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84 commits

Author SHA1 Message Date
Chris Farhood
50cd76d8a3
feat(adapters): add capability flags to ServerAdapterModule (#3540)
## Thinking Path

> - Paperclip orchestrates AI agents via adapters (`claude_local`,
`codex_local`, etc.)
> - Each adapter type has different capabilities — instructions bundles,
skill materialization, local JWT — but these were gated by 5 hardcoded
type lists scattered across server routes and UI components
> - External adapter plugins (e.g. a future `opencode_k8s`) cannot add
themselves to those hardcoded lists without patching Paperclip source
> - The existing `supportsLocalAgentJwt` field on `ServerAdapterModule`
proves the right pattern already exists; it just wasn't applied to the
other capability gates
> - This pull request replaces the 4 remaining hardcoded lists with
declarative capability flags on `ServerAdapterModule`, exposed through
the adapter listing API
> - The benefit is that external adapter plugins can now declare their
own capabilities without any changes to Paperclip source code

## What Changed

- **`packages/adapter-utils/src/types.ts`** — added optional capability
fields to `ServerAdapterModule`: `supportsInstructionsBundle`,
`instructionsPathKey`, `requiresMaterializedRuntimeSkills`
- **`server/src/routes/agents.ts`** — replaced
`DEFAULT_MANAGED_INSTRUCTIONS_ADAPTER_TYPES` and
`ADAPTERS_REQUIRING_MATERIALIZED_RUNTIME_SKILLS` hardcoded sets with
capability-aware helper functions that fall back to the legacy sets for
adapters that don't set flags
- **`server/src/routes/adapters.ts`** — `GET /api/adapters` now includes
a `capabilities` object per adapter (all four flags + derived
`supportsSkills`)
- **`server/src/adapters/registry.ts`** — all built-in adapters
(`claude_local`, `codex_local`, `process`, `cursor`) now declare flags
explicitly
- **`ui/src/adapters/use-adapter-capabilities.ts`** — new hook that
fetches adapter capabilities from the API
- **`ui/src/pages/AgentDetail.tsx`** — replaced hardcoded `isLocal`
allowlist with `capabilities.supportsInstructionsBundle` from the API
- **`ui/src/components/AgentConfigForm.tsx`** /
**`OnboardingWizard.tsx`** — replaced `NONLOCAL_TYPES` denylist with
capability-based checks
- **`server/src/__tests__/adapter-registry.test.ts`** /
**`adapter-routes.test.ts`** — tests covering flag exposure,
undefined-when-unset, and per-adapter values
- **`docs/adapters/creating-an-adapter.md`** — new "Capability Flags"
section documenting all flags and an example for external plugin authors

## Verification

- Run `pnpm test --filter=@paperclip/server -- adapter-registry
adapter-routes` — all new tests pass
- Run `pnpm test --filter=@paperclip/adapter-utils` — existing tests
still pass
- Spin up dev server, open an agent with `claude_local` type —
instructions bundle tab still visible
- Create/open an agent with a non-local type — instructions bundle tab
still hidden
- Call `GET /api/adapters` and verify each adapter includes a
`capabilities` object with the correct flags

## Risks

- **Low risk overall** — all new flags are optional with
backwards-compatible fallbacks to the existing hardcoded sets; no
adapter behaviour changes unless a flag is explicitly set
- Adapters that do not declare flags continue to use the legacy lists,
so there is no regression risk for built-in adapters
- The UI capability hook adds one API call to AgentDetail mount; this is
a pre-existing endpoint, so no new latency path is introduced

## Model Used

- Provider: Anthropic
- Model: Claude Sonnet 4.6 (`claude-sonnet-4-6`)
- Context: 200k token context window
- Mode: Agentic tool use (code editing, bash, grep, file reads)

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Pawla Abdul (Bot) <pawla@groombook.dev>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-15 07:10:52 -05:00
Clément DREISKI
213bcd8c7a
fix: include routine-execution issues in agent inbox-lite (#3329)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Agents query their own inbox via `/agents/me/inbox-lite` to discover
assigned work
> - `issuesSvc.list()` excludes `routine_execution` issues by default,
which is appropriate for the board UI
> - But agents calling `inbox-lite` need to see **all** their assigned
work, including routine-created issues
> - Without `includeRoutineExecutions: true`, agents miss their own
in-progress issues after the first delegation step
> - This causes routine-driven pipelines to stall — agents report "Inbox
empty" and exit
> - This pull request adds `includeRoutineExecutions: true` to the
`inbox-lite` query
> - The benefit is routine-driven pipelines no longer stall after
delegation

## What Changed

- Added `includeRoutineExecutions: true` to the `issuesSvc.list()` call
in the `/agents/me/inbox-lite` route (`server/src/routes/agents.ts`)

## Verification

1. Create a routine that assigns an issue to an agent
2. Trigger the routine — first run works via `issue_assigned` event
injection
3. Agent delegates (creates a subtask) and exits
4. On next heartbeat, agent queries `inbox-lite`
5. **Before fix**: issue is invisible, agent reports "Inbox empty"
6. **After fix**: issue appears in inbox, agent continues working

Tested on production instance — fix resolves the stall immediately.

## Risks

Low risk — additive change, only affects agent-facing inbox endpoint.
Board UI keeps its default behavior (routine executions hidden for clean
view).

## Model Used

Claude Opus 4.6 (`claude-opus-4-6`) via Claude Code CLI — high thinking
effort, 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 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

Closes #3282
2026-04-15 06:41:40 -05:00
Dotta
7f893ac4ec
[codex] Harden execution reliability and heartbeat tooling (#3679)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Reliable execution depends on heartbeat routing, issue lifecycle
semantics, telemetry, and a fast enough local verification loop to keep
regressions visible
> - The remaining commits on this branch were mostly server/runtime
correctness fixes plus test and documentation follow-ups in that area
> - Those changes are logically separate from the UI-focused
issue-detail and workspace/navigation branches even when they touch
overlapping issue APIs
> - This pull request groups the execution reliability, heartbeat,
telemetry, and tooling changes into one standalone branch
> - The benefit is a focused review of the control-plane correctness
work, including the follow-up fix that restored the implicit
comment-reopen helpers after branch splitting

## What Changed

- Hardened issue/heartbeat execution behavior, including self-review
stage skipping, deferred mention wakes during active execution, stranded
execution recovery, active-run scoping, assignee resolution, and
blocked-to-todo wake resumption
- Reduced noisy polling/logging overhead by trimming issue run payloads,
compacting persisted run logs, silencing high-volume request logs, and
capping heartbeat-run queries in dashboard/inbox surfaces
- Expanded telemetry and status semantics with adapter/model fields on
task completion plus clearer status guidance in docs/onboarding material
- Updated test infrastructure and verification defaults with faster
route-test module isolation, cheaper default `pnpm test`, e2e isolation
from local state, and repo verification follow-ups
- Included docs/release housekeeping from the branch and added a small
follow-up commit restoring the implicit comment-reopen helpers that were
dropped during branch reconstruction

## Verification

- `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts`
- `pnpm vitest run server/src/__tests__/http-log-policy.test.ts
server/src/__tests__/heartbeat-run-log.test.ts
server/src/__tests__/health.test.ts`
- `server/src/__tests__/activity-service.test.ts`,
`server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and
`server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted
on this host but the embedded Postgres harness reported
init-script/data-dir problems and skipped or failed to start, so they
are noted as environment-limited

## Risks

- Medium: this branch changes core issue/heartbeat routing and
reopen/wakeup behavior, so regressions would affect agent execution flow
rather than isolated UI polish
- Because it also updates verification infrastructure, reviewers should
pay attention to whether the new tests are asserting the right failure
modes and not just reshaping harness behavior

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution 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)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 13:34:52 -05:00
Dotta
c566a9236c fix: harden heartbeat and adapter runtime workflows 2026-04-10 22:26:21 -05:00
Dotta
ac664df8e4
fix(authz): scope import, approvals, activity, and heartbeat routes (#3315)
## Thinking Path

> - Paperclip orchestrates AI agents and company-scoped control-plane
actions for zero-human companies.
> - This change touches the server authz boundary around company
portability, approvals, activity, and heartbeat-run operations.
> - The vulnerability was that board-authenticated callers could cross
company boundaries or create new companies through import paths without
the same authorization checks enforced elsewhere.
> - Once that gap existed, an attacker could chain it into higher-impact
behavior through agent execution paths.
> - The fix needed to harden every confirmed authorization gap in the
reported chain, not just the first route that exposed it.
> - This pull request adds the missing instance-admin and company-access
checks and adds regression tests for each affected route.
> - The benefit is that cross-company actions and new-company import
flows now follow the same control-plane authorization rules as the rest
of the product.

## What Changed

- Required instance-admin access for `new_company` import preview/apply
flows in `server/src/routes/companies.ts`.
- Required company access before approval decision routes in
`server/src/routes/approvals.ts`.
- Required company access for activity creation and heartbeat-run issue
listing in `server/src/routes/activity.ts`.
- Required company access before heartbeat cancellation in
`server/src/routes/agents.ts`.
- Added regression coverage in the corresponding server route tests.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/company-portability-routes.test.ts
src/__tests__/approval-routes-idempotency.test.ts
src/__tests__/activity-routes.test.ts
src/__tests__/agent-permissions-routes.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Prior verification on the original security patch branch also included
`pnpm build`.

## Risks

- Low code risk: the change is narrow and only adds missing
authorization gates to existing routes.
- Operational risk: the advisory is already public, so this PR should be
merged quickly to minimize the public unpatched window.
- Residual product risk remains around open signup / bootstrap defaults,
which was intentionally left out of this patch because the current
first-user onboarding flow depends on it.

## Model Used

- OpenAI GPT-5 Codex coding agent with tool use and local code execution
in the Codex CLI environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Forgotten <forgottenrunes@protonmail.com>
2026-04-10 11:55:27 -05:00
dotta
844b061267 Disable timer heartbeats by default for new agents 2026-04-09 06:16:05 -05:00
dotta
d9476abecb fix(adapters): honor paused overrides and isolate UI parser state
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-04 14:04:33 -05:00
HenkDz
f884cbab78 fix(adapters): restore built-in Hermes and sync lockfile with server
Re-align phase1 with upstream: hermes_local ships via hermes-paperclip-adapter on the server and UI (hermes-local module). Fixes ERR_PNPM_OUTDATED_LOCKFILE from server/package.json missing a dep still present in the lockfile.

Add shared BUILTIN_ADAPTER_TYPES and skip external plugin registration when it would override a built-in type. Docs list Hermes as built-in; Droid remains the primary external example.

Made-with: Cursor
2026-04-03 21:11:21 +01:00
HenkDz
14d59da316 feat(adapters): external adapter plugin system with dynamic UI parser
- Plugin loader: install/reload/remove/reinstall external adapters
  from npm packages or local directories
- Plugin store persisted at ~/.paperclip/adapter-plugins.json
- Self-healing UI parser resolution with version caching
- UI: Adapter Manager page, dynamic loader, display registry
  with humanized names for unknown adapter types
- Dev watch: exclude adapter-plugins dir from tsx watcher
  to prevent mid-request server restarts during reinstall
- All consumer fallbacks use getAdapterLabel() for consistent display
- AdapterTypeDropdown uses controlled open state for proper close behavior
- Remove hermes-local from built-in UI (externalized to plugin)
- Add docs for external adapters and UI parser contract
2026-04-03 21:11:20 +01:00
dotta
37b6ad42ea Add versioned telemetry events
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-03 09:25:00 -05:00
dotta
833842b391 fix(inbox): address Greptile review findings
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 12:16:34 -05:00
dotta
3ab7d52f00 feat(inbox): add operator search and keyboard controls
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 11:45:15 -05:00
Cody (Radius Red)
ce8d9eb323 fix(server): preserve adapter-agnostic keys when changing adapter type
When the adapter type changes via PATCH, the server only preserved
instruction bundle keys (instructionsBundleMode, etc.) from the
existing config. Adapter-agnostic keys like env, cwd, timeoutSec,
graceSec, promptTemplate, and bootstrapPromptTemplate were silently
dropped if the PATCH payload didn't explicitly include them.

This caused env var data loss when adapter type was changed via the
UI or API without sending the full existing adapterConfig.

The fix preserves these adapter-agnostic keys from the existing config
before applying the instruction bundle preservation, matching the
UI's behavior in AgentConfigForm.handleSave.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-31 15:42:03 +00:00
dotta
ce4536d1fa Add agent Mine inbox API surface
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:57:34 -05:00
HenkDz
582f4ceaf4 fix: address Hermes adapter review feedback 2026-03-28 11:35:58 +01:00
HenkDz
1583a2d65a feat(hermes): upgrade hermes-paperclip-adapter + UI adapter + skills + detectModel
Upgrades hermes-paperclip-adapter from 0.1.1 to ^0.2.0 and wires in all new
capabilities introduced in v0.2.0:

Server
- Upgrade hermes-paperclip-adapter 0.1.1 -> ^0.2.0 (pending PR#10 merge)
- Wire listSkills + syncSkills from hermes-paperclip-adapter/server
- Add detectModel to hermesLocalAdapter (reads ~/.hermes/config.yaml)
- Add detectAdapterModel() function + /adapters/:type/detect-model route
- Export detectAdapterModel from server/src/adapters/index.ts

Types
- Add optional detectModel? to ServerAdapterModule in adapter-utils

UI
- Add hermes-paperclip-adapter ^0.2.0 to ui/package.json (for /ui exports)
- New ui/src/adapters/hermes-local/ — config fields + UI adapter module
- Register hermesLocalUIAdapter in UI adapter registry
- New HermesIcon (caduceus SVG) for adapter pickers
- AgentConfigForm: detect-model button, creatable model input, preserve
  adapter-agnostic fields (env, promptTemplate) when switching adapter type
- NewAgentDialog + OnboardingWizard: add Hermes to adapter picker
- Agents, OrgChart, InviteLanding, NewAgent, agent-config-primitives: add
  hermes_local label + enable in adapter sets
- AgentDetail: smarter run summary excerpt extraction
- RunTranscriptView: improved Hermes stdout rendering

NOTE: requires hermes-paperclip-adapter@0.2.0 on npm.
      Blocked on NousResearch/hermes-paperclip-adapter#10 merging.
2026-03-28 01:34:48 +01:00
dotta
c8f8f6752f fix: address latest Greptile runtime review 2026-03-23 19:43:50 -05:00
dotta
2daae758b1 Include all agents on heartbeats page regardless of interval config
Agents without a heartbeat interval configured (intervalSec=0) were
filtered out, making them invisible on the instance heartbeats page.
This prevented managing heartbeats for agents that hadn't been
configured yet (e.g. donchitos company agents).

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:33 -05:00
dotta
0bb1ee3caa Recover agent instructions from disk
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:33 -05:00
dotta
3b2cb3a699 Show all companies' agents on instance heartbeats page
The /instance/scheduler-heartbeats endpoint was filtering agents by the
requesting user's company memberships, which meant non-member companies
(like donchitos) were hidden. Since this is an instance-level admin page,
it should show all agents across all companies.

- Added assertInstanceAdmin to authz.ts for reuse
- Replaced assertBoard + company filter with assertInstanceAdmin
- Removed the companyIds-based WHERE clause since instance admins see all

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:33 -05:00
dotta
a315838d43 fix: preserve agent instructions on adapter switch
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:33 -05:00
dotta
5140d7b0c4 Merge remote-tracking branch 'public-gh/master' into paperclip-company-import-export
* public-gh/master:
  fix: address greptile follow-up feedback
  docs: clarify quickstart npx usage
  Add guarded dev restart handling
  Fix PAP-576 settings toggles and transcript default
  Add username log censor setting
  fix: use standard toggle component for permission controls

# Conflicts:
#	server/src/routes/agents.ts
#	ui/src/pages/AgentDetail.tsx
2026-03-20 13:28:05 -05:00
dotta
39878fcdfe Add username log censor setting
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 08:50:00 -05:00
dotta
d6bb71f324 Add default agent instructions bundle
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 07:42:36 -05:00
dotta
0f45999df9 Bundle default CEO onboarding instructions
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 07:38:05 -05:00
dotta
f2c42aad12 feat: multi-style pure SVG org chart renderer (no Playwright needed)
Rewrote org-chart-svg.ts to support all 5 styles (monochrome, nebula,
circuit, warmth, schematic) as pure SVG — no browser or Satori needed.
Routes now accept ?style= query param. Added standalone comparison script.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 06:33:29 -05:00
dotta
d07d86f778 Merge public-gh/master into paperclip-company-import-export 2026-03-20 06:25:24 -05:00
dotta
f9d685344d Expose agent task assignment permissions
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 06:05:15 -05:00
dotta
b20675b7b5 Add org chart image export support 2026-03-20 05:51:33 -05:00
dotta
2f076f2add Default new agents to managed AGENTS.md
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-19 07:57:25 -05:00
dotta
480174367d Add company skill assignment to agent create and hire flows
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-18 13:18:48 -05:00
Dotta
e980c2ef64 Add agent instructions bundle editing
Expose first-class instructions bundle APIs, preserve agent prompt bundles in portability flows, and replace the Agent Detail prompts tab with file-backed bundle editing while retiring bootstrap prompt UI.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-17 13:42:00 -05:00
Dotta
827b09d7a5 Speed up Claude agent skills loads
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-17 11:47:50 -05:00
Dotta
b5aeae7e22 Merge public-gh/master into paperclip-company-import-export 2026-03-17 10:45:14 -05:00
Dotta
4da13984e2 Add workspace operation tracking and fix project properties JSX 2026-03-17 09:36:35 -05:00
Dotta
5890b318c4 Namespace company skill identities
Persist canonical namespaced skill keys, split adapter runtime names from skill keys, and update portability/import flows to carry the canonical identity end-to-end.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-16 18:27:20 -05:00
Dotta
cca086b863 Merge public-gh/master into paperclip-company-import-export 2026-03-16 17:02:39 -05:00
Dotta
76e6cc08a6 feat(costs): add billing, quota, and budget control plane 2026-03-16 15:11:01 -05:00
Dotta
7675fd0856 Fix runtime skill injection across adapters 2026-03-15 07:05:01 -05:00
Dotta
56a34a8f8a Add adapter skill sync for codex and claude 2026-03-13 22:49:42 -05:00
Dotta
7d1748b3a7 feat: optimize heartbeat token usage
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-13 09:40:43 -05:00
Dotta
32bdcf1dca Add instance heartbeat settings sidebar 2026-03-12 08:14:45 -05:00
Dotta
7945e7e780 Redact current user from run logs
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-11 17:46:23 -05:00
Dotta
2b4d82bfdd
Merge pull request #452 from aaaaron/feat/gemini-adapter-improvements
feat(adapters/gemini-local): Gemini CLI adapter with auth, skills, and sandbox support
2026-03-11 13:43:28 -05:00
Dotta
92aef9bae8 Slim heartbeat run list payloads 2026-03-10 21:16:33 -05:00
Aditya Sasidhar
af97259a9c feat(adapters): add Gemini CLI local adapter support
Signed-off-by: Aditya Sasidhar <telikicherlaadityasasidhar@gmail.com>
2026-03-10 16:46:04 +00:00
Dotta
343d4e5877
Merge pull request #261 from mvanhorn/fix/234-secret-env-redaction
fix(server): redact secret-sourced env vars in logs by provenance
2026-03-07 21:22:00 -06:00
Matt Van Horn
977f5570be fix(server): redact secret-sourced env vars in run logs by provenance
resolveAdapterConfigForRuntime now returns a secretKeys set tracking
which env vars came from secret_ref bindings. The onAdapterMeta
callback uses this to redact them regardless of key name.

Fixes #234

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 16:08:49 -08:00
Dotta
3479ea6e80 openclaw gateway: persist device keys on create/update and clarify pairing flow 2026-03-07 17:34:38 -06:00
Dotta
35e4897256
Merge pull request #141 from aaaaron/integrate-opencode-pr62
Integrate opencode pr62 & pr104
2026-03-06 11:32:03 -06:00