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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>
357 lines
13 KiB
TypeScript
357 lines
13 KiB
TypeScript
import { describe, expect, it, vi } from "vitest";
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import type { InstanceExperimentalSettings } from "@paperclipai/shared";
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import {
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applyExperimentalSettingsPatch,
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normalizeExperimentalSettings,
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resolveWorktreeRunExecutionActivationState,
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} from "../services/instance-settings.js";
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describe("instance settings service", () => {
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it("ignores retired experimental flags without resetting current settings", () => {
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expect(normalizeExperimentalSettings({
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enableEnvironments: true,
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enableIsolatedWorkspaces: true,
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enableIssuePlanDecompositions: true,
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enableExperimentalFileViewer: true,
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enableTaskWatchdogs: true,
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enableCloudSync: true,
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enableBuiltInAgents: true,
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enableGoalsSidebarLink: true,
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enableServerInfoDebugView: true,
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autoRestartDevServerWhenIdle: true,
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enableIssueGraphLivenessAutoRecovery: true,
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enableWorkspaceBranchReconcileForward: true,
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enableWorkspaceDirtyQuarantineRepair: false,
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issueGraphLivenessAutoRecoveryLookbackHours: 48,
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enableNewestFirstIssueThread: true,
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})).toEqual({
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enableEnvironments: true,
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enableIsolatedWorkspaces: true,
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enableStreamlinedLeftNavigation: true,
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enableApps: false,
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enableConferenceRoomChat: false,
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enableExternalObjects: false,
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enableSmokeLab: false,
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enablePipelines: false,
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enableCases: false,
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enableIssuePlanDecompositions: true,
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enableExperimentalFileViewer: true,
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enableTaskWatchdogs: true,
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enableCloudSync: true,
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enableBuiltInAgents: true,
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enableSummaries: false,
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enableStatusCards: false,
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enableDecisions: false,
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enableGoalsSidebarLink: true,
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enableServerInfoDebugView: true,
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autoRestartDevServerWhenIdle: true,
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enableIssueGraphLivenessAutoRecovery: true,
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enableWorkspaceBranchReconcileForward: true,
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enableWorkspaceDirtyQuarantineRepair: false,
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enableWorktreeRunExecution: false,
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worktreeRunExecutionActivatedAt: null,
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worktreeRunExecutionActivationInstanceId: null,
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issueGraphLivenessAutoRecoveryLookbackHours: 48,
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});
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});
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it("defaults enableApps to false for empty and legacy stored settings", () => {
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expect(normalizeExperimentalSettings(undefined).enableApps).toBe(false);
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expect(normalizeExperimentalSettings({}).enableApps).toBe(false);
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expect(normalizeExperimentalSettings({ enablePipelines: true }).enableApps).toBe(false);
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});
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it("defaults enableConferenceRoomChat to false for empty and legacy stored settings", () => {
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expect(normalizeExperimentalSettings(undefined).enableConferenceRoomChat).toBe(false);
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expect(normalizeExperimentalSettings({}).enableConferenceRoomChat).toBe(false);
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// Rows persisted before the flag existed (PAP-137) must normalize to off.
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expect(
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normalizeExperimentalSettings({ enableStreamlinedLeftNavigation: true }).enableConferenceRoomChat,
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).toBe(false);
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});
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it("defaults enableTaskWatchdogs to false for empty and legacy stored settings", () => {
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expect(normalizeExperimentalSettings(undefined).enableTaskWatchdogs).toBe(false);
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expect(normalizeExperimentalSettings({}).enableTaskWatchdogs).toBe(false);
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expect(
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normalizeExperimentalSettings({ enableExperimentalFileViewer: true }).enableTaskWatchdogs,
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).toBe(false);
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});
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it("defaults enableSmokeLab to false for empty and legacy stored settings", () => {
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expect(normalizeExperimentalSettings(undefined).enableSmokeLab).toBe(false);
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expect(normalizeExperimentalSettings({}).enableSmokeLab).toBe(false);
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expect(
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normalizeExperimentalSettings({ enableExternalObjects: true }).enableSmokeLab,
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).toBe(false);
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});
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it("defaults enableServerInfoDebugView to false for empty and legacy stored settings", () => {
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expect(normalizeExperimentalSettings(undefined).enableServerInfoDebugView).toBe(false);
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expect(normalizeExperimentalSettings({}).enableServerInfoDebugView).toBe(false);
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expect(
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normalizeExperimentalSettings({ autoRestartDevServerWhenIdle: true }).enableServerInfoDebugView,
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).toBe(false);
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});
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it("defaults enableGoalsSidebarLink to false for empty and legacy stored settings", () => {
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expect(normalizeExperimentalSettings(undefined).enableGoalsSidebarLink).toBe(false);
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expect(normalizeExperimentalSettings({}).enableGoalsSidebarLink).toBe(false);
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expect(
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normalizeExperimentalSettings({ enableStreamlinedLeftNavigation: true }).enableGoalsSidebarLink,
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).toBe(false);
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});
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it("defaults enableDecisions to false for empty and legacy stored settings", () => {
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expect(normalizeExperimentalSettings(undefined).enableDecisions).toBe(false);
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expect(normalizeExperimentalSettings({}).enableDecisions).toBe(false);
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expect(
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normalizeExperimentalSettings({ enableStreamlinedLeftNavigation: true }).enableDecisions,
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).toBe(false);
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});
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it("defaults workspace branch repair settings to true for empty and legacy stored settings", () => {
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expect(normalizeExperimentalSettings(undefined).enableWorkspaceBranchReconcileForward).toBe(true);
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expect(normalizeExperimentalSettings({}).enableWorkspaceBranchReconcileForward).toBe(true);
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expect(
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normalizeExperimentalSettings({ enableIssueGraphLivenessAutoRecovery: true })
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.enableWorkspaceBranchReconcileForward,
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).toBe(true);
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expect(normalizeExperimentalSettings(undefined).enableWorkspaceDirtyQuarantineRepair).toBe(true);
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expect(normalizeExperimentalSettings({}).enableWorkspaceDirtyQuarantineRepair).toBe(true);
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expect(
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normalizeExperimentalSettings({ enableWorkspaceBranchReconcileForward: false })
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.enableWorkspaceDirtyQuarantineRepair,
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).toBe(true);
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});
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it("round-trips an enableConferenceRoomChat patch through the update merge", () => {
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// updateExperimental merges `{ ...normalize(current), ...patch }` and
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// re-normalizes; emulate that to prove the flag survives the roundtrip
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// without disturbing other settings.
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const current = normalizeExperimentalSettings({});
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const enabled = normalizeExperimentalSettings({ ...current, enableConferenceRoomChat: true });
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expect(enabled.enableConferenceRoomChat).toBe(true);
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expect(enabled.enableStreamlinedLeftNavigation).toBe(true);
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const disabled = normalizeExperimentalSettings({ ...enabled, enableConferenceRoomChat: false });
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expect(disabled).toEqual(current);
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});
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it("rejects non-boolean enableConferenceRoomChat values back to the default", () => {
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expect(
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normalizeExperimentalSettings({ enableConferenceRoomChat: "yes" }).enableConferenceRoomChat,
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).toBe(false);
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});
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it("defaults enableBuiltInAgents to false for empty and legacy stored settings", () => {
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expect(normalizeExperimentalSettings(undefined).enableBuiltInAgents).toBe(false);
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expect(normalizeExperimentalSettings({}).enableBuiltInAgents).toBe(false);
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expect(normalizeExperimentalSettings({ enableExternalObjects: true }).enableBuiltInAgents).toBe(false);
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});
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it("sets worktree run execution activation fields on a false to true transition", () => {
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const activatedAt = new Date("2026-07-10T12:00:00.000Z");
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const next = applyExperimentalSettingsPatch(
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{ enableWorktreeRunExecution: false },
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{ enableWorktreeRunExecution: true },
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{
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now: () => activatedAt,
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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},
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);
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expect(next.enableWorktreeRunExecution).toBe(true);
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expect(next.worktreeRunExecutionActivatedAt).toBe("2026-07-10T12:00:00.000Z");
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expect(next.worktreeRunExecutionActivationInstanceId).toBe("worktree-instance");
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});
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it("clears worktree run execution activation fields on a true to false transition", () => {
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const next = applyExperimentalSettingsPatch(
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{
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enableWorktreeRunExecution: true,
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worktreeRunExecutionActivatedAt: "2026-07-10T12:00:00.000Z",
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worktreeRunExecutionActivationInstanceId: "worktree-instance",
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},
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{ enableWorktreeRunExecution: false },
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{
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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},
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);
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expect(next.enableWorktreeRunExecution).toBe(false);
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expect(next.worktreeRunExecutionActivatedAt).toBeNull();
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expect(next.worktreeRunExecutionActivationInstanceId).toBeNull();
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});
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it("refreshes the activation cutoff when worktree run execution is re-toggled", () => {
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const firstActivation = applyExperimentalSettingsPatch(
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{ enableWorktreeRunExecution: false },
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{ enableWorktreeRunExecution: true },
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{
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now: () => new Date("2026-07-10T12:00:00.000Z"),
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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},
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);
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const disabled = applyExperimentalSettingsPatch(
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firstActivation,
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{ enableWorktreeRunExecution: false },
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{
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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},
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);
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const secondActivation = applyExperimentalSettingsPatch(
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disabled,
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{ enableWorktreeRunExecution: true },
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{
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now: () => new Date("2026-07-10T12:05:00.000Z"),
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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},
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);
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expect(secondActivation.worktreeRunExecutionActivatedAt).toBe("2026-07-10T12:05:00.000Z");
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expect(secondActivation.worktreeRunExecutionActivatedAt).not.toBe(
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firstActivation.worktreeRunExecutionActivatedAt,
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);
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});
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it("strips client-supplied activation fields before applying experimental patches", () => {
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const next = applyExperimentalSettingsPatch(
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{ enableWorktreeRunExecution: false },
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{
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enableWorktreeRunExecution: false,
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worktreeRunExecutionActivatedAt: "2026-07-10T12:00:00.000Z",
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worktreeRunExecutionActivationInstanceId: "copied-instance",
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},
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{
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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},
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);
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expect(next.worktreeRunExecutionActivatedAt).toBeNull();
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expect(next.worktreeRunExecutionActivationInstanceId).toBeNull();
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});
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it("resolves worktree run execution as armed only when the cutoff matches the current instance", async () => {
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const experimental = normalizeExperimentalSettings({
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enableWorktreeRunExecution: true,
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worktreeRunExecutionActivatedAt: "2026-07-10T12:00:00.000Z",
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worktreeRunExecutionActivationInstanceId: "worktree-instance",
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});
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await expect(
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resolveWorktreeRunExecutionActivationState({
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getExperimental: async () => experimental,
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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}),
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).resolves.toEqual({
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armed: true,
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cutoff: "2026-07-10T12:00:00.000Z",
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activationInstanceId: "worktree-instance",
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reason: null,
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});
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});
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it("fails closed when worktree run execution is missing a cutoff", async () => {
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const experimental = normalizeExperimentalSettings({
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enableWorktreeRunExecution: true,
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worktreeRunExecutionActivationInstanceId: "worktree-instance",
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});
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await expect(
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resolveWorktreeRunExecutionActivationState({
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getExperimental: async () => experimental,
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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}),
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).resolves.toMatchObject({
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armed: false,
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cutoff: null,
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reason: "missing_cutoff",
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});
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});
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it("fails closed when worktree run execution was activated by another instance", async () => {
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const experimental = normalizeExperimentalSettings({
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enableWorktreeRunExecution: true,
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worktreeRunExecutionActivatedAt: "2026-07-10T12:00:00.000Z",
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worktreeRunExecutionActivationInstanceId: "source-instance",
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});
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await expect(
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resolveWorktreeRunExecutionActivationState({
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getExperimental: async () => experimental,
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "target-instance",
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},
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}),
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).resolves.toMatchObject({
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armed: false,
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cutoff: null,
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activationInstanceId: "source-instance",
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reason: "instance_id_mismatch",
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});
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});
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it("fails closed on settings read errors and avoids reads outside worktree runtimes", async () => {
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await expect(
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resolveWorktreeRunExecutionActivationState({
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getExperimental: async () => {
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throw new Error("settings unavailable");
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},
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "true",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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}),
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).resolves.toMatchObject({
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armed: false,
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cutoff: null,
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reason: "settings_read_error",
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});
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const getExperimental = vi.fn<() => Promise<InstanceExperimentalSettings>>();
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await expect(
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resolveWorktreeRunExecutionActivationState({
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getExperimental,
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runtimeEnv: {
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PAPERCLIP_IN_WORKTREE: "false",
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PAPERCLIP_INSTANCE_ID: "worktree-instance",
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},
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}),
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).resolves.toMatchObject({
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armed: false,
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cutoff: null,
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reason: "not_worktree_runtime",
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});
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expect(getExperimental).not.toHaveBeenCalled();
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});
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});
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