Commit Graph

165 Commits

Author SHA1 Message Date
joegalbert-ai 6756ae8289 fix(ui): restore issue copy buttons on HTTP (#8212)
## Thinking Path

> - Paperclip is the control plane operators use to run AI-agent
companies, so board actions like copying task state need to work
reliably on the live board UI.
> - The affected surface is the issue detail and issue chat UI, where
operators copy task descriptions and comment text during triage and
handoff.
> - On self-hosted HTTP deployments, the async Clipboard API can exist
but fail, which breaks these copy buttons silently.
> - The internal FMAI reproduction pointed specifically at task
description copy and task comment copy in the issue view.
> - There is already an overlapping upstream PR,
[#6353](https://github.com/paperclipai/paperclip/pull/6353), but it is
currently `CONFLICTING` and does not provide a mergeable path.
> - This pull request adds a shared clipboard helper with a fallback
path, wires the task-detail and task-thread copy actions through it, and
locks the behavior in with targeted tests.
> - The benefit is that copy buttons keep working on HTTP self-hosted
boards without changing behavior for secure deployments.

## Linked Issues or Issue Description

- Fixes #3529
- Refs #6353

## What Changed

- Added `ui/src/lib/clipboard.ts` with a shared `copyTextToClipboard()`
helper that tries the async Clipboard API first and falls back to
`document.execCommand("copy")` when that path is blocked.
- Updated `IssueDetail.tsx` so the task-level "Copy task as markdown"
action uses the shared helper.
- Updated both `IssueChatThread.tsx` and `IssueChatThreadClassic.tsx` so
task comment copy actions, code-block copy actions, and system-notice
copy actions use the shared helper.
- Added focused regression coverage in `IssueDetail.test.tsx` and
`IssueChatThread.test.tsx` for insecure-context fallback behavior.

## Verification

- `corepack pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx
ui/src/components/IssueChatThread.test.tsx
ui/src/components/IssueChatThreadSystemNotice.test.tsx`
- `corepack pnpm exec tsc -p ui/tsconfig.json --noEmit`
- Manual reviewer check:
  - Run Paperclip over HTTP.
  - Open an issue detail page.
  - Use `Copy task as markdown` and a comment `Copy message` action.
  - Confirm both copy successfully instead of silently failing.

## Risks

- Low risk. The change is scoped to clipboard helpers and the specific
issue-detail / issue-thread copy actions.
- The fallback relies on `document.execCommand("copy")`, which is legacy
browser behavior, but it is only used when the modern clipboard path is
unavailable or blocked.

## Model Used

- OpenAI GPT-5 Codex via Codex local adapter, tool-enabled coding
workflow with terminal, git, and file-editing support.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: FMAI Agents <joegalbert-ai@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-18 23:43:57 -07:00
scotttong 6f9801a46b feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The first-run experience (onboarding wizard) and the chat surfaces
(conference-room/board chat, task threads, composers) are the product's
front door — they decide whether a new operator understands "hire
agents, give them work, review results" in the first five minutes
> - Today those surfaces feel ticket-y and form-like: the wizard is a
static multi-step form that ends in an anticlimactic "Launch" screen,
the task composer and board chat behave differently from each other, and
agent-feed issue quicklooks misbehave (multiple flyouts open at once,
cards jump on hover)
> - We wanted to iterate toward a conversational, team-centric NUX — but
without risking the workflows of everyone already running Paperclip
> - This PR reworks the NUX behind a new default-OFF
`enableConferenceRoomChat` experimental flag: a capsule-motif onboarding
wizard that builds your team as you answer, a conference-room chat
surface, one shared ChatComposer across surfaces, brand-accurate status
chips, and feed-quicklook fixes — with the pre-existing UI
fork-and-frozen as `*Classic` components that flag-OFF users keep
> - The benefit is a complete, testable modern NUX that anyone can opt
into from Settings → Experimental, with zero default behavior change and
a clean path to either graduate or drop the experiment

## Linked Issues or Issue Description

No pre-existing GitHub issue — feature description per
`feature_request.yml`:

- **Problem / motivation:** Paperclip's onboarding wizard and chat
surfaces grew up as separate ticket-centric forms. New users get a
form-filling experience rather than the feeling of standing up a team;
the board chat and task threads use different composers with different
affordances; the agent feed's issue quicklook can stack multiple
popovers and shifts cards on hover.
- **Proposed solution:** A coherent NUX experiment behind one
experimental flag (`enableConferenceRoomChat`, Settings → Experimental,
default OFF): capsule onboarding wizard with an evolving team capsule,
conference-room chat, unified `ChatComposer`, team-centric copy, brand
status chips, quicklook single-flight fix. Flag-OFF users get the exact
pre-experiment UI via frozen `*Classic` forks, verified by an on/off
parity test matrix.
- **Alternatives considered:** (a) incremental unflagged restyling —
rejected: the changes interlock across surfaces and would drip risk into
every release; (b) a separate app shell / route for the new NUX —
rejected: too much divergence, the flag + classic-fork pattern keeps the
diff reviewable and reversible.
- **Roadmap alignment:** `ROADMAP.md` lists **CEO Chat** ("a
lighter-weight way to talk to leadership agents... should still resolve
to real work objects"). This experiment is groundwork in that direction
(conference-room chat resolves to issues/tasks via the same composer
used in task threads) and does not change the core task-and-comments
model.

Related PRs found in the dedup search (same area, none duplicate this
work — they target the classic wizard, which this PR intentionally
leaves intact and mergeable):

- #5385 — Coach-driven onboarding: conversational entry +
agent-companies package import
- #5378 — Onboarding wizard: reusable adapter picker + probe card
- #6636 — ui(onboarding): friendly error surface + retry for the wizard
- #7005 — fix(onboarding): explicitly await first-task wake
- #2616 — fix: restore workspace directory config in onboarding wizard

## What Changed

- **Experimental flag plumbing** — `enableConferenceRoomChat` in shared
types/validators, server instance-settings service + API, Settings →
Experimental card with explicit enable/disable copy
- **Onboarding wizard** — classic wizard forked and frozen
(`OnboardingWizardClassic`); flag-ON variant is a 5-step capsule wizard
with a persistent evolving `AgentCapsule` (gradient/glow motif),
team-centric reframed copy, and a typing-dots intro (hardened with
fake-timer tests)
- **Conference-room chat** — flag-ON board-chat surface with agent
bubble name/icon headers and copy/vote/timestamp action rows
(`AgentBubbleActionRow`)
- **Unified composer** — shared `ChatComposer` adopted across surfaces;
translucent surface + scroll-mask removal; "Agent mode"/"Plan mode"
relabels; no-assignee confirmation `AlertDialog` (new
`ui/alert-dialog.tsx` primitive); `@task` reference picker +
linkification in mentions
- **Agent feed** — single-flight issue-quicklook store (one popover at a
time), flyouts open to the left, removed hover translate-y jitter
- **Status chips** — brand-accurate task status chips behind the flag
(light/dark, 1px borders per paperclip.ing/brand)
- **Tests** — flag on/off parity matrix across IssueDetail,
NewIssueDialog, Sidebar, wizard, gate components; component tests for
all new pieces
- **Merge with `master`** — one conflict in
`ui/src/components/IssueChatThread.tsx`, resolved by keeping master's
new `AssigneeChip`/`HandoffWakeRow`/`RunStatusBadge` components inside
the flag-gated metadata-row chrome (details in commit `21a5642a`);
post-merge fixes: vitest 4 mock typing in `MarkdownEditor.test.tsx`,
flag hook made safe for provider-less mounts (master's new isolated
component tests)
- **Branch hygiene** — internal design wireframes/mockups stripped
before the PR (they live in the Paperclip issue threads)
- No user-facing documentation changes required: the flag is
intentionally experimental and self-described in the Settings card; no
existing docs reference the affected surfaces

## Verification

- `pnpm run typecheck` — green across the workspace (ui, server, shared,
plugins)
- Full UI suite (`vitest run` in `ui/`, clean worktree at this HEAD):
**1593/1595 passing, 223/224 files** — the 2 remaining failures are in
`src/components/artifacts/ArtifactCard.test.tsx` and **fail identically
on pristine `origin/master`** (pre-existing upstream, unrelated to this
branch)
- Full server suite (`vitest run` in `server/`, same clean worktree):
results in PR checks; flag plumbing covered by instance-settings tests
- Targeted post-merge resolution check: `IssueChatThread`,
`IssueChatThreadSystemNotice`, `IssueDetail`, `Sidebar`,
`ConferenceRoomChatGate`, `OnboardingWizardVariant`, `NewIssueDialog`,
`InstanceExperimentalSettings`, `MarkdownEditor` — 172/172 passing
- Manual walkthrough: flag OFF (default) → onboarding wizard, task
thread, board chat, composer all render the classic UI; flag ON via
Settings → Experimental → capsule wizard, conference-room chat, unified
composer, status chips active
- Screenshots: see below

**Flag on/off screenshots** (committed on this branch under
`screenshots/PR-8000-*`):

| Surface | Flag OFF (classic, default) | Flag ON (experimental) |
| --- | --- | --- |
| Settings → Experimental | ![settings
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-off.png)
| ![settings
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-on.png)
|
| Task thread | ![thread
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-off.png)
| ![thread
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-on.png)
|
| Home / nav | ![home
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-off.png)
| ![home
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-on.png)
|
| Conference Room (flag-ON only surface) | — | ![conference
room](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-conference-room-flag-on.png)
|

Capsule onboarding wizard walkthrough screenshots (flag ON) are attached
to the Paperclip design/implementation threads; the wizard requires a
fresh instance so it is captured via the e2e harness
(`tests/e2e/nux-phase4-screenshots.spec.ts`).


## Risks

- **Large surface, but gated:** all new behavior sits behind
`enableConferenceRoomChat`, default OFF; flag-OFF rendering is locked by
frozen `*Classic` forks plus an on/off parity test suite
- **Classic forks are frozen at the fork point (`e3aada1d`):** master
features added to the live thread component after that point (assignee
handoff chips, run status badge, composer mention coach) render in the
flag-ON path; the flag-OFF task thread keeps the fork-point behavior
until the experiment graduates (forks deleted) or is dropped (forks
restored as canonical). Called out for reviewer attention.
- **Merge-conflict resolution in `IssueChatThread.tsx`** (commit
`21a5642a`) deserves reviewer eyes: master's new handoff/run-status
components were kept; the base toast-style no-assignee flow remains
replaced by the AlertDialog flow introduced on this branch
- Schema/server changes are additive (one optional boolean instance
setting); no migrations of existing data

## Model Used

- Claude (Anthropic) via Claude Code running in the Paperclip agent
harness (agent: ClaudeCoder)
- Branch implemented across multiple agent sessions on Claude Opus-class
models with extended thinking + tool use (file edits, shell, Playwright
screenshots); merge/PR session model ID as reported by the harness:
`claude-fable-5` (Claude Code CLI)
- All code was agent-authored and board-reviewed through Paperclip issue
threads (plans, wireframes, confirmations) before merging

## 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 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 (none
required — experimental flag, self-documenting Settings card; noted
above)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16
gates SUCCESS, incl. e2e and all 4 serialized-suite shards)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1
findings fixed + confirmed resolved; both summary notes addressed in
`8af3041a`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 16:32:55 -05:00
Dotta 67b22d872f [codex] Clarify interrupt handoffs and scoped wake semantics (#7855)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue thread is the operator surface where comments, assignee
changes, pauses, resumes, and wakeups turn human intent into agent
execution.
> - Interrupting a live run and handing work to another assignee needs
clear semantics so the product does not accidentally keep work alive,
wake the wrong participant, or hide why an agent stopped.
> - Comment-driven wakes also need strict boundaries so closed, blocked,
and dependency-driven work only resumes when there is real actionable
input.
> - This pull request codifies the interrupt handoff contract,
implements backend scheduling behavior, and gives the UI clearer
handoff/pause language.
> - The benefit is a more inspectable and predictable task lifecycle for
both operators and agents.

## Linked Issues or Issue Description

Paperclip issue: `PAP-10664` / `PAP-10751`.

Problem: interrupting or reassigning live agent work could be ambiguous
in the UI and backend. Operators needed clearer feedback about whether a
handoff wakes an agent, what pause/cancel affects, and when comments
should revive execution. The backend also needed stronger tests around
comment wake boundaries, retry supersession, and structured agent
mention dispatch.

Related GitHub PR search found broad workflow-adjacent PRs #5082, #6359,
and #4083, but no exact duplicate for this head branch or
interrupt-handoff scope.

## What Changed

- Added an interrupt handoff semantics document covering destination
behavior, wake expectations, and live-run interruption states.
- Implemented backend interrupt handoff behavior and comment wake/reopen
handling in issue routes/services and heartbeat scheduling.
- Hardened structured agent mention dispatch so mentions resolve through
the intended dispatch path.
- Added UI helpers and components for handoff chips, wake rows,
interrupt banners, pause-affects summaries, and composer guidance.
- Updated the issue properties assignee picker and issue chat/composer
surfaces to make interrupt/reassign behavior clearer.
- Added backend, UI utility, component, and Storybook coverage for the
new behavior.
- Stabilized the new UI component tests with a local `flushSync`-backed
act helper matching existing repo practice in this dependency set.
- Addressed Greptile feedback by threading historical run `errorCode`
through issue-run data and operator-interrupted chat labels.
- Addressed Greptile's cancel ordering concern by terminating/deleting
in-memory heartbeat processes before cancellation status persistence,
with regression coverage for DB update failure.

## Verification

- `git diff --check $(git merge-base HEAD origin/master)..HEAD`
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/interrupt-handoff.test.ts src/lib/issue-chat-messages.test.ts
src/components/IssueProperties.test.tsx
src/components/interrupt-handoff/InterruptHandoffViews.test.tsx
--no-file-parallelism --maxWorkers=1` — 4 files / 91 tests passed before
the Greptile follow-ups.
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-tree-control-service.test.ts
server/src/__tests__/issue-update-comment-wakeup-routes.test.ts
server/src/__tests__/issues-service.test.ts --no-file-parallelism
--maxWorkers=1` — 6 files / 191 tests passed before the Greptile
follow-ups.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-chat-messages.test.ts --no-file-parallelism
--maxWorkers=1` — 1 file / 24 tests passed after the historical
`errorCode` follow-up.
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/activity-routes.test.ts --no-file-parallelism
--maxWorkers=1` — 2 files / 11 tests passed after the historical
`errorCode` follow-up.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
--no-file-parallelism --maxWorkers=1` — 1 file / 52 tests passed after
the cancel ordering follow-up.
- Greptile is green for head `272647636287d034bab8d981eaf5305865aa0f96`;
the old inline P2 is resolved/outdated.
- GitHub Actions, Socket, security-review, and Greptile checks are green
for head `272647636287d034bab8d981eaf5305865aa0f96`. The external
`security/snyk (cryppadotta)` status was still pending at
`https://app.snyk.io/org/cryppadotta/pr-checks/85b3e8f4-04e1-4f8e-9362-899c8148c23c`
after a bounded wait.

## Risks

- Medium: changes touch issue comments, wake scheduling, and live-run
interruption semantics, so regressions could affect when agents resume
or stay stopped.
- Medium: UI copy and state grouping for assignee changes may need
reviewer tuning after product review.
- Low migration risk: no database schema migration is included.
- The branch was created before the latest `origin/master` commits;
reviewers should confirm CI merge-base behavior and resolve any merge
conflicts if GitHub reports them.

> 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-based coding agent, tool use and local command
execution enabled. Exact hosted model build and context window were not
exposed by the runtime.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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] 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

Screenshot note: this PR includes Storybook coverage for the new
interrupt handoff UI states rather than captured before/after browser
screenshots in this PR-creation heartbeat.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-09 21:57:21 -05:00
Dotta 468edd8b22 Add workspace file viewer and artifact links (#7681)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work is issue-centered, and reviewers often need to inspect
files, artifacts, and path references produced during that work.
> - Before this branch, workspace-relative paths and artifact file
references were not first-class inspectable objects in the board UI.
> - Safe file viewing needs shared resource contracts, server-side
workspace boundary checks, and UI that opens files without exposing
arbitrary host paths.
> - The workspace file viewer branch needed to stay as one active PR and
be rebased onto current `paperclipai/paperclip:master` for review.
> - This pull request adds the workspace file resource API, issue-page
file viewer and browser, markdown file-reference links, and artifact
file chips.
> - The benefit is that board users can inspect relevant files from
issue context while preserving workspace boundaries and auditability.

## Linked Issues or Issue Description

No public GitHub issue exists for this branch. Internal Paperclip
issues: `PAP-1953`, `PAP-10539`, `PAP-10733`.

Problem / motivation:
- Board users need to open workspace-relative files mentioned by agents
or attached as work-product metadata without switching to a terminal.
- The UI needs to support both direct file-path opening and workspace
browsing/searching from an issue page.
- The server must enforce company access, workspace boundaries, size
limits, rate limits, and safe audit logging.

Related PR:
- Prior closed attempt: #4442
- Single active PR for this branch: #7681

## What Changed

- Added shared workspace file resource types, validators, and
workspace-file `resourceRef` metadata validation for work products.
- Added server routes/services for resolving, listing, and previewing
workspace-relative files with access checks, scan caps, list-specific
limits, and audit logging.
- Added the issue file viewer provider, sheet, workspace browser,
command-palette action, markdown workspace-file autolinks, and artifact
file chips.
- Updated issue workspace UI and stories/tests for file browsing and
workspace file opening.
- Rebased the branch onto current `paperclipai/paperclip:master` and
updated the existing single PR branch.
- Addressed current-head Greptile follow-ups by applying `offset`
consistently across search/recent/changed file listings, restoring
stopped-service port ownership checks before auto-port reuse, and
stabilizing the workspace browser pagination test.

## Verification

Current local verification after rebase to `public/master`:
- `pnpm exec vitest run packages/shared/src/work-product.test.ts
server/src/__tests__/file-resources.test.ts
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/instance-settings-service.test.ts
server/src/__tests__/workspace-runtime.test.ts
ui/src/components/FileViewerSheet.test.tsx
ui/src/components/FileViewerSheet.copy.test.tsx
ui/src/components/WorkspaceFileBrowser.test.tsx
ui/src/components/WorkspaceFileMarkdownBody.test.tsx
ui/src/context/FileViewerContext.test.ts
ui/src/lib/remark-workspace-file-refs.test.ts
ui/src/lib/workspace-file-parser.test.ts
ui/src/components/IssueWorkspaceCard.test.tsx` - 13 files passed, 197
tests passed.
- `pnpm -r --filter @paperclipai/shared --filter @paperclipai/server
--filter @paperclipai/ui typecheck` - passed.
- `pnpm exec vitest run ui/src/components/WorkspaceFileBrowser.test.tsx`
- 1 file passed, 25 tests passed.
- `pnpm exec vitest run server/src/__tests__/file-resources.test.ts
server/src/__tests__/workspace-runtime.test.ts` - 2 files passed, 90
tests passed.
- `pnpm -r --filter @paperclipai/server typecheck` - passed.
- Confirmed branch is `0` behind and `46` ahead of current
`public/master` after rebase and follow-up commits.
- Confirmed the PR diff does not include `pnpm-lock.yaml`.
- Confirmed the PR diff does not include `.github/workflows` changes.
- Searched GitHub for duplicate or related workspace file viewer
PRs/issues; #4442 is the prior closed attempt and this PR is the single
active PR for the branch.
- No screenshots were committed; the task explicitly asked not to add
design screenshots or images unless they were part of the work.

Current remote verification on head
`a698a7bc10137baf7d25bd5722e1d6e0343387c1`:
- Greptile Review - success, 64 files reviewed, 0 comments added, no
unresolved Greptile review threads.
- PR workflow `verify` - success.
- Typecheck + Release Registry, General tests, workspace test shards,
serialized server suites, Build, Canary Dry Run, e2e, Socket, and Snyk -
success.
- `security-review` - neutral, with output saying a draft advisory was
filed for maintainer review and is not a merge block.
- `commitperclip PR Review / review` - cancelled after the security gate
detected flags and timed out while creating/reviewing the advisory. I
reran it once and it cancelled the same way; no actionable code/test
failure was exposed in the job logs.

## Risks

- This is a broad UI/server feature PR, so review needs to pay attention
to route authorization, workspace boundary handling, and markdown
autolink false positives.
- Workspace browsing intentionally caps list results and scan depth;
very large workspaces may require users to refine search terms.
- Remote workspace preview remains unavailable until remote file-access
support is implemented.
- The neutral commitperclip security-review advisory needs maintainer
review, but the check output says it is not a merge block.

> 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 in a Paperclip/Codex local tool-use
environment, medium reasoning, with shell/GitHub CLI tool use for branch
inspection, verification, rebase, PR update, Greptile review, and CI
inspection.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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
- [ ] 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>
Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-09 17:17:43 -05:00
Dotta 35c31ca63f [codex] Add live-run stop finalization actions (#7679)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators supervise live agent runs from the issue detail chat
surface.
> - The existing run menu can pause/stop work, but operators sometimes
need to stop the active run and immediately finalize the task outcome.
> - Doing those as separate actions is slower and easier to leave
half-finished.
> - This pull request adds explicit live-run finalization actions to the
issue chat run menu.
> - The benefit is a clearer operator path for stopping a live run and
marking the task done or cancelled in one ordered flow.

## Linked Issues or Issue Description

No public GitHub issue exists for this internal Paperclip task. Internal
task: PAP-10535.

## Subsystem affected

ui/ — React + Vite board UI.

## Problem or motivation

Operators can stop an active run from the issue detail chat, but
finalizing the issue outcome requires a separate status action after the
run is stopped. That extra step makes live-run finalization slower and
easier to leave incomplete.

## Proposed solution

Add explicit issue chat run-menu actions for `Stop and cancel` and `Stop
and done`, where each action cancels the active heartbeat run before
updating the issue status.

## Alternatives considered

Keep the existing two-step flow of cancelling the run first and then
changing issue status separately. That preserves current behavior but
does not solve the operator workflow gap.

## Roadmap alignment

This is a small targeted UI control-plane improvement for supervising
live agent work. It does not duplicate a planned core roadmap item found
in `ROADMAP.md`.

This PR was split from the local `master` branch on June 7, 2026. It
covers the UI-only live-run finalization action. I searched GitHub for
duplicate/related PRs; the results were broader run-control PRs, not
this exact issue-detail menu action.

## What Changed

- Added optional `runFinalizationActions` support to `IssueChatThread`
assistant message run menus.
- Added `Stop and cancel` and `Stop and done` actions on the issue
detail chat tab.
- Each action cancels the active heartbeat run before updating the issue
status.
- Added focused UI coverage to assert cancellation happens before the
status update.
- Addressed Greptile feedback for partial-failure messaging and
duplicate run-state invalidation.

## Verification

- `git diff --check origin/master..HEAD`
- `git diff --check`
- `NODE_ENV=test pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx`
- Storybook screenshot capture for the live-run menu before and after
the finalization actions.

## Screenshots

Before: existing live-run menu only offered the normal stop action.

![Before live-run
menu](https://raw.githubusercontent.com/paperclipai/paperclip/codex/live-run-stop-finalization/screenshots/PAP-10535-live-run-menu-before.png)

After: the live-run menu includes `Stop and cancel` and `Stop and done`.

![After live-run
menu](https://raw.githubusercontent.com/paperclipai/paperclip/codex/live-run-stop-finalization/screenshots/PAP-10535-live-run-menu-after.png)

## Risks

- Medium UI behavior risk: the new actions expose faster finalization
controls from the live-run menu. They are gated through the existing
issue detail management surface and still use the existing run cancel
and issue update APIs.
- Low migration risk: no schema, API contract, or dependency changes.

> 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 coding agent based on GPT-5, with shell, git, GitHub CLI,
local test execution, and Playwright browser screenshot capture. Exact
hosted model variant and context-window size were not exposed by the
runtime.

## 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 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] 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>
2026-06-07 06:26:17 -05:00
Dotta 71a8464fee [codex] prevent invalid agents from receiving assignments and runs (#7663)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The control plane owns agent lifecycle, issue assignment, routine
dispatch, heartbeat wakeups, and recovery paths
> - Terminated, paused, pending-approval, or otherwise invalid agents
should not receive new work or new execution attempts
> - The old behavior left eligibility checks spread across routes and
services, so assignment and run paths could drift apart
> - This pull request centralizes agent lifecycle eligibility and
applies it consistently to assignment, invocation, routines, recovery,
and UI affordances
> - The benefit is safer autonomy: terminated agents stay paused,
invalid org-chain agents are surfaced, and active agents keep receiving
valid work

## Linked Issues or Issue Description

Refs #5103
Related: #1864

Bug fix context:
- What happened: agent assignment and heartbeat/run paths did not share
one eligibility contract, so invalid lifecycle states could still be
considered in some paths.
- Expected behavior: terminated agents must never receive new
assignments or heartbeat runs, and paused or otherwise invalid agents
should be treated as non-invokable consistently.
- Steps to reproduce: create or select an agent in an invalid lifecycle
state, then attempt assignment, routine dispatch, or heartbeat/recovery
wake paths.
- Paperclip version/commit: fixed on top of `paperclipai/paperclip`
`master` at the PR base.
- Deployment mode: applies to the server control plane in local and
authenticated deployments.

## What Changed

- Added shared agent lifecycle eligibility helpers and exported the
related shared types.
- Centralized server-side assignability and invokability checks for
issue assignment, agent routes, heartbeat dispatch, routines, recovery,
and liveness logic.
- Hardened issue assignment so invalid assignees are rejected instead of
queued for work.
- Hardened heartbeat/routine/recovery paths so terminated and otherwise
invalid agents are not woken for new runs.
- Updated board UI affordances to disable invalid agent actions and
surface org-chain warnings where relevant.
- Added targeted shared, server, and UI tests for the new eligibility
behavior.

## Verification

- `pnpm exec vitest run packages/shared/src/agent-eligibility.test.ts
server/src/__tests__/agent-invokability.test.ts
server/src/__tests__/heartbeat-archived-company-guard.test.ts
server/src/__tests__/issue-liveness.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/routines-service.test.ts
ui/src/lib/company-members.test.ts ui/src/pages/Agents.test.tsx` — 8
files, 144 tests passed.
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck` — passed.
- Checked the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
- Checked `ROADMAP.md`; this is a targeted control-plane safety fix and
does not duplicate a planned core feature.
- Searched GitHub for duplicate or related PRs/issues; closest related
items are linked above.
- CI and Greptile verification are pending on the opened PR and will be
followed up before requesting merge.

## Risks

Low to moderate risk. The intended behavioral shift is that invalid
agents are refused earlier and more consistently, which could expose
existing data with paused, pending, terminated, or broken org-chain
assignees. The added tests cover the critical assignment, heartbeat,
routine, recovery, shared helper, and UI paths. No database migrations
are included.

> 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 GPT-5 Codex via the Paperclip `codex_local` adapter, with
shell/git/GitHub CLI tool use. Reasoning mode and context window are
managed by the adapter runtime and not exposed in this environment.

## 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 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 (not applicable: no design screenshots requested; UI
behavior is covered by tests)
- [x] I have updated relevant documentation to reflect my changes (not
applicable: no user-facing command or schema docs changed)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending CI)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending Greptile)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 12:45:57 -05:00
Dotta 2e74d32871 PAP-10430: split Issue-to-Task copy migration (#7651)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI is the operator surface where users create, assign,
monitor, and review work items.
> - The product language is moving toward "tasks" for user-facing work
items while the internal API and database still use "issues".
> - PR #7543 bundled this copy migration with broader
information-architecture work, which made the branch too large for
Greptile review.
> - This pull request peels the Issue-to-Task copy migration into a
smaller, independently reviewable change.
> - The benefit is clearer user-facing terminology, less agent confusion
via the Paperclip skill note, and a smaller PR that Greptile can review.

## Linked Issues or Issue Description

Refs #7645
Refs #7543
Refs PAP-10430

This PR was split out of #7543 so the Issue-to-Task copy migration can
be reviewed separately and the remaining IA PR can fall under Greptile's
file limit.

## What Changed

- Preserves Scott Tong's original `PAP-57` copy-only commit, with author
and co-author credit intact, to rename user-facing "Issues" copy to
"Tasks" across the UI while keeping routes/API/internal symbols as
`issue`.
- Updates onboarding and release-smoke browser selectors from `Create &
Open Issue` to `Create & Open Task`.
- Adds a terminology note to `skills/paperclip/SKILL.md` clarifying that
task and issue refer to the same Paperclip work item.
- Resolves the only cherry-pick conflict by keeping current search
artifacts support and changing visible search copy to "tasks".

## Verification

- `pnpm --filter @paperclipai/ui build` passed.
- `NODE_ENV=test pnpm exec vitest run
ui/src/components/IssuesList.test.tsx ui/src/components/Sidebar.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/pages/IssueDetail.test.tsx` passed: 4 files, 66 tests.
- `git diff --check origin/master...HEAD` passed.
- Diff is 80 files, below Greptile's 100-file limit.
- Before/after UI copy examples: "Issues" -> "Tasks", "New Issue" ->
"New Task", "Create & Open Issue" -> "Create & Open Task".

## Risks

- Medium copy-risk: this intentionally changes user-facing terminology
broadly while keeping internal issue identifiers and routes unchanged.
- Some docs and APIs still say `issue`; the skill note clarifies this so
agents do not treat task and issue as separate entities.
- Browser-level visual validation is expected from CI because this local
container is missing usable browser dependencies.

> 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

Scott Tong authored the original `PAP-57` copy migration, assisted by
Claude Opus 4.8 and Paperclip agents per the preserved commit metadata.
Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository
access performed the PR split, conflict resolution, skill note, and
verification.

## 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 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] 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: scotttong <scott.tong@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 10:10:01 -05:00
Dotta 4d5322c821 [codex] Add checkbox confirmation issue interactions (#7649)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work is coordinated through issues, comments, interactions,
and approval-style handoffs.
> - Existing issue-thread interactions could ask questions, suggest
tasks, and request confirmation, but they did not support a structured
checkbox confirmation payload for choosing one or more options.
> - That gap made board/user confirmations harder to validate
consistently across API callers, plugin helpers, CLI tooling, and the
UI.
> - This pull request adds the shared checkbox confirmation contract,
server handling, client helpers, and issue-thread UI needed to render
and submit structured selections.
> - The benefit is that agents can request bounded multi-select
confirmations in the same audited issue-thread flow as other Paperclip
interactions.

## Linked Issues or Issue Description

- No public GitHub issue found for this exact branch. Internal Paperclip
issue: PAP-10415 / PAP-10441 requested creating this PR for the checkbox
confirmation issue-thread UI component work.
- GitHub duplicate search performed for checkbox confirmation /
issue-thread interaction PRs; no matching open PR was found.
- Related issue search result `#7497` was unrelated company file cleanup
work, so it is not linked as a related issue.

## What Changed

- Added shared types, validators, constants, and tests for
`request_checkbox_confirmation` interactions.
- Extended server issue-thread interaction service and routes for
checkbox confirmation creation, validation, expiration, and response
handling.
- Added CLI, MCP, and plugin SDK helper coverage so external callers can
create the new interaction shape consistently.
- Updated the issue-thread interaction UI to render checkbox
confirmations with min/max bounds, selection summaries, stale-target
states, and accept/decline flows.
- Documented the checkbox confirmation interaction contract in the
Paperclip skill/API reference.

## Verification

- Rebased cleanly on `paperclipai/paperclip` `master` fetched into
`public-gh/master` at `a4fa0eaf5`.
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
- Ran focused tests with `NODE_ENV=test`:

```sh
NODE_ENV=test pnpm run preflight:workspace-links
NODE_ENV=test pnpm exec vitest run packages/shared/src/issue-thread-interactions.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/lib/issue-thread-interactions.test.ts cli/src/__tests__/issue-subresources.test.ts cli/src/__tests__/project-goal.test.ts packages/mcp-server/src/tools.test.ts packages/plugins/sdk/tests/testing-actions.test.ts
```

Result: 8 test files passed, 78 tests passed.
- CI on latest head `63b9e55` is green.
- Greptile Review passed on latest head; GraphQL review-thread check
shows all Greptile threads resolved.

## Risks

- Medium surface area because the interaction contract touches shared
validators, server routes/services, UI rendering, CLI, MCP, plugin SDK
helpers, and docs.
- No database migrations are included.
- `pnpm-lock.yaml` is intentionally excluded per repository lockfile
policy.
- UI screenshots are not attached because the task explicitly requested
not to add design screenshots or images unless they were part of the
work; component tests cover the new rendering and interaction states.

> 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 coding agent based on GPT-5, with repository file access,
shell command execution, git/GitHub CLI tooling, and Paperclip
control-plane API access. Exact hosted model ID/context-window metadata
is not exposed inside this runtime.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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] 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>
2026-06-06 08:48:43 -05:00
Dotta 4693d770aa Add company artifacts page (#7621)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators need a way to inspect files and work products created by
agents across a company without opening each issue one by one.
> - The existing issue detail surfaces already show attachments and
outputs, but there was no company-level artifacts index or search-result
affordance for artifact-like records.
> - The backend needed a company-scoped artifacts projection API that
preserves issue/run attribution and safe links back to source records.
> - The UI needed a first-class Artifacts page, sidebar entry, reusable
artifact cards, and deep-link handling that keeps company prefixes
intact.
> - This pull request adds the company artifacts API and page, then
wires artifacts into search and issue output surfaces.
> - The benefit is a single place to browse, filter, and open generated
work products and attachments while preserving company boundaries.

## Linked Issues or Issue Description

Fixes #7622.

Feature request fields:

- Problem/motivation: company operators need a consolidated artifacts
surface for attachments and work products produced by agents.
- Proposed solution: add a company-scoped artifacts projection endpoint,
a board Artifacts route, reusable cards, sidebar navigation, and
artifact search integration.
- Alternatives considered: keep artifact discovery only on individual
issue pages; that forces operators to know the source issue before
finding generated outputs.
- Roadmap alignment: checked `ROADMAP.md`; this is a focused board
UI/API improvement and does not duplicate a listed roadmap item.

## What Changed

- Added shared artifact types and validators.
- Added a company-scoped artifact projection service/API with tests for
attachment/work-product attribution.
- Added Artifacts board UI route, API client, sidebar link, cards,
filters, and storybook coverage.
- Added artifact result handling to company search and issue
output/deep-link flows.
- Rebased the branch onto the latest `public-gh/master` state and
resolved the route-test conflict by preserving both upstream
team-catalog coverage and artifact route coverage.
- Fixed a local Sidebar test helper so it no longer depends on a
runtime-undefined `React.act` export in this dependency install.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/artifacts/ArtifactCard.test.tsx src/api/artifacts.test.ts
src/lib/company-routes.test.ts`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Artifacts.test.tsx src/pages/Search.test.tsx
src/components/Sidebar.test.tsx`
- `pnpm exec vitest run
server/src/__tests__/company-artifacts-service.test.ts
server/src/__tests__/company-search-service.test.ts
server/src/__tests__/company-search-rate-limit-routes.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows/*`.
- Duplicate search: no open PRs or issues found for `artifact page
ArtifactCard` in `paperclipai/paperclip`.

Screenshots are intentionally omitted per the internal task instruction
not to add design screenshots or images to this PR unless they are
specifically part of the work. I also attempted browser capture in this
runner, but `agent-browser` failed to launch Chrome and Playwright
Chromium is missing `libatk-1.0.so.0`.

## Risks

- Low-to-medium risk: this adds a new API projection and UI surface, so
attribution/link regressions could affect artifact navigation.
- Company scoping is covered in the new service/API tests.
- No database migrations are included.
- No lockfile or workflow changes are included.

> 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 with tool use and local command
execution. Exact hosted model identifier is not exposed in this runtime.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots (intentionally omitted per task instruction; browser capture
unavailable in this runner)
- [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
- [ ] 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>
2026-06-05 18:11:05 -05:00
Dotta b2a33d0184 [codex] Filter document artifacts from issue outputs (#7608)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issue detail pages promote certain artifact work products into the
dedicated Output surface while also listing raw attachments below
> - Document-like artifacts such as plan markdown can currently be
promoted like binary outputs, which makes the same work product story
look like both an output and a document/attachment
> - The output surface should stay focused on inspectable generated
media, archives, PDFs, WebAssembly, SVG/images, and true binary
deliverables while document-like artifacts remain in the document or
attachment flow
> - This pull request filters document-like artifact metadata out of the
Output section and avoids duplicating the attachments that back promoted
outputs
> - The benefit is a cleaner issue detail page where plans and markdown
reports do not appear as binary outputs, while real output files still
get highlighted

## Linked Issues or Issue Description

Fixes #7609
Refs PAP-10354
Refs PAP-10369

## What Changed

- Added output MIME-type normalization and eligibility checks for issue
artifact work products.
- Filtered markdown, text, JSON, XML, CSV, YAML, source-like files, and
generic binary artifacts with document-like filenames out of promoted
issue outputs.
- Kept video, image including SVG, PDF, ZIP, WebAssembly, and true
binary artifacts eligible for the Output section.
- Hid attachments that back promoted outputs while leaving filtered
document-like artifact attachments visible.
- Preserved the full image attachment set for chat image gallery lookup
even when promoted image outputs are hidden from the attachment list.
- Added focused tests for output eligibility, glyph labeling, output
promotion, attachment filtering, gallery image preservation, and the
output section render behavior.

## Verification

- `pnpm vitest run ui/src/lib/issue-output.test.ts
ui/src/pages/IssueDetail.test.tsx
ui/src/components/issue-output/IssueOutputSection.test.tsx`
- GitHub PR checks are green on
`7d1b80f9702f20ab86cc502bffce599b13f1b088`.
- Greptile confidence score is 5/5 and both Greptile review threads are
resolved.

## Risks

- Low risk. The change only affects UI classification of Paperclip
artifact work products. The main behavioral risk is an uncommon
text-like generated artifact no longer appearing in the Output section;
it remains available through the normal attachment/document surfaces.

> 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 GPT-5 Codex via Paperclip CodexCoder, with repository tool use
and local command 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 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] 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>
2026-06-05 14:40:20 -05:00
Dotta 1afa337841 Address Greptile deleted-comment feedback
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-05 03:43:12 +00:00
Dotta 7f70759e61 Redact deleted issue comments 2026-06-05 03:20:46 +00:00
Dotta e86d000c7b Render rich issue attachment previews
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-01 21:45:27 +00:00
Dotta 96d266109b Add issue Output UI for artifact playback (PAP-10168)
Surface attachment-backed artifact work products as a first-class
Output section on the issue detail page so cloud users can watch and
download agent-generated videos without host filesystem access.

- ui/src/lib/issue-output.ts: formatBytes/formatDuration/getOutputFileGlyph
  helpers + getIssueOutputs selector that validates the Phase-2 attachment
  artifact metadata contract and tolerates malformed metadata (degraded).
- issue-output components: IssueOutputSection, OutputPrimaryCard (native
  <video>/image/generic), OutputRow, OutputVideoPlayer, OutputFileTile.
- IssueDetail: fetch work products and render the Output section between
  Documents and Attachments; reuse formatBytes in the attachments list.
- DesignGuide: showcase multiple-output, degraded, and empty states.
- Focused tests for video output, empty state, multiple outputs, and
  failed attachment metadata (15 tests).

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-30 20:40:35 +00:00
Devin Foley d9f91576a0 Add accepted-plan decomposition exact-once guards and UI state (#6831)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies, so
planning approvals and child-issue fan-out are part of the core
control-plane loop.
> - Accepted plans are supposed to be a safe bridge from planning into
execution, especially when agents wake from review decisions and reuse
isolated workspaces.
> - The duplicate-subtask incident showed that an accepted plan revision
could be interpreted more than once across overlapping runs, which broke
the single-source-of-truth model for issue decomposition.
> - Fixing that required tightening the backend contract first:
accepted-plan decomposition needs an exact-once fingerprint, durable
claim state, and retry-safe child creation.
> - Once that backend behavior existed, the board still needed
visibility into what happened, so the issue detail view needed a
dedicated decomposition section instead of forcing operators to
reconstruct child creation from raw activity.
> - This pull request adds the exact-once decomposition primitive,
hardens wake routing and regressions around the incident, and surfaces
decomposition state in the UI so future incidents are both prevented and
easier to inspect.

## What Changed

- Added accepted-plan decomposition semantics to
`doc/execution-semantics.md`, including the exact-once fingerprint,
durable claim/result expectations, and retry/resume behavior.
- Added persistent accepted-plan decomposition claims in the backend,
including schema, shared types/validators, service logic, and issue
routes for creating and listing decomposition state.
- Hardened heartbeat routing so an accepted-plan continuation stays
scoped to the relevant planning issue instead of opportunistically
re-decomposing another accepted issue on the same assignee.
- Added regression coverage for the original failure modes: concurrent
same-parent retries, cross-issue accepted-plan isolation, and partial
child recreation under the same fingerprint.
- Added the `Plan decomposition` issue-detail section plus supporting
API/query-key/activity formatting updates so operators can see revision
status, owner, child counts, and the linked child issues directly in the
UI.
- Included the small follow-up UI fix so the decomposition section still
renders when the issue work mode is no longer `planning`.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts`
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t
"lists persisted decompositions with child issue summaries"`
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t
"accepted plan decomposition"
server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts`
- Manual UI path: create a planning issue without an isolated execution
workspace, add a `plan` document, accept the `request_confirmation`, let
Paperclip create child issues, then reopen the parent issue detail page
and confirm the `Plan decomposition` section shows the accepted
revision, status, idempotent-claim badge, and child links.
- Separate follow-up bug noted during manual UI validation: accepting a
plan on an issue whose run never records `workspace_finalize` is tracked
in `PAPA-445` and is not part of this PR’s fix scope.

## Risks

- This adds a new migration and a large Drizzle snapshot update;
reviewers should confirm the schema shape and generated metadata match
the intended decomposition table.
- The exact-once claim changes sit on the accepted-plan fan-out path, so
regressions there could block legitimate child creation or mis-handle
retries if the claim state machine is wrong.
- The new UI only appears when decomposition records exist; reviewers
should use the manual verification path above rather than expecting
existing issues on a stale local instance to show the section
automatically.
- `PAPA-445` remains an open follow-up for the `workspace_finalize`
accept gate when a planning handoff never records finalize; that bug can
interfere with reproducing the UI flow on isolated workspaces but does
not change the correctness of the exact-once decomposition feature
itself.

> Checked `ROADMAP.md`: this PR is a bug fix / control-plane hardening
change for accepted-plan decomposition, not a new uncoordinated roadmap
feature.

## Model Used

- OpenAI Codex via Paperclip `codex_local` (GPT-5-based coding agent;
exact backend model ID/context window not exposed in the run context),
with repository tool use, shell execution, and code-editing
capabilities.

<img width="806" height="1069" alt="Screenshot 2026-05-27 at 11 05
48 PM"
src="https://github.com/user-attachments/assets/5b00b670-96cd-4470-b0a3-581743bcae28"
/>


## 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>
2026-05-28 23:30:18 -07:00
Dotta b7545823be [codex] Add document annotations and comments (#6733)
## Thinking Path

> - Paperclip orchestrates AI-agent companies through issues, documents,
runs, and durable company-scoped state.
> - Issue documents are where agents and operators capture plans,
handoffs, and work products.
> - Before this change, document collaboration could only happen through
whole-document edits and detached issue comments.
> - Inline document annotations need stable anchors, revision-aware
persistence, and UI affordances that do not break existing document
editing.
> - This pull request adds company-scoped document annotation threads,
comments, anchor snapshots, API routes, and board UI.
> - The benefit is that operators and agents can discuss specific
document passages without losing context as documents evolve.

## What Changed

- Added document annotation tables, schema exports, shared types,
validators, anchor hashing, and text-anchor helpers.
- Added server-side document annotation services and issue routes for
listing, creating, commenting, resolving, and reopening annotation
threads.
- Included annotation summaries in relevant issue document reads and
backup/recovery document workspace behavior.
- Added React UI for inline document highlights, comment panels, mobile
sheet behavior, deep-link focus, and resolved/open filtering.
- Added annotation design artifacts, Storybook coverage, screenshots,
and a screenshot helper script.
- Rebased the branch onto current `paperclipai/paperclip` `master` and
renumbered the annotation migration from `0085_old_swarm` to
`0091_old_swarm`; the SQL uses `IF NOT EXISTS` guards so environments
that previously applied the old migration number can safely apply the
new one.
- Adjusted the new annotation UI tests to use a local async flush helper
because this workspace's React 19.2.4 export does not expose
`React.act`.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
packages/shared/src/document-anchors.test.ts
server/src/__tests__/document-annotation-routes.test.ts
server/src/__tests__/document-annotations-service.test.ts
ui/src/components/DocumentAnnotationLayer.test.tsx
ui/src/components/IssueDocumentAnnotations.test.tsx
ui/src/lib/document-annotation-hash.test.ts
ui/src/lib/document-annotation-selection.test.ts`
- Confirmed `git diff --check` passes.
- Confirmed no `pnpm-lock.yaml` or `.github/workflows/*` files are
included in the PR diff.

## Risks

- Medium risk: this adds new persisted annotation tables and routes
across db/shared/server/ui.
- Migration risk is reduced by moving the branch migration to
`0091_old_swarm` after upstream `0090_resource_memberships` and keeping
the SQL idempotent for old `0085_old_swarm` adopters.
- UI risk is mostly around text range anchoring and panel positioning
across long documents, folded content, and mobile layouts; the PR
includes focused unit coverage and design screenshots.

> 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-using software engineering
mode. Context window size is not exposed in this Paperclip runtime.

## 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>
2026-05-26 06:41:23 -07:00
Dotta 38c185fb8b [codex] Add agent permissions and controls plan (#6386)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies by keeping
task ownership, approvals, and operator control inside one control
plane.
> - Agent permissions and plugin-hosted company settings sit on the
boundary between autonomy and governance.
> - V1 needs scoped task assignment rules, plugin extension points, and
clearer company access surfaces without weakening company boundaries.
> - The branch builds the core authorization service, plugin SDK/host
APIs, and UI simplifications needed to support those controls.
> - Paperclip EE plugin surfaces were intentionally moved out of this
core PR per review direction, so this PR now carries only the public
core/plugin infrastructure work.
> - The latest updates preserve the PAP-9937 branch changes that belong
in this PR, remove the `design/` artifacts, and exclude the experimental
`plugin-briefs` package.
> - Greptile feedback was applied through the authorization/audit paths
and the final cleanup commit was re-reviewed at 5/5 with no unresolved
Greptile threads.
> - The benefit is safer assignment control with extension hooks for
richer permission products while preserving simple defaults for normal
operators.

## What Changed

- Added scoped task-assignment authorization decisions and routed
issue/agent assignment mutations through the authorization service.
- Added plugin SDK and host APIs for company settings slots,
authorization policy/grant management, assignment previews, and bridge
invocation scope propagation.
- Simplified core company access UI and moved advanced controls behind
plugin-provided settings surfaces.
- Added retry-now affordances for blocked issue next-step notices.
- Added protected-assignment enforcement for persisted
agent/project/issue policies, including explicit-grant fallback
behavior.
- Added incremental principal-access compatibility backfill for active
agent memberships and role-default human permission grants.
- Added the Markdown code block wrap action fix from the latest branch
changes.
- Removed `design/` artifacts from the PR and removed
`packages/plugins/plugin-briefs` from the final diff.
- Addressed Greptile feedback for plugin actor sanitization, legacy
membership handling, audit pagination, unknown grant-scope metadata, and
startup test mocks.

## Verification

- `pnpm exec vitest run server/src/__tests__/access-service.test.ts
server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54
tests passed.
- `pnpm exec vitest run
server/src/__tests__/server-startup-feedback-export.test.ts
server/src/__tests__/access-service.test.ts
server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62
tests passed.
- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/plugin-access-authorization-host-services.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files
passed, 28 tests passed.
- `pnpm --filter @paperclipai/server typecheck` -> passed.
- `git diff --check` -> passed.
- `node ./scripts/check-docker-deps-stage.mjs` -> passed.
- `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed
with no lockfile update.
- `pnpm exec vitest run
ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed.
- `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0.
- GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`.
- Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0
comments/annotations added, 0 unresolved review threads.
- Confirmed the PR diff contains no `design/`,
`packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or
`.github/workflows` changes.

## Risks

- Medium: task assignment authorization paths are behaviorally stricter
for protected/private policy data, so existing plugin-authored policies
may block assignment until explicit grants or approval flows are
configured.
- Medium: plugin-host authorization APIs expand the surface area
available to trusted plugins and need careful review for company
scoping.
- Low: startup now performs a principal-access compatibility backfill,
but the migration and runtime backfill use conflict-tolerant inserts.

> 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 workflow with shell,
git, and GitHub CLI access.

## 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>
2026-05-22 08:12:52 -05:00
Dotta d734bd43d1 [codex] Roll up May 17 branch changes (#6210)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies, so agent
work needs visible ownership, recovery, and operator controls.
> - This local branch had accumulated several related control-plane
reliability and operator-experience fixes across recovery actions,
watchdog folding, model-profile defaults, mentions, markdown editing,
plugin launchers, and small UI polish.
> - The branch needed to be converted into a PR against the current
`origin/master` without losing dirty work or including lockfile/workflow
churn.
> - The safest standalone shape is a single rollup PR because the
recovery/server/UI files overlap heavily across the local commits and
splitting would create avoidable conflicts.
> - This pull request replays the local branch onto latest
`origin/master`, preserves the uncommitted work as logical commits, and
adds a Zod 4 validator compatibility fix found during verification.
> - The benefit is that the May 17 local branch can be reviewed and
merged as one coherent, conflict-free branch under the 100-file Greptile
limit.

## What Changed

- Rebased the local May 17 branch work onto current `origin/master` in a
dedicated worktree.
- Preserved and committed previously dirty changes for recovery retry
handling, plugin/sidebar launcher polish, and `.herenow` ignores.
- Added recovery-action behavior for returning source issues to `todo`
when retrying source-scoped recovery.
- Included the existing local recovery/liveness/watchdog fold, Codex
cheap-profile, markdown/mention, duplicate-agent, and UI polish commits
from the branch.
- Normalized shared validator `z.record(...)` schemas to explicit
string-key records for Zod 4 compatibility.
- Confirmed the PR has no `pnpm-lock.yaml` or `.github/workflows/*`
changes and stays below the 100-file Greptile limit.

## Verification

- `pnpm install --frozen-lockfile --ignore-scripts`
- `npm run install` in
`node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` to build the
local native sqlite3 binding after installing with scripts disabled
- `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
packages/shared/src/project-mentions.test.ts
packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/heartbeat-model-profile.test.ts
server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts
server/src/__tests__/plugin-local-folders.test.ts
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/components/Sidebar.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/MarkdownEditor.test.tsx
ui/src/components/MarkdownBody.test.tsx
ui/src/lib/duplicate-agent-payload.test.ts
ui/src/pages/Routines.test.tsx`
- First pass: 13 files passed with 201 passing tests; 3 server files
failed before sqlite3 native binding was built.
- After rebuilding sqlite3:
`server/src/__tests__/heartbeat-model-profile.test.ts`,
`server/src/__tests__/issue-recovery-actions.test.ts`, and
`server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts`
passed/loaded; embedded Postgres tests were skipped by the local host
guard.
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/adapter-utils typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`

## Risks

- Medium risk: this is a broad rollup PR across recovery semantics,
server tests, shared validators, and UI surfaces.
- Some embedded Postgres tests skipped locally due the host guard, so CI
should provide the stronger database-backed signal.
- UI changes were covered by component tests, but no browser screenshot
was captured in this PR creation pass.
- This branch may overlap with existing recovery/liveness PR work; merge
this PR independently or restack/close overlapping branches rather than
merging duplicate implementations together.

> 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-based coding agent, tool-enabled local repository
and GitHub workflow, medium reasoning effort.

## 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
- [ ] 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>
2026-05-17 17:15:06 -05:00
Dotta 03ad5c5bea [codex] Add issue document locking (#6009)
## Thinking Path

> - Paperclip orchestrates AI-agent companies through company-scoped
issues, comments, and issue documents.
> - Issue documents are the durable place where plans, handoffs, and
other work artifacts are revised over time.
> - Some documents need to be preserved as operator-approved snapshots
while agents continue working on the same issue.
> - Without document locking, a later board or agent write can overwrite
the document key that reviewers expected to remain stable.
> - This pull request adds board-managed issue document locks and makes
agent writes to locked keys create a derived document instead of
mutating the locked document.
> - The benefit is safer document handoffs: approved or frozen issue
documents stay immutable until the board explicitly unlocks them.

## What Changed

- Added `locked_at`, `locked_by_agent_id`, and `locked_by_user_id`
document fields plus migration `0085_tranquil_the_executioner.sql`.
- Added document lock/unlock service behavior, route endpoints, activity
events, and locked-document write protections.
- Made agent document writes to locked keys create a new derived key
such as `plan-2` rather than overwriting the locked document.
- Surfaced lock state through shared issue document types, UI API
methods, document header lock controls, and activity formatting.
- Added server and UI tests for lock/unlock behavior, locked document
immutability, and UI action visibility.
- Updated `doc/SPEC-implementation.md` with the V1 document lock
contract and endpoints.

## Verification

- `git rebase public-gh/master` completed cleanly after committing the
branch changes.
- `git diff --check` passed before commit.
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/documents-service.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
ui/src/components/IssueDocumentsSection.test.tsx
ui/src/components/IssueContinuationHandoff.test.tsx
ui/src/lib/document-revisions.test.ts` passed: 5 files, 32 tests.

## Risks

- Medium risk because this changes the document persistence contract and
adds a migration.
- The migration uses `ADD COLUMN IF NOT EXISTS` and guarded foreign-key
creation so it remains safe for users who may have already applied an
earlier copy of the migration.
- Locked documents intentionally reject board edits/deletes/restores
until unlocked; any existing workflows that expected direct overwrite
need to unlock first.
- Agent writes to locked keys now create derived documents, which may
create extra issue documents when agents retry locked writes.

## Model Used

- OpenAI Codex coding agent based on GPT-5, with tool use and local code
execution in the Paperclip worktree.

## 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
- [ ] 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>
2026-05-15 08:54:55 -05:00
Dotta 012a738729 Add ordered sub-issue navigation (#5938)
## Thinking Path

> - Paperclip orchestrates AI-agent companies through company-scoped
issues, comments, and execution context.
> - The issue detail page is the board surface where operators and
agents inspect a task in its parent/child workflow.
> - Ordered sub-issues need a low-friction way to move through work
without returning to the parent list after every issue.
> - Existing issue detail navigation only covered sibling transitions
and did not continue into a parent issue's first ordered child.
> - This pull request adds ordered previous/next navigation for issue
detail views and extends it to continue from a parent or last sibling
into the first direct child.
> - The benefit is a smoother review/execution path through hierarchical
work while preserving hidden issue filtering and dependency-aware
ordering.

## What Changed

- Added `IssueSiblingNavigation` and route-state handling so issue
detail footers can link to previous/next ordered issues.
- Extended sub-issue ordering helpers to build navigation from siblings
plus direct children, including root-parent and
last-sibling-to-first-child cases.
- Added page, component, and library tests for ordered sibling
navigation, child fallback navigation, hidden issues, and link
rendering.
- Fixed the quicklook blur/click race Greptile found by deferring close
until after portaled link clicks can complete, with a regression test.
- Polished the navigation landmark label so it remains accurate when the
next target is a direct child rather than a sibling.

## Verification

- `pnpm exec vitest run src/components/IssueLinkQuicklook.test.tsx
src/lib/issue-detail-subissues.test.ts
src/components/IssueSiblingNavigation.test.tsx
src/pages/IssueDetail.test.tsx --config vitest.config.ts` from `ui/` -
31 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` - passed.
- `git diff --check` - passed.
- GitHub PR checks on latest head `34046be2` - passed: Greptile Review,
verify, e2e, Canary Dry Run, policy, Snyk, and serialized server shards.
- Screenshots: not captured in this heartbeat; this PR is a draft and
the changed states are covered by focused component/page tests.

## Risks

- Low risk; this is a UI navigation addition with no database or API
contract changes.
- The main behavioral risk is navigation ordering drift if
`workflowSort` expectations change later.
- The IssueDetail navigation now waits for child issue loading, which
avoids stale child fallback links but can delay footer navigation
briefly while data loads.

> 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 with repository tool use and shell
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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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>
2026-05-13 15:43:51 -05:00
Dotta 0808b388ee [codex] Add source-scoped recovery actions (#5599)
## Thinking Path

> - Paperclip is a control plane for autonomous AI companies, where work
must end with a clear disposition rather than ambiguous agent liveness.
> - Recovery currently detects stalled or missing-next-step issues, but
source issue recovery can become split across child recovery issues,
blockers, and comments.
> - That makes it harder for operators and agents to see who owns
recovery and what exact action is needed on the original issue.
> - Source-scoped recovery actions give the original issue a first-class
active recovery state with owner, evidence, wake policy, and resolution
outcome.
> - This pull request adds the recovery-action data model, backend
reconciliation and resolution APIs, and board UI indicators/actions.
> - The benefit is clearer stalled-work recovery without losing source
issue context or relying on comments as the liveness path.

## What Changed

- Added the `issue_recovery_actions` schema, shared
types/constants/validators, and an idempotent
`0084_issue_recovery_actions` migration ordered after current `master`
migrations.
- Updated stranded/missing-disposition recovery to create source-scoped
recovery actions, wake the recovery owner on the source issue, and avoid
locking the source issue for recovery-action wakes.
- Added API support for reading active recovery actions on issue
detail/list surfaces and resolving them with restored, blocked,
cancelled, or false-positive outcomes.
- Require blocked recovery resolutions to have an unresolved first-class
blocker, and removed the UI shortcut that could mark recovery blocked
without a blocker selection path.
- Surfaced recovery indicators/actions in the issue UI, blocker notices,
active run panels, issue rows, and Storybook coverage.
- Updated docs and focused tests for recovery semantics, ownership,
races, stale comments, and UI behavior.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/components/IssueBlockedNotice.test.tsx ui/src/api/issues.test.ts`
— 5 files, 72 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/db typecheck` — passed, including
migration numbering check.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- Follow-up verification after blocker-resolution guard: `pnpm exec
vitest run server/src/__tests__/issue-recovery-actions.test.ts
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/api/issues.test.ts` — 3 files, 27 tests passed.
- Follow-up `pnpm --filter @paperclipai/server typecheck` — passed.
- Follow-up `pnpm --filter @paperclipai/ui typecheck` — passed.
- UI states are available in
`ui/storybook/stories/source-issue-recovery.stories.tsx`; screenshot
capture helper is `scripts/screenshot-recovery-card.cjs`.

## Risks

- Medium: recovery behavior changes from child recovery issue ownership
toward source-scoped actions, so operators may see stalled-work state in
new places.
- Migration risk is mitigated by using the next migration slot after
`master` and making the table/constraints/index creation idempotent for
anyone who previously applied the old branch-local
`0082_dizzy_master_mold` migration.
- Existing child recovery issue paths are still guarded for
already-created recovery issues, but new source-scoped flows should be
watched in CI and Greptile review.

> 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 use enabled for shell, Git,
GitHub, and local test execution. Context window not exposed by the
runtime.

## 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>
2026-05-12 09:37:15 -05:00
Devin Foley 0e1a582831 Revert "Add experimental newest-first issue thread" (#5460)
This is actually bad. Glad it was under experiments.
2026-05-07 16:50:31 -07:00
Devin Foley a904effb96 Add experimental newest-first issue thread (#5455)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies, so issue
threads are a core operator surface for reviewing work.
> - The issue detail page is the place where humans read agent messages,
user comments, and execution context together.
> - That thread originally rendered oldest-first, which made recent
activity harder to see during active review.
> - Reversing the thread order changes navigation expectations,
timestamp placement, and the "Jump to latest" affordance, so the UI
behavior needed to move as a coherent set.
> - Because this is a visible core-product behavior shift, it also
needed a safe rollout path instead of becoming the default immediately.
> - This pull request adds the newest-first issue thread behavior behind
an Experimental setting, updates the thread UI to match that mode, and
keeps the legacy oldest-first experience unchanged by default.
> - The benefit is that reviewers can opt into a more recent-first issue
workflow without forcing a global behavior change on every Paperclip
instance.

## What Changed

- Reversed issue thread rendering so the newest comments and messages
appear first when the experiment is enabled.
- Moved the plain comment timestamp into the card header in newest-first
mode and kept the legacy timestamp placement for oldest-first mode.
- Moved the `Jump to latest` control to the bottom of the thread in
newest-first mode while leaving the existing top placement for the
legacy mode.
- Added the `Enable Newest-First Issue Thread` experimental instance
setting and wired issue detail to read that toggle.
- Added regression coverage for thread order, timestamp placement,
jump-button placement, and the issue-detail experiment toggle behavior.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`
- Focused checks that also passed during issue review:
- `pnpm vitest run src/components/IssueChatThread.test.tsx
src/pages/IssueDetail.test.tsx` in `ui/`
- `pnpm vitest run src/__tests__/instance-settings-routes.test.ts` in
`server/`
- Manual review path:
- Enable `Instance Settings > Experimental > Enable Newest-First Issue
Thread`
- Open an issue with comments/messages and confirm newest activity
renders first, timestamps move into the header, and `Jump to latest`
sits below the thread
- Disable the experiment and confirm the legacy oldest-first behavior
returns

## Risks

- Low risk: the behavioral change is gated behind an instance-level
experimental toggle and defaults off.
- The main regression risk is thread navigation drift between the two
modes, especially around anchor scrolling and the `Jump to latest`
affordance.
- There is some UI coupling between issue-detail query state and
experimental settings fetches, so future changes in that area should
keep both modes covered.
- Screenshots are not attached in this PR body; verification is
described with automated coverage and manual steps instead.

> I checked [`ROADMAP.md`](ROADMAP.md). This is a scoped issue-thread UX
improvement and rollout gate, not a duplicate of a roadmap-level planned
core feature.

## Model Used

- OpenAI Codex via the local `codex_local` Paperclip adapter,
GPT-5-based coding agent with terminal tool use and local code execution
in this repository worktree.

## 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
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] 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
2026-05-07 16:45:12 -07:00
Dotta e400315cbf Guard assigned backlog liveness (#5428)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The issue graph and liveness recovery system decide whether assigned
work is executable or parked
> - Assigned issues created without an explicit status could silently
land in backlog, making parents look blocked with no productive wake
path
> - The server, shared validators, recovery analysis, and UI all need to
agree on that execution semantic
> - This pull request makes assigned issue creation default to `todo`,
flags assigned backlog blockers, and surfaces the state in the board
> - The benefit is that parked assigned work becomes intentional and
visible instead of creating silent liveness stalls

## What Changed

- Adds contract tests for assigned issue creation defaults.
- Defaults assigned issue creation to `todo` when status is omitted
while preserving explicit `backlog` parking.
- Exposes `resolveCreateIssueStatusDefault` through shared validators.
- Teaches liveness/blocker attention paths to distinguish assigned
backlog blockers.
- Adds UI notices, row/header badges, and issue detail safeguards for
assigned backlog blockers.
- Adds Storybook fixtures and execution-semantics documentation for the
assigned-backlog behavior.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-assigned-backlog-contract-routes.test.ts
server/src/__tests__/issue-blocker-attention.test.ts
server/src/__tests__/issue-liveness.test.ts
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts
ui/src/components/IssueAssignedBacklogNotice.test.tsx
ui/src/components/IssueRow.test.tsx` — 50 passed, 23 skipped.
- Skipped tests were embedded Postgres suites on this host with the repo
skip message: `Postgres init script exited with code null. Please check
the logs for extra info. The data directory might already exist.`
- Pairwise merge check against the issue-controls PR branch completed
without conflicts via `git merge --no-commit --no-ff` in a temporary
worktree.
- Screenshots for assigned-backlog UI states:
[light](docs/pr-screenshots/pr-5428/assigned-backlog-light.png),
[dark](docs/pr-screenshots/pr-5428/assigned-backlog-dark.png).
- Follow-up checks: `pnpm --filter /ui typecheck`; `pnpm --filter
/mcp-server build`; `pnpm --filter /mcp-server test`; `pnpm exec vitest
run packages/shared/src/validators/issue.test.ts`; focused UI component
tests.
- Remote PR checks on head `6300b3c`: policy, verify, serialized server
shards 1/4-4/4, Canary Dry Run, e2e, Greptile Review, and Snyk all
passed.

## Risks

- Medium: changes status defaulting for assigned issue creation when the
caller omits status. Explicit `backlog` remains supported, and
server/shared tests cover both paths.
- Medium: liveness classification changes can affect blocker attention
labels; focused service and UI tests cover the new assigned-backlog
state.

> 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 coding agent, GPT-5 model family (`gpt-5`), tool-enabled
Paperclip heartbeat environment. Context window and internal reasoning
mode are not exposed by the runtime.

## 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>
2026-05-07 12:25:26 -05:00
Dotta 772fc92619 Add issue controls and retry-now recovery (#5426)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Issue operators need clear controls for execution settings, model
overrides, and recovery retries
> - Existing issue properties hid useful adapter override state and did
not expose a board-triggered retry for scheduled heartbeat recovery
> - Scheduled retries also need to respect the same safety gates as
normal execution instead of bypassing budget, review, pause, dependency,
or terminal-state checks
> - This pull request adds the issue property controls and retry-now
surfaces together because they share the issue details/properties UI
> - The benefit is that operators can inspect and adjust issue execution
settings and safely trigger pending scheduled recovery without hidden
control-plane behavior

## What Changed

- Adds editable issue assignee model override controls in
`IssueProperties`, with focused coverage.
- Removes the stale workspace tasks link from issue properties.
- Adds a scheduled retry `retry-now` backend path and shared response
types.
- Adds main-pane and properties-pane scheduled retry UI, backed by a
shared `useRetryNowMutation` hook.
- Adds suppression coverage for budget hard stops, review participant
changes, subtree pause holds, unresolved blockers, terminal issues, and
company scoping.
- Updates the `IssueProperties` test harness with toast actions required
by the retry-now hook.

## Verification

- `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx
ui/src/components/IssueScheduledRetryCard.test.tsx` — 31 passed.
- `pnpm exec vitest run
server/src/__tests__/issue-scheduled-retry-routes.test.ts` — exited 0,
but this host skipped the embedded Postgres route tests with: `Postgres
init script exited with code null. Please check the logs for extra info.
The data directory might already exist.`
- Pairwise merge check against the assigned-backlog PR branch completed
without conflicts via `git merge --no-commit --no-ff` in a temporary
worktree.

### Visual verification screenshots

Storybook story: `Product/Issue Scheduled retry surfaces /
ScheduledRetrySurfaces`.

![Scheduled retry card and issue properties rows -
desktop](https://raw.githubusercontent.com/paperclipai/paperclip/62fb566f357312b43b9162af02252d0175530a8f/docs/assets/pr-5426/scheduled-retry-story-desktop.png)

![Scheduled retry card and issue properties rows -
mobile](https://raw.githubusercontent.com/paperclipai/paperclip/62fb566f357312b43b9162af02252d0175530a8f/docs/assets/pr-5426/scheduled-retry-story-mobile.png)

## Risks

- Medium: this touches issue execution/retry behavior, so CI should run
the embedded Postgres route tests on a host that can initialize
Postgres.
- Low-to-medium UI risk around duplicated retry-now entry points; both
surfaces share one mutation hook to keep behavior consistent.

> 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 coding agent, GPT-5 model family (`gpt-5`), tool-enabled
Paperclip heartbeat environment. Context window and internal reasoning
mode are not exposed by the runtime.

## 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>
2026-05-07 12:23:13 -05:00
Dotta 68f69975a4 Harden control-plane safety and issue identifiers (#5292)
## Thinking Path

> - Paperclip relies on issue identifiers, execution policies, and agent
heartbeat rules to keep autonomous work auditable.
> - Safety checks need to reject ambiguous agent handoffs, and
identifier parsing needs to support Cloud tenant prefixes.
> - Agent instructions also need to make final-disposition rules
explicit so work does not stall in vague states.
> - This pull request isolates backend correctness and governance
hardening from the UI and recovery-system-notice branches.
> - The benefit is safer in-review transitions, better identifier
compatibility, and clearer agent operating contracts.

## What Changed

- Fixed run-aware confirmation ordering and interrupted-run state
cleanup.
- Added Cloud tenant identity bootstrap and alphanumeric issue
identifier support across shared parsing and server routes.
- Guarded agent-authored `in_review` updates unless a real review path
exists.
- Tightened heartbeat disposition instructions in adapter
utilities/default AGENTS/Paperclip skill.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run packages/shared/src/issue-references.test.ts
server/src/__tests__/issue-identifier-routes.test.ts
server/src/__tests__/issue-execution-policy-routes.test.ts
packages/adapter-utils/src/server-utils.test.ts` initially had the first
execution-policy test hit Vitest's 5s timeout under the parallel bundle
while the rest passed.
- `pnpm exec vitest run
server/src/__tests__/issue-execution-policy-routes.test.ts
--testTimeout=20000` passed with 10/10 tests.

- Follow-up: `pnpm run typecheck:build-gaps` passed.
- Follow-up: `pnpm --filter @paperclipai/ui typecheck` passed.
- Follow-up: `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/costs-service.test.ts` passed.
- Follow-up: `pnpm vitest run ui/src/context/LiveUpdatesProvider.test.ts
ui/src/lib/issue-chat-messages.test.ts
ui/src/lib/issue-reference.test.ts
ui/src/lib/issue-timeline-events.test.ts` passed.

## Risks

- Medium control-plane risk: in-review update validation changes agent
behavior. The error message is explicit and tests cover allowed review
paths.

## Model Used

- OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with
shell/git/GitHub CLI tool use.

## 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>
2026-05-06 07:49:47 -05:00
Dotta a1b30c9f35 Add planning mode for issue work (#5353)
## Thinking Path

> - Paperclip is a control plane for autonomous AI companies.
> - Issues are the core unit of work, and issue comments are how board
users and agents coordinate execution.
> - Some issue conversations need to produce plans and approvals instead
of immediate implementation work.
> - The existing issue contract did not distinguish standard execution
comments from planning-oriented issue work.
> - This pull request adds an issue work-mode contract and board UI
affordances for standard vs planning mode.
> - The benefit is that planning-mode issues can be created, displayed,
discussed, and carried through agent heartbeat context without losing
the normal issue workflow.

## What Changed

- Added `standard` / `planning` issue work-mode contracts across DB,
shared validators/types, server issue flows, plugin protocol, and
adapter heartbeat payloads.
- Added an idempotent `0081_optimal_dormammu` migration for
`issues.work_mode`, ordered after current `public-gh/master` migrations.
- Updated heartbeat/context summaries and issue-thread interaction
behavior so planning work mode is preserved when creating suggested
follow-up issues.
- Added UI support for planning-mode issue creation, issue rows, detail
composer styling, and composer work-mode toggles.
- Added focused server/shared/UI tests plus a Playwright visual
verification spec for planning-mode surfaces.
- Rebased the branch onto current `public-gh/master` and added durable
planning-mode screenshots under `doc/assets/pap-3368/`.

## Verification

- `pnpm --filter @paperclipai/db run check:migrations`
- `pnpm exec vitest run --project @paperclipai/shared
packages/shared/src/validators/issue.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/heartbeat-context-summary.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issues-goal-context-routes.test.ts --pool=forks
--poolOptions.forks.isolate=true`
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/IssueChatThread.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/components/IssueRow.test.tsx ui/src/pages/IssueDetail.test.tsx`
- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `PAPERCLIP_E2E_SKIP_LLM=true npx playwright test --config
tests/e2e/playwright.config.ts
tests/e2e/planning-mode-visual-verification.spec.ts`

## Screenshots

Desktop planning detail:

![Desktop planning
detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-detail.png)

Desktop planning row:

![Desktop planning
row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-row.png)

Desktop staged standard toggle:

![Desktop staged standard
toggle](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-standard-toggle.png)

Mobile planning detail:

![Mobile planning
detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-detail.png)

Mobile planning row:

![Mobile planning
row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-row.png)

## Risks

- Medium migration risk: this adds a non-null issue column. The
migration uses `ADD COLUMN IF NOT EXISTS` so installations that applied
an older branch-local migration number can still apply the final
numbered migration safely.
- Medium contract risk: issue payloads, plugin payloads, and adapter
heartbeat payloads now include work mode; compatibility is handled by
defaulting missing values to `standard`.
- UI risk is moderate because composer controls changed; focused
component tests and visual e2e coverage exercise standard vs planning
display and toggle behavior.

> 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 in a local Paperclip worktree, with
shell/tool use. Exact context-window size is not exposed in this
runtime.

## 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>
2026-05-06 07:01:28 -05:00
Dotta 424e81d087 Improve operator workflow QoL (#5291)
## Thinking Path

> - Paperclip is a control plane operators use repeatedly to supervise
agent companies.
> - Common operator workflows depend on fast scanning of inboxes, issue
sidebars, workspaces, cost totals, and runtime services.
> - Several small UI and service gaps made those workflows slower or
less clear.
> - This pull request groups the operator-facing QoL changes that can
stand alone from recovery and adapter work.
> - The benefit is a denser, clearer board experience for issue triage
and workspace operation.

## What Changed

- Added inbox assignee/project grouping and issue list token/runtime
totals.
- Improved issue properties with removable blocker chips and workspace
task links.
- Improved execution workspace layout, runtime controls, issues tab
default, and stopped-port reuse behavior.
- Added mobile markdown/routine dialog fixes, page title company names,
sidebar polish, and dashboard run task label cleanup.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run ui/src/lib/inbox.test.ts
ui/src/components/IssueProperties.test.tsx
ui/src/components/WorkspaceRuntimeControls.test.tsx
server/src/__tests__/workspace-runtime.test.ts
server/src/__tests__/costs-service.test.ts`

## Risks

- Medium UI risk because this touches several operator surfaces. The
branch is intentionally grouped around workflow/QoL files and keeps the
file count below the Greptile limit.

## Model Used

- OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with
shell/git/GitHub CLI tool use.

## 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>
2026-05-06 06:30:44 -05:00
Dotta 454edfe81e Add recovery handoff system notices (#5289)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Agent runs can end productively while the source issue still lacks a
durable final disposition.
> - That leaves the control plane unsure whether to resume, escalate, or
close the work.
> - Issue comments also need a presentation contract so system-authored
recovery notices can render as first-class thread messages without
overloading normal comments.
> - This pull request adds successful-run handoff recovery, comment
presentation metadata, and system notice rendering.
> - The benefit is stricter task liveness with clearer operator-facing
recovery state.

## What Changed

- Added successful-run handoff decisions, wake payloads, escalation
behavior, and recovery tests.
- Added issue comment presentation metadata with migration
`0078_white_darwin.sql` and shared/server/company portability support.
- Rendered recovery/system notices in issue chat with dedicated UI
components, fixtures, tests, and storybook/lab coverage.
- Included the current recovery model-profile hint patch so automatic
recovery follow-ups use the cheap profile.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run
server/src/services/recovery/successful-run-handoff.test.ts
ui/src/components/SystemNotice.test.tsx
ui/src/lib/system-notice-comment.test.ts
ui/src/components/IssueChatThreadSystemNotice.test.tsx`

## Risks

- Migration-bearing PR: merge this before any other branch that might
later add a migration.
- The branch touches both recovery services and issue-thread rendering,
so review should pay attention to recovery wake idempotency and comment
metadata compatibility.

## Model Used

- OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with
shell/git/GitHub CLI tool use.

## 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>
2026-05-06 06:05:58 -05:00
Dotta 57229d0f24 [codex] Add issue monitor liveness controls (#4988)
## Thinking Path

> - Paperclip is a control plane for autonomous AI companies where work
must stay observable, governable, and recoverable.
> - The task/heartbeat subsystem owns agent execution continuity, issue
state transitions, and visible recovery behavior.
> - Waiting on an external service is not the same as being blocked when
the assignee still owns a future check.
> - The gap was that agents had no first-class one-shot monitor state
for external-service waits, so recovery could look stalled or require ad
hoc comments.
> - This pull request adds bounded issue monitors that can wake the
owner, clear exhausted waits, and produce explicit recovery behavior.
> - It also surfaces monitor status in the board UI and documents when
to use monitors versus `blocked`.
> - The benefit is clearer liveness semantics for asynchronous waits
without weakening single-assignee task ownership.

## What Changed

- Added issue monitor fields, shared types, validators, constants, and
an idempotent `0075` migration for scheduled monitor state.
- Added server-side monitor scheduling, dispatch, recovery bounds,
activity logging, and external-ref redaction.
- Added board/agent route coverage for monitor permissions and child
monitor scheduling.
- Added issue detail/property UI for monitor state, a monitor activity
card, and Storybook stories for review surfaces.
- Documented monitor semantics and recovery policy behavior in
`doc/execution-semantics.md`.
- Addressed Greptile review feedback by preserving monitor state in
skipped-stage builders and making board monitor saves send `scheduledBy:
"board"`.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/issue-execution-policy-routes.test.ts
server/src/__tests__/issue-execution-policy.test.ts
server/src/__tests__/issue-monitor-scheduler.test.ts
server/src/__tests__/recovery-classifiers.test.ts
ui/src/components/IssueMonitorActivityCard.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/lib/activity-format.test.ts`
- First run passed 5 files and failed to collect 2 server suites because
the worktree was missing the optional `acpx/runtime` dependency.
- After `pnpm install --frozen-lockfile`, reran the 2 failed suites
successfully.
- `pnpm exec vitest run
server/src/__tests__/issue-monitor-scheduler.test.ts
server/src/__tests__/recovery-classifiers.test.ts`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck
&& pnpm --filter @paperclipai/ui typecheck`
- `pnpm exec vitest run
server/src/__tests__/issue-execution-policy.test.ts
ui/src/components/IssueProperties.test.tsx`
- `pnpm --filter @paperclipai/server typecheck && pnpm --filter
@paperclipai/ui typecheck`
- `pnpm exec vitest run
ui/src/components/IssueMonitorActivityCard.test.tsx
ui/src/components/IssueProperties.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- Storybook screenshot captured from
`http://127.0.0.1:6006/iframe.html?viewMode=story&id=product-issue-monitor-surfaces--monitor-surfaces`
with Playwright.

## Screenshots

![Issue monitor Storybook
surfaces](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2945-when-a-task-is-waiting-for-an-_external-service_-what-state-should-it-be-in-and-what-recovery-method-could-it-h/docs/pr-screenshots/pap-2945/monitor-surfaces.png)

## Risks

- Medium: this changes heartbeat recovery behavior for scheduled
external-service waits, so regressions could affect wake timing or
recovery issue creation.
- Migration risk is reduced by using `IF NOT EXISTS` for the new issue
monitor columns and index.
- External monitor references are treated as secret-adjacent and are
intentionally omitted from visible activity/wake payloads.

> 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 with repository tool use and terminal
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 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 or Storybook review surfaces
- [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>
2026-05-03 08:58:53 -05:00
Dotta 3cd26a78fc [codex] Surface live run comment context (#4957)
## Thinking Path

> - Paperclip orchestrates AI agents through issue comments and
heartbeat runs
> - The board UI needs to distinguish a comment that triggered a live
run from comments queued after that run started
> - The run payload already stores comment context, but active-run API
responses did not expose the ids the UI needs
> - Without those ids, the triggering comment can flash as queued while
the agent is already responding to it
> - This pull request exposes live-run comment context and teaches the
optimistic comment helper to ignore the trigger comment
> - The benefit is clearer issue-chat state during comment-triggered
agent interruptions

## What Changed

- Added `contextCommentId` and `contextWakeCommentId` to active/live run
payloads.
- Threaded those ids through server routes, heartbeat summaries, UI API
types, and issue detail rendering.
- Updated optimistic comment classification to avoid marking the
triggering comment as queued.
- Added server and UI regression coverage.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-live-run-routes.test.ts
ui/src/lib/optimistic-issue-comments.test.ts`

## Risks

- Low-to-medium risk: adds optional fields to existing run payloads.
Existing consumers should ignore unknown fields, and UI handling is
null-safe.

> 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 use and local command
execution. Exact context window was not exposed in the runtime.

## 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
- [ ] 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>
2026-05-01 10:44:11 -05:00
Dotta 1fe1067361 Polish board settings and skills workflow (#4863)
## Thinking Path

> - Paperclip's board UI and bundled skills are the operator layer for
configuring agents, routines, issue workflows, and local troubleshooting
loops.
> - The prior rollup mixed this operator polish with database backups,
backend reliability, thread scale, and cost/workflow primitives.
> - This pull request isolates the remaining board QoL, settings,
issue-detail integration, adapter config cleanup, and skills smoke
tooling.
> - It includes some integration-level overlap with the thread and
workflow slices so this branch can run from `origin/master` while still
preserving the full original work.
> - Preferred merge order is the narrower primitives first, then this
integration PR last.
> - The benefit is that reviewers can inspect the user-facing
board/settings/skills layer separately from backend infrastructure
changes.

## What Changed

- Added board/settings polish for agents, routines, company settings,
project workspace detail, and issue detail controls.
- Added agent/routine UI regression tests and New Issue dialog coverage.
- Integrated issue-detail activity/cost/interaction surfaces and leaf
work pause/resume controls.
- Cleaned bundled adapter UI config defaults and onboarding copy.
- Added terminal-bench loop and work-stoppage diagnosis skills plus a
smoke test script.
- Updated attachment type handling and Paperclip skill/API guidance.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run ui/src/pages/Agents.test.tsx
ui/src/pages/Routines.test.tsx ui/src/components/NewIssueDialog.test.tsx
ui/src/pages/IssueDetail.test.tsx
server/src/__tests__/costs-service.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts`
- Result: 7 test files passed, 54 tests passed.
- `pnpm run smoke:terminal-bench-loop-skill`
- Result: JSON output included `"ok": true` and `"cleanup": true`.
- UI screenshots not included because verification is focused
component/page coverage for the changed board surfaces.

## Risks

- This is the integration-heavy PR in the split and intentionally
overlaps some component/API primitives with the issue-thread and
workflow PRs so it can run from `origin/master`.
- Preferred merge order: #4859, #4860, #4861, #4862, then this PR last.
If earlier branches merge first, this PR may need a straightforward
conflict refresh in shared UI files.
- The terminal-bench smoke script creates temporary mock issues and
relies on cleanup; the verified run returned `cleanup: true`.

> 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-5.5, code execution and GitHub CLI tool use, medium
reasoning effort.

## 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>
2026-04-30 15:28:11 -05:00
Dotta 6b7f6ce4b8 [codex] Split PR #4692 UI/QoL updates (#4701)
## Thinking Path

> - Paperclip orchestrates AI agents through a company-scoped control
plane.
> - The affected surface is the board UI for issue threads, issue lists,
routines, dialogs, navigation, and issue review indicators.
> - Closed PR #4692 bundled backend, schema, docs, workflow, and UI/QoL
work into one oversized change set.
> - Greptile could not keep reviewing that broad PR because it exceeded
the 100-file review limit and mixed unrelated concerns.
> - This pull request extracts the UI/QoL slice into a fresh branch
under the review limit while leaving workflow and lockfile churn out.
> - The benefit is a focused review path for the board UI performance
and workflow improvements without reopening the oversized PR.

## What Changed

- Added long issue-thread virtualization, scroll-container binding,
anchor preservation, latest-comment jump targeting, and related
regression/perf fixtures.
- Improved issue list scalability with scroll-based loading, server
offset parameters, and pagination-focused UI tests.
- Reduced new issue dialog typing churn and split dialog action
subscriptions so broad layout/nav surfaces avoid unnecessary renders.
- Added routine variables help and routine description mention options
for users, agents, and projects.
- Added productivity review badge/link UI and fixed the badge to use
Paperclip's company-prefixed router link.
- Kept the split PR below Greptile's review limit and excluded
`.github/workflows/pr.yml` and `pnpm-lock.yaml`.

## Verification

- `pnpm install --no-frozen-lockfile` in the clean worktree to install
`@tanstack/react-virtual` locally without committing lockfile churn.
- `pnpm --filter @paperclipai/ui exec vitest run --config
vitest.config.ts src/components/IssueChatThread.test.tsx
src/components/IssuesList.test.tsx
src/components/NewIssueDialog.test.tsx src/pages/Routines.test.tsx
src/pages/Issues.test.tsx` passed: 5 files, 83 tests.
- `pnpm --filter @paperclipai/ui typecheck` passed.
- `git diff --check origin/master..HEAD` passed.
- Split-scope checks: 53 changed files; no `.github/workflows/pr.yml`;
no `pnpm-lock.yaml`.
- Screenshots were not captured in this heartbeat; the changes are
primarily virtualization, routing, pagination, and editor behavior
covered by focused regression tests.

## Risks

- Moderate UI risk because issue-thread virtualization changes scroll
behavior on long conversations; regression tests cover anchor jumps,
latest-comment targeting, row metadata, and short-thread fallback.
- Moderate integration risk because the issue-list offset parameter and
productivity review field depend on matching API behavior.
- Dependency risk: the UI package adds `@tanstack/react-virtual` while
repository policy keeps `pnpm-lock.yaml` out of PRs, so CI must resolve
dependency changes through the repo's normal lockfile policy.

> 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 local repository and
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
- [ ] 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 17:18:58 -05:00
Dotta 82e257c7ba Cancel stale queued heartbeats when issue graph changes (PAP-2314) (#4534)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-26 21:17:38 -05:00
Devin Foley 54ab0d24cd Fix disappearing issue comments (#4557)
## Thinking Path

> - Paperclip is a control plane for AI-agent companies, so issue detail
pages are a primary surface for understanding agent work and human
feedback.
> - The relevant subsystem here is the issue comments/chat experience
across the React issue detail page and the server comment pagination
API.
> - Long issue threads were only surfacing the newest page of comments
at first render, which hid earlier human and agent messages behind extra
pagination.
> - The first UI fix exposed that the descending cursor path on the
server could also fail for older-page fetches, leaving the chat tab
stuck on an infinite "Loading earlier comments..." state.
> - This needed to be addressed in both layers so the chat tab can
surface earlier conversation history without manual recovery and without
server errors.
> - This pull request auto-loads earlier comment pages in the issue
detail chat view and fixes the descending cursor predicate used by issue
comment pagination.
> - The benefit is that long-running issues like `PAPA-103` now show the
missing conversation history near the top of the chat surface instead of
hiding it or failing to load it.

## What Changed

- Auto-load earlier issue comment pages in the issue detail chat tab
until the thread reaches a 150-comment cap or there are no older
comments left.
- Add UI-side guard logic and regression coverage for optimistic issue
comment pagination so the autoload behavior stops cleanly.
- Replace the raw SQL descending cursor predicate in
`issueService.listComments` with typed Drizzle comparisons for the
`(createdAt, id)` anchor tuple.
- Add a server regression test that paginates earlier comments in
descending order from an anchor comment.
- Smoke-test the exact previously failing seeded `PAPA-103` cursor path
on the isolated dev instance used for review.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issues-service.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Manual smoke against seeded `PAPA-103` data on the isolated dev
server:
- `GET /api/issues/PAPA-103/comments?order=desc&limit=50` returns `200`
- `GET
/api/issues/PAPA-103/comments?after=765d3609-edc6-4d11-a8fe-d466affbe85d&order=desc&limit=50`
now returns `200` with 50 comments instead of `500`

## Risks

- Moderate UI/perf risk on very large threads because the chat tab now
prefetches multiple earlier pages on mount; the cap is intentionally
limited to 150 comments to bound that work.
- Low API risk because the server fix only changes the cursor predicate
construction for anchor-based comment pagination, but any mistake there
would affect older-comment paging order.

> I checked `ROADMAP.md` before opening this PR and this bug fix does
not duplicate planned core work.

## Model Used

- OpenAI Codex coding agent in the Paperclip local adapter environment.
The exact backend model ID and context window were not exposed
in-session. Tool-assisted workflow included shell execution, git/GitHub
CLI, local test execution, and targeted code edits.

## 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
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] 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
2026-04-26 16:23:53 -07:00
Dotta df425fde96 Present ordered sub-issues as a workflow checklist (#4523)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators use issue detail pages and child issue lists to understand
multi-step execution plans.
> - Ordered sub-issues currently read like a flat table, so dependency
chains and current next steps are harder to scan.
> - The branch work adds a workflow-oriented presentation for child
issues without changing the single-assignee task model.
> - This pull request makes ordered sub-issues read more like a progress
checklist while preserving normal issue list controls.
> - The benefit is that operators can see completed steps, active work,
blocked follow-ups, and dependency order at a glance.

## What Changed

- Added workflow sorting utilities and tests for dependency-aware child
issue ordering.
- Added sub-issue progress summary, checklist numbering, current-step
affordances, blocker context, and done-state de-emphasis in the issue
list UI.
- Wired issue detail sub-issue panels to use the workflow sort/progress
checklist presentation.
- Updated issue service behavior/tests for child issue ordering inputs
used by the UI.
- Added a Storybook visual review fixture and screenshot helper for the
sub-issue workflow checklist surface.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/issues-service.test.ts
ui/src/components/IssueRow.test.tsx
ui/src/components/IssuesList.test.tsx ui/src/pages/IssueDetail.test.tsx
ui/src/lib/issue-detail-subissues.test.ts
ui/src/lib/workflow-sort.test.ts`
- Result: 6 test files passed, 55 tests passed, 34 embedded Postgres
issue-service tests skipped because `@embedded-postgres/darwin-x64` is
unavailable on this host.
- Visual review: generated Storybook screenshots from the existing local
Storybook server on port 6006 with `node
scripts/screenshot-subissues.mjs /tmp/pap-2189-subissues-screens
http://localhost:6006`.
- Screenshot artifacts:
- Desktop dark: ![Desktop
dark](doc/assets/pap-2189/desktop-1440x900-dark.png)
- Desktop light: ![Desktop
light](doc/assets/pap-2189/desktop-1440x900-light.png)
- Mobile dark: ![Mobile
dark](doc/assets/pap-2189/mobile-390x844-dark.png)
- Mobile light: ![Mobile
light](doc/assets/pap-2189/mobile-390x844-light.png)
- Local Storybook note: starting a second Storybook process selected
port 6008 because 6006 was occupied, then Vite failed with an esbuild
host/binary version mismatch (`0.25.12` host vs `0.27.3` binary). The
already-running Storybook server on 6006 served the fixture successfully
for screenshots.

## Risks

- Medium UI risk: the issue list now has additional sub-issue-specific
visual states, so dense lists should be checked for spacing and
scanability.
- Low ordering risk: workflow sorting is covered by focused unit tests,
but unusual dependency topologies may still need reviewer attention.
- No migration risk: this PR does not add database migrations or touch
`pnpm-lock.yaml`.

> 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 shell/git/GitHub
workflow. Context window is runtime-provided and not exposed in this
environment.

## 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>
2026-04-26 07:36:49 -05:00
Dotta 73fbdf36db Gate stale-run watchdog decisions by board access (#4446)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The run ledger surfaces stale-run watchdog evaluation issues and
recovery actions
> - Viewer-level board users should be able to inspect status without
getting controls that the server will reject
> - The UI also needs enough board-access context to know when to hide
those decision actions
> - This pull request exposes board memberships in the current board
access snapshot and gates watchdog action controls for known viewer
contexts
> - The benefit is clearer least-privilege UI behavior around recovery
controls

## What Changed

- Included memberships in `/api/cli-auth/me` so the board UI can
distinguish active viewer memberships from operator/admin access.
- Added the stale-run evaluation issue assignee to output silence
summaries.
- Hid stale-run watchdog decision buttons for known non-owner viewer
contexts.
- Surfaced watchdog decision failures through toast and inline error
text.
- Threaded `companyId` through the issue activity run ledger so access
checks are company-scoped.
- Added IssueRunLedger coverage for non-owner viewers.

## Verification

- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`

## Risks

- Medium-low risk. This is a UI gating change backed by existing server
authorization.
- Local implicit and instance-admin board contexts continue to show
watchdog decision controls.
- No migrations.

> 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 with
shell/GitHub/Paperclip API access. Context window was not reported by
the runtime.

## 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>
2026-04-24 19:25:23 -05:00
Dotta 5a0c1979cf [codex] Add runtime lifecycle recovery and live issue visibility (#4419) 2026-04-24 15:50:32 -05:00
Dotta 77a72e28c2 [codex] Polish issue composer and long document display (#4420)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Issue comments and documents are the main working surface where
operators and agents collaborate
> - File drops, markdown editing, and long issue descriptions need to
feel predictable because they sit directly in the task execution loop
> - The composer had edge cases around drag targets, attachment
feedback, image drops, and long markdown content crowding the page
> - This pull request polishes the issue composer, hardens markdown
editor regressions, and adds a fold curtain for long issue
descriptions/documents
> - The benefit is a calmer issue detail surface that handles uploads
and long work products without hiding state or breaking layout

## What Changed

- Scoped issue-composer drag/drop behavior so the composer owns file
drops without turning the whole thread into a competing drop target.
- Added clearer attachment upload feedback for non-image files and
image-drop stability coverage.
- Hardened markdown editor and markdown body handling around HTML-like
tag regressions.
- Added `FoldCurtain` and wired it into issue descriptions and issue
documents so long markdown previews can expand/collapse.
- Added Storybook coverage for the fold curtain state.

## Verification

- `pnpm exec vitest run ui/src/components/IssueChatThread.test.tsx
ui/src/components/MarkdownEditor.test.tsx
ui/src/components/MarkdownBody.test.tsx --config ui/vitest.config.ts`
passed: 3 files, 75 tests.
- `git diff --check public-gh/master..pap-2228-editor-composer-polish --
. ':(exclude)ui/storybook-static'` passed.
- Confirmed this PR does not include `pnpm-lock.yaml`.

## Risks

- Low-to-medium risk: this changes user-facing composer/drop behavior
and long markdown display.
- The fold curtain uses DOM measurement and `ResizeObserver`; reviewers
should check browser behavior for very long descriptions and documents.
- No database migrations.

> 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 coding agent based on GPT-5, with shell, git, Paperclip
API, and GitHub CLI tool use in the local Paperclip workspace.

## 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

Note: screenshots were not newly captured during branch splitting; the
UI states are covered by component tests and a Storybook story.

---------

Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 14:12:41 -05:00
Dotta 7ad225a198 [codex] Improve issue thread review flow (#4381)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Issue detail is where operators coordinate review, approvals, and
follow-up work with active runs
> - That thread UI needs to surface blockers, descendants, review
handoffs, and reply ergonomics clearly enough for humans to guide agent
work
> - Several small gaps in the issue-thread flow were making review and
navigation clunkier than necessary
> - This pull request improves the reply composer, descendant/blocker
presentation, interaction folding, and review-request handoff plumbing
together as one cohesive issue-thread workflow slice
> - The benefit is a cleaner operator review loop without changing the
broader task model

## What Changed

- restored and refined the floating reply composer behavior in the issue
thread
- folded expired confirmation interactions and improved post-submit
thread scrolling behavior
- surfaced descendant issue context and inline blocker/paused-assignee
notices on the issue detail view
- tightened large-board first paint behavior in `IssuesList`
- added loose review-request handoffs through the issue
execution-policy/update path and covered them with tests

## Verification

- `pnpm vitest run ui/src/pages/IssueDetail.test.tsx`
- `pnpm vitest run server/src/__tests__/issues-service.test.ts
server/src/__tests__/issue-execution-policy.test.ts`
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/IssueChatThread.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/IssuesList.test.tsx ui/src/lib/issue-tree.test.ts
ui/src/api/issues.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/issue-comment-reopen-routes.test.ts -t "coerces
executor handoff patches into workflow-controlled review wakes|wakes the
return assignee with execution_changes_requested"`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/issue-execution-policy.test.ts
server/src/__tests__/issues-service.test.ts`

## Visual Evidence

- UI layout changes are covered by the focused issue-thread component
and issue-detail tests listed above. Browser screenshots were not
attachable from this automated greploop environment, so reviewers should
use the running preview for final visual confirmation.

## Risks

- Moderate UI-flow risk: these changes touch the issue detail experience
in multiple spots, so regressions would most likely show up as
thread-layout quirks or incorrect review-handoff behavior

> 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-based coding agent with tool use and code execution
in the Codex CLI environment

## 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 or documented the visual verification path
- [ ] 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>
2026-04-24 08:02:45 -05:00
Dotta f98c348e2b [codex] Add issue subtree pause, cancel, and restore controls (#4332)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - This branch extends the issue control-plane so board operators can
pause, cancel, and later restore whole issue subtrees while keeping
descendant execution and wake behavior coherent.
> - That required new hold state in the database, shared contracts,
server routes/services, and issue detail UI controls so subtree actions
are durable and auditable instead of ad hoc.
> - While this branch was in flight, `master` advanced with new
environment lifecycle work, including a new `0065_environments`
migration.
> - Before opening the PR, this branch had to be rebased onto
`paperclipai/paperclip:master` without losing the existing
subtree-control work or leaving conflicting migration numbering behind.
> - This pull request rebases the subtree pause/cancel/restore feature
cleanly onto current `master`, renumbers the hold migration to
`0066_issue_tree_holds`, and preserves the full branch diff in a single
PR.
> - The benefit is that reviewers get one clean, mergeable PR for the
subtree-control feature instead of stale branch history with migration
conflicts.

## What Changed

- Added durable issue subtree hold data structures, shared
API/types/validators, server routes/services, and UI flows for subtree
pause, cancel, and restore operations.
- Added server and UI coverage for subtree previewing, hold
creation/release, dependency-aware scheduling under holds, and issue
detail subtree controls.
- Rebased the branch onto current `paperclipai/paperclip:master` and
renumbered the branch migration from `0065_issue_tree_holds` to
`0066_issue_tree_holds` so it no longer conflicts with upstream
`0065_environments`.
- Added a small follow-up commit that makes restore requests return `200
OK` explicitly while keeping pause/cancel hold creation at `201
Created`, and updated the route test to match that contract.

## Verification

- `pnpm --filter @paperclipai/db typecheck`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `cd server && pnpm exec vitest run
src/__tests__/issue-tree-control-routes.test.ts
src/__tests__/issue-tree-control-service.test.ts
src/__tests__/issue-tree-control-service-unit.test.ts
src/__tests__/heartbeat-dependency-scheduling.test.ts`
- `cd ui && pnpm exec vitest run src/components/IssueChatThread.test.tsx
src/pages/IssueDetail.test.tsx`

## Risks

- This is a broad cross-layer change touching DB/schema, shared
contracts, server orchestration, and UI; regressions are most likely
around subtree status restoration or wake suppression/resume edge cases.
- The migration was renumbered during PR prep to avoid the new upstream
`0065_environments` conflict. Reviewers should confirm the final
`0066_issue_tree_holds` ordering is the only hold-related migration that
lands.
- The issue-tree restore endpoint now responds with `200` instead of
relying on implicit behavior, which is semantically better for a restore
operation but still changes an API detail that clients or tests could
have assumed.

> 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 coding agent in the Paperclip Codex runtime (GPT-5-class
tool-using coding model; exact deployment ID/context window is not
exposed inside 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] 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>
2026-04-23 14:51:46 -05:00
Dotta a957394420 [codex] Add structured issue-thread interactions (#4244)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators supervise that work through issues, comments, approvals,
and the board UI.
> - Some agent proposals need structured board/user decisions, not
hidden markdown conventions or heavyweight governed approvals.
> - Issue-thread interactions already provide a natural thread-native
surface for proposed tasks and questions.
> - This pull request extends that surface with request confirmations,
richer interaction cards, and agent/plugin/MCP helpers.
> - The benefit is that plan approvals and yes/no decisions become
explicit, auditable, and resumable without losing the single-issue
workflow.

## What Changed

- Added persisted issue-thread interactions for suggested tasks,
structured questions, and request confirmations.
- Added board UI cards for interaction review, selection, question
answers, and accept/reject confirmation flows.
- Added MCP and plugin SDK helpers for creating interaction cards from
agents/plugins.
- Updated agent wake instructions, onboarding assets, Paperclip skill
docs, and public docs to prefer structured confirmations for
issue-scoped decisions.
- Rebased the branch onto `public-gh/master` and renumbered branch
migrations to `0063` and `0064`; the idempotency migration uses `ADD
COLUMN IF NOT EXISTS` for old branch users.

## Verification

- `git diff --check public-gh/master..HEAD`
- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
packages/mcp-server/src/tools.test.ts
packages/shared/src/issue-thread-interactions.test.ts
ui/src/lib/issue-thread-interactions.test.ts
ui/src/lib/issue-chat-messages.test.ts
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/components/IssueChatThread.test.tsx
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/services/issue-thread-interactions.test.ts` -> 9 files / 79
tests passed
- `pnpm -r typecheck` -> passed, including `packages/db` migration
numbering check

## Risks

- Medium: this adds a new issue-thread interaction model across
db/shared/server/ui/plugin surfaces.
- Migration risk is reduced by placing this branch after current master
migrations (`0063`, `0064`) and making the idempotency column add
idempotent for users who applied the old branch numbering.
- UI interaction behavior is covered by component tests, but this PR
does not include browser screenshots.

> 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-class coding agent runtime. Exact model ID and
context window are not exposed in this Paperclip run; tool use and local
shell/code execution were enabled.

## 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
- [ ] 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>
2026-04-21 20:15:11 -05:00
Dotta 014aa0eb2d [codex] Clear stale queued comment targets (#4234)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators interact with agent work through issue threads and queued
comments.
> - When the selected comment target becomes stale, the composer can
keep pointing at an invalid target after thread state changes.
> - That makes follow-up comments easier to misroute and harder to
reason about.
> - This pull request clears stale queued comment targets and covers the
behavior with tests.
> - The benefit is more predictable issue-thread commenting during live
agent work.

## What Changed

- Clears queued comment targets when they no longer match the current
issue thread state.
- Adjusts issue detail comment-target handling to avoid stale target
reuse.
- Adds regression tests for optimistic issue comment target behavior.

## Verification

- `pnpm exec vitest run ui/src/lib/optimistic-issue-comments.test.ts`

## Risks

- Low risk; scoped to comment-target state handling in the issue UI.
- No migrations.

> Checked `ROADMAP.md`; this is a focused UI reliability fix, not a new
roadmap-level feature.

## Model Used

- OpenAI Codex, GPT-5-based coding agent, tool-enabled repository
editing and local test 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 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
2026-04-21 16:50:26 -05:00
Dotta a26e1288b6 [codex] Polish issue board workflows (#4224)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Human operators supervise that work through issue lists, issue
detail, comments, inbox groups, markdown references, and
profile/activity surfaces
> - The branch had many small UI fixes that improve the operator loop
but do not need to ship with backend runtime migrations
> - These changes belong together as board workflow polish because they
affect scanning, navigation, issue context, comment state, and markdown
clarity
> - This pull request groups the UI-only slice so it can merge
independently from runtime/backend changes
> - The benefit is a clearer board experience with better issue context,
steadier optimistic updates, and more predictable keyboard navigation

## What Changed

- Improves issue properties, sub-issue actions, blocker chips, and issue
list/detail refresh behavior.
- Adds blocker context above the issue composer and stabilizes
queued/interrupted comment UI state.
- Improves markdown issue/GitHub link rendering and opens external
markdown links in a new tab.
- Adds inbox group keyboard navigation and fold/unfold support.
- Polishes activity/avatar/profile/settings/workspace presentation
details.

## Verification

- `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx
ui/src/components/IssueChatThread.test.tsx
ui/src/components/MarkdownBody.test.tsx ui/src/lib/inbox.test.ts
ui/src/lib/optimistic-issue-comments.test.ts`

## Risks

- Low to medium risk: changes are UI-focused but cover high-traffic
issue and inbox surfaces.
- This branch intentionally does not include the backend runtime changes
from the companion PR; where UI calls newer API filters, unsupported
servers should continue to fail visibly through existing API error
handling.
- Visual screenshots were not captured in this heartbeat; targeted
component/helper tests cover the changed behavior.

> 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-based coding agent runtime, shell/git tool use
enabled. Exact hosted model build and context window are not exposed in
this Paperclip heartbeat environment.

## 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
- [ ] 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
2026-04-21 12:25:34 -05:00
Dotta ab9051b595 Add first-class issue references (#4214)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators and agents coordinate through company-scoped issues,
comments, documents, and task relationships.
> - Issue text can mention other tickets, but those references were
previously plain markdown/text without durable relationship data.
> - That made it harder to understand related work, surface backlinks,
and keep cross-ticket context visible in the board.
> - This pull request adds first-class issue reference extraction,
storage, API responses, and UI surfaces.
> - The benefit is that issue references become queryable, navigable,
and visible without relying on ad hoc text scanning.

## What Changed

- Added shared issue-reference parsing utilities and exported
reference-related types/constants.
- Added an `issue_reference_mentions` table, idempotent migration DDL,
schema exports, and database documentation.
- Added server-side issue reference services, route integration,
activity summaries, and a backfill command for existing issue content.
- Added UI reference pills, related-work panels, markdown/editor mention
handling, and issue detail/property rendering updates.
- Added focused shared, server, and UI tests for parsing, persistence,
display, and related-work behavior.
- Rebased `PAP-735-first-class-task-references` cleanly onto
`public-gh/master`; no `pnpm-lock.yaml` changes are included.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run packages/shared/src/issue-references.test.ts
server/src/__tests__/issue-references-service.test.ts
ui/src/components/IssueRelatedWorkPanel.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/MarkdownBody.test.tsx`

## Risks

- Medium risk because this adds a new issue-reference persistence path
that touches shared parsing, database schema, server routes, and UI
rendering.
- Migration risk is mitigated by `CREATE TABLE IF NOT EXISTS`, guarded
foreign-key creation, and `CREATE INDEX IF NOT EXISTS` statements so
users who have applied an older local version of the numbered migration
can re-run safely.
- UI risk is limited by focused component coverage, but reviewers should
still manually inspect issue detail pages containing ticket references
before merge.

> 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-based coding agent, tool-using shell workflow with
repository inspection, git rebase/push, typecheck, and focused Vitest
verification.

## 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: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-21 10:02:52 -05:00
Dotta 057fee4836 [codex] Polish issue and operator workflow UI (#4090)
## Thinking Path

> - Paperclip operators spend much of their time in issues, inboxes,
selectors, and rich comment threads.
> - Small interaction problems in those surfaces slow down supervision
of AI-agent work.
> - The branch included related operator quality-of-life fixes for issue
layout, inbox actions, recent selectors, mobile inputs, and chat
rendering stability.
> - These changes are UI-focused and can land independently from
workspace navigation and access-profile work.
> - This pull request groups the operator QoL fixes into one standalone
branch.
> - The benefit is a more stable and efficient board workflow for issue
triage and task editing.

## What Changed

- Widened issue detail content and added a desktop inbox archive action.
- Fixed mobile text-field zoom by keeping touch input font sizes at
16px.
- Prioritized recent picker selections for assignees/projects in issue
and routine flows.
- Showed actionable approvals in the Mine inbox model.
- Fixed issue chat renderer state crashes and hardened tests.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run ui/src/components/IssueChatThread.test.tsx
ui/src/lib/inbox.test.ts ui/src/lib/recent-selections.test.ts`
- Split integration check: merged last after the other
[PAP-1614](/PAP/issues/PAP-1614) branches with no merge conflicts.
- Confirmed this branch does not include `pnpm-lock.yaml`.

## Risks

- Low to medium risk: mostly UI state, layout, and selection-priority
behavior.
- Visual layout and mobile zoom behavior may need browser/device QA
beyond component tests.
- No database migrations are included.

> 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-5.4 tool-enabled coding model, agentic
code-editing/runtime with local shell and GitHub CLI access; exact
context window and reasoning mode are not exposed by the Paperclip
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: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:16:41 -05:00
Dotta 236d11d36f [codex] Add run liveness continuations (#4083)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Heartbeat runs are the control-plane record of each agent execution
window.
> - Long-running local agents can exhaust context or stop while still
holding useful next-step state.
> - Operators need that stop reason, next action, and continuation path
to be durable and visible.
> - This pull request adds run liveness metadata, continuation
summaries, and UI surfaces for issue run ledgers.
> - The benefit is that interrupted or long-running work can resume with
clearer context instead of losing the agent's last useful handoff.

## What Changed

- Added heartbeat-run liveness fields, continuation attempt tracking,
and an idempotent `0058` migration.
- Added server services and tests for run liveness, continuation
summaries, stop metadata, and activity backfill.
- Wired local and HTTP adapters to surface continuation/liveness context
through shared adapter utilities.
- Added shared constants, validators, and heartbeat types for liveness
continuation state.
- Added issue-detail UI surfaces for continuation handoffs and the run
ledger, with component tests.
- Updated agent runtime docs, heartbeat protocol docs, prompt guidance,
onboarding assets, and skills instructions to explain continuation
behavior.
- Addressed Greptile feedback by scoping document evidence by run,
excluding system continuation-summary documents from liveness evidence,
importing shared liveness types, surfacing hidden ledger run counts,
documenting bounded retry behavior, and moving run-ledger liveness
backfill off the request path.

## Verification

- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/run-continuations.test.ts
server/src/__tests__/run-liveness.test.ts
server/src/__tests__/activity-service.test.ts
server/src/__tests__/documents-service.test.ts
server/src/__tests__/issue-continuation-summary.test.ts
server/src/services/heartbeat-stop-metadata.test.ts
ui/src/components/IssueRunLedger.test.tsx
ui/src/components/IssueContinuationHandoff.test.tsx
ui/src/components/IssueDocumentsSection.test.tsx`
- `pnpm --filter @paperclipai/db build`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/run-continuations.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "treats a
plan document update"`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts -t "activity
service|treats a plan document update"`
- Remote PR checks on head `e53b1a1d`: `verify`, `e2e`, `policy`, and
Snyk all passed.
- Confirmed `public-gh/master` is an ancestor of this branch after
fetching `public-gh master`.
- Confirmed `pnpm-lock.yaml` is not included in the branch diff.
- Confirmed migration `0058_wealthy_starbolt.sql` is ordered after
`0057` and uses `IF NOT EXISTS` guards for repeat application.
- Greptile inline review threads are resolved.

## Risks

- Medium risk: this touches heartbeat execution, liveness recovery,
activity rendering, issue routes, shared contracts, docs, and UI.
- Migration risk is mitigated by additive columns/indexes and idempotent
guards.
- Run-ledger liveness backfill is now asynchronous, so the first ledger
response can briefly show historical missing liveness until the
background backfill completes.
- UI screenshot coverage is not included in this packaging pass;
validation is currently through focused component tests.

> 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-5.4, local tool-use coding agent with terminal, git,
GitHub connector, GitHub CLI, and Paperclip API access.

## 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

Screenshot note: no before/after screenshots were captured in this PR
packaging pass; the UI changes are covered by focused component tests
listed above.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:01:49 -05:00
Dotta b9a80dcf22 feat: implement multi-user access and invite flows (#3784)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.

## What Changed

- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.

## Risks

- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.

## Model Used

- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were not
exposed by the runtime.

## 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 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

Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.

---------

Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
Dotta 5f45712846 Sync/master post pap1497 followups 2026 04 15 (#3779)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The board depends on issue, inbox, cost, and company-skill surfaces
to stay accurate and fast while agents are actively working
> - The PAP-1497 follow-up branch exposed a few rough edges in those
surfaces: stale active-run state on completed issues, missing creator
filters, oversized issue payload scans, and placeholder issue-route
parsing
> - Those gaps make the control plane harder to trust because operators
can see misleading run state, miss the right subset of work, or pay
extra query/render cost on large issue records
> - This pull request tightens those follow-ups across server and UI
code, and adds regression coverage for the affected paths
> - The benefit is a more reliable issue workflow, safer high-volume
cost aggregation, and clearer board/operator navigation

## What Changed

- Added the `v2026.415.0` release changelog entry.
- Fixed stale issue-run presentation after completion and reused the
shared issue-path parser so literal route placeholders no longer become
issue links.
- Added creator filters to the Issues page and Inbox, including
persisted filter-state normalization and regression coverage.
- Bounded issue detail/list project-mention scans and trimmed large
issue-list payload fields to keep issue reads lighter.
- Hardened company-skill list projection and cost/finance aggregation so
large markdown blobs and large summed values do not leak into list
responses or overflow 32-bit casts.
- Added targeted server/UI regression tests for company skills,
costs/finance, issue mention scanning, creator filters, inbox
normalization, and issue reference parsing.

## Verification

- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/costs-service.test.ts
server/src/__tests__/issues-goal-context-routes.test.ts
server/src/__tests__/issues-service.test.ts ui/src/lib/inbox.test.ts
ui/src/lib/issue-filters.test.ts ui/src/lib/issue-reference.test.ts`
- `gh pr checks 3779`
Current pass set on the PR head: `policy`, `verify`, `e2e`,
`security/snyk (cryppadotta)`, `Greptile Review`

## Risks

- Creator filter options are derived from the currently loaded
issue/agent data, so very sparse result sets may not surface every
historical creator until they appear in the active dataset.
- Cost/finance aggregate casts now use `double precision`; that removes
the current overflow risk, but future schema changes should keep
large-value aggregation behavior under review.
- Issue detail mention scanning now skips comment-body scans on the
detail route, so any consumer that relied on comment-only project
mentions there would need to fetch them separately.

## Model Used

- OpenAI Codex, GPT-5-based coding agent with terminal tool use and
local code execution in the Paperclip workspace. Exact internal model
ID/context-window exposure is not surfaced 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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>
2026-04-15 21:13:56 -05:00
Dotta d4c3899ca4 [codex] improve issue and routine UI responsiveness (#3744)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Operators rely on issue, inbox, and routine views to understand what
the company is doing in real time
> - Those views need to stay fast and readable even when issue lists,
markdown comments, and run metadata get large
> - The current branch had a coherent set of UI and live-update
improvements spread across issue search, issue detail rendering, routine
affordances, and workspace lookups
> - This pull request groups those board-facing changes into one
standalone branch that can merge independently of the heartbeat/runtime
work
> - The benefit is a faster, clearer issue and routine workflow without
changing the underlying task model

## What Changed

- Show routine execution issues by default and rename the filter to
`Hide routine runs` so the default state no longer looks like an active
filter.
- Show the routine name in the run dialog and tighten the issue
properties pane with a workspace link, copy-on-click behavior, and an
inline parent arrow.
- Reduce issue detail rerenders, keep queued issue chat mounted, improve
issues page search responsiveness, and speed up issues first paint.
- Add inbox "other search results", refresh visible issue runs after
status updates, and optimize workspace lookups through summary-mode
execution workspace queries.
- Improve markdown wrapping and scrolling behavior for long strings and
self-comment code blocks.
- Relax the markdown sanitizer assertion so the test still validates
safety after the new wrap-friendly inline styles.

## Verification

- `pnpm vitest run ui/src/components/IssuesList.test.tsx
ui/src/lib/inbox.test.ts ui/src/pages/Issues.test.tsx
ui/src/context/BreadcrumbContext.test.tsx
ui/src/context/LiveUpdatesProvider.test.ts
ui/src/components/MarkdownBody.test.tsx
ui/src/api/execution-workspaces.test.ts
server/src/__tests__/execution-workspaces-routes.test.ts`

## Risks

- This touches several issue-facing UI surfaces at once, so regressions
would most likely show up as stale rendering, search result mismatches,
or small markdown presentation differences.
- The workspace lookup optimization depends on the summary-mode route
shape staying aligned between server and UI.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in the Codex CLI environment.
Exact backend model deployment ID was not exposed in-session.
Tool-assisted editing and shell execution were used.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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>
2026-04-15 15:54:05 -05:00