Commit graph

102 commits

Author SHA1 Message Date
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

![Issue monitor Storybook
surfaces](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2945-when-a-task-is-waiting-for-an-_external-service_-what-state-should-it-be-in-and-what-recovery-method-could-it-h/docs/pr-screenshots/pap-2945/monitor-surfaces.png)

## 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
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
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
Dotta
df425fde96
Present ordered sub-issues as a workflow checklist (#4523)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators use issue detail pages and child issue lists to understand
multi-step execution plans.
> - Ordered sub-issues currently read like a flat table, so dependency
chains and current next steps are harder to scan.
> - The branch work adds a workflow-oriented presentation for child
issues without changing the single-assignee task model.
> - This pull request makes ordered sub-issues read more like a progress
checklist while preserving normal issue list controls.
> - The benefit is that operators can see completed steps, active work,
blocked follow-ups, and dependency order at a glance.

## What Changed

- Added workflow sorting utilities and tests for dependency-aware child
issue ordering.
- Added sub-issue progress summary, checklist numbering, current-step
affordances, blocker context, and done-state de-emphasis in the issue
list UI.
- Wired issue detail sub-issue panels to use the workflow sort/progress
checklist presentation.
- Updated issue service behavior/tests for child issue ordering inputs
used by the UI.
- Added a Storybook visual review fixture and screenshot helper for the
sub-issue workflow checklist surface.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/issues-service.test.ts
ui/src/components/IssueRow.test.tsx
ui/src/components/IssuesList.test.tsx ui/src/pages/IssueDetail.test.tsx
ui/src/lib/issue-detail-subissues.test.ts
ui/src/lib/workflow-sort.test.ts`
- Result: 6 test files passed, 55 tests passed, 34 embedded Postgres
issue-service tests skipped because `@embedded-postgres/darwin-x64` is
unavailable on this host.
- Visual review: generated Storybook screenshots from the existing local
Storybook server on port 6006 with `node
scripts/screenshot-subissues.mjs /tmp/pap-2189-subissues-screens
http://localhost:6006`.
- Screenshot artifacts:
- Desktop dark: ![Desktop
dark](doc/assets/pap-2189/desktop-1440x900-dark.png)
- Desktop light: ![Desktop
light](doc/assets/pap-2189/desktop-1440x900-light.png)
- Mobile dark: ![Mobile
dark](doc/assets/pap-2189/mobile-390x844-dark.png)
- Mobile light: ![Mobile
light](doc/assets/pap-2189/mobile-390x844-light.png)
- Local Storybook note: starting a second Storybook process selected
port 6008 because 6006 was occupied, then Vite failed with an esbuild
host/binary version mismatch (`0.25.12` host vs `0.27.3` binary). The
already-running Storybook server on 6006 served the fixture successfully
for screenshots.

## Risks

- Medium UI risk: the issue list now has additional sub-issue-specific
visual states, so dense lists should be checked for spacing and
scanability.
- Low ordering risk: workflow sorting is covered by focused unit tests,
but unusual dependency topologies may still need reviewer attention.
- No migration risk: this PR does not add database migrations or touch
`pnpm-lock.yaml`.

> 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 is runtime-provided and not exposed in this
environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
2026-04-26 07:36:49 -05:00
Dotta
6916e30f8e
Cancel stale retries when issue ownership changes (#4445)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Issue execution is guarded by run locks and bounded retry scheduling
> - A failed run can schedule a retry, but the issue may be reassigned
before that retry becomes due
> - The old assignee's scheduled retry should not continue to hold or
reclaim execution for the issue
> - This pull request cancels stale scheduled retries when ownership
changes and cancels live work when an issue is explicitly cancelled
> - The benefit is cleaner issue handoff semantics and fewer stranded or
incorrect execution locks

## What Changed

- Cancel scheduled retry runs when their issue has been reassigned
before the retry is promoted.
- Clear stale issue execution locks and cancel the associated wakeup
request when a stale retry is cancelled.
- Avoid deferring a new assignee behind a previous assignee's scheduled
retry.
- Cancel an active run when an issue status is explicitly changed to
`cancelled`, while leaving `done` transitions alone.
- Added route and heartbeat regressions for reassignment and
cancellation behavior.

## Verification

- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts --pool=forks
--poolOptions.forks.isolate=true`
  - `issue-comment-reopen-routes.test.ts`: 28 passed.
- `heartbeat-retry-scheduling.test.ts`: skipped by the existing embedded
Postgres host guard (`Postgres init script exited with code null`).
- `pnpm --filter @paperclipai/server typecheck`

## Risks

- Medium risk because this changes heartbeat retry lifecycle behavior.
- The cancellation path is scoped to scheduled retries whose issue
assignee no longer matches the retrying agent, and logs a lifecycle
event for auditability.
- No migrations.

> 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 with
shell/GitHub/Paperclip API access. Context window was not reported 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>
2026-04-24 19:24:13 -05:00
Dotta
5a0c1979cf
[codex] Add runtime lifecycle recovery and live issue visibility (#4419) 2026-04-24 15:50:32 -05:00
Devin Foley
70679a3321
Add sandbox environment support (#4415)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The environment/runtime layer decides where agent work executes and
how the control plane reaches those runtimes.
> - Today Paperclip can run locally and over SSH, but sandboxed
execution needs a first-class environment model instead of one-off
adapter behavior.
> - We also want sandbox providers to be pluggable so the core does not
hardcode every provider implementation.
> - This branch adds the Sandbox environment path, the provider
contract, and a deterministic fake provider plugin.
> - That required synchronized changes across shared contracts, plugin
SDK surfaces, server runtime orchestration, and the UI
environment/workspace flows.
> - The result is that sandbox execution becomes a core control-plane
capability while keeping provider implementations extensible and
testable.

## What Changed

- Added sandbox runtime support to the environment execution path,
including runtime URL discovery, sandbox execution targeting,
orchestration, and heartbeat integration.
- Added plugin-provider support for sandbox environments so providers
can be supplied via plugins instead of hardcoded server logic.
- Added the fake sandbox provider plugin with deterministic behavior
suitable for local and automated testing.
- Updated shared types, validators, plugin protocol definitions, and SDK
helpers to carry sandbox provider and workspace-runtime contracts across
package boundaries.
- Updated server routes and services so companies can create sandbox
environments, select them for work, and execute work through the sandbox
runtime path.
- Updated the UI environment and workspace surfaces to expose sandbox
environment configuration and selection.
- Added test coverage for sandbox runtime behavior, provider seams,
environment route guards, orchestration, and the fake provider plugin.

## Verification

- Ran locally before the final fixture-only scrub:
  - `pnpm -r typecheck`
  - `pnpm test:run`
  - `pnpm build`
- Ran locally after the final scrub amend:
  - `pnpm vitest run server/src/__tests__/runtime-api.test.ts`
- Reviewer spot checks:
  - create a sandbox environment backed by the fake provider plugin
  - run work through that environment
- confirm sandbox provider execution does not inherit host secrets
implicitly

## Risks

- This touches shared contracts, plugin SDK plumbing, server runtime
orchestration, and UI environment/workspace flows, so regressions would
likely show up as cross-layer mismatches rather than isolated type
errors.
- Runtime URL discovery and sandbox callback selection are sensitive to
host/bind configuration; if that logic is wrong, sandbox-backed
callbacks may fail even when execution succeeds.
- The fake provider plugin is intentionally deterministic and
test-oriented; future providers may expose capability gaps that this
branch does not yet cover.

## Model Used

- OpenAI Codex coding agent on a GPT-5-class backend in the
Paperclip/Codex harness. Exact backend model ID is not exposed
in-session. Tool-assisted workflow with shell execution, file editing,
git history inspection, and local test 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
- [ ] 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
2026-04-24 12:15:53 -07:00
Dotta
7ad225a198
[codex] Improve issue thread review flow (#4381)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Issue detail is where operators coordinate review, approvals, and
follow-up work with active runs
> - That thread UI needs to surface blockers, descendants, review
handoffs, and reply ergonomics clearly enough for humans to guide agent
work
> - Several small gaps in the issue-thread flow were making review and
navigation clunkier than necessary
> - This pull request improves the reply composer, descendant/blocker
presentation, interaction folding, and review-request handoff plumbing
together as one cohesive issue-thread workflow slice
> - The benefit is a cleaner operator review loop without changing the
broader task model

## What Changed

- restored and refined the floating reply composer behavior in the issue
thread
- folded expired confirmation interactions and improved post-submit
thread scrolling behavior
- surfaced descendant issue context and inline blocker/paused-assignee
notices on the issue detail view
- tightened large-board first paint behavior in `IssuesList`
- added loose review-request handoffs through the issue
execution-policy/update path and covered them with tests

## Verification

- `pnpm vitest run ui/src/pages/IssueDetail.test.tsx`
- `pnpm vitest run server/src/__tests__/issues-service.test.ts
server/src/__tests__/issue-execution-policy.test.ts`
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/IssueChatThread.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/IssuesList.test.tsx ui/src/lib/issue-tree.test.ts
ui/src/api/issues.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/issue-comment-reopen-routes.test.ts -t "coerces
executor handoff patches into workflow-controlled review wakes|wakes the
return assignee with execution_changes_requested"`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/issue-execution-policy.test.ts
server/src/__tests__/issues-service.test.ts`

## Visual Evidence

- UI layout changes are covered by the focused issue-thread component
and issue-detail tests listed above. Browser screenshots were not
attachable from this automated greploop environment, so reviewers should
use the running preview for final visual confirmation.

## Risks

- Moderate UI-flow risk: these changes touch the issue detail experience
in multiple spots, so regressions would most likely show up as
thread-layout quirks or incorrect review-handoff 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-based coding agent with tool use and code execution
in the Codex CLI environment

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots or documented the visual verification path
- [ ] 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>
2026-04-24 08:02:45 -05:00
Devin Foley
e4995bbb1c
Add SSH environment support (#4358)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The environments subsystem already models execution environments,
but before this branch there was no end-to-end SSH-backed runtime path
for agents to actually run work against a remote box
> - That meant agents could be configured around environment concepts
without a reliable way to execute adapter sessions remotely, sync
workspace state, and preserve run context across supported adapters
> - We also need environment selection to participate in normal
Paperclip control-plane behavior: agent defaults, project/issue
selection, route validation, and environment probing
> - Because this capability is still experimental, the UI surface should
be easy to hide and easy to remove later without undoing the underlying
implementation
> - This pull request adds SSH environment execution support across the
runtime, adapters, routes, schema, and tests, then puts the visible
environment-management UI behind an experimental flag
> - The benefit is that we can validate real SSH-backed agent execution
now while keeping the user-facing controls safely gated until the
feature is ready to come out of experimentation

## What Changed

- Added SSH-backed execution target support in the shared adapter
runtime, including remote workspace preparation, skill/runtime asset
sync, remote session handling, and workspace restore behavior after
runs.
- Added SSH execution coverage for supported local adapters, plus remote
execution tests across Claude, Codex, Cursor, Gemini, OpenCode, and Pi.
- Added environment selection and environment-management backend support
needed for SSH execution, including route/service work, validation,
probing, and agent default environment persistence.
- Added CLI support for SSH environment lab verification and updated
related docs/tests.
- Added the `enableEnvironments` experimental flag and gated the
environment UI behind it on company settings, agent configuration, and
project configuration surfaces.

## Verification

- `pnpm exec vitest run
packages/adapters/claude-local/src/server/execute.remote.test.ts
packages/adapters/cursor-local/src/server/execute.remote.test.ts
packages/adapters/gemini-local/src/server/execute.remote.test.ts
packages/adapters/opencode-local/src/server/execute.remote.test.ts
packages/adapters/pi-local/src/server/execute.remote.test.ts`
- `pnpm exec vitest run server/src/__tests__/environment-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/instance-settings-routes.test.ts`
- `pnpm exec vitest run ui/src/lib/new-agent-hire-payload.test.ts
ui/src/lib/new-agent-runtime-config.test.ts`
- `pnpm -r typecheck`
- `pnpm build`
- Manual verification on a branch-local dev server:
  - enabled the experimental flag
  - created an SSH environment
  - created a Linux Claude agent using that environment
- confirmed a run executed on the Linux box and synced workspace changes
back

## Risks

- Medium: this touches runtime execution flow across multiple adapters,
so regressions would likely show up in remote session setup, workspace
sync, or environment selection precedence.
- The UI flag reduces exposure, but the underlying runtime and route
changes are still substantial and rely on migration correctness.
- The change set is broad across adapters, control-plane services,
migrations, and UI gating, so review should pay close attention to
environment-selection precedence and remote workspace lifecycle
behavior.

## Model Used

- OpenAI Codex via Paperclip's local Codex adapter, GPT-5-class coding
model with tool use and code execution in the local repo workspace. The
local adapter does not surface a more specific public model version
string in this branch workflow.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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
2026-04-23 19:15:22 -07:00
Dotta
b69b563aa8
[codex] Fix stale issue execution run locks (#4258)
## Thinking Path

> - Paperclip is a control plane for AI-agent companies, so issue
checkout and execution ownership are core safety contracts.
> - The affected subsystem is the issue service and route layer that
gates agent writes by `checkoutRunId` and `executionRunId`.
> - PAP-1982 exposed a stale-lock failure mode where a terminal
heartbeat run could leave `executionRunId` pinned after checkout
ownership had moved or been cleared.
> - That stale execution lock could reject legitimate
PATCH/comment/release requests from the rightful assignee after a
harness restart.
> - This pull request centralizes terminal-run cleanup, applies it
before ownership-gated writes, and adds a board-only recovery endpoint
for operator intervention.
> - The benefit is that crashed or terminal runs no longer strand issues
behind stale execution locks, while live execution locks still block
conflicting writes.

## What Changed

- Added `issueService.clearExecutionRunIfTerminal()` to atomically lock
the issue/run rows and clear terminal or missing execution-run locks.
- Reused stale execution-lock cleanup from checkout,
`assertCheckoutOwner()`, and `release()`.
- Allowed the same assigned agent/current run to adopt an unowned
`in_progress` checkout after stale execution-lock cleanup.
- Updated release to clear `executionRunId`, `executionAgentNameKey`,
and `executionLockedAt`.
- Added board-only `POST /api/issues/:id/admin/force-release` with
company access checks, optional `clearAssignee=true`, and
`issue.admin_force_release` audit logging.
- Added embedded Postgres service tests and route integration tests for
stale-lock recovery, release behavior, and admin force-release
authorization/audit behavior.
- Documented the new force-release API in `doc/SPEC-implementation.md`.

## Verification

- `pnpm vitest run server/src/__tests__/issues-service.test.ts
server/src/__tests__/issue-stale-execution-lock-routes.test.ts` passed.
- `pnpm vitest run
server/src/__tests__/issue-stale-execution-lock-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `git diff --check` passed.
- `pnpm lint` could not run because this repo has no `lint` command.
- Full `pnpm test:run` completed with 4 failures in existing route
suites: `approval-routes-idempotency.test.ts` (2),
`issue-comment-reopen-routes.test.ts` (1), and
`issue-telemetry-routes.test.ts` (1). Those same files pass when run
isolated and when run together with the new stale-lock route test, so
this appears to be a whole-suite ordering/mock-isolation issue outside
this patch path.

## Risks

- Medium: this changes ownership-gated write behavior. The new adoption
path is limited to the current run, the current assignee, `in_progress`
issues, and rows with no checkout owner after terminal-lock cleanup.
- Low: the admin force-release endpoint is board-only and
company-scoped, but misuse can intentionally clear a live lock. It
writes an audit event with prior lock IDs.
- No schema or migration changes.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent (`gpt-5`), agentic coding with
terminal/tool use and local test 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
- [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
2026-04-22 10:43:38 -05:00
Dotta
a957394420
[codex] Add structured issue-thread interactions (#4244)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators supervise that work through issues, comments, approvals,
and the board UI.
> - Some agent proposals need structured board/user decisions, not
hidden markdown conventions or heavyweight governed approvals.
> - Issue-thread interactions already provide a natural thread-native
surface for proposed tasks and questions.
> - This pull request extends that surface with request confirmations,
richer interaction cards, and agent/plugin/MCP helpers.
> - The benefit is that plan approvals and yes/no decisions become
explicit, auditable, and resumable without losing the single-issue
workflow.

## What Changed

- Added persisted issue-thread interactions for suggested tasks,
structured questions, and request confirmations.
- Added board UI cards for interaction review, selection, question
answers, and accept/reject confirmation flows.
- Added MCP and plugin SDK helpers for creating interaction cards from
agents/plugins.
- Updated agent wake instructions, onboarding assets, Paperclip skill
docs, and public docs to prefer structured confirmations for
issue-scoped decisions.
- Rebased the branch onto `public-gh/master` and renumbered branch
migrations to `0063` and `0064`; the idempotency migration uses `ADD
COLUMN IF NOT EXISTS` for old branch users.

## Verification

- `git diff --check public-gh/master..HEAD`
- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
packages/mcp-server/src/tools.test.ts
packages/shared/src/issue-thread-interactions.test.ts
ui/src/lib/issue-thread-interactions.test.ts
ui/src/lib/issue-chat-messages.test.ts
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/components/IssueChatThread.test.tsx
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/services/issue-thread-interactions.test.ts` -> 9 files / 79
tests passed
- `pnpm -r typecheck` -> passed, including `packages/db` migration
numbering check

## Risks

- Medium: this adds a new issue-thread interaction model across
db/shared/server/ui/plugin surfaces.
- Migration risk is reduced by placing this branch after current master
migrations (`0063`, `0064`) and making the idempotency column add
idempotent for users who applied the old branch numbering.
- UI interaction behavior is covered by component tests, but this PR
does not include browser 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-class coding agent runtime. Exact model ID and
context window are not exposed in this Paperclip run; tool use and local
shell/code execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
2026-04-21 20:15:11 -05:00
Dotta
bcbbb41a4b
[codex] Harden heartbeat runtime cleanup (#4233)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The heartbeat runtime is the control-plane path that turns issue
assignments into agent runs and recovers after process exits.
> - Several edge cases could leave high-volume reads unbounded, stale
runtime services visible, blocked dependency wakes too eager, or
terminal adapter processes still around after output finished.
> - These problems make operator views noisy and make long-running agent
work less predictable.
> - This pull request tightens the runtime/read paths and adds focused
regression coverage.
> - The benefit is safer heartbeat execution and cleaner runtime state
without changing the public task model.

## What Changed

- Bounded high-volume issue/log reads in runtime code paths.
- Hardened heartbeat handling for blocked dependency wakes and terminal
run cleanup.
- Added adapter process cleanup coverage for terminal output cases.
- Added workspace runtime control tests for stale command matching and
stopped services.

## Verification

- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/heartbeat-dependency-scheduling.test.ts
ui/src/components/WorkspaceRuntimeControls.test.tsx`

## Risks

- Medium risk because heartbeat cleanup and runtime filtering affect
active agent execution paths.
- No migrations.

> Checked `ROADMAP.md`; this is runtime hardening and bug-fix work, not
a new roadmap-level feature.

## Model Used

- OpenAI Codex, GPT-5-based coding agent, tool-enabled repository
editing and local test 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
- [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>
2026-04-21 16:48:47 -05:00
Dotta
09d0678840
[codex] Harden heartbeat scheduling and runtime controls (#4223)
## Thinking Path

> - Paperclip orchestrates AI agents through issue checkout, heartbeat
runs, routines, and auditable control-plane state
> - The runtime path has to recover from lost local processes, transient
adapter failures, blocked dependencies, and routine coalescing without
stranding work
> - The existing branch carried several reliability fixes across
heartbeat scheduling, issue runtime controls, routine dispatch, and
operator-facing run state
> - These changes belong together because they share backend contracts,
migrations, and runtime status semantics
> - This pull request groups the control-plane/runtime slice so it can
merge independently from board UI polish and adapter sandbox work
> - The benefit is safer heartbeat recovery, clearer runtime controls,
and more predictable recurring execution behavior

## What Changed

- Adds bounded heartbeat retry scheduling, scheduled retry state, and
Codex transient failure recovery handling.
- Tightens heartbeat process recovery, blocker wake behavior, issue
comment wake handling, routine dispatch coalescing, and
activity/dashboard bounds.
- Adds runtime-control MCP tools and Paperclip skill docs for issue
workspace runtime management.
- Adds migrations `0061_lively_thor_girl.sql` and
`0062_routine_run_dispatch_fingerprint.sql`.
- Surfaces retry state in run ledger/agent UI and keeps related shared
types synchronized.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/routines-service.test.ts`
- `pnpm exec vitest run src/tools.test.ts` from `packages/mcp-server`

## Risks

- Medium risk: this touches heartbeat recovery and routine dispatch,
which are central execution paths.
- Migration order matters if split branches land out of order: merge
this PR before branches that assume the new runtime/routine fields.
- Runtime retry behavior should be watched in CI and in local operator
smoke tests because it changes how transient failures are resumed.

> 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 runtime, shell/git tool use
enabled. Exact hosted model build and context window are not exposed in
this Paperclip heartbeat 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
- [ ] 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
2026-04-21 12:24:11 -05:00
Dotta
ab9051b595
Add first-class issue references (#4214)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators and agents coordinate through company-scoped issues,
comments, documents, and task relationships.
> - Issue text can mention other tickets, but those references were
previously plain markdown/text without durable relationship data.
> - That made it harder to understand related work, surface backlinks,
and keep cross-ticket context visible in the board.
> - This pull request adds first-class issue reference extraction,
storage, API responses, and UI surfaces.
> - The benefit is that issue references become queryable, navigable,
and visible without relying on ad hoc text scanning.

## What Changed

- Added shared issue-reference parsing utilities and exported
reference-related types/constants.
- Added an `issue_reference_mentions` table, idempotent migration DDL,
schema exports, and database documentation.
- Added server-side issue reference services, route integration,
activity summaries, and a backfill command for existing issue content.
- Added UI reference pills, related-work panels, markdown/editor mention
handling, and issue detail/property rendering updates.
- Added focused shared, server, and UI tests for parsing, persistence,
display, and related-work behavior.
- Rebased `PAP-735-first-class-task-references` cleanly onto
`public-gh/master`; no `pnpm-lock.yaml` changes are included.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run packages/shared/src/issue-references.test.ts
server/src/__tests__/issue-references-service.test.ts
ui/src/components/IssueRelatedWorkPanel.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/MarkdownBody.test.tsx`

## Risks

- Medium risk because this adds a new issue-reference persistence path
that touches shared parsing, database schema, server routes, and UI
rendering.
- Migration risk is mitigated by `CREATE TABLE IF NOT EXISTS`, guarded
foreign-key creation, and `CREATE INDEX IF NOT EXISTS` statements so
users who have applied an older local version of the numbered migration
can re-run safely.
- UI risk is limited by focused component coverage, but reviewers should
still manually inspect issue detail pages containing ticket references
before merge.

> 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-using shell workflow with
repository inspection, git rebase/push, typecheck, and focused Vitest
verification.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-21 10:02:52 -05:00
Dotta
7a329fb8bb
Harden API route authorization boundaries (#4122)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The REST API is the control-plane boundary for companies, agents,
plugins, adapters, costs, invites, and issue mutations.
> - Several routes still relied on broad board or company access checks
without consistently enforcing the narrower actor, company, and
active-checkout boundaries those operations require.
> - That can allow agents or non-admin users to mutate sensitive
resources outside the intended governance path.
> - This pull request hardens the route authorization layer and adds
regression coverage for the audited API surfaces.
> - The benefit is tighter multi-company isolation, safer plugin and
adapter administration, and stronger enforcement of active issue
ownership.

## What Changed

- Added route-level authorization checks for budgets, plugin
administration/scoped routes, adapter management, company import/export,
direct agent creation, invite test resolution, and issue mutation/write
surfaces.
- Enforced active checkout ownership for agent-authenticated issue
mutations, while preserving explicit management overrides for permitted
managers.
- Restricted sensitive adapter and plugin management operations to
instance-admin or properly scoped actors.
- Tightened company portability and invite probing routes so agents
cannot cross company boundaries.
- Updated access constants and the Company Access UI copy for the new
active-checkout management grant.
- Added focused regression tests covering cross-company denial, agent
self-mutation denial, admin-only operations, and active checkout
ownership.
- Rebased the branch onto `public-gh/master` and fixed validation
fallout from the rebase: heartbeat-context route ordering and a company
import/export e2e fixture that now opts out of direct-hire approval
before using direct agent creation.
- Updated onboarding and signoff e2e setup to create seed agents through
`/agent-hires` plus board approval, so they remain compatible with the
approval-gated new-agent default.
- Addressed Greptile feedback by removing a duplicate company export API
alias, avoiding N+1 reporting-chain lookups in active-checkout override
checks, allowing agent mutations on unassigned `in_progress` issues, and
blocking NAT64 invite-probe targets.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issues-goal-context-routes.test.ts
cli/src/__tests__/company-import-export-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/adapter-routes-authz.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
server/src/__tests__/company-portability-routes.test.ts
server/src/__tests__/costs-service.test.ts
server/src/__tests__/invite-test-resolution-route.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/agent-adapter-validation-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/invite-test-resolution-route.test.ts`
- `pnpm -r typecheck`
- `pnpm --filter server typecheck`
- `pnpm --filter ui typecheck`
- `pnpm build`
- `pnpm test:e2e -- tests/e2e/onboarding.spec.ts
tests/e2e/signoff-policy.spec.ts`
- `pnpm test:e2e -- tests/e2e/signoff-policy.spec.ts`
- `pnpm test:run` was also run. It failed under default full-suite
parallelism with two order-dependent failures in
`plugin-routes-authz.test.ts` and `routines-e2e.test.ts`; both files
passed when rerun directly together with `pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/routines-e2e.test.ts`.

## Risks

- Medium risk: this changes authorization behavior across multiple
sensitive API surfaces, so callers that depended on broad board/company
access may now receive `403` or `409` until they use the correct
governance path.
- Direct agent creation now respects the company-level board-approval
requirement; integrations that need pending hires should use
`/api/companies/:companyId/agent-hires`.
- Active in-progress issue mutations now require checkout ownership or
an explicit management override, which may reveal workflow assumptions
in older automation.

> 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 workflow with local shell,
Git, GitHub CLI, and repository tests.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [ ] 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>
2026-04-20 10:56:48 -05:00
Dotta
16b2b84d84
[codex] Improve agent runtime recovery and governance (#4086)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The heartbeat runtime, agent import path, and agent configuration
defaults determine whether work is dispatched safely and predictably.
> - Several accumulated fixes all touched agent execution recovery, wake
routing, import behavior, and runtime concurrency defaults.
> - Those changes need to land together so the heartbeat service and
agent creation defaults stay internally consistent.
> - This pull request groups the runtime/governance changes from the
split branch into one standalone branch.
> - The benefit is safer recovery for stranded runs, bounded high-volume
reads, imported-agent approval correctness, skill-template support, and
a clearer default concurrency policy.

## What Changed

- Fixed stranded continuation recovery so successful automatic retries
are requeued instead of incorrectly blocking the issue.
- Bounded high-volume issue/log reads across issue, heartbeat, agent,
project, and workspace paths.
- Fixed imported-agent approval and instruction-path permission
handling.
- Quarantined seeded worktree execution state during worktree
provisioning.
- Queued approval follow-up wakes and hardened SQL_ASCII heartbeat
output handling.
- Added reusable agent instruction templates for hiring flows.
- Set the default max concurrent agent runs to five and updated related
UI/tests/docs.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run server/src/__tests__/company-portability.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-comment-wake-batching.test.ts
server/src/__tests__/heartbeat-list.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
packages/adapter-utils/src/server-utils.test.ts
ui/src/lib/new-agent-runtime-config.test.ts`
- Split integration check: merged this branch first, followed by the
other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge
conflicts.
- Confirmed this branch does not include `pnpm-lock.yaml`.

## Risks

- Medium risk: touches heartbeat recovery, queueing, and issue list
bounds in central runtime paths.
- Imported-agent and concurrency default behavior changes may affect
existing automation that assumes one-at-a-time default runs.
- 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-5.4 tool-enabled coding model, agentic
code-editing/runtime with local shell and GitHub CLI access; exact
context window and reasoning mode are not exposed by the Paperclip
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>
2026-04-20 06:19:48 -05:00
Dotta
236d11d36f
[codex] Add run liveness continuations (#4083)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Heartbeat runs are the control-plane record of each agent execution
window.
> - Long-running local agents can exhaust context or stop while still
holding useful next-step state.
> - Operators need that stop reason, next action, and continuation path
to be durable and visible.
> - This pull request adds run liveness metadata, continuation
summaries, and UI surfaces for issue run ledgers.
> - The benefit is that interrupted or long-running work can resume with
clearer context instead of losing the agent's last useful handoff.

## What Changed

- Added heartbeat-run liveness fields, continuation attempt tracking,
and an idempotent `0058` migration.
- Added server services and tests for run liveness, continuation
summaries, stop metadata, and activity backfill.
- Wired local and HTTP adapters to surface continuation/liveness context
through shared adapter utilities.
- Added shared constants, validators, and heartbeat types for liveness
continuation state.
- Added issue-detail UI surfaces for continuation handoffs and the run
ledger, with component tests.
- Updated agent runtime docs, heartbeat protocol docs, prompt guidance,
onboarding assets, and skills instructions to explain continuation
behavior.
- Addressed Greptile feedback by scoping document evidence by run,
excluding system continuation-summary documents from liveness evidence,
importing shared liveness types, surfacing hidden ledger run counts,
documenting bounded retry behavior, and moving run-ledger liveness
backfill off the request path.

## Verification

- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/run-continuations.test.ts
server/src/__tests__/run-liveness.test.ts
server/src/__tests__/activity-service.test.ts
server/src/__tests__/documents-service.test.ts
server/src/__tests__/issue-continuation-summary.test.ts
server/src/services/heartbeat-stop-metadata.test.ts
ui/src/components/IssueRunLedger.test.tsx
ui/src/components/IssueContinuationHandoff.test.tsx
ui/src/components/IssueDocumentsSection.test.tsx`
- `pnpm --filter @paperclipai/db build`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/run-continuations.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "treats a
plan document update"`
- `pnpm exec vitest run server/src/__tests__/activity-service.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts -t "activity
service|treats a plan document update"`
- Remote PR checks on head `e53b1a1d`: `verify`, `e2e`, `policy`, and
Snyk all passed.
- Confirmed `public-gh/master` is an ancestor of this branch after
fetching `public-gh master`.
- Confirmed `pnpm-lock.yaml` is not included in the branch diff.
- Confirmed migration `0058_wealthy_starbolt.sql` is ordered after
`0057` and uses `IF NOT EXISTS` guards for repeat application.
- Greptile inline review threads are resolved.

## Risks

- Medium risk: this touches heartbeat execution, liveness recovery,
activity rendering, issue routes, shared contracts, docs, and UI.
- Migration risk is mitigated by additive columns/indexes and idempotent
guards.
- Run-ledger liveness backfill is now asynchronous, so the first ledger
response can briefly show historical missing liveness until the
background backfill completes.
- UI screenshot coverage is not included in this packaging pass;
validation is currently through focused component tests.

> 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-5.4, local tool-use coding agent with terminal, git,
GitHub connector, GitHub CLI, and Paperclip API 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

Screenshot note: no before/after screenshots were captured in this PR
packaging pass; the UI changes are covered by focused component tests
listed above.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:01:49 -05:00
Dotta
5f45712846
Sync/master post pap1497 followups 2026 04 15 (#3779)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The board depends on issue, inbox, cost, and company-skill surfaces
to stay accurate and fast while agents are actively working
> - The PAP-1497 follow-up branch exposed a few rough edges in those
surfaces: stale active-run state on completed issues, missing creator
filters, oversized issue payload scans, and placeholder issue-route
parsing
> - Those gaps make the control plane harder to trust because operators
can see misleading run state, miss the right subset of work, or pay
extra query/render cost on large issue records
> - This pull request tightens those follow-ups across server and UI
code, and adds regression coverage for the affected paths
> - The benefit is a more reliable issue workflow, safer high-volume
cost aggregation, and clearer board/operator navigation

## What Changed

- Added the `v2026.415.0` release changelog entry.
- Fixed stale issue-run presentation after completion and reused the
shared issue-path parser so literal route placeholders no longer become
issue links.
- Added creator filters to the Issues page and Inbox, including
persisted filter-state normalization and regression coverage.
- Bounded issue detail/list project-mention scans and trimmed large
issue-list payload fields to keep issue reads lighter.
- Hardened company-skill list projection and cost/finance aggregation so
large markdown blobs and large summed values do not leak into list
responses or overflow 32-bit casts.
- Added targeted server/UI regression tests for company skills,
costs/finance, issue mention scanning, creator filters, inbox
normalization, and issue reference parsing.

## Verification

- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/costs-service.test.ts
server/src/__tests__/issues-goal-context-routes.test.ts
server/src/__tests__/issues-service.test.ts ui/src/lib/inbox.test.ts
ui/src/lib/issue-filters.test.ts ui/src/lib/issue-reference.test.ts`
- `gh pr checks 3779`
Current pass set on the PR head: `policy`, `verify`, `e2e`,
`security/snyk (cryppadotta)`, `Greptile Review`

## Risks

- Creator filter options are derived from the currently loaded
issue/agent data, so very sparse result sets may not surface every
historical creator until they appear in the active dataset.
- Cost/finance aggregate casts now use `double precision`; that removes
the current overflow risk, but future schema changes should keep
large-value aggregation behavior under review.
- Issue detail mention scanning now skips comment-body scans on the
detail route, so any consumer that relied on comment-only project
mentions there would need to fetch them separately.

## Model Used

- OpenAI Codex, GPT-5-based coding agent with terminal tool use and
local code execution in the Paperclip workspace. Exact internal model
ID/context-window exposure is not surfaced in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have 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>
2026-04-15 21:13:56 -05:00
Dotta
d4c3899ca4
[codex] improve issue and routine UI responsiveness (#3744)
## 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>
2026-04-15 15:54:05 -05:00
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
6e6f538630
[codex] Improve issue detail and issue-list UX (#3678)
## 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>
2026-04-14 12:50:48 -05:00
dotta
03dff1a29a Refine issue workflow surfaces and live updates 2026-04-09 10:26:17 -05:00
dotta
61ed4ef90c fix(server): reject non-participant stage mutations 2026-04-09 07:29:56 -05:00
dotta
3baebee2df Track blocker and review activity events 2026-04-09 06:16:41 -05:00
dotta
ec75cabcd8 Enforce execution-policy stage handoffs 2026-04-09 06:16:05 -05:00
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
5136381d8f Speed up issue search 2026-04-06 21:25:41 -05:00
dotta
e9c8bd4805 Allow arbitrary issue attachments
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-06 21:24:12 -05:00
Dotta
08fea10ce1
Merge pull request #2772 from paperclipai/PAPA-46-why-did-this-issue-succeed-without-following-my-instructions
fix: enable agent re-checkout of in_review tasks on comment feedback
2026-04-06 18:57:33 -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
Dotta
c5f3b8e40a
Merge pull request #2542 from plind-dm/fix/heartbeat-context-attachments
fix(api): include attachment metadata in heartbeat-context response
2026-04-06 08:55:49 -05:00
dotta
65818c3447 Guard closed isolated workspaces on issues
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-04 17:48:54 -05:00
dotta
00898e8194 Restore feedback trace export fixes 2026-04-03 15:59:42 -05:00
Devin Foley
258c7ccd21 fix: ensure agents respond to comments on in_review tasks
Root cause: when someone commented on an in_review task, the heartbeat
wakeup was triggered but the agent couldn't re-checkout the task because
expectedStatuses only included todo/backlog/blocked. The in_review status
was never handled in the checkout flow or the heartbeat procedure.

Changes:
- Add wakeCommentId to issue_commented and issue_reopened_via_comment
  context snapshots (consistent with issue_comment_mentioned)
- Add in_review to checkout expectedStatuses in heartbeat skill
- Update Step 3 fallback query to include in_review status
- Update Step 4 to prioritize in_review tasks when woken by comment
- Add explicit issue_commented wake reason handling in Step 4

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-03 09:19:48 -07:00
plind
620a5395d7
Update server/src/routes/issues.ts
LGTM

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
2026-04-03 02:01:46 +09:00
plind-dm
1350753f5f fix(api): include attachment metadata in heartbeat-context response
Agents receiving issue context via GET /issues/:id/heartbeat-context
had no way to discover file attachments — the endpoint returned issue
metadata, ancestors, project, goal, and comment cursor but omitted
attachments entirely. Users attaching files through the UI would then
see agents ask for documents that were already uploaded.

Fetch attachments in parallel with the existing queries and append a
lightweight summary (id, filename, contentType, byteSize, contentPath)
to the response so agents can detect and retrieve attached files on
their first heartbeat without an extra round-trip.

Closes #2536
2026-04-03 01:53:57 +09:00
dotta
c18b3cb414 fix: use agent role instead of adapter type in task_completed telemetry
The agent.task_completed event was sending adapterType (e.g. "claude_local")
as the agent_role dimension instead of the actual role (e.g. "engineer").

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-02 10:47:30 -05:00
dotta
53dbcd185e fix: align telemetry client payload and dimensions with backend schema
Restructure the TelemetryClient to send the correct backend envelope
format ({app, schemaVersion, installId, events: [{name, occurredAt, dimensions}]})
instead of the old per-event format. Update all event dimension names
to match the backend registry (agent_role, adapter_type, error_code, etc.).

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 10:47:29 -05:00
dotta
34044cdfce feat: implement app-side telemetry sender
Add the shared telemetry sender, wire the CLI/server emit points,
and cover the config and completion behavior with tests.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 10:47:29 -05:00
dotta
d12e3e3d1a Fix feedback review findings
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 10:03:07 -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
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
4226e15128 Add issue comment interrupt support
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:57:34 -05:00
dotta
2ec4ba629e Add mail-client keyboard shortcuts to inbox mine tab
j/k navigate up/down, a to archive, U to mark unread, r to mark read,
Enter to open. Includes server-side DELETE /issues/:id/read endpoint
for mark-unread support on issues.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:57:34 -05:00
dotta
d9005405b9 Add linked issues row to execution workspace detail
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:26 -05:00
dotta
995f5b0b66 Add the inbox mine tab and archive flow
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-26 16:09:43 -05:00