Files
PaperClipAI/server/src/services/instance-settings.ts
T
7e40ed8c43 feat(status-cards): add experimental status card update view (#10101)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Operators need a board-level way to monitor a changing slice of
company work without repeatedly rebuilding filters or reading raw task
threads.
> - Existing summaries are useful snapshots, but they do not provide a
dedicated query-backed card with refresh policy, change tracking, update
history, and per-update cost visibility.
> - The capability needs to be safe to evaluate before it becomes part
of the default product surface.
> - This pull request adds end-to-end experimental Status Cards, from
schema and query compilation through update orchestration and operator
UI.
> - The entire feature is gated behind the `enableStatusCards`
experimental toggle, including its route and sidebar entry.
> - The benefit is a governed, inspectable way to keep focused
operational rollups current while preserving explicit controls over
refresh frequency and spend.

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and
bundled skills/docs).

### Problem or motivation

Operators cannot currently define a reusable natural-language view of
company work, compile it into an inspectable query, and keep its summary
current as matching issues change. Rebuilding filters and rereading task
threads makes board-level monitoring repetitive and hides the
relationship between source changes, refresh cost, and the resulting
summary.

### Proposed solution

Add experimental Status Cards that compile operator intent into a query,
summarize matched work, record each update, expose
manual/interval/reactive refresh policies and costs, and preserve the
last good result across stale, updating, paused, and error states. The
capability is off by default and fully gated behind `enableStatusCards`,
including its route and navigation entry.

### Alternatives considered

- Extend existing one-off summaries: rejected because status cards
require persistent query provenance, refresh policy, update history, and
card-specific cost controls.
- Add a dashboard-only filter widget: rejected because it would not
provide governed background refresh, an update ledger, or an inspectable
compile pipeline.
- Ship the surface by default: rejected in favor of an experimental
toggle while behavior and operator value are evaluated.

### Roadmap alignment

This advances Paperclip’s board-level execution visibility and
output-first product goals. `ROADMAP.md` was checked and no duplicate
status-card initiative was found.

### Additional context

No related open PR was found in the public GitHub search for status
cards. The PR-only design wireframes were removed from the repository
after review; the published prototype remains external to the production
source tree.
## What Changed

- Added company-scoped status-card schema, CRUD APIs, compile
provenance, update ledger, shared contracts, validators, and OpenAPI
coverage.
- Added the text-to-query compile pipeline, bundled `status-card-query`
agent skill, query versioning, and authorized write-back flow.
- Added the experimental board, create flow, lifecycle tiles,
detail/settings/debug drawers, archived view, routing, navigation, and
instance setting.
- Added a change-gated update engine with manual, interval, and reactive
refresh policies, trigger selection, active hours, and daily token caps.
- Added per-update token/cost recording, today and lifetime rollups, and
policy-derived cost previews.
- Added operator documentation and agent-authoring hardening for compile
and update behavior.
- Added PR-prep integration coverage for settings/startup wiring and
replaced raw UI values with design-system tokens.
- Removed the PR-only `design/pap-15023-status-cards` wireframe
artifacts so the repository contains only production feature assets.

## Verification

- `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b`
passing. The UI compile gate was also independently recorded as passing
at `6d7f3cf96b` on July 23, 2026.
- `pnpm build` — passes.
- `pnpm check:token-gates` — passes with all three gates clean.
- `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure
was an unrelated 10-second `afterAll` database-cleanup timeout in
`execution-workspaces-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts` — passes on
immediate focused rerun (25/25).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/instance-settings-service.test.ts
src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31).
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/StatusCards/StatusCardSettingsForm.test.tsx
src/pages/StatusCards/StatusCardTile.test.tsx
src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts`
— passes (26/26).
- Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost
QA PASS; security re-review PASS after write-back hardening; UX
approved.
- `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts`
— passes; reapplies migrations `0185`–`0189` against an already-migrated
embedded Postgres database.
- `pnpm --filter /db check:migrations` — passes migration numbering and
safety checks.
- `pnpm --filter /db typecheck` — passes.
- Merged current `origin/master` on July 24, 2026 with no conflicts;
migrations `0185`–`0189` remain unclaimed on master.

## Risks

- The feature introduces five database migrations and a new background
update path; all new DDL is repeat-safe after partial application,
migration numbering/safety checks pass, and update execution is
company-scoped and change-gated.
- Natural-language compilation can produce invalid or overly broad
queries; compile provenance, query validation, debug visibility, and
version history make failures inspectable and recoverable.
- Reactive or interval refresh could increase spend; active hours, max
refresh frequency, daily token caps, per-update cost records, and
budget-paused states bound and expose that risk.
- The branch name contains an internal execution identifier because it
is a fixed handoff branch; it was intentionally not renamed or rebased
per the release handoff instructions.
- Overall rollout risk is limited because the route, navigation,
services, and UI are disabled by default behind `enableStatusCards`.

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

## Model Used

- OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell
execution, GitHub CLI, and test/build execution. The runtime did not
expose a context-window size.

## Checklist

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-24 12:26:43 -05:00

435 lines
16 KiB
TypeScript

import type { Db } from "@paperclipai/db";
import { companies, instanceSettings } from "@paperclipai/db";
import {
DEFAULT_FEEDBACK_DATA_SHARING_PREFERENCE,
DEFAULT_BACKUP_RETENTION,
DEFAULT_ISSUE_GRAPH_LIVENESS_AUTO_RECOVERY_LOOKBACK_HOURS,
PAPERCLIP_CLOUD_MANAGED_BY,
instanceGeneralSettingsSchema,
type InstanceGeneralSettings,
instanceExperimentalSettingsSchema,
type InstanceExperimentalSettings,
type InstanceExperimentalSettingsWithManaged,
type ManagedExperimentalFeatureKey,
type ManagedSettingMetadata,
type PatchInstanceGeneralSettings,
type InstanceSettings,
type PatchInstanceSettings,
type PatchInstanceExperimentalSettings,
} from "@paperclipai/shared";
import { eq } from "drizzle-orm";
import { getManagedInstanceConfig, type ManagedInstanceConfig } from "./managed-config.js";
const DEFAULT_SINGLETON_KEY = "default";
const instanceGeneralSettingsStorageSchema = instanceGeneralSettingsSchema.strip();
const instanceExperimentalSettingsStorageSchema = instanceExperimentalSettingsSchema.strip();
const TRUTHY_RUNTIME_ENV_VALUES = new Set(["1", "true", "yes", "on"]);
interface InstanceSettingsServiceOptions {
runtimeEnv?: Record<string, string | undefined>;
now?: () => Date;
}
type WorktreeRunExecutionSuppressedReason =
| "not_worktree_runtime"
| "flag_disabled"
| "missing_cutoff"
| "missing_instance_id"
| "instance_id_mismatch"
| "settings_read_error";
export type WorktreeRunExecutionActivationState =
| {
armed: true;
cutoff: string;
activationInstanceId: string;
reason: null;
}
| {
armed: false;
cutoff: null;
activationInstanceId: string | null;
reason: WorktreeRunExecutionSuppressedReason;
};
export function isTruthyRuntimeEnvValue(value: string | undefined) {
return typeof value === "string" && TRUTHY_RUNTIME_ENV_VALUES.has(value.trim().toLowerCase());
}
function getRuntimeInstanceId(env: Record<string, string | undefined>) {
const instanceId = env.PAPERCLIP_INSTANCE_ID?.trim();
return instanceId ? instanceId : null;
}
function stripServerManagedExperimentalPatchFields(
patch: PatchInstanceExperimentalSettings | Record<string, unknown>,
): PatchInstanceExperimentalSettings {
const {
worktreeRunExecutionActivatedAt: _ignoredActivatedAt,
worktreeRunExecutionActivationInstanceId: _ignoredActivationInstanceId,
...patchable
} = patch as Record<string, unknown>;
return patchable as PatchInstanceExperimentalSettings;
}
export function applyExperimentalSettingsPatch(
current: unknown,
patch: PatchInstanceExperimentalSettings | Record<string, unknown>,
options: InstanceSettingsServiceOptions = {},
): InstanceExperimentalSettings {
const previousExperimental = normalizeExperimentalSettings(current);
const patchable = stripServerManagedExperimentalPatchFields(patch);
const nextExperimental = normalizeExperimentalSettings({
...previousExperimental,
...patchable,
});
const hasWorktreeRunExecutionPatch = Object.prototype.hasOwnProperty.call(
patchable,
"enableWorktreeRunExecution",
);
if (!hasWorktreeRunExecutionPatch) {
return nextExperimental;
}
if (nextExperimental.enableWorktreeRunExecution !== true) {
return {
...nextExperimental,
worktreeRunExecutionActivatedAt: null,
worktreeRunExecutionActivationInstanceId: null,
};
}
if (previousExperimental.enableWorktreeRunExecution === true) {
return nextExperimental;
}
const runtimeEnv = options.runtimeEnv ?? process.env;
if (!isTruthyRuntimeEnvValue(runtimeEnv.PAPERCLIP_IN_WORKTREE)) {
return nextExperimental;
}
return {
...nextExperimental,
worktreeRunExecutionActivatedAt: (options.now ?? (() => new Date()))().toISOString(),
worktreeRunExecutionActivationInstanceId: getRuntimeInstanceId(runtimeEnv),
};
}
function suppressWorktreeRunExecution(
reason: WorktreeRunExecutionSuppressedReason,
activationInstanceId: string | null = null,
): WorktreeRunExecutionActivationState {
return {
armed: false,
cutoff: null,
activationInstanceId,
reason,
};
}
export function resolveWorktreeRunExecutionActivation(
experimental: InstanceExperimentalSettings,
currentInstanceId: string | null | undefined,
): WorktreeRunExecutionActivationState {
if (experimental.enableWorktreeRunExecution !== true) {
return suppressWorktreeRunExecution(
"flag_disabled",
experimental.worktreeRunExecutionActivationInstanceId,
);
}
if (!experimental.worktreeRunExecutionActivatedAt) {
return suppressWorktreeRunExecution(
"missing_cutoff",
experimental.worktreeRunExecutionActivationInstanceId,
);
}
if (!currentInstanceId) {
return suppressWorktreeRunExecution(
"missing_instance_id",
experimental.worktreeRunExecutionActivationInstanceId,
);
}
if (experimental.worktreeRunExecutionActivationInstanceId !== currentInstanceId) {
return suppressWorktreeRunExecution(
"instance_id_mismatch",
experimental.worktreeRunExecutionActivationInstanceId,
);
}
return {
armed: true,
cutoff: experimental.worktreeRunExecutionActivatedAt,
activationInstanceId: currentInstanceId,
reason: null,
};
}
export async function resolveWorktreeRunExecutionActivationState(options: {
getExperimental: () => Promise<InstanceExperimentalSettings>;
runtimeEnv?: Record<string, string | undefined>;
}): Promise<WorktreeRunExecutionActivationState> {
const runtimeEnv = options.runtimeEnv ?? process.env;
if (!isTruthyRuntimeEnvValue(runtimeEnv.PAPERCLIP_IN_WORKTREE)) {
return suppressWorktreeRunExecution("not_worktree_runtime");
}
try {
return resolveWorktreeRunExecutionActivation(
await options.getExperimental(),
getRuntimeInstanceId(runtimeEnv),
);
} catch {
return suppressWorktreeRunExecution("settings_read_error");
}
}
function normalizeGeneralSettings(raw: unknown): InstanceGeneralSettings {
const parsed = instanceGeneralSettingsStorageSchema.safeParse(raw ?? {});
if (parsed.success) {
return {
censorUsernameInLogs: parsed.data.censorUsernameInLogs ?? false,
keyboardShortcuts: parsed.data.keyboardShortcuts ?? false,
feedbackDataSharingPreference:
parsed.data.feedbackDataSharingPreference ?? DEFAULT_FEEDBACK_DATA_SHARING_PREFERENCE,
backupRetention: parsed.data.backupRetention ?? DEFAULT_BACKUP_RETENTION,
// Absent => unrestricted; only carry through an explicit policy.
...(parsed.data.executionMode ? { executionMode: parsed.data.executionMode } : {}),
};
}
return {
censorUsernameInLogs: false,
keyboardShortcuts: false,
feedbackDataSharingPreference: DEFAULT_FEEDBACK_DATA_SHARING_PREFERENCE,
backupRetention: DEFAULT_BACKUP_RETENTION,
};
}
export function normalizeExperimentalSettings(raw: unknown): InstanceExperimentalSettings {
const parsed = instanceExperimentalSettingsStorageSchema.safeParse(raw ?? {});
if (parsed.success) {
return {
enableEnvironments: parsed.data.enableEnvironments ?? false,
enableIsolatedWorkspaces: parsed.data.enableIsolatedWorkspaces ?? false,
enableStreamlinedLeftNavigation: parsed.data.enableStreamlinedLeftNavigation ?? true,
enableApps: parsed.data.enableApps ?? false,
enablePipelines: parsed.data.enablePipelines ?? false,
enableCases: parsed.data.enableCases ?? false,
enableConferenceRoomChat: parsed.data.enableConferenceRoomChat ?? false,
enableIssuePlanDecompositions: parsed.data.enableIssuePlanDecompositions ?? false,
enableExperimentalFileViewer: parsed.data.enableExperimentalFileViewer ?? false,
enableTaskWatchdogs: parsed.data.enableTaskWatchdogs ?? false,
enableCloudSync: parsed.data.enableCloudSync ?? false,
enableExternalObjects: parsed.data.enableExternalObjects ?? false,
enableSmokeLab: parsed.data.enableSmokeLab ?? false,
enableBuiltInAgents: parsed.data.enableBuiltInAgents ?? false,
enableSummaries: parsed.data.enableSummaries ?? false,
enableStatusCards: parsed.data.enableStatusCards ?? false,
enableDecisions: parsed.data.enableDecisions ?? false,
enableGoalsSidebarLink: parsed.data.enableGoalsSidebarLink ?? false,
enableServerInfoDebugView: parsed.data.enableServerInfoDebugView ?? false,
autoRestartDevServerWhenIdle: parsed.data.autoRestartDevServerWhenIdle ?? false,
enableIssueGraphLivenessAutoRecovery: parsed.data.enableIssueGraphLivenessAutoRecovery ?? false,
enableWorkspaceBranchReconcileForward: parsed.data.enableWorkspaceBranchReconcileForward ?? true,
enableWorkspaceDirtyQuarantineRepair: parsed.data.enableWorkspaceDirtyQuarantineRepair ?? true,
enableWorktreeRunExecution: parsed.data.enableWorktreeRunExecution ?? false,
worktreeRunExecutionActivatedAt: parsed.data.worktreeRunExecutionActivatedAt ?? null,
worktreeRunExecutionActivationInstanceId:
parsed.data.worktreeRunExecutionActivationInstanceId ?? null,
issueGraphLivenessAutoRecoveryLookbackHours:
parsed.data.issueGraphLivenessAutoRecoveryLookbackHours ??
DEFAULT_ISSUE_GRAPH_LIVENESS_AUTO_RECOVERY_LOOKBACK_HOURS,
};
}
return {
enableEnvironments: false,
enableIsolatedWorkspaces: false,
enableStreamlinedLeftNavigation: true,
enableApps: false,
enablePipelines: false,
enableCases: false,
enableConferenceRoomChat: false,
enableTaskWatchdogs: false,
enableIssuePlanDecompositions: false,
enableExperimentalFileViewer: false,
enableCloudSync: false,
enableExternalObjects: false,
enableSmokeLab: false,
enableBuiltInAgents: false,
enableSummaries: false,
enableStatusCards: false,
enableDecisions: false,
enableGoalsSidebarLink: false,
enableServerInfoDebugView: false,
autoRestartDevServerWhenIdle: false,
enableIssueGraphLivenessAutoRecovery: false,
enableWorkspaceBranchReconcileForward: true,
enableWorkspaceDirtyQuarantineRepair: true,
enableWorktreeRunExecution: false,
worktreeRunExecutionActivatedAt: null,
worktreeRunExecutionActivationInstanceId: null,
issueGraphLivenessAutoRecoveryLookbackHours:
DEFAULT_ISSUE_GRAPH_LIVENESS_AUTO_RECOVERY_LOOKBACK_HOURS,
};
}
export type ManagedExperimentalKeyMetadata = Partial<
Record<ManagedExperimentalFeatureKey, ManagedSettingMetadata>
>;
/**
* Overlay the cloud managed-config feature values over normalized settings.
*
* Read-time precedence: code floor (cloud) > managed overlay > tenant DB
* value > schema default. (No code floors are expressed as flags today —
* floors are enforced in code at the guarded routes, independent of any
* flag value.) The overlay is deliberately never persisted: it re-asserts on
* every read, so a DB restore or manual row edit cannot resurrect a
* capability the harness has disabled.
*/
export function applyManagedExperimentalOverlay(
experimental: InstanceExperimentalSettings,
managedConfig: ManagedInstanceConfig | null,
): { experimental: InstanceExperimentalSettings; managedKeys: ManagedExperimentalKeyMetadata } {
if (!managedConfig) return { experimental, managedKeys: {} };
const next: InstanceExperimentalSettings = { ...experimental };
const managedKeys: ManagedExperimentalKeyMetadata = {};
for (const [key, value] of Object.entries(managedConfig.features) as Array<
[ManagedExperimentalFeatureKey, boolean]
>) {
next[key] = value;
managedKeys[key] = { managed: true, managedBy: PAPERCLIP_CLOUD_MANAGED_BY };
}
return { experimental: next, managedKeys };
}
export function instanceSettingsService(db: Db, options: InstanceSettingsServiceOptions = {}) {
// Fail closed: a malformed PAPERCLIP_MANAGED_CONFIG throws here (and at
// boot in index.ts) rather than silently running without the overlay.
const managedConfig = getManagedInstanceConfig(options.runtimeEnv ?? process.env);
function toExperimentalView(raw: unknown): InstanceExperimentalSettingsWithManaged {
const { experimental, managedKeys } = applyManagedExperimentalOverlay(
normalizeExperimentalSettings(raw),
managedConfig,
);
// Self-hosted responses stay byte-identical: no managedKeys field at all.
return managedConfig ? { ...experimental, managedKeys } : experimental;
}
function toInstanceSettings(row: typeof instanceSettings.$inferSelect): InstanceSettings {
return {
id: row.id,
defaultEnvironmentId: row.defaultEnvironmentId ?? null,
general: normalizeGeneralSettings(row.general),
experimental: toExperimentalView(row.experimental),
createdAt: row.createdAt,
updatedAt: row.updatedAt,
} as InstanceSettings;
}
async function getOrCreateRow() {
const existing = await db
.select()
.from(instanceSettings)
.where(eq(instanceSettings.singletonKey, DEFAULT_SINGLETON_KEY))
.then((rows) => rows[0] ?? null);
if (existing) return existing;
const now = new Date();
const [created] = await db
.insert(instanceSettings)
.values({
singletonKey: DEFAULT_SINGLETON_KEY,
general: {},
experimental: {},
createdAt: now,
updatedAt: now,
})
.onConflictDoUpdate({
target: [instanceSettings.singletonKey],
set: {
updatedAt: now,
},
})
.returning();
if (created) return created;
const raced = await db
.select()
.from(instanceSettings)
.where(eq(instanceSettings.singletonKey, DEFAULT_SINGLETON_KEY))
.then((rows) => rows[0] ?? null);
if (raced) return raced;
throw new Error("Failed to initialize instance settings row");
}
return {
get: async (): Promise<InstanceSettings> => toInstanceSettings(await getOrCreateRow()),
update: async (patch: PatchInstanceSettings): Promise<InstanceSettings> => {
const current = await getOrCreateRow();
const now = new Date();
const [updated] = await db
.update(instanceSettings)
.set({
...(Object.prototype.hasOwnProperty.call(patch, "defaultEnvironmentId")
? { defaultEnvironmentId: patch.defaultEnvironmentId ?? null }
: {}),
updatedAt: now,
})
.where(eq(instanceSettings.id, current.id))
.returning();
return toInstanceSettings(updated ?? current);
},
getGeneral: async (): Promise<InstanceGeneralSettings> => {
const row = await getOrCreateRow();
return normalizeGeneralSettings(row.general);
},
getExperimental: async (): Promise<InstanceExperimentalSettingsWithManaged> => {
const row = await getOrCreateRow();
return toExperimentalView(row.experimental);
},
updateGeneral: async (patch: PatchInstanceGeneralSettings): Promise<InstanceSettings> => {
const current = await getOrCreateRow();
const nextGeneral = normalizeGeneralSettings({
...normalizeGeneralSettings(current.general),
...patch,
});
const now = new Date();
const [updated] = await db
.update(instanceSettings)
.set({
general: { ...nextGeneral },
updatedAt: now,
})
.where(eq(instanceSettings.id, current.id))
.returning();
return toInstanceSettings(updated ?? current);
},
updateExperimental: async (patch: PatchInstanceExperimentalSettings): Promise<InstanceSettings> => {
const current = await getOrCreateRow();
const nextExperimental = applyExperimentalSettingsPatch(current.experimental, patch, options);
const now = new Date();
const [updated] = await db
.update(instanceSettings)
.set({
experimental: { ...nextExperimental },
updatedAt: now,
})
.where(eq(instanceSettings.id, current.id))
.returning();
return toInstanceSettings(updated ?? current);
},
listCompanyIds: async (): Promise<string[]> =>
db
.select({ id: companies.id })
.from(companies)
.then((rows) => rows.map((row) => row.id)),
};
}