## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies
> - Operators rely on issue, inbox, and routine views to understand what
the company is doing in real time
> - Those views need to stay fast and readable even when issue lists,
markdown comments, and run metadata get large
> - The current branch had a coherent set of UI and live-update
improvements spread across issue search, issue detail rendering, routine
affordances, and workspace lookups
> - This pull request groups those board-facing changes into one
standalone branch that can merge independently of the heartbeat/runtime
work
> - The benefit is a faster, clearer issue and routine workflow without
changing the underlying task model
## What Changed
- Show routine execution issues by default and rename the filter to
`Hide routine runs` so the default state no longer looks like an active
filter.
- Show the routine name in the run dialog and tighten the issue
properties pane with a workspace link, copy-on-click behavior, and an
inline parent arrow.
- Reduce issue detail rerenders, keep queued issue chat mounted, improve
issues page search responsiveness, and speed up issues first paint.
- Add inbox "other search results", refresh visible issue runs after
status updates, and optimize workspace lookups through summary-mode
execution workspace queries.
- Improve markdown wrapping and scrolling behavior for long strings and
self-comment code blocks.
- Relax the markdown sanitizer assertion so the test still validates
safety after the new wrap-friendly inline styles.
## Verification
- `pnpm vitest run ui/src/components/IssuesList.test.tsx
ui/src/lib/inbox.test.ts ui/src/pages/Issues.test.tsx
ui/src/context/BreadcrumbContext.test.tsx
ui/src/context/LiveUpdatesProvider.test.ts
ui/src/components/MarkdownBody.test.tsx
ui/src/api/execution-workspaces.test.ts
server/src/__tests__/execution-workspaces-routes.test.ts`
## Risks
- This touches several issue-facing UI surfaces at once, so regressions
would most likely show up as stale rendering, search result mismatches,
or small markdown presentation differences.
- The workspace lookup optimization depends on the summary-mode route
shape staying aligned between server and UI.
## Model Used
- OpenAI Codex, GPT-5-based coding agent in the Codex CLI environment.
Exact backend model deployment ID was not exposed in-session.
Tool-assisted editing and shell execution were used.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies
> - Local development needs to work cleanly across linked git worktrees
because Paperclip itself leans on worktree-based engineering workflows
> - Dev-mode asset routing, Vite watch behavior, and workspace package
links are part of that day-to-day control-plane ergonomics
> - The current branch had a small but coherent set of
worktree/dev-tooling fixes that are independent from both the issue UI
changes and the heartbeat runtime changes
> - This pull request isolates those environment fixes into a standalone
branch that can merge without carrying unrelated product work
> - The benefit is a smoother multi-worktree developer loop with fewer
stale links and less noisy dev watching
## What Changed
- Serve dev public assets before the HTML shell and add a routing test
that locks that behavior in.
- Ignore UI test files in the Vite dev watch helper so the dev server
does less unnecessary work.
- Update `ensure-workspace-package-links.ts` to relink stale workspace
dependencies whenever a workspace `node_modules` directory exists,
instead of only inside linked-worktree detection paths.
## Verification
- `pnpm vitest run server/src/__tests__/app-vite-dev-routing.test.ts
ui/src/lib/vite-watch.test.ts`
- `node cli/node_modules/tsx/dist/cli.mjs
scripts/ensure-workspace-package-links.ts`
## Risks
- The asset routing change is low risk but sits near app shell behavior,
so a regression would show up as broken static assets in dev mode.
- The workspace-link repair now runs in more cases, so the main risk is
doing unexpected relinks when a checkout has intentionally unusual
workspace symlink state.
## Model Used
- OpenAI Codex, GPT-5-based coding agent in the Codex CLI environment.
Exact backend model deployment ID was not exposed in-session.
Tool-assisted editing and shell execution were used.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
## 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>
## Thinking Path
> - Paperclip orchestrates AI agents via adapters (`claude_local`,
`codex_local`, etc.)
> - Each adapter type has different capabilities — instructions bundles,
skill materialization, local JWT — but these were gated by 5 hardcoded
type lists scattered across server routes and UI components
> - External adapter plugins (e.g. a future `opencode_k8s`) cannot add
themselves to those hardcoded lists without patching Paperclip source
> - The existing `supportsLocalAgentJwt` field on `ServerAdapterModule`
proves the right pattern already exists; it just wasn't applied to the
other capability gates
> - This pull request replaces the 4 remaining hardcoded lists with
declarative capability flags on `ServerAdapterModule`, exposed through
the adapter listing API
> - The benefit is that external adapter plugins can now declare their
own capabilities without any changes to Paperclip source code
## What Changed
- **`packages/adapter-utils/src/types.ts`** — added optional capability
fields to `ServerAdapterModule`: `supportsInstructionsBundle`,
`instructionsPathKey`, `requiresMaterializedRuntimeSkills`
- **`server/src/routes/agents.ts`** — replaced
`DEFAULT_MANAGED_INSTRUCTIONS_ADAPTER_TYPES` and
`ADAPTERS_REQUIRING_MATERIALIZED_RUNTIME_SKILLS` hardcoded sets with
capability-aware helper functions that fall back to the legacy sets for
adapters that don't set flags
- **`server/src/routes/adapters.ts`** — `GET /api/adapters` now includes
a `capabilities` object per adapter (all four flags + derived
`supportsSkills`)
- **`server/src/adapters/registry.ts`** — all built-in adapters
(`claude_local`, `codex_local`, `process`, `cursor`) now declare flags
explicitly
- **`ui/src/adapters/use-adapter-capabilities.ts`** — new hook that
fetches adapter capabilities from the API
- **`ui/src/pages/AgentDetail.tsx`** — replaced hardcoded `isLocal`
allowlist with `capabilities.supportsInstructionsBundle` from the API
- **`ui/src/components/AgentConfigForm.tsx`** /
**`OnboardingWizard.tsx`** — replaced `NONLOCAL_TYPES` denylist with
capability-based checks
- **`server/src/__tests__/adapter-registry.test.ts`** /
**`adapter-routes.test.ts`** — tests covering flag exposure,
undefined-when-unset, and per-adapter values
- **`docs/adapters/creating-an-adapter.md`** — new "Capability Flags"
section documenting all flags and an example for external plugin authors
## Verification
- Run `pnpm test --filter=@paperclip/server -- adapter-registry
adapter-routes` — all new tests pass
- Run `pnpm test --filter=@paperclip/adapter-utils` — existing tests
still pass
- Spin up dev server, open an agent with `claude_local` type —
instructions bundle tab still visible
- Create/open an agent with a non-local type — instructions bundle tab
still hidden
- Call `GET /api/adapters` and verify each adapter includes a
`capabilities` object with the correct flags
## Risks
- **Low risk overall** — all new flags are optional with
backwards-compatible fallbacks to the existing hardcoded sets; no
adapter behaviour changes unless a flag is explicitly set
- Adapters that do not declare flags continue to use the legacy lists,
so there is no regression risk for built-in adapters
- The UI capability hook adds one API call to AgentDetail mount; this is
a pre-existing endpoint, so no new latency path is introduced
## Model Used
- Provider: Anthropic
- Model: Claude Sonnet 4.6 (`claude-sonnet-4-6`)
- Context: 200k token context window
- Mode: Agentic tool use (code editing, bash, grep, file reads)
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Pawla Abdul (Bot) <pawla@groombook.dev>
Co-authored-by: Paperclip <noreply@paperclip.ing>
## 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>
## 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>
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies
> - A core part of that is the operator experience around reading issue
state, agent chat, and sub-task structure
> - The current branch had a long run of issue-detail and issue-list UX
fixes that all improve how humans follow and steer active work
> - Those changes mostly live in the UI/chat surface and should be
reviewed together instead of mixed with workspace/runtime work
> - This pull request packages the issue-detail, chat, markdown, and
sub-issue list improvements into one standalone change
> - The benefit is a cleaner, less jumpy, more reliable issue workflow
on desktop and mobile without coupling it to unrelated server/runtime
refactors
## What Changed
- Stabilized issue chat runtime wiring, optimistic comment handling,
queued-comment cancellation, and composer anchoring during live updates
- Fixed several issue-detail rendering and navigation regressions
including placeholder bleed, local polling scope, mobile inbox-to-issue
transitions, and visible refresh resets
- Improved markdown and rich-content handling with advisory image
normalization, editor fallback behavior, touch mention recovery, and
`issue:` quicklook links
- Refined sub-issue behavior with parent-derived defaults, current-user
inheritance fixes, empty-state cleanup, and a reusable issue-list
presentation for sub-issues
- Added targeted UI tests for the new issue-detail, chat scroll/message,
placeholder-data, markdown, and issue-list behaviors
## Verification
- `pnpm vitest run ui/src/components/IssueChatThread.test.tsx
ui/src/components/MarkdownEditor.test.tsx
ui/src/components/IssuesList.test.tsx
ui/src/context/LiveUpdatesProvider.test.tsx
ui/src/lib/issue-chat-messages.test.ts
ui/src/lib/issue-chat-scroll.test.ts
ui/src/lib/issue-detail-subissues.test.ts
ui/src/lib/query-placeholder-data.test.tsx
ui/src/hooks/usePaperclipIssueRuntime.test.tsx`
## Risks
- Medium: this branch touches the highest-traffic issue-detail UI paths,
so regressions would show up as chat/thread or sub-issue UX glitches
- The changes are UI-heavy and would benefit from reviewer screenshots
or a quick manual browser pass before merge
## 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)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies.
> - Board users and agents collaborate on issue-scoped documents such as
plans and revisions need to be trustworthy because they are the audit
trail for those artifacts.
> - The issue document UI now supports revision history and restore, so
the UI has to distinguish the current revision from historical revisions
correctly even while multiple queries are refreshing.
> - In `PAPA-72`, the newest content could appear under an older
revision label because the current document snapshot and the
revision-history query could temporarily disagree after an edit.
> - That made the UI treat the newest revision like a historical restore
target, which is the opposite of the intended behavior.
> - This pull request derives one authoritative revision view from both
sources, sorts revisions newest-first, and keeps the freshest revision
marked current.
> - The benefit is that revision history stays stable and trustworthy
immediately after edits instead of briefly presenting the newest content
as an older revision.
## What Changed
- Added a `document-revisions` helper that merges the current document
snapshot with fetched revision history into one normalized revision
state.
- Updated `IssueDocumentsSection` to render from that normalized state
instead of trusting either query in isolation.
- Added focused tests covering the current-revision selection and
ordering behavior.
## Verification
- `pnpm -r typecheck`
- `pnpm build`
- Targeted revision tests passed locally.
- Manual reviewer check:
- Open an issue document with revision history.
- Edit and save the document.
- Immediately open the revision selector.
- Confirm the newest revision remains marked current and older revisions
remain the restore targets.
## Risks
- Low risk. The change is isolated to issue document revision
presentation in the UI.
- Main risk is merging the current snapshot with fetched history
incorrectly for edge cases, which is why the helper has focused unit
coverage.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [ ] 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
Agent configuration edits already had an API path for replacing the full adapterConfig, but the edit form was still sending merge-style patches. That meant clearing the last environment variable serialized as undefined, the key disappeared from JSON, and the server merged the old env bindings back into the saved config.
Build adapter config save payloads as full replacement patches, strip undefined keys before send, and reuse the existing replaceAdapterConfig contract so explicit clears persist correctly. Add regression coverage for the cleared-env case and for adapter-type changes that still need to preserve adapter-agnostic fields.
Fixes#3179
