial browser test had one visibility failure;
its single rerun passes, and the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37542735691).

- Full workspace `pnpm -r typecheck` and `pnpm build` pass at final
runtime source `b2196fae1`. UI token gates pass.
- 139 MCP/OAuth/transfer/privacy tests and 76 grader calibration tests
pass, including one-connection PostgreSQL OAuth and concurrent upload
retries.
- Paid Product E2E: all eight expanded cases qualified across Mini,
Haiku and Sonnet. A merged-source repeat passed 23/24; one Haiku cell
timed out before application startup. Final affected-case qualification
passes 9/9 on all three models with grader v16, including the failed
cell. Automatic retries disabled; failures, costs, source hashes and
independent durable-state/file assertions are retained in [the
verification
record](doc/plans/2026-10-06-expanded-assistant-mcp-verification.md).
- Actual Codex CLI, Claude Code and OpenCode clients completed local
reads/mutations. Codex wrote a report, Claude updated it in a later
conversation, and OpenCode uploaded/downloaded a file with matching
SHA-256 and registered the attachment. Revoking the CLI grant rejects
subsequent bridge initialization.
- Butter staging is verified on final runtime `b2196fae1`
([deployment](https://github.com/paperclipai/paperclip-cloud/actions/runs/37538432138)).
A fresh OpenCode workspace fetched the copied invitation, configured
remote MCP, started OAuth and reached real consent with configuration
unchecked. Invalid transfer tickets return 403 through Cloud. Human
approval for the new persistent staging grant is pending; hosted
task/file success is not yet claimed. The final transaction fix is
deployed.
- Full local `pnpm test:run` passed 15,614 general-server tests but
stopped on two macOS timeouts. The heartbeat test passed in isolation;
the existing 40,000-file Git stress fixture timed out again. Its Linux
CI lane passes. Later local full-suite phases did not run after the
timeout; this is not an all-green local full-suite claim.
- Instructions and security limits are in `doc/public-mcp.md`; the saved
plan is `doc/plans/2026-10-06-expanded-assistant-mcp-tools.md`.

## Risks

- This expands the experimental direct MCP surface. Explicit schemas and
domain permissions must stay synchronized.
- Migration 0311 adds transfer tickets and upload receipts. Expired
orphan cleanup must not remove committed attachments.
- Configuration requires a new consent request containing that scope;
the single write-access choice controls it alongside work mutations.
Refreshing an old grant does not add it.
- The public directory keeps its original ten tools through the
companion Cloud change.
- Hosted consent/work proof remains the final delivery gate. The PR
stays draft while approval of the new staging grant is pending; code
checks and review are green. Merging is a separate action.

## Model Used

OpenAI Codex (GPT-6, tool use and code execution). The exact serving
model ID and context window are not exposed in this session. Paid
evaluation models: gpt-5.4-mini, claude-haiku-4-5-20251001;
claude-sonnet-4-6.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:29:58 -05:00
Devin FoleyandPaperclip 892b0b3606 fix: scope quota reports to authorized subscription accounts (#14994)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 18:20:37 -07:00
DottaandPaperclip 5201456bfc Fix Dot reconnect, disconnect, and pairing recovery
Wake the existing assignment after verified reconnection, fence and cancel matching agent work on OAuth revocation and replay, and restore durable pairing references into reopened forms. Synchronize protocol fixtures and board-only OpenAPI coverage with the merged gateway.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 19:48:44 -05:00
DottaandPaperclip 1be3f69703 Merge master and reconcile Dot with the released MCP gateway
Reuse scoped browser and device consent, verified client metadata, signed event admissions and warm-standby gates. Preserve the dedicated agent resource and Runner authority. Regenerate the Dot-only migration after the merged gateway history and cover issuer, company, viewer and token isolation.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 17:47:24 -05:00
DottaandPaperclip b508a05c43 feat: add internal agent complaints and suggestions (#15367)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use legacy skills or native runner tools to work on tasks.
> - Those agents can encounter friction that does not belong in the task
thread.
> - A complaint should preserve the raw reaction. A suggestion should
describe an improvement.
> - This pull request adds attributed local storage and both submission
paths.
> - Agents can submit feedback once and continue their primary work.

## Linked Issues or Issue Description

**Subsystem affected**

Server, database, shared contracts, runtime skills, and native runner
tools.

**Problem or motivation**

Agents have no default internal channel for incidental complaints and
suggestions. Sending this feedback through task comments adds noise and
can alter task workflows.

**Proposed solution**

Store free-form feedback in the current instance database. Derive agent,
run, company, and task attribution from active authority. Provide
default legacy skills and provider-neutral native actions. Keep the
instructions close to Warp's MIT-licensed originals.

**Alternatives considered**

Task comments and external Slack delivery add unwanted side effects.
Mandatory suggestion fields and short editorial limits would discard
useful feedback. This release has no listing API, UI, read tool,
automatic triage, or external forwarding.

**Roadmap alignment**

This is a maintainer-requested addition to the existing runtime skills
and runner tool paths. It does not duplicate a listed roadmap milestone.
Searches for complaint tooling, suggestion-box, and agent commentary
found no overlapping public PR or issue.

## What Changed

- Add the company-scoped `agent_commentary` table, shared validation,
and idempotent migration `0310`.
- Add one transactional service and the agent-only POST route. Validate
active authority before writes or replay. Redact known credentials.
Commit a content-free audit with each new record.
- Add `submit_complaint` and `submit_suggestion` to standard, ask, and
planning modes. Keep review, revocation, and completion restrictions.
Store replay identity on the commentary row.
- Mount `complain` and `suggestion-box` by default for legacy agents.
Bundle a dependency-free Node.js stdin helper in the operational skill
and allow its POST through the sandbox bridge.
- Preserve Warp's complaint voice and suggestion guidance, with
attribution and local transport adaptations. Keep source attribution and
MIT notices in each skill's LICENSE, outside runtime instructions.
- Document custom-runtime HTTP use and database inspection. Add
real-database tests and a repeatable live Codex smoke for local and
Daytona execution.
- Pin the lagging-source migration fixture before the identity-repair
migration so later migrations preserve its regression coverage.

## Verification

- Personally ran real Codex submissions in all four environments on
2026-10-06. Local runs passed at 20:35 UTC. Daytona native passed at
20:31 UTC; Daytona legacy passed at 20:33 UTC. Each stored exactly two
rows with company, agent, run, and task attribution, wrote the
continuation marker, exited zero, created no task comments, and left
task status unchanged. Each recorded two content-free activity entries.
- Daytona used production provider hooks, real remote execution and file
transfer, the legacy queue callback bridge, and native private WebSocket
ingress. The current Linux runner was built from `abf47b595`, staged,
and verified against controller contracts. Both sandboxes were confirmed
deleted. This is a focused feedback transport smoke; it does not claim
full Runner E2E catalog or browser qualification.
- The immutable base image and Linux binary digest are recorded in [the
verification
documentation](https://github.com/paperclipai/paperclip/blob/codex/agent-commentary/doc/agent-commentary.md#verification).
The smoke script can save content-free JSON evidence. No credentials or
feedback bodies are in these reports.

| Environment | Runner | Complaint row | Suggestion row |
| --- | --- | --- | --- |
| local | legacy Codex | `59413a00-1de2-4bb1-bcc6-9c4b54c64aa6` |
`3db2364d-3e15-4f47-846f-875d3902999d` |
| local | native Codex | `5da22b5f-41df-4de5-8ba0-d9345ab01267` |
`2d5abe17-dd41-403c-a5ee-4729f2d58921` |
| daytona | legacy Codex | `27c9d0aa-8477-409f-9da0-e8ffa48dee50` |
`209681c9-d1e9-4ce1-999e-48fa07692389` |
| daytona | native Codex | `6eb001bb-4bcf-43f7-8717-f662f53dc7c3` |
`77c383d8-a997-49e5-a33e-25c70e15c0b2` |

- Run the local check with `node cli/node_modules/tsx/dist/cli.mjs
server/scripts/verify-agent-commentary-live.ts`. The documentation gives
the Daytona invocation. Both use disposable instance databases and
normal Codex provider usage.
- Repository `pnpm -r typecheck` and `pnpm build` passed after the test
extension. The build includes runner generation, contracts, and replay
checks. The smoke scripts also passed a separate TypeScript check. The
lagging-source migration regression passed. All equivalent current-head
Vitest CI shards passed. The local monolithic `pnpm test:run` invocation
was stopped after CI supplied that coverage; it did not complete
locally.
- Focused tests cover company isolation, spoofing, revoked credentials,
stale ownership, post-finish rejection, concurrent replay, conflicting
keys, atomic rollback, and deletion through existing services. Boundary
tests cover empty text, Unicode, text beyond 8,000 characters, and the
524,288-character ceiling without truncation. Mounting tests cover
Codex, Claude, and sandbox staging. Helper tests cover standalone Node
execution, stdin, invalid UTF-8, redirects, HTTP failure, and its
deadline. Privacy and bridge tests cover successful and rejected
requests.
- Instructions were compared with Warp's originals. MIT notices and
source credits live only in LICENSE files. Native tools preserve
truthful disclosure when asked, without routine announcements.
- [Full
CI](https://github.com/paperclipai/paperclip/actions/runs/37508559190)
and Greptile 5/5 passed on the earlier feature commit `5209c3501`. The
later head found the migration-fixture assumption fixed in this update.
On `8a4965164`, all 55 check contexts passed after one browser shard
rerun. Its initial reviewer signoff failure also passed an isolated
local browser run (1 test). Greptile scored that head 5/5 and identified
one smoke cleanup gap. `6ecbafb0b` fixes failed-acquisition cleanup with
four passing tests and a passing smoke-script typecheck. Fresh CI is
pending for this final test-only fix. No commentary production code
changed during verification.

## Risks

- Feedback is internally attributed. It is not anonymous. Existing
redaction removes known credentials, but agents must still omit
sensitive content. Normal provider transcripts can include their
submitted arguments.
- Default skill availability changes for existing legacy agents. Runtime
policy filtering still applies. The helper uses the existing Node.js
runtime with no extra dependencies; custom runtimes can call the HTTP
endpoint.
- Feedback is removed with its run, agent, or company. Task deletion
clears only the issue pointer. Normal database backups include the
table.
- The migration is additive and has no backfill. Writes serialize on the
active run for replay consistency. No server suggestion quota is
imposed.

## Model Used

OpenAI `gpt-6-astra` through Codex, with `xhigh` reasoning effort and a
reported 258,400-token context window. Capabilities used: repository
inspection, code execution, and live runtime verification. No subagents
were used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 16:14:06 -05:00
DottaandPaperclip 582911ba74 fix(access): give Operators default company editing permissions (#15377)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Human company members receive permission grants from their role
preset.
> - Human invitations use the Operator role by default.
> - The old Operator preset only granted task assignment, so ordinary
members could not edit agents or manage connections.
> - This pull request gives Operators company editing and audit access
while keeping join approval and member-permission management separate.
> - Members can configure their agents and accounts without an Owner
role.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The default permission grants for human Operators and the invitation
role description.

**Subsystem affected**

server/ permission presets and invitation authorization, plus ui/
invitation and tool access gates.

**Current behavior**

Operators receive only `tasks:assign` as an explicit default grant.
Agent configuration and managed account setup fail their permission
checks.

**Proposed behavior**

Operators receive agent creation/configuration, skills, environments,
invitations, task assignment, pipelines, connections, tool
management/use, and audit grants. The preset excludes `joins:approve`
and `users:manage_permissions`. Operators can invite Operators and
Viewers. Inviting a role with either excluded power requires that power,
so invitations cannot bypass the restriction.

**Reason and benefit**

Ordinary company members can edit company work and connect accounts
through the existing routes.

**Breaking changes**

The Operator preset grants more permissions. The existing startup and
Cloud sign-in seeding paths can insert these missing grants for existing
Operators. They retain custom grant scopes. Explicit invitation grants
still take precedence. Inviting Admins now requires join approval;
inviting Owners also requires member-permission management. This PR adds
no migration or new backfill path.

Related: #5945 describes missing role grants in another membership entry
point. This PR changes the preset and does not change that endpoint.

## What Changed

- Expanded the Operator preset to 14 company editing, invitation, tool,
and audit grants.
- Kept join approval and member-permission management out of the preset.
- Required those powers when an invitation's selected human role
includes them, preventing Operators from delegating the excluded powers
through Owner/Admin invitations.
- Updated the invitation role copy and the product specifications.
- Allowed active Operators (including legacy Member roles) through the
invite shortcut and advanced tool/profile UI gates. Kept inactive
memberships, Viewers, and other companies excluded; API grants remain
authoritative.
- Added tests for the default Operator grants, both excluded actions,
agent editing, company boundaries, and invitation role authorization.
- Simplified adapter-route test imports so authorization errors and the
error handler use one module graph; retained the upstream
mock-initialization fix.
- Kept Owner/Admin/Viewer presets and explicit invitation grants
unchanged. Added no EE code or database migration.

## Verification

- Permission and invitation tests: 38 passed across access service,
invitation defaults, and invitation creation routes.
- UI access tests: 61 passed across invitation shortcuts, Operator
tool/profile access, and invitation UI.
- Adapter route tests: 15 passed after resolving the upstream test setup
conflict.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`:
passed on the final branch.
- The initial local `pnpm test:run` general-server batch reported three
tool-access failures and eight upload-helper timeouts. Both complete
affected suites passed in isolation on the final branch: 403 tests. The
initial full local run was not green.
- Both complete tool-access and adapter route suites also passed on an
untouched snapshot of base `88ff98b83`: 387 tests. The earlier tool
failures did not reproduce there.
- [All CI gates
passed](https://github.com/paperclipai/paperclip/actions/runs/37527422346)
for `068be153b9c2a064f2aaccc0627fdf458e73747e`, including the previously
failing serialized adapter lane, general tests, E2E, typecheck, build,
Runner checks, and canary dry run.
- Greptile scored that exact commit 5/5. Superagent passed. Both
invitation review threads are resolved.

## Risks

- Operators gain broad company editing and invitation access by design.
- Existing default seeding can add the new missing grants during startup
or Cloud sign-in. It does not replace existing scopes.
- Company boundaries and the two excluded permission checks still apply.
- An Admin without member-permission management can no longer invite an
Owner. Operators retain invitation access for Operator/Viewer roles and
agent-only invites.
- This PR changes company permissions. Cloud workspace invitation rules
remain separate.

## Model Used

OpenAI Codex, GPT-6. The exact deployment model ID and context window
were not exposed in this session. Used repository inspection, code
editing, shell execution, and test tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 15:55:38 -05:00
DottaandPaperclip 2ca0d26a99 fix(connections): recover missing personal AI credentials in chat (#15376)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 15:36:01 -05:00
DottaandPaperclip a590ab769d Give managed agents persistent cryptographic identities (#15352)
Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence.

Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 13:57:03 -05:00
DottaandPaperclip 9f7057e122 feat(connections): configure custom model providers across agent harnesses (#14970)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use a harness, a model, and a credential to run tasks.
> - Connections already store credentials and control who can use them.
> - Custom providers also need an endpoint and a supported API format.
> - A per-agent endpoint would duplicate credentials and access rules.
> - This pull request stores routing on the connection and projects it
into the harness.
> - Isolated credentials and protocol checks keep the selected
connection authoritative.

## Linked Issues or Issue Description

Refs #37, #13083, #14104, #14565, #12692.

#14016 is a reference only. This PR has its own schema, vault
persistence, routing validation, runtime projection, and tests. None of
the five commits in #14016 is an ancestor of this branch. We do not
depend on or plan to merge it. #14967 addresses task-pinned account
pools. #14422 addresses another provider integration.

This is the first of two linked PRs. Merge this connection change before
#15341, which refines agent setup and adds the qualification harness.
The split keeps each review below 100 changed files. Provider catalog
entries have usable setup forms in this PR. Local browser subscription
sign-in is included.

## What Changed

- Store non-secret routing metadata on AI connections. Vault provider
API keys, including Bedrock bearer API keys. Reject general AWS access
keys.
- Enforce company, owner, human audience, agent access, connection
status, and protocol checks before resolving credentials. Keep reconnect
destinations immutable and retain connection identity during key
rotation.
- Project OpenRouter and compatible custom endpoints into Codex, Claude,
OpenCode, and local Hermes. Carry these settings through both legacy and
native runner transports. Clear conflicting host credentials and redact
keys from diagnostics.
- Preserve older OpenRouter accounts and native personal defaults. Add
Google API-key accounts and migration `0306` for the two
provider-default constraints.
- Run local Claude and Codex subscription sign-in behind the existing
browser sign-in card. Use private attempt homes and owner-bound
completion instead of a copied terminal command.
- Seed isolated Gemini authentication and preserve OpenCode workspace
permissions. Keep the selected connection authoritative. The independent
Gemini and Grok workflow fixes are in #15341.
- Keep native OpenCode custom gateway keys in a runner-owned
selected-model proxy; the harness config contains only a session-scoped
capability. Honor runtime outgoing proxy and certificate settings.
Preserve streamed responses and revoke the proxy on close or startup
failure.
- Allow ordinary members to connect native personal accounts before an
agent exists.
- Repair routed accounts from task cards using the saved provider
destination, protocol, model aliases, and connection identity.
- Add provider catalog definitions, model discovery, pinned logos, and
complete native and routed setup forms. Allow a personal routed
connection before a new agent exists. Keep endpoint authentication keys
out of Hermes terminal children.
- Recover cancelled or restarted browser sign-in with a clear restart
action. Support no-auth endpoints without a vault credential. Add
isolation and recovery regressions and runtime documentation.

## Verification

- Updated with `origin/master` at `22a3ea341`. Migration `0306` follows
the new master migration and passes migration and snapshot checks.
- The integrated connection regressions passed 152 tests and 50 native
OpenCode driver tests, including key-free child-shell configuration
reads, authenticated/no-auth forwarding, streaming, model/path
restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass.
Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34
executable also completed a turn through the proxy against a local
synthetic provider; the reusable key was absent from its config. A
second real-executable smoke passed with an HTTPS CONNECT proxy and
runtime-specific synthetic certificate trust. Certificate-file and
certificate-directory regressions pass.
- Task-card repair passed 48 tests, including OpenRouter, Bedrock, and
custom gateway reconnect cases. UI typecheck and token gates passed.
- The prior core regression set passed 133 tests across new-agent setup,
provider forms, browser sign-in, routing projection, and connection
authorization. Token gates and UI typecheck passed.
- Full workspace typecheck and production build passed again after the
latest integration and credential-proxy fix. The merged deterministic
runner E2E suite passed 1,400 Vitest tests and 128 Node tests.
- Full workspace typecheck passed on the prior linked combined
implementation. Production build, Storybook build, 1,316 browser-harness
Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the
latest master integration and regenerated migration. This exact head
passed 54 remote checks with four expected skips and Greptile 5/5; no
review threads remain open. An unchanged server fixture had a random
six-character issue-prefix collision on its first attempt. All 245 tests
passed locally and the single CI retry passed.
- A provider-free terminal check used the cited supported Hermes source
and dummy keys. Gateway and OpenRouter terminal children could not read
the selected key.
- The broad local Vitest attempt passed 15,442 tests but was not green.
It had an embedded-Postgres startup failure, an HTTP logger timeout, an
origin socket error, and a browser cancellation wait timeout. The
cancellation wait was corrected. The relevant connection tests and the
full origin test file passed separately. Latest-head CI must pass before
merge.
- Prior credential-backed acceptance exercised task creation, tool use,
artifact delivery, completion, and context-dependent follow-up. Claude
legacy and native runners passed Bedrock with `us-east-1` and
`us.anthropic.claude-sonnet-4-6`.
- Historical local qualification retained 43 passing API/gateway cells
out of 46. Those attempts span earlier builds. They do not qualify this
exact commit or staging. All subscription combinations and staging
remain unqualified.
- Verify native subscription and API-key setup. Connect a regular
provider catalog row. Verify an incompatible harness and a changed
reconnect URL are rejected. Use #15341 for the complete browser
campaign.

## Risks

- Migration `0306` changes two check constraints. It preserves rows and
is safe to reapply. It takes normal constraint-change locks.
- Credential projection touches several harnesses. CLI upgrades can
change provider configuration and session behavior.
- The native OpenCode proxy adds a loopback hop, pins requests to the
selected model, limits request bodies to 16 MiB, rejects redirects, and
expires at session close. It prevents reusable keys in the child
configuration; it is not an OS isolation boundary against a process
debugger running as the same user.
- Custom endpoints must be reachable from the agent environment. Saving
a connection does not prove connectivity. Bedrock keys require rotation
before expiry.
- Gemini CLI 0.58.0 has an upstream ACP new-file error conversion
defect. Provider overloads and an unresolved follow-up timeout also
affect live Gemini qualification. We have not patched the installed CLI
or marked those cases as passing.
- OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore,
Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS
identity, arbitrary auth headers, and custom routing for other harnesses
are excluded.
- These PRs do not establish production or staging qualification for
every provider and login method.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact deployment model ID and
context window size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 13:29:03 -05:00
DottaandPaperclip 22a3ea3414 Invite assistants from Connections with scoped browser and device consent (#14933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Public MCP lets people use their organization from an external
assistant.
> - Operators need a visible control for this experimental access.
> - Hosted users should select an organization once and then approve its
permissions.
> - This pull request adds the setting, invitation-first setup, and
browser or device consent.
> - Connections provides a copyable invitation with public instructions
that grant no access.
> - Users reach browser consent from their assistant and return to
inspect or revoke access.

## Linked Issues or Issue Description

Builds on merged foundation #14846. This PR now targets master. Related
settings convention: #13905.

**Current behavior**

The preview uses an environment variable to enable MCP. Hosted consent
repeats organization selection. Assistant access has no entry in
Connections, so users must already know the endpoint and how to reach
consent.

**Proposed behavior**

An administrator enables Settings → Experimental → Assistant connections
(MCP). A hosted connection shows the selected organization and its icon,
then asks for permissions. Requested write access starts checked when
the user’s role permits it; the user can opt out before connecting.
Direct instance connections show an organization picker with the first
available organization selected. The selection stays fixed across
refetches and still requires an explicit Connect action. Connections
includes Assistant Connection (MCP). Its setup page explains the
canonical endpoint, client configuration, browser authentication, and
connected access. It connects as the current person and does not select
or impersonate an agent.

**Reason and benefit**

Operators manage access with the other experiments. Users select one
organization, and both the UI and server enforce that choice.

**Breaking changes**

The old enable variable has no effect. Preview operators must enable the
setting once. Apply the additive consent-request migration before
deploying the tenant, then deploy the compatible Cloud broker. Existing
direct requests and grants keep their behavior.

## What Changed

- Simplify OAuth and device consent: show the Paperclip logo beside
“Connect {client} to Paperclip”, fall back to “your assistant”, and show
the identifying origin plus its favicon below, with the callback URL
also visible when different. Remove the hosted-organization creation
action. Default to the first available organization without silently
changing it on refetch; preserve company restrictions and write
opt-outs. Keep the button row contained on narrow screens.
- Make Copy invitation the primary action, using the shared animated
AgentSetupPrompt and a collapsed manual setup section with icon-labeled
line tabs. Remove redundant link actions, copy-status text, the extra
first-prompt well and revocation explanation from the setup page. Serve
shared version-aware HTML and Markdown instructions without private
organization data.
- Support guarded Client ID Metadata Documents alongside dynamic
registration, and include authorization response issuer identification.
- Add RFC 8628 device authorization with separately hashed codes,
expiry, shared request quotas, persistent polling backoff and atomic
redemption. Reuse human consent, role checks, scoped grants, audit and
revocation.
- Add CLI device login and a local stdio bridge. Store credentials
separately with private permissions and serialize rotating refreshes.
- Add device consent stories and five cold-start paid Product E2E cases
with independent grant, configuration and durable-work assertions.

- Add `enablePublicMcp` to the settings validator, normalizer, feature
catalog, and toggle UI. Check it live for OAuth, tools, subscriptions,
and event delivery. Keep connection management and revocation available
while disabled.
- Default the MCP origin to the existing auth public URL, with strict
validation and an explicit override.
- Persist the optional OAuth `company_id` restriction. Describe only
that company and reject approval for any other company, even if the
person belongs to both. Keep active-membership and role checks.
- Show the Paperclip icon and a large organization icon during consent.
Return the saved company logo through the company-scoped request
response and reuse the standard fallback icon. Use the requested concise
permission labels: “Read all of your Paperclip data” and “Allow write
access and creating tasks as me”. Use concise permission copy, retain a
compact client and callback-origin disclosure, and remove the footer
link.
- Default requested write access on for eligible roles. Preserve opt-out
across organization changes and refetch, reset defaults for a new
request, and submit read-only access when the request or role does not
allow writes. Align the shared checkbox with its label.
- Use organization wording in consent, management, settings, and
walkthroughs. Keep the organization fixed for hosted requests and retain
direct-instance choice.
- Add an Assistant Connection (MCP) card to the Connectors catalog, a
setup page in the app shell, and a return link from Experimental
settings. Include Codex, Claude Code, OpenCode, and generic remote MCP
instructions.
- Read the live gate and canonical server URL through authenticated
setup metadata. Show only the current person’s grants for the selected
organization, refresh after consent, and support revocation. Surface
catalog status failures with an explicit retry action; do not present
them as an empty connection list. Opening setup grants no authority.
- Start the eight guided chapters in Connections. Keep presenter notes
and chapter controls around real product pages in the app shell. Explain
the terminal, consent, delegation, retrieval, and revocation handoffs.
Mark conversation examples as illustrative. Cover first use, client
setup, connected, loading, and error states. Keep the existing consent
and management stories.
- Keep the paid-eval setup and browser helper aligned with the setting
and consent button.

## Verification

- Warm-standby integration fix `ec64ea05e`: public MCP ingress now
follows the Cloud claim guard; MCP and discovery paths return 503
instead of SPA HTML while unclaimed. Event polling checks the in-memory
claim before reading the persisted experimental setting. All 97 focused
OAuth/Cloud tests and server typecheck pass, including new request and
timer regressions for idle-before-claim and resume-after-claim behavior.
Fresh review is 5/5 with no unresolved threads, and all security scans
pass on this final head. All browser shards, typecheck, build, canary
installation and other test groups passed on the first attempt. The
unchanged Cursor sandbox default-command test timed out at 10 seconds;
the exact test passed locally without edits in 587 ms. The single
failed-job retry passed, with the original failure retained in workflow
37500711895. All 54 final-head checks pass on
`ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs
are intentionally skipped).

- Final master integration `8457828fc`: merged foundation #14846 and
current master, preserving the invitation changes and all 33 files from
the two newer upstream changes. No migration renumbering was required.
All 95 focused OAuth/Cloud integration tests, full recursive typecheck
and token gates pass. All CI gates passed on that integration head;
review identified the warm-standby issue fixed above.

- Security-review fix `8c1d0b696`: commit shared global/per-source
admission before outbound CIMD work, preserve failed-attempt receipts,
and validate resource/scope before fetching. Added migration
`0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression
cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive
typecheck and production build pass. The security scanner passed that
commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18
authorization requests sharing one proxy across two service instances
use just two fetches. All 70 OAuth/metadata tests and server typecheck
pass after that refinement. Final follow-up `8ebeae84c` reports
admission-storage failures as retryable HTTP 503 instead of invalid
client metadata. Its regression proves no outbound request before
admission and successful retry after storage recovers. All 71
OAuth/metadata tests and server typecheck pass. Final-head security
scanning passes; Greptile is 5/5 with no unresolved findings. CI passed
all browser shards, typecheck, build, token gates and canary
installation. One unchanged adapter-utils bridge test raced a
response-file write (expected a JSON error, received the safe
file-changed error). The exact test passed locally without edits. The
single failed-job retry passed; the original failure is retained in
workflow 37490609192. All 54 checks now pass on final head
`8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh
Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently
merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final
integration above now targets master.

- Integration with current master: preserved the new Connections source
filters and pagination, kept all eval suites, and regenerated the
consent/device snapshots as migrations 0303/0304. All four MCP migration
SQL hashes are unchanged from the staging versions. Full recursive
typecheck and production build, 132 focused UI tests (including catalog
filtering), 89 server authorization/settings tests, 26 migration tests,
120 eval calibration tests and token gates pass. Review follow-up
`4820ce74c` also keeps active assistant grants in Installed, with
pending/error recovery and revocation/company-isolation coverage. All 76
setup/catalog tests, UI typecheck and token gates pass after that fix.
The unchanged signoff browser test timed out waiting for a heartbeat in
CI at `4820ce74c`; the exact test passed locally without code changes,
and the preceding CI head passed that shard. That same unchanged test
failed at the reviewer stage in the next CI run. All five signoff tests
passed three times locally (15/15), without test changes. All eight
browser shards pass at final head `8ebeae84c`; no browser-test edits or
failed-browser-job retries were needed.

- Setup-page refinement at `9ab009178`: all 17 focused setup/consent
tests pass, along with UI typecheck, production build, Storybook build
and token gates. Browser exercised the shared prompt preview and client
tab switching, and the updated InvitationCopied Storybook interaction
checks its clipboard fixture. All final-head CI checks pass at
`9ab009178`, with no unresolved review findings. Deployed successfully
to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524.
Verified the actual page, tab switching and line styling, removed
actions/copy, and successful native copy/paste of the complete Butter
invitation into a local-only test field. The existing Claude grant was
left intact.
- Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates
pass. UI typecheck and production build passed again at `4e4d5e4d9`;
Storybook build and eval-helper typecheck passed for `28101cf91`.
Follow-ups let the primary button wrap on narrow screens, preserve a
distinct callback URL, and use only bundled icons to avoid pre-consent
requests to client-selected sites. Browser-verified the real consent
component in desktop and 320px mobile stories, including default
selection, write access and preserved opt-out. Updated E2E
heading/default-selection helpers. All CI checks passed at `dc8e9fd11`,
with review 5/5 and no unresolved threads. The Butter preview
publication needed a retry because npm initially accepted the DB package
before making it visible; the retry succeeded and `dc8e9fd11` deployed.
Verified a fresh, unapproved native Codex CIMD request on Butter:
default organization/write selection, known-client heading and icon,
distinct callback origin, and removed creation action. No grant was
approved for this UI check. Prior paid runs below retain their exact
source provenance; this UI-only follow-up did not rerun paid
qualification.
- Source-pinned paid matrix at
`2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases
each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign
`local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config,
unavailable host, denied consent and reconnect/later retrieval, with
independent configuration/grant/task/run/document assertions. Original
failures, transcripts, source fingerprints and billing remain retained.
- Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on
Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`.
Latest `0637b9f1c` shares that same guidance across HTML, Markdown and
manual UI after review; generated Markdown is verified byte-identical to
the paid-evaluated version. Shared build, server/UI typechecks, token
gates and 63 auth/metadata tests passed again. Every CI gate passed at
prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads.
- Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval
calibration tests, server/UI/eval typechecks, token gates and Storybook
build passed. Full recursive typecheck and production build passed
during implementation; CI also passed them at `2992ef271`.
- Local full-suite limitations: a large-file Git streaming test times
out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh
MCP reruns passed, and the corresponding CI groups passed. No claim that
the local full suite is green.
- Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD
consent; device CLI reaches verification/consent. New grants await human
approval. Existing local OpenCode retrieved a saved result in a fresh
conversation through its previously approved grant.
- Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received
the exact copied invitation, read public setup, configured its server
and started PKCE consent. Its shell command timed out; background retry
reached the client's own callback deadline while approval remained
pending. Latest instructions cover that handoff. **No completed Butter
read/delegation/result retrieval is claimed.**
- Cloud companion
https://github.com/paperclipai/paperclip-cloud/pull/672 passes
checks/review and deployed. Anonymous setup and device-protocol routing
verified. Core `2992ef271` deployed successfully and the actual Claude
web flow now reaches consent. Its extra JWT-bearer metadata is filtered
to implemented grants; unsupported token grants remain rejected. Final
`0637b9f1c` deployed successfully to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300;
live HTML and Markdown both contain the final guidance. The superseded
instruction-only build was canceled before deployment. This is a
core-only staging preview; private Cloud plugins are omitted. ChatGPT
web is signed out, so browser connector use is unverified.
- Screenshot gallery begins at Butter's dashboard and distinguishes real
setup/pending consent from local reuse and fixtures. It records the
timeout finding. New persistent access needs human confirmation before
the remaining actual-client acceptance work.
- Manual path: Connectors → Assistant Connection (MCP) → Copy invitation
→ paste into assistant → configure and start authorization → sign in and
approve → verify `paperclip_connection` → delegate → retrieve the saved
report later.
- Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md`
and `doc/public-mcp.md`.

## Risks

- Apply additive, replay-safe migration `0304_curvy_shadow_king.sql`
before using device authorization. The public setup link carries no
credential. Device codes and tokens stay private; neither sharing
instructions nor installing a plugin authorizes access.
- Apply additive migration `0305_chubby_vin_gonzales.sql` before
deploying the shared metadata admission gate. It retains at most 60
short-lived, hashed-source receipts per instance and rejects excess
attempts with 429.
- CIMD metadata fetching is a new external-input boundary. It requires
HTTPS, exact client ID and redirect validation, bounded responses and
guarded DNS/network access. Client names remain self-reported.
- Device support is per-instance. The central Cloud broker retains its
existing grant support. Host installation and tool reload capabilities
vary by client; instructions describe manual settings and restart
requirements.

- Consent names the registered client in its heading and displays its
identifying origin below. Known-origin icons are bundled; all other
origins show a neutral site icon without contacting client-selected
sites. Client names are self-reported; the callback origin is the
recipient check. The Cloud chooser also displays the original client and
receiving origin before tenant handoff.

- A user who accepts the preselected write permission can create tasks
and comments. Task creation and comments can start or wake agents and
use execution budget; the consent label uses the concise wording
explicitly requested by the maintainer. Scope requests, role checks, and
the final Connect action still apply.
- Migration `0303_supreme_garia.sql` adds one nullable UUID column with
`IF NOT EXISTS`. Requests without a company restriction keep the
direct-instance picker. The binding stays recorded if its company is
deleted; consent then fails closed.
- Deploy tenant support before the Cloud broker sends `company_id`.
Unknown or inaccessible organizations must never fall back to a
different company.
- The setting defaults off. Disabling access does not cancel work
already delegated. Existing tokens and unexpired subscriptions can
resume when enabled again; revocation remains separate.
- The catalog entry is visible for discovery while the feature is off.
Setup instructions, OAuth, and tool execution remain gated. No access is
granted by viewing the entry.
- Assistant sign-in starts in the external client so it owns PKCE and
callback state. Client command syntax can change and links to official
setup documentation are included.
- An authenticated instance and valid public URL are required. Hosting,
paid execution, and store publication remain separate rollout steps.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 12:35:16 -05:00
DottaandPaperclip e34abee670 feat(mcp): connect assistants to a team with user OAuth (#14846)
## Thinking Path

> - Paperclip gives teams durable tasks, agent execution, budgets, and
approvals.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - Those assistants need a scoped connection that preserves the
person’s permissions and attribution.
> - Delegating a task must not turn the assistant into the assigned
agent.
> - This PR adds opt-in user OAuth, ten first-party tools, browser
consent, and workflow packages.
> - Paid product evals verify the resulting tasks, documents,
attribution, retries, and access boundaries.
> - The team keeps working after the assistant conversation ends.

## Linked Issues or Issue Description

**Problem or motivation**

A person cannot connect an external assistant to an existing team
through browser consent and safely delegate durable work as themselves.

**Proposed solution**

Expose an opt-in `/mcp/paperclip` endpoint with individually described
first-party operations. Bind every connection to a person, client,
company, resource, and scopes. Reuse domain authorization and
scheduling. Package shared team-review, delegation, and follow-up
workflows for OpenAI/Codex and Claude.

**Alternatives considered**

Related PRs #9393 and #12549 cover earlier remote MCP and board-operator
approaches. This change uses user OAuth and a bounded public catalog. It
does not expose a generic executor, operator administration, static
shared board credentials, or external agent execution. Registry listing
work in #9851 is a separate distribution step.

**Roadmap alignment**

This maintainer-requested implementation extends the governed MCP
gateway, activity attribution, durable work products, and hosted
deployment direction in `ROADMAP.md`. It implements the first release of
the saved design plan; external agent participation and granted
third-party tools remain later releases.

## What Changed

- Add MCP 2.0 discovery and task status/comment/document Events on the
same authenticated endpoint. Persist subscriptions and delivery
receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt
callback material, recheck permissions/Cloud membership, and bound
retries/expiry. Older MCP clients keep their existing tools.
- Add discovery, dynamic client registration, S256 PKCE, resource
validation, rotating refresh tokens, revocation, and company consent.
Store credentials as hashes and recheck membership at execution.
- Add tools for connection identity, agents/projects, task
search/read/create, human comments, documents/deliverables, and
pending-approval links. Preserve current domain permissions and
scheduling.
- Add durable mutation receipts across reconnects. Matching retries
replay results; uncertain outcomes keep the same request ID and require
inspection.
- Add consent and connection-management pages, OAuth log redaction,
shared plugin workflows, and separate OpenAI/Codex and Claude package
outputs.
- Add eight paid Product E2E cases across three models, independent
durable-state grading, usage evidence, cleanup, and report integration.
Add task-document guidance and regenerate the runner capability
inventories.
- Add migrations 0301 and 0302, the dated implementation plan, result
notes, and direct-client setup instructions in `doc/public-mcp.md`.

## Verification

- Merge integration `e180b1948`: resolved conflicts with current master,
preserved both eval registries, regenerated capability catalogs, and
regenerated migrations as 0301/0302 while keeping the original
replay-safe SQL byte-identical. Local migration safety/snapshot tests
(26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval
catalog/grading tests (198) pass. Token and capability gates pass. Full
recursive typecheck passed. Fresh Greptile review is 5/5 with no
unresolved findings. CI is green on this exact head (55 successes, two
intentional skips, one neutral result): one unchanged Cursor sandbox
test timed out at 10 seconds, then passed locally in 856 ms. A single
retry of that failed shard and the aggregate workflow passed. Merge
remains blocked on the repository code-owner approval rule.

Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55
successes, two intentional skips and one neutral result. [The earlier CI
run](https://github.com/paperclipai/paperclip/actions/runs/36901592350)
includes all test shards, browser tests, typecheck, build and canary dry
run. Greptile was 5/5 on that commit with no unresolved review threads.
GitHub still requires code-owner review under the repository merge
rules; passing checks do not bypass that approval. Paid source
fingerprints remain separate below and in the dated result note.

- Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku
4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback,
signature verification and report retrieval in a fresh conversation. A
final Mini regression passes after the quota/status fixes. All evidence
validates. Bounded tunnel startup retries occur before provider calls
and remain visible; failed earlier attempts retain their original
grades.
- The earlier complete seven-case matrix passes **21/21**, with a
separate **3/3** delegation regression. Two preceding matrices also
passed 21/21 each. A complete 24-cell matrix including Events has not
been run. [The dated
results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain
exact source fingerprints, failures, model IDs and partial costs.
- Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass
after merging master. Server typecheck passes after the final
quota/status changes. Eval typecheck and all 892 eval-support tests
pass.
- All 33 real MCP/OAuth tests pass. The preceding combined MCP,
redaction, private-address and DNS-rebinding run passed 129 tests; two
later MCP regressions cover quota reuse and unchanged-status
suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI
then found a null checkout result in the existing concurrent-workspace
path; logging now uses optional status access. All 12 closed-workspace
tests and all 33 MCP tests pass after that correction. The exact-start
event calibration exposed a timestamp gap; scanning now includes the
subscription start, with all 33 MCP tests and server typecheck passing.
These two narrow corrections follow the paid regression.
- A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0
subscription/delivery, current membership loss, unsubscribe, legacy SDK
tools, refresh and revocation. Its callback transport is a fixture with
independent HMAC verification. The paid Events campaigns separately
prove public HTTPS delivery.
- Earlier component qualification passed UI 7,117 tests, CLI 502, shared
832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module
boundaries, migration order and plugin regeneration passed. CI covers
general/serialized suites, eight browser shards, runner checks,
typecheck, build and canary dry run.
- **Local full-suite limitation:** the earlier monolithic run was not
clean. It encountered overlapping schema rebuilding, Mac database
shared-memory limits and isolated CLI/fixture failures. Targeted reruns
passed. The existing >32 MiB Git filename stress test still hit its
300-second Mac timeout. The additional serialized sweep stopped after 62
passing suites once CI passed. Original failures and partial logs
remain; this PR does not claim a wholly green local monolithic run.
- Local Codex CLI and Claude Code OAuth login and MCP SDK
interoperability were verified. Public-store installation, actual
ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted
newcomer provisioning remain release gates.

Enablement is moving to **Settings → Experimental → Assistant
connections (MCP)** in the stacked follow-up
[#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge
both for the intended setup experience. This foundation branch alone
still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set
`PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and
connect to `/mcp/paperclip`. Select a team and allow writes in browser
consent. Configure an available agent and budget, then delegate and
retrieve results later. For Events, rescan the deployed plugin catalog
in ChatGPT Work Cloud; the host supplies its webhook credentials when
the user asks to watch a task. See [the setup
runbook](doc/public-mcp.md).

## Risks

- Events are at-least-once and may arrive out of order. No replay cursor
is advertised. Clients must refresh finite subscriptions, read current
state and avoid comment feedback loops. Callback material uses the
instance secrets master key; hosted subscriptions require the updated
Cloud broker and are bounded to five minutes/the access proof expiry.
- ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging
subscription remain deployment gates. Local signed-webhook and paid
model evidence does not claim those surfaces have been exercised.
- Disabled by default. Merging adds schema and opt-in code; it does not
deploy a public endpoint, publish a store listing, create a team, or
start paid agents.
- Migrations 0301 and 0302 are additive and idempotent. Their SQL is
unchanged from the earlier preview numbers, so hash-aware upgrade
reconciliation preserves prior staging applications. Normal instance
upgrades must apply it before enabling MCP.
- Task creation and comments can schedule paid agent work. Consent and
tool descriptions disclose that effect. Revocation blocks future calls
but does not undo delegated work.
- Public deployments need edge rate limits and credential-safe logging.
Internal dispatch is restricted to the closed catalog and carries a
request-local verified actor.
- Hosted onboarding requires the companion Cloud broker, encryption-key
configuration, and tenant rollout. Self-hosted direct connections can
use this PR alone.
- Store acceptance and agent-mode participation are not claimed.
Checked-in plugin endpoints are development defaults; rebuild packages
for a real deployment before installation.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A
more specific serving version and context-window size were not exposed
by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`,
`claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`.

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 11:48:53 -05:00
Devin FoleyandPaperclip 202c2d307e fix(server): leave unclaimed warm Cloud databases idle (#15314)
## Thinking Path

> - Paperclip manages work performed by AI agents.
> - Managed deployments prepare empty applications before an owner
claims them.
> - Those applications start database pollers even though no company can
have work.
> - Health probes also query SQL, so idle databases cannot remain
suspended.
> - This pull request adds an explicit standby marker for empty,
unclaimed Cloud apps.
> - The existing signed, durable claim resumes normal processing without
restarting the app.

## Linked Issues or Issue Description

**What happened?**

An empty, unclaimed warm application runs recurring chat, email, plugin,
heartbeat, cleanup, and reconciliation queries. Its health route also
opens the database. This prevents idle database compute from suspending.

**Expected behavior**

An explicitly marked unclaimed application should keep its HTTP process
and sandbox provider plugins ready while leaving the database idle. A
successful signed claim should resume normal API behavior and background
processing. Claimed and self-hosted instances should keep their current
behavior.

**Steps to reproduce**

Start an empty Cloud-managed application and leave it unclaimed. Observe
database activity while repeatedly requesting `/api/health`. Before this
change, periodic queries continue without company data.

Related: #15153 reduces allocation during chat polling. This change
suppresses polling only for explicitly marked, empty, unclaimed Cloud
apps.

## What Changed

- Add `PAPERCLIP_CLOUD_WARM_STANDBY=1`. Check company emptiness once
after restoring the persisted Cloud runtime identity. Missing Cloud
configuration, existing data, or a persisted claim leaves normal
processing active.
- Gate recurring database pollers with an in-memory predicate. Keep
startup preparation and sandbox provider plugin loading intact.
- Serve unclaimed health probes without session or database reads and
report `warmStandby: true`. Serve standby pages/assets directly from the
UI router, bypassing session, bearer, tenant, and dynamic handlers.
Refuse API requests and all WebSocket upgrades before authentication can
query SQL or seed company data.
- Exit standby after the existing signed identity assertion commits.
Normal timers resume at their next tick; a restart restores the claim
even with stale provider variables.
- Document the marker, readiness semantics, rollout checks, and
rollback.

## Verification

- `pnpm -r typecheck` passed. A final server typecheck also passed after
adding tests.
- `pnpm build` passed.
- Focused standby, signed claim, restart, health, static/Vite routing,
hostname, HMR, and live-events suites: 72 passed after the review fixes.
Includes real HTTP upgrade admission before/after claim.
- `pnpm test:run` was attempted locally; both superseded runs were
stopped after encountering checkout/platform failures. A clean-checkout
rerun eliminated ancestor skill-directory lookup failures. The
company-skills/runtime-cache families encounter macOS
read-only-directory rename failures (`EACCES`); all three company-skills
failures reproduce on unmodified base `bf14f803d5`. The initial full run
also reported one native runner API test failure; an isolated comparison
on both revisions was blocked by local embedded PostgreSQL startup
failures. The full [Linux CI
run](https://github.com/paperclipai/paperclip/actions/runs/37423263993)
passed on final commit `5016c415ea`, including all server and workspace
test shards, browser suites, typecheck, build, and release canary. This
is not a claim that the full local suite passed.
- Isolated full server with local PostgreSQL: after startup and
connection expiry, 70 health probes, 70 page requests carrying valid
synthetic tenant credentials, and 70 rejected WebSocket upgrades over 70
seconds observed zero app database connections. The signed claim
completed in 62 ms and normal polling resumed (475 database transactions
over 12 seconds). Restart with stale provider variables restored the
durable claim. The latency is local-only, not a provider wake
measurement.
- Apex review: **5/5** on `5016c415ea`, both earlier threads resolved,
no open recommendations.
- No live-provider test or production deployment was performed. An
actual database suspension/resume canary remains required before
enabling the control-plane switch.

## Risks

- Standby health reports HTTP readiness rather than current database
connectivity. The signed claim still requires a durable database write;
claimed health checks retain the SQL probe and 503 failure behavior.
- Pollers resume at their usual intervals. A suspended database may add
claim latency. Validate the real provider before enabling the marker.
- Startup preparation and sandbox plugins remain loaded. New plugins or
background loops must respect the same standby contract.
- The marker is off by default. Remove it or set it to `0` and restart
to roll back. No schema migration or claimed-workspace inactivity policy
changes.

## Model Used

OpenAI Codex, based on GPT-6. The exact serving snapshot and configured
context-window size are not exposed in this session. Assistance included
source review, TypeScript changes, command execution, and PostgreSQL
tests.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 09:11:25 -07:00
Devin FoleyandPaperclip 90182b4f8b Report bounded Cloud portfolio failure diagnostics (#15340)
## Thinking Path

> - Paperclip manages work for AI agents and their companies.
> - Cloud instances proxy a trusted user's portfolio through the control
plane.
> - A failed request returns a generic error to the client.
> - That replacement error loses the failure phase and network code in
Sentry.
> - Operators need bounded evidence without upstream messages or
credentials.
> - This PR adds safe diagnostics while preserving the existing request
behavior.

## Linked Issues or Issue Description

Refs #10850, which added the portfolio proxy. No open PR for this
diagnostic gap was found.

**What happened?**

A rejected portfolio fetch becomes a generic 502 in Sentry. The event
cannot distinguish a connection reset, deadline, HTTP response failure,
or body failure. The route's previous warning also included the original
error and a stack identifier.

**Steps to reproduce**

Make the portfolio proxy's fetch reject with a TypeError whose cause has
`code: ECONNRESET`. The client correctly receives the generic 502, but
the captured replacement error loses that code.

**Expected behavior**

Keep the existing client response. Attach only bounded server-side
diagnostic fields to the failure event. Do not retry the request or
expose the original error.

## What Changed

- Add a typed portfolio error with a private frozen diagnostic record:
phase, upstream HTTP status, elapsed milliseconds, and an allowlisted
network code.
- Read at most four error/cause objects through own data properties.
Unknown codes, messages, getters, and out-of-range values do not enter
the record.
- Replace the route's raw-error warnings with safe fields. Send a plain
error plus event-local context through the existing optional Sentry
gate. Keep the route callsite and default fingerprint policy.
- Preserve authentication, trusted headers, cookies, exact HTTP error
bodies, cache behavior, the ten-second deadline, and one fetch per
request. Public responses receive no diagnostic fields.
- Document the fields and test HTTP behavior, privacy, and event
isolation with the real Sentry SDK.

## Verification

- `PAPERCLIP_REQUIRE_SENTRY_TEST_SDK=1 pnpm exec vitest run
server/src/__tests__/cloud-portfolio-error.test.ts
server/src/__tests__/cloud-routes.test.ts
server/src/__tests__/sentry.test.ts
server/src/__tests__/run-failure-sentry-real-sdk.test.ts`: 65 passed,
with the audited optional SDK installed.
- Full local `pnpm -r typecheck` and `pnpm build` passed on Node 24.21.0
and pnpm 9.15.4.
- Independent review found no blockers and independently passed all 65
tests, including the real SDK checks, on this exact commit.
- Full Linux CI passed on this exact commit and provides aggregate suite
coverage (54 successful checks, 2 intentional skips). A duplicate full
local aggregate was not run.
- The first SDK contract job failed before tests when npm could not
resolve an OpenTelemetry transitive package. A subsequent empty-cache
install first encountered a missing tarball, then succeeded after the
registry artifact became available. All 6 real-SDK tests passed against
that fresh install; the single unchanged-head CI retry passed. The SDK
pin, workflow, and dependency files are unchanged.
- The first browser shard 8 run timed out waiting for the inbox retry
reply after 45 seconds. The unchanged isolated case passed (1/1), and
the test, UI handler, fixture, and recovery files match the base commit.
The failed log contains no wakeup POST before the test's immediate
navigation; a navigation/request timing race is suspected but unproven
without a trace. The single unchanged-head shard retry passed (20
passed, 1 skipped); no timeout or source change was made.
- Greptile reviewed this exact commit at 5/5 with no unresolved review
threads.
- No live portfolio request was replayed. Route tests use controlled
local upstream responses.
- The added diff passed the secret and PII scan and `git diff --check`.

## Risks

This is a diagnostic change. It does not identify or repair the origin
of a connection reset. Unknown transport failures remain `unknown`.
Elapsed values outside 0–60,000 ms become null. Default Sentry
fingerprinting remains enabled; exact historical group membership is not
guaranteed. No retry, migration, deployment, or configuration change is
included.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository editing, code
execution, and independent agent review. The exact deployment model ID
and context window are not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 06:58:36 -07:00
DottaandPaperclip a1ab55a56d fix(agents): grant configuration access by default (#15283)
## Thinking Path

> - Paperclip manages agent work and permissions for a company.
> - Agent setup can require one agent to configure another agent.
> - New standard agents could create agents, but they had no direct
configuration grant.
> - Existing agents must keep their current permissions after an
upgrade.
> - The requested new-agent defaults include 13 more direct permissions
for suggestions, skills, tools, audit, inbox, and task assignment.
> - This pull request adds the 14-grant set at creation and approval
activation, retains it through invitations, and keeps existing agents
unchanged.
> - The change keeps low trust and built-in agents on their narrower
permissions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The agent creation and approval flows, and the agent configuration
authorization path.

**Current behavior**

A new standard agent can create an agent. It cannot make protected
changes to a peer agent unless an operator adds an `agents:configure`
grant.

**Proposed behavior**

Add direct grants for `agents:configure`, `agents:suggest-changes`,
`skills:create`, `skills:suggest-changes`, `tools:manage_connections`,
`tools:manage_profiles`, `tools:view_audit`, `audit:view_agent_actions`,
`tools:use`, `tools:manage_runtime`, `inbox:manage`, `tasks:assign`,
`tasks:assign_scope`, and `tasks:manage_active_checkouts` to new
standard agents. Scope `tasks:assign_scope` to the agent’s reporting
subtree. Keep existing agents and their grants unchanged.

**Reason and benefit**

New standard agents can complete agent setup and the requested tool,
skill, inbox, and task workflows under existing route, scope, and
approval checks.

**Breaking changes**

Existing agents keep their current permissions. There is no permission
migration.

Related PR: #12212 adds scoped grant routes. This PR changes the default
grant.

## What Changed

- Add the 14 requested direct grants in agent creation and approval
activation. Keep them when invitation approval replaces grants,
preserving explicit scopes. Remove them when an agent is deleted.
- Apply defaults only to new agents. Remove the existing-agent
permission migration, its snapshot, and its journal entry. Preserve
existing scoped grants.
- Add permission, scope, invitation, and existing-agent regression
tests. Document all default and excluded permissions.
- Prevent agent keys from creating, changing, or restoring host-executed
process or local adapter command settings, and from restoring workspace
commands through rollback.

## Verification

- Run `node_modules/.bin/vitest run
server/src/__tests__/agent-default-configure-grants.test.ts
server/src/__tests__/invite-join-grants.test.ts
packages/db/src/migration-snapshot-drift.test.ts`. All 15 tests pass.
These cover new-agent defaults, unchanged existing grants, pending
approval, invitation grants, and migration history.
- Run `node_modules/.bin/tsc -p server/tsconfig.json --noEmit`. It
passes.
- Run `packages/db/node_modules/.bin/tsx
packages/db/src/check-migration-numbering.ts` and
`packages/db/node_modules/.bin/tsx
packages/db/src/check-migration-safety.ts`. Both pass.
- Confirm that this PR has no files under `packages/db/src/migrations/`
in its final diff.
- GitHub CI at `e8173b2c41` passes build, typecheck, server suites,
browser shards, and canary verification. One unchanged OpenCode
transport test reached its five-second timeout in the first Runner shard
run. That test passes locally in 2.55 seconds. The shard passed on one
retry. All 54 checks pass, with two expected skips.
- Greptile gives this exact head 5/5. Security review passes. The PR has
no unresolved review threads or merge conflicts.

## Risks

- The 14 default permissions apply only to new standard agents. Existing
permissions stay unchanged. Low trust and managed built-in agents are
excluded.
- New grants include connection, runtime, and active-checkout
management. Existing company, responsible-user, scope, and approval
checks remain in force. The default inbox grant carries a
responsible-user-only scope so it cannot override another user's inbox
settings.
- Protected changes still need the responsible user's authority when
that check applies. Company boundaries and approval gates still apply.
- Agent-authenticated requests cannot configure process adapters or host
command settings on local adapters. Known provider credential references
remain allowed, as do narrow plain authentication overrides on new peers
when the caller uses an AI connection pool. Arbitrary environment
settings remain blocked. Board operators retain the host configuration
paths.

> I checked `ROADMAP.md`. This is a narrow fix to existing agent
configuration behavior.

## Model Used

- OpenAI Codex, GPT-6 series. This runtime did not expose its exact
hosted model ID or context window. This revision uses OpenAI GPT-6
through Codex with tool use, code execution, and tests. The runtime does
not expose the exact hosted model ID or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 05:28:48 -05:00
Devin FoleyandPaperclip 1d5a439e2b Diagnose native model rejections and preserve repairable reviews (#15304)
## Thinking Path

> - Paperclip manages agent execution and recovery.
> - A native provider can return a failed turn with an accepted result.
> - This path replaced a structured model rejection with a generic
failure.
> - Finalization could also queue the same failed request for recovery.
> - This change retains a bounded model and authentication diagnosis.
> - Workers wait for a configuration fix; reviews retain their
assignment.

## Linked Issues or Issue Description

**Describe the bug**

A native Codex turn can report HTTP 400 because the selected model is
not supported by its ChatGPT connection. When the turn also returns a
failed semantic result, the run shows `Native session failed` and
`adapter_failed`. The native failed-result finalizer can create a retry
intent before the adapter error is saved.

**To Reproduce**

Use a native Codex session that returns a structured
`invalid_request_error` model/ChatGPT rejection and an accepted failed
result. The regression tests reproduce this with a stub provider and a
real isolated PostgreSQL database. No provider account or live request
is needed.

**Expected behavior**

Show an actionable error and stop automatic retries of the rejected
request. Block the current worker for a configuration fix. Preserve a
pending review so its reviewer can explicitly retry after repair and
resolve the original assignment. A stale run must not block a new task
owner or override a completed review.

**Version and deployment mode**

The affected source path is present at `858094ba81`. This change applies
to native Codex execution in local and remote environments.

Related work: #13853 covers CLI protocol compatibility, #14942 refreshes
runtime/model pins, and #12767 proposes legacy adapter model validation.
This change concerns accepted native failed results and does not replace
those changes.

## What Changed

- Recognize only a bounded structured HTTP 400 provider error for the
exact selected model and failed turn.
- Save a fixed actionable error and four fixed diagnostic fields.
Exclude raw provider text and model names from the new diagnostic.
- Re-derive finalization evidence from the pinned execution and
committed runner event, including its canonical hash and identity
bindings.
- Block only the current worker. For a current pending reviewer,
preserve the original review decision and status version, release
execution, and create no automatic recovery action. Recheck execution
ownership under the issue lock. Preserve superseded and completed
reviews.
- Keep unknown failures, accepted results, cleanup, and ownership fences
intact. Advance the status policy version to `phase6-v8`.
- Route this exact failure code through the existing configuration
recovery path. Permit an authenticated Board retry of this native
failure only for its saved, still-pending review; discard caller review
markers and revalidate at dispatch.

## Verification

- Node 24: `pnpm -r typecheck` and `pnpm build` passed.
- Independent focused validation: 222 tests passed across the new
observer and PostgreSQL integration suites, status arbiter, diagnostic
redaction, recovery classification, wake policy, and wake use cases.
- The integration tests use actual result persistence, finalization, and
the wake dispatcher. They cover zero retry dispatch for an authorized
rejection, repeated reconciliation, pending/superseded/resolved reviews,
reassignment, and a same-agent successor at an unchanged status version.
- Final-commit verification: full typecheck and build passed;
independent route/integration/arbiter/review validation passed 136 tests
with no remaining source findings. This includes authenticated retry
refusals, actual heartbeat retry admission, atomic queued-review claim,
and acceptance of the original review.
- The local aggregate test run was stopped to avoid duplicating the
canonical Linux CI aggregate on this development host. Its partial log
showed no failures; no full local-suite pass is claimed. The full hosted
Linux CI aggregate passed on the final commit.
- No live provider calls, runtime changes, or schema changes were made.

## Risks

The classifier is intentionally narrow. A changed provider response
format remains an unknown failure. No global model restriction is
introduced. The worker blocker requires current task authority and does
not replace newer assignments or completed review decisions. A pending
review remains in review and requires an explicit retry after
configuration repair; it is not rebound to a new status decision.

The retry decision is durable. There remains a small existing gap
between status/effect commit and diagnostic metadata persistence; a
crash there can leave a generic diagnostic while preserving the blocked
decision. No schema migration is required.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#123` / `Refs #123` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
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
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 20:57:33 -07:00
Devin FoleyandPaperclip 858094ba81 Fix browser polling for unsaved agent chats (#15298)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository editing, code
execution, and independent agent review. The exact deployment model ID
and context window are not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 19:41:52 -07:00
DottaandPaperclip 0e0b63e5a5 feat(connections): add experimental task-pinned AI routing (#14967)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - AI Connections separate account access from models and harnesses.
> - A pool must act as one connection while retaining each task’s
account.
> - Core must enforce member access and preserve session and recovery
rules.
> - A plugin supplies rotation policy without receiving credentials.
> - This change adds durable routing and native connector setup and
management.

## Linked Issues or Issue Description

**Subsystem affected**

AI Connections, Connectors, plugins, run dispatch, and session
compatibility.

**Problem or motivation**

Operators need to rotate new tasks across saved accounts while each task
keeps its account and session. Pool setup must fit the existing
connector catalog and account workflow.

**Proposed solution**

Add an experimental router binding, a capability-gated plugin hook, and
transactional task pins. Plugins declare native pooled connectors
through `aiConnectionRouter`. Core hosts the existing-account picker,
ordering step, and account settings. Related usage contract: #14936.
Companion private plugin:
https://github.com/paperclipai/paperclip-cloud/pull/643.

**Roadmap alignment**

This extends Apps and AI Connections. Core supplies generic enforcement
and native connector UI; the private plugin owns rotation and quota
policy. The prior duplicate search found no matching router
implementation.

## What Changed

- Add a router binding without changing existing concrete bindings. Keep
the instance flag and new pools disabled by default. Require manual
operator configuration. Show no routing toggle in Experimental settings
on either open-source or Cloud installs, even after routing is enabled.
- Persist company-scoped pools, one shared cursor per pool, and pins
keyed by company, pool, agent, and task. Commit pins and cursor advances
together with revision checks and bounded retries. Persist run-ID
affinity before allocation.
- Pass only authorized metadata and normalized usage to plugins. Core
retains credential handling, member access checks, runtime
qualification, and recovery evidence. Probe outside locks with a shared
15-second budget and freshness cache.
- Resolve routing before credential preparation and backend selection.
Preserve pins through turns, session resets, removed members, and quota
waits. Retain admitted recovery after disable or uninstall.
- Separate credential session epochs from token generations. Verified
refresh preserves the epoch; reconnect and manual replacement change it.
Include the credential slot ID in session and usage-cache identity, so
reconnecting an indexed legacy account invalidates its old session even
when both epochs are zero.
- Validate pool member installations before accepting saved-agent
bindings and recheck compatibility when the harness changes. Install
only authorized members in the new-agent transaction and record their
IDs in local activity. Pool membership cannot install a restricted
shared connection.
- Preserve pool bindings when agents hire teammates through either
creation API or native caller runtime inheritance. Block stale manager
credential references; retain explicit child authentication precedence
and reject incompatible inherited pools.
- Add native connector registration through plugin metadata. Reuse the
Connectors catalog, setup header, account header, sidebar, dialogs, and
usage display. Setup selects and orders saved connections. Advanced
settings hold usage rules and member runtime defaults. New-account setup
opens in another tab.
- Use revision-checked pool archival from the Connectors catalog and
account page. Keep task pins, cursors, recovery evidence, and underlying
connections. Reject ordinary connection updates or removals that bypass
pool revisions.
- Add pool selectors, composer models, override notes, quota status, run
details, activity records, and local run-log records. Keep
session-adoption copy minimal.
- Show **Used by** below the pool connections. List current company
agents with shared avatars and profile links. Include paused agents;
exclude terminated agents and agents using another pool.
- Add Core stories for the generic connector workflow and runtime
surfaces. Cloud stories reuse these production routes and tokens through
a preview-only alias.

## Verification

- Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace
`pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
locally.
- All 422 focused connector/settings/shared-contract/migration tests and
all 156 database-backed AI connection, hiring, reconnect, and
durable-routing cases pass (69 hiring cases rerun after the final
auth-precedence fix). The merged shared contract retains connection
instructions and pool metadata. The pool migration is generated at
sequence 0299 after the latest upstream migrations; this PR makes no
lockfile changes.
- All four full-app Playwright tests pass on the final head after a cold
restart and migration, against the installed private plugin and isolated
database, with no route or pool-API mocks. They cover hidden routing
controls after manual opt-in, native pool creation, ordering, membership
edits, rename, paused defaults, enabling/save/refresh persistence, stale
edits, cancellation/removal, preserved underlying accounts, unavailable
routers, and Used by avatars and profile links. Exact command:
`PAPERCLIP_CONNECTION_POOL_E2E=1
AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f
AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test
--config tests/ai-connections-app/playwright.config.ts
connection-pools.spec.ts`.
- [Native setup, ordering, and management
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278)
address the review follow-up. [Earlier selector, quota, and run-detail
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316)
show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui
storybook`, then **Connectors / Pool host** or **AI Connections /
Connection pools**. Cloud owns its host-backed plugin stories; both
repositories’ Operator Setup Required story assertions pass.
- Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed
both exact sessions after restart, preserved pinned accounts through
explicit reset and controlled quota deferral/recovery, and committed
only two allocations across fourteen runs. A later UI-created task test
again rotated OpenAI then Anthropic and resumed OpenAI through
follow-up/restart/quota recovery. That later Anthropic execution was
blocked by its saved OAuth token expiring (provider 401). No live usage
probes ran.
- The full local `pnpm test:run` was attempted earlier and did not
complete because of macOS embedded PostgreSQL bootstrap/shared-memory
failures and the 40,000-file Git fixture timeout. The focused database
suites above now pass; full-suite verification is provided by the split
CI lanes. The preceding CI run had one runtime readiness timeout; it
passes locally both alone and inside the larger runtime suite. That
larger local suite also encountered an embedded PostgreSQL setup failure
and two macOS temporary-path alias assertions; those two assertions pass
with canonical TMPDIR=/private/tmp. All final-head CI checks are
terminal green, including full general/serialized server suites, Runner
checks, browser E2E shards, canary verification, build, and typecheck.
Greptile is 5/5 on that exact head with no unresolved threads.

## Risks

- The migration adds routing tables and a credential epoch column.
Install the private plugin only with the compatible Core contract.
- Routing and each pool require opt-in. Production distribution and
fleet defaults remain unchanged.
- Unknown usage stays eligible. Known pinned exhaustion waits; revoked
access requires operator repair.
- Legacy adapters require compatible members. Runner model and effort
overrides remain limited by qualified backend support.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository editing, code
execution, and browser testing. The exact deployment model ID and
context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 20:44:37 -05:00
DottaandPaperclip 4857799a88 feat(connections): deliver saved instructions to authorized agent turns (#15216)
Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes.

Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-05 18:16:00 -05:00
DottaandPaperclip b43073d11f feat(connections): sync and group accounts managed by aggregators (#15254)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents governed access to external tools.
> - Aggregator gateways can expose accounts that users already connected
upstream.
> - The Apps catalog did not show those accounts or their current
provider status.
> - Separate cards and setup tasks also made account ownership unclear.
> - This pull request discovers upstream accounts and groups them under
one app card.
> - Users can find connected apps while each provider keeps control of
its accounts.

## Linked Issues or Issue Description

**Subsystem affected**

Connections across the database, shared contracts, server, and board UI.

**Problem or motivation**

Users cannot see which apps are connected through a saved aggregator
gateway. Native and upstream accounts need one app card. Discovery must
preserve company, user, gateway, and credential boundaries.

**Proposed solution**

Sync account metadata from Composio, Arcade, and supported Executor
gateways. Keep upstream account management in each provider. Use source
chips and search to browse the catalog. Preserve native setup and the
gateway's existing access policy.

**Alternatives considered**

Creating a local executable connection for each upstream account would
duplicate authorization state. Using an agent task for routine Composio
setup would add an unnecessary step. The board now calls the saved
gateway directly for that setup.

**Roadmap alignment**

This extends the shipped Connected Apps and MCP Tool Gateway features in
ROADMAP.md. The duplicate search found no open PR for managed account
discovery.

Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open
PR #12906 covers adjacent toolkit routing work.

## What Changed

- Add provider-neutral discovery, sync, and refresh APIs. Preserve the
Composio API paths.
- Cache observations by company, saved gateway, viewing user, and
credential version. Retain stale observations after failed or incomplete
scans.
- Add optional Arcade account sync credentials in the vault. Discover
Executor accounts through its supported inventory interface.
- Group native and upstream accounts in one app card. Imported account
menus open their provider. Gateway menus own refresh and sync setup.
- Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50
catalog entries per page. Keep connected accounts above discovery. Keep
explicit provider searches scoped.
- Simplify Composio app setup and refresh its connected app list on the
gateway Permissions page.
- Add a compact agent access card and task creation defaults for
connection setup. Preserve explicit blocks and approval policies.
- Add two replay-safe migrations, service and UI tests, Storybook
journeys, and acceptance stories.

## Verification

- Passed the repository typecheck, full build, token gates, and
migration ordering check.
- Passed the focused provider adapter, connection interaction, and
catalog tests after rebasing onto master.
- Passed all nine database sync and migration replay tests using a
disposable database on the test-drive PostgreSQL cluster. Removed that
database after the run.
- Verified Arcade cursor pagination against its official Go SDK and
passed all eight adapter tests, including short and incomplete pages.
- Passed all 45 interaction tests after making the exact requested tools
and their Allowed/Ask first permissions visible before granting access.
Verified the compact card in Storybook.
- Passed the complete UI suite on the final code: 683 files and 7,432
tests, including the corrected Composio destination assertions. Passed
130 focused tests for the UUID, management-link, and health-status
corrections.
- Passed 22 Composio setup/sync tests, 23 connection-intent service
tests, and the connection migration test in separate disposable
databases. Database startup alone was substituted; the suites exercised
their real SQL and services.
- Passed all 10 OpenAPI route checks and the full-stack
connection-intent browser test, including scoped consent, agent
continuation, and task completion.
- The local full runner encountered embedded PostgreSQL startup failures
on this loaded macOS host. The earlier in-flight run also held the
pre-fix Arcade transform; a fresh run of the final provider suite
passes. The final-head CI is queued during GitHub’s active Actions
incident: https://www.githubstatus.com/. The previous run also lost
several runners simultaneously; its real catalog assertion failures are
fixed and the fresh complete UI suite passes.
- Tested the real test-drive server in the embedded browser with a live
Composio gateway. Detected Airtable and Circleback. Verified refresh
progress, account rows, source chips, search scope, and 50-entry
pagination.
- Arcade and Executor coverage uses provider fixtures. Live credentials
were unavailable.
- Storybook builds successfully and includes grouped native/provider
accounts, stale and unavailable discovery, optional Arcade setup, and
mobile states. The acceptance document records the simulated and live
coverage separately.

- Greptile reviewed final commit
`217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review
threads are resolved, security scans pass, and the PR has no merge
conflicts. The outstanding remote checks are `ci / Select trusted
runner` and `review`, queued by GitHub. They need to complete before
merge.

## Risks

- Provider response changes can break inventory discovery. Failed scans
retain observations and show stale status.
- Composio scans only the supported catalog and can take time. Large
inventories run in the background with progress and a bounded lease.
- Arcade requires a project API key and user ID when the gateway cannot
supply them. This key is used only for discovery.
- Executor discovery depends on the server's exposed inventory tools.
Unsupported servers report unavailable discovery.
- Cached account rows do not grant access or create executable
connections. Gateway policies still govern tool use. Account deletion
and per-app authorization remain upstream.
- The migrations add tables and one nullable column. Replay preserves
existing rows and company-scoped foreign keys.

## Model Used

OpenAI Codex, based on GPT-6. The session does not expose a more
specific serving model ID or context limit. Used reasoning, repository
tools, code execution, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 14:57:04 -05:00
DottaandPaperclip a65ca09508 fix(runner): settle accepted results after shutdown failures (#15217)
## Thinking Path

> - Paperclip manages AI agents and the tasks they perform.
> - The native runner saves tool results and completion reports before
it releases a session.
> - Large project discovery responses can exceed the durable command
limit.
> - A shutdown failure can leave a saved answer waiting for workspace
repair.
> - Recovery reused the old assessment for a different status decision,
which violated a database constraint.
> - This pull request bounds discovery responses and lets recovery
commit the saved result after workspace repair.
> - The benefit is a task that reaches its correct final status without
another provider turn.

## Linked Issues or Issue Description

**What happened?**

A native run can save its final answer, fail during shutdown, and leave
the task In Progress after workspace repair succeeds. Reconciliation
tries to reuse the failed-workspace assessment for a new decision. The
one-decision-per-assessment constraint rejects the write. Replaying the
old decision can also retain a fresh coordinator lease. Separately,
retained session cleanup only recognizes the old `adapter_failed` label.

The project-list tool returns full project records, including large
descriptions and workspace configuration. A large response exceeds the
runner's durable command limit. The settlement diagnostic previously
recorded only a failure flag.

**Expected behavior**

Project discovery stays within the command limit. Recovery finishes the
saved result after workspace repair, releases its lease, and preserves
the original error for inspection. It does not repeat provider work or
relax session ownership checks.

**Steps to reproduce**

1. Return large project records from `list_projects` and observe an
oversized semantic result.
2. Persist an accepted native completion result, then record a shutdown
failure.
3. Finalize with a failed workspace, repeat that attempt, then record
successful workspace repair.
4. Reconcile the run. Before this fix, the issue stays In Progress.

**Paperclip version or commit**

Reproduced on `a386a599983519eb1d399f8b770bfccdb2a74762`.

**Deployment mode**

Self-hosted server with Paperclip Runner.

Related transport work: #12208 drains queued events; #12241 resumes
interrupted semantic calls. This change addresses bounded project
discovery and accepted-result finalization.

## What Changed

- Read bounded project summary projections from the database and return
at most 50 authorized summaries with a continuation cursor and explicit
description truncation. Agent and run trust boundaries narrow the
database candidates; project-specific policies still receive full
authorization. Only visible projects determine continuations. The
default project-list API remains unchanged.
- Record bounded, content-free settlement failure causes for command
limits, storage errors, and rejected dispatch.
- Include workspace state in assessment identity. Preserve the initial
assessment for interrupted finalization, and commit replacement
assessment and decision references together.
- Release the coordinator lease when an existing decision is replayed,
without repeating its effects.
- Clear stale errors when recovery succeeds and retain them in
`recoveredExecutionFailure`.
- Accept both current and legacy close-failure labels in the existing
exact-state cleanup path.
- Add regression tests and update the tool contracts and recovery
documentation.

## Verification

- Red: the new project paging, settlement diagnostic, current cleanup
label, and repaired-workspace regressions failed on the original
implementation.
- Green: protocol/catalog/tool checks (117 tests), the full project-tool
and finalizer suites (47 tests), cleanup ownership cases (70 tests), and
cleanup sweep cases (4 tests) pass. Database-backed pagination covers
large descriptions/configuration, complete enumeration, uppercase
cursors, agent/run restrictions, project-policy scope contributions, and
identical results/cursors when hidden projects are added.
- The initial CI failures in interrupted Board waits, contended endpoint
proof, and semantic schema validation were reproduced and fixed; all
affected cases pass locally.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — started before the review corrections; it spanned
several source revisions and was stopped after reporting old-behavior
and timing failures. It is not claimed green. Fresh project and recovery
suites pass; the recovery suite also passes all 25 cases with the broad
runner’s isolated home/config. The Slack timing case passed in
isolation. Latest-head CI is the authoritative complete test matrix.
- Existing authorization suite — 66 tests passed.
- Latest-head CI on `8e5763d915aa6f375bdab6601996899ea01496fc` — 55
checks passed, 4 intentionally skipped, no pending or failing checks.
- Greptile — 5/5, zero unresolved threads on the same commit.
- `git diff --check` — passed.

## Risks

- `list_projects` now returns summaries. Callers must follow
`nextCursor` and use the authorized project API for full records.
Candidate narrowing is only an optimization: project policy and
responsible-user authorization remain authoritative.
- Assessment identity changes for workspace finalization. Existing
evidence remains intact; no migration is needed.
- Cleanup still requires matching identities, settled tool evidence, and
verified process ownership. Unknown tool outcomes remain blocked from
session reuse.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, and GitHub
tools. The exact serving model ID and context window are not exposed in
this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 10:31:11 -05:00
DottaandPaperclip eb049aebf2 feat(skills): let agents update company skills safely (#15049)
## Thinking Path

> - Paperclip is an open source control plane for AI-agent companies.
> - Company skills give agents reusable work instructions.
> - Skill Studio can edit skill files and save version history.
> - Agents can create a skill, but they do not have a first-class update
tool.
> - An agent update needs a version check and safe retry behavior to
prevent lost edits.
> - This pull request adds `update_skill` through the existing company
skill file API.
> - The change keeps company policy, version history, and audit records
in one path.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: the server API, shared validation, and runner tool
catalog.

**Problem or motivation**

An agent can create a company skill but cannot update its `SKILL.md`
through a first-class tool. An unguarded retry can also create duplicate
versions or overwrite a newer edit.

**Proposed solution**

Add `update_skill` with a required current version ID and a retry key.
Route it through the existing skill file API. Reject stale versions and
changed-input retries. Save the version and audit event together.

**Alternatives considered**

A separate write endpoint would duplicate the Skill Studio mutation path
and policy checks. This PR reuses that path instead.

**Roadmap alignment**

This work extends Skills Manager and Skill Studio, which are listed in
`ROADMAP.md`.

**Additional context**

The tool accepts a complete `SKILL.md`, not a partial patch. Callers
must read the current version before they edit it.

## What Changed

- Add optional version and retry fields to the existing skill file
update contract.
- Add a guarded API update with a stable retry receipt and attributed
audit event.
- Add `update_skill` to native and semantic runner tool catalogs, with
mode and policy gates.
- Add unit, integration, protocol, and semantic-tool regression
coverage.
- Document agent use and extend the OpenAPI request contract.

## Verification

- Focused tests and direct server and runner TypeScript checks passed
before this PR.
- `git diff --check` passed after the rebase onto `master`.
- CI passed on the latest PR head, including the full test matrix,
typecheck, and build. Local full typecheck and build stopped because
`cargo` is not installed. The local full test run ended without a
verdict.
- No dedicated end-to-end eval scenario was added or run. The protocol
coverage and semantic-tool test cover the new action deterministically.
- Reviewers can read a skill version, call `update_skill`, repeat the
same key, then try a stale version and a changed-input key. Only the
first edit must create a new version.

## Risks

- File writes and database transactions must stay in sync when a write
fails. The integration tests cover failed writes and retry behavior, but
CI must verify them on the PR head.
- Existing Skill Studio callers do not send the new optional
coordination fields. Their request shape remains valid.

## Model Used

- OpenAI Codex CLI assisted with this change. The runner did not expose
the exact model ID or context window. The agent used code execution and
repository 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; exact model ID and context window were not exposed)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused tests; full suite
is pending CI)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (53 pass, 4 skip 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>
2026-10-03 12:37:55 -05:00
DottaandPaperclip b17019e14d fix(agents): reduce default instructions and qualify stock harnesses (#14948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its adapters supply task context and access to Paperclip skills and
tools.
> - The default hire manual and shared prompts also repeat general work
procedures.
> - Those procedures overlap with stock provider instructions and the
Paperclip skill.
> - Existing E2E fixtures supply a QA manual, so they do not qualify the
production default.
> - This pull request reduces the generic instructions and adds real
default-hire coverage.
> - The benefit is less competing guidance, with inspectable evidence
for preserved skills and task context.

## Linked Issues or Issue Description

Refs: #14920. That merged change preserves native Codex base
instructions. This PR covers the default manual, shared legacy prompts,
operational skill guidance, and the narrowly approved ACP
skill-discovery/session-environment repair for measured delivery and
credential-persistence failures.

**What existing behavior does this improve?**

New non-CEO hires without a custom bundle and legacy task/chat startup
and continuation prompts.

**Current behavior**

The shipped default manual contains 602 words. Generic task/chat prompts
and ordinary resume deltas repeat work procedures already available
through the harness and Paperclip skill.

**Proposed behavior**

The default manual contains only the eight-word company identity. Shared
startup prompts retain identity and connection guidance. Ordinary resume
deltas retain current work context without the generic execution
contract.

**Reason and benefit**

Let the stock harness guide general work. Keep Paperclip-specific
capabilities and independently test default hires, skills, ordered
comments, and chat restart.

**Breaking changes**

New default hires receive less guidance. Existing saved manuals,
explicit custom bundles, CEO templates, and specialized wake contracts
retain their behavior. The obsolete includeExecutionContract option
remains accepted for source compatibility.

## What Changed

- Reduce the default hire manual to one sentence.
- Reduce shared task/chat defaults and remove the generic
ordinary-resume contract.
- Keep connection guidance, auth, skills, custom prompts, and
specialized wake context.
- Add credential-free instruction-boundary gates and 26 explicit Product
E2E cells across eight legacy/native profiles, including two focused
Paperclip-storage cases.
- Capture public hire receipts before providers run, then grade
delivered prompts and independent task/chat outcomes.
- Add an early legacy skill API recipe for saving a task document,
checking the saved revision receipt and linking the document. Improve
stock task/heartbeat skill-selection metadata and show a clickable
Markdown UI-link example. Keep native tool completion separate.
- Advertise bounded routing descriptions and exact successfully staged
SKILL.md paths in legacy ACP Claude; keep full bodies on demand and
preserve remote path rebasing.
- Remove only the provider environment from copied persisted ACP session
records, while loading current run credentials and preserving all other
options/conversation state.
- Regenerate both capability metadata inventories and reject stale
manifests/inventories before provider admission.
- Publish the original reduction and focused skill-repair comparisons,
preserving all failures, automatic recovery, cost coverage and
limitations.

## Verification

**Behavioral qualification remains pending.** Original legacy ACP Claude
loses the issue document only in the reduced cohort beneath an unchanged
credential failure. A source-backed diagnosis finds that neither
ordinary assignment reads the staged operational skill, while the
runtime persists provider environment in session state. The new common
repairs expose skill metadata/path and omit persisted env; strict
document and credential guards stay intact. [Inspectable diagnosis and
retained
hashes](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-readiness.md).

Current repair head `de0965984ff3edf611ae6d0e7ca5c7d5ae3947bb`
incorporates master `569c7203aa24b95440682983ce7940ba1d4247bd` (merged
#14961/#15007). All 222 affected adapter tests, adapter-utils/E2E
typechecks, and final 96 variant/grader/retry calibrations pass. The
frozen historical comparator is
`c25697f4260b6f3adfea143c3ae9932e2f42986d`: 8,280 of 8,291 paths
identical, exactly two production instruction paths plus nine declared
unit expectations differ. The operational skill/discovery/environment
repairs, selected model/profile/task/core grader/auth/permissions/retry
policy are identical. Both actual launcher prepare→verify admissions
pass with zero providers. [Immutable manifest and exact
receipts](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-evidence/manifest.json).

One original legacy ACP Claude cell per variant is authorized, with
enforced single campaign attempts, 12-minute deadlines and company/agent
1,000-cent hard stops; every product recovery run/cost is counted.
Actual live outcomes are pending. Current normal CI has one failed
server shard and failed aggregate verify under diagnosis; other normal
gates including typecheck/build/Rust/all eight browser shards pass.
Fresh review completed successfully; the valid historical startup/resume
masking finding was fixed with per-invocation task/chat checks and
strict complete-snapshot capture, calibrated and resolved. Prior heads,
failures and campaigns below remain historical evidence, not checks on
this repair head.

- Prior head `36aa4d81c49a1a8f6f04b1a068fae19aa901955f` is replayed on
merged hiring master `862a5758ba0e88a33232c1f1fa645e85c38a3113`. All 52
current-head checks pass with two intentional Storybook skips, including
repository typecheck/test/build and the browser shard. Fresh Greptile is
5/5 with zero unresolved review threads. Exact-head stock prerequisites
pass 599 assertions (598 TypeScript + 1 Rust), all six gates and
retained receipt verification, zero providers/source errors. Fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`.
Combined catalog/hiring calibrations pass 67 assertions, E2E typecheck
and 26-cell stock discovery pass. Canonical contract/inventory checks
and the later issue-derived reference calibration are retained; that
reference-only follow-up is not live-qualified by earlier frozen runs.
- Prior full repository typecheck/build passed. The complete local
Vitest run executed 14,956 tests: 14,870 passed, 83 skipped, three
timing failures. All three affected files passed unchanged narrow
reruns; original failures remain retained. Current-head CI now passes
the full general checks; the original local failures remain retained.
- The original 24-pair default-manual/shared-prompt comparison has two
new overall classic Claude/OpenCode document-delivery failures plus an
additional legacy ACP Claude document loss beneath an unchanged
credential-guard failure (not closed by later runs), two newly passing
OpenCode ordered cases, seven unchanged failures and 13 unchanged
passes. Equal 15/24 totals do not establish behavioral equivalence.
[Complete original
report](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-stock-harness-live-comparison.md).
- The skill-only repair holds the eight-word manual/shared prompts and
merged #14920 fixed. All four matched profile configurations and 203
fixture/behavior files match. Candidate
`abd0b628ca642c09a54a4edc56a5227402f6686e` varies only the two skill
sources against baseline `bc83fe030234439ac51279502a28803958963e2e`.
[Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060885547)
and [baseline
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060888047)
each pass 571 exact-source prerequisites before providers; all eight
cells clean up successfully. Failed campaigns publish successfully and
remain failed.
- Repair pairs: Claude original Fail → Pass; Claude explicit Pass →
Pass; both OpenCode cases Fail → Fail. Explicit OpenCode's handoff
worsens beneath the unchanged failing UI-link grade: baseline gives a
clickable API URL, candidate gives a code-formatted path without an
anchor. The request's usable-link wording is narrower in the UI-only
oracle. [Complete repair report and safe
projection](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-legacy-document-skill-repair.md).
- The subsequent narrow stock metadata/link correction has two matched
Pass → Pass cases, zero new machine failures/passes and no pending
pairs. Both original-case handoff links remain deficient: candidate uses
a wrong PAP prefix, baseline supplies a bare prefix-less slug path; the
preserved original oracle only requires a durable document. Both
explicit clickable UI-link cases pass revision/content/link grading. All
four exact-source 587-check gates, single assignment runs and cleanup
pass. This does not establish fix causality because baseline also
succeeds. [Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37069547401)
freezes `fe9dc1e3c518825242ed889ab9c8352986f8c2ed`; [matched
baseline](https://github.com/paperclipai/paperclip/actions/runs/37069552374)
freezes `0d7ecfa96d72fba79b7f0a25052b42c0686c0488`. This is a skill-only
comparison with reduced manuals/shared prompts held constant, not a
repeat of the historical-manual comparison. Only original and clarified
explicit classic OpenCode cases are selected, two per variant/four
expected turns. 8,242 other tracked files and both profile hashes match;
protected workflows admit each exact source before credentials.
[Complete qualification
report](https://github.com/paperclipai/paperclip/blob/74d0d3d945f4c52d0814b5a845ab5bd09f33cd6b/doc/plans/2026-10-02-opencode-skill-routing-link-qualification.md).
Candidate original loads Paperclip/reference before saving publicly;
baseline original loads it after writing locally, then saves publicly
within the same assignment. Reported cost totals are $0.0107824490
candidate / $0.0107909015 baseline, with unmetered runtime. The later
reference-only issue-derived link correction is provider-free calibrated
and **not live-qualified** by these frozen runs; no further paid runs.
- Retained tool calls show the repaired original OpenCode assignment
loads only its assigned output skill before writing locally. Operational
Paperclip is first loaded during automatic disposition recovery; its
early recipe is visible then, but it never saves the missing document.
Explicit candidate loads Paperclip and reads the new reference before
saving successfully. All nine actual runs are counted. Reported LLM
totals are $0.3802537209 baseline and $0.4918990161 candidate; local
runtime is unmetered.
- Initial setup, packaging, cancelled/missing-cell recovery, callback
test and relative-output attempts remain retained. No completed provider
failure was rerun. Frozen measurement branches are unchanged by later
canonical metadata maintenance.
- Run `pnpm test:e2e:runner:stock-harness`, `pnpm test:e2e:runner:unit`,
and `pnpm test:e2e:runner:typecheck`. Select `stock-harness` explicitly
for paid execution; it is excluded from `--all`.

Prior-head integration: `36aa4d81c49a1a8f6f04b1a068fae19aa901955f`
replays this PR on merged hiring #14985
(`862a5758ba0e88a33232c1f1fa645e85c38a3113`), preserving the four
explicit custom-CEO-bundle checks, minimal generic manual boundary, and
both suites. The combined fixture catalog and hiring calibrations pass
67 assertions; exact-head stock prerequisites pass 599 assertions (598
TypeScript + 1 Rust), all six gates and retained-receipt verification,
zero providers/source errors, fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`. E2E
typecheck and 26-cell stock discovery pass. Fresh current-head CI passes
all 52 checks with two intentional skips, and fresh Greptile is 5/5 with
zero unresolved review threads.

The prior source-plan browser failure is retained: a deterministic
process fixture replayed its last `fixture:plan` command on
`chat_task_completed`, writing revision 2 with identical body after the
approval handoff. This was not paid provider execution. Rebased
current-head CI passes the same assertion without an old-head retry or a
change to that browser fixture.

The merged hiring change was measured separately on immutable matched
unions, with this reduced/shared/operational context and native
completion guidance held constant. [Complete original two-profile
report](https://github.com/paperclipai/paperclip/blob/f0512647656be78e48abd8c22a3078db8bf6bcd2/doc/plans/2026-10-02-hiring-template-live-comparison.md):
[candidate](https://github.com/paperclipai/paperclip/actions/runs/37075466208)
/ [historical
baseline](https://github.com/paperclipai/paperclip/actions/runs/37075469463),
705 provider-free prerequisites each. Both pairs are unchanged Fail →
Fail on the exact-five count, with six core delivery checks passing all
four cells; 28 actual successful runs include eight automatic completion
wakes, zero retries, four successful cleanups. Source-read coverage is
uncomparable, actual model charges unknown. Separately versioned
provider-free accounting remains analytical work; original verdicts are
preserved. This does not rerun or qualify the completed default-manual
or native campaigns.

## Risks

- Legacy ACP Claude's additional delivery loss is not closed by any
later matched run and blocks the no-extra-failing-behavior merge
criterion. Legacy document delivery may have relied on the prior
manual/shared prompts. The early skill repair improves Claude in one
trial; the later OpenCode pairs pass in both variants and cannot
establish causality or robust recovery. Both original-case links remain
deficient beneath the storage-only grade. The later issue-derived
reference correction has only provider-free validation. Native
finish/block descriptions must not be supplied to legacy agents.
- The comparison holds merged native Codex fix #14920 constant; it
cannot measure that fix's before/after task performance.
- These bounded skill/context/chat workflows do not measure general
coding quality. Unrepresented providers remain unqualified.
- Saved manuals and old Codex sessions are not automatically migrated.
Codex through ACP still has a separate base-instruction follow-up.

## Model Used

OpenAI Codex, GPT-6 family as identified by this session. The exact
deployment ID and context-window size are not exposed. The assistant
used reasoning, repository tools, code execution, and delegated PR/eval
work.

## 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 (relevant suites and all
three unchanged narrow reruns pass; complete-run timing failures
retained in Verification)
- [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 on the new repair head
(prior-head checks retained above)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the new repair head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 12:32:42 -05:00
DottaandPaperclip ffe5e9e2a8 fix: retain execution evidence for Retry and saved input (#15033)
## Thinking Path

> - Paperclip lets people steer and recover AI-agent conversations.
> - Recovery eligibility depends on retained cancellation receipts.
> - Run presentation intentionally omits result JSON on SQL_ASCII
databases and reduces oversized output.
> - Retry and the saved-input sweep mistakenly used that presentation
read for admission.
> - The banner could offer Retry while the endpoint rejected the same
stopped run.
> - Read the narrow execution-evidence fields for internal admission and
keep normal presentation unchanged.

## Linked Issues or Issue Description

Refs #15024 and #15015. Searched existing recovery and redaction PRs; no
duplicate fix found.

**What happened?**

On a SQL_ASCII instance, a verified pre-dispatch review-wait
cancellation offers Retry in the recovery notice. Clicking it returns an
eligibility conflict, and a saved user message remains deferred. The
notice reads the retained database receipt, but the endpoint and sweep
read a presentation projection where `resultJson` is null.

**Expected behavior**

Retry and saved user input use the recorded execution evidence and
ordinary admission gates, independent of presentation redaction. Public
run reads retain their existing encoding and output-size protections.

**Steps to reproduce**

1. Record a cancelled, unclaimed review-wait continuation and its
recovery hold.
2. Use the SQL_ASCII presentation projection, where run result JSON is
omitted.
3. Click Retry or save a new user message and let the recovery sweep
inspect it.
4. Verify a fresh turn starts once, with no replay of consumed input.

**Paperclip version or commit**

Reproduced on `9ae3d8db3`.

**Deployment mode**

Authenticated private self-hosted server with a SQL_ASCII database.

## What Changed

- Add an explicit internal read of cancellation, startup, review-wait,
tool-inventory, and Stop evidence; omit provider diagnostics.
- Use that read in the Retry route, wakeup validation, and saved-input
continuation checks.
- Preserve the distinction between absent result JSON and an
unrecognized stored result.
- Cover the reproduced SQL_ASCII Retry and saved-input failures,
retained public redaction, native Stop behavior, and excluded provider
output.
- Document the presentation and admission distinction.

## Verification

- Red: four selected assertions fail before the fix, including the
SQL_ASCII eligibility conflict and saved input remaining deferred.
- Targeted green regressions and existing native Stop cases pass.
- Workspace `pnpm -r typecheck` and `pnpm build` pass.
- All 626 affected recovery, continuation, and route tests pass,
including 22 focused admission and native Stop cases. Current-head CI
has 54 passing gates and 2 skipped optional Storybook checks. Greptile
reviewed `9b94af91e295a4e8007dfc6bff6a8d532d945e36` at 5/5 with no
findings or open review threads. No complete local monolithic pass is
claimed; the complete suite runs in sharded CI.

## Risks

Admission still checks recorded process and controller ownership,
provider events, cleanup, company scope, user authority, pending
decisions, and task holds. The evidence projection must retain every
field used by these eligibility predicates; existing native Stop cases
guard against dropping its acknowledgement receipt. No schema,
dependency, UI, or public response change.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 01:38:57 -05:00
Dotta bc1220336d feat(runner): add experimental two-way OpenAI Dot provider 2026-10-03 00:32:25 -05:00
DottaandPaperclip cc67d4e1d8 fix: preserve steering and recover stopped task conversations (#15015)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task conversation must let a user guide a running agent and resume
stopped work.
> - The active run owns its input protocol, even when the user changes
the next model or effort.
> - Queue delivery waits for a provider receipt, which must be able to
persist during the request.
> - A stopped startup also needs a clear user action that passes normal
task admission.
> - This pull request fixes steering delivery, makes queue actions
immediate, and restores explicit continuation.
> - The benefit is a responsive conversation that can recover without
losing saved input.

## Linked Issues or Issue Description

**What happened?**

A queued message could change from Steer to Interrupt while a native run
prepared. A steer request could wait on its own database lock and fail
to deliver. A stopped startup could then leave the conversation without
a working Retry or message continuation. Interrupt also waited for the
server and showed a toast.

**Expected behavior**

The active run keeps its input protocol. Steer delivers input to that
run. Steer and Interrupt clear the submitted queue rows and show the
input in the conversation immediately. Failed delivery restores the
latest queue with an inline error. An eligible stopped run offers Retry,
and authenticated user input can start a fresh turn through normal task
admission.

**Steps to reproduce**

1. Start a task with a native Paperclip Runner.
2. Change the selected model or effort while that run prepares.
3. Queue a message and press Steer.
4. Observe the provider receipt and queue state during the request.
5. Stop a startup before its provider process begins, then try Retry or
send a new message.
6. Repeat queued delivery with a legacy runner and press Interrupt.

**Paperclip version or commit**

Reproduced on the parent of this branch, `59c07ede7`.

**Deployment mode**

Authenticated private deployment. The fixes also cover local task
conversations.

Related work: Refs #12834, Refs #13354, Refs #13275. The open refactor
in #13160 moves the same queue route; it does not fix the receipt lock
or stopped-run continuation addressed here.

## What Changed

- Select queue behavior from the active run's immutable dispatch and
runtime resolution.
- Leave the run row unlocked during provider acknowledgement, then lock
and read it before merging the receipt.
- Retain queued input if the target run stops during that wait. Keep
inline delivery errors visible after empty queue updates.
- Permit exact Retry and authenticated continuation after verified
native startup cancellation. Preserve pause, approval, budget,
ownership, and process-stop gates.
- Carry undelivered native queue input into a fresh turn once the old
execution is confirmed stopped.
- Show Steer and Interrupt input in the conversation and clear submitted
composer rows immediately. Restore the latest queue inline on failure.
Remove delivery toasts.
- Keep optimistic delivery stable across stale polls, empty queues, and
paginated history. Preserve classic Interrupt error handling.
- Document recovery and optimistic delivery behavior. Add regression
tests across server, shared queue projection, and UI boundaries.

## Verification

- Red-green regression tests reproduced the queue protocol, receipt
lock, stopped-startup continuation, and optimistic delivery failures.
- The focused server route, continuation, queue, and runner boundary
suites passed during implementation.
- The queue-route suite passes with 78 tests. The three complete
conversation UI suites pass with 347 tests.
- UI typecheck, production build, and `pnpm check:token-gates` pass.
- Workspace `pnpm -r typecheck` and `pnpm build` pass. The local
monolithic `pnpm test:run` is still running; remote CI verifies the
complete suite on the latest commit.
- All CI gates pass on `bd9031ad56abfcde13d13a13488c1b9217c2fd3a`,
including the full test shards, runner verification, browser E2E,
typecheck, release registry, and canary dry run.
- Greptile reports 5/5 for that commit. Both review threads are
resolved.

## Risks

This changes queue display and explicit continuation admission. The UI
must restore rejected delivery without losing other-session edits. The
server must preserve concurrent provider result updates and must not
resume a process whose stop is uncertain. Focused tests cover these
boundaries. This change has no database migration.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 22:07:14 -05:00
Dotta cd4739aa9c Prototype two-way Dot runner bridge over MCP Events 2026-10-02 15:17:00 -05:00
DottaandPaperclip 2ec82c5774 fix(runner): preserve task context when tool connections change (#14963)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use tools through company-scoped connections and provider
sessions.
> - Resolving a tool connection currently forces a fresh session even
when the provider can load new tools into the existing conversation.
> - A fresh provider conversation can receive too little history to
continue the task.
> - This pull request adds explicit tool-refresh capabilities and uses
them in both runner paths.
> - Fresh attempts receive bounded task history with source IDs and
retrieval instructions.
> - The benefit is that agents can continue the same task after a
connection changes.

## Linked Issues or Issue Description

**What happened?**

A resolved tool connection forced a fresh provider conversation. The new
conversation could lose the original goal and prior answers. Claude also
rejected resume when only the MCP server set changed.

**Expected behavior**

Resume the provider conversation when its harness can refresh tools.
When a fresh session is required, supply enough bounded history to
continue the task. Preserve company, agent, task, workspace, model,
instruction, and skill checks.

**Steps to reproduce**

1. Start a conversation and agree on a task and its constraints.
2. Request and connect a tool needed for the task.
3. Continue the conversation after the connection resolves.
4. Check that the agent remembers the task and can use the new tool.

**Paperclip version or commit**

The bug was reproduced on master at `c46e41e81`. This branch is rebased
on current master.

**Deployment mode**

Self-hosted server. Both legacy adapters and the native runner are
affected.

Related public work: Refs #13282 for task-backed conversations. Refs
#13057 for the broader session-compaction proposal. Refs #14659 for
another report about local CLI session continuity. This change fixes
tool-connection continuation. Provider authentication repairs keep their
existing recovery behavior.

## What Changed

- Expose tool-refresh support in native harness descriptors and legacy
adapter metadata.
- Request tool refresh after connection resolution. Keep provider
authentication repair as a fresh-session wake.
- Reload current tools and credentials while retaining supported Claude,
Codex, Grok, and other provider conversations.
- Allow MCP-only changes during qualified native recovery. Keep all
other compatibility checks.
- Refresh managed-provider and ACPX tool bindings when attaching a new
run.
- Add a fresh-session handoff for both runner paths. Bound database
reads, excerpts, and the final packet to 24,000 bytes.
- Include the original request, recent messages, decisions, plans, prior
answers, and source IDs. Mark omitted content. Apply reset boundaries,
wake cutoffs, quarantine, and secret redaction.
- Add regression tests and document the capabilities and handoff
behavior.

## Verification

- `pnpm -r typecheck` and `pnpm build` passed. Rust formatting passed.
- Final review fixes passed 314 server tests, 333 adapter utility tests,
139 native-session runtime tests, and 12 managed-provider Rust tests.
They verify historical quarantine, raised budgets across attachment, no
history reads on successful resume, and handoff delivery on fresh retry.
- Broader branch verification also passed 1,401 adapter utility tests,
1,047 runner TypeScript tests, 43 Grok adapter tests, and 311 Rust core
tests.
- Live Claude CLI and Grok ACP probes preserved the provider session ID,
recalled a prior task constraint, and called a newly added read-only MCP
tool.
- GitHub CI passed on `b21486d18084a7aa4cafbe8e012f7cad6585d9cc`: 55
successful checks and 4 skipped checks. This includes all test shards,
all eight browser shards, runner checks, and the Grok clean public npm
install canary. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37057514976).
- A full local test attempt encountered a separate Git snapshot timeout.
All affected local suites passed after the final edits, and the full CI
test gates passed.
- Review the capability matrix in `packages/paperclip-runner/README.md`.
Repeat the four reproduction steps with a supported provider and with an
unsupported harness.

## Risks

- Provider tool refresh can fail. Existing recovery falls back to a
fresh conversation where policy permits it.
- A new transport can replace an old process while preserving the
provider conversation. Tests cover current credentials and unchanged
identity.
- Long history can omit older context. Explicit markers and source IDs
let the agent retrieve needed context within task scope.
- Unknown and unqualified harnesses use the fresh-session path. No
database migration is required.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, code execution, and live
provider testing. The exact model ID and context-window size are not
exposed in this session. Claude and Grok also ran as test subjects.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 15:11:44 -05:00
Dotta 45d17c4b15 Merge commit 'a88448f77' into codex/dot-events-prototype
* commit 'a88448f77': (21 commits)
  Use canonical settings defaults in MCP stories
  Add assistant connection Storybook coverage
  docs: record experimental MCP settings evaluation evidence
  fix(mcp): preserve event retries when access is disabled
  feat(mcp): enable assistant connections through experimental settings
  fix(mcp): include events at the subscription start boundary
  fix(mcp): preserve nullable checkout responses in event logging
  docs: record paid MCP Events qualification and rollout limits
  fix(mcp): release inactive monitor quotas before admission
  fix(mcp): retain changes during callback verification
  test(mcp): cover event lifetime bounds and late activity commits
  feat(mcp): deliver task events to subscribed assistants
  Preserve mention icons with Lucide 1.45 and clarify local evidence paths
  Record paid qualification and direct connection rollout steps
  Keep completed connections outside pending OAuth quotas
  Close OAuth admission abuse paths and verify API and eval contracts
  Bound unauthenticated MCP registrations across replicas
  Keep OAuth callback credentials out of browser eval diagnostics
  Reconcile assistant MCP with current schema and runner contracts
  test(mcp): add paid assistant workflow evaluations
  ...

# Conflicts:
#	packages/paperclip-runner/docs/capability-contract.md
#	packages/paperclip-runner/generated/capability/capabilities.yaml
#	packages/paperclip-runner/generated/capability/capability-contract.md
#	packages/paperclip-runner/spec/capability/capabilities.yaml
#	server/package.json
2026-10-02 14:49:21 -05:00
DottaandPaperclip d034ba7491 fix(interactions): derive question storage from canonical forms (#14946)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents request human input through durable issue interactions.
> - A question form has a canonical presentation and a compatibility
storage format.
> - The creation API required agents to write both formats.
> - Tool guidance told agents to split text and choice questions across
those formats.
> - This pull request accepts one complete canonical form and derives
storage fields on the server.
> - The benefit is a complete question card with stable answer and retry
behavior.

## Linked Issues or Issue Description

Related work: Refs #13630 and #14430. PR #13630 addresses the display of
historical partial forms. This change fixes creation and keeps the check
that rejects conflicting new forms.

**What happened?**

A question save supplied three compatibility questions and one canonical
text question. The API correctly rejected the incomplete canonical form.
The Runner's tool description encouraged this split. Sending only a
complete canonical form also failed because the API required
compatibility questions.

**Expected behavior**

An agent sends one complete `payload.questionSet` with every text and
choice question. Paperclip derives `payload.questions` for storage and
answer compatibility. Existing legacy requests remain valid. Explicitly
conflicting dual forms remain invalid.

**Steps to reproduce**

1. Call `paperclip_request_human_input` with `interactionKind:
"questions"`.
2. Send `payload: { version: 1, questionSet: ... }` with a required text
question and a required choice question.
3. The old API rejects the missing compatibility questions. With this
change, it stores both questions and preserves the canonical form.
4. Retry with the same idempotency key. Confirm that only one
interaction exists.
5. Submit both answers. Confirm that the normal resolver and
continuation rules apply.

**Paperclip version or commit**

The branch is based on `cf8ad63c8`. The problem affects the native
Runner and the interaction creation API.

**Deployment mode**

Server deployment with the native Paperclip Runner. Integration tests
use the real interaction service and an embedded test database.

## What Changed

- Add one shared canonical-to-storage projection. Reuse it for native
harness question requests.
- Accept canonical-only question creation at the shared validator and
server boundary.
- Export the input type and update the plugin SDK and its RPC contract.
- Advertise a typed, complete question form in the live and scenario
tool schemas.
- Enforce canonical text and custom-answer constraints before ordinary
or native resolution. Preserve harmless display whitespace.
- Run regex matching in isolated workers with a deadline and resource
limits. Both answer paths await the result before persistence. Saved
native delivery uses the validated answer without taking another worker
slot.
- Update agent guidance and generated Runner contracts.
- Test mixed forms, option-ID collisions, retries, answers, legacy
requests, and conflicting forms.

## Verification

- Interaction service, HTTP route, native bridge, and Runner authority
suites: 221 tests passed after correcting an obsolete tool-description
assertion.
- Shared validator, plugin SDK, CLI, and UI compatibility suites: 67
tests passed.
- Runner core tool-contract suite: 20 tests passed. AJV validates live
and scenario schemas.
- Final review regressions: 172 shared, service, native bridge, and
authority tests passed. These cover text length, pattern, numeric
limits, whitespace, custom option IDs, and historical pending cards.
- Runner session suites: 67 tests passed. Published example tests: 4
tests passed.
- Server typecheck and the shared/server builds passed after the
compatibility fixes.
- Final delivery verification: 35 response-delivery tests passed. The
native delivery regression proves saved answers do not enter pattern
workers; server typecheck and build passed.
- Pattern security and answer-flow verification: 205 tests passed after
repairing the child fixture loader. These cover pathological matching,
event-loop responsiveness, worker concurrency, slot cleanup, HTTP
routes, native delivery, and the full helper in a child process.
- `pnpm -r typecheck` passed on the bounded-worker revision.
- `pnpm build` passed on the bounded-worker revision.
- All 55 GitHub checks passed on `fe457af`; four optional jobs were
skipped. An unchanged Cursor adapter test timed out once in CI, passed
locally, and passed on one failed-job rerun.
- Reviewers can send the canonical-only mixed form above and verify that
the saved interaction contains both canonical and compatibility
questions.

## Risks

- The creation API accepts a new input shape. Stored rows and answer
contracts keep the existing shape.
- The shared projection must preserve synthetic free-text option IDs.
Collision and native round-trip tests cover this behavior.
- Historical partial rows remain readable. New conflicting dual forms,
including written-answer mismatches, remain rejected.
- Existing pending cards retain the written-answer paths offered by
their stored options. Canonical text constraints still apply.
- Ordinary answers now enforce declared canonical constraints before
persistence. Invalid answers leave the card pending.
- Regex validation has a one-second deadline and a four-worker capacity
limit. A complex pattern or capacity error leaves the card pending with
a validation error.
- No database migration or change to company authorization is required.

## Model Used

- OpenAI GPT-6 through Codex. The session exposes the GPT-6 model
family; its exact runtime model identifier and context window size are
not exposed. Used reasoning, 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>
2026-10-02 14:21:11 -05:00
DottaandPaperclip 7a52dcdc74 fix: repair MCP validation and cancelled execution recovery (#14951)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The tool gateway gives agents access to connected services. Recovery
controls what happens when a run stops.
> - Generated tool names can exceed the provider limit after the MCP
client adds its prefix.
> - The same invalid definition can fail each automatic retry. A
cancelled run can also hold saved messages without showing its cause.
> - This pull request bounds tool names, stops configuration retries,
and retains cancellation evidence.
> - It shows the stopped run and admits saved input only after the
existing safety checks pass.
> - The benefit is a clear recovery path that preserves operator Stop
and prevents duplicate message delivery.

## Linked Issues or Issue Description

**What happened?**

A long connected MCP tool name makes the provider reject the entire
request. Automatic recovery repeats the invalid request. Separately,
unexpected legacy cancellations can leave saved input behind a recovery
hold. The notice does not identify the stopped run or its cause.

**Expected behavior**

Complete MCP names fit the provider limit. Tool-definition errors
require configuration repair. Cancelled runs retain their source and
reason. The recovery notice shows the cause and saved-message count.
Verified unexpected cancellations can start a fresh turn through the
existing admission checks.

**Steps to reproduce**

1. Assign an App gallery connection with a long application key and tool
name to a Claude agent.
2. Start a run. The provider rejects a name over 128 characters,
including its MCP prefix.
3. For cancellation recovery, stop a legacy provider turn without an
operator Stop request and send a user message while the recovery hold is
active.
4. Inspect the recovery notice and the deferred message queue.

**Paperclip version or commit**

Rebased onto master at `cf8ad63c806685bfd7c48e3ed4a919d61a7c55f1`.

**Deployment mode**

Hosted or self-hosted server with legacy Claude or Codex execution.

Related public work:

- Refs #14017. That PR caps name segments. This PR preserves existing
short names and uses stable hash aliases for long complete names. It
also covers classification and recovery.
- Refs #4510. That PR adds a cancellation-source column. This PR records
bounded evidence in the existing run result, without a migration.
- Refs #12552 and #4506. Those PRs suppress recovery after operator
cancellation. This PR preserves operator intent and uses the existing
continuation gates.

## What Changed

- Bound gateway names with the full provider prefix in the 128-character
budget. Retain the original upstream tool name for dispatch and
permissions.
- Classify invalid tool definitions as configuration failures before
diagnostic redaction. Stop automatic retries and continuation attempts
for that error code.
- Persist cancellation source, expectedness, initiator, reason, and
time. Preserve recorded Stop intent when adapter results arrive. Report
unexpected started cancellations with closed diagnostic labels.
- Show the run cause, saved-message count, and Inspect run link. Offer
Continue for eligible unexpected cancellations. Require verified
provider stop, empty tool inventory, ownership, and the existing pause,
budget, approval, and dependency gates. Use the existing queue for
single delivery.
- Add regression coverage and update the execution, MCP gateway, and
run-log documentation.

## Verification

- `pnpm -r typecheck` and `pnpm build` passed.
- `pnpm check:token-gates` passed.
- Ran `pnpm test:run` and completed its workspace and serialized groups.
Initial resource and timing failures passed on isolated reruns. All 149
serialized route suites passed.
- Reran the changed server, adapter, and UI suites after the rebase.
Coverage includes long-name upstream dispatch, configuration retry
suppression, cancellation evidence retention, privacy labels, oversized
run projection, and concurrent saved-message delivery.
- `pnpm test:e2e tests/e2e/legacy-failure-continuation.spec.ts` passed
all six browser scenarios. The recovery notice shows the run cause and
inspection link, and each recovery entry point reaches one new response.
- Added database-backed checks for active, removed, paused, unavailable,
and disabled chat connections. The final continuation and
recovery-notice suites passed 167 tests. Externally bound chats hide
board Continue and show a usable next action.
- All 55 GitHub checks passed on
`42afbf1371dcaeb72646e3d8f65c19ff7cddf8de`. Two unrelated Storybook jobs
were skipped by their normal conditions. Greptile reviewed that commit
at 5/5 with no findings and no open review threads.

## Risks

- Long tool names change to aliases. Existing short names stay
compatible. The original connection and upstream name remain the
dispatch authority.
- Invalid tool definitions no longer get automatic retries. An operator
must repair the configuration before a new attempt.
- Continuation changes apply only to positively identified unexpected
legacy cancellations with complete empty tool inventory. Operator Stop,
unknown historical cancellations, outstanding tools, and unverified
provider termination keep their holds.
- No database migration. The added projection fields are optional.
Cancellation reason and initiator IDs remain local run evidence; Sentry
receives only closed source and initiator-type labels and expectedness.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository editing, shell
execution, and GitHub tool use. The runtime does not expose the exact
model variant or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 13:47:59 -05:00