mirror of
https://github.com/paperclipai/paperclip.git
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## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People enter that work through the workspace, agent conversations, and tasks. > - Coordinator and Agent Chat still require experimental enrollment. > - Task link prefetches do not warm the compact queries used by the default task view. Chat also waits for a request when its navigation list already holds the conversation. > - This pull request makes Coordinator and Agent Chat standard and reuses the reads needed for navigation. > - People can choose Classic workspace in Experimental settings. Cached work can appear while fresh data loads. ## Linked Issues or Issue Description **What existing behavior does this improve?** Workspace selection, Agent Chat availability, and navigation between Chat, Tasks, and task details. **Subsystem affected** Cross-cutting: UI, workspace preferences, instance settings, and the database migration. **Current behavior** People must enable Coordinator and Agent Chat in Experimental settings. Opening a task can repeat requests because prefetch warms the full detail and comment queries, while the default view reads compact task data and a recent comment window. Opening Chat waits for a detail request even when the current person's conversation list contains it. **Proposed behavior** Coordinator is the standard workspace for everyone. Experimental settings offer Classic workspace, off by default. Old Coordinator experiment values do not select Classic. Agent Chat is available to everyone, including instances with an old saved or managed off value. Task link intent warms the queries used by the mounted view. Chat can use the current person's company-scoped conversation list during refresh. **Reason and benefit** People can use the standard workspace without setup. Repeat navigation can show cached content while the server refreshes it. **Breaking changes** Existing Coordinator experiment and Agent Chat off values no longer disable these surfaces. Classic requires an explicit new opt-in. The workspace API keeps its existing response shape and audit checks. The migration retains legacy values and adds a separate Classic preference. Execution permissions, company access, and chat privacy checks still apply. **Additional context** Roadmap check: this graduates existing surfaces and improves their navigation. It does not add a new agent execution capability. Duplicate searches found no open Coordinator workspace PR. Related server cache work, Refs: #17828, addresses compact issue-list invalidation; this PR addresses client navigation queries. ## What Changed - Add a default-off Classic workspace preference. Derive the existing workspace API response from that choice. Keep personal persistence, account isolation, and audited writes in the workspace preference service. - Replace the Coordinator experiment control with Classic workspace. Use Coordinator while preferences load. Update the existing settings examples and navigation recipe. - Retire the Agent Chat experiment control. Ignore old stored and managed off values. Retain the compatibility key and the existing execution and access checks. - Reuse account- and company-scoped chat list data with its original freshness timestamp. - Share compact task and recent-comment query options between prefetch and the task view. Keep full-history prefetch for Classic tasks and expanded history. - Add upgrade, replay, cache, account isolation, and browser switching regressions. Update product, database, development, and roadmap documentation. ## Verification - Targeted preference, settings, migration, cache, and UI regression tests passed during implementation. The cache tests hold refresh requests pending and check that content still renders. They also check account isolation and stale refresh behavior. - A real browser test verified fresh Coordinator defaults, Classic opt-in persistence, and return to Coordinator. It used an isolated source checkout with fresh data on macOS. - Token, migration numbering and safety, map, and Storybook catalog checks pass after the rebase. - Repository typecheck and build pass. Typecheck and token gates also pass after review repairs. The broad local run passed all six chat integration shards (1,931 tests). It then found the host-CLI-dependent recovery fixture described below. Its remaining duplicate work was stopped after the full current-head CI matrix passed; this is not a claim that the broad local command completed green. - Review repairs passed 419 UI/migration fixture tests, 19 Coordinator navigation tests, and all 214 tests in the five affected server suites. The 24 Chat/workspace browser tests pass, including standard Coordinator switching and explicit Classic persistence. - The broader browser repair run passed 85 tests. It retained two failed assertions and skipped five later serial cases. The affected files then passed all 11 tests after the fixes: reopen the desktop panel after reload and open More for Audit and Connectors. This includes the five serial cases that had not run. - The broad local suite exposed a recovery fixture that executed the host Codex CLI during a simulated remote probe. On a host with Codex 0.154.0, model fallback broke its fixed-model assertion. The fake sandbox now reports Codex 0.160.0. All 20 selected recovery/provider compatibility cases pass after the repair. - A CLI company import/export suite timed out during server startup in the second CI run. The port fallback is intentional in that fixture. No root cause was established. That suite passes on the final commit in CI. This records recovery, not a claimed product fix for the earlier timeout. - The first CI run exposed remaining assumptions about the retired flags and Classic UI. The repair commit updates those fixtures and navigation steps. It also restores the missing enabled Cases destination in Coordinator. Earlier local recovery attempts used the wrong fixture notification and advanced fake time during live execution; the corrected tests use the subscribed recovery queue and wall time during execution. - Greptile reviewed commit `98972b030d4505d838427a2fca6b196b8cad6d47` at **5/5** with no new comments. The original finding is resolved. - Current-head CI is green: **56 successful checks**, with three checks skipped by workflow filters. This includes typecheck, build, the complete Vitest matrix, all eight browser shards, Runner verification, release checks, and security checks. [Final CI run](https://github.com/paperclipai/paperclip/actions/runs/42132651414). - Typecheck caught missing `pid` and `startedAt` fields in the simulated command result. The fixture now returns the complete process contract, and the server test-layer typecheck passes. - Storybook catalog alignment was checked. Storybook play tests were not run. Hosted latency and cold bundle loading were not measured. ## Risks - The new default changes the workspace for people who previously left the Coordinator experiment off. They can opt into Classic in Experimental settings. - The additive migration must run before the new server code. It is safe to replay and preserves explicit Classic choices. - Cached content can be stale during background refresh. Existing query invalidation and source timestamps still control freshness. - These changes reduce avoidable loading waits. They do not establish a measured improvement in hosted request latency or initial bundle download time. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser automation. The exact serving revision and context-window size are not exposed in this session. ## 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: Scott Tong <scott@scottsmbpm5max.lan> Co-authored-by: Paperclip <noreply@paperclip.ing>
455 lines
18 KiB
TypeScript
455 lines
18 KiB
TypeScript
import { z } from "zod";
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import { instanceExperimentalSettingsSchema } from "./validators/instance.js";
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/**
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* Feature catalog for cloud-managed instances.
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*
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* The instance-settings zod schema is the feature manifest; this module adds
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* only metadata about the flags the schema already declares. Keys are derived
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* from the schema type, so adding, removing, or renaming a boolean flag in
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* `instanceExperimentalSettingsSchema` without updating the metadata map is a
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* compile error (and vice versa).
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*
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* Tiers:
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* - `preference`: tenant-controllable taste setting; the cloud harness does
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* not manage it.
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* - `managed`: the cloud harness may set this per fleet/stack via
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* `PAPERCLIP_MANAGED_CONFIG`.
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* - `floor`: pinned by code on managed instances; no flag value may widen it.
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*/
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export const FEATURE_TIERS = ["preference", "managed", "floor"] as const;
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export type FeatureTier = (typeof FEATURE_TIERS)[number];
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type ExperimentalSettings = z.infer<typeof instanceExperimentalSettingsSchema>;
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/**
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* The boolean flag keys of the experimental settings schema. Non-flag keys
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* (activation timestamps, numeric tuning values) are excluded.
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*/
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export type InstanceFeatureKey = {
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[K in keyof ExperimentalSettings]: ExperimentalSettings[K] extends boolean ? K : never;
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}[keyof ExperimentalSettings];
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export interface FeatureCatalogEntry {
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title: string;
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description: string;
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tier: FeatureTier;
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/** Desired default on cloud-managed instances. */
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cloudDefault: boolean;
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/** Must match the schema default; enforced by test. */
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selfHostedDefault: boolean;
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}
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export const INSTANCE_FEATURE_CATALOG: Record<InstanceFeatureKey, FeatureCatalogEntry> = {
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enableEnvironments: {
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title: "Environments",
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description:
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"Show environment management in company settings and allow project and agent environment assignment controls.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableAiConnectionRouters: {
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title: "AI connection routers",
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description: "Allow experimental plugin connections to choose task-pinned accounts and harnesses.",
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tier: "managed", cloudDefault: false, selfHostedDefault: false,
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},
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enableNativeRunner: {
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title: "Paperclip Runner",
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description:
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"Allow explicitly configured local Codex, OpenCode, and qualified ACPX agents to use the experimental Rust Paperclip Runner, including authenticated sandbox ingress when required. Onboarding remains on legacy adapters.",
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tier: "managed",
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cloudDefault: false,
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// On by default for self-hosted instances. Requires a Rust toolchain (or
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// PAPERCLIP_RUNNER_BINARY) for `pnpm dev`, which builds runnerd whenever
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// this is on.
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selfHostedDefault: true,
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},
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enableManagedSandboxOnly: {
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title: "Managed Environment Only",
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description:
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"Hide the local environment and run all agents in the platform-managed environment.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableIsolatedWorkspaces: {
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title: "Isolated Workspaces",
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description:
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"Show execution workspace controls in project configuration and allow isolated workspace behavior for task runs.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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remoteWorkspaceStorageEnabled: {
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title: "Remote workspace storage",
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description: "Keep eligible new native sandbox workspaces remote when durable storage is configured, and save verified snapshots in object storage.",
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tier: "managed",
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cloudDefault: true,
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selfHostedDefault: true,
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},
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enableIsolatedWorkspacesByDefault: {
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title: "Isolated Workspaces By Default",
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description:
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"Treat a project that has no execution workspace policy of its own as if it selected isolated workspaces, so its tasks get a per-task worktree instead of sharing the project checkout. Requires Isolated Workspaces. A project that carries its own policy keeps it.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableStreamlinedLeftNavigation: {
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title: "Streamlined Left Navigation",
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description: "Use the streamlined main sidebar navigation layout.",
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tier: "preference",
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cloudDefault: true,
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selfHostedDefault: true,
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},
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enableStreamlinedUi: {
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title: "Streamlined UI",
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description:
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"Use the streamlined application shell, shared task collections, focused task detail layout, contextual navigation, and simplified main sidebar.",
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tier: "preference",
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cloudDefault: true,
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selfHostedDefault: true,
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},
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enableApps: {
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title: "Apps (compatibility)",
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description:
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"Deprecated compatibility key. Apps is always enabled; stored and managed values are ignored.",
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tier: "managed",
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cloudDefault: true,
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selfHostedDefault: true,
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},
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enablePublicMcp: {
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title: "Assistant connections (MCP)",
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description: "Let external assistants connect as a person to review work, delegate tasks, add feedback, and follow results.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableGitHubReviewBots: {
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title: "GitHub review bots",
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description: "Show GitHub review bot setup and management independently of chat connectors. Existing bots keep running when hidden; GitHub tool connections are unaffected.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableOpenAiDot: {
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title: "OpenAI Dot",
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description: "Add OpenAI Dot as a standalone agent choice with its own experimental opt-in. Requires Assistant connections (MCP) and an authenticated instance with a public HTTPS URL.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableGrokBot: {
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title: "Grok Bot",
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description: "Connect an existing Grok Bot as an experimental Paperclip agent. Requires Assistant connections (MCP), Paperclip Runner, and an authenticated public HTTPS instance. Provider spending is not reported.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableMuse: {
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title: "Muse — Personal agent",
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description: "Connect your personal Meta Muse through its managed background receiver and the external Paperclip Runner. Experimental; requires authenticated public HTTPS and Paperclip Runner.",
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tier: "managed", cloudDefault: false, selfHostedDefault: false,
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},
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enableChatConnectors: {
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title: "Chat connectors",
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description:
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"Show experimental chat connector setup and Board surfaces. Existing connections keep running when hidden; AgentMail, GitHub review bots, and tool connectors are unaffected.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableMemoryConnectors: {
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title: "Memory connectors",
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description: "Show experimental Mem0, Zep, Supermemory, Cognee, and Honcho setup. Existing connections keep running when hidden.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enablePaperclipNotebook: {
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title: "Paperclip Notebook",
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description: "Allow Paperclip Notebook connections and publishing through an explicitly enabled instance rollout.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableGoogleWorkspaceConnector: {
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title: "Google Workspace connector (Paperclip)",
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description: "Show and allow the built-in Google Workspace connector while its Google app verification is pending. When off, Google apps are offered through Composio and Arcade instead.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableMcpAggregators: {
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title: "MCP aggregators (compatibility)",
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description: "Deprecated compatibility key. MCP aggregators are always enabled; stored and managed values are ignored.",
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tier: "managed",
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cloudDefault: true,
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selfHostedDefault: true,
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},
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enableCases: {
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title: "Cases",
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description:
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"Durable work products that tasks create and iterate on. Adds the Cases tab and the agent case API.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableAgentChat: {
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title: "Agent Chat (compatibility)",
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description: "Deprecated compatibility key. Agent Chat is always enabled; stored and managed values are ignored.",
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tier: "managed",
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cloudDefault: true,
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selfHostedDefault: true,
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},
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enableCombinedInboxTasks: {
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title: "Combined Inbox + Task List",
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description:
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"Inbox becomes a set of views inside Tasks: one Tasks row in the nav carries the unread badge, and a Views menu reaches every inbox and task view.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableArtifactsV1: {
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title: "Artifacts V1",
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description:
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"The artifact presentation from the artifact directions lab: paper stacks and tiles on the Artifacts page, compact rows in the panel's Artifacts tab, and grouped rows in the task thread.",
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tier: "managed",
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cloudDefault: true,
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selfHostedDefault: true,
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},
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enableConferenceRoomChat: {
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title: "Conference Room Chat",
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description:
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"Add the Conference Room team chat, the live activity feed, and the redesigned onboarding; restyles task threads as chat bubbles.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableClassicTaskInterface: {
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title: "Classic Task Interface",
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description:
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"Restore the pre-chat task detail page: the page-level header with inline description editor, the plain comment thread, and the fixed Properties sidebar. Chat-only features (streaming activity folding, inline plan/question cards, the three-mode composer) are unavailable in the classic view.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableLegacyComposerSubmit: {
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title: "Command/Ctrl+Enter to Submit",
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description:
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"Require Command/Ctrl+Enter to submit task replies and new tasks. Enter inserts a new line.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableIssuePlanDecompositions: {
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title: "Task Plan Decomposition",
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description: "Show accepted-plan decomposition history on task detail pages.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableExperimentalFileViewer: {
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title: "Experimental File Viewer",
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description:
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"Show task detail controls for browsing and previewing workspace files relative to a task.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableStatusCards: {
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title: "Status Cards",
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description:
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"Enable the experimental shared status-card board, update engine, and gated API.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableExternalObjects: {
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title: "External Objects",
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description:
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"Detect external URLs in issues and show resolved status for pull requests, tickets, and other referenced work objects.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableSmokeLab: {
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title: "Smoke Lab",
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description:
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"Add the Smoke Lab tab and dashboard card for exercising integration paths against deterministic local fixtures. Private deployments only.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableBuiltInAgents: {
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title: "Built-in Agents",
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description:
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"Show Paperclip-managed built-in agent surfaces, including roster badges, the Built-in agents tab, and setup controls.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableBetaSkills: {
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title: "Beta skills",
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description: "Allow agents to pin beta releases of the Paperclip core skill.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableSummaries: {
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title: "Summaries",
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description:
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"Show Summarizer-generated status slots on project and workspace pages, with on-demand refresh and revision history.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableDecisions: {
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title: "Decisions",
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description:
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"Show the Decisions item in the main sidebar — the attention home that surfaces tasks awaiting input.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableFastResponses: {
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title: "Experimental fast responses",
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description:
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"Allow short acknowledgements while agents begin work. Configure them in Settings → Connections.",
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tier: "managed",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableGoalsSidebarLink: {
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title: "Goals Sidebar Link",
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description: "Restore the Goals item in the main sidebar while the goals surface is being evaluated.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableSimplifiedEnglishInteractions: {
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title: "Simplified English Interactions",
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description:
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"Instruct agents to write user interactions (confirmations, questions, suggested tasks) in ASD-STE100 Simplified Technical English with brief decision context.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableServerInfoDebugView: {
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title: "Server Info Debug View",
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description:
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"Show a Server section in the account drawer with the current server restart time and running commit.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enablePaperclipDeveloperMode: {
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title: "Paperclip Developer Mode",
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description:
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"Show internal Paperclip maintainer tools and observability links, including Honeycomb trace queries on run pages.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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autoRestartDevServerWhenIdle: {
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title: "Auto-Restart Dev Server When Idle",
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description:
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"In local development, wait for queued and running agent runs to finish, then restart the server automatically when backend changes make the current boot stale.",
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tier: "preference",
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cloudDefault: false,
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selfHostedDefault: false,
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},
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enableWorkspaceBranchReconcileForward: {
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title: "Workspace Branch Reconcile Forward",
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description:
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"Let execution workspaces reconcile a diverged recorded branch forward instead of failing branch containment.",
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tier: "managed",
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cloudDefault: true,
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selfHostedDefault: true,
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},
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enableWorkspaceDirtyQuarantineRepair: {
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title: "Workspace Dirty Quarantine Repair",
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description:
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"Let workspace runtime recovery quarantine and repair dirty execution workspaces before runs.",
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tier: "managed",
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cloudDefault: true,
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selfHostedDefault: true,
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},
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enableOwnerInstanceAdmin: {
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title: "Owner Instance Admin",
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description:
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"On cloud-managed instances, grant the stack owner instance-admin access to their own dedicated instance. Elevation is computed at the trusted-header auth boundary; no instance admin role rows are created. Inert on self-hosted instances.",
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tier: "managed",
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|
cloudDefault: true,
|
|
selfHostedDefault: false,
|
|
},
|
|
enableSandboxDuplexBridge: {
|
|
title: "Sandbox Duplex Bridge",
|
|
description:
|
|
"Let a run open the sandbox duplex command-stream bridge when the provider grants the capability. The host reads this per run before it selects the transport. Off keeps the file bridge for every run.",
|
|
tier: "managed",
|
|
cloudDefault: false,
|
|
selfHostedDefault: false,
|
|
},
|
|
enableRunnerPreviewIngress: {
|
|
title: "Runner Preview Ingress (Deprecated)",
|
|
description:
|
|
"Compatibility-only key retained for older managed configs. Runner ingress follows the Paperclip Runner setting.",
|
|
tier: "managed",
|
|
cloudDefault: false,
|
|
selfHostedDefault: false,
|
|
},
|
|
enableWorktreeRunExecution: {
|
|
title: "Worktree Run Execution",
|
|
description:
|
|
"Let the scheduler execute runs inside an isolated git-worktree preview instance for tasks created after activation.",
|
|
tier: "managed",
|
|
cloudDefault: false,
|
|
selfHostedDefault: false,
|
|
},
|
|
enableFirstTaskPlanProposal: {
|
|
title: "First task: propose with a plan document",
|
|
description:
|
|
"When the user's first request is a single task, the chief of staff writes a short plan document and a checkbox card instead of a one-card confirmation. Applies to organizations created after the toggle is flipped.",
|
|
tier: "preference",
|
|
cloudDefault: false,
|
|
selfHostedDefault: false,
|
|
},
|
|
};
|
|
|
|
export const INSTANCE_FEATURE_KEYS = Object.keys(INSTANCE_FEATURE_CATALOG).sort() as InstanceFeatureKey[];
|
|
|
|
/**
|
|
* Shape of the `feature-catalog.json` release artifact the cloud harness
|
|
* imports per app release and validates feature writes against.
|
|
*/
|
|
export const featureCatalogArtifactSchema = z
|
|
.object({
|
|
catalogVersion: z.string().min(1),
|
|
features: z.record(
|
|
z.string().min(1),
|
|
z.object({ tier: z.enum(FEATURE_TIERS) }).strict(),
|
|
),
|
|
})
|
|
.strict();
|
|
|
|
export type FeatureCatalogArtifact = z.infer<typeof featureCatalogArtifactSchema>;
|
|
|
|
export function buildFeatureCatalogArtifact(catalogVersion: string): FeatureCatalogArtifact {
|
|
if (catalogVersion.trim().length === 0) {
|
|
throw new Error("catalogVersion must be a non-empty string");
|
|
}
|
|
const features: FeatureCatalogArtifact["features"] = {};
|
|
for (const key of INSTANCE_FEATURE_KEYS) {
|
|
features[key] = { tier: INSTANCE_FEATURE_CATALOG[key].tier };
|
|
}
|
|
return { catalogVersion, features };
|
|
}
|
|
|
|
/** Deterministic serialization (sorted keys, trailing newline) for the artifact file. */
|
|
export function renderFeatureCatalogArtifact(catalogVersion: string): string {
|
|
return `${JSON.stringify(buildFeatureCatalogArtifact(catalogVersion), null, 2)}\n`;
|
|
}
|