375 commits

Author	SHA1	Message	Date
Dotta	75f88c588c	Support video issue attachments	2026-05-30 20:40:09 +00:00
Devin Foley	d9f91576a0	Add accepted-plan decomposition exact-once guards and UI state (#6831) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies, so planning approvals and child-issue fan-out are part of the core control-plane loop. > - Accepted plans are supposed to be a safe bridge from planning into execution, especially when agents wake from review decisions and reuse isolated workspaces. > - The duplicate-subtask incident showed that an accepted plan revision could be interpreted more than once across overlapping runs, which broke the single-source-of-truth model for issue decomposition. > - Fixing that required tightening the backend contract first: accepted-plan decomposition needs an exact-once fingerprint, durable claim state, and retry-safe child creation. > - Once that backend behavior existed, the board still needed visibility into what happened, so the issue detail view needed a dedicated decomposition section instead of forcing operators to reconstruct child creation from raw activity. > - This pull request adds the exact-once decomposition primitive, hardens wake routing and regressions around the incident, and surfaces decomposition state in the UI so future incidents are both prevented and easier to inspect. ## What Changed - Added accepted-plan decomposition semantics to `doc/execution-semantics.md`, including the exact-once fingerprint, durable claim/result expectations, and retry/resume behavior. - Added persistent accepted-plan decomposition claims in the backend, including schema, shared types/validators, service logic, and issue routes for creating and listing decomposition state. - Hardened heartbeat routing so an accepted-plan continuation stays scoped to the relevant planning issue instead of opportunistically re-decomposing another accepted issue on the same assignee. - Added regression coverage for the original failure modes: concurrent same-parent retries, cross-issue accepted-plan isolation, and partial child recreation under the same fingerprint. - Added the `Plan decomposition` issue-detail section plus supporting API/query-key/activity formatting updates so operators can see revision status, owner, child counts, and the linked child issues directly in the UI. - Included the small follow-up UI fix so the decomposition section still renders when the issue work mode is no longer `planning`. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "lists persisted decompositions with child issue summaries"` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "accepted plan decomposition" server/src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts server/src/__tests__/heartbeat-context-summary.test.ts` - Manual UI path: create a planning issue without an isolated execution workspace, add a `plan` document, accept the `request_confirmation`, let Paperclip create child issues, then reopen the parent issue detail page and confirm the `Plan decomposition` section shows the accepted revision, status, idempotent-claim badge, and child links. - Separate follow-up bug noted during manual UI validation: accepting a plan on an issue whose run never records `workspace_finalize` is tracked in `PAPA-445` and is not part of this PR’s fix scope. ## Risks - This adds a new migration and a large Drizzle snapshot update; reviewers should confirm the schema shape and generated metadata match the intended decomposition table. - The exact-once claim changes sit on the accepted-plan fan-out path, so regressions there could block legitimate child creation or mis-handle retries if the claim state machine is wrong. - The new UI only appears when decomposition records exist; reviewers should use the manual verification path above rather than expecting existing issues on a stale local instance to show the section automatically. - `PAPA-445` remains an open follow-up for the `workspace_finalize` accept gate when a planning handoff never records finalize; that bug can interfere with reproducing the UI flow on isolated workspaces but does not change the correctness of the exact-once decomposition feature itself. > Checked `ROADMAP.md`: this PR is a bug fix / control-plane hardening change for accepted-plan decomposition, not a new uncoordinated roadmap feature. ## Model Used - OpenAI Codex via Paperclip `codex_local` (GPT-5-based coding agent; exact backend model ID/context window not exposed in the run context), with repository tool use, shell execution, and code-editing capabilities. <img width="806" height="1069" alt="Screenshot 2026-05-27 at 11 05 48 PM" src="https://github.com/user-attachments/assets/5b00b670-96cd-4470-b0a3-581743bcae28" /> ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-28 23:30:18 -07:00
Dotta	9eac727cf1	[codex] Add skills CLI and catalog management (#6782) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies through company-scoped control-plane workflows. > - Agents need reusable, inspectable skills that can be installed, reset, audited, exported, and assigned without bespoke local setup. > - The existing skill truth model needed cleanup so bundled skills, optional catalog skills, runtime skills, and adapter-provided skills have clear provenance. > - Operators also need a practical CLI and board UI for discovering and managing company skills. > - This pull request adds the skills CLI, packaged skills catalog, company skills APIs, and catalog-aware board UI. > - The benefit is a more reusable Paperclip company setup where skills are portable, auditable, and easier for operators and agents to manage. ## What Changed - Added `paperclipai skills` CLI commands and coverage for catalog listing, installing, resetting, and inspecting company skills. - Added a packaged `@paperclipai/skills-catalog` workspace with bundled and optional skill content plus validation/build tests. - Added shared company-skill types and validators used across CLI, server, and UI contracts. - Added server catalog APIs/services for company skill catalog operations, reset semantics, audit behavior, and portability provenance. - Updated adapter skill handling so runtime/catalog provenance remains explicit across local adapters. - Added board UI support for browsing and managing catalog-backed company skills. - Updated docs for the skills CLI/catalog flow and the company skills Paperclip skill reference. - Rebased the branch onto current `paperclipai/paperclip:master`; no `pnpm-lock.yaml`, `.github/workflows`, or migration files are included in the final PR diff. ## Verification - Passed: `pnpm run preflight:workspace-links && pnpm exec vitest run cli/src/__tests__/skills.test.ts packages/skills-catalog/src/catalog-builder.test.ts packages/skills-catalog/src/shipped-catalog.test.ts packages/shared/src/validators/company-skill.test.ts packages/adapter-utils/src/server-utils.test.ts packages/plugins/create-paperclip-plugin/src/entrypoints.test.ts server/src/__tests__/company-skills-catalog-service.test.ts server/src/__tests__/company-skills-routes.test.ts server/src/__tests__/company-portability.test.ts`. - Passed: `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts -t "default branch|origin/master|symbolic-ref"`. - Attempted: full `server/src/__tests__/workspace-runtime.test.ts`. Four provisioning tests failed while seeding an isolated worktree database from the local Paperclip instance because the local plugin schema dump contains a duplicate-column foreign key (`plugin_content_machine_18a7bc327b.content_case_signals`). The default-branch tests touched by the rebase conflict passed in the focused run above. - Checked final diff: no `pnpm-lock.yaml`, no `.github/workflows`, and no migration-file changes relative to `master`. ## Risks - Medium: this is a broad skills/catalog change touching CLI, server APIs, shared contracts, adapter skill sync, and UI. - Catalog validation and reset semantics need careful reviewer attention because they affect reusable company setup and portability. - No database migrations are included in this PR, so there is no migration ordering/idempotency risk in the final diff. - No lockfile is included by design; dependency resolution will be handled by the repository lockfile workflow. ## Model Used - OpenAI Codex coding agent based on GPT-5, running in Paperclip via the `codex_local` adapter with shell, git, GitHub CLI, and code-editing tool access. Exact hosted model build/context-window metadata is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run targeted tests locally and documented the local workspace-runtime seed failure above - [x] I have added or updated tests where applicable - [x] If this change affects the UI, screenshots were intentionally omitted per PAP-10124 instructions; UI behavior is covered by tests and reviewer inspection - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-28 07:33:51 -10:00
Dotta	8da50dbcf8	[codex] Add private browser first-admin claim flow (#6755) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Fresh self-hosted deployments need an operator path before any invite exists. > - Umbrel installs are private LAN deployments, so a one-time browser claim is appropriate only when the deployment is private and unclaimed. > - Public deployments and installs with active invites must keep the existing invite-only model so admin creation is not exposed broadly. > - GitHub PR #2927 established the useful direction, but it needed to be adapted onto current `master` rather than merged as-is. > - This pull request adds that adapted private-only claim flow across server, UI, docs, and regression coverage. > - The benefit is that a fresh private Umbrel-style install can be claimed from the browser without weakening public deployment access. ## What Changed - Added a first-admin claim service and access route support for one-time admin claim eligibility on private unclaimed deployments. - Updated the bootstrap/access UI so eligible private installs show a setup claim path, while public and invited deployments keep invite-first behavior. - Added a bootstrap-pending setup UX lab covering claim, invite, public, and signed-in access states. - Updated deployment and local development docs for authenticated private/public behavior and the Umbrel-style claim path. - Added server and UI regression tests for private claim, public no-claim, active invite fallback, existing board/no-access flows, and health exposure reporting. - Stabilized PR handoff verification by serializing the aggregate server Vitest workspace run, forcing `NODE_ENV=test`, and relaxing the heartbeat batching test around legitimate recovery follow-up runs. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm vitest --run server/src/__tests__/heartbeat-comment-wake-batching.test.ts` - `pnpm vitest --run server/src/__tests__/health-dev-server-token.test.ts` - `pnpm test:run` - QA validation: PAP-10115 passed browser validation with screenshots for private fresh install claim, active invite versus claim conflict, public invite-only/claim-absent behavior, existing invite fallback, and normal board/no-access flows. - GitHub closeout: issue #2579 and PR #2927 were updated with the accepted direction: adapt the implementation, do not direct-merge #2927 as-is. ## Risks - The claim endpoint must remain private-only and one-time; a regression here could expose admin creation on public deployments. - Existing invite behavior must remain intact for public deployments and installs that already have an active invite. - The stable Vitest harness now serializes the aggregate server workspace group; this is slower, but it avoids DB-backed suite collisions under root workspace mode. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected - check the roadmap first. See `CONTRIBUTING.md`. > > ROADMAP.md checked: this is a scoped deployment bootstrap/access fix and does not duplicate a listed roadmap project. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` for product engineering, implementation, and verification, with tool-enabled local code execution. Paperclip QA browser validation was performed in PAP-10115 by the assigned QA agent; exact adapter model metadata for that QA run is not exposed in this PR context. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-27 21:15:01 -10:00
Dotta	b7545823be	[codex] Add document annotations and comments (#6733) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through issues, documents, runs, and durable company-scoped state. > - Issue documents are where agents and operators capture plans, handoffs, and work products. > - Before this change, document collaboration could only happen through whole-document edits and detached issue comments. > - Inline document annotations need stable anchors, revision-aware persistence, and UI affordances that do not break existing document editing. > - This pull request adds company-scoped document annotation threads, comments, anchor snapshots, API routes, and board UI. > - The benefit is that operators and agents can discuss specific document passages without losing context as documents evolve. ## What Changed - Added document annotation tables, schema exports, shared types, validators, anchor hashing, and text-anchor helpers. - Added server-side document annotation services and issue routes for listing, creating, commenting, resolving, and reopening annotation threads. - Included annotation summaries in relevant issue document reads and backup/recovery document workspace behavior. - Added React UI for inline document highlights, comment panels, mobile sheet behavior, deep-link focus, and resolved/open filtering. - Added annotation design artifacts, Storybook coverage, screenshots, and a screenshot helper script. - Rebased the branch onto current `paperclipai/paperclip` `master` and renumbered the annotation migration from `0085_old_swarm` to `0091_old_swarm`; the SQL uses `IF NOT EXISTS` guards so environments that previously applied the old migration number can safely apply the new one. - Adjusted the new annotation UI tests to use a local async flush helper because this workspace's React 19.2.4 export does not expose `React.act`. ## Verification - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/document-anchors.test.ts server/src/__tests__/document-annotation-routes.test.ts server/src/__tests__/document-annotations-service.test.ts ui/src/components/DocumentAnnotationLayer.test.tsx ui/src/components/IssueDocumentAnnotations.test.tsx ui/src/lib/document-annotation-hash.test.ts ui/src/lib/document-annotation-selection.test.ts` - Confirmed `git diff --check` passes. - Confirmed no `pnpm-lock.yaml` or `.github/workflows/*` files are included in the PR diff. ## Risks - Medium risk: this adds new persisted annotation tables and routes across db/shared/server/ui. - Migration risk is reduced by moving the branch migration to `0091_old_swarm` after upstream `0090_resource_memberships` and keeping the SQL idempotent for old `0085_old_swarm` adopters. - UI risk is mostly around text range anchoring and panel positioning across long documents, folded content, and mobile layouts; the PR includes focused unit coverage and design screenshots. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-using software engineering mode. Context window size is not exposed in this Paperclip runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-26 06:41:23 -07:00
Dotta	f0ddd24d61	[codex] Show bundled plugins in plugin manager (#6734) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The plugin system is how Paperclip exposes optional capabilities and integrations without bloating the control plane. > - Operators need the Instance Settings plugin manager to show both installed external plugins and bundled built-in plugins. > - Bundled plugins were available in the server/UI surface but were not represented consistently in the plugin manager list. > - Workspace runtime reuse also needed to stay pinned to the current branch/base so the plugin manager can be validated from the intended checkout. > - This pull request shows bundled plugins in the manager, marks experimental bundled plugins clearly, and tightens runtime/worktree reuse guards. > - The benefit is that operators can discover bundled plugins from the same management screen as installed plugins without stale workspace sessions hiding the latest branch state. ## What Changed - Lists bundled monorepo plugin packages through the plugin routes API, including plugin status and install metadata needed by the UI. - Updates the plugin manager UI/API client to render bundled plugins and display experimental badges based on installed plugin records. - Adds server authorization coverage around plugin routes so board and agent access stay company-scoped. - Guards execution workspace/runtime reuse against stale base refs and defaults new worktrees to the fetched target base. - Expands workspace runtime tests for service reuse, stale workspace prevention, and controlled runtime stops. - Addressed Greptile feedback by respecting `origin/HEAD`, using async cached bundled-plugin discovery, and avoiding duplicated UI experimental plugin lists. ## Verification - `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/workspace-runtime.test.ts server/src/__tests__/heartbeat-workspace-session.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/plugin-sdk build && pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server typecheck` - `gh pr checks 6734 --repo paperclipai/paperclip` reports all checks passing on `10e1ba9e0f505637cd913713fb28c2c99ae92011`. - Greptile Review reports 5/5 on `10e1ba9e0f505637cd913713fb28c2c99ae92011`. - Confirmed the branch is rebased onto `public-gh/master` and the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. - UI screenshots were not captured in this PR-creation pass because the available local board runtime is authenticated; the visible UI path is covered by the plugin manager code changes and server/API tests above. ## Risks - Medium risk: this touches shared plugin listing behavior and workspace runtime reuse, so regressions could affect plugin manager visibility or service reuse across execution workspaces. - No database migrations. - No lockfile or GitHub 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 GPT-5 Codex, coding-agent workflow with shell/tool use in a local Paperclip worktree. Context window not surfaced by the runtime; reasoning mode not externally reported. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-26 07:32:45 -06:00
Dotta	9aea3e3d35	[codex] Add resource membership controls (#6677) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, projects, agents, and board-visible workflows. > - The board sidebar and project list are the daily navigation surface for that control plane. > - Users need to keep all projects and agents accessible while hiding resources they have intentionally left from their own sidebar. > - That requires user-scoped resource membership state backed by company-scoped API and database contracts. > - The branch also needed to preserve HTTP worktree login sessions and keep the project list easier to scan after membership grouping. > - This pull request adds resource membership controls, sidebar leave actions, grouped/sortable project listings, and focused tests. > - The benefit is a cleaner personal workspace view without weakening company-scoped access to the underlying project or agent detail pages. ## What Changed - Added `project_memberships` and `agent_memberships` tables with API/shared/server contracts for current-user join/leave state. - Renumbered the membership migration to `0090_resource_memberships` after rebasing onto current `master`, and made it idempotent for anyone who had applied the old branch-local `0087` migration. - Added project and agent sidebar leave actions, plus list filtering that waits for membership state before hiding resources. - Added grouped project listing, project sorting controls, and reserved row subtitle height for cleaner scanning. - Fixed HTTP auth cookie security handling so HTTP worktree sessions can persist. - Updated focused server and UI tests for the new membership, sidebar, project list, and auth behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/better-auth.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/pages/Projects.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/MembershipAction.test.tsx ui/src/components/EntityRow.test.tsx` - Confirmed the branch is rebased on current `origin/master`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Migration safety: low to medium. The migration now uses `IF NOT EXISTS` / guarded constraints and is numbered after current master migrations, but it should still get CI coverage against fresh databases. - UI behavior: low. Left resources are hidden from sidebar only after membership state loads; direct detail access remains available. - Auth behavior: low. Cookie security is relaxed only for HTTP/private local-style origins where secure cookies would prevent login persistence. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex coding agent, tool-enabled shell/git workflow, context window not exposed by runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Screenshot note: no browser screenshots were captured in this heartbeat; the UI changes are covered by focused component tests above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-25 13:12:41 -05:00
Dotta	ece8a51e22	[codex] Bundle local branch fixes from PAP-10032 (#6604) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - This branch accumulated multiple already-tested control-plane, adapter runtime, invite, workspace, plugin, and UI quality fixes on the primary Paperclip checkout. > - `origin/master` advanced while those commits were still local, so the branch needed to be preserved and reconciled before review. > - Splitting the branch commit-by-commit against the new base produced overlapping conflicts with recently merged upstream PRs. > - This pull request keeps the remaining branch as one standalone PR because the final diff is 38 files after removing screenshot artifacts, under Greptile's 100-file cap, and can be merged independently after review. > - The benefit is that none of the local work is lost, the branch is now based on current `origin/master`, and reviewers can evaluate the reconciled changes in one place. ## What Changed - Merged the local accumulated branch with current `origin/master` and resolved the invite-flow overlaps from the newer upstream companies query helper. - Preserved the local fixes for invite existing-member behavior, invite link copy fallback, reusable workspace selection, worktree auth, static SPA fallback, markdown wrapping, plugin slot registration, cloud upstream UX/server polish, project sorting, and related tests. - Removed screenshot artifacts from the PR per review request. - Kept the PR under the requested file limit: 38 files changed, with no `pnpm-lock.yaml` or `.github/workflows/*` changes. ## Verification - `NODE_ENV=test pnpm exec vitest run ui/src/pages/CompanyInvites.test.tsx ui/src/pages/InviteLanding.test.tsx ui/src/pages/Projects.test.tsx ui/src/plugins/slots.test.ts ui/src/components/MarkdownBody.test.tsx server/src/__tests__/invite-accept-existing-member.test.ts server/src/__tests__/static-index-html.test.ts server/src/__tests__/execution-workspaces-service.test.ts server/src/__tests__/better-auth.test.ts server/src/__tests__/worktree-config.test.ts` - `NODE_ENV=test pnpm --filter @paperclipai/ui typecheck` - `NODE_ENV=test pnpm --filter @paperclipai/server typecheck` - Confirmed `git diff --name-only origin/master...HEAD | wc -l` is `38`. - Confirmed no PR diff entries match `pnpm-lock.yaml`, `.github/workflows/*`, or `screenshots/*`. ## Risks - Medium review risk because this is a bundled rescue PR rather than several narrow feature PRs. - Invite flow and company cache behavior overlapped with newer upstream changes; the merge resolution intentionally keeps the shared `companiesListQueryOptions` helper while preserving local existing-member invite behavior. - Visual review evidence is no longer attached in-repo because screenshots were removed from this PR per review request. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent, with repository tool access, terminal execution, and git/GitHub CLI operations. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] UI screenshots were intentionally removed from this PR per review request - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> Co-authored-by: CodexCoder <codexcoder@paperclip.local>	2026-05-25 07:25:26 -05:00
Aron Prins	897cc322c7	Improve external agent invite flow (#6183) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Agent creation can happen through local runtimes, managed runtimes, and external agents that onboard through invites. > - The old OpenClaw-oriented invite UX lived under company settings/invites and made a gateway-specific path look like a company access setting. > - That hid the broader bring-your-own-agent flow and forced operators to leave the add-agent modal when adding an external agent. > - This pull request moves external agent invite generation into the add-agent modal and makes the copy agent-oriented instead of OpenClaw-only. > - The benefit is a clearer agent-first onboarding path while company invites stay focused on human access. ## What Changed - Added an external-agent invite branch to the add-agent modal, including a dedicated prompt result view with Back navigation. - Added a shared agent onboarding prompt builder and focused modal coverage for prompt replacement/back navigation. - Removed the agent invite prompt UI from Company Settings and Company Invites, leaving Company Invites focused on human access links and invite history. - Updated the hidden OpenClaw Gateway runtime hint to direct operators to the add-agent invite flow instead of presenting it as a blocked runtime card. - Updated invite/onboarding docs, storybook coverage, and server-side onboarding copy toward generic agent language while preserving existing gateway compatibility. ## Verification - `pnpm -r typecheck` - `pnpm build` - `FAKE_BIN="$(mktemp -d)/bin"; mkdir -p "$FAKE_BIN"; printf '#!/bin/sh\nexit 1\n' > "$FAKE_BIN/tailscale"; chmod +x "$FAKE_BIN/tailscale"; PATH="$FAKE_BIN:$PATH" pnpm test:run` - `pnpm test:run` without the fake `tailscale` shim was also attempted; it failed only in two pre-existing CLI tailnet fallback tests because this host has a real Tailscale address (`100.125.202.3`) where those tests expect no Tailscale. - Focused confirmation for that host-env issue: `FAKE_BIN=... PATH="$FAKE_BIN:$PATH" pnpm exec vitest run --project paperclipai cli/src/__tests__/network-bind.test.ts cli/src/__tests__/onboard.test.ts` - Manual UI verification: served UI locally in light mode, opened add-agent modal, generated external agent prompt, verified the generated prompt replaces the form and Back returns to the form. ### Screenshots    ## Risks - Existing OpenClaw gateway compatibility remains, but operators now discover external agent onboarding from the add-agent modal instead of company settings. - Agent invites still appear in the invite history table, so that page may show agent-scoped invite rows even though it no longer creates agent onboarding prompts. - Low migration risk: no schema changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent in Codex desktop; tool-enabled repository, shell, browser, and GitHub workflow. Context window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-23 09:09:40 -05:00
Dotta	ad6effa65c	[codex] Improve runtime and import reliability (#6549) ... ## Thinking Path > - Paperclip coordinates autonomous company work through local and hosted runtime surfaces. > - Local embedded Postgres and tenant import/export paths are foundational reliability pieces. > - A runtime failure in either path can stop agents or imports before useful work begins. > - The branch included remaining fixes for embedded native library bootstrap and async tenant import handling. > - This pull request groups those runtime/import reliability changes into one standalone PR. > - The benefit is a more robust local runtime and safer cloud tenant import behavior. ## What Changed - Prepared embedded Postgres native runtime before startup in CLI/server/test entrypoints. - Added embedded Postgres native bootstrap coverage. - Added async tenant import job handling and deferred validation coverage. - Kept the runtime/import changes based directly on current `origin/master` after related upstream PRs had already merged. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run packages/db/src/embedded-postgres-native.test.ts server/src/__tests__/company-portability-routes.test.ts` ## Risks - Medium-low: this touches startup/import paths, but the branch is small and covered by targeted tests. - The embedded Postgres change depends on platform-specific native-library behavior, so CI and follow-up checks should still verify supported runners. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex via `codex_local`, tool-enabled coding session; exact context window not exposed by this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-22 09:57:22 -05:00
Dotta	e43b392a79	[codex] Add local Cloud Upstream sync (#6548) ... ## Thinking Path > - Paperclip is the control plane for AI-agent companies. > - Operators need a path to move local company state toward Paperclip Cloud without losing local-first control. > - The Cloud Upstream flow needs API, persistence, CLI, and board UI surfaces that agree on the same manifest/run model. > - The existing branch had the feature work plus UX and error-handling follow-ups. > - This pull request packages the remaining Cloud Upstream sync work into one standalone branch. > - The benefit is an inspectable local-to-cloud sync workflow with preview, conflicts, activation, and captured UX review states. ## What Changed - Added Cloud Upstream shared types, server routes/services, and persisted run schema/migration. - Added Paperclip Cloud CLI sync helpers and local connection storage. - Added the Cloud Upstream board UI, settings entry points, query keys, and UX lab page. - Added preview/activation checklist behavior, redirect handling, manifest-only preview support, friendly errors, in-flight hints, and entity count summaries. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run cli/src/__tests__/cloud.test.ts server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts ui/src/pages/CloudUpstream.test.tsx ui/src/components/CompanySettingsSidebar.test.tsx` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/cloud-upstreams.test.ts` Worktree setup note: the isolated worktree install skipped native sqlite build scripts, so I copied the already-built local sqlite binding from the main checkout before running `server/src/__tests__/cloud-upstreams.test.ts`. The test then passed. ## Risks - Medium: this adds a database migration and a broad feature path across CLI/server/UI. - Merge order: this is the only PR in this split with a DB migration; merge it before any future Cloud Upstream migration follow-up. - Mitigation: the PR is based directly on current `origin/master`, has targeted route/service/UI tests, and keeps the feature behind existing experimental Cloud Sync settings. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex via `codex_local`, tool-enabled coding session; exact context window not exposed by this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, screenshot artifacts are intentionally omitted per reviewer request - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-22 09:56:22 -05:00
Dotta	a1835cfa5e	[codex] Harden plugin runtime invocation scope (#6547) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through a company-scoped control plane. > - Plugins extend that control plane, but plugin workers still call back into host APIs. > - Those worker-to-host calls need the same company boundary guarantees as normal API routes. > - Plugin action handlers also need authenticated actor context from the host instead of trusting caller-supplied params. > - This pull request hardens plugin bridge/action scope and keeps plugin operation issues out of normal issue surfaces. > - The benefit is safer plugin execution with clearer authorization boundaries and better test coverage. ## What Changed - Added host-owned invocation context plumbing for nested plugin worker calls. - Added actor context to plugin `performAction` calls and test harness helpers. - Enforced company invocation scope on worker-to-host calls and filtered company lists to the active invocation scope. - Extended plugin action route tests for board and agent actor context, spoofed company params, and cross-company rejection. - Extended plugin worker manager coverage for invocation-scope propagation. - Filtered typed and legacy plugin operation issue origins from default issue/inbox lists. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run packages/plugins/sdk/tests/host-client-factory.test.ts packages/plugins/sdk/tests/testing-actions.test.ts server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/plugin-worker-manager.test.ts server/src/__tests__/issues-service.test.ts` Note: embedded Postgres issue-service tests reported host-level Postgres init skip for 47 tests; the non-embedded targeted tests passed. ## Risks - Medium: plugin host authorization paths are sensitive, and external plugins may rely on previously loose company params. - Mitigation: the change only tightens calls when the host attached a company invocation scope and includes explicit tests for board, agent, and nested worker calls. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex via `codex_local`, tool-enabled coding session; exact context window not exposed by this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-22 09:16:24 -05:00
Dotta	38c185fb8b	[codex] Add agent permissions and controls plan (#6386) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies by keeping task ownership, approvals, and operator control inside one control plane. > - Agent permissions and plugin-hosted company settings sit on the boundary between autonomy and governance. > - V1 needs scoped task assignment rules, plugin extension points, and clearer company access surfaces without weakening company boundaries. > - The branch builds the core authorization service, plugin SDK/host APIs, and UI simplifications needed to support those controls. > - Paperclip EE plugin surfaces were intentionally moved out of this core PR per review direction, so this PR now carries only the public core/plugin infrastructure work. > - The latest updates preserve the PAP-9937 branch changes that belong in this PR, remove the `design/` artifacts, and exclude the experimental `plugin-briefs` package. > - Greptile feedback was applied through the authorization/audit paths and the final cleanup commit was re-reviewed at 5/5 with no unresolved Greptile threads. > - The benefit is safer assignment control with extension hooks for richer permission products while preserving simple defaults for normal operators. ## What Changed - Added scoped task-assignment authorization decisions and routed issue/agent assignment mutations through the authorization service. - Added plugin SDK and host APIs for company settings slots, authorization policy/grant management, assignment previews, and bridge invocation scope propagation. - Simplified core company access UI and moved advanced controls behind plugin-provided settings surfaces. - Added retry-now affordances for blocked issue next-step notices. - Added protected-assignment enforcement for persisted agent/project/issue policies, including explicit-grant fallback behavior. - Added incremental principal-access compatibility backfill for active agent memberships and role-default human permission grants. - Added the Markdown code block wrap action fix from the latest branch changes. - Removed `design/` artifacts from the PR and removed `packages/plugins/plugin-briefs` from the final diff. - Addressed Greptile feedback for plugin actor sanitization, legacy membership handling, audit pagination, unknown grant-scope metadata, and startup test mocks. ## Verification - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54 tests passed. - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62 tests passed. - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files passed, 28 tests passed. - `pnpm --filter @paperclipai/server typecheck` -> passed. - `git diff --check` -> passed. - `node ./scripts/check-docker-deps-stage.mjs` -> passed. - `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed with no lockfile update. - `pnpm exec vitest run ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed. - `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0. - GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`. - Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0 comments/annotations added, 0 unresolved review threads. - Confirmed the PR diff contains no `design/`, `packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or `.github/workflows` changes. ## Risks - Medium: task assignment authorization paths are behaviorally stricter for protected/private policy data, so existing plugin-authored policies may block assignment until explicit grants or approval flows are configured. - Medium: plugin-host authorization APIs expand the surface area available to trusted plugins and need careful review for company scoping. - Low: startup now performs a principal-access compatibility backfill, but the migration and runtime backfill use conflict-tolerant inserts. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled workflow with shell, git, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-22 08:12:52 -05:00
Dotta	c91a062326	[codex] Runtime control-plane fixes (#6380) ... ## Thinking Path > - Paperclip orchestrates AI agents through a server-side control plane > - That control plane depends on reliable issue state transitions, plugin lifecycle behavior, import limits, and startup/shutdown handling > - Several small runtime fixes had accumulated on the working branch and were mixed with larger feature work > - Keeping them separate makes the correctness fixes reviewable and mergeable without waiting for cloud-sync UI work > - This pull request groups the server/runtime control-plane fixes into one standalone branch > - The benefit is a tighter, safer runtime baseline for retries, imports, plugin migrations, feedback flushing, and trusted cloud import handling ## What Changed - Fixed updated issue list pagination sorting and scheduled retry comment handling. - Re-applied pending plugin migrations during hot reload and fixed plugin-schema worktree seed restore. - Hardened public tenant DB startup, portable import body limits, trusted cloud import errors, and trusted cloud tenant import mutation access. - Expired stale request confirmations after user comments. - Added feedback export shutdown hardening so database-unavailable flush loops stop cleanly. - Guarded plugin worker `error` event emission when no listener is registered. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm --filter @paperclipai/plugin-sdk build` - `npm run install --prefix node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts server/src/__tests__/plugin-lifecycle-restart.test.ts server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/body-limits.test.ts server/src/__tests__/feedback-flush-controller.test.ts server/src/__tests__/error-handler.test.ts server/src/__tests__/board-mutation-guard.test.ts packages/db/src/backup-lib.test.ts` initially exposed local setup issues and two 5s test timeouts. - Rerun after local prereq build: `pnpm exec vitest run --testTimeout 15000 server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/feedback-flush-controller.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` passed. - Some embedded Postgres-backed tests skipped on this host because local Postgres init was unavailable. ## Risks - Runtime-touching branch: startup/shutdown and issue interaction behavior should be reviewed carefully. - The feedback export change disables repeated flush attempts only for database connection-refused failures; other upload failures still log normally. - The plugin worker error guard avoids process crashes from unhandled EventEmitter errors but may hide errors from code paths that expected an emitted listener. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-20 10:37:11 -05:00
Dotta	f257530537	[codex] UI and dev ops quality-of-life (#6384) ... ## Thinking Path > - Paperclip operators spend most of their time scanning the board, inbox, sidebar, and local dev status surfaces > - Small UI and dev-ops frictions make repeated operator workflows feel slower than they need to be > - The working branch contained several independent quality-of-life improvements mixed with larger cloud work > - Grouping these smaller UI/dev-ops changes together keeps review overhead reasonable without merging them into feature PRs > - This pull request collects the operator-facing QoL polish into one standalone branch > - The benefit is a cleaner board navigation and local dev recovery experience without depending on cloud upstream sync ## What Changed - Relaxed forced 44px touch targets for small inline widgets. - Fixed mobile mention menu scrolling and sidebar spacing on touch/mobile layouts. - Synced inbox hover state with j/k selection. - Moved plugin sidebar entries into the Work section. - Added manual dev-server restart action/banner behavior. - Logged plugin bridge 502 causes for better diagnosis. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm --filter @paperclipai/plugin-sdk build` - `pnpm exec vitest run ui/src/components/MarkdownEditor.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/pages/Inbox.test.tsx ui/src/components/DevRestartBanner.test.tsx server/src/__tests__/dev-server-status.test.ts server/src/__tests__/health-dev-server-token.test.ts server/src/__tests__/plugin-routes-authz.test.ts` initially failed only because plugin SDK `dist` was not built in the fresh worktree. - Rerun after build: `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts` passed. - The remaining targeted UI/dev-server tests passed on the first post-install run. ## Visual Evidence - Sidebar layout and plugin Work section:  - Inbox/task row selection and hover-state surface:  - Dev restart banner desktop:  - Dev restart banner mobile:  ## Risks - Mostly UI/dev ergonomics with low data risk. - Sidebar and inbox changes touch frequently used navigation surfaces, so visual review on desktop/mobile is still useful. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-19 15:52:39 -05:00
Dotta	d67347be77	[codex] Provider vault secrets UX (#6381) ... ## Thinking Path > - Paperclip orchestrates AI agents that need scoped, auditable access to secrets > - Hosted and external deployments need provider vault configuration without exposing secret values in Paperclip metadata > - AWS Secrets Manager vault setup previously required too much manual operator knowledge > - Provider vault discovery and removal belong together as an independent secrets-management improvement > - This pull request adds AWS provider vault discovery/prefill plus vault removal flows > - The benefit is a safer operator path for configuring external secret storage before higher-level cloud workflows depend on it ## What Changed - Added shared validators/types for AWS provider vault discovery payloads and safe provider metadata. - Implemented AWS provider vault discovery preview on the server. - Added provider vault removal service/route behavior. - Added Secrets page UI for discovery prefill, removal messaging, and related rendering coverage. - Added Storybook provider-vault fixtures and captured screenshots for the new UX states. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm exec vitest run packages/shared/src/validators/secret.test.ts server/src/__tests__/aws-secrets-manager-provider.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts ui/src/pages/Secrets.render.test.tsx` - Result: 4 files passed, 1 embedded Postgres-backed file skipped on this host because local Postgres init was unavailable. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Secrets.render.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - Storybook screenshot capture against `Product/Secrets` on `http://127.0.0.1:60381/iframe.html?id=product-secrets--secrets-inventory&viewMode=story&globals=theme:dark` ## Screenshots Provider vaults tab after this change:  AWS discovery candidate flow:  Provider vault removal confirmation:  ## Risks - Secret provider metadata handling must remain non-sensitive; validators reject credential-bearing Vault URLs and sensitive AWS discovery keys. - AWS discovery depends on deployment credentials being configured correctly outside Paperclip-managed company secrets. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-19 15:50:23 -05:00
Dotta	bfe6369ef5	Guard cheap recovery model usage (#6371) ... ## Thinking Path > - Paperclip is the control plane that coordinates AI-agent work through issues, heartbeats, comments, approvals, and auditable recovery paths. > - The affected subsystem is heartbeat/recovery orchestration, especially the optional cheap model profile used for operational recovery overhead. > - Cheap recovery should repair status and liveness, but it must not become the worker lane that writes deliverables, continues source work, or propagates cheap execution hints into downstream retries. > - The gap was that cheap-profile hints could follow recovery wake contexts and assignment overrides farther than intended, making real work eligible to run on the cheap model. > - This pull request separates status-only cheap recovery from normal source-work continuations, adds route guards for deliverable mutations during cheap status-only runs, and documents the invariant. > - The benefit is safer retry/recovery behavior: cheap runs can clean up control-plane state, while any remaining source work resumes through a normal/original model path. ## What Changed - Added recovery model-profile work classes so status-only recovery carries explicit guard context and normal-model continuations scrub cheap hints. - Updated heartbeat, productivity review, liveness continuation, and recovery service wakeups to request cheap only for bounded status-only recovery work. - Blocked cheap status-only recovery runs from writing issue documents, plans, attachments, work products, or assigning downstream work back to `modelProfile: "cheap"`. - Added/updated server tests for cheap profile propagation, artifact/document guards, route authorization, retry scheduling, and successful-run handoff behavior. - Documented the recovery model-profile lane in `doc/SPEC-implementation.md` and `doc/execution-semantics.md`. - After rebasing onto current `public-gh/master`, stabilized the new `InstanceSidebar` plugin-filter tests so the PR check lane stays green. ## Verification - Local: `pnpm exec vitest run --config vitest.config.ts src/services/recovery/model-profile-hint.test.ts src/__tests__/issue-agent-mutation-ownership-routes.test.ts src/__tests__/issue-document-restore-routes.test.ts` from `server/` - 3 files, 37 tests passed after final edits. - Local: `pnpm exec vitest run --config vitest.config.ts src/__tests__/heartbeat-process-recovery.test.ts` from `server/` - 44 tests passed after rerunning the cleanup-sensitive file alone. - Local: `pnpm --filter @paperclipai/ui exec vitest run src/components/InstanceSidebar.test.tsx` - 4 tests passed. - Local: `pnpm --filter @paperclipai/server typecheck` - passed. - Local: `pnpm --filter @paperclipai/ui typecheck` - passed. - PR checks on latest head `6f8c3b1380f5bd872c6f49f6f7188ecf3bb6d263` - all green, including `verify`, build, typecheck, server/general/serialized tests, e2e, Snyk, and policy. - Greptile: pass 3 returned Confidence Score 5/5 with zero unresolved Greptile review threads. ## Risks - Medium risk: recovery behavior is intentionally stricter, so any path that incorrectly relies on cheap recovery to keep doing source work will now need to hand back to a normal-model run. - Low migration risk: no schema changes. - No product UI changes; the UI file touched is a test-only stabilization after rebasing onto current `master`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent, GPT-5 model family (`gpt-5`), tool use and local code execution enabled; context window 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 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 product UI changes) - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-19 13:46:02 -05:00
Dotta	5071c4c776	[codex] Add workspace diff viewer plugin (#6071) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators need to inspect what agents changed inside execution and project workspaces. > - The existing workspace detail views did not provide a first-party rich diff surface for staged, unstaged, head, renamed, binary, oversized, and untracked changes. > - The plugin system is the intended extension point for optional rich UI surfaces. > - This pull request adds a workspace diff plugin plus host services and shared contracts so Changes tabs can render workspace diffs through plugin slots. > - The diff-renderer dependency should stay owned by the plugin package rather than the core UI app. > - The dependency surface must stay aligned with repository PR policy, including intentionally omitting `pnpm-lock.yaml` from the PR. > - The benefit is a more reviewable workspace surface without hard-coding the renderer into every page. ## What Changed - Added `@paperclipai/plugin-workspace-diff`, including diff normalization, plugin manifest/worker/UI entrypoints, and focused plugin tests. - Kept `@pierre/diffs` scoped to `@paperclipai/plugin-workspace-diff`; removed the core UI lab diff-renderer surface and direct UI package dependency. - Added shared workspace diff types and validators, plus plugin SDK surface for workspace diff host services. - Added server workspace diff service support and route coverage for execution/project workspace diff flows. - Wired Execution Workspace and Project Workspace Changes tabs to load the diff plugin, including loading/error fallback behavior. - Added UI tests and fixtures for the Changes tabs and plugin bridge behavior. - Added the new plugin package manifest to the Docker deps stage so PR policy can validate dependency coverage. - Addressed review hardening around empty untracked patches, workspace path exposure, project workspace read capability checks, and default base refs. ## Verification - `pnpm --filter @paperclipai/plugin-workspace-diff test` - `pnpm exec vitest run packages/shared/src/validators/workspace-diff.test.ts server/src/__tests__/workspace-diff-service.test.ts ui/src/pages/ProjectWorkspaceDetail.test.tsx ui/src/pages/ExecutionWorkspaceDetail.test.tsx` - `pnpm exec vitest run ui/src/plugins/bridge.test.ts server/src/__tests__/workspace-runtime-routes-authz.test.ts` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/plugin-workspace-diff typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `node ./scripts/check-docker-deps-stage.mjs` - Browser screenshot captured from the local worktree dev server: https://files.catbox.moe/ofdpsp.png - Confirmed branch is rebased onto `public-gh/master`, `.github/workflows/pr.yml` is not included in the PR diff, `ui/package.json` is not included in the PR diff, and `pnpm-lock.yaml` is not included in the PR diff. ## Risks - Medium UI integration risk: the Changes tab depends on the plugin slot and host diff service path. - Medium dependency risk: this adds `@pierre/diffs` in the plugin package, but `pnpm-lock.yaml` is intentionally omitted per packaging instructions because repository automation manages lockfile updates. - Current CI blocker: downstream frozen installs fail until the repository policy path for new plugin package dependencies is chosen. - Diff rendering edge cases are covered for common working-tree and head diff states, but very large repositories may still expose performance limits. - No migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 class coding model, tool-enabled local execution environment. Exact context window was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-18 08:50:06 -05:00
Dotta	d734bd43d1	[codex] Roll up May 17 branch changes (#6210) ... ## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so agent work needs visible ownership, recovery, and operator controls. > - This local branch had accumulated several related control-plane reliability and operator-experience fixes across recovery actions, watchdog folding, model-profile defaults, mentions, markdown editing, plugin launchers, and small UI polish. > - The branch needed to be converted into a PR against the current `origin/master` without losing dirty work or including lockfile/workflow churn. > - The safest standalone shape is a single rollup PR because the recovery/server/UI files overlap heavily across the local commits and splitting would create avoidable conflicts. > - This pull request replays the local branch onto latest `origin/master`, preserves the uncommitted work as logical commits, and adds a Zod 4 validator compatibility fix found during verification. > - The benefit is that the May 17 local branch can be reviewed and merged as one coherent, conflict-free branch under the 100-file Greptile limit. ## What Changed - Rebased the local May 17 branch work onto current `origin/master` in a dedicated worktree. - Preserved and committed previously dirty changes for recovery retry handling, plugin/sidebar launcher polish, and `.herenow` ignores. - Added recovery-action behavior for returning source issues to `todo` when retrying source-scoped recovery. - Included the existing local recovery/liveness/watchdog fold, Codex cheap-profile, markdown/mention, duplicate-agent, and UI polish commits from the branch. - Normalized shared validator `z.record(...)` schemas to explicit string-key records for Zod 4 compatibility. - Confirmed the PR has no `pnpm-lock.yaml` or `.github/workflows/*` changes and stays below the 100-file Greptile limit. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `npm run install` in `node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` to build the local native sqlite3 binding after installing with scripts disabled - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts packages/shared/src/project-mentions.test.ts packages/adapter-utils/src/server-utils.test.ts server/src/__tests__/heartbeat-model-profile.test.ts server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts server/src/__tests__/plugin-local-folders.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/components/MarkdownEditor.test.tsx ui/src/components/MarkdownBody.test.tsx ui/src/lib/duplicate-agent-payload.test.ts ui/src/pages/Routines.test.tsx` - First pass: 13 files passed with 201 passing tests; 3 server files failed before sqlite3 native binding was built. - After rebuilding sqlite3: `server/src/__tests__/heartbeat-model-profile.test.ts`, `server/src/__tests__/issue-recovery-actions.test.ts`, and `server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts` passed/loaded; embedded Postgres tests were skipped by the local host guard. - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/adapter-utils typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` ## Risks - Medium risk: this is a broad rollup PR across recovery semantics, server tests, shared validators, and UI surfaces. - Some embedded Postgres tests skipped locally due the host guard, so CI should provide the stronger database-backed signal. - UI changes were covered by component tests, but no browser screenshot was captured in this PR creation pass. - This branch may overlap with existing recovery/liveness PR work; merge this PR independently or restack/close overlapping branches rather than merging duplicate implementations together. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent, tool-enabled local repository and GitHub workflow, medium reasoning effort. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-17 17:15:06 -05:00
Dotta	03ad5c5bea	[codex] Add issue document locking (#6009) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, comments, and issue documents. > - Issue documents are the durable place where plans, handoffs, and other work artifacts are revised over time. > - Some documents need to be preserved as operator-approved snapshots while agents continue working on the same issue. > - Without document locking, a later board or agent write can overwrite the document key that reviewers expected to remain stable. > - This pull request adds board-managed issue document locks and makes agent writes to locked keys create a derived document instead of mutating the locked document. > - The benefit is safer document handoffs: approved or frozen issue documents stay immutable until the board explicitly unlocks them. ## What Changed - Added `locked_at`, `locked_by_agent_id`, and `locked_by_user_id` document fields plus migration `0085_tranquil_the_executioner.sql`. - Added document lock/unlock service behavior, route endpoints, activity events, and locked-document write protections. - Made agent document writes to locked keys create a new derived key such as `plan-2` rather than overwriting the locked document. - Surfaced lock state through shared issue document types, UI API methods, document header lock controls, and activity formatting. - Added server and UI tests for lock/unlock behavior, locked document immutability, and UI action visibility. - Updated `doc/SPEC-implementation.md` with the V1 document lock contract and endpoints. ## Verification - `git rebase public-gh/master` completed cleanly after committing the branch changes. - `git diff --check` passed before commit. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/documents-service.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts ui/src/components/IssueDocumentsSection.test.tsx ui/src/components/IssueContinuationHandoff.test.tsx ui/src/lib/document-revisions.test.ts` passed: 5 files, 32 tests. ## Risks - Medium risk because this changes the document persistence contract and adds a migration. - The migration uses `ADD COLUMN IF NOT EXISTS` and guarded foreign-key creation so it remains safe for users who may have already applied an earlier copy of the migration. - Locked documents intentionally reject board edits/deletes/restores until unlocked; any existing workflows that expected direct overwrite need to unlock first. - Agent writes to locked keys now create derived documents, which may create extra issue documents when agents retry locked writes. ## Model Used - OpenAI Codex coding agent based on GPT-5, with tool use and local code execution in the Paperclip worktree. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-15 08:54:55 -05:00
Dotta	4142559c37	[codex] Add blocked inbox attention view (#5603) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies through company-scoped issues, comments, approvals, and execution workspaces. > - Operators need the Inbox to show not only active work, but also blocked work that may need human or agent attention. > - The existing inbox experience did not have a dedicated blocked-work surface, so blocked tasks were harder to triage and resume deliberately. > - Backend consumers also needed a compact attention signal that distinguishes actionable blockers from covered or waiting blocker states. > - This pull request adds a Blocked Inbox tab backed by issue blocker-attention metadata, shared validators, and UI helpers. > - The benefit is a clearer triage path for stalled or blocked Paperclip work without exposing external wait internals in the operator-facing UI. ## What Changed - Added shared issue blocker-attention types, validators, and exports for the API/UI contract. - Added backend blocker-attention computation and issue route support for blocked inbox data. - Added the Blocked Inbox tab, blocked reason chips, filtering/search UI, responsive layouts, and Storybook stories. - Updated inbox helpers and page behavior so toolbar controls only appear where they apply. - Added coverage for shared validators, server blocker-attention behavior, blocked inbox UI helpers/components, and the Inbox page. - Added a screenshot helper script for the blocked inbox Storybook stories. - Addressed Greptile feedback by making urgency sorting deterministic for null stop times, avoiding full blocked-inbox list enrichment for counts, and hardening the screenshot helper. ## Verification - Rebased the branch cleanly onto `public-gh/master`. - Confirmed the diff does not include `pnpm-lock.yaml`. - Confirmed the diff does not include database migration files. - Ran `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-blocker-attention.test.ts ui/src/components/BlockedInboxView.test.tsx ui/src/components/BlockedReasonChip.test.tsx ui/src/lib/blockedInbox.test.ts ui/src/lib/inbox.test.ts ui/src/pages/Inbox.test.tsx`. - Ran `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck`. - Checked `ROADMAP.md`; this is scoped inbox/operator triage work and does not duplicate a listed roadmap feature. - Greptile Review is green on the latest head and all four Greptile review threads are resolved. - GitHub PR checks are green on the latest head: policy, security/snyk, e2e, verify, Canary Dry Run, Greptile Review, and serialized server suites 1/4 through 4/4. ## Risks - Medium review surface because this touches the shared issue contract, server issue services, and the Inbox UI together. - Blocker-attention classification may need product tuning after operators use it on real blocked queues. - UI screenshots were not attached in this PR-opening pass; the branch includes `scripts/screenshot-blocked-inbox.mjs` and Storybook stories for visual capture. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-based coding agent with shell, git, GitHub CLI, GitHub connector, and Paperclip API tool use. Reasoning mode: medium. Context window: not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-13 16:41:36 -05:00
Dotta	b947a7d76c	[codex] Improve local plugin development workflow (#5821) ... ## Thinking Path > - Paperclip is the control plane for autonomous AI-agent companies. > - Plugins are the extension point for adding capabilities without expanding the core product surface. > - Local plugin development needed a tighter CLI-first loop so plugin authors can scaffold, run, install, inspect, and reload plugins without reaching into internal package paths. > - The server plugin install path also needed local-path handling that keeps plugin identity, dashboard routes, and development watchers coherent. > - This pull request adds the CLI scaffold/install workflow, fixes the server and SDK edge cases that blocked that loop, and updates the agent-facing plugin creation skill and docs. > - The benefit is that contributors can develop plugins from local folders with a documented, repeatable happy path. ## What Changed - Added `paperclipai plugin init` coverage and CLI wiring for local plugin scaffolding. - Improved local plugin install handling, plugin key route resolution, dashboard capability behavior, and dev watcher startup/reload behavior. - Fixed plugin SDK worker entrypoint validation for symlinked package layouts. - Added targeted tests for plugin init, server plugin authz/watcher behavior, SDK worker host validation, and the authoring smoke example. - Added a short local plugin development guide and refreshed the plugin authoring guide plus `paperclip-create-plugin` skill instructions. ## Verification - `pnpm run preflight:workspace-links && pnpm --filter @paperclipai/plugin-sdk build && pnpm --filter @paperclipai/create-paperclip-plugin typecheck && pnpm --filter paperclipai typecheck && pnpm --filter @paperclipai/plugin-sdk typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm exec vitest run --project paperclipai cli/src/__tests__/plugin-init.test.ts` - `pnpm exec vitest run --project @paperclipai/plugin-sdk packages/plugins/sdk/tests/worker-rpc-host.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/plugin-dev-watcher.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/plugin-routes-authz.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm --dir packages/plugins/examples/plugin-authoring-smoke-example test` - Confirmed `pnpm-lock.yaml` is not included in the PR diff. ## Risks - Medium risk: this touches plugin install routing, CLI command behavior, and the local development watcher. - Local path plugin installs execute trusted local code by design; the new docs call out that trust boundary. - 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 Codex, GPT-5 coding agent, tool-enabled local shell and git workflow, medium reasoning effort. Context window details were not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 UI screenshots: not applicable; this PR changes CLI/server/plugin docs and tests, not board UI rendering. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-12 17:38:24 -05:00
Dotta	0808b388ee	[codex] Add source-scoped recovery actions (#5599) ... ## Thinking Path > - Paperclip is a control plane for autonomous AI companies, where work must end with a clear disposition rather than ambiguous agent liveness. > - Recovery currently detects stalled or missing-next-step issues, but source issue recovery can become split across child recovery issues, blockers, and comments. > - That makes it harder for operators and agents to see who owns recovery and what exact action is needed on the original issue. > - Source-scoped recovery actions give the original issue a first-class active recovery state with owner, evidence, wake policy, and resolution outcome. > - This pull request adds the recovery-action data model, backend reconciliation and resolution APIs, and board UI indicators/actions. > - The benefit is clearer stalled-work recovery without losing source issue context or relying on comments as the liveness path. ## What Changed - Added the `issue_recovery_actions` schema, shared types/constants/validators, and an idempotent `0084_issue_recovery_actions` migration ordered after current `master` migrations. - Updated stranded/missing-disposition recovery to create source-scoped recovery actions, wake the recovery owner on the source issue, and avoid locking the source issue for recovery-action wakes. - Added API support for reading active recovery actions on issue detail/list surfaces and resolving them with restored, blocked, cancelled, or false-positive outcomes. - Require blocked recovery resolutions to have an unresolved first-class blocker, and removed the UI shortcut that could mark recovery blocked without a blocker selection path. - Surfaced recovery indicators/actions in the issue UI, blocker notices, active run panels, issue rows, and Storybook coverage. - Updated docs and focused tests for recovery semantics, ownership, races, stale comments, and UI behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/IssueBlockedNotice.test.tsx ui/src/api/issues.test.ts` — 5 files, 72 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/db typecheck` — passed, including migration numbering check. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - Follow-up verification after blocker-resolution guard: `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/api/issues.test.ts` — 3 files, 27 tests passed. - Follow-up `pnpm --filter @paperclipai/server typecheck` — passed. - Follow-up `pnpm --filter @paperclipai/ui typecheck` — passed. - UI states are available in `ui/storybook/stories/source-issue-recovery.stories.tsx`; screenshot capture helper is `scripts/screenshot-recovery-card.cjs`. ## Risks - Medium: recovery behavior changes from child recovery issue ownership toward source-scoped actions, so operators may see stalled-work state in new places. - Migration risk is mitigated by using the next migration slot after `master` and making the table/constraints/index creation idempotent for anyone who previously applied the old branch-local `0082_dizzy_master_mold` migration. - Existing child recovery issue paths are still guarded for already-created recovery issues, but new source-scoped flows should be watched in CI and Greptile review. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool use enabled for shell, Git, GitHub, and local test execution. Context window not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-12 09:37:15 -05:00
Dotta	778e775c35	Add secrets provider vaults and remote import (#5429) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies and needs secrets handling to work across local development, hosted operators, and governed agent execution. > - The affected subsystem is the company-scoped secrets control plane: database schema, server services/routes, CLI workflows, and the Secrets settings UI. > - The gap was that secrets were local-only and operators could not manage provider vaults or import existing remote references without exposing plaintext. > - This branch adds provider vault configuration plus an AWS Secrets Manager remote-import path while preserving company boundaries, binding context, and audit trails. > - I kept the PR to a single branch PR, removed unrelated lockfile/package drift, rebased the full branch onto the current `public-gh/master`, and addressed fresh Greptile findings. > - The benefit is a reviewable implementation of provider-backed secrets with focused tests covering provider selection, import conflicts, deleted secret reuse, rotation guards, and AWS signing behavior. ## What Changed - Added provider vault support for company secrets, including provider config storage, default vault handling, health checks, binding usage, access events, and remote import preview/commit. - Added an AWS Secrets Manager provider using SigV4 request signing, bounded request timeouts, namespace guardrails, cached runtime credential resolution, and external-reference linking without plaintext reads. - Added Secrets UI surfaces for vault management and remote import, plus CLI/API documentation for setup and operations. - Stabilized routine webhook secret binding paths and SSH environment-driver fixture bindings discovered during verification. - Addressed Greptile and CI findings: no lockfile/package drift, monotonic migration metadata, disabled-vault default races, soft-deleted secret hiding/recreate behavior, remove behavior with disabled vaults, soft-deleted external-reference re-import, non-active rotation guards, managed-secret soft deletion through PATCH, and per-call AWS SDK credential client churn. - Rebased this branch onto `public-gh/master` at `0e1a5828` and force-pushed with lease to keep this as the single PR for the branch. ## Verification - `git fetch public-gh master` - `git rebase public-gh/master` - `git diff --name-only public-gh/master...HEAD | grep '^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR diff. - Confirmed migration ordering: master ends at `0081_optimal_dormammu`; this PR adds `0082_dry_vision` and `0083_company_secret_provider_configs`. - Inspected migrations for repeat safety: new tables/indexes use `IF NOT EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column additions use `ADD COLUMN IF NOT EXISTS`. - `pnpm -r typecheck` passed before the Greptile follow-up commits. - `pnpm test:run` ran the full stable Vitest path before the Greptile follow-up commits; it completed with 3 timing-related failures under parallel load: `codex-local-execute.test.ts`, `cursor-local-execute.test.ts`, and `environment-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/codex-local-execute.test.ts src/__tests__/cursor-local-execute.test.ts src/__tests__/environment-service.test.ts` passed on targeted rerun (`24/24`). - `pnpm build` passed before the Greptile follow-up commits. Vite reported existing chunk-size/dynamic-import warnings. - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts src/__tests__/secrets-service.test.ts` passed (`39/39`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server typecheck` passed. - Captured Storybook screenshots from `ui/storybook-static` for visual review. - Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites 1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review` pass; aggregate `verify` is still registering the completed child checks. - Greptile review loop continued through the latest requested pass; all Greptile review threads are resolved and the latest `Greptile Review` check on `5ca3a5cf` passed with 0 comments added. ## Screenshots Before: the provider-vault and remote-import surfaces did not exist on `master`; these are after-state screenshots from the Storybook fixtures.    ## Risks - Migration risk: this adds new secret provider tables and extends existing secret rows. The migrations were checked for monotonic ordering and idempotent guards, but reviewers should still inspect upgrade behavior carefully. - Provider risk: AWS support uses direct SigV4 requests. Automated tests cover signing, request timeouts, vault-config selection, namespace guardrails, pending-version archival, sanitized provider errors, and service-level cleanup paths. A real-vault AWS smoke test remains deployment validation for an operator with AWS credentials rather than an unverified merge blocker in this local branch. - UI risk: the Secrets page and import dialog are large new surfaces; screenshots are included above for reviewer inspection. - Verification risk: the full local stable test command hit parallel-load timing failures, although the exact failed files passed when rerun directly. - Operational risk: remote import intentionally avoids plaintext reads; operators must understand that imported external references resolve at runtime and may fail if AWS permissions change. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent with local shell/tool use in the Paperclip worktree. Exact context-window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-05-09 18:22:17 -05:00
Dotta	e400315cbf	Guard assigned backlog liveness (#5428) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The issue graph and liveness recovery system decide whether assigned work is executable or parked > - Assigned issues created without an explicit status could silently land in backlog, making parents look blocked with no productive wake path > - The server, shared validators, recovery analysis, and UI all need to agree on that execution semantic > - This pull request makes assigned issue creation default to `todo`, flags assigned backlog blockers, and surfaces the state in the board > - The benefit is that parked assigned work becomes intentional and visible instead of creating silent liveness stalls ## What Changed - Adds contract tests for assigned issue creation defaults. - Defaults assigned issue creation to `todo` when status is omitted while preserving explicit `backlog` parking. - Exposes `resolveCreateIssueStatusDefault` through shared validators. - Teaches liveness/blocker attention paths to distinguish assigned backlog blockers. - Adds UI notices, row/header badges, and issue detail safeguards for assigned backlog blockers. - Adds Storybook fixtures and execution-semantics documentation for the assigned-backlog behavior. ## Verification - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-assigned-backlog-contract-routes.test.ts server/src/__tests__/issue-blocker-attention.test.ts server/src/__tests__/issue-liveness.test.ts server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts ui/src/components/IssueAssignedBacklogNotice.test.tsx ui/src/components/IssueRow.test.tsx` — 50 passed, 23 skipped. - Skipped tests were embedded Postgres suites on this host with the repo skip message: `Postgres init script exited with code null. Please check the logs for extra info. The data directory might already exist.` - Pairwise merge check against the issue-controls PR branch completed without conflicts via `git merge --no-commit --no-ff` in a temporary worktree. - Screenshots for assigned-backlog UI states: [light](docs/pr-screenshots/pr-5428/assigned-backlog-light.png), [dark](docs/pr-screenshots/pr-5428/assigned-backlog-dark.png). - Follow-up checks: `pnpm --filter /ui typecheck`; `pnpm --filter /mcp-server build`; `pnpm --filter /mcp-server test`; `pnpm exec vitest run packages/shared/src/validators/issue.test.ts`; focused UI component tests. - Remote PR checks on head `6300b3c`: policy, verify, serialized server shards 1/4-4/4, Canary Dry Run, e2e, Greptile Review, and Snyk all passed. ## Risks - Medium: changes status defaulting for assigned issue creation when the caller omits status. Explicit `backlog` remains supported, and server/shared tests cover both paths. - Medium: liveness classification changes can affect blocker attention labels; focused service and UI tests cover the new assigned-backlog state. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent, GPT-5 model family (`gpt-5`), tool-enabled Paperclip heartbeat environment. Context window and internal reasoning mode are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-07 12:25:26 -05:00
Dotta	772fc92619	Add issue controls and retry-now recovery (#5426) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Issue operators need clear controls for execution settings, model overrides, and recovery retries > - Existing issue properties hid useful adapter override state and did not expose a board-triggered retry for scheduled heartbeat recovery > - Scheduled retries also need to respect the same safety gates as normal execution instead of bypassing budget, review, pause, dependency, or terminal-state checks > - This pull request adds the issue property controls and retry-now surfaces together because they share the issue details/properties UI > - The benefit is that operators can inspect and adjust issue execution settings and safely trigger pending scheduled recovery without hidden control-plane behavior ## What Changed - Adds editable issue assignee model override controls in `IssueProperties`, with focused coverage. - Removes the stale workspace tasks link from issue properties. - Adds a scheduled retry `retry-now` backend path and shared response types. - Adds main-pane and properties-pane scheduled retry UI, backed by a shared `useRetryNowMutation` hook. - Adds suppression coverage for budget hard stops, review participant changes, subtree pause holds, unresolved blockers, terminal issues, and company scoping. - Updates the `IssueProperties` test harness with toast actions required by the retry-now hook. ## Verification - `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx ui/src/components/IssueScheduledRetryCard.test.tsx` — 31 passed. - `pnpm exec vitest run server/src/__tests__/issue-scheduled-retry-routes.test.ts` — exited 0, but this host skipped the embedded Postgres route tests with: `Postgres init script exited with code null. Please check the logs for extra info. The data directory might already exist.` - Pairwise merge check against the assigned-backlog PR branch completed without conflicts via `git merge --no-commit --no-ff` in a temporary worktree. ### Visual verification screenshots Storybook story: `Product/Issue Scheduled retry surfaces / ScheduledRetrySurfaces`.   ## Risks - Medium: this touches issue execution/retry behavior, so CI should run the embedded Postgres route tests on a host that can initialize Postgres. - Low-to-medium UI risk around duplicated retry-now entry points; both surfaces share one mutation hook to keep behavior consistent. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent, GPT-5 model family (`gpt-5`), tool-enabled Paperclip heartbeat environment. Context window and internal reasoning mode are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-07 12:23:13 -05:00
Dotta	d0e9cc76f2	Show workspace changes and stale notices in issue threads (#5356) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The issue thread is the operator's durable audit trail for what changed and why > - Workspace changes and stale disposition notices need to be visible in that same timeline without noisy or misleading rendering > - The local branch already contained backend activity details, timeline conversion, and UI rendering work for those events > - This pull request isolates the issue-thread activity work into a standalone branch against `origin/master` > - The benefit is a focused audit-trail PR that can merge independently of the sidebar/operator UI polish branch ## What Changed - Adds readable workspace-change activity details to issue update activity events. - Surfaces workspace-change events in issue chat/timeline rendering. - Makes the existing issue comment migration idempotent. - Folds and renders stale disposition notices inline so they match activity-log styling and spacing. - Adds focused route, timeline, and issue-thread system notice coverage. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/issue-activity-events-routes.test.ts ui/src/lib/issue-timeline-events.test.ts ui/src/components/IssueChatThreadSystemNotice.test.tsx` — 3 files passed, 22 tests passed. - Confirmed the PR changes 9 files and does not include `pnpm-lock.yaml` or `.github/workflows/*`. - `pnpm exec vitest run server/src/__tests__/issue-closed-workspace-routes.test.ts` — 1 file passed, 4 tests passed. - `pnpm exec vitest run server/src/__tests__/issue-activity-events-routes.test.ts ui/src/lib/issue-timeline-events.test.ts ui/src/components/IssueChatThreadSystemNotice.test.tsx server/src/services/recovery/successful-run-handoff.test.ts packages/shared/src/validators/issue.test.ts` — 5 files passed, 54 tests passed. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck`. - `pnpm --filter @paperclipai/ui typecheck` after adding the Storybook screenshot fixture. - Captured Storybook screenshots for the new UI rendering paths: - Collapsed stale notice + workspace-change row: `docs/pr-screenshots/pr-5356/issue-thread-notices-collapsed.png` - Expanded stale notice details: `docs/pr-screenshots/pr-5356/issue-thread-notices-expanded.png` ### Screenshots Collapsed stale notice with workspace-change row:  Expanded stale notice details:  ## Risks - Moderate risk: this touches issue activity serialization and issue-thread rendering, both of which are central operator surfaces. - Migration risk is low: the only migration change makes an existing migration idempotent. - No new migrations are introduced, so there is no cross-PR migration ordering requirement. > 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, shell/tool-use enabled, used to split the existing branch, verify the isolated PR branch, and create this PR. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 09:00:54 -05:00
Dotta	68f69975a4	Harden control-plane safety and issue identifiers (#5292) ... ## Thinking Path > - Paperclip relies on issue identifiers, execution policies, and agent heartbeat rules to keep autonomous work auditable. > - Safety checks need to reject ambiguous agent handoffs, and identifier parsing needs to support Cloud tenant prefixes. > - Agent instructions also need to make final-disposition rules explicit so work does not stall in vague states. > - This pull request isolates backend correctness and governance hardening from the UI and recovery-system-notice branches. > - The benefit is safer in-review transitions, better identifier compatibility, and clearer agent operating contracts. ## What Changed - Fixed run-aware confirmation ordering and interrupted-run state cleanup. - Added Cloud tenant identity bootstrap and alphanumeric issue identifier support across shared parsing and server routes. - Guarded agent-authored `in_review` updates unless a real review path exists. - Tightened heartbeat disposition instructions in adapter utilities/default AGENTS/Paperclip skill. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run packages/shared/src/issue-references.test.ts server/src/__tests__/issue-identifier-routes.test.ts server/src/__tests__/issue-execution-policy-routes.test.ts packages/adapter-utils/src/server-utils.test.ts` initially had the first execution-policy test hit Vitest's 5s timeout under the parallel bundle while the rest passed. - `pnpm exec vitest run server/src/__tests__/issue-execution-policy-routes.test.ts --testTimeout=20000` passed with 10/10 tests. - Follow-up: `pnpm run typecheck:build-gaps` passed. - Follow-up: `pnpm --filter @paperclipai/ui typecheck` passed. - Follow-up: `pnpm vitest run server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/company-portability.test.ts server/src/__tests__/costs-service.test.ts` passed. - Follow-up: `pnpm vitest run ui/src/context/LiveUpdatesProvider.test.ts ui/src/lib/issue-chat-messages.test.ts ui/src/lib/issue-reference.test.ts ui/src/lib/issue-timeline-events.test.ts` passed. ## Risks - Medium control-plane risk: in-review update validation changes agent behavior. The error message is explicit and tests cover allowed review paths. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with shell/git/GitHub CLI 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 07:49:47 -05:00
Dotta	a1b30c9f35	Add planning mode for issue work (#5353) ... ## Thinking Path > - Paperclip is a control plane for autonomous AI companies. > - Issues are the core unit of work, and issue comments are how board users and agents coordinate execution. > - Some issue conversations need to produce plans and approvals instead of immediate implementation work. > - The existing issue contract did not distinguish standard execution comments from planning-oriented issue work. > - This pull request adds an issue work-mode contract and board UI affordances for standard vs planning mode. > - The benefit is that planning-mode issues can be created, displayed, discussed, and carried through agent heartbeat context without losing the normal issue workflow. ## What Changed - Added `standard` / `planning` issue work-mode contracts across DB, shared validators/types, server issue flows, plugin protocol, and adapter heartbeat payloads. - Added an idempotent `0081_optimal_dormammu` migration for `issues.work_mode`, ordered after current `public-gh/master` migrations. - Updated heartbeat/context summaries and issue-thread interaction behavior so planning work mode is preserved when creating suggested follow-up issues. - Added UI support for planning-mode issue creation, issue rows, detail composer styling, and composer work-mode toggles. - Added focused server/shared/UI tests plus a Playwright visual verification spec for planning-mode surfaces. - Rebased the branch onto current `public-gh/master` and added durable planning-mode screenshots under `doc/assets/pap-3368/`. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/issue.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-context-summary.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issues-goal-context-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/ui ui/src/components/IssueChatThread.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/components/IssueRow.test.tsx ui/src/pages/IssueDetail.test.tsx` - `pnpm exec vitest run --project @paperclipai/adapter-utils packages/adapter-utils/src/server-utils.test.ts` - `PAPERCLIP_E2E_SKIP_LLM=true npx playwright test --config tests/e2e/playwright.config.ts tests/e2e/planning-mode-visual-verification.spec.ts` ## Screenshots Desktop planning detail:  Desktop planning row:  Desktop staged standard toggle:  Mobile planning detail:  Mobile planning row:  ## Risks - Medium migration risk: this adds a non-null issue column. The migration uses `ADD COLUMN IF NOT EXISTS` so installations that applied an older branch-local migration number can still apply the final numbered migration safely. - Medium contract risk: issue payloads, plugin payloads, and adapter heartbeat payloads now include work mode; compatibility is handled by defaulting missing values to `standard`. - UI risk is moderate because composer controls changed; focused component tests and visual e2e coverage exercise standard vs planning display and toggle behavior. > 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 local Paperclip worktree, with shell/tool use. Exact context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 07:01:28 -05:00
Dotta	320fd5d23b	Add full company search page (#5293) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators need to find work, documents, agents, projects, comments, and activity across a company without jumping through separate surfaces. > - The existing Command-K flow was useful for fast navigation but not enough for deeper company-wide discovery. > - Search also needs company-scoped backend contracts, query cost controls, and indexed document matching so it stays safe as company data grows. > - This pull request adds a full company search API and a dedicated board search page that Command-K can hand off to. > - The benefit is a single searchable control-plane surface with richer result context, recents, highlights, and test coverage across server and UI behavior. ## What Changed - Added a company-scoped search endpoint/service with query validation, rate limiting, text matching, fuzzy title matching, and result typing shared through `@paperclipai/shared`. - Added idempotent search migrations for document search indexes and fuzzy matching support. - Added the full `/companies/:companyKey/search` UI, search result row components, highlighted snippets, recent searches, and sidebar/Command-K handoff. - Added Storybook coverage for search surfaces and Vitest coverage for server search behavior, rate limiting, route generation, Command-K behavior, and the search page. - Addressed Greptile findings by renaming the no-match SQL helper, applying search pagination after cross-type merge sorting, and lazy-initializing the default search service so unrelated route-test mocks do not need to know about it. - Merged current `public-gh/master` and renumbered the search migrations behind upstream `0078_white_darwin`: search indexes are now `0079_company_search_document_indexes` and fuzzy matching is `0080_company_search_fuzzystrmatch`. ## Verification - `git fetch public-gh master` - `git diff --check public-gh/master...HEAD` - `git diff --name-only public-gh/master...HEAD | rg '^pnpm-lock\.yaml$' || true` produced no output before opening the PR. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts ui/src/pages/Search.test.tsx ui/src/components/CommandPalette.test.tsx ui/src/lib/company-routes.test.ts` passed: 5 files, 25 tests. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` passed. - `pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed after Greptile pagination fixes. - `pnpm exec vitest run server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts server/src/__tests__/company-search-service.test.ts && pnpm --filter @paperclipai/server typecheck` passed after the CI mock fix. - After resolving the migration conflict with current `public-gh/master`: `pnpm --filter @paperclipai/db typecheck && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed. - DB migration numbering check passed as part of `@paperclipai/db` typecheck. - UI states are covered by the added Storybook stories in `ui/storybook/stories/search.stories.tsx`. - GitHub reports the PR merge state as `CLEAN` on head `18e54fa8`. - GitHub PR checks are green on head `18e54fa8`: policy, verify, serialized server shards 1/4 through 4/4, e2e, canary dry run, Snyk, and Greptile Review. ## Risks - Search ranking and snippets are new user-facing behavior, so reviewers should check whether result ordering feels right on real company data. - Search touches broad company data, so company scoping and query cost/rate-limit behavior should be reviewed carefully. - The migrations add search indexes/extensions; they are idempotent with `IF NOT EXISTS` for users who may have applied an earlier branch migration number. > ROADMAP.md checked. This PR adds a focused board search surface and does not duplicate an open roadmap item. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled shell/git/GitHub CLI session with medium reasoning effort. Existing branch commits were produced across prior agent sessions; this packaging pass verified, opened the PR, addressed Greptile findings, resolved migration conflicts after upstream PRs landed, and got PR checks green. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>	2026-05-06 06:32:37 -05:00
Dotta	424e81d087	Improve operator workflow QoL (#5291) ... ## Thinking Path > - Paperclip is a control plane operators use repeatedly to supervise agent companies. > - Common operator workflows depend on fast scanning of inboxes, issue sidebars, workspaces, cost totals, and runtime services. > - Several small UI and service gaps made those workflows slower or less clear. > - This pull request groups the operator-facing QoL changes that can stand alone from recovery and adapter work. > - The benefit is a denser, clearer board experience for issue triage and workspace operation. ## What Changed - Added inbox assignee/project grouping and issue list token/runtime totals. - Improved issue properties with removable blocker chips and workspace task links. - Improved execution workspace layout, runtime controls, issues tab default, and stopped-port reuse behavior. - Added mobile markdown/routine dialog fixes, page title company names, sidebar polish, and dashboard run task label cleanup. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run ui/src/lib/inbox.test.ts ui/src/components/IssueProperties.test.tsx ui/src/components/WorkspaceRuntimeControls.test.tsx server/src/__tests__/workspace-runtime.test.ts server/src/__tests__/costs-service.test.ts` ## Risks - Medium UI risk because this touches several operator surfaces. The branch is intentionally grouped around workflow/QoL files and keeps the file count below the Greptile limit. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with shell/git/GitHub CLI 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 06:30:44 -05:00
Dotta	454edfe81e	Add recovery handoff system notices (#5289) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Agent runs can end productively while the source issue still lacks a durable final disposition. > - That leaves the control plane unsure whether to resume, escalate, or close the work. > - Issue comments also need a presentation contract so system-authored recovery notices can render as first-class thread messages without overloading normal comments. > - This pull request adds successful-run handoff recovery, comment presentation metadata, and system notice rendering. > - The benefit is stricter task liveness with clearer operator-facing recovery state. ## What Changed - Added successful-run handoff decisions, wake payloads, escalation behavior, and recovery tests. - Added issue comment presentation metadata with migration `0078_white_darwin.sql` and shared/server/company portability support. - Rendered recovery/system notices in issue chat with dedicated UI components, fixtures, tests, and storybook/lab coverage. - Included the current recovery model-profile hint patch so automatic recovery follow-ups use the cheap profile. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/services/recovery/successful-run-handoff.test.ts ui/src/components/SystemNotice.test.tsx ui/src/lib/system-notice-comment.test.ts ui/src/components/IssueChatThreadSystemNotice.test.tsx` ## Risks - Migration-bearing PR: merge this before any other branch that might later add a migration. - The branch touches both recovery services and issue-thread rendering, so review should pay attention to recovery wake idempotency and comment metadata compatibility. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with shell/git/GitHub CLI 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 06:05:58 -05:00
Devin Foley	83e7ecc58e	Preserve scope on manual heartbeat invokes (#5323) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The agent live-run route lets operators trigger a manual heartbeat invocation so an agent can pick up a specific issue or step out of band > - The current route flow drops the caller's scope (issue/run context) when forwarding the manual invoke into the heartbeat service, so the resulting run loses the targeting the operator specified > - This pull request threads the operator-supplied scope through the manual invoke path on both the server route and the UI client, with a regression test that confirms the scope round-trips > - The benefit is manual heartbeat invokes from the live-run UI actually pick up the scoped issue/run instead of falling through to the agent's default routine ## What Changed - `server/src/routes/agents.ts`: forward the operator-supplied scope into the manual invoke heartbeat service call - `server/src/__tests__/agent-live-run-routes.test.ts`: new test verifying the manual invoke path preserves scope - `ui/src/api/agents.ts`: pass scope through the live-run client API ## Verification - `pnpm vitest run --no-coverage server/src/__tests__/agent-live-run-routes.test.ts` - `pnpm typecheck` clean ## Risks Low. The change is purely additive on the route surface — handlers that did not previously pass scope continue to work; handlers that did pass it now have it preserved instead of dropped. ## Model Used Claude Opus 4.7 (1M context) ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable — new test covers the preserved-scope path - [x] If this change affects the UI, I have included before/after screenshots — N/A (internal API change, no visible UI shift) - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-05 19:30:08 -07:00
Dotta	d6d7a7cea6	Add routine revision history and restore flow (#5285) ... ## Thinking Path > - Paperclip is the control plane for autonomous AI companies. > - Routines are the scheduled/recurring work surface that keeps a company operating without manual kicks. > - Operators need routine edits to be auditable and recoverable, especially when routines control assignments, prompts, triggers, and webhook secrets. > - Documents already have revision-style safety, but routines did not have equivalent history or restore semantics. > - This pull request adds append-only routine revisions across the database, shared contracts, server routes, and board UI. > - The benefit is safer routine iteration: users can inspect history, compare changes, restore older definitions, and avoid overwriting newer edits. ## What Changed - Added `routine_revisions` storage, latest revision pointers on routines, shared types, validators, and API docs for routine revision history. - Added server service/route support for listing routine revisions, conflict-aware routine saves, and append-only restore operations. - Added a History tab on routine detail with revision preview, structured change summaries, description line diffs, dirty-edit blocking, restore confirmation, and restored webhook secret surfacing. - Extracted the line diff helper from `DocumentDiffModal` into `ui/src/lib/line-diff.ts` for reuse. - Rebased the branch onto current `public-gh/master` and renumbered the routine revision migration to `0077_unusual_karnak` after upstream `0076_useful_elektra`. - Made the `0077` routine revision migration idempotent so installs that already applied the branch-local `0076_unusual_karnak` can safely advance. - Updated the plugin SDK test harness routine fixture with the new revision fields required by the shared `Routine` contract. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` passed. - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/routine.test.ts` passed. - `pnpm exec vitest run --project @paperclipai/ui ui/src/lib/line-diff.test.ts ui/src/components/RoutineHistoryTab.test.tsx ui/src/lib/workspace-routines.test.ts ui/src/pages/Routines.test.tsx` passed. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/routines-service.test.ts --pool=forks --poolOptions.forks.isolate=true` passed. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/routines-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` passed. - `pnpm --filter @paperclipai/plugin-sdk typecheck` passed after updating the SDK test harness fixture. - `pnpm --filter @paperclipai/plugin-sdk build` passed; this refreshed local generated SDK output needed by plugin example typechecks. - `pnpm -r typecheck` passed. ## Risks - Medium migration risk: this adds routine revision storage and backfills existing routines. The migration is ordered after upstream `0076` and uses `IF NOT EXISTS` / duplicate-object guards to tolerate earlier branch-local migration application. - Restore behavior intentionally appends a new revision instead of mutating history; callers expecting an in-place rollback need to follow the new latest revision pointer. - Restoring webhook triggers recreates webhook secret material, so users must copy newly surfaced secrets after restore. - Conflict-aware saves now reject stale routine edits when the client sends an older `baseRevisionId`. > 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 in a local git worktree. Exact context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run 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 Screenshots: not attached in this draft PR; the new UI flow is covered by component tests listed above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-05 11:54:52 -05:00
Devin Foley	5c2f9aba9d	Run explicit-environment adapter tests on the requested target instead of falling back to the host (#5277) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - When a user clicks "Test" on a configured environment (SSH or sandbox), the agent-test route exercises the adapter against that target > - The route previously fell back to running the probe on the Paperclip host whenever an explicit environment target couldn't be resolved, with the test report still saying "passed" > - That hid two real failure modes: misconfigured environments looked green, and sandbox environments were never actually exercised > - This pull request acquires an ad-hoc lease and realizes a workspace for sandbox/plugin test environments, resolves a sandbox execution target wired to the environment runtime, and returns synthesized diagnostics instead of running a host probe when an explicit env target can't be resolved > - The benefit is the Test action surfaces the real environment state and never silently exercises the wrong machine ## What Changed - `server/routes/agents.ts`: acquire an ad-hoc lease and realize a workspace for sandbox/plugin test environments; resolve a sandbox execution target wired to the environment runtime - Return synthesized diagnostics (no host fallback) when an explicit env target can't be resolved - `server/services/environment-runtime.ts`: small adjustments to support the explicit-env-target case - Clarify test-route messages so they no longer claim a host fallback in explicit env flows - New `agent-test-environment-routes.test.ts` covers the guard and missing-environment path ## Verification - `pnpm vitest run --no-coverage server/src/__tests__/agent-test-environment-routes.test.ts` - `pnpm typecheck` clean - Manual: a deliberately misconfigured sandbox environment now reports diagnostics instead of a misleading host-pass ## Risks Medium — Test route behavior change. Explicit environments that previously appeared to pass via host fallback will now report their real state. This is the desired behavior, but operators should expect to see new failures for environments that were never actually working. ## Model Used Claude Opus 4.7 (1M context) ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable — new tests cover guard + missing-env paths - [x] If this change affects the UI, I have included before/after screenshots — N/A (no UI) - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-05 08:00:32 -07:00
Dotta	3c73ed26b5	Expand plugin host surface (#5205) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The plugin system is the extension boundary for optional product capabilities > - Rich plugins need more than a worker entrypoint: they need scoped database storage, local project folders, managed agents/routines, host navigation, and reusable UI components > - The LLM Wiki work exposed those missing host surfaces while keeping plugin code outside the core control plane > - This pull request expands the core plugin host, SDK, server APIs, and UI bridge so plugins can declare and use those surfaces > - The benefit is that future plugins can integrate with Paperclip through documented, validated contracts instead of bespoke server or UI imports ## What Changed - Added plugin-managed database namespaces and migration tracking, including Drizzle schema/migration files and SQL validation for namespace isolation. - Added server support for plugin local folders, managed agents, managed routines, scoped plugin APIs, and plugin operation visibility. - Expanded shared plugin manifest/types/validators and SDK host/testing/UI exports for richer plugin surfaces. - Added reusable UI pieces for file trees, managed routines, resizable sidebars, route sidebars, and plugin bridge initialization. - Updated plugin docs and example plugins to use the expanded host and SDK surface. ## Verification - `pnpm install --frozen-lockfile` - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/validators/plugin.test.ts server/src/__tests__/plugin-database.test.ts server/src/__tests__/plugin-local-folders.test.ts server/src/__tests__/plugin-managed-agents.test.ts server/src/__tests__/plugin-managed-routines.test.ts server/src/__tests__/plugin-orchestration-apis.test.ts ui/src/api/plugins.test.ts ui/src/components/FileTree.test.tsx ui/src/components/ResizableSidebarPane.test.tsx ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts` passed: 11 files, 67 tests. - Confirmed this PR changes 89 files and does not include `pnpm-lock.yaml` or `.github/workflows/*`. ## Risks - Medium: this expands plugin host contracts across db/shared/server/ui and includes a new core migration (`0076_useful_elektra.sql`). - The plugin database namespace validator is intentionally restrictive; plugin authors may need follow-up affordances for SQL patterns that remain blocked. - Merge this before the LLM Wiki plugin PR so the plugin can resolve the new SDK and host APIs. > 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/git/GitHub workflow. Context window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-05 07:42:57 -05:00
Dotta	d6bee62f02	Fix Cloud tenant issue identifier routes (#5196) ... ## Summary - Allow Cloud tenant issue identifiers with alphanumeric prefixes, such as `PC1897-1`, to normalize as issue references. - Resolve those identifiers through issue detail/update routes, active run/live run polling, activity, costs, and `issueService.getById`. - Keep UI issue-link parsing aligned so tenant links normalize back to `/issues/<IDENTIFIER>`. ## Root Cause Cloud tenant issue prefixes include digits from the stack-id hash. The app-side route normalization still accepted only all-letter prefixes, so `/api/issues/PC1897-1` skipped identifier lookup and fell through as a non-UUID id. ## Verification - `pnpm exec vitest run packages/shared/src/issue-references.test.ts ui/src/lib/issue-reference.test.ts server/src/__tests__/issue-identifier-routes.test.ts server/src/__tests__/activity-routes.test.ts server/src/__tests__/costs-service.test.ts server/src/__tests__/agent-live-run-routes.test.ts server/src/__tests__/issues-service.test.ts` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck` - `git diff --check` Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-04 13:20:58 -05:00
Devin Foley	bb7d040894	Switch OpenCode to explicit static/local-aware model selection (#5117) ... > **Stacked PR (part 4 of 7).** Depends on: - PR #5114 - PR #5115 - PR #5116 > Diff against `master` includes commits from earlier PRs in the stack — the new commit in this PR is the topmost one. ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - When creating an OpenCode-local agent, Paperclip currently validates > `adapterConfig.model` against the *Paperclip host's* `opencode models` output > - SSH testing surfaced that this blocks creating an OpenCode agent for an SSH > environment: the model that exists on the SSH target isn't visible to the > host, so creation fails with "OpenCode requires `adapterConfig.model` in > provider/model format" even when the operator picked a real remote model > - The initial direction was environment-aware model discovery; the final > decision was to keep OpenCode on the same explicit-model pattern as other > adapters (default + curated list + manual override) and stop blocking > creation on host-side discovery > - This PR does both: the adapter-models endpoint now accepts `environmentId` and > probes against the target environment, and the create-time hard gate is > replaced by `requireOpenCodeModelId` which validates `provider/model` *format* > without requiring host-local discovery. Test/run-time still surfaces real > auth/availability problems > - The benefit is that operators can create OpenCode agents for remote > environments without out-of-band setup, and the model picker in the UI > reflects the actually-targeted environment ## What Changed - Added `requireOpenCodeModelId(input)` in `opencode-local/src/server/models.ts`, exported it from the adapter index - `ensureOpenCodeModelConfiguredAndAvailable` now delegates the format check to `requireOpenCodeModelId` - `agentsApi.adapterModels(companyId, adapterType, { environmentId })` now accepts an environment ID and passes it as a query parameter - `queryKeys.agents.adapterModels` now keys on `(companyId, adapterType, environmentId)` - `server/src/routes/agents.ts` reads and validates the new query parameter, forwarding it to the adapter's model probe - `AgentConfigForm.tsx` and `OnboardingWizard.tsx` build the model query key from the currently selected default environment ID and disable autodetect for `opencode_local` (model selection is explicit) - `NewAgent.tsx` simplified — no longer special-cases OpenCode autodetect - `company-portability.ts` no longer needs OpenCode-specific autodetect handling - Tests added/updated: `adapter-model-refresh-routes.test.ts`, `adapter-models.test.ts`, `agent-permissions-routes.test.ts`, `opencode-local/src/server/models.test.ts` ## Verification - `pnpm --filter @paperclipai/server test -- adapter-models adapter-model-refresh agent-permissions` - `pnpm --filter @paperclipai/adapter-opencode-local test` - `pnpm --filter @paperclipai/ui test -- AgentConfigForm OnboardingWizard NewAgent` - Manual QA in browser: 1. Boot Paperclip on Tailscale-bound port (so it's reachable from another machine), create an OpenCode-local agent, switch the default environment between two installed sandboxes, and confirm the model list refreshes per-environment 2. Submit with a malformed `provider/model` string and verify the new `requireOpenCodeModelId` error surfaces - Before/after screenshots attached for `AgentConfigForm` model picker ## Risks - Behavioural shift: switching default environment now triggers a model refetch. Should be cheap but introduces a new UI loading state for OpenCode users. - Removing dynamic autodetect for OpenCode: if any user configured an agent without specifying `model` and relied on autodetect populating it, that agent will now fail at submit time. Mitigation: validation error is explicit and actionable. - New query string parameter on `/api/companies/:id/adapter-models` — older clients that omit it still work (parameter is optional and defaults to null). ## Model Used - OpenAI GPT-5.4 (reasoning effort: high) via Codex CLI - Provider: OpenAI - Used to author the code changes in this PR ## 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 - [ ] I have updated relevant documentation to reflect my changes — N/A - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-03 13:01:34 -07:00
Dotta	57229d0f24	[codex] Add issue monitor liveness controls (#4988) ... ## Thinking Path > - Paperclip is a control plane for autonomous AI companies where work must stay observable, governable, and recoverable. > - The task/heartbeat subsystem owns agent execution continuity, issue state transitions, and visible recovery behavior. > - Waiting on an external service is not the same as being blocked when the assignee still owns a future check. > - The gap was that agents had no first-class one-shot monitor state for external-service waits, so recovery could look stalled or require ad hoc comments. > - This pull request adds bounded issue monitors that can wake the owner, clear exhausted waits, and produce explicit recovery behavior. > - It also surfaces monitor status in the board UI and documents when to use monitors versus `blocked`. > - The benefit is clearer liveness semantics for asynchronous waits without weakening single-assignee task ownership. ## What Changed - Added issue monitor fields, shared types, validators, constants, and an idempotent `0075` migration for scheduled monitor state. - Added server-side monitor scheduling, dispatch, recovery bounds, activity logging, and external-ref redaction. - Added board/agent route coverage for monitor permissions and child monitor scheduling. - Added issue detail/property UI for monitor state, a monitor activity card, and Storybook stories for review surfaces. - Documented monitor semantics and recovery policy behavior in `doc/execution-semantics.md`. - Addressed Greptile review feedback by preserving monitor state in skipped-stage builders and making board monitor saves send `scheduledBy: "board"`. ## Verification - `pnpm install --frozen-lockfile` - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/issue-execution-policy-routes.test.ts server/src/__tests__/issue-execution-policy.test.ts server/src/__tests__/issue-monitor-scheduler.test.ts server/src/__tests__/recovery-classifiers.test.ts ui/src/components/IssueMonitorActivityCard.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/lib/activity-format.test.ts` - First run passed 5 files and failed to collect 2 server suites because the worktree was missing the optional `acpx/runtime` dependency. - After `pnpm install --frozen-lockfile`, reran the 2 failed suites successfully. - `pnpm exec vitest run server/src/__tests__/issue-monitor-scheduler.test.ts server/src/__tests__/recovery-classifiers.test.ts` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run server/src/__tests__/issue-execution-policy.test.ts ui/src/components/IssueProperties.test.tsx` - `pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run ui/src/components/IssueMonitorActivityCard.test.tsx ui/src/components/IssueProperties.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - Storybook screenshot captured from `http://127.0.0.1:6006/iframe.html?viewMode=story&id=product-issue-monitor-surfaces--monitor-surfaces` with Playwright. ## Screenshots  ## Risks - Medium: this changes heartbeat recovery behavior for scheduled external-service waits, so regressions could affect wake timing or recovery issue creation. - Migration risk is reduced by using `IF NOT EXISTS` for the new issue monitor columns and index. - External monitor references are treated as secret-adjacent and are intentionally omitted from visible activity/wake payloads. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent with repository tool use and terminal execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots or Storybook review surfaces - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-03 08:58:53 -05:00
Dotta	2d72292ad6	[codex] Add workspace routine run tab (#4958) ... ## Thinking Path > - Paperclip orchestrates AI agents through reusable execution workspaces and routines > - Operators need a fast way to run workspace-aware routines against a specific execution workspace > - The existing workspace detail surface showed configuration, runtime logs, and linked issues, but not routines that depend on workspace variables > - Routine runs also needed to prefill the selected execution workspace so branch variables resolve correctly > - This pull request adds a workspace routines tab and prefilled routine-run dialog support > - The benefit is a tighter workflow for rerunning reviews, smoke checks, and other workspace-specific routines ## What Changed - Added an execution workspace `Routines` tab and company-prefixed routes. - Listed routines that declare or reference workspace-specific variables. - Added `Run now` support that preselects the current execution workspace in `RoutineRunVariablesDialog`. - Centralized reusable execution workspace ordering/deduplication for issue creation and workspace cards. - Added focused UI helper and dialog regression tests. ## Verification - `pnpm exec vitest run ui/src/lib/reusable-execution-workspaces.test.ts ui/src/lib/workspace-routines.test.ts ui/src/components/RoutineRunVariablesDialog.test.tsx ui/src/lib/company-routes.test.ts` - Screenshots were not captured in this PR split; the visible flow is covered by focused component/helper tests and should get browser QA in the follow-up issue. ## Risks - Medium risk: this adds a new workspace detail tab and routine-run path. It is isolated to workspace-scoped routines and uses existing routine run APIs. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool use and local command execution. Exact context window was not exposed in the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-01 11:58:15 -05:00
Dotta	3cd26a78fc	[codex] Surface live run comment context (#4957) ... ## Thinking Path > - Paperclip orchestrates AI agents through issue comments and heartbeat runs > - The board UI needs to distinguish a comment that triggered a live run from comments queued after that run started > - The run payload already stores comment context, but active-run API responses did not expose the ids the UI needs > - Without those ids, the triggering comment can flash as queued while the agent is already responding to it > - This pull request exposes live-run comment context and teaches the optimistic comment helper to ignore the trigger comment > - The benefit is clearer issue-chat state during comment-triggered agent interruptions ## What Changed - Added `contextCommentId` and `contextWakeCommentId` to active/live run payloads. - Threaded those ids through server routes, heartbeat summaries, UI API types, and issue detail rendering. - Updated optimistic comment classification to avoid marking the triggering comment as queued. - Added server and UI regression coverage. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-live-run-routes.test.ts ui/src/lib/optimistic-issue-comments.test.ts` ## Risks - Low-to-medium risk: adds optional fields to existing run payloads. Existing consumers should ignore unknown fields, and UI handling is null-safe. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool use and local command execution. Exact context window was not exposed in the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-01 10:44:11 -05:00
Dotta	e273d621fc	[PAP-3154] Stop padding /live-runs by default (#4963) ... ## Summary - Fix [PAP-3154](/PAP/issues/PAP-3154): the Sidebar's "Dashboard NN live" badge showed a constant 50 in every company because `GET /api/companies/:companyId/live-runs` was padding its response with up to 50 recent (non-live) heartbeat runs whenever the caller did not pass `minCount`. - Regression introduced by [#4875](https://github.com/paperclipai/paperclip/pull/4875) (commit `6445bef9`), which capped both `minCount` and `limit` at 50 with a fallback of 50 for omitted values. The cap is correct for `limit` (real unboundedness guard); for `minCount` it conflates "no padding" with "pad to the cap". - Default `minCount` to 0 so callers asking for "live runs" only get actually-live runs unless they explicitly request padding (`ActiveAgentsPanel` is the only caller that does). Keep `limit` capped at 50 by default. ## Test plan - [x] `pnpm exec vitest run server/src/__tests__/agent-live-run-routes.test.ts` — 7/7 pass, including new tests for the no-pad default and explicit padding. - [x] `pnpm exec vitest run ui/src/components/Sidebar.test.tsx ui/src/components/ActiveAgentsPanel.test.tsx ui/src/api/heartbeats.test.ts` — 6/6 pass. - [ ] Verify in dev: with ~8 truly-live runs in a company, the sidebar Dashboard badge shows the real count (not 50). 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-01 10:33:13 -05:00
Dotta	4272c1604d	Add ACPX local adapter runtime (#4893) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through a control plane that can start, supervise, and recover agent runs. > - Local adapters are the bridge between Paperclip issues and concrete agent runtimes such as Claude, Codex, and other ACP-compatible tools. > - The roadmap calls out broader “bring your own agent” and claw-style agent support, and ACPX gives Paperclip one path to normalize multiple ACP agents behind a single adapter. > - The branch needed to become one reviewable PR against current `paperclipai/paperclip:master`, without carrying stale base conflicts or generated lockfile churn. > - This pull request adds an experimental built-in `acpx_local` adapter, integrates it through the server/CLI/UI adapter surfaces, and adds regression coverage for runtime execution, skill sync, stream parsing, diagnostics, and log redaction. > - The benefit is that Paperclip can run Claude/Codex/custom ACP agents through ACPX while keeping operator configuration, skills, logging, and transcript rendering inside the existing adapter model. ## What Changed - Added `@paperclipai/adapter-acpx-local` with server execution, config schema, ACPX session handling, CLI formatting, UI config helpers, and stdout parsing. - Registered `acpx_local` across CLI, server, shared constants, UI adapter metadata, adapter capabilities, and agent creation/editing surfaces. - Added ACPX runtime execution support with persistent sessions, local-agent JWT environment handling, skill snapshots, runtime skill materialization, and isolation/security regressions. - Added ACPX adapter diagnostics and marked the adapter experimental in the UI. - Added command/env secret redaction for resolved command metadata in adapter-utils, server event storage, and the Agent Detail invocation UI. - Added Storybook coverage for ACPX config, transcript rendering, and skill states, plus PR screenshots under `docs/pr-screenshots/pap-2944/`. - Rebased the branch onto current `public-gh/master`; `pnpm-lock.yaml` is intentionally not included and there are no migration/schema changes. ## Verification - `pnpm exec vitest run packages/adapters/acpx-local/src/server/execute.test.ts packages/adapters/acpx-local/src/server/test.test.ts packages/adapters/acpx-local/src/cli/format-event.test.ts packages/adapters/acpx-local/src/ui/parse-stdout.test.ts packages/adapter-utils/src/server-utils.test.ts server/src/__tests__/redaction.test.ts server/src/__tests__/acpx-local-execute.test.ts server/src/__tests__/acpx-local-skill-sync.test.ts server/src/__tests__/acpx-local-adapter-environment.test.ts server/src/__tests__/adapter-routes.test.ts server/src/__tests__/agent-skills-routes.test.ts ui/src/adapters/metadata.test.ts` — 12 files, 87 tests passed. - `pnpm --filter @paperclipai/adapter-acpx-local typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - Confirmed PR diff does not include `pnpm-lock.yaml`, database schema files, or migrations. Screenshots:    ## Risks - Medium risk: this introduces a new built-in adapter package and touches runtime execution, adapter registration, agent config, skills, and transcript rendering. - ACPX and ACP agent behavior can vary by installed tool versions; the adapter is marked experimental to set operator expectations. - `pnpm-lock.yaml` is excluded per repository PR policy, so dependency lock refresh must be handled by the repo’s automation or maintainers. - No database migration risk: no schema or migration files changed. > 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 tool use, shell execution, git operations, and local verification. Exact hosted context window was 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-30 19:57:05 -05:00
Dotta	ad5432fece	[codex] Harden issue recovery reliability (#4875) ... ## Thinking Path > - Paperclip is the control plane for autonomous agent companies, so non-terminal issue state must always have a clear live, waiting, or recovery owner. > - This change stays inside the server reliability and liveness subsystem for assigned issue recovery, blocker attention, and live-run polling. > - Closed PR #4860 mixed this reliability work with separate mutation-boundary policy changes, which made review and merge risk too broad. > - [PAP-2981](/PAP/issues/PAP-2981) asked for a replacement PR containing only the remaining reliability slice and explicitly excluding user-assignment and execution-policy restrictions. > - Follow-up review also split `advanced` run-liveness continuation behavior out of this PR so it can be reviewed separately. > - The implementation hardens repeated recovery escalation, expands blocker-attention coverage for explicit waiting and recovery paths, and caps company live-run polling defaults. > - The benefit is a smaller reliability PR that improves liveness behavior without changing agent/user mutation authorization boundaries or `advanced` continuation semantics. ## What Changed - Avoid repeated liveness escalation updates when the source issue is already blocked by the same open escalation. - Treat open liveness escalation recovery issues, their source issues, and their leaf blockers as covered waiting paths in blocker attention. - Cap default company live-run polling at 50 rows for both `minCount` and `limit`, including explicit zero values, to avoid unbounded responses. - Preserve the existing behavior where succeeded `advanced` runs are considered productive/healthy for stranded-work recovery and are not actionable bounded run-liveness continuations. - Added focused server coverage for recovery dedupe, blocker attention, liveness escalation, run continuations, and live-run polling. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts server/src/__tests__/issue-blocker-attention.test.ts server/src/__tests__/run-continuations.test.ts server/src/__tests__/agent-live-run-routes.test.ts` - Result: 5 files passed, 63 tests passed. - `pnpm --filter @paperclipai/server typecheck` - Result: passed. - No UI changes; screenshots are not applicable. ## Risks - Recovery and blocker-attention classification changes can affect which blocked chains are shown as covered versus needing attention. - Live-run polling now treats omitted, invalid, or non-positive `limit` / `minCount` values as the capped default of 50. - `advanced` run-liveness continuation behavior is intentionally excluded from this PR and split for separate review. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5, code execution and GitHub CLI tool use, medium reasoning effort. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-30 16:44:28 -05:00
Dotta	a3de1d764d	Add cheap model profiles for local adapters (#4881) ... ## Thinking Path > - Paperclip is a control plane for autonomous AI companies, where adapters are the boundary between the board, agents, and execution runtimes. > - Local adapters currently expose a primary runtime configuration, but operators often need a cheaper model lane for routine or low-risk work. > - That cheap lane has to stay adapter-owned: runtime profile settings should not mutate the primary adapter config or bypass existing auth/secret mediation. > - Issue creation also needs an ergonomic way to request primary, cheap, or custom model behavior for a selected assignee. > - This pull request adds a first-class `cheap` model profile contract across adapter capabilities, heartbeat config resolution, agent configuration, and issue creation. > - The benefit is cheaper task execution can be configured and requested explicitly while preserving adapter boundaries, secret handling, and audit visibility. ## What Changed - Added adapter model-profile capability metadata and a `cheap` profile contract for supported local adapters. - Applied `runtimeConfig.modelProfiles.cheap.adapterConfig` during heartbeat config resolution, including requested/applied/fallback run metadata. - Added agent configuration UI for cheap model profile settings without writing those settings into primary `adapterConfig`. - Added New Issue assignee model lane controls for Primary / Cheap / Custom and request payload handling. - Added run ledger profile badges and Storybook stories for the new cheap-lane UI states. - Added tests for validators, heartbeat model profile application, permission/secret mediation, UI payload helpers, and run ledger rendering. - Added committed UI verification screenshots under `docs/pr-screenshots/pap-2837/`. - Addressed Greptile review feedback around cheap-profile defaults, shared profile types, and fallback test data. ## Verification Local: - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/adapter-registry.test.ts server/src/__tests__/agent-permissions-routes.test.ts server/src/__tests__/heartbeat-model-profile.test.ts ui/src/components/IssueRunLedger.test.tsx ui/src/lib/agent-config-patch.test.ts ui/src/lib/issue-assignee-overrides.test.ts ui/src/lib/new-agent-runtime-config.test.ts` — passed, 8 files / 103 tests. - `pnpm exec vitest run ui/src/lib/new-agent-runtime-config.test.ts ui/src/components/IssueRunLedger.test.tsx` — passed after Greptile/rebase follow-up, 2 files / 17 tests. - `pnpm --filter @paperclipai/ui typecheck` — passed after Greptile/rebase follow-up. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — did not complete successfully in this local worktree: it stopped in pre-existing `@paperclipai/adapter-utils` sandbox/SSH fixture suites outside this PR diff. Failures were 5s local timeouts plus `git init -b` unsupported by this machine's Git 2.21.0. The branch-specific targeted suites above passed. - Branch was fetched/rebased onto `public-gh/master`; `git rev-list --left-right --count public-gh/master...HEAD` reports `0 9`. Remote PR checks on latest head `e30bf399146451c86cee98ed528d51d33fa5af5a`: - `policy` — passed. - `verify` — passed. - `e2e` — passed. - `Greptile Review` — passed, confidence score 5/5; Greptile review threads resolved. - `security/snyk (cryppadotta)` — passed. Screenshots: - [New issue cheap lane desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/newissue-cheap-desktop.png) - [New issue custom lane desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/newissue-custom-desktop.png) - [New issue unsupported adapter desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/newissue-unsupported-desktop.png) - [Run ledger model profile badges desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/runledger-profile-badges-desktop.png) - Mobile variants are also in `docs/pr-screenshots/pap-2837/`. ## Risks - Medium: heartbeat config mediation now merges runtime model profiles into adapter configs, so adapter secret normalization and host-command restrictions must keep covering nested config paths. - Medium: the UI adds another issue creation choice; unsupported adapters must keep hiding the cheap lane and preserve primary behavior. - Low migration risk: no database migration is 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 coding agent using GPT-5-class reasoning with repo tool use and command execution. Exact served model/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 - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>	2026-04-30 15:32:04 -05:00
Dotta	c4269bab59	Add workflow interaction cancellation and issue cost summaries (#4862) ... ## Thinking Path > - Paperclip coordinates work through issue-thread interactions, run history, and cost telemetry. > - Operators need workflow prompts to be cancellable and costs to be visible at the issue level. > - The earlier rollup mixed this workflow/cost work with database backups, reliability recovery, thread scaling, and settings polish. > - This pull request isolates the interaction and cost surfaces into a reviewable slice. > - The backend now supports cancelling pending question interactions and summarizing issue-tree costs. > - The UI component layer can render cancelled questions and interleave activity with run ledger rows. ## What Changed - Added `cancelled` as an issue-thread interaction status and result shape for question interactions. - Added the board-only `POST /issues/:id/interactions/:interactionId/cancel` route and service implementation. - Added issue-tree cost summary support in the cost service and `/issues/:id/cost-summary` API route. - Extended shared cost exports and UI API/query keys for issue cost summaries. - Updated `IssueThreadInteractionCard` and `IssueRunLedger` components for cancelled questions, issue cost surfaces, and activity/run interleaving. - Added focused server and component regression coverage. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/costs-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts ui/src/components/IssueRunLedger.test.tsx` - Result: 4 test files passed, 45 tests passed. - UI screenshots not included because this PR updates reusable components and API surfaces without wiring a new page-level layout. ## Risks - Adds a new interaction terminal status; clients that switch exhaustively on interaction status may need to handle `cancelled`. - Issue-tree cost summaries use recursive issue traversal and should be watched on unusually large issue trees. - Page-level issue detail wiring is intentionally left to the board QoL/issue-detail branch to keep this PR narrow. > 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, code execution and GitHub CLI tool use, medium reasoning effort. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-30 13:57:25 -05:00
Devin Foley	367d4cab72	Fix SSH callback URL selection for LAN and private networks (#4799) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Agents can run on remote hosts via SSH environments > - When a remote agent needs to call back to the Paperclip API, it needs a reachable URL > - But the runtime API URL candidate builder did not account for private network topologies where the server is only reachable via LAN or VPN addresses > - Agents on SSH hosts were failing to connect because the callback URL pointed to localhost or an unreachable address > - This PR fixes callback URL selection to honor `PAPERCLIP_API_URL`, prefer LAN-reachable candidates, filter unreachable link-local addresses, and include interface hosts in onboarding invite URLs > - The benefit is SSH-based agents can reliably reach the Paperclip API on private networks without manual URL configuration ## What Changed - `runtime-api.ts`: Added `PAPERCLIP_API_URL` as a first-priority candidate in `buildRuntimeApiCandidateUrls`; extracted `collectReachableInterfaceHosts` to enumerate non-loopback, non-link-local network interface IPs with IPv4 preference - `server/src/index.ts`: Export `PAPERCLIP_API_URL` from the server environment so it is available to callback candidate resolution - `server/src/routes/access.ts`: Include LAN interface hosts in onboarding invite connection candidates - `server/src/config.ts`: Attempted auto-allowing LAN interface hosts, then reverted to the per-instance allowlist approach (both commits included for history clarity) ## Verification - `pnpm test` — all existing and new tests pass, including new tests for LAN candidate ordering and link-local filtering - `pnpm typecheck` — clean - Manual: start a Paperclip server on a machine with a LAN IP, create an SSH environment pointing to another host on the same LAN, verify the agent's callback URL uses the LAN IP rather than localhost ## Risks - Low-medium. The candidate list now includes more addresses (all non-loopback LAN interfaces). These are candidates for the agent to try, not an allowlist — the server's allowed hostnames still gate which origins are accepted. Ordering change (LAN preferred over loopback) could affect existing setups where localhost was intentionally preferred. ## Model Used Codex GPT 5.4 high via Paperclip. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-04-29 15:56:17 -07:00
Devin Foley	9b99d30330	Add dedicated environment settings page and test-in-environment (#4798) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Agents run inside environments (local, SSH, E2B sandbox) > - Operators need to configure and manage these environments > - But environment settings were buried inside the general company settings page, making them hard to find > - Additionally, when testing an agent from the configuration form, the test always ran locally regardless of which environment was selected > - This PR moves environments into a dedicated top-level company settings section and wires the "Test Environment" button to run inside the selected environment > - The benefit is operators can find and manage environments more easily, and the test button now validates the actual environment the agent will use ## What Changed - Added a dedicated `CompanyEnvironments` settings page with its own route and sidebar entry - Updated `CompanySettingsSidebar` and `CompanySettingsNav` to include the new environments section - Modified the agent test route (`POST /agents/:id/test`) to accept an optional `environmentId` parameter - Updated all adapter `test.ts` handlers to resolve and use the specified execution target environment - Added `resolveTestExecutionTarget` to `execution-target.ts` for remote environment test resolution with cwd fallback - Moved the "Test Environment" button and its feedback display into the `NewAgent` page footer for better UX flow ## Verification - `pnpm test` — all existing and new tests pass - `pnpm typecheck` — clean - Manual: navigate to Company Settings, confirm "Environments" appears as a top-level section - Manual: configure an agent with a non-local environment, click "Test Environment", confirm the test runs inside that environment ## Risks - Low risk. UI-only routing change for the settings page. The test-in-environment change adds an optional parameter with a local fallback, so existing behavior is preserved when no environment is specified. ## Model Used Codex GPT 5.4 high via Paperclip. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-04-29 15:56:13 -07:00
Dotta	6b7f6ce4b8	[codex] Split PR #4692 UI/QoL updates (#4701) ... ## Thinking Path > - Paperclip orchestrates AI agents through a company-scoped control plane. > - The affected surface is the board UI for issue threads, issue lists, routines, dialogs, navigation, and issue review indicators. > - Closed PR #4692 bundled backend, schema, docs, workflow, and UI/QoL work into one oversized change set. > - Greptile could not keep reviewing that broad PR because it exceeded the 100-file review limit and mixed unrelated concerns. > - This pull request extracts the UI/QoL slice into a fresh branch under the review limit while leaving workflow and lockfile churn out. > - The benefit is a focused review path for the board UI performance and workflow improvements without reopening the oversized PR. ## What Changed - Added long issue-thread virtualization, scroll-container binding, anchor preservation, latest-comment jump targeting, and related regression/perf fixtures. - Improved issue list scalability with scroll-based loading, server offset parameters, and pagination-focused UI tests. - Reduced new issue dialog typing churn and split dialog action subscriptions so broad layout/nav surfaces avoid unnecessary renders. - Added routine variables help and routine description mention options for users, agents, and projects. - Added productivity review badge/link UI and fixed the badge to use Paperclip's company-prefixed router link. - Kept the split PR below Greptile's review limit and excluded `.github/workflows/pr.yml` and `pnpm-lock.yaml`. ## Verification - `pnpm install --no-frozen-lockfile` in the clean worktree to install `@tanstack/react-virtual` locally without committing lockfile churn. - `pnpm --filter @paperclipai/ui exec vitest run --config vitest.config.ts src/components/IssueChatThread.test.tsx src/components/IssuesList.test.tsx src/components/NewIssueDialog.test.tsx src/pages/Routines.test.tsx src/pages/Issues.test.tsx` passed: 5 files, 83 tests. - `pnpm --filter @paperclipai/ui typecheck` passed. - `git diff --check origin/master..HEAD` passed. - Split-scope checks: 53 changed files; no `.github/workflows/pr.yml`; no `pnpm-lock.yaml`. - Screenshots were not captured in this heartbeat; the changes are primarily virtualization, routing, pagination, and editor behavior covered by focused regression tests. ## Risks - Moderate UI risk because issue-thread virtualization changes scroll behavior on long conversations; regression tests cover anchor jumps, latest-comment targeting, row metadata, and short-thread fallback. - Moderate integration risk because the issue-list offset parameter and productivity review field depend on matching API behavior. - Dependency risk: the UI package adds `@tanstack/react-virtual` while repository policy keeps `pnpm-lock.yaml` out of PRs, so CI must resolve dependency changes through the repo's normal lockfile policy. > 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 local repository and GitHub workflow. Exact runtime context window was not exposed by the 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 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>	2026-04-28 17:18:58 -05:00
Dotta	1991ec9d6f	[codex] Split backend control-plane QoL slice (#4700) ... ## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so backend task ownership, recovery, review visibility, and company-scoped limits need to stay enforceable without UI-only coupling. > - Closed PR #4692 bundled those backend changes with UI workflow, docs, skills, workflow, and lockfile churn. > - PAP-2694 asks for a clean backend/control-plane slice from that closed branch. > - This branch starts from current `master` and mines only the `cli`, `packages/db`, `packages/shared`, and `server` contracts/tests needed for the backend behavior. > - It explicitly excludes UI workflow/performance work, `.github/workflows/pr.yml`, `pnpm-lock.yaml`, docs, skills, package-script, adapter UI build-config, and perf fixture script changes; the only UI files are fixture/test updates required by the tightened shared `Company` contract. > - The benefit is a smaller reviewable PR that preserves the control-plane fixes while staying under Greptile s 100-file review limit. ## What Changed - Added company-scoped attachment-size limits through DB schema/migrations, shared company portability contracts, CLI import/export coverage, and server attachment upload enforcement. - Added productivity review service/API behavior for no-comment streak, long-active, and high-churn review issues, including request-depth clamping and issue summary exposure. - Hardened issue ownership and recovery/control-plane paths: peer-agent mutation denial, issue tree pause/resume behavior, stranded recovery origins, and related activity/test coverage. - Preserved related backend contract updates for routine timestamp variables and managed agent instruction bundles because they live in shared/server contracts from the source branch. - Addressed Greptile feedback by making `Company.attachmentMaxBytes` non-optional, simplifying review request-depth clamping, fixing the migration final newline, and enforcing the process-level attachment cap as the final ceiling for uploads. - Added minimal company fixtures needed for repo-wide typecheck/build and kept the PR to 66 changed files with forbidden/non-slice paths excluded. ## Verification - `pnpm install --frozen-lockfile` - `git diff --check origin/master..HEAD` - `git diff --name-only origin/master..HEAD | wc -l` -> 66 files - `git diff --name-only origin/master..HEAD -- .github/workflows/pr.yml pnpm-lock.yaml package.json doc skills .agents scripts packages/adapters` -> no output - `pnpm exec vitest run --config vitest.config.ts packages/shared/src/validators/issue.test.ts packages/shared/src/routine-variables.test.ts packages/shared/src/adapter-types.test.ts cli/src/__tests__/company-import-export-e2e.test.ts cli/src/__tests__/company.test.ts server/src/__tests__/productivity-review-service.test.ts server/src/__tests__/issue-tree-control-service.test.ts server/src/__tests__/issue-tree-control-routes.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/issue-attachment-routes.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/issues-service.test.ts` -> 12 files, 147 tests passed - `pnpm exec vitest run --config vitest.config.ts cli/src/__tests__/company-delete.test.ts cli/src/__tests__/company-import-export-e2e.test.ts server/src/__tests__/productivity-review-service.test.ts` -> 3 files, 18 tests passed - `pnpm exec vitest run --config vitest.config.ts server/src/__tests__/issue-attachment-routes.test.ts` -> 1 file, 6 tests passed - `pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter paperclipai typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck && pnpm --filter @paperclipai/ui build` ## Risks - Includes migrations `0073_shiny_salo.sql` and `0074_striped_genesis.sql`; merge ordering matters if another PR adds migrations first. - This is intentionally backend-only apart from fixture/test updates forced by shared type correctness; UI affordances from PR #4692 are not present here and should land in separate UI slices. - The worktree install emitted plugin SDK bin-link warnings for unbuilt plugin packages, but the targeted tests and package typechecks completed successfully. > 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 terminal/GitHub workflow. Exact runtime context window was not exposed by the 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-28 16:46:45 -05:00