Files
PaperClipAI/doc/INSTALLING.md
T
DottaandPaperclip 0f0e544317 fix(cli): open dashboard after onboarding service starts (#12164)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The CLI can install and start Paperclip as a managed user service
during onboarding.
> - Recent fixes now install the service shim and remove the redundant
foreground start prompt.
> - The service path still ends without a dashboard URL or an open
browser.
> - The server can also move to a free port when the configured port is
busy.
> - This pull request adds a health-aware handoff to the managed
service's actual endpoint.
> - The benefit is that new users can reach Paperclip without starting a
second process.

## Linked Issues or Issue Description

**What happened?**

After interactive onboarding installs and starts the managed service,
the command ends without printing the dashboard URL or opening the
browser. If the configured port is busy, the service can use a fallback
port that the onboarding process does not know.

**Expected behavior**

Onboarding must print the dashboard URL that belongs to the managed
service. An interactive terminal should open the URL after the local
health check succeeds. A non-interactive terminal should only print the
URL.

**Steps to reproduce**

1. Start from a host without an installed Paperclip service.
2. Run another process on the configured Paperclip port.
3. Run `npx paperclipai@<version> onboard` in an interactive terminal.
4. Accept the managed service installation.
5. Observe that the service starts on a fallback port, but onboarding
does not provide or open that dashboard URL.

**Paperclip version or commit**

`b6854e61c` on `master`, after #12148, #12151, and #12153.

**Deployment mode**

Local managed user service on macOS or Linux.

**Installation method**

`npx paperclipai@<version> onboard`. The same onboarding path can also
run after `install.sh`.

Related public pull requests: #12148, #12151, and #12153.

## What Changed

- Record each running CLI server's PID, selected port, and dashboard URL
in atomic per-instance runtime metadata.
- Accept runtime metadata only when its PID matches the active managed
service.
- Wait for the selected runtime endpoint to report healthy before
printing its URL.
- Open the URL in interactive terminals and keep headless runs
browser-free.
- Keep the printed configured URL as a fallback when runtime discovery
fails.
- Use browser-launch wording that only claims the URL was sent to the
opener.
- Add runtime metadata, fallback-port, health handoff, headless, and
failure-path tests.
- Document the managed service dashboard handoff.

## Verification

- `pnpm exec vitest run cli/src/__tests__/onboard-service.test.ts
cli/src/__tests__/runtime-info.test.ts cli/src/__tests__/onboard.test.ts
cli/src/__tests__/open-url.test.ts
cli/src/__tests__/service-health-check.test.ts` — 44 tests passed.
- `node --test scripts/service-onboard-smoke.test.mjs` — 4 tests passed.
- `pnpm -r typecheck` — passed on head `82920596a`.
- `pnpm build` — passed on head `82920596a`.
- `pnpm test:run` — 4,685 tests passed. The command also reported 31
failures in nine server test files outside this change. This machine
generated invalid test ports above 65,535, and some project-skill
fixtures resolved outside the worktree.

## Risks

- Risk is low because the new handoff runs only after a successful
service installation.
- Onboarding can wait up to 60 seconds when runtime metadata or the
health check does not become ready.
- Runtime metadata is matched to the supervisor PID, so stale or
foreground-process metadata is ignored.
- A non-interactive terminal does not open a browser.
- A failed health check or browser launch does not fail onboarding. The
CLI keeps a manual URL visible.

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

## Model Used

OpenAI Codex, GPT-5 family. The runtime did not expose the exact model
ID or context window. The model used reasoning, repository tools, GitHub
access, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-25 09:33:09 -05:00

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8.8 KiB
Markdown

# Installing Paperclip
Paperclip supports a managed installation, an ephemeral `npx` tryout, a
traditional global npm installation, and development from a source checkout.
The managed installation is recommended because it provides atomic updates,
rollback, git-ref installs, and a stable entrypoint for the background service.
## Recommended Install
On macOS, Linux, or WSL2:
```sh
curl -fsSLO https://paperclip.ing/install.sh
curl -fsSLO https://paperclip.ing/install.sh.sha256
if command -v sha256sum >/dev/null 2>&1; then
sha256sum -c install.sh.sha256
else
shasum -a 256 -c install.sh.sha256
fi
bash install.sh
```
The bootstrap script:
1. verifies that the platform is supported;
2. ensures Node.js 24.11 or newer is available;
3. delegates installation to `paperclipai install`;
4. starts interactive onboarding when stdin and stdout are terminals.
The script prints and confirms any command that requires elevated privileges.
Third-party Node.js bootstrap scripts are pinned and SHA-256 verified before
execution; the installer stops if a published script changes unexpectedly.
The `paperclip.ing` checksum detects transfer or publishing mistakes, but it is
served from the same origin as the script and is not an independent
authenticity proof. For an independently hosted source, download a release-tag
or commit-pinned copy from GitHub, review it, and run that local file.
Use `--no-prompt` for automation and `--no-onboard` to stop after installing.
The piped form only proceeds when supported Node.js, npm, and npx are already
installed; if Node.js bootstrap is required, download the script first so the
privileged commands are inspectable before execution:
```sh
curl -fsSL https://paperclip.ing/install.sh | bash -s -- --no-prompt --no-onboard
paperclipai onboard --yes
```
If the vanity installer endpoint is unavailable, fetch the same
release-controlled source from GitHub raw content:
```sh
raw_base=https://raw.githubusercontent.com/paperclipai/paperclip
curl -fsSL "$raw_base/master/scripts/install.sh" | bash
```
For audits or incident response, pin the raw URL to a release tag or commit SHA
instead of `master` and download it first. That immutable GitHub URL provides a
separate delivery path from `paperclip.ing`; do not treat a checksum served by
the same origin as the artifact as an independent trust anchor.
Each installer flag also has a `PAPERCLIP_INSTALL_*` environment-variable
equivalent. This helps where passing arguments through a pipe is awkward.
## Managed Install Layout
Managed code is separate from instance data:
```text
~/.paperclip/cli/
├── install.json
├── current -> installs/npm/2026.720.0
└── installs/
├── npm/<version>/
└── git/<sha12>/
~/.local/bin/paperclipai
```
The `paperclipai` shim remains stable while `current` switches atomically
between complete payloads. Paperclip keeps the two previous managed payloads
for rollback. Configuration, databases, uploads, logs, secrets, and workspaces
remain under `~/.paperclip/instances/` and are not stored inside CLI payloads.
If `~/.local/bin` is not on `PATH`, the installer offers to update the relevant
shell startup file when running interactively. Non-interactive installs print
the exact `export PATH` command instead of editing shell files silently.
## Install Sources
Install the current stable release:
```sh
npx --registry https://registry.npmjs.org paperclipai install
```
Install canary or pin an exact published version:
```sh
npx --registry https://registry.npmjs.org paperclipai install --canary
npx --registry https://registry.npmjs.org paperclipai install --version 2026.720.0
```
Install a branch, tag, or commit from GitHub:
```sh
npx --registry https://registry.npmjs.org paperclipai install --ref master
npx --registry https://registry.npmjs.org paperclipai install --ref v2026.720.0
npx --registry https://registry.npmjs.org paperclipai install --ref <commit-sha>
```
Use a fork by adding `--repo owner/repository`:
```sh
npx --registry https://registry.npmjs.org paperclipai install \
--repo your-org/paperclip \
--ref your-branch
```
Git-ref installs resolve the requested ref to an exact commit before building.
Review and trust the repository and ref: installing a git ref executes that
revision's package installation and release build scripts on your machine.
## Onboarding And The Service
Run onboarding after a non-interactive installation:
```sh
paperclipai onboard
```
Interactive onboarding asks whether Paperclip should run as a background
service when the platform supports one. Automated onboarding deliberately does
not install a service unless explicitly requested:
```sh
paperclipai onboard --yes # configure only; no service install
paperclipai onboard --yes --install-service # explicit automation opt-in
paperclipai onboard --yes --no-install-service
```
After onboarding installs and starts the service, it waits for the service to
report its selected runtime port and then prints the dashboard URL. Interactive
terminals open that URL in the default browser; headless and non-interactive
runs print the URL without trying to launch a browser.
Service commands are namespaced:
```sh
paperclipai service install
paperclipai service status
paperclipai service start
paperclipai service stop
paperclipai service restart
paperclipai service logs -f
paperclipai service uninstall
```
Paperclip uses a systemd user service on Linux and WSL2 systems with user
systemd, and a LaunchAgent on macOS. Containers, WSL1, and systems without a
supported user service manager receive foreground `paperclipai run` guidance
instead of a hard failure.
The service uses the stable managed-install shim, restarts after crashes, and
can start on login. On Linux, service installation may offer to enable user
lingering so it can continue without an active login session. The command
explains and confirms that system-level action before running it.
Use one server process per instance. `paperclipai run` refuses to start when
the same instance is already supervised; stop the service first or use
`--force` only when you intentionally accept the single-writer risk.
## Update And Rollback
Update according to the source and channel recorded in the install manifest:
```sh
paperclipai update
```
Select a different release source explicitly:
```sh
paperclipai update --latest
paperclipai update --canary
paperclipai update --version 2026.720.0
```
Managed updates create a database backup before switching payloads, verify the
new CLI, atomically flip `current`, and restart an installed service. A failed
install or verification leaves the previous payload active.
If the service is stopped, start it with `paperclipai service start` before
updating so Paperclip can take the safety backup. Use
`paperclipai update --no-backup` only when you intentionally accept updating
without that rollback safeguard. A never-onboarded instance with no config or
instance data skips the backup automatically because there is nothing to save.
Roll back to the previous retained payload:
```sh
paperclipai update --rollback
```
The `upgrade` command is an alias for `update`. Exact versions and commit SHAs
are pinned; provide a new target when you want them to move.
## Other Installation Methods
Ephemeral tryout with no managed install:
```sh
npx --registry https://registry.npmjs.org paperclipai onboard --yes
```
Traditional global npm install:
```sh
npm install --global --registry https://registry.npmjs.org paperclipai
paperclipai onboard
```
Source checkout for development:
```sh
git clone https://github.com/paperclipai/paperclip.git
cd paperclip
pnpm install
pnpm dev
```
The managed `paperclipai update` command can update managed and global npm
installs. For source checkouts it reports the appropriate git workflow instead
of modifying the checkout automatically.
## Diagnose An Installation
Run:
```sh
paperclipai doctor
paperclipai service status
```
`doctor` checks the managed install store, manifest, `current` link, shim,
`PATH`, Node.js version, and service state. Service diagnostics cover unit-file
presence and drift, running state, configured port ownership, and the running
server version.
The CLI and server also print a non-blocking startup warning when Node.js is
below the supported minimum. Upgrade Node.js with a version manager or follow
the downloaded `install.sh` workflow under **Recommended Install**. Do not use
the piped form for this repair because it requires a supported Node.js runtime
before it starts.
## Uninstall
Remove the background service and managed CLI payloads:
```sh
paperclipai service uninstall
paperclipai uninstall
```
`paperclipai uninstall` removes the managed shim, manifest, and CLI payloads.
It deliberately preserves `~/.paperclip/instances/`, including configuration,
databases, uploads, logs, secrets, backups, and workspaces. Back up and remove
that data separately only when you intend to delete the Paperclip instance.