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Commits
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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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889947c238 |
feat: add experimental native chat connectors (#13038)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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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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20ccf3f476 |
feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - External tools need explicit identity and access boundaries. > - Shared connection credentials cannot represent every user-scoped use case. > - Grants must stay company-scoped and support safe delegation. > - This pull request adds connection grants, identity rules, and their database contract. > - The benefit is durable control over which identity an agent may use. ## Linked Issues or Issue Description Refs #11965 This is stack 3 of 11. It depends on stack 2 and replaces another reviewable part of #11965. ## What Changed - Add company and user connection grants. - Add delegated identity and membership rules. - Synchronize database, shared, server, and UI contracts. - Register the grant-member replacement route in the OpenAPI surface in the same layer that mounts it. - Add migration 0231 with replay-safe guards and coverage. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/openapi-routes.test.ts` (5 passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Incorrect grant selection could expose the wrong credential scope. - The service enforces company and subject boundaries before credential use. - Migration 0231 is generated, ordered after 0230, and safe to replay. > 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 linked a public issue or pull request with `Refs #` - [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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9c03443c48 |
feat: hideable company settings pages, with import floored on cloud-managed instances (#12199)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - The app can run self-hosted or as a cloud-managed instance, where a
hosting platform provisions the instance with its company already
materialized (the existing `isCloudManagedInstance()` predicate and
`cloud_managed` floors)
> - The company Import/Export surface lets an operator materialize whole
companies from an export bundle; on a cloud-managed instance this
bypasses the existing `cloud_managed` company-creation floor and
conflicts with platform-owned provisioning
> - Importing should be disabled on cloud-managed instances, while
export stays open as the data-portability escape hatch
> - This pull request floors every import route with 403
`code=cloud_managed` on cloud-managed instances and hides the Import UI
there, using the existing predicate and the established floor pattern
> - It also extends the operator-hidden settings registry with keys for
every top-level company settings page, so a hosting operator can hide
any of them with `PAPERCLIP_HIDDEN_SETTINGS` alone next time
> - The benefit is one consistent managed-instance policy: cloud-managed
instances cannot import companies, self-hosted installs keep the full
import surface unchanged
## Linked Issues or Issue Description
No public issue exists; the underlying problem follows the enhancement
template.
**What existing behavior does this improve?**
The company import surface (`/api/companies/import*`,
`/api/companies/:companyId/imports/*`) and its UI entry points on
cloud-managed instances.
**Subsystem affected**
Server routes (`server/src/routes/companies.ts`) and UI navigation/pages
(settings sidebar, settings tabs, org chart, `/company/import` route).
**Current behavior**
A cloud-managed instance floors direct company creation (`POST
/api/companies` answers 403 `cloud_managed`), but the import routes
still accept company bundles, so an import can materialize companies the
hosting platform did not provision. The UI offers Import entry points
that lead to a surface that is not available on cloud-managed instances.
**Proposed behavior**
On instances where `isCloudManagedInstance()` is true, every import
route answers 403 `code=cloud_managed` before auth and body work, and
the Import UI (sidebar entry, settings tab, org-chart button,
`/company/import` route) is hidden or redirected. Export remains fully
available. Self-hosted instances are unchanged.
**Reason and benefit**
Cloud-managed instances keep one consistent provisioning authority, and
users do not see an Import surface that dead-ends in a 403.
## What Changed
- `server/src/routes/companies.ts`: a router-level floor mounted at the
`/import` and `/:companyId/imports` prefixes. It covers the single-shot
upload, preview, job polling, chunked transfer
declare/part-upload/status/preview/apply, and the agent-safe per-company
import routes. It throws `forbidden(..., { code: "cloud_managed" })` on
cloud-managed instances, or `403 settings_operator_managed` when the
operator hides `company.import` — both before auth and body validation,
mirroring the company-creation floor.
- `packages/shared/src/settings-visibility.ts`: new
`HIDEABLE_COMPANY_PAGES` registry group — `company.members`,
`company.invites`, `company.secrets`, `company.export`, `company.import`
— with a `hidesCompanyPage` helper. The company General page stays
non-hideable (settings root). `company.import` floors its API; the other
keys are UI-visibility only, as documented in the registry, so
membership/invite/secret/export APIs stay live for agents.
- `ui/src/components/CloudManagedPageGate.tsx` (new): route gate that
redirects cloud-managed instances to `/company/settings`, modeled on
`HiddenSettingsPageGate`.
- `ui/src/App.tsx`: wraps the `company/import` route in
`CloudManagedPageGate`.
- `ui/src/components/CompanySettingsSidebar.tsx`,
`ui/src/components/access/CompanySettingsNav.tsx`,
`ui/src/pages/OrgChart.tsx`: hide the Import entry points when
`useCloudInstance()` reports a managed instance, and honor the new
`company.*` hidden-settings keys for every company page entry (sidebar
item, tab, org-chart buttons).
- `ui/src/App.tsx`: `HiddenSettingsPageGate` route gates for the members
(incl. the legacy access route), invites, secrets, export, and import
pages under their `company.*` keys.
- `docs/deploy/environment-variables.md`: documents the new keys and
their semantics; the CLI and board-operator guides note that import is
unavailable on cloud-managed instances.
- Tests: new `server/src/__tests__/company-import-cloud-floor.test.ts`
and `ui/src/components/CloudManagedPageGate.test.tsx`, registry cases in
`packages/shared/src/settings-visibility.test.ts`, plus cloud and
hidden-key cases in the sidebar, settings-nav, and org-chart suites.
## Verification
- TypeScript typechecks pass for every workspace package (`tsc` in
shared, server, ui; the runner's Rust leg needs a local cargo toolchain
and is covered by CI).
- `pnpm test` on this branch fails only in 9 files that also fail on a
clean `origin/master` checkout on the same machine
(environment-dependent suites: live-listener probes,
workspace/native-runtime spawns, skill materialization). Zero
branch-only failures against that baseline; every suite touched by this
change passes.
- `server/src/__tests__/company-import-cloud-floor.test.ts` asserts:
every import route answers 403 `cloud_managed` under the server-token
signal; the managed-config signal alone also floors; every import route
answers 403 `settings_operator_managed` when `company.import` is hidden;
hiding other company pages leaves import open; the floor applies before
auth and body validation; export stays open on cloud-managed instances;
self-hosted import preview and job polling still work.
- `packages/shared/src/settings-visibility.test.ts` covers the new
`company.*` keys and `hidesCompanyPage`.
- UI suites assert the Import tab, sidebar entry, and org-chart button
disappear on a cloud-managed instance while Export stays, that
`/company/import` redirects through the gate, and that the `company.*`
keys hide their sidebar entries and tabs.
## Risks
- Low risk for self-hosted installs: the floor is inert unless a cloud
signal (`PAPERCLIP_CLOUD_TENANT_SERVER_TOKEN` or
`PAPERCLIP_MANAGED_CONFIG`) is present, and the self-hosted paths are
regression-tested.
- On cloud-managed instances this is a deliberate behavioral removal:
import (including agent-driven safe imports and resumable transfers)
stops working the moment an instance runs this build. In-flight chunked
transfers on such instances cannot be applied afterward; they answer
403.
- CLI import commands against a cloud-managed instance now fail with the
`cloud_managed` error; the message names the reason.
- The new `company.*` keys change nothing unless an operator sets them:
`PAPERCLIP_HIDDEN_SETTINGS` unset keeps behavior identical, and older
images ignore unknown keys by design. The four non-import company keys
hide UI only; their APIs stay live, which the registry documents
explicitly.
## Model Used
Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with tool use (code search, editing, local test
execution).
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
|
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38d8f37172 |
fix(build): enforce Node 24 across Paperclip (#11792)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip runs across the CLI, server, adapters, plugins, CI, and container images. > - These surfaces declared different Node.js versions from 20 through 24. > - A newer `@types/node` major can expose APIs that the supported runtime does not provide. > - Node.js 20 is no longer a suitable project baseline, and Node.js 24 is the current LTS line. > - This pull request sets Node.js 24.11.0 as one repository-wide baseline, adds a drift check, and gives users actionable startup guidance when their runtime is too old. > - The benefit is one clear runtime contract for development, release, installation, and published packages. ## Linked Issues or Issue Description Refs #2734 Refs #11727 Refs #739 ## What Changed - Require Node.js 24.11.0 or newer in all 42 package manifests and runtime checks. - Use Node.js 24 in GitHub Actions, Docker images, smoke images, sandbox setup, portable installs, and esbuild targets. - Align every direct `@types/node` declaration on `^24.0.0`. - Prevent Dependabot from opening major `@types/node` upgrades without a matching runtime decision. - Add `.nvmrc` and a CI policy check for Node version drift. - Update ACP version gates, tests, and user documentation for the new minimum. - Print a non-blocking warning on CLI and server startup when Node is unsupported, with remediation through a version manager or the documented downloaded `install.sh` workflow. - Deduplicate that warning when `paperclipai run` boots the CLI and server in the same process. ## Verification - `node scripts/check-node-version-policy.mjs` - `node --check scripts/check-node-version-policy.mjs` - `node --check cli/esbuild.config.mjs` - `node --check scripts/generate-npm-package-json.mjs` - `bash -n scripts/install.sh scripts/test-install-sh-docker.sh scripts/e2e-install-lifecycle.sh` - Parsed all 42 package manifests and confirmed `engines.node` is `>=24.11.0`. - `git diff --check` - `vitest run packages/adapter-utils/src/sandbox-install-command.test.ts` passed with 3 tests. - `vitest run cli/src/node-version.test.ts` passed with 4 tests. - Directly exercised the shared warning helper for unsupported-version messaging and same-process deduplication. - The focused exe.dev suite could not resolve the locally unbuilt plugin SDK from this isolated worktree. A full offline workspace install was also blocked because the package-manager signature verifier requires registry access. The full suite was not run locally; draft CI performs a clean install and evaluates the wider impact. ## Risks - This is a breaking runtime change for users, plugins, and deployments that still use Node.js 20 or 22. - Published workspace packages will now produce an engine warning or failure in strict package managers on older Node.js releases. - Node.js 24 can reveal dependency, native module, Playwright, or agent CLI compatibility issues in CI. - The bootstrap installer now installs Node.js 24 when the current runtime is older than 24.11.0. - The portable sandbox fallback is pinned to Node.js 24.11.0 and depends on that upstream tarball remaining available. - Unsupported runtimes continue booting after a warning, so a later incompatibility can still fail at its point of use. - The CLI and server share the warning policy through the published `@paperclipai/shared` package; packaging checks must keep that subpath export available. - This PR does not commit `pnpm-lock.yaml` because repository policy assigns lockfile generation to CI. > 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 based on GPT-5. The exact deployment ID and context window are not exposed in this session. Reasoning, repository tools, shell execution, and GitHub tools were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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fdb9a4880d |
fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip provides CLI commands and guidance for operators and agents > - The `pnpm paperclipai` script can pass argument values through a shell > - Shell re-parsing can execute command substitutions inside quoted values > - This pull request routes guidance through inert-argv `npx paperclipai` commands and adds regression coverage > - The benefit is safer operator guidance across documentation and runtime hints ## Linked Issues or Issue Description This pull request fixes a command-injection-class defect in Paperclip CLI guidance. **What happened?** The `pnpm paperclipai <sub> --flag "$VALUE"` form can re-parse argument values through a shell. A command substitution inside a quoted value can execute on the host. **Expected behavior** Paperclip guidance must pass CLI values as inert argument values. Host-derived values must not appear in copyable commands. **Steps to reproduce** 1. Run a Paperclip guidance command that uses the `pnpm paperclipai` script. 2. Provide a quoted value that contains a command substitution. 3. Observe that the shell can evaluate the substitution before the CLI starts. 4. Compare the result with the `npx paperclipai` form. **Paperclip version or commit** `5670984b75d109950c968542a0111ebb6967f4da` **Deployment mode** All deployment modes that show or use the affected CLI guidance. **Installation method** Built from source and installed CLI guidance. **Agent adapter(s) involved** Not adapter-specific (core bug). **Database mode** Not database-related. **Access context** Both. **Additional context** The earlier merged PR [#11343](https://github.com/paperclipai/paperclip/pull/11343) used the unsafe `pnpm exec paperclipai` form. This fresh PR replaces that guidance with the safe `npx paperclipai` form. ## What Changed - Standardize documentation and runtime hints on `npx paperclipai`. - Remove the broken `pnpm exec paperclipai` guidance. - Use a static `<host>` placeholder in private-hostname guidance. - Add regression tests for unsafe forms, continued lines, static hosts, and offline guidance. ## Verification - `git diff --check origin/master...origin/fix/paperclipai-cli-npx-safe-invocation` passes. - The branch adds `server/src/__tests__/cli-invocation-safety.test.ts` and updates private-hostname tests. - CI must run the new tests, typecheck, lint, and build checks. - Local Vitest execution was not available because this worktree has no installed Vitest binary. ## Risks - The change affects operator and agent documentation text. - The runtime hints now show `<host>` instead of a request-derived host value. - No database schema or migration changes exist. - CI will detect any missed unsafe invocation or type error. ## Model Used OpenAI GPT-5, exact model ID `gpt-5`, with tool use and code-review assistance. The model used repository inspection, Git operations, and PR preparation. ## 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] CI ran the test suites and they pass; local test execution was unavailable in this worktree - [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 addressed all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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5ca7b4c1fe |
fix(security): standardize paperclipai CLI guidance on safe npx path (#11343)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip provides CLI guidance to agents and operators through documentation and runtime messages. > - Content-bearing `pnpm paperclipai` examples send arguments through a shell. > - Shell evaluation can execute command substitutions in untrusted argument content. > - Runtime hostname guidance can also place request-derived content inside a shell command. > - This pull request uses `npx paperclipai` for content-bearing guidance and uses a static hostname placeholder. > - The benefit is safer copy-paste guidance for agents and operators. ## Linked Issues or Issue Description **Issue type** Incorrect information **Where is the issue?** CLI guidance in `doc/CLI.md`, `skills/paperclip/SKILL.md`, documentation, and runtime-generated hints. **What's wrong?** Content-bearing `pnpm paperclipai` commands can pass argument text through `/bin/sh`. Shell command substitution in an argument can execute before the CLI receives the value. **Suggested fix** Use `npx paperclipai` for content-bearing commands. Use a static `<host>` placeholder when runtime guidance displays the allowed-hostname command. ## What Changed - Replace content-bearing `pnpm paperclipai` examples with `npx paperclipai` across the documentation and agent-facing guidance. - Update runtime-generated CLI hints to use a static `<host>` placeholder. - Add safety notes to `doc/CLI.md` and `skills/paperclip/SKILL.md`. - Add scans and regression tests for unsafe invocation and hostile hostname headers. - Keep fixed lifecycle commands and `pnpm --filter @paperclipai/*` build commands unchanged. ## Verification - Run `tsc --noEmit` for the changed server files. - Run `cli-invocation-safety.test.ts`. - Run `private-hostname-guard.test.ts`. - Confirm that hostile hostname headers do not enter shown shell commands. - Confirm that the three commits contain the required Paperclip co-author trailer. ## Risks - This change updates documentation and diagnostic text across many surfaces. - Fixed lifecycle and setup commands remain unchanged. - The tests fail if content-bearing `pnpm paperclipai` guidance returns. - The change does not alter the CLI argument parser. ## Model Used OpenAI Codex, GPT-5, tool use, code execution, and repository review assistance. ## 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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e0c2448267 |
feat(server): authenticate server-side git clone and fetch with a company-secret GitHub token (#10720)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Repo-only project workspaces are materialized by a server-side `git clone`, and isolated `git_worktree` runs refresh their base ref with server-side `git fetch` > - Both operations run outside the agent process with no credentials, so private GitHub repositories can never be cloned or refreshed — agent-scoped credential env bindings do not reach them > - The company secret store already has a well-known GitHub token convention (`GITHUB_TOKEN` / `GH_TOKEN` / `PAPERCLIP_GITHUB_TOKEN`, consumed by the external-object provider for API reads), but nothing server-side consults it for git > - This pull request resolves that token per run and authenticates the managed clone and every base-ref refresh with it through an ephemeral credential helper > - The benefit is that isolated workspaces work on private repositories with one company secret, while public repositories and self-hosted ambient git configuration keep working unchanged ## Linked Issues or Issue Description **Subsystem affected** Server workspace materialization (`server/src/services/heartbeat.ts`) and execution-workspace realization (`server/src/services/workspace-runtime.ts`). **Problem or motivation** A project workspace configured with only a private GitHub `repoUrl` cannot be used for isolated `git_worktree` runs: the managed `git clone` runs with a sanitized, credential-less environment, and plain git cannot consume a bare token env variable without a credential helper. There is no way to give the server a git credential — storing a `GH_TOKEN` company secret has no effect on server-side git, and a credential-less private clone hangs on a terminal prompt until the ten-minute clone timeout. Base-ref refreshes (`git fetch`) during worktree realization have the same gap. **Proposed solution** A `git-credentials` module resolves a token per run — company secret by well-known name (`GITHUB_TOKEN`, `GH_TOKEN`, `PAPERCLIP_GITHUB_TOKEN`), then `GITHUB_TOKEN`/`GH_TOKEN` in the server process environment for self-hosted deployments, then none — and builds a git invocation that authenticates via an inline credential helper. The token travels in an env variable; it never appears in argv, URLs, or on disk. Only `https://github.com` remotes are authenticated; everything else keeps ambient behavior. The provider is a single factory seam so a future brokered credential source can replace it without touching call sites. **Alternatives considered** - A GitHub OAuth "connect your account" flow: heavier product surface, needs app registration and callback custody; out of scope for a server credential and better served by a dedicated connector later. The provider seam keeps that path open. - `gh auth setup-git`: writes helper configuration to disk and requires a global token env; rejected in favor of per-invocation config with no persistent state. - Embedding the token in the clone URL: leaks into argv, error messages, and `.git/config`; rejected. ## What Changed - New `server/src/services/git-credentials.ts`: `createGitRemoteAuthProvider` (memoized per run, one secret resolution and one audit event), `buildGitAuthInvocation` (helper-reset + inline helper, `x-access-token` username, `GIT_TERMINAL_PROMPT=0`), `isGitHubHttpsRemoteUrl` host gating (rejects ssh/GHES/http/other hosts/userinfo URLs), `describeGitAuthFailure`, and the canonical `scrubGitCredentialText`. Secret resolutions pass a `system` consumer access context so they are recorded as secret access events. - `ensureManagedProjectWorkspace` (now exported) accepts an optional auth provider; the clone env spreads the token after `sanitizeRuntimeServiceBaseEnv` (which strips `PAPERCLIP_*`), always sets `GIT_TERMINAL_PROMPT=0`, distinguishes "credential rejected" from "no credential configured — add a GITHUB_TOKEN or GH_TOKEN company secret" in the error, and removes the partially created directory on clone failure so a timeout-killed clone cannot be adopted as a broken checkout by the next run. - `refreshRemoteTrackingBaseRef` (now exported) captures the remote URL it already looked up, asks the provider for an invocation, and attributes failed authenticated fetches to the credential in a scrubbed warning. The optional provider threads through `detectDefaultBranch`, `resolveAuthoritativeBaseRef`, `inspectExecutionWorkspaceBaseDrift`, `realizeExecutionWorkspace`, and `ensurePersistedExecutionWorkspaceAvailable`; heartbeat builds one provider per run for both the anchor-resolution clone path and workspace realization/restore. - `github-external-object-provider.ts` imports the shared secret-name list; `isGitHubDotCom` is exported from `github-fetch.ts`. - Docs: "Private repositories and repo-only project workspaces" section in the execution-workspaces guide, cross-linked from the secrets deploy doc. ## Verification - `cd server && npx vitest run src/__tests__/git-credentials.test.ts` — resolution chain order and precedence, env fallback, memoization, audited access context, host-gating matrix, invocation shape (token absent from argv), scrubber, failure descriptions, and a real-git `git credential fill` round trip that proves the helper executes and answers with the env-carried token (no network). - `cd server && npx vitest run src/__tests__/heartbeat-managed-clone-credentials.test.ts` — clones behave byte-identically with no provider or a null-returning provider (local repos, no network), authenticated-failure errors name the credential, non-auth failures do not mention credentials, partial clone directories are removed, pre-existing non-git directories keep the "Using it as-is" path, and the sanitizer spread order keeps the token env alive. - `cd server && npx vitest run src/__tests__/workspace-runtime.test.ts` — new `refreshRemoteTrackingBaseRef` cases: provider offered the remote URL and null keeps behavior identical; failed authenticated fetch warning names the credential; unauthenticated failure warning stays credential-free. - `pnpm --filter @paperclipai/server typecheck` is clean. - Manual (optional, networked): store a `GH_TOKEN` company secret, configure a repo-only project workspace pointing at a private GitHub repository, run an isolated-workspace issue — the managed clone succeeds and the worktree run proceeds. ## Risks - Every new parameter is optional; with no provider the git invocations are byte-identical to before. Public repos and ambient credential helpers keep working whenever no token resolves. - Precedence change when a token exists: a stored company secret now wins over ambient helpers for `https://github.com` remotes (the helper list is reset for that invocation). The rejected-credential error names the secret so an operator can fix or remove it. - `GIT_TERMINAL_PROMPT=0` on the managed clone is the one always-on change: a credential-less private clone now fails fast with a clear message instead of hanging until the ten-minute timeout (it could only ever "succeed" interactively on a TTY dev server). - The token is scoped to the git process env for one invocation; it is never written to agent env, run context, disk, or logs, and error text is scrubbed of URL userinfo. - No migrations, no image changes (git ships in the image). ## Model Used Claude Fable 5 (`claude-fable-5`, extended thinking, agentic tool use via Claude Code CLI). ## 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 |
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dcac49a4fd |
feat(workspaces): defer isolated setup until runtime start (#10653)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Isolated workspaces give each task a safe and reproducible checkout. > - The existing setup cloned the development database before an agent needed to run the app. > - This made worktree creation slower and heavier for tasks that never start a service. > - Runtime services already use one server start path for heartbeat, operator, and startup recovery flows. > - This pull request moves heavy setup to that start path and keeps worktree creation lean. > - The benefit is faster isolated workspace creation with the same reliable runtime setup when a service starts. ## Linked Issues or Issue Description Related pull request: #10652 covers the initial deferred database-seeding slice. This pull request supersedes it with end-to-end runtime provisioning and safe cleanup. **What existing behavior does this improve?** This improves isolated worktree creation, runtime service startup, and isolated instance cleanup. **Subsystem affected** Cross-cutting: CLI worktree setup, server runtime orchestration, shared workspace contracts, and development scripts. **Current behavior** Paperclip seeds an isolated development database during worktree creation. It can also leave an isolated instance directory after workspace teardown. This work happens even when no runtime service starts. **Proposed behavior** Paperclip creates the worktree with a lean eager setup. It runs an idempotent runtime provision command before the first managed service spawn. Concurrent starts share one provision attempt. Teardown removes the isolated instance safely. **Reason and benefit** Many agent tasks only edit and test code. They do not need a running Paperclip instance. Deferring the database seed reduces workspace startup cost while preserving automatic setup for tasks that start the app. **Breaking changes** None. The new runtime provision command is optional. Existing workspace behavior is unchanged when it is absent. ## What Changed - Split Paperclip worktree setup into a lean eager script and an idempotent runtime provision script. - Added `runtimeProvisionCommand` to project, issue, realized workspace, and persisted workspace contracts. - Added a per-workspace provision mutex before local service spawn for heartbeat, operator, and startup recovery flows. - Added a persisted `provisioning` service state and the `workspace_runtime_provision` operation phase. - Kept provision time outside the service readiness timeout and made failed attempts visible and retryable. - Reclaimed isolated instance data during safe workspace teardown. - Serialized deferred database seeding across processes and bound teardown to the instance root captured in persisted workspace metadata. - Added tests for config flow, concurrency, retry, no-op behavior, readiness timing, scripts, CLI commands, and cleanup. - Documented the eager and runtime provisioning contracts. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase exposed one environment-sensitive AWS doctor assertion because the agent runtime injects static AWS credentials) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when non-secret provider config is present'` - Focused runtime tests cover serialized provisioning, retry after stderr failure, absent-command no-op behavior, operation logging, persisted state order, and readiness timeout exclusion. - Focused CLI and cleanup tests cover concurrent seed serialization, stale-lock fail-closed behavior, persisted instance ownership, and rewritten sibling pointers. ## Risks - A faulty runtime provision script blocks service startup. Paperclip records stderr, marks the service failed, and retries on the next start. - Concurrent service requests share an in-process provision attempt, while the seed command uses an atomic filesystem lock across processes. A stale lock fails closed and requires an operator to verify no seed is running before removing it. - Isolated instance cleanup is destructive. The cleanup service validates ownership and path containment before removal. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and code execution. The service does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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39666aa906 |
fix(server): clarify execution policy decision comments (#9105)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution policies let issues move through enforced review and
approval stages before work is considered done.
> - Active reviewers and approvers must include decision rationale when
approving or requesting changes.
> - The server already requires the decision comment to arrive in the
same `PATCH /api/issues/:id` request as the status change.
> - When callers post a normal comment first and then send a status-only
`PATCH`, the existing 422 only says a comment is required.
> - This pull request keeps the atomic decision behavior but makes the
API error and docs explicit about the same-request requirement.
> - The benefit is that agents and API clients can recover immediately
by sending `{ status, comment }` together instead of dead-ending on an
ambiguous validation error.
## Linked Issues or Issue Description
Fixes #9049.
Duplicate/related search completed before implementation: searched open
PRs for `9049`, `Approving a review or approval stage requires a
comment`, `Requesting changes requires a comment`, and `same PATCH`. I
did not find a direct open PR for the same error-message/docs fix.
Related PRs found but not duplicates: #8302 documents cross-agent review
gates in the skill API reference, and #5487 covers human approval UI.
## What Changed
- Expanded execution-policy 422 messages for approve and request-changes
decisions to say the comment must be included in the same `PATCH`
request and prior comments are not considered.
- Tightened unit coverage so the comment-required branches assert the
new actionable guidance.
- Documented the same-request `{ status, comment }` decision shape in
the execution policy guide, issue API reference, and agent communication
guide.
## Verification
- `CI=true corepack pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-execution-policy.test.ts --reporter verbose`
- `CI=true corepack pnpm --filter @paperclipai/plugin-sdk exec node
../../../scripts/ensure-plugin-build-deps.mjs`
- `CI=true corepack pnpm --filter @paperclipai/server exec tsc --noEmit`
- `git diff --check`
## Risks
Low risk. This does not change execution-policy state transitions or
relax the atomic decision guard; it only makes the existing requirement
explicit in errors and docs.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
OpenAI Codex (GPT-5 Codex), operating in Codex desktop with repository
file access, shell validation, and GitHub CLI workflow. Exact context
window size is not surfaced by this environment.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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: Sami Rusani <sr@samirusani>
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916c13501f |
Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company accumulates real state — issues, labels, blockers, documents, work products, monitors, attachments, agents, routines — and people need to move that state between instances: self-hosted to cloud, cloud back to self-hosted, or plain backups > - The experimental, flag-gated Cloud Sync transport (#6548) tried to solve this host-to-host: the source pushed into a receiver over HTTPS with a cross-instance consent/token handshake, which required the destination to be publicly reachable and broke for common self-hosted topologies (plain-HTTP LAN/VPN origins); the receiver half never landed upstream at all > - Meanwhile the portability bundle and the existing export/import pages already move companies offline with none of those networking constraints — but silently dropped labels, blockers, issue documents, work products, monitors, and every attachment > - This pull request removes the host-to-host transport and makes Import/Export the single data-movement path: the pages become first-class company-settings destinations, exports declare exactly what they do not carry, and bundle schemaVersion 6 now carries all of the above, with attachments as content-addressed sha256 blobs verified before a single row is written > - The benefit is a migration and backup flow that works between any two instances with no reachability requirements, no cross-instance auth, and no silent data loss ## Linked Issues or Issue Description - Refs #6548 — the original Cloud Sync sender this PR supersedes and removes. - Related, not duplicates: #1697 (goals in the portability manifest — orthogonal field addition), #954 (an earlier import/export + skill-visibility proposal predating the current portability bundle). - No open issue describes this directly, so in brief (feature-request shape): **Problem** — moving a company between instances silently lost labels (imports with label references actually hard-failed), blocker relations, issue documents, work products, monitor state, and all attachments, and the alternative Cloud Sync transport required the destination to be publicly reachable over HTTPS plus a consent handshake, which failed for typical self-hosted setups. **Desired behavior** — one Import/Export flow in company settings that produces a portable bundle carrying all of that data, tells the operator up front what it cannot carry, imports with automations paused, and offers real one-click activation afterwards. ## What Changed - New export fidelity report (`GET /api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel on the Export page listing anything a bundle will not include (now only: approvals, cost history, activity history) - Imports accept `pauseAutomations`; imported agents and routines land paused, the import result reports created routines, and the Import page ends in an activation panel that actually resumes selected agents/activates routines - Export and Import pages promoted into the company-settings nav; the Cloud Upstream wizard, ux-lab page, and API client removed; the old settings route redirects to Export - Host-to-host transport removed: upstream-sync/receiver-client routes and services, CLI `cloud connect`/`cloud push` + keypair store, the shared upstream transfer contract, and the `enableCloudSync` flag; migration `0196` drops the two experimental `cloud_upstream_*` sender tables - Bundle schemaVersion 6: labels (definitions + per-task names, remapped by name on import), blocker relations (`blockedBy` slugs, cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`), work products (system refs nulled), monitors (notes/scheduledBy restored, imported un-armed) - Attachments travel as content-addressed `blobs/<sha256>` entries (deduped; comment-scoped attachments re-link via comment index); every blob is hash-verified **before any write**, so a corrupted bundle cannot leave a partially imported company; both zip codecs now round-trip extensionless/binary entries byte-exactly; the Import page preflights the inline body limit and offers continue-without-attachments - v5 (and older) bundles still import, with an informational warning; bundles newer than v6 are rejected cleanly - Docs: board-operator import/export guide, CLI README, README/ROADMAP updated ## Verification - `pnpm -r` typechecks (shared, db incl. migration numbering/safety checks, server, ui, cli) and `pnpm check:token-gates` — clean - Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the only 3 failures being pre-existing on `master` (2× heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port; reproduced identically with this change stashed); ui + cli suites green; the embedded-Postgres export-fidelity suite applies the full migration chain including the new `0196` against a fresh database - Live end-to-end on a scratch instance: seeded a company with labels, a blocker pair, an issue document, a work product, a monitor, an agent, a routine, and two binary attachments (one comment-scoped) → export → import into a fresh company → labels remapped to new ids, blocker edge and document restored, monitor un-armed with notes intact, attachments byte-identical (sha256-compared through the API), agents/routines paused → activation panel resumed them; a v5-shaped bundle imported with only the info warning; flipping one byte in a blob made the import 422 with **zero** rows created - Reviewer repro: create a company with a labeled issue + attachment → Settings → Export → download → Settings → Import on another company/instance → watch the preview, apply with "start paused", then activate ## Risks - Migration `0196` drops `cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables behind a default-off flag; their connection/run history is intentionally discarded - Breaking removals are all of experimental, flag-gated surface: `/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai cloud connect|push`, and the `enableCloudSync` flag (stale keys in stored instance settings parse harmlessly) - Import remains non-atomic on mid-apply errors generally (pre-existing behavior); the new blob verification specifically moved ahead of all writes so tampered bundles cannot create partial state - GitHub-sourced imports do not fetch `blobs/*` and skip attachments with a warning ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with extended thinking, tool use, and subagent orchestration; implementation and review split across Fable 5 subagents, with live end-to-end verification against a running instance ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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3a16b91217 |
feat(status-cards): single-message setup drives query and update prompt (#10202)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their ongoing work. > - Status cards turn a standing question into recurring, agent-generated summaries on the board. > - The existing setup split intent across a watch prompt and separate update instructions, which made creation and later behavior harder to understand. > - A status card should have one durable source of truth for both deciding what to watch and telling the summarizer what each update must contain. > - This pull request makes the card prompt that source of truth, simplifies creation to one step, and lets operators choose the running agent immediately. > - The benefit is a smaller mental model, fewer configuration modes, and consistent update instructions throughout the card lifecycle. ## Linked Issues or Issue Description Status cards currently require operators to express the same intent in two places: the watch prompt and optional update instructions with append/replace/none modes. This feature simplifies the experimental status-card workflow so a single prompt defines both the watch query and every generated update. The create flow must also support selecting the responsible agent without a second setup step. Related prior status-card work: #10101. ## What Changed - Use the status card's single prompt to compile the watch query and directly instruct every summary update. - Add migration `0190_status_card_single_prompt` to remove `status_cards.instructions_mode` and `status_cards.instructions`. - Add `agentId` to `createStatusCardSchema`, validate company membership, and default new cards to the built-in Summarizer. - Replace the two-step create flow with one prompt-and-agent dialog and extract a shared `SummarizerAgentSelect` for create/settings surfaces. - Remove the extra-instructions settings section, reset incremental history when the prompt changes, and rename the board page to "Status". - Update the bundled `status-card-query` skill and board-operator documentation, then regenerate the skills catalog manifest. ## Verification - Server status-card suites: 29/29 passing. - UI `StatusCards` suites: 22/22 passing. - Skills catalog suite: 20/20 passing. - `tsc -b` passes for server, UI, shared, and database packages. - `pnpm check:migrations` passes. - Light and dark mode screenshots cover the new create dialog and settings tab. ## Risks - Migration `0190` intentionally drops existing separate instruction text. Existing card prompts remain and become the update instructions under the new model; status cards are experimental and feature-flagged. - Prompt edits now reset the incremental summary chain and trigger a full rebuild, which is intentional because the prompt is also the update contract. - Agent selection is company-scoped; invalid agent ids return a validation error rather than creating a misrouted card. > 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 - Implementation: Anthropic Claude via the `claude_local` adapter, agent label "Claude Fable 5"; extended reasoning, tool use, and code execution. The exact provider model id and context-window value were not retained in the task metadata. - PR preparation: OpenAI GPT-5.4 through Codex CLI, with reasoning, repository inspection, GitHub CLI, and Paperclip API tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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7e40ed8c43 |
feat(status-cards): add experimental status card update view (#10101)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Operators need a board-level way to monitor a changing slice of company work without repeatedly rebuilding filters or reading raw task threads. > - Existing summaries are useful snapshots, but they do not provide a dedicated query-backed card with refresh policy, change tracking, update history, and per-update cost visibility. > - The capability needs to be safe to evaluate before it becomes part of the default product surface. > - This pull request adds end-to-end experimental Status Cards, from schema and query compilation through update orchestration and operator UI. > - The entire feature is gated behind the `enableStatusCards` experimental toggle, including its route and sidebar entry. > - The benefit is a governed, inspectable way to keep focused operational rollups current while preserving explicit controls over refresh frequency and spend. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and bundled skills/docs). ### Problem or motivation Operators cannot currently define a reusable natural-language view of company work, compile it into an inspectable query, and keep its summary current as matching issues change. Rebuilding filters and rereading task threads makes board-level monitoring repetitive and hides the relationship between source changes, refresh cost, and the resulting summary. ### Proposed solution Add experimental Status Cards that compile operator intent into a query, summarize matched work, record each update, expose manual/interval/reactive refresh policies and costs, and preserve the last good result across stale, updating, paused, and error states. The capability is off by default and fully gated behind `enableStatusCards`, including its route and navigation entry. ### Alternatives considered - Extend existing one-off summaries: rejected because status cards require persistent query provenance, refresh policy, update history, and card-specific cost controls. - Add a dashboard-only filter widget: rejected because it would not provide governed background refresh, an update ledger, or an inspectable compile pipeline. - Ship the surface by default: rejected in favor of an experimental toggle while behavior and operator value are evaluated. ### Roadmap alignment This advances Paperclip’s board-level execution visibility and output-first product goals. `ROADMAP.md` was checked and no duplicate status-card initiative was found. ### Additional context No related open PR was found in the public GitHub search for status cards. The PR-only design wireframes were removed from the repository after review; the published prototype remains external to the production source tree. ## What Changed - Added company-scoped status-card schema, CRUD APIs, compile provenance, update ledger, shared contracts, validators, and OpenAPI coverage. - Added the text-to-query compile pipeline, bundled `status-card-query` agent skill, query versioning, and authorized write-back flow. - Added the experimental board, create flow, lifecycle tiles, detail/settings/debug drawers, archived view, routing, navigation, and instance setting. - Added a change-gated update engine with manual, interval, and reactive refresh policies, trigger selection, active hours, and daily token caps. - Added per-update token/cost recording, today and lifetime rollups, and policy-derived cost previews. - Added operator documentation and agent-authoring hardening for compile and update behavior. - Added PR-prep integration coverage for settings/startup wiring and replaced raw UI values with design-system tokens. - Removed the PR-only `design/pap-15023-status-cards` wireframe artifacts so the repository contains only production feature assets. ## Verification - `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b` passing. The UI compile gate was also independently recorded as passing at `6d7f3cf96b` on July 23, 2026. - `pnpm build` — passes. - `pnpm check:token-gates` — passes with all three gates clean. - `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure was an unrelated 10-second `afterAll` database-cleanup timeout in `execution-workspaces-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts` — passes on immediate focused rerun (25/25). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/instance-settings-service.test.ts src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31). - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardSettingsForm.test.tsx src/pages/StatusCards/StatusCardTile.test.tsx src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts` — passes (26/26). - Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost QA PASS; security re-review PASS after write-back hardening; UX approved. - `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts` — passes; reapplies migrations `0185`–`0189` against an already-migrated embedded Postgres database. - `pnpm --filter /db check:migrations` — passes migration numbering and safety checks. - `pnpm --filter /db typecheck` — passes. - Merged current `origin/master` on July 24, 2026 with no conflicts; migrations `0185`–`0189` remain unclaimed on master. ## Risks - The feature introduces five database migrations and a new background update path; all new DDL is repeat-safe after partial application, migration numbering/safety checks pass, and update execution is company-scoped and change-gated. - Natural-language compilation can produce invalid or overly broad queries; compile provenance, query validation, debug visibility, and version history make failures inspectable and recoverable. - Reactive or interval refresh could increase spend; active hours, max refresh frequency, daily token caps, per-update cost records, and budget-paused states bound and expose that risk. - The branch name contains an internal execution identifier because it is a fixed handoff branch; it was intentionally not renamed or rebased per the release handoff instructions. - Overall rollout risk is limited because the route, navigation, services, and UI are disabled by default behind `enableStatusCards`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell execution, GitHub CLI, and test/build execution. The runtime did not expose a context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change; the fixed execution-workspace identifier is documented as an authorized handoff exception - [x] I have run tests locally and they pass, with the one cleanup timeout passing on focused rerun - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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7b35de65aa |
feat(mcp) [split 1/8]: add fixture demo servers (#9556)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 1/8 and focuses on fixture and demo MCP servers > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: Developers need deterministic local MCP fixtures and visible demo servers without pulling in the governed production runtime. - Proposed solution: Adds the Google Sheets and KV demo MCP packages, fixture catalog/servers, smoke harness, guide, and the root smoke/typecheck registration hunks. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `master`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: QA for fixture and smoke coverage; Greptile on every PR. ## What Changed - Adds the Google Sheets and KV demo MCP packages, fixture catalog/servers, smoke harness, guide, and the root smoke/typecheck registration hunks. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - `pnpm --filter @paperclipai/google-sheets-mcp-server test` — 27 tests passed - `pnpm --filter @paperclipai/kv-demo-mcp-server test` — 12 tests passed ## Risks - The new packages add dependencies that are intentionally not committed to `pnpm-lock.yaml`, per repository policy. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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72c42fad99 |
[codex] Add optional Ramp skill (#9157)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Skills are how operators give agents reusable, reviewable operating instructions without baking every integration into core runtime code. > - Finance setup is a sensitive workflow because account onboarding, incorporation, cards, spend controls, and data sharing can all create real-world effects. > - Ramp publishes an agent-facing setup skill and playbooks, but Paperclip needs a curated wrapper that makes those instructions subordinate to Paperclip governance. > - This pull request adds an optional Ramp catalog skill that fetches Ramp's live entrypoint while preserving Paperclip approval gates. > - The benefit is that companies can opt into Ramp setup assistance while reviewers can see the source model, allowed hosts, and fail-closed safety rules in one shipped catalog entry. ## Linked Issues or Issue Description No public GitHub issue exists for this optional catalog skill. Feature request context: - **Problem / motivation:** Paperclip companies need a safe, installable way for agents to follow Ramp's public agent setup flow without giving those fetched instructions authority over financial, legal, credential, or spend decisions. - **Proposed solution:** Ship a markdown-only optional `paperclipai:optional:finance:ramp` skill that points agents at Ramp's live get-started skill, documents the thin-wrapper source model, allowlists the Ramp host, and requires Paperclip approval for financial, incorporation, credential, connector, third-party tool, and money-movement actions. - **Alternatives considered:** Vendoring a snapshot would reduce runtime source drift but would stale quickly as Ramp updates its own onboarding flow. The wrapper instead fetches fresh instructions while explicitly failing closed on unclear provenance and keeping fetched instructions subordinate to Paperclip instructions. - **Roadmap alignment:** This fits the completed Skills Manager roadmap area by adding a focused optional catalog skill rather than expanding core workflow code. ## What Changed - Added a markdown-only optional Ramp skill under the finance catalog. - Documented the source model for live Ramp instructions, the allowed host, provenance handling, community/unclear playbook approval requirements, and safety rules. - Added mandatory Paperclip approval gates for Ramp account setup, incorporation/legal filings, CLI installers, connector/auth flows, third-party browser/MCP/CLI tooling, financial data sharing, Agent Cards, spend controls, and money movement. - Updated the Skills Store guide to document thin fetch-and-follow wrappers for curated optional skills. - Regenerated the shipped skills catalog manifest. - Added catalog tests for the Ramp entry, approval-gate wording, mixed-provenance handling, and avoiding remote-fetch execution hard-stop patterns. ## Verification - `pnpm --filter @paperclipai/skills-catalog build:manifest` - `pnpm --filter @paperclipai/skills-catalog validate` - `pnpm --filter @paperclipai/skills-catalog test -- src/shipped-catalog.test.ts` — 1 file, 8 tests passed. - `git diff --check` ## Risks - Ramp-hosted instructions can change after install. The wrapper mitigates this by keeping fetched content subordinate to Paperclip instructions, limiting the source host, failing closed on unclear provenance, and requiring scoped approvals before governed actions. - The skill is markdown-only and optional, so it does not add executable package code or install by default. - The generated catalog manifest changes hashes for the shipped catalog entry; catalog validation passed after regeneration. ## Model Used OpenAI Codex, GPT-5-based coding agent, with repository file access, shell execution, GitHub CLI/tooling, and medium-reasoning mode. ## 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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bf982c8c83 |
Normalize adapter display labels (#8913)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Adapter names are part of the board-facing agent setup and management experience. > - The product now treats adapters as harnesses, while execution environments are modeled separately. > - Several built-in adapter labels still carried legacy local wording from the older harness-by-environment model. > - That wording makes the UI noisier and implies a distinction users no longer need to reason about. > - This pull request normalizes adapter display labels while keeping persisted adapter type identifiers unchanged. > - The benefit is clearer adapter selection and management copy without a database migration. ## Linked Issues or Issue Description No public GitHub issue was found for this exact cleanup. Related public PRs: - Supersedes #8910, an earlier branch for the same cleanup that did not include the later docs/gateway/Cursor alignment. - Refs #8819, which is related display-registry work for external multi-segment adapter labels, but not a duplicate of this built-in label cleanup. Feature request details: - Subsystem affected: Cross-cutting (`ui/`, `packages/adapters`, and docs). - Problem or motivation: user-facing adapter names include legacy local qualifiers even though adapters map to harnesses and environments are first-class elsewhere. - Proposed solution: remove the legacy local wording from built-in display labels, keep machine-readable adapter type ids unchanged, and keep gateway disambiguation where it is useful. - Alternatives considered: changing persisted adapter type ids was ruled out because it would create migration and compatibility risk; one-off UI replacements were ruled out because the display registry is already the correct central label boundary. - Roadmap alignment: this is small adapter UX polish, not a new roadmap-level core feature. ## What Changed - Updated the adapter display registry so known adapter labels are final and no built-in local adapter renders a legacy local suffix. - Preserved clean derived labels for unknown plugin local types while keeping gateway disambiguation for unknown gateway types. - Updated `AdapterManager` to prefer registry labels when the server reports raw adapter type ids for built-ins. - Removed legacy local wording from built-in adapter metadata labels in UI and adapter packages. - Aligned Cursor adapter metadata with the central display registry label. - Updated adapter docs and Storybook fixtures to match the new display names. - Added focused registry coverage for built-in labels and unknown plugin suffix behavior. ## Verification - `pnpm check:tokens` - `git diff --check origin/master...fix/adapter-display-labels` - Patch-addition scan for added secrets, private paths, and internal links: no matches. - GitHub duplicate search for open adapter-label/local-suffix issues and PRs; #8910 was identified as the older superseded public PR. - `pnpm exec vitest run ui/src/adapters/adapter-display-registry.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - Stale-label scan found no remaining user-facing display-label suffixes; remaining local wording is operational/test terminology such as adapter ids, docs about running locally, and test descriptions. ## Risks Low risk. The change is display-label and documentation focused, and adapter type ids remain unchanged. The main risk is ambiguous gateway naming, mitigated by keeping explicit gateway labels where variants need disambiguation. ## Model Used OpenAI GPT-5 via Codex, tool-enabled coding agent in a local repository workspace. Context window size is not exposed by this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My 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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fd2f82ac5b |
[codex] Add built-in Hermes adapters (#8543)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent adapters are the boundary between the control plane and the runtimes that actually do work. > - Hermes support needs to be available as first-class local and gateway adapters while still preserving the adapter-manager override path for external packages. > - The adapter work touches runtime execution, UI adapter metadata, onboarding prompts, scoped credentials, release packaging, and smoke coverage, so the handoff needs concrete verification rather than only unit tests. > - This pull request adds built-in Hermes local and Hermes gateway support, keeps external adapter overrides compatible, and documents/tests the gateway flow end to end. > - The benefit is that operators can hire Hermes-backed agents without a manual plugin install, while self-hosted installs can still override/shadow the built-ins through Adapter manager packages. ## Linked Issues or Issue Description No public GitHub issue exists for this exact Hermes built-in adapter, gateway onboarding, and release-source work. Problem description: - Hermes local and gateway adapters need a public, reviewable source path in the monorepo so package artifacts and built-in adapter behavior match the application source. - Operators need built-in `hermes_local` and `hermes_gateway` adapter choices without losing the ability to install external Hermes packages as overrides. - Gateway onboarding needs secure defaults for API server URLs, API keys, and generated agent setup text. - Hermes-originated task bridge credentials need narrower API-key scope configuration. - Related public PRs found during duplicate search include #3027, #2363, #7544, #7950, #8095, and #8543. ## What Changed - Added the unified Hermes adapter package with local and gateway server/UI/CLI exports, config schemas, transcript parsing, model detection, and package metadata. - Registered `hermes_local` and `hermes_gateway` as built-in adapters across shared constants, server registries, CLI packaging, and UI adapter registries. - Kept the external adapter override path compatible so installed Hermes packages can shadow built-ins and restore the built-in parser when disabled. - Added Hermes gateway onboarding docs, board-operator docs, Docker smoke assets, and shell smoke harnesses for join/e2e validation. - Added scoped task-bridge API-key support, authorization checks, issue-origin handling, and tests for Hermes-created Paperclip tasks. - Hardened gateway transport and redaction behavior for API keys, headers, session data, and smoke diagnostics. - Updated release packaging/bootstrap checks for the Hermes packages while leaving `pnpm-lock.yaml` out of the PR per repository policy. ## Verification Targeted local verification recorded before PR handoff: - `pnpm --filter @paperclipai/hermes-paperclip-adapter exec vitest run src/gateway/server/execute.test.ts` — 14/14 passed. - `pnpm test:hermes-gateway-smoke` — 6/6 passed. - Hermes package typecheck/build checks passed. - Focused server/UI adapter tests passed — 31/31. - Release helper Node tests passed — 18/18. - `git diff --check origin/master..HEAD` passed. Fresh Docker E2E smoke evidence: - Ran `pnpm smoke:hermes-gateway-e2e` on 2026-06-26 with a fresh state directory and fresh Docker container against a live Paperclip dev server. - Hermes direct execution reached `completed`. - Hermes stop/cancel path reached `cancelled`. - Hermes gateway created a Paperclip task, Paperclip ran the Hermes agent, and the task reached `done` with the expected marker response. - Temporary board auth keys, token files, smoke state, and Docker containers were cleaned up after the run. PR checks on head `b5eae40ce`: - GitHub Actions passed: `policy`, `review`, `Typecheck + Release Registry`, all general test shards, all serialized server shards, `Build`, `Canary Dry Run`, `e2e`, and aggregate `verify`. - External checks passed: Snyk and Socket Project Report. - External Socket Pull Request Alerts remained pending after the first-party CI matrix completed. ## Risks - Medium risk: this spans adapter registration, package publishing, gateway execution, onboarding docs, API-key scoping, and UI adapter metadata. - Migration risk is low: the scope-config migration adds a nullable column and does not rewrite existing keys. - Gateway execution depends on operator-provided Hermes API configuration; the smoke covers the Docker gateway path but real deployments may differ by network/auth setup. - Direct Greptile review on the latest expanded diff is file-count limited, although the commitperclip review gate passed. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 coding agent, tool use enabled in a local repository workspace. Context window size is not exposed in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My 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] Commitperclip review gate is green; direct Greptile review is file-count limited on the latest expanded diff - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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fce3b439af |
fix: warn operators that experimental features may break (#8382)
## Thinking Path > - Paperclip is the control plane operators use to manage AI-agent companies. > - Board operators rely on the settings UI and CLI docs to understand which product surfaces are stable to depend on. > - Experimental features already existed in the product, but the operator-facing contract around them was too soft and too fragmented. > - That created a risk that users would enable experiments without being told clearly that they can break, change, or disappear. > - The docs and the in-product settings page both needed the same explicit warning language so the contract is visible at the moment of decision. > - This pull request adds that warning to the board-operator guide, CLI references, and the experimental settings page. > - The benefit is clearer operator expectations without changing the underlying feature flags or rollout behavior. ## Linked Issues or Issue Description No public GitHub issue exists for this docs/polish gap. Problem description: - Board operators could enable experimental features without a clear operator-facing statement that those features are opt-in and come without compatibility guarantees. - The docs site, repo CLI reference, and in-product experimental settings page did not present one consistent warning contract. - This PR closes that gap by documenting the risk explicitly where operators discover and enable those settings. Related public search: - Searched public issues/PRs for related work with `gh search issues --repo paperclipai/paperclip 'experimental features warning'` and `gh search prs --repo paperclipai/paperclip 'experimental features warning'`. - Reviewed open PR #6165 during that search and found it unrelated; it changes experimental auth/routing flags rather than documenting experimental-feature risk. ## What Changed - Added a new board-operator guide at `docs/guides/board-operator/experimental-features.md` that defines the Paperclip contract for experimental features. - Registered that guide in `docs/docs.json` so it appears in the public docs navigation. - Added matching caveat language next to `instance settings:experimental` in `docs/cli/control-plane-commands.md`. - Added the same caveat to `doc/CLI.md` so the repo CLI reference does not drift from the published docs. - Added a single page-level warning banner to `ui/src/pages/InstanceExperimentalSettings.tsx` stating that experimental features are opt-in, carry no compatibility guarantees, and may change, break, or be removed. - Added a targeted UI test in `ui/src/pages/InstanceExperimentalSettings.test.tsx` that asserts exactly one page-level warning renders with the new risk language. ## Verification - `jq empty docs/docs.json` - `git diff --check` - `cd ui && pnpm vitest run src/pages/InstanceExperimentalSettings.test.tsx` - Manual review of the warning contract across: - `docs/guides/board-operator/experimental-features.md` - `docs/cli/control-plane-commands.md` - `doc/CLI.md` - `ui/src/pages/InstanceExperimentalSettings.tsx` UI note: - This is a copy-level warning addition rather than a layout rework. I did not attach before/after screenshots in this PR body. ## Risks - Low risk: this changes operator-facing documentation and warning copy, not feature-flag behavior. - The main failure mode is wording drift across docs and UI in future edits, which is why this PR adds the same contract to all relevant operator-facing surfaces. > I checked `ROADMAP.md` before opening this PR. This is docs/UI polish around an existing experimental surface, not overlapping roadmap-level core feature work. ## Model Used - OpenAI Codex Local using `gpt-5.4` with high reasoning and tool use for coordination, review, docs changes, and PR preparation. - Anthropic Claude Local using `claude-opus-4-8` with high reasoning and tool use for the in-product warning and targeted UI test. ## 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 - [ ] If this change affects the UI, I have included before/after screenshots - [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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a71c4b6782 |
[codex] feat(watchdog): add task watchdog control plane (#8339)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task lifecycle and recovery subsystems decide when agent work is still productive, stalled, or ready for review. > - Existing recovery paths can observe stopped or incomplete work, but there was no first-class per-task watchdog model with scoped review permissions. > - Watchdog follow-ups also need strict boundaries so recovery/status-only runs cannot mutate approvals or perform deliverable work. > - This pull request adds the task watchdog data model, API/service layer, scheduler/review flow, adapter wake context, UI configuration surfaces, and docs. > - The branch has been rebased onto current `paperclipai/paperclip` `master`; the watchdog migration is now ordered after master's latest migrations as `0104_issue_watchdogs`. > - The benefit is a more explicit task-review loop that preserves Paperclip's single-assignee and governance invariants while making stalled work easier to route. ## Linked Issues or Issue Description No linked GitHub issue. Paperclip task: [PAP-11275](/PAP/issues/PAP-11275). ## Problem or motivation Task recovery needs a first-class watchdog path that can inspect stopped work and create scoped follow-ups without bypassing normal task ownership. Board/UI users need a way to configure watchdogs on tasks and see watchdog-related live work. Recovery/status-only runs must remain limited to status reporting and must not create approvals, link approvals, or submit approval comments. ## Proposed solution Add a task-watchdog data model, scheduler/classifier, scoped mutation guard, adapter wake context, API/UI configuration surfaces, and documentation so watchdog agents can review stopped task subtrees under explicit boundaries. ## Alternatives considered Reuse the existing recovery-action flow only. That would keep stopped-work detection implicit, make per-task watchdog assignment harder to expose in the UI, and would not provide a durable scoped-review issue for stalled task trees. ## Roadmap alignment This is Paperclip control-plane lifecycle infrastructure for task execution and recovery. I checked `ROADMAP.md`; this PR does not duplicate an existing planned core item. ## What Changed - Added issue watchdog schema, migration, shared contracts, validators, CRUD API, and service support. - Added task watchdog scheduler/classifier behavior, scoped mutation enforcement, adapter wake context, and default watchdog mandate guidance. - Added UI surfaces for configuring watchdogs on new/existing tasks, viewing watchdog activity, and exposing the experimental setting. - Added docs for the user-facing task watchdog workflow and implementation semantics. - Gated new-task watchdog setup behind `enableTaskWatchdogs` and blocked cheap status-only recovery runs from approval mutations. - Rebased onto current `master` and renumbered the idempotent watchdog migration from the branch-local `0102_issue_watchdogs` slot to `0104_issue_watchdogs`. - Addressed Greptile feedback by loading watchdog classifier input with a recursive subtree query and centralizing the watchdog origin-kind constant. - Added and updated focused server/UI tests for watchdog routes, scheduler/classifier behavior, scope boundaries, live task visibility, settings, and new issue dialog behavior. ## Verification - `pnpm vitest run server/src/__tests__/task-watchdogs-scheduler.test.ts server/src/__tests__/task-watchdogs-classifier.test.ts` - `pnpm vitest run server/src/__tests__/approval-routes-idempotency.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts` - `pnpm vitest run ui/src/components/NewIssueDialog.test.tsx` - `pnpm --filter @paperclipai/server typecheck` - `git diff --check` - Verified the PR diff does not include `pnpm-lock.yaml` or `.github/workflows`. ## Risks - Medium risk: this introduces a new task lifecycle surface touching DB schema, server routes/services, adapter wake context, and UI task configuration. - Watchdog scheduling behavior depends on the new experimental setting and runtime context checks behaving consistently across local and production agents. - The watchdog migration is idempotent (`IF NOT EXISTS` / duplicate-object guards) so users who tried the previous branch-local migration number should not get duplicate-object failures. - CI and the second Greptile pass are pending after the latest review-fix push. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-class coding agent in the Paperclip workspace. Exact runtime model id and context window were not exposed to the agent; tool use and local command execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots — N/A per Paperclip task instruction: do not add screenshots/images to this PR unless they are specifically part of the work. - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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1f70fd9a22 |
PAPA-430: workspace finalize gates + no-remote-git enforcement (#6969)
## Thinking Path > - Paperclip orchestrates AI agents across isolated execution workspaces; the local cwd is the only persistence boundary between runs. > - Workspace lifecycle (worktree_prepare → execute → workspace_finalize) and the wake/accept flow are what guarantee that dependent issues see a consistent worktree. > - PAPA-380 / PAPA-431 / PAPA-432 / PAPA-440 surfaced three holes in that contract: silent env reuse across assignees, dependent wakes firing before finalize, and `issue.interaction.accept` advancing before finalize landed. > - PAPA-441 / PAPA-442 then needed to document the "no remote git" contract and prevent future adapter/runtime code from quietly reintroducing `git push` as a backdoor sync. > - This pull request lands those server fixes, the static `check-no-git-push` enforcement, the AUTHORING.md cross-link, and the Cody-review follow-ups on the PAPA-430 thread. > - The benefit is that finalize is a real barrier — board accepts, dependent wakes, and operator-set env all respect it — and adapter code can't bypass it via raw `git push`. ## What Changed - **server (PAPA-380, PAPA-431):** `execution-workspace-policy` refuses silent env reuse when the assignee's resolved env disagrees with the workspace it would inherit. The inheritance protection is now scoped to the actual inheritance signal — explicit issue-level `environmentId` is honored even when the agent's default env is `null`. - **server (PAPA-432):** `heartbeat.ts` gates dependent wakes on `listUnfinalizedExecutionWorkspaceIds`, and writes a `workspace_finalize` row on the succeeded path. Write failures now surface instead of being swallowed so dependents aren't silently stranded behind a missing row. - **server (PAPA-440):** `issue-thread-interactions.acceptInteraction` adds a workspace_finalize precondition for `request_confirmation` (not `suggest_tasks`). Accept returns 409 if finalize hasn't succeeded for the latest workspace operation. - **ci (PAPA-442):** new `scripts/check-no-git-push.mjs` static check scans `packages/adapters/`, `packages/adapter-utils/`, `server/src/`, and `cli/src/` for any `git push` invocation (string or args-array). Wired into the `policy` PR job and `test:release-registry`. Operators can opt in per-call with `// paperclip:allow-git-push: <reason>`. Release scripts are out of scope by design. - **docs (PAPA-441):** `AUTHORING.md` documents the no-remote-git contract and cross-links the static check so adapter authors learn the rule and the enforcement together. - **review follow-up (PAPA-430, Cody):** three fixes — env resolver bug, accept-gate scope (request_confirmation only), and finalize record write on the succeeded path. ## Verification - `pnpm exec vitest run server/src/__tests__/execution-workspace-policy.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts` → 33/33 pass - `node scripts/check-no-git-push.test.mjs` → check covers string form, args-array form, comment exclusions, and per-line allow-comment. - Manual: server compiles; the policy job runs the check in <1s before heavier jobs. ## Risks - **Behavioral shift in accept:** boards accepting `request_confirmation` while finalize is in-flight now get 409s. This is intentional — they can retry — but it changes timing on a hot path. `suggest_tasks` is unaffected. - **Workspace policy:** the env-reuse refusal is a new error path. Issues that previously silently reused an env from a different-assignee workspace will now fail-loud; the resolver still honors explicit issue-level `executionWorkspaceSettings.environmentId`. - **CI rule:** any future legitimate `git push` in scoped dirs must be marked with the allow-comment, which is the intended ergonomic. ## Model Used - Claude Opus 4.7 (`claude-opus-4-7`, extended thinking), via Claude Code in the Paperclip executor adapter. ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots (N/A — server/CI/docs only) - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Closes related issues: PAPA-430, PAPA-380, PAPA-431, PAPA-432, PAPA-440, PAPA-441, PAPA-442 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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7a9b3a6037 |
[codex] Harden recovery issue handling (#4600)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The control plane must recover stranded agent work without creating new operational loops > - Stranded recovery issues can themselves fail, and exposing raw retry errors in comments can leak sensitive adapter details > - New local companies also should not force a hire-approval gate unless operators enable that policy > - This pull request hardens recovery issue handling, redacts retry failure details in issue copy, preserves `maxConcurrentRuns: 1`, and flips new-hire approval to an opt-in default > - The benefit is safer automatic recovery and smoother default company setup without hidden migration conflicts ## What Changed - Added migration `0071_default_hire_approval_off` and updated company schema/import/export/docs so hire approvals default off and serialize only when enabled. - Added migration `0072_large_sandman` with a partial unique index preventing duplicate active stranded recovery issues for the same source issue. - Blocked failed `stranded_issue_recovery` issues in place instead of creating nested recovery issues. - Redacted latest retry failure details from recovery issue comments while still linking reviewers to run evidence. - Allowed `maxConcurrentRuns: 1` to be honored by heartbeat concurrency normalization. - Added focused regression coverage for recovery recursion, redaction, migration ordering, and concurrency behavior. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/recovery-classifiers.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/company-portability.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/agent-permissions-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm --filter @paperclipai/server typecheck` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-process-recovery.test.ts --pool=forks --poolOptions.forks.isolate=true` exits 0, but this host skipped the embedded Postgres tests with the existing init guard. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-dependency-scheduling.test.ts --pool=forks --poolOptions.forks.isolate=true` exits 0, but this host skipped the embedded Postgres tests with the existing init guard. ## Risks - Migration risk is low but this PR intentionally owns both new migrations to avoid separate PR migration-journal conflicts. - Recovery comments now require operators to inspect linked run evidence for details instead of reading raw errors inline. - The hire approval default changes behavior for newly created/imported companies only; existing persisted company settings are not changed except by the SQL default for future rows. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled terminal/GitHub workflow, reasoning mode active. Context window not exposed in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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a957394420 |
[codex] Add structured issue-thread interactions (#4244)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators supervise that work through issues, comments, approvals, and the board UI. > - Some agent proposals need structured board/user decisions, not hidden markdown conventions or heavyweight governed approvals. > - Issue-thread interactions already provide a natural thread-native surface for proposed tasks and questions. > - This pull request extends that surface with request confirmations, richer interaction cards, and agent/plugin/MCP helpers. > - The benefit is that plan approvals and yes/no decisions become explicit, auditable, and resumable without losing the single-issue workflow. ## What Changed - Added persisted issue-thread interactions for suggested tasks, structured questions, and request confirmations. - Added board UI cards for interaction review, selection, question answers, and accept/reject confirmation flows. - Added MCP and plugin SDK helpers for creating interaction cards from agents/plugins. - Updated agent wake instructions, onboarding assets, Paperclip skill docs, and public docs to prefer structured confirmations for issue-scoped decisions. - Rebased the branch onto `public-gh/master` and renumbered branch migrations to `0063` and `0064`; the idempotency migration uses `ADD COLUMN IF NOT EXISTS` for old branch users. ## Verification - `git diff --check public-gh/master..HEAD` - `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts packages/mcp-server/src/tools.test.ts packages/shared/src/issue-thread-interactions.test.ts ui/src/lib/issue-thread-interactions.test.ts ui/src/lib/issue-chat-messages.test.ts ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/components/IssueChatThread.test.tsx server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/services/issue-thread-interactions.test.ts` -> 9 files / 79 tests passed - `pnpm -r typecheck` -> passed, including `packages/db` migration numbering check ## Risks - Medium: this adds a new issue-thread interaction model across db/shared/server/ui/plugin surfaces. - Migration risk is reduced by placing this branch after current master migrations (`0063`, `0064`) and making the idempotency column add idempotent for users who applied the old branch numbering. - UI interaction behavior is covered by component tests, but this PR does not include browser screenshots. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-class coding agent runtime. Exact model ID and context window are not exposed in this Paperclip run; tool use and local shell/code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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236d11d36f |
[codex] Add run liveness continuations (#4083)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Heartbeat runs are the control-plane record of each agent execution window. > - Long-running local agents can exhaust context or stop while still holding useful next-step state. > - Operators need that stop reason, next action, and continuation path to be durable and visible. > - This pull request adds run liveness metadata, continuation summaries, and UI surfaces for issue run ledgers. > - The benefit is that interrupted or long-running work can resume with clearer context instead of losing the agent's last useful handoff. ## What Changed - Added heartbeat-run liveness fields, continuation attempt tracking, and an idempotent `0058` migration. - Added server services and tests for run liveness, continuation summaries, stop metadata, and activity backfill. - Wired local and HTTP adapters to surface continuation/liveness context through shared adapter utilities. - Added shared constants, validators, and heartbeat types for liveness continuation state. - Added issue-detail UI surfaces for continuation handoffs and the run ledger, with component tests. - Updated agent runtime docs, heartbeat protocol docs, prompt guidance, onboarding assets, and skills instructions to explain continuation behavior. - Addressed Greptile feedback by scoping document evidence by run, excluding system continuation-summary documents from liveness evidence, importing shared liveness types, surfacing hidden ledger run counts, documenting bounded retry behavior, and moving run-ledger liveness backfill off the request path. ## Verification - `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts server/src/__tests__/run-continuations.test.ts server/src/__tests__/run-liveness.test.ts server/src/__tests__/activity-service.test.ts server/src/__tests__/documents-service.test.ts server/src/__tests__/issue-continuation-summary.test.ts server/src/services/heartbeat-stop-metadata.test.ts ui/src/components/IssueRunLedger.test.tsx ui/src/components/IssueContinuationHandoff.test.tsx ui/src/components/IssueDocumentsSection.test.tsx` - `pnpm --filter @paperclipai/db build` - `pnpm exec vitest run server/src/__tests__/activity-service.test.ts ui/src/components/IssueRunLedger.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm exec vitest run server/src/__tests__/activity-service.test.ts server/src/__tests__/run-continuations.test.ts ui/src/components/IssueRunLedger.test.tsx` - `pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts -t "treats a plan document update"` - `pnpm exec vitest run server/src/__tests__/activity-service.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts -t "activity service|treats a plan document update"` - Remote PR checks on head `e53b1a1d`: `verify`, `e2e`, `policy`, and Snyk all passed. - Confirmed `public-gh/master` is an ancestor of this branch after fetching `public-gh master`. - Confirmed `pnpm-lock.yaml` is not included in the branch diff. - Confirmed migration `0058_wealthy_starbolt.sql` is ordered after `0057` and uses `IF NOT EXISTS` guards for repeat application. - Greptile inline review threads are resolved. ## Risks - Medium risk: this touches heartbeat execution, liveness recovery, activity rendering, issue routes, shared contracts, docs, and UI. - Migration risk is mitigated by additive columns/indexes and idempotent guards. - Run-ledger liveness backfill is now asynchronous, so the first ledger response can briefly show historical missing liveness until the background backfill completes. - UI screenshot coverage is not included in this packaging pass; validation is currently through focused component tests. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.4, local tool-use coding agent with terminal, git, GitHub connector, GitHub CLI, and Paperclip API access. ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Screenshot note: no before/after screenshots were captured in this PR packaging pass; the UI changes are covered by focused component tests listed above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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e89076148a |
[codex] Improve workspace runtime and navigation ergonomics (#3680)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - That operator experience depends not just on issue chat, but also on how workspaces, inbox groups, and navigation state behave over long-running sessions > - The current branch included a separate cluster of workspace-runtime controls, inbox grouping, sidebar ordering, and worktree lifecycle fixes > - Those changes cross server, shared contracts, database state, and UI navigation, but they still form one coherent operator workflow area > - This pull request isolates the workspace/runtime and navigation ergonomics work into one standalone branch > - The benefit is better workspace recovery and navigation persistence without forcing reviewers through the unrelated issue-detail/chat work ## What Changed - Improved execution workspace and project workspace controls, request wiring, layout, and JSON editor ergonomics - Hardened linked worktree reuse/startup behavior and documented the `worktree repair` flow for recovering linked worktrees safely - Added inbox workspace grouping, mobile collapse, archive undo, keyboard navigation, shared group-header styling, and persisted collapsed-group behavior - Added persistent sidebar order preferences with the supporting DB migration, shared/server contracts, routes, services, hooks, and UI integration - Scoped issue-list preferences by context and added targeted UI/server tests for workspace controls, inbox behavior, sidebar preferences, and worktree validation ## Verification - `pnpm vitest run server/src/__tests__/sidebar-preferences-routes.test.ts ui/src/pages/Inbox.test.tsx ui/src/components/ProjectWorkspaceSummaryCard.test.tsx ui/src/components/WorkspaceRuntimeControls.test.tsx ui/src/api/workspace-runtime-control.test.ts` - `server/src/__tests__/workspace-runtime.test.ts` was attempted, but the embedded Postgres suite self-skipped/hung on this host after reporting an init-script issue, so it is not counted as a local pass here ## Risks - Medium: this branch includes migration-backed preference storage plus worktree/runtime behavior, so merge review should pay attention to state persistence and worktree recovery semantics - The sidebar preference migration is standalone, but it should still be watched for conflicts if another migration lands first ## Model Used - OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact deployed model ID is not exposed in this environment), reasoning enabled, tool use and local code execution enabled ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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bce58d353d | fix execution policy decision persistence | ||
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0e80e60665 | Document execution policy workflows | ||
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d12650e5ac |
fix: update stale single-status checkout examples in worked docs
Greptile flagged that worked examples in task-workflow.md and api-reference.md still used ["todo"] instead of the full expectedStatuses array. Aligned them with the rest of the PR. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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cd2be692e9 |
Fix in-review task recheckout guidance
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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b3d61a7561 |
Clarify manual workspace runtime behavior
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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0ac01a04e5 |
Merge pull request #1891 from paperclipai/docs/maintenance-20260327-public
docs: documentation accuracy update 2026-03-27 |
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11ff24cd22 |
docs: fix adapter type references and complete adapter table
- Fix openclaw → openclaw_gateway type key in adapters overview and managing-agents guide - Add missing adapters to overview table: hermes_local, cursor, pi_local - Mark gemini_local as experimental (adapter package exists but not in stable type enum) - Update "Choosing an Adapter" recommendations to match stable adapter set Co-Authored-By: Paperclip <noreply@paperclip.ing> Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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a5d47166e2 |
docs: add board-operator delegation guide (#1889)
* docs: add board-operator delegation guide Create docs/guides/board-operator/delegation.md explaining the full CEO-led delegation lifecycle from the board operator's perspective. Covers what the board needs to do, what the CEO automates, common delegation patterns (flat, 3-level, hire-on-demand), and a troubleshooting section that directly answers the #1 new-user confusion point: "Do I have to tell the CEO to delegate?" Also adds a Delegation section to core-concepts.md and wires the new guide into docs.json navigation after Managing Tasks. Co-Authored-By: Paperclip <noreply@paperclip.ing> * docs: add AGENTS.md troubleshooting note to delegation guide Add a row to the troubleshooting table telling board operators to verify the CEO's AGENTS.md instructions file contains delegation directives. Without these instructions, the CEO won't delegate. Co-Authored-By: Paperclip <noreply@paperclip.ing> * docs: fix stale concept count and frontmatter summary Update "five key concepts" to "six" and add "delegation" to the frontmatter summary field, addressing Greptile review comments. Co-Authored-By: Paperclip <noreply@paperclip.ing> --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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92c29f27c3 |
Address Greptile review on portability PR
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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6f1ce3bd60 |
Document imported heartbeat defaults
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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9786ebb7ba |
Revert "Add companies.sh import wrapper"
This reverts commit 17876ec1dc65a9150488874d79fc2fcc087c13ae. |
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66d84ccfa3 |
Add companies.sh import wrapper
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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56a39fea3d |
Add importing & exporting company guide
Documents the `paperclipai company export` and `paperclipai company import` CLI commands, covering package format, all options, target modes, collision strategies, GitHub sources, interactive selection, and API endpoints. Co-Authored-By: Paperclip <noreply@paperclip.ing> Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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61f53b6471 |
feat: add ReportsToPicker for agent management
- Introduced ReportsToPicker component in AgentConfigForm and NewAgent pages to allow selection of an agent's manager. - Updated organizational structure documentation to reflect the ability to change an agent's manager post-creation. - Enhanced error handling in ConfigurationTab to provide user feedback on save failures. |
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35e4897256 |
Merge pull request #141 from aaaaron/integrate-opencode-pr62
Integrate opencode pr62 & pr104 |
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44a00596a4 |
Merge PR #62: Full OpenCode adapter integration
Merges paperclipai/paperclip#62 onto latest master ( |
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bee24e880f | Add Paperclip host networking guidance to OpenClaw smoke script | ||
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1b98c2b279 | Isolate OpenClaw smoke state to avoid stale auth drift | ||
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529d53acc0 | Pin OpenClaw Docker UI smoke defaults to OpenAI models | ||
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6f98c5f25c | Clarify zero-flag OpenClaw Docker UI smoke defaults | ||
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9dbd72cffd | Improve OpenClaw Docker UI smoke pairing ergonomics | ||
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34d9122b45 | Add one-command OpenClaw Docker UI smoke script | ||
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6a101e0da1 | Add OpenCode provider integration and strict model selection | ||
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d4a2fc6464 | Improve OpenClaw smoke auth error handling | ||
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be50daba42 | Add OpenClaw onboarding text endpoint and join smoke harness |