Files
PaperClipAI/maps/feature-map/companies.md
T
DottaandPaperclip ac9459bae3 feat: configure company agent observability (#16874)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Companies use several agent harnesses and execution environments.
> - Operators need one place to select where native agent logs and
traces go.
> - An inference proxy would add a dependency to the agent request path.
> - This pull request supplies native OpenTelemetry settings to managed
Codex and Claude Code processes.
> - Company secrets protect destination credentials. Export failure does
not change the task result.

## Linked Issues or Issue Description

**Subsystem affected**

Company settings, shared contracts, database, server, adapters, and
runner.

**Problem or motivation**

An operator cannot configure a company destination for native agent logs
and traces. Manual harness configuration is hard to apply across local
and remote execution.

**Proposed solution**

Add one company destination: Braintrust or a custom OTLP HTTP/protobuf
endpoint. Apply a transient snapshot when execution preparation starts.
Keep credentials out of API reads, task environment manifests, recovery
files, and command arguments. Replace a warm process when its export
settings change and preserve its conversation.

**Alternatives considered**

Multiple destinations can use a user-operated collector for fan-out.
This change does not add a collector, an inference proxy, or transcript
scraping.

**Roadmap alignment**

This extends company settings, secret management, and support for
multiple harnesses. The maintainer requested this implementation.
Searches for observability and Braintrust found no duplicate company
destination feature. Related infrastructure tracing work in #16236 has a
separate content-free contract.

## What Changed

- Add strict schemas, revision checks, encrypted secret storage,
activity records, and board-only settings routes.
- Add explicit synthetic logs and traces tests with a bounded HTTP
request and sanitized results.
- Supply native Codex configuration and Claude Code environment values
through local and remote launch paths.
- Preserve Codex login refresh through the existing managed credential
link. Retain unsaved drafts across background reads. Require complete
custom header re-entry when the endpoint origin changes.
- Separate process export compatibility from conversation identity.
Isolate generated Codex configuration and preserve resumable sessions,
including remote home refresh after export changes.
- Advance the immutable Pi/Copilot source attestations for shared
environment and sidecar code changes. Keep their provider payloads
unchanged and retain prior identities for decoding.
- Redact destination credentials throughout launch diagnostics and HTTP
logs.
- Add the production settings form, Storybook states and journey,
documentation, and feature/access map entries.

## Verification

- Real managed local Codex 0.160.0 and Claude Code 2.1.286 tasks
exported to Braintrust. API readback and the Braintrust UI showed the
test records. A real remote Daytona Codex task exported through the
legacy `exec` path.
- Live tests exercised content capture off, export disabled, warm
conversation reuse, and a destination that accepted connections but
never replied. Agent work succeeded and export requests stopped at the
configured three-second timeout. The UI connection test returned “Test
payload accepted”; the saved API key stayed masked after reload.
- All current-head CI test lanes, typechecks, packaging/build checks,
and required aggregates passed on
`71e994b2be9c8fb6d6e938a4ad7cf4c95fdafe31` ([CI
run](https://github.com/paperclipai/paperclip/actions/runs/39319194318)).
Greptile completed on that exact commit at 5/5, with zero unresolved
review threads. The additional optional Paperclip Review check remains
queued waiting for its assigned agent.
- Local workspace typecheck and build passed. Focused verification
included 239 combined runner tests, 789 API/native-session tests, 107
Codex home/ACP/sandbox-site tests, 204 feature/privacy tests, and the
affected Rust suites. Migration, token, map, Storybook catalog, and
Storybook build checks passed during acceptance. These checks ran at the
relevant implementation or merge boundary; the current-head CI is the
complete final gate.
- Managed AI credential projections now receive enabled and disabled
company export settings; genuine caller-owned Codex homes remain
untouched. Two regressions reproduced the skip before the repair. All
276 engine/lifecycle tests and adapter-utils typecheck pass afterward.
The launched TOML retains provider/MCP settings, credential continuity,
and redaction.
- Settings saves, removal, and the real company-deletion owner acquire
secret mutation ownership before database locks. PostgreSQL NOWAIT
probes cover all three paths; concurrent save/rotation/removal/deletion
requests settle correctly. The affected suites passed 137 tests,
followed by all 32 service/connection cases after expanded deletion
coverage. Server and Codex adapter typechecks pass.
- Codex source profiles use the effective CLI argument list. A spawned
fixture CLI reproduced both ignored-argument failures; all three
precedence/fallback cases now pass.
- Real tar staging reproduced remote conversation loss in both API-key
and subscription modes before the repair. Both now pass: changing
managed settings preserves sessions, archives, native indexes, and
refreshed subscription credentials. A corrupt upload preserves the prior
config and conversation.
- Preserved failure evidence: initial CI caught stale Pi/Copilot source
attestations, a missing test-harness helper, and packaging fixture/probe
mismatches; those were corrected and covered by focused checks.
Superseded heads had intermittent attachment-composer timeouts despite
successful uploads; [the original trace and screenshot remain
available](https://github.com/paperclipai/paperclip/actions/runs/39309701089/artifacts/12215109203).
The same attachment case passed on the final head: [25/25 tests in shard
3](https://github.com/paperclipai/paperclip/actions/runs/39319194318/job/118288637051).
- A connection-fault fixture also exposed a stale pooled socket after
its hang case; closing fixture responses isolated scenarios and the full
affected suite passed.
- The broad local test run was not clean: database resource failures,
timeouts, an older cached module graph, and a stale optional-resource
manifest assumption were recorded. Focused checks passed after the
documented fixes. This does not establish a clean full local pass.
- Native remote Codex, remote Claude, and the full ACPX Codex bridge
remain unqualified. The direct Codex resume test does not establish full
bridge acceptance.

## Risks

- Native exporters perform network requests from each execution
environment. A server connection test does not prove remote
reachability.
- Prompts, assistant responses, and tool content are enabled by default
when supported. Native caps and harness-specific controls still apply.
- Caller-owned Codex homes are unsupported for automatic configuration
and remain untouched.
- Native harnesses and their tool processes can inspect export
credentials. The settings form and documentation advise using
ingestion-scoped credentials. Retained headers remain bound to their
saved scheme, host, and port; changing origin requires fresh values or
removal.
- Migration 0357 adds a company-scoped row and secret reference. It is
safe to reapply. Secret removal and company deletion use the existing
secret lifecycle.
- Slow or unavailable destinations must not block task settlement.
Export settings take effect at the next execution preparation boundary.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, code execution, and
browser verification. The exact serving model ID 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: Paperclip <noreply@paperclip.ing>
2026-10-19 15:36:04 -05:00

8.2 KiB

navigation
navigation
section sectionOrder order
Getting started and access 10 30

Companies and portability

An operator can switch between companies, change their identity and settings, archive them, and preview an import or export. Each company remains a separate scope for work and agents.

Implementation: companies, settings, import, export.

Agent access: companion.

Sub-features

  • selection: create/select a company and keep navigation in its scope.
  • identity: update company identity and configured settings.
  • decision-models: configure and test the company's decision model, then inspect invocation history and recorded usage.
  • fast-responses: configure and test the experimental fast-response service, then inspect acknowledgement history, failures, and recorded usage.
  • agent-observability: configure one company OTLP destination for Codex and Claude Code, test synthetic delivery, and disable export.
  • archive: archive and restore through the available controls without confusing archival with deletion.
  • portability: preview a company package and inspect imported agents, projects, skills, and conflicts.

How to get to it (user POV)

company-switcher

Use the company switcher or /companies, then enter company Settings.

package-transfer

Use /company/export and /company/import where enabled, or the corresponding CLI company commands.

company-ai-services

Use Settings → Connections (/company/settings/connections) when fast responses are enabled. Otherwise decision-model settings remain in Company Settings. Open the Decisions and Fast responses tabs in Costs to inspect invocation history.

Driving it with Playwright and the Paperclip CLI

Preconditions: follow the baseline. Use two disposable companies and a small package fixture. Record cloud-managed restrictions and visible settings gates.

company-switcher

Automated: company list and archive UI cover UI behavior with mocks.

Manual: Create or select a company, rename it, and reload. Switch to the second company and back; verify tasks, agents, and settings follow the selection. Archive the disposable company and verify its visibility and offered restoration path.

package-transfer

Automated: portability routes and CLI import/export cover package and command behavior, not every external Git host.

Manual: Export a small company, inspect the package preview, and import into a disposable target. Verify counts, references, conflict choices, and agent configuration. Run one imported task after supplying its required local credentials. Confirm source company data is unchanged.

company-ai-services

Automated: decision settings, decision history, fast-response settings, decision service, and fast-response service cover component and service contracts with simulated providers.

Manual: As an authorized connection manager, select a disposable shared AI connection, save the provider/model and sponsorship options, reload, and run the bounded Test action. Inspect success and failure receipts and their history in Costs. Verify disabled or revoked connections remain clear and that a user without connection-management permission cannot configure or test the service. Use an owned provider fixture for failure states; record any actual provider usage.

Gotchas

  • Restore an archived company through /companies → its menu → Unarchive. Archiving pauses eligible agents and cancels active runs; restoration handles agents paused specifically for company archival.

  • Package presence does not prove a runnable imported company; credentials and environment bindings need separate verification.

  • Company deletion is a distinct gated operation; do not use it as the archive test.

  • Settings hidden in a managed deployment should be recorded as unavailable, not bypassed.

  • Decision tests and fast responses have different request and execution contracts. A fast-response receipt is an acknowledgement, not completed agent work. History visibility and connection-management authority are separate; task links in history also require access to the underlying task.

Storybook verification

selection

Scope: ui Storybook: Company list/create/switcher; empty, loading, error, unavailable company and switched navigation. Production: Switch and reload between companies; verify tasks/agents/cache/routes remain scoped and unauthorized company requests fail. Sources: Source: Companies.tsx, CompanySwitcher.tsx, CompanyContext.tsx. Tests: Companies.test.tsx, CompanyContext.test.tsx, companies-route-cross-company-authz.test.ts

archive

Scope: ui Storybook: Archive confirmation, pending/error and departure navigation; archived list entry and Unarchive action. Production: Archive eligible agents/runs without deleting history; restoration handles archival-specific pause and navigates to correct company. Sources: Source: CompanySettings.tsx, Companies.tsx, companies.ts. Tests: CompanySettingsArchive.test.tsx, Companies.test.tsx, companies-service.test.ts

portability

Scope: ui Storybook: Import/export preview, conflict choice, warnings, async progress/failure/success and restricted managed deployment. Production: Apply real small package to disposable target; inspect counts/references/conflicts, source immutability and credential exclusions; imported task requires separate runnable-account proof. Sources: Source: CompanyImport.tsx, CompanyExport.tsx, companies.ts. Tests: CompanyImport.test.tsx, CompanyExport.test.tsx, company-portability-routes.test.ts, company-import-export-e2e.test.ts

Documentation scope: Company and instance administration

Core administration/import/export/operator workflows are mapped; cloud/self-hosted differences, migration/restore compatibility, and platform-specific service variants need deeper recipes.

agent-observability

Use Company Settings → General → Agent observability. Select Braintrust or Custom OTLP, save credentials and capture settings, then test the saved destination. Saving is offline; the test originates at the control plane and does not prove remote runner reachability.

Automated: shared validation, encrypted configuration service, receiver tests, runtime projection, and production settings stories cover their respective boundaries. Provider delivery requires a real run.

Manual: configure a disposable company, reload, test, run Codex and Claude Code locally and remotely, inspect their unique markers at the destination, then disable and verify a new marker is absent.

Storybook verification: agent-observability-01-settings, agent-observability-02-states, and agent-observability-03-journey mount production subjects with simulated APIs/providers.