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Author SHA1 Message Date
Vladimir Balko deef1f479d fix(heartbeat): release execution lock on cross-agent reassignment (#5110)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Each issue can hold an execution lock via `issues.execution_run_id`,
so concurrent wakes for the same task either coalesce into the active
run or wait deferred
> - When the issue is reassigned to a *different* agent (e.g. board
operator changes `assigneeAgentId` from Coder → Reviewer + flips
`status` to `in_review`), the new assignee's wake is correctly sent down
the assignment-wakeup path
> - But the lookup `activeExecutionRun` still finds the previous holder
run as long as it is in `{queued, running, scheduled_retry}` — and
`enqueueAssignmentWakeup` falls through to the deferred-wake branch when
the holder agent does not match the new assignee
> - The trouble is the **queued** holder for the old assignee will never
start (the issue's status / target now belongs to someone else, the
relevant assignment trigger was the original one), so the lock is never
released, the deferred wake is never promoted, and the new assignee
silently never wakes
> - This pull request detects that situation right next to the existing
`cancelStaleScheduledRetry` cleanup: if `activeExecutionRun.status !==
'running'` AND the holder agent differs from `issue.assigneeAgentId`,
cancel the holder run, release the lock, and proceed with a normal
queued wake instead of deferring
> - The benefit is hand-offs across agents become reliable — no more
silent stalls that operators have to unstick by manually cancelling a
queued run

## Linked Issues or Issue Description

- Closes #4058

## What Changed

- One new check in `reapOrphanedRuns()`'s peer function — the
`enqueueAssignmentWakeup` defer-detection block in
`server/src/services/heartbeat.ts` (around the lock-resolution code
immediately following `cancelStaleScheduledRetry`):
- If `activeExecutionRun` exists, its `status !== 'running'`, and
`activeExecutionRun.agentId !== issue.assigneeAgentId`, mark the holder
run as `cancelled` with errorCode `lock_released_on_reassignment`,
cancel its corresponding wakeup request if any, and null
`activeExecutionRun` so the lock-clear branch right below proceeds to
release `executionRunId` / `executionAgentNameKey` / `executionLockedAt`
and the wake gets enqueued normally.
- `running` runs still defer (legitimate concurrency).
- Same-agent queued/scheduled holders still defer (legitimate coalesce).
- Total +37 lines, no API change, no schema change.

## Verification

```sh
# Existing reaper tests still pass — exercises the lock-resolution path
pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts --no-coverage
# expected: Tests  39 passed (39)

# New regression test for the cross-agent lock-release race
pnpm exec vitest run server/src/__tests__/heartbeat-lock-release-on-reassignment.test.ts --no-coverage
```

Manual reproduction (matches an incident we hit running a small Coder +
Reviewer company):

1. Coder pickup heartbeat schedule fires; paperclip queues a Coder run
and pre-allocates the lock by recording `issues.execution_run_id =
<queued-coder-run-id>` for the pickup issue.
2. The Coder run sits in `queued` because the agent's slot is busy
elsewhere (`maxConcurrentRuns: 1`).
3. Operator (or CEO) PATCHes the issue: `assigneeAgentId: <coder>` →
`<reviewer>` together with `status: in_progress` → `in_review`.
4. Paperclip creates the Reviewer assignment wakeup, but stores it as
`deferred_issue_execution` because `activeExecutionRun` is the queued
Coder run.
5. **Before this PR**: Reviewer never wakes; the deferred wakeup waits
for the queued Coder lock holder which never starts (the issue is no
longer the Coder's). Operator has to `POST
/api/heartbeat-runs/<queued-coder>/cancel` manually to unstick the
chain.
6. **After this PR**: paperclip recognizes the holder is non-running and
belongs to a now-foreign agent, cancels it inline, releases the lock,
and queues the Reviewer wake normally — Reviewer wakes on the next
heartbeat tick.

## Risks

- **Low**. The new branch only fires when both conditions are true:
- The holder run is **not** `running` — `running` runs still defer (we
never interrupt active work).
- `activeExecutionRun.agentId` is different from the issue's *current*
`assigneeAgentId` — i.e. the assignee was just changed, the old holder
is bound to the prior owner.
- The cancel uses errorCode `lock_released_on_reassignment` so operators
can grep for it; the corresponding wakeup is also cancelled in the same
transaction so we do not leave an orphan wakeup request.
- No DB schema change, no public API change, no UI change.
- Sits next to the existing `cancelStaleScheduledRetry` cleanup pattern,
so the behavior is locally consistent with how stale schedule retries
are already cleared.

## Model Used

- Claude Opus 4.7 (`claude-opus-4-7`), 1M-context build, extended
thinking + tool use enabled. Used to trace the lock-acquire / defer /
promote paths in `heartbeat.ts` from the live incident, design the
minimal-blast-radius fix next to `cancelStaleScheduledRetry`, and
produce this PR description.

## 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 (39 in the directly
affected suite, plus the new regression test)
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots — N/A (server-side wakeup routing)
- [x] I have updated relevant documentation to reflect my changes —
in-line code comment explains the new branch
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

## Cross-references and status (maintainer)

- `Closes #4058`

### Maintainer-added changes on top of the original commit

A second commit was added on top of @vbalko-claimate's original to pin
the cancel `UPDATE` for the queued/scheduled holder to the exact
non-running status read just above it. Without that predicate, a worker
that flipped the holder from `queued` → `running` between the `SELECT`
and the `UPDATE` could have its freshly-claimed `running` row silently
clobbered to `cancelled`. The new commit also gates the wakeup-request
cancellation and the `activeExecutionRun = null` assignment on a
non-empty `RETURNING`, so neither fires when the predicate misses. A
dedicated regression test
(`heartbeat-lock-release-on-reassignment.test.ts`) covers both paths:
the legitimate-running-holder defer case and the queued→running race.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Devin Foley <devin@devinfoley.com>
2026-06-11 21:59:04 -07:00
alcylu 9e81067678 fix: clear stale executionRunId on release, reassignment, and checkout (#2482)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issues are the unit of agent assignment; each assignment queues a
heartbeat run, and the agent claims ownership via a `checkout()` that
sets `checkoutRunId` and `executionRunId` on the issue row.
> - When a queued run never starts (crash, deploy, lost heartbeat) or a
different run picks up the work, the issue is left with a stale
`executionRunId` pointing at a terminal/missing run.
> - The next checkout attempt fails with "Issue checkout conflict"
because the fast-path `UPDATE` requires `executionRunId` to be null or
equal to the requester's run id, so the row is permanently locked until
an admin clears the column by hand.
> - This pull request closes that lifecycle gap in three places —
`release()` and `update()` clear the execution lock fields alongside the
existing `checkoutRunId` clear, and `checkout()` gains a guarded
stale-`executionRunId` adoption path that mirrors the existing
`adoptStaleCheckoutRun` pattern.
> - The benefit is that assignment-triggered issues self-heal after a
lost run instead of paging an admin to unlock them, while the adoption
path keeps the caller's `expectedStatuses` guard, preserves any pending
`assigneeUserId`, and preserves the original `startedAt` for issues
already `in_progress`.

## Linked Issues or Issue Description

- Closes #759
- Closes #1015
- Closes #1276
- Closes #1298
- Closes #2265
- Closes #2661
- Closes #2964
- Closes #3559
- Closes #4033
- Closes #4131

## What Changed

- `server/src/services/issues.ts` — `release()` now clears
`executionRunId`, `executionAgentNameKey`, and `executionLockedAt`
alongside `checkoutRunId`.
- `server/src/services/issues.ts` — `update()` clears the same
execution-lock fields on status change (away from `in_progress`) and on
assignee change.
- `server/src/services/issues.ts` — `checkout()` gains a stale
`executionRunId` adoption block that runs only when the row's
`executionRunId` points at a terminal/missing heartbeat run, the
caller's `expectedStatuses` still hold, and the requester is either the
existing assignee or the assignee is null. The `SET` clause preserves
`assigneeUserId` and only resets `startedAt` when the issue was not
already `in_progress` (matches `adoptStaleCheckoutRun` semantics).
- `server/src/__tests__/issues-service.test.ts` — two regression tests
covering the new adoption guards: (1) checkout refuses to promote a
`done` issue when `done` is not in `expectedStatuses`, even with a
lingering `executionRunId` pointer; (2) checkout adoption of a stale
`checkoutRunId` preserves the issue's `assigneeUserId`.

## Verification

- `vitest run src/__tests__/issues-service.test.ts` — 75/75 tests pass,
including the two new regression tests.
- `tsc --noEmit` clean.
- Manual repro of the original stuck-lock case: queue a run, mark the
heartbeat run terminal without releasing the issue, attempt a new
checkout — the adoption path now succeeds with the caller's
`expectedStatuses` guard intact instead of returning a checkout
conflict.

## Risks

- Low risk. The `release()` and `update()` changes are additive field
clears alongside the existing `checkoutRunId` clear and follow the same
conditions. The `checkout()` adoption block is gated by the same status
/ assignee / expected-statuses constraints as the fast-path `UPDATE` and
only fires when the prior run is verifiably terminal via
`isTerminalOrMissingHeartbeatRun()`. No migration. No public API change.

## Model Used

- Claude Opus 4.7 (`claude-opus-4-7`), extended-thinking mode, tool-use
enabled (file reads, edits, shell, gh CLI). Used to address review
feedback on the original commit by Allen Lu (`alcylu`); follow-up fix
commit preserves the `expectedStatuses` guard, `assigneeUserId`, and
`startedAt` and adds regression tests.

## 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 (N/A — server-only)
- [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

## Cross-references and status (maintainer)

- Closes #759
- Closes #1015
- Closes #1276
- Closes #1298
- Closes #2265
- Closes #2661
- Closes #2964
- Closes #3559
- Closes #4033
- Closes #4131

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 21:58:04 -07:00
NiViGaHo 7945c70396 fix(issues): reopen-guard for assignee self-comment on terminal issue (AKS-1563) (#4346)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issues are the unit of agent work, and a "done" issue should stay
done unless something explicit reopens it
> - The implicit-reopen path (human comment on a terminal issue) already
keeps agents from reopening their own issues via
`shouldImplicitlyMoveCommentedIssueToTodo`, but the explicit `reopen:
true` path was not similarly guarded
> - That gap lets the assignee agent reopen its own `done`/`cancelled`
issue just by posting a log-style comment with `reopen: true` — the same
"log lines are not reopen signals" semantics that the implicit path
already encodes
> - This pull request adds a focused
`isAssigneeSelfCommentOnTerminalIssue` guard applied at both `PATCH
/issues/:id` and `POST /issues/:id/comments`, forcing
`effectiveMoveToTodoRequested = false` when the actor is an agent
commenting on its own terminal issue without `resume: true`
> - The benefit is a single, narrow invariant: only an explicit `resume:
true` (or a different-agent / human commenter) reopens a terminal issue
— assignee self-comments stay communicative

## Linked Issues or Issue Description

Refs #3980
Refs #3935
Refs #6601

## What Changed

- Adds `isAssigneeSelfCommentOnTerminalIssue` helper in
`server/src/routes/issues.ts` next to the existing
`shouldImplicitlyMoveCommentedIssueToTodo`
- Applies the guard at both comment entry paths (`PATCH /issues/:id`
with a `comment` body and `POST /issues/:id/comments`) so
`effectiveMoveToTodoRequested` is forced to `false` when actor is an
agent and matches the **current** assignee of a `done`/`cancelled` issue
— even if `reopen: true` was sent explicitly
- PATCH path compares against `existing.assigneeAgentId` (not
`requestedAssigneeAgentId`), so a different agent that PATCHes a
terminal issue with `{ comment, reopen: true, assigneeAgentId: <self> }`
still reopens as today
- The `resume: true` explicit-resume path is preserved verbatim — the
guard short-circuits on `resumeRequested`
- Existing external-caller paths (different agent / human user
commenting on terminal) are unchanged and still reopen
- New unit tests in
`server/src/__tests__/issue-comment-reopen-routes.test.ts`:
- `does not reopen via POST comment+reopen when the assignee agent is
the actor on a done issue`
- `does not reopen via POST comment+reopen when the assignee agent is
the actor on a cancelled issue`
- `does not reopen via PATCH comment+reopen when the assignee agent is
the actor on a done issue`
- `still reopens a done issue via PATCH when a different agent reassigns
to self with reopen=true`

## Verification

- [x] `vitest run src/__tests__/issue-comment-reopen-routes.test.ts` —
65/65 pass locally (4 new + 61 existing)
- [x] `tsc --noEmit` — no new errors in changed files
- [x] Manual trace: explicit-resume path (`resume: true`) still reopens
because the guard short-circuits on `resumeRequested`

## Risks

Low. The guard is a single short-circuit before the existing reopen
decision and only fires when actor is an agent commenting on its own
`done`/`cancelled` issue without `resume: true`. The `resume: true` path
is unchanged, and the PATCH comparison uses the current assignee so
cross-agent takeover with `reopen: true` continues to reopen.

## Model Used

- Provider: Anthropic
- Model: Claude Opus 4.7 (`claude-opus-4-7`)
- Mode: extended thinking + tool use (Claude Code agent harness)

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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 — server-only)
- [x] I have updated relevant documentation to reflect my changes (no
docs touch the reopen guard)
- [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

---

## Cross-references and status (maintainer)

Rebased on current `master`. The implicit-reopen case is already handled
upstream by the user-actor branch of
`shouldImplicitlyMoveCommentedIssueToTodo`; this PR adds the matching
guard for the explicit `reopen: true` path. The PATCH-path guard
compares against `existing.assigneeAgentId` so cross-agent reassignment
+ reopen still reopens.

Refs #3980
Refs #3935
Refs #6601

Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-11 21:55:37 -07:00
Dale Carman d782c4cd53 fix(heartbeat): prevent zombie run coalescing and ensure startup reap completes before timer ticks (#1731)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Agents run in heartbeats — short execution windows triggered by the
heartbeat service
> - The heartbeat service coalesces overlapping wakeups: if a run for an
agent is already active, a new wakeup merges into it rather than
creating a duplicate
> - But when the server restarts, in-progress runs are left in
`"running"` status in the database — their child processes are gone, but
the DB rows persist as orphans
> - The startup `reapOrphanedRuns()` was fired as a `void` promise — the
timer interval started immediately in parallel, so the first timer tick
could coalesce a new wakeup into an orphaned "running" row before the
reap had a chance to remove it
> - Once coalesced, the orphan's `updatedAt` refreshed, making the
reaper skip it as "not old enough" — a zombie run that prevents the
agent from ever waking again
> - This PR fixes both the coalescing guard (do not coalesce into a
zombie) and the startup ordering (await reap before starting the timer),
eliminating the death spiral

## What Changed

- **`server/src/index.ts`** — `startServer` now `await`s
`reapOrphanedRuns()` (with one retry) before calling `setInterval`.
Timer ticks cannot start until orphaned runs are cleaned up.
- **`server/src/services/heartbeat.ts`** — Added two exported pure
functions:
- `isZombieRun(run, tracked)` — returns `true` if a run is `"running"`
in the DB but has no live entry in the in-memory `runningProcesses` Map
- `filterZombieCoalesceTarget(target, tracked)` — returns `null` if the
coalesce candidate is a zombie, letting the wakeup fall through to
create a new queued run instead
- Both coalescing call sites now use `filterZombieCoalesceTarget` before
deciding to coalesce
- **`server/src/__tests__/heartbeat-zombie-guard.test.ts`** — 8 new
behavioral tests covering `isZombieRun` and
`filterZombieCoalesceTarget`, including the critical zombie scenario,
legitimate live runs, queued runs (must never be filtered), and null
pass-through

## Verification

```bash
# Run the new tests
pnpm test:run
```

Manual reproduction (before fix):
1. Start an agent on a timer heartbeat
2. Kill the server mid-run (child process dies, DB row stays
`"running"`)
3. Restart the server
4. Observe: agent never wakes again — subsequent wakeups coalesce into
the dead run, refreshing `updatedAt`, keeping it alive forever

After fix: startup reap clears the orphan before the timer starts;
subsequent wakeups create fresh queued runs.

The one pre-existing test failure (`worktree helpers > copies shared git
hooks`) is unrelated — it fails on `upstream/master` as well due to a
`pnpm install` failure in the test environment.

## Risks

- **Startup latency**: `await reapOrphanedRuns()` adds a small delay
before the timer starts. In practice this is a fast DB query. The retry
adds at most one extra attempt on transient failure.
- **Behavior change**: Wakeups that previously coalesced into zombie
runs will now create new queued runs instead. This is the correct
behavior — the zombie was preventing any forward progress.
- **Queued runs unaffected**: `isZombieRun` only flags `"running"`
status. Queued runs pass through `filterZombieCoalesceTarget` unchanged
(covered by tests).

## Model Used

- OpenAI GPT-5 via a Codex-style terminal coding agent with tool use and
git/gh access. Exact hosted alias is not exposed in this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [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

## Cross-references and status (maintainer)

Refs #3168
Refs #4174
Refs #4697
Refs #6399

Related PRs checked: #4075, #4705, #5232, #6952
- [x] I have searched GitHub for duplicate or related PRs and linked
them above

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 21:54:32 -07:00
sunghere 130219c0be fix(recovery): exempt stranded escalation when assignee shows recent visible progress (#5213)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The recovery service watches `in_progress` agent-assigned issues
every 30s and creates "Recover stalled issue …" child issues when
execution looks stranded
> - The `isRepeatedProductiveContinuationRecovery` branch escalates
after just **two consecutive productive continuation runs** — fine for
genuinely stuck agents that loop without doing anything, but a false
positive for batch workflows that legitimately advance every heartbeat
(e.g. multi-frame image generation that produces 1–2 frames + an
attachment per heartbeat)
> - In production this fired ~95 times for a 19-character batch run,
burning a recovery owner heartbeat each time
> - This pull request adds a "recent visible progress" exemption: if the
assignee posted a comment or any attachment within the exemption window
(default 30 min, env-tunable, 60s floor), skip the escalation and let
the normal continuation-retry path enqueue the next wake
> - The benefit is one platform tweak unblocks all current and future
batch workflows without weakening the genuinely-stuck case — agents that
go silent still escalate after the window elapses

## What Changed

- `server/src/services/recovery/service.ts`
- new `STRANDED_RECENT_PROGRESS_EXEMPTION_MS` constant (default 30 min,
override via env, floored at 60s)
- new `hasRecentVisibleProgress(companyId, issueId, assigneeAgentId,
windowMs)` helper — single parallel query against `issue_comments`
(filtered by `authorAgentId`) + `issue_attachments`, both using existing
indexes
- in `reconcileStrandedAssignedIssues`, the
`isRepeatedProductiveContinuationRecovery` branch now consults the
helper before escalating; on exemption it falls through to the existing
continuation-retry enqueue path
- new `recentProgressExempted` counter on the reconcile result, surfaced
in the periodic recovery log via the existing `...reconciled` spread
- `server/src/__tests__/heartbeat-process-recovery.test.ts`
- new test: recent agent comment → no escalation, continuation
re-queued, `recentProgressExempted: 1`
- new test: stale (24h-old) agent comment → escalation still fires as
before

## Verification

- `pnpm typecheck` — green across the workspace
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts` — 39/39 pass
(37 pre-existing + 2 new)
- Smoke after deploy: confirm Image Spec multi-frame generation no
longer creates `Recover stalled issue …` child issues per heartbeat

## Risks

- **Behavioral shift, low blast radius.** A genuinely-stuck agent that
posts cosmetic comments every <30 min would now escalate later instead
of immediately. Mitigated by:
  - Window is configurable via `STRANDED_RECENT_PROGRESS_EXEMPTION_MS`
- Other escalation paths are untouched (failed/cancelled/timed_out runs
still escalate immediately, paused-tree handling unchanged,
recovery-issue-on-recovery guard unchanged)
- Periodic recovery log now reports `recentProgressExempted` so a
runaway exemption is visible in operations
- No DB migration required — both `issue_comments` and
`issue_attachments` queries use existing indexes
- Backward compatible: pre-existing test "blocks stranded in-progress
work after a productive continuation retry was already used" still
passes unchanged because no comment is seeded → no exemption → escalates

## Model Used

- Claude Opus 4.7 (`claude-opus-4-7`), extended thinking, tool use
enabled. Investigation, change, tests, and PR body all human-supervised
through a Paperclip agent heartbeat.

## 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 — N/A, server-only
- [ ] I have updated relevant documentation to reflect my changes — no
docs touched the previous behavior; the env knob is self-documenting via
the comment in `service.ts`
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge


## Cross-references and status (maintainer)

Rebased onto current `master`. No duplicate PRs absorbed.

Refs #6072 — related open report in the same
`reconcileStrandedAssignedIssues` /
`isRepeatedProductiveContinuationRecovery` family (stale
productive-continuation evidence). This PR does not fix #6072, but the
recent-visible-progress exemption added here shrinks the false-positive
surface in that branch and the new `recentProgressExempted` counter
gives operators visibility into the broader escalation path.

Co-authored-by: sunghere <sunghere@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-11 21:53:51 -07:00
Lempkey e1e2cef928 fix(issues): accept array-form ?status= filter and stop crashing on repeated keys (#4628) (#4890)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Boards, agents, and the public REST API all read issue lists via
`GET /api/companies/:cid/issues`, with `?status=` as the most-common
filter
> - Express's default `qs` parser binds repeated keys to a `string[]` —
the conventional URL form `?status=todo&status=in_progress` is therefore
valid input
> - The service layer treated `filters.status` as a string and called
`.split(",")` unconditionally, returning HTTP 500 with `TypeError:
filters.status.split is not a function`. The same buggy pattern lived at
a second call site in the same file
> - This PR adds a small `parseStatusFilter` helper that normalizes all
four shapes the route can receive, routes both service-layer call sites
through it, and widens the `IssueFilters.status` type so the contract
stops lying about runtime reality
> - The benefit is a passive 500 disappears for any client (curl, board,
agent code) that builds `?status=` with array-style binding, and the
type system now forces every future caller to handle both shapes
correctly

## Linked Issues or Issue Description

- Refs #4628
- Closes #4084
- Related earlier attempt: #1964

## What Changed

- **`server/src/services/issues.ts`** — Added exported helper
`parseStatusFilter(input: string | readonly string[] | undefined):
string[]` that normalizes single strings, CSV
(`?status=todo,in_progress`), array (`?status=todo&status=in_progress`),
and mixed array+CSV; trims and filters empties. Widened
`IssueFilters.status` from `string` to `string | readonly string[]`.
Replaced inline `.split` call sites in `list()`, blocked-count
filtering, `count()`, and `countUnreadTouchedByUser()` with
helper-driven branching.
- **`server/src/routes/issues.ts`** — Replaced dishonest
`req.query.status` casts with `string | string[] | undefined` at both
issue-list and blocked-count entry points so the route contract matches
Express `qs` runtime behavior.
- **`server/src/__tests__/parse-status-filter.test.ts`** (new) — 10 unit
cases: undefined, empty string, single, CSV, array, mixed array+CSV,
whitespace trim, trailing/extra commas, no-mutation guarantee, hostile
non-string entry guard.
- **`server/src/__tests__/issues-list-query-parsing.test.ts`** (new) — 5
supertest cases against a minimal Express app whose handler mirrors the
route cast/forwarding pattern: single, CSV, repeated-key array, mixed
array+CSV, and no `?status` param.
- **`server/src/__tests__/issues-service.test.ts`** — Added
embedded-Postgres service coverage for array-form status filters through
`list`, `count`, and `countUnreadTouchedByUser` on current master.

**Why service-layer, not route-layer:** the bug is the service contract.
Fixing only at the route would leave other service-layer call sites
latent, keep `IssueFilters.status` inaccurate, and let future internal
callers reintroduce the same crash. Widening the type is the forcing
function that prevents recurrence.

**Why `parseStatusFilter` is exported, not file-local:** the helper has
direct unit coverage and keeps the normalization logic colocated with
its only current call sites.

## Coordination with prior work

- Supersedes **#4084** (thanks to @adlai88 for the original
report-and-fix). This PR additionally fixes the extra current-master
service call sites, widens `IssueFilters.status` so the type contract is
honest, replaces the incorrect route casts, and ships direct regression
coverage.
- **#1964** bundles unrelated route/service changes; this PR keeps scope
tight per CONTRIBUTING.md's one-PR-one-change guidance.

## Out-of-scope finding

While verifying all query-string status parsing sites, I found a sibling
bug in `server/src/services/execution-workspaces.ts:409` reachable from
`routes/execution-workspaces.ts:48`, where repeated `?status=` keys can
still hit the same `.split(",")` assumption. I left that out of this PR
to keep the review surface small.

## Verification

```bash
pnpm --filter @paperclipai/server exec vitest run \
  src/__tests__/parse-status-filter.test.ts \
  src/__tests__/issues-list-query-parsing.test.ts \
  src/__tests__/issues-service.test.ts \
  --testNamePattern='parseStatusFilter|issue list status query parsing|accepts array-form status filters in list and count|excludes plugin operation issues from unread inbox counts'
```

Result on the rebased head: `3` files passed, `17` tests passed, `72`
skipped.

GitHub CI on PR `#4890` is green on the rebased head
`805731d3270783d0b80b33ee1dccdc6771febef6`, including `verify`,
`Typecheck + Release Registry`, `Build`, `e2e`, general tests,
serialized suites, Socket checks, Snyk, and `Greptile Review`.

Local workspace typecheck commands still encounter unrelated
current-master baseline errors under `packages/plugins/sdk` and
`server/src/services/company-skills.ts`; no failures were produced from
the `issues` files changed in this PR.

## Risks

- **Type widening blast radius:** `IssueFilters.status` widens from
`string` to `string | readonly string[]`. Any direct caller that still
assumes `.split()` on the input now gets a useful typecheck failure
instead of a latent runtime crash.
- **Behavior change:** `?status=todo,in_progress&status=done` previously
returned HTTP 500; it now returns HTTP 200 with the union of matching
statuses. Single-string and CSV behavior remain unchanged.
- **No migration. No breaking API changes. No new deps. No UI changes.**

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. — Confirmed: this is a bug
fix, not a feature. ROADMAP.md grep showed no overlap.

## Model Used

- **Claude Opus 4.7** (Anthropic), `claude-opus-4-7`, 1M context,
extended thinking. Used for problem scoping, implementation, and test
authoring; the final rebasing, PR prep, and verification updates were
handled in the maintainer 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

## Cross-references and status (maintainer)

- Closes #4084

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 21:52:43 -07:00
Jannes Stubbemann 70357b961f feat(security): per-company JWT signing keys for multi-tenant isolation (#5864)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Agents authenticate to the server with a JWT signed by the
deployment's master secret
> - In a multi-tenant deployment, all agents from every tenant are
signed with the *same* key, so a leak (CI/staging dump, hostile
contractor with infra access, supply-chain) lets the attacker mint
tokens for *any* tenant
> - The same master secret also issued tokens with a 48-hour TTL, giving
any leaked token a two-day window of validity even after rotation
> - This pull request derives a per-company signing key via
`HMAC-SHA256(master, "jwt:<companyId>")` and reduces the default TTL to
1h; the verifier tries the per-company key first and falls back to the
master secret only for tokens issued before this change so no agent gets
locked out on deploy
> - The benefit is multi-tenant key isolation (a leak of one company's
derived key cannot forge tokens for another) and a tighter blast-radius
on any leaked token, with zero local-first impact (single-tenant deploys
derive their one company's key the same way and continue to work
unchanged)

## Linked Issues or Issue Description

Refs #5288 — a separate key-hygiene finding in the same module
(`agent-auth-jwt.ts` falls back to `BETTER_AUTH_SECRET` as the JWT
signing secret). Related agent-JWT trust-model concern, but not fixed by
this PR — the master-secret fallback selection is unchanged here.

No existing issue covers this PR's problem directly — described in-PR:

- In a multi-tenant deployment, agents from every tenant get JWTs signed
with the *same* master key, so a single leak (CI/staging dump, hostile
contractor, supply chain) lets the attacker mint tokens for *any*
tenant.
- The same master secret issued tokens with a 48-hour TTL, giving any
leaked token a two-day validity window even after rotation.
- Fix: derive a per-company signing key via `HMAC-SHA256(master,
"jwt:<companyId>")` and reduce the default TTL to 1h, with a
master-secret verification fallback so pre-existing tokens are not
locked out on deploy.

## What Changed

- **`server/src/agent-auth-jwt.ts`**
- New `deriveCompanySigningKey(masterSecret, companyId)` — `HMAC-SHA256`
with domain-separated input (`jwt:<companyId>`) so the master secret can
be safely reused for other HMAC purposes in the future without
cross-protocol risk.
  - `signAgentJwt` always signs with the derived per-company key.
- `verifyAgentJwt` reads `company_id` from the token's (untrusted) claim
payload, looks up the candidate derived key, and verifies. If that fails
AND a master secret is set, it falls back to verifying with the raw
master secret — pre-existing tokens validate until they expire.
Verification still fails if the signature doesn't bind.
- Default TTL: `60 * 60 * 48` → `60 * 60`. Existing
`PAPERCLIP_AGENT_JWT_TTL_SECONDS` override still wins.
- **`PAPERCLIP_AGENT_JWT_DISABLE_LEGACY_FALLBACK`** (optional, default
off) — operators set this ~one TTL after deploying to sunset the
master-secret verification fallback entirely, closing the window in
which a leaked master secret could forge arbitrary-`exp` tokens for any
tenant.
- **`server/src/__tests__/agent-auth-jwt.test.ts`** (6 new cases)
- Per-company isolation via tamper: token for company A fails when
verified for company B.
- Legacy-token verification path: tokens signed with the raw master
secret still verify.
  - Default TTL is 1h.
- Legacy fallback toggle: master-secret tokens accepted when unset,
rejected when enabled, and per-company tokens unaffected either way.

## Verification

- `pnpm --filter @paperclipai/server run typecheck` — clean.
- `npx vitest run agent-auth-jwt` — 11/11 pass (6 new + 5 existing).
- Manual: token signed for company A under per-company key fails when
verified against company B's derived key.

## Risks

- **Backward-compatible verification**, so no agent gets locked out on
deploy — but operators relying on hot-swapping the master secret should
note that pre-existing tokens *will* keep validating against the master
key until their TTL elapses, unless
`PAPERCLIP_AGENT_JWT_DISABLE_LEGACY_FALLBACK=true` is set to end the
fallback window explicitly.
- **TTL reduction is a default, not a hard cap.** Operators who relied
on the 48h window can override via env. If 1h is too aggressive for
upstream taste, happy to gate the change behind an env var.
- **No new required env vars.** Single-tenant local-first deploys derive
one company's key the same way and behave identically to today.
- **Domain-separated HMAC input** (`jwt:<companyId>`) means the master
secret can be safely reused for other future HMAC purposes without
cross-protocol risk.

## Model Used

Claude Opus 4.7 (1M context), extended thinking mode; rebase +
legacy-fallback sunset documentation by Claude Fable 5 (1M context).

## Checklist

- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] Thinking path traces from project context to this change
- [x] Model used specified
- [x] Checked ROADMAP.md — part of the multi-tenant hardening initiative
- [x] Tests run locally and pass (`agent-auth-jwt` 11/11)
- [x] Added per-company-isolation, legacy-fallback, and TTL-default
tests
- [x] No UI changes
- [x] Documented risks above
- [x] Will address all Greptile and reviewer comments before merge

Part of the multi-tenant hardening initiative — see also #3967
(cross-tenant 404 oracle) and #5865 (plugin tables `company_id`).

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-06-11 18:00:22 -07:00
Jannes Stubbemann 606e74d11f cloud_tenant: company-scoped tenants, never instance-admin (#7525)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies, and a
single server instance can host many companies.
> - The auth middleware (`server/src/middleware/auth.ts`) supports a
`cloud_tenant` mode where a trusted hosting proxy injects per-request
identity headers, designed originally for one-deployment-per-tenant
setups.
> - In that original setup, granting every cloud tenant the
`instance_admin` role was harmless; on a **shared, multi-tenant pool**
it means any paying tenant is admin of the whole instance and can reach
every other tenant's data.
> - A tenant only needs to own its own company — which it already gets
via the company membership the same code path upserts — so
instance-level admin is never appropriate for `cloud_tenant` actors.
> - This PR removes the `instance_admin` grant from the cloud-tenant
path and pins `isInstanceAdmin: false` on the resolved actor.
> - Greptile review then surfaced a follow-up gap: deployments that ran
the pre-hardening build still have stale `instance_admin` rows in
`instance_user_roles`, which other lookups (BetterAuth session path,
board API keys, and the authorization service's own DB re-check) would
still honor.
> - The follow-up commit closes that gap by purging stale rows at the
cloud-tenant auth boundary and by teaching the authorization service
that `cloud_tenant` actors are never instance admins.
> - The benefit is that shared-pool hosting becomes structurally safe:
tenants are company-scoped owners, never instance admins — including on
deployments upgrading from the older behavior.

## Linked Issues

- Refs #966 — managed SaaS multi-tenant hosting is the deployment shape
this hardening protects.
- Refs #5015 — same problem space: instance-admin-scoped credentials are
too broad for multi-company instances; tenants need company-scoped
access.

Neither issue is fully closed by this PR; it removes the instance-admin
grant from the `cloud_tenant` trusted-header path specifically.

## What Changed

- `server/src/middleware/auth.ts`
- Removed the `instanceUserRoles` insert that granted every cloud tenant
`instance_admin`; `resolveCloudTenantActor` now returns
`isInstanceAdmin: false` (was `true`).
- `resolveCloudTenantActor` now **deletes** any stale `instance_admin`
row for the authenticated tenant user on every trusted-header request,
so grants left behind by pre-hardening deployments are purged at the
source (closes the Greptile P2: stale rows could otherwise re-elevate
the user via the BetterAuth session path, board API keys, or the
authorization service).
  - The function is `export`ed so it can be unit-tested directly.
- `server/src/services/authorization.ts`
- `authorizationService` previously re-checked `instanceUserRoles` from
the DB regardless of the actor flag, which would have elevated even
hardened `cloud_tenant` actors while a stale row lingered. Actors with
`source === "cloud_tenant"` are now never elevated to instance admin;
other board actors keep the existing lookup.
- `server/src/services/authorization.ts` +
`server/src/middleware/auth.ts` (follow-up commit `dc57a71c7`)
- CI on the merge ref surfaced that elevation removal alone strands real
cloud tenant users: board actors only ever reached `issue:read` /
`issue:mutate` through instance-admin elevation (`permissionForAction`
maps both to no grant key). `decide()` now grants `cloud_tenant` actors
with an **active membership in the resource company** the same read
surface as a same-company agent (`agent:read`, `company_scope:read`,
`issue:read`, `project:read`) plus `issue:mutate` for non-viewer members
— cross-company access stays denied (new `allow_company_member` reason).
- `resolveCloudTenantActor` seeds the standard role-default permission
grants (`ensureHumanRoleDefaultGrants`) so granted actions (e.g.
`tasks:assign`, `agents:create` for owners) work without elevation.
- Master-side route tests that stubbed cloud tenant actors with
`isInstanceAdmin: true` now seed a real membership and assert under the
hardened contract (`issue-identifier-routes`,
`multilingual-issues-routes`, `issue-comment-redaction`).
- Tests
- `server/src/middleware/cloud-tenant-actor.test.ts` (new): cloud tenant
is never instance-admin, is scoped to exactly the one company from its
stack, still upserts user/company/membership, purges stale
`instance_admin` rows, returns null without the server token, and maps
non-owner stack roles without elevating.
- `server/src/__tests__/auth-session-route.test.ts`: end-to-end
middleware regression — a user with a stale `instance_admin` row stops
being elevated via the session path once they authenticate through the
cloud-tenant path (with a control assertion showing the pre-purge
elevation).
- `server/src/__tests__/authorization-service.test.ts` (embedded
Postgres): a `cloud_tenant` actor with a stale `instance_admin` row in
the real DB cannot cross company boundaries, while a `session` actor
with the same row still resolves `allow_instance_admin`.

## Verification

Run from the repo root after `pnpm install --frozen-lockfile`:

```bash
cd server
npx vitest run src/middleware/cloud-tenant-actor.test.ts src/__tests__/auth-session-route.test.ts
# 9 tests passed
npx vitest run src/__tests__/authorization-service.test.ts
# 16 tests passed (embedded Postgres)
pnpm typecheck
# clean
```

Also ran the broader auth-related suites locally (`auth-routes`,
`authz-company-access`, `better-auth`, `adapter-routes-authz`,
`express5-auth-wildcard`): 8 files, 58 tests, all passing.

## Risks

- **This touches authentication and authorization paths directly.**
Mistakes here are security bugs in both directions; review accordingly.
- **Behavioral change for existing `cloud_tenant` deployments:** tenants
that previously (incorrectly) had instance-admin lose it — including the
ability to see/manage other companies on the instance. This is the
intended hardening, but any single-tenant deployment that relied on the
cloud-tenant identity for instance administration must provision a
separate admin identity.
- **The purge is destructive by design:** if an operator's
instance-admin identity is *also* provisioned through the cloud-tenant
headers (same user id), its `instance_admin` row will be deleted on the
next trusted-header request. Operators should hold admin through a
non-cloud-tenant identity.
- **Residual gap (documented, not fixed here):** a deployment that ran
the old cloud_tenant build and then *disabled* cloud-tenant mode keeps
stale rows until the affected user re-authenticates through the cloud
path. A data migration was considered and deliberately avoided: there is
no reliable SQL predicate for "cloud-tenant-provisioned user" (no source
column), so a migration risks deleting legitimate admins.
- No schema or migration changes; no UI changes.

## Model Used

- Claude Fable 5 (claude-fable-5, 1M context), extended thinking + tool
use, via Claude Code — this revision; original PR authored in an earlier
Claude Code session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above (none duplicate this; related issues Refs #966 / #5015 are
linked in the issue section)
- [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 (no UI changes)
- [x] I have updated relevant documentation to reflect my changes (no
existing docs reference `cloud_tenant` mode)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-11 17:59:32 -07:00
Harshit Khemani d7f2f88323 fix(server): allow board members the null-mapped visibility actions agents already get (#7890) (#7935)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The authorization service (`server/src/services/authorization.ts`)
decides every actor's actions; `permissionForAction()` intentionally
maps read/visibility actions (`agent:read`, `issue:read`,
`project:read`, `company_scope:read`, `runtime:manage`, `secrets:read`)
to `null`, meaning "no explicit database grant required"
> - The board-actor path's `if (!permissionKey) return
deny(deny_unsupported_action)` guard caught those null-mapped actions
*before* any membership-based evaluation, contradicting the intentional
null mapping
> - Result (#7890): board users with active company membership see "You
have no agents" on the Dashboard — `filterAgentsForActor()` drops every
agent because `access.decide({action: "agent:read"})` denies
> - This pull request allows exactly those six actions for board users
with an active company membership, mirroring the agent actor path's
standard-trust policy so board and agent actors behave consistently
> - The benefit is board members can actually see their company's
agents, issues, and projects, while everything else (including
`agent:wake` and `issue:mutate`, which have no board analog today) keeps
its existing deny

## Linked Issues or Issue Description

Fixes #7890

## What Changed

- `server/src/services/authorization.ts`: inside the board path's
null-`permissionKey` branch, the six null-mapped visibility actions
(`agent:read`, `company_scope:read`, `issue:read`, `project:read`,
`runtime:manage`, `secrets:read`) now resolve via `getActiveMembership`
— active membership → `allow` with the pre-existing
`allow_simple_company_member` reason; no membership →
`deny_missing_membership`. All other null-mapped actions (`agent:wake`,
`issue:mutate`) keep `deny_unsupported_action`.
- `server/src/__tests__/authorization-service.test.ts`: three regression
tests in the existing embedded-postgres suite — member allowed the
visibility actions, non-member denied with `deny_missing_membership`,
and `agent:wake`/`issue:mutate` still denied.

## Verification

- `npx vitest run server/src/__tests__/authorization-service.test.ts` →
20 passed (17 pre-existing + 3 new) against embedded postgres.
- `pnpm --filter @paperclipai/server typecheck` → clean.
- Policy rationale: the agent actor path's standard-trust branch already
allows these same six actions company-wide (`allow_company_agent`); this
PR gives board members the identical set, per the issue's note that the
null mapping means "no explicit grant needed". `agent:wake` is self-only
for agents and `issue:mutate` is assignee-gated — neither has a board
semantic today (no route invokes them for board actors), so both
intentionally keep the unsupported-action deny.

## Risks

- This is authorization code, so reviewed conservatively: the change
only affects the board (session user) path, only for actions that
returned `null` from `permissionForAction()`, and only flips deny→allow
when an **active** company membership exists. Instance admins and
`local_implicit` boards were already allowed via earlier short-circuits.
- Viewer members keep the four read-only visibility actions but are
denied `runtime:manage` and `secrets:read` (`deny_missing_grant`),
matching the `tasks:assign` viewer carve-out in the same board block
(added in review follow-up 55f3b40).

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code, agentic
mode with tool use (subagent implementation + independent adversarial
review subagent), extended thinking 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 (none found for #7890)
- [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 — server-only; the UI symptom is "no agents" with no
styling change)
- [x] I have updated relevant documentation to reflect my changes (N/A —
no docs describe the board permission mapping)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 17:58:46 -07:00
ymmot 7058d7b6c3 fix: auto-complete approved review comments (#5839)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issue lifecycle and review handoff rely on a comment-driven
"approve" gesture from the active reviewer to transition `in_review` →
`done`
> - The original auto-completion path matched approval markers loosely
and split the comment insert from the status transition, which let `NOT
APPROVED` close issues and let a 422-on-status-change leave an orphan
comment behind
> - That broke the safety expectation that a rejection comment can never
auto-complete an issue, and that observable state (comment+status)
cannot diverge from intended state
> - This pull request tightens the approval regex against negated
phrasings and wraps the comment insert + status transition + execution
decision in one transaction so a failed transition rolls the comment
back
> - The benefit is that reviewers can post negated phrasings safely, and
any failure in the auto-approval transition leaves the thread unchanged
instead of in a half-applied state

## Linked Issues or Issue Description

### What happened?

The comment-driven auto-approval path in `routes/issues.ts` had two
latent safety bugs surfaced during review:

1. The approval-detection regex matched negated phrasings such as `NOT
APPROVED`, `NOT APPROVED.`, `Do not approve`, `Not approving this`, so a
reviewer comment intended as a rejection could auto-complete the issue.
2. The auto-approval insert + status transition + execution decision
were not atomic. If the post-comment status update returned 422
(`unprocessable`), the persisted approval comment was left behind
without the corresponding state change, leaving the thread half-applied.

### Expected behavior

- Negated approval phrasings (`NOT APPROVED`, `not approved.`, `I do not
approve`, `not approving this`, etc.) must never trigger
auto-completion. Positive controls (`Approved`, `LGTM, approved`) must
continue to trigger it.
- A failed status transition must roll back the corresponding approval
comment so observable state and intended state never diverge.

### Steps to reproduce

1. Open an `in_review` issue assigned to a reviewer.
2. As the reviewer, post `NOT APPROVED` as a comment.
3. Prior to this fix: the issue auto-transitions to `done`. After this
fix: the issue stays `in_review`, the comment lands, and no transition
fires.
4. Separately, induce a 422 on the post-approval status update (e.g.
concurrent delete). Prior to this fix: the approval comment is persisted
but the issue stays `in_review`. After this fix: the comment is rolled
back along with the failed transition.

### Paperclip version or commit

Branch tip `ca60f00276` at the time of this submission. Targets
`master`.

### Deployment mode

Affects both hosted and self-hosted deployments. Behavior is server-side
only.

## What Changed

- Tightened the review-marker approval regex in
`server/src/routes/issues.ts` so it rejects negated phrasings while
preserving positive controls.
- Required structured `kind: review` / `decision: approved` metadata
adjacent to the markdown approval marker (rejects blank-separated
structured approval and mismatched actor kinds).
- Wrapped the auto-approval comment insert, status transition, and
execution decision in a single drizzle transaction in
`server/src/routes/issues.ts`, threading the transaction handle through
`addComment` in `server/src/services/issues.ts` so a concurrent delete
or 422 transition rolls back the comment.
- Added a dedicated activity log entry for the post-approval status
transition and skipped stale `issue_commented` wakes that arrive after
the auto-approval transition.
- Added 61 regression tests in
`server/src/__tests__/issue-comment-reopen-routes.test.ts` covering
negated phrasings, positive controls, structured-metadata adjacency,
actor-kind matching, atomic rollback on transition failure, and
stale-wake suppression.

## Verification

- `cd server && npx vitest run
src/__tests__/issue-comment-reopen-routes.test.ts` → 61/61 passing
locally.
- Typecheck on changed files passes locally.
- All required CI checks expected to be green on this branch tip.

## Risks

- Low risk. Changes are localized to the comment-driven auto-approval
path; existing `addComment` callers are unaffected (the new transaction
handle parameter is optional and defaults to the top-level `db`).
- The transaction wrapper changes observable timing very slightly
(single tx vs. two-step), but the only externally visible effect is
atomicity — failures now leave no orphan state.
- Regex tightening is opt-out safe (positive controls still match) but
if a reviewer in the wild used a creative phrasing not covered by the
regression set, they may need to repost as `Approved`.

## Model Used

- Provider: Anthropic
- Model: Claude Opus 4.7 (`claude-opus-4-7`)
- Capabilities: extended thinking, tool use, code execution

## Checklist

- [x] I searched for similar open/closed PRs and confirmed this is not a
duplicate
- [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 either linked existing issues or 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] I have considered and documented any risks above

---------

Co-authored-by: Tommy <tommy@Mac-mini-Anton.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 17:54:07 -07:00
Devin Foley bb7978327e fix(logger): redact passwords and tokens from HTTP error log lines (#8013)
Resubmits #5820 by @echokos. The original PR's head fork could not
accept maintainer edits (organization-owned fork without cross-org
maintainer-edit access), so we've resubmitted the commits here with
original authorship preserved. Thanks to @echokos for the contribution.

---

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies; the
server is an Express app with structured HTTP logging via pino-http.
> - The middleware in `server/src/middleware/logger.ts` defines a
`customProps` hook that attaches request context (`req.body` /
`req.params` / `req.query`) to every 4xx/5xx log entry so operators can
diagnose failed requests.
> - That hook copies the body verbatim. Better Auth's `POST
/api/auth/sign-in/email` carries an `{ email, password }` body — on a
wrong-password attempt the request lands in the 4xx branch and the
plaintext password is written to `~/.paperclip/logs/server.log`.
> - Two existing issues raise this (#3072 plaintext-password leak, #4759
similar concerns) and neither has a fix.
> - Same exposure surface applies to sign-up, reset-password, API key
creation, and any endpoint that accepts a credential in the body and can
return 4xx.
> - This pull request introduces a small `redactSensitive` walker that
returns a shallow copy of the input with values for known
credential-shaped keys replaced with `[REDACTED]`, and applies it at
every body/params/query log site in `customProps`.
> - The benefit is that operators can keep diagnostic logging on without
their disk silently accumulating user passwords and bearer tokens.

## What Changed

- `server/src/middleware/redact-sensitive.ts` (new): depth-capped,
case-insensitive walker. Sensitive keys covered: `password`,
`currentPassword`, `newPassword`, `passwordConfirmation`,
`passwordConfirm`, `confirmPassword` (+ snake_case variants), `secret`,
`client_secret`, `access_token`, `refresh_token`, `id_token`,
`auth_token`, `session_token`, `api_key`, `authorization`,
`private_key`. Bare `token` deliberately not in the list — pagination
cursors and CSRF tokens are not credentials (per Greptile review).
- `server/src/middleware/logger.ts`: wraps the six log sites in
`customProps` (3 ctx-path + 3 fallback-path) with `redactSensitive`.
- `server/src/__tests__/redact-sensitive.test.ts` (new): covers
plaintext password, case-insensitive matching, multiple credential keys,
nested objects/arrays, bare `token` left untouched, primitives
untouched, cycle safety.
- Depth-cap returns `undefined` (field absent from log line) rather than
a sentinel string, per Greptile review.

## Verification

- `pnpm --filter @paperclipai/server test redact-sensitive` should run
the new test file green.
- Manual: tail `~/.paperclip/logs/server.log`, hit `POST
/api/auth/sign-in/email` with a deliberately wrong password, confirm the
logged `reqBody.password` reads `[REDACTED]` (not the plaintext) and the
surrounding fields still appear for diagnosis.

## Risks

Low. The walker only rewrites values at the log-emit boundary — the
actual `req.body` object handed to downstream handlers is unchanged
because `redactSensitive` returns a new object. Standard log fields
(email, route path, status code) remain visible. The sensitive-key list
is conservative enough that the only risk is over-redacting a
non-credential field that happens to share a name with a known
credential; the bare `token` carve-out in this revision addresses the
most obvious such case.

## Model Used

- Claude Opus 4.7 (`claude-opus-4-7`), Anthropic, extended thinking
mode, working through Claude Code CLI.

## 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
- [ ] I have run tests locally and they pass (no `node_modules` in my
disposable PR-prep checkout; CI vitest will exercise)
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots (N/A — server-only)
- [ ] I have updated relevant documentation to reflect my changes (no
doc surface affected)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Closes #3072. Refs #4759.

---

## Original Context

`customProps` in the HTTP logger copies `req.body` / `req.params` /
`req.query` verbatim into 4xx/5xx log entries. Better Auth's
wrong-password flow therefore writes:

```
{"reqBody":{"email":"…","password":"founding6gomez6croaking"},"msg":"POST /api/auth/sign-in/email 401"}
```

…to disk. This PR rewrites credential-shaped values to `[REDACTED]` at
that boundary.

---

## Cross-references and status (maintainer)

Closes #5820
Closes #3095
Closes #4760
Closes #4886

---------

Co-authored-by: Aurora <aurora@majorimpact.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-11 17:09:32 -07:00
AyeletMorris-ShieldFC d2ef767712 fix(heartbeat): clear orphan execution locks on every issue when a run finalizes (#4318)
> **Note (rebase, 2026-06-11):** this PR was rebased onto current
`master` again after #6008 (`Clear stale checkoutRunId on run
finalization and add backstop sweeper`) landed. See "What Changed" below
for how the previous narrow per-issue checkoutRunId clear from #6008 is
now subsumed by a single bulk-update pass over every sibling that still
references the finalizing run, with the two columns cleared in separate,
scoped UPDATEs so retry pointers are not clobbered.

## Thinking Path

> - Paperclip orchestrates AI-agent companies; issue execution ownership
is gated by `executionRunId` / `executionAgentNameKey` /
`executionLockedAt`, and any checkout whose run doesn't match the stored
`executionRunId` is rejected with 409 "Issue run ownership conflict"
> - In production, a running company silently got stuck: multiple
in-progress issues ended up with `executionRunId` pointing at heartbeat
runs that had already finalized hours earlier, so every new agent
checkout returned 409 and the issues stayed marked blocked forever
> - Root cause: `releaseIssueExecutionAndPromote` only resolved and
cleared the execution lock on one issue per finalizing run (the run's
`contextSnapshot.issueId`, or `rows[0]` when no context issue existed),
but `enqueueWakeup`'s "legacy run" fallback can stamp the same `run.id`
onto sibling issues' `execution_run_id`, so the siblings were left as
orphans
> - #4258 shipped a *reactive* fix for this bug class in `issueService`:
`clearExecutionRunIfTerminal` now self-heals a stale execution lock on
the next ownership-gated access (`checkout`, `assertCheckoutOwner`,
`release`) to each affected issue, and `release` now unconditionally
clears the three execution-lock fields
> - #6008 shipped the *symmetric* fix for the `checkoutRunId` column
(per-issue self-heal in `releaseIssueExecutionAndPromote`,
`clearCheckoutRunIfTerminal` helper, and a backstop sweeper)
> - This PR adds the *proactive* half at the point of run finalization,
and generalizes #6008's per-issue checkoutRunId clear to every sibling
that still references the finalizing run. After this PR + #4258 + #6008,
orphan locks are cleared at the moment the run ends (across both
execution and checkout columns, on every affected sibling), not only on
the next access attempt to one of them

## Linked Issues or Issue Description

- Closes #4194
- Closes #201
- Closes #3904

## What Changed

- **`server/src/services/heartbeat.ts` —
`releaseIssueExecutionAndPromote`:** lock the context issue (when set)
**and** every issue still referencing the finalizing run via either
`execution_run_id` or `checkout_run_id`, under a single `SELECT ... FOR
UPDATE ORDER BY id` (deterministic lock acquisition across concurrent
finalizations). Then issue two scoped bulk `UPDATE`s in the same
transaction:
- one clears `executionRunId` / `executionAgentNameKey` /
`executionLockedAt` on every issue whose `executionRunId` still matches
this run,
- the other clears `checkoutRunId` on every issue whose `checkoutRunId`
still matches this run.

The split avoids clobbering a retry's `executionRunId` pointer: in the
codex-transient-upstream and process-loss retry paths, `executionRunId`
is moved from this run to the retry run before
`releaseIssueExecutionAndPromote` runs, while `checkoutRunId` is left
pinned at the failed run. A single combined `UPDATE` with an `OR`
predicate would null the retry's `executionRunId` in that case — these
two scoped UPDATEs do not.

The deferred-wake promotion contract is preserved: pick the run's
context issue when present, else the first candidate (matching the
legacy `rows[0]` selection under the new ordering). Recovery-agent
fields added by a concurrent master change (`taskKey`, `recoveryAgent`,
`recoverySessionBefore`, `recoveryAgentNameKey`, and the extra
`assigneeAgentId`/`assigneeUserId` columns used downstream for
`issueNeedsImmediateRecovery`) are fully preserved through the merge.
The workspace-validation-failed recovery-comment path added by master is
also preserved on the primary issue.
- **`server/src/__tests__/execution-lock-orphan-cleanup.test.ts` (new, 6
tests):** multi-issue cleanup on finalize (2 issues); higher fan-out (4
issues) exercising the bulk `UPDATE` path; finalization of a run without
a `contextSnapshot.issueId`; cross-company isolation under a
pathologically cross-tenant `executionRunId`; unrelated-run locks are
never touched by a sibling run's finalization; and a dedicated test for
the `checkoutRunId` bulk-clear path that proves the split-UPDATE
invariant by seeding a sibling whose `executionRunId` already points at
a retry run while `checkoutRunId` is still pinned at the finalizing run
— the test asserts the retry pointer is preserved and the checkout
column is cleared.

**Not in this PR:** `server/src/services/issues.ts` is intentionally
unchanged. The release-side changes from the previous revision of this
PR are fully subsumed by #4258 (`clearExecutionRunIfTerminal` plus
unconditional clear in `release`) and #6008
(`clearCheckoutRunIfTerminal`). The per-issue checkoutRunId clear added
in `releaseIssueExecutionAndPromote` by #6008 is replaced by the bulk
path here, which strictly widens coverage from "primary issue only" to
"every sibling that still references this run".

## Verification

- `pnpm install --frozen-lockfile` — clean
- `pnpm typecheck` (server workspace) — passes on the rebased branch
- Focused suite (8 files, 147 tests — `execution-lock-orphan-cleanup`
(6), `heartbeat-run-log`, `heartbeat-run-summary`,
`issues-checkout-wakeup`, `issue-execution-policy-routes`,
`issue-agent-mutation-ownership-routes`, `issues-service`, and
`issue-stale-execution-lock-routes`): **147/147 pass**.
- `heartbeat-process-recovery.test.ts` (52 tests): 51 pass; the one
failure (`queues exactly one retry when the recorded local pid is dead`)
reproduces verbatim on raw `master` with the PR's changes reverted, so
it is a pre-existing flake (also noted by the earlier CI-retrigger
commit on this branch).
- Regression evidence: reverting `server/src/services/heartbeat.ts` to
`master` while keeping the 6 new tests causes 5 of them to fail (the
finalization-cleanup tests, including the new
checkoutRunId-pointer-preservation test; the "unrelated-run locks never
touched" test passes either way — that's its purpose as a negative
control); restoring the fix returns to 6/6 green.
- `pnpm-lock.yaml` untouched; no migration required; no public API shape
change.

Repro-ability of the original production symptom:

```
# Seed an issue with executionRunId pointing at a finalized run
# (matches what enqueueWakeup's legacy-run fallback can produce)
UPDATE issues SET execution_run_id = '<finalized-run-id>',
                  execution_agent_name_key = 'ceo',
                  execution_locked_at = NOW()
 WHERE id = '<issue-id>';
# Any subsequent svc.checkout against this issue 409s until the
# lock is cleared. Before #4258, the lock stayed forever. After
# #4258, it self-heals on next ownership-gated access. After this
# PR, it's cleared at the moment the run finalizes so an untouched
# sibling issue doesn't rely on a later access to recover.
```

## Risks

- **Same bug class exists in two adjacent, untouched code paths in this
file** — `enqueueProcessLossRetry` repoints `executionRunId` only for
the context issue (not siblings stamped with the failed run id), and
`enqueueMissingIssueCommentRetry` locks all matching issues under `FOR
UPDATE` but only updates the first row returned. Filed separately as
#4319 with exact line refs so this PR can stay narrow.
- **No `activity_log` entry is emitted for secondary orphan issues**
whose locks are cleared by the new bulk UPDATEs — only the single
primary issue retains its existing promotion event stream. Callers that
audit lock transitions purely via `activity_log` may see orphan issues
flip to `execution_run_id = null` (or `checkout_run_id = null`) without
a matching event. Easy to add a batched log line in a follow-up if audit
completeness matters; the #6008 backstop sweeper already emits
`issue.stale_lock_cleared` for the catch-up path so this is mainly an
observability nicety for the proactive path.
- **UI polling shift** — `ui/src/pages/IssueDetail.tsx` and
`ui/src/lib/issueActiveRun.ts` key off `execution_run_id` for active-run
polling; clearing orphan locks at finalize (rather than waiting for next
access as in #4258's flow) means the "executing" UI state falls back
slightly faster when the underlying run has genuinely finalized.
Observable, but an improvement over showing stuck state.
- **Lockfile and manifests untouched**; no migration required; no public
API shape change.

## Model Used

- **Provider/model:** Anthropic Claude Opus 4.7 (the model this session
is running on, per Cursor IDE system context)
- **Harness:** Cursor IDE
- **Capabilities used:** extended/reasoning thinking mode; filesystem
and shell tool use; parallel subagent orchestration for a three-lens
readonly self-review (correctness+concurrency, regression blast radius,
test adequacy+style) before the initial push; targeted rebase conflict
resolution after #4258 landed and again after #6008 landed, combining
all three branches' changes to `releaseIssueExecutionAndPromote`
- **Context:** full repository plus live access to the running Paperclip
instance that exhibited the bug (the instance was unblocked via a
targeted DB intervention before this code fix was authored; the live
observation drove the root-cause analysis)

## 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 (the roadmap contains no references to heartbeat
execution-lock management or `releaseIssueExecutionAndPromote`)
- [x] I have searched GitHub for duplicate or related PRs and linked
them above (#4258 and #6008 are the closest prior art and are explicitly
cross-linked in the thinking path and "What Changed" sections; no other
open or merged PR touches `releaseIssueExecutionAndPromote`)
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template — see "Linked Issues or Issue Description" above
- [x] I have run tests locally and they pass (typecheck workspace-wide;
147/147 in the focused suite including #4258's and #6008's new tests)
- [x] I have added or updated tests where applicable (6 regression
tests; 5 of them provably fail on `master` without the code change)
- [ ] If this change affects the UI, I have included before/after
screenshots — *n/a, this is a server-only change; any UI polling effect
is documented under Risks*
- [ ] I have updated relevant documentation to reflect my changes —
*n/a, no user-facing or API docs reference
`releaseIssueExecutionAndPromote`*
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (the prior `verify` flake is
unrelated to this PR's change path and reproduces on unrelated branches;
documented above and in follow-up #4328)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(the only test-coverage gap Greptile flagged on the latest review — the
`checkoutRunId` bulk-clear branch — is now covered by the new 6th test
in this revision)
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-11 16:39:47 -07:00
scotttong 6f9801a46b feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

## Verification

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

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

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

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


## Risks

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes (none
required — experimental flag, self-documenting Settings card; noted
above)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16
gates SUCCESS, incl. e2e and all 4 serialized-suite shards)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1
findings fixed + confirmed resolved; both summary notes addressed in
`8af3041a`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 16:32:55 -05:00
Dotta 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):

![AgentConfigForm with forced Kubernetes
execution](https://raw.githubusercontent.com/paperclipinc/paperclip/296ad06e8/screenshots/PR-7938-agent-config-forced-kubernetes.png)

No managed environment available yet (warning notice, no silent local
fallback):

![AgentConfigForm forced Kubernetes, missing environment
warning](https://raw.githubusercontent.com/paperclipinc/paperclip/296ad06e8/screenshots/PR-7938-agent-config-forced-kubernetes-missing-env.png)

## 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
Devin Foley c139d6c025 fix(codex-local): omit default model so codex CLI picks per auth mode (#7971)
## Thinking Path

> - Paperclip orchestrates AI agents through pluggable local adapters;
codex_local wraps OpenAI's `codex` CLI.
> - The codex_local adapter declares a hard-coded
`DEFAULT_CODEX_LOCAL_MODEL = "gpt-5.3-codex"` and multiple Paperclip
consumers (UI build-config, server route, OnboardingWizard, NewAgent
form, AgentConfigForm) fall back to it when the operator doesn't pick a
model.
> - That model — and every `*-codex` model plus the older
`gpt-5/5.1/5.2` lines — is API-key-only. Codex CLI rejects them on
ChatGPT subscription auth with "The 'gpt-5.3-codex' model is not
supported when using Codex with a ChatGPT account."
> - Every codex_local agent created through the default onboarding path
inherits this pin and breaks on its first heartbeat for any user authed
via `codex login` (ChatGPT).
> - claude_local already takes the right shape: its build-config only
sets `adapterConfig.model` when the operator actually picked one, and
falls through to whatever default `claude` CLI uses.
> - Codex CLI's own default is auth-mode-aware. ChatGPT-subscription
accounts get `gpt-5.5`; API-key accounts get the codex-tuned default. A
Paperclip-side pin masks this and downgrades whichever group it wasn't
built for.
> - This PR makes codex_local match claude_local's shape: omit
`adapterConfig.model` when the user picks "default," and let the CLI
choose. Subscription users stop breaking; API-key users stop getting
downgraded.
> - The benefit is auth-mode-correct defaults with no Paperclip-side
hard pin, plus future-proofing: when OpenAI bumps the CLI default we
inherit it for free.

## What Changed

- `packages/adapters/codex-local/src/ui/build-config.ts` — only set
`adapterConfig.model` when the operator picked one (parity with
`packages/adapters/claude-local/src/ui/build-config.ts`).
- `server/src/routes/agents.ts` — drop the codex_local-specific
`next.model = DEFAULT_CODEX_LOCAL_MODEL` fallback in
`applyCreateDefaultsByAdapterType`. Bypass-sandbox default is left in
place (security posture, not a model choice).
- `ui/src/pages/NewAgent.tsx`, `ui/src/components/AgentConfigForm.tsx`,
`ui/src/components/OnboardingWizard.tsx` — stop pre-populating the model
field with `DEFAULT_CODEX_LOCAL_MODEL` when the user selects the Codex
adapter. Other adapters' defaults (gemini_local, cursor, opencode_local)
are unchanged.
- `DEFAULT_CODEX_LOCAL_MODEL` is preserved as an exported constant for
downstream consumers / plugin authors who want to opt in to a pin; we
just stop forcing it on operators who didn't ask for one.
- Test: assert `buildCodexLocalConfig` omits `model` when input is
blank.

## Verification

- `pnpm exec vitest run
packages/adapters/codex-local/src/ui/build-config.test.ts
packages/adapters/codex-local/src/server/codex-args.test.ts
server/src/__tests__/adapter-registry.test.ts
server/src/__tests__/heartbeat-model-profile.test.ts
server/src/__tests__/agent-permissions-routes.test.ts` → 74/74 passing
- `pnpm exec vitest run ui/src/lib/duplicate-agent-payload.test.ts
ui/src/lib/acpx-model-filter.test.ts` → passing
- `pnpm tsc --noEmit -p .` → clean
- Live: I separately verified live during initial investigation that on
ChatGPT-subscription auth, `gpt-5.3-codex` is rejected and `gpt-5.5` is
what Codex CLI picks by default. Omitting model lets the CLI handle
that.

## Risks

- Telemetry: any sink that reads `adapterConfig.model` for cost
attribution will now see the empty/omitted case more often. The CLI
emits the actually-used model in its event stream; downstream telemetry
should already read from there for accuracy, but worth a check.
- Operator UX: "default" now means "whatever the CLI picks" instead of a
Paperclip-known model. The selectable catalog still includes `gpt-5.5`,
`gpt-5.4`, `gpt-5.3-codex`, etc. for operators who want to pin
explicitly.
- Existing agents are unaffected — their `adapterConfig.model` is
already set; this only changes the *new-agent* default flow.

## Related work

- Depends on: an open catalog-add PR adding `gpt-5.5` to the selectable
model list and to `CODEX_LOCAL_FAST_MODE_SUPPORTED_MODELS`. Operators
who want to switch to `gpt-5.5` explicitly need that PR merged first;
this PR is the structural change that makes "default" mean "let the CLI
choose."
- Closes #5371 — codex_local default model selection persists
`gpt-5.3-codex` instead of adapter default (this PR is the exact fix
#5371 proposes).
- Related: #5132 (opencode-local: hire-time default model fails on
ChatGPT-OAuth accounts) — same problem shape on a sibling adapter; not
fixed here but worth tracking for a parallel.
- Related: #5939 (codex_local adapter hardcodes `gpt-5.3-codex-spark`
validation, fails on ChatGPT OAuth accounts regardless of configured
model) — separate validation-path bug; not fixed here.

## Model Used

Claude (Sonnet-class), running inside Paperclip as a claude_local
executor.


## 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>
2026-06-10 20:53:33 -07:00
LIXin Ye 9a48d92104 Add GPT-5.5 to Codex local model options (#5575)
## Related work

This PR is the cleanest "add `gpt-5.5` to the codex-local catalog"
change open against master. Several other PRs propose the same
catalog/fast-mode update; they should close as duplicates once this
lands:

- #4646 — Add Codex gpt-5.5 model option
- #6044 — feat(codex-local): add gpt-5.5 to model catalog, default
reasoning to medium, cheap profile xhigh
- #6045 — feat(codex-local): add gpt-5.5 to model catalog, default
medium reasoning, xhigh cheap profile
- #6595 — feat(adapters): add new Codex models (gpt-5.5, gpt-5.4-mini,
gpt-5.3-codex, gpt-5.2)

Related issues this enables (catalog-level surface area):

- #5371 — codex_local default model selection persists `gpt-5.3-codex`
instead of adapter default. This PR makes `gpt-5.5` selectable in the
dropdown; a separate follow-up changes the *default* behavior so users
who don't pick a model are subscription-compatible.
- #5132 — opencode-local: hire-time default model fails on ChatGPT-OAuth
accounts. Sibling adapter, same problem shape; not fixed here but worth
tracking as a parallel for the opencode side.

---

## Thinking Path

> - Paperclip orchestrates AI agents through adapter-backed local and
remote runtimes.
> - The `codex_local` adapter declares built-in model options that feed
the server model list and, in turn, the agent configuration UI dropdown.
> - GPT-5.5 is available in newer Codex environments but was missing
from Paperclip's fallback `codex_local` model list.
> - Operators could still type a manual model ID, but the default
dropdown made the supported path look unavailable.
> - Codex fast mode support is declared separately, so adding GPT-5.5 to
the visible list should also include it in the supported fast-mode set.
> - This pull request adds GPT-5.5 to the built-in Codex local model
options and updates focused tests around argument generation and adapter
model listing.
> - The benefit is a clearer default setup path for agents using GPT-5.5
without changing existing defaults or migrations.

## What Changed

- Added `gpt-5.5` to the `codex_local` fallback model list.
- Added `gpt-5.5` to `CODEX_LOCAL_FAST_MODE_SUPPORTED_MODELS`.
- Updated Codex argument tests to cover GPT-5.5 fast mode and preserve
manual-model fast mode behavior.
- Updated adapter model listing tests to assert the Codex fallback list
includes GPT-5.5.

## Verification

- `pnpm exec vitest run
packages/adapters/codex-local/src/server/codex-args.test.ts
server/src/__tests__/adapter-models.test.ts`
- `git diff --check`
- UI note: this is a dropdown data-source change rather than a
layout/component change; the adapter model listing test covers the list
consumed by the UI.

## Risks

- Low risk. This only extends a static fallback model list and fast-mode
allowlist.
- Existing defaults remain unchanged (`gpt-5.3-codex`).
- If a local Codex CLI does not support `gpt-5.5`, selecting it will
still fail at execution time the same way any unavailable manual model
would.

> 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 desktop coding agent, GPT-5-family model. The exact
backing model ID was not exposed by the local runtime; the session used
shell, Git, test execution, and GitHub CLI tool 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 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: apple <apple@appledeMacBook-Pro.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-10 20:02:39 -07:00
Dotta 11a64819f9 Keep agent-created follow-ups in run workspace
Reviewed and merged for PAP-10871/PAP-10873.\n\nVerification:\n- pnpm vitest run server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts\n- git diff --check origin/master...HEAD\n- GitHub PR checks green before merge
2026-06-10 21:20:51 -05:00
Sherif Kozman b8fb81dee9 fix(gemini-local): treat token-overflow as a fresh-session signal (#4932)
## Thinking Path

The same 2026-04-30 audit that produced PR #4118 (`Invalid session`
regex extension) and the ENOTFOUND classifier (#4931) identified a third
stuck-session pattern: **13 failures in 7 days, all on a single agent
(Ernest)**, with stderr matching:

```
_ApiError: {"error":{"code":400,"message":"The input token count exceeds
the maximum number of tokens allowed 1048576","status":"INVALID_ARGUMENT"}}
  at ChatCompressionService.compress
```

The root cause is that gemini-cli's `ChatCompressionService` blew the 1M
token context limit **during its compression step itself**. Resuming the
same session ID will hit the same wall on the next attempt — the session
is effectively dead the same way it is when "Invalid session identifier"
fires (PR #4118).

## What Changed

Extends the `isGeminiUnknownSessionError` regex in `parse.ts` with two
phrases:
- `exceeds\s+the\s+maximum\s+number\s+of\s+tokens`
- `input\s+token\s+count\s+exceeds`

Both trigger the **existing** fresh-session retry path in
`execute.ts:596` — no new code path. Same extension pattern as PR #4118.

## Verification

- `npx vitest run --project @paperclipai/adapter-gemini-local` → 14/14
pass (11 in `parse.test.ts` + 3 existing in `execute.remote.test.ts`)
- 2 new tests cover the token-overflow patterns
- `pnpm --filter @paperclipai/adapter-gemini-local typecheck` → clean
- Audit query against `heartbeat_runs.stderr_excerpt` confirms regex
matches all 13 occurrences

## Stacking

This PR is stacked on top of #4931 (the ENOTFOUND classifier) which adds
the `parse.test.ts` file. If #4931 merges first, this PR's diff is just
the regex + 2 tests. If this PR is reviewed first, please merge #4931
first to avoid touching the same test scaffolding twice.

## Risks

- **Low.** Single-line regex extension. No new code paths.
- The session-reset path is well-trodden (PR #4118 in flight).
- If a non-Gemini caller produces a stderr containing "exceeds the
maximum number of tokens" by coincidence, they would trigger one
unnecessary fresh-session retry. Not plausible in the gemini-cli output
context where this stderr is sourced.

## Model Used

Claude Opus 4.7 (1M context), Anthropic SDK via Claude Code CLI.

## Checklist

- [x] Thinking path traces from audit data to single-line regex change
- [x] Model specified
- [x] No duplicate of planned core work
- [x] Tests pass locally
- [x] Tests added (2 new)
- [x] N/A — server-side regex
- [x] Internal pattern; no docs change
- [x] Risks documented
- [x] Will address Greptile + reviewer comments before merge
- [x] I searched the GitHub PR list for similar PRs and confirmed this
is not a duplicate (related: #4118 covers the "Invalid session
identifier" regex; this PR extends the same regex with token-overflow
phrases)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-10 19:10:29 -07:00
Nir Arazi b853ce5183 Fix heartbeat task-session reuse when agent model changes (#4195)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Heartbeats wake agents and resume prior adapter task sessions so
work is continuous.
> - A persisted task session can contain adapter-specific state (for
Codex, a resumable thread/session) created under the agent's
then-current model.
> - When an operator changes an agent's configured model, the next run
should not blindly reuse a session created under a different model —
context window, capabilities, and prompt assumptions may differ.
> - The existing wake reset logic handles wake reasons
(forceFreshSession, comment wakes, etc.) but not model drift between
current agent config and persisted task-session metadata.
> - This pull request adds model-aware task-session reset and persists
the configured model into task-session metadata.
> - The benefit is that heartbeat runs reliably honor the current agent
model configuration and avoid stale session/model mismatches.

## Linked Issues or Issue Description

**What happened?**

After an operator changes an agent's configured model (for example,
swapping a Codex agent from one model variant to another), the heartbeat
reuses the persisted adapter task session that was created under the
previous model. The new model never takes effect on resume — the run
continues on the prior session and prior model assumptions.

**Expected behavior**

A model change in agent configuration should invalidate the persisted
task session for that agent and force a fresh session start on the next
run, so the configured model is the one actually used.

**Steps to reproduce**

1. Run an agent with model `A` so it persists an adapter task session
under model `A`.
2. Change the agent's configured model to `B`.
3. Trigger a heartbeat for the same issue/agent.
4. Observe: the run resumes the prior task session (still under model
`A`) instead of starting fresh under model `B`.

## What Changed

- Added task-session model metadata support in heartbeat session
handling via `__paperclipConfiguredModel`.
- Persisted the current configured adapter model into
`agent_task_sessions.sessionParamsJson` whenever heartbeat upserts
task-session state.
- Added `shouldResetTaskSessionForModelChange(...)` to explicitly detect
model drift between current config and persisted session metadata.
- Updated run startup logic to force a fresh session when model drift is
detected, with a clear reason message in runtime warnings.
- Strips the internal `__paperclipConfiguredModel` key from
`sessionParamsJson` before it is forwarded to adapters so the metadata
stays internal.
- Added focused tests in
`server/src/__tests__/heartbeat-workspace-session.test.ts` covering
model-drift reset behavior, non-reset cases, and the strip helper.

## Verification

- `pnpm --filter @paperclipai/server test
src/__tests__/heartbeat-workspace-session.test.ts`
- `pnpm --filter @paperclipai/server typecheck`

## Risks

Low. Sessions without persisted model metadata are not reset (backward
compatible). The model key is namespaced (`__paperclip...`) to avoid
colliding with adapter-forwarded params. Drift detection only fires when
both current config and persisted metadata are present and differ.

## Model Used

Claude (Opus 4.6) — used to design the metadata persistence, add the
drift detection helper, and write unit coverage.

## 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 — no UI changes)
- [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 (in progress)
- [ ] 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: Devin Foley <devin@paperclip.ing>
2026-06-10 15:40:39 -07:00
Nicolás Rodrigues f3db7b88ea Clear stale checkoutRunId on run finalization and add backstop sweeper (#6008)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The issue subsystem holds per-row lock columns (`checkoutRunId`,
`executionRunId`, `executionAgentNameKey`, `executionLockedAt`) that
gate checkout, ownership, and release
> - When a heartbeat run terminates, `releaseIssueExecutionAndPromote`
clears the execution-lock columns but stale checkout locks could remain
attached to dead runs in edge paths
> - The original fix closed the finalization, checkout, release, and
sweeper paths, but PR CI exposed one more process-loss retry path where
a queued retry advanced `executionRunId` while leaving `checkoutRunId`
pinned to the failed run
> - This pull request closes the asymmetry: terminal-run cleanup and
process-loss retry recovery release dead checkout locks while preserving
live execution ownership
> - The benefit is permanent, automatic self-heal of stale lock columns
and fewer false checkout 409s requiring board intervention
> - Related upstream issue: #6007

## Linked Issues or Issue Description

Refs #6007.

Duplicate/related PR search performed on 2026-06-10 with query
`checkoutRunId process loss retry stale checkout lock
repo:paperclipai/paperclip`.

Related PRs found and reviewed for overlap:

- #7727 `fix(heartbeat): atomically advance checkoutRunId on
process-loss retry`
- #7707 `test: cover same-agent stale checkout adoption`
- #3068 `fix: clear checkoutRunId when releasing issue execution lock`

## What Changed

- `server/src/services/heartbeat.ts` `releaseIssueExecutionAndPromote`:
extend the per-issue update to also null `checkoutRunId` when it matches
the terminating run id. WHERE clause scoped to `executionRunId = run.id
OR checkoutRunId = run.id` for idempotence.
- `server/src/services/heartbeat.ts` process-loss retry: when queuing
the retry run, move `executionRunId` to the retry and clear the failed
run's `checkoutRunId` so the dead run no longer owns checkout.
- `server/src/services/issues.ts`: add `clearCheckoutRunIfTerminal`
helper, symmetric to `clearExecutionRunIfTerminal`. No assignee/status
precondition. Wired into `checkout`, `assertCheckoutOwner`, and
`release`. Exported on the issue service.
- `server/src/services/recovery/service.ts`: add `sweepStaleIssueLocks`.
Scans `issues` where `checkoutRunId IS NOT NULL OR executionRunId IS NOT
NULL`, joins each referenced run, and clears all lock columns on issues
whose referenced runs are all terminal or missing. Emits one
`issue.stale_lock_cleared` activity log row per cleared issue.
- `server/src/services/heartbeat.ts`: re-export the sweeper on the
heartbeat facade.
- `server/src/index.ts`: invoke `sweepStaleIssueLocks` in both the
startup recovery sequence and the periodic heartbeat timer chain.
- Tests: route-level coverage of the new self-heal path on the next
checkout attempt, service-level sweeper coverage, and heartbeat recovery
assertions that terminal process-loss cleanup releases `checkoutRunId`.

## Verification

```bash
pnpm --filter @paperclipai/server typecheck
pnpm --filter @paperclipai/server exec vitest run \
  src/__tests__/recovery-stale-issue-lock-sweep.test.ts \
  src/__tests__/issue-stale-execution-lock-routes.test.ts
NODE_ENV=test pnpm exec vitest run src/__tests__/heartbeat-process-recovery.test.ts -t "queues exactly one retry when the recorded local pid is dead|does not block paused-tree work when immediate continuation recovery is suppressed by the hold"
NODE_ENV=test pnpm exec vitest run src/__tests__/heartbeat-process-recovery.test.ts
```

All listed local checks pass. The new and updated tests cover:

- Run termination clears `checkoutRunId` when it points at the
terminating run.
- Process-loss retry clears the failed run's `checkoutRunId` while
assigning `executionRunId` to the queued retry.
- A different agent calling `POST /api/issues/:id/checkout` on an issue
whose prior owner died self-heals via `clearCheckoutRunIfTerminal` and
succeeds.
- Sweeper clears stale lock columns for issues whose run row is
terminal.
- Sweeper leaves issues alone while the referenced run is still running.
- Sweeper leaves issues alone when `executionRunId` is still running
even if `checkoutRunId` is terminal.
- Sweeper is idempotent; second pass clears nothing.

Manual reproduction of the original bug shape:

1. Create an issue assigned to agent A, set `status='in_progress'`,
`checkoutRunId=R1`, `executionRunId=null`, where `heartbeat_runs.status
= 'failed'` for `R1`.
2. Reassign to agent B and move to `status='todo'`.
3. Before this PR: agent B `POST /checkout` returns `409 Issue checkout
conflict` indefinitely. After this PR: succeeds, lock columns rewritten
to agent B's current run id.

## Risks

- Low. All clears are scoped by run id, so they only fire when the lock
column unambiguously points at the terminating or terminal run. No
schema change. No migration. No API surface change.
- Behavioral shift: an issue that previously stayed `in_progress` with a
dead `checkoutRunId` after run termination now self-heals. Downstream
code that reads stale `checkoutRunId` as a proxy for recent run history
should already be reading `executionRunId` or the `heartbeat_runs`
table.
- Sweeper cost: one indexed scan per recovery tick over rows where
`checkoutRunId IS NOT NULL OR executionRunId IS NOT NULL` plus a single
batched `heartbeatRuns` lookup per candidate. Negligible at expected
cardinality; further bounded by the existing recovery cadence.

> 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`.

This is a bug fix, not a feature. No roadmap overlap.

## Model Used

- Claude (Anthropic), model ID `claude-opus-4-7`, extended-thinking off,
tool use enabled.
- OpenAI Codex, GPT-5-based coding agent, tool use enabled, used for the
follow-up process-loss retry fix and PR body update.

## 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
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Dotta <bippadotta@protonmail.com>
2026-06-10 09:33:21 -05:00
NyDamon 0713dfa41f fix: validate session ID as UUID before --resume + error diagnostics (DLD-889) (#1742)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The Claude-local adapter uses `claude --resume <session-id>` to
continue prior sessions; the `--resume` value MUST be a UUID per
Claude's CLI contract.
> - Paperclip internally uses session IDs prefixed with `ses_` (not
UUIDs); these get passed straight through to `--resume` and crash the
run.
> - On top of the crash, when the underlying error path triggers a
secret-decryption failure or heartbeat setup failure, the diagnostics
are too thin to tell key-mismatch from other failures, and the heartbeat
error code is mis-classified as `adapter_failed` instead of
`setup_failed`.
> - This PR validates `runtimeSessionId` against a UUID regex before
letting `canResumeSession` become true, adds `not a valid UUID` to
Claude's own retry-error regex, improves AES-256-GCM decryption
diagnostics in the local encrypted provider, and re-classifies
pre-adapter setup failures.
> - The benefit is that Paperclip session IDs are detected and skipped
gracefully (logged, no crash), legitimate Claude UUID-rejection errors
are treated as retriable, and operators can diagnose decryption/setup
failures from the run log.

## Linked Issues or Issue Description

**What happened?**

The `claude-local` adapter passes Paperclip's internal session
identifiers (e.g. `ses_…`) straight to `claude --resume <session-id>`.
Because Claude's CLI requires the `--resume` argument to be a UUID, the
run crashes with a `not a valid UUID` error. When the surrounding code
path also hits a secret-decryption failure, the heartbeat reports it as
`adapter_failed`, hiding the real `setup_failed` cause and making
diagnosis hard.

**Expected behavior**

Non-UUID session IDs should be detected before `--resume` is called, the
run should fall back to a fresh session with a clear log line, and any
decryption / setup failure should be reported with enough detail (and
the correct error code) for an operator to tell what failed.

**Steps to reproduce**

1. Have a persisted task session whose ID is not a UUID
(Paperclip-issued `ses_…` form).
2. Trigger a heartbeat that resumes that session via the `claude-local`
adapter.
3. Observe: the adapter crashes with a UUID-validation error; if the
path also involves a decryption failure, the heartbeat surfaces
`adapter_failed` instead of `setup_failed`.

## What Changed

- `packages/adapters/claude-local/src/server/execute.ts`: Validates
`runtimeSessionId` against a UUID regex before setting
`canResumeSession`; non-UUID IDs are logged and skipped gracefully.
Guards the cwd-mismatch log block on `isValidUuid` so it does not fire
for non-UUID session IDs.
- `packages/adapters/claude-local/src/server/parse.ts`: Adds `not a
valid UUID` to the session-error retry regex so Claude's own UUID
rejection is treated as a retriable error.
- `server/src/services/secrets/local-encrypted-provider.ts`: Wraps
AES-256-GCM decryption in try/catch and re-throws with a key fingerprint
hint to aid key-mismatch diagnosis.
- `server/src/services/heartbeat.ts`: Corrects the outer-catch
`errorCode` from `adapter_failed` to `setup_failed` for pre-adapter
setup failures.
- `AGENTS.md`: Adds task/PR/CI governance sections (10–13) and expands
the Definition of Done.

## Verification

- `pnpm --filter @paperclipai/adapter-claude-local test` covers UUID
validation and the parse retry regex.
- `pnpm --filter @paperclipai/server test src/services/secrets` covers
decryption diagnostics.
- `pnpm --filter @paperclipai/server typecheck`

## Risks

Low. UUID validation is strictly additive (non-UUIDs that previously
crashed now log and skip). Decryption diagnostics only fire on failure
paths. The `setup_failed` error code change is a clearer classification,
not a behavior change.

## Model Used

Claude (Opus 4.6) — used to identify the UUID-validation root cause,
mirror existing parse patterns, and re-classify the heartbeat setup
error 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
- [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 — no UI changes)
- [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 (in progress)
- [ ] 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: CTO Agent <cto@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-09 20:21:10 -07:00
Dotta 67b22d872f [codex] Clarify interrupt handoffs and scoped wake semantics (#7855)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

## What Changed

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

## Verification

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

## Risks

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

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex, GPT-5-based coding agent, tool use and local command
execution enabled. Exact hosted model build and context window were not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-09 21:57:21 -05:00
xidui 5d315ab778 Defer same-issue forceFreshSession wakes into follow-up runs (#4080)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The heartbeat service governs how agent wake events get queued,
deferred, or folded into the currently-running adapter run
> - `forceFreshSession: true` wakes on a same-agent/same-issue path get
silently folded into the active run, so callers can never request a true
cold-start follow-up
> - This breaks phased workflows that need to drop a poisoned session
and restart cleanly on the same issue without bouncing to another agent
> - This PR extracts the existing same-issue follow-up decision into
`shouldDeferFollowupWakeForSameIssue` and extends it to also defer
`forceFreshSession: true` wakes into a follow-up run boundary
> - The benefit is that `forceFreshSession` now behaves as documented:
it actually starts a fresh session, even when the wake targets the same
agent/issue/runtime that is currently executing

## Linked Issues or Issue Description

**What happened?**

A wake event posted with `forceFreshSession: true` against an issue
whose current adapter run is still `running` on the same execution agent
is silently coalesced into that in-flight run instead of starting a cold
session. Callers that explicitly request a fresh-session reset see no
behavior change until the run naturally completes.

**Expected behavior**

`forceFreshSession: true` should always force a fresh session start,
even when the wake targets the same agent/issue that is currently
executing. The wake should defer into a follow-up run boundary if the
current run is still in-flight.

**Steps to reproduce**

1. Start an adapter run for some issue.
2. While the run is still `running`, post a wake event for the same
issue/agent with `forceFreshSession: true`.
3. Observe: the active run continues without resetting the session; the
fresh-session signal is dropped.

## What Changed

- Extracted same-issue follow-up decision into exported helper
`shouldDeferFollowupWakeForSameIssue` in
`server/src/services/heartbeat.ts`
- Extended that helper so `forceFreshSession: true` (not only
`wakeCommentId`) defers into a follow-up run when the current run is
still `running` for the same execution agent
- Added stickiness to `mergeCoalescedContextSnapshot`: if either side of
a wake-merge has `forceFreshSession: true`, the merged snapshot keeps it
set so it is not silently dropped while queued wakes coalesce
- Added five unit tests in `heartbeat-workspace-session.test.ts`
covering each decision branch of the helper

## Verification

- `pnpm --filter @paperclipai/server test
src/__tests__/heartbeat-workspace-session.test.ts`
- `pnpm --filter @paperclipai/server typecheck`

## Risks

Low. Behavior change only affects the narrow case where a
same-agent/same-issue wake carries `forceFreshSession: true` while the
active run is still `running`. Other wake paths (cross-agent,
queued/failed runs) are untouched. The helper extraction is a pure
refactor preserving the prior comment-wake deferral.

## Model Used

Claude (Opus 4.7) — extended thinking enabled, used to extract the
helper, extend the deferral condition to cover `forceFreshSession`, and
write unit coverage.

## 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 — no UI changes)
- [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 (in progress)
- [ ] 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>
2026-06-09 17:09:02 -07:00
Danial Jawaid 8ee3987d12 adapter-claude-local: recover from poisoned previous_message_id 400 (detect + clearSession) (#5972)
## Thinking Path

> - Paperclip's `claude_local` adapter persists Claude Code session
jsonls under `~/.claude/projects/…/{sessionId}.jsonl` and resumes them
on the next heartbeat
> - When Claude Code injects `<synthetic>` placeholder assistant
messages (after rate-limit, max-turn exhaustion, or transient-upstream
failures) those placeholders get UUID-format `message.id`s rather than
`msg_…`-format ids
> - On the next `--resume`, Claude Code passes that UUID as
`previous_message_id` and Anthropic's API rejects it with a 400:
``diagnostics.previous_message_id: must be the `id` from a prior
/v1/messages response (starts with `msg_`)``
> - The adapter had a session-rotation fallback only for "unknown
session" errors, so the poisoned session was `--resume`-d indefinitely
and the agent flipped between `idle` and `error` every heartbeat
> - Even worse, the *result* event of the failing run still carried a
`session_id`, and the adapter was persisting that id into the
issue-scoped session store (`agentTaskSessions`). So even after we
detected the 400, every subsequent continuation re-loaded the same
poisoned id and hit the same 400 again — the issue was permanently
stranded
> - We observed this on multiple agents in our deployment; the only
manual fix was to rename the `.jsonl`, which is not a viable long-term
workaround
> - This PR detects the 400, runs the same session-rotation fallback the
unknown-session path uses **and** stops persisting the poisoned id, so
the next attempt starts genuinely fresh

## Linked Issues or Issue Description

No external GitHub issue is linked. Describing the problem inline
following the bug-report template:

**What happened:** `claude_local` agents flipped between `idle` and
`error` on every heartbeat because the persisted session jsonl carried a
synthetic UUID `previous_message_id` (from `<synthetic>` assistant
placeholders injected after rate-limit/max-turn/upstream errors).
Anthropic's API rejected every `--resume` with a 400:
``diagnostics.previous_message_id: must be the `id` from a prior
/v1/messages response (starts with `msg_`)``.

**Expected behavior:** When the persisted session is poisoned and
unrecoverable, the adapter should rotate to a fresh session — the same
fallback path already used for unknown-session errors — and stop
re-persisting the poisoned `session_id`.

**Actual behavior:** The session-rotation fallback only matched the
"unknown session" pattern, so the poisoned session was `--resume`-d
forever. The result event of the failing run still carried `session_id`,
which was being persisted into `agentTaskSessions`, so every subsequent
continuation reloaded the same poisoned id and hit the same 400.

**Reproduction:** Inject any flow that causes Claude Code to emit a
`<synthetic>` placeholder (rate-limit, max-turn exhaustion, transient
upstream failure). The next `--resume` will fail with the 400 and the
agent will not self-recover.

**Scope of fix:** Add a `previous_message_id` 400 detector; route it
through the existing unknown-session fallback; drop the poisoned
`sessionId` and emit `clearSession: true` so the heartbeat service wipes
the persisted row; best-effort delete the local poisoned `.jsonl`.

## What Changed

Two commits:

1. **`adapter-claude-local: auto-rotate session on previous_message_id
400 (synthetic-msg poisoning)`** — detector + execute-time rotation
2. **`adapter-claude-local: guard against persisting poisoned
sessionId`** — validate-before-persist + `clearSession`

Combined diff:

- `parse.ts`: new `isClaudePoisonedPreviousMessageIdError(parsed)`
matching ``/diagnostics\.previous_message_id.*starts with `msg_`/i``
against `parsed.result` and `extractClaudeErrorMessages(parsed)`
- `parse.ts`: `isClaudeTransientUpstreamError()` excludes the new error
from transient classification so it isn't masked as retryable upstream
noise
- `execute.ts`: expand the resume-fallback branch so it triggers on both
`isClaudeUnknownSessionError` and the new
`isClaudePoisonedPreviousMessageIdError`, with a distinct log line
(`"returned a poisoned message-id"` vs `"is unavailable"`)
- `execute.ts`: for local (non-remote) execution targets, best-effort
delete the poisoned `~/.claude/projects/.../{sessionId}.jsonl` before
retrying so the file can't be accidentally resumed by an out-of-band
caller. The `fs.unlink` and follow-up log call are in separate try/catch
blocks so a closed log stream cannot mask a successful unlink (and vice
versa)
- `execute.ts` / `toAdapterResult`: when a result carries the poisoned
400, **drop** `sessionId`/`sessionParams`/`sessionDisplayId` (return
`null`) and emit `clearSession: true` so the heartbeat service's
`resolveNextSessionState` wipes the persisted row. The result also
surfaces `errorCode: "claude_poisoned_previous_message_id"` for
observability
- `docs/adapters/claude-local.md`: runbook entry — symptom,
auto-recovery flow, on-call checklist
- Tests:
- 4 new `parse.test.ts` cases covering positive detection in `result`
and `errors[]`, negative cases, and non-transient classification
- 3 new `claude-local-execute.test.ts` cases: (a) fresh run reports the
poisoned error → sessionId dropped + `clearSession: true`; (b) recovery
retry also reports the poisoned error → same guards apply; (c)
session-rotation success on retry

## Verification

```bash
pnpm --filter @paperclipai/adapter-claude-local exec vitest run src/server/parse.test.ts
pnpm --filter @paperclipai/server exec vitest run src/__tests__/claude-local-execute.test.ts
```

Both suites green locally. This patch is also currently running as a
hot-patch over the published `2026.513.0` adapter on the reporting
deployment — sessions that previously looped indefinitely now
self-recover on the first heartbeat after the 400 surfaces.

## Risks

- Low risk. The detector is conservative (regex over `result` +
`errors[]` only) and the rotation reuses the existing unknown-session
fallback path
- The local-only `fs.unlink` of the poisoned `.jsonl` is wrapped in
`try/catch` and ignored on failure — strictly an optimization; the
server-side session clear is the authoritative reset
- Remote execution targets (`executionTargetIsRemote`) skip the disk
cleanup because the file lives on a remote host that we can't safely
reach from the adapter
- The `clearSession: true` + nulled session fields path is a no-op on
healthy runs; it only fires when the new detector matches, so existing
successful continuations are unaffected
- No DB schema changes, no public API changes, no new dependencies

## Model Used

- Provider: Anthropic Claude
- Model: `claude-opus-4-7` (Opus 4.7)
- Context window: 1M
- Capabilities: extended reasoning, tool use, code execution
- Role: implemented the detector, expanded the fallback branch, added
the persist-guard + `clearSession`, wrote the unit + integration tests,
validated locally, and applied the equivalent hot-patch to the deployed
`2026.513.0` install while this PR is in review

## 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 similar or duplicate PRs and linked
them — closed #2295, #2361, #3572, #5438 as duplicates of this canonical
fix; complementary fixes #4838 (heartbeat_timer reset) and #4932 (gemini
context-overflow rotation) target different code paths
- [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, adapter-only change
- [x] I have updated relevant documentation
(`docs/adapters/claude-local.md` runbook entry)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Danial Jawaid <danial.jawaid@gmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-09 15:45:47 -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
Reasonofmoon a0f7d3daba Reset task session on timer-driven wakes (PF-4) (#4838)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Each agent is woken via the heartbeat scheduler — `heartbeat_timer`
for periodic interval wakes, `issue_assigned` / `execution_*` /
`issue_commented` for event-driven wakes
> - The heartbeat reuses the prior task session by default; only
specific wake reasons trigger a fresh session via
`shouldResetTaskSessionForWake` (assignment, review, approval,
changes-requested) or explicit `forceFreshSession`
> - In CEO run `292a5fd1`, repeated context compaction warnings appeared
near the 64k threshold for the long-lived manager session — symptomatic
of repeated `heartbeat_timer` wakes accumulating low-value "checked,
nothing new" inbox-scan traces inside one ever-growing session
> - PF-4 in the 2026-04-16 hangeul-school operational issue set asks for
a compaction-aware session freshness policy: "manager sessions can
rotate before low-value compaction pressure accumulates" and "repeated
timer wakes do not indefinitely bloat the same session"
> - This pull request adds `wakeReason === "heartbeat_timer"` to both
`shouldResetTaskSessionForWake` and `describeSessionResetReason`, so
each interval wake starts fresh and the run log explicitly records why.
Event-driven wakes (`issue_commented`, `transient_failure_retry`, etc.)
keep their existing reuse behavior.
> - The benefit is that timer wakes — which are exploratory and carry no
continuation state — stop bloating long-lived manager sessions.
Compaction pressure that previously accumulated across N timer wakes is
now bounded to a single interval's worth of context.

## Linked Issues or Issue Description

No external GitHub issue is linked. Describing the problem inline
following the bug-report template:

**What happened:** Long-lived manager/CEO agent sessions hit the 64k
context-compaction threshold after many `heartbeat_timer` wakes
accumulated low-value inbox-scan traces inside one ever-growing task
session. Reproduced in CEO run `292a5fd1`.

**Expected behavior:** Periodic timer wakes — which carry no
continuation state — should not indefinitely bloat the same session. The
heartbeat should rotate sessions on timer wakes the way it already does
on assignment/review/approval/changes-requested wakes.

**Actual behavior:** `shouldResetTaskSessionForWake` only reset on
`issue_assigned`, `execution_review_requested`,
`execution_approval_requested`, `execution_changes_requested`, or
explicit `forceFreshSession`. `heartbeat_timer` reused the prior session
indefinitely, causing compaction pressure.

**Scope of fix:** Add `heartbeat_timer` to the reset list and to
`describeSessionResetReason` so the run log records why. Event-driven
wakes keep their existing reuse behavior.

## What Changed

- `shouldResetTaskSessionForWake` (`server/src/services/heartbeat.ts`)
now also returns `true` when `wakeReason === "heartbeat_timer"`. The
existing reset reasons (`issue_assigned`, `execution_review_requested`,
`execution_approval_requested`, `execution_changes_requested`,
`forceFreshSession`) are unchanged.
- `describeSessionResetReason` returns a paired explanation `"wake
reason is heartbeat_timer (timer-driven wake starts fresh)"` so run logs
make session reset behavior legible.
- `describeSessionResetReason` was promoted from internal to `export` so
the paired contract can be unit-tested directly alongside
`shouldResetTaskSessionForWake`. This is the only API surface change in
this PR.

Wake reasons whose reuse behavior is intentionally **unchanged**:
- `issue_commented` — the comment is the reason to engage; continuation
context matters
- `issue_comment_mentioned` — same rationale
- `transient_failure_retry` — resuming a previously-failed run; want
continuity
- `process_lost_retry` — resuming after process loss; want continuity
- `missing_issue_comment`, recovery reasons — out of scope; can be
revisited as follow-ups if observed bloat shows up

## Verification

```bash
cd server
pnpm vitest run src/__tests__/heartbeat-timer-wake-session-reset-pf4.test.ts
# 12/12 pass

pnpm vitest run \
  src/__tests__/heartbeat-stale-queue-invalidation.test.ts \
  src/__tests__/heartbeat-process-recovery.test.ts \
  src/__tests__/heartbeat-comment-wake-batching.test.ts
# 48/48 adjacent heartbeat tests pass
```

The 12 new tests assert:
1. `shouldResetTaskSessionForWake` resets on `heartbeat_timer`
2. `shouldResetTaskSessionForWake` still resets on the four existing
reasons
3. `forceFreshSession === true` still triggers reset
4. `issue_commented`, `transient_failure_retry`, unknown reasons, and
null/undefined context do **not** trigger reset
5. `describeSessionResetReason` describes `heartbeat_timer` explicitly
so logs are legible
6. `describeSessionResetReason` keeps the exact wording for the four
existing reasons
7. `describeSessionResetReason` returns the `forceFreshSession` message
8. `describeSessionResetReason` returns `null` for non-resetting reasons
9. **Parity invariant**: the two functions agree on every input —
`describeSessionResetReason(ctx)` is non-null iff
`shouldResetTaskSessionForWake(ctx)` returns true. This locks the pair
so future changes to one must update the other.

## Risks

- **Low–medium.** This changes behavior for every `heartbeat_timer` wake
on every agent: the prior task session is no longer reused.
- For **manager / CEO agents** (the documented case): this is the
intended improvement. Timer wakes carry no continuation state for these
roles.
- For **worker agents** that may have used timer wakes to resume
in-flight work: any genuine continuation should already be triggered by
issue/execution wake reasons (which still reuse) or by an active
checkout being resumed via `process_lost_retry` /
`transient_failure_retry`. Timer wakes themselves do not create
checkouts.
- If a deployment relied on timer wakes to preserve mid-task context —
which is fragile by design — the right path is to switch to a non-timer
wake reason or accept the reset. The PR doesn't add a new opt-out flag
because the goal is to bound session size; introducing an opt-out would
re-open the bloat path this PR is closing.
- No schema or API surface change beyond exporting
`describeSessionResetReason`. No migration. No client-visible API
change.

## Model Used

Claude Opus 4.7 (1M context), model ID `claude-opus-4-7[1m]`. Used in
interactive Claude Code session with extended reasoning, tool use
(Read/Edit/Write/Bash), and verification gates between exploration → fix
→ tests → push.

## 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 the open PR list for similar/duplicate work —
distinct from #4080 (force-fresh follow-up wake — codex/general) and
#4195 (codex session reset on model change); this PR specifically
targets the `heartbeat_timer` reuse path
- [x] I have run tests locally and they pass (12 new + 48 adjacent = 60
tests, no regressions)
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots — N/A, server-only change
- [x] I have updated relevant documentation to reflect my changes — none
needed; the new export carries clear semantics and the run log message
is self-explanatory
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Irene <irene@users.noreply.github.com>
Co-authored-by: Devin Foley <devin@devinfoley.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-09 14:16:46 -07:00
Dotta 393e6f5e68 Add Claude Fable 5 and Mythos 5 to the model selector (#7826)
## Summary

Adds the newly released Claude models from the [models
overview](https://platform.claude.com/docs/en/about-claude/models/overview)
to the `claude_local` adapter's model selector:

- **Claude Fable 5** (`claude-fable-5`) — generally available as of
2026-06-09, Anthropic's most capable widely-released model.
- **Claude Mythos 5** (`claude-mythos-5`) — limited availability
(Project Glasswing).

**Opus 4.8 stays first in the list so it remains the default selection**
— per the request, the new flagship models are *offered* but not
defaulted (not Fable, not Mythos).

## Changes

- `packages/adapters/claude-local/src/index.ts` — add `claude-fable-5`
and `claude-mythos-5` to the adapter model list, right after
`claude-opus-4-8`.
- `packages/adapters/claude-local/src/server/models.ts` — add the Fable
5 Bedrock identifier (`us.anthropic.claude-fable-5-v1`) to the Bedrock
fallback list. Mythos 5 is limited-availability on Bedrock, so it's
intentionally left out of that fallback.
- `server/src/__tests__/adapter-models.test.ts` — assert the new models
are present and that `claude-opus-4-8` remains first (the default).

These flow through the single `claudeModels` source, so they also appear
in the ACPX combined list (`registry.ts` prefixes them with `Claude:`)
and are recognized by the ACPX Claude model filter. The UI selector
reads models dynamically from the adapter, so no UI changes are needed.

## Testing

- `npx vitest run src/__tests__/adapter-models.test.ts` — 13 passed.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-09 13:32:32 -05:00
Dotta 0a2230b2ec [codex] Guard document comment wake boundaries (#7766)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The execution control plane uses issue comments, assignments,
monitors, blockers, and interactions to decide when agent-owned work
should wake and run.
> - Top-level issue comments are actionable issue-thread feedback for
the assignee, but document-scoped comments are review context unless
they are converted into an explicit routing primitive.
> - Document annotation comments were still wired into the same
`issue_commented` wake path as top-level issue comments.
> - That made document activity capable of waking an assignee and
looking like an execution path even when no issue-level handoff
happened.
> - This pull request narrows the wake boundary so document annotation
activity stays document-scoped while normal issue comments continue
waking the assignee.
> - The benefit is fewer spurious wakeups and clearer non-terminal issue
liveness semantics.

## Linked Issues or Issue Description

Internal Paperclip work: [PAP-10613](/PAP/issues/PAP-10613),
[PAP-10640](/PAP/issues/PAP-10640)

Problem description:

- Document annotation thread creation and annotation comments were
treated as assignee wake sources.
- Document-scoped activity should remain visible as document/review
context, but should not by itself act as a queued issue wake, monitor,
approval, interaction response, blocker, or terminal disposition.
- Top-level issue comments should still wake the assignee on
agent-assigned, non-terminal issues.

Related PR search performed:

- Found related prior document annotation work: #6733.
- Found related prior issue-comment wake work and revert context: #7678,
#7765.
- No existing PR for `PAP-10613-why-is-this-task-not-running`.

## What Changed

- Removed the document annotation comment assignee wake helper from
issue routes.
- Kept document annotation reference sync and activity logging intact.
- Documented the distinction between top-level issue comments and
document-scoped comments in `doc/execution-semantics.md`.
- Added route tests proving document/document annotation activity does
not wake the assignee.
- Added route coverage proving top-level board issue comments still wake
the assignee.

## Verification

- `pnpm exec vitest run
server/src/__tests__/document-annotation-routes.test.ts
server/src/__tests__/issue-update-comment-wakeup-routes.test.ts` — 2
files passed, 9 tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git status -sb` — clean branch tracking
`origin/PAP-10613-why-is-this-task-not-running`.

## Risks

- Low to moderate behavior change: document annotation comments no
longer wake the issue assignee automatically.
- Operators who want document feedback to route work must use an
explicit primitive such as assignment, issue-thread comment, agent
mention, issue-thread interaction, approval, blocker, or delegated
follow-up.
- No database migration or public API shape change.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex, GPT-5-based coding agent with shell/tool use enabled.
Exact hosted runtime model identifier beyond GPT-5 was not exposed in
this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
2026-06-08 11:29:42 -05:00
Dotta 7fb40264f8 [codex] Revert PR #7678 (#7765)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue comment wake handoffs are part of the control-plane execution
loop that decides when agents resume work after comments and issue
updates.
> - PR #7678 changed that wake handoff behavior in server issue routes,
heartbeat context, and related tests.
> - The change broke an important workflow after merge, so the safest
immediate fix is to restore the pre-#7678 wake behavior.
> - This pull request reverts the wake-handoff behavior from PR #7678
while keeping narrow review-requested safeguards that prevent known
runtime/test regressions.
> - The benefit is that Paperclip returns to the last known working wake
behavior without reintroducing avoidable UUID skill lookup and
annotation-resolution test gaps.

## Linked Issues or Issue Description

Refs: #7678

Bug context:
- What happened: PR #7678 was reported to have broken an important
Paperclip workflow after it merged.
- Expected behavior: Paperclip should preserve the prior issue comment
wake handoff behavior until a corrected change is ready.
- Steps to reproduce: Use the workflow affected by PR #7678's issue
comment wake handoff changes.
- Paperclip version/commit: `master` after merge commit
`4da79a88c67e54084d40bd18cada5ee5c8be23da`.
- Deployment mode: Paperclip control-plane server behavior.

## What Changed

- Reverted merge commit `4da79a88c67e54084d40bd18cada5ee5c8be23da` from
PR #7678 to restore pre-#7678 wake-handoff behavior.
- Preserved the safe accepted-plan routing check so `parseObject(...)`
is not used as a boolean.
- Preserved UUID filtering for run-scoped skill mentions so legacy
non-UUID skill IDs do not reach a Postgres UUID lookup.
- Restored the annotation thread-resolution test guard that verifies
resolving a thread does not wake the assignee.

## Verification

- `pnpm run preflight:workspace-links && NODE_ENV=test
PAPERCLIP_HOME=/tmp/... PAPERCLIP_INSTANCE_ID=pap10614-revert
TMPDIR=/tmp/... pnpm exec vitest run --project @paperclipai/server
--no-file-parallelism --maxWorkers=1
server/src/__tests__/document-annotation-routes.test.ts
server/src/__tests__/heartbeat-project-env.test.ts
server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts`
- Result: 4 test files passed, 26 tests passed.
- Earlier targeted revert verification also passed: 4 test files, 50
tests.

## Risks

- This intentionally restores behavior from before PR #7678, so intended
wake-handoff improvements from that PR are removed.
- The PR is no longer a byte-for-byte revert because Greptile identified
two narrow safeguards worth preserving.
- Low migration risk: no schema or dependency changes are included.
- Follow-up work may still be needed to reintroduce the desired wake
handoff behavior without the regression.

## Model Used

OpenAI Codex, GPT-5 coding agent in this Paperclip heartbeat, with
shell/tool execution and repository write 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 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
2026-06-08 10:35:58 -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
Nour Eddine Hamaidi 823c2b115a feat(adapters): allow external overrides of built-ins (#7394)
## Thinking Path

> - Paperclip orchestrates AI agents through server-side adapters.
> - Some adapters are bundled as built-ins, while external adapter
plugins can provide newer or organization-specific implementations.
> - The adapter registry already supports external plugins overriding a
built-in type while keeping the built-in available as fallback.
> - The hot-install API still rejected built-in adapter types before
registration, so plugin installation did not match registry behavior.
> - That blocked users from installing an external adapter update for a
built-in adapter type such as `hermes_local`.
> - This pull request removes the hot-install conflict guard and keeps
the existing fallback lifecycle intact.
> - The benefit is consistent adapter override behavior across startup
registration, hot install, pause/resume, and removal.

Fixes #7395

## What Changed

- Allows `POST /api/adapters/install` to register an external adapter
whose type matches a built-in adapter.
- Keeps built-in adapters protected from deletion unless there is an
external plugin record for that adapter type.
- Tightens the install route so `requiresRestart` is only reported on a
true reinstall (existing external plugin record), not on a first-time
override of a built-in adapter type.
- Adds route coverage for installing a built-in type override, pausing
back to the built-in implementation, deleting the override, and
restoring the built-in adapter.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/adapter-routes.test.ts
src/__tests__/adapter-registry.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- GitHub Actions passed for server tests, typecheck, build, serialized
server suites, e2e, canary dry run, Socket, Snyk, Greptile, and policy
checks on the prior pushed commit before the follow-up review fix.

## Risks

- Low risk: this only changes the hot-install/removal lifecycle for
external plugins targeting a built-in adapter type.
- Built-in adapters remain protected when no external plugin record
exists.
- The existing registry fallback behavior restores the built-in adapter
when an override is paused or removed.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex GPT-5.5 via Hermes Agent for the initial implementation
and verification (terminal/file/GitHub tool use).
- Anthropic Claude Opus 4.7 (claude-opus-4-7) via Paperclip Claude
adapter for the Greptile-feedback follow-up commit (extended-thinking
reasoning, terminal/file/GitHub tool use).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and confirmed
none exist for this hot-install override fix
- [x] I have linked the existing issue with `Fixes #7395`
- [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] 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: HenkDz <henkdz@users.noreply.github.com>
Co-authored-by: Devin Foley <devin@devinfoley.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-07 10:47:01 -07:00
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:

- ![Clear error visual
comparison](https://gist.githubusercontent.com/cryppadotta/59378c59869b971e92d3edf7b7073aa8/raw/clear-error-visual-comparison.svg)

## 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 4da79a88c6 [codex] Refine issue comment wake handoffs (#7678)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat and issue-comment routes decide when an assigned agent
wakes up and what context it receives.
> - Passive comments and annotation notes can currently wake assignees
even when no actionable state changed.
> - Accepted planning confirmations also need to preserve recent plan
comments so child-issue creation does not lose board/user constraints.
> - Runtime skill mentions should only send UUID ids into database
lookups, because legacy slug-like ids are not valid runtime skill ids.
> - This pull request tightens those wake and handoff rules in one
server-side branch.
> - The benefit is fewer noisy agent wakeups and better accepted-plan
continuation context without changing the task model.

## Linked Issues or Issue Description

Internal Paperclip task: [PAP-10535](/PAP/issues/PAP-10535).

Problem or motivation:
Passive comments and annotation notes could wake the current assignee
even when no actionable state changed, and accepted plan continuations
needed recent plan comments preserved in the wake handoff. Runtime skill
mentions also needed to ignore non-UUID ids before database lookup.

Proposed solution:
Tighten server-side wake routing so passive comments do not wake
assignees unless they reopen the issue, preserve mention-targeted
wakeups, include recent non-deleted plan comments in accepted
confirmation wake payloads, and guard runtime skill mention lookup to
UUID-like ids.

Alternatives considered:
Leaving passive assignee wakeups in place was rejected because it keeps
generating noisy non-actionable heartbeats. Treating every skill
mention-like token as a runtime skill id was rejected because legacy
slug-like ids are not valid runtime skill ids.

Roadmap alignment:
This aligns with the V1 control-plane heartbeat contract by making
wakeups more intentional and preserving handoff context for approved
plans.

This PR was split from the local `master` branch on June 7, 2026. It
covers server-side heartbeat and comment-wakeup behavior only. I
searched GitHub for duplicate/related PRs; the results were broader
heartbeat/run PRs, not this exact passive-comment and accepted-plan
handoff change.

## What Changed

- Filter runtime skill mention extraction so only UUID-like skill ids
are looked up.
- Stop ordinary issue comments and document annotation comments from
waking the current assignee unless the comment reopens the issue.
- Keep mention-targeted wakeups intact while removing passive assignee
wakeups.
- Include recent non-deleted issue comments in accepted-plan
confirmation wake payloads and task markdown.
- Updated focused server tests for the new wakeup and accepted-plan
behavior.

## Verification

- `git diff --check origin/master..HEAD`
- `NODE_ENV=test pnpm exec vitest run
server/src/__tests__/heartbeat-project-env.test.ts
server/src/__tests__/document-annotation-routes.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-update-comment-wakeup-routes.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts
server/src/__tests__/issue-comment-redaction.test.ts`
- `NODE_ENV=test pnpm exec vitest run
server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
server/src/__tests__/issue-comment-redaction.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts`
- `pnpm --filter /server typecheck`
- PR checks green on head `a379a0264d384510ff8ac4a47fb1e44d7b556f68`
- Greptile rerun green on head
`a379a0264d384510ff8ac4a47fb1e44d7b556f68`: 9 files reviewed, 0 comments
added, 0 unresolved review threads

## Risks

- Medium behavioral risk: agents will no longer wake for passive
comments unless mentioned or unless the comment reopens/resumes the
issue. That is intentional, but any workflow relying on passive assignee
comment wakeups should use explicit mentions or structured resume paths.
- Low migration risk: no schema or migration changes.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-07 06:24:48 -05:00
Aron Prins 8b85fdfa3c fix(cli): send X-Paperclip-Run-Id so agents can mutate their issues via the CLI (#7642)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents act on issues through the `paperclipai` CLI as well as the
HTTP API; the server gates agent-authenticated **mutations** of an
in-progress issue (checkout, release, interactions, PATCH, attachment
upload) behind the `X-Paperclip-Run-Id` header (`requireAgentRunId` /
`assertAgentIssueMutationAllowed`).
> - The CLI's HTTP client (`client/http.ts`) already supports sending
that header, but `resolveCommandContext` never populated `runId`, so
there was no way to provide it — every agent-authenticated mutation via
the CLI failed with `401 Agent run id required`.
> - Separately, `issue attachment:upload` hand-rolls its own multipart
`fetch` (bypassing the JSON client), so it never forwarded the run-id at
all, and its `inferContentTypeFromPath` couldn't produce `text/html` and
appended `; charset=utf-8` to `md`/`txt` — which fails the server's
exact-match content-type allowlist (`422 Unsupported attachment content
type`).
> - This PR lets the CLI send `X-Paperclip-Run-Id` from a new global
`--run-id` flag (falling back to `$PAPERCLIP_RUN_ID`), and fixes
`attachment:upload` to forward the run-id and emit server-allowed bare
MIME types.
> - The benefit is that an embodied agent can drive the full issue
lifecycle (checkout → work → disposition → upload deliverable) entirely
through the official CLI, instead of dropping to raw HTTP.

## Linked Issues or Issue Description

No issue exactly covers the CLI **send** side, so describing it here
(bug path). Related:

- `Refs #2063` — "Sub-agents cannot post comments on subtickets — Agent
run id required" (same error string; that report focuses on the server
gate, this PR fixes the CLI not sending the header for agent mutations).
- `Refs #1199` — injects `X-Paperclip-Run-Id` on the **http adapter's**
outbound request (server side). This PR is the complementary **CLI
client** side.

**Bug (per `bug_report.yml`):**
- **What happened:** Running agent-authenticated CLI mutations (`issue
checkout` / `issue update` on an in-progress issue / `issue
attachment:upload`) returns `401 Agent run id required`, even with
`--run-id`/`$PAPERCLIP_RUN_ID` set; `attachment:upload` of an
HTML/markdown deliverable additionally returns `422 Unsupported
attachment content type`.
- **Expected:** The CLI forwards the agent run-id so the server
authorizes the mutation, and uploads use a content-type the server
accepts.
- **Steps to reproduce:** As an agent token, `paperclipai issue checkout
<id> --agent-id <id>` then `paperclipai issue update <id> --status done`
(→ 401); `paperclipai issue attachment:upload <id> ./report.html` (→
401, then 422 once run-id is wired).
- **Deployment mode:** local_trusted (applies to all modes — server-side
gate is mode-independent).

## What Changed

- `cli/src/commands/client/common.ts`: resolve `runId` in
`resolveCommandContext` from a new global `--run-id` flag, falling back
to `$PAPERCLIP_RUN_ID`, so the existing HTTP client sends
`X-Paperclip-Run-Id`; thread `runId` into the attachment-upload path;
align `inferContentTypeFromPath` with the server's
`DEFAULT_ALLOWED_TYPES` (add
`html`/`htm`/`csv`/`zip`/`mp4`/`m4v`/`webm`/`mov`/`qt`, drop the `;
charset` suffix).
- `cli/src/commands/client/issue.ts`: pass `ctx.api.runId` into
`uploadAttachment` and send the `X-Paperclip-Run-Id` header on the
hand-rolled multipart request (matching what the JSON client injects
automatically).
- Tests: CLI asserts `attachment:upload` forwards `x-paperclip-run-id` +
the inferred bare MIME type, and that `inferContentTypeFromPath` covers
the allowed types; a server test locks the contract that an in-progress
checkout owner without a run-id is rejected `401` on attachment upload.

## Verification

```bash
# CLI tests (no DB)
node_modules/.bin/vitest run \
  cli/src/__tests__/common.test.ts \
  cli/src/__tests__/issue-subresources.test.ts
# → 2 files, 13 tests passed

# Server contract test (embedded postgres)
node_modules/.bin/vitest run \
  server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
# → 37 tests passed
```

Manual: with an agent token and a valid `$PAPERCLIP_RUN_ID`, `issue
checkout` / `issue update --status done` / `issue attachment:upload
./report.html` now succeed where they previously returned 401/422.

## Risks

Low. Additive only:
- `--run-id` is a new optional flag; behavior is unchanged when it (and
`$PAPERCLIP_RUN_ID`) are unset — the header is simply omitted as before.
- The content-type map only **widens** the allowed set to match the
server's existing allowlist and removes a suffix the server already
rejected, so no previously-accepted upload changes type.
- No schema/migration changes; no server behavior changes (the server
test only documents the existing gate).

## Model Used

Claude Opus 4.8 (1M context window), via Claude Code (tool use / agentic
file edits + local test execution). Extended reasoning 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 (CLI-only)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green — pending CI run on this PR
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
pending review
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-06 15:55:55 -07:00
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 e50666e4c8 [codex] Move maintainer task skills under .agents (#7658)
## Thinking Path

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

## Linked Issues or Issue Description

Internal Paperclip issue: PAP-10471.

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

### Problem or motivation

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

### Proposed solution

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

### Alternatives considered

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

### Roadmap alignment

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

## What Changed

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

## Verification

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

## Risks

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

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex, GPT-5 coding agent with shell/tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-06 10:47:59 -05:00
Dotta f09d4231e3 [codex] Add create-issue-interaction-ui maintainer skill (#7659)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

## What Changed

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

## Verification

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

## Risks

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

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex coding agent based on GPT-5, with shell and GitHub CLI tool
access. Exact hosted model variant and context-window size were not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 10:47:34 -05:00
Dotta d8e1004551 PAP-10440: group artifacts by task stacks (#7654)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The artifacts surface is where board users inspect files, media, and
documents produced by agents.
> - Grouped artifact stacks make that surface easier to scan by task,
but the first pass still made grouping feel secondary to media filters.
> - The follow-up request was to make grouping the default and give the
grouping control the same icon-only outline treatment used on the issues
page.
> - This pull request keeps the existing artifact grouping API/UI, then
polishes the artifacts toolbar state and Storybook review coverage.
> - The benefit is that `/artifacts` now opens in the task-stack view by
default while preserving explicit flat-mode filtering via
`groupBy=none`.

## Linked Issues or Issue Description

No public GitHub issue exists for this internal Paperclip task.

### Subsystem affected

ui/ — React + Vite board UI.

### Problem or motivation

The `/artifacts` grouping affordance was visually placed after the media
filters, rendered as a text button, and defaulted to a flat artifact
list. Internal follow-up `PAP-10465` requested the grouping icon move
left of the filters, become an icon-only outlined button like `/issues`,
and make Task grouping the default.

### Proposed solution

Default `/artifacts` to grouped Task stacks, keep explicit flat mode
available as `groupBy=none`, move the grouping control before the media
chips, and restyle it as the shared icon-only outline button pattern.

### Alternatives considered

Leaving flat mode as the implicit default was rejected because it does
not satisfy the follow-up. Keeping a text label on the grouping trigger
was rejected because `/issues` already established the icon-only outline
pattern for this class of toolbar control.

### Roadmap alignment

This aligns with the `Artifacts & Work Products` roadmap item by making
generated outputs easier to inspect and operate from the board UI.

## What Changed

- Defaulted the `/artifacts` page to `groupBy=task` when no grouping URL
param is present, while keeping explicit flat mode available with
`groupBy=none`.
- Moved the group control before the media filter chips and changed it
to an icon-only outlined button using the shared `Button` pattern.
- Updated artifact page tests to cover default Task grouping, explicit
flat mode, trigger ordering, and icon-only outline metadata.
- Updated the artifact Storybook story so its toolbar mock matches the
production ordering and grouped Task is documented as the default mode.

## Verification

- `pnpm exec vitest run ui/src/pages/Artifacts.test.tsx
ui/src/components/artifacts/ArtifactGroupCard.test.tsx` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check` — passed.
- QA visual validation from internal follow-up PAP-10466 passed
desktop/mobile scenarios. Screenshot evidence attached there:
- Desktop default:
http://paperclip-dev:3100/api/attachments/bc81305d-f5de-485c-abeb-9e7c3d9d8539/content
- Desktop toolbar close-up:
http://paperclip-dev:3100/api/attachments/3375a62b-2110-48f3-bafa-ea98c00f99f7/content
- Mobile default:
http://paperclip-dev:3100/api/attachments/bfc5642e-9248-431e-9bac-36284dec1c89/content
- Mobile toolbar close-up:
http://paperclip-dev:3100/api/attachments/ca79401a-5ba8-464d-bc6e-aeffd47fe695/content
- GitHub PR checks on head `431964c8b` — passed, including Greptile 5/5.

## Risks

Low to medium risk. The main behavior shift is intentional: `/artifacts`
now queries grouped Task stacks by default. Existing flat mode remains
available through the grouping menu and explicit `groupBy=none` URLs.

## Model Used

OpenAI Codex, GPT-5.4 class coding model in this Paperclip heartbeat
environment, with shell, git, test, and GitHub CLI tool use. Context
window managed by the Codex runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 10:22:47 -05:00
Dotta 2e74d32871 PAP-10430: split Issue-to-Task copy migration (#7651)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #7645
Refs #7543
Refs PAP-10430

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

## What Changed

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

## Verification

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

## Risks

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

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: scotttong <scott.tong@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 10:10:01 -05:00
Dotta 7428fb956f [codex] Guard git-sensitive adapter workspaces (#7644)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The affected subsystem is the heartbeat execution path that turns
issue assignment into adapter-backed work in a selected workspace.
> - PAP-10409 and sibling follow-ups failed before useful adapter output
because project/workspace identity became incoherent.
> - A project-workspace-linked child issue could keep
`projectWorkspaceId` / execution workspace state while losing
`projectId`, then a git-sensitive local adapter could fall through
toward an invalid fallback cwd.
> - Paperclip needs to treat coherent workspace identity as part of the
live-path contract, not only as post-failure cleanup.
> - This pull request documents that rule, repairs issue inheritance,
and blocks git-sensitive adapter launch before it can run from the wrong
cwd.
> - The benefit is a bounded recovery path: affected issues are repaired
explicitly, future malformed workspaces fail fast with a clear recovery
action, and the UI surfaces that reason.

## Linked Issues or Issue Description

Refs #7646

Bug report fields:

- Summary: adapter-backed follow-up issues can fail before doing work
when issue creation/inheritance preserves workspace ids but drops
project identity.
- Affected issues: internal Paperclip issues PAP-10408 through
PAP-10412, especially PAP-10409.
- Steps to reproduce: create a project-scoped parent/follow-up tree
where a child issue keeps `projectWorkspaceId` or an inherited execution
workspace but has `projectId: null`, then launch a git-sensitive local
adapter such as `codex_local`.
- Expected behavior: Paperclip derives or preserves coherent project
identity during issue creation, and heartbeat refuses malformed
git-sensitive workspace launches with one clear recovery action.
- Actual behavior before this PR: the run could reach adapter bootstrap
with an incoherent workspace context and fail with git errors such as
`fatal: not a git repository (or any parent up to mount point /srv)`.
- Root cause: child/follow-up issue inheritance preserved workspace
execution context without coherent project context. That let heartbeat
workspace resolution/adapter launch reach a fallback cwd instead of
refusing the malformed workspace state up front.

## What Changed

- Documented the adapter workspace-coherence live-path precondition in
`doc/execution-semantics.md`.
- Updated issue creation/inheritance so workspace-inheriting issues
preserve or derive project identity, while existing mismatch validation
still rejects incoherent project/workspace combinations.
- Added a heartbeat preflight guard for git-sensitive local adapters
that validates effective cwd, persisted workspace identity, project
workspace identity, and required git metadata before launch.
- Added `workspace_validation` recovery actions for this failure class
and ensured the source issue gets a visible, idempotent recovery
comment.
- Surfaced workspace-validation recovery state in issue rows, blocked
notices, and recovery action cards, including the manual-repair wake
policy label.
- Added focused regression coverage for issue inheritance, all heartbeat
workspace-validation guard branches, recovery display helpers, and UI
recovery components.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-workspace-session.test.ts`
  - Result: 1 test file passed, 68 tests passed.
- `pnpm exec vitest run
ui/src/components/IssueRecoveryActionCard.test.tsx`
  - Result: 1 test file passed, 12 tests passed.
- `pnpm exec vitest run ui/src/components/IssueBlockedNotice.test.tsx
ui/src/components/IssueRecoveryActionCard.test.tsx`
  - Result: 2 test files passed, 18 tests passed.
- `pnpm --filter @paperclipai/ui typecheck`
  - Result: passed.
- `pnpm exec vitest run
server/src/__tests__/heartbeat-plugin-environment.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
ui/src/components/IssueBlockedNotice.test.tsx
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/lib/recovery-display.test.ts`
- Result: 7 test files passed, 200 tests passed before the final
guard-branch additions; the changed server file was re-run above.
- UI coverage: `ui/storybook/stories/source-issue-recovery.stories.tsx`
contains rendered scenarios for the generic recovery chip,
workspace-validation recovery chip, blocked notice indicator, recovery
action card, and issue-row chip.
- Screenshot capture attempt: Storybook started successfully on
`http://127.0.0.1:6016/`, but screenshots could not be captured in this
runner because `agent-browser` launched an unusable Chrome binary and
Playwright Chromium failed on missing system library `libatk-1.0.so.0`;
the runner is non-root and lacks passwordless sudo for installing
browser dependencies.
- Hosted CI on final commit `969594e7` is green, including `verify`,
`Build`, `Typecheck + Release Registry`, `General tests (server)`,
workspace suites, serialized server suites, `Canary Dry Run`, and `e2e`.
- Roadmap checked: no duplicate roadmap item; this is a tightly scoped
reliability fix for existing heartbeat/workspace behavior.
- Duplicate PR search checked: no open PR matched `workspace coherence
adapter cwd`.

## Risks

- Medium risk: heartbeat launch is stricter for git-sensitive local
adapters and can now block malformed workspace states before adapter
execution.
- Mitigation: the guard is limited to local git-sensitive adapters and
records a source-scoped recovery action with structured evidence instead
of retrying indefinitely.
- Compatibility: valid project/workspace execution paths continue
normally; explicit project/workspace mismatches remain rejected.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex, GPT-5-based `codex_local` coding agent with terminal/tool
use. Work was produced through Paperclip issue execution with focused
local test runs.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 09:39:26 -05:00
scotttong eaef47f4c7 Information Architecture + project/agent visual refresh (experimental) (#7543)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI is the control surface for issues, projects, agents,
goals, workspaces, and operator settings.
> - The existing navigation and list surfaces make several
high-frequency workflows feel harder to scan than they should,
especially around projects and agents.
> - The product direction is to improve those surfaces without breaking
the existing route model or forcing a new IA on every operator at once.
> - This pull request now keeps the dependent IA, project identity, and
agent-list visual refresh work together while the Issue-to-Task copy
migration is split into #7651.
> - The benefit is a clearer left nav, better project identity, denser
agent/project list rows, and brand-aligned status treatment while
preserving the classic default experience behind a flag.

## Linked Issues or Issue Description

Refs #7645
Refs #7651

Internal planning/work references: PAP-53, PAP-56, PAP-58, PAP-59,
PAP-60, PAP-61, PAP-68, PAP-69, PAP-70, PAP-71, PAP-72, PAP-75, PAP-76,
PAP-80, PAP-85, PAP-86, PAP-87, PAP-88, PAP-89.

## What Changed

- Adds `enableStreamlinedLeftNavigation`, defaulting off, and gates
sidebar presentation so classic navigation remains the default.
- Adds project icon persistence, validation, portability, picker UI, and
`ProjectTile` rendering while defaulting new projects to neutral gray.
- Adds projects-list task-count and budget summary data with focused
server/shared/UI coverage.
- Refreshes agent list rows, row actions, active/recent sidebar
behavior, and status capsule/chip styling for the approved brand state
system.
- Removes the placeholder Conference room and Artifacts nav/routes from
the finalized experimental nav direction.
- Removes `pnpm-lock.yaml` and the Issue-to-Task copy migration from
this PR diff; the copy migration now lives in #7651.

## Verification

- Existing branch verification from the authored commits: UI typecheck,
targeted unit tests, and light/dark visual checks for `/agents`, agent
detail, and design-guide status states.
- Maintainer cleanup verification on `75e34e5`: `git diff --check
origin/master...HEAD` passed, the `design/` diff is empty, and the PR
diff is 61 files, below Greptile's 100-file review limit.
- `pnpm --filter @paperclipai/ui build` passed.
- `NODE_ENV=test pnpm exec vitest run
ui/src/components/Sidebar.test.tsx` passed: 1 file, 8 tests.
- CI and Greptile should rerun on the latest push.

## Risks

- Broad UI surface area: the experimental flag keeps the classic nav
default, but changed shared components such as `EntityRow`,
`ProjectTile`, and agent status badges could affect multiple pages.
- Database migration: `projects.icon` is additive and nullable, but
migration ordering and portability import/export must stay aligned.
- The Issue-to-Task copy migration is now separated into #7651, so
reviewers should evaluate this PR as IA/project/agent presentation work
only.
- Visual regressions are possible across smaller widths because the PR
intentionally changes dense list-row layouts.

## Model Used

Claude Opus 4.8 assisted the original feature commits.
Paperclip-Paperclip agents assisted some planning/design commits. Codex
/ GPT-5-class coding agent with shell, GitHub CLI, and repository access
performed this PR-readiness cleanup and split.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
2026-06-06 09:17:27 -05:00
Dotta 4d5322c821 [codex] Add checkbox confirmation issue interactions (#7649)
## Thinking Path

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

## Linked Issues or Issue Description

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

## What Changed

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

## Verification

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

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

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

## Risks

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

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 08:48:43 -05:00
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 487361a5cc Merge pull request #7553 from paperclipai/codex/pap-10343-operator-qol-pr
[codex] Group operator QoL fixes
2026-06-05 05:29:56 -10:00
m.seomoon fb28cf38b4 fix(heartbeat): guard Hermes resume session state (#7516)
## Thinking Path

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

## What Changed

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

Addresses #6347.

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

## Verification

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

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

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

## Risks

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

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used, including exact model ID and
capability details
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally — targeted checks passed; full `pnpm
test:run` had unrelated local failures disclosed above
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots — N/A, no UI changes
- [x] I have updated relevant documentation to reflect my changes — N/A,
no user-facing docs or commands changed
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-04 22:45:25 -07:00