Commit graph

118 commits

Author SHA1 Message Date
Dotta
32a9165ddf
[codex] harden authenticated routes and issue editor reliability (#3741)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The control plane depends on authenticated routes enforcing company
boundaries and role permissions correctly
> - This branch also touches the issue detail and markdown editing flows
operators use while handling advisory and triage work
> - Partial issue cache seeds and fragile rich-editor parsing could
leave important issue content missing or blank at the moment an operator
needed it
> - Blocked issues becoming actionable again should wake their assignee
automatically instead of silently staying idle
> - This pull request rebases the advisory follow-up branch onto current
`master`, hardens authenticated route authorization, and carries the
issue-detail/editor reliability fixes forward with regression tests
> - The benefit is tighter authz on sensitive routes plus more reliable
issue/advisory editing and wakeup behavior on top of the latest base

## What Changed

- Hardened authenticated route authorization across agent, activity,
approval, access, project, plugin, health, execution-workspace,
portability, and related server paths, with new cross-tenant and
runtime-authz regression coverage.
- Switched issue detail queries from `initialData` to placeholder-based
hydration so list/quicklook seeds still refetch full issue bodies.
- Normalized advisory-style HTML images before mounting the markdown
editor and strengthened fallback behavior when the rich editor silently
fails or rejects the content.
- Woke assigned agents when blocked issues move back to `todo`, with
route coverage for reopen and unblock transitions.
- Rebasing note: this branch now sits cleanly on top of the latest
`master` tip used for the PR base.

## Verification

- `pnpm exec vitest run ui/src/lib/issueDetailQuery.test.tsx
ui/src/components/MarkdownEditor.test.tsx
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/activity-routes.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts`
- Confirmed `pnpm-lock.yaml` is not part of the PR diff.
- Rebased the branch onto current `public-gh/master` before publishing.

## Risks

- Broad authz tightening may expose existing flows that were relying on
permissive board or agent access and now need explicit grants.
- Markdown editor fallback changes could affect focus or rendering in
edge-case content that mixes HTML-like advisory markup with normal
markdown.
- This verification was intentionally scoped to touched regressions and
did not run the full repository suite.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in the Codex CLI environment
with tool use for terminal, git, and GitHub operations. The exact
runtime model identifier is not exposed inside this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, it is behavior-only and does not
need before/after screenshots
- [x] I have updated relevant documentation to reflect my changes, or no
documentation changes were needed for these internal fixes
- [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>
2026-04-15 08:41:15 -05:00
Dotta
7f893ac4ec
[codex] Harden execution reliability and heartbeat tooling (#3679)
## Thinking Path

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution enabled

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 13:34:52 -05:00
Dotta
e89076148a
[codex] Improve workspace runtime and navigation ergonomics (#3680)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - That operator experience depends not just on issue chat, but also on
how workspaces, inbox groups, and navigation state behave over
long-running sessions
> - The current branch included a separate cluster of workspace-runtime
controls, inbox grouping, sidebar ordering, and worktree lifecycle fixes
> - Those changes cross server, shared contracts, database state, and UI
navigation, but they still form one coherent operator workflow area
> - This pull request isolates the workspace/runtime and navigation
ergonomics work into one standalone branch
> - The benefit is better workspace recovery and navigation persistence
without forcing reviewers through the unrelated issue-detail/chat work

## What Changed

- Improved execution workspace and project workspace controls, request
wiring, layout, and JSON editor ergonomics
- Hardened linked worktree reuse/startup behavior and documented the
`worktree repair` flow for recovering linked worktrees safely
- Added inbox workspace grouping, mobile collapse, archive undo,
keyboard navigation, shared group-header styling, and persisted
collapsed-group behavior
- Added persistent sidebar order preferences with the supporting DB
migration, shared/server contracts, routes, services, hooks, and UI
integration
- Scoped issue-list preferences by context and added targeted UI/server
tests for workspace controls, inbox behavior, sidebar preferences, and
worktree validation

## Verification

- `pnpm vitest run
server/src/__tests__/sidebar-preferences-routes.test.ts
ui/src/pages/Inbox.test.tsx
ui/src/components/ProjectWorkspaceSummaryCard.test.tsx
ui/src/components/WorkspaceRuntimeControls.test.tsx
ui/src/api/workspace-runtime-control.test.ts`
- `server/src/__tests__/workspace-runtime.test.ts` was attempted, but
the embedded Postgres suite self-skipped/hung on this host after
reporting an init-script issue, so it is not counted as a local pass
here

## Risks

- Medium: this branch includes migration-backed preference storage plus
worktree/runtime behavior, so merge review should pay attention to state
persistence and worktree recovery semantics
- The sidebar preference migration is standalone, but it should still be
watched for conflicts if another migration lands first

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution enabled

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 12:57:11 -05:00
Dotta
b00d52c5b6
Merge pull request #3015 from aronprins/feature/backups-configuration
feat(backups): gzip compression and tiered retention with UI controls
2026-04-10 11:56:12 -05:00
dotta
5d021583be Add draft routine defaults and run-time overrides 2026-04-09 10:19:52 -05:00
Aron Prins
fcbae62baf feat(backups): tiered daily/weekly/monthly retention with UI controls
Replace single retentionDays with a three-tier BackupRetentionPolicy:
- Daily: keep all backups (presets: 3, 7, 14 days; default 7)
- Weekly: keep one per calendar week (presets: 1, 2, 4 weeks; default 4)
- Monthly: keep one per calendar month (presets: 1, 3, 6 months; default 1)

Pruning sorts backups newest-first and applies each tier's cutoff,
keeping only the newest entry per ISO week/month bucket. The Instance
Settings General page now shows three preset selectors (no icon, matches
existing page design). Remove Database icon import.
2026-04-08 14:40:05 +02:00
Aron Prins
cc44d309c0 feat(backups): gzip compress backups and add retention config to Instance Settings
Compress database backups with gzip (.sql.gz), reducing file size ~83%.
Add backup retention configuration to Instance Settings UI with preset
options (7 days, 2 weeks, 1 month). The backup scheduler now reads
retention from the database on each tick so changes take effect without
restart. Default retention changed from 30 to 7 days.
2026-04-08 14:40:05 +02:00
dotta
bce58d353d fix execution policy decision persistence 2026-04-07 17:43:10 -05:00
dotta
b3e0c31239 Add issue review policy and comment retry
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-07 17:43:10 -05:00
dotta
48704c6586 fix(export): strip project env values from company packages 2026-04-07 06:32:52 -05:00
dotta
8f23270f35 Add project-level environment variables
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-06 21:23:30 -05:00
dotta
dde4cc070e Add blocker relations and dependency wakeups
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-06 09:03:13 -05:00
HenkDz
14d59da316 feat(adapters): external adapter plugin system with dynamic UI parser
- Plugin loader: install/reload/remove/reinstall external adapters
  from npm packages or local directories
- Plugin store persisted at ~/.paperclip/adapter-plugins.json
- Self-healing UI parser resolution with version caching
- UI: Adapter Manager page, dynamic loader, display registry
  with humanized names for unknown adapter types
- Dev watch: exclude adapter-plugins dir from tsx watcher
  to prevent mid-request server restarts during reinstall
- All consumer fallbacks use getAdapterLabel() for consistent display
- AdapterTypeDropdown uses controlled open state for proper close behavior
- Remove hermes-local from built-in UI (externalized to plugin)
- Add docs for external adapters and UI parser contract
2026-04-03 21:11:20 +01:00
Dotta
ca8d35fd99
Merge pull request #2540 from paperclipai/pap-1078-inbox-operator-polish
feat(inbox): add operator search and keyboard controls
2026-04-02 13:02:33 -05:00
dotta
fd6cfc7149 fix(routines): address Greptile review findings
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 12:09:02 -05:00
dotta
3ab7d52f00 feat(inbox): add operator search and keyboard controls
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 11:45:15 -05:00
dotta
909e8cd4c8 feat(routines): add workspace-aware routine runs
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 11:38:57 -05:00
dotta
c0d0d03bce Add feedback voting and thumbs capture flow
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 09:11:49 -05:00
dotta
41f261eaf5 Merge public-gh/master into PAP-881-document-revisions-bulid-it 2026-03-31 07:31:17 -05:00
dotta
ec1210caaa Preserve workspaces for follow-up issues
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-30 14:10:36 -05:00
dotta
4d61dbfd34 Merge public-gh/master into pap-979-runtime-workspaces
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-30 08:35:30 -05:00
dotta
92ebad3d42 Address runtime workspace review feedback
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-30 06:48:45 -05:00
dotta
4226e15128 Add issue comment interrupt support
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:57:34 -05:00
dotta
ce4536d1fa Add agent Mine inbox API surface
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:57:34 -05:00
dotta
1f1fe9c989 Add workspace runtime controls
Expose project and execution workspace runtime defaults, control endpoints, startup recovery, and operator UI for start/stop/restart flows.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:26 -05:00
dotta
f1ad07616c Add execution workspace close readiness and UI
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:26 -05:00
dotta
c114ff4dc6 Improve execution workspace detail editing
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:21 -05:00
dotta
b0b9809732 Add issue document revision restore flow
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-26 08:24:57 -05:00
Dotta
eeb7e1a91a
Merge pull request #1655 from paperclipai/pr/pap-795-company-portability
feat(portability): improve company import and export flow
2026-03-23 19:45:05 -05:00
dotta
c8f8f6752f fix: address latest Greptile runtime review 2026-03-23 19:43:50 -05:00
dotta
159c5b4360 Preserve sidebar order in company portability
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:59 -05:00
dotta
2e76a2a554 Add routine support to recurring task portability
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:38 -05:00
dotta
37c2c4acc4 Add browser-based board CLI auth flow
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 08:46:05 -05:00
dotta
be911754c5 Default comment reopen to checked
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 17:01:52 -05:00
dotta
e3c92a20f1 Merge remote-tracking branch 'public-gh/master' into paperclip-routines
* public-gh/master: (46 commits)
  chore(lockfile): refresh pnpm-lock.yaml (#1377)
  fix: manage codex home per company by default
  Ensure agent home directories exist before use
  Handle directory entries in imported zip archives
  Fix portability import and org chart test blockers
  Fix PR verify failures after merge
  fix: address greptile follow-up feedback
  Address remaining Greptile portability feedback
  docs: clarify quickstart npx usage
  Add guarded dev restart handling
  Fix PAP-576 settings toggles and transcript default
  Add username log censor setting
  fix: use standard toggle component for permission controls
  fix: add missing setPrincipalPermission mock in portability tests
  fix: use fixed 1280x640 dimensions for org chart export image
  Adjust default CEO onboarding task copy
  fix: link Agent Company to agentcompanies.io in export README
  fix: strip agents and projects sections from COMPANY.md export body
  fix: default company export page to README.md instead of first file
  Add default agent instructions bundle
  ...

# Conflicts:
#	packages/adapters/pi-local/src/server/execute.ts
#	packages/db/src/migrations/meta/0039_snapshot.json
#	packages/db/src/migrations/meta/_journal.json
#	server/src/__tests__/agent-permissions-routes.test.ts
#	server/src/__tests__/agent-skills-routes.test.ts
#	server/src/services/company-portability.ts
#	skills/paperclip/references/company-skills.md
#	ui/src/api/agents.ts
2026-03-20 15:04:55 -05:00
dotta
5140d7b0c4 Merge remote-tracking branch 'public-gh/master' into paperclip-company-import-export
* public-gh/master:
  fix: address greptile follow-up feedback
  docs: clarify quickstart npx usage
  Add guarded dev restart handling
  Fix PAP-576 settings toggles and transcript default
  Add username log censor setting
  fix: use standard toggle component for permission controls

# Conflicts:
#	server/src/routes/agents.ts
#	ui/src/pages/AgentDetail.tsx
2026-03-20 13:28:05 -05:00
dotta
8fc399f511 Add guarded dev restart handling
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 08:50:00 -05:00
dotta
39878fcdfe Add username log censor setting
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 08:50:00 -05:00
dotta
2a33acce3a Remove api trigger kind and mark webhook as coming soon
Drop "api" from the trigger kind dropdown and disable the "webhook"
option with a "COMING SOON" label until it's ready.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 06:54:03 -05:00
dotta
d07d86f778 Merge public-gh/master into paperclip-company-import-export 2026-03-20 06:25:24 -05:00
dotta
5f2b1b63c2 Add explicit skill selection to company portability 2026-03-20 06:20:30 -05:00
dotta
f9d685344d Expose agent task assignment permissions
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 06:05:15 -05:00
dotta
9c5a31ed45 Allow CEO agents to update company branding (name, description, logo, color)
- Add updateCompanyBrandingSchema restricting agent-updatable fields to name,
  description, brandColor, and logoAssetId
- Update PATCH /api/companies/:companyId to allow CEO agents with branding-only
  fields while keeping admin fields (status, budget, etc.) board-only
- Allow agents to GET /api/companies/:companyId for reading company info
- issuePrefix (company slug) remains protected — not in any update schema
- Document branding APIs in SKILL.md quick reference and api-reference.md

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-20 06:05:14 -05:00
dotta
ca3fdb3957 Set sourceType to skills_sh for skills imported from skills.sh URLs
When skills are imported via skills.sh URLs or key-style imports
(org/repo/skill), the stored sourceType is now "skills_sh" with the
original skills.sh URL as sourceLocator, instead of "github" with the
resolved GitHub URL.

- Add "skills_sh" to CompanySkillSourceType and CompanySkillSourceBadge
- Track originalSkillsShUrl in parseSkillImportSourceInput
- Override sourceType/sourceLocator in importFromSource for skills.sh
- Handle skills_sh in key derivation, source info, update checks,
  file reads, portability export, and UI badge rendering

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-19 14:15:35 -05:00
dotta
8f5196f7d6 Add routines automation workflows
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-19 08:39:24 -05:00
dotta
b4e06c63e2 Refine codex runtime skills and portability assets 2026-03-19 07:15:36 -05:00
dotta
51ca713181 Add CEO-safe company portability flows
Expose CEO-scoped import/export preview and apply routes, keep safe imports non-destructive, add export preview-first UI behavior, and document the new portability workflows.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-18 21:54:10 -05:00
dotta
7b4a4f45ed Add CEO company branding endpoint
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-18 21:03:41 -05:00
dotta
cfc53bf96b Add unmanaged skill provenance to agent skills
Expose adapter-discovered user-installed skills with provenance metadata, share persistent skill snapshot classification across local adapters, and render unmanaged skills as a read-only section in the agent skills UI.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-18 14:21:50 -05:00
dotta
480174367d Add company skill assignment to agent create and hire flows
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-18 13:18:48 -05:00