Commit Graph
3422 Commits
Author SHA1 Message Date
DottaandClaude Opus 4.8 f83dc827b9 feat: enforce issue privacy on plugin issue reads
Plugins are non-member principals, so the host services backing the
issues.read capability must apply the canonical issue-visibility
predicate. This is the leak surface a Slack notifier/digest plugin
would consume (PAP-16091, follow-up to PAP-16050).

- issues.list: push issueReadSqlCondition into the query
- issues.get / listComments / listAttachments / getAttachmentContent:
  gate on canActorReadIssuePrivacy for the (parent) issue
- getOrchestrationSummary: drop private subtree descendants and redact
  blocker/blocks edges pointing at private issues; private root 404s
- synthetic { type: "none" } actor => public-only scope, no
  local-implicit / instance-admin bypass; pass-through in off/shadow
- 8 non-member leak tests + doc/ISSUE-PRIVACY.md plugin section and
  residual-disclosure note

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-01 23:19:05 +00:00
DottaandPaperclip 571851faf5 fix: make break-glass evidence atomic
Write the owner-visible system notice and issue.break_glass_read audit entry in one transaction so an emergency read cannot persist only half of its evidence.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:56:08 +00:00
DottaandPaperclip 71e7799bc1 docs: publish private issue operating model
Document ACL behavior, audited break-glass, accepted aggregate-count disclosure, the trust-agent residual risk, CI leak-surface inventory, and the reviewed enforce rollout.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:02 +00:00
DottaandPaperclip 23ea12c188 feat: enforce private issue ancillary reads
Add audited owner/admin break-glass access, viewer-scoped ancillary feeds, status cards, activity, tree control, and the P5 leak-test coverage. Default issue privacy to enforce after the shadow-mode review.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:02 +00:00
DottaandPaperclip 7bf6cc9d85 fix: document project access member endpoints
Add the private-project access-member routes to the OpenAPI registry and model their board-only and created-response behavior. Update shared route-test fixtures for the project read checks introduced by the privacy work.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip a87df0c351 fix: redact private project from heartbeat context
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip c761282d76 feat: add private project access
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip df05b1a968 fix(ui): hold issue-mention quicklook until readability confirmed
Delay the issue quicklook until the referenced issue is confirmed readable. This prevents private issue mentions from mounting preview UI before the access check completes.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 2c6e14dffb test: eliminate decision sweep timing races
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip cffe8efd85 test: preserve assignment read fixtures
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 4e4e51e761 test: complete isolated privacy fixtures
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 126f968b68 test: classify live run route fixtures
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 2275b4301d fix(ui): provide privacy action tooltips
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip fa8d58c4ee test(ui): cover privacy menu and create toggle in Storybook
Add visual stories for the privacy action menu and the private-task toggle using existing components and design tokens.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 75ac8b4dbb fix: inherit run scope for scheduled retries
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 67044f91a6 feat(ui): add private issue controls and sharing
Add locked issue chips, a share sheet, visibility actions, private-task creation controls, API helpers, stories, and focused tests. Keep private issue titles out of locked relation and mention surfaces.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 7516b64d8c fix: retain fail-closed run tombstones
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip d809231411 test: classify heartbeat run fixtures
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip c516a6c834 fix: fail closed for confidential run history
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip d92ef1e4b4 feat: add private issue sharing grants
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip d18b769fe4 feat: gate issue-bound heartbeat run data
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 6959c3d365 fix: bound issue privacy grant cache
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 221b1cdbe4 docs: register issue access grant routes
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 4f36961b9a test: conceal low-trust issue reads
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip e4e5d3cfef test: expect concealed attachment issue reads
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 15c7eff282 fix: close issue privacy revocation gaps
Authorize privacy mutations against the subtree root, avoid caching positive grants across revocation, and preserve uniform 404 read denials.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip 3c7b4e6ee6 test: cover extract-search ACL options
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
DottaandPaperclip cd86192ca2 feat: add issue privacy ACL foundation
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-01 22:54:01 +00:00
Devin Foley 0f12721ee9 fix(server): let board users cancel issues with an active review stage (#10655)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server enforces an issue execution policy. It gates status
changes while a review or approval stage is active.
> - A board user could not cancel a task while an agent reviewer held
the active stage. The API returned "Only the active reviewer or approver
can advance the current execution stage".
> - Board users own the board. They must always be able to edit and
cancel any task.
> - This pull request adds a board override to the execution stage
transition. A board cancel clears the pending stage state and proceeds
instead of raising an error.
> - The benefit is that board users can always stop work, even while a
review is pending or the stored stage state has drifted.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. Description follows
`bug_report.yml`:

**What happened?**

A board user set a task to `cancelled` while the task had an active
reviewer stage held by an agent. The PATCH failed with "Task Update
Failed... only the assigned approver or reviewer...". The same failure
occurred when the stored stage state had drifted: the server silently
forced the task back to `in_review` instead of honoring the cancel.

**Expected behavior**

A board user can always edit and cancel any task. A board cancel must
clear the pending review stage and apply the requested status.

**Steps to reproduce**

1. Create a task assigned to agent A with agent B configured as reviewer
in the execution policy.
2. Let agent A hand the task off so the review stage becomes active.
3. As the board user, set the task status to Cancelled.
4. The update fails with the reviewer-only error.

Related work: #5487 touches the execution-policy approver UI. It does
not address the board cancel path.

## What Changed

- `server/src/routes/issues.ts`: the issue PATCH route now passes
`allowBoardOverride` when the actor is a board user.
- `server/src/services/issue-execution-policy.ts`: when
`allowBoardOverride` is set and the requested status is not `in_review`
or `in_progress`, the transition clears `executionState` and proceeds.
This applies both while a stage decision is pending and when the stage
state has drifted, so a board cancel is no longer rejected or silently
flipped back to `in_review`.
- Reviewer gating is unchanged for everyone else: a board user who is
the active participant still uses the normal approve / request-changes
flow, and non-participant agents still receive the 422 guard.
- Assignee-only board updates on an `in_review` task keep the stage
state coherent: reassigning to an eligible stage participant re-pends
the stage with them as the current participant, while reassigning to a
non-participant (or unassigning) dissolves the review back to
`in_progress` instead of persisting an `in_review` issue with no
execution state or an ineligible participant.
- New unit tests and route tests cover board cancellation of an active
review stage and of a drifted pending review, plus reviewer swap,
non-participant reassignment, and unassignment during an active review.

## Verification

- In `server/`: `pnpm exec vitest run
src/__tests__/issue-execution-policy.test.ts
src/__tests__/issue-execution-policy-routes.test.ts` — 2 files, 73/73
tests pass on top of current `master`.
- In `server/`: `pnpm run typecheck` passes.

## Risks

- Low risk. The override branch runs only for board actors and only for
target statuses other than `in_review` and `in_progress`. Cancelling
clears `executionState`, so a later reopen starts from a fresh stage
state. Agent-facing flows and reviewer gating are unchanged.

## Model Used

- Claude Fable 5 (Anthropic), model ID `claude-fable-5`, running in
Claude Code (Claude Agent SDK) with extended thinking and agentic tool
use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
canary/v2026.801.0-canary.15
2026-08-01 15:43:13 -07:00
Devin Foley ada47be764 fix(server): refuse agent-initiated issue assignment to paused agents (#10648)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can create and assign issues to other agents, and commonly
escalate to their org-chart manager (`reports_to`) when they hit
something outside their authority
> - Issue assignment already refuses terminated and pending-approval
assignees, but accepts paused assignees from any actor
> - A paused agent never runs, so agent-initiated escalations to a
paused manager become invisible dead letters — accepted silently, never
picked up, never surfaced
> - This pull request refuses paused assignees when the assigning actor
is an agent, at the single normalization helper all four assignment
paths flow through
> - The benefit is that agent-routed work can no longer silently vanish
into a paused agent's queue

## Linked Issues or Issue Description

Fixes #10641

## What Changed

- `normalizeIssueAssigneeAgentReference` (used by issue create, both
child-create routes, and issue update) now throws a 409 when an
**agent** actor assigns to a **paused** agent, with a message naming the
alternatives: assign an invokable agent, leave the issue unassigned, or
escalate to a board operator.
- Board/user actors are unchanged and may still assign to paused agents
deliberately — the pause state is visible in the UI, and staging work
for a later unpause is a legitimate workflow. Terminated /
pending-approval / invalid-org-chain refusals are unchanged for all
actors.
- This matches the existing precedent for watchdogs ("Cannot assign
watchdog to an agent that is not invokable") using the same
conflict-error shape.

## Verification

- `pnpm vitest run
server/src/__tests__/issue-assignee-invokability-routes.test.ts` — new
coverage: agent PATCH → paused assignee 409 (no update call), agent
child-create → paused assignee 409 (no create call), agent assignment to
an invokable agent still 200, board assignment to a paused agent still
200.
- Neighboring suites unchanged: `issue-update-comment-wakeup-routes`,
`issue-agent-mutation-ownership-routes`,
`issue-create-deduplication-routes`, `issue-watchdogs-routes` (97
tests).
- `cd server && pnpm run typecheck`.

## Risks

- Low. The only behavior change is a new 409 for agent actors assigning
to paused agents — previously a silent dead-letter. Agents that relied
on this (escalation flows) now get an actionable error instead; human
workflows are untouched.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## 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
canary/v2026.801.0-canary.14
2026-08-01 15:05:16 -07:00
Devin Foley 27f8c8dbcf feat(server): cap agent review rounds and escalate exhausted reviews to the responsible human (#10650)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution policies let one agent implement and another review,
cycling through changes-requested → addressed rounds
> - Nothing bounds that cycle: no round counter, no escalation, no
termination signal — two agents can ping-pong indefinitely, especially
when the review's success criteria drift to something the implementer
cannot satisfy
> - On a real multi-agent instance this produced 6+ unattended rounds
(~8 runs) that continued even after the human had merged the PR under
review
> - This pull request counts consecutive agent-initiated
changes-requested rounds and, at a configurable cap, hands the
still-pending review to the responsible human instead of bouncing back
to the implementer
> - The benefit is that unattended review loops terminate in a human
decision instead of burning runs forever

## Linked Issues or Issue Description

Fixes #10643

## What Changed

- `IssueExecutionState.changesRequestedCount` (schema + type, default
0): consecutive agent-initiated changes-requested rounds on the current
stage. Carries through executor resubmissions, resets to 0 on approval,
and resets when a **human** makes the changes-requested decision — the
cap targets unattended agent↔agent ping-pong, never human review.
- `IssueExecutionPolicy.maxReviewRounds` (optional, 1–50, default null →
server default `DEFAULT_MAX_REVIEW_ROUNDS = 3`).
- At the cap, the transition records the reviewer's changes-requested
decision as usual but keeps the stage **pending** with the responsible
human (`responsibleUserId`, falling back to `createdByUserId`) as the
participant: the issue is assigned to that human and the pending review
surfaces through the existing attention/review UI. The human then
approves, requests changes (resetting the counter and handing back to
the implementer), or re-scopes.
- The escalated hold is sticky: transitions from anyone other than the
escalated human no longer re-select a configured agent participant for
the stage (which would have silently undone the escalation on the next
unrelated PATCH). The escalated human's own decisions flow through the
normal participant decision branch.
- Issues with no responsible human keep today's hand-back behavior; the
counter still accumulates so operators can see the churn.

## Verification

- `pnpm vitest run server/src/__tests__/issue-execution-policy.test.ts`
— 8 new cases: round counting on hand-back, count carried through
resubmission, escalation at the default cap, sticky hold across
unrelated transitions, human changes-requested resets the counter, human
approval completes the stage, no-responsible-human fallback, and a
`maxReviewRounds: 1` policy override.
- `pnpm vitest run
server/src/__tests__/issue-execution-policy-routes.test.ts` and the full
`@paperclipai/shared` suite (387 tests) — schema additions are backward
compatible (both fields optional with defaults; persisted states without
the counter parse as 0).
- `pnpm --filter @paperclipai/shared exec tsc --noEmit` and `cd server
&& pnpm run typecheck`.

## Risks

- Behavior change: an agent-only review loop that previously ran forever
now escalates to a human after 3 agent rounds by default. Instances that
want longer loops can set `maxReviewRounds` per policy. Flows where a
human participates are unaffected (human decisions reset the counter).
- Escalation requires a `responsibleUserId`/`createdByUserId` on the
issue; without one, behavior is unchanged.
- Persisted execution states from before this change parse with
`changesRequestedCount: 0` — no migration needed.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-01 15:04:56 -07:00
Devin FoleyandPaperclip 8444e5735c ci: pass e2e shard specs without separator (#10640)
## Thinking Path

> - Paperclip uses pull request CI to test changes before merge.
> - The e2e PR lane runs Playwright specs in a shard matrix.
> - Each shard builds a list of spec files for its matrix entry.
> - The workflow passed that list after a literal `--` separator.
> - Playwright did not receive the list as file filters.
> - This pull request removes the separator and adds a guard test.
> - The benefit is that each e2e shard runs only its assigned specs.

## Linked Issues or Issue Description

Refs #10629.

**What happened?**

The e2e shard step used `pnpm run test:e2e -- $specs`. The shard spec
list was not applied as Playwright file filters.

**Expected behavior**

Each e2e shard should pass only its selected specs to Playwright.

**Steps to reproduce**

1. Inspect `.github/workflows/pr.yml` at the merge commit for #10629.
2. Find the `e2e_shards` command that invokes `pnpm run test:e2e`.
3. See the literal `--` before `$specs`.

**Paperclip version or commit**

`86767951`

**Deployment mode**

GitHub Actions PR CI.

## What Changed

- Removed the literal `--` from the e2e shard `pnpm run test:e2e $specs`
invocation.
- Added a regression test that checks the workflow passes `$specs`
without that separator.

## Verification

- `node --test scripts/__tests__/e2e-shard.test.mjs`

## Risks

Low risk. This changes one CI command and one workflow guard test. The
main risk is shell argument handling in the workflow, and the guard now
covers the expected command shape.

## Model Used

OpenAI GPT-5 through Codex. The run used shell and GitHub CLI tool
access. The runtime did not expose a context window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [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>
canary/v2026.801.0-canary.13
2026-08-01 15:04:21 -07:00
DottaandPaperclip a388ea1cac Render workspace-ready comments as compact system notices (#10636)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server posts a workspace-ready comment after it prepares an
execution workspace or runtime service.
> - The full Markdown card uses too much space in the task thread.
> - The existing system-notice presentation can show the same comment as
a compact row.
> - The server must keep the original body for API clients and expanded
details.
> - This pull request adds structured presentation data at both
workspace-ready call sites.
> - The benefit is a quieter thread with no data loss and no migration.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The server posts the workspace-ready task comment after workspace
provisioning and adapter-managed runtime startup.

**Current behavior**

The task thread shows a full Markdown comment with strategy, branch,
working directory, services, and warnings. Long branch names can make
this card dominate the thread.

**Proposed behavior**

Show the comment as a compact system-notice row. Expand the row in place
to show the original Markdown body and structured workspace, service,
and warning details. Use a warning tone and open the details by default
when warnings exist.

**Reason and benefit**

The same workspace data is available in the task properties. The compact
row keeps the thread easy to scan while it preserves the full comment
for API consumers and expanded inspection.

**Breaking changes**

None. The comment body stays unchanged. Existing comments without
presentation data keep their current rendering.

## What Changed

- Added workspace-ready presentation and metadata builders.
- Added structured workspace, service, reuse, and warning details.
- Wired both workspace-ready comment paths to send presentation and
metadata options.
- Added focused unit and heartbeat-level tests.

Collapsed notice:

![Collapsed Workspace Ready compact
notice](https://pages.paperclip.ing/pap-16051-workspace-ready-notice-20260801/collapsed.png)

Expanded notice:

![Expanded Workspace Ready compact
notice](https://pages.paperclip.ing/pap-16051-workspace-ready-notice-20260801/expanded.png)

## Verification

- `pnpm exec vitest run
server/src/services/workspace-runtime-ready-comment.test.ts
server/src/__tests__/heartbeat-workspace-ready-comment.test.ts` — 8
tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — 300 server files and 405 UI files passed. One
unrelated CLI AWS doctor test detected static credentials from the
runner environment. The same test passed with `AWS_ACCESS_KEY_ID` and
`AWS_SECRET_ACCESS_KEY` removed.
- Built the existing system-notice Storybook story and captured both
compact and expanded states.
- GitHub CI — all latest-head gates passed. One signoff-policy e2e shard
hit a transient checkout-state race and passed on its single rerun.

## Risks

Low risk. This change only adds optional comment presentation data in
two server paths. The body, database schema, API contract, and old
comments remain unchanged. Incorrect metadata would affect only expanded
structured details; focused tests cover the shape and both warning
states.

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

## Model Used

OpenAI Codex with GPT-5 (`gpt-5`, the exact snapshot and context-window
size are not exposed by this runtime). The agent used reasoning,
repository tools, code execution, and visual inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.801.0-canary.12
2026-08-01 16:04:43 -05:00
Devin FoleyandCody 8676795188 ci: split e2e PR lane into three shards (#10629)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The pull request workflow protects changes with a Playwright e2e
lane.
> - That lane already uses a weighted file partition so slow specs do
not cluster by test count.
> - Recent green PR runs showed the two e2e shard jobs were slower than
the next slow required lane.
> - The largest spec is indivisible, so a third shard lets that spec run
alone and lets the rest split by duration.
> - This pull request changes only the PR e2e shard matrix and the guard
test.
> - The benefit is a shorter expected PR critical path while the
required `e2e` aggregate check name stays stable.

## Linked Issues or Issue Description

Refs #9923

**What existing behavior does this improve?**

The `pull_request` workflow Playwright e2e lane.

**Subsystem affected**

Cross-cutting: GitHub Actions CI and test scripts.

**Current behavior**

The PR workflow runs the weighted Playwright e2e partition across two
jobs. Recent green runs showed those jobs as the slowest required
checks.

**Proposed behavior**

The PR workflow runs the same e2e spec set across three weighted jobs.
The aggregate required check stays named `e2e`.

**Reason and benefit**

The third shard lets the slow smoke-lab spec run alone while the rest of
the catalog stays balanced. This should shorten the PR critical path.
The win is bounded by fixed per-job setup time.

**Breaking changes**

None. The required aggregate check contract is preserved.

## What Changed

- Change the PR e2e shard matrix from two entries to three entries.
- Update the shard guard test to expect three shards.
- Floor the balance bound at the largest single spec weight.
- Assert that the workflow does not define more shard indexes than
`SHARD_COUNT`.

## Verification

- `node --test ./scripts/__tests__/e2e-shard.test.mjs` passes with 6
tests.
- The recorded-weight partition is complete and non-overlapping: 168.0s,
116.5s, and 114.4s.
- I checked `ROADMAP.md` and found no overlapping roadmap-level core
feature.
- I searched public GitHub PRs and issues for related e2e shard work. I
found related PR #9923 and no open duplicate for this branch or change.

## Risks

- This adds one extra GitHub Actions runner to the PR e2e lane.
- The wall-clock win is bounded by fixed per-job setup.
- Behavior risk is low because the aggregate required check remains
named `e2e`.

## Model Used

OpenAI Codex, GPT-5, tool-enabled coding agent in this repository. The
runtime did not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Cody <noreply@paperclip.ing>
canary/v2026.801.0-canary.11
2026-08-01 10:10:22 -07:00
DottaandPaperclip ee851fc364 feat(heartbeat): expose cache-adjusted run cost (#10349)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The heartbeat service is the control plane that runs agents through
adapters and records each run's usage and cost in the finance/cost
ledger
> - Adapters report a provider cost (`costUsd`), but there is no way to
represent the provider-billed cost *after* prompt-cache discounts, so
cache-heavy runs are priced wrong and some paid runs end up exported
with a zero/null cost
> - A benchmark comparing Paperclip-orchestrated runs against direct
harness invocation of the same tasks measured 1.5–3.1× higher apparent
USD per pair, largely because cache-discounted billing was not
represented in the exported cost data
> - This pull request adds an optional `cacheAdjustedCostUsd` field to
`AdapterExecutionResult` and a `resolveCacheAdjustedCostUsd` helper in
the heartbeat service that prefers the explicit cache-adjusted figure
and falls back to the reported `costUsd`, persisting it into the run's
usage/ledger JSON
> - The benefit is that paid runs are no longer exported as zero/null
cost and cache-heavy runs can be priced correctly, so operators
comparing orchestrated vs. direct costs see real numbers

## Linked Issues or Issue Description

No single existing public issue covers this exactly; closely related
cost-reporting issues:

- Refs #8947 — hermes adapter never reports usage/cost to Paperclip, so
budget limits never trigger
- Refs #6716 — hermes_local cost/usage capture returns zero
- Refs #3320 — expose per-run token counts in activity log and dashboard

**Problem (feature-request form):** Adapters can only report a single
`costUsd`. Providers with prompt caching bill less than the nominal
token cost, and the heartbeat cost accounting has no field for the
cache-adjusted billed amount. As a result, cache-heavy paid runs are
either priced at the undiscounted figure or, when the adapter withholds
the ambiguous number, exported as zero/null. **Proposed solution:** an
explicit optional `cacheAdjustedCostUsd` on the adapter execution
result, resolved server-side with a safe fallback to `costUsd`.
**Alternatives considered:** recomputing cache discounts server-side
from token counts (rejected: provider pricing tables drift and cache
billing rules are provider-specific; the adapter is the source of
truth).

## What Changed

- `packages/adapter-utils/src/types.ts`: added optional
`cacheAdjustedCostUsd?: number | null` to `AdapterExecutionResult`, with
a doc comment on adapter expectations
- `server/src/services/heartbeat.ts`: added exported
`resolveCacheAdjustedCostUsd()` (explicit cache-adjusted value wins when
a finite non-negative number; otherwise falls back to a finite
non-negative `costUsd`; otherwise `null`), and consistently uses the
resolved billed value for ledger cents, cost status, and run usage JSON
- `server/src/__tests__/heartbeat-cost-accounting.test.ts`: added unit
coverage for explicit precedence, fallback, invalid values,
adjusted-only pricing, and discounted ledger billing

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-cost-accounting.test.ts` — 1 file, 7
tests passed
- `pnpm --filter @paperclipai/adapter-utils typecheck` — passed
- `pnpm --filter @paperclipai/server typecheck` — passed
- GitHub Actions on head `dc9c3830bf694b9afb3b27c5c8c36bff38e7fdcb` —
all 26 checks clean/skipped; one unrelated E2E checkout-contention flake
passed on its single failed-job rerun
- Greptile review on the same head — 5/5 with zero unresolved threads

## Risks

- Low risk: the field is optional and additive; when absent, behavior
falls back to the existing `costUsd` path
- Ledger/usage JSON gains a new optional `cacheAdjustedCostUsd` key —
consumers that strictly validate keys would need to tolerate it (usage
JSON is already open-shaped)
- No migrations, no API-breaking changes

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

## Model Used

- Implementation: Anthropic Claude Fable 5, model ID `claude-fable-5`,
standard context window, agentic coding mode with shell/file tool use
- PR preparation and verification: OpenAI Codex on GPT-5 (the runtime
did not expose a more specific serving snapshot or context-window
value), reasoning mode with shell and GitHub tool use

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (doc
comment on the new field; no user-facing docs affected)
- [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>
canary/v2026.801.0-canary.10
2026-08-01 07:15:52 -07:00
scotttongandClaude Fable 5 c185e64b77 feat(ui): chat-style task view behind an experimental flag (#10606)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

**Subsystem affected**

UI (issue detail page).

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
canary/v2026.801.0-canary.9
2026-08-01 02:26:47 -07:00
Devin Foley 6401f4f78c fix(sandbox): bundle git copy-back against the merge-base so diverged/reset workspaces still import (#10601)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - An agent that runs in a sandbox has its workspace copied back to the
host when the run ends, so its work persists — the copy-back ships a git
bundle of the sandbox's commits
> - The bundle is created as a thin delta, `git bundle create HEAD --not
<baseSha>`, which records `baseSha` (the host workspace HEAD captured at
export) as a prerequisite the host must already hold
> - That assumption breaks when the sandbox HEAD has diverged from
`baseSha`, or when a shared host workspace no longer holds `baseSha` at
import time — then `git fetch` on the host hard-fails and the entire run
is lost even though the agent finished its work
> - This pull request bundles against the merge-base of `baseSha` and
the sandbox HEAD (with a full-bundle fallback), which the host can
satisfy in those cases
> - The benefit is that copy-back no longer discards a completed run's
work over a base the host can't reconcile

## Linked Issues or Issue Description

**What happened?**

A sandbox agent run completed its work, then failed during workspace
finalize:

```
git -C <host workspace> fetch --force <git-delta.bundle> refs/…/export:refs/…/imported
error: Could not read <baseSha>
fatal: revision walk setup failed
error: git-delta.bundle did not send all necessary objects
```

The run is reported as `adapter_failed` even though the agent produced
output. The copy-back bundle names the host workspace's recorded HEAD
(`baseSha`) as a prerequisite, but the host cannot satisfy it.

**Steps to reproduce**

Two independent triggers, both reproduced in tests:
1. The sandbox's HEAD has diverged from `baseSha` — e.g. the sandbox
carries a local-only branch that forked from an older commit than the
host's current HEAD.
2. The shared host workspace no longer holds `baseSha` at import time
(it was reset / re-realized between export and import).

In either case `git fetch` of the thin bundle fails with a missing
prerequisite.

**Expected behavior**

Copy-back imports the sandbox's work as long as the host holds any
common ancestor, instead of hard-failing and discarding the run.

**Paperclip version**

Current `master`.

**Deployment mode**

Any deployment running agents in sandbox environments with workspace
sync (notably shared-workspace clones and custom images that carry a
local-ahead branch).

## What Changed

- `buildRemoteGitDeltaBundleScript` now computes `bundle_base = git
merge-base <baseSha> HEAD` and bundles `HEAD --not <bundle_base>`. The
merge-base is an ancestor of `baseSha`, so any host that holds `baseSha`
(or an ancestor of it — e.g. after a reset) can satisfy the
prerequisite, and the bundle stays a delta rather than a full-history
transfer.
- When `baseSha` is absent from the sandbox, or no merge-base exists, it
falls back to a full, self-contained bundle (no prerequisites) so the
import can always complete.
- The existing empty-bundle no-op (no new commits) and the ordinary
fast-forward path are unchanged; the `cat-file` base check no longer
aborts the script under `set -e`.

## Verification

- `pnpm vitest run packages/adapter-utils/src/git-workspace-sync.test.ts
packages/adapter-utils/src/sandbox-managed-runtime.test.ts` — new cases:
a diverged sandbox HEAD imports when the host holds only the merge-base
(not `baseSha`), and the full-bundle fallback imports into a host that
shares no history; existing thin-delta and empty-bundle cases still
pass.
- `pnpm --filter @paperclipai/adapter-utils exec tsc --noEmit`.
- Standalone shell repro confirmed the old thin bundle fails with
"Repository lacks these prerequisite commits" in both trigger cases, and
the merge-base bundle imports successfully.

## Risks

- Low. For the common case (sandbox HEAD descends from `baseSha`) the
merge-base is `baseSha`, so the bundle is byte-for-byte the same delta
as before. The change only alters behavior when the old code would have
hard-failed.
- This makes the copy-back import succeed on a diverged base; the
subsequent reconciliation of divergent histories
(`integrateImportedGitHead`) is unchanged and still owns how the
imported head is merged into the host branch. Where a workspace's
history has genuinely diverged (e.g. a stale custom image carrying a
local-only branch), a clean re-clone/re-capture is still the right
operational fix — this change prevents work loss, it does not reconcile
intentional divergence.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use (file edits, shell repro, vitest/tsc runs).
No other models involved.

## 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
canary/v2026.801.0-canary.8
2026-07-31 23:41:42 -07:00
DottaandPaperclip 92c3d9f0d9 fix(server): stop requiring PAPERCLIP_DECISION_SIGNING_SECRET at startup (#10594)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server signs decision specifications with an HMAC
> - PR #10010 made `PAPERCLIP_DECISION_SIGNING_SECRET` a hard startup
requirement
> - Existing installs do not have this new environment variable
> - Those installs now stop during startup
> - This pull request uses a secure persisted instance key when the
override is absent
> - The benefit is that existing installs start without new
configuration and decision signing remains fail-closed

## Linked Issues or Issue Description

**What happened?**

After #10010, `startServer()` throws when
`PAPERCLIP_DECISION_SIGNING_SECRET` is unset or shorter than 32
characters. Existing installs without the new environment variable stop
at startup.

**Expected behavior**

The server starts without manual configuration. A new optional feature
must not add a required environment variable for existing installs.

**Steps to reproduce**

1. Check out `master` at 9c1f8e7887.
2. Unset `PAPERCLIP_DECISION_SIGNING_SECRET`.
3. Start the server.
4. Observe that startup stops with a missing-secret error.

**Paperclip version or commit**

`master` at 9c1f8e7887.

**Deployment mode**

All deployment modes are affected when the environment variable is
absent.

## What Changed

- Treat `PAPERCLIP_DECISION_SIGNING_SECRET` as an optional override.
- Generate a random per-instance key at
`<instance>/secrets/decision-signing.key` when the override is absent.
- Publish a complete first-time key with an atomic no-overwrite link so
concurrent server starts use one key.
- Repair permissive modes on process-owned secrets directories and
regular key files, reject planted symlinks or foreign-owned paths, and
fail startup if `0700`/`0600` cannot be enforced.
- Keep an explicitly configured secret shorter than 32 characters as a
startup error.
- Add startup, permission, planted-symlink, fail-closed verification,
and generated-key round-trip tests.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/decisions-service.test.ts
src/__tests__/server-startup-feedback-export.test.ts` — 45 tests passed.
- `pnpm --filter @paperclipai/server exec tsc --noEmit` — passed.
- Eight simultaneous resolver processes returned the same persisted key.
The secrets directory/key modes were `0700`/`0600`.
- `git diff --check` — passed.

## Risks

- Existing configured secrets remain unchanged.
- Removing a configured secret after a proposal makes the prior
signature fail verification. Restoring the secret restores verification.
- A restored secrets directory or key with unsafe permissions now fails
startup when the server cannot repair it to `0700`/`0600`; symlinks and
paths owned by another local user are rejected rather than trusted.
- The generated key uses an atomic hard link in the instance secrets
directory. An unsupported file system fails startup instead of replacing
an existing key.
- Existing installs that failed at startup did not sign decisions with a
missing key.

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

## Model Used

- Anthropic Claude Fable 5, model ID `claude-fable-5`, produced the
initial implementation with extended reasoning and tool use.
- OpenAI Codex, model ID `gpt-5`, addressed review findings and prepared
the PR with reasoning, repository editing, code execution, and GitHub
tooling. The runtime did not expose the context-window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.801.0-canary.7
2026-07-31 22:48:32 -07:00
DottaandPaperclip b163c6c473 fix(server): preserve hot restart intent across path upgrade (#10593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server can preserve eligible agent runs during a controlled hot
restart.
> - A path change moved restart state from the Paperclip home root to
the instance root.
> - A staged update can therefore make the old server and the new server
read different intent files.
> - The old server then drains live runs, while the new server can start
without a shutdown snapshot.
> - This pull request adds a correlated compatibility handoff and
records the live preflight set.
> - It also verifies the target process instance on Linux, macOS, and
Windows.
> - The benefit is complete and safe run classification across the path
upgrade.

## Linked Issues or Issue Description

No public GitHub issue covers this defect.

**What happened?**

A staged hot restart can run an older server that reads
`hot-restart-intent.json` from the Paperclip home root and a new server
that writes the file under the instance root. The old server misses the
request and uses graceful drain. The new server later finds its marker
without a shutdown snapshot. Before this change, that state could
produce an empty loss list even when live runs existed before restart.

**Expected behavior**

The old server must receive the PID-targeted restart request at its
legacy path. The new server must correlate the legacy shutdown snapshot
with its instance-scoped request. Every run that was live during
preflight must appear as adopted, finalized while down, or lost. A
reused PID must not let a stale marker claim a different process
instance.

**Steps to reproduce**

1. Start a server version from before the instance-root marker change.
2. Keep one or more local-agent heartbeat runs active.
3. Stage a current build and request a hot restart from that build.
4. Observe that the old server reads only the home-root path while the
staged build writes only the instance-root path.
5. Observe graceful drain and a new-server intent that has no shutdown
snapshot.

**Paperclip version or commit**

The path transition entered `master` in #10045. The hot-restart adoption
flow came from #9647. This fix targets current `master` and
compatibility with the immediately preceding home-root behavior.

**Deployment mode**

Self-hosted server built from source with controlled service hot
restarts.

Related work: #9628 is the original broader hot-restart feature PR.
#10556 addresses embedded PostgreSQL lifecycle behavior and does not
address marker-path compatibility.

## What Changed

- Write an authoritative instance-scoped intent and a correlated legacy
home-root handoff marker.
- Merge a legacy shutdown snapshot only when immutable request identity
fields match.
- Prevent a non-default instance from consuming an uncorrelated
legacy-only marker.
- Record preflight running heartbeat IDs and reconcile snapshot
omissions from current database state.
- Serialize marker claims, snapshot writes, stale recovery, and matching
cleanup with recoverable per-path filesystem leases.
- Read process start identity on Linux, macOS, and Windows to
distinguish a reused PID from the original server.
- Require identity for new restart requests and fail closed when a
supported platform cannot provide it.
- Classify older markers by comparing the replacement server boot time
or operating-system process start time with the request time.
- Close the preflight database client explicitly and use a root-safe SQL
query.
- Add focused unit, platform-branch, database-backed, and CI regression
coverage.
- Document the compatibility handoff, process identity probes, and
instance-scoped report path.

## Verification

- `pnpm exec vitest run server/src/services/hot-restart.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts -t
"hot-restart|old-server legacy|preflight live|preflight run|spawn
identity before hot restart"` — 24 tests passed and 90 tests were
skipped across 2 files.
- `pnpm exec vitest run server/src/services/hot-restart.test.ts` — 17
tests passed.
- `pnpm exec vitest run
server/src/__tests__/issue-watchdogs-routes.test.ts -t "restarts a
stalled claimed run"` — 1 test passed and 10 tests were skipped.
- `pnpm exec vitest run
server/src/__tests__/agent-action-audit-routes.test.ts -t "allows an
agent with issue:delegate"` — 1 test passed and 7 tests were skipped.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check` — passed.
- GitHub Actions — 26 of 26 checks passed at
`55a79cb029be8b1dc89926d9d89ccd2181266d5c`.
- Greptile — 5/5 at the same head with no unresolved current-head review
threads.

## Risks

- The legacy handoff path is shared across instances. Exclusive claims
and per-path leases prevent overwrite and match-before-delete races.
- Process identity uses platform commands as a fallback when the health
endpoint has no identity. Linux reads `/proc`, macOS and BSD use `ps`,
and Windows uses PowerShell.
- A supported-platform identity probe failure aborts the restart. This
fails closed instead of replacing an unknown live process.
- Older intent files do not contain process identity. The server
compares the replacement boot or process start time with the request
time when those values are available.
- A preflight database read can fail before the marker is written. The
command fails closed instead of claiming a restart whose live-run set is
unknown.

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

## Model Used

- OpenAI Codex with GPT-5. The exact deployment model ID and
context-window size were not exposed by this runtime. Reasoning,
repository editing, shell execution, test execution, GitHub CLI, and
Paperclip API capabilities 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 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>
canary/v2026.801.0-canary.6
2026-07-31 21:55:59 -07:00
Devin Foley ee9d907d01 fix(codex): do not inject a duplicate --skip-git-repo-check for sandbox runs (#10595)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A Codex agent runs `codex exec`, and the adapter assembles its
argument vector from the agent's config plus execution-context options
> - For sandbox execution the adapter injects `--skip-git-repo-check`,
because a headless remote workspace has no git trust prompt to answer
> - The adapter also appends the operator's `extraArgs` verbatim, so an
agent that already lists `--skip-git-repo-check` in its config gets the
flag twice on a sandbox run
> - `codex exec` rejects a repeated `--skip-git-repo-check` and exits
with code 2, which the adapter surfaces as `adapter_failed` before any
work runs
> - This pull request skips the sandbox injection when the operator's
args already carry the flag
> - The benefit is that a common, harmless-looking config no longer
crashes every sandbox run

## Linked Issues or Issue Description

**What happened?**

A `codex_local` agent configured with `extraArgs:
["--skip-git-repo-check"]` fails on every sandbox run:

```
error: the argument '--skip-git-repo-check' cannot be used multiple times

Usage: codex exec [OPTIONS] [PROMPT]
```

The adapter reports `stopReason: "adapter_failed"` (Codex exited with
code 2). The flag appears twice in the argv: once injected by the
adapter for sandbox execution, once from the operator's `extraArgs`.

**Steps to reproduce**

1. Configure a `codex_local` agent with `extraArgs:
["--skip-git-repo-check"]` (or the legacy `args` field).
2. Point it at a sandbox environment.
3. Start a run — `codex exec` aborts immediately on the duplicate flag.

**Expected behavior**

The run launches with a single `--skip-git-repo-check`. An operator
listing the flag the adapter already injects should be a no-op, not a
hard failure.

**Paperclip version**

Current `master`.

**Deployment mode**

Any deployment running Codex agents in sandbox environments.

## What Changed

- `buildCodexExecArgs` no longer pushes the sandbox
`--skip-git-repo-check` when the resolved args (`extraArgs`, or the
legacy `args` fallback) already contain it. The operator's copy stands;
the argv carries the flag exactly once. Non-sandbox runs and configs
without the flag are unchanged.

## Verification

- `cd packages/adapters/codex-local && pnpm vitest run
src/server/codex-args.test.ts` — new cases: `extraArgs` already carrying
the flag (single occurrence), the legacy `args` field carrying it
(single occurrence), and the operator's flag preserved when the sandbox
injection is not requested. Existing "adds --skip-git-repo-check when
requested" case unchanged.
- `cd packages/adapters/codex-local && pnpm vitest run` — full package
suite (218 tests).
- `pnpm run typecheck` in the package.

## Risks

- Low. The change only suppresses a duplicate of a single, idempotent
flag; it never removes an operator-supplied argument and never adds one
that was not already going to be present.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use (file edits, vitest/tsc runs). No other
models involved.

## 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
canary/v2026.801.0-canary.5
2026-07-31 20:37:51 -07:00
9c1f8e7887 feat(decisions): add first-class propose mode (#10010)
## Thinking Path

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

## Linked Issues or Issue Description

### Subsystem affected

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

### Problem or motivation

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

### Proposed solution

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

### Alternatives considered

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

### Roadmap alignment

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

### Additional context

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
canary/v2026.801.0-canary.4
2026-07-31 19:17:02 -07:00
71231dfa38 feat(audit): agent audit UI — company page + per-agent tab (#9744)
## Thinking Path

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

## Linked Issues or Issue Description

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

Refs #9731 and #9735.

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

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

## What Changed

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

## Verification

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

## Screenshots and Manual QA

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:09:13 -07:00
DottaandPaperclip 86b265bb85 test(ui): isolate Cases routing regression (#10591)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The UI test suite protects the board route table
> - The Cases routing regression test needs only the route table and
sentinel pages
> - The test initialized the full cloud access query flow for each route
> - That unrelated setup made the two assertions spend several seconds
polling
> - This pull request isolates the routing dependency and removes the
long timeout
> - The benefit is faster and more focused route regression coverage

## Linked Issues or Issue Description

**What happened?**

The Cases routing regression test initialized cloud health, session, and
board access queries. Its two route assertions spent about 6.69 seconds
in test execution.

**Expected behavior**

The route regression test must bypass unrelated cloud access checks and
resolve the two route assertions synchronously.

**Steps to reproduce**

1. Run `pnpm --dir ui exec vitest run src/App.cases-routing.test.tsx` on
the base commit.
2. Inspect the Vitest test duration.
3. Observe that the test waits through unrelated query transitions.

**Paperclip version or commit**

`7301fae942c3d5826974335cb40d6f1e0d95d1e0`

**Deployment mode**

Built from source. The defect affects the UI unit test suite.

Related pull request: #9198 introduced the Cases route regression
coverage.

## What Changed

- Mock `CloudAccessGate` at the routing boundary.
- Import the app after hoisted CSS setup and module mocks.
- Remove the query client and three unrelated API mocks.
- Replace long polling with a bounded three-turn route wait.
- Remove the custom 20-second test timeouts.

## Verification

- `pnpm --dir ui exec vitest run src/App.cases-routing.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`

The focused run passed both tests. Test execution changed from about
6.69 seconds on the base commit to 40 milliseconds on this branch.

## Risks

Low risk. The production route table is unchanged. The test still
renders the real `App` route table and the same sentinel pages.

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

## Model Used

OpenAI Codex with model ID `gpt-5`. The context-window size is not
exposed to this run. The run used reasoning, repository tools, code
execution, and GitHub tools.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
canary/v2026.801.0-canary.3
2026-07-31 18:54:53 -07:00
DottaandPaperclip a29b10510c fix(server): bound inherited workspace runtime services (#10589)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution workspaces can inherit runtime services from a project
workspace
> - A project workspace keeps current and historical runtime service
rows
> - The execution workspace read path returned all current rows,
including services removed from the current configuration
> - This pull request matches inherited rows to the current service
definitions
> - The benefit is bounded workspace payloads and accurate service
summaries

## Linked Issues or Issue Description

**What happened?**

Shared execution workspaces returned current historical service rows
that no longer matched the project workspace configuration. The response
size multiplied across every shared execution workspace.

**Expected behavior**

Shared execution workspaces must return only the newest runtime service
row for each service in the current project workspace configuration.

**Steps to reproduce**

1. Create one project workspace with many historical runtime service
rows.
2. Create many shared execution workspaces that inherit that project
workspace.
3. List the execution workspaces and inspect each `runtimeServices`
array.

**Paperclip version or commit**

`7301fae942c3d5826974335cb40d6f1e0d95d1e0`

**Deployment mode**

Built from source. The defect is in the server read model and is not
deployment-specific.

No duplicate or related public issue or pull request was found.

## What Changed

- Select only runtime service rows that match the current project
workspace service definitions.
- Preserve each matched service definition index in the API result.
- Avoid loading direct execution service rows for workspaces that
inherit project services.
- Add unit, integration, and volume regression coverage.

## Verification

- `pnpm --dir server exec vitest run
src/services/workspace-runtime-read-model.test.ts
src/__tests__/execution-workspaces-service.test.ts -t
'selectConfiguredRuntimeServiceRows|returns full details at the observed
volume|inherits only runtime-service rows'`
- `pnpm --filter @paperclipai/server typecheck`

The focused test run passed 4 tests and skipped 27 unrelated tests.

## Risks

The read path now omits service rows that do not match the current
configuration. This is the intended behavior for inherited runtime
services. The change does not alter service persistence or lifecycle
transitions.

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

## Model Used

OpenAI Codex with model ID `gpt-5`. The context-window size is not
exposed to this run. The run used reasoning, repository tools, code
execution, and GitHub tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 18:54:11 -07:00
DottaandPaperclip 2e4774ac90 fix(adapter-utils): correct confirmation wake semantics (#10588)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Local agent wakes include a default execution contract
> - That contract tells agents how issue-thread continuation policies
behave
> - The current text says `wake_assignee` resumes a confirmation only
after acceptance
> - The server actually wakes for every non-expired resolution and
reserves acceptance-only behavior for `wake_assignee_on_accept`
> - This pull request makes the default prompt match the server contract
and strengthens the recovery follow-up regression case
> - The benefit is that agents choose the correct continuation policy
and recovery tests cover normalized agent name keys

## Linked Issues or Issue Description

Related work: Refs #5473, Refs #5060, and Refs #10562.

**What happened?**

The default local-agent prompt described `wake_assignee` as
acceptance-only for `request_confirmation`. This conflicts with the
server. The server wakes on every non-expired resolution. A recovery
follow-up test also used an already-normalized execution agent name key,
so it did not exercise the normalization seam.

**Expected behavior**

The prompt must state that `wake_assignee` resumes after acceptance or
rejection. It must direct acceptance-only flows to
`wake_assignee_on_accept`. The recovery regression must use a
display-style agent name key and prove that the follow-up path still
works after normalization.

**Steps to reproduce**

1. Read the default local-agent prompt in
`packages/adapter-utils/src/server-utils.ts`.
2. Compare its confirmation continuation text with
`queueResolvedInteractionContinuationWakeup` in
`server/src/routes/issues.ts`.
3. Observe that the prompt gives acceptance-only semantics to
`wake_assignee`.
4. Inspect the recovery hand-back test and observe that its execution
name key is already normalized.

**Paperclip version or commit**

`7301fae942`

**Deployment mode**

Local dev. The prompt and test behavior are not deployment-specific.

## What Changed

- Corrected the default agent prompt for `wake_assignee` and
`wake_assignee_on_accept`.
- Added focused prompt assertions for both the required and obsolete
text.
- Changed the recovery follow-up fixture to use a display-style agent
name key.

## Verification

- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
-t 'keeps the default local-agent prompt action-oriented'` passed: 1
test.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-comment-wake-batching.test.ts -t 'defers
recovery hand-back wakes until the resolving run exits'` passed: 1 test.
- `pnpm --filter @paperclipai/adapter-utils typecheck` passed.
- `pnpm --filter @paperclipai/server typecheck` passed.
- `git diff --check origin/master...HEAD` passed.

## Risks

- Low risk. The production change updates prompt text only.
- Agents that followed the old text may now choose
`wake_assignee_on_accept` for acceptance-only flows.
- The server test change only broadens an existing regression fixture.

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

## Model Used

- OpenAI Codex with GPT-5. The exact serving model ID and context-window
size are not exposed to the agent. The model used reasoning, repository
tools, tests, Git, and GitHub CLI 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 18:53:53 -07:00
DottaandPaperclip c9116686bd test(installer): cover cross-version update migrations (#10587)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Managed updates can change both the application payload and its
database schema
> - Unit tests cannot prove that an older live install upgrades through
a real migration and remains recoverable
> - The managed-install work in #10045 needs a repeatable cross-version
system test
> - This pull request adds an isolated end-to-end harness for update,
migration, backup, service restart, and rollback behavior
> - The benefit is a direct proof that managed upgrades preserve the
existing database and service lifecycle across versions

## Linked Issues or Issue Description

Refs #10045

This test is a focused follow-up to the managed install integration.
Merge #10045 first so the tested install, update, service, backup, and
rollback commands are available.

## What Changed

- Added a cross-version managed-update E2E script.
- Installed an older Git ref, initialized its embedded PostgreSQL
database, and updated to a ref with one additional migration.
- Verified the pre-update backup, payload switch, service recovery,
migration result, database-cluster reuse, and rollback behavior.
- Isolated Paperclip state under a dedicated test home and cleaned up
the service and managed install on success or failure.
- Added regression tests for shell syntax, required-ref validation,
side-effect-free preflight failure, and complete failure cleanup.

## Verification

- `node --test scripts/__tests__/e2e-update-migrations.test.mjs`
- `bash -n scripts/e2e-update-migrations.sh`
- GitHub latest-head CI: build, typecheck, release registry, canary
dry-run, general tests, serialized suites, and both browser E2E shards
passed.
- Full harness execution needs an isolated macOS or Linux host with a
real launchd or systemd user service. It is intentionally not run on a
live Paperclip server host.

## Risks

- The script manages a real user service and downloads two Git refs. Run
it only on an isolated test host.
- The test needs #10045 because `origin/master` does not yet contain the
managed install lifecycle.
- The script uses a dedicated `PAPERCLIP_HOME`, refuses a pre-existing
shim or test home, and removes its service and install during cleanup.

> 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 runtime did not expose a more
specific deployment ID or context-window size. Reasoning, repository
access, shell execution, and GitHub tooling were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 18:53:34 -07:00
DottaandPaperclip 70175d5b6f fix(garden-inbox): preserve declined candidates on reruns (#10586)
## Thinking Path

> - Paperclip uses company skills to give agents repeatable operating
workflows.
> - The garden-inbox skill asks a user to confirm reversible archive
candidates.
> - A user can leave a candidate unchecked because they want to keep it
visible.
> - A later confirmation pass currently checks that candidate again by
default.
> - This pull request adds a repeatable `--unselect` option for
candidates declined in an earlier pass.
> - The benefit is that repeated confirmation cards preserve the user's
prior choice and make that history visible.

## Linked Issues or Issue Description

**What happened?**

When an inbox gardening confirmation was created again, candidates
declined in an earlier pass could start checked again.

**Expected behavior**

The caller can identify previously declined candidates. Those candidates
start unchecked and explain why they are unchecked.

**Steps to reproduce**

1. Create a garden-inbox scan with an archive candidate in bucket A or
B.
2. Leave the candidate unchecked in a confirmation pass.
3. Create a later confirmation for the same candidate.
4. Observe that the default selection does not preserve the earlier
decline.

**Paperclip version or commit**

`7301fae942c3d5826974335cb40d6f1e0d95d1e0`

**Deployment mode**

Built from source.

## What Changed

- Added repeatable `--unselect ISSUE_ID` parsing to the garden-inbox
confirmation command.
- Removed those issue IDs from the default checked options.
- Added a description note for candidates declined in an earlier pass.
- Rejected `--unselect` values that are not offered by the current scan.
- Documented the repeat-pass workflow and added regression coverage.

## Verification

- `node --test
.agents/skills/garden-inbox/scripts/garden-inbox.test.mjs`
- `git diff --check origin/master...HEAD`

## Risks

- Low risk. The new option is opt-in, and existing confirmation behavior
is unchanged when it is omitted.
- An invalid issue ID now fails before any confirmation card is posted.

> 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 family. The runtime does not expose the exact
deployment model ID or context-window size. 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>
2026-07-31 18:53:16 -07:00
DottaandPaperclip 627728bdde feat: add authoritative issue PATCH receipts (#10478)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents update tasks through the issue API.
> - The update response did not state which values changed.
> - Blocker updates also did not echo the scalar blocker IDs.
> - Agents therefore used an extra GET request to confirm a successful
write.
> - This pull request adds an authoritative change receipt and an
optional small response.
> - The benefit is fewer API calls with a clear and compatible write
contract.

## Linked Issues or Issue Description

No public GitHub issue exists for this change.

### Subsystem affected

Cross-cutting: `server/`, `packages/shared`, and the UI issue cache.

### Problem or motivation

A successful issue PATCH returned the updated issue, but it did not
identify the effective changes. Blocker writes returned relation
summaries without the scalar IDs. Agents could not distinguish a
confirmed clear operation from missing data. The response must confirm
committed field and blocker changes while existing UI clients continue
to receive the full issue by default.

### Proposed solution

Add a `changes` receipt. Add a conditional `blockedByIssueIds` echo.
Support `Prefer: return=minimal`. Keep the full response as the default.

### Alternatives considered

Make the small response the default for agent tokens. This would create
different response contracts by actor type, so this pull request does
not use that design.

### Roadmap alignment

This is a focused control-plane reliability improvement. It does not
duplicate an open roadmap milestone.

## What Changed

- Compute committed issue row and relation changes in the issue service.
- Omit no-op fields and truncate changed long text values to 200
characters.
- Echo blocker ID arrays for blocker set and clear requests.
- Add the opt-in `Prefer: return=minimal` response and
`Preference-Applied` header.
- Keep receipt metadata out of React Query issue caches.
- Add route and embedded Postgres tests for the new contract.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-activity-events-routes.test.ts`
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t
"returns authoritative update receipts for row fields and blocker
relations"`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `git diff --check`

## Risks

- Low compatibility risk. The default response only adds receipt fields.
- Minimal mode is opt-in. Existing clients do not receive a smaller
body.
- The receipt excludes `updatedAt` because the response already returns
it as the freshness anchor.
- Prose API and agent workflow guidance will follow after the server
contract is available.

> 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, context window
size, and reasoning mode are not exposed to the agent. The agent used
repository tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 18:52:59 -07:00
DottaandPaperclip b1ac92f305 fix(ui): recover blockquotes the markdown editor escaped as backslash-gt (#10466)
## Thinking Path

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

## Linked Issues or Issue Description

No public GitHub issue exists.

Related prior attempt: #10465.

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

`master` at `78f8c6c3d4`.

**Deployment mode**

Self-hosted server.

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 18:52:42 -07:00
fc5a30805e feat(cli): add managed install, update, and service lifecycle (#10045)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Operators need a predictable installation path that survives beyond
an ephemeral `npx` process
> - A durable installation needs an owned per-user payload store, stable
command shim, safe shell integration, and supported service lifecycle
> - Updates must preserve recoverability by backing up data, installing
side-by-side, verifying the new payload, and retaining rollback state
> - Bootstrap scripts and privileged service operations must fail closed
across download, filesystem, ownership, and consent boundaries
> - This pull request integrates managed install, update, rollback,
service, uninstall, doctor, bootstrap-installer, and runtime-serving
support into one workflow
> - The benefit is a recoverable, inspectable, and documented
installation lifecycle with explicit safety boundaries across Linux,
macOS, containers, WSL, npm, npx, and source checkouts

## Linked Issues or Issue Description

### Problem

Paperclip lacks a first-class durable installation and lifecycle
workflow. Operators currently have to assemble npm/npx installation,
PATH setup, background-service management, updates, rollback,
diagnostics, and uninstall behavior themselves. That makes upgrades
harder to recover, creates inconsistent behavior across platforms, and
leaves shell/download/service trust boundaries without one documented
implementation.

### Proposed Solution

Add a managed per-user install store and stable shim, a verified shell
bootstrap installer, service lifecycle commands, install-mode-aware
update/rollback behavior, doctor checks, and documentation. Managed
updates back up the database, install and smoke-test a side-by-side
payload, atomically switch `current`, and retain prior payloads. The
shell installer pins registry/download trust boundaries and requires
explicit consent for non-interactive privileged actions.

### Alternatives Considered

- Keep recommending `npx`: simple for evaluation, but ephemeral and
unsuitable for stable services, atomic updates, or rollback.
- Require global npm installation only: familiar, but cannot provide the
owned side-by-side payload store and retained rollback semantics.
- Split the capability across multiple PRs: rejected because install,
update, service, uninstall, bootstrap, and serving behavior share
contracts and security boundaries that need review together.

### Related Pull Requests

- Supersedes #10042 and #10044 with one integrated final diff.
- Incorporates and replaces the closed preparatory work in #10032 and
#10034.

## What Changed

- Added `paperclipai install`, `update`/`upgrade`, rollback, uninstall,
service lifecycle, onboarding integration, and managed-install doctor
checks.
- Added a private managed payload store, verified manifest/marker
ownership, exclusive mutation locks, atomic manifest/current/shim
writes, retained previous payloads, and provenance validation.
- Added npm and GitHub-ref install sources with exact target resolution,
registry isolation, database backup, side-by-side verification, atomic
activation, service restart coordination, and failure rollback.
- Made managed-update backups report actionable service-start and
`--no-backup` recovery guidance for unreachable databases, while clean
never-onboarded instances skip an empty backup.
- Added systemd user and launchd service definitions, status/health/log
commands, single-instance coordination, stale-port recovery, and
explicit sudo/lingering consent handling.
- Added the `scripts/install.sh` bootstrap path with checked two-stage
downloads, pinned public npm registry usage, platform checks,
dry-run/non-interactive controls, and Docker fixtures.
- Added embedded Postgres/native bootstrap integration,
hot-restart/systemd-notify serving support, passive update notices,
configuration contracts, README/CLI/install documentation, and focused
regression tests.
- Security re-review should explicitly re-verify: (1)
`addManagedPathBlock`/`removeManagedPathBlock` reject symlinked or
non-regular rc files, assert current-user ownership, preserve
restrictive modes, and replace atomically; (2) managed shim replacement
rejects unsafe parents, foreign-owned or multiply linked files, and uses
checked atomic replacement; (3) the shell installer and sudo path
preserve explicit consent and checked downloads; and (4) installed
service/runtime serving remains bound to the validated managed shim and
instance configuration.

## Verification

- `bash -n scripts/install.sh scripts/clean-install-git.sh
scripts/clean-install-npm.sh scripts/test-install-sh-docker.sh`
- `pnpm exec vitest run cli/src/__tests__/install-store.test.ts
cli/src/__tests__/install-command.test.ts
cli/src/__tests__/managed-install-check.test.ts
cli/src/__tests__/onboard-service.test.ts
cli/src/__tests__/service-health-check.test.ts
cli/src/__tests__/service-manager.test.ts
cli/src/__tests__/update-command.test.ts
cli/src/__tests__/update-notice.test.ts
packages/db/src/embedded-postgres-native.test.ts` — 9 files, 66 tests
passed
- `pnpm --dir cli typecheck`
- `pnpm --dir cli build`
- Follow-up verification: `pnpm exec vitest run
cli/src/__tests__/update-command.test.ts` (14/14), `pnpm --dir cli
typecheck`, `pnpm --dir cli build`, and `pnpm --filter
@paperclipai/server typecheck`.
- `pnpm -r typecheck`
- `pnpm build`
- Full `pnpm test:run` exercised all suites; an injected static AWS
credential changed one unrelated doctor expectation, which passed when
those credentials were removed. A second run cleared that case and
exposed stale pre-existing adapter-utils `dist` output; rebuilding
`@paperclipai/adapter-utils` made the isolated test pass. The updated PR
CI is the authoritative clean-workspace full-suite run.

## Risks

- Installer/update code writes executable shims, symlinks, shell rc
blocks, service definitions, and managed payloads; ownership,
regular-file, symlink, hard-link, marker, and path-containment checks
fail closed before destructive changes.
- The bootstrap installer executes downloaded tooling; downloads are
staged and checked before execution, npm traffic is pinned to the public
registry, and non-interactive privileged behavior requires explicit
consent.
- Linux lingering may invoke `sudo`; the command is surfaced and
confirmed before execution, and unsupported service managers fall back
to foreground-run guidance.
- Database migrations remain forward-only; payload rollback does not
reverse migrations, so managed updates create a backup before activation
unless explicitly disabled.
- Service restart and runtime serving touch process/port ownership;
lifecycle locks, health/version checks, and stable-shim service
definitions reduce split-brain and stale-process risk.

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

## Model Used

- OpenAI Codex coding agents using GPT-5.5 and GPT-5.6-sol, with
reasoning, repository/API access, shell execution, and test tooling. The
runtime did not expose a reliable 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 Fable 5 <noreply@anthropic.com>
2026-07-31 18:52:23 -07:00