Commit Graph
90 Commits
Author SHA1 Message Date
Nicky LeachandPaperclip fdb9a4880d fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip provides CLI commands and guidance for operators and
agents
> - The `pnpm paperclipai` script can pass argument values through a
shell
> - Shell re-parsing can execute command substitutions inside quoted
values
> - This pull request routes guidance through inert-argv `npx
paperclipai` commands and adds regression coverage
> - The benefit is safer operator guidance across documentation and
runtime hints

## Linked Issues or Issue Description

This pull request fixes a command-injection-class defect in Paperclip
CLI guidance.

**What happened?**

The `pnpm paperclipai <sub> --flag "$VALUE"` form can re-parse argument
values through a shell. A command substitution inside a quoted value can
execute on the host.

**Expected behavior**

Paperclip guidance must pass CLI values as inert argument values.
Host-derived values must not appear in copyable commands.

**Steps to reproduce**

1. Run a Paperclip guidance command that uses the `pnpm paperclipai`
script.
2. Provide a quoted value that contains a command substitution.
3. Observe that the shell can evaluate the substitution before the CLI
starts.
4. Compare the result with the `npx paperclipai` form.

**Paperclip version or commit**

`5670984b75d109950c968542a0111ebb6967f4da`

**Deployment mode**

All deployment modes that show or use the affected CLI guidance.

**Installation method**

Built from source and installed CLI guidance.

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Database mode**

Not database-related.

**Access context**

Both.

**Additional context**

The earlier merged PR
[#11343](https://github.com/paperclipai/paperclip/pull/11343) used the
unsafe `pnpm exec paperclipai` form. This fresh PR replaces that
guidance with the safe `npx paperclipai` form.

## What Changed

- Standardize documentation and runtime hints on `npx paperclipai`.
- Remove the broken `pnpm exec paperclipai` guidance.
- Use a static `<host>` placeholder in private-hostname guidance.
- Add regression tests for unsafe forms, continued lines, static hosts,
and offline guidance.

## Verification

- `git diff --check
origin/master...origin/fix/paperclipai-cli-npx-safe-invocation` passes.
- The branch adds `server/src/__tests__/cli-invocation-safety.test.ts`
and updates private-hostname tests.
- CI must run the new tests, typecheck, lint, and build checks.
- Local Vitest execution was not available because this worktree has no
installed Vitest binary.

## Risks

- The change affects operator and agent documentation text.
- The runtime hints now show `<host>` instead of a request-derived host
value.
- No database schema or migration changes exist.
- CI will detect any missed unsafe invocation or type error.

## Model Used

OpenAI GPT-5, exact model ID `gpt-5`, with tool use and code-review
assistance. The model used repository inspection, Git operations, and PR
preparation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-14 22:11:16 -07:00
Nicky LeachandPaperclip 5ca7b4c1fe fix(security): standardize paperclipai CLI guidance on safe npx path (#11343)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip provides CLI guidance to agents and operators through
documentation and runtime messages.
> - Content-bearing `pnpm paperclipai` examples send arguments through a
shell.
> - Shell evaluation can execute command substitutions in untrusted
argument content.
> - Runtime hostname guidance can also place request-derived content
inside a shell command.
> - This pull request uses `npx paperclipai` for content-bearing
guidance and uses a static hostname placeholder.
> - The benefit is safer copy-paste guidance for agents and operators.

## Linked Issues or Issue Description

**Issue type**
Incorrect information

**Where is the issue?**
CLI guidance in `doc/CLI.md`, `skills/paperclip/SKILL.md`,
documentation, and runtime-generated hints.

**What's wrong?**
Content-bearing `pnpm paperclipai` commands can pass argument text
through `/bin/sh`. Shell command substitution in an argument can execute
before the CLI receives the value.

**Suggested fix**
Use `npx paperclipai` for content-bearing commands. Use a static
`<host>` placeholder when runtime guidance displays the allowed-hostname
command.

## What Changed

- Replace content-bearing `pnpm paperclipai` examples with `npx
paperclipai` across the documentation and agent-facing guidance.
- Update runtime-generated CLI hints to use a static `<host>`
placeholder.
- Add safety notes to `doc/CLI.md` and `skills/paperclip/SKILL.md`.
- Add scans and regression tests for unsafe invocation and hostile
hostname headers.
- Keep fixed lifecycle commands and `pnpm --filter @paperclipai/*` build
commands unchanged.

## Verification

- Run `tsc --noEmit` for the changed server files.
- Run `cli-invocation-safety.test.ts`.
- Run `private-hostname-guard.test.ts`.
- Confirm that hostile hostname headers do not enter shown shell
commands.
- Confirm that the three commits contain the required Paperclip
co-author trailer.

## Risks

- This change updates documentation and diagnostic text across many
surfaces.
- Fixed lifecycle and setup commands remain unchanged.
- The tests fail if content-bearing `pnpm paperclipai` guidance returns.
- The change does not alter the CLI argument parser.

## Model Used

OpenAI Codex, GPT-5, tool use, code execution, and repository review
assistance.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 16:43:21 -07:00
DottaandPaperclip b18b0fc39b feat: refine app connections and legacy worktree startup (#11040)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps UI manages app discovery and app connections.
> - The managed worktree runtime starts agent work in repository
worktrees.
> - The Apps routes do not match the main discovery flow, and the
connections view lacks a delete action.
> - Legacy managed worktrees can also start before their pending seed
operation runs.
> - This pull request makes app discovery the main Apps route and makes
connection management explicit.
> - It also seeds legacy managed worktrees before runtime startup and
makes the CLI read the repository-local config.
> - The benefit is a clearer Apps workflow and a safer managed-worktree
startup path.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the Apps navigation, app connection management, managed
git-worktree startup, and CLI worktree selection.

**Subsystem affected**

Cross-cutting. The change affects `ui/`, `server/`, `cli/`, and
development documentation.

**Current behavior**

The `/apps` route opens the connections list while discovery uses a
nested route. The connections list has no delete action. Some legacy
managed worktrees can start runtime work before their pending seed
operation runs. The CLI can also read an ambient Paperclip config
instead of the repository-local config.

**Proposed behavior**

The `/apps` route opens Browse, and `/apps/connections` opens the
connection list. Users can delete a connection after confirmation.
Runtime startup seeds legacy managed worktrees when required. The CLI
resolves the current worktree from the repository-local
`.paperclip/config.json` file.

**Reason and benefit**

Users can discover apps from the canonical Apps route and can manage
existing connections from a dedicated route. Legacy worktrees receive
their required repository content before agent runtime starts. CLI
worktree selection stays scoped to the current repository.

**Breaking changes**

The `/apps` and `/apps/browse` route behavior changes. Old Browse links
redirect to `/apps`. The change does not modify an API schema or
database schema.

## What Changed

- Make Browse the canonical `/apps` page and move the connection list to
`/apps/connections`.
- Align Apps navigation, redirects, attention links, empty states, and
connection actions with the new routes.
- Add connection deletion with confirmation and clear failure feedback.
- Seed legacy managed git worktrees before runtime startup when their
seed status is pending.
- Read the CLI worktree selection from the repository-local Paperclip
config.
- Update focused UI, server, CLI, and development documentation
coverage.

## Verification

- Ran 202 focused UI, server, and CLI tests. All tests passed.
- Ran `pnpm -r typecheck`. All projects passed.
- Ran `pnpm build`. All projects built successfully.
- Ran `pnpm test:run`. The server and UI stages passed 7,168 tests. The
CLI stage found one environment-sensitive secrets test because this
workspace injects static AWS credentials. The isolated CLI file passed
all 8 tests after those injected variables were unset.
- Ran `pnpm check:token-gates`. It reports 12 existing color-token
violations in the unchanged `PaperclipOrbit3D.tsx` file from the target
branch. This pull request does not modify that file.
- Ran focused regression coverage for repository-root CLI config
resolution and connection deletion state. All tests and affected package
typechecks passed.
- Collected all 27 tests in the six changed Playwright specifications
successfully.
- GitHub Actions passed every latest-head CI gate, including all three
e2e shards and the aggregate `e2e` and `verify` jobs.
- Greptile reviewed the final commit at 5/5 with zero unresolved
threads.

## Risks

- Existing bookmarks for `/apps/browse` redirect to `/apps`.
- Connection deletion changes visible connection state and requires user
confirmation.
- The legacy seed path runs only for managed git worktrees with pending
seed state. Tests cover the startup condition.
- The rebase preserves the target branch's direct OAuth policy for the
Notion connection flow.

> 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 the GPT-5 model family assisted this change. The agent
used reasoning, repository tools, code execution, and test execution.
The runtime does not expose the exact model snapshot or context-window
size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 14:26:40 -05:00
DottaandPaperclip 35132af161 fix(config): preserve extensions and guard invalid repairs (#11005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The CLI and server share a JSON configuration contract for local
installations and worktrees.
> - Existing config writes removed extension keys because Zod stripped
unknown object properties.
> - Invalid config files could also be replaced with defaults before an
operator preserved the original bytes.
> - Configuration updates must preserve operator edits and must not
rewrite files when the effective value is unchanged.
> - This pull request adds extension-preserving merges, guarded
invalid-config repair, atomic writes, and focused regression tests.
> - The benefit is safe setup and configuration reruns without data loss
or unnecessary mtime changes.

## Linked Issues or Issue Description

**What happened?**

Known-field updates through the CLI or server removed unknown top-level
and nested config keys. Non-interactive configure and onboard paths
could replace a present but invalid config with defaults.

**Expected behavior**

Writers preserve extension keys, skip semantic no-op writes, and require
explicit interactive confirmation before an invalid config is replaced.
Repair preserves an exact collision-safe backup first.

**Steps to reproduce**

1. Add an unknown top-level key and an unknown nested provider key to
`config.json`.
2. Update a known field through the CLI or worktree config writer.
3. Observe that the extension keys are removed on the base branch.
4. Write invalid JSON and run configure or onboard without an
interactive terminal.
5. Observe that the original file can be replaced without a durable
invalid-file backup on the base branch.

**Paperclip version or commit**

`master` at the pull request base commit.

## What Changed

- Accept unknown properties at each extensible config object boundary
while keeping every known field validated.
- Merge known-field updates into the parsed source config and preserve
only unknown extension data.
- Warn about near-match key names without deleting or changing them.
- Skip writes when the effective config is unchanged, which keeps file
mtimes stable.
- Write config changes through a temporary file, file sync, rename, and
directory sync.
- Distinguish a missing config from an invalid config in configure and
onboard.
- Back up invalid bytes as `config.json.invalid-N` and verify the source
still matches that backup before repair.
- Require interactive repair confirmation and reject non-interactive
replacement with an actionable message.
- Document the config preservation and repair behavior.

## Verification

- `pnpm exec vitest run packages/shared/src/config-schema.test.ts
cli/src/__tests__/config-store.test.ts
cli/src/__tests__/configure-repair.test.ts
cli/src/__tests__/configure.test.ts cli/src/__tests__/onboard.test.ts
server/src/__tests__/config-file.test.ts
server/src/__tests__/worktree-config.test.ts`
- `pnpm -r typecheck`
- `AWS_ACCESS_KEY_ID= AWS_SECRET_ACCESS_KEY= VITEST_MAX_WORKERS=1 pnpm
test:run`
- `pnpm build`
- Confirm all pull request checks are green on the latest commit.
- Confirm Greptile reports 5/5 with no unresolved comments.

## Risks

- Passthrough keeps misspelled keys. Near-match warnings make this
visible without destructive cleanup.
- Merge behavior must distinguish unknown extension keys from optional
known keys. Schema-aware regression tests cover preservation and
known-key deletion.
- Repair must not overwrite bytes that changed after backup. The writer
compares the current source with the selected backup before atomic
replacement.
- The change does not alter database schema, company scoping, or
activity logging.

> 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 model family. The exact deployment model ID and
context window are not exposed. Agentic reasoning, tool use, and code
execution were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 00:41:19 -05:00
DottaandPaperclip ca6416da81 fix(server): preserve hot-restart shutdown snapshots (#10815)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A guarded hot restart must preserve or finalize every active agent
run.
> - The server uses embedded PostgreSQL when `DATABASE_URL` is not set.
> - The database dependency installs signal handlers before Paperclip
installs its coordinated shutdown handler.
> - Those handlers can stop PostgreSQL before Paperclip writes the
shutdown snapshot.
> - ACP runs also use server-owned stdio and cannot be adopted after
that server exits.
> - This pull request keeps PostgreSQL available through snapshot and
drain, then uses the existing ordered stop.
> - The benefit is a complete restart report with no false adoption and
no missing snapshot loss.

## Linked Issues or Issue Description

**What happened?**

A guarded hot restart with a valid marker can report a live preflight
run as lost with reason `missing_shutdown_snapshot`. The
`embedded-postgres` package imports `async-exit-hook`. That package
registers `SIGINT` and `SIGTERM` listeners before Paperclip registers
its own shutdown listener. The dependency can close PostgreSQL while
Paperclip queries active heartbeat runs and writes the snapshot.

**Expected behavior**

Paperclip must keep its database available until it persists the
shutdown snapshot and completes any required run drain. A detached CLI
run must remain eligible for adoption. An ACP run must finish as
interrupted and queue a retry because its server-owned stdio cannot
survive the server.

**Steps to reproduce**

1. Run Paperclip from source with embedded PostgreSQL.
2. Start a local ACP-backed agent run.
3. Write a valid hot-restart marker for the current server process.
4. send `SIGTERM` through the service manager.
5. Inspect the restart report and server log.
6. Observe that PostgreSQL can close before the shutdown snapshot query
completes.

**Paperclip version or commit**

The defect reproduces on `2ab797dcbed0031c45c7335a0f497fea2a20bd9a`.

**Deployment mode**

Self-hosted server built from source, with embedded PostgreSQL and a
systemd service.

Related work: #9628 introduced hot-restart continuity. #10556 explores a
broader database ownership transfer. #10775 addresses ACP continuity
after replacement startup. This pull request uses a smaller path: it
keeps the current database owner alive through snapshot and drain, then
performs the existing explicit database stop.

## What Changed

- Remove only the `SIGINT` and `SIGTERM` listeners added by the embedded
PostgreSQL import.
- Preserve Paperclip's existing ordered database stop after heartbeat
snapshot and drain.
- Detect active ACP and server-stdio local runs before shutdown.
- Persist their complete snapshot before changing the marker to an ACP
drain request.
- Drain only ACP runs to an interrupted terminal state and queue their
retry.
- Keep detached CLI runs eligible for adoption in the same mixed
restart.
- Quiesce already-running scheduler queue claims before capturing the
snapshot and selective drain set.
- Report a selected ACP run as lost if process termination succeeds but
its terminal database write does not persist.
- Add the drain reason to the restart report.
- Document the normal path and the one-time recovery path across an
older affected build.

## Verification

- `PAPERCLIP_TEST_DATABASE_MODE=native pnpm --filter @paperclipai/server
exec vitest run src/__tests__/heartbeat-process-recovery.test.ts` — 100
passed.
- `pnpm exec vitest run server/src/shutdown.test.ts
server/src/services/hot-restart.test.ts` — 24 passed.
- The shutdown suite imports the real `embedded-postgres` package and
verifies that its eager signal listeners are absent after the guarded
import.
- The embedded PostgreSQL recovery suite verifies snapshot, pre-snapshot
scheduler quiescence, selective ACP drain, detached CLI adoption, queued
retry, original-run finalization, `lostRunIds=[]` in a mixed restart,
and fail-closed reporting when terminal persistence fails.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check` — passed.
- A full workspace typecheck reached the UI and stopped because the
shared local install does not contain its declared `@base-ui/react`
dependency. All server and preceding package checks passed. CI uses a
clean install and remains the authoritative full gate.

## Risks

- Low to moderate risk. This changes shutdown signal ownership and local
run behavior during guarded restarts.
- Paperclip already stops its managed embedded database explicitly. The
change removes only the dependency listeners that race the coordinated
path.
- ACP runs now retry instead of receiving an unsafe bare-process
adoption. Detached CLI runs keep their existing adoption behavior.
- The report adds one field. There is no schema migration or breaking
API change.

> 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 runtime did not expose a more specific
model revision or context-window size. Reasoning, repository editing,
shell execution, and test execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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>
2026-08-04 11:44:43 -05:00
Devin Foley 97590ff8c4 feat(dev): add pnpm dev:mobile and dev:both for prebuilt UI preview (#10718)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI is a React SPA served by the paperclip server; the
standard local dev flow is `pnpm dev`, which runs vite in dev mode with
HMR and an unbundled module graph
> - The unbundled dev bundle is hundreds of MB of JS across many
requests, which is fine on a local machine but unusable from a phone or
tablet on slow/lossy links (airplane wifi, mobile data, distant tailnet
peers)
> - Contributors who want to iterate on the board from a mobile device
today have no supported way to preview a small production-shaped bundle
without stopping the dev server and running a one-off `vite preview`
with manual proxy plumbing
> - This pull request adds `pnpm dev:mobile` — build the UI and serve
`ui/dist` via `vite preview` on port 3101, with `/api` proxied to the
running dev server on 3100 — plus `pnpm dev:both` to run both flavors
together
> - The benefit is a supported second flavor of the dev server for
phones/tablets that runs alongside the normal one, without touching the
primary `pnpm dev` flow

## Linked Issues or Issue Description

**Subsystem affected**

ui/ — React + Vite board UI

**Problem or motivation**

The vite dev server serves an unbundled module graph, which is fine on
localhost but unusable from a phone or tablet on a slow link.
Contributors testing responsive behavior on mobile devices have no
supported way to serve a small production-shaped SPA against the running
dev API. Running `vite preview` directly does not work either — the
server's board mutation guard checks that the browser's Origin matches
the request Host, and a preview on a second port would fail every
mutation.

**Proposed solution**

Add two root scripts:

- `pnpm dev:mobile` — build `ui/dist` and serve it via `vite preview` on
port 3101, with `/api` proxied to the API server on 3100.
- `pnpm dev:both` — run `pnpm dev` and `pnpm dev:mobile` together in a
single terminal with prefixed output and shared signal handling.

The vite preview config binds `0.0.0.0`, sets `allowedHosts: true` so it
accepts arbitrary hostnames (LAN, tailnet, ngrok, etc.), and the shared
`/api` proxy forwards the client's original Host header as
`x-forwarded-host`. The paperclip server's mutation guard already
prefers `x-forwarded-host` over `host` when computing trusted origins,
so the browser's Origin becomes trusted automatically.

**Alternatives considered**

- Bespoke node proxy script — works but duplicates what vite preview
already does.
- Loosen the mutation guard to accept arbitrary origins — reduces
security for the primary server for the sake of a dev-only workflow.
- Second server config that binds a second port from the paperclip
server itself — much larger change and mixes runtime concerns with a
dev-tooling convenience.

## What Changed

- New `pnpm dev:mobile` script — build UI then run `vite preview` on
port 3101.
- New `pnpm dev:both` script — run `pnpm dev` and `pnpm dev:mobile`
together via `scripts/dev-both.mjs`, which prefixes each child's output,
propagates SIGINT/SIGTERM, and exits when either child exits.
- `ui/vite.config.ts` — add a `preview` block (port 3101, host
`0.0.0.0`, `allowedHosts: true`, shared `/api` proxy).
- New `ui/src/lib/vite-api-proxy.ts` — extracts the `/api` proxy factory
shared by dev and preview, and forwards the client Host as
`x-forwarded-host` (plus `x-forwarded-proto`).
- New unit test `ui/src/lib/vite-api-proxy.test.ts` covering the
header-injection behavior and the pass-through when no Host is present.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/vite-api-proxy.test.ts` — 3 tests pass.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `pnpm --filter @paperclipai/ui build` — clean.
- Manual: ran `vite preview` against an echo listener and confirmed the
request arrives with `x-forwarded-host` set to the client Host header
and `x-forwarded-proto: http`. Then ran `pnpm dev:mobile` against the
live dev server and verified board mutations (mark issue read, resolve
recovery action, run routine) succeed from a second-port browser session
that previously 403'd.

## Risks

Low risk. Changes are limited to dev tooling — no runtime code paths, no
server changes, no schema/migrations. The `apiProxy` refactor is a no-op
behaviorally for the existing dev server (same target, same `ws: true`);
the only new behavior is the two `x-forwarded-*` headers, and the server
side already prefers those headers when trusting origins. `dev:mobile`
and `dev:both` are additive; existing `pnpm dev` is untouched.

## Model Used

Claude Opus 4.7 (1M context), extended thinking, tool use (bash, file
edits).

## 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
2026-08-02 20:26:03 -07:00
dcac49a4fd feat(workspaces): defer isolated setup until runtime start (#10653)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Isolated workspaces give each task a safe and reproducible checkout.
> - The existing setup cloned the development database before an agent
needed to run the app.
> - This made worktree creation slower and heavier for tasks that never
start a service.
> - Runtime services already use one server start path for heartbeat,
operator, and startup recovery flows.
> - This pull request moves heavy setup to that start path and keeps
worktree creation lean.
> - The benefit is faster isolated workspace creation with the same
reliable runtime setup when a service starts.

## Linked Issues or Issue Description

Related pull request: #10652 covers the initial deferred
database-seeding slice. This pull request supersedes it with end-to-end
runtime provisioning and safe cleanup.

**What existing behavior does this improve?**

This improves isolated worktree creation, runtime service startup, and
isolated instance cleanup.

**Subsystem affected**

Cross-cutting: CLI worktree setup, server runtime orchestration, shared
workspace contracts, and development scripts.

**Current behavior**

Paperclip seeds an isolated development database during worktree
creation. It can also leave an isolated instance directory after
workspace teardown. This work happens even when no runtime service
starts.

**Proposed behavior**

Paperclip creates the worktree with a lean eager setup. It runs an
idempotent runtime provision command before the first managed service
spawn. Concurrent starts share one provision attempt. Teardown removes
the isolated instance safely.

**Reason and benefit**

Many agent tasks only edit and test code. They do not need a running
Paperclip instance. Deferring the database seed reduces workspace
startup cost while preserving automatic setup for tasks that start the
app.

**Breaking changes**

None. The new runtime provision command is optional. Existing workspace
behavior is unchanged when it is absent.

## What Changed

- Split Paperclip worktree setup into a lean eager script and an
idempotent runtime provision script.
- Added `runtimeProvisionCommand` to project, issue, realized workspace,
and persisted workspace contracts.
- Added a per-workspace provision mutex before local service spawn for
heartbeat, operator, and startup recovery flows.
- Added a persisted `provisioning` service state and the
`workspace_runtime_provision` operation phase.
- Kept provision time outside the service readiness timeout and made
failed attempts visible and retryable.
- Reclaimed isolated instance data during safe workspace teardown.
- Serialized deferred database seeding across processes and bound
teardown to the instance root captured in persisted workspace metadata.
- Added tests for config flow, concurrency, retry, no-op behavior,
readiness timing, scripts, CLI commands, and cleanup.
- Documented the eager and runtime provisioning contracts.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase
exposed one environment-sensitive AWS doctor assertion because the agent
runtime injects static AWS credentials)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when
non-secret provider config is present'`
- Focused runtime tests cover serialized provisioning, retry after
stderr failure, absent-command no-op behavior, operation logging,
persisted state order, and readiness timeout exclusion.
- Focused CLI and cleanup tests cover concurrent seed serialization,
stale-lock fail-closed behavior, persisted instance ownership, and
rewritten sibling pointers.

## Risks

- A faulty runtime provision script blocks service startup. Paperclip
records stderr, marks the service failed, and retries on the next start.
- Concurrent service requests share an in-process provision attempt,
while the seed command uses an atomic filesystem lock across processes.
A stale lock fails closed and requires an operator to verify no seed is
running before removing it.
- Isolated instance cleanup is destructive. The cleanup service
validates ownership and path containment before removal.

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

## Model Used

- OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and
code execution. The service does not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-02 10:37:10 -05:00
173d6d2a71 Reclaim isolated worktree instances during teardown (#10649)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip creates isolated instances for server-managed git
worktrees.
> - The worktree teardown path removes the git worktree but leaves its
isolated instance directory behind.
> - The leaked directory can retain an embedded PostgreSQL process and
database files.
> - Teardown must remove only the collision-resistant instance assigned
to that exact worktree path.
> - This pull request stops the verified embedded PostgreSQL process and
removes the guarded instance directory.
> - The benefit is complete worktree cleanup without risk to another,
default, or live Paperclip instance.

## Linked Issues or Issue Description

**What happened?**

Closing a server-managed git worktree removed the git worktree and
branch, but it left the isolated Paperclip instance directory behind. A
live embedded PostgreSQL process could also keep running against that
directory.

**Expected behavior**

Worktree teardown must stop the isolated embedded PostgreSQL process and
remove only the instance assigned to that exact worktree. It must refuse
mismatched instance IDs and all paths outside
`PAPERCLIP_WORKTREES_DIR/instances/`.

**Steps to reproduce**

1. Create a server-managed git worktree with a repo-local
`.paperclip/.env` file.
2. Start its isolated embedded PostgreSQL instance.
3. Close the execution workspace.
4. Observe that the git worktree is removed but the isolated instance
directory remains.

**Paperclip version or commit**

The bug reproduces on `master` before this change.

**Deployment mode**

Local development with a server-managed git worktree and embedded
PostgreSQL.

## What Changed

- Give server-managed worktrees collision-resistant instance IDs derived
from their resolved absolute paths.
- Capture the repo-local instance pointer before custom teardown
commands can remove it.
- Require the pointer's instance ID to match the exact worktree-derived
ID.
- Resolve and validate the instance path against the canonical managed
worktree instance root.
- Verify and stop the matching embedded PostgreSQL process before
directory removal, including process-exit races.
- Record successful and refused cleanup operations in the workspace
operation log.
- Add focused ownership, process-race, path-safety, and runtime
integration tests.
- Document automatic isolated-instance cleanup for server-managed
worktrees.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-instance-cleanup.test.ts` — 9 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-runtime.test.ts -t "records teardown and cleanup
operations when a recorder is provided"` — 1 test passed and 99 tests
skipped.
- `node scripts/__tests__/provision-worktree-self-heal.test.mjs` — 4
tests passed.
- `bash -n scripts/provision-worktree.sh` — passed.
- `pnpm --filter @paperclipai/server build` — passed.
- `git diff --check` — passed.

## Risks

The main risk is removal of the wrong instance directory. Provisioning
assigns a path-derived ID with a SHA-256 suffix, and cleanup requires
that exact ID in addition to a safe instance identifier, an absolute
configured home, a strict child path, canonical path checks, and a
second canonical path check immediately before removal. It refuses
legacy or mismatched IDs, symlink escapes, and all paths outside the
managed worktree instance root. Cleanup failures become visible warnings
and do not delete an unverified path.

> 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 runtime does not expose the exact model
snapshot or context-window size. The agent used reasoning, repository
tools, GitHub tools, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Paperclip <paperclip@paperclip.ing>
2026-08-01 20:41:11 -05:00
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>
2026-07-31 21:55:59 -07:00
DottaandPaperclip 1ee1275f11 fix(adapters): persist ACPX process identity for hot restart (#9838)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents for work.
> - Local agent heartbeats need durable process identity so the server
can supervise them.
> - The ACPX runtime owns the child process used by `codex_local`
sessions.
> - ACPX did not expose the child PID and start time to the Paperclip
adapter.
> - Warm ACPX runtimes can also serve a later heartbeat without a new
spawn event.
> - A hot restart could therefore classify a live Codex run as lost
because its heartbeat row had no process identity.
> - This pull request forwards ACPX spawn identity, reuses it for
compatible warm heartbeats, and fails closed when identity cannot be
persisted.
> - The benefit is reliable hot-restart adoption for eligible local
Codex runs.

## Linked Issues or Issue Description

No matching public GitHub issue was found.

**What happened?**

A `codex_local` heartbeat could run through ACPX without a persisted
`processPid` or `processStartedAt`. A Paperclip hot restart then had no
durable identity for the live ACP child. Recovery could classify the run
as `process_lost` even while the child was still alive.

**Expected behavior**

ACPX reports the real child PID and start time before the first prompt.
A compatible warm runtime reports the same known identity to each later
heartbeat that reuses the child. ACPX stops the child if the identity is
invalid or persistence fails. Hot-restart recovery can then adopt the
live run.

**Steps to reproduce**

1. Start a `codex_local` heartbeat through the ACPX execution lane.
2. Keep the run active during a Paperclip hot restart.
3. Inspect the heartbeat row before this change.
4. Observe that the process identity can be null and recovery cannot
adopt the live child.

**Reproduced on**

- Paperclip `master` before this change.
- Linux source deployment.
- `codex_local` with ACPX `0.12.0`.

## What Changed

- Add an awaited `onAgentSpawn` lifecycle hook to the patched ACPX
runtime.
- Forward the ACP child PID and start time through the adapter `onSpawn`
callback.
- Keep a mutable callback sink for cached runtimes so a later respawn
updates the current heartbeat.
- Reuse the last known process identity when a compatible warm heartbeat
reuses the existing child.
- Kill the ACP child and fail session startup when the PID is invalid or
identity persistence rejects.
- Add ACPX and heartbeat recovery tests for callback ordering, warm
reuse, failure cleanup, durable row identity, and hot-restart adoption.
- Document the one-time drain required when an installed pre-fix run
already lacks process metadata.

## Verification

-
`PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/test-home-execute-escalated"
pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts` — 89 passed.
-
`PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/test-home-recovery-escalated"
pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts` — 92 passed.
-
`PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/test-home-remote-smoke-escalated"
pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/remote-spawn-smoke.test.ts` — 3
passed.
-
`PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/test-home-ci-repro-escalated"
pnpm exec vitest run
server/src/__tests__/heartbeat-dependency-scheduling.test.ts` — 6
passed.
- `pnpm --filter @paperclipai/adapter-utils typecheck` — passed.
- Reverse and forward dry-run application of `patches/acpx@0.12.0.patch`
— passed.
- `git diff --check` — passed.
- `git diff --exit-code origin/master...HEAD -- pnpm-lock.yaml` —
passed.
- `git diff --exit-code origin/master...HEAD -- .github/workflows` —
passed.

## Risks

- Runtime risk is low to moderate. ACPX now awaits process-identity
persistence during child startup.
- ACPX kills the child when persistence fails. This prevents an
unsupervised process, but it makes that heartbeat fail visibly.
- A compatible warm heartbeat reuses the identity of the existing ACP
child. Regression tests verify that identity is persisted before the
next prompt.
- The change updates the vendored ACPX patch. Package installation must
apply that patch.
- There are no schema, migration, public API, UI, workflow, or lockfile
changes.

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

## Model Used

- OpenAI Codex used GPT-5.3-Codex for the earlier implementation.
- OpenAI Codex used GPT-5 for the lifecycle-hook revision and the
current fail-closed review fix. The runtime did not expose a more
specific snapshot ID or context-window size. Both runs used reasoning,
repository tools, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 14:43:46 -07:00
DottaandPaperclip 7cfb655f60 fix(worktree): disable automatic database backups (#10520)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip creates isolated instances for linked git worktrees so
development does not affect the primary instance
> - Those instances inherited the source instance's automatic
database-backup setting and also repaired older configs without
overriding it
> - As worktrees accumulated, each isolated instance could schedule its
own backup stream, producing redundant backup churn for disposable
database clones
> - This pull request makes backup disablement an invariant of worktree
config creation and repair
> - The benefit is that automatic backups remain focused on the durable
primary instance while isolated development instances stop accumulating
redundant backup files

## Linked Issues or Issue Description

No public GitHub issue exists for this bug, so the report is included
here. The closest related open change is Refs #10266, which hardens
where worktree config repair may write; this PR changes the backup
policy applied by that repair and by worktree initialization.

### What happened?

Isolated worktree instances copied `database.backup.enabled` from their
source config. When the source instance enabled automatic backups (the
normal default), every linked worktree also enabled a scheduled backup
stream. Existing worktree configs kept that state during startup repair,
so the redundant backups continued after the policy changed.

### Expected behavior

Automatic database backups are disabled for isolated worktree instances
created by `paperclipai worktree init` or `paperclipai worktree:make`,
and legacy worktree configs are migrated to that policy during normal
startup repair. The durable primary/default instance keeps its existing
backup behavior.

### Steps to reproduce

1. Start from a Paperclip instance whose database backup setting is
enabled.
2. Create or initialize a linked worktree with `paperclipai worktree
init`.
3. Inspect the generated worktree config and environment.
4. Before this change, the config retained `database.backup.enabled:
true` and the environment had no disabling override; after this change,
the config is false and `PAPERCLIP_DB_BACKUP_ENABLED=false` is
persisted.

### Paperclip version, deployment mode, and environment

- Reproduced against `master` before commit `ea5e0a0269`.
- Deployment mode: local trusted development with linked git worktrees
and embedded PostgreSQL.
- Environment: Node.js 22, pnpm workspace install.

## What Changed

- Always generate isolated worktree configs with automatic backups
disabled.
- Persist `PAPERCLIP_DB_BACKUP_ENABLED=false` in generated worktree
environments.
- Repair existing isolated worktree configs and environments that still
enable backups.
- Add CLI and server regression coverage for creation and legacy repair
paths.
- Document the worktree-specific backup policy and primary-instance
exception.

## Verification

- `pnpm exec vitest run cli/src/__tests__/worktree.test.ts
server/src/__tests__/worktree-config.test.ts` — 52 tests passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- All repository commands above were run with inherited worktree runtime
identity variables removed.

## Risks

- Low operational risk: the change is limited to explicitly isolated
worktree instances.
- Operators who intentionally relied on automatic backups of disposable
worktree databases will now need to run a manual backup or explicitly
manage those files outside the scheduled worktree runtime.
- No schema, migration, API, UI, lockfile, or workflow changes.

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

## Model Used

- OpenAI Codex based on GPT-5 (the runtime does not expose a more
specific snapshot ID or context-window value), using reasoning, tool
use, local code execution, and GitHub CLI integration.

## 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>
2026-07-30 17:35:04 -07:00
DottaandPaperclip 992389480a fix(server): restore hot-restart run adoption (#9647)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The local heartbeat/runtime subsystem starts long-running local
agent processes and records their run state.
> - Operators sometimes need to rebuild and restart the Paperclip server
while local agent processes are still alive.
> - A normal restart should remain conservative, but a guarded
production hot restart needs an explicit marker, startup reconciliation,
and an inspectable report.
> - The broader hot-restart PR is currently merge-conflicted, so this
pull request lands the minimal server-side recovery path on current
`master`.
> - The benefit is that deploy operators can restart from a current
branch without reverting production changes and without marking adopted
live runs as `process_lost`.

## Linked Issues or Issue Description

No public GitHub issue exists for this deploy-safety fix.

Bug fix:

- What happened: the current deployable `master` branch did not include
the hot-restart marker CLI, startup adoption report path, or health
version proof needed by guarded service restarts.
- Expected behavior: a deploy operator can write a one-shot marker
before restarting, the old server snapshots eligible running child
processes, the new server reports adopted/finalized/lost runs, and
adopted live runs are not reaped as `process_lost`.
- Steps to reproduce: restart a server with running local child-process
heartbeat runs without the marker/adoption path; startup orphan reaping
has no adoption metadata and treats live detached children as lost.
- Paperclip version/commit: fixed on top of `master` at `b606869a6`.
- Deployment mode: production/local-service style deployments that
rebuild and restart the primary `paperclip.service`.
- Related PR: Refs #9628. This PR intentionally lands a smaller
deploy-safe subset because #9628 is currently merge-conflicted.
- Duplicate search: searched public PRs/issues for `hot restart` and
`process_lost adoption`; #9628 is the directly related prior
implementation.

## What Changed

- Added `scripts/request-hot-restart.ts` to write a one-shot hot-restart
intent marker under `PAPERCLIP_HOME`.
- Added `server/src/services/hot-restart.ts` for intent/report path
resolution, parsing, atomic writes, shutdown snapshots, and marker
cleanup.
- Wired server shutdown/startup so explicit hot restarts snapshot active
runs, skip the normal heartbeat drain, reconcile live child processes on
boot, and write `hot-restart-report.json`.
- Preserved adopted run metadata so normal orphan reaping does not
regress adopted live runs to `process_lost`.
- Added `serverVersion` health proof alongside existing `version`, plus
docs and regression coverage.

## Verification

- `pnpm vitest run server/src/__tests__/health.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts` — 2 files
passed, 100 tests passed.
- `pnpm --filter @paperclipai/server typecheck`
- `env PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/hot-restart-cli-smoke"
pnpm --filter @paperclipai/server exec tsx
../scripts/request-hot-restart.ts --server-pid 12345`
- Branch ancestry checked after `git fetch origin master`:
`origin/master` was `b606869a6`, and `HEAD..origin/master` was empty.

## Risks

- Medium risk: process adoption depends on PID/PGID metadata and the
service manager leaving child processes alive for the guarded restart.
- Normal restarts remain conservative, but an incorrect marker PID
intentionally falls back to graceful drain instead of adoption.
- The PR is server-only and does not include the broader
UI/experimental-setting work from #9628.

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

## Model Used

- OpenAI GPT-5 via Codex coding agent in a Paperclip execution
workspace; tool use and shell/code execution enabled; context window not
surfaced by this runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-16 02:46:09 -05:00
DottaandPaperclip d3919713bc [codex] Document Storybook visual baseline platform lock (#9216)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Storybook visual baselines protect UI surfaces from unintended
visual drift.
> - Pixel-perfect screenshot baselines are sensitive to OS, font
rasterization, and browser environment.
> - The suite already stores external baseline artifacts and has an
opt-in CI path.
> - Local runs on non-matching platforms can report false-positive diffs
unless the platform lock is explicit.
> - This pull request documents the Linux/Ubuntu baseline constraint and
makes the local static server port explicit.
> - The benefit is clearer visual-review guidance and more predictable
Playwright web server startup.

## Linked Issues or Issue Description

No public GitHub issue exists.

### What happened?

The Storybook visual baseline suite requires a matching Linux capture
environment for pixel-exact comparisons, but the docs did not clearly
warn local users that non-Linux environments can produce false-positive
diffs. The Playwright web server command also relied on the static
server's default port instead of passing the configured port explicitly.

### Expected behavior

Developers should see clear Linux/Ubuntu baseline guidance before
running the visual suite locally, and Playwright should start the
Storybook static server on the same explicit port that the test config
expects.

### Steps to reproduce

1. Review the Storybook visual docs before this PR.
2. Run or inspect the Storybook visual Playwright config.
3. Notice the missing platform guidance and implicit static server port
coupling.

### Paperclip version or commit

Reproducible on `master` before this branch.

### Deployment mode

Local dev (pnpm dev) / built from source.

## What Changed

- Documents the Linux/Ubuntu-only baseline limitation in the developer
docs and visual-suite README.
- Adds `--port` parsing and validation to the Storybook static server
helper.
- Adds regression coverage for `--port` followed by another flag.
- Passes the Playwright web server port explicitly from the Storybook
visual config.

## Verification

- Passed: `node --check scripts/serve-storybook-static.mjs`
- Passed: `node --test
scripts/__tests__/serve-storybook-static.test.mjs`
- Passed: `node --test
scripts/__tests__/storybook-visual-baseline.test.mjs`
- Greptile: 5/5 with no unresolved review threads after commit
`94a649755a2ae7c4a34a3e8a1f16ec4d26d738fd`.
- Not run: full `pnpm test:storybook-visual`, because it builds
Storybook and runs the browser visual suite; this PR only changes docs
plus server port plumbing.

## Risks

Low risk. The server still defaults to port 6106 when no explicit port
is provided, and invalid port values now fail fast with a clear error
before the Playwright server waits for an unreachable URL.

## Model Used

OpenAI GPT-5 Codex coding agent with local command execution and
repository editing 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>
2026-07-08 07:23:02 -05:00
c07e650cd7 feat(ui): single-source design tokens, visual regression suite, and theme retune (#9134)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its UI is the operator's daily surface: task lists, boards, budgets,
agent status — all built on shadcn components and Tailwind
> - Visual values (colors, spacing, type sizes, radii) were hardcoded at
~1,600 call sites: the same "small gray label" was 9/10/11px depending
on the file, charts disagreed with chips about status colors, two
toggle-switch implementations coexisted in two greens, and there was no
visual regression coverage
> - This made the UI drift-prone and made any restyle a
hundreds-of-files project, which discourages design iteration
> - This pull request extracts visual values into a single token layer
in `ui/src/index.css`, adds a Storybook visual regression suite backed
by external immutable baseline archives, and then applies a deliberate
retune reviewed change-by-change on screenshot diffs
> - The benefit is that Paperclip's look becomes a config surface:
retheming is a token edit reviewed as a snapshot diff, drift is blocked
by a token gate, and future UI PRs can prove exactly what changed
visually without committing hundreds of PNGs

## Linked Issues or Issue Description

No existing public issue covers this work (searched "design tokens",
"visual regression", "design system" across issues and PRs). Related in
spirit: Refs #8982 (theming a hardcoded panel — a one-off instance of
the same problem class this PR addresses systematically).

**Problem (feature-request form):** UI visual values are hardcoded per
call site with no source of truth and no regression coverage;
consistency depends on reviewer memory, and restyling requires mass file
edits.
**Proposed solution (this PR):** a single token layer + enforcement gate
+ externally stored visual snapshot suite, then an intentional restyle
on top of that foundation.

## What Changed

- **Token extraction (zero visual change, machine-verified during
development):** committed codemods (`scripts/codemod-*.mjs`) moved
~1,600 hardcoded color/type/spacing/radius/shadow/misc values into named
tokens in a non-inline `:root` block of `ui/src/index.css`.
- **Visual regression suite:** `pnpm test:storybook-visual` covers 255
stories × light/dark = 510 Playwright screenshots at `maxDiffPixels: 0`,
plus new primitive-coverage stories and deterministic-render fixes.
- **External visual baselines:** committed PNG snapshots were removed.
`tests/storybook-visual/baseline-manifest.json` pins an immutable
archive URL/hash/size/count, and `scripts/storybook-visual-baseline.mjs`
handles `download`, `verify`, `pack`, and trusted maintainer `upload`
flows.
- **Opt-in visual CI artifacts:** added a `Storybook Visual` workflow
that runs on manual dispatch or PRs labeled `storybook-visual`,
downloads/verifies the baseline, runs Playwright, and uploads Playwright
report/test-result artifacts for review. Normal PR runs do not mutate
baseline objects.
- **Token gate:** `pnpm check:token-gates` — zero hex literals, zero
arbitrary bracket values, zero raw font-sizes in `ui/src/components/**`
and `ui/src/pages/**`, with a documented inline allowlist for legitimate
opt-outs.
- **Theme retune (intentional, snapshot-reviewed):** new base theme
values; radius ladder derived from a single `--radius` knob; micro-type
cluster collapsed to a named ladder (`--text-nano/micro/compact` +
Tailwind `text-xs`/`text-sm`); letter-spacing collapsed to named steps.
- **One status-color vocabulary:** charts, quota/budget bar fills,
RUNNING/live chips, and liveness indicators all use the canonical
`--status-*` hues. Light-mode legibility fixes for red alert surfaces
that used dark-tuned text classes.
- **One switch:** `ToggleSwitch` restyled to the registry capsule form,
second hand-rolled implementation removed, and all call sites unified.
- **Docs:** `DESIGN.md` is the design contract; `doc/design/` holds
audit reports, decision logs, and updated guidance for external baseline
review/update workflows.
- Dead code removed (`agentStatusBadge` duplicate map), byte-identical
contrast constants consolidated, semantic renames
(`--project-seed`/`--project-none`, `--liveness-blue`).

## Verification

- `pnpm check:token-gates` — 3/3 gates CLEAN during the design-system
run
- `pnpm typecheck` && `pnpm --filter @paperclipai/ui build` — green
during the design-system run
- `node --test scripts/__tests__/storybook-visual-baseline.test.mjs` —
pass after external-baseline rework
- `pnpm exec tsc --noEmit --pretty false --module NodeNext
--moduleResolution NodeNext --target ES2022 --types
node,@playwright/test tests/storybook-visual/playwright.config.ts
tests/storybook-visual/storybook-visual.spec.ts` — pass after
external-baseline rework
- `git diff --check origin/pr/9134..HEAD` — pass after external-baseline
rework
- `find tests/storybook-visual -type f -name '*.png' -print | wc -l` —
`0`
- `node scripts/storybook-visual-baseline.mjs verify` — intentionally
fails closed until the first trusted maintainer publishes the baseline
archive and updates `baseline-manifest.json`

## Risks

- **Large but shallow:** the PR still touches many UI files due to
mechanical token extraction and retune work, but committed PNG snapshot
churn has been removed from the branch.
- **Baseline publication required before the visual suite can pass in
clean clones:** the manifest currently has placeholder archive metadata.
A trusted maintainer must publish the first immutable archive, then
update `baseline-manifest.json`.
- **Rendering platform variance:** the external baseline should be
captured in the documented Linux/Chromium environment. Future CI runs
verify against the pinned archive and fail closed on checksum/count
mismatch.
- **Visual CI is opt-in while stabilizing:** add the `storybook-visual`
label or dispatch the workflow manually to produce downloadable
Playwright report/test-result artifacts.
- **Scheduled follow-ups, deliberately out of scope:** Tailwind palette
classes map to semantic tokens in a dedicated pass; card/pill component
consolidation; ESLint ratchet. Tracked in
`doc/design/DECISION-SHEET.md`.

## Model Used

Claude Fable 5 (Anthropic, `claude-fable-5`, Mythos-class tier) with
extended thinking, running in Claude Code with tool use; mechanical
phases delegated to Claude Sonnet subagents. Follow-up external-baseline
rework assisted by OpenAI Codex (`gpt-5` coding agent with repository,
terminal, and GitHub tool use). All bulk rewrites executed via
deterministic, idempotent scripts committed in `scripts/`; intentional
visual changes were human-reviewed on screenshot contact sheets.

## 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 targeted local verification and documented the
intentional baseline-publication failure above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green *(pending new CI run after this
rework)*
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
*(pending review)*
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-07 16:22:16 -05:00
DottaandPaperclip be821a4f7e Fix DB backup health alerts (#9147)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators depend on `/api/health` and OpenAPI status surfaces to
know whether the local control plane is healthy.
> - Database backups are a safety-critical background process, but
backup failures were not represented in health responses.
> - That gap means an instance can look healthy while backup state is
stale, failing, or unavailable.
> - This pull request adds backup-health evaluation and exposes it
through the health route, server startup wiring, and OpenAPI contract.
> - The benefit is earlier operator visibility when automatic backups
stop protecting instance data.

## Linked Issues or Issue Description

No public GitHub issue exists. Inline bug report:

**Pre-submission checklist**

- [x] I have searched existing open and closed issues and this is not a
duplicate.
- [x] I am on the latest released version of Paperclip (or can reproduce
on `master`).
- [x] I have confirmed the error originates in Paperclip itself — not in
my agent adapter, API provider, or local configuration.

**What happened?**

Automatic database backup health was not included in the app health
response, so backup failures or stale backups could be missed while
`/api/health` still looked otherwise usable.

**Expected behavior**

The health endpoint should include backup-health details that let
operators identify disabled, stale, failing, or healthy backup states.

**Steps to reproduce**

1. Configure a Paperclip instance with automatic database backups.
2. Force backup status into a stale or failing state.
3. Call `/api/health` and inspect whether backup state is represented.

**Paperclip version or commit**

`master` at the PR base.

**Deployment mode**

Local dev (`pnpm dev`) and self-hosted server deployments.

**Installation method**

Built from source (`pnpm dev` / `pnpm build`).

**Agent adapter(s) involved**

- [x] Not adapter-specific (core bug)

**Database mode**

Embedded development Postgres and external Postgres backup paths.

**Access context**

Board/operator health checks.

**Relevant logs or output**

Covered by the added `server/src/__tests__/health.test.ts` cases.

**Relevant config (if applicable)**

Not applicable.

**Additional context**

This surfaces backup status only; it does not change backup execution
scheduling.

**Privacy checklist**

- [x] I have reviewed all pasted output for PII (usernames, file paths,
API keys, tokens, company names) and redacted where necessary.

## What Changed

- Added a database backup health service that classifies backup recency,
status, and failure conditions.
- Wired backup health into app/server startup and the health route
response.
- Documented the backup-health behavior in development docs and OpenAPI
output.
- Added focused health route tests for healthy, stale, disabled, and
failing backup states.

## Verification

- `/srv/paperclip/home/paperclipai/paperclip/node_modules/.bin/vitest
run server/src/__tests__/health.test.ts`

## Risks

Low-to-medium risk. This changes health response content and may affect
external health consumers that parse fields strictly. It should not
alter backup execution itself.

> 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-5.5 coding agent with repository tool use and local
shell execution. Context window was not surfaced by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-07 05:54:20 -05:00
DottaandPaperclip 574b4e71db [codex] Bundle UI webfonts with the app (#9020)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The browser UI depends on the Inter font family for its intended
visual baseline
> - The app previously referenced remote Google Fonts stylesheets at
runtime
> - That meant self-hosted, offline, or privacy-sensitive deployments
could lose the intended typography or depend on an external request
> - This pull request bundles the required Inter variable font files
with the UI and serves them from the app
> - A normal UI test now covers the static assets and CSS wiring without
adding a package script or build step
> - The benefit is a more reliable, self-contained UI that does not rely
on third-party webfont hosting

## Linked Issues or Issue Description

No public GitHub issue was found for this exact gap.

**Subsystem affected**
ui/ — React + Vite board UI

**Problem or motivation**
Paperclip's UI should ship the webfont assets it references so
production and self-hosted deployments render consistently without
reaching out to Google Fonts at runtime.

**Proposed solution**
Bundle the Inter variable font files under the UI public assets, load
them with local `@font-face` declarations, document the bundled assets,
and cover the source assets/CSS wiring with a normal UI Vitest test.

**Alternatives considered**
Keeping the remote stylesheet dependency is simpler, but leaves
deployments dependent on external font hosting. Using system fonts only
would avoid the asset footprint, but changes the intended UI typography.

**Roadmap alignment**
This is a focused UI reliability/polish fix, not a roadmap-level core
feature.

**Additional context**
Searched public GitHub issues and PRs for `webfonts
repo:paperclipai/paperclip`; no duplicates or closely related open items
were found.

## What Changed

- Added bundled Inter variable font assets and their notice under
`ui/public/fonts/`.
- Replaced remote Google Fonts imports with local `@font-face`
declarations using relative public-asset URLs that remain subpath-safe
from built CSS.
- Documented the local font asset expectation in development and UI spec
docs.
- Removed the follow-up font asset checker scripts and package/build
wiring after review feedback clarified they are not required for
building the UI.
- Added `ui/src/lib/ui-font-assets.test.ts` to verify the shipped WOFF2
files, notice text, and CSS font references through the normal UI test
suite.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/ui-font-assets.test.ts --config vitest.config.ts`
  - Passed.
- Confirms the bundled font files exist, are WOFF2 files, have notice
coverage, and are referenced by `ui/src/index.css`.
- `pnpm --filter @paperclipai/ui build`
  - Passed.
- Confirmed the UI still builds after removing the checker from
`ui/package.json`.
- Confirmed `ui/dist/fonts/` contains `InterVariable.woff2`,
`InterVariable-Italic.woff2`, and `NOTICE.md` after the build.
- The UI build emitted existing warnings about `::highlight(...)`, a
dynamic/static import overlap for `MarkdownEditor.tsx`, unresolved
relative public font URLs left for runtime resolution, and large chunks,
but completed successfully.

## Risks

Low risk. This adds static font assets and swaps the font source from a
remote stylesheet to same-origin files. The main tradeoff is a larger
repository/UI asset footprint from the bundled `.woff2` files.

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

## Model Used

OpenAI Codex, GPT-5-based coding agent, tool-enabled terminal/GitHub
workflow with reasoning support.

## 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>
2026-07-06 11:02:45 -05:00
a8f0ebaa80 Refresh run config before reusing workspaces (#8797)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs are assembled by the heartbeat service from agent config,
project workspaces, environment config, secret bindings, skills, and
runtime session state.
> - The heartbeat service intentionally reuses adapter sessions,
execution workspaces, and sandbox leases when that preserves useful
state.
> - Reuse becomes incorrect when the effective next-run config changes
after a saved session, workspace, or lease was created.
> - Stale reuse can make a later run appear pinned to old agent,
environment, secret, instruction, or workspace settings.
> - This pull request records non-sensitive fingerprints for the
effective session, workspace, and lease config at run boundaries.
> - When those fingerprints drift, Paperclip refreshes persisted runtime
config or starts fresh execution instead of reusing stale state.
> - The benefit is predictable next-run config freshness without storing
raw secret values, full env maps, provider credentials, or private path
details.

## Linked Issues or Issue Description

- Refs #8058
- Related PRs checked during dedup search: #4968, #4155, #84, #8480.
These cover nearby workspace/session routing or model-config freshness
areas, but do not duplicate this effective run config fingerprinting
path.

## What Changed

- Added effective run config fingerprinting for session, workspace, and
lease reuse decisions, with canonicalization that ignores generated
runtime noise and redacts sensitive values.
- Updated heartbeat reuse logic to compare stored and next-run
fingerprints, reset stale saved sessions, refresh persisted workspace
config snapshots, replace stale reused workspaces when required, and
avoid stale sandbox lease reuse.
- Included plain environment value drift via value hashes, without
storing the raw env values.
- Root-bound instruction content hashing so legacy direct absolute
instruction paths are represented but not read for config fingerprints.
- Batched secret/version metadata lookups for environment lease
fingerprinting.
- Added workspace operation/run result freshness metadata so operators
can inspect non-sensitive decision categories.
- Surfaced config freshness labels and next-run copy in the UI and docs.
- Added focused coverage for fingerprint redaction, session reset
decisions, workspace refresh/replace behavior, environment lease drift,
and persisted workspace restoration.

## Verification

- `git diff --check`
- Sensitive-data scan before push:
- `git diff --unified=0 origin/master...HEAD | rg -n --pcre2
"(AWS_ACCESS_KEY_ID|AWS_SECRET_ACCESS_KEY|ghp_[A-Za-z0-9_]{20,}|github_pat_[A-Za-z0-9_]{20,}|sk-[A-Za-z0-9]{20,}|-----BEGIN
(RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----|AKIA[0-9A-Z]{16})"`
- `git diff --unified=0 origin/master...HEAD | rg -n --pcre2
"[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\\.[A-Za-z]{2,}"`
- `pnpm exec vitest run
server/src/__tests__/effective-run-config-fingerprints.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/environment-runtime.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/db clean`
- `pnpm test:run`
- `pnpm build`
- UI screenshots from Cutter:
-
https://artifacts.cutter.sh/8797/run-2f4827c-2026-06-30T18-57-25/preview/change-01.png
-
https://artifacts.cutter.sh/8797/run-2f4827c-2026-06-30T18-57-25/preview/change-02.png
-
https://artifacts.cutter.sh/8797/run-2f4827c-2026-06-30T18-57-25/preview/change-03.png

## Risks

- Medium: overly broad fingerprints could start fresh sessions,
workspaces, or sandbox leases more often than necessary.
- Medium: missing a config category would allow stale reuse to persist
for that category.
- Medium: legacy direct absolute instruction paths are no longer
content-hashed unless they are paired with an absolute managed
instructions root.
- Low data risk: fingerprint metadata stores hashes and category names,
not raw secrets, raw env values, provider credentials, or private path
details.

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

## Model Used

OpenAI GPT-5 via Codex CLI / Codex coding agent, tool-enabled with
shell, Git, GitHub CLI, local test execution, and code editing. The
exact deployed model variant and context window are not exposed by this
environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Cody <cody@paperclip.ing>
2026-06-30 14:50:25 -07:00
DottaandPaperclip fd2f82ac5b [codex] Add built-in Hermes adapters (#8543)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent adapters are the boundary between the control plane and the
runtimes that actually do work.
> - Hermes support needs to be available as first-class local and
gateway adapters while still preserving the adapter-manager override
path for external packages.
> - The adapter work touches runtime execution, UI adapter metadata,
onboarding prompts, scoped credentials, release packaging, and smoke
coverage, so the handoff needs concrete verification rather than only
unit tests.
> - This pull request adds built-in Hermes local and Hermes gateway
support, keeps external adapter overrides compatible, and
documents/tests the gateway flow end to end.
> - The benefit is that operators can hire Hermes-backed agents without
a manual plugin install, while self-hosted installs can still
override/shadow the built-ins through Adapter manager packages.

## Linked Issues or Issue Description

No public GitHub issue exists for this exact Hermes built-in adapter,
gateway onboarding, and release-source work.

Problem description:
- Hermes local and gateway adapters need a public, reviewable source
path in the monorepo so package artifacts and built-in adapter behavior
match the application source.
- Operators need built-in `hermes_local` and `hermes_gateway` adapter
choices without losing the ability to install external Hermes packages
as overrides.
- Gateway onboarding needs secure defaults for API server URLs, API
keys, and generated agent setup text.
- Hermes-originated task bridge credentials need narrower API-key scope
configuration.
- Related public PRs found during duplicate search include #3027, #2363,
#7544, #7950, #8095, and #8543.

## What Changed

- Added the unified Hermes adapter package with local and gateway
server/UI/CLI exports, config schemas, transcript parsing, model
detection, and package metadata.
- Registered `hermes_local` and `hermes_gateway` as built-in adapters
across shared constants, server registries, CLI packaging, and UI
adapter registries.
- Kept the external adapter override path compatible so installed Hermes
packages can shadow built-ins and restore the built-in parser when
disabled.
- Added Hermes gateway onboarding docs, board-operator docs, Docker
smoke assets, and shell smoke harnesses for join/e2e validation.
- Added scoped task-bridge API-key support, authorization checks,
issue-origin handling, and tests for Hermes-created Paperclip tasks.
- Hardened gateway transport and redaction behavior for API keys,
headers, session data, and smoke diagnostics.
- Updated release packaging/bootstrap checks for the Hermes packages
while leaving `pnpm-lock.yaml` out of the PR per repository policy.

## Verification

Targeted local verification recorded before PR handoff:
- `pnpm --filter @paperclipai/hermes-paperclip-adapter exec vitest run
src/gateway/server/execute.test.ts` — 14/14 passed.
- `pnpm test:hermes-gateway-smoke` — 6/6 passed.
- Hermes package typecheck/build checks passed.
- Focused server/UI adapter tests passed — 31/31.
- Release helper Node tests passed — 18/18.
- `git diff --check origin/master..HEAD` passed.

Fresh Docker E2E smoke evidence:
- Ran `pnpm smoke:hermes-gateway-e2e` on 2026-06-26 with a fresh state
directory and fresh Docker container against a live Paperclip dev
server.
- Hermes direct execution reached `completed`.
- Hermes stop/cancel path reached `cancelled`.
- Hermes gateway created a Paperclip task, Paperclip ran the Hermes
agent, and the task reached `done` with the expected marker response.
- Temporary board auth keys, token files, smoke state, and Docker
containers were cleaned up after the run.

PR checks on head `b5eae40ce`:
- GitHub Actions passed: `policy`, `review`, `Typecheck + Release
Registry`, all general test shards, all serialized server shards,
`Build`, `Canary Dry Run`, `e2e`, and aggregate `verify`.
- External checks passed: Snyk and Socket Project Report.
- External Socket Pull Request Alerts remained pending after the
first-party CI matrix completed.

## Risks

- Medium risk: this spans adapter registration, package publishing,
gateway execution, onboarding docs, API-key scoping, and UI adapter
metadata.
- Migration risk is low: the scope-config migration adds a nullable
column and does not rewrite existing keys.
- Gateway execution depends on operator-provided Hermes API
configuration; the smoke covers the Docker gateway path but real
deployments may differ by network/auth setup.
- Direct Greptile review on the latest expanded diff is file-count
limited, although the commitperclip review gate passed.

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

## Model Used

OpenAI Codex, GPT-5 coding agent, tool use enabled in a local repository
workspace. Context window size is not exposed in this environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-26 16:04:58 -05:00
Svetlana ZolotenkovaandPaperclip 5320a44088 Guard codex_local agents from shared OpenAI key (#8272)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The `codex_local` adapter runs local Codex CLI processes and builds
their environment from persisted agent config plus host process env.
> - A host-level `OPENAI_API_KEY` or shared Codex auth home can silently
make new agents spend through shared credentials.
> - Existing agents can be repaired manually, but new and updated agents
need a persistent guard at the agent configuration boundary.
> - This pull request isolates new and updated `codex_local` agents with
per-agent `CODEX_HOME` and an empty `OPENAI_API_KEY` override.
> - The benefit is that future agent creation or adapter updates cannot
silently fall back to shared OpenAI credentials.

## Linked Issues or Issue Description

Paperclip work item: [ZOL-5477](/ZOL/issues/ZOL-5477).

No matching GitHub issue exists, so the bug is described inline
following `.github/ISSUE_TEMPLATE/bug_report.yml`.

**Pre-submission checklist**

- [x] I have searched existing open and closed issues and this is not a
duplicate.
- [x] I am on the latest `master` commit for this PR branch.
- [x] I have confirmed the error originates in Paperclip's `codex_local`
adapter configuration boundary, not in a provider outage.

**What happened?**

New or updated `codex_local` agents could inherit a host-level
`OPENAI_API_KEY` or use a shared Codex home when their adapter config
did not explicitly isolate those values. That made it possible for
future agents or manual adapter edits to silently fall back to shared
OpenAI credentials.

**Expected behavior**

Creating, hiring, or updating a `codex_local` agent should either
persist isolated per-agent configuration or reject unsafe shared Codex
home configuration with a clear 422 response. The guard must not print
secret values.

**Steps to reproduce**

1. Create or update a `codex_local` agent without an explicit
`adapterConfig.env.OPENAI_API_KEY` override.
2. Run it on a host where the Paperclip server process has
`OPENAI_API_KEY` set.
3. Observe that the adapter process can inherit the host key unless
Paperclip persists a blocking empty override.
4. Set `adapterConfig.env.CODEX_HOME` to a shared path such as
`~/.codex` or the company-level `codex-home`.
5. Observe that the old code allowed the shared auth home instead of
returning a validation error.

**Paperclip version or commit**

- Reproduced by inspection against `master` before this PR.

**Deployment mode**

- Local dev / self-hosted server with `codex_local` agents.

**Installation method**

- Built from source.

**Agent adapter(s) involved**

- Codex.

**Database mode**

- Not database-related.

**Access context**

- Board and agent configuration paths.

**Relevant logs or output**

- No secret-bearing logs included.

**Relevant config**

- Unsafe shape: missing `adapterConfig.env.OPENAI_API_KEY`, or shared
`adapterConfig.env.CODEX_HOME`.
- Fixed shape: per-agent `CODEX_HOME` plus empty `OPENAI_API_KEY`
override.

**Additional context**

Related PR search for `codex_local OPENAI_API_KEY CODEX_HOME` found:

- #3681 `fix: preserve managed Codex auth and repo-root env loading`
- #5621 `fix: copy worktree codex auth locally`

Those are adjacent auth-handling changes, but they do not add the agent
create/update guard implemented here.

**Privacy checklist**

- [x] I have reviewed all pasted output for PII, usernames, file paths,
API keys, tokens, company names, and redacted where necessary.

## What Changed

- Added a `codex_local` config guard in agent create, hire, and update
routes.
- The guard assigns `adapterConfig.env.CODEX_HOME` to
`companies/<companyId>/agents/<agentId>/codex-home` when missing.
- The guard persists `adapterConfig.env.OPENAI_API_KEY = ""` when
missing, preventing host env inheritance.
- Shared `CODEX_HOME` values for the company codex-home, host
`$CODEX_HOME`, or `~/.codex` now fail with a 422 error.
- Added route tests for create, hire, update, and rejected shared host
Codex home.
- Updated `codex_local` and development docs to describe the per-agent
home contract.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-adapter-validation-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/agent-skills-routes.test.ts`
- `pnpm typecheck`
- `git diff --check upstream/master...HEAD`
- `gh pr list --repo paperclipai/paperclip --state all --search
"codex_local OPENAI_API_KEY CODEX_HOME" --limit 20 --json
number,title,state,url`
- `rg -n "codex|OPENAI_API_KEY|CODEX_HOME|adapter" ROADMAP.md` returned
no roadmap overlap.

## Risks

- Existing legacy `codex_local` agents with shared `CODEX_HOME` will get
a clear 422 when their adapter config is updated until the shared path
is replaced. This is intentional because silent fallback is the bug
being guarded.
- Low migration risk: no database migration and no secret values are
printed or persisted beyond the empty override.

## Model Used

- OpenAI GPT-5.5 Codex, Codex coding-agent session with repository 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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

## Paperclip

- Issue: [ZOL-5477](/ZOL/issues/ZOL-5477)
- Owner: Разработчик (`6625498c-66c9-429f-b578-4463ddc3ba16`)
- Status: waiting reviewer
- Next action: merge after approval and green CI

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-18 10:41:00 -07:00
Vasu YadavandDevin Foley d7049e0cae fix(server): adopt stale checkout run ownership (#5413)
## Thinking Path

> - Paperclip is a control plane for autonomous AI-agent companies.
> - Issue checkout ownership is part of the execution-control layer that
prevents two runs from mutating the same task at the same time.
> - The current lock model should preserve `409` conflicts for live
competing owners, but it should not strand the rightful assignee behind
a stale terminal run.
> - A same-agent follow-up run can encounter an existing `checkoutRunId`
from a failed, timed-out, succeeded, or missing heartbeat run.
> - In that case, the new run should safely adopt ownership instead of
failing with an ownership conflict.
> - This pull request makes stale checkout adoption transactional and
keeps live checkout owners protected.
> - The benefit is safer run recovery without weakening single-owner
checkout semantics.

## Linked Issues or Issue Description

- Fixes #5350
- Closes #1508
- Closes #1970
- Closes #2083
- Closes #3158
- Closes #3190
- Related stale-lock PRs reviewed during dedup search: #7536, #6658,
#5660, #5442, #6223, #7048, #6824, #6799

## What Changed

- Updated issue checkout ownership recovery so the current assignee can
adopt a stale terminal or missing checkout run.
- Added row locking around stale checkout adoption to avoid races while
replacing `checkoutRunId` / `executionRunId`.
- Preserved `409` behavior when a different live checkout owner is still
active.
- Prevented terminal actor runs from reclaiming an unowned checkout lock
after the newer eager stale-checkout clear path.
- Fixed the stale checkout test fixture so same-assignee cases do not
insert duplicate agent rows.
- Added/kept focused coverage for stale checkout adoption and live-owner
conflict behavior.
- Fixes #5350.

## Verification

- Focused tests:

```sh
pnpm exec vitest run server/src/__tests__/issues-service.test.ts server/src/__tests__/issue-stale-execution-lock-routes.test.ts
```

Result:

```text
2 passed, 84 tests passed
```

- Server typecheck:

```sh
pnpm --filter @paperclipai/server typecheck
```

Result:

```text
passed
```

- Live curl smoke confirmed same-agent stale checkout adoption returns
`200` instead of `409`.

```text
old_run_status=succeeded
checkout_http=200
patch_http=200
```

The PATCH response showed `checkoutRunId` and `executionRunId` updated
to the new run id.

### Live curl smoke result

<img width="1498" height="570" alt="Live curl smoke showing stale
checkout adoption returned 200"
src="https://github.com/user-attachments/assets/4bf834de-e3cd-4495-ac5a-74767b439eeb"
/>

### Server request log

<img width="631" height="131" alt="Server logs showing heartbeat,
checkout, and patch requests succeeded"
src="https://github.com/user-attachments/assets/ceaaa403-110e-44e8-bac8-5d8506e79cc3"
/>

## Risks

- Low to medium risk: this touches issue execution lock ownership.
- The behavioral shift is intentionally narrow: only the current
assignee can adopt stale terminal or missing checkout ownership.
- Live checkout owners remain protected with `409`.
- No database migration or API contract change.

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

## Model Used

- OpenAI GPT-5.5 Codex coding agent with repository tool use, shell
execution, code review, and local verification.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] 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

## Cross-references and status (maintainer)

- Closes #1508
- Closes #1970
- Closes #2083
- Closes #3158
- Closes #3190
- Status: rebased onto current master; focused tests and server
typecheck pass locally; all required CI is green; Greptile is 5/5;
master drift verified.

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 22:03:07 -07:00
468edd8b22 Add workspace file viewer and artifact links (#7681)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work is issue-centered, and reviewers often need to inspect
files, artifacts, and path references produced during that work.
> - Before this branch, workspace-relative paths and artifact file
references were not first-class inspectable objects in the board UI.
> - Safe file viewing needs shared resource contracts, server-side
workspace boundary checks, and UI that opens files without exposing
arbitrary host paths.
> - The workspace file viewer branch needed to stay as one active PR and
be rebased onto current `paperclipai/paperclip:master` for review.
> - This pull request adds the workspace file resource API, issue-page
file viewer and browser, markdown file-reference links, and artifact
file chips.
> - The benefit is that board users can inspect relevant files from
issue context while preserving workspace boundaries and auditability.

## Linked Issues or Issue Description

No public GitHub issue exists for this branch. Internal Paperclip
issues: `PAP-1953`, `PAP-10539`, `PAP-10733`.

Problem / motivation:
- Board users need to open workspace-relative files mentioned by agents
or attached as work-product metadata without switching to a terminal.
- The UI needs to support both direct file-path opening and workspace
browsing/searching from an issue page.
- The server must enforce company access, workspace boundaries, size
limits, rate limits, and safe audit logging.

Related PR:
- Prior closed attempt: #4442
- Single active PR for this branch: #7681

## What Changed

- Added shared workspace file resource types, validators, and
workspace-file `resourceRef` metadata validation for work products.
- Added server routes/services for resolving, listing, and previewing
workspace-relative files with access checks, scan caps, list-specific
limits, and audit logging.
- Added the issue file viewer provider, sheet, workspace browser,
command-palette action, markdown workspace-file autolinks, and artifact
file chips.
- Updated issue workspace UI and stories/tests for file browsing and
workspace file opening.
- Rebased the branch onto current `paperclipai/paperclip:master` and
updated the existing single PR branch.
- Addressed current-head Greptile follow-ups by applying `offset`
consistently across search/recent/changed file listings, restoring
stopped-service port ownership checks before auto-port reuse, and
stabilizing the workspace browser pagination test.

## Verification

Current local verification after rebase to `public/master`:
- `pnpm exec vitest run packages/shared/src/work-product.test.ts
server/src/__tests__/file-resources.test.ts
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/instance-settings-service.test.ts
server/src/__tests__/workspace-runtime.test.ts
ui/src/components/FileViewerSheet.test.tsx
ui/src/components/FileViewerSheet.copy.test.tsx
ui/src/components/WorkspaceFileBrowser.test.tsx
ui/src/components/WorkspaceFileMarkdownBody.test.tsx
ui/src/context/FileViewerContext.test.ts
ui/src/lib/remark-workspace-file-refs.test.ts
ui/src/lib/workspace-file-parser.test.ts
ui/src/components/IssueWorkspaceCard.test.tsx` - 13 files passed, 197
tests passed.
- `pnpm -r --filter @paperclipai/shared --filter @paperclipai/server
--filter @paperclipai/ui typecheck` - passed.
- `pnpm exec vitest run ui/src/components/WorkspaceFileBrowser.test.tsx`
- 1 file passed, 25 tests passed.
- `pnpm exec vitest run server/src/__tests__/file-resources.test.ts
server/src/__tests__/workspace-runtime.test.ts` - 2 files passed, 90
tests passed.
- `pnpm -r --filter @paperclipai/server typecheck` - passed.
- Confirmed branch is `0` behind and `46` ahead of current
`public/master` after rebase and follow-up commits.
- Confirmed the PR diff does not include `pnpm-lock.yaml`.
- Confirmed the PR diff does not include `.github/workflows` changes.
- Searched GitHub for duplicate or related workspace file viewer
PRs/issues; #4442 is the prior closed attempt and this PR is the single
active PR for the branch.
- No screenshots were committed; the task explicitly asked not to add
design screenshots or images unless they were part of the work.

Current remote verification on head
`a698a7bc10137baf7d25bd5722e1d6e0343387c1`:
- Greptile Review - success, 64 files reviewed, 0 comments added, no
unresolved Greptile review threads.
- PR workflow `verify` - success.
- Typecheck + Release Registry, General tests, workspace test shards,
serialized server suites, Build, Canary Dry Run, e2e, Socket, and Snyk -
success.
- `security-review` - neutral, with output saying a draft advisory was
filed for maintainer review and is not a merge block.
- `commitperclip PR Review / review` - cancelled after the security gate
detected flags and timed out while creating/reviewing the advisory. I
reran it once and it cancelled the same way; no actionable code/test
failure was exposed in the job logs.

## Risks

- This is a broad UI/server feature PR, so review needs to pay attention
to route authorization, workspace boundary handling, and markdown
autolink false positives.
- Workspace browsing intentionally caps list results and scan depth;
very large workspaces may require users to refine search terms.
- Remote workspace preview remains unavailable until remote file-access
support is implemented.
- The neutral commitperclip security-review advisory needs maintainer
review, but the check output says it is not a merge block.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent in a Paperclip/Codex local tool-use
environment, medium reasoning, with shell/GitHub CLI tool use for branch
inspection, verification, rebase, PR update, Greptile review, and CI
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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [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 4.7 <noreply@anthropic.com>
2026-06-09 17:17:43 -05:00
fff3832a01 [codex] Add teams catalog extraction (#7550)
Fixes #7551

## Thinking Path

> - Paperclip is the control plane for AI-agent companies, and reusable
company/team setup is part of making those companies faster to launch.
> - The teams catalog work introduces app-shipped team templates that
can be browsed, previewed, and installed into a company.
> - Catalog installation crosses several contracts: bundled package
contents, shared API types, server import/install behavior, CLI
workflows, and the board UI.
> - Agents also need a safe path through catalog installs: scoped
company selection, explicit source policy, approval fallback for agent
creation, and preserved catalog provenance.
> - This pull request extracts the completed teams catalog branch into
one reviewable PR on top of `public-gh/master`.
> - The benefit is a reusable teams catalog foundation with server, CLI,
package, docs, and hidden UI surfaces kept in sync.

## What Changed

- Added the `@paperclipai/teams-catalog` package with bundled/optional
team definitions, generated manifest, validators, catalog builder tests,
and migration notes.
- Added shared teams catalog types/validators plus server routes and
services for listing, previewing, and installing catalog teams.
- Integrated catalog install with company portability, skill/source
policy checks, provenance metadata, origin hashes, target-manager
reparenting, and installed/out-of-date detection.
- Added CLI `teams` commands and agent-safe company selection behavior,
including `company current` and approval fallback for forbidden
agent-run installs.
- Added hidden Team Catalog UI/API/query surfaces, Storybook fixtures,
and targeted UI tests while keeping the UI route out of primary
navigation.
- Added docs for CLI/company/teams catalog behavior and removed
generated screenshot artifacts from the PR diff.

## Verification

- `pnpm exec vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/teams.test.ts
packages/teams-catalog/src/catalog-builder.test.ts
packages/teams-catalog/src/shipped-catalog.test.ts
server/src/__tests__/agent-permissions-service.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/teams-catalog-routes.test.ts
server/src/__tests__/teams-catalog-service.test.ts
server/src/__tests__/teams-catalog-install-no-overrides.test.ts
ui/src/lib/company-routes.test.ts ui/src/pages/TeamCard.test.tsx
ui/src/pages/TeamCatalog.test.tsx
ui/src/pages/useInstallTeamCatalogEntry.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/teams-catalog typecheck && pnpm --filter paperclipai
typecheck && pnpm --filter @paperclipai/server typecheck && pnpm
--filter @paperclipai/ui typecheck`
- Confirmed branch is rebased onto `public-gh/master` (`78dc3625a`) and
`public-gh/master` is an ancestor of `HEAD`.
- Confirmed PR diff excludes `pnpm-lock.yaml`, `.github/workflows/*`,
generated screenshot images, and screenshot helper scripts.

## Risks

- Medium review surface: this crosses package generation, shared
contracts, server install behavior, CLI, docs, and hidden UI code.
- Catalog install behavior creates agents/projects/tasks/skills and must
keep company scoping, permissions, source policy, and provenance checks
strict.
- `pnpm-lock.yaml` is intentionally excluded per repo policy;
CI/default-branch automation owns lockfile refresh.
- The Team Catalog UI is included but hidden from primary navigation, so
future enablement should re-check visual QA before exposure.

> 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`.
>
> ROADMAP checked: this aligns with reusable companies/templates and
plugin-adjacent onboarding work. This PR packages work already developed
on the Paperclip task branch for review.

## Model Used

- OpenAI Codex, GPT-5 series coding agent in this Paperclip session;
exact runtime context window was not exposed. Used shell, git, `gh`, and
local test/typecheck tooling.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots, or documented why screenshots are intentionally omitted
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 12:55:49 -05:00
DottaandPaperclip c4bb68c14b Bundle artifact upload helper with Paperclip skill
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-31 18:17:01 +00:00
DottaandPaperclip 0bd13c23a9 Add agent artifact upload workflow
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-30 20:40:09 +00:00
DottaandPaperclip 9eac727cf1 [codex] Add skills CLI and catalog management (#6782)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies through
company-scoped control-plane workflows.
> - Agents need reusable, inspectable skills that can be installed,
reset, audited, exported, and assigned without bespoke local setup.
> - The existing skill truth model needed cleanup so bundled skills,
optional catalog skills, runtime skills, and adapter-provided skills
have clear provenance.
> - Operators also need a practical CLI and board UI for discovering and
managing company skills.
> - This pull request adds the skills CLI, packaged skills catalog,
company skills APIs, and catalog-aware board UI.
> - The benefit is a more reusable Paperclip company setup where skills
are portable, auditable, and easier for operators and agents to manage.

## What Changed

- Added `paperclipai skills` CLI commands and coverage for catalog
listing, installing, resetting, and inspecting company skills.
- Added a packaged `@paperclipai/skills-catalog` workspace with bundled
and optional skill content plus validation/build tests.
- Added shared company-skill types and validators used across CLI,
server, and UI contracts.
- Added server catalog APIs/services for company skill catalog
operations, reset semantics, audit behavior, and portability provenance.
- Updated adapter skill handling so runtime/catalog provenance remains
explicit across local adapters.
- Added board UI support for browsing and managing catalog-backed
company skills.
- Updated docs for the skills CLI/catalog flow and the company skills
Paperclip skill reference.
- Rebased the branch onto current `paperclipai/paperclip:master`; no
`pnpm-lock.yaml`, `.github/workflows`, or migration files are included
in the final PR diff.

## Verification

- Passed: `pnpm run preflight:workspace-links && pnpm exec vitest run
cli/src/__tests__/skills.test.ts
packages/skills-catalog/src/catalog-builder.test.ts
packages/skills-catalog/src/shipped-catalog.test.ts
packages/shared/src/validators/company-skill.test.ts
packages/adapter-utils/src/server-utils.test.ts
packages/plugins/create-paperclip-plugin/src/entrypoints.test.ts
server/src/__tests__/company-skills-catalog-service.test.ts
server/src/__tests__/company-skills-routes.test.ts
server/src/__tests__/company-portability.test.ts`.
- Passed: `pnpm exec vitest run
server/src/__tests__/workspace-runtime.test.ts -t "default
branch|origin/master|symbolic-ref"`.
- Attempted: full `server/src/__tests__/workspace-runtime.test.ts`. Four
provisioning tests failed while seeding an isolated worktree database
from the local Paperclip instance because the local plugin schema dump
contains a duplicate-column foreign key
(`plugin_content_machine_18a7bc327b.content_case_signals`). The
default-branch tests touched by the rebase conflict passed in the
focused run above.
- Checked final diff: no `pnpm-lock.yaml`, no `.github/workflows`, and
no migration-file changes relative to `master`.

## Risks

- Medium: this is a broad skills/catalog change touching CLI, server
APIs, shared contracts, adapter skill sync, and UI.
- Catalog validation and reset semantics need careful reviewer attention
because they affect reusable company setup and portability.
- No database migrations are included in this PR, so there is no
migration ordering/idempotency risk in the final diff.
- No lockfile is included by design; dependency resolution will be
handled by the repository lockfile workflow.

## Model Used

- OpenAI Codex coding agent based on GPT-5, running in Paperclip via the
`codex_local` adapter with shell, git, GitHub CLI, and code-editing tool
access. Exact hosted model build/context-window metadata is not exposed
in this runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run targeted tests locally and documented the local
workspace-runtime seed failure above
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, screenshots were intentionally
omitted per PAP-10124 instructions; UI behavior is covered by tests and
reviewer inspection
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-28 07:33:51 -10:00
DottaandPaperclip 8da50dbcf8 [codex] Add private browser first-admin claim flow (#6755)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Fresh self-hosted deployments need an operator path before any
invite exists.
> - Umbrel installs are private LAN deployments, so a one-time browser
claim is appropriate only when the deployment is private and unclaimed.
> - Public deployments and installs with active invites must keep the
existing invite-only model so admin creation is not exposed broadly.
> - GitHub PR #2927 established the useful direction, but it needed to
be adapted onto current `master` rather than merged as-is.
> - This pull request adds that adapted private-only claim flow across
server, UI, docs, and regression coverage.
> - The benefit is that a fresh private Umbrel-style install can be
claimed from the browser without weakening public deployment access.

## What Changed

- Added a first-admin claim service and access route support for
one-time admin claim eligibility on private unclaimed deployments.
- Updated the bootstrap/access UI so eligible private installs show a
setup claim path, while public and invited deployments keep invite-first
behavior.
- Added a bootstrap-pending setup UX lab covering claim, invite, public,
and signed-in access states.
- Updated deployment and local development docs for authenticated
private/public behavior and the Umbrel-style claim path.
- Added server and UI regression tests for private claim, public
no-claim, active invite fallback, existing board/no-access flows, and
health exposure reporting.
- Stabilized PR handoff verification by serializing the aggregate server
Vitest workspace run, forcing `NODE_ENV=test`, and relaxing the
heartbeat batching test around legitimate recovery follow-up runs.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm vitest --run
server/src/__tests__/heartbeat-comment-wake-batching.test.ts`
- `pnpm vitest --run
server/src/__tests__/health-dev-server-token.test.ts`
- `pnpm test:run`
- QA validation: PAP-10115 passed browser validation with screenshots
for private fresh install claim, active invite versus claim conflict,
public invite-only/claim-absent behavior, existing invite fallback, and
normal board/no-access flows.
- GitHub closeout: issue #2579 and PR #2927 were updated with the
accepted direction: adapt the implementation, do not direct-merge #2927
as-is.

## Risks

- The claim endpoint must remain private-only and one-time; a regression
here could expose admin creation on public deployments.
- Existing invite behavior must remain intact for public deployments and
installs that already have an active invite.
- The stable Vitest harness now serializes the aggregate server
workspace group; this is slower, but it avoids DB-backed suite
collisions under root workspace mode.

> 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`.
>
> ROADMAP.md checked: this is a scoped deployment bootstrap/access fix
and does not duplicate a listed roadmap project.

## Model Used

- OpenAI GPT-5 Codex via Paperclip `codex_local` for product
engineering, implementation, and verification, with tool-enabled local
code execution. Paperclip QA browser validation was performed in
PAP-10115 by the assigned QA agent; exact adapter model metadata for
that QA run is not exposed in this PR context.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-27 21:15:01 -10:00
Aron Prins 897cc322c7 Improve external agent invite flow (#6183)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Agent creation can happen through local runtimes, managed runtimes,
and external agents that onboard through invites.
> - The old OpenClaw-oriented invite UX lived under company
settings/invites and made a gateway-specific path look like a company
access setting.
> - That hid the broader bring-your-own-agent flow and forced operators
to leave the add-agent modal when adding an external agent.
> - This pull request moves external agent invite generation into the
add-agent modal and makes the copy agent-oriented instead of
OpenClaw-only.
> - The benefit is a clearer agent-first onboarding path while company
invites stay focused on human access.

## What Changed

- Added an external-agent invite branch to the add-agent modal,
including a dedicated prompt result view with Back navigation.
- Added a shared agent onboarding prompt builder and focused modal
coverage for prompt replacement/back navigation.
- Removed the agent invite prompt UI from Company Settings and Company
Invites, leaving Company Invites focused on human access links and
invite history.
- Updated the hidden OpenClaw Gateway runtime hint to direct operators
to the add-agent invite flow instead of presenting it as a blocked
runtime card.
- Updated invite/onboarding docs, storybook coverage, and server-side
onboarding copy toward generic agent language while preserving existing
gateway compatibility.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `FAKE_BIN="$(mktemp -d)/bin"; mkdir -p "$FAKE_BIN"; printf
'#!/bin/sh\nexit 1\n' > "$FAKE_BIN/tailscale"; chmod +x
"$FAKE_BIN/tailscale"; PATH="$FAKE_BIN:$PATH" pnpm test:run`
- `pnpm test:run` without the fake `tailscale` shim was also attempted;
it failed only in two pre-existing CLI tailnet fallback tests because
this host has a real Tailscale address (`100.125.202.3`) where those
tests expect no Tailscale.
- Focused confirmation for that host-env issue: `FAKE_BIN=...
PATH="$FAKE_BIN:$PATH" pnpm exec vitest run --project paperclipai
cli/src/__tests__/network-bind.test.ts
cli/src/__tests__/onboard.test.ts`
- Manual UI verification: served UI locally in light mode, opened
add-agent modal, generated external agent prompt, verified the generated
prompt replaces the form and Back returns to the form.

### Screenshots

![Add agent
modal](https://raw.githubusercontent.com/aronprins/paperclip/pr-assets/6183-agent-invites/.github/pr-screenshots/6183/add-agent-modal-light.png)

![External agent invite
form](https://raw.githubusercontent.com/aronprins/paperclip/pr-assets/6183-agent-invites/.github/pr-screenshots/6183/external-agent-invite-form-light.png)

![Generated onboarding prompt replacement
view](https://raw.githubusercontent.com/aronprins/paperclip/pr-assets/6183-agent-invites/.github/pr-screenshots/6183/onboarding-prompt-result-light.png)

## Risks

- Existing OpenClaw gateway compatibility remains, but operators now
discover external agent onboarding from the add-agent modal instead of
company settings.
- Agent invites still appear in the invite history table, so that page
may show agent-scoped invite rows even though it no longer creates agent
onboarding prompts.
- Low migration risk: no schema changes.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent in Codex desktop; tool-enabled
repository, shell, browser, and GitHub workflow. Context window size was
not exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-05-23 09:09:40 -05:00
DottaandPaperclip 0096b56a1c [codex] Add LLM Wiki plugin host support (#5597)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The plugin system needs host contracts and runtime support before
large plugins can integrate cleanly.
> - The source branch mixed the LLM Wiki package with supporting
host/runtime work, managed plugin skills, root-level storage spaces, and
a bookmarks reference plugin.
> - [PAP-9173](/PAP/issues/PAP-9173) asked for the current branch to be
split by file boundary: plugin package separately from everything else.
> - [PAP-9188](/PAP/issues/PAP-9188) clarified that LLM Wiki may have
plugin-local spaces, but Paperclip core should not reorganize top-level
local storage into spaces.
> - Follow-up review clarified that the bookmarks example should not
ship in this PR either.
> - This pull request contains the
non-`packages/plugins/plugin-llm-wiki/` host/runtime work, keeps runtime
state under the selected Paperclip instance root, and no longer includes
the bookmarks example.

## What Changed

- Added/updated plugin host contracts, SDK types, worker RPC plumbing,
managed plugin skill support, and related server tests.
- Removed the bookmarks example plugin package and its
bundled-example/workspace references.
- Removed the root-level local spaces CLI/migration surface and restored
instance-root runtime defaults for config, db, logs, storage, secrets,
workspaces, projects, and adapter homes.
- Replaced shared root `space-paths` helpers with `home-paths` helpers
for core runtime storage.
- Tightened stranded recovery unique-conflict detection so concurrent
recovery scans reuse the raced recovery issue when Postgres errors are
wrapped.
- Kept `packages/plugins/plugin-llm-wiki/` out of this PR diff;
plugin-local spaces remain in the stacked plugin-only PR.

## Verification

- `pnpm exec vitest run cli/src/__tests__/data-dir.test.ts
cli/src/__tests__/home-paths.test.ts cli/src/__tests__/onboard.test.ts
packages/shared/src/home-paths.test.ts
packages/db/src/runtime-config.test.ts
server/src/__tests__/agent-instructions-service.test.ts
server/src/__tests__/claude-local-execute.test.ts
server/src/__tests__/codex-local-execute.test.ts`
- `pnpm exec vitest run packages/db/src/runtime-config.test.ts`
- `pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "reuses the
raced stranded recovery issue"` skipped locally because embedded
Postgres did not initialize on this macOS temp host; the code path was
typechecked and is covered by Linux CI.
- Boundary check: no core references remain for `PAPERCLIP_SPACE_ID`,
`spaces migrate-default`, `@paperclipai/shared/space-paths`,
`registerSpacesCommands`, or the removed bookmarks example.
- Previous PR head `4f23e034` had green GitHub checks: `verify`, all
four serialized server shards, `e2e`, `Canary Dry Run`, `policy`, Snyk,
and `Greptile Review`. Current head `582f466d` is re-running checks
after the bookmarks deletion.

## Risks

- Plugin host changes touch shared runtime paths, so regressions would
most likely appear in adapter startup, plugin loading, or local dev path
defaults.
- Removing the bookmarks example also removes one demonstration of
plugin database namespaces plus local-folder persistence; remaining
plugin examples still cover bundled example discovery and plugin host
flows.
- The plugin package itself is intentionally deferred to the stacked
plugin-only PR, where LLM Wiki plugin-local spaces live.
- Existing installs that tested the transient root-level spaces CLI
should stop using it; this PR intentionally removes that unsupported
migration surface before merge.

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

## Model Used

- OpenAI GPT-5 Codex via Codex CLI, tool use and local code execution
enabled; context window not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass, except where noted above
for host-specific embedded Postgres initialization
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Stacked follow-up: PR #5592 contains only
`packages/plugins/plugin-llm-wiki/` and targets this branch.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-10 07:34:12 -05:00
778e775c35 Add secrets provider vaults and remote import (#5429)
## Thinking Path

> - Paperclip orchestrates AI-agent companies and needs secrets handling
to work across local development, hosted operators, and governed agent
execution.
> - The affected subsystem is the company-scoped secrets control plane:
database schema, server services/routes, CLI workflows, and the Secrets
settings UI.
> - The gap was that secrets were local-only and operators could not
manage provider vaults or import existing remote references without
exposing plaintext.
> - This branch adds provider vault configuration plus an AWS Secrets
Manager remote-import path while preserving company boundaries, binding
context, and audit trails.
> - I kept the PR to a single branch PR, removed unrelated
lockfile/package drift, rebased the full branch onto the current
`public-gh/master`, and addressed fresh Greptile findings.
> - The benefit is a reviewable implementation of provider-backed
secrets with focused tests covering provider selection, import
conflicts, deleted secret reuse, rotation guards, and AWS signing
behavior.

## What Changed

- Added provider vault support for company secrets, including provider
config storage, default vault handling, health checks, binding usage,
access events, and remote import preview/commit.
- Added an AWS Secrets Manager provider using SigV4 request signing,
bounded request timeouts, namespace guardrails, cached runtime
credential resolution, and external-reference linking without plaintext
reads.
- Added Secrets UI surfaces for vault management and remote import, plus
CLI/API documentation for setup and operations.
- Stabilized routine webhook secret binding paths and SSH
environment-driver fixture bindings discovered during verification.
- Addressed Greptile and CI findings: no lockfile/package drift,
monotonic migration metadata, disabled-vault default races, soft-deleted
secret hiding/recreate behavior, remove behavior with disabled vaults,
soft-deleted external-reference re-import, non-active rotation guards,
managed-secret soft deletion through PATCH, and per-call AWS SDK
credential client churn.
- Rebased this branch onto `public-gh/master` at `0e1a5828` and
force-pushed with lease to keep this as the single PR for the branch.

## Verification

- `git fetch public-gh master`
- `git rebase public-gh/master`
- `git diff --name-only public-gh/master...HEAD | grep
'^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR
diff.
- Confirmed migration ordering: master ends at `0081_optimal_dormammu`;
this PR adds `0082_dry_vision` and
`0083_company_secret_provider_configs`.
- Inspected migrations for repeat safety: new tables/indexes use `IF NOT
EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column
additions use `ADD COLUMN IF NOT EXISTS`.
- `pnpm -r typecheck` passed before the Greptile follow-up commits.
- `pnpm test:run` ran the full stable Vitest path before the Greptile
follow-up commits; it completed with 3 timing-related failures under
parallel load: `codex-local-execute.test.ts`,
`cursor-local-execute.test.ts`, and `environment-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/codex-local-execute.test.ts
src/__tests__/cursor-local-execute.test.ts
src/__tests__/environment-service.test.ts` passed on targeted rerun
(`24/24`).
- `pnpm build` passed before the Greptile follow-up commits. Vite
reported existing chunk-size/dynamic-import warnings.
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts
src/__tests__/secrets-service.test.ts` passed (`39/39`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
typecheck` passed.
- Captured Storybook screenshots from `ui/storybook-static` for visual
review.
- Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites
1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review`
pass; aggregate `verify` is still registering the completed child
checks.
- Greptile review loop continued through the latest requested pass; all
Greptile review threads are resolved and the latest `Greptile Review`
check on `5ca3a5cf` passed with 0 comments added.

## Screenshots

Before: the provider-vault and remote-import surfaces did not exist on
`master`; these are after-state screenshots from the Storybook fixtures.

![Secrets
inventory](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secrets-inventory.png)

![Secret binding
picker](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secret-binding-picker.png)

![Environment editor with
secrets](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/env-editor-with-secrets.png)

## Risks

- Migration risk: this adds new secret provider tables and extends
existing secret rows. The migrations were checked for monotonic ordering
and idempotent guards, but reviewers should still inspect upgrade
behavior carefully.
- Provider risk: AWS support uses direct SigV4 requests. Automated tests
cover signing, request timeouts, vault-config selection, namespace
guardrails, pending-version archival, sanitized provider errors, and
service-level cleanup paths. A real-vault AWS smoke test remains
deployment validation for an operator with AWS credentials rather than
an unverified merge blocker in this local branch.
- UI risk: the Secrets page and import dialog are large new surfaces;
screenshots are included above for reviewer inspection.
- Verification risk: the full local stable test command hit
parallel-load timing failures, although the exact failed files passed
when rerun directly.
- Operational risk: remote import intentionally avoids plaintext reads;
operators must understand that imported external references resolve at
runtime and may fail if AWS permissions change.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent with local shell/tool use in the
Paperclip worktree. Exact context-window size was not exposed by the
runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 18:22:17 -05:00
DottaandPaperclip cd606563f6 Expand database backups to non-system schemas (#4859)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - Reliable backups are part of operating that control plane safely.
> - The previous backup path was public-schema oriented and did not
clearly cover plugin-owned schemas or migration history.
> - Paperclip now has plugin database namespaces and Drizzle migration
state that must survive backup/restore.
> - This pull request expands logical database backups to non-system
schemas and documents the backup boundary.
> - The benefit is safer restore behavior for core and plugin-owned
database state without implying full filesystem disaster recovery.

## What Changed

- Include non-system database schemas in JavaScript and pg_dump backup
paths.
- Preserve enum, table, sequence, index, constraint, migration, and
plugin-schema objects across backup/restore.
- Add restore coverage for plugin-owned schemas and Drizzle migration
history.
- Clarify docs that DB backups are logical database backups, not full
instance filesystem backups.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run packages/db/src/backup-lib.test.ts`
- Result: 1 test file passed, 4 tests passed.
- Confirmed this PR does not include `pnpm-lock.yaml` or
`.github/workflows/*` changes.

## Risks

- Medium: backup generation touches schema discovery and restore
ordering, so unusual database objects may need additional coverage
later.
- No migrations are included.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool use enabled, medium reasoning
effort. Exact hosted context-window details are not exposed in this
runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Note: no UI changes are included in this PR, so screenshots are not
applicable.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-30 12:54:35 -05:00
DottaandPaperclip d9f540c331 [codex] Refresh docs and agent skills (#4693)
## Thinking Path

> - Paperclip orchestrates AI agents through a company-scoped control
plane
> - Contributors and agents need docs and skills that match the current
V1 behavior
> - The source branch included documentation updates alongside
implementation work
> - Keeping docs and skill guidance separate makes the implementation PR
easier to review
> - This pull request refreshes the V1 docs and agent-operating guidance
without changing runtime behavior
> - The benefit is current contributor guidance that can merge
independently from code changes

## What Changed

- Refreshed V1 product, goal, implementation, database, and development
documentation.
- Updated the Paperclip heartbeat skill guidance and create-agent skill
references.
- Added the Paperclip plan-to-task conversion skill.
- Updated release changelog skill guidance.

## Verification

- `git diff --check public-gh/master..HEAD` passed in the PR worktree
after the Greptile fix.
- Greptile Review passed on head `673317ed` with zero unresolved review
threads.
- GitHub PR checks passed on head `673317ed`: `policy`, `verify`, `e2e`,
and `security/snyk (cryppadotta)`.

## Risks

- Low runtime risk because this branch only changes docs and skill
guidance.
- Documentation may need follow-up wording adjustments if reviewers want
a different framing for V1 behavior.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool-enabled terminal/GitHub
workflow. Exact runtime context window was not exposed by the harness.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-28 16:12:03 -05:00
DottaandPaperclip 2de893f624 [codex] add comprehensive UI Storybook coverage (#4132)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The board UI is the main operator surface, so its component and
workflow coverage needs to stay reviewable as the product grows.
> - This branch adds Storybook as a dedicated UI reference surface for
core Paperclip screens and interaction patterns.
> - That work spans Storybook infrastructure, app-level provider wiring,
and a large fixture set that can render real control-plane states
without a live backend.
> - The branch also expands coverage across agents, budgets, issues,
chat, dialogs, navigation, projects, and data visualization so future UI
changes have a concrete visual baseline.
> - This pull request packages that Storybook work on top of the latest
`master`, excludes the lockfile from the final diff per repo policy, and
fixes one fixture contract drift caught during verification.
> - The benefit is a single reviewable PR that adds broad UI
documentation and regression-surfacing coverage without losing the
existing branch work.

## What Changed

- Added Storybook 10 wiring for the UI package, including root scripts,
UI package scripts, Storybook config, preview wrappers, Tailwind
entrypoints, and setup docs.
- Added a large fixture-backed data source for Storybook so complex
board states can render without a live server.
- Added story suites covering foundations, status language,
control-plane surfaces, overview, UX labs, agent management, budget and
finance, forms and editors, issue management, navigation and layout,
chat and comments, data visualization, dialogs and modals, and
projects/goals/workspaces.
- Adjusted several UI components for Storybook parity so dialogs, menus,
keyboard shortcuts, budget markers, markdown editing, and related
surfaces render correctly in isolation.
- Rebasing work for PR assembly: replayed the branch onto current
`master`, removed `pnpm-lock.yaml` from the final PR diff, and aligned
the dashboard fixture with the current `DashboardSummary.runActivity`
API contract.

## Verification

- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/ui build-storybook`
- Manual diff audit after rebase: verified the PR no longer includes
`pnpm-lock.yaml` and now cleanly targets current `master`.
- Before/after UI note: before this branch there was no dedicated
Storybook surface for these Paperclip views; after this branch the local
Storybook build includes the new overview and domain story suites in
`ui/storybook-static`.

## Risks

- Large static fixture files can drift from shared types as dashboard
and UI contracts evolve; this PR already needed one fixture correction
for `runActivity`.
- Storybook bundle output includes some large chunks, so future growth
may need chunking work if build performance becomes an issue.
- Several component tweaks were made for isolated rendering parity, so
reviewers should spot-check key board surfaces against the live app
behavior.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in the Paperclip harness; exact
serving model ID is not exposed in-runtime to the agent.
- Tool-assisted workflow with terminal execution, git operations, local
typecheck/build verification, and GitHub CLI PR creation.
- Context window/reasoning mode not surfaced by the harness.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 12:13:23 -05:00
DottaandPaperclip 16b2b84d84 [codex] Improve agent runtime recovery and governance (#4086)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The heartbeat runtime, agent import path, and agent configuration
defaults determine whether work is dispatched safely and predictably.
> - Several accumulated fixes all touched agent execution recovery, wake
routing, import behavior, and runtime concurrency defaults.
> - Those changes need to land together so the heartbeat service and
agent creation defaults stay internally consistent.
> - This pull request groups the runtime/governance changes from the
split branch into one standalone branch.
> - The benefit is safer recovery for stranded runs, bounded high-volume
reads, imported-agent approval correctness, skill-template support, and
a clearer default concurrency policy.

## What Changed

- Fixed stranded continuation recovery so successful automatic retries
are requeued instead of incorrectly blocking the issue.
- Bounded high-volume issue/log reads across issue, heartbeat, agent,
project, and workspace paths.
- Fixed imported-agent approval and instruction-path permission
handling.
- Quarantined seeded worktree execution state during worktree
provisioning.
- Queued approval follow-up wakes and hardened SQL_ASCII heartbeat
output handling.
- Added reusable agent instruction templates for hiring flows.
- Set the default max concurrent agent runs to five and updated related
UI/tests/docs.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run server/src/__tests__/company-portability.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-comment-wake-batching.test.ts
server/src/__tests__/heartbeat-list.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
packages/adapter-utils/src/server-utils.test.ts
ui/src/lib/new-agent-runtime-config.test.ts`
- Split integration check: merged this branch first, followed by the
other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge
conflicts.
- Confirmed this branch does not include `pnpm-lock.yaml`.

## Risks

- Medium risk: touches heartbeat recovery, queueing, and issue list
bounds in central runtime paths.
- Imported-agent and concurrency default behavior changes may affect
existing automation that assumes one-at-a-time default runs.
- No database migrations are included.

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

## Model Used

- OpenAI Codex, GPT-5.4 tool-enabled coding model, agentic
code-editing/runtime with local shell and GitHub CLI access; exact
context window and reasoning mode are not exposed by the Paperclip
harness.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:19:48 -05:00
DottaandPaperclip e89d3f7e11 [codex] Add backup endpoint and dev runtime hardening (#4087)
## Thinking Path

> - Paperclip is a local-first control plane for AI-agent companies.
> - Operators need predictable local dev behavior, recoverable instance
data, and scripts that do not churn the running app.
> - Several accumulated changes improve backup streaming, dev-server
health, static UI caching/logging, diagnostic-file ignores, and instance
isolation.
> - These are operational improvements that can land independently from
product UI work.
> - This pull request groups the dev-infra and backup changes from the
split branch into one standalone branch.
> - The benefit is safer local operation, easier manual backups, less
noisy dev output, and less cross-instance auth leakage.

## What Changed

- Added a manual instance database backup endpoint and route tests.
- Streamed backup/restore handling to avoid materializing large payloads
at once.
- Reduced dev static UI log/cache churn and ignored Node diagnostic
report captures.
- Added guarded dev auto-restart health polling coverage.
- Preserved worktree config during provisioning and scoped auth cookies
by instance.
- Added a Discord daily digest helper script and environment
documentation.
- Hardened adapter-route and startup feedback export tests around the
changed infrastructure.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run packages/db/src/backup-lib.test.ts
server/src/__tests__/instance-database-backups-routes.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts
server/src/__tests__/adapter-routes.test.ts
server/src/__tests__/dev-runner-paths.test.ts
server/src/__tests__/health-dev-server-token.test.ts
server/src/__tests__/http-log-policy.test.ts
server/src/__tests__/vite-html-renderer.test.ts
server/src/__tests__/workspace-runtime.test.ts
server/src/__tests__/better-auth.test.ts`
- Split integration check: merged after the runtime/governance branch
and before UI branches with no merge conflicts.
- Confirmed this branch does not include `pnpm-lock.yaml`.

## Risks

- Medium risk: touches server startup, backup streaming, auth cookie
naming, dev health checks, and worktree provisioning.
- Backup endpoint behavior depends on existing board/admin access
controls and database backup helpers.
- No database migrations are included.

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

## Model Used

- OpenAI Codex, GPT-5.4 tool-enabled coding model, agentic
code-editing/runtime with local shell and GitHub CLI access; exact
context window and reasoning mode are not exposed by the Paperclip
harness.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:08:55 -05:00
DottaandPaperclip 7f893ac4ec [codex] Harden execution reliability and heartbeat tooling (#3679)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Reliable execution depends on heartbeat routing, issue lifecycle
semantics, telemetry, and a fast enough local verification loop to keep
regressions visible
> - The remaining commits on this branch were mostly server/runtime
correctness fixes plus test and documentation follow-ups in that area
> - Those changes are logically separate from the UI-focused
issue-detail and workspace/navigation branches even when they touch
overlapping issue APIs
> - This pull request groups the execution reliability, heartbeat,
telemetry, and tooling changes into one standalone branch
> - The benefit is a focused review of the control-plane correctness
work, including the follow-up fix that restored the implicit
comment-reopen helpers after branch splitting

## What Changed

- Hardened issue/heartbeat execution behavior, including self-review
stage skipping, deferred mention wakes during active execution, stranded
execution recovery, active-run scoping, assignee resolution, and
blocked-to-todo wake resumption
- Reduced noisy polling/logging overhead by trimming issue run payloads,
compacting persisted run logs, silencing high-volume request logs, and
capping heartbeat-run queries in dashboard/inbox surfaces
- Expanded telemetry and status semantics with adapter/model fields on
task completion plus clearer status guidance in docs/onboarding material
- Updated test infrastructure and verification defaults with faster
route-test module isolation, cheaper default `pnpm test`, e2e isolation
from local state, and repo verification follow-ups
- Included docs/release housekeeping from the branch and added a small
follow-up commit restoring the implicit comment-reopen helpers that were
dropped during branch reconstruction

## Verification

- `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts`
- `pnpm vitest run server/src/__tests__/http-log-policy.test.ts
server/src/__tests__/heartbeat-run-log.test.ts
server/src/__tests__/health.test.ts`
- `server/src/__tests__/activity-service.test.ts`,
`server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and
`server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted
on this host but the embedded Postgres harness reported
init-script/data-dir problems and skipped or failed to start, so they
are noted as environment-limited

## Risks

- Medium: this branch changes core issue/heartbeat routing and
reopen/wakeup behavior, so regressions would affect agent execution flow
rather than isolated UI polish
- Because it also updates verification infrastructure, reviewers should
pay attention to whether the new tests are asserting the right failure
modes and not just reshaping harness behavior

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution enabled

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 13:34:52 -05:00
DottaandPaperclip e89076148a [codex] Improve workspace runtime and navigation ergonomics (#3680)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - That operator experience depends not just on issue chat, but also on
how workspaces, inbox groups, and navigation state behave over
long-running sessions
> - The current branch included a separate cluster of workspace-runtime
controls, inbox grouping, sidebar ordering, and worktree lifecycle fixes
> - Those changes cross server, shared contracts, database state, and UI
navigation, but they still form one coherent operator workflow area
> - This pull request isolates the workspace/runtime and navigation
ergonomics work into one standalone branch
> - The benefit is better workspace recovery and navigation persistence
without forcing reviewers through the unrelated issue-detail/chat work

## What Changed

- Improved execution workspace and project workspace controls, request
wiring, layout, and JSON editor ergonomics
- Hardened linked worktree reuse/startup behavior and documented the
`worktree repair` flow for recovering linked worktrees safely
- Added inbox workspace grouping, mobile collapse, archive undo,
keyboard navigation, shared group-header styling, and persisted
collapsed-group behavior
- Added persistent sidebar order preferences with the supporting DB
migration, shared/server contracts, routes, services, hooks, and UI
integration
- Scoped issue-list preferences by context and added targeted UI/server
tests for workspace controls, inbox behavior, sidebar preferences, and
worktree validation

## Verification

- `pnpm vitest run
server/src/__tests__/sidebar-preferences-routes.test.ts
ui/src/pages/Inbox.test.tsx
ui/src/components/ProjectWorkspaceSummaryCard.test.tsx
ui/src/components/WorkspaceRuntimeControls.test.tsx
ui/src/api/workspace-runtime-control.test.ts`
- `server/src/__tests__/workspace-runtime.test.ts` was attempted, but
the embedded Postgres suite self-skipped/hung on this host after
reporting an init-script issue, so it is not counted as a local pass
here

## Risks

- Medium: this branch includes migration-backed preference storage plus
worktree/runtime behavior, so merge review should pay attention to state
persistence and worktree recovery semantics
- The sidebar preference migration is standalone, but it should still be
watched for conflicts if another migration lands first

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution enabled

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 12:57:11 -05:00
Dotta b6115424b1 fix: isolate dev runner worktree env 2026-04-11 08:27:25 -05:00
dottaandPaperclip 2a84e53c1b Introduce bind presets for deployment setup
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-11 07:09:07 -05:00
Dotta 8bdf4081ee chore: improve worktree tooling and security docs 2026-04-10 22:26:30 -05:00
dottaandPaperclip 46892ded18 Add worktree reseed command
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-09 06:14:12 -05:00
dotta 34589ad457 Add worktree reseed command 2026-04-08 06:02:34 -05:00
dottaandPaperclip bd6d07d0b4 fix(ui): polish issue detail timelines and attachments
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 11:51:40 -05:00
Cody (Radius Red)andPaperclip 420cd4fd8d chore(docker): improve base image and organize docker files
- Add wget, ripgrep, python3, and GitHub CLI (gh) to base image
- Add OPENCODE_ALLOW_ALL_MODELS=true to production ENV
- Move compose files, onboard-smoke Dockerfile to docker/
- Move entrypoint script to scripts/docker-entrypoint.sh
- Add Podman Quadlet unit files (pod, app, db containers)
- Add docker/README.md with build, compose, and quadlet docs
- Add scripts/docker-build-test.sh for local build validation
- Update all doc references for new file locations
- Keep main Dockerfile at project root (no .dockerignore changes needed)

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-01 11:36:27 +00:00
Dotta 5575399af1 Merge pull request #2048 from remdev/fix/codex-rpc-client-spawn-error
fix(codex) rpc client spawn error
2026-03-30 14:24:33 -05:00
dottaandPaperclip 868cfa8c50 Auto-apply dev:once migrations
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:26 -05:00
dottaandPaperclip 6793dde597 Add idempotent local dev service management
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:26 -05:00
Mikhail Batukhtin c98af52590 test(codex-local): regression for CodexRpcClient spawn ENOENT
Add a Vitest case that mocks `node:child_process.spawn` so the child
emits `error` (ENOENT) after the constructor attaches listeners.
`getQuotaWindows()` must resolve with `ok: false` instead of leaving an
unhandled `error` event on the process.

Register `packages/adapters/codex-local` in the root Vitest workspace.

Document in DEVELOPING.md that a missing `codex` binary should not take
down the API server during quota polling.
2026-03-29 14:43:51 +03:00
dottaandPaperclip a8894799e4 Align worktree provision with worktree init
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-26 12:35:19 -05:00
dotta d53714a145 fix: manage codex home per company by default 2026-03-20 14:44:27 -05:00
dottaandPaperclip 8fc399f511 Add guarded dev restart handling
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 08:50:00 -05:00