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5 Commits

Author SHA1 Message Date
Devin Foley 4c26b984a7 fix(routines): detect variables when underscores are markdown-escaped (#8056)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Routines let users templatize titles and instructions with
`{{name}}` placeholders that get prompted for at run time
> - A user reported that `{{pr_url}}` typed into a routine description
was never detected as a variable, while camelCase placeholders worked
> - Root cause: the routine description is edited via MDXEditor (WYSIWYG
markdown). On save its serializer (`mdast-util-to-markdown`) defensively
escapes intraword underscores, so a user-typed `{{pr_url}}` is stored as
`{{pr\_url}}`. The variable matcher only accepted `[A-Za-z0-9_]` inside
the placeholder, so the backslash broke the match and the variable was
silently dropped
> - This PR widens the matcher to tolerate `\_` and unescapes it back to
`_` on capture, in both extraction and interpolation, so a single name
is detected and resolved regardless of whether the source markdown was
hand-typed or round-tripped through a WYSIWYG editor
> - The benefit is that snake_case placeholders behave the same in the
routine UI and the executor, removing a silent failure mode

## Linked Issues or Issue Description

Refs PAPA-771 — "Fix example for variable_name". Initially scoped as a
docs-copy fix (change the example to camelCase), but investigation
showed the underlying bug was that the parser could not see the variable
when it was authored as `{{pr_url}}` in a WYSIWYG-edited description.
This PR addresses the bug directly so snake_case names work as users
expect. (Supersedes the now-closed PR #8054 — same commit, fresh branch
so the diff is visible.)

## What Changed

- `packages/shared/src/routine-variables.ts`:
- Widened the `ROUTINE_VARIABLE_MATCHER` regex to accept `\_` inside
placeholder names (in addition to `[A-Za-z0-9_]`)
- Added `unescapeRoutineVariableName` and applied it on capture in both
`extractRoutineVariableNames` and `interpolateRoutineTemplate`, so the
looked-up variable name is normalized regardless of the markdown escape
- `packages/shared/src/routine-variables.test.ts`:
- Added tests covering plain snake_case (`{{pr_url}}`), markdown-escaped
(`{{pr\_url}}`), multi-underscore (`{{pr\_url\_v2}}`),
sync-with-template, and interpolation

## Verification

- `pnpm --filter @paperclipai/shared exec vitest run routine-variables`
→ 13 passed (4 new), confirming both plain and escaped underscore
placeholders are detected and interpolated as the same variable name
- Reproduced the root cause out-of-band with `mdast-util-from-markdown`
+ `mdast-util-to-markdown` to confirm the editor's serializer is the
source of the `\_` escape

## Risks

- Low. Change is confined to `packages/shared/src/routine-variables.ts`;
the regex is strictly more permissive in a tightly bounded way (only
`\_` is newly allowed) and the captured name is normalized.
`isValidRoutineVariableName` is unchanged, so stored names are still
strict identifiers.

## Model Used

- Claude (Anthropic), `claude-opus-4-7` (Opus 4.7), via Claude Code

## 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 — only my own closed #8054 supersedes/duplicates this one.
Open PRs touching `routine-variables.ts` (#7184, #7186, #6993, #7187)
are all for unrelated concerns (server-side PATCH persistence, GH#6525)
- [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 run tests locally and they pass — `routine-variables` suite
passes (13/13)
- [x] I have added or updated tests where applicable — 4 new tests
covering snake_case + escaped forms
- [ ] If this change affects the UI, I have included before/after
screenshots — no UI change in this PR
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green — pending CI re-run after the
push for the Greptile blank-line nit
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
initial review was 5/5; the one P2 (missing blank line) is addressed in
the latest push
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-12 13:02:12 -07:00
Dotta 1991ec9d6f [codex] Split backend control-plane QoL slice (#4700)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies, so
backend task ownership, recovery, review visibility, and company-scoped
limits need to stay enforceable without UI-only coupling.
> - Closed PR #4692 bundled those backend changes with UI workflow,
docs, skills, workflow, and lockfile churn.
> - PAP-2694 asks for a clean backend/control-plane slice from that
closed branch.
> - This branch starts from current `master` and mines only the `cli`,
`packages/db`, `packages/shared`, and `server` contracts/tests needed
for the backend behavior.
> - It explicitly excludes UI workflow/performance work,
`.github/workflows/pr.yml`, `pnpm-lock.yaml`, docs, skills,
package-script, adapter UI build-config, and perf fixture script
changes; the only UI files are fixture/test updates required by the
tightened shared `Company` contract.
> - The benefit is a smaller reviewable PR that preserves the
control-plane fixes while staying under Greptile s 100-file review
limit.

## What Changed

- Added company-scoped attachment-size limits through DB
schema/migrations, shared company portability contracts, CLI
import/export coverage, and server attachment upload enforcement.
- Added productivity review service/API behavior for no-comment streak,
long-active, and high-churn review issues, including request-depth
clamping and issue summary exposure.
- Hardened issue ownership and recovery/control-plane paths: peer-agent
mutation denial, issue tree pause/resume behavior, stranded recovery
origins, and related activity/test coverage.
- Preserved related backend contract updates for routine timestamp
variables and managed agent instruction bundles because they live in
shared/server contracts from the source branch.
- Addressed Greptile feedback by making `Company.attachmentMaxBytes`
non-optional, simplifying review request-depth clamping, fixing the
migration final newline, and enforcing the process-level attachment cap
as the final ceiling for uploads.
- Added minimal company fixtures needed for repo-wide typecheck/build
and kept the PR to 66 changed files with forbidden/non-slice paths
excluded.

## Verification

- `pnpm install --frozen-lockfile`
- `git diff --check origin/master..HEAD`
- `git diff --name-only origin/master..HEAD | wc -l` -> 66 files
- `git diff --name-only origin/master..HEAD -- .github/workflows/pr.yml
pnpm-lock.yaml package.json doc skills .agents scripts
packages/adapters` -> no output
- `pnpm exec vitest run --config vitest.config.ts
packages/shared/src/validators/issue.test.ts
packages/shared/src/routine-variables.test.ts
packages/shared/src/adapter-types.test.ts
cli/src/__tests__/company-import-export-e2e.test.ts
cli/src/__tests__/company.test.ts
server/src/__tests__/productivity-review-service.test.ts
server/src/__tests__/issue-tree-control-service.test.ts
server/src/__tests__/issue-tree-control-routes.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/issues-service.test.ts` -> 12 files, 147 tests
passed
- `pnpm exec vitest run --config vitest.config.ts
cli/src/__tests__/company-delete.test.ts
cli/src/__tests__/company-import-export-e2e.test.ts
server/src/__tests__/productivity-review-service.test.ts` -> 3 files, 18
tests passed
- `pnpm exec vitest run --config vitest.config.ts
server/src/__tests__/issue-attachment-routes.test.ts` -> 1 file, 6 tests
passed
- `pnpm --filter @paperclipai/db typecheck && pnpm --filter
@paperclipai/shared typecheck && pnpm --filter @paperclipai/server
typecheck && pnpm --filter paperclipai typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck && pnpm --filter
@paperclipai/ui build`

## Risks

- Includes migrations `0073_shiny_salo.sql` and
`0074_striped_genesis.sql`; merge ordering matters if another PR adds
migrations first.
- This is intentionally backend-only apart from fixture/test updates
forced by shared type correctness; UI affordances from PR #4692 are not
present here and should land in separate UI slices.
- The worktree install emitted plugin SDK bin-link warnings for unbuilt
plugin packages, but the targeted tests and package typechecks completed
successfully.

> 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 coding agent, tool-enabled terminal/GitHub
workflow. Exact runtime context window was not exposed by the harness.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-28 16:46:45 -05:00
dotta 5d021583be Add draft routine defaults and run-time overrides 2026-04-09 10:19:52 -05:00
dotta 1de5fb9316 Support routine variables in titles 2026-04-09 06:16:05 -05:00
dotta 909e8cd4c8 feat(routines): add workspace-aware routine runs
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 11:38:57 -05:00