307 Commits

Author	SHA1	Message	Date
Devin Foley	547463d3a2	refactor(environments): make execution environments instance-scoped (#8375) ... ## Thinking Path > - Paperclip is the control plane for AI-agent companies, so execution environment selection has to stay inspectable and predictable across companies, agents, and runs. > - The environment subsystem decides where an agent heartbeat actually runs and how remote sandbox state is realized and restored. > - That subsystem previously mixed company-scoped environment catalogs with issue-level environment stamping, so a reassigned issue could keep executing in the previous assignee's sandbox. > - That behavior breaks the control-plane contract: changing the assignee should change the executing agent/environment path unless there is an explicit current override. > - Fixing it cleanly required more than a narrow patch; the environment model had to move to instance scope with a single inherited default and per-agent override semantics. > - This pull request rewires the schema, server/API surface, runtime resolution, and UI around that model, then adds regression coverage for cross-company inheritance and per-agent isolation. > - The benefit is that environment choice now follows the approved instance/agent configuration path instead of stale issue state, while shared environments only need to be configured once per instance. ## Linked Issues or Issue Description - No directly matching public GitHub issue or PR was found while searching for this refactor. ### What happened? Reassigning work between agents with different execution environments could keep running in the previous sandbox because environment choice was stamped onto the issue and outranked the current assignee. The same subsystem also forced environment catalogs to be duplicated per company even though the underlying execution environments were instance-wide resources. ### Expected behavior Execution should resolve through the current instance and agent configuration path, with one instance-scoped environment catalog, one instance default, optional per-agent override, and no stale issue-level environment authority surviving reassignment. ### Steps to reproduce 1. Configure two agents to use different execution environments. 2. Assign an issue to the first agent so the issue records execution state in that environment. 3. Reassign the same issue to the second agent and run another heartbeat. 4. Observe that the pre-fix runtime can still sync or execute in the original sandbox instead of the second agent's environment. ### Paperclip version or commit Current `master` before this PR. ### Deployment mode Self-hosted server. ### Installation method Built from source (`pnpm dev` / `pnpm build`). ### Agent adapter(s) involved - Claude Code - Not adapter-specific (core bug in environment authority / resolution) ### Database mode External Postgres. ### Access context Both board reassignment and agent heartbeats were involved. ## What Changed - Moved environments and their default selection contract to instance scope in DB/shared types, including the migration that dedupes legacy per-company environments and seeds the instance local default. - Reworked environment CRUD/auth flows to use instance-scoped APIs and added route/service coverage for instance-level environment management. - Changed runtime resolution to prefer `agent default -> instance default -> built-in local`, removed issue-level environment stamping from the active execution path, and isolated sandbox/plugin leases by `(executionWorkspaceId, agentId)`. - Added environment env-var runtime precedence so environment-provided values act as the baseline for agent execution. - Moved the environment UI into instance settings and updated agent configuration surfaces to reflect inherit/override behavior. - Added regression coverage for instance-default inheritance across companies and for the new runtime resolution behavior. - Fixed a rebase-only duplicate `enableTaskWatchdogs` flag regression in instance settings types/validators/services so the branch typechecks cleanly on current `master`. - Updated stale server tests so CI matches the shipped instance-scoped environment contract. ## Verification - `git diff --check` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run server/src/__tests__/environment-runtime-driver-contract.test.ts server/src/__tests__/agent-permissions-routes.test.ts server/src/__tests__/environment-routes.test.ts server/src/__tests__/environment-instance-routes.test.ts server/src/__tests__/execution-workspace-policy.test.ts server/src/__tests__/heartbeat-plugin-environment.test.ts server/src/__tests__/instance-settings-routes.test.ts` ## Risks - The migration changes environment scope and dedupes existing rows, so installs with unusual legacy environment combinations should be reviewed carefully during upgrade. - Remote execution behavior now depends on instance-default inheritance semantics instead of issue-level stamping, so any remaining code paths that still assume issue-scoped environment authority would surface as follow-up bugs. - This PR includes both server/runtime behavior and UI relocation, so reviewers should watch for authorization edge cases around instance settings and environment management. > I checked [`ROADMAP.md`](ROADMAP.md). This work fits the existing Cloud / Sandbox agents direction as a bug-fix/refactor to current behavior, not a new parallel product surface. ## Model Used - OpenAI Codex coding agent in this Paperclip/Codex session; GPT-5-class tool-using model with code execution and shell access. The exact backend model ID is not exposed to the session 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 not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] 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	2026-06-20 09:42:53 -07:00
Dotta	a71c4b6782	[codex] feat(watchdog): add task watchdog control plane (#8339) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task lifecycle and recovery subsystems decide when agent work is still productive, stalled, or ready for review. > - Existing recovery paths can observe stopped or incomplete work, but there was no first-class per-task watchdog model with scoped review permissions. > - Watchdog follow-ups also need strict boundaries so recovery/status-only runs cannot mutate approvals or perform deliverable work. > - This pull request adds the task watchdog data model, API/service layer, scheduler/review flow, adapter wake context, UI configuration surfaces, and docs. > - The branch has been rebased onto current `paperclipai/paperclip` `master`; the watchdog migration is now ordered after master's latest migrations as `0104_issue_watchdogs`. > - The benefit is a more explicit task-review loop that preserves Paperclip's single-assignee and governance invariants while making stalled work easier to route. ## Linked Issues or Issue Description No linked GitHub issue. Paperclip task: [PAP-11275](/PAP/issues/PAP-11275). ## Problem or motivation Task recovery needs a first-class watchdog path that can inspect stopped work and create scoped follow-ups without bypassing normal task ownership. Board/UI users need a way to configure watchdogs on tasks and see watchdog-related live work. Recovery/status-only runs must remain limited to status reporting and must not create approvals, link approvals, or submit approval comments. ## Proposed solution Add a task-watchdog data model, scheduler/classifier, scoped mutation guard, adapter wake context, API/UI configuration surfaces, and documentation so watchdog agents can review stopped task subtrees under explicit boundaries. ## Alternatives considered Reuse the existing recovery-action flow only. That would keep stopped-work detection implicit, make per-task watchdog assignment harder to expose in the UI, and would not provide a durable scoped-review issue for stalled task trees. ## Roadmap alignment This is Paperclip control-plane lifecycle infrastructure for task execution and recovery. I checked `ROADMAP.md`; this PR does not duplicate an existing planned core item. ## What Changed - Added issue watchdog schema, migration, shared contracts, validators, CRUD API, and service support. - Added task watchdog scheduler/classifier behavior, scoped mutation enforcement, adapter wake context, and default watchdog mandate guidance. - Added UI surfaces for configuring watchdogs on new/existing tasks, viewing watchdog activity, and exposing the experimental setting. - Added docs for the user-facing task watchdog workflow and implementation semantics. - Gated new-task watchdog setup behind `enableTaskWatchdogs` and blocked cheap status-only recovery runs from approval mutations. - Rebased onto current `master` and renumbered the idempotent watchdog migration from the branch-local `0102_issue_watchdogs` slot to `0104_issue_watchdogs`. - Addressed Greptile feedback by loading watchdog classifier input with a recursive subtree query and centralizing the watchdog origin-kind constant. - Added and updated focused server/UI tests for watchdog routes, scheduler/classifier behavior, scope boundaries, live task visibility, settings, and new issue dialog behavior. ## Verification - `pnpm vitest run server/src/__tests__/task-watchdogs-scheduler.test.ts server/src/__tests__/task-watchdogs-classifier.test.ts` - `pnpm vitest run server/src/__tests__/approval-routes-idempotency.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts` - `pnpm vitest run ui/src/components/NewIssueDialog.test.tsx` - `pnpm --filter @paperclipai/server typecheck` - `git diff --check` - Verified the PR diff does not include `pnpm-lock.yaml` or `.github/workflows`. ## Risks - Medium risk: this introduces a new task lifecycle surface touching DB schema, server routes/services, adapter wake context, and UI task configuration. - Watchdog scheduling behavior depends on the new experimental setting and runtime context checks behaving consistently across local and production agents. - The watchdog migration is idempotent (`IF NOT EXISTS` / duplicate-object guards) so users who tried the previous branch-local migration number should not get duplicate-object failures. - CI and the second Greptile pass are pending after the latest review-fix push. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-class coding agent in the Paperclip workspace. Exact runtime model id and context window were not exposed to the agent; tool use and local command execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 — N/A per Paperclip task instruction: do not add screenshots/images to this PR unless they are specifically part of the work. - [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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-19 15:38:52 -05:00
Dotta	7069053a1f	[codex] Add ask issue work mode (#8334) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Issue work mode controls how a task starts and how the conversation composer frames the operator's intent. > - Paperclip already supports standard agent execution and planning mode, but there is no lightweight mode for asking a question without immediately implying execution or plan drafting. > - That gap makes low-commitment clarification workflows look like normal task execution. > - This pull request adds an explicit Ask mode and threads it through shared contracts, server heartbeat context, and the issue composer UI. > - The benefit is that operators can create or switch a task into a question-oriented mode while preserving existing agent and planning flows. ## Linked Issues or Issue Description No public GitHub issue exists for this change. Inline feature request follows the repository feature request template. ### Subsystem affected Cross-cutting: `packages/shared`, `server/`, and `ui/`. ### Problem or motivation Issue conversations currently distinguish standard agent work from planning work, but question-first conversations do not have a clear public mode in the shared contract or UI. Operators who want to ask an agent a focused question have to use standard mode, which can imply normal task execution, or planning mode, which asks for a plan rather than an answer. ### Proposed solution Add Ask as a first-class issue work mode. It should be selectable from issue creation and issue chat, cycle alongside Standard and Planning from the keyboard shortcut/menu, appear distinctly in composer styling, and be included in heartbeat context so agents know to answer directly instead of executing or drafting a plan. ### Alternatives considered - Keep using standard mode for questions: rejected because it does not communicate answer-only intent to the agent or the UI. - Reuse planning mode for questions: rejected because planning mode asks for a plan and is semantically different from asking a question. - Add only local UI copy: rejected because the mode needs to be represented in the shared contract and server heartbeat context to be reliable. ### Roadmap alignment This is a focused issue-workflow improvement. `ROADMAP.md` was checked and no duplicate planned core work was found. ### Additional context Related public searches performed before opening this PR: - GitHub PR search for `"ask mode" repo:paperclipai/paperclip` - GitHub issue search for `"ask mode" repo:paperclipai/paperclip` - GitHub PR search for `"work mode" "ask" repo:paperclipai/paperclip` No duplicate PR was found. ## What Changed - Added `ask` to the shared issue work-mode contract and validation coverage. - Included issue work mode in heartbeat context summaries so agents can see standard, planning, and ask state. - Added Ask mode metadata, styling, composer tone handling, and selection/cycling behavior in the issue chat/new issue UI. - Updated focused tests for shared validators, heartbeat context, and affected UI work-mode flows. ## Verification - `NODE_ENV=test pnpm exec vitest run ui/src/components/ChatComposer.test.tsx ui/src/components/IssueChatThread.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/lib/work-mode-meta.test.ts` - `NODE_ENV=test pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/heartbeat-context-summary.test.ts server/src/__tests__/issues-service.test.ts ui/src/components/ChatComposer.test.tsx ui/src/components/IssueChatThread.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/lib/work-mode-meta.test.ts ui/src/pages/IssueDetail.test.tsx` The broader targeted command passed 8 test files / 245 tests. Visual reference for Standard/Planning/Ask composer states: https://gist.github.com/cryppadotta/714d8590bac55500a65e7e16de5bb4b8 It emitted an expected warning from an existing server test fixture about a missing run-log fixture while verifying derived issue comment metadata. ## Risks Low to moderate risk. This adds a new enum value that crosses shared, server, and UI contracts. Existing standard and planning modes are preserved, but any downstream code assuming only two non-terminal work modes may need to handle `ask`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex coding agent in Paperclip CodexCoder mode, with shell, git, GitHub connector, and local test execution tools. Context window and exact hosted model snapshot are 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 not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`, `feat/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] 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>	2026-06-19 13:06:04 -05:00
Devin Foley	fc95699fde	fix(server): enforce agent secret binding sync across lifecycle flows (#8307) ... ## Thinking Path > - Paperclip is the control plane people use to create, configure, and run AI agents for work. > - This change sits in the server-side agent lifecycle and secret-binding subsystem, where adapter config `env` entries can reference company secrets. > - An incident (while trying to configure a Novita sandbox) showed that an agent can reach a broken runtime state if `adapterConfig.env` contains `secret_ref` entries but the matching `company_secret_bindings` rows are missing. > - The immediate run-path guard and error-surfacing work made the failure diagnosable, but they did not fully prevent new broken agents from being created. > - The risk came from create and approval flows being responsible for remembering to sync bindings at each call site, which is easy to miss as new flows are added. > - This pull request moves the invariant into `agentService` create/update/activate paths, keeps the existing hire-flow fix, and adds regression coverage for create, update, and legacy pending-approval recovery. > - The benefit is that agent secret binding integrity is enforced closer to the data mutation point, so future callers inherit the protection automatically. ## Linked Issues or Issue Description Refs #8309 ### What happened? A Paperclip agent could persist `adapterConfig.env` `secret_ref` entries without matching agent-scoped `company_secret_bindings` rows. When that happened, the config UI could still look configured, but the real run path failed pre-dispatch because the secret was not actually bound to that agent. ### Expected behavior Every normal agent create, config-update, and pending-approval activation flow should leave the agent with secret bindings that match its persisted secret-ref env config. ### Steps to reproduce 1. Create or activate an agent through a flow that persists `adapterConfig.env` secret refs without synchronizing `company_secret_bindings`. 2. Observe that the config state can still appear populated. 3. Start a run for that agent. 4. Observe that pre-dispatch binding validation fails because the secret reference exists but the agent binding does not. ### Deployment mode Local dev (`pnpm dev`) ### Installation method Built from source (`pnpm dev` / `pnpm build`) ### Agent adapter(s) involved - Claude Code - Not adapter-specific (core bug) ### Database mode Embedded PGlite / embedded local dev database flow ### Access context Board (human operator) created or approved the agent; agent runtime later consumed the config. ### Additional context This PR focuses on preventing new broken states from normal service flows and on backfilling the covered legacy pending-approval activation path. ## What Changed - Kept the existing branch-local hire-flow fix that synchronized bindings for route and approval paths. - Moved the binding integrity invariant into `agentService.create()`, `agentService.update()` when `adapterConfig` changes, and `agentService.activatePendingApproval()`. - Added `server/src/__tests__/agents-service-secret-bindings.test.ts` covering create-time sync, update-time resync, and backfill for legacy pending-approval agents. - Removed now-redundant route-layer and approval-layer binding sync calls once the service layer became authoritative. - Simplified the affected unit tests so route/approval tests no longer assert service-owned binding writes directly. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm exec vitest run server/src/__tests__/agents-service-secret-bindings.test.ts server/src/__tests__/approvals-service.test.ts server/src/__tests__/agent-skills-routes.test.ts` ## Risks - Low to medium risk. - This changes where secret-binding synchronization is enforced, so any unexpected caller that relied on upper-layer manual sync behavior could behave differently. - Agent create/update/activation flows now perform binding synchronization consistently, which adds binding-table writes at those mutation points. - This PR does not retroactively scan and heal every already-broken historical agent row; it prevents and backfills through the covered service flows. > 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 Codex class model via `codex_local` - Session model family: GPT-5 Codex - Tool-assisted coding with shell, git, HTTP, and local test execution - Reasoning mode: medium interactive tool-use 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 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>	2026-06-18 21:26:36 -07:00
dependabot[bot]	6f142a60ce	build(deps-dev): bump @types/node from 22.19.11 to 22.19.21 (#7748) ... Bumps [@types/node](https://github.com/DefinitelyTyped/DefinitelyTyped/tree/HEAD/types/node) from 22.19.11 to 22.19.21. <details> <summary>Commits</summary> <ul> <li>See full diff in <a href="https://github.com/DefinitelyTyped/DefinitelyTyped/commits/HEAD/types/node">compare view</a></li> </ul> </details> <br /> Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2026-06-18 15:46:06 -07:00
MrBob	5f16efb3d0	fix: parse YAML block scalar skill descriptions (#5046) ... ## Thinking Path > - Paperclip is the open source control plane teams use to manage AI agents for work. > - Company skills are imported from `SKILL.md` files and rely on YAML frontmatter to describe what each skill does. > - Multi-line descriptions commonly use YAML block scalars (`>` and `|`), but the broken parser path behind #4989 reduced those descriptions to a literal `>` or `|`. > - The earliest contributor fix for that bug was PR #5046, so this branch keeps that PR as the canonical merge target instead of replacing it. > - Follow-up work from #5071 and #8258 was then transplanted onto this earlier branch so the final PR preserves contributor credit while still shipping the strongest complete fix. > - The resulting change fixes block-scalar parsing in the shared frontmatter path, aligns server company-skill imports with that shared parser, and prevents already-stale stored markers from rendering as junk in the UI. ## Linked Issues or Issue Description - Fixes #4989 - Refs #2863 - Refs #788 - Related superseded PRs: #5071, #8258 ## What Changed - Kept the original PR #5046 server-side company-skill fix and regression coverage as the base branch history. - Added the missing YAML chomping and indicator hardening explored further in #5071. - Moved frontmatter parsing to the shared parser path so `packages/shared`, `packages/skills-catalog`, and server company-skill imports stay aligned. - Added UI summary sanitization and fallback handling so stale stored `>` / `|` values no longer render as visible junk in company-skill cards. - Added regression coverage for shared frontmatter parsing, skills-catalog parsing, company-skill imports, and stale-summary fallback behavior. ## Verification - Passed locally: `pnpm exec vitest run packages/shared/src/frontmatter.test.ts packages/skills-catalog/src/frontmatter.test.ts server/src/__tests__/company-skills.test.ts ui/src/lib/company-skill-summary.test.ts` - Passed locally: `pnpm --filter @paperclipai/shared typecheck` - Passed locally: `pnpm --filter @paperclipai/skills-catalog typecheck` - Not fully runnable in this worktree: `pnpm --filter @paperclipai/server typecheck` currently fails in `packages/plugins/sdk` before reaching server code because local workspace `node_modules` type deps are missing (`TS2688` for `node` / `react`). - GitHub Actions / PR checks are rerunning on PR #5046 head `005290b7557725abf748d00f36dd24ea0d919aba`. ## Risks - Medium-low risk: the fix now touches shared parser code, server company-skill imports, and UI fallback display rather than only the server import path. - The parser is still intentionally narrower than a full YAML implementation; this change focuses on block-scalar correctness and the stale-description rendering path relevant to #4989 / #2863. - This branch intentionally supersedes narrower overlapping work from #5071 and duplicate work from #8258 once the survivor PR is green. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex / GPT-5-based coding agent with local shell and code-editing tools 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 searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] 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: Devin Foley <devin@paperclip.ing>	2026-06-18 12:01:11 -07:00
Devin Foley	4c26b984a7	fix(routines): detect variables when underscores are markdown-escaped (#8056) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Routines let users templatize titles and instructions with `{{name}}` placeholders that get prompted for at run time > - A user reported that `{{pr_url}}` typed into a routine description was never detected as a variable, while camelCase placeholders worked > - Root cause: the routine description is edited via MDXEditor (WYSIWYG markdown). On save its serializer (`mdast-util-to-markdown`) defensively escapes intraword underscores, so a user-typed `{{pr_url}}` is stored as `{{pr\_url}}`. The variable matcher only accepted `[A-Za-z0-9_]` inside the placeholder, so the backslash broke the match and the variable was silently dropped > - This PR widens the matcher to tolerate `\_` and unescapes it back to `_` on capture, in both extraction and interpolation, so a single name is detected and resolved regardless of whether the source markdown was hand-typed or round-tripped through a WYSIWYG editor > - The benefit is that snake_case placeholders behave the same in the routine UI and the executor, removing a silent failure mode ## Linked Issues or Issue Description Refs PAPA-771 — "Fix example for variable_name". Initially scoped as a docs-copy fix (change the example to camelCase), but investigation showed the underlying bug was that the parser could not see the variable when it was authored as `{{pr_url}}` in a WYSIWYG-edited description. This PR addresses the bug directly so snake_case names work as users expect. (Supersedes the now-closed PR #8054 — same commit, fresh branch so the diff is visible.) ## What Changed - `packages/shared/src/routine-variables.ts`: - Widened the `ROUTINE_VARIABLE_MATCHER` regex to accept `\_` inside placeholder names (in addition to `[A-Za-z0-9_]`) - Added `unescapeRoutineVariableName` and applied it on capture in both `extractRoutineVariableNames` and `interpolateRoutineTemplate`, so the looked-up variable name is normalized regardless of the markdown escape - `packages/shared/src/routine-variables.test.ts`: - Added tests covering plain snake_case (`{{pr_url}}`), markdown-escaped (`{{pr\_url}}`), multi-underscore (`{{pr\_url\_v2}}`), sync-with-template, and interpolation ## Verification - `pnpm --filter @paperclipai/shared exec vitest run routine-variables` → 13 passed (4 new), confirming both plain and escaped underscore placeholders are detected and interpolated as the same variable name - Reproduced the root cause out-of-band with `mdast-util-from-markdown` + `mdast-util-to-markdown` to confirm the editor's serializer is the source of the `\_` escape ## Risks - Low. Change is confined to `packages/shared/src/routine-variables.ts`; the regex is strictly more permissive in a tightly bounded way (only `\_` is newly allowed) and the captured name is normalized. `isValidRoutineVariableName` is unchanged, so stored names are still strict identifiers. ## Model Used - Claude (Anthropic), `claude-opus-4-7` (Opus 4.7), via Claude Code ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above — only my own closed #8054 supersedes/duplicates this one. Open PRs touching `routine-variables.ts` (#7184, #7186, #6993, #7187) are all for unrelated concerns (server-side PATCH persistence, GH#6525) - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass — `routine-variables` suite passes (13/13) - [x] I have added or updated tests where applicable — 4 new tests covering snake_case + escaped forms - [ ] If this change affects the UI, I have included before/after screenshots — no UI change in this PR - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green — pending CI re-run after the push for the Greptile blank-line nit - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups — initial review was 5/5; the one P2 (missing blank line) is addressed in the latest push - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-12 13:02:12 -07:00
scotttong	6f9801a46b	feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The first-run experience (onboarding wizard) and the chat surfaces (conference-room/board chat, task threads, composers) are the product's front door — they decide whether a new operator understands "hire agents, give them work, review results" in the first five minutes > - Today those surfaces feel ticket-y and form-like: the wizard is a static multi-step form that ends in an anticlimactic "Launch" screen, the task composer and board chat behave differently from each other, and agent-feed issue quicklooks misbehave (multiple flyouts open at once, cards jump on hover) > - We wanted to iterate toward a conversational, team-centric NUX — but without risking the workflows of everyone already running Paperclip > - This PR reworks the NUX behind a new default-OFF `enableConferenceRoomChat` experimental flag: a capsule-motif onboarding wizard that builds your team as you answer, a conference-room chat surface, one shared ChatComposer across surfaces, brand-accurate status chips, and feed-quicklook fixes — with the pre-existing UI fork-and-frozen as `*Classic` components that flag-OFF users keep > - The benefit is a complete, testable modern NUX that anyone can opt into from Settings → Experimental, with zero default behavior change and a clean path to either graduate or drop the experiment ## Linked Issues or Issue Description No pre-existing GitHub issue — feature description per `feature_request.yml`: - **Problem / motivation:** Paperclip's onboarding wizard and chat surfaces grew up as separate ticket-centric forms. New users get a form-filling experience rather than the feeling of standing up a team; the board chat and task threads use different composers with different affordances; the agent feed's issue quicklook can stack multiple popovers and shifts cards on hover. - **Proposed solution:** A coherent NUX experiment behind one experimental flag (`enableConferenceRoomChat`, Settings → Experimental, default OFF): capsule onboarding wizard with an evolving team capsule, conference-room chat, unified `ChatComposer`, team-centric copy, brand status chips, quicklook single-flight fix. Flag-OFF users get the exact pre-experiment UI via frozen `*Classic` forks, verified by an on/off parity test matrix. - **Alternatives considered:** (a) incremental unflagged restyling — rejected: the changes interlock across surfaces and would drip risk into every release; (b) a separate app shell / route for the new NUX — rejected: too much divergence, the flag + classic-fork pattern keeps the diff reviewable and reversible. - **Roadmap alignment:** `ROADMAP.md` lists **CEO Chat** ("a lighter-weight way to talk to leadership agents... should still resolve to real work objects"). This experiment is groundwork in that direction (conference-room chat resolves to issues/tasks via the same composer used in task threads) and does not change the core task-and-comments model. Related PRs found in the dedup search (same area, none duplicate this work — they target the classic wizard, which this PR intentionally leaves intact and mergeable): - #5385 — Coach-driven onboarding: conversational entry + agent-companies package import - #5378 — Onboarding wizard: reusable adapter picker + probe card - #6636 — ui(onboarding): friendly error surface + retry for the wizard - #7005 — fix(onboarding): explicitly await first-task wake - #2616 — fix: restore workspace directory config in onboarding wizard ## What Changed - **Experimental flag plumbing** — `enableConferenceRoomChat` in shared types/validators, server instance-settings service + API, Settings → Experimental card with explicit enable/disable copy - **Onboarding wizard** — classic wizard forked and frozen (`OnboardingWizardClassic`); flag-ON variant is a 5-step capsule wizard with a persistent evolving `AgentCapsule` (gradient/glow motif), team-centric reframed copy, and a typing-dots intro (hardened with fake-timer tests) - **Conference-room chat** — flag-ON board-chat surface with agent bubble name/icon headers and copy/vote/timestamp action rows (`AgentBubbleActionRow`) - **Unified composer** — shared `ChatComposer` adopted across surfaces; translucent surface + scroll-mask removal; "Agent mode"/"Plan mode" relabels; no-assignee confirmation `AlertDialog` (new `ui/alert-dialog.tsx` primitive); `@task` reference picker + linkification in mentions - **Agent feed** — single-flight issue-quicklook store (one popover at a time), flyouts open to the left, removed hover translate-y jitter - **Status chips** — brand-accurate task status chips behind the flag (light/dark, 1px borders per paperclip.ing/brand) - **Tests** — flag on/off parity matrix across IssueDetail, NewIssueDialog, Sidebar, wizard, gate components; component tests for all new pieces - **Merge with `master`** — one conflict in `ui/src/components/IssueChatThread.tsx`, resolved by keeping master's new `AssigneeChip`/`HandoffWakeRow`/`RunStatusBadge` components inside the flag-gated metadata-row chrome (details in commit `21a5642a`); post-merge fixes: vitest 4 mock typing in `MarkdownEditor.test.tsx`, flag hook made safe for provider-less mounts (master's new isolated component tests) - **Branch hygiene** — internal design wireframes/mockups stripped before the PR (they live in the Paperclip issue threads) - No user-facing documentation changes required: the flag is intentionally experimental and self-described in the Settings card; no existing docs reference the affected surfaces ## Verification - `pnpm run typecheck` — green across the workspace (ui, server, shared, plugins) - Full UI suite (`vitest run` in `ui/`, clean worktree at this HEAD): **1593/1595 passing, 223/224 files** — the 2 remaining failures are in `src/components/artifacts/ArtifactCard.test.tsx` and **fail identically on pristine `origin/master`** (pre-existing upstream, unrelated to this branch) - Full server suite (`vitest run` in `server/`, same clean worktree): results in PR checks; flag plumbing covered by instance-settings tests - Targeted post-merge resolution check: `IssueChatThread`, `IssueChatThreadSystemNotice`, `IssueDetail`, `Sidebar`, `ConferenceRoomChatGate`, `OnboardingWizardVariant`, `NewIssueDialog`, `InstanceExperimentalSettings`, `MarkdownEditor` — 172/172 passing - Manual walkthrough: flag OFF (default) → onboarding wizard, task thread, board chat, composer all render the classic UI; flag ON via Settings → Experimental → capsule wizard, conference-room chat, unified composer, status chips active - Screenshots: see below **Flag on/off screenshots** (committed on this branch under `screenshots/PR-8000-*`): | Surface | Flag OFF (classic, default) | Flag ON (experimental) | | --- | --- | --- | | Settings → Experimental |  |  | | Task thread |  |  | | Home / nav |  |  | | Conference Room (flag-ON only surface) | — |  | Capsule onboarding wizard walkthrough screenshots (flag ON) are attached to the Paperclip design/implementation threads; the wizard requires a fresh instance so it is captured via the e2e harness (`tests/e2e/nux-phase4-screenshots.spec.ts`). ## Risks - **Large surface, but gated:** all new behavior sits behind `enableConferenceRoomChat`, default OFF; flag-OFF rendering is locked by frozen `*Classic` forks plus an on/off parity test suite - **Classic forks are frozen at the fork point (`e3aada1d`):** master features added to the live thread component after that point (assignee handoff chips, run status badge, composer mention coach) render in the flag-ON path; the flag-OFF task thread keeps the fork-point behavior until the experiment graduates (forks deleted) or is dropped (forks restored as canonical). Called out for reviewer attention. - **Merge-conflict resolution in `IssueChatThread.tsx`** (commit `21a5642a`) deserves reviewer eyes: master's new handoff/run-status components were kept; the base toast-style no-assignee flow remains replaced by the AlertDialog flow introduced on this branch - Schema/server changes are additive (one optional boolean instance setting); no migrations of existing data ## Model Used - Claude (Anthropic) via Claude Code running in the Paperclip agent harness (agent: ClaudeCoder) - Branch implemented across multiple agent sessions on Claude Opus-class models with extended thinking + tool use (file edits, shell, Playwright screenshots); merge/PR session model ID as reported by the harness: `claude-fable-5` (Claude Code CLI) - All code was agent-authored and board-reviewed through Paperclip issue threads (plans, wireframes, confirmations) before merging ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes (none required — experimental flag, self-documenting Settings card; noted above) - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16 gates SUCCESS, incl. e2e and all 4 serialized-suite shards) - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1 findings fixed + confirmed resolved; both summary notes addressed in `8af3041a`) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-11 16:32:55 -05:00
Dotta	1413729a06	Build the Skills Store (#7990) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents increasingly depend on reusable skills, so the control plane needs a first-class way to browse, inspect, install, version, and attach those skills. > - The old skills surface was mostly operational plumbing; it did not give operators a store-like discovery flow, canonical detail URLs, rich source/version context, or creation paths. > - The backend also needed stronger contracts around company skill metadata, versions, install counts, runtime materialization, and adapter skill preferences. > - This pull request builds the Skills Store foundation across DB, shared contracts, server routes/services, UI, and Storybook. > - The benefit is a more inspectable, operator-friendly skill workflow that still preserves company-scoped control-plane boundaries and agent runtime behavior. ## Linked Issues or Issue Description No GitHub issue exists for this Paperclip work item. Paperclip task refs: PAP-10846 and PAP-10921. Feature request: Paperclip operators need a single Skills Store experience where company skills can be discovered, inspected, created, versioned, installed, and attached to agents without relying on scattered operational screens or implicit runtime state. Related PR search: - Searched GitHub for `Skills Store`, `company skills`, and `skill detail`. - Found several open skills-related PRs such as #7809 and #4409, but no duplicate PR for this end-to-end Skills Store branch. ## What Changed - Added the Skills Store backend foundation: company skill schema fields, migrations, shared types/validators, and expanded server skill routes/services. - Added skill discovery, category navigation, canonical skill detail routes, tabs, source attribution, version snapshots/diffs, install count backfill, and creation flows. - Updated agent skill preference handling so version selections survive runtime mention injection and runtime skill materialization honors pinned versions. - Preserved unversioned skill assignments as live/current selections instead of silently pinning them to the current version at assignment time. - Added focused regression coverage for company skill routes/services, route helpers, UI behavior, skill version diffs, and runtime skill version pins. - Added Storybook coverage for Skills Store discovery/detail states and updated the main layout navigation. - Addressed Greptile findings around version creation races, soft-deleted comments, fork metadata scoping, GitHub skill directory fallback, runtime snapshot materialization, shared runtime skill-selection helpers, and version-assignment semantics. ## Verification - `pnpm exec vitest run server/src/__tests__/heartbeat-project-env.test.ts server/src/__tests__/heartbeat-runtime-skills.test.ts` - `pnpm exec vitest run packages/shared/src/validators/company-skill.test.ts` - `pnpm exec vitest run server/src/__tests__/company-portability.test.ts server/src/__tests__/company-skills-service.test.ts` - `pnpm exec vitest run cli/src/__tests__/company-import-export-e2e.test.ts` - `pnpm exec vitest run server/src/__tests__/agent-skills-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills-routes.test.ts server/src/__tests__/heartbeat-runtime-skills.test.ts` - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts` - `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx -t "edits existing custom assignee model options from the properties pane"` - `pnpm --filter @paperclipai/server typecheck` - GitHub checks are green on `0823957a2`: Build, Canary Dry Run, General tests, Typecheck + Release Registry, serialized server suites, e2e, policy/review, Socket, Snyk, and aggregate `verify`. - Greptile Review succeeded on `0823957a2` with `40 files reviewed, 0 comments added`; GitHub unresolved review threads: 0. Not run in this heartbeat: - Browser screenshot capture for the UI changes. This PR intentionally omits screenshots per the Paperclip task direction not to add design screenshots/images. ## Risks - Broad feature branch touching DB, shared contracts, server, and UI; reviewers should still scan merge conflicts carefully if `master` moves again before landing. - Skill version/runtime behavior is sensitive: pinned skill versions must stay pinned while default selections should continue following the current version. - UI polish should get normal reviewer/browser attention before merge because this PR includes a large Skills Store surface and screenshots were intentionally omitted. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-based coding agent with tool use and local command execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots (intentionally omitted per PAP-10921 direction) - [ ] 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>	2026-06-11 14:02:09 -05:00
Jannes Stubbemann	4ad94d0bde	feat(server): kubernetes execution integration for sandbox-provider plugins (stage 2/3) (#7938) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The execution subsystem runs those agents in environments (local, ssh, sandbox), and sandbox-provider plugins let an environment materialize per-run sandboxes > - Stage 1 (#5790) contributed a first-party Kubernetes sandbox-provider plugin, but the server core has no way to adopt it operationally: no per-run adapter selection, no way to force an instance onto sandboxed execution, no declarative adapter/model configuration, and the plugin must be installed by hand > - Without this, a multi-tenant or security-conscious deployment cannot guarantee that agent runs never execute on the host, and a single environment cannot serve agents with different harnesses > - This pull request adds the server + SDK integration: per-run adapterType on the lease protocol, an env-gated forced-Kubernetes execution policy with provisioning and a per-run allowlist guard, a declarative adapter registry and model list, in-cluster env passthrough for sandbox plugin workers, fail-safe auto-install of the bundled plugin, and the matching UI affordance > - The benefit is that sandbox-provider plugins become fully usable for Kubernetes execution: operators configure everything via environment variables and GitOps, while self-hosters who set none of the variables see exactly the behavior they have today ## Linked Issues or Issue Description Refs #5790 (stage 1 of 3: the Kubernetes sandbox-provider plugin package). No existing issue. Feature description: the server core lacks the integration seams to operate a sandbox-provider plugin as the mandatory execution path of an instance. This PR is stage 2 of 3 of the staged Kubernetes contribution; stage 3 will contribute the agent runtime images and their build pipeline. ## What Changed One line per piece: - `packages/plugins/sdk/protocol.ts`: optional `adapterType` on `PluginEnvironmentAcquireLeaseParams` so a provider can select the runtime image per run; existing providers simply ignore it - `server/services/environment-runtime.ts` + `environment-run-orchestrator.ts`: thread the agent's adapter type into both lease-acquiring drivers, including the heartbeat path (the two call sites have historically drifted, hence the pinned test) - `server/services/environments.ts`: `ensureKubernetesEnvironment` / `findKubernetesEnvironment`, an idempotent managed Kubernetes environment per company, identified by a metadata marker and refreshed (not recreated) on config change; `timeoutMs` rides on the config for slow cold-start leases - `server/services/execution-allowlist.ts`: pure (driver, provider, policy) -> allow/deny guard; `executionMode=kubernetes` only allows the kubernetes sandbox provider - `server/services/execution-policy-bootstrap.ts` + startup hook in `server/index.ts`: parse `PAPERCLIP_EXECUTION_MODE` / `PAPERCLIP_K8S_*`, persist `executionMode` into instance general settings, and provision the managed environment for every company; fails loud on misconfiguration - `server/services/heartbeat.ts`: when the policy forces Kubernetes, pin run selection to the managed environment (also overriding any persisted workspace environment id), refuse to fall back to local, and re-check the actually acquired environment against the allowlist as defense in depth - `server/services/adapter-registry-bootstrap.ts` + shared `AdapterRegistryEntry` type/validator: declarative `PAPERCLIP_ADAPTERS` registry (inline JSON or file) that reconciles adapter availability at startup and rides on the Kubernetes environment config - `server/services/adapter-models-env.ts` + `adapters/registry.ts`: `PAPERCLIP_ADAPTER_MODELS` lets an operator declare picker model lists the server cannot CLI-discover - `server/services/plugin-loader.ts`: pass `KUBERNETES_SERVICE_HOST/PORT(_HTTPS)` through to plugin workers that register environment drivers, so in-cluster API clients can be constructed; all other host env stays stripped - `server/app.ts`: fail-safe auto-install of the bundled kubernetes plugin at boot; no-ops when the bundle is absent and never blocks startup on error - `packages/shared` types/validators: `InstanceExecutionMode` on general settings (optional, strict schema) - `ui/lib/forced-kubernetes-environment.ts` + `AgentConfigForm`: when the policy is active, show a read-only Kubernetes environment instead of the environment picker and default new agents onto the managed environment - Tests for every new module plus the adapterType pin in `heartbeat-plugin-environment` and the managed-environment lifecycle in `environment-service` Everything is gated: with `PAPERCLIP_EXECUTION_MODE`, `PAPERCLIP_ADAPTERS`, and `PAPERCLIP_ADAPTER_MODELS` unset (and no bundled plugin present), every code path reduces to current behavior. The per-run `adapterType` is an optional SDK parameter that existing providers ignore. ## Verification - `cd server && npx tsc --noEmit`: clean (0 errors); `ui` typecheck also clean - Targeted suites all green (11 files, 90 tests): `npx vitest run server/src/__tests__/heartbeat-plugin-environment.test.ts server/src/__tests__/environment-service.test.ts server/src/__tests__/environment-runtime.test.ts server/src/__tests__/environment-run-orchestrator.test.ts server/src/__tests__/plugin-database.test.ts server/src/services/execution-policy-bootstrap.test.ts server/src/services/execution-allowlist.test.ts server/src/services/adapter-registry-bootstrap.test.ts server/src/services/adapter-registry-bootstrap.reconcile.test.ts server/src/services/adapter-models-env.test.ts packages/shared/src/validators/adapter-registry.test.ts` - `npx vitest run ui/src/components/AgentConfigForm.test.ts`: green (6 tests) - Full `npx vitest run server/src/__tests__`: 2323 passed, 1 skipped; the only failures (heartbeat-process-recovery pid-retry, workspace-runtime symbolic-ref/git tests) reproduce identically on pristine `master` in the same environment, so they are machine-environment issues unrelated to this change; `server-startup-feedback-export` needed its `services/index.js` mock extended with the new export and is green - This integration has been running in production on a hosted multi-tenant deployment, where it executes agent runs across five different harnesses through the stage 1 plugin ## Risks - Low for existing deployments: every behavior is env-gated and the defaults preserve current semantics; the auto-install block is wrapped fail-safe and skips silently when the plugin bundle is absent - `executionMode` is a new optional field on a strict zod schema; absent input normalizes exactly as before - The forced policy intentionally fails runs loudly (rather than falling back to local) when no managed Kubernetes environment exists; this only affects instances that explicitly set `PAPERCLIP_EXECUTION_MODE=kubernetes` ## Model Used Claude Opus 4.8 (claude-opus-4-8, 1M context), extended thinking, agentic tool use via Claude Code. ## UI screenshots The UI change is a new read-only "Execution" section in `AgentConfigForm`, shown only when the instance execution policy forces Kubernetes (`executionMode=kubernetes`); there is no "before" state for it (the section did not exist, and instances without the forced policy render the existing picker unchanged). Captured from the new Storybook stories added in this PR (`Product/Agent Management`): Managed Kubernetes environment present (read-only display, no local/SSH picker):  No managed environment available yet (warning notice, no silent local fallback):  ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-06-10 21:09:02 -07:00
Dotta	468edd8b22	Add workspace file viewer and artifact links (#7681) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent work is issue-centered, and reviewers often need to inspect files, artifacts, and path references produced during that work. > - Before this branch, workspace-relative paths and artifact file references were not first-class inspectable objects in the board UI. > - Safe file viewing needs shared resource contracts, server-side workspace boundary checks, and UI that opens files without exposing arbitrary host paths. > - The workspace file viewer branch needed to stay as one active PR and be rebased onto current `paperclipai/paperclip:master` for review. > - This pull request adds the workspace file resource API, issue-page file viewer and browser, markdown file-reference links, and artifact file chips. > - The benefit is that board users can inspect relevant files from issue context while preserving workspace boundaries and auditability. ## Linked Issues or Issue Description No public GitHub issue exists for this branch. Internal Paperclip issues: `PAP-1953`, `PAP-10539`, `PAP-10733`. Problem / motivation: - Board users need to open workspace-relative files mentioned by agents or attached as work-product metadata without switching to a terminal. - The UI needs to support both direct file-path opening and workspace browsing/searching from an issue page. - The server must enforce company access, workspace boundaries, size limits, rate limits, and safe audit logging. Related PR: - Prior closed attempt: #4442 - Single active PR for this branch: #7681 ## What Changed - Added shared workspace file resource types, validators, and workspace-file `resourceRef` metadata validation for work products. - Added server routes/services for resolving, listing, and previewing workspace-relative files with access checks, scan caps, list-specific limits, and audit logging. - Added the issue file viewer provider, sheet, workspace browser, command-palette action, markdown workspace-file autolinks, and artifact file chips. - Updated issue workspace UI and stories/tests for file browsing and workspace file opening. - Rebased the branch onto current `paperclipai/paperclip:master` and updated the existing single PR branch. - Addressed current-head Greptile follow-ups by applying `offset` consistently across search/recent/changed file listings, restoring stopped-service port ownership checks before auto-port reuse, and stabilizing the workspace browser pagination test. ## Verification Current local verification after rebase to `public/master`: - `pnpm exec vitest run packages/shared/src/work-product.test.ts server/src/__tests__/file-resources.test.ts server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts server/src/__tests__/workspace-runtime.test.ts ui/src/components/FileViewerSheet.test.tsx ui/src/components/FileViewerSheet.copy.test.tsx ui/src/components/WorkspaceFileBrowser.test.tsx ui/src/components/WorkspaceFileMarkdownBody.test.tsx ui/src/context/FileViewerContext.test.ts ui/src/lib/remark-workspace-file-refs.test.ts ui/src/lib/workspace-file-parser.test.ts ui/src/components/IssueWorkspaceCard.test.tsx` - 13 files passed, 197 tests passed. - `pnpm -r --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` - passed. - `pnpm exec vitest run ui/src/components/WorkspaceFileBrowser.test.tsx` - 1 file passed, 25 tests passed. - `pnpm exec vitest run server/src/__tests__/file-resources.test.ts server/src/__tests__/workspace-runtime.test.ts` - 2 files passed, 90 tests passed. - `pnpm -r --filter @paperclipai/server typecheck` - passed. - Confirmed branch is `0` behind and `46` ahead of current `public/master` after rebase and follow-up commits. - Confirmed the PR diff does not include `pnpm-lock.yaml`. - Confirmed the PR diff does not include `.github/workflows` changes. - Searched GitHub for duplicate or related workspace file viewer PRs/issues; #4442 is the prior closed attempt and this PR is the single active PR for the branch. - No screenshots were committed; the task explicitly asked not to add design screenshots or images unless they were part of the work. Current remote verification on head `a698a7bc10137baf7d25bd5722e1d6e0343387c1`: - Greptile Review - success, 64 files reviewed, 0 comments added, no unresolved Greptile review threads. - PR workflow `verify` - success. - Typecheck + Release Registry, General tests, workspace test shards, serialized server suites, Build, Canary Dry Run, e2e, Socket, and Snyk - success. - `security-review` - neutral, with output saying a draft advisory was filed for maintainer review and is not a merge block. - `commitperclip PR Review / review` - cancelled after the security gate detected flags and timed out while creating/reviewing the advisory. I reran it once and it cancelled the same way; no actionable code/test failure was exposed in the job logs. ## Risks - This is a broad UI/server feature PR, so review needs to pay attention to route authorization, workspace boundary handling, and markdown autolink false positives. - Workspace browsing intentionally caps list results and scan depth; very large workspaces may require users to refine search terms. - Remote workspace preview remains unavailable until remote file-access support is implemented. - The neutral commitperclip security-review advisory needs maintainer review, but the check output says it is not a merge block. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected - check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent in a Paperclip/Codex local tool-use environment, medium reasoning, with shell/GitHub CLI tool use for branch inspection, verification, rebase, PR update, Greptile review, and CI inspection. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>	2026-06-09 17:17:43 -05:00
Dotta	76c88e5855	[codex] Move instance settings under company settings (#7680) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators manage both company-scoped configuration and instance-level runtime/admin settings from the board UI > - Instance settings previously lived as their own top-level sidebar area, separate from the company settings context operators already use > - That split made settings navigation feel heavier and made instance configuration less discoverable from the settings tab > - This pull request moves instance settings under company settings while preserving the existing instance settings routes and plugin/admin surfaces > - The benefit is a smaller primary sidebar and a more coherent settings hierarchy for operators ## Linked Issues or Issue Description - Refs #338 - Internal: PAP-10491, PAP-10538 ## What Changed - Moved instance settings navigation under the company settings area. - Added route helpers and sidebar entries for nested instance settings paths. - Updated plugin/admin settings routes to use the company settings instance scope. - Preserved legacy instance-settings bookmarks through compatibility redirects that keep the active company prefix. - Updated focused UI and plugin tests for the new navigation shape. - Stabilized the process-loss retry test that was failing the serialized server shard in CI. - Rebased the branch onto current `paperclipai/paperclip` `master` and pushed the current head. ## Verification - `pnpm exec vitest run ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx ui/src/lib/instance-settings.test.ts ui/src/components/InstanceSidebar.test.tsx ui/src/components/Layout.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts packages/shared/src/validators/plugin.test.ts` - `pnpm exec vitest run ui/src/lib/instance-settings.test.ts ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx ui/src/components/Layout.test.tsx ui/src/plugins/bridge.test.ts` - `pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts -t "queues exactly one retry when the recorded local pid is dead"` - `pnpm test:run:serialized -- --shard-index 0 --shard-count 4` - GitHub PR checks are green on head `fe7b0955169dcae55cbe10889c1876a70ab0b80c`, including `verify`, `General tests (server)`, all serialized server shards, build, e2e, policy, security checks, and Greptile. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Medium UI/navigation risk: instance settings links are intentionally moving under company settings, so stale external bookmarks to legacy paths rely on the compatibility routing in this branch. - Low test-only risk from the CI stabilization commit: it makes the recovery assertion select the actual retry run by `retryOfRunId` instead of whichever non-original run appears first. - No database migrations. - No dependency lockfile or workflow changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell/tool execution in a local repository worktree. Exact context window was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-07 17:23:53 -05:00
Dotta	2d1b531a49	[codex] Add clear-error agent action (#7695) ... ## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work. > - Agent runtime state is surfaced in both the server API and the board UI so operators can tell whether an agent is idle, running, paused, or in error. > - When an agent is already in `error`, the existing pause/resume action slot is not useful because there is no running work to pause. > - Operators need a direct, audited recovery path that clears the stale error state only for agents in the same company. > - This pull request adds a company-scoped clear-error mutation, exposes the shared API contract, and wires the board action cluster to show Clear error in the pause/resume slot for errored agents. > - The benefit is that operators can recover CEO/CTO-style errored agents without resorting to database edits or unrelated session reset actions. ## Linked Issues or Issue Description Refs #4021 Paperclip issue: PAP-10515 — right now the CEO and CTO agents are in error state, but there is no way to clear the error; they appear otherwise fine. ## What Changed - Added shared constants, API path, and agent status type support for a company-scoped clear-error action. - Added the server service and route to clear an agent from `error` back to `idle`, with company access enforcement and activity logging. - Added OpenAPI/docs coverage for the clear-error endpoint. - Added backend coverage for service behavior and cross-tenant authorization. - Updated the board agent action cluster to show a red-tinted Clear error button only when `agent.status === "error"`. - Updated agent properties to show a red active last-error indicator only while the agent is currently errored. - Added UI component tests for the error-state action and the non-error pause/resume behavior. ## Verification Local: - `pnpm exec vitest run server/src/__tests__/agents-service-clear-error.test.ts server/src/__tests__/agent-cross-tenant-authz-routes.test.ts ui/src/components/AgentActionButtons.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` PR checks: - Main Paperclip workflow is green on `a7378e584d50594e7bd507a1a02985bfaaa5abf8`. - Greptile is 5/5 with no files requiring special attention and no new comments on the latest review. - `commitperclip PR Review` is still red because its security-gate step canceled after filing a draft advisory; the linked `security-review` check is neutral and says the draft advisory is not a merge block. Visual artifact: -  ## Risks Low to medium risk. The mutation is intentionally narrow, but reviewers should check that clearing `lastError`/`lastRunError` and returning to `idle` is the desired recovery semantics for every adapter state. The remaining red check is from the external commitperclip security-review workflow, not from the code/test workflow for this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-family coding model, tool-assisted with local shell, git, GitHub CLI, and targeted Vitest execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-06-07 10:33:29 -05:00
Dotta	71a8464fee	[codex] prevent invalid agents from receiving assignments and runs (#7663) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The control plane owns agent lifecycle, issue assignment, routine dispatch, heartbeat wakeups, and recovery paths > - Terminated, paused, pending-approval, or otherwise invalid agents should not receive new work or new execution attempts > - The old behavior left eligibility checks spread across routes and services, so assignment and run paths could drift apart > - This pull request centralizes agent lifecycle eligibility and applies it consistently to assignment, invocation, routines, recovery, and UI affordances > - The benefit is safer autonomy: terminated agents stay paused, invalid org-chain agents are surfaced, and active agents keep receiving valid work ## Linked Issues or Issue Description Refs #5103 Related: #1864 Bug fix context: - What happened: agent assignment and heartbeat/run paths did not share one eligibility contract, so invalid lifecycle states could still be considered in some paths. - Expected behavior: terminated agents must never receive new assignments or heartbeat runs, and paused or otherwise invalid agents should be treated as non-invokable consistently. - Steps to reproduce: create or select an agent in an invalid lifecycle state, then attempt assignment, routine dispatch, or heartbeat/recovery wake paths. - Paperclip version/commit: fixed on top of `paperclipai/paperclip` `master` at the PR base. - Deployment mode: applies to the server control plane in local and authenticated deployments. ## What Changed - Added shared agent lifecycle eligibility helpers and exported the related shared types. - Centralized server-side assignability and invokability checks for issue assignment, agent routes, heartbeat dispatch, routines, recovery, and liveness logic. - Hardened issue assignment so invalid assignees are rejected instead of queued for work. - Hardened heartbeat/routine/recovery paths so terminated and otherwise invalid agents are not woken for new runs. - Updated board UI affordances to disable invalid agent actions and surface org-chain warnings where relevant. - Added targeted shared, server, and UI tests for the new eligibility behavior. ## Verification - `pnpm exec vitest run packages/shared/src/agent-eligibility.test.ts server/src/__tests__/agent-invokability.test.ts server/src/__tests__/heartbeat-archived-company-guard.test.ts server/src/__tests__/issue-liveness.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/routines-service.test.ts ui/src/lib/company-members.test.ts ui/src/pages/Agents.test.tsx` — 8 files, 144 tests passed. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` — passed. - Checked the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. - Checked `ROADMAP.md`; this is a targeted control-plane safety fix and does not duplicate a planned core feature. - Searched GitHub for duplicate or related PRs/issues; closest related items are linked above. - CI and Greptile verification are pending on the opened PR and will be followed up before requesting merge. ## Risks Low to moderate risk. The intended behavioral shift is that invalid agents are refused earlier and more consistently, which could expose existing data with paused, pending, terminated, or broken org-chain assignees. The added tests cover the critical assignment, heartbeat, routine, recovery, shared helper, and UI paths. No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex via the Paperclip `codex_local` adapter, with shell/git/GitHub CLI tool use. Reasoning mode and context window are managed by the adapter runtime and not exposed in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots (not applicable: no design screenshots requested; UI behavior is covered by tests) - [x] I have updated relevant documentation to reflect my changes (not applicable: no user-facing command or schema docs changed) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green (pending CI) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending Greptile) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-06 12:45:57 -05:00
Dotta	d8e1004551	PAP-10440: group artifacts by task stacks (#7654) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The artifacts surface is where board users inspect files, media, and documents produced by agents. > - Grouped artifact stacks make that surface easier to scan by task, but the first pass still made grouping feel secondary to media filters. > - The follow-up request was to make grouping the default and give the grouping control the same icon-only outline treatment used on the issues page. > - This pull request keeps the existing artifact grouping API/UI, then polishes the artifacts toolbar state and Storybook review coverage. > - The benefit is that `/artifacts` now opens in the task-stack view by default while preserving explicit flat-mode filtering via `groupBy=none`. ## Linked Issues or Issue Description No public GitHub issue exists for this internal Paperclip task. ### Subsystem affected ui/ — React + Vite board UI. ### Problem or motivation The `/artifacts` grouping affordance was visually placed after the media filters, rendered as a text button, and defaulted to a flat artifact list. Internal follow-up `PAP-10465` requested the grouping icon move left of the filters, become an icon-only outlined button like `/issues`, and make Task grouping the default. ### Proposed solution Default `/artifacts` to grouped Task stacks, keep explicit flat mode available as `groupBy=none`, move the grouping control before the media chips, and restyle it as the shared icon-only outline button pattern. ### Alternatives considered Leaving flat mode as the implicit default was rejected because it does not satisfy the follow-up. Keeping a text label on the grouping trigger was rejected because `/issues` already established the icon-only outline pattern for this class of toolbar control. ### Roadmap alignment This aligns with the `Artifacts & Work Products` roadmap item by making generated outputs easier to inspect and operate from the board UI. ## What Changed - Defaulted the `/artifacts` page to `groupBy=task` when no grouping URL param is present, while keeping explicit flat mode available with `groupBy=none`. - Moved the group control before the media filter chips and changed it to an icon-only outlined button using the shared `Button` pattern. - Updated artifact page tests to cover default Task grouping, explicit flat mode, trigger ordering, and icon-only outline metadata. - Updated the artifact Storybook story so its toolbar mock matches the production ordering and grouped Task is documented as the default mode. ## Verification - `pnpm exec vitest run ui/src/pages/Artifacts.test.tsx ui/src/components/artifacts/ArtifactGroupCard.test.tsx` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check` — passed. - QA visual validation from internal follow-up PAP-10466 passed desktop/mobile scenarios. Screenshot evidence attached there: - Desktop default: http://paperclip-dev:3100/api/attachments/bc81305d-f5de-485c-abeb-9e7c3d9d8539/content - Desktop toolbar close-up: http://paperclip-dev:3100/api/attachments/3375a62b-2110-48f3-bafa-ea98c00f99f7/content - Mobile default: http://paperclip-dev:3100/api/attachments/bfc5642e-9248-431e-9bac-36284dec1c89/content - Mobile toolbar close-up: http://paperclip-dev:3100/api/attachments/ca79401a-5ba8-464d-bc6e-aeffd47fe695/content - GitHub PR checks on head `431964c8b` — passed, including Greptile 5/5. ## Risks Low to medium risk. The main behavior shift is intentional: `/artifacts` now queries grouped Task stacks by default. Existing flat mode remains available through the grouping menu and explicit `groupBy=none` URLs. ## Model Used OpenAI Codex, GPT-5.4 class coding model in this Paperclip heartbeat environment, with shell, git, test, and GitHub CLI tool use. Context window managed by the Codex runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-06 10:22:47 -05:00
Dotta	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
Devin Foley	20aea356cc	refactor(deps-dev): bump vitest from 3.2.4 to 4.1.8 (#7581) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Test infrastructure across server, ui, packages/* runs on Vitest > - Dependabot opened a narrow bump (3.2.4 → 3.2.6), but the wider workspace is on 3.2.4 and the major-version bridge to v4 needs a coordinated change set across configs and tests > - Staying on 3.x indefinitely leaves us behind on Vitest 4 (perf, pool, and config improvements) and forces repeated patch-only dependabot churn > - This pull request upgrades Vitest to 4.1.8 across the workspace, updates `server/vitest.config.ts` and `scripts/run-vitest-stable.mjs` for the new API, and adjusts two UI tests for the new assertion semantics > - The benefit is a single, coherent Vitest 4 upgrade that supersedes #7570 and gets us on the supported major line ## What Changed - Bump `vitest` from `3.2.4` to `4.1.8` across root, `server`, `ui`, and all `packages/*` (including plugin examples and sandbox providers) - Update `server/vitest.config.ts` for Vitest 4 config surface - Update `scripts/run-vitest-stable.mjs` to match the new runner behavior - Adjust `ui/src/components/CommentThread.test.tsx` and `ui/src/components/MarkdownEditor.test.tsx` for Vitest 4 matcher/timing semantics - Refresh `pnpm-lock.yaml` ## Verification - `pnpm install` resolves cleanly with the new lockfile - `pnpm -w -r test` (server, ui, packages) runs under Vitest 4.1.8 ## Risks - Major-version Vitest bump: behavioral changes in pools, fake timers, and matcher strictness can surface flake. Test config and the two UI tests were updated to match v4 semantics; broader test runs should be watched on CI before merge. - Supersedes dependabot PR #7570 (3.2.4 → 3.2.6); that PR should be closed. ## Model Used - Claude (Anthropic) — `claude-opus-4-7`, extended thinking, 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 - [ ] I have run tests locally and they pass - [ ] 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 Closes #7570	2026-06-05 21:11:32 -07:00
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	4afe5ab7cb	Add other answers to issue questions	2026-06-05 03:28:07 +00:00
Dotta	7f70759e61	Redact deleted issue comments	2026-06-05 03:20:46 +00:00
Dotta	bee2b25f5d	Add referenced last30days catalog entry	2026-06-04 20:01:25 +00:00
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
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
Dotta	bbf77fcb69	Harden issue artifact metadata	2026-05-30 20:41:13 +00:00
Dotta	75f88c588c	Support video issue attachments	2026-05-30 20:40:09 +00:00
Devin Foley	aea35fe695	exe.dev config UX: advanced-options disclosure, form-default fix, SSH key handling (PAPA-407) (#7025) ... ## Thinking Path > - Paperclip orchestrates AI agents and provisions sandboxed execution environments for them; one of those provisioners is the exe.dev plugin, which runs each agent inside a long-lived VM reached over SSH. > - The instance-config form for that plugin is rendered generically by `JsonSchemaForm` from the plugin's `instanceConfigSchema`, so any UX problem with the form is split between the shared form component and the plugin's schema/runtime code. > - Users coming in cold hit a 12-field flat config they couldn't reason about (PAPA-407), a form that silently submitted `cpu: 0` for untouched optional fields (PAPA-407 root cause), a `sshPrivateKey` textarea that truncated RSA-4096 keys at 4096 chars (PAPA-449), a save flow that accepted clearly-malformed keys and only blew up at lease time with raw SSH stderr (PAPA-450, PAPA-451), and a manifest that didn't distinguish "essential" from "advanced" knobs (PAPA-410 / PAPA-411 — duplicate sub-issues with identical scope; PAPA-418 reconciliation kept PAPA-410 canonical). > - These problems all point at the same surface (exe.dev sandbox config) and are tightly coupled in code — PAPA-449/450/451 patch fields that PAPA-410/411 introduce — so they get reviewed together. > - This pull request lands the shared-form changes (advanced-options disclosure, optional-scalar defaults) and the exe.dev-specific changes (manifest restructure, longer `maxLength`, stderr translation, save-time key validation) as five focused commits stacked on `master`. > - The benefit is a config form that defaults to the two fields a new user actually needs (API key + SSH private key) with a collapsible disclosure for the rest, no silent truncation or zero-default submissions, and SSH key problems surfaced at save time with actionable messages instead of cryptic post-provision failures. ## What Changed - **JsonSchemaForm advanced-options disclosure** (PAPA-410, PAPA-411 — same scope, see note above): adds `x-paperclip-advanced` / `x-paperclip-group` schema annotations and renders flagged fields behind a collapsible "Advanced options" disclosure that auto-opens when a hidden field has a validation error. Exe.dev manifest is restructured to use the new annotations, so essentials (`apiKey`, `sshPrivateKey`) show by default while the long tail of optional knobs is grouped under "SSH access" / "VM resources" / "More options" headings. - **Omit optional scalar defaults** (PAPA-407): `getDefaultForSchema` no longer materialises `0` / `""` for optional `number`/`integer`/`string`/`secret-ref` fields without an explicit `default`. Object recursion drops properties whose default is `undefined`. Fields that declare a `default` (e.g. `sshPort: 22`) still round-trip. Adds a regression test against `getDefaultValues`. - **Raise `sshPrivateKey` `maxLength`** (PAPA-449): bumps the exe.dev manifest cap from 4096 to 8192 so RSA-4096 OpenSSH private keys (which can exceed 4 KB with comments/metadata) aren't silently truncated at submit. - **Translate `invalid format` SSH stderr** (PAPA-450): `formatSshFailure` now recognises `Load key … invalid format` in combined stderr/stdout and returns a specific message naming the key-format problem ("isn't an OpenSSH/PEM private key — confirm the secret starts with `-----BEGIN … PRIVATE KEY-----` and isn't the `.pub` or a PuTTY `.ppk` export") instead of dumping the raw stderr. - **Save-time SSH key validation** (PAPA-451): `onEnvironmentValidateConfig` inline-parses `sshPrivateKey` and rejects common failure modes — pasted public keys, PuTTY `.ppk` format, missing `-----END-----` footer, non-base64 body — so the form surfaces an inline error before any VM is provisioned. Secret-ref bindings (UUIDs) are still passed through unchanged. ## Verification CI gates (`pnpm typecheck`, `pnpm test`, the targeted vitest suites below) all pass. Run locally: ```bash # Shared form pnpm --filter @paperclipai/ui exec vitest run src/components/JsonSchemaForm # 9 tests pass — includes the new "omits optional scalar fields" regression # and the three advanced-options-disclosure tests. # exe.dev plugin cd packages/plugins/sandbox-providers/exe-dev && pnpm test # 32 tests pass — includes the new sshPrivateKey-validation cases # and the new "invalid format" stderr-translation case. ``` Manual smoke (after reinstalling the plugin so the DB manifest refreshes): 1. Open the exe.dev environment config page. **Default view shows API Key + SSH Private Key only**, with an "Advanced options" disclosure for everything else (PAPA-410 / PAPA-411). 2. Paste a `.pub` file's contents into SSH Private Key, click Save. **Inline error** rejecting the wrong-format key (PAPA-451). 3. Re-paste a valid OpenSSH/PEM private key longer than 4096 bytes — saves cleanly (PAPA-449). 4. Save the form with everything optional left blank — server no longer rejects with `"cpu must be greater than 0 when provided"` (PAPA-407). 5. Force a bad key through via a stored secret-ref binding and lease a VM — failure message names the key-format problem instead of dumping raw SSH stderr (PAPA-450). ## Risks - **PAPA-410 / PAPA-411 manifest restructure** is the largest surface here. Schemas using `x-paperclip-*` extensions are forward-compatible with stricter JSON Schema validators (extensions are ignored by default), and the form gracefully renders a flat layout when no field opts in. - **PAPA-407** changes form-default behaviour: optional scalar fields that previously round-tripped as `""` / `0` will now be `undefined` and absent from the submitted payload. Downstream consumers that expected the empty-string/zero shape need to treat the field as optional. Spot-checked the existing exe.dev driver — it already uses `parseOptionalString` / `parseOptionalInteger`, which treat missing fields as `null` rather than `0`/`""`. - **PAPA-451** adds a save-time check, so a previously-saved-but-malformed `sshPrivateKey` raw value will now fail to re-save. Bound secret-refs are unaffected, matching how the user reaches the bad-key state today (via the secrets picker). - **PAPA-449** simply raises a cap; no semantic risk. - **PAPA-450** only kicks in on the "invalid format" code path; existing onboarding-marker branch is untouched. ## Model Used - Provider: Anthropic - Model: Claude Opus 4.7 (`claude-opus-4-7`) - Capabilities used: code reading, code editing, test execution, git/PR mechanics, Paperclip API for issue coordination ## Checklist - [x] PR body sections present (Thinking Path, What Changed, Verification, Risks, Model Used, Checklist) - [x] Unit tests added for the new behaviours (JsonSchemaForm default-value omission + advanced disclosure; exe.dev plugin validation + stderr translation) - [x] Existing tests still pass locally (`vitest run` on both packages) - [x] No raw secrets, IP addresses, or machine-local config in commits or PR body - [x] Commits are atomic per linked issue (PAPA-410 / PAPA-411, PAPA-407, PAPA-449, PAPA-450, PAPA-451) - [x] Branch is up-to-date with `origin/master` --------- Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-29 18:19:37 -07:00
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	b7545823be	[codex] Add document annotations and comments (#6733) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through issues, documents, runs, and durable company-scoped state. > - Issue documents are where agents and operators capture plans, handoffs, and work products. > - Before this change, document collaboration could only happen through whole-document edits and detached issue comments. > - Inline document annotations need stable anchors, revision-aware persistence, and UI affordances that do not break existing document editing. > - This pull request adds company-scoped document annotation threads, comments, anchor snapshots, API routes, and board UI. > - The benefit is that operators and agents can discuss specific document passages without losing context as documents evolve. ## What Changed - Added document annotation tables, schema exports, shared types, validators, anchor hashing, and text-anchor helpers. - Added server-side document annotation services and issue routes for listing, creating, commenting, resolving, and reopening annotation threads. - Included annotation summaries in relevant issue document reads and backup/recovery document workspace behavior. - Added React UI for inline document highlights, comment panels, mobile sheet behavior, deep-link focus, and resolved/open filtering. - Added annotation design artifacts, Storybook coverage, screenshots, and a screenshot helper script. - Rebased the branch onto current `paperclipai/paperclip` `master` and renumbered the annotation migration from `0085_old_swarm` to `0091_old_swarm`; the SQL uses `IF NOT EXISTS` guards so environments that previously applied the old migration number can safely apply the new one. - Adjusted the new annotation UI tests to use a local async flush helper because this workspace's React 19.2.4 export does not expose `React.act`. ## Verification - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/document-anchors.test.ts server/src/__tests__/document-annotation-routes.test.ts server/src/__tests__/document-annotations-service.test.ts ui/src/components/DocumentAnnotationLayer.test.tsx ui/src/components/IssueDocumentAnnotations.test.tsx ui/src/lib/document-annotation-hash.test.ts ui/src/lib/document-annotation-selection.test.ts` - Confirmed `git diff --check` passes. - Confirmed no `pnpm-lock.yaml` or `.github/workflows/*` files are included in the PR diff. ## Risks - Medium risk: this adds new persisted annotation tables and routes across db/shared/server/ui. - Migration risk is reduced by moving the branch migration to `0091_old_swarm` after upstream `0090_resource_memberships` and keeping the SQL idempotent for old `0085_old_swarm` adopters. - UI risk is mostly around text range anchoring and panel positioning across long documents, folded content, and mobile layouts; the PR includes focused unit coverage and design screenshots. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-using software engineering mode. Context window size is not exposed in this Paperclip runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-26 06:41:23 -07:00
Dotta	9aea3e3d35	[codex] Add resource membership controls (#6677) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, projects, agents, and board-visible workflows. > - The board sidebar and project list are the daily navigation surface for that control plane. > - Users need to keep all projects and agents accessible while hiding resources they have intentionally left from their own sidebar. > - That requires user-scoped resource membership state backed by company-scoped API and database contracts. > - The branch also needed to preserve HTTP worktree login sessions and keep the project list easier to scan after membership grouping. > - This pull request adds resource membership controls, sidebar leave actions, grouped/sortable project listings, and focused tests. > - The benefit is a cleaner personal workspace view without weakening company-scoped access to the underlying project or agent detail pages. ## What Changed - Added `project_memberships` and `agent_memberships` tables with API/shared/server contracts for current-user join/leave state. - Renumbered the membership migration to `0090_resource_memberships` after rebasing onto current `master`, and made it idempotent for anyone who had applied the old branch-local `0087` migration. - Added project and agent sidebar leave actions, plus list filtering that waits for membership state before hiding resources. - Added grouped project listing, project sorting controls, and reserved row subtitle height for cleaner scanning. - Fixed HTTP auth cookie security handling so HTTP worktree sessions can persist. - Updated focused server and UI tests for the new membership, sidebar, project list, and auth behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/better-auth.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/pages/Projects.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/MembershipAction.test.tsx ui/src/components/EntityRow.test.tsx` - Confirmed the branch is rebased on current `origin/master`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Migration safety: low to medium. The migration now uses `IF NOT EXISTS` / guarded constraints and is numbered after current master migrations, but it should still get CI coverage against fresh databases. - UI behavior: low. Left resources are hidden from sidebar only after membership state loads; direct detail access remains available. - Auth behavior: low. Cookie security is relaxed only for HTTP/private local-style origins where secure cookies would prevent login persistence. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex coding agent, tool-enabled shell/git workflow, context window not exposed by runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Screenshot note: no browser screenshots were captured in this heartbeat; the UI changes are covered by focused component tests above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-25 13:12:41 -05:00
Dotta	ece8a51e22	[codex] Bundle local branch fixes from PAP-10032 (#6604) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - This branch accumulated multiple already-tested control-plane, adapter runtime, invite, workspace, plugin, and UI quality fixes on the primary Paperclip checkout. > - `origin/master` advanced while those commits were still local, so the branch needed to be preserved and reconciled before review. > - Splitting the branch commit-by-commit against the new base produced overlapping conflicts with recently merged upstream PRs. > - This pull request keeps the remaining branch as one standalone PR because the final diff is 38 files after removing screenshot artifacts, under Greptile's 100-file cap, and can be merged independently after review. > - The benefit is that none of the local work is lost, the branch is now based on current `origin/master`, and reviewers can evaluate the reconciled changes in one place. ## What Changed - Merged the local accumulated branch with current `origin/master` and resolved the invite-flow overlaps from the newer upstream companies query helper. - Preserved the local fixes for invite existing-member behavior, invite link copy fallback, reusable workspace selection, worktree auth, static SPA fallback, markdown wrapping, plugin slot registration, cloud upstream UX/server polish, project sorting, and related tests. - Removed screenshot artifacts from the PR per review request. - Kept the PR under the requested file limit: 38 files changed, with no `pnpm-lock.yaml` or `.github/workflows/*` changes. ## Verification - `NODE_ENV=test pnpm exec vitest run ui/src/pages/CompanyInvites.test.tsx ui/src/pages/InviteLanding.test.tsx ui/src/pages/Projects.test.tsx ui/src/plugins/slots.test.ts ui/src/components/MarkdownBody.test.tsx server/src/__tests__/invite-accept-existing-member.test.ts server/src/__tests__/static-index-html.test.ts server/src/__tests__/execution-workspaces-service.test.ts server/src/__tests__/better-auth.test.ts server/src/__tests__/worktree-config.test.ts` - `NODE_ENV=test pnpm --filter @paperclipai/ui typecheck` - `NODE_ENV=test pnpm --filter @paperclipai/server typecheck` - Confirmed `git diff --name-only origin/master...HEAD | wc -l` is `38`. - Confirmed no PR diff entries match `pnpm-lock.yaml`, `.github/workflows/*`, or `screenshots/*`. ## Risks - Medium review risk because this is a bundled rescue PR rather than several narrow feature PRs. - Invite flow and company cache behavior overlapped with newer upstream changes; the merge resolution intentionally keeps the shared `companiesListQueryOptions` helper while preserving local existing-member invite behavior. - Visual review evidence is no longer attached in-repo because screenshots were removed from this PR per review request. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent, with repository tool access, terminal execution, and git/GitHub CLI operations. ## 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 screenshots were intentionally removed from this PR per review request - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> Co-authored-by: CodexCoder <codexcoder@paperclip.local>	2026-05-25 07:25:26 -05:00
Dotta	e43b392a79	[codex] Add local Cloud Upstream sync (#6548) ... ## Thinking Path > - Paperclip is the control plane for AI-agent companies. > - Operators need a path to move local company state toward Paperclip Cloud without losing local-first control. > - The Cloud Upstream flow needs API, persistence, CLI, and board UI surfaces that agree on the same manifest/run model. > - The existing branch had the feature work plus UX and error-handling follow-ups. > - This pull request packages the remaining Cloud Upstream sync work into one standalone branch. > - The benefit is an inspectable local-to-cloud sync workflow with preview, conflicts, activation, and captured UX review states. ## What Changed - Added Cloud Upstream shared types, server routes/services, and persisted run schema/migration. - Added Paperclip Cloud CLI sync helpers and local connection storage. - Added the Cloud Upstream board UI, settings entry points, query keys, and UX lab page. - Added preview/activation checklist behavior, redirect handling, manifest-only preview support, friendly errors, in-flight hints, and entity count summaries. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run cli/src/__tests__/cloud.test.ts server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts ui/src/pages/CloudUpstream.test.tsx ui/src/components/CompanySettingsSidebar.test.tsx` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/cloud-upstreams.test.ts` Worktree setup note: the isolated worktree install skipped native sqlite build scripts, so I copied the already-built local sqlite binding from the main checkout before running `server/src/__tests__/cloud-upstreams.test.ts`. The test then passed. ## Risks - Medium: this adds a database migration and a broad feature path across CLI/server/UI. - Merge order: this is the only PR in this split with a DB migration; merge it before any future Cloud Upstream migration follow-up. - Mitigation: the PR is based directly on current `origin/master`, has targeted route/service/UI tests, and keeps the feature behind existing experimental Cloud Sync settings. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex via `codex_local`, tool-enabled coding session; exact context window not exposed by this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, screenshot artifacts are intentionally omitted per reviewer request - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-22 09:56:22 -05:00
Dotta	a1835cfa5e	[codex] Harden plugin runtime invocation scope (#6547) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through a company-scoped control plane. > - Plugins extend that control plane, but plugin workers still call back into host APIs. > - Those worker-to-host calls need the same company boundary guarantees as normal API routes. > - Plugin action handlers also need authenticated actor context from the host instead of trusting caller-supplied params. > - This pull request hardens plugin bridge/action scope and keeps plugin operation issues out of normal issue surfaces. > - The benefit is safer plugin execution with clearer authorization boundaries and better test coverage. ## What Changed - Added host-owned invocation context plumbing for nested plugin worker calls. - Added actor context to plugin `performAction` calls and test harness helpers. - Enforced company invocation scope on worker-to-host calls and filtered company lists to the active invocation scope. - Extended plugin action route tests for board and agent actor context, spoofed company params, and cross-company rejection. - Extended plugin worker manager coverage for invocation-scope propagation. - Filtered typed and legacy plugin operation issue origins from default issue/inbox lists. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run packages/plugins/sdk/tests/host-client-factory.test.ts packages/plugins/sdk/tests/testing-actions.test.ts server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/plugin-worker-manager.test.ts server/src/__tests__/issues-service.test.ts` Note: embedded Postgres issue-service tests reported host-level Postgres init skip for 47 tests; the non-embedded targeted tests passed. ## Risks - Medium: plugin host authorization paths are sensitive, and external plugins may rely on previously loose company params. - Mitigation: the change only tightens calls when the host attached a company invocation scope and includes explicit tests for board, agent, and nested worker calls. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex via `codex_local`, tool-enabled coding session; exact context window not exposed by this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-22 09:16:24 -05:00
Dotta	38c185fb8b	[codex] Add agent permissions and controls plan (#6386) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies by keeping task ownership, approvals, and operator control inside one control plane. > - Agent permissions and plugin-hosted company settings sit on the boundary between autonomy and governance. > - V1 needs scoped task assignment rules, plugin extension points, and clearer company access surfaces without weakening company boundaries. > - The branch builds the core authorization service, plugin SDK/host APIs, and UI simplifications needed to support those controls. > - Paperclip EE plugin surfaces were intentionally moved out of this core PR per review direction, so this PR now carries only the public core/plugin infrastructure work. > - The latest updates preserve the PAP-9937 branch changes that belong in this PR, remove the `design/` artifacts, and exclude the experimental `plugin-briefs` package. > - Greptile feedback was applied through the authorization/audit paths and the final cleanup commit was re-reviewed at 5/5 with no unresolved Greptile threads. > - The benefit is safer assignment control with extension hooks for richer permission products while preserving simple defaults for normal operators. ## What Changed - Added scoped task-assignment authorization decisions and routed issue/agent assignment mutations through the authorization service. - Added plugin SDK and host APIs for company settings slots, authorization policy/grant management, assignment previews, and bridge invocation scope propagation. - Simplified core company access UI and moved advanced controls behind plugin-provided settings surfaces. - Added retry-now affordances for blocked issue next-step notices. - Added protected-assignment enforcement for persisted agent/project/issue policies, including explicit-grant fallback behavior. - Added incremental principal-access compatibility backfill for active agent memberships and role-default human permission grants. - Added the Markdown code block wrap action fix from the latest branch changes. - Removed `design/` artifacts from the PR and removed `packages/plugins/plugin-briefs` from the final diff. - Addressed Greptile feedback for plugin actor sanitization, legacy membership handling, audit pagination, unknown grant-scope metadata, and startup test mocks. ## Verification - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54 tests passed. - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62 tests passed. - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files passed, 28 tests passed. - `pnpm --filter @paperclipai/server typecheck` -> passed. - `git diff --check` -> passed. - `node ./scripts/check-docker-deps-stage.mjs` -> passed. - `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed with no lockfile update. - `pnpm exec vitest run ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed. - `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0. - GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`. - Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0 comments/annotations added, 0 unresolved review threads. - Confirmed the PR diff contains no `design/`, `packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or `.github/workflows` changes. ## Risks - Medium: task assignment authorization paths are behaviorally stricter for protected/private policy data, so existing plugin-authored policies may block assignment until explicit grants or approval flows are configured. - Medium: plugin-host authorization APIs expand the surface area available to trusted plugins and need careful review for company scoping. - Low: startup now performs a principal-access compatibility backfill, but the migration and runtime backfill use conflict-tolerant inserts. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled workflow with shell, git, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-22 08:12:52 -05:00
Dotta	d67347be77	[codex] Provider vault secrets UX (#6381) ... ## Thinking Path > - Paperclip orchestrates AI agents that need scoped, auditable access to secrets > - Hosted and external deployments need provider vault configuration without exposing secret values in Paperclip metadata > - AWS Secrets Manager vault setup previously required too much manual operator knowledge > - Provider vault discovery and removal belong together as an independent secrets-management improvement > - This pull request adds AWS provider vault discovery/prefill plus vault removal flows > - The benefit is a safer operator path for configuring external secret storage before higher-level cloud workflows depend on it ## What Changed - Added shared validators/types for AWS provider vault discovery payloads and safe provider metadata. - Implemented AWS provider vault discovery preview on the server. - Added provider vault removal service/route behavior. - Added Secrets page UI for discovery prefill, removal messaging, and related rendering coverage. - Added Storybook provider-vault fixtures and captured screenshots for the new UX states. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm exec vitest run packages/shared/src/validators/secret.test.ts server/src/__tests__/aws-secrets-manager-provider.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts ui/src/pages/Secrets.render.test.tsx` - Result: 4 files passed, 1 embedded Postgres-backed file skipped on this host because local Postgres init was unavailable. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Secrets.render.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - Storybook screenshot capture against `Product/Secrets` on `http://127.0.0.1:60381/iframe.html?id=product-secrets--secrets-inventory&viewMode=story&globals=theme:dark` ## Screenshots Provider vaults tab after this change:  AWS discovery candidate flow:  Provider vault removal confirmation:  ## Risks - Secret provider metadata handling must remain non-sensitive; validators reject credential-bearing Vault URLs and sensitive AWS discovery keys. - AWS discovery depends on deployment credentials being configured correctly outside Paperclip-managed company secrets. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter 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>	2026-05-19 15:50:23 -05:00
Dotta	5071c4c776	[codex] Add workspace diff viewer plugin (#6071) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators need to inspect what agents changed inside execution and project workspaces. > - The existing workspace detail views did not provide a first-party rich diff surface for staged, unstaged, head, renamed, binary, oversized, and untracked changes. > - The plugin system is the intended extension point for optional rich UI surfaces. > - This pull request adds a workspace diff plugin plus host services and shared contracts so Changes tabs can render workspace diffs through plugin slots. > - The diff-renderer dependency should stay owned by the plugin package rather than the core UI app. > - The dependency surface must stay aligned with repository PR policy, including intentionally omitting `pnpm-lock.yaml` from the PR. > - The benefit is a more reviewable workspace surface without hard-coding the renderer into every page. ## What Changed - Added `@paperclipai/plugin-workspace-diff`, including diff normalization, plugin manifest/worker/UI entrypoints, and focused plugin tests. - Kept `@pierre/diffs` scoped to `@paperclipai/plugin-workspace-diff`; removed the core UI lab diff-renderer surface and direct UI package dependency. - Added shared workspace diff types and validators, plus plugin SDK surface for workspace diff host services. - Added server workspace diff service support and route coverage for execution/project workspace diff flows. - Wired Execution Workspace and Project Workspace Changes tabs to load the diff plugin, including loading/error fallback behavior. - Added UI tests and fixtures for the Changes tabs and plugin bridge behavior. - Added the new plugin package manifest to the Docker deps stage so PR policy can validate dependency coverage. - Addressed review hardening around empty untracked patches, workspace path exposure, project workspace read capability checks, and default base refs. ## Verification - `pnpm --filter @paperclipai/plugin-workspace-diff test` - `pnpm exec vitest run packages/shared/src/validators/workspace-diff.test.ts server/src/__tests__/workspace-diff-service.test.ts ui/src/pages/ProjectWorkspaceDetail.test.tsx ui/src/pages/ExecutionWorkspaceDetail.test.tsx` - `pnpm exec vitest run ui/src/plugins/bridge.test.ts server/src/__tests__/workspace-runtime-routes-authz.test.ts` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/plugin-workspace-diff typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `node ./scripts/check-docker-deps-stage.mjs` - Browser screenshot captured from the local worktree dev server: https://files.catbox.moe/ofdpsp.png - Confirmed branch is rebased onto `public-gh/master`, `.github/workflows/pr.yml` is not included in the PR diff, `ui/package.json` is not included in the PR diff, and `pnpm-lock.yaml` is not included in the PR diff. ## Risks - Medium UI integration risk: the Changes tab depends on the plugin slot and host diff service path. - Medium dependency risk: this adds `@pierre/diffs` in the plugin package, but `pnpm-lock.yaml` is intentionally omitted per packaging instructions because repository automation manages lockfile updates. - Current CI blocker: downstream frozen installs fail until the repository policy path for new plugin package dependencies is chosen. - Diff rendering edge cases are covered for common working-tree and head diff states, but very large repositories may still expose performance limits. - No migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 class coding model, tool-enabled local execution environment. Exact context window was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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>	2026-05-18 08:50:06 -05:00
Dotta	d734bd43d1	[codex] Roll up May 17 branch changes (#6210) ... ## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so agent work needs visible ownership, recovery, and operator controls. > - This local branch had accumulated several related control-plane reliability and operator-experience fixes across recovery actions, watchdog folding, model-profile defaults, mentions, markdown editing, plugin launchers, and small UI polish. > - The branch needed to be converted into a PR against the current `origin/master` without losing dirty work or including lockfile/workflow churn. > - The safest standalone shape is a single rollup PR because the recovery/server/UI files overlap heavily across the local commits and splitting would create avoidable conflicts. > - This pull request replays the local branch onto latest `origin/master`, preserves the uncommitted work as logical commits, and adds a Zod 4 validator compatibility fix found during verification. > - The benefit is that the May 17 local branch can be reviewed and merged as one coherent, conflict-free branch under the 100-file Greptile limit. ## What Changed - Rebased the local May 17 branch work onto current `origin/master` in a dedicated worktree. - Preserved and committed previously dirty changes for recovery retry handling, plugin/sidebar launcher polish, and `.herenow` ignores. - Added recovery-action behavior for returning source issues to `todo` when retrying source-scoped recovery. - Included the existing local recovery/liveness/watchdog fold, Codex cheap-profile, markdown/mention, duplicate-agent, and UI polish commits from the branch. - Normalized shared validator `z.record(...)` schemas to explicit string-key records for Zod 4 compatibility. - Confirmed the PR has no `pnpm-lock.yaml` or `.github/workflows/*` changes and stays below the 100-file Greptile limit. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `npm run install` in `node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` to build the local native sqlite3 binding after installing with scripts disabled - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts packages/shared/src/project-mentions.test.ts packages/adapter-utils/src/server-utils.test.ts server/src/__tests__/heartbeat-model-profile.test.ts server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts server/src/__tests__/plugin-local-folders.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/components/MarkdownEditor.test.tsx ui/src/components/MarkdownBody.test.tsx ui/src/lib/duplicate-agent-payload.test.ts ui/src/pages/Routines.test.tsx` - First pass: 13 files passed with 201 passing tests; 3 server files failed before sqlite3 native binding was built. - After rebuilding sqlite3: `server/src/__tests__/heartbeat-model-profile.test.ts`, `server/src/__tests__/issue-recovery-actions.test.ts`, and `server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts` passed/loaded; embedded Postgres tests were skipped by the local host guard. - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/adapter-utils typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` ## Risks - Medium risk: this is a broad rollup PR across recovery semantics, server tests, shared validators, and UI surfaces. - Some embedded Postgres tests skipped locally due the host guard, so CI should provide the stronger database-backed signal. - UI changes were covered by component tests, but no browser screenshot was captured in this PR creation pass. - This branch may overlap with existing recovery/liveness PR work; merge this PR independently or restack/close overlapping branches rather than merging duplicate implementations together. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent, tool-enabled local repository and GitHub workflow, medium reasoning effort. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-17 17:15:06 -05:00
Dotta	705c1b8d81	[codex] Add routine env secrets support (#6212) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Scheduled routines are the control-plane path for recurring agent work. > - Routines already had dispatch/history, but their runtime environment did not carry routine-owned secret bindings through execution. > - Operators need routine-specific secrets that can override project/agent env without exposing secret values in history, logs, or access events. > - This pull request adds the routine env runtime contract, wires it into execution, and makes the routine UI/history surfaces show safe secret metadata. > - The benefit is that routine executions can use scoped secret refs predictably while preserving company boundaries and auditability. ## What Changed - Added routine env persistence/runtime support, including `routines.env`, `routine_runs.routine_revision_id`, revision snapshots, and idempotent migration `0086_routine_env_runtime_contract`. - Resolved routine env during heartbeat adapter config assembly with precedence `agent < project < routine` and secret access events recorded against the routine consumer. - Added secret binding synchronization for routine create/update/restore flows and guarded cross-company, missing, disabled, and deleted secret cases. - Added a Secrets tab to routine detail, env/secret history diff rendering, and Storybook coverage for the new UI states. - Added server/UI regression tests, including an embedded-Postgres QA path for routine secret execution and restore behavior. - Updated implementation/database docs for routine env and secret-binding behavior. ## Verification - `pnpm install --frozen-lockfile` after rebasing onto `public-gh/master` to refresh workspace links for the newly-added upstream Grok adapter package. - `pnpm exec vitest run server/src/__tests__/heartbeat-project-env.test.ts server/src/__tests__/routines-service.test.ts server/src/__tests__/secrets-service.test.ts server/src/__tests__/qa-routine-secrets-e2e.test.ts ui/src/components/RoutineHistoryTab.test.tsx` passed: 5 files, 92 tests. - `pnpm -r typecheck` passed across the workspace. - `pnpm build` passed. Vite emitted the existing large-chunk/dynamic-import warnings. - UI screenshots were captured locally during QA in `artifacts/pap-9521/` and `artifacts/pap-9522/`; generated screenshots are not committed to avoid adding binary artifacts to the repo. ## Risks - Migration risk is limited by `IF NOT EXISTS` guards for the new columns, FK, and index, and the migration is ordered as `0086` immediately after upstream `0085`. - Runtime behavior changes env precedence for routine executions by adding routine env as the highest-precedence layer; tests cover agent/project/routine precedence. - Secret handling is security-sensitive; tests cover value-free manifests/events/errors, disabled/missing/deleted secrets, and cross-company rejection. - UI history now renders routine env/secret diffs; tests and Storybook stories cover the main rendering paths. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell/tool use and medium reasoning effort. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-17 16:30:34 -05:00
Dotta	03ad5c5bea	[codex] Add issue document locking (#6009) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, comments, and issue documents. > - Issue documents are the durable place where plans, handoffs, and other work artifacts are revised over time. > - Some documents need to be preserved as operator-approved snapshots while agents continue working on the same issue. > - Without document locking, a later board or agent write can overwrite the document key that reviewers expected to remain stable. > - This pull request adds board-managed issue document locks and makes agent writes to locked keys create a derived document instead of mutating the locked document. > - The benefit is safer document handoffs: approved or frozen issue documents stay immutable until the board explicitly unlocks them. ## What Changed - Added `locked_at`, `locked_by_agent_id`, and `locked_by_user_id` document fields plus migration `0085_tranquil_the_executioner.sql`. - Added document lock/unlock service behavior, route endpoints, activity events, and locked-document write protections. - Made agent document writes to locked keys create a new derived key such as `plan-2` rather than overwriting the locked document. - Surfaced lock state through shared issue document types, UI API methods, document header lock controls, and activity formatting. - Added server and UI tests for lock/unlock behavior, locked document immutability, and UI action visibility. - Updated `doc/SPEC-implementation.md` with the V1 document lock contract and endpoints. ## Verification - `git rebase public-gh/master` completed cleanly after committing the branch changes. - `git diff --check` passed before commit. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/documents-service.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts ui/src/components/IssueDocumentsSection.test.tsx ui/src/components/IssueContinuationHandoff.test.tsx ui/src/lib/document-revisions.test.ts` passed: 5 files, 32 tests. ## Risks - Medium risk because this changes the document persistence contract and adds a migration. - The migration uses `ADD COLUMN IF NOT EXISTS` and guarded foreign-key creation so it remains safe for users who may have already applied an earlier copy of the migration. - Locked documents intentionally reject board edits/deletes/restores until unlocked; any existing workflows that expected direct overwrite need to unlock first. - Agent writes to locked keys now create derived documents, which may create extra issue documents when agents retry locked writes. ## Model Used - OpenAI Codex coding agent based on GPT-5, with tool use and local code execution in the Paperclip worktree. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-15 08:54:55 -05:00
Dotta	4142559c37	[codex] Add blocked inbox attention view (#5603) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies through company-scoped issues, comments, approvals, and execution workspaces. > - Operators need the Inbox to show not only active work, but also blocked work that may need human or agent attention. > - The existing inbox experience did not have a dedicated blocked-work surface, so blocked tasks were harder to triage and resume deliberately. > - Backend consumers also needed a compact attention signal that distinguishes actionable blockers from covered or waiting blocker states. > - This pull request adds a Blocked Inbox tab backed by issue blocker-attention metadata, shared validators, and UI helpers. > - The benefit is a clearer triage path for stalled or blocked Paperclip work without exposing external wait internals in the operator-facing UI. ## What Changed - Added shared issue blocker-attention types, validators, and exports for the API/UI contract. - Added backend blocker-attention computation and issue route support for blocked inbox data. - Added the Blocked Inbox tab, blocked reason chips, filtering/search UI, responsive layouts, and Storybook stories. - Updated inbox helpers and page behavior so toolbar controls only appear where they apply. - Added coverage for shared validators, server blocker-attention behavior, blocked inbox UI helpers/components, and the Inbox page. - Added a screenshot helper script for the blocked inbox Storybook stories. - Addressed Greptile feedback by making urgency sorting deterministic for null stop times, avoiding full blocked-inbox list enrichment for counts, and hardening the screenshot helper. ## Verification - Rebased the branch cleanly onto `public-gh/master`. - Confirmed the diff does not include `pnpm-lock.yaml`. - Confirmed the diff does not include database migration files. - Ran `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-blocker-attention.test.ts ui/src/components/BlockedInboxView.test.tsx ui/src/components/BlockedReasonChip.test.tsx ui/src/lib/blockedInbox.test.ts ui/src/lib/inbox.test.ts ui/src/pages/Inbox.test.tsx`. - Ran `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck`. - Checked `ROADMAP.md`; this is scoped inbox/operator triage work and does not duplicate a listed roadmap feature. - Greptile Review is green on the latest head and all four Greptile review threads are resolved. - GitHub PR checks are green on the latest head: policy, security/snyk, e2e, verify, Canary Dry Run, Greptile Review, and serialized server suites 1/4 through 4/4. ## Risks - Medium review surface because this touches the shared issue contract, server issue services, and the Inbox UI together. - Blocker-attention classification may need product tuning after operators use it on real blocked queues. - UI screenshots were not attached in this PR-opening pass; the branch includes `scripts/screenshot-blocked-inbox.mjs` and Storybook stories for visual capture. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-based coding agent with shell, git, GitHub CLI, GitHub connector, and Paperclip API tool use. Reasoning mode: medium. Context window: not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-13 16:41:36 -05:00
Dotta	0808b388ee	[codex] Add source-scoped recovery actions (#5599) ... ## Thinking Path > - Paperclip is a control plane for autonomous AI companies, where work must end with a clear disposition rather than ambiguous agent liveness. > - Recovery currently detects stalled or missing-next-step issues, but source issue recovery can become split across child recovery issues, blockers, and comments. > - That makes it harder for operators and agents to see who owns recovery and what exact action is needed on the original issue. > - Source-scoped recovery actions give the original issue a first-class active recovery state with owner, evidence, wake policy, and resolution outcome. > - This pull request adds the recovery-action data model, backend reconciliation and resolution APIs, and board UI indicators/actions. > - The benefit is clearer stalled-work recovery without losing source issue context or relying on comments as the liveness path. ## What Changed - Added the `issue_recovery_actions` schema, shared types/constants/validators, and an idempotent `0084_issue_recovery_actions` migration ordered after current `master` migrations. - Updated stranded/missing-disposition recovery to create source-scoped recovery actions, wake the recovery owner on the source issue, and avoid locking the source issue for recovery-action wakes. - Added API support for reading active recovery actions on issue detail/list surfaces and resolving them with restored, blocked, cancelled, or false-positive outcomes. - Require blocked recovery resolutions to have an unresolved first-class blocker, and removed the UI shortcut that could mark recovery blocked without a blocker selection path. - Surfaced recovery indicators/actions in the issue UI, blocker notices, active run panels, issue rows, and Storybook coverage. - Updated docs and focused tests for recovery semantics, ownership, races, stale comments, and UI behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/IssueBlockedNotice.test.tsx ui/src/api/issues.test.ts` — 5 files, 72 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/db typecheck` — passed, including migration numbering check. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - Follow-up verification after blocker-resolution guard: `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/api/issues.test.ts` — 3 files, 27 tests passed. - Follow-up `pnpm --filter @paperclipai/server typecheck` — passed. - Follow-up `pnpm --filter @paperclipai/ui typecheck` — passed. - UI states are available in `ui/storybook/stories/source-issue-recovery.stories.tsx`; screenshot capture helper is `scripts/screenshot-recovery-card.cjs`. ## Risks - Medium: recovery behavior changes from child recovery issue ownership toward source-scoped actions, so operators may see stalled-work state in new places. - Migration risk is mitigated by using the next migration slot after `master` and making the table/constraints/index creation idempotent for anyone who previously applied the old branch-local `0082_dizzy_master_mold` migration. - Existing child recovery issue paths are still guarded for already-created recovery issues, but new source-scoped flows should be watched in CI and Greptile review. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool use enabled for shell, Git, GitHub, and local test execution. Context window not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-12 09:37:15 -05:00
Devin Foley	c445e59256	fix(ui): fix message attribution for agent-posted comments with user author IDs (#5780) ... ## Thinking Path > - Paperclip’s issue chat is an audit surface: reviewers need to trust who actually authored a message. > - Some historical agent comments were persisted with `authorUserId` and no surviving `createdByRunId`, so the UI rendered real agent output as if it came from the board user. > - A pure timestamp-window fallback is too risky because human reviewers can comment while agents are running. > - The safe recovery path is to derive attribution only when the server can prove it from same-issue run logs that include the exact posted comment id, then let the chat renderer prefer that recovered agent attribution. > - This keeps historical threads trustworthy without mutating old database rows or guessing in ambiguous cases. ## What Changed - Added shared `IssueComment` fields for derived attribution so server and UI can carry recovered `derivedAuthorAgentId`, `derivedCreatedByRunId`, and `derivedAuthorSource` consistently. - Added server-side attribution recovery in `server/src/services/issues.ts` that reads same-issue run logs and only derives agent authorship when a run log contains the exact `comment id: ...` emitted during posting. - Updated issue chat rendering in `ui/src/lib/issue-chat-messages.ts` to prefer direct agent authorship, then activity-log `runAgentId`, then the server-derived attribution. - Removed the unsafe UI-only run-window fallback from `ui/src/pages/IssueDetail.tsx` so human comments posted during an active run are not silently relabeled as agent output. - Added regression coverage for both the run-log derivation path and the chat-rendering fallback behavior. - Bounded server-side run-log enrichment to 8 concurrent reads per request and removed the unused `issueCommentSchema` declaration during PR cleanup. ## Verification - `pnpm exec vitest run ui/src/lib/issue-chat-messages.test.ts server/src/__tests__/issues-service.test.ts` - `pnpm test:run:general` - Live validation on May 12, 2026 in `PAPA-322`: confirmed the previously misattributed historical comments on `PAPA-316` now render as Claude-authored on `http://goldie.gerbil-company.ts.net:3100`. - Reviewer check: open `PAPA-316` in the running instance and confirm historical comments such as `## Investigation: exe.dev 422 + codex re-test` render under Claude instead of the board user. ## Risks - Low risk. The change is scoped to comment attribution recovery and rendering. - Derived attribution is intentionally conservative: if there is no exact run-log proof, the comment remains user-authored instead of guessing. - Run-log recovery depends on retained same-issue logs, so older comments without that evidence remain unchanged. ## Model Used - OpenAI Codex via the Paperclip `codex_local` adapter (GPT-5-class coding agent with tool use in the local Paperclip runtime; the exact deployment/model ID is not surfaced by this workspace). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [ ] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-12 01:20:49 -07:00
Devin Foley	534aee66ae	Add cursor_cloud adapter for Cursor SDK + Cloud Agents API v1 (#5664) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - There are many adapter types, one per agent-runtime product (Claude, Codex, OpenCode, Cursor local CLI, etc.) > - Cursor shipped a public TypeScript SDK on 2026-04-29 that exposes Cursor's full hosted-agent platform (cloud VMs, harness, MCP, skills, hooks) > - Paperclip had no first-class adapter for this — agents that wanted to use Cursor's managed cloud runtime had to fall back to the local CLI adapter, which loses the cloud session, streaming, and durable run model > - This PR adds a new `cursor_cloud` adapter built directly on `@cursor/sdk`, with Paperclip's heartbeat mapped to Cursor's durable-agent + per-run model > - The benefit is that any Paperclip agent can now drive a Cursor cloud agent across heartbeats with native session reuse, streaming, and cancellation, while Paperclip remains the source of truth for issue/task state ## What Changed - New built-in adapter package `packages/adapters/cursor-cloud` (15 files, ~1.7k LOC) backed by `@cursor/sdk` ^1.0.12 - `src/server/execute.ts` — SDK-first lifecycle: `Agent.create` / `Agent.resume` / `Agent.getRun` / `agent.send` / `run.stream` / `run.wait`, with session reuse keyed on the (runtime env type, env name, repo set) tuple - `src/server/session.ts` — codec for `cursorAgentId` + `latestRunId` + repo metadata, persisted in `runtime.sessionParams` - `src/server/test.ts` — environment probe via `Cursor.me()` and optional model validation via `Cursor.models.list()` - `src/ui/parse-stdout.ts` + `src/cli/format-event.ts` — normalize Cursor SDK message types (`status`, `thinking`, `assistant`, `user`, `tool_call`, `tool_result`, `result`) into Paperclip transcript events for the UI and CLI - Registrations: `packages/shared/src/constants.ts`, `packages/adapter-utils/src/session-compaction.ts`, `server/src/adapters/{registry,builtin-adapter-types}.ts`, `ui/src/adapters/{registry,adapter-display-registry}.ts` + `ui/src/adapters/cursor-cloud/index.ts`, `cli/src/adapters/registry.ts`, plus workspace deps in `cli`/`server`/`ui` `package.json` - `ui/src/components/AgentConfigForm.tsx` — hide local-Cursor `mode`/thinking-effort field for `cursor_cloud` (different config surface) - 11 vitest tests covering execute paths (fresh create, matching-resume, active-run reattach, non-finished result), session codec round-trip, transcript parsing, and config building ## Verification Reviewer steps: ```bash pnpm install pnpm --filter @paperclipai/adapter-cursor-cloud typecheck # → clean pnpm vitest run packages/adapters/cursor-cloud # → 11/11 passing ``` End-to-end check against a real Cursor cloud agent (requires `CURSOR_API_KEY` and Cursor GitHub-app install on the target repo): 1. Create a `cursor_cloud` agent in Paperclip with `repoUrl` set to the test repo, `repoStartingRef: main`, and `env.CURSOR_API_KEY` set 2. Trigger a heartbeat → adapter calls `Agent.create({ cloud: { env: { type: "cloud" }, repos: [...] } })`, streams events, terminates on `finished` 3. Trigger a second heartbeat → adapter calls `Agent.resume` or `agent.send` follow-up depending on prior-run state, reusing `cursorAgentId` 4. The Paperclip UI/CLI transcript reflects Cursor `status` / `thinking` / `assistant` events as they stream 5. Cancellation from Paperclip maps to `run.cancel()` or Cloud API v1 `cancelRun` for cross-heartbeat cancellation A direct-SDK smoke run against a real repo (devinfoley/my_test_project @ main) confirmed: `Cursor.me()` ok → `Agent.create` → `agent.send` → `run.stream()` (30 events) → terminal status `finished` in ~11s. ## Risks - **New adapter, additive only.** No existing adapter or registry is replaced; current `cursor` local-CLI adapter is untouched. Default behavior of any existing agent is unchanged. - **External dependency on `@cursor/sdk`.** Cursor's SDK is v1.0.x and may evolve. Mocked unit tests cover the public surface used here; if the SDK breaks compatibility we update the adapter independently. - **Cost/budget.** `cursor_cloud` runs on Cursor's billed cloud VMs; operators must understand they are spending money outside Paperclip's budget controls when they enable this adapter. Same shape as other API-billed adapters. - **No webhook support in V1.** The SDK already provides stream/wait/cancel/reattach, so V1 does not require a public callback URL. If a future use case needs out-of-band wakes, we add a Cloud API v1 webhook bridge as a separate change. This is called out in the issue plan document. - **Lockfile.** Per repo policy, `pnpm-lock.yaml` is intentionally not in this PR — CI's lockfile workflow will update it on merge given the manifest changes. ## Model Used - Provider: Anthropic Claude (via Claude Code / Paperclip `claude_local` adapter) - Model: `claude-opus-4-7` (Claude Opus 4.7), knowledge cutoff January 2026 - Mode: standard tool-use with extended reasoning - Context: ~200k token window - Capabilities used: code generation, multi-file edits, shell/test execution, GitHub PR 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 (11/11 in `packages/adapters/cursor-cloud`) - [x] I have added or updated tests where applicable (4 new test files, 11 cases) - [ ] If this change affects the UI, I have included before/after screenshots (the only UI change is hiding the local-Cursor mode field on the `cursor_cloud` adapter — happy to attach a screenshot if the reviewer wants one) - [x] I have updated relevant documentation to reflect my changes (issue plan document supersedes the pre-SDK design; tracked in PAPA-203) - [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>	2026-05-10 17:21:04 -07:00
Dotta	0096b56a1c	[codex] Add LLM Wiki plugin host support (#5597) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The plugin system needs host contracts and runtime support before large plugins can integrate cleanly. > - The source branch mixed the LLM Wiki package with supporting host/runtime work, managed plugin skills, root-level storage spaces, and a bookmarks reference plugin. > - [PAP-9173](/PAP/issues/PAP-9173) asked for the current branch to be split by file boundary: plugin package separately from everything else. > - [PAP-9188](/PAP/issues/PAP-9188) clarified that LLM Wiki may have plugin-local spaces, but Paperclip core should not reorganize top-level local storage into spaces. > - Follow-up review clarified that the bookmarks example should not ship in this PR either. > - This pull request contains the non-`packages/plugins/plugin-llm-wiki/` host/runtime work, keeps runtime state under the selected Paperclip instance root, and no longer includes the bookmarks example. ## What Changed - Added/updated plugin host contracts, SDK types, worker RPC plumbing, managed plugin skill support, and related server tests. - Removed the bookmarks example plugin package and its bundled-example/workspace references. - Removed the root-level local spaces CLI/migration surface and restored instance-root runtime defaults for config, db, logs, storage, secrets, workspaces, projects, and adapter homes. - Replaced shared root `space-paths` helpers with `home-paths` helpers for core runtime storage. - Tightened stranded recovery unique-conflict detection so concurrent recovery scans reuse the raced recovery issue when Postgres errors are wrapped. - Kept `packages/plugins/plugin-llm-wiki/` out of this PR diff; plugin-local spaces remain in the stacked plugin-only PR. ## Verification - `pnpm exec vitest run cli/src/__tests__/data-dir.test.ts cli/src/__tests__/home-paths.test.ts cli/src/__tests__/onboard.test.ts packages/shared/src/home-paths.test.ts packages/db/src/runtime-config.test.ts server/src/__tests__/agent-instructions-service.test.ts server/src/__tests__/claude-local-execute.test.ts server/src/__tests__/codex-local-execute.test.ts` - `pnpm exec vitest run packages/db/src/runtime-config.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts` - `pnpm --filter @paperclipai/server typecheck` - `pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts -t "reuses the raced stranded recovery issue"` skipped locally because embedded Postgres did not initialize on this macOS temp host; the code path was typechecked and is covered by Linux CI. - Boundary check: no core references remain for `PAPERCLIP_SPACE_ID`, `spaces migrate-default`, `@paperclipai/shared/space-paths`, `registerSpacesCommands`, or the removed bookmarks example. - Previous PR head `4f23e034` had green GitHub checks: `verify`, all four serialized server shards, `e2e`, `Canary Dry Run`, `policy`, Snyk, and `Greptile Review`. Current head `582f466d` is re-running checks after the bookmarks deletion. ## Risks - Plugin host changes touch shared runtime paths, so regressions would most likely appear in adapter startup, plugin loading, or local dev path defaults. - Removing the bookmarks example also removes one demonstration of plugin database namespaces plus local-folder persistence; remaining plugin examples still cover bundled example discovery and plugin host flows. - The plugin package itself is intentionally deferred to the stacked plugin-only PR, where LLM Wiki plugin-local spaces live. - Existing installs that tested the transient root-level spaces CLI should stop using it; this PR intentionally removes that unsupported migration surface before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex via Codex CLI, tool use and local code execution enabled; context window not exposed. ## 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, except where noted above for host-specific embedded Postgres initialization - [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 Stacked follow-up: PR #5592 contains only `packages/plugins/plugin-llm-wiki/` and targets this branch. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-10 07:34:12 -05:00