Commit Graph

992 Commits

Author SHA1 Message Date
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 e50666e4c8 [codex] Move maintainer task skills under .agents (#7658)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The skills layout separates runtime Paperclip skills in `skills/`
from maintainer/agent workflow skills in `.agents/skills/`.
> - Three maintainer workflow skills still lived under root `skills/`,
making them look like runtime skills shipped through the Paperclip skill
path.
> - Root `skills/` is documented as reserved for Paperclip runtime
skills, so these task-oriented maintainer skills belong with the other
`.agents/skills` entries.
> - This pull request moves the three requested skill packages, updates
the direct smoke path, and adds regression coverage for the
maintainer-only skill boundary.
> - The benefit is a cleaner skills boundary without changing skill
contents or runtime behavior.

## Linked Issues or Issue Description

Internal Paperclip issue: PAP-10471.

No public GitHub issue exists for this repository-maintenance change.
Inline feature/enhancement issue description follows the feature request
template fields:

### Problem or motivation

Root `skills/` is documented as reserved for Paperclip runtime skills,
but `terminal-bench-loop`, `paperclip-create-plugin`, and
`diagnose-why-work-stopped` lived there even though they are
maintainer/agent workflow skills.

### Proposed solution

Move those three skill packages to `.agents/skills/`, update the
terminal-bench loop smoke script to read the new local path, and cover
the moved skill names in the existing runtime-skill discovery test
fixture.

### Alternatives considered

Leaving the skills in root `skills/` would preserve direct old paths,
but it keeps blurring the runtime-skill boundary. Moving them into the
app-shipped skills catalog would be the wrong fit because these are
maintainer workflow skills, not bundled company skills.

### Roadmap alignment

This is a small maintenance cleanup around the existing Skills
Manager/workflow-skill organization and does not introduce a
roadmap-level core feature.

## What Changed

- Moved `terminal-bench-loop`, `paperclip-create-plugin`, and
`diagnose-why-work-stopped` into `.agents/skills/`.
- Updated the terminal-bench loop smoke script and skill self-check text
to use `.agents/skills/terminal-bench-loop/SKILL.md`.
- Added regression coverage in
`server/src/__tests__/paperclip-skill-utils.test.ts` that places these
three skills under `.agents/skills` while asserting runtime discovery
still lists only root runtime skills.

## Verification

- `pnpm smoke:terminal-bench-loop-skill --source-issue-id
"$PAPERCLIP_TASK_ID" --run-key PAP-10471-move-skill-path`
- `pnpm exec vitest run
server/src/__tests__/paperclip-skill-utils.test.ts`
- `rg -n
"skills/(terminal-bench-loop|paperclip-create-plugin|diagnose-why-work-stopped)"
. --glob '!node_modules' --glob '!dist' --glob '!ui/dist'` returned no
matches.

## Risks

- Low risk: this is a file-location change plus direct path/test
updates.
- Maintainer agents that referenced the old root paths directly will
need to use `.agents/skills/...` instead.

> 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 shell/tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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
2026-06-06 10:47:59 -05:00
Dotta f09d4231e3 [codex] Add create-issue-interaction-ui maintainer skill (#7659)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue-thread interactions are one of the core ways agents pause for
structured board or user decisions.
> - Adding a new interaction kind currently requires coordinated changes
across shared contracts, server behavior, UI cards, fixtures,
CLI/MCP/plugin SDK helpers, and agent guidance.
> - The checkbox-confirmation rollout established a good end-to-end
pattern, but contributors needed a durable maintainer checklist for
repeating that work.
> - This pull request adds a developer/maintainer skill that captures
that workflow inside the repo under `.agents/skills`.
> - The benefit is a reusable implementation guide for future
interaction-card work without installing that guidance on runtime
Paperclip agents.

## Linked Issues or Issue Description

Paperclip issue: [PAP-10457](/PAP/issues/PAP-10457)

This PR documents the process for adding a new issue-thread interaction
family end-to-end. There is no GitHub issue for this Paperclip-internal
skill addition.

## What Changed

- Added `.agents/skills/create-issue-interaction-ui/SKILL.md` as a
developer/maintainer skill.
- Covered shared contract, server route/service behavior, UI card
wiring, fixtures/Storybook, CLI/MCP/plugin SDK helpers, agent guidance,
invariants, and focused verification.
- Referenced the checkbox-confirmation rollout (`4d5322c82`, PR `#7649`)
as the canonical worked example.

## Verification

- `git diff --check origin/master..HEAD`
- `NODE_ENV=test pnpm exec vitest run
server/src/__tests__/paperclip-skill-utils.test.ts`
- Reviewed the added skill markdown for scope, location, and workflow
completeness.

## Risks

Low risk. This is a documentation/skill-only change under
`.agents/skills`; it does not change runtime code, database schema, API
behavior, or installed production-agent guidance.

> 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 and GitHub CLI tool
access. Exact hosted model variant and context-window size were not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-06-06 10:47:34 -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 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 487361a5cc Merge pull request #7553 from paperclipai/codex/pap-10343-operator-qol-pr
[codex] Group operator QoL fixes
2026-06-05 05:29:56 -10:00
m.seomoon fb28cf38b4 fix(heartbeat): guard Hermes resume session state (#7516)
## Thinking Path

> - Paperclip is a control plane for AI-agent companies
> - Heartbeats reuse adapter session state so agents can continue work
across wakeups
> - Hermes can only resume from full canonical session IDs, not
truncated display IDs
> - #6347 exposed a case where Paperclip could save invalid Hermes
output like `from`, or a shortened display ID, as resumable state
> - This pull request hardens the host-side Hermes resume path so
Paperclip only stores and reuses session IDs that can actually resume
> - The benefit is that Hermes wakeups no longer get stuck retrying bad
saved resume state

## What Changed

- Added Hermes-only validation for canonical session IDs in
`server/src/services/heartbeat.ts`.
- Stopped building Hermes resume params from truncated display IDs such
as `20260601_141558_`.
- For explicit resume-from-run wakeups, pulls the full Hermes session ID
from the run result payload after validation.
- Preserves the previous valid Hermes session state when a run fails,
times out, or is cancelled instead of replacing it with invalid adapter
output like `from`.
- Clears existing Hermes resume state that fails validation.
- Leaves non-Hermes adapter session behavior unchanged.
- Added regression coverage in
`server/src/__tests__/heartbeat-workspace-session.test.ts`.

Addresses #6347.

Supersedes #6351 and covers the full-session resume metadata handoff
from #7280.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-workspace-session.test.ts` — passed, 50 tests.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `git diff --check` — clean.

Full suite did not finish green locally; the failures were outside this
server-only heartbeat path:

- `pnpm test:run`:
  - `@paperclipai/adapter-opencode-local` remote SSH tests timed out.
- `ui/src/pages/Inbox.test.tsx` failed once in `Inbox toolbar > syncs
hover with j/k selection on inbox rows`; the direct file rerun passed.
- `ui/src/components/IssueDocumentAnnotations.test.tsx` failed once in
`auto-opens the panel and focuses the thread when deep-linked`; the
direct file rerun passed.

## Risks

- Low risk: no schema, public API, shared contract, or UI changes.
- If Hermes changes its canonical session ID format, the validation
regex will need to be updated.
- Adapter-side parsing still needs its own fix; this PR prevents
non-resumable adapter output from becoming durable Paperclip resume
state.
- This does not add an immediate same-run retry after `Session not
found`; recovery happens by clearing or preserving durable resume state
for later wakeups.

> 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-5.5 (`openai/gpt-5.5`) via opencode, with repository
read/search tools and local shell/test execution. opencode did not
expose context-window or reasoning-mode details.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used, including exact model ID 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 — targeted checks passed; full `pnpm
test:run` had unrelated local failures disclosed above
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots — N/A, no UI changes
- [x] I have updated relevant documentation to reflect my changes — N/A,
no user-facing docs or commands changed
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-04 22:45:25 -07:00
Dotta 9aa065a38c Make deleted-comment cleanup atomic
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-05 03:56:39 +00:00
Dotta 1afa337841 Address Greptile deleted-comment feedback
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-05 03:43:12 +00:00
Dotta af0c43b205 Address operator QoL review feedback 2026-06-05 03:40:46 +00:00
Dotta 5f481d50f1 Allow inline video attachment previews
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-05 03:28:07 +00:00
Dotta 39e0fba65f Filter issues by plan document 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 f360fcbbb3 Expire confirmations after user comments
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-05 03:28:07 +00:00
Dotta 17fa6fe0fe Add deleted comment regression coverage 2026-06-05 03:20:46 +00:00
Dotta 7f70759e61 Redact deleted issue comments 2026-06-05 03:20:46 +00:00
Dotta 0cca059705 Address catalog review cleanup
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-04 21:10:29 +00:00
Dotta bee2b25f5d Add referenced last30days catalog entry 2026-06-04 20:01:25 +00:00
Aron Prins 1227bb8ead Improve OpenAPI spec coverage and auth metadata (#4579)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Its REST API is the control-plane contract for the board UI, agents,
plugins, and external integrations
> - This branch adds `/api/openapi.json`, which makes the generated
OpenAPI document part of that contract instead of an internal
implementation detail
> - Once the spec is published, it has to match the mounted Express
routes, auth model, and real HTTP behavior closely enough for client
generation and review
> - The existing spec drifted from the live server: it missed mounted
routes, documented a few nonexistent ones, omitted auth semantics, and
normalized response codes too aggressively
> - This pull request makes the generated spec track the real API
surface, exposes security requirements, and adds regression coverage so
drift is caught automatically
> - The benefit is that Paperclip's published API description becomes
trustworthy for integrators, SDK generation, and review without changing
runtime auth enforcement

## What Changed

- Added the OpenAPI endpoint wiring under `server/src/routes/openapi.ts`
so `/api/openapi.json` is generated from the current route-backed
OpenAPI builder.
- Replaced generic request/response bodies with typed schemas where
available so the generated document carries useful structure instead of
opaque blobs.
- Expanded the generated spec to cover the mounted route set, including
access/member flows, CLI auth challenge routes, invite acceptance, issue
thread interaction routes, adapter environment testing, budget policy
routes, resource memberships, secret provider routes, cloud upstream
routes, and `/api/openapi.json` itself.
- Corrected documented path mismatches such as `skills/scan` vs
`skills/scan-projects`, and other route-name/path drift.
- Added security schemes plus operation-level security metadata so
public, authenticated, board-only, and instance-admin endpoints are
distinguishable in the generated contract.
- Fixed reviewed response-code mismatches for create/accept flows and
authz failures, including `201`, `202`, and `403` cases that were
previously flattened away.
- Added `server/src/__tests__/openapi-routes.test.ts` to diff the
generated spec against mounted server routes and assert key
auth/response invariants.
- Hardened the route-drift test after review feedback: it now handles
single/double/template route literals, fails on unlisted route files
that declare router methods, and filters OpenAPI path-item keys to HTTP
methods only.

## Verification

- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Inbox.test.tsx`
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`

Manual notes:
- Confirmed the generated spec now matches the mounted route set in the
focused regression test.
- Confirmed `/api/plugins/install` is marked privileged in the generated
security metadata.
- Confirmed `POST /api/invites/{token}/accept` documents `202`.
- Addressed the Greptile route coverage comments and reran the focused
OpenAPI test, typecheck, and build successfully.

## Risks

- Medium-low risk. The main risk is ongoing spec drift if new routes are
added without updating the OpenAPI builder, but the regression test now
fails on unknown route files that declare router methods.
- The auth metadata is descriptive only; it does not change runtime
enforcement. If reviewers assume this PR hardens server auth behavior,
that would be an incorrect expectation.
- This change increases the amount of hand-maintained OpenAPI mapping in
`server/src/routes/openapi.ts`, so future API additions still need
discipline.

> 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. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in Codex desktop. Exact
internal model variant/version and context-window size are not exposed
in this environment. Tool-enabled coding workflow with terminal
execution, git, and GitHub integration.

## 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 confirmed screenshots are not applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-06-04 09:59:22 -07:00
Doyeon Baek d60f50e4a4 feat(routines): suppress scheduled ticks while project is paused (TON-2139) (#7502)
Fixes #7501

## Thinking Path
Issue checkout already rejects paused projects (`issues.ts` → 409), but
that fires only *after* the routine execution issue exists. Per internal
TON-1102, the pause must be honored earlier — at the scheduler tick — so
no execution issue is ever created while a project is paused. The fix
gates dispatch in `tickScheduledTriggers` on the due routine's
`projects.pausedAt`, while preserving normal cron advancement so resume
does not backfill missed firings.

## What Changed
- `server/src/services/routines.ts`:
- `tickScheduledTriggers` LEFT JOINs `projects` and derives
`projectPaused` from `projects.pausedAt`. Routines with no project are
never suppressed.
- When paused: the tick is still claimed and `routineTriggers.nextRunAt`
advances by a single cron step (catch-up backfill bypassed while paused
— no replay on resume); `recordSuppressedScheduleRun` runs instead of
`dispatchRoutineRun`.
- New `recordSuppressedScheduleRun` inserts one `routine_runs` row
(`source: schedule`, `status: skipped`, `failureReason: paused`,
`linkedIssueId: null`, `completedAt` set), updates routine/trigger
touched state, and logs a `routine.run_skipped` activity entry.
- `nextResultText` gains a `skipped_paused` branch for pause-specific
audit text (does not overload the live-issue `skipped` text).
- `server/src/__tests__/routines-service.test.ts`: focused test proving
all four acceptance criteria (no issue created while paused; one
`skipped`/`paused`/null-link run; `nextRunAt` advanced; normal resume on
a later unpaused tick).

## Verification
```bash
pnpm --filter @paperclipai/server exec tsc --noEmit
npx vitest run server/src/__tests__/routines-service.test.ts
```
- The focused test in `routines-service.test.ts` proves all four
acceptance criteria: no execution issue is created while the project is
paused; exactly one `routine_runs` row is written with `source:
schedule` / `status: skipped` / `failureReason: paused` /
`linkedIssueId: null`; the trigger's `nextRunAt` advances by a single
cron step (missed firings are not backfilled); and a later tick after
the project is unpaused dispatches normally.

## Risks
- Catch-up backfill is intentionally bypassed while paused — missed
firings are **not** replayed on resume (specified no-backfill behavior).
- Scope is deliberately narrow: manual runs, webhook/API triggers,
routine-level paused status, workspace runtime start/stop,
`concurrencyPolicy`, and `catchUpPolicy` (beyond no-backfill) are
untouched.

## Model Used
claude-opus-4-8 (Paperclip CTO heartbeat)

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-04 08:28:26 -07:00
Devin Foley 244a5b8002 fix(plugins): allow agent JWTs to access plugin tool endpoints (supersedes #3272, with regression tests from #5549) (#7480)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Plugin tools are how agents call into plugin-contributed
capabilities (`GET /api/plugins/tools`, `POST
/api/plugins/tools/execute`)
> - Those two routes previously required board-level authentication, so
agent-issued JWTs were rejected — agents couldn't actually use the very
tools the plugin system was built to expose to them
> - Two community PRs (#3272 by @nullEFFORT and #5549 by @aperim-agent)
independently fixed this, but both went stale against master and neither
could be merged as-is
> - This pull request lands #3272's authz-helper approach
(`assertBoardOrAgent`) rebased on current master, and adds the
regression test suite from #5549 adapted to #3272's symbol names
> - The benefit is agents can finally call plugin tools while preserving
the existing board-scoped checks for the rest of the plugin admin
surface

## What Changed

- Adds `assertBoardOrAgent(req)` helper in `server/src/routes/authz.ts`
— accepts either a board user or an agent JWT
- Applies `assertBoardOrAgent` (in place of `assertBoard`) on `GET
/api/plugins/tools` and `POST /api/plugins/tools/execute` so
agent-issued tokens can list and execute plugin tools
- Updates the file-level doc comment on `server/src/routes/plugins.ts`
to note the agent-accessible routes
- Adds `server/src/__tests__/plugin-routes-authz.test.ts` (118 lines, 34
cases) covering: agent JWT can list tools, agent JWT can execute within
its company scope, agent JWT is rejected when `runContext.companyId` is
outside its authenticated scope, agent JWT is rejected when
`runContext.agentId` does not belong to `runContext.companyId`, plus the
existing board/admin paths

## Verification

- \`pnpm vitest run server/src/__tests__/plugin-routes-authz.test.ts\` →
**34/34 passing** locally
- Diff vs master is exactly 3 files: \`authz.ts\` (+6), \`plugins.ts\`
(+5/-3), \`plugin-routes-authz.test.ts\` (+118). No other surfaces
touched.

## Risks

Low risk.

- Authorization is being *widened* on two specific routes (board → board
or agent), not narrowed elsewhere. Every other plugin admin route still
uses \`assertBoard\` / \`assertInstanceAdmin\` /
\`assertBoardOrgAccess\`.
- Agent JWTs already encode \`companyId\` and \`agentId\`; the existing
\`validateToolRunContextScope\` queue still enforces that an agent
cannot execute a tool against a different company or impersonate another
agent. Regression coverage for both is included.
- No schema, migration, or wire-protocol changes.

## Model Used

- Claude (Anthropic), \`claude-opus-4-7\` via Claude Code, extended
thinking enabled, tool use enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots — N/A, server-only change
- [x] I have updated relevant documentation to reflect my changes
(file-level doc comment on \`plugins.ts\`)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

## Provenance / credit

This PR supersedes two community PRs that addressed the same agent-JWT
plugin-tools authz gap:

- **#3272 by @nullEFFORT** — original \`assertBoardOrAgent\` helper and
the two route changes. \`fix: allow agent JWTs to access plugin tool
endpoints\` (commit \`6991380\`) is cherry-picked here with author
attribution preserved.
- **#5549 by @aperim-agent** — regression test suite. Adapted to #3272's
symbol names (\`assertBoardOrAgent\`, three-row
\`validateToolRunContextScope\` queue) and included here.

Both originals went stale against master and could not be force-pushed
to the contributor forks from our OAuth-app-scoped tooling (workflow
files in our \`master\` introduce a \`workflow\` scope requirement on
pushes to those forks). This PR ships the same fix from our own branch
so we can land it without that blocker.

---------

Co-authored-by: Chad <chad@nulleffort.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-04 00:05:02 -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
Ramon-nassa 62863126a3 fix(plugin-tool-dispatcher): propagate pluginDbId so worker.isRunning resolves (#5671)
Fixes #2391
Fixes #3394
Fixes #4094
Fixes #5501
Fixes #5916
Fixes #6215
Fixes #6514

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Plugins extend the platform by registering agent-callable tools
backed by long-running worker processes
> - `PluginToolDispatcher` is the boundary between the HTTP
`/api/plugins/tools/execute` route and `PluginWorkerManager`, which owns
those worker processes
> - `PluginWorkerManager` keys live workers by the plugin's **database
UUID**, but `plugin-loader` was registering tools using only `pluginKey`
— so every tool call did `workerManager.isRunning(pluginKey)` and always
got `false`
> - As a result, every `POST /api/plugins/tools/execute` against a
tool-exposing plugin returned 502 `worker for plugin X is not running`,
even though the worker process was alive (hit in production by
`vexion.council-chat`; `mem0-sync` would be next)
> - This pull request threads the DB UUID through the dispatcher →
registry hop and hardens the contract so omitting the UUID is a
compile-time error, not a silent fallback
> - The benefit is plugin tool execution actually works for any plugin
declaring `manifest.tools[]`, and the type system prevents the same bug
from recurring

## What Changed

- `server/src/services/plugin-loader.ts` — pass in-scope `pluginId` (DB
UUID) as the third argument to `toolDispatcher.registerPluginTools`.
Single-line root fix.
- `server/src/services/plugin-tool-dispatcher.ts` —
`registerPluginTools` now takes `pluginDbId: string` (required, was
optional). JSDoc updated to document the worker-routing contract and why
the optional signature masked the bug.
- `server/src/services/plugin-tool-registry.ts` — `registerPlugin`
throws on missing/empty `pluginDbId` so any new call site that forgets
the UUID fails immediately rather than silently falling back to
`pluginKey`.
- `server/src/__tests__/plugin-tool-dispatcher-pluginDbId.test.ts` — new
focused regression suite covering the activation path, disable→enable
lifecycle, worker re-spawn, and the empty-UUID guard.

## Verification

- `pnpm vitest run
server/src/__tests__/plugin-tool-dispatcher-pluginDbId.test.ts` — 6/6
passing.
- `pnpm vitest run server/src/__tests__/plugin-database.test.ts
server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/plugin-lifecycle-restart.test.ts` — 48/48 passing
on the merge commit.
- `pnpm --filter @paperclipai/server typecheck` — no new errors
introduced by these files.
- Manual repro path:
1. Install a plugin that declares `manifest.tools[]` and uses
`runWorker`.
2. Confirm status `ready` and a live worker (`paperclipai plugin
diagnostics <key>`).
3. `POST /api/plugins/tools/execute` with `{ tool:
"<pluginKey>:<toolName>", parameters, runContext }`.
4. Pre-fix: HTTP 502, `worker for plugin <key> is not running`.
Post-fix: tool dispatches normally.

## Risks

- Low risk. The signature tightening (`pluginDbId?` → `pluginDbId`) is a
back-compatible behavioral fix at the only production call site
(`plugin-loader`), which already had the UUID in scope.
- Test/recovery paths that previously omitted the UUID must now supply
it; the new error message identifies the missing arg explicitly.
- No database migration, no API/schema change, no plugin-author-facing
change.
- The merge commit pulls master into the PR branch additively (no
rebase); reviewers can read the fix commits independently of the merge.

## Model Used

- Provider/model: Anthropic Claude (Opus 4.7, `claude-opus-4-7`) for the
additive merge-conflict resolution, PR description rewrite, and Greptile
follow-up; original fix authored by
[@Ramon-nassa](https://github.com/Ramon-nassa).
- Capabilities used: tool use (file edit, shell, GitHub CLI), extended
thinking off, no code execution by the model.

## 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 — server-only change)
- [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

---

## Original Summary (preserved from contributor)

`plugin-loader` activates plugins and calls

```ts
toolDispatcher.registerPluginTools(pluginKey, manifest)
```

with only two args. `PluginToolDispatcher.registerPluginTools` forwards
them to `registry.registerPlugin(pluginKey, manifest)`. The registry
falls back `pluginDbId ?? pluginKey`, but `PluginWorkerManager` keys
live workers by the DB UUID — so the downstream

```ts
workerManager.isRunning(pluginKey)   // always false
```

causes every `POST /api/plugins/tools/execute` to fail with `worker for
plugin X is not running`, even when the worker process is alive and
healthy. **This hits every plugin that exposes tools** (we hit it in
`vexion.council-chat`; `mem0-sync` would too).

Reported-by: Vexion / Ramon Nassar (vexion.council-chat plugin, MO-068).

---------

Co-authored-by: ramon nassar <ramon@tabs.co>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Devin Foley <devin@devinfoley.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-03 19:13:21 -07:00
Aron Prins 70b1a9109d Improve CLI API parity coverage (#6626)
## Thinking Path

> - Paperclip is a control plane for AI-agent companies, with the CLI
acting as a scriptable operator and agent interface to that control
plane.
> - The REST API surface has grown across companies, agents, issues,
routines, plugins, auth, workspaces, secrets, and operational inspection
commands.
> - The CLI had drifted from that API surface: some commands were
missing, some command shapes differed from docs/reference material, and
several edge cases only failed during end-to-end local-source testing.
> - The local development runbook requires these tests to be disposable
and isolated from a real `~/.paperclip`, `~/.codex`, or `~/.claude`
installation.
> - This pull request adds broad CLI/API parity coverage, fixes the
actionable bugs found during that pass, and records the reproducible
test log under `doc/logs`.
> - The benefit is a more complete, scriptable CLI surface with
regression coverage for the command families exercised by the parity
run.

## What Changed

- Added or expanded CLI command coverage for access/auth, companies,
agents, projects, goals, issues and subresources, routines, plugins,
workspaces, activity/run/cost/dashboard inspection, assets, skills,
secrets, tokens, prompt/wake flows, and local setup helpers.
- Fixed CLI/API parity bugs found during the run, including context
profile patching, issue interaction optional payloads, malformed
tree-hold errors, environment duplicate handling, configure
invalid-section exit codes, worktree pnpm invocation, token agent ID
resolution, plugin tool worker lookup, and routine webhook secret
cleanup.
- Added missing CLI wrappers and route coverage for health/access,
invite resolution URL forwarding, join status normalization, secret
lifecycle commands, LLM docs routes, available-skill isolation, positive
board-claim coverage, and interactive `connect` prompt-flow tests.
- Added a schema-backed `/api/openapi.json` route sufficient for CLI
parity and `paperclipai openapi --json` smoke coverage.
- Added `doc/logs/2026-05-24-cli-api-parity-e2e-log.md` with the
detailed living test/bug log and renamed the log directory from
`doc/bugs` to `doc/logs`.
- Added `doc/plans/2026-05-23-cli-api-parity.md` and the OpenAPI parity
reference used during the pass.

OpenAPI note: this PR intentionally does not try to subsume
`feature/openapi-spec`. The OpenAPI implementation here is schema-backed
and better than the earlier route-inventory stub, but
`feature/openapi-spec` is the fuller/better OpenAPI branch because it
includes exact mounted-route coverage tests and additional current route
coverage. That branch should stay as its own PR and can supersede this
OpenAPI route implementation.

## Verification

Targeted automated checks run:

- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts`
- `pnpm exec vitest run server/src/__tests__/board-claim.test.ts`
- `pnpm exec vitest run cli/src/__tests__/connect.test.ts`
- `pnpm exec vitest run cli/src/__tests__/agent-lifecycle.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-database.test.ts`
- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts`
- `pnpm --dir cli typecheck`
- `pnpm --dir server typecheck`

Manual/local E2E verification:

- Ran the full disposable local-source CLI/API parity pass with isolated
`PAPERCLIP_HOME`, `PAPERCLIP_CONFIG`, `PAPERCLIP_CONTEXT`,
`PAPERCLIP_AUTH_STORE`, `CODEX_HOME`, and `CLAUDE_HOME` under
`tmp/cli-api-parity`.
- Verified `DATABASE_URL` and `DATABASE_MIGRATION_URL` stayed unset for
the scratch server.
- Verified live health and schema-backed OpenAPI responses on
non-default port `3197`.
- Revoked created board/agent tokens and cleaned up temporary plugins,
secrets, non-default environments, and project workspaces.
- See `doc/logs/2026-05-24-cli-api-parity-e2e-log.md` for the full
command-by-command reproduction log.

Not run:

- Full `pnpm test`, `pnpm test:run`, or `pnpm build` were not run after
the entire branch because the branch is broad and the parity pass used
focused test/typecheck verification plus live isolated CLI reruns.

## Risks

- This is a broad PR and touches many CLI command modules, so review
surface is high. The changes are grouped around one theme, but a split
may be easier if maintainers prefer narrower PRs.
- The OpenAPI route in this PR is not the final/best OpenAPI
implementation. `feature/openapi-spec` has stronger exact-route coverage
and should remain the source for the dedicated OpenAPI PR.
- The living log is intentionally detailed and large. It is useful for
reproducibility but adds documentation weight.
- No UI changes are intended; screenshots are not applicable.

> 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 in Codex desktop. Exact served
model/context-window identifier was not exposed in the local app. Work
used shell/Git/GitHub CLI tooling, local source inspection, targeted
test execution, and live isolated Paperclip CLI/API smoke testing.

## 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: Devin Foley <devin@devinfoley.com>
2026-06-02 17:13:29 -07:00
aperim-agent d58a862549 fix(issues): coerce anchor.createdAt to Date before postgres binding (PRO-3144) (#5220)
## Thinking Path

> - Paperclip orchestrates AI agents in a control plane backed by
Postgres + drizzle-orm
> - `listComments` is the cursor-paginated comment listing on the issues
service; the cursor branch uses Drizzle's `gt`/`lt`/`eq` against
`issueComments.createdAt`
> - On postgres.js v3.4.8, passing a `Date` instance through the
comparison helpers triggers `TypeError [ERR_INVALID_ARG_TYPE]: The
"string" argument must be of type string or an instance of Buffer or
ArrayBuffer. Received an instance of Date`
> - The driver's binding path expects a Date constructed via the
standard runtime, but drizzle's `select` returns instances that don't
satisfy that check in this version
> - This PR coerces `anchor.createdAt` through `toISOString()` → `new
Date(...)` so the comparison helpers always receive a binding-safe Date,
then folds in a follow-up that hoists the Date into a single allocation
reused across all four `gt`/`lt`/`eq` call sites
> - The benefit is `listComments` cursor pagination stops 500-ing on Pg
v3.4.8 with one Date allocation per call instead of four, exercised by
both ascending and descending cursor tests

## What Changed

- `server/src/services/issues.ts` — coerce `anchor.createdAt` to a
binding-safe `Date` once and reuse the same instance across all four
cursor comparisons (`gt` / `lt` / `eq`)
- `server/src/__tests__/issues-service.test.ts` — add an
ascending-cursor sibling test so both `gt` and `lt` cursor paths are
exercised; the existing descending test continues to pass

## Verification

```bash
# Both cursor branches
pnpm --filter @paperclipai/server exec vitest run \
  src/__tests__/issues-service.test.ts -t "anchor comment"
# → 2 passed, 41 skipped

# Production smoke
curl -s "$PAPERCLIP_API_URL/api/issues/<issueId>/comments?after=<commentId>&order=asc" \
  -H "Authorization: Bearer $PAPERCLIP_API_KEY"
# Expect: JSON array, no 500 TypeError
```

## Risks

- Low risk. Pure cursor-pagination internals in `listComments`; no
schema, migration, or external contract changes
- Drizzle's `gt`/`lt`/`eq` continue to receive a `Date` for the
timestamp column, producing the same bound parameter as before
- Behavioural surface is exercised by ascending + descending cursor
tests against a real Postgres test database

## Model Used

- Claude Opus 4.7 (`claude-opus-4-7`), no extended-thinking mode, used
for the hoist+test follow-up commit

## Fixes

Closes #2612, Closes #3661, Closes #3830

## 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, backend-only
- [x] I have updated relevant documentation to reflect my changes — n/a,
no docs touched
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Elena Voronova <elena@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@devinfoley.com>
2026-06-02 15:26:59 -07:00
Dotta edeab22c28 Merge pull request #7362 from paperclipai/pap-10195-dev-runner-race
[codex] Fix dev runner snapshot race
2026-06-01 15:34:28 -10:00
Dotta dc58544832 Address dev runner snapshot review feedback 2026-06-01 22:03:51 +00:00
Dotta 8f25ba6381 Add dev runner snapshot race regression test 2026-06-01 21:55:30 +00:00
Dotta 8af359b656 Detect misclassified video attachments
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-01 21:45:27 +00:00
Dotta e080e4686a Move artifact upload details to skill reference
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-31 18:18:48 +00:00
Dotta c4bb68c14b Bundle artifact upload helper with Paperclip skill
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-31 18:17:01 +00:00
Dotta e7cdd0f8c5 Move artifact upload guidance into Paperclip skill
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-31 17:41:14 +00:00
Dotta 04a19cbc6e Address artifact PR review feedback 2026-05-30 20:51:46 +00:00
Dotta bbf77fcb69 Harden issue artifact metadata 2026-05-30 20:41:13 +00:00
Dotta 0bd13c23a9 Add agent artifact upload workflow
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-05-30 20:40:09 +00:00
Dotta 75f88c588c Support video issue attachments 2026-05-30 20:40:09 +00:00
Devin Foley 911a1e8b0d Fix continuation recovery retry streaks by failure cause (#7031)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The recovery subsystem is responsible for keeping assigned work
moving when a live heartbeat run disappears or fails.
> - `continuation_recovery` is the path that re-enqueues stranded
`in_progress` issues after an interrupted continuation attempt.
> - That path recently gained cause-aware retry classes and transient
retry caps, but the streak counter was still aggregating mixed failure
causes into one retry history.
> - That meant a sequence like `timeout -> timeout -> adapter_failed ->
adapter_failed` could escalate as a false `3x adapter_failed` streak
even though the latest cause had only happened twice.
> - This pull request makes continuation retry streaks count only
consecutive failures whose `errorCode` matches the latest run and adds a
regression test for the mixed-cause case.
> - The benefit is that transient retry backoff and escalation now match
the actual current failure cause instead of inheriting stale budget from
unrelated failures.

## What Changed

- Updated `summarizeRecentContinuationRetries(...)` to stop counting as
soon as the continuation failure cause no longer matches the latest
run's `errorCode`.
- Wired the continuation recovery escalation/backoff path to pass the
latest classified `errorCode` into the retry streak summarizer.
- Added a regression test proving mixed-cause continuation failures do
not consume the transient retry cap for a new failure cause.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts`

## Risks

- Low risk. The behavioral change is intentionally narrow, but any
future continuation retry modes that rely on `errorCode = null` will now
be counted as a separate streak bucket and should be kept in mind when
adding new retry classifications.

## Model Used

- OpenAI Codex via Paperclip `codex_local` (GPT-5-based Codex coding
agent; exact backend revision is not surfaced in the runtime), with tool
use, shell execution, and patch application in the local repository.

## 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>
2026-05-29 19:48:59 -07:00
Dotta 5153b01ada [codex] Add Claude model refresh (#6953)
## Thinking Path

> - Paperclip orchestrates AI-agent companies through adapter-backed
local and external runtimes.
> - The agent configuration UI lets operators choose adapter models and
refresh model lists when adapters support live discovery.
> - Codex already had a live refresh path, but Claude Local only exposed
static fallback models and the UI hid the refresh action for Claude.
> - A newly available Claude Opus model should not require a code
release every time the model catalog changes.
> - This pull request adds Anthropic model discovery for Claude Local,
keeps the static fallback current with Claude Opus 4.8, and exposes the
existing refresh button in the Claude Local dropdown.
> - The benefit is that operators can refresh Claude models from the
same model selector flow they already use for Codex.

## What Changed

- Added `claude-opus-4-8` to the Claude Local fallback model list.
- Added Claude model discovery through Anthropic-compatible `GET
/v1/models` when `ANTHROPIC_API_KEY` is available.
- Added normal cache reuse, forced refresh support, a SHA-256-based
API-key fingerprint for cache keys, and warning logging for discovery
errors before fallback.
- Wired `claude_local.refreshModels` into the server adapter registry.
- Enabled the existing `Refresh models` dropdown action for
`claude_local` in `AgentConfigForm`.
- Added tests for Claude fallback, live discovery, API-failure fallback,
forced refresh, and the UI refresh-button gate.

## Verification

- `pnpm exec vitest run server/src/__tests__/adapter-models.test.ts`
- `pnpm exec vitest run ui/src/components/AgentConfigForm.test.ts`
- `pnpm --filter @paperclipai/adapter-claude-local typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- Greptile review reached Confidence Score: 5/5 on commit `b796cf4f1`
with addressed threads resolved.

UI note: the visible change is a conditional action row inside the
existing model dropdown; the regression test covers that `claude_local`
now receives the refresh action.

## Risks

- Low risk. Without `ANTHROPIC_API_KEY`, Claude Local still uses the
static fallback list.
- If Anthropic model discovery fails or times out, Paperclip falls back
to the existing cached or static list.
- Bedrock environments remain on Bedrock-native model IDs.

## Model Used

OpenAI GPT-5 via Codex local coding agent, with repository file access,
shell command execution, git operations, and targeted test/typecheck
verification. Exact context window is 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
2026-05-29 07:03:07 -10:00
Devin Foley 1f70fd9a22 PAPA-430: workspace finalize gates + no-remote-git enforcement (#6969)
## Thinking Path

> - Paperclip orchestrates AI agents across isolated execution
workspaces; the local cwd is the only persistence boundary between runs.
> - Workspace lifecycle (worktree_prepare → execute →
workspace_finalize) and the wake/accept flow are what guarantee that
dependent issues see a consistent worktree.
> - PAPA-380 / PAPA-431 / PAPA-432 / PAPA-440 surfaced three holes in
that contract: silent env reuse across assignees, dependent wakes firing
before finalize, and `issue.interaction.accept` advancing before
finalize landed.
> - PAPA-441 / PAPA-442 then needed to document the "no remote git"
contract and prevent future adapter/runtime code from quietly
reintroducing `git push` as a backdoor sync.
> - This pull request lands those server fixes, the static
`check-no-git-push` enforcement, the AUTHORING.md cross-link, and the
Cody-review follow-ups on the PAPA-430 thread.
> - The benefit is that finalize is a real barrier — board accepts,
dependent wakes, and operator-set env all respect it — and adapter code
can't bypass it via raw `git push`.

## What Changed

- **server (PAPA-380, PAPA-431):** `execution-workspace-policy` refuses
silent env reuse when the assignee's resolved env disagrees with the
workspace it would inherit. The inheritance protection is now scoped to
the actual inheritance signal — explicit issue-level `environmentId` is
honored even when the agent's default env is `null`.
- **server (PAPA-432):** `heartbeat.ts` gates dependent wakes on
`listUnfinalizedExecutionWorkspaceIds`, and writes a
`workspace_finalize` row on the succeeded path. Write failures now
surface instead of being swallowed so dependents aren't silently
stranded behind a missing row.
- **server (PAPA-440):** `issue-thread-interactions.acceptInteraction`
adds a workspace_finalize precondition for `request_confirmation` (not
`suggest_tasks`). Accept returns 409 if finalize hasn't succeeded for
the latest workspace operation.
- **ci (PAPA-442):** new `scripts/check-no-git-push.mjs` static check
scans `packages/adapters/`, `packages/adapter-utils/`, `server/src/`,
and `cli/src/` for any `git push` invocation (string or args-array).
Wired into the `policy` PR job and `test:release-registry`. Operators
can opt in per-call with `// paperclip:allow-git-push: <reason>`.
Release scripts are out of scope by design.
- **docs (PAPA-441):** `AUTHORING.md` documents the no-remote-git
contract and cross-links the static check so adapter authors learn the
rule and the enforcement together.
- **review follow-up (PAPA-430, Cody):** three fixes — env resolver bug,
accept-gate scope (request_confirmation only), and finalize record write
on the succeeded path.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspace-policy.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts` → 33/33
pass
- `node scripts/check-no-git-push.test.mjs` → check covers string form,
args-array form, comment exclusions, and per-line allow-comment.
- Manual: server compiles; the policy job runs the check in <1s before
heavier jobs.

## Risks

- **Behavioral shift in accept:** boards accepting
`request_confirmation` while finalize is in-flight now get 409s. This is
intentional — they can retry — but it changes timing on a hot path.
`suggest_tasks` is unaffected.
- **Workspace policy:** the env-reuse refusal is a new error path.
Issues that previously silently reused an env from a different-assignee
workspace will now fail-loud; the resolver still honors explicit
issue-level `executionWorkspaceSettings.environmentId`.
- **CI rule:** any future legitimate `git push` in scoped dirs must be
marked with the allow-comment, which is the intended ergonomic.

## Model Used

- Claude Opus 4.7 (`claude-opus-4-7`, extended thinking), via Claude
Code in the Paperclip executor adapter.

## 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 — server/CI/docs only)
- [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

Closes related issues: PAPA-430, PAPA-380, PAPA-431, PAPA-432, PAPA-440,
PAPA-441, PAPA-442

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-29 08:25:29 -07:00
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 8da50dbcf8 [codex] Add private browser first-admin claim flow (#6755)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Fresh self-hosted deployments need an operator path before any
invite exists.
> - Umbrel installs are private LAN deployments, so a one-time browser
claim is appropriate only when the deployment is private and unclaimed.
> - Public deployments and installs with active invites must keep the
existing invite-only model so admin creation is not exposed broadly.
> - GitHub PR #2927 established the useful direction, but it needed to
be adapted onto current `master` rather than merged as-is.
> - This pull request adds that adapted private-only claim flow across
server, UI, docs, and regression coverage.
> - The benefit is that a fresh private Umbrel-style install can be
claimed from the browser without weakening public deployment access.

## What Changed

- Added a first-admin claim service and access route support for
one-time admin claim eligibility on private unclaimed deployments.
- Updated the bootstrap/access UI so eligible private installs show a
setup claim path, while public and invited deployments keep invite-first
behavior.
- Added a bootstrap-pending setup UX lab covering claim, invite, public,
and signed-in access states.
- Updated deployment and local development docs for authenticated
private/public behavior and the Umbrel-style claim path.
- Added server and UI regression tests for private claim, public
no-claim, active invite fallback, existing board/no-access flows, and
health exposure reporting.
- Stabilized PR handoff verification by serializing the aggregate server
Vitest workspace run, forcing `NODE_ENV=test`, and relaxing the
heartbeat batching test around legitimate recovery follow-up runs.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm vitest --run
server/src/__tests__/heartbeat-comment-wake-batching.test.ts`
- `pnpm vitest --run
server/src/__tests__/health-dev-server-token.test.ts`
- `pnpm test:run`
- QA validation: PAP-10115 passed browser validation with screenshots
for private fresh install claim, active invite versus claim conflict,
public invite-only/claim-absent behavior, existing invite fallback, and
normal board/no-access flows.
- GitHub closeout: issue #2579 and PR #2927 were updated with the
accepted direction: adapt the implementation, do not direct-merge #2927
as-is.

## Risks

- The claim endpoint must remain private-only and one-time; a regression
here could expose admin creation on public deployments.
- Existing invite behavior must remain intact for public deployments and
installs that already have an active invite.
- The stable Vitest harness now serializes the aggregate server
workspace group; this is slower, but it avoids DB-backed suite
collisions under root workspace mode.

> 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.md checked: this is a scoped deployment bootstrap/access fix
and does not duplicate a listed roadmap project.

## Model Used

- OpenAI GPT-5 Codex via Paperclip `codex_local` for product
engineering, implementation, and verification, with tool-enabled local
code execution. Paperclip QA browser validation was performed in
PAP-10115 by the assigned QA agent; exact adapter model metadata for
that QA run is not exposed in this PR context.

## 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>
2026-05-27 21:15:01 -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