314 Commits

Author	SHA1	Message	Date
Jannes Stubbemann	4ad94d0bde	feat(server): kubernetes execution integration for sandbox-provider plugins (stage 2/3) (#7938) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The execution subsystem runs those agents in environments (local, ssh, sandbox), and sandbox-provider plugins let an environment materialize per-run sandboxes > - Stage 1 (#5790) contributed a first-party Kubernetes sandbox-provider plugin, but the server core has no way to adopt it operationally: no per-run adapter selection, no way to force an instance onto sandboxed execution, no declarative adapter/model configuration, and the plugin must be installed by hand > - Without this, a multi-tenant or security-conscious deployment cannot guarantee that agent runs never execute on the host, and a single environment cannot serve agents with different harnesses > - This pull request adds the server + SDK integration: per-run adapterType on the lease protocol, an env-gated forced-Kubernetes execution policy with provisioning and a per-run allowlist guard, a declarative adapter registry and model list, in-cluster env passthrough for sandbox plugin workers, fail-safe auto-install of the bundled plugin, and the matching UI affordance > - The benefit is that sandbox-provider plugins become fully usable for Kubernetes execution: operators configure everything via environment variables and GitOps, while self-hosters who set none of the variables see exactly the behavior they have today ## Linked Issues or Issue Description Refs #5790 (stage 1 of 3: the Kubernetes sandbox-provider plugin package). No existing issue. Feature description: the server core lacks the integration seams to operate a sandbox-provider plugin as the mandatory execution path of an instance. This PR is stage 2 of 3 of the staged Kubernetes contribution; stage 3 will contribute the agent runtime images and their build pipeline. ## What Changed One line per piece: - `packages/plugins/sdk/protocol.ts`: optional `adapterType` on `PluginEnvironmentAcquireLeaseParams` so a provider can select the runtime image per run; existing providers simply ignore it - `server/services/environment-runtime.ts` + `environment-run-orchestrator.ts`: thread the agent's adapter type into both lease-acquiring drivers, including the heartbeat path (the two call sites have historically drifted, hence the pinned test) - `server/services/environments.ts`: `ensureKubernetesEnvironment` / `findKubernetesEnvironment`, an idempotent managed Kubernetes environment per company, identified by a metadata marker and refreshed (not recreated) on config change; `timeoutMs` rides on the config for slow cold-start leases - `server/services/execution-allowlist.ts`: pure (driver, provider, policy) -> allow/deny guard; `executionMode=kubernetes` only allows the kubernetes sandbox provider - `server/services/execution-policy-bootstrap.ts` + startup hook in `server/index.ts`: parse `PAPERCLIP_EXECUTION_MODE` / `PAPERCLIP_K8S_*`, persist `executionMode` into instance general settings, and provision the managed environment for every company; fails loud on misconfiguration - `server/services/heartbeat.ts`: when the policy forces Kubernetes, pin run selection to the managed environment (also overriding any persisted workspace environment id), refuse to fall back to local, and re-check the actually acquired environment against the allowlist as defense in depth - `server/services/adapter-registry-bootstrap.ts` + shared `AdapterRegistryEntry` type/validator: declarative `PAPERCLIP_ADAPTERS` registry (inline JSON or file) that reconciles adapter availability at startup and rides on the Kubernetes environment config - `server/services/adapter-models-env.ts` + `adapters/registry.ts`: `PAPERCLIP_ADAPTER_MODELS` lets an operator declare picker model lists the server cannot CLI-discover - `server/services/plugin-loader.ts`: pass `KUBERNETES_SERVICE_HOST/PORT(_HTTPS)` through to plugin workers that register environment drivers, so in-cluster API clients can be constructed; all other host env stays stripped - `server/app.ts`: fail-safe auto-install of the bundled kubernetes plugin at boot; no-ops when the bundle is absent and never blocks startup on error - `packages/shared` types/validators: `InstanceExecutionMode` on general settings (optional, strict schema) - `ui/lib/forced-kubernetes-environment.ts` + `AgentConfigForm`: when the policy is active, show a read-only Kubernetes environment instead of the environment picker and default new agents onto the managed environment - Tests for every new module plus the adapterType pin in `heartbeat-plugin-environment` and the managed-environment lifecycle in `environment-service` Everything is gated: with `PAPERCLIP_EXECUTION_MODE`, `PAPERCLIP_ADAPTERS`, and `PAPERCLIP_ADAPTER_MODELS` unset (and no bundled plugin present), every code path reduces to current behavior. The per-run `adapterType` is an optional SDK parameter that existing providers ignore. ## Verification - `cd server && npx tsc --noEmit`: clean (0 errors); `ui` typecheck also clean - Targeted suites all green (11 files, 90 tests): `npx vitest run server/src/__tests__/heartbeat-plugin-environment.test.ts server/src/__tests__/environment-service.test.ts server/src/__tests__/environment-runtime.test.ts server/src/__tests__/environment-run-orchestrator.test.ts server/src/__tests__/plugin-database.test.ts server/src/services/execution-policy-bootstrap.test.ts server/src/services/execution-allowlist.test.ts server/src/services/adapter-registry-bootstrap.test.ts server/src/services/adapter-registry-bootstrap.reconcile.test.ts server/src/services/adapter-models-env.test.ts packages/shared/src/validators/adapter-registry.test.ts` - `npx vitest run ui/src/components/AgentConfigForm.test.ts`: green (6 tests) - Full `npx vitest run server/src/__tests__`: 2323 passed, 1 skipped; the only failures (heartbeat-process-recovery pid-retry, workspace-runtime symbolic-ref/git tests) reproduce identically on pristine `master` in the same environment, so they are machine-environment issues unrelated to this change; `server-startup-feedback-export` needed its `services/index.js` mock extended with the new export and is green - This integration has been running in production on a hosted multi-tenant deployment, where it executes agent runs across five different harnesses through the stage 1 plugin ## Risks - Low for existing deployments: every behavior is env-gated and the defaults preserve current semantics; the auto-install block is wrapped fail-safe and skips silently when the plugin bundle is absent - `executionMode` is a new optional field on a strict zod schema; absent input normalizes exactly as before - The forced policy intentionally fails runs loudly (rather than falling back to local) when no managed Kubernetes environment exists; this only affects instances that explicitly set `PAPERCLIP_EXECUTION_MODE=kubernetes` ## Model Used Claude Opus 4.8 (claude-opus-4-8, 1M context), extended thinking, agentic tool use via Claude Code. ## UI screenshots The UI change is a new read-only "Execution" section in `AgentConfigForm`, shown only when the instance execution policy forces Kubernetes (`executionMode=kubernetes`); there is no "before" state for it (the section did not exist, and instances without the forced policy render the existing picker unchanged). Captured from the new Storybook stories added in this PR (`Product/Agent Management`): Managed Kubernetes environment present (read-only display, no local/SSH picker):  No managed environment available yet (warning notice, no silent local fallback):  ## 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 - [ ] 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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-10 21:09:02 -07:00
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	fae7e920a9	[codex] Polish routine layout follow-ups (#7858) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Routines are the recurring-work surface that lets a company keep operating without a human manually kicking off every task > - The base routine detail Variation C shell already landed in #7848, but the follow-up branch still had polish work for scheduling, section ergonomics, and the list layout > - Operators need routine edit screens to explain trigger behavior clearly, keep long detail pages usable on mobile/touch devices, and make grouped routine lists easier to scan > - This pull request rebases the remaining branch work onto current `master`, drops the duplicate commits already merged through #7848, and keeps only the new routine UI follow-ups > - The benefit is a cleaner routines workflow without reopening the already-merged shell work or carrying unrelated lockfile, workflow, or screenshot changes ## Linked Issues or Issue Description Refs #7848 Feature follow-up: polish the routines UI after the Variation C routine-detail shell landed. Problem / motivation: - Routine trigger configuration needs clearer previews for manual, schedule, API, and webhook execution modes. - Routine detail sections need better responsive spacing and touch ergonomics. - The routines list grouping should scan like grouped records instead of a table with heavy row dividers. - The routine tests need a React 19-compatible render helper so the focused routine suite can run in this workspace. Proposed solution: - Add cron-fire preview helpers and routine-run display helpers with focused tests. - Expand the routine editable and operate sections with richer trigger, variable, run, activity, and history presentation. - Adjust the routine detail shell and sub-sidebar spacing for mobile/touch layout. - Update grouped routine list presentation to use bordered group headers with borderless rows. - Switch affected routine tests to the repo's `flushSync` render-helper pattern. Alternatives considered: - Leaving the duplicate pre-#7848 commits in the branch would recreate conflicts and make the PR review much larger than the remaining change. - Keeping grouped routine rows inside one bordered table was simpler, but made the grouping hierarchy less legible. Roadmap alignment: - ROADMAP.md lists Scheduled Routines as a core shipped capability and Output/Enforced Outcomes as ongoing priorities. This is polish on that existing routines capability, not a new roadmap-level feature. ## What Changed - Added routine scheduling preview helpers and tests for cron/manual/API/webhook fire-policy display. - Added routine run display helpers and tests for deduped trigger labels and run-row subtitles. - Polished routine detail sections, including trigger summaries, operate views, and env/variable editing ergonomics. - Adjusted routine detail page and sub-sidebar spacing so the title/header area is less pinned and touch layouts center better. - Reworked the routines list grouped layout so group headers are bordered cards and routine rows are borderless inside each group. - Added Storybook coverage for the routines list grouped layout and updated the existing routine detail story. - Repaired routine tests to use `flushSync` helpers compatible with the installed React 19 runtime. ## Verification - `pnpm exec vitest run ui/src/lib/cron-fires.test.ts ui/src/lib/routine-run-display.test.ts ui/src/pages/Routines.test.tsx ui/src/components/RoutineSubSidebar.test.tsx ui/src/components/RoutineSaveBar.test.tsx` - Result: 5 test files passed, 37 tests passed. - Confirmed the rebased PR diff does not include `pnpm-lock.yaml`, `.github/workflows/*`, or committed screenshots. - Confirmed `origin/master` is an ancestor of the pushed branch head after rebase. ## Risks - Medium UI risk: this touches the routine detail and routine list surfaces, so visual regressions are possible in edge cases not covered by the focused tests. - Low data risk: no schema, migration, server API, or lockfile changes are included. - Review note: the branch intentionally force-pushed after rebasing because the original first three commits were already merged through #7848. > 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, with repository shell/tool access. Exact hosted runtime model identifier and context-window size were not exposed in the execution 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 - [ ] 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: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-09 18:55:01 -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	bf62e3fbf1	feat(ui): routine detail page — variation C sub-sidebar layout (PAP-10732) (#7848) ... ## Summary Rebuilds the routine detail page as **variation C** — a sub-sidebar shell that splits the page into **ROUTINE** (Overview · Triggers · Variables · Secrets · Delivery) and **OPERATE** (Runs · Activity · History), per the engineering spec on PAP-10730. Replaces the previous 5-tab `?tab=…` layout in `ui/src/pages/RoutineDetail.tsx`. Implements PAP-10732. Design source of truth: PAP-10730 `spec` document; approved direction PAP-10709. ## What changed - **Routing** (`ui/src/App.tsx`): real sub-routes under `routines/:routineId/:section`. Bare `/routines/:id` redirects to the last-viewed section (`localStorage`) or `overview`; old `?tab=…` URLs redirect to the matching section for back-compat. Every section URL is bookmarkable. - **Shell** (`RoutineDetail.tsx`): slim 56px sticky header (title + managed-by-plugin chip + Run / Active toggle), page-local sub-sidebar, full-canvas section body, per-section sticky save bar. All routine state/mutations stay in the shell and flow to sections via a `RoutineDetailContext`. - **New components**: `RoutineSubSidebar` (+ mobile `<Select>` picker, roving keyboard nav), `RoutineSaveBar` (scoped dirty count, ⌘/Ctrl+S save, Esc-discard confirm, 409 conflict recovery with Reload / Overwrite), `RadioCard` primitive (Delivery), `RoutineTriggerCard` (extracted from the inline editor, with human-readable cron), `RoutineActivityRow` (expandable JSON), `lib/cron-readable`, and the per-section components. - **Reuse**: History mounts the existing `RoutineHistoryTab`; Variables mounts `RoutineVariablesEditor` with a provenance banner; Secrets reuses `EnvVarEditor` + the one-time reveal banner. No backend or schema changes. - **States**: per-section loading/empty/error/save-conflict and read-only strip scaffolding (§1.6). ## Testing - New unit tests: sub-sidebar navigation/active/dirty markers, save-bar dirty + ⌘S + conflict recovery, cron helper. - Existing routine tests still pass: `Routines.test.tsx`, `RoutineHistoryTab.test.tsx`, `RoutineRunVariablesDialog.test.tsx`. - `vitest run` (routine scope): **36 passed**. Production `vite build`: **green**. - Screenshots at 1440×900 + 390×844 attached to [PAP-10732](https://example.invalid) (rendered via a new Storybook story with fixture data). ## Out of scope (per spec) - `/routines` list-page redo (follow-up). - Non-owner secret-value visibility (Open Q6 — CEO escalation; built with the spec default). --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-09 17:04:25 -05:00
Dotta	50bff3b274	feat(ui): add collapsible sidebar rail and takeover panes (#7824) ... ## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents, work, and company context. > - The board UI sidebar is the main way operators keep orientation across companies, projects, agents, issues, and settings. > - The existing fixed expanded sidebar competes with route-specific navigation, especially company settings and plugin routes that bring their own contextual sidebar. > - A collapsible primary rail preserves global navigation while giving contextual pages more horizontal room. > - This pull request adds a persisted collapsed rail, hover/focus peek, keyboard toggle, and a secondary sidebar takeover model for settings and plugin `routeSidebar` surfaces. > - The benefit is a denser board shell that keeps the app rail available without replacing it when a route needs its own navigation. ## Linked Issues or Issue Description Paperclip issue: PAP-10638 Create collapsible sidebar branch. Related GitHub PR found during duplicate search: #3838 (`feat/collapsible-sidebar`) covers a similar sidebar area but is a different head branch and implementation. This PR intentionally packages the work from `PAP-10638-collapsable-sidebar` into one reviewable branch. Problem description: The board shell needs a first-class collapsed sidebar mode. Contextual surfaces such as company settings and plugin route sidebars should not replace the global app sidebar; they should collapse the app sidebar to a rail and render their contextual navigation beside it. ## What Changed - Added desktop collapsed/sidebar-peek state to `SidebarContext`, including persisted user pins, route collapse requests, and forced collapse for secondary-sidebar routes. - Replaced the old resizable sidebar pane with `SidebarShell`, which supports a fixed 64px rail, persisted expanded width, keyboard/pointer resizing, and hover/focus peek overlay behavior. - Updated `Sidebar`, sidebar nav items, project/agent sections, badges, and account/company menu presentation for expanded, collapsed, and peeking states. - Added `RequestCollapsedSidebar` and `SecondarySidebar` so routes and plugin `routeSidebar` slots can request contextual sidebar layouts without replacing the primary app sidebar. - Wired company settings and plugin route sidebars into the secondary-pane takeover model. - Added focused Vitest coverage for sidebar state precedence, shell sizing, nav item rail rendering, keyboard shortcuts, layout takeover behavior, and route collapse requests. - Updated plugin authoring docs/spec references for route sidebar behavior. ## Verification Targeted local verification passed: ```sh NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/context/SidebarContext.test.tsx ui/src/components/SidebarShell.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/Layout.test.tsx ui/src/components/RequestCollapsedSidebar.test.tsx ui/src/components/SidebarNavItem.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/KeyboardShortcutsCheatsheet.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ``` Result: 10 test files passed, 88 tests passed. Additional follow-up verification passed after review fixes: ```sh NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/context/SidebarContext.test.tsx && pnpm --filter /ui typecheck ``` Result: 2 test files passed, 28 tests passed, and UI typecheck passed. Latest PR-head remote checks: Paperclip PR workflow, Snyk, Socket, and Greptile are green; commitperclip `review` is cancelled in its security-gate step after filing a non-blocking neutral `security-review` check. Notes: - A direct run without `NODE_ENV=test` loads React's production build in this workspace, where `act` is unavailable; the command above matches the repo stable runner's test environment. - I did not run Playwright/browser e2e or full workspace build/typecheck in this PR-creation heartbeat. - QA screenshots are attached in https://github.com/paperclipai/paperclip/pull/7824#issuecomment-4661968387 for expanded, collapsed rail, hover peek, and settings secondary-sidebar states. ## Risks - Medium UI layout risk: this changes the board shell and primary sidebar composition across many routes. - Local storage migration risk is low: new collapsed state uses a new key and existing width storage remains scoped to the sidebar width. - Plugin route risk: plugin `routeSidebar` slots now render as secondary panes on desktop, so plugin authors should confirm their route sidebar content fits a 240px contextual pane. - Mobile risk appears low because mobile keeps the drawer model and gates collapsed/peek behavior to desktop. > 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 local shell/git/GitHub CLI tool use. Exact service-side model identifier and context window were 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 - [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 - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-09 13:25:17 -05:00
Dotta	76c88e5855	[codex] Move instance settings under company settings (#7680) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators manage both company-scoped configuration and instance-level runtime/admin settings from the board UI > - Instance settings previously lived as their own top-level sidebar area, separate from the company settings context operators already use > - That split made settings navigation feel heavier and made instance configuration less discoverable from the settings tab > - This pull request moves instance settings under company settings while preserving the existing instance settings routes and plugin/admin surfaces > - The benefit is a smaller primary sidebar and a more coherent settings hierarchy for operators ## Linked Issues or Issue Description - Refs #338 - Internal: PAP-10491, PAP-10538 ## What Changed - Moved instance settings navigation under the company settings area. - Added route helpers and sidebar entries for nested instance settings paths. - Updated plugin/admin settings routes to use the company settings instance scope. - Preserved legacy instance-settings bookmarks through compatibility redirects that keep the active company prefix. - Updated focused UI and plugin tests for the new navigation shape. - Stabilized the process-loss retry test that was failing the serialized server shard in CI. - Rebased the branch onto current `paperclipai/paperclip` `master` and pushed the current head. ## Verification - `pnpm exec vitest run ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx ui/src/lib/instance-settings.test.ts ui/src/components/InstanceSidebar.test.tsx ui/src/components/Layout.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts packages/shared/src/validators/plugin.test.ts` - `pnpm exec vitest run ui/src/lib/instance-settings.test.ts ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx ui/src/components/Layout.test.tsx ui/src/plugins/bridge.test.ts` - `pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts -t "queues exactly one retry when the recorded local pid is dead"` - `pnpm test:run:serialized -- --shard-index 0 --shard-count 4` - GitHub PR checks are green on head `fe7b0955169dcae55cbe10889c1876a70ab0b80c`, including `verify`, `General tests (server)`, all serialized server shards, build, e2e, policy, security checks, and Greptile. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Medium UI/navigation risk: instance settings links are intentionally moving under company settings, so stale external bookmarks to legacy paths rely on the compatibility routing in this branch. - Low test-only risk from the CI stabilization commit: it makes the recovery assertion select the actual retry run by `retryOfRunId` instead of whichever non-original run appears first. - No database migrations. - No dependency lockfile or workflow 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/tool execution in a local repository worktree. Exact context window was 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-07 17:23:53 -05:00
Dotta	2d1b531a49	[codex] Add clear-error agent action (#7695) ... ## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work. > - Agent runtime state is surfaced in both the server API and the board UI so operators can tell whether an agent is idle, running, paused, or in error. > - When an agent is already in `error`, the existing pause/resume action slot is not useful because there is no running work to pause. > - Operators need a direct, audited recovery path that clears the stale error state only for agents in the same company. > - This pull request adds a company-scoped clear-error mutation, exposes the shared API contract, and wires the board action cluster to show Clear error in the pause/resume slot for errored agents. > - The benefit is that operators can recover CEO/CTO-style errored agents without resorting to database edits or unrelated session reset actions. ## Linked Issues or Issue Description Refs #4021 Paperclip issue: PAP-10515 — right now the CEO and CTO agents are in error state, but there is no way to clear the error; they appear otherwise fine. ## What Changed - Added shared constants, API path, and agent status type support for a company-scoped clear-error action. - Added the server service and route to clear an agent from `error` back to `idle`, with company access enforcement and activity logging. - Added OpenAPI/docs coverage for the clear-error endpoint. - Added backend coverage for service behavior and cross-tenant authorization. - Updated the board agent action cluster to show a red-tinted Clear error button only when `agent.status === "error"`. - Updated agent properties to show a red active last-error indicator only while the agent is currently errored. - Added UI component tests for the error-state action and the non-error pause/resume behavior. ## Verification Local: - `pnpm exec vitest run server/src/__tests__/agents-service-clear-error.test.ts server/src/__tests__/agent-cross-tenant-authz-routes.test.ts ui/src/components/AgentActionButtons.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` PR checks: - Main Paperclip workflow is green on `a7378e584d50594e7bd507a1a02985bfaaa5abf8`. - Greptile is 5/5 with no files requiring special attention and no new comments on the latest review. - `commitperclip PR Review` is still red because its security-gate step canceled after filing a draft advisory; the linked `security-review` check is neutral and says the draft advisory is not a merge block. Visual artifact: -  ## Risks Low to medium risk. The mutation is intentionally narrow, but reviewers should check that clearing `lastError`/`lastRunError` and returning to `idle` is the desired recovery semantics for every adapter state. The remaining red check is from the external commitperclip security-review workflow, not from the code/test workflow for this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-family coding model, tool-assisted with local shell, git, GitHub CLI, and targeted Vitest 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 - [ ] 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	2026-06-07 10:33:29 -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	d8e1004551	PAP-10440: group artifacts by task stacks (#7654) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The artifacts surface is where board users inspect files, media, and documents produced by agents. > - Grouped artifact stacks make that surface easier to scan by task, but the first pass still made grouping feel secondary to media filters. > - The follow-up request was to make grouping the default and give the grouping control the same icon-only outline treatment used on the issues page. > - This pull request keeps the existing artifact grouping API/UI, then polishes the artifacts toolbar state and Storybook review coverage. > - The benefit is that `/artifacts` now opens in the task-stack view by default while preserving explicit flat-mode filtering via `groupBy=none`. ## Linked Issues or Issue Description No public GitHub issue exists for this internal Paperclip task. ### Subsystem affected ui/ — React + Vite board UI. ### Problem or motivation The `/artifacts` grouping affordance was visually placed after the media filters, rendered as a text button, and defaulted to a flat artifact list. Internal follow-up `PAP-10465` requested the grouping icon move left of the filters, become an icon-only outlined button like `/issues`, and make Task grouping the default. ### Proposed solution Default `/artifacts` to grouped Task stacks, keep explicit flat mode available as `groupBy=none`, move the grouping control before the media chips, and restyle it as the shared icon-only outline button pattern. ### Alternatives considered Leaving flat mode as the implicit default was rejected because it does not satisfy the follow-up. Keeping a text label on the grouping trigger was rejected because `/issues` already established the icon-only outline pattern for this class of toolbar control. ### Roadmap alignment This aligns with the `Artifacts & Work Products` roadmap item by making generated outputs easier to inspect and operate from the board UI. ## What Changed - Defaulted the `/artifacts` page to `groupBy=task` when no grouping URL param is present, while keeping explicit flat mode available with `groupBy=none`. - Moved the group control before the media filter chips and changed it to an icon-only outlined button using the shared `Button` pattern. - Updated artifact page tests to cover default Task grouping, explicit flat mode, trigger ordering, and icon-only outline metadata. - Updated the artifact Storybook story so its toolbar mock matches the production ordering and grouped Task is documented as the default mode. ## Verification - `pnpm exec vitest run ui/src/pages/Artifacts.test.tsx ui/src/components/artifacts/ArtifactGroupCard.test.tsx` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check` — passed. - QA visual validation from internal follow-up PAP-10466 passed desktop/mobile scenarios. Screenshot evidence attached there: - Desktop default: http://paperclip-dev:3100/api/attachments/bc81305d-f5de-485c-abeb-9e7c3d9d8539/content - Desktop toolbar close-up: http://paperclip-dev:3100/api/attachments/3375a62b-2110-48f3-bafa-ea98c00f99f7/content - Mobile default: http://paperclip-dev:3100/api/attachments/bfc5642e-9248-431e-9bac-36284dec1c89/content - Mobile toolbar close-up: http://paperclip-dev:3100/api/attachments/ca79401a-5ba8-464d-bc6e-aeffd47fe695/content - GitHub PR checks on head `431964c8b` — passed, including Greptile 5/5. ## Risks Low to medium risk. The main behavior shift is intentional: `/artifacts` now queries grouped Task stacks by default. Existing flat mode remains available through the grouping menu and explicit `groupBy=none` URLs. ## Model Used OpenAI Codex, GPT-5.4 class coding model in this Paperclip heartbeat environment, with shell, git, test, and GitHub CLI tool use. Context window managed by the Codex 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>	2026-06-06 10:22:47 -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	7428fb956f	[codex] Guard git-sensitive adapter workspaces (#7644) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The affected subsystem is the heartbeat execution path that turns issue assignment into adapter-backed work in a selected workspace. > - PAP-10409 and sibling follow-ups failed before useful adapter output because project/workspace identity became incoherent. > - A project-workspace-linked child issue could keep `projectWorkspaceId` / execution workspace state while losing `projectId`, then a git-sensitive local adapter could fall through toward an invalid fallback cwd. > - Paperclip needs to treat coherent workspace identity as part of the live-path contract, not only as post-failure cleanup. > - This pull request documents that rule, repairs issue inheritance, and blocks git-sensitive adapter launch before it can run from the wrong cwd. > - The benefit is a bounded recovery path: affected issues are repaired explicitly, future malformed workspaces fail fast with a clear recovery action, and the UI surfaces that reason. ## Linked Issues or Issue Description Refs #7646 Bug report fields: - Summary: adapter-backed follow-up issues can fail before doing work when issue creation/inheritance preserves workspace ids but drops project identity. - Affected issues: internal Paperclip issues PAP-10408 through PAP-10412, especially PAP-10409. - Steps to reproduce: create a project-scoped parent/follow-up tree where a child issue keeps `projectWorkspaceId` or an inherited execution workspace but has `projectId: null`, then launch a git-sensitive local adapter such as `codex_local`. - Expected behavior: Paperclip derives or preserves coherent project identity during issue creation, and heartbeat refuses malformed git-sensitive workspace launches with one clear recovery action. - Actual behavior before this PR: the run could reach adapter bootstrap with an incoherent workspace context and fail with git errors such as `fatal: not a git repository (or any parent up to mount point /srv)`. - Root cause: child/follow-up issue inheritance preserved workspace execution context without coherent project context. That let heartbeat workspace resolution/adapter launch reach a fallback cwd instead of refusing the malformed workspace state up front. ## What Changed - Documented the adapter workspace-coherence live-path precondition in `doc/execution-semantics.md`. - Updated issue creation/inheritance so workspace-inheriting issues preserve or derive project identity, while existing mismatch validation still rejects incoherent project/workspace combinations. - Added a heartbeat preflight guard for git-sensitive local adapters that validates effective cwd, persisted workspace identity, project workspace identity, and required git metadata before launch. - Added `workspace_validation` recovery actions for this failure class and ensured the source issue gets a visible, idempotent recovery comment. - Surfaced workspace-validation recovery state in issue rows, blocked notices, and recovery action cards, including the manual-repair wake policy label. - Added focused regression coverage for issue inheritance, all heartbeat workspace-validation guard branches, recovery display helpers, and UI recovery components. ## Verification - `pnpm exec vitest run server/src/__tests__/heartbeat-workspace-session.test.ts` - Result: 1 test file passed, 68 tests passed. - `pnpm exec vitest run ui/src/components/IssueRecoveryActionCard.test.tsx` - Result: 1 test file passed, 12 tests passed. - `pnpm exec vitest run ui/src/components/IssueBlockedNotice.test.tsx ui/src/components/IssueRecoveryActionCard.test.tsx` - Result: 2 test files passed, 18 tests passed. - `pnpm --filter @paperclipai/ui typecheck` - Result: passed. - `pnpm exec vitest run server/src/__tests__/heartbeat-plugin-environment.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/heartbeat-workspace-session.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts ui/src/components/IssueBlockedNotice.test.tsx ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/lib/recovery-display.test.ts` - Result: 7 test files passed, 200 tests passed before the final guard-branch additions; the changed server file was re-run above. - UI coverage: `ui/storybook/stories/source-issue-recovery.stories.tsx` contains rendered scenarios for the generic recovery chip, workspace-validation recovery chip, blocked notice indicator, recovery action card, and issue-row chip. - Screenshot capture attempt: Storybook started successfully on `http://127.0.0.1:6016/`, but screenshots could not be captured in this runner because `agent-browser` launched an unusable Chrome binary and Playwright Chromium failed on missing system library `libatk-1.0.so.0`; the runner is non-root and lacks passwordless sudo for installing browser dependencies. - Hosted CI on final commit `969594e7` is green, including `verify`, `Build`, `Typecheck + Release Registry`, `General tests (server)`, workspace suites, serialized server suites, `Canary Dry Run`, and `e2e`. - Roadmap checked: no duplicate roadmap item; this is a tightly scoped reliability fix for existing heartbeat/workspace behavior. - Duplicate PR search checked: no open PR matched `workspace coherence adapter cwd`. ## Risks - Medium risk: heartbeat launch is stricter for git-sensitive local adapters and can now block malformed workspace states before adapter execution. - Mitigation: the guard is limited to local git-sensitive adapters and records a source-scoped recovery action with structured evidence instead of retrying indefinitely. - Compatibility: valid project/workspace execution paths continue normally; explicit project/workspace mismatches remain rejected. > 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 `codex_local` coding agent with terminal/tool use. Work was produced through Paperclip issue execution with focused local test runs. ## 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 09:39:26 -05:00
scotttong	eaef47f4c7	Information Architecture + project/agent visual refresh (experimental) (#7543) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is the control surface for issues, projects, agents, goals, workspaces, and operator settings. > - The existing navigation and list surfaces make several high-frequency workflows feel harder to scan than they should, especially around projects and agents. > - The product direction is to improve those surfaces without breaking the existing route model or forcing a new IA on every operator at once. > - This pull request now keeps the dependent IA, project identity, and agent-list visual refresh work together while the Issue-to-Task copy migration is split into #7651. > - The benefit is a clearer left nav, better project identity, denser agent/project list rows, and brand-aligned status treatment while preserving the classic default experience behind a flag. ## Linked Issues or Issue Description Refs #7645 Refs #7651 Internal planning/work references: PAP-53, PAP-56, PAP-58, PAP-59, PAP-60, PAP-61, PAP-68, PAP-69, PAP-70, PAP-71, PAP-72, PAP-75, PAP-76, PAP-80, PAP-85, PAP-86, PAP-87, PAP-88, PAP-89. ## What Changed - Adds `enableStreamlinedLeftNavigation`, defaulting off, and gates sidebar presentation so classic navigation remains the default. - Adds project icon persistence, validation, portability, picker UI, and `ProjectTile` rendering while defaulting new projects to neutral gray. - Adds projects-list task-count and budget summary data with focused server/shared/UI coverage. - Refreshes agent list rows, row actions, active/recent sidebar behavior, and status capsule/chip styling for the approved brand state system. - Removes the placeholder Conference room and Artifacts nav/routes from the finalized experimental nav direction. - Removes `pnpm-lock.yaml` and the Issue-to-Task copy migration from this PR diff; the copy migration now lives in #7651. ## Verification - Existing branch verification from the authored commits: UI typecheck, targeted unit tests, and light/dark visual checks for `/agents`, agent detail, and design-guide status states. - Maintainer cleanup verification on `75e34e5`: `git diff --check origin/master...HEAD` passed, the `design/` diff is empty, and the PR diff is 61 files, below Greptile's 100-file review limit. - `pnpm --filter @paperclipai/ui build` passed. - `NODE_ENV=test pnpm exec vitest run ui/src/components/Sidebar.test.tsx` passed: 1 file, 8 tests. - CI and Greptile should rerun on the latest push. ## Risks - Broad UI surface area: the experimental flag keeps the classic nav default, but changed shared components such as `EntityRow`, `ProjectTile`, and agent status badges could affect multiple pages. - Database migration: `projects.icon` is additive and nullable, but migration ordering and portability import/export must stay aligned. - The Issue-to-Task copy migration is now separated into #7651, so reviewers should evaluate this PR as IA/project/agent presentation work only. - Visual regressions are possible across smaller widths because the PR intentionally changes dense list-row layouts. ## Model Used Claude Opus 4.8 assisted the original feature commits. Paperclip-Paperclip agents assisted some planning/design commits. Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository access performed this PR-readiness cleanup and split. ## 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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com>	2026-06-06 09:17:27 -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	dbebf30c89	Add low-trust review containment (#7530) ... ## Thinking Path > - Paperclip is a control plane for AI-agent companies, so execution policy and trust boundaries are part of the product's safety contract. > - Low-trust review work needs narrower authority than normal same-company agents because hostile PRs, comments, attachments, and generated output can carry prompt-injection payloads. > - The current V1 shape gives trusted workers broad company context, which is useful for normal execution but too permissive for a reviewer assigned to hostile content. > - This branch adds a `low_trust_review` preset, source-trust tagging, route-level containment, and quarantine handling so low-trust output does not automatically flow into higher-trust wake context. > - The branch has been rebased onto current `origin/master`, and the low-trust migration was renumbered to `0097_low_trust_source_trust.sql` to avoid collisions with existing `0091` through `0096` migrations. > - Greptile feedback was addressed by tightening low-trust detection, preserving project-level trust policy checks, fixing issue-kind promotion lookup, removing duplicate post-lease isolation assertion, documenting fail-closed source-trust behavior, bounding ancestry checks, enforcing runtime issue context for CEOs, awaiting accepted-plan monitor authorization, and making low-trust issue source-trust tagging atomic. > - The benefit is a first production slice of deny-by-default review containment with regression coverage for the main control-plane pivot surfaces. Fixes #7531. ## What Changed - Added shared trust-policy types and validators, plus database/source-trust fields for issues, comments, documents, and work products. - Implemented server enforcement for low-trust issue scope, agent self-view redaction, secret/plugin/runtime denial paths, promotion checks, and quarantined continuation/wake context. - Added focused low-trust regression tests for resolver behavior, source trust, route authorization, heartbeat preflight ordering, runtime containment, and quarantine redaction. - Added board UI affordances for selecting/reviewing the low-trust preset and surfacing source-trust badges in relevant issue views. - Added `doc/LOW-TRUST-PRESETS.md`, updated `doc/SPEC-implementation.md`, and committed the low-trust review contract plan under `doc/plans/`. - Rebasing note: the original `0097_low_trust_source_trust.sql` migration was renamed to `0097_low_trust_source_trust.sql`; the SQL uses `ADD COLUMN IF NOT EXISTS` so users who already applied the old-numbered migration are not broken by the renumbered migration. ## Verification - Rebased branch onto current `origin/master` and force-pushed with lease to `origin/PAP-10211-low-trust-agent` at head `2719f31e3`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. - Resolved upstream UI/comment conflicts by preserving deleted-comment tombstone behavior and low-trust source-trust badges/metadata. - Renumbered the low-trust source-trust migration to `0097_low_trust_source_trust.sql`; the SQL uses `ADD COLUMN IF NOT EXISTS` so users who already applied an old-numbered copy are not broken. - `pnpm exec vitest run ui/src/lib/issue-chat-messages.test.ts server/src/__tests__/heartbeat-workspace-session.test.ts` - `pnpm exec vitest run server/src/__tests__/source-trust.test.ts server/src/__tests__/workspace-runtime-service-authz.test.ts ui/src/lib/trust-policy-ui.test.ts ui/src/components/TrustPresetSection.test.tsx` - `pnpm run typecheck:build-gaps` - `git diff --check` - GitHub checks pass on head `2719f31e3`: build, typecheck/release registry, general tests, serialized server suites, e2e, canary, verify, policy/review, Socket, and Snyk. - Greptile Review passes with Confidence Score 5/5 and zero unresolved Greptile review threads. - No design screenshots/images were added because the task explicitly says not to add them unless they are specifically part of the work. ## Risks - Medium risk: this touches shared trust-policy contracts, server authorization paths, heartbeat context generation, migration metadata, and UI preset controls. - Low-trust containment is intentionally deny-by-default; legitimate future review workflows may need explicit allowlisted exceptions. - Plugin/runtime/security surfaces are broad, so regression tests cover the current known routes but future integrations must route through the same containment layer. - The PR is ready for review; GitHub checks are green and Greptile is 5/5. > 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 and GitHub CLI workflow. ## 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] UI changes are covered by focused tests; no screenshots were added per task instruction not to add design images unless specifically required - [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>	2026-06-05 16:48:02 -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	fff3832a01	[codex] Add teams catalog extraction (#7550) ... Fixes #7551 ## Thinking Path > - Paperclip is the control plane for AI-agent companies, and reusable company/team setup is part of making those companies faster to launch. > - The teams catalog work introduces app-shipped team templates that can be browsed, previewed, and installed into a company. > - Catalog installation crosses several contracts: bundled package contents, shared API types, server import/install behavior, CLI workflows, and the board UI. > - Agents also need a safe path through catalog installs: scoped company selection, explicit source policy, approval fallback for agent creation, and preserved catalog provenance. > - This pull request extracts the completed teams catalog branch into one reviewable PR on top of `public-gh/master`. > - The benefit is a reusable teams catalog foundation with server, CLI, package, docs, and hidden UI surfaces kept in sync. ## What Changed - Added the `@paperclipai/teams-catalog` package with bundled/optional team definitions, generated manifest, validators, catalog builder tests, and migration notes. - Added shared teams catalog types/validators plus server routes and services for listing, previewing, and installing catalog teams. - Integrated catalog install with company portability, skill/source policy checks, provenance metadata, origin hashes, target-manager reparenting, and installed/out-of-date detection. - Added CLI `teams` commands and agent-safe company selection behavior, including `company current` and approval fallback for forbidden agent-run installs. - Added hidden Team Catalog UI/API/query surfaces, Storybook fixtures, and targeted UI tests while keeping the UI route out of primary navigation. - Added docs for CLI/company/teams catalog behavior and removed generated screenshot artifacts from the PR diff. ## Verification - `pnpm exec vitest run cli/src/__tests__/company.test.ts cli/src/__tests__/teams.test.ts packages/teams-catalog/src/catalog-builder.test.ts packages/teams-catalog/src/shipped-catalog.test.ts server/src/__tests__/agent-permissions-service.test.ts server/src/__tests__/company-portability.test.ts server/src/__tests__/company-skills-service.test.ts server/src/__tests__/teams-catalog-routes.test.ts server/src/__tests__/teams-catalog-service.test.ts server/src/__tests__/teams-catalog-install-no-overrides.test.ts ui/src/lib/company-routes.test.ts ui/src/pages/TeamCard.test.tsx ui/src/pages/TeamCatalog.test.tsx ui/src/pages/useInstallTeamCatalogEntry.test.tsx` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/teams-catalog typecheck && pnpm --filter paperclipai typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` - Confirmed branch is rebased onto `public-gh/master` (`78dc3625a`) and `public-gh/master` is an ancestor of `HEAD`. - Confirmed PR diff excludes `pnpm-lock.yaml`, `.github/workflows/*`, generated screenshot images, and screenshot helper scripts. ## Risks - Medium review surface: this crosses package generation, shared contracts, server install behavior, CLI, docs, and hidden UI code. - Catalog install behavior creates agents/projects/tasks/skills and must keep company scoping, permissions, source policy, and provenance checks strict. - `pnpm-lock.yaml` is intentionally excluded per repo policy; CI/default-branch automation owns lockfile refresh. - The Team Catalog UI is included but hidden from primary navigation, so future enablement should re-check visual QA before exposure. > 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`. > > ROADMAP checked: this aligns with reusable companies/templates and plugin-adjacent onboarding work. This PR packages work already developed on the Paperclip task branch for review. ## Model Used - OpenAI Codex, GPT-5 series coding agent in this Paperclip session; exact runtime context window was not exposed. Used shell, git, `gh`, and local test/typecheck tooling. ## 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 why screenshots are intentionally omitted - [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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-05 12:55:49 -05:00
Dotta	3657854e5e	Merge pull request #7554 from paperclipai/codex/pap-10343-comment-redaction ... [codex] Redact deleted issue comments	2026-06-05 05:32:08 -10:00
Dotta	5f481d50f1	Allow inline video attachment previews ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-06-05 03:28:07 +00:00
Dotta	4afe5ab7cb	Add other answers to issue questions	2026-06-05 03:28:07 +00:00
Dotta	d87b14ff4f	test comment deletion cleanup regressions	2026-06-05 03:20:46 +00:00
Dotta	7f70759e61	Redact deleted issue comments	2026-06-05 03:20:46 +00:00
Pat Newell	bc0a076e13	fix(ui): stop linking foreign tracker keys as Paperclip issues (#7511) ... Fixes #7514 — the prefix-validation piece of the #5456 auto-linker 404-storm umbrella. The remaining pieces (404 retry guard, word-boundary tightening, comment edit/soft-delete) stay open under #5456. Part of #5456. ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Agents and humans cross-reference work in markdown — issue descriptions, comments, documents — which the UI renders through a shared `MarkdownBody` > - That renderer auto-links any `IDENT-123`-shaped token to an internal `/issues/IDENT-123` link > - But foreign tracker keys share that exact shape: a Jira `TREE-604` (or any external `ORG-123`) mentioned in prose becomes a link to a Paperclip issue that does not exist — it 404s, and the renderer also fires a wasted issue-fetch for the bogus identifier > - The set of real issue prefixes is already in the browser: every company carries an `issuePrefix`, exposed via `CompanyContext` > - This PR gates bare-token auto-linking to known company prefixes, leaving explicit `issue://` / `/issues/` references and real markdown links untouched > - The benefit is no dead internal links from foreign keys, with no new query, cache, or server change — and zero regression when prefixes aren't yet known ## What Changed - **`ui/src/lib/issue-reference.ts`** — `parseIssueReferenceFromHref` takes an optional `knownPrefixes` set and rejects a bare `IDENT-123` token whose prefix isn't in it; threaded through `remarkLinkIssueReferences(options)` → tree rewrite → text and inline-code paths. An omitted/empty set keeps the legacy permissive behavior. Explicit `issue://` scheme and `/issues/` path forms are never gated. - **`ui/src/context/CompanyContext.tsx`** — adds `useOptionalCompany()`, a non-throwing variant of `useCompany()` (returns `null` outside a provider). - **`ui/src/components/MarkdownBody.tsx`** — reads company prefixes via `useOptionalCompany()` and passes them to the linkifier. The non-throwing read keeps `MarkdownBody` renderable in provider-less surfaces (e.g. standalone/exported markdown). - Tests extended in `issue-reference.test.ts` (gating + remark-plugin cases) and `MarkdownBody.test.tsx` (gating, empty-companies permissive, explicit-path bypass). ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/lib/issue-reference.test.ts src/components/MarkdownBody.test.tsx` — green (17 + 40 tests). - Full UI suite: `pnpm --filter @paperclipai/ui exec vitest run` — **1161 passed / 183 files**; pre-existing `MarkdownBody` link tests pass unmodified (they hit the permissive `null`-context path), confirming no regression. - `pnpm --filter @paperclipai/ui run typecheck` — clean. - _Screenshots pending — opening as draft; before/after images to follow before marking ready._ - Manual (before/after): in an issue description containing both a real Paperclip identifier and a Jira key — _before_ both render as `/issues/...` links (the Jira one dead); _after_ only the real identifier links and the Jira key is plain text. ## Risks - **Low risk.** No server/API/migration change; pure client rendering logic. - A referenced issue whose company isn't in the viewer's `companies` list stops auto-linking — acceptable, since that internal link wouldn't resolve for that viewer anyway; explicit `/issues/IDENT` references still render. - During initial load (companies not yet fetched) behavior is identical to today (permissive), so no new flicker. ## Model Used - **Anthropic Claude Opus 4.8** (`claude-opus-4-8`), 1M-token context, extended thinking + tool use. Plan authored and implemented with the model; all decisions reviewed by the human contributor. ## 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 (no doc changes required — behavior gated, no public API/doc surface affected) - [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 4.8 (1M context) <noreply@anthropic.com>	2026-06-04 09:36:29 -07:00
Devin Foley	93206f73fa	fix: Stop archived companies from waking agents (#7478) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Each agent has a heartbeat scheduler that wakes it on timers and on events; every wake spawns an adapter (Claude / Codex / …) run that bills the operator's subscription > - When an operator archives a company, the agents inside it remain in invokable states — the heartbeat scheduler never consults company status — so timers keep firing and event-driven wakes (comments, mentions, blockers-resolved, etc.) keep cascading > - On real deployments this silently drains the operator's subscription: idle archived companies wake their CEOs hourly, plus any cross-company event cascade > - This pull request enforces "archived ⇒ never spawns a run" as a structural invariant by guarding the wake path AND cascading agent state on archive/reactivate > - The benefit is that archived companies stop billing the operator, and the UI/queue stays consistent with the invariant ## What Changed - `server/src/services/heartbeat.ts`: - `enqueueWakeup()` loads the company and short-circuits when status is not `active`. Background sources (timer, automation, events) write a `company.inactive` skipped wake and return `null`; explicit user invokes throw a `conflict` so the UI surfaces the real reason. - `tickTimers()` joins agents to active companies so the scheduler does not iterate archived-company agents at all (no skip-row noise). - `server/src/services/companies.ts`: - `archive(id, actor?)` pauses runnable agents with `pauseReason = "company_archived"` inside the transaction (preserving `pending_approval`, `terminated`, and agents paused for unrelated reasons), then cancels `queued`/`running` heartbeat runs after the transaction commits. - `update(id, data, actor?)` reverses the cascade only for agents whose `pauseReason === "company_archived"` on the `archived → active` transition; manually-paused agents stay paused. - Both methods emit activity-log entries (`company.archived` with `agentsPaused` + `runsCancelled`, `company.reactivated` with `agentsRestored`) so the audit trail fires regardless of caller. - `packages/shared/src/constants.ts` + `server/src/services/budgets.ts`: add `company_archived` to the legal `PauseReason` union so the restorable marker is a first-class value. - `packages/db/src/migrations/0094_backfill_archived_company_agent_pauses.sql`: backfill so existing archived-company agents become `paused / company_archived` (excludes `pending_approval`). - `ui/src/lib/activity-format.ts`: add the `company.reactivated` label. ## Verification - `npx vitest run src/__tests__/companies-service.test.ts` — archive cascade, reactivate cascade, and activity-log entries (with counts) all pass. - `npx vitest run src/__tests__/heartbeat-archived-company-guard.test.ts` — timer + on-demand + event-wake paths all blocked for archived companies; `company.inactive` skipped-wake row written; user-initiated wakes throw `conflict`. - `pnpm typecheck` — clean. - Manual repro from the bug description: archive a company, wait an interval / post a comment on one of its issues, observe zero new heartbeat runs. ## Risks - Migration `0094` is a single bulk UPDATE on `agents` joined to archived `companies`. On large deployments it briefly holds row locks on archived-company agent rows; should be quick because the predicate is narrow (`status NOT IN (paused, terminated, pending_approval)` and `companies.status = 'archived'`). - New `pauseReason` value (`company_archived`) is opaque to older clients that only know the previous union. Acceptable because the union is read as plain text and the contract is sync'd in the same change. - Behavior change for users: invoking an agent in an archived company now fails with a conflict instead of silently spawning a run. Intended. ## Model Used - Claude (Anthropic) — model `claude-opus-4-7` ("Opus 4.7"), Claude Code CLI, with tool use (Read/Edit/Bash/Grep). No extended thinking mode. ## 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 — N/A, no UI changes beyond an activity-log label string - [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 ## Related Work Fixes #1348 (`[Bug] Archived companies still running heartbeats and consuming tokens`). Prior attempts and parallel work in this area: - #1365 and #1429 by @hungdqdesign (March 2026) — both closed without merging. Same three-layer shape (`tickTimers` / `enqueueWakeup` / `resumeQueuedRuns` + archive-route cancellation) targeting #1348. Credit for first publicly proposing the wake-path-guard approach. - #5865 by @stubbi (May 2026, open) — adds the same `companies.status != 'archived'` joins to `tickTimers`, `enqueueWakeup`, `resumeQueuedRuns`, **and** routines `tickScheduledTriggers`, bundled with plugin-table tenant isolation (`plugin_entities` / `plugin_job_runs` / `plugin_logs` / `plugin_webhook_deliveries` get a `companyId` FK with `ON DELETE CASCADE`). This PR is narrower — it does not touch routines or plugin tables — but adds the **archive cascade** (pause agents with `pauseReason = "company_archived"`), the **reactivate reverse** (un-pause only that subset), the **`company_archived` pause-reason marker**, and a **backfill migration** for pre-existing archived companies, which #5865 does not include. Happy to coordinate sequencing or rebase if #5865 lands first.	2026-06-03 21:07:14 -07:00
Dotta	6460ea2616	Merge pull request #7360 from paperclipai/pap-10195-pwa-controls ... [codex] Add standalone PWA browser controls	2026-06-01 15:33:42 -10:00
Dotta	2997a47fec	Guard markdown filename previews by content type ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-06-01 22:14:06 +00:00
Dotta	0da56d780f	Align attachment video detection with server ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-06-01 22:00:50 +00:00
Dotta	3f80d7cd25	test(ui): cover chromeless display modes	2026-06-01 22:00:40 +00:00
Dotta	8af359b656	Detect misclassified video attachments ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-06-01 21:45:27 +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	7ce96e36a0	fix(ui): add standalone PWA browser controls ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-06-01 21:45:26 +00:00
Dotta	bbf77fcb69	Harden issue artifact metadata	2026-05-30 20:41:13 +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	9eac727cf1	[codex] Add skills CLI and catalog management (#6782) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies through company-scoped control-plane workflows. > - Agents need reusable, inspectable skills that can be installed, reset, audited, exported, and assigned without bespoke local setup. > - The existing skill truth model needed cleanup so bundled skills, optional catalog skills, runtime skills, and adapter-provided skills have clear provenance. > - Operators also need a practical CLI and board UI for discovering and managing company skills. > - This pull request adds the skills CLI, packaged skills catalog, company skills APIs, and catalog-aware board UI. > - The benefit is a more reusable Paperclip company setup where skills are portable, auditable, and easier for operators and agents to manage. ## What Changed - Added `paperclipai skills` CLI commands and coverage for catalog listing, installing, resetting, and inspecting company skills. - Added a packaged `@paperclipai/skills-catalog` workspace with bundled and optional skill content plus validation/build tests. - Added shared company-skill types and validators used across CLI, server, and UI contracts. - Added server catalog APIs/services for company skill catalog operations, reset semantics, audit behavior, and portability provenance. - Updated adapter skill handling so runtime/catalog provenance remains explicit across local adapters. - Added board UI support for browsing and managing catalog-backed company skills. - Updated docs for the skills CLI/catalog flow and the company skills Paperclip skill reference. - Rebased the branch onto current `paperclipai/paperclip:master`; no `pnpm-lock.yaml`, `.github/workflows`, or migration files are included in the final PR diff. ## Verification - Passed: `pnpm run preflight:workspace-links && pnpm exec vitest run cli/src/__tests__/skills.test.ts packages/skills-catalog/src/catalog-builder.test.ts packages/skills-catalog/src/shipped-catalog.test.ts packages/shared/src/validators/company-skill.test.ts packages/adapter-utils/src/server-utils.test.ts packages/plugins/create-paperclip-plugin/src/entrypoints.test.ts server/src/__tests__/company-skills-catalog-service.test.ts server/src/__tests__/company-skills-routes.test.ts server/src/__tests__/company-portability.test.ts`. - Passed: `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts -t "default branch|origin/master|symbolic-ref"`. - Attempted: full `server/src/__tests__/workspace-runtime.test.ts`. Four provisioning tests failed while seeding an isolated worktree database from the local Paperclip instance because the local plugin schema dump contains a duplicate-column foreign key (`plugin_content_machine_18a7bc327b.content_case_signals`). The default-branch tests touched by the rebase conflict passed in the focused run above. - Checked final diff: no `pnpm-lock.yaml`, no `.github/workflows`, and no migration-file changes relative to `master`. ## Risks - Medium: this is a broad skills/catalog change touching CLI, server APIs, shared contracts, adapter skill sync, and UI. - Catalog validation and reset semantics need careful reviewer attention because they affect reusable company setup and portability. - No database migrations are included in this PR, so there is no migration ordering/idempotency risk in the final diff. - No lockfile is included by design; dependency resolution will be handled by the repository lockfile workflow. ## Model Used - OpenAI Codex coding agent based on GPT-5, running in Paperclip via the `codex_local` adapter with shell, git, GitHub CLI, and code-editing tool access. Exact hosted model build/context-window metadata 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 targeted tests locally and documented the local workspace-runtime seed failure above - [x] I have added or updated tests where applicable - [x] If this change affects the UI, screenshots were intentionally omitted per PAP-10124 instructions; UI behavior is covered by tests and reviewer inspection - [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 07:33:51 -10:00
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	9aea3e3d35	[codex] Add resource membership controls (#6677) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, projects, agents, and board-visible workflows. > - The board sidebar and project list are the daily navigation surface for that control plane. > - Users need to keep all projects and agents accessible while hiding resources they have intentionally left from their own sidebar. > - That requires user-scoped resource membership state backed by company-scoped API and database contracts. > - The branch also needed to preserve HTTP worktree login sessions and keep the project list easier to scan after membership grouping. > - This pull request adds resource membership controls, sidebar leave actions, grouped/sortable project listings, and focused tests. > - The benefit is a cleaner personal workspace view without weakening company-scoped access to the underlying project or agent detail pages. ## What Changed - Added `project_memberships` and `agent_memberships` tables with API/shared/server contracts for current-user join/leave state. - Renumbered the membership migration to `0090_resource_memberships` after rebasing onto current `master`, and made it idempotent for anyone who had applied the old branch-local `0087` migration. - Added project and agent sidebar leave actions, plus list filtering that waits for membership state before hiding resources. - Added grouped project listing, project sorting controls, and reserved row subtitle height for cleaner scanning. - Fixed HTTP auth cookie security handling so HTTP worktree sessions can persist. - Updated focused server and UI tests for the new membership, sidebar, project list, and auth behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/better-auth.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/pages/Projects.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/MembershipAction.test.tsx ui/src/components/EntityRow.test.tsx` - Confirmed the branch is rebased on current `origin/master`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Migration safety: low to medium. The migration now uses `IF NOT EXISTS` / guarded constraints and is numbered after current master migrations, but it should still get CI coverage against fresh databases. - UI behavior: low. Left resources are hidden from sidebar only after membership state loads; direct detail access remains available. - Auth behavior: low. Cookie security is relaxed only for HTTP/private local-style origins where secure cookies would prevent login persistence. > 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 coding agent, tool-enabled shell/git workflow, context window not exposed by 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 Screenshot note: no browser screenshots were captured in this heartbeat; the UI changes are covered by focused component tests above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-25 13:12:41 -05:00
Aron Prins	897cc322c7	Improve external agent invite flow (#6183) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Agent creation can happen through local runtimes, managed runtimes, and external agents that onboard through invites. > - The old OpenClaw-oriented invite UX lived under company settings/invites and made a gateway-specific path look like a company access setting. > - That hid the broader bring-your-own-agent flow and forced operators to leave the add-agent modal when adding an external agent. > - This pull request moves external agent invite generation into the add-agent modal and makes the copy agent-oriented instead of OpenClaw-only. > - The benefit is a clearer agent-first onboarding path while company invites stay focused on human access. ## What Changed - Added an external-agent invite branch to the add-agent modal, including a dedicated prompt result view with Back navigation. - Added a shared agent onboarding prompt builder and focused modal coverage for prompt replacement/back navigation. - Removed the agent invite prompt UI from Company Settings and Company Invites, leaving Company Invites focused on human access links and invite history. - Updated the hidden OpenClaw Gateway runtime hint to direct operators to the add-agent invite flow instead of presenting it as a blocked runtime card. - Updated invite/onboarding docs, storybook coverage, and server-side onboarding copy toward generic agent language while preserving existing gateway compatibility. ## Verification - `pnpm -r typecheck` - `pnpm build` - `FAKE_BIN="$(mktemp -d)/bin"; mkdir -p "$FAKE_BIN"; printf '#!/bin/sh\nexit 1\n' > "$FAKE_BIN/tailscale"; chmod +x "$FAKE_BIN/tailscale"; PATH="$FAKE_BIN:$PATH" pnpm test:run` - `pnpm test:run` without the fake `tailscale` shim was also attempted; it failed only in two pre-existing CLI tailnet fallback tests because this host has a real Tailscale address (`100.125.202.3`) where those tests expect no Tailscale. - Focused confirmation for that host-env issue: `FAKE_BIN=... PATH="$FAKE_BIN:$PATH" pnpm exec vitest run --project paperclipai cli/src/__tests__/network-bind.test.ts cli/src/__tests__/onboard.test.ts` - Manual UI verification: served UI locally in light mode, opened add-agent modal, generated external agent prompt, verified the generated prompt replaces the form and Back returns to the form. ### Screenshots    ## Risks - Existing OpenClaw gateway compatibility remains, but operators now discover external agent onboarding from the add-agent modal instead of company settings. - Agent invites still appear in the invite history table, so that page may show agent-scoped invite rows even though it no longer creates agent onboarding prompts. - Low migration risk: no schema 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, GPT-5 coding agent in Codex desktop; tool-enabled repository, shell, browser, and GitHub workflow. Context window size was 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	2026-05-23 09:09:40 -05:00
Dotta	90117827eb	[codex] Polish board UI mobile flows (#6550) ... ## Thinking Path > - Paperclip is the board UI and control plane for supervising AI-agent companies. > - Operators repeatedly use mobile navigation, issue creation, inbox scanning, and markdown reading surfaces. > - Small layout and interaction rough edges add friction to those high-frequency workflows. > - The branch included a set of related board UI polish changes that were too small to review as many separate PRs. > - This pull request groups the remaining mobile/navigation/markdown polish into one standalone branch. > - The benefit is smoother board operation without mixing in unrelated backend feature work. ## What Changed - Tightened company settings navigation behavior on mobile. - Fixed mobile new issue dialog height and moved issue priority into the overflow controls on small screens. - Restored browser controls for home-screen app mode. - Fixed plugin-route sidebar selection on nested page loads. - Added markdown preformatted-block wrapping controls and coverage. - Kept updated issue list pages sorted by updated time in the board UI. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/components/MarkdownBody.test.tsx ui/src/components/MarkdownBody.wrap.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx ui/src/lib/pwa-install-mode.test.ts ui/src/pages/Inbox.test.tsx` The targeted UI tests passed. React emitted existing act-wrapping warnings in a few test files, but there were no test failures. ## Risks - Medium-low: changes span several UI surfaces, but they are mostly layout/interaction polish with targeted component tests. - Visual screenshots are not newly captured in this split PR; follow-up review should include browser/visual QA before marking ready. > 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 `codex_local`, tool-enabled coding session; exact context window not exposed by 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>	2026-05-22 10:13:47 -05:00
Dotta	e43b392a79	[codex] Add local Cloud Upstream sync (#6548) ... ## Thinking Path > - Paperclip is the control plane for AI-agent companies. > - Operators need a path to move local company state toward Paperclip Cloud without losing local-first control. > - The Cloud Upstream flow needs API, persistence, CLI, and board UI surfaces that agree on the same manifest/run model. > - The existing branch had the feature work plus UX and error-handling follow-ups. > - This pull request packages the remaining Cloud Upstream sync work into one standalone branch. > - The benefit is an inspectable local-to-cloud sync workflow with preview, conflicts, activation, and captured UX review states. ## What Changed - Added Cloud Upstream shared types, server routes/services, and persisted run schema/migration. - Added Paperclip Cloud CLI sync helpers and local connection storage. - Added the Cloud Upstream board UI, settings entry points, query keys, and UX lab page. - Added preview/activation checklist behavior, redirect handling, manifest-only preview support, friendly errors, in-flight hints, and entity count summaries. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run cli/src/__tests__/cloud.test.ts server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts ui/src/pages/CloudUpstream.test.tsx ui/src/components/CompanySettingsSidebar.test.tsx` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/cloud-upstreams.test.ts` Worktree setup note: the isolated worktree install skipped native sqlite build scripts, so I copied the already-built local sqlite binding from the main checkout before running `server/src/__tests__/cloud-upstreams.test.ts`. The test then passed. ## Risks - Medium: this adds a database migration and a broad feature path across CLI/server/UI. - Merge order: this is the only PR in this split with a DB migration; merge it before any future Cloud Upstream migration follow-up. - Mitigation: the PR is based directly on current `origin/master`, has targeted route/service/UI tests, and keeps the feature behind existing experimental Cloud Sync settings. > 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 `codex_local`, tool-enabled coding session; exact context window not exposed by 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, screenshot artifacts are intentionally omitted per reviewer request - [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	2026-05-22 09:56:22 -05:00
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	4142559c37	[codex] Add blocked inbox attention view (#5603) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies through company-scoped issues, comments, approvals, and execution workspaces. > - Operators need the Inbox to show not only active work, but also blocked work that may need human or agent attention. > - The existing inbox experience did not have a dedicated blocked-work surface, so blocked tasks were harder to triage and resume deliberately. > - Backend consumers also needed a compact attention signal that distinguishes actionable blockers from covered or waiting blocker states. > - This pull request adds a Blocked Inbox tab backed by issue blocker-attention metadata, shared validators, and UI helpers. > - The benefit is a clearer triage path for stalled or blocked Paperclip work without exposing external wait internals in the operator-facing UI. ## What Changed - Added shared issue blocker-attention types, validators, and exports for the API/UI contract. - Added backend blocker-attention computation and issue route support for blocked inbox data. - Added the Blocked Inbox tab, blocked reason chips, filtering/search UI, responsive layouts, and Storybook stories. - Updated inbox helpers and page behavior so toolbar controls only appear where they apply. - Added coverage for shared validators, server blocker-attention behavior, blocked inbox UI helpers/components, and the Inbox page. - Added a screenshot helper script for the blocked inbox Storybook stories. - Addressed Greptile feedback by making urgency sorting deterministic for null stop times, avoiding full blocked-inbox list enrichment for counts, and hardening the screenshot helper. ## Verification - Rebased the branch cleanly onto `public-gh/master`. - Confirmed the diff does not include `pnpm-lock.yaml`. - Confirmed the diff does not include database migration files. - Ran `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-blocker-attention.test.ts ui/src/components/BlockedInboxView.test.tsx ui/src/components/BlockedReasonChip.test.tsx ui/src/lib/blockedInbox.test.ts ui/src/lib/inbox.test.ts ui/src/pages/Inbox.test.tsx`. - Ran `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck`. - Checked `ROADMAP.md`; this is scoped inbox/operator triage work and does not duplicate a listed roadmap feature. - Greptile Review is green on the latest head and all four Greptile review threads are resolved. - GitHub PR checks are green on the latest head: policy, security/snyk, e2e, verify, Canary Dry Run, Greptile Review, and serialized server suites 1/4 through 4/4. ## Risks - Medium review surface because this touches the shared issue contract, server issue services, and the Inbox UI together. - Blocker-attention classification may need product tuning after operators use it on real blocked queues. - UI screenshots were not attached in this PR-opening pass; the branch includes `scripts/screenshot-blocked-inbox.mjs` and Storybook stories for visual capture. > 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 shell, git, GitHub CLI, GitHub connector, and Paperclip API tool use. Reasoning mode: medium. 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 - [ ] 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 16:41:36 -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	c445e59256	fix(ui): fix message attribution for agent-posted comments with user author IDs (#5780) ... ## Thinking Path > - Paperclip’s issue chat is an audit surface: reviewers need to trust who actually authored a message. > - Some historical agent comments were persisted with `authorUserId` and no surviving `createdByRunId`, so the UI rendered real agent output as if it came from the board user. > - A pure timestamp-window fallback is too risky because human reviewers can comment while agents are running. > - The safe recovery path is to derive attribution only when the server can prove it from same-issue run logs that include the exact posted comment id, then let the chat renderer prefer that recovered agent attribution. > - This keeps historical threads trustworthy without mutating old database rows or guessing in ambiguous cases. ## What Changed - Added shared `IssueComment` fields for derived attribution so server and UI can carry recovered `derivedAuthorAgentId`, `derivedCreatedByRunId`, and `derivedAuthorSource` consistently. - Added server-side attribution recovery in `server/src/services/issues.ts` that reads same-issue run logs and only derives agent authorship when a run log contains the exact `comment id: ...` emitted during posting. - Updated issue chat rendering in `ui/src/lib/issue-chat-messages.ts` to prefer direct agent authorship, then activity-log `runAgentId`, then the server-derived attribution. - Removed the unsafe UI-only run-window fallback from `ui/src/pages/IssueDetail.tsx` so human comments posted during an active run are not silently relabeled as agent output. - Added regression coverage for both the run-log derivation path and the chat-rendering fallback behavior. - Bounded server-side run-log enrichment to 8 concurrent reads per request and removed the unused `issueCommentSchema` declaration during PR cleanup. ## Verification - `pnpm exec vitest run ui/src/lib/issue-chat-messages.test.ts server/src/__tests__/issues-service.test.ts` - `pnpm test:run:general` - Live validation on May 12, 2026 in `PAPA-322`: confirmed the previously misattributed historical comments on `PAPA-316` now render as Claude-authored on `http://goldie.gerbil-company.ts.net:3100`. - Reviewer check: open `PAPA-316` in the running instance and confirm historical comments such as `## Investigation: exe.dev 422 + codex re-test` render under Claude instead of the board user. ## Risks - Low risk. The change is scoped to comment attribution recovery and rendering. - Derived attribution is intentionally conservative: if there is no exact run-log proof, the comment remains user-authored instead of guessing. - Run-log recovery depends on retained same-issue logs, so older comments without that evidence remain unchanged. ## Model Used - OpenAI Codex via the Paperclip `codex_local` adapter (GPT-5-class coding agent with tool use in the local Paperclip runtime; the exact deployment/model ID is not surfaced by this 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 - [ ] 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>	2026-05-12 01:20:49 -07:00
Dotta	e3af7aa489	Add shared sidebar section controls (#5585) ... ## Thinking Path > - Paperclip is the control plane for AI-agent companies. > - The board UI sidebar is one of the main ways operators scan active agents and projects. > - Agents and projects had duplicated section header behavior, which made collapse controls, add actions, and future section menus harder to keep consistent. > - Operators also need lightweight ways to switch between their curated sidebar order and common scan orders like alphabetical or recent activity. > - This pull request introduces a shared sidebar section header and uses it for the Agents and Projects sidebar sections. > - The benefit is a more consistent sidebar surface with reusable header controls and persisted sort modes without losing the existing drag-ordered Top view. ## What Changed - Added a reusable `SidebarSection` component that supports collapsible content, header actions, and section dropdown menus. - Updated the Agents sidebar section to use the shared header and add persisted `Top`, `Alphabetical`, and `Recent` sort modes. - Updated the Projects sidebar section to use the shared header and add persisted `Top`, `Alphabetical`, and `Recent` sort modes. - Added local-storage helpers and cross-tab update events for agent/project sidebar sort preferences. - Added focused component coverage for the shared section behavior and the updated Agents/Projects sidebar ordering paths. ## Verification - `pnpm run preflight:workspace-links && pnpm exec vitest run ui/src/components/SidebarSection.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx` - 3 test files passed - 18 tests passed ## Risks - Low-to-moderate UI risk: this changes sidebar section header interactions and adds persisted client-side sort preferences. - Drag ordering is intentionally limited to `Top` mode; non-top modes render sorted lists and do not persist drag order changes. - No database migrations or API contract 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, GPT-5-based model, tool-use enabled; exact hosted model build/context-window identifier was not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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>	2026-05-09 19:49:59 -05:00
Dotta	778e775c35	Add secrets provider vaults and remote import (#5429) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies and needs secrets handling to work across local development, hosted operators, and governed agent execution. > - The affected subsystem is the company-scoped secrets control plane: database schema, server services/routes, CLI workflows, and the Secrets settings UI. > - The gap was that secrets were local-only and operators could not manage provider vaults or import existing remote references without exposing plaintext. > - This branch adds provider vault configuration plus an AWS Secrets Manager remote-import path while preserving company boundaries, binding context, and audit trails. > - I kept the PR to a single branch PR, removed unrelated lockfile/package drift, rebased the full branch onto the current `public-gh/master`, and addressed fresh Greptile findings. > - The benefit is a reviewable implementation of provider-backed secrets with focused tests covering provider selection, import conflicts, deleted secret reuse, rotation guards, and AWS signing behavior. ## What Changed - Added provider vault support for company secrets, including provider config storage, default vault handling, health checks, binding usage, access events, and remote import preview/commit. - Added an AWS Secrets Manager provider using SigV4 request signing, bounded request timeouts, namespace guardrails, cached runtime credential resolution, and external-reference linking without plaintext reads. - Added Secrets UI surfaces for vault management and remote import, plus CLI/API documentation for setup and operations. - Stabilized routine webhook secret binding paths and SSH environment-driver fixture bindings discovered during verification. - Addressed Greptile and CI findings: no lockfile/package drift, monotonic migration metadata, disabled-vault default races, soft-deleted secret hiding/recreate behavior, remove behavior with disabled vaults, soft-deleted external-reference re-import, non-active rotation guards, managed-secret soft deletion through PATCH, and per-call AWS SDK credential client churn. - Rebased this branch onto `public-gh/master` at `0e1a5828` and force-pushed with lease to keep this as the single PR for the branch. ## Verification - `git fetch public-gh master` - `git rebase public-gh/master` - `git diff --name-only public-gh/master...HEAD | grep '^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR diff. - Confirmed migration ordering: master ends at `0081_optimal_dormammu`; this PR adds `0082_dry_vision` and `0083_company_secret_provider_configs`. - Inspected migrations for repeat safety: new tables/indexes use `IF NOT EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column additions use `ADD COLUMN IF NOT EXISTS`. - `pnpm -r typecheck` passed before the Greptile follow-up commits. - `pnpm test:run` ran the full stable Vitest path before the Greptile follow-up commits; it completed with 3 timing-related failures under parallel load: `codex-local-execute.test.ts`, `cursor-local-execute.test.ts`, and `environment-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/codex-local-execute.test.ts src/__tests__/cursor-local-execute.test.ts src/__tests__/environment-service.test.ts` passed on targeted rerun (`24/24`). - `pnpm build` passed before the Greptile follow-up commits. Vite reported existing chunk-size/dynamic-import warnings. - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts src/__tests__/secrets-service.test.ts` passed (`39/39`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server typecheck` passed. - Captured Storybook screenshots from `ui/storybook-static` for visual review. - Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites 1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review` pass; aggregate `verify` is still registering the completed child checks. - Greptile review loop continued through the latest requested pass; all Greptile review threads are resolved and the latest `Greptile Review` check on `5ca3a5cf` passed with 0 comments added. ## Screenshots Before: the provider-vault and remote-import surfaces did not exist on `master`; these are after-state screenshots from the Storybook fixtures.    ## Risks - Migration risk: this adds new secret provider tables and extends existing secret rows. The migrations were checked for monotonic ordering and idempotent guards, but reviewers should still inspect upgrade behavior carefully. - Provider risk: AWS support uses direct SigV4 requests. Automated tests cover signing, request timeouts, vault-config selection, namespace guardrails, pending-version archival, sanitized provider errors, and service-level cleanup paths. A real-vault AWS smoke test remains deployment validation for an operator with AWS credentials rather than an unverified merge blocker in this local branch. - UI risk: the Secrets page and import dialog are large new surfaces; screenshots are included above for reviewer inspection. - Verification risk: the full local stable test command hit parallel-load timing failures, although the exact failed files passed when rerun directly. - Operational risk: remote import intentionally avoids plaintext reads; operators must understand that imported external references resolve at runtime and may fail if AWS permissions change. > 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 local shell/tool use in the Paperclip worktree. Exact context-window size was 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 - [ ] 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> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-05-09 18:22:17 -05:00