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