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| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 DottaandPaperclip
|
59e191c368 |
Limit first onboarding to Claude and Codex (#18309)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - First onboarding helps a new user connect the first agent. > - Its provider picker currently includes GitHub Copilot. > - The first setup should offer only Claude and Codex. > - This pull request limits that picker to those two providers. > - Users can still choose other providers when they add more agents. ## Linked Issues or Issue Description **What existing behavior does this improve?** The model-source picker in first-agent onboarding. **Subsystem affected** `ui/` — the onboarding wizard and its tests. **Current behavior** First onboarding offers GitHub Copilot. It can also expose other providers when their display metadata marks them as recommended. **Proposed behavior** Show only enabled Claude and Codex choices in first onboarding. Keep their automatic native-runner routing on qualified execution environments and the silent legacy fallback on native Windows, with the same provider UI. Keep all supported providers in the later Add Agent flow. Require a visible provider choice when an old draft names a provider that is no longer offered. **Reason and benefit** Keep the first setup focused while preserving provider choice for an existing company. **Breaking changes** Old Copilot or other provider drafts require a new choice in first onboarding. Existing agents, provider APIs, and the Add Agent flow keep their current behavior. **Additional context** Related provider setup work: #15562. This change only narrows the first-onboarding picker. Searches for onboarding/Copilot and first-onboarding PRs found no duplicate change. This is a small improvement to the existing setup flow, consistent with ROADMAP.md. ## What Changed - Limit first-onboarding adapters to Claude and Codex, with existing availability checks. - Remove the Copilot tile, login card, connection state, model discovery, and creation guards from first onboarding. - Retain only migration handling for old Copilot drafts: clear the retired selection/model/flag, restore automatic runner choice, and avoid reusing GitHub bindings when the user selects Claude or Codex. This also works when both onboarding providers are disabled. - Update coverage for provider choices, disabled adapters, and old Copilot and Gemini drafts. - Clear the model when an unavailable saved provider changes to Codex. - Explain how to proceed when both first-onboarding providers are unavailable. - Update the onboarding feature and access maps. - Document the Windows fallback beside automatic runner discovery, with an explicit note to default Windows to native when its runner support is qualified. This inline migration note is an explicit requirement of the change. - Extend both providers' setup coverage for native and legacy availability without forcing a runtime from the browser. ## Verification - 282 tests passed across all onboarding component/route tests and `NewAgentDialog.test.tsx`. This includes the separate adapter-draft suite that CI identified as still expecting Copilot in first onboarding. - The existing server runner-selection suite passed: 231 tests, including native Claude/Codex runtime translation and Windows legacy fallback. This is automated routing coverage; no native Windows end-to-end run is claimed. - UI TypeScript checks and the production UI build passed. - Token gates, feature/access map validation, module-boundary checks, and `git diff --check` passed. - Reviewer command from `ui/`: `pnpm exec vitest run src/components/OnboardingWizard.test.tsx src/components/OnboardingWizard.adapters.test.tsx src/components/OnboardingWizard.step.test.tsx src/components/OnboardingWizardVariant.test.tsx src/components/NewAgentDialog.test.tsx src/lib/onboarding-route.test.ts`. - A separate browser walkthrough on staging completed the Add Agent flow with Codex and confirmed Copilot remained available. That walkthrough used an existing deployment; it does not prove this branch's first-onboarding change. - Ponytail Paperclip Review and Greptile both scored the latest commit `b470f7023ecb6657bd77edefbcaf2ab12fd89414` 5/5. All review threads are resolved. - All latest-head PR checks are complete: 55 passed and 3 neutral/skipped, with no failures or pending checks. Two server shards passed on a single retry after an unchanged timing-sensitive test exceeded its limit and a self-hosted runner lost its connection. No code or test changes were made for the retry. ## Risks - Low scope: the provider filter belongs only to the onboarding wizard. Native Windows runner support is still unmerged (#18250 is only its build/CI baseline), so automatic selection must retain the existing legacy fallback. Platform selection is based on the execution target, not the browser OS. - Users with an old draft for another provider must choose Claude or Codex. Existing agent configuration is not removed. - Instances that disable both providers have no first-onboarding choice. The wizard explains how to enable a provider or use New Agent from the Agents page. ## Model Used OpenAI GPT-6 through Codex. The exact runtime model ID and context-window size are not exposed in this session. Capabilities used: reasoning, repository edits, shell commands, and browser UI verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
scotttongandPaperclip
|
71f0c0c99e |
feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983)
<!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People coordinate work through conversations, tasks, and requests for input. > - These surfaces must share task state and preserve the context of each decision. > - The existing workspace makes people switch surfaces to follow that context. > - This pull request adds an optional Coordinator workspace with linked conversations, tasks, documents, and decisions. > - Each person can enable it in Settings > Experimental and return to the classic workspace. > - The benefit is a coherent path from a request to an assigned task and reviewed work. ## Linked Issues or Issue Description **Subsystem affected** UI, server, shared contracts, and database. **Problem or motivation** People need a consistent way to start tasks from agent conversations, answer questions, review work, and return to the source context. Decisions and task state must agree across these surfaces. **Proposed solution** Add a personal, default-off workspace experiment. Keep one conversation per agent. Add task proposals, compact task and decision cards, contextual document panels, and a Needs You queue with search, filters, sorting, grouping, and history. **Alternatives considered** Replacing the classic workspace for everyone would remove the opt-out path. Keeping separate decision state in each surface would create conflicting answers. This change uses the existing canonical task and interaction records instead. **Roadmap alignment** This supports the existing agent chat, task management, and human review capabilities. It is an experimental presentation choice. The user requested this isolated implementation after design review. No Discord discussion is claimed. ## What Changed - Add per-person workspace preferences, a default-off setting, and an additive migration. - Add Coordinator navigation, pinned destinations, task lists, agent switching, and contextual panels. - Link task suggestions and creation to the source conversation. Default new task ownership to the current agent unless the user specifies another owner. - Share pending questions, decision receipts, exact review targets, and history across tasks, chat, and Needs You. - Preserve task access, assignment authorization, revision binding, and required output review gates. - Add compact document links, relative timestamps, composer controls, and reduced-motion support for task and decision transitions. - Add component stories, regression coverage, and capability-map documentation. ## Verification - Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29, 2026 at 00:10 UTC: **MERGEABLE, 56 checks passed, four conditional skips, no pending or failed checks**. [Current CI run](https://github.com/paperclipai/paperclip/actions/runs/40790639688) passed without a rerun on this head. - Fresh Greptile **5/5**, zero new comments and zero open review threads; Superagent passed with no suspicious changes. [Checks](https://github.com/paperclipai/paperclip/pull/17983/checks). - Local workspace typecheck/build passed after the latest rebase. The final account-read patch passed UI typecheck/build and all 12 related preference/settings tests, including a delayed real-client request across account changes. Earlier scoped checks cover review deduplication/replay, decision deep links, cross-surface state, access boundaries, and migration replay. - Local database/browser rechecks after the latest rebase were limited by exhausted macOS shared-memory IDs: `initdb` failed before database creation. The local run passed 31 UI/snapshot tests and skipped 24 database tests; those skips and the blocked local browser start are not claimed as passes. The independent Linux CI database and browser checks passed. No running dev database or host setting was changed. - Upstream migration 0403 is preserved. Preferences and durable review retry aliases are generated as replay-safe migrations `0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest snapshots are retained. Every detected conflict was rebased and pushed before waiting for CI/review, as requested. - The PR is unmerged. The active master ruleset still requires code-owner approval for the changed Paperclip skill; no approval or rule change was performed. <details> <summary>Earlier verification failures, integration history, and evidence</summary> These entries preserve prior checkpoints and failures; the current acceptance result is above. - Focused UI and server checks from the isolated build are recorded in the implementation plan. - Browser checks covered the opt-in shell, navigation, task/document links, and decision card states. No new live provider trial is claimed for this handoff. - Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, rebased onto master `8bc051245` immediately after its GitHub review-repair migration took 0403. Preferences are generated as idempotent `0404_tense_silver_sable.sql`, preserving upstream SQL/journal/snapshot history and five newest snapshots. GitHub reports MERGEABLE after the immediate lease-protected push. Scott's updated instruction is to rebase and push every conflict resolution first, without waiting for CI or Greptile; verification follows the push. - The final reviewed feature tree was consolidated for repeatable single-commit rebases. The complete previous commit history remains reachable through local recovery ref `codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot `0e1bbdf4e`). The actual rebase completed, and its tree hash exactly matches that resolved snapshot. The force-with-lease required the known remote head `0e6ef7c44`, protecting against concurrent branch changes. No PR merge or permission/runner setting change occurred. Fresh CI/review are in progress for the current head. - `2001132fa` received Greptile 5/5 with one nonblocking account-switch read finding. Current head detaches path-coalesced preference GETs and disables HTTP caching, retaining React Query's account-scoped sharing. A delayed real-client GET regression proves account B can load its saved choice before account A responds, and A's late response only updates A's cache. Preference/settings tests 12/12 and UI typecheck passed; its review thread is resolved. Fresh current-head CI/reviews are pending. The prior CI chat shard 3 ended with “The operation was canceled” and no assertion failure ([job 123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631), `/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed to that cancellation. - `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads and Superagent pass. All browser tests including the repaired YAML shard passed, and 54 checks passed. General server shard 9 ended with “The operation was canceled” and no failed assertion; its test step was marked cancelled (job [123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893), log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was started after the workflow completed, but master moved while it ran. A local nested-clone check timed out in its 30-second database-startup hook and then failed cleanup before the 20 database cases ran; this is retained as a local verification limit (`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or proof of the CI cancellation cause. - Following Scott's instruction, the new conflict was rebased and pushed immediately without waiting for that rerun. Upstream's `0403_natural_cerise.sql` is preserved; regenerated preferences and retry-alias migrations are `0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`, replay-safe with five newest snapshots retained. The YAML helper conflict combines upstream's click and header behavior with the editor-selection guard and injected regression. Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase work. Current head is MERGEABLE. Full workspace typecheck/build passed; UI and snapshot checks passed 31 tests, but 24 database tests were skipped by the local support probe, and the local browser server could not initialize PostgreSQL. A direct disposable `initdb` diagnostic established the host limitation: `could not create shared memory segment: No space left on device` (`shmget`, shared-memory IDs exhausted, not disk space). No dev database or host setting was changed. Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`, `/tmp/pr17983-2001132-db-probe.log`; checks: `/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`, `/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`. These local skipped/blocked checks are not claimed as passes; fresh CI on independent runners is in progress. - `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads and Superagent pass, but [E2E shard 7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925) failed parsing an Advanced YAML clipboard read beginning with “Skip to Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`. Current head hardens the test helper to verify editor focus and selection, clear stale clipboard content, and require the YAML header at the start of a fresh copy before parsing. Saved-state assertions and timeouts are unchanged. All six Advanced YAML browser journeys passed on a disposable local instance (41.0s); the exact lost-response journey also passed with a one-time injected surrounding-page copy, verifying rejection/reacquisition (17.6s). The precise browser focus/clipboard timing in CI remains unproven; the observed invalid-read path is now guarded and deterministically exercised. Logs: `/tmp/pr17983-yaml-clipboard-scope-browser.log`, `/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head CI and reviews are pending. - `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking deep-link finding. Current head preserves attention links using `?decisionId=`: the requested pending decision is rendered even beyond the first 40 cards, focused and scrolled into view, then only that parameter is consumed so later refreshes do not refocus. Other URL parameters remain. Needs You tests 10/10 and UI typecheck passed; its review thread is resolved. The preceding post-rebase regression run passed 45/45 tests. Fresh current-head CI/reviews are pending. - `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and Superagent pass. While 32 checks had passed, master moved and caused a documentation conflict in `maps/feature-map/onboarding.md`. Rebased immediately, preserving both onboarding paragraphs. The complete four-commit branch was pushed as `19e6dcb0b` before waiting on CI/review, per Scott's instruction. A transient Git index lock interrupted the first continue; the command sequence briefly pushed intermediate `34e298c07`, then the completed rebase was immediately pushed. All feature and security/retry fixes are present; local recovery ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase history. The only tree differences from that ref are upstream's two smoke-test files and the combined documentation paragraph. GitHub reports MERGEABLE. Fresh current-head verification is in progress; prior-head review results are not current acceptance. - `21efa3120` passed Superagent but Greptile scored 4/5 for a valid retry-key persistence bug: an acknowledged duplicate key could reopen a resolved review. Current head adds an additive, replay-safe `0404_light_swarm.sql` migration for indexed, task-scoped aliases from acknowledged retry keys to the canonical interaction. Alias registration and retry lookup occur under the existing task lock; payload/actor mismatch still conflicts, and each canonical review permits at most 100 aliases. Original and acknowledged keys replay the terminal result rather than creating a new gate. Five newest migration snapshots are retained. Service/routes tests 165/165 passed; final quality review plus migration replay/snapshot checks 25/25 passed; server typecheck passed. The P1 thread is resolved in code; fresh current-head reviews and CI are pending. - `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile findings, but Superagent check [123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812) correctly flagged unbounded pending quality-card creation. Current head fixes that under the existing task-row lock: equivalent requests with fresh idempotency keys reuse the pending card; conflicting requests for an unresolved deliverable return the existing interaction ID; pending cards are capped at ten per task across all reviewers. Distinct outputs remain independent, and already-answered items in a partially pending batch can receive a fresh review. Added real-database concurrency, cross-card duplicate, partial-answer, and hard-cap regressions. Quality review 22/22 tests and final server typecheck passed; earlier service/routes 163/163 tests passed before the final partial-answer refinement. One added assertion initially expected a service HTTP error, but duplicate keys are rejected earlier by the existing shared schema; the assertion now verifies that validation. Fresh current-head CI/reviews are pending; the action-required security result is not treated as passed. - `c9c575e5f` completed all 56 checks successfully with four conditional skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are fixed in the current head: independently bound quality approvals now each remain visible in attention; changing/clearing URL-backed assignee/status filters updates the URL and survives task navigation. Both review threads are resolved. Regression evidence: attention service 34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server typechecks and the full workspace build passed on `69c2c7543`. The first new UI test run caught an assertion racing React Router's transition; waiting for the navigation before asserting passes without weakening the navigation/remount checks. These older-head green checks are not claimed for the new fix commit. - Preceding `0e6ef7c44` completed all 56 checks successfully with four conditional skips, fresh Greptile 5/5 and no open findings, and passed Superagent. A fifth migration-metadata collision arrived before the final Runner job finished. Those green results are preserved as prior-head evidence, not current acceptance. - Previous fully verified migration head: `0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master `f8226b051` after the fourth migration-number collision. Master added terminal GitHub-response migration 0401 while the final native check ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and preferences are generated as idempotent `0402_yielding_blink.sql` on top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE after the push. All 1,155 relevant migration/review/interaction/native-execution/remote-assets tests, workspace typecheck/build, migration guards and whitespace checks pass. Fresh exact-head CI/Greptile/Superagent are pending. - Immediately preceding head `36c67cf03` completed all 56 checks successfully with four conditional skips, fresh Greptile 5/5 and no open findings, plus passed Superagent security. No retry was needed for that head's CI. Master advanced and introduced only a migration-metadata conflict while its final native check ran, so that green result does not establish acceptance of the current integration. Four consecutive collisions (0398, 0399, 0400, 0401) during verification are retained as concrete integration churn; a brief pause of competing migration merges was requested, without assuming it happened or changing any repo setting. The PR has not been merged. - Prior fully verified head: `36c67cf03`, on the clean `30059c0ed` integration of master `efd65c112`. The last Greptile P2 is fixed: Needs attention retains the participant-agent scope through authoritative server membership queries for each pending task, including historical participation when another agent currently owns the task. It does not approximate participation with current assignment or enumerate every company task. The actual view-switch regression and all 31 focused task/routing/collection tests, UI typecheck/build, token gates and whitespace checks pass. Greptile completed a fresh 5/5 review on this exact head (review 19) with zero new comments and no open review threads. CI and Superagent remain in progress; no current-head CI failure has been reported. - Head `30059c0ed` received Greptile 5/5 with that one nonblocking participant finding, now fixed. Superagent passed that head. Current-base integration restored the ephemeral RunsOn fleet after a superseded workflow retained queued aggregate jobs: normal cancellation was insufficient; the single force-cancel request was interrupted but readback confirmed that obsolete run cancelled and current CI began on the trusted fleet. No cancellation retry or runner/security/workflow changes were made. Its partial CI was superseded by the necessary participant fix and is not current acceptance. - Previous compatibility/base-sync head: `30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master `efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports MERGEABLE after the push. Coordinator keeps Inbox standalone under More without rewriting the instance's Combined Inbox preference; opting out restores that preference. Saved merged-Inbox URLs resolve to their original owner, task status presets remain usable, and canonical repeated `workspace` parameters retain scoped, deduplicated pagination (including Needs attention). All 192 broader routing/Inbox/sidebar/privacy/review tests and the final 16 task-page tests pass, as do workspace typecheck/build, token gates and whitespace checks. The two review threads are resolved. Fresh exact-head CI, Greptile and Superagent results are pending. - The preceding `d5b9be5bd` remained mergeable but its CI routing gate intentionally fell back to GitHub-hosted runners: “stacked base merge commit does not contain the current base branch.” All 45 downstream jobs stayed queued. Current master was merged cleanly to refresh the pinned base; no runner/security settings or workflow logic were changed. Greptile scored that preceding head 4/5 with the two compatibility findings fixed here. Its automatic Superagent scan was inconclusive at checkout; the documented retry was still pending when superseded. Those results do not establish acceptance of this current head. - Previous approval/migration head: `d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master `ba5bba86d` and the stale-output approval correction. GitHub reports MERGEABLE after the push. The fresh P1 finding is fixed: every submitted item now validates and locks its bound output inside the resolution transaction, whether or not it carries a required-quality-review binding. Real database regressions verify that an advanced document revision or deleted attachment refuses the entire batch without recording approvals, and current ordinary output reviews still resolve. All 272 combined migration/review/interaction tests pass; workspace typecheck/build passed. Fresh exact-head Greptile and CI are pending. The automatic Superagent scan ended inconclusive at checkout; one documented on-demand retry is pending. These are explicit verification limits, not passed security results. The P1 thread is resolved. - Master consumed the next migration slot three times during this verification pass: confirmation recovery took 0398, continuation recovery took 0399, and GitHub acknowledgement recovery took 0400. Each upstream SQL/journal/snapshot is preserved unchanged. Preferences are now generated as idempotent `0401_white_lenny_balinger.sql` from upstream 0400; exactly five snapshots remain, and replay coverage locates this migration by table content. This is recorded concurrent integration churn, not a claim that older green results apply to the latest base. - Head `ed3b68da9` fixed the two history/URL findings with 26 focused regression tests, server/UI typechecks, workspace build and token gates passing. Greptile then scored that head 4/5 with the stale-output P1 corrected in the current head. Its partial CI is superseded, not counted as current acceptance. - Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge of master `063cfd438`. The two fresh Greptile findings are fixed: history outcome filters now match recorded per-item verdicts in SQL before pagination (mixed reviews remain in both applicable outcomes), and same-page URL assignee changes/back/forward navigation update that filter without clearing independent filters. All 26 focused database/navigation/collection tests, server/UI typechecks, workspace build, token gates and whitespace checks pass. The two review threads are resolved. Fresh exact-head CI, Greptile and Superagent results are pending. - The `8458d39d9` migration integration also passed all 328 targeted migration/interaction/confirmation tests, workspace typecheck/build and Superagent security scan. Greptile scored that head 4/5 with the two functional gaps fixed in the current head; those prior-head checks are not current acceptance. - Migration integration head: `8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master `063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE after the push. Master advanced twice during this conflict-resolution pass: first its confirmation-recovery migration took 0398, then its continuation-recovery migration took 0399. Both upstream migrations and journal entries remain unchanged; Coordinator preferences are now generated as idempotent `0400_sad_guardian.sql` from upstream's latest snapshot. Exactly the five newest snapshots remain. The replay regression now locates the table migration by content instead of hardcoding a renumbered filename. - All 328 targeted question/review/confirmation/migration tests passed again after the second merge. Workspace typecheck/build and fresh exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed workspace typecheck/build and Superagent security scan, but was superseded because master consumed migration 0399 while those checks ran. That prior-head result is not acceptance of the current head. No production settings or runner/security permissions were changed, and the PR has not been merged. - Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`, integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub reports MERGEABLE after the push. The renewed conflicts were `0398_snapshot.json`, `_journal.json`, and the top imports in `issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery index and journal history are preserved unchanged; Coordinator preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with replay coverage updated and exactly the five newest snapshots retained. Both terminal confirmation notifications and Coordinator task assignment/required review behavior are preserved. - All 328 targeted interaction/review/confirmation/migration tests pass, as do workspace typecheck, map validation and whitespace checks. The workspace build and fresh exact-head CI/Greptile/Superagent checks are pending. The first migration-generation attempt hit the sandbox's local IPC restriction before generating files; the unchanged authorized local generation completed successfully. Prior-head green checks below do not establish acceptance of this merge. - Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`, with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE. Greptile completed a fresh 5/5 review on this exact head with zero new actionable findings and no open review threads. The [fresh CI workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319) completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E shards. Final completed check set: 55 succeeded, four conditional checks skipped, zero pending/queued/running checks, and one neutral/inconclusive Superagent scan. The auxiliary commitperclip review and isolated native Runner compilation/cache-reuse check both passed. This is not a claim that Superagent produced a passed security verdict. GitHub still reports MERGEABLE against current master `60b8089a44b4eaa37e627adbfdf2f130bda13335`. - Current-head E2E: all eight shards and the aggregate passed, including the previously failing YAML browser journey. Serialized server shard 9/9 failed: the protected YAML projection test exceeded its original 15-second timeout; its late update request then reached the next test's reset mock (the captured payload is the prior test's model/label update). All 88 tests in that exact unchanged file passed locally in 38.03 seconds, with no timeout or assertion changes. The original slow-request cause remains unproven. CI failure log: `/tmp/pr17983-8b7-serialized9.log`; local recovery: `/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged shard rerun passed, and the workflow completed SUCCESS. Rerun log: `/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is retained; a passing retry does not establish its original slow-request cause. - Greptile scored preceding head `4873704be` 5/5 with one valid P2: opened task decision records missed company-scoped live invalidation. The current head uses the existing company decision prefix for resolution and effect-completion events, and resets private record payloads on access changes. Its thread is resolved. All 107 focused record/live-update tests, UI typecheck/build, token checks and whitespace checks pass. - CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML lost-creation-response journey: its clipboard helper selected page text starting with “Skip to Main Content” instead of YAML. The exact unchanged journey passed in a disposable local browser instance (1 test, 17.1 seconds). No assertion, timeout or production behavior was weakened; the original failure cause remains unproven. Failure log: `/tmp/pr17983-487-e2e7.log`; local check: `/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML browser suite also passed locally (6 tests, 37.8 seconds). Fresh current-head CI subsequently passed this journey and all other E2E shards. - Both the automatic and one supported on-demand Superagent scan on `4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base checkout failed or timed out.” These do not count as a passed security verdict. The current head's automatic scan and one documented on-demand retry also returned the identical neutral checkout failure, with zero annotations or further diagnostics. This is an external scanner blocker, not a passed security verdict. No security settings or permissions were changed. - Recorded decision links now render and focus the full source-task record in both Classic and Coordinator, including recorded choice, submitted inputs, and the existing effect-result resolver. Fresh terminal records take precedence over older open-decision cache entries. Context and account checks keep mismatched or inaccessible records out of the DOM; no decision-history tab was added to tasks or chat. The shared company live-run feed now drives live-only filtering, including ended runs and terminal tasks with stale run entries. All 213 focused tests, UI typecheck/build, token and whitespace checks pass; the final focus follow-up passed all 188 task-detail tests and UI typecheck. The first new navigation test failed because its test host omitted company context; the host was corrected before the passing run. - Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1` merges master `1aa3a21ac` after four additional upstream commits. The sole conflict was competing imports in `server/src/services/issues.ts`; both quality-review policy and inbound wake-notice notifications are preserved. The PR-specific review import now sits beside execution-policy imports instead of the frequently changing first line. GitHub mergeability is rechecked after the push. - On the combined master tree, workspace typecheck/build, all 153 affected UI tests, map validation, and whitespace checks pass. Four server suites passed 77 tests; the fifth suite's module-import hook timed out while broad verification was running. Its unchanged isolated run passed all 41 tests in 7.2 seconds with the original timeout. This records recovery without claiming the original import-timeout cause is proven. CI on `375c5e895` passed every substantive job, including all eight E2E shards and Superagent; Greptile found the two functional gaps fixed in the current head. A short-lived `669d90876` commit added the main fixes before the focused navigation follow-up. - Immediately preceding head `9d9737b49` completed all 56 checks successfully with four conditional skips, Greptile 5/5 and no open findings, plus a successful Superagent scan. The signoff E2E shard passed on its single accepted rerun; its initial cancellation/timing failure is retained below. Master moved again while those checks ran, requiring this final integration rather than treating the prior head's green result as current acceptance. - Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was subsequently conflicted by moving master. The master merge preserved durable account-bound writes and Coordinator UX. Workspace typecheck/build, 416 focused UI tests, and 142 affected comment-route tests passed. A stable full UI run on preceding head `938ad1665` passed all 9,833 tests across 836 files; its final full workspace build also passed. - Greptile found nested proposal project inheritance and Classic bound-revision links on `91be74952`. Both were fixed with 142 interaction-route tests, 113 focused UI tests, and UI/server typechecks. Its next review identified a valid draft-preservation bug in the new Classic loading UI. Head `9d9737b49` keeps loading/error notices outside editors and annotations while preserving dirty drafts; 115 focused review UI tests pass, including pending/failed revision loads and continued draft editing. All related threads are resolved. Greptile completed a fresh 5/5 review of `9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings. - CI on `938ad1665` exposed an integration regression with the newly merged durable startup saves: the personal preference gate blocked the task page before its first session lookup. The guarded title editor now mounts while that lookup is pending, with presentation-specific tools still gated. All 216 affected component tests pass. The unchanged five-test `disconnect-write-recovery.spec.ts` browser suite passes against a newly launched disposable local-trusted PostgreSQL instance on port 33219, including the exact failed startup-save journey. No live provider, hosted authentication or production proof is claimed. The helper-owned test server exited and the port has no listener. UI typecheck, built-browser assets, token and whitespace checks pass. - Initial durable-write merge tests found duplicate imports and unscoped draft fixtures, fixed before 416 focused tests passed. A sandbox typecheck could not create its IPC socket; the supported rerun passed. The first revision-link test used a wrong Return to latest button assertion, corrected before the 113-test pass. The startup E2E reproduction initially still failed because an outer shell gate also blocked the page; the subsequent fix passed all five cases without changing the test or its timeouts. A focused loading-header assertion initially used an incorrect fixture title; correcting it preceded the 216-test pass. These failures remain recorded. - Earlier routing gates fell back to GitHub-hosted runners while master was moving or conflicted. Superseded queued runs were cancelled, then the `938ad1665` routing gate explicitly selected the ephemeral RunsOn fleet. Its CI actively executed and completed most tests; only the diagnosed startup E2E shard and aggregate failed, alongside the valid Greptile finding. Auxiliary GitHub-hosted workflows also completed successfully on earlier heads, so queueing alone is not an administrative blocker. Fresh [CI on `9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678) is the acceptance target; the previously failing startup E2E shard now passes. A different signoff E2E shard failed during executor resubmission when its fixture run was cancelled as `issue_continuation_waiting_on_review`. The exact unchanged journey passed locally (1 test, 46 seconds), and the preceding head with identical server/signoff code passed that CI shard. This supports a bounded rerun but does not establish the timing failure's root cause. After the workflow finished, GitHub accepted one rerun of that failed shard and its dependent aggregate; both passed, completing all checks on that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log` and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No assertion or timeout was weakened. - On the first merge, full workspace typecheck/build, all 9,622 UI tests, 267 tests across seven affected server suites, two migration checks, map validation, token gates, and the PR diff whitespace check passed. Greptile then found duplicate local task-search filtering and lost completed item-review detail. Both are fixed, with 42 passing focused UI tests and passing UI typecheck/build. - A subsequent Greptile review found attachment confirmations without working links and mobile history without a visible host. Confirmation layouts now derive the authenticated immutable-content endpoint from the attachment ID, and Needs You uses the existing full-screen mobile sheet. All 119 focused tests pass, including missing/stale display URLs, both review layouts, and both mobile history entry buttons. UI typecheck/build and token checks pass. Full workspace typecheck/build also pass after the second master merge. - Greptile gave head |
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|
DottaandPaperclip
|
fbaf3c6ed2 |
feat(onboarding): connect a custom AI gateway (#17253)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A person must connect an AI account when they set up the first agent. > - The existing connection form supports custom Responses and Messages gateways. > - First-agent onboarding does not expose that form or its saved model list. > - A person who uses a custom gateway cannot complete this setup through the normal controls. > - This pull request adds the existing gateway form to onboarding and requires a model before Connect. > - The person can save the account first, then choose Connect to test the environment and hire the agent. ## Linked Issues or Issue Description Refs #14104. This addresses the missing custom endpoint option during first-agent onboarding. Refs #15103. That issue also covers other adapters and the separate New Agent wizard. Related source review: - Refs #15884. That proposal adds a Local LLM source, changes private-network HTTP validation, and uses OpenCode. This change uses existing gateway routing and preserves the explicit environment test before hire. - Refs #14006. That proposal adds new providers and connection methods. This change uses the existing OpenAI and Anthropic managed connection contracts. **What existing behavior does this improve?** The API-key step of first-agent onboarding for Codex and Claude. **Current behavior** The wizard accepts a direct provider key but does not expose custom gateway setup or the saved gateway model list. **Proposed behavior** Choose Use a custom gateway. Save its URL, key, and models through the existing connection form. Select a saved model. Choose Connect to run the normal environment test and hire the agent with the managed connection binding. **Reason and benefit** People can complete onboarding with an existing custom gateway. They can save the connection before any agent test starts. **Breaking changes** No API, database, or routing schema changes. The new path applies to Codex and Claude API-key setup. Existing direct-key setup remains available. ## What Changed - Add a small onboarding dialog that reuses `AiProviderSetup` for Responses or Messages gateway connections. - Let the shared setup form use Save connection as its submit label in this dialog. - Bind the saved account to the current company and adapter. Clear its selection when the person changes companies or chooses another API key. - Load the saved connection's models. Require a model before Connect can test the environment and hire the agent. - Show a loading state, a visible error, and Retry loading connection when the saved connection lookup fails. Reuse the shared lookup cache and preserve the model hook contract for existing consumers. - Cover saving, model selection, delegated account use, secret exclusion from drafts and hire payloads, and Cmd+Enter in the gateway dialog. ## Verification - Focused UI verification: `pnpm --filter @paperclipai/ui exec vitest run src/components/OnboardingWizard.test.tsx src/components/ai-connections/AiProviderSetup.test.tsx` — 187 tests passed across two files. - The first focused attempt had one test-only failure because its fixture lacked `TooltipProvider`. The fixture now supplies that provider. The complete focused run then passed all 187 tests. - The new test confirms that saving the connection and pressing Cmd+Enter in its dialog do not call the adapter test or hire API. Connect remains disabled until model selection. Connect then uses the selected model and managed connection for both test and hire. - Rebased onto `origin/master` at `042051904d368f5514e287e5ca8e404dc8f78a0d`. The two focused UI files passed all 187 tests again on the rebased tree. - UI typecheck passed on the rebased tree. The first attempt found missing generated Plugin SDK declarations in the fresh worktree. `node scripts/ensure-plugin-build-deps.mjs` built the local shared and SDK artifacts. The Storybook catalog check and `tsc -b` then passed. - Reused installed third-party packages from the unchanged lockfile. Worktree-local workspace links pointed at the rebased source. No older workspace source was substituted. - The full token gate checks and `git diff --check` passed in this isolated worktree. - An earlier wider local repository run failed in a chat-channel test. That failure was not investigated in this isolated UI follow-up and remains part of the verification history. The complete CI suite for this PR later passed on the reviewed commit. Deployed gateway acceptance has not been run. - Review follow-up: reproduced the failed saved-connection refresh before the fix. The new test failed because the page did not show the lookup error. The page now shows the error and Retry loading connection. Connect stays disabled until lookup and model selection succeed. - The new failure-and-retry test uses separate response objects so cache mutation cannot hide a failed refresh. It also proves that save and retry do not probe or hire an agent. - The expanded regression initially needed a corrected mock return type. After that correction, all 199 tests passed across OnboardingWizard, AiProviderSetup, and useConnectionModels. UI typecheck, all token gate commands, and `git diff --check` passed. - The review fix is pushed at `12b4e9cb8528ba44af377315ba39fe3fbccae7bd`. All 53 active CI and security checks passed on that exact head. Two Storybook checks were skipped. Greptile completed with 5/5, and there are no unresolved review threads. The earlier local chat-channel failure remains recorded above. - No live Cloud gateway campaign or candidate deployment has been completed for this product change. ## Risks - Gateway setup adds a nested dialog inside onboarding. Its key events must not submit the parent wizard. The Cmd+Enter regression test covers this boundary. - A saved connection can offer no model list. That state permits an explicit model ID and still requires selection before Connect. - Saving a connection proves that it was stored. The normal Connect action remains responsible for runtime validation. A successful mocked UI test does not prove gateway reachability from a deployed runtime. - `ROADMAP.md` already includes personal and shared AI accounts and multi-model teams. This is a scoped extension of those capabilities. It does not add a provider, a protocol, or wider URL access. ## Model Used OpenAI Codex, GPT-6 family. The exact deployment model ID and context window are not exposed in this session. The agent used reasoning, tool use, code editing, and local test execution. No unverified model ID or context size is claimed. ## 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 - [ ] 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> |
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Devin FoleyandPaperclip
|
c5ca29dbef |
fix(claude): prepare compatible sandbox runtimes during onboarding (#17259)
## Thinking Path > - Paperclip connects agent accounts and prepares their execution environments. > - A managed sandbox image can outlive the model defaults shipped by the app. > - Claude setup skipped installation whenever a CLI was already on PATH. > - The selected model then failed its minimum-version check after sign-in succeeded. > - This pull request prepares a compatible private CLI before testing or running it. > - Cloud onboarding also stops asking customers to run inaccessible shell commands. ## Linked Issues or Issue Description **What happened?** A new managed Cloud stack completed Claude subscription sign-in. Its environment test then failed because the snapshot contained Claude Code 2.1.263, while the selected `claude-opus-5-5` model requires 2.1.280. The screen displayed Manual debug commands that a hosted customer cannot run. **Expected behavior** Paperclip prepares its managed runtime before testing the selected account. A stale image CLI does not require the customer to upgrade a server package. Failed preparation still blocks hiring. Cloud does not display manual shell debugging. **Steps to reproduce** 1. Start a managed sandbox with Claude Code 2.1.263 on PATH. 2. Connect a Claude subscription and select `claude-opus-5-5` on the CLI lane. 3. Connect the agent. Installation is skipped because the command exists, then the version gate blocks the hello test. **Paperclip version or commit** Source baseline: `6204239cfc8c3be79fc185cf3f468ebaa0ab1e3e`. **Deployment mode** Authenticated managed Cloud with a Daytona named snapshot. The correction also applies to the default CLI in other managed sandbox transports. Related work: Refs #14993 sets model/runtime requirements; Refs #15993 changes native defaults on qualified targets. Neither prepares an outdated default sandbox CLI on this path. Searches found no open duplicate. ## What Changed - Check the actual default CLI against the selected model's existing minimum version. - When a sandbox's default command is outdated, install the exact required npm package into a private versioned workspace prefix. Reuse a compatible private installation. Keep the image's global CLI intact. - Verify the private executable and use that same command for the account hello test and normal CLI runs, with matching command metadata. Probe effort support after preparing that executable so the chosen effort is retained. Keep the model, account, engine and permissions unchanged. - Return safe preparation checks to environment tests and normal run logs, distinguishing installation failure causes without returning raw installer output or credential-bearing URLs. - Exclude provider and Paperclip credentials from the installer environment. Preserve the existing failing version gate if installation or verification cannot succeed. Local, SSH and explicit custom commands remain operator-managed. - Hide Manual debug and legacy operator check hints on Cloud and while deployment metadata is unknown; preserve check messages and details. Retain self-hosted help and the detailed failed checks. Cloud copy asks for a retry instead of asking the customer to repair the environment. - Add subprocess-backed runtime controls, an account-probe regression and mounted Cloud/self-hosted wizard controls. Update development guidance and the affected capability maps. ## Verification - Passed all Claude source suites and the server Claude execution suite on head `c941ae44c22d8dafec0df033a129e39ce4ebd966`: **412 passed**, one existing opt-in test skipped. These include the new command/effort ordering, safe installer diagnostics, environment forwarding and run-log regressions. - On final head `0ecae0e9304f495a57524158b3700b8e9bc21cb8`, passed **208 tests** across all 174 mounted onboarding wizard tests and 34 Claude execution tests. The failure fixture includes the real command-bearing hint, and execution asserts both metadata command fields agree. - Passed `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, `node scripts/check-maps.mjs` and `git diff --check`. Full typecheck and build were repeated successfully on final head `0ecae0e9304f495a57524158b3700b8e9bc21cb8`. [Latest-head CI](https://github.com/paperclipai/paperclip/actions/runs/39879208694) is green: 54 checks passed and two skipped, including browser E2E and serialized database suites. - The new runtime controls execute real subprocesses with a controlled installer. They cover an old CLI, an already compatible CLI, failed or ineffective installation, local/custom commands, and an unknown version. The probe regression asserts that the hello call uses the private executable. - A separate non-root local subprocess check installed the real npm `@anthropic-ai/claude-code@2.1.280` package. Its private command reported 2.1.280, the simulated image CLI remained 2.1.263, and a second preparation reused the private copy. This ran on macOS ARM64. It did not use a provider account, send a model prompt, or prove live Daytona behavior. - Attempted `pnpm test:run`. Embedded PostgreSQL initialization failed after five attempts on this Mac with `Postgres init script exited with code null`. The unchanged native-session database cases then failed. Stopped only that full-suite process tree after recording the repeated startup failure. No full local-suite pass is claimed; Linux CI must cover those tests. - The first new subprocess fixture had a quoting syntax error. It was corrected before the passing focused runs. The one-off real-package script first required an ESM extension correction, then passed. Logs retain both attempts. A new execution assertion initially inspected the final sandbox cleanup shell instead of the launched command; it now checks execution metadata. A broader directory selection also picked up generated `dist` tests whose Markdown fixtures are not copied by the build (two ENOENT failures). The explicit source-suite run above passes; no generated-test pass is claimed. - Apex review: **5/5**, reviewed final head `0ecae0e9304f495a57524158b3700b8e9bc21cb8`, all five earlier findings addressed and resolved, no new findings. - Merge, deployment and a fresh live Cloud subscription test are still required. No customer account or production runtime was changed by this branch. ## Risks - An outdated sandbox needs npm registry access and up to 120 seconds for one bounded installation attempt. A failed or unverified install continues to block execution. - The versioned package uses sandbox workspace storage. Compatible cached copies avoid repeat installation within that workspace. Existing runtime cleanup and sandbox lifecycle still apply. - The compatible version comes from the adapter's existing model-version contract. This does not add a model fallback or change the selected execution engine. - No schema, credential, permission, workflow or lockfile change. ## Model Used OpenAI Codex, based on GPT-6, assisted with implementation and verification. The exact serving model ID and context-window limit are not exposed in this session. Capabilities used: code editing, shell execution, API inspection and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Nicky LeachandPaperclip
|
79b2bf78dd |
Create agent records when onboarding names are submitted (#17005)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Core onboarding selects an agent and connects its provider account. > - The current flow creates the agent record after authentication. > - Setup needs a stable agent identity as soon as the user submits its name. > - This PR saves a paused setup record on name submission and finishes the hire on that same record. > - The existing sandbox authentication and approval paths continue to apply. ## Linked Issues or Issue Description **Subsystem affected** Core agent lifecycle, shared validators, and onboarding UI. **Current behavior** Onboarding creates the database record at the final hire step. Earlier authentication and saved setup have no agent record. **Proposed behavior** Create a paused agent with a setup hold when the user submits its name. Do this before adapter selection or authentication. Update that same record after adapter selection. Reuse its ID on retries and saved setup. Finish that record through the existing hire path. **Reason and benefit** Give setup a stable identity without coupling this refactor to computer provisioning or a new execution backend. **Breaking changes** Incomplete setup now leaves an inactive agent record. Existing clients can still create and hire agents without the new optional fields. The sandbox authentication flow and API key support remain in place. **Additional context** Requested Core-only refactor. Related work: #15422 changes runner defaults. This PR preserves those choices. No duplicate early-record refactor was found in the issue and PR search. ## What Changed - Save the agent when the user submits its name in both onboarding entry points. Use a provisional adapter until the user chooses one. Reopen name-only drafts at adapter selection. - Add retry-safe setup creation and same-record hire completion. Keep approval checks at final hire. - Save and restore setup configuration in both onboarding entry points. Show Finish setup for paused setup agents. - Restrict setup changes to authorized board users. Block generic resume until setup finishes. - Add lifecycle, authorization, connection, and UI coverage. Update the specification and feature maps. ## Verification - Latest focused server run: 126 lifecycle and AI-connection tests passed after the Apex fixes. An earlier broader run passed 301 lifecycle, instruction, adapter-validation, and AI-connection tests. Earlier authentication, retry, cross-company, and direct-create regressions also passed. - Name-save verification: 336 tests across the wizard, naming dialog, New agent, action-button, and wizard-step suites passed. Coverage includes retry identity, repeated submission, closing during a save, saved-model restoration, and a disabled process adapter. - Shared, server, and UI TypeScript checks passed. The latest UI package check and direct server TypeScript check passed. The server package preparation command could not finish locally because Cargo is unavailable; full build preparation runs in CI. Map checks, token gates, and `git diff --check` passed; each pushed diff was scanned for credentials and PII. - All six onboarding browser tests passed together with installed Chrome against a fresh throwaway instance after the Apex fixes. They include numbered duplicate names, first-time Copilot without a connected account, and Grok’s saved model. They verify early persistence in both entry points, closing and reopening a name-only draft, same-record adapter selection, sandbox sign-in, login reload, and failed-connection gating. Provider responses are simulated; Core persistence is real. - Regression coverage includes incomplete Copilot creation versus final validation, Kimi settings through redacted responses, stale local drafts, company switches during creation, saved environments, and provider changes with personal/shared old bindings. - Apex found five name-only setup gaps: numbered names, early Copilot account validation, the Grok model default, same-name draft ownership, and provisional runner restoration. The fixes preserve server names, defer implicit account binding until hire, set Grok’s model, avoid name-based reuse of unfinished records, and restore Auto for pending adapter choices. UI, database, and browser regressions cover these cases. - Standard Greptile found a Grok provider mismatch in the new adapter save. The save now uses ACPX with the Grok profile. Both the 129-test dialog/setup run and a real-API browser regression passed after the fix. The first browser attempt stopped on an ambiguous empty-roster button selector; it now scopes the click to the toolbar. - Moving the save point exposed a saved-model reset and timing assumptions in the same-name and portal fixtures. The source choice now preserves the restored model, and tests cover same-name recovery without a second hire. - Initial CI exposed direct-create compatibility, concurrent setup effects, fixture assumptions, and a missing-fields assumption in the provider-validation guard. These were fixed and verified locally. Review findings were addressed with authorization, recovery, credential-persistence, and restored-configuration regressions. - The final desktop capture passed after host resource cleanup. A repeat first failed before Core started because macOS had exhausted shared-memory IDs. Standalone PostgreSQL initialization reproduced the same error. Releasing only unattached control segments from this task’s stopped test databases allowed the unchanged revision to pass. No Core or system setting changed. - Local database tests required port access outside the sandbox. Missing declared development dependencies were supplied outside the branch. No live provider sign-in was tested locally. - [Full monorepo CI](https://github.com/paperclipai/paperclip/actions/runs/39522434236) is green on `82b82fec189a172a885d4dd565ae2f4a18c73efc`. Standard Greptile scored 5/5 with zero new comments (check `118969424903`). The subsequent Apex review also scored 5/5 with zero new comments (check `118972866331`) on that same commit. All review threads are resolved. - The separate Superagent Security scan returned neutral/inconclusive because its pinned merge-base checkout failed or timed out. GitHub returned 404 for check and suite rerun requests. This is not a successful security scan; the CI workflow and other security checks passed. ## Risks - Users can leave inactive setup records behind, including after name submission alone. These records cannot run until hire completes. - Setup completion touches hiring and approval boundaries. Tests cover retries, company isolation, creator permissions, and approval snapshots. - An uncertain credential-save result retains its new secret reference for retry. A confirmed client rejection removes only credentials staged by that attempt. - No schema migration or VM provisioning change is required. Agent-computer integration is out of scope. ## Model Used OpenAI Codex, based on GPT-6, with repository search, code editing, and tool execution. The exact deployment 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] Apex Greptile is also 5/5 on the same commit as standard review and green CI - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
92b238137b |
Connect and configure GitHub Copilot through Apps (#15705)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps and AI Connections store credentials and govern access to agent runtimes. > - Users need a supported saved-token connection and config values that survive save and reopen. > - The release must preserve saved-token access and task lifecycle guarantees. > - This pull request will connect Copilot through the normal Apps and AI Connections path. > - The benefit is a reviewable part of the Copilot production release. ## Linked Issues or Issue Description Refs #15701 and #15703. Supersedes setup work in #15562. Base: #15703. Next: #15706. ## What Changed - Require configuration update authority before Copilot credential-bearing model discovery; default to the saved environment and preserve explicit selection for editors. - Keep Copilot discovery passive during reconnect reconciliation; refresh on explicit opening, account/environment changes and reconnect. - Add GitHub AI token connections with encrypted storage, ownership, grants and audit logging. - Keep repository access separate from Copilot runtime authentication. - Probe the selected environment without sending a model prompt and preserve authenticated model selection through save/reopen. - Keep fresh execution admission consistent with normal Copilot setup; persist task model choices without changing provider or permission policy. - Refresh authenticated models after reconnecting the same saved Copilot account, including recovery from a previous authentication error. - Apply the additive provider-default constraint migration through the normal generated migration workflow. ## Verification Runtime #15701 is merged at `d855e550ad8d2a267312983f26457aabf5393c3a`. History #15703 is merged at `df80616d98119cbf5abd40549794d9980a5fabf6`. Remaining source [`42bcbd61299655f7e37aabe6bb5f19bba770ad1d`](https://github.com/paperclipai/paperclip/commit/42bcbd61299655f7e37aabe6bb5f19bba770ad1d) contains the four-file authorization repair. The remaining PR trees preserve six nonoverlapping files from the newer public mainline managed-settings fix and the CI-owned lockfile. No unrelated provider is enabled. The security finding is repaired: existing-agent discovery requires `agent_config:update` before connection selection or token resolution. The saved environment is the default. Authorized editors can select a prospective environment. Both denied board-viewer and agent-reader regressions fail on the original source. All49 route tests and server typecheck pass with the fix. Denied requests perform no connection selection, credential resolution or probe. Current-head security scans pass on both remaining PRs; the repaired thread is resolved. Copilot CLI1.0.88 and profile47 retain digest `sha256:55044aa235e88b3fe36ec8a556ee1e3382590870aab907e4462ef7d64af49cea`. The [qualification record](https://github.com/paperclipai/paperclip/blob/42bcbd61299655f7e37aabe6bb5f19bba770ad1d/doc/plans/2026-10-20-copilot-qualification-v47.json) reports20/20 Product cells,154 assertions and7/7 protocol cases,46 assertions against frozen normal installed source `c2616370800f5f6df45246b0890ba35a7cd2faab`. The exact qualification model is `gpt-5.6-luna`. Every passing Product case confirms cleanup. Original failures remain recorded; automatic behavior retries are disabled. The route-only authorization repair changes no bound runtime/profile bytes and does not relabel the frozen campaign. The ordinary installed remote journey passed saved-token selection, model discovery, normal UI save/reopen, metadata-only Test, completed task, accepted receipt and exact19-byte browser download. An open model catalog caused no additional discovery requests during117seconds. Actual installed runtime smokes passed on macOS ARM64, macOS x64 under Rosetta and native Linux x64 on Daytona. Raw token browser entry was not exercised; encrypted connection creation used the normal API. The first Daytona file attempt timed out during delayed semantic dispatch; its precise stalled layer remains unresolved. Independent ordinary remote delivery and the other19 Product cells passed before one instrumented recheck passed8/8 with unchanged source,prompt,assertions and deadlines. No causal latency repair is claimed. Before the authorization repair, all four final PR heads passed required verify/E2E and fresh Greptile5/5 reviews with zero unresolved threads. Current-head CI/review is running for the two repaired heads. Local focused checks retain129 connection,59 runner,72 shared-eval and88 recovery/workspace passes, plus migration safety and token gates. The additive Copilot migration is361; released master history is preserved. [Cloud normal-package run39414239704](https://github.com/paperclipai/paperclip/actions/runs/39414239704) builds the pre-security source4f3f. All four native producers and Linux package assembly pass; the final clean installed consumers are finishing. All18 retained archives match their hashes;37,863 regular files contain zero selected credentials. That package does not contain the later route repair. The actual final published package must include it and pass the local/Daytona live canaries. The frozen Daytona image remains published and independently verified. No separate full-image scan is claimed. Docker builds run in the cloud. **Remaining:** current-head CI/review, setup and qualification merges, final publication, and ordinary local/Daytona canaries against the actual shipped package. The user explicitly authorizes the maintainer review override; CI remains a merge gate. No production deployment is claimed. Provider USD remains unknown and GitHub-attributed. ## Risks Bad credentials, missing entitlement, runtime installation and unavailable models must remain distinct failures. A connection must not adopt ambient credentials. The constraint migration changes accepted provider values, with no credential-storage migration. Current-master NewAgent fixture extraction is retained. Copilot cases use that shared support and test both passive discovery and explicit reconnect under the same setup lifecycle. The onboarding retry regression shares the component suite’s saved-connection, authenticated-model, draft, agent-list, hire and render lifecycle fixtures. Keeping it beside the existing onboarding failures makes adoption versus duplicate hire observable under the same lifecycle; this is the concrete cohesion reason for the existing large test file. ## Model Used OpenAI Codex, based on GPT-6. The exact serving model ID and context window are not exposed in this task. Used for code changes, review and tool-assisted verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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> |
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DottaandPaperclip
|
8193abb936 |
feat(claude): default qualified macOS and Linux targets to Paperclip Runner (#15997)
## Thinking Path > - Paperclip must run the selected agent on its selected host. > - Claude needs verified packages for each supported target. > - A Mac controller must select the correct Linux provider pack. > - New defaults must follow package and execution evidence. > - This PR adds Claude platform packaging and target-specific pack selection. > - Existing Codex Linux ARM64 behavior remains intact. ## Linked Issues or Issue Description Refs #15683. This PR depends on #15993 and #15994. Related scope: #15422 and #15224. ## What Changed - Reuse the merged four-target daemon producer/consumer matrix. Add target-owned Linux provider packs and carry their immutable identities through release assembly and vendoring. - Reuse master’s landed pinned Claude SDK ARM64 executable admission and retain package-integrity, architecture and no-follow admission. - Select target-specific remote packs so Mac controllers can use Linux hosts without a development pack override. - Preserve read-only runtime context on SSH startup and resume without accepting unverified old content. - Check ordinary installed Claude readiness without injected package authority. Retain Codex and Linux x64 consumer checks. - Extend Claude automatic target selection for the remaining qualified package targets. Retain unsupported-platform and external-override behavior. - Qualify managed Daytona snapshot names through provider IDs during Claude Connect. Pin native acquisition to the measured ID. Preserve a revocation marker after failed probes or target edits, and block native acquisition until requalification instead of falling back to a mutable name. Preserve immutable-image proof, company and account boundaries, and Legacy acquisition. ## Verification - Reconciled with master `9179d8dcc3e908c217fde4f63c9d08ccf8132eeb` through the prerequisite stack, retaining the merged startup fix and latest Codex Linux ARM64 behavior. - [Four-target exact-source package qualification](https://github.com/paperclipai/paperclip/actions/runs/39267321383) passed on source `04e0202ca81387b17cbe7fd094a8338648356fe9`: all four native builds, public-package assembly, Linux x64 verification and clean installed consumers on Apple Silicon, Intel Mac and Linux ARM64. The later master reconciliation adds shared OpenRouter attribution and changes runtime source. This historical result keeps its original source identity; [later qualification](https://github.com/paperclipai/paperclip/actions/runs/39281100929) passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. It predates the subsequent TypeScript startup fix. - Fresh local product acceptance on integrated source `b2c9fe43f9cd3bc5dd9d22552da0148845ba71a4` completed a useful file and follow-up through native Claude/Opus 5.5, High effort and the API-key connection. Both actual browser downloads were independently checked; the revision preserves the original body and session continuity. Total task estimates: $0.518432800. Ordinary web and API creation saved defaults with the native experiment disabled. - Local focused verification passed 993 startup/session tests, 243 UI tests, 12 workflow security tests, direct server/UI TypeScript checks, and token/palette gates before the last review changes. Initial DB-backed snapshot pin/revocation coverage passed 18 cases; the final serial route suites pass 122 credential/permission and 232 snapshot/environment cases after correcting a test hook timeout. Current-head cloud suites pass. - Preserved the failed pre-provider local fixture and its full pending reservation. The successful fixture has no unpriced or pending usage. Historical failed Cloud journeys, accounting holds, source identities and subscription limitations remain in the dated plan. - All Docker/Rust release production was performed in cloud CI. No local Docker image was built. An inadvertently invoked local Rust prerequisite was stopped. - Current-head cloud CI is green. All three stack PRs have fresh Greptile 5/5 reviews and zero unresolved review threads. Required typecheck, test and build gates ran in cloud CI; Docker work stayed remote. Earlier failed checks remain in their original runs. - The final master merge preserves task-loading, permission, skill-retention and OpenRouter changes. Pi uses a fresh combined profile 27, preserving both historical profile-24 declarations; Copilot remains profile 22. Focused protocol checks passed 155 cases (one skipped), the updated Pi attestation check passed 18 (one skipped), and 91 evaluation/catalog checks passed. - Latest-application manual continuation passed in 37.942 seconds on `695e5c005a85bddc8711d3fcddcaf6b7e1fb64d0`, with High effort, native Opus 5.5, Anthropic API attribution, the same resumed Claude session, an independently checked 635-byte file and persisted Done status. It uses the earlier verified Mac daemon; the preceding-source package qualification passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. That package run predates the small TypeScript startup fix and is not relabeled as qualification for it. - Upgrade limitation: changed compiled sidecar identity rejected old durable launch state and recovery hit session-open bounds before eventually resuming. That attempt was operator-cancelled and retained; the successful manual continuation does not qualify seamless upgrades. - Local latency profile, Opus 5.5/High unchanged: three alternating real-ACP loopback samples per variant reduce median provider-ready time from 5.081s to 4.034s. The matched real API task startup improves from 5.533s to 4.348s, but total reply time changes from 17.933s to 20.221s because agent work varies. This establishes a startup saving of about one second, not a consistent total-reply speedup. A real candidate follow-up passed in 20.146s and resumed the same saved session. The loopback fixture makes no external model requests; failed initial probes remain retained. - The startup change passes 107 focused runtime/effort/lease tests, 53 profile checks (one skipped), TypeScript checking and the TypeScript-only runtime build. Native hire fixture checks pass 70 tests; their first local run retained a socket-hangup failure and stale OpenCode expectation, both accounted for before the passing rerun. Broader required checks run in cloud CI. ## Risks - **Experience needs improvement:** successful connection setup still shows “Connection needs attention” because runtime checks are deferred. Cold provider-pack upload took 122–126 seconds per run while the task mainly showed “Thinking.” The tested Core-only preview excludes private Cloud UI plugins; this is not full Cloud distribution or subscription qualification. Desktop dark theme was tested; mobile and comprehensive accessibility were not. The portable report validates, but gallery interaction could not be inspected because host preview was queued. - The optional supply-chain scan returned neutral/inconclusive because GitHub Actions package coverage and infrastructure parsing are unavailable. It is not counted as a successful supply-chain qualification. Exact package, daemon and image integrity checks passed. - A stale, missing or wrong-architecture pack must fail admission. It must not change runner or target silently. - Provider-pack source changes invalidate affected earlier execution results. Existing unknown-cost and cleanup holds remain intact. - Live subscription execution remains unverified under the API-key qualification direction. Built-in authentication flows are retained. ARM64 cloud-image production is deferred. Merge and production deployment remain separate. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution and browser testing. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] Focused local tests and final cloud verification 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> |
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DottaandPaperclip
|
45b67f1d93 |
feat: default new Apple Silicon Claude agents to Paperclip Runner (#15993)
## Thinking Path > - Paperclip lets users choose an agent harness and account. > - The server resolves the runner for new agents. > - Claude still needs the same ordinary native-default journey as Codex. > - Existing agents must retain their runner, model and account. > - This PR defaults new Apple Silicon Claude agents to Paperclip Runner with Opus 5.5. > - Users can connect and work without a runner override. ## Linked Issues or Issue Description Refs #15683. This PR depends on #15994 and precedes #15997. Related scope: #15422, #13978 and #15224. ## What Changed - Resolve new Apple Silicon Claude agents to `paperclip_runner`, `provider: acpx`, `acpxAgent: claude`. Keep explicit Legacy, models, provider routing and saved execution. - Use `claude-opus-5-5` for ordinary Claude defaults and retain explicit overrides. - Reuse existing API-key/subscription connections, credential storage and checks. Generalize the shared Advanced runner control with Claude branding. - Carry configured effort into the shared v9 contract. Preserve compatible permissions, instructions, skills, timeouts and session behavior. Require Legacy for unsupported settings. - Qualify a new immutable managed Claude target at explicit Connect through the existing permission-gated probe. Use fresh scoped discovery for test and hire. Discard stale results and require an explicit Connect after settings change. - Retain merged Codex onboarding recovery, auth preparation, import/effort corrections and Grok Bot gates. - Check the Claude first-task wizard's saved default directly. Update configuration/runtime documentation and exact Opus 5.5 accounting. - Align hire fixtures with the merged host-environment restriction. Native agent-authenticated hires cannot inject host env settings; both creation endpoints verify that no extra agent is saved. ## Verification - Updated onto master `9179d8dcc3e908c217fde4f63c9d08ccf8132eeb` through #15994. Native input v9 carries effort while preserving v7 home modes and v8 Muse. Codex defaults remain unchanged. - Focused local verification passed 285 server tests, 323 UI tests, 124 setup/registry tests, and two v9 permission-pin transport cases. Direct server/UI TypeScript checks passed. An initial 30-second hook timeout was resolved by serial verification with a longer hook budget: all 122 credential/permission cases and 232 snapshot/environment cases pass. Direct server TypeScript checking also passes. - Ordinary web creation with the experiment disabled saved native Claude, Opus 5.5 and High effort without runner/model overrides. The actual product task and follow-up both succeeded on integrated source `b2c9fe43f9cd3bc5dd9d22552da0148845ba71a4` with the cloud-built daemon from `04e0202ca81387b17cbe7fd094a8338648356fe9`. The final master reconciliation also changes shared runtime source. Historical proof retains its source identity; a final-source cloud qualification is running before refreshing the preview daemon. - Both actual browser downloads were checked: v1 has three sections/six checkboxes (451 bytes); v2 preserves the original body and adds two Rollback checks (612 bytes). The original attachment stayed byte-identical. The follow-up records session resume and the same provider session. Total estimated API usage: $0.518432800, with no pending/unpriced usage in the successful fixture. - Fixed the live-discovered setup incompatibility: native API-key validation no longer depends on the global Legacy Claude CLI. The existing provider endpoint verifies the key without a paid prompt; subscription/custom routing probes remain intact. - Fixed security review's native-hire credential redirection: agent-supplied URLs, proxy/launch settings and other host environment controls are rejected before inheritance. Native credential references remain supported and partial edits use the saved harness. Added create/hire/update regression coverage. - Current-head cloud CI is green. All three stack PRs have fresh Greptile 5/5 reviews and zero unresolved review threads. Required typecheck, test and build gates ran in cloud CI; Docker work stayed remote. Earlier failed checks remain in their original runs. - Docker and native release builds ran in cloud infrastructure. An inadvertent local Rust prerequisite was stopped; no local Docker build was run. - The final master merge preserves task-loading, permission, skill-retention and OpenRouter changes. Pi uses a fresh combined profile 27, preserving both historical profile-24 declarations; Copilot remains profile 22. Focused protocol checks passed 155 cases (one skipped), the updated Pi attestation check passed 18 (one skipped), and 91 evaluation/catalog checks passed. - Latest-application manual continuation passed in 37.942 seconds on `695e5c005a85bddc8711d3fcddcaf6b7e1fb64d0`, with High effort, native Opus 5.5, Anthropic API attribution, the same resumed Claude session, an independently checked 635-byte file and persisted Done status. It uses the earlier verified Mac daemon; the preceding-source package qualification passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. That package run predates the small TypeScript startup fix and is not relabeled as qualification for it. - Upgrade limitation: changed compiled sidecar identity rejected old durable launch state and recovery hit session-open bounds before eventually resuming. That attempt was operator-cancelled and retained; the successful manual continuation does not qualify seamless upgrades. - Local latency profile, Opus 5.5/High unchanged: three alternating real-ACP loopback samples per variant reduce median provider-ready time from 5.081s to 4.034s. The matched real API task startup improves from 5.533s to 4.348s, but total reply time changes from 17.933s to 20.221s because agent work varies. This establishes a startup saving of about one second, not a consistent total-reply speedup. A real candidate follow-up passed in 20.146s and resumed the same saved session. The loopback fixture makes no external model requests; failed initial probes remain retained. - The startup change passes 107 focused runtime/effort/lease tests, 53 profile checks (one skipped), TypeScript checking and the TypeScript-only runtime build. Native hire fixture checks pass 70 tests; their first local run retained a socket-hangup failure and stale OpenCode expectation, both accounted for before the passing rerun. Broader required checks run in cloud CI. ## Risks - Missing packages, authentication rejection, unsupported settings and unavailable models must fail explicitly. Existing agents retain saved execution; explicit runner changes use existing revision/session invalidation. - Subscription follow-up remains unverified; remaining live acceptance uses API keys per human steering. Historical accounting holds and the separate $50 ceiling remain intact. - The subscription acceptance limit remains explicit for review. No Claude database migration is introduced. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution and browser testing. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] Focused local tests and final cloud verification 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> |
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DottaandPaperclip
|
ccbfefef5f |
test(ui): retire 33 duplicate executions and share render setup (#16072)
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
adb69e8f09 |
feat: default new Codex agents to Paperclip Runner on Linux and macOS (#15683)
## Thinking Path > - Paperclip is the open source control plane for agent companies. > - People choose a harness when creating an agent. > - The server should resolve that harness to a qualified runner. > - Codex is the first harness in the staged default rollout. > - Saved agents must retain their execution choices. > - New Codex agents therefore use Paperclip Runner on qualified macOS/Linux targets, with an explicit Legacy override. ## Linked Issues or Issue Description Refs #16028, #15555, #15673, #15422, #15631, #15926, #15932, #16149. The runtime/install prerequisite and release repair are merged. This slice owns Codex creation, setup, configuration and preservation. Other harness defaults remain unchanged. It adds no database migration; incoming master migrations, required maps and regression coverage are retained. ## What Changed - Resolve `runner: auto | paperclip | legacy` at the common creation boundary across onboarding, API/CLI, hires, built-ins, plugins and imports. Freeze pending hires and export resolved execution choices. - Preserve existing runners on upgrades, unrelated edits and import updates, including compatible accounts, workspace settings, Codex effort and intentional clears. - Use the underlying harness picker and branding; put the runner override in Advanced. Use the shared dropdown and update production-component stories and creation contracts. - Support qualified Apple Silicon, Intel Mac, Linux x64 and Linux ARM64. Linux requires GNU libc 2.39+. Disabled, external, unsupported and unqualified combinations retain their applicable Legacy execution. - Test the selected runtime/account/model/environment. Ordinary Connect probes eligible immutable managed targets and refreshes scoped discovery. Creation/discovery do not provision. Auth, dependency, incompatible-setting and cleanup failures remain actionable without changing runners. - Keep setup probes read-only, preserve local/SSH isolation and resolve packaged assets before staging credentials. Bound cleanup reads by the remaining absolute deadline; physically close every owned ingress socket before endpoint release. Unconfirmed cleanup retains recovery state. - Preserve validated completed-onboarding callbacks through startup recovery. First file-producing work belongs to the child task and uses the existing dependency/block handoff and task-scoped registration. - Reuse existing E2E fixtures, artifact checks, reporting and controls. Keep Docker/Cargo/native compilation remote. Paperclip tarballs contain no Codex payloads; official optional npm platform dependencies remain. ## Verification Current tested head: `1c03a8815672d82c264a9b08d4ea1984e8fae107`. **Merge-ready: required CI, fresh review, package qualification, Mac core acceptance and Test task/follow-up acceptance pass.** The existing attachment and native-continuity oracles independently verify both Test downloads, run attribution and unchanged native/provider/workspace identities. The maintainer authorized a code-owner-review exception for this PR only. The first Test setup failure and normal Board completion-review friction are retained below. Actual post-merge packages and private Cloud distribution remain separate qualification gates. - [Current CI](https://github.com/paperclipai/paperclip/actions/runs/38564241625): all 48 ordinary jobs and required verify/E2E pass. Attempt 1 retained six simultaneous host-shutdown cancellations. One failed-only retry passes those six lanes and two aggregates, preserving 40 successes. Actual integration checkout `53104c1` combines this head with master `c80`; it is not relabeled as the branch tree. Fresh exact-head Greptile 5/5, 30 resolved threads, no actionable findings. - [Exact-source package qualification](https://github.com/paperclipai/paperclip/actions/runs/38565287239): nine applicable jobs pass, nine conditional jobs skip. Four remote native producers; Linux x64 clean install; Intel Mac, Apple Silicon and Linux ARM64 native startup/physical cleanup controls. All 18 tarballs/four daemon source/hash/manifest bindings and 343 migrations through 0344 verify. No Codex payload is packed. These hosted tarballs are not a published npm canary. - Normal Apple Silicon installation and credential-free native startup/cleanup pass using the packaged daemon, with no source build or provider turn. Fresh installed DB initialization passes. Upgrade 651a→1c03 preserves all three complete execution configs, accounts, ten recorded run profiles, paused budgets, active incidents, cost summaries and two historical unpriced events. Historical recovery state is retained. - Cleanup regressions: four delayed-read baseline failures become 15 passing deadline/authority controls. No-acknowledgement and prior-error socket ownership regressions become 12 passing controls. Direct runtime/server types, maps: 35 areas / 176 IDs, diff checks and independent reviews pass. Permission/auth/reconnect policy and the 10-second setup budget remain intact. - Existing source coverage includes creation/selection/imports, pending approvals, recovery, account/lifecycle handling, mounted forms, dropdowns and E2E support. Full typechecks/tests/build/token and applicable Storybook checks pass in the recorded current CI; no duplicate suite or weakened grader. - Literal 9546 live Mac proof: ordinary Auto Codex onboarding, useful document, real completed-child callback/reply, seven successful native runs, manual follow-up and independently downloaded1,101-byte child file. Existing Legacy title edit/reload preserves execution; two real Legacy runs produce independently checked15/34-byte files. These remain historical source records. - Current literal 1c03 Mac core acceptance passes independent checks: ordinary Auto native Codex onboarding without runner override; only timeout 180 seconds/concurrency 1 saved; six successful native runs and six serialized turns (maximum overlap 1); both same-task continuity checks and five mechanical callback checks; actual rendered parent reply and exact child downloads. The useful handoff advances from revision 1 to 2. Both files are 48 bytes, SHA-256 `8b742bd4e8123a7c078f0a8d9f3449fbfa8a320d7d90be641a2818db3c53d92c` and `f42db9774fa06e804ab7d596fc8b922a2b638921c418b87d0111151d290a6afe`; exactly one byte changes and old history remains. The agent is paused with zero active runs/errors. Both artifact work products have `isPrimary=false`, and descriptive titles fail a stricter title-helper assumption; these retained results are scoped editorial follow-up, not new merge gates. Six source-bound screenshots are uploaded and verified in the private primary QA report. - [Literal 9546 managed proof](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-38485488621-1/index.html): original 19 assertions and completed judge pass, four native turns, child-bound240-byte file and session/workspace continuity. Checkout reports a verified generated target-lock mutation; full final porcelain was not retained. Signed execution-image identity remains separate from Core source. - Actual 651a Test deployment succeeds on one owned/pinned target. One ordinary Auto API-key Connect then fails native cleanup before hire. Controller turn/drain/suspend completion and service-recorded environment cleanup are observed; they do not certify physical deletion or native authority retirement. Failure/recovery/unknown holds are retained. No Legacy switch or unchanged paid retry. The two source repairs above require actual treatment. - [Current immutable Core preview](https://github.com/paperclipai/paperclip/actions/runs/38570365725) and matching DB/shared artifacts pass. One owned, pinned Test target serves exact `1c03`; identical migration history correctly skips the migrator. Ordinary Auto Codex Connect succeeds and hires native; saved native selection and QA bounds survive reload. The initial child preparation attempt fails before provider work, with actual stdout identifying `renewal_deadline`; its trigger remains unknown and the failure is retained. Normal Board **Try again** and **Resume** recover the child to Done, producing a browser-verified 44-byte file, SHA-256 `0a8458b1efcc2d7a0d815689458c4caab039a46c7c7a3e5805de6bc8b1a96ecc`. The actual parent callback reports the completed child document/file. The existing validator requires a parent-owned attachment, so recovery enters normal Review; after byte checking, normal **Approve completion** reaches parent Done. No forced status or duplicate parent file is used. The validator is unchanged from integrated and current master. Autonomous initial callback-to-Done is not proven. The same-child follow-up completes document revision 2 and publishes a second independently downloaded 44-byte file, SHA-256 `22022257300fae762784632d08d3bbe0bab61e2ce81f91864a14dcd7aa464591`; only the revision digit changes. The unchanged existing native-continuity and attachment oracles pass. All ten recorded runs are terminal: nine native successes and the retained pre-provider setup failure. The QA agent is paused with zero active runs. The pre-existing parent evidence scope mismatch is a separate follow-up, with ordinary completion review exercised rather than a forced status or relaxed validation. This unsigned Core preview remains distinct from post-merge private Cloud composition. ## Risks - Saved agents are not migrated. Explicit runner changes use normal configuration/session rules; historical runs retain their recorded execution. - Native readiness depends on verified assets and server-owned target qualification. A Legacy probe, HTTP200 or successful account save cannot prove native readiness. - Recovery exceptions remain restricted to validated completed-onboarding reports; process-loss, ownership and terminal-state safeguards remain active. Unexecuted live journeys stay open. - Linux ARM paid tasks, Windows, Alpine and 32-bit ARM remain deferred. Cold Cargo cache misses are recorded; no warm-cache speedup is claimed. - Historical invoices/physical cleanup remain unconfirmed and held. After merge, exact published npm canary, signed standard image/migrator, private composition and serving/live acceptance still require qualification. Production deployment/default promotion is not authorized. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tools, code execution and parallel agents. Exact serving snapshot and context-window size are not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used with available 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 linked public issues or PRs above - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run the stated focused tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] All Paperclip CI gates are green on the current candidate - [x] Greptile is 5/5 with no open findings on the current candidate - [x] I will address all reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
dabb8c5daf |
test: remove repeated setup and strengthen regression proof (#16022)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its tests protect company boundaries, approvals, durable tasks, credentials and the board UI. > - Several owner suites repeat large database fixtures and render frames. > - Some tests repeat stronger proof or pass when the behavior they describe is broken. > - This pull request shares exact setup, removes proven duplicate cases and repairs weak observations. > - It preserves distinct security, lifecycle, concurrency and user-facing contracts. > - The benefit is 5,027 fewer test lines and stronger regression checks. ## Linked Issues or Issue Description Refs #15978. This continues the merged test-audit cleanup in [PR #15978](https://github.com/paperclipai/paperclip/pull/15978), which removed 11,976 test/support lines. The savings in this pull request are additional. Related open work: [PR #13460](https://github.com/paperclipai/paperclip/pull/13460) changes legacy OAuth parent/version lock ordering. This pull request retains those production paths and the existing lock-order test. Its secrets changes compact fixtures and repair the two AWS wrapper exclusion observations. Scoped title searches found no open duplicate audit or fixture-consolidation PR and no matching audit issue. The problem is described here using the enhancement template. **What existing behavior does this improve?** The maintenance and regression value of the existing server, UI, CLI, shared and wiki-plugin test suites. **Subsystem affected** Cross-cutting test code. Two UI modules also lose unused test inspection exports. **Current behavior** Owner tests repeat database rows, service inputs, HTTP setup and render frames. Some cases repeat stronger assertions. Two AWS lock tests record only cleanup events, so an AWS provider write can happen inside the held lock without failing those observations. Several other negative tests accept or do not observe the wrong result. Worktree fixtures also use a temporary path alias that conflicts with the existing canonical-path checks on macOS. **Proposed behavior** Use small local helpers that preserve exact inputs, fresh allocations, callbacks, query order and await positions. Remove only cases with named stronger keepers. Tighten negative assertions and observe actual AWS provider entry while a confirmed lock holder remains parked. Resolve temporary fixture roots to their canonical paths. **Reason and benefit** Remove 5,027 net test lines and 15 redundant registered executions. Remove 11 lines of unused UI inspection exports. Keep every distinct company, actor, approval, credential, persistence, stale-write and concurrency contract. No wall-time speedup is claimed for setup compaction. **Breaking changes** None for application behavior, APIs or stored data. The removed exports expose private UI test state and have no remaining callers. ## What Changed - Consolidate repeated runtime, workspace, portability, route, tool-access, policy, gateway and state-service fixtures. - Share repeated UI render frames and CLI/wiki-plugin setup while retaining the original actions and expected results. - Remove 15 repeated case executions only where the audit records an exact stronger keeper. - Repair weak HTTP/UI negative assertions and two AWS account-home lock observations. Keep the existing durable results and cleanup behavior. - Remove the unused `__inflightGetCount` and `__secondTickInternals` inspection exports. Keep observable request coalescing and ticker lifecycle checks. - Canonicalize temporary worktree fixture paths without weakening production path checks. - Record the owner decisions, savings, independent preservation reviews and validation in [the dated audit report](https://github.com/paperclipai/paperclip/blob/58c5c4aa241c85f4665a3159c192888bbb2a5cfa/doc/plans/2026-10-12-test-audit-rounds.md) and [the compact control evidence](https://github.com/paperclipai/paperclip/blob/58c5c4aa241c85f4665a3159c192888bbb2a5cfa/doc/plans/2026-10-12-test-audit-controls.json). ## Verification - Complete owner and retained-sibling baselines passed before each audit cutover. Independent reviewers checked the full original tests, actual helper bodies, exact inputs, receipt provenance, async order, fresh allocations and case registrations. - All 14 UI/route/wiki mutations failed at their intended assertions: ten UI/API/ticker controls, one route control and three wiki persistence/receipt controls. Each mutated production source was restored to its exact original bytes. - Both old AWS lock tests passed with their respective AWS-only lock bypass. Both repaired tests failed at the intended assertions with the same bypasses. These give 16 intended failures and two passing weak controls across 18 executions. Each source was restored exactly. - Final complete state-owner/sibling run: 329/329 passed at code revision `64370831ebe191e5ce092f85f79b6fb661df7e16`. - Final `pnpm -r typecheck`, `pnpm check:token-gates` and `pnpm build`: passed at the same code revision. - Delivery head `58c5c4aa241c85f4665a3159c192888bbb2a5cfa` includes the evidence commit and master `4b766b872993045a2e787404f0475503683e5ded`. All 27 audited test files and both application files match the locally verified code revision byte-for-byte. Current-head CI validates the integrated branch, including the incoming master changes. - All eight production-owner SHA guards for the 16 deliberate failing mutation controls still match the integrated delivery checkout. The mutation receipts therefore apply to those current owners. - Full default `pnpm test:run`: **failed** with exit 1 at frozen code revision `64370831ebe191e5ce092f85f79b6fb661df7e16`; HEAD and tracked source bytes remained unchanged. The first general-server group reported 878 passing files, four failing files and six skipped files; 17,846 passing cases, 24 failing cases and 105 skipped cases. Later groups did not run. Failures were `http-log-redaction` (socket hangup), `public-mcp` (initial 15-second timeout followed by hosted token “Refresh before subscribing” failures), `remove-test-home` (macOS `ENOTEMPTY` where permission errors were expected, plus cleanup failure), and `workspace-git-snapshot-streaming` (300-second timeout). All four failing test files and the relevant cleanup/MCP production owners are unchanged by this audit. Full local success is not claimed. - Focused complete-owner diagnosis at the same frozen revision: 149/152 passed, three failed, zero skipped. `public-mcp` passed 82/82 and `http-log-redaction` passed 66/66 unchanged. The two `remove-test-home` cases reproduced macOS `ENOTEMPTY` against an expected `EACCES`/`EPERM` contract; the 32 MiB workspace snapshot case reproduced its existing 300,000 ms timeout. HEAD and tracked files stayed clean. Exact blob comparison confirmed all four test files and the relevant cleanup/MCP owners match both inspected master `4b766b872993045a2e787404f0475503683e5ded` and the frozen local revision. The three remaining local failures are unresolved; no timeout, retry or assertion was weakened. - Current-head CI: [workflow 38299262149](https://github.com/paperclipai/paperclip/actions/runs/38299262149) has passed runner selection and created all downstream test/typecheck/build gates; those gates are queued, with no failures reported. Greptile completed successfully at `58c5c4aa241c85f4665a3159c192888bbb2a5cfa` with [5/5 and zero comments](https://github.com/paperclipai/paperclip/pull/16022#issuecomment-6131457592). All review threads are resolved or absent. This pull request will remain open after verification. Reviewers can reproduce the required workspace checks: ```sh pnpm -r typecheck pnpm check:token-gates pnpm test:run pnpm build ``` Browser suites were not run. Their sources and user journeys are unchanged by this audit. ## Risks - A fixture helper can hide a specialized input or change object freshness. Full-program expansion checks and independent reviews preserve the exact old inputs and execution order. - Removing duplicate proof can remove a distinct contract by mistake. The audit records the keeper for each deletion; all distinct security and lifecycle cases remain. - Concurrency checks can miss progress during a fixed delay. The AWS repairs record actual provider entry, confirm holder entry, use measured entry windows, require exact final event order and drain both operations in `finally`. - The full local default run failed. Focused diagnosis reproduced two macOS cleanup failures and one existing snapshot timeout in unchanged owners; these remain unresolved. Current-head CI is pending. No test deadline, retry policy, skip or CI shard was weakened to obtain a pass. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-6, reasoning, repository inspection, code execution and delegated audit/review. The runtime does not expose the exact served model identifier or context-window size; those values are unavailable and are not inferred from the model catalog. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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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> |
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DottaandPaperclip
|
669bd0e7a9 |
fix(ui): show progress and verify subscriptions during onboarding (#13499)
Automatically verify detected Claude and Codex subscriptions during initial onboarding. Show connection progress, support retries, and ignore stale results after navigation. Prefer the personal default subscription while preserving the later create-agent chooser. Allow Enter to advance from the agent name field. Add regression tests and production-component Storybook coverage. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
e704e1c9ae |
fix: keep AI subscription locks safe through transaction pooling (#13347)
## Thinking Path > - Paperclip manages AI agents and their credentials. > - AI Connections must preserve account ownership from login through execution. > - A subscription environment check can pass and leave a session advisory lock on a pooled database backend. > - The next execution then reports that the subscription is busy. > - Onboarding can also lose its completion callback when the connection list refreshes before the login poll. > - This change keeps each credential lease in one transaction and keeps the login controller mounted until completion. ## Linked Issues or Issue Description Refs: #13247, #13248, #13344. **What happened?** A real hosted subscription login saved successfully and passed its environment check. The first task then failed with an AI connection busy error. A connection-list update could also leave onboarding on Connecting. **Expected behavior** A completed environment check releases its credential lease. A saved login completes onboarding without another sign-in. **Steps to reproduce** 1. Run Paperclip with a transaction-pooling PostgreSQL proxy. 2. Connect a Claude subscription through onboarding and reuse it for an agent. 3. Start a task after its environment check succeeds. 4. For the UI race, refresh the managed connection list before the login completion poll. ## What Changed - Hold the grant lock inside one transaction. Roll back on cleanup or failed acquisition. - Disable the lease transaction's idle timeout so long provider executions retain the lock. - Keep the onboarding login controller mounted while its authorization URL is active; restore saved-account retry if later agent creation fails. - Add lock-lifetime and Claude/Codex completion-order regressions. - Document the pooling requirement. ## Verification - 104 focused connection and onboarding tests passed. - Workspace typecheck, production build, Storybook build, and token gates passed. - All 34 latest-head checks are terminal: 32 passed and two Storybook workflows skipped by their normal filters. CI covers all server/workspace/serialized test shards, browser tests, typecheck, build, runner verification, and canary packaging. The additional local full-suite run is still in progress. - Real browser sign-ins saved Claude and OpenAI subscriptions on both new and existing staging stacks. On the patched new stack, both providers completed tasks and immediate repeat executions with the same saved accounts. Read-only database inspection confirmed live transaction-scoped locks and no remaining locks after completion. On the final deployed head, both shared accounts on the existing stack also completed actual tasks. Both personal accounts passed a fresh environment check followed immediately by execution after a deployment restart. ## Risks - Each active subscription reserves one database connection and holds an otherwise idle transaction until cleanup. This is required to pin the backend through a transaction pool. - Old session locks from earlier versions may need operator cleanup after active runs drain. This change does not bypass existing locks. - No database migration, credential routing, or legacy authentication change. ## Model Used OpenAI GPT-6 in Codex, with code execution and browser tools. The exact deployment model ID and context-window size are not exposed to this task. ## 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> |
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DottaandPaperclip
|
8d6232e7b0 |
feat: reuse provider sign-in across AI connection workflows (#13248)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users connect provider accounts during onboarding and agent setup. > - They should reuse and manage those accounts through the existing Connectors interface. > - A second login wizard would diverge from the established provider workflows. > - This pull request composes the existing sign-in components into Connections and agent configuration. > - Users can select accounts without changing their agent's harness or model. ## Linked Issues or Issue Description **Problem or motivation** AI credentials are configured separately from Connections. Agents cannot consistently reuse a responsible user's account or a permitted shared account. **Proposed solution** Manage AI accounts with the existing Connections grants and permissions. Keep model and harness selection independent from credential selection. Preserve legacy authentication until validated adoption. **Alternatives considered** A separate credential registry would duplicate ownership and access policy. Automatic fallback would risk using the wrong account. **Roadmap alignment** This extends the shipped Apps, multi-user, secrets, and agent-runtime capabilities. The maintainer requested the feature and reviewed the UI. Related groundwork: #11899 (connection permissions), #10910 (connection wizard), #11692 (Claude subscription profiles), and #11854 (Codex account rotation). ## What Changed - Add compact AI-account management to the existing Connectors pages. - Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome, and authentication controllers. - Add the shared connection picker to agent setup/settings and task requests. - Preserve onboarding's sequence and reuse existing accounts. - Add local-login recovery, retry, cancellation, and React StrictMode handling. - Add interactive Storybook scenarios, design-guide examples, and app acceptance checks. This is part 2 of the AI Connections change. The runtime foundation in #13247 is merged. This PR now targets master. ## Verification - Updated against master `47ded8bf9`, including the landed runtime foundation and upstream task-search changes. - Full workspace typecheck, production build, Storybook build, and token gates passed on the integrated branch. Final local-login changes passed 59 focused tests; new-agent and inbox regression suites passed 63 tests. - Browser checks verified automatic local Claude account detection, resumable Codex login commands, retry, focus restoration, and desktop/phone layouts. Commands create their isolated directory before invoking the CLI. - All CI test, browser, build, packaging, and runner jobs passed on final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh Greptile review is 5/5, the security scan passed, and there are no unresolved review threads. The final CI aggregate gates passed. - Local general-server coverage passed 11,804 tests; three port-collision failures passed in an isolated 25-test rerun. All 6,111 UI tests passed. CLI coverage passed 484 tests; its remaining doctor test requires port 3199, which is occupied by an unrelated report server on this Mac. The complete CLI suite passed in CI. - Live browser testing verified Codex API-key reconnect inside a task card on desktop and phone. Real provider runs resumed and completed with unchanged connection/grant identity and agent routing. - Tested opening, cancelling, reopening, and completing connection creation. A regression confirms Connect another account cannot submit the new-agent form or copy provider keys into agent settings. - Added shared inline repair, automatic local sign-in checks, and responsive connection dialogs. Standalone Daytona installation ignores workspace configuration and suppresses dependency scripts. Its standalone build also passed with CI's exact pnpm 9.15.4. - Destructive live tests are excluded by default. Explicit opt-in, local deployment checks, and matching disposable fixture identities are required before any mutation. ## Risks - Local Codex/Grok creation requires the connection-specific terminal login command. - Browser sign-in uses the existing supported-environment controllers. - This update verifies live local Claude detection and Codex API-key task repair. New subscription authorization/refresh and independent-human/native-runner isolation were not reverified in this update. - No agent automatically adopts managed Connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Tonio
|
f70accd3a4 |
fix(onboarding): answer the Claude paste at once, and show the code as dots (#13193)
The Claude card's button only moved to Connecting once the login was stored - a submit, a status poll and a completion read after the paste - so for about a second the customer had done their part and the button still read Waiting for code. The panel now reports the submit as it starts (onCodeSubmitted) and the step shows Connecting from that moment. That could not simply move the phase earlier: the two-second hold started when Connecting did, so it would have hired whether or not a credential existed. The hire now waits for both the stored login and two seconds of Connecting counted from the paste. onSubmitFailed gives the button back when a submitted code does not become a stored login, the field locks while a code is out, and Cmd+Enter no longer hires mid-connect. Reports that land after Back are ignored. The panel stays mounted through Back's exit, so a late failure reopened the card being left, and a late success hired a customer who had backed away. The second predates this change; its test fails the same way against master. The authorization code shows as dots. The OpenAI card is untouched. |
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DottaandPaperclip
|
e9828f8bf4 |
fix: reuse saved model connections during agent setup (#13161)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent setup connects each agent to a model provider. > - The organization can already hold subscription logins and API keys. > - The simplified setup flow did not consistently offer those saved credentials. > - This pull request restores reuse and selects a saved connection by default. > - Agents keep secret references, so reuse does not copy or rotate credentials. ## Linked Issues or Issue Description Related change: #13011. Searched public issues and PRs; no duplicate fix found. **What happened?** Onboarding and new-agent setup could ask for a new API key or sign-in despite an existing saved connection. A general environment auth signal could also be mistaken for the owner's saved Claude subscription. **Expected behavior** Offer saved credentials from the selected organization. Default to a saved subscription when one exists. Otherwise select a saved API key. Keep the option to enter a new key or sign in to another account. **Steps to reproduce** 1. Save a Claude or OpenAI API key, or complete a supported subscription login. 2. Add another agent with the same provider. 3. Open the provider connection step. 4. Check whether the saved credential is available and selected. **Paperclip version or commit** Reproduced on |
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|
5acf56658b |
feat(onboarding): first task opens as a chat with a chief of staff (#13068)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Onboarding ends by handing a new user to their first agent on a seeded first task > - Today the wizard asks for a mission up front, the UI composes what the agent is told, and the agent starts running before the user says anything > - New users get a cold, ticket-shaped start, and nobody can edit the agent's brief or persona without a code change > - This pull request makes the first task a short chat: a four-step wizard, a chief-of-staff persona, a greeting plus a two-option opening card, server-owned markdown texts, and no run until the user answers > - It also gives question cards one consistent action row (Cancel / Skip / Next), makes agent hires idempotent within a run, and turns the Paperclip Runner flag on by default for self-hosted instances > - The benefit is a first run the user steers, with texts a board operator can edit as markdown ## Linked Issues or Issue Description No public GitHub issue exists for this change. The feature request fields follow. Related PRs and issues: - Refs #11043 — an earlier draft of the first-task onboarding experience. This PR supersedes it. - Refs #11280 — a report about the onboarding first-task route test. This PR extends that test file. ### Subsystem affected Onboarding wizard, the seeded first task and its texts, task-chat question cards, agent hiring, and the instance experimental settings. ### Problem or motivation The onboarding wizard collects a mission through two extra steps and a questionnaire. The UI then composes the first agent's instructions and the first task description from those answers. The first task wakes the agent at once, so the agent runs and posts before the user types a word. Board operators cannot change the greeting, the brief, or the persona without editing TypeScript. Question cards in chat behave differently per adapter, and a single-select pick submits on click. A misread hire response could create a duplicate agent that the creating agent cannot remove. ### Proposed solution Reduce the wizard to four steps and stop the UI from authoring agent texts. Move the greeting, the brief, the chief-of-staff persona, and the opening question into markdown and JSON files that the server loads at runtime. Seed the persona onto the first agent through an explicit hire marker. Do not wake the first task until the user answers the opening card or types. Give every question card the same Cancel / Skip / Next actions. Add an experimental toggle that switches the single-task proposal between one confirmation card and a plan document with a checkbox card. Make agent hires idempotent within a run. ### Alternatives considered - Keep the mission questionnaire and feed it into the brief. Rejected: the agent asks better questions in chat, and the wizard gets shorter. - Keep the first task open-ended with a plain composer. Rejected: a two-option card gives the user a clear first move. - Derive the plan-document behaviour from the user's intent only. Rejected in favour of an explicit experimental toggle so operators can choose. - Key the "pick does not submit" behaviour off the presence of a submit label. Rejected: several adapters set a submit label on single-select cards, and their cards would change behaviour. ### Roadmap alignment `ROADMAP.md` lists no planned core work on onboarding or the first task. This change refines the existing flow and does not duplicate planned work. ## What Changed - Wizard: four steps (Name your organization, Create your first agent, Connect a model, Review). The front door and both mission steps are removed with their state and saved-progress keys. The UI no longer composes the first agent's instructions or the first task description. - Server-owned texts: the greeting, the brief with two proposal variants, the chief-of-staff persona, the opening question, and a README live in `server/src/onboarding-assets/first-task/` and load at runtime. The create route stores the assembled brief and ignores any client description. - Persona seed: an `onboardingFirstAgent` marker on the hire lets the server seed the chief-of-staff persona over the first agent's entry file. Board-authored hires only. The persona tells the agent the hire response shape and to list agents before it acts on an unclear result. - No auto-run: the first task does not queue an assignment wake. The stranded-assignment reconciler leaves it idle until a user comment or an answered card exists. - Opening card: the server seeds an `ask_user_questions` card right after the greeting with two options: "Interview me and propose a plan and an agent team to execute it." and "I have a task in mind" with free text. Answering wakes the agent. - Experimental toggle `enableFirstTaskPlanProposal` (default off): the single-task proposal is one confirmation card, or a plan document plus a checkbox card when on. - Question cards: every `ask_user_questions` card renders Cancel, Skip, and Next (the submit label on the last question). Skip hides on required questions. Picking an option no longer advances or submits by itself. - Wizard guards: the dashboard's agentless offer ignores a cached empty agent list while a refetch is in flight. The hire step adopts an agent that already carries the typed name instead of hiring "Name 2". - Agent hires are idempotent within a run: a retry of the identical request under the same run id returns the existing agent with `200` and `idempotent: true`. The fingerprint covers the whole validated request, so a corrected payload is a new hire. Lookup, create, and activity record run under one lock per company and run, so overlapping retries cannot both create. - The Paperclip Runner experimental flag defaults to on for self-hosted instances. Cloud keeps its declared default: a managed instance whose tenant row and managed overlay omit the flag resolves it to off. - Question cards: a send that finds an earlier required answer missing returns to that question with a message instead of failing silently. - The two onboarding e2e specs follow the new wizard: the front door and growth intake shots are gone, and the planning-mode spec dismisses the opening card before it reads the composer. - Docs: `docs/board-operator/editing-first-task-texts.md` explains how to edit the texts and the toggle. ## Verification Commands, run from the repo root: ``` pnpm -r --filter './packages/*' --filter '!@paperclipai/paperclip-runner' build pnpm --filter ./packages/shared typecheck pnpm --filter ./ui typecheck pnpm --filter ./server exec tsc --noEmit pnpm check:token-gates pnpm --filter ./ui exec vitest run OnboardingWizard onboarding QuestionForm InteractionCard ProtocolCard TaskChatComposer Dashboard feature PAPERCLIP_IN_WORKTREE=false pnpm --filter ./server exec vitest run onboarding-first-task heartbeat-process-recovery agent-hire-idempotency instance-settings agent-skills-routes issue-onboarding onboarding-greeting --testTimeout=90000 ``` Results on this branch: - Typecheck is clean for shared, ui, and server. - Token gates: 4 of 4 clean. - UI: 344 tests pass across 23 files. - Server: all suites pass. The first test in `agent-skills-routes` has its own 10 s cap and needs about 15 s on my laptop for the app cold start. It passes with a longer cap. This PR does not change that cap. Manual steps on a dev instance: 1. Open `/onboarding`. Confirm four steps: Name your organization, Create your first agent, Connect a model, Review. 2. Finish the wizard. Confirm the first task shows the chief-of-staff greeting and the opening card with two options. Confirm no run starts. 3. Pick "Interview me…". Confirm no run starts. Press Continue. Confirm a run starts and an interview card of 3–4 questions arrives. 4. On a fresh organization, pick "I have a task in mind", type a task, and press Continue. Confirm a proposal arrives as one confirmation card. 5. Turn on Settings → Experimental → "First task: propose with a plan document" and repeat step 4. Confirm a plan document and a checkbox card arrive. 6. Visit the dashboard after the hire. Confirm the wizard does not reopen and one agent exists. 7. Open any question card. Confirm Cancel returns the plain composer with the card still pending, Skip advances an optional question, and Next moves to the next question. Design reference with flow diagrams, chat mock-ups, and live captures: https://pages.paperclip.ing/first-task-flow/proposed/ ## Risks - `pnpm dev` now builds the runner daemon because the Paperclip Runner flag is on by default. Developers without a Rust toolchain must set `PAPERCLIP_RUNNER_BINARY` or turn the flag off. Self-hosted instances that never set the flag now let qualified agents use the runner. - The wizard drops the mission steps and their saved-progress keys. A user who is mid-wizard on an older build restarts at step 1 after an upgrade. Existing organizations are not touched. - The first task no longer runs on its own. A user who neither answers the card nor types sees no agent activity. This is intended. - The persona seed applies only to hires that carry the marker from the wizard. API hires are unchanged. - Hire idempotency is scoped to one run id and to the exact request. Retries across runs, or with a changed payload, still create a second agent. The lock is per server process, which matches how an instance serves its API. - Single-select question cards no longer submit on pick. Users of adapters that relied on that behaviour now press Next. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude (Anthropic) through Claude Code. `claude-fable-5-1` with extended thinking, tool use, and code execution wrote most commits. `claude-opus-4-8` wrote the toggle, texts, wizard, and idempotency commits, as the `Co-Authored-By` trailers show. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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Tonio
|
ae03465ad4 |
fix(onboarding): drop the sign-in card's Cancel, and resume after Back (#12958)
The card carried a Cancel beside its instruction, directly above the step's own Back. Two ways out of one screen is one too many. Removing it was only safe if returning genuinely resumed the running session, and writing the test for that disproved the premise: coming back started a second login rather than adopting the first, which the server's per-owner lease rejects. Cancel was not duplicative — it was the only way out of a login the customer could no longer reach. The cause was the cache. The active-session read is a useQuery with no staleTime, so on the second mount it answered instantly from the first mount's cached null: isFetched was true, the resume effect concluded there was nothing to adopt, and autoStart began a new login while the refetch was still in flight. Both panels did it, and it was pre-existing on master. Both reads now refuse the cache, so the resume works and the removal is safe because of it. Removing the button also stranded the chain behind it: handleCancel in both panels, the onCancel prop on AdapterLoginPanel, and the wizard's wiring. The panel chrome's own Cancel is untouched. An abandoned login is collected on a five-minute timer (DEVICE_LOGIN_TIMEOUT_MS) with the reaper as the restart-safe backstop, and the lease is keyed on adapterType, so a source switch does not contend. Both covered by tests. |
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Tonio
|
539c9212f4 |
fix(onboarding): keep the pasted code on screen, and make the auto-copy real (#12921)
The Claude card cleared its field the instant the paste was submitted, so the code appeared and vanished in the same breath and the seconds that followed had no feedback at all - it read as the paste having been dropped. The code stays now; the field is disabled and the step's button carries the status. Scoped to the onboarding chrome: the panel in the agent form stays open long after its login and has its own status area, so clearing is still right there. The OpenAI card's auto-copy took its latch before the attempt rather than on success, so the first refusal was permanent - and the first attempt is the one most likely to be refused, since it fires while the card is still arriving. It also ran with an empty code on the paths where the row renders before the server's one-time prompt has a value, which wrote nothing and then said Copied! over whatever the clipboard already held. It now waits for the document to have focus, retries when focus returns, guards against a second attempt while one is in flight, and only latches once a write has actually landed. The arc's question is a quarter larger, 36px to 45px, as a token with its own leading. paperclipai/paperclip-cloud#400 moves the signup wizard's matching heading by the same quarter - the two flows are pinned to each other on purpose. |
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Tonio
|
be407f3456 |
fix(onboarding): hide the probe's diagnostics while the hire is in flight (#12902)
After a successful sign-in, a block of amber diagnostics flashed up and vanished as the step advanced. They are the identity and target INFO checks every environment test reports: they make the result a warn without blocking anything, and the step rendered any non-pass result, so they owned the screen for the window between the probe returning and setStep(5). Gated on loading rather than the connect phase. A blocking result stops the hire and handleGiveHeartbeat clears loading in the finally after its early return, so a genuine block still shows its checks while a hire in flight shows none. The button needed no change: step 4 forces the footer's loading to false and takes its label from connectCta, which reads Connecting for that whole window. |
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Nicky LeachandPaperclip
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60469a08e0 |
feat(agent-login): resume an active login session and permit concurrent login terminals (#12861)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent authentication uses server sessions, plugin workers, and browser login panels. > - A page reload loses an active login session, and one worker permits only one login terminal. > - These limits cause lost work and prevent two owners from logging in through one worker. > - This pull request lets the browser resume active sessions and lets workers serve concurrent login terminals. > - The benefit is reliable login recovery with a bounded process-wide route limit. ## Linked Issues or Issue Description **What existing behavior does this improve?** It improves agent credential login recovery and concurrent login terminal handling. **Subsystem affected** Cross-cutting (multiple of the above). **Current behavior** A page reload loses the active login session. A shared plugin worker rejects a second login terminal. **Proposed behavior** The browser reads and resumes the owner's active session. A worker supports multiple login terminal routes under a process-wide ceiling. **Reason and benefit** Owners keep login progress after a reload. Two owners can log in through one worker without removing the route limit. **Breaking changes** None. The change adds owner-scoped read routes and changes login terminal concurrency. ## What Changed - Replace the single worker login route with maps keyed by host route and worker session identifiers. - Add a process-wide login route ceiling and release each reserved slot on every exit path. - Add owner-scoped active-session reads with consistent negative responses and private cache control. - Keep the device-login prompt while the session has an active public status. - Add a durable setup-token cancel fallback for a lost in-memory session. - Resume active sessions when the agent configuration or onboarding panel mounts. - Remove routine unmount cancellation and keep explicit Cancel behavior. ## Verification - `pnpm --filter @paperclip/server test` — server route, service, and plugin-worker-manager suites. - `pnpm --filter @paperclip/plugin-sdk test` — worker RPC host suite. - `cd ui && npx vitest run src/components/AgentConfigForm.render.test.tsx src/components/OnboardingWizard.test.tsx`. - `cd ui && npx tsc -b`. - `tests/e2e/onboarding.spec.ts` — reload during login. - CI must pass on this pull request. ## Risks The change affects agent authentication and the sandbox-to-host boundary. Route cleanup must release every reserved slot. Owner checks must prevent cross-owner session access. Tests cover route cleanup, owner scope, reload recovery, and concurrent worker routes. ## Model Used Codex, OpenAI GPT-5, tool use and code review support. The implementation author owns the exact model details for the code changes. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR with the relevant issue-template fields - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Tonio
|
f2349990cc |
feat(onboarding): the connect step's sign-in as one continuous sequence (#12863)
Picking a source starts the sign-in: the row collapses to the answer, the card opens where the credential link was, and the footer button walks Sign in -> Waiting for code -> Connecting before the step advances. Back unwinds it a beat at a time. Nothing mounts to change layout - the card and the link are always rendered and their heights animate, with inert holding the a11y line - because a mount changes the page in one frame and no easing can smooth a step already taken. Review fixes in the same branch: the displayed-code panel now reports its prompt upward (the OpenAI path could not leave the loading beat without it), the two-second hold is a cancellable beat rather than a dropped timer, unwinding a sequence that never opened a card no longer starts a login to cancel it, and the key field regains focus-on-open. |
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Tonio
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1a74719309 |
feat(onboarding): the connect step signs in from its own button (#12801)
Connect starts the sign-in; the card that appears is the sign-in rather than an offer of one; success advances to Review rather than reporting itself. The two logins end in different places and the button says which: Claude submits a code back here, so it spins on "Connecting"; OpenAI finishes in another tab, so it stays a still, disabled Next until the poll lands. AdapterLoginPanel grows autoStart / onCancel / onConnected / chrome rather than a second implementation — the session start, both polls, the server deadline, the one-shot completion read and the unmount release are the parts onboarding needs unchanged. Every prop is off by default, so the agent form and the new-agent page render what they did before. Claude's code auto-submits on the paste, not on every change: isValidBrowserCode accepts any printable ASCII from one character up, so a value-driven submit fired on the first keystroke of anyone who typed. Also orders the OpenAI card and the settings displayed-code panel code-above-link, with the instruction worded to match, and releases the displayed-code session on unmount so an abandoned login stops holding the one-per-owner reservation. |
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Tonio
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9ef3b087c1 |
feat(onboarding): round-4 corrections to the connect and agent steps (#12796)
Reads the connect and agent steps from the design's own values through the Figma MCP rather than measuring an export, which corrected the arc column inset (433px content, 64px inset — `--sz-68px` goes with the mismeasurement it was minted for) and restored the selected tile's border alongside its fill. Round-4 items: sources named for the provider you sign in with, OpenAI's mark inlined so it can take `currentColor` on a light tile, monochrome autofill via `box-shadow` (Chrome ignores `background-color`), and the agent step's placeholder. Also wires `MODEL_SOURCE_NAMES`, which was added for the rename and never read — the tiles kept passing the display registry's label, so the step still showed "Claude Code" and "Codex" under a heading asking which provider you are signing in to. Covered by a test that fails on the unwired version. |
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DottaandPaperclip
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8c89340444 |
fix(onboarding): preserve draft through company refetch (#12735)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Onboarding creates an organization in the browser. > - The browser keeps onboarding drafts for the same origin. > - A new data directory does not clear that browser data. > - The organization create request refreshes the company list. > - The old gate unmounted the live wizard during that refresh. > - This pull request keeps the wizard mounted after its first draft check. > - The customer can continue to the agent step after the organization is created. ## Linked Issues or Issue Description No matching public issue was found. Related earlier fix: Refs #12667. **What happened?** A local canary install could create an organization through the API and then return the browser to an empty organization-name screen. **Expected behavior** The wizard must continue to the agent step after it creates the organization. **Steps to reproduce** 1. Keep a Paperclip onboarding draft in the browser. 2. Run npx paperclipai@canary onboard with a new data directory. 3. Open /onboarding. 4. Enter an organization name and select Continue. **Paperclip version or commit** 2026.902.0-canary.7. The fix is based on current master. **Deployment mode** Local trusted mode through the Paperclip CLI. **Install method** npx package install. **Agent adapter(s) involved** Not adapter-specific. **Database mode** Embedded PostgreSQL. ## What Changed - Keep the onboarding wizard mounted after its first successful draft ownership check. - Keep a failed ownership check retryable, so a later verified fetch restores the saved draft. - Add component, source E2E, and published-canary coverage for the retained-draft refetch case. ## Verification - Confirmed that the new canary scenario fails against 2026.902.0-canary.7 before this fix. - pnpm exec vitest run ui/src/components/OnboardingWizard.test.tsx - PAPERCLIP_E2E_PORT=3245 pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/onboarding.spec.ts --reporter=line - pnpm --filter @paperclipai/ui typecheck - pnpm check:token-gates ## Risks Low risk. The initial ownership check still waits for a fresh company list. A later successful retry can restore a retained draft. Later background refetches preserve live wizard state. ## Model Used OpenAI Codex, GPT-5. Reasoning, tool use, code editing, terminal execution, and browser testing were used. The execution environment does not expose a context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used with version and capability details - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the bug issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal 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> |
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TonioandClaude Fable 5
|
141c5b1340 |
feat(onboarding): Figma pass over the tenant arc (#12726)
Takes the four tenant onboarding steps to the design, and makes the model choice explicit. **Nothing is preselected on the connect step.** It arrived with a source already chosen, which made the row read as a confirmation rather than a question and let a customer pass the step having touched none of it. The step now opens unanswered and cannot advance until a source is selected in the visible row. Two defects fell out of that, both found by Greptile in review: - A saved draft can name an adapter the row does not show — one the registry dropped, or one in the advanced list. The gate asked `sourcePicked`, which only means "a draft named something", so Next stayed live on a step that had visibly asked nothing and would hire against the hidden name. It now asks `sourceSelected`, read off the visible row, and the snap that replaces an unofferable adapter clears the pick rather than presenting its replacement as chosen. - Cmd+Enter bypassed that gate entirely, because the condition was written out twice and drifted. Both paths now ask one predicate. Also: selection is a fill rather than a border; the input canvas opens only for a chosen source; the close control is gone from every step (nothing downstream of the connect step works until a model is connected); the arc draws to the design's 424px column with a filled 44px name field; the CTA reads "Next" through the arc and "Get started" at the end; the login spinner reads "Preparing..."; the OAuth panels number their fields and show the URL above the code. Storybook: the arc stories waited for a button named "Connect" and had been silently rendering the wrong step since the CTA was renamed. They now wait on the destination heading. Three e2e specs had the same fault and now select a source before advancing. One test was removed rather than replaced — `hydrates again when the same company comes back through onboarding` drove the close control, and three substitutes each passed against a wizard with the behaviour deleted. The reason is recorded where it stood. Known and not fixed here: SidebarCompanyMenu opens the wizard at step 1 for "create a new organization", and with no exit an existing user who changes their mind is trapped. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> |
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DottaandPaperclip
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4b6de5327e |
Remove cheap model profiles (#12683)
## Thinking Path > - Paperclip manages agents that use different model providers and adapters. > - Paperclip must keep agent execution rules clear and predictable. > - The cheap-model profile added a second execution mode across adapters, task recovery, APIs, and the UI. > - That mode increased configuration and recovery complexity. > - This pull request removes the cheap-model profile as a product feature. > - The benefit is one model-selection path for normal work and recovery work. ## Linked Issues or Issue Description **What existing behavior does this improve?** This change simplifies model selection across agent configuration, task execution, recovery, and adapter capabilities. **Current behavior** Paperclip exposes cheap-model profiles in adapter metadata, agent runtime configuration, task overrides, recovery rules, APIs, and the board UI. Recovery work can select a different model profile from the agent's configured model. **Proposed behavior** Paperclip uses the agent's configured model for normal work and recovery work. Status-only recovery stays limited to coordination work. The API rejects legacy model-profile configuration. A migration removes stored model-profile values from existing agent, issue, and historical revision records. **Reason and benefit** One model path reduces configuration, API, UI, and recovery complexity. It also prevents status recovery from becoming a separate product-level model-routing feature. **Breaking changes** This change removes model-profile fields and adapter capability metadata. Existing stored model-profile values are removed by an idempotent migration. The validators reject new legacy profile values with clear errors. ## What Changed - Removed model-profile types, adapter capabilities, API fields, and model selection logic. - Removed cheap-model controls from agent and task UI surfaces. - Kept status-only recovery limited to coordination context while normal continuations use the configured agent model. - Added an idempotent migration that removes stored model-profile values from agents, issues, and configuration revisions without changing issue update timestamps. - Updated tests and product documentation for the single-model behavior. ## Verification - `pnpm check:token-gates` passes. - `pnpm -r typecheck` passes. - `pnpm build` passes. - `pnpm test:run` completed with 5,607 passing tests and 8 environment-sensitive failures in unrelated fixed-port and database-deadlock suites. The same failures repeated in an isolated rerun. CI is the final clean-room result. ## Risks - This is an intentional breaking change for clients that send model-profile fields. - The migration changes legacy agent, issue, and configuration-revision JSON. It is idempotent and preserves unrelated fields and issue update timestamps. - The change is cross-cutting because the removed feature existed in adapters, shared contracts, the server, plugins, and the UI. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with `gpt-5`. Reasoning and tool use were enabled. The runtime did not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] 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 - [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> |
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TonioandClaude Opus 5
|
42c6f8a424 |
Onboarding: model source tiles, one input canvas, and Storybook coverage for the agent arc (#12613)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - New customers meet it through onboarding, whose last three steps run
inside the tenant: create an agent, connect a model, review
> - The connect step is the one that decides whether the agent can run
at all, and it had drifted — three contributors changed it in parallel,
and its visual language no longer matched the rest of the flow
> - It also could not be looked at without a provisioned stack, so
defects in it were only found by walking a real signup, and the review
step behind it could not be reached at all when it failed
> - This pull request brings the visual work onto the sign-in behaviour
that already shipped, and adds Storybook coverage for all three steps
> - The benefit is that the step is easier to read, and that it can now
be inspected and driven before it ships rather than after
## Linked Issues or Issue Description
**What existing behavior does this improve?**
The onboarding connect-a-model step. It presented the model choice as a
dropdown plus an "Advanced settings" disclosure, and put each credential
type in a different place, so the controls below moved whenever the
choice changed.
**Subsystem affected**
Tenant onboarding wizard (`ui/src/components/OnboardingWizard.tsx`) and
its Storybook coverage.
**Current behavior**
The step offered every registered adapter through a disclosure.
Credential entry appeared in a different shape per source. None of the
three agent-arc steps could be rendered outside a provisioned cloud
stack, so the sign-in panel and the review step were only reachable by
walking a real signup.
**Proposed behavior**
Two brand tiles for the recommended sources, a link that switches
between subscription and API-key credentials, and one canvas that holds
whichever input the current choice needs. Storybook stories mount the
real wizard against fixtures and walk it forward, so every step and its
states can be inspected locally.
**Reason and benefit**
The step reads as one decision rather than three scattered ones, and its
furniture stays still while the choice changes. The stories mean a
regression in it is visible before release instead of during a signup.
**Breaking changes**
No API or schema change. One behavioural narrowing, described under
Risks.
## What Changed
- Replaces the adapter dropdown and "Advanced settings" disclosure with
`ModelSourceTiles` — brand tiles for Claude Code and Codex.
- Adds `CredentialModeLink`, a text toggle between subscription sign-in
and API keys, replacing the disclosure.
- Adds `ConnectInputCanvas`: one surface that holds the sign-in panel or
the API-key field and resizes between them, so the Connect button below
does not move.
- Keeps the existing sign-in behaviour unchanged. `AgentConfigForm`
changes are presentation only — the provider name in the title, the CTA
wording, and `space-y` to `gap`. No change to the login mutations,
queries, or session handling.
- Restores the sleep marks on the dormant agent for the two steps before
the hire.
- Adds Storybook stories for all three agent-arc steps, with fixtures
for the environments, auth signal, both adapters' login flows, and the
hire.
- Copy: names the provider being signed in to ("Sign in to
Anthropic"/"Sign in to OpenAI"), and drops "Clippy" from the agent-name
helper text.
## Verification
- `pnpm vitest run src/components storybook` in `ui/` — 139 tests over
the touched suites, 1986 across `src/components`.
- `pnpm typecheck` in `ui/` — clean.
- Storybook, `Onboarding/Agent arc`: walk each story. Step 1 has no Back
button, steps 2 and 3 do.
- The sign-in gate: on `Connect a model`, press Connect without signing
in. It holds on step 2 and reports "No working authentication was
found." On `Review`, which fixtures an authenticated signal, Connect
reaches the review step.
- Both providers' login flows: press Sign in on the Claude tile for the
authorization URL and browser-code field, and on the Codex tile for the
device URL and code.
- The Claude sign-in was also walked end to end on a staging tenant,
including the OAuth redirect and pasting the code back.
## Risks
- **Onboarding now offers two model sources instead of every registered
adapter.** `ModelSourceTiles` is fed the `recommended` set, which is
`claude_local` and `codex_local`; Gemini, Cursor, Grok, Kimi, OpenCode
and Paperclip Runner are no longer selectable *during onboarding*. This
is deliberate. The full list is unchanged in agent settings, which is
where an adapter can still be switched after the agent exists, and
adding a source back is one `recommended: true` in
`adapter-display-registry.ts`. Flagging it because it is the one
behavioural narrowing here and it is not visible from the diffstat.
- The API key entered on this step is held in component state and
deliberately never written to the onboarding draft, because that draft
is `localStorage`. A customer who leaves mid-step re-enters the key;
that is the intended trade.
- Storybook-only risk: the fixtures now answer the environment test from
the story's auth state. If a future change moves the hire's gate off the
`adapter_auth_missing` check code, the stories would keep passing while
the product regressed. The gate is asserted in the adapter packages' own
tests, not here.
- Motion changes are low risk and reversible: the input canvas animates
its contents only, and its container was deliberately left unanimated
after an animated wrapper clipped the sign-in panel.
## Model Used
Claude Opus 5 (`claude-opus-5`), via Claude Code with extended thinking,
tool use, and browser-driven verification of the Storybook stories.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
|
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DottaandPaperclip
|
fcb2e99e8f |
feat(apps): expand the self-serve connection catalog (#12344)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A useful app store needs accurate and selectable provider definitions. > - Local brand assets now cover the expanded provider set. > - Provider methods differ in transport, authentication, ownership, and required scope. > - This pull request expands the catalog and encodes those provider contracts. > - The benefit is a larger self-serve store with explicit setup choices. ## Linked Issues or Issue Description Refs #11965 This is stack 6 of 11. It depends on stack 5 and replaces another reviewable part of #11965. ## What Changed - Add and update provider definitions for the self-serve catalog. - Add Google Workspace connection methods and capability profiles. - Add catalog generation, ingestion, URL matching, and contract tests. - Update legacy key tests to use a provider that still uses header credentials. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 164 tests passed. - `pnpm build` ## Risks - An incorrect provider definition can offer the wrong setup method. - Contract tests verify transport, authentication, and provider URL behavior. - The change does not add a database migration. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model 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 `Refs #` or (b) described the issue in this pull request - [x] I have not referenced internal or 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 - [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> |
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Nicky LeachandPaperclip
|
d9449e636e |
feat(onboarding): sign in to an agent provider during onboarding (#12440)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New organizations create their first agent through the onboarding wizard > - The wizard does not show provider sign-in when a host credential is absent or unknown > - The create step also gives unclear feedback when the provider needs authentication > - This pull request adds a safe auth signal and a provider sign-in step for sandbox drivers > - The benefit is a clearer onboarding path with no token or account data in the signal ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (server API, shared types, and UI) **Problem or motivation** The onboarding wizard can fail when the selected provider needs authentication. It does not tell the person how to complete sign-in. **Proposed solution** Add a status-only provider auth signal. Show the sign-in panel for sandbox drivers when the signal says `absent` or `unknown`. Apply a stored Claude login to the new agent and block creation when the adapter test reports missing authentication. **Alternatives considered** The wizard could hide the sign-in panel when the signal read fails. This would hide a needed action, so this pull request shows the panel when the signal is unknown. **Roadmap alignment** The change supports the roadmap goal for scoped and audited credential bindings. **Additional context** The auth signal returns only `present`, `absent`, or `unknown`. It never returns a token, identifier, or account name. ## What Changed - Add `GET /api/companies/:companyId/adapters/:type/auth-signal` with company and permission checks. - Add shared auth-signal types and the UI query path. - Apply a stored Claude login by reference without reading its token. - Show the provider sign-in panel only for sandbox drivers with interactive terminal support. - Block agent creation when the provider test reports missing authentication. - Add route, wizard, and end-to-end test coverage. ## Verification - `pnpm --filter @paperclipai/server test adapter-auth-signal-routes` passes 50 tests. - `pnpm --filter @paperclipai/ui test OnboardingWizard` passes 69 tests. - `pnpm --filter @paperclipai/ui exec tsc --noEmit` exits with code 0. - The `e2e_shards` lane runs `tests/e2e/onboarding.spec.ts`. ## Risks The route reads a host-local readiness signal. It returns `unknown` on read errors and never exposes credential data. The UI may add a sign-in step when the signal is unavailable. ## Model Used OpenAI Codex, GPT-5, extended reasoning, tool use, and code execution. The exact context window was not provided. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run 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> |
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TonioandClaude Opus 5
|
eb86fcd498 |
The agent, drawn as itself (#12274)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A new customer's first session ends in the tenant's agent arc: create an agent, connect a model, review > - Walking it turned up questions the arc had no business asking — a role picker using a vocabulary the customer has not been given, a model picker asking them to judge models they have not met — and chrome restating what they had just watched happen > - Each one costs a first-session customer attention at the exact moment they are deciding what this product is > - This pull request cuts the arc to what it must ask, and draws the agent as itself so the arc has a visible subject > - The benefit is three steps that each ask one thing, ending on an agent that is visibly ready ## Linked Issues or Issue Description No public issue exists. The changes come from walking the sign-up arc end to end. **What happened:** The agent step asks for a role from a fixed enum before asking for a name. The model step shows two "Recommended" badges (on both options), an "Adapter type" eyebrow, and a model picker. The review step lists a three-row checklist of work the customer just performed. The progress strip is a full-width segmented bar. **Expected behavior:** The agent step asks for a name. The model step offers the two harnesses and hides the rest behind advanced settings. The review step says the agent is ready. The strip counts three discrete steps. **Steps to reproduce:** 1. Sign up and enter the tenant wizard on the agent arc. 2. Observe the role select above the optional name field. 3. Continue to the model step: both options carry a "Recommended" badge, and a model picker sits below. 4. Continue to review: a checklist restates the organization name, agent, and model. **Additional context:** The brand pill assets (`pill-1-dormant.svg`, `pill-1-alive.svg`) are transcribed verbatim into a component rather than approximated. The role removal exposed a latent silent-failure path — see Risks. ## What Changed - `PillGuy` renders the brand pill in two states; the arc holds one instance, dormant through create and connect, alive on review. - The agent step asks for a name only. The name is required; the role picker is gone. - `DEFAULT_AGENT_ROLE` (`general`) backs every onboarding hire, and `agentRole` now defaults to it rather than empty. - The model step drops both "Recommended" badges, the "Adapter type" eyebrow, and the model picker; "More Agent Adapter Types" becomes "Advanced settings"; the sub-line becomes "Paperclip works with your existing subscription or API keys." - The review step drops its checklist; the heading becomes "Let's get started..." with "[name] is ready to work!". - The progress strip renders three left-aligned dots at the previous gap. - Five e2e specs and both wizard unit suites migrate off `#onboarding-agent-role`. ## Verification Run the tenant suite: ``` cd ui && npx vitest run ``` - 4398 tests pass across 474 files; `npx tsc --noEmit` clean. - Walked live in a local instance: agent step (dots, dormant pill, name placeholder), model step (no badges/eyebrow/picker, "Advanced settings"), review (pill alive, new copy, no checklist). - The retargeted role test asserts the hire payload carries `role: "general"` and the typed name — it is the test that catches the silent failure below. ## Risks - **A latent silent failure, now closed.** `handleGiveHeartbeat` returns early when `agentRole` is empty. With the picker removed and no default, Connect would have hired nobody and shown no error. The default closes it; the guard stays for any future path that clears the role. - **Behavioral change:** every onboarding hire is filed as `general` rather than a chosen role. The role remains editable in the app. - **Behavioral change:** the model is no longer chosen during onboarding. Every adapter offered here resolves its own default in `buildAdapterConfig`, and the model is changeable later. - **Assets:** the pill carries its own gradient fills and does not follow the theme. That is deliberate — the agent looks like itself on either ground. ## Model Used Claude Opus 5 (`claude-opus-5`) via Claude Code, with tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] 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: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
|
88a0f885e8 |
Brand lockup, no idle env-check card, no Mission row (#12074)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New customers meet the product through an onboarding arc that ends in the tenant wizard > - A staging walk of that arc found three rough edges: an ad-hoc icon standing in for the brand, an environment-check card that narrates a probe the flow already runs on its own, and a review checklist that still lists a Mission the arc stopped asking for > - Each one makes the product look less finished than it is at the exact moment a customer decides what it is > - This pull request renders the brand lockup, hides the idle environment-check card while keeping the probe and its failure surface, and drops the Mission row > - The benefit is a first-session arc that reads as one product, with no controls for questions nobody was asked ## Linked Issues or Issue Description No public issue exists. The changes come from walking the sign-up arc on a staging fleet. **What happened:** The model step shows an "Adapter environment check" card with a "Test now" button even though pressing Connect runs the same probe and blocks a failing hire. The review step lists "Mission" in its checklist although onboarding no longer asks for one. The auth page renders a sparkles icon beside the word "Paperclip" instead of the brand lockup. **Expected behavior:** The model step shows the check only when a probe has found something to fix. The review checklist lists only what onboarding set up. The brand renders as the lockup asset used across surfaces. **Actual behavior:** An idle card narrates a probe that runs regardless. A permanent unchecked row marks a question nobody was asked. The brand is a generic icon plus text. **Steps to reproduce:** 1. Sign up on a staging fleet and enter the tenant wizard. 2. On "Create your first agent", choose a role and press Next: the model step shows the "Adapter environment check" card before anything has been probed. 3. Continue to Review: the checklist lists "Mission" as a permanently unchecked row. **Additional context:** The Mission row outlived the removal of the mission step (#11935). The environment probe itself still runs on Connect and blocks a failing hire; only its idle card is at issue. The brand lockup lands across all three surfaces in the same round — paperclip-cloud#270 and paperclip-id#58 carry the other halves. ## What Changed - `PaperclipLockup` renders the brand asset (mark + wordmark, one geometry, `fill="currentColor"`); the auth page uses it in place of the sparkles icon. - The adapter environment check's idle card (explainer + "Test now") no longer renders. The probe still runs on Connect and still blocks a failing hire. - The check's failure content still renders when a probe has found something — the blocking error points the customer at "the reported checks", so they stay visible. - Connect retries a cached failed probe instead of reusing it. With "Test now" gone, Connect is the only retry, and a stale fail would lock out a machine the customer has since fixed. - The review checklist drops its "Mission" row. ## Verification Run the tenant suite: ``` cd ui && npx vitest run ``` - 4365 tests pass across 471 files; `npx tsc --noEmit` is clean. - New test drives the wizard to the model step and asserts the environment-check card is absent, anchored on "Connect a model" so an unrendered step cannot pass as an absence. - The review assertions anchor on the remaining rows ("Organization name", "Agent created", "Model connected"). ## Risks - **Behavioral change:** a cached *failed* probe is re-run on Connect instead of reused. Pass and warn results are still cached. This only affects the retry path that "Test now" used to serve. - **Hidden, not removed:** the environment check machinery is intact; only the idle card is gone. A failing probe still blocks the hire and still shows its checks. - **Brand:** the wordmark now ships inside an SVG; its accessible name carries the text. Screen readers announce "Paperclip" as before. ## Model Used Claude Fable 5 (`claude-fable-5`) via Claude Code, with tool use and code execution; earlier rounds on this branch's predecessor used Claude Opus 5 (`claude-opus-5`). ## 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 - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] 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: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
|
3ff636bc48 |
Drop the mission step from the wizard arc (#11935)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New customers arrive through an onboarding arc that spans Paperclip Cloud and the tenant app > - Cloud's naming screen stopped asking for the company mission, but the tenant wizard still decided its first step by asking whether the company had one > - Every Cloud-created company therefore looked mission-less on arrival, so every walk detoured through a "Define your mission" screen the design had already removed > - This pull request removes that step from the arc, and makes step 1 create the company itself > - The benefit is a shorter arc that matches the design, and a three-step progress strip that now counts the steps that exist ## Linked Issues or Issue Description No public issue exists. The problem was found by walking staging end to end. **What happened:** A new customer signs in, names their organization, and waits for it to build. The tenant wizard then asks "Define your mission" before it asks for the first agent. Cloud no longer collects a mission, so this screen appears for every new customer. **Expected behavior:** The wizard asks for the first agent, the model, and a review. The progress strip counts three steps. **Actual behavior:** The wizard asks for the mission first. The progress strip counts five segments, because the run does not enter on the agent arc. **Additional context:** Three merged pull requests built the mission-based step choice this change removes: #11352, #11416 and #11429. The mission is now collected later, inside the tenant app, so onboarding does not ask for it at all. ## What Changed - `onboardingStepForCompany` always returns the agent step. The `companyHasMission` parameter is removed, because it cannot change the answer. - `resolveRouteOnboardingOptions` no longer accepts `companyHasMission`. - The dashboard no longer waits for the goal lookup before it opens the wizard. That wait only chose a step, and the step is now fixed. - Step 1 creates the company in a new `handleCreateCompany`. Company creation used to sit at the end of `handleConfirmMission`. - No company goal is written during onboarding. - The three-step strip now shows on the agent, model and review steps, because every Cloud-first run enters on the arc. - The full-length bar drops its second segment. No run can fill it. - The grow path keeps its step 2 questionnaire. Only the create path skips ahead. - Back from the agent step goes to the screen the run came from. - Four end-to-end specs no longer drive the wizard through the mission step. ## Verification Run the tenant test suite: ``` cd ui && npx vitest run ``` - 4356 tests pass. 471 files pass. - `npx tsc --noEmit` reports no errors. - Fault injection: forcing `skipsMissionStep` to `true` fails the grow questionnaire test. Removing the Back rule fails the Back test. Both tests fail on the exact defect they guard. - The three-step strip is asserted by an existing test. It checks `Step 1 of 3` and `aria-label="Create your first agent"`. Manual check on staging after the paired Cloud change: 1. Open a new incognito window. 2. Sign in with a new account. 3. Name the organization. 4. Confirm the wizard shows "Create your first agent" and "Step 1 of 3". ## Risks - **Behavioral change.** Onboarding no longer writes a company goal. An agent hired during onboarding starts without a seeded mission. This is intended. The mission moves to the tenant app. - **Dead code.** `ONBOARDING_MISSION_STEP` and the mission screen stay in the codebase, but nothing in the app opens them. They wait for the surface that collects the mission later. - **Grow path.** The grow path is unchanged, but it shares step 2 with the removed screen. New tests cover it. - **Superseded work.** #11352, #11416 and #11429 tuned the mission-based step choice. This change removes the branch they tuned. ## Model Used Claude Opus 5 (`claude-opus-5`), extended thinking, with tool use and code execution through Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] 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: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
|
3d366ba15f |
Rebuild the onboarding agent arc on the prototype's step design (#11905)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The onboarding wizard in `ui/` hires that first agent. It runs three steps: create the agent, connect a model, and review > - A standalone prototype holds the agreed design for these steps. #10786 ported that prototype, but #11067 reverted it in full because the port deleted `OnboardingWizard.tsx` while four pull requests were editing that file > - Those four pull requests have since merged. The revert said the port can "re-land incrementally", and this is that re-land > - This pull request takes the presentational layer from the prototype only. It keeps master's wizard as the source of behaviour, so the eight onboarding fixes merged since the revert stay in place > - The benefit is that the three agent steps match the agreed design, and no merged fix is lost to get there ## Linked Issues or Issue Description Refs #10786 — the first attempt to land this design. Refs #11067 — the revert that asked for it to re-land in smaller steps. No public issue exists for the re-land. The problem is described below. **Subsystem affected** The `ui` package. The change touches the onboarding wizard, the agent capsule, and one Storybook story. It adds four small presentational components under `ui/src/components/onboarding/`. **Current behavior** The wizard's agent steps do not match the prototype. Each step shows a small heading beside an icon, above a form. The agent capsule sits below that heading and does not animate. The agent gets a name but no role, so every first agent is created as `ceo`. The wizard also shows a five-segment progress bar on these steps. A walker who enters on the agent step cannot reach the first two segments, so two of the five can never be filled. **Proposed behavior** The three steps use the prototype's card, its centred display heading, and its footer. One capsule sits above the heading and stays mounted across all three steps, so it reads as one object being built rather than three screens that each show their own. A three-segment strip counts these steps for a walker who enters on them. The full-length bar stays for a walker who starts at step one, so that count never restarts partway. The agent step gains a role. The options come from the agent role enum, not from the prototype's mock list. **Reason and benefit** The design is agreed and already built once. Re-landing it presentation-first keeps the behaviour that master gained after the revert. Sourcing roles from the enum matters. The prototype offers "Coder", which is not a valid role — the enum uses `engineer` — so a walker who picked it would fail validation at hire time. **Breaking changes** None. The wizard keeps its routes, its draft format, and its hire call. The draft gains one optional field, `agentRole`. A draft saved before this change loads without it and falls back to the default. ## What Changed - Add `ui/src/components/onboarding/`: `Stepper`, `OnboardingCard`, `OnboardingHeading`, `FooterNav`, `AgentPreview`, and shared motion constants - Rebuild wizard steps 3–5 on those parts: one card, the capsule above a centred heading, and one footer - Hold one `AgentCapsule` across the three steps. It springs in once, then morphs from dashed slot to traced outline to filled - Add `strokeDraw` to `AgentCapsule`. It traces the outline instead of cross-fading it. The dashed layer holds until the trace ends - Add a role select to the agent step. Choosing a role fills the name, unless the walker typed one - Show one progress indicator per run, not two - Label strip segments by destination, not by number - Add `motion` to the `ui` package - Add a Storybook story for the strip and the capsule states ## Verification Run the tests: ``` pnpm --filter @paperclipai/ui exec vitest run pnpm --filter @paperclipai/ui exec tsc -p tsconfig.json --noEmit ``` 4235 tests pass. The typecheck is clean. To see the steps, start the app and open `/<PREFIX>/onboarding` for a company that has a company-level goal. The wizard opens on the agent step. Step three requires a hire. Three absence assertions were checked by fault injection. Each one fails when the old behaviour returns: - put the step counter back, and the "shows no step counter" test fails - default `strokeDraw` to true, and the cross-fade test fails - restore the timer gate on the strip, and the indicator test fails ## Risks Low to medium. `motion` is one new dependency in `ui`. #11067 gave dependency weight as one of three reasons to revert #10786, so this branch carries the smallest set that works. `motion` drives the step transitions and the capsule choreography, and three files import it. An earlier revision of this branch also added `three` and `@types/three`. Both are removed. They existed for the 3D backdrop, which belongs to the auth and welcome screens rather than to these three steps, so nothing on this branch imported them. The role select changes what the wizard sends. Before this change every first agent was hired as `ceo`. Now the walker chooses. The values come from the enum, so the server accepts all of them. Steps 1 and 2 keep the older design. They do not run on the Cloud-first path, where the company already exists. ## Model Used Claude Opus 5 (`claude-opus-5`), with extended thinking, tool use, and code execution. Used for the code, the tests, and this description. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
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327f59cac2 |
refactor(ui): key the company list by account (#11488)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Which companies a person belongs to is an authorization fact the server owns, and the UI caches the answer for speed > - It cached that answer under one `["companies"]` key with no account attached, while `main.tsx` sets `staleTime: 30_000` for every query > - So for thirty seconds after an account change, one person's list answered questions asked about another, arriving with no loading state and no error > - Three separate consumers each grew their own defense against this, and each was a place to forget one > - This pull request keys the entry by account, so a list belonging to someone else is not distrusted but unreachable > - The benefit is that the protection stops depending on every future consumer remembering to defend itself ## Linked Issues or Issue Description No public issue exists. Refs #11380, #11382, #11417, #11430. The problem follows. **What happened?** The company list lived in a single cache entry, `["companies"]`, carrying no record of which account it was fetched for. Combined with the app-wide 30s `staleTime`, any read within that window after an account change returned the previous account's list — from cache, with no request, no loading state and no error. Every consumer that treats the list as an authorization fact had to know this and defend itself: - `InviteLanding` reads it to decide whether you already belong to the inviting company (#11417). - `OnboardingWizard` reads it to decide whether a saved draft belongs to you (#11382, merged). - `CompanyProvider` reads it to pick and persist your active company (#11430). All three defenses are correct. The problem is structural: the fourth consumer has to invent a fourth one. **Expected behavior** A cached company list can only answer questions about the account it was fetched for. **Steps to reproduce** 1. On a self-hosted instance in `authenticated` mode, sign in as account A, which belongs to company X. 2. Within thirty seconds, have account B become the session in that tab — a second tab signing in, or A's session lapsing server-side. 3. Any consumer reading the company list receives A's list, and nothing in the query result indicates it is not B's. **Paperclip version or commit** `master` at `ac91b7f3b`, which includes #11430. ## What Changed - `ui/src/lib/queryKeys.ts` — `companies.list(userId)` replaces `companies.all` as the list's entry. `companies.all` remains the prefix, so it still matches for invalidation. - `ui/src/api/companies-query.ts` — `companyListQueryOptions(userId)` builds the keyed options; `useCompanyListQuery()` is the only observer entry point and holds until the session settles, because the key cannot be built before then; `fetchCompanyListForCurrentAccount(queryClient)` covers imperative paths; `useAccountIdentity()` exposes the session identity the key is built from. - `ui/src/api/companies-query.ts` — the `/companies` detach moved into the query function. - `ui/src/context/CompanyContext.tsx` — drops the session-watching refetch machinery the key now makes unnecessary (`removeQueries`, the explicit replacement fetch, the awaiting gate). It still clears the live selection on an account change, because that is component state and does not change key with the query. - `ui/src/pages/InviteLanding.tsx`, `ui/src/components/OnboardingWizard.tsx` — read through the account-aware API. - Tests — the account-keyed guarantee, prefix invalidation still reaching the list, the detach inside the query function, and updates where suites seeded the old shared key. ### The existing defenses are deliberately left in place The per-consumer gates in #11382, #11417 and #11430 are now belt and braces. They are also what will catch this refactor if it is wrong somewhere, so removing them in the same change that moves the foundation would be the wrong order. Simplifying them is a follow-up, once this has proven itself. ### Why `retry: 1` appears in CompanyProvider An earlier measurement on #11430 found a retry on the replacement fetch changed no outcome, because `removeQueries` made the observer rebind and issue a second request for free. Keying by account removes that mechanism and the free attempt with it. The retry now carries the property the incidental refetch used to — a single blip during an account change should not leave the customer with no companies until they find "Try again". #11430's test for that property is unchanged and still passes, which is how the gap was caught. ### A regression this went through, kept for the record Gating the query on the session settling meant that while the account was unknown the query was *disabled*, and a disabled query reports `isLoading: false` with no data — which the provider defaults to an empty list and reads as "asked, and owns nothing". That is the destructive branch #11477 had just fixed, reached through a different door: it would have cleared the customer's stored company on every cold boot. #11477's test caught it during the rebase. `useCompanyListQuery` now reports the wait for the account as part of the wait for the list. ### What this does not do It does not scope the rest of the per-account cache. `["companies", id]`, stats, and every other account-scoped entry still survive an account change; that is the cache-lifetime work in #11380. ## Verification - `pnpm vitest run` in `ui`: **4018 passed, 1 failed**. - `pnpm tsc -b` in `ui`: clean. - `companies-query.test.ts`: 6 passed. `CompanyContext.test.tsx`: 17 passed. `OnboardingWizard.test.tsx`: 13 passed. `InviteLanding.test.tsx`: 13 passed. The failure is the pre-existing timezone-dependent `IssueProperties.test.tsx`, fixed by #11478. Two behaviours are asserted rather than assumed, because the refactor is only safe if they hold: that invalidating the `companies` prefix still marks the account-keyed list stale (19 call sites depend on it), and that the query function detaches the in-flight `/companies` request before fetching. **Not done:** no manual two-account run in a browser. The path needs two accounts on an `authenticated` instance, which a local dev instance cannot exercise. ## Risks Moderate, and worth reading before approving. **It touches `InviteLanding.tsx`, which #11417 also modifies**, so one of the two will need a rebase — the conflict is mechanical (both change how the same query is read). This was #11481, which GitHub closed automatically when its base branch (#11430's) was deleted on merge; reopening a pull request whose base branch is gone is not permitted, so it continues here against `master` with the same head and the same review already recorded on #11481. **The list now waits for the session query.** The key cannot be built before the account is known. In the app the session is already fetched at boot by many components, so this is a dependency rather than an extra request, but it does serialize: on a cold boot the list waits for the session to land. Every test that renders a company-list consumer now needs a session in the cache, which is why several suites gained a seed. **A missing mock surfaces as a passing gate rather than an error.** The detach inside the query function meant suites whose `companiesApi` mock lacked `detachInflightList` had their query function throw, which read as "decided" in the onboarding gate and mounted the wizard early. Fixed in the affected suites; worth knowing as a failure mode. ## Model Used Claude Opus 5 (`claude-opus-5`), through Claude Code. Extended thinking enabled. Tool use enabled: file read and edit, shell for typecheck and test runs. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
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38752c4e5e |
fix(ui): clear account-scoped query caches on sign-out (#11380)
Sign-out invalidated two query keys - the auth session and health - and left everything else in the cache. `invalidateQueries` also keeps serving the old data while it refetches, so it was insufficient even for the two it did touch. The company list was never touched at all, which is how one account's companies could still be in hand when the next account signed in. The self-hosted path now resets every account-scoped entry. Scoping is an allowlist of instance-scoped roots rather than a list of things to clear, so a query key added later is account-scoped unless someone deliberately says otherwise - forgetting this file fails closed. `health` is the only exemption. It carries deployment mode, bootstrap state and Cloud metadata, nothing account-scoped, and `useCloudInstance` observes it with `enabled: false` and leaves the fetch to CloudAccessGate. Dropping the entry would strand every such observer on `null` until the gate happened to refetch, flipping Cloud instances into their self-hosted rendering mid sign-out. It is refreshed in place instead. `resetQueries` rather than `removeQueries`: removal empties the cache without notifying the observers already subscribed, so a mounted `useQuery` keeps returning its last result until an unrelated re-render rebuilds it. CompanyProvider sits above the router and stays mounted across the whole sign-out and sign-in cycle, so that is the common case here rather than a corner one. Reset notifies them, so the old data leaves the cache and everything reading it. The cloud path is untouched: it is a top-level navigation, and the document reload builds a new QueryClient with nothing left to clear. This is the root cause behind the onboarding draft-ownership gate added in #11382. That gate stays, and its comment now says why: this fix covers the sign-out button, not the question. An account can change without it - a session lapsing server-side, a second account signing in on a warm tab, a caller supplying the company context from somewhere else - so the gate stays independent rather than deferring to this. ui typecheck clean; full ui suite 4014 pass, with only the timezone-dependent IssueProperties failure already present on master. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
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484b1f626c |
fix(onboarding): verify draft ownership against a list fetched this session (#11382)
#11370 stopped onboarding restoring a saved draft when the company list had *errored*. It still trusted the list when the list looked healthy — and the wider door was exactly that. `main.tsx` sets `staleTime: 30_000` app-wide and `Auth.tsx` invalidates rather than resets on sign-in, so `invalidateQueries` keeps serving the previous account's companies with `isLoading` false and no error at all. On a self-hosted instance, where sign-out does not reload the page, signing in as a second account in the same warm tab could restore the first account's draft. No request had to fail. The wizard now judges ownership against a list it fetched for the current session: its own `useQuery` on the shared key with `staleTime: 0`, gated so it runs only when a parseable draft exists and adds no request otherwise. Every clause of that gate earns its place, and each was verified by removing it and watching a specific case fail: - `isSuccess` ties the answer to this session. React Query retains the last good `data` when a refetch fails, so after an account switch the retained value is the previous account's list; a failed refetch flips status to error and this rejects it. - The `unauthorized` check catches the opposite error. `companiesListQueryOptions` folds 401 and 403 into `{ companies: [], unauthorized: true }` rather than throwing, so an auth blip arrives as a *successful* empty list and would otherwise read as "this account owns nothing" and delete the draft. - The mount gate keys on `isFetching`, not `isLoading`. `isLoading` is false whenever retained data exists, so a refetch over a warm cache mounted the wizard undecided — and with the wizard open, the persist effect overwrote the customer's own draft with defaults before the answer arrived. It still releases on failure, so the "Get Started" dead end stays fixed. - An unreadable draft is judged, and cleared, before any of the above, and does not enable the query at all. `isFetchedAfterMount` was in an earlier revision and is deliberately not here: it is true after a failed refetch too, so it rejects nothing `isSuccess` has not, and no test could distinguish it. Worth recording how the first defect survived a check. I fault-injected it, saw a test fail, and concluded the guard worked. It was failing for an unrelated reason — the inner wizard mounted during the fetch and locked its state initializers to defaults, so the draft could not appear whatever the gate decided. Fixing the mount gate exposed the real behaviour. An injection is only evidence if the failure it produces is the one being claimed. This narrows onboarding only. The general fault is that a sign-out leaves account-scoped caches in place, and account changes that skip the button — a session lapsing server-side, a second account in a warm tab — reach the same stale list. Tracked separately; this defence should not be removed as redundant when that lands. ui typecheck clean; full ui suite 3963 pass, with only the timezone-dependent IssueProperties failure already present on master. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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TonioandClaude Opus 5
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66515582e4 |
fix(onboarding): do not restore wizard state for a company the user does not own (#11370)
Onboarding persists a draft to `localStorage`, including `createdCompanyId`. That key is scoped per browser origin, not per account, so a browser that has already run onboarding hands the stored company id to the next session on the same origin — whoever is signed in. Every downstream call then targets a company that account may not own: goals, agents and issues are created there, and requests fail with authorization errors. `restoreOnboardingState` now returns a saved draft only when the signed-in account owns the company it names. Otherwise the draft is discarded and the stale blob removed. The wizard splits into a gate and an inner component because the inner one has ~20 `useState(saved?.x ?? default)` initializers, and an initializer runs only on the first render. Mounting before the restored draft is final locks every field to its default with no way back, so the gate waits for the company list while it is loading. Ownership is judged only against a list that actually answered. Any company query error makes it undecidable, whatever the list contains — the companies cache is not account-scoped and survives sign-out, so a failed refetch after an account switch can leave the previous account's companies in hand, and trusting a non-empty list there would hand one account's draft to the next. Nothing is restored and nothing is deleted in that state; the next successful load decides. Judging the draft and mounting the wizard are separate questions. The gate withholds the wizard only while the list is *loading*, never on error: the companies query sets `retry: false`, and with no companies the dashboard offers a "Get Started" button wired to onboarding, so blocking there would make that button do nothing at all. Mounting costs the draft nothing, because the persist effect is itself gated on the wizard being open. All four draft-storage call sites — read, write, cleanup, reset — go through one guarded helper. Storage access throws outright where a browser denies it, and each site sits in a render, an effect or a close handler, so an escaping exception took down something the customer was using. Lands the work from #9900 by @stubbi, whose two commits are included unchanged with their authorship. The rebase, the error-path handling and the storage guards are mine. Follow-up filed separately: sign-out should remove account-scoped cached data rather than invalidating two keys. This change is defensive and protects onboarding only. Tested: ui typecheck clean; 73 pass across the seven onboarding suites; full ui suite 3952 pass, with one timezone-dependent IssueProperties failure present on master in a file this does not touch. All CI gates green; Greptile 5/5. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |