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PaperClipAI/maps/feature-map/routines.md
DottaandPaperclip 473c80d13f Automatically import and update project repository skills (#16066)
Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources.

Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 16:11:43 -05:00

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Automation and structured work 60 10

Routines, schedules, and triggers

Operators define repeatable work, configure its inputs and triggers, run it on demand or automatically, and inspect the execution history and resulting tasks.

Implementation: routine list, routine detail, trigger editor.

Agent access: companion.

Sub-features

  • definition: save the request, agent, project, variables, and execution context.
  • triggers: configure supported schedules/webhooks or other offered triggers.
  • run-now: supply inputs and create an observable routine execution.
  • history: inspect resulting tasks and past outcomes.
  • management: organize, pause/disable, archive, and distinguish plugin-managed routines.

How to get to it (user POV)

routine-editor

Open /routines, create one, and inspect /routines/:routineId and its edit sections.

trigger-history

Use the routine's trigger controls and Runs/Recent Runs/Audit links; lists also offer Run now. History records configuration versions, not executions.

Driving it with Playwright and the Paperclip CLI

Preconditions: follow the baseline. Use a disposable routine, deterministic test agent, and harmless target. Record schedule timezone and enabled state.

routine-editor

Automated: routine detail helper tests project-selector options, not the rendered editor. Routine service covers server contracts. Saving and running through the editor remain manual checks.

Manual: Save an agent, request, project, and a required variable. Reload and inspect the saved definition. Run now with a distinguishable input, follow the resulting task, and verify its output and history entry. Check a missing required input.

Variables are detected from {{name}} placeholders; mark a detected variable Required and verify missing input prevents Run routine. Configuration can be checked without model credentials. A successful subprocess run alone does not complete the generated task or establish a useful task output.

trigger-history

Automated: trigger wizard is component coverage; routine integration is server integration rather than a provider-wide browser proof.

Manual: Set a near-term disposable schedule or authorized test webhook, verify one eligible execution and its source trigger, then disable it and confirm further invocations stop. Inspect a failed execution without losing its history. Remove the temporary trigger after testing.

Gotchas

  • Saving a schedule does not prove the scheduler invoked it.
  • Timezone, overlap/concurrency rules, and plugin ownership affect behavior.
  • A routine run’s task must still respect pause, access, and budget gates.
  • Managed idle hosts may use the routine wake protocol to sleep between supported future runs. The host must save a durable alarm and verify the same generation before stopping. Local execution and catch-up remain unchanged. Unsupported triggers and other pending work keep it awake.

Latest skill references

Routine instructions retain stable skill mentions. After a project source syncs an upstream change, the next execution uses the latest installed version without waiting on GitHub. Record the resolved version before/after and verify a resumed execution keeps its original version. Private skill references require current project access for both the agent and its responsible person.

Storybook verification

run-now

Scope: ui Storybook: Mount RoutineRunVariablesDialog through actual RoutineDetail with required/default inputs, project/workspace overrides, pending, blocked and failed submission. RunButton-only no-op examples do not supply/run inputs. Production: POST /routines/{id}/run must validate variables, create one attributed execution/task and obey pause/access/budget gates; inspect actual task outcome separately. Sources: Source: RoutineRunVariablesDialog.tsx, RoutineDetail.tsx, routines.ts. Tests: RoutineRunVariablesDialog.test.tsx, routines-service.test.ts, routines-e2e.test.ts

Documentation scope: Routines, pipelines, cases, and status cards

All four capabilities have recipes. Trigger/provider/timezone combinations, custom case schemas, stage automation types, and summarizer quality need deeper cases.