Commit Graph

1836 Commits

Author SHA1 Message Date
Dotta c1d8b53edd fix: publish native chat replies and hydrate project repository cards 2026-09-11 14:07:10 -05:00
Dotta 75b9b07077 feat: add persistent agent chats with project handoff and E2E coverage 2026-09-11 13:07:13 -05:00
Dotta 5cb4f061dd
fix(ui): simplify provider notices and hide completion calls (#13109)
## Thinking Path

> - Paperclip shows agent work in task feeds.
> - Native tools and provider notices appear in that feed.
> - A routine completion call adds no useful action for the user.
> - A provider notice needs readable text to explain its warning.
> - This change hides the completion call and displays the notice
summary.
> - Saved run events remain available for inspection.

## Linked Issues or Issue Description

**What happened?**

The feed showed paperclip_finish as a normal tool call. Provider notices
showed
a generic name or a large key-value table instead of a clear warning
message.

**Expected behavior**

Hide the routine completion call from the task feed. Show a warning
icon,
a short severity heading, and the full notice summary across the row.

**Steps to reproduce**

1. Open a native Codex task that calls paperclip_finish.
2. Inspect its tool activity in the task feed.
3. Inspect a run with a repository-trust provider notice.

**Paperclip version or commit**

Reproduced on the implementation checkout. Replayed onto master at
6abeb6733.
The search found no duplicate PR for this display change.

**Deployment mode**

Local source checkout with native task feeds.

## What Changed

- Hide paperclip_finish calls and results in task-feed adapters.
- Preserve the raw events for run-log inspection.
- Carry provider-notice text into the transcript.
- Render notices with an icon, severity heading, and full-width summary.
- Cover the display and transcript mapping with regression tests.

## Verification

- The affected UI tests and the token gates passed on the implementation
checkout.
- Browser inspection confirmed the warning text is readable and
completion calls are hidden.
- Repository typecheck and build passed. Repository test groups passed
after resource retests.
- On this PR branch, 123 focused UI tests and the token gates passed.
All GitHub checks passed; Greptile is 5/5 with no unresolved threads.

## Risks

- The task feed hides one known internal tool. Raw run events remain
unchanged.
- Long warning text must wrap within the available width.
- No provider warning classification, accounting, or recovery behavior
changes here.

## Model Used

OpenAI Codex, GPT-6 (`gpt-6-astra`). Used for reasoning, code edits,
tool use,
and test execution. The exact context-window limit is not exposed in
this
session. Real-provider acceptance used Codex CLI 0.153.4 with
`gpt-5.6-sol`.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 15:06:20 -05:00
Dotta 2991a59b17
fix(adapters): prevent engine fallback and preserve usable runtime defaults (#13105)
## Thinking Path

> - Paperclip manages agents that must write work and report task
outcomes through its API.
> - Local adapters select an execution engine and its permission
settings.
> - A higher ACP Node requirement can make an unchanged installation
lose access to its default engine.
> - The adapter then silently selects CLI, which can change permissions
and block API access.
> - This pull request keeps the engine choice fixed and reports missing
prerequisites before work starts.
> - It also gives explicit Codex CLI runs usable defaults and keeps
managed services on a supported Node runtime.

## Linked Issues or Issue Description

Refs #12215. Related changes: #11792 raised the Node requirement; #13094
addressed separate runner networking behavior. This change fixes the
engine-selection and managed-launcher paths.

**What happened?**

An unchanged agent could switch from ACP to CLI after an upgrade. Codex
CLI then used read-only permissions with networking disabled. The run
could finish without updating its task. Repeated recovery attempts used
the same unavailable setup. Managed updates also skipped the Node check
and did not refresh old launchers.

**Expected behavior**

An unavailable engine must fail with a clear setup error. It must not
silently select another engine. Explicit CLI runs must be able to write
workspace files and call the API unless the operator configures stricter
settings. Managed updates must validate Node and keep child tools on
that runtime.

**Steps to reproduce**

1. Run an ACP-default agent under Node 22 after the ACP minimum rises to
24.11.
2. Leave the engine unset and disable the approval/sandbox bypass.
3. Observe the old adapter select CLI and fail to write task disposition
through the API.
4. Start a managed service with an old launcher and a supervisor PATH
that selects a different Node for child tools.

## What Changed

- Remove automatic engine fallback for Codex, Claude, Gemini, and Kimi.
Check prerequisites for default and explicit ACP selections.
- Return a configuration error with proof that provider work did not
start. Stop automatic continuation retries for this error.
- Enable Codex ACP workspace networking at the actual turn boundary.
Upstream mode presets otherwise force it off even when config.toml
enables it. Preserve explicit network denial and read-only mode.
- Set workspace-write and network access defaults for explicit Codex CLI
runs. Preserve explicit sandbox modes, profiles, and network
restrictions.
- Pin the validated Node directory in managed launcher PATH. Refresh
legacy launchers during installs and npm/Git updates.
- Reject updates on unsupported Node. Keep update checks, dry runs, and
rollback available.
- Synchronize the qualified Codex ACP executable identity across server,
TypeScript runner, Rust runner, and provider-pack launch paths.
- Add regression tests and update engine and installation documentation.

## Verification

- [Full CI passed on the final
head](https://github.com/paperclipai/paperclip/actions/runs/34387099695):
typecheck, build/native runner verification, all general and serialized
test shards, all browser shards, release registry, canary dry run, and
policy checks.
- Greptile: 5/5 on `2c1d6e2815830a5cd39e36c8a082cc0c4441b6c0`, with no
unresolved review findings. Security gates are green.
- Full workspace typecheck and build also passed locally. The final
deployed Linux build passed.
- Full Codex, Claude, Gemini, and Kimi source test suites: 804 passed, 2
skipped. Installer, updater, and launcher tests: 47 passed. Installed
ACP turn-boundary tests: 3 passed. ACP packaging tests: 14 passed.
Focused recovery classification tests also passed.
- Real Linux Codex CLI runs, both fresh and resumed, wrote a workspace
file and reached the control-plane health API with the new defaults.
- Explicit read-only and network-disabled control probes retained those
restrictions.
- A real ACP run on the final deployed Linux build wrote a file and
reached the control-plane API with HTTP 200, without engine fallback.
The same probe failed DNS before the turn-policy patch.
- Executable-identity and installed-policy contracts: 12 passed.
Affected native server tests: 197 passed. Runner factory tests: 21
passed. Rust qualification and native provider integration tests: 11
passed.
- Deployed the production changes to a Linux service on Node 24.20 after
a verified database backup. Health, bootstrap readiness, static UI,
executable/cwd identity, and guarded restart checks passed. The restart
lost no runs.
- Corrected stale Kimi skill-default and Gemini remote-archive fixtures;
both suites pass.

## Risks

- Default or legacy auto engine settings now fail when ACP is
unavailable. Operators who intend to use CLI must select it explicitly.
- Codex CLI now permits workspace writes and networking by default, and
ACP workspace-write turns permit networking by default. Explicit
operator sandbox settings remain authoritative.
- Old managed launchers keep their pinned Node until they are
reinstalled under a supported runtime. An old updater cannot repair
itself; the documentation gives the current installer command.
- Custom service wrappers and global/source installations must configure
their runtime PATH. No database migration is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
shell execution, and test tools. The exact serving model identifier and
context-window size are not exposed 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 checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 13:27:24 -05:00
Dotta 8cfd30fb07
feat(ui): add composer Stop and simplify task controls (#13104)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task composer is where operators direct running agents.
> - Operators need to stop work without leaving the conversation.
> - Existing pause controls already hold task trees and interrupt both
runner types.
> - This pull request connects the composer to those controls and
removes repeated feedback.
> - Operators can pause work quickly and still queue messages while
agents run.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Task pause, resume, and cancellation in the task page and composer.

**Current behavior**

The empty composer cannot stop a running task. Task controls require
extra confirmation and reason text. Pause can show several notifications
for the task already on screen.

**Proposed behavior**

Show Stop while this task runs and the composer is empty. Text or
attachments switch it to Send. Stop and the menu use the same manual
pause hold. Parent pauses include descendants. Keep task cancellation in
the menu with a compact confirmation. Show one quiet pause row and gray
cancelled-run details.

**Reason and benefit**

Operators can interrupt execution with one click. Drafts and queued
messages keep their existing behavior. The UI waits for actual
termination, including native cancellation acknowledgment.

**Breaking changes**

No endpoint, schema, or task-status change. Pause no longer asks for
confirmation or a reason. Resume now honors the existing wake-agents
option. Task notifications are suppressed for the task and subtree
currently in view.

Related UI work: #8228 changes navigation and composer shortcuts. This
PR covers execution controls. No duplicate Stop-button PR was found. The
change improves existing controls and does not duplicate a roadmap
milestone.

## What Changed

- Add Stop, pending feedback, duplicate-click protection, and inline
errors to the composer.
- Share the pause mutation across the composer, active-run controls, and
menu.
- Poll affected runs after a pause request. Require native cancellation
acknowledgment.
- Remove pause confirmation and shared reason fields. Reduce cancel
confirmation to its task count and actions.
- Honor wake-agents for executable tasks only. Preserve the pause when
recovery review is needed; show partial wake failures inline.
- Preserve explicit legacy reconciliation decisions while their
continuation waits for dispatch.
- Suppress notifications for visible task trees. Use quiet pause and
cancellation feedback.
- Add interactive stories using production controls and native/legacy
end-to-end tests.

## Verification

- User reviewed the running feature and revised Storybooks in the
browser.
- Rebased focused checks passed: 295 original targeted tests, 161
updated route/page/notification/status tests, and 26 recovery
integration tests.
- Both isolated runner journeys pass on the final revision (1.7
minutes). Coverage includes queueing, parent and child interruption,
persisted holds, no automatic continuation, reconciled resume,
cancellation, terminal exclusions, and no Stop toast.
- Native coverage uses real runnerd with a deterministic provider
fixture. Legacy coverage checks actual process termination. Live
hosted-provider execution was not tested.
- Repository typecheck and build, Storybook build, and token gates
passed after rebase. The final server typecheck/build also passed.
- The broad local run completed its general-server stage with 7,219
passing tests, 48 skipped, and two failures from cached pre-fix source
and a stale native provider fixture. Both failed tests pass in fresh
final-head reruns after rebuilding the fixture; the script did not
continue to its later local stages. CI runs all test groups on the final
revision.
- Final revision: all 31 applicable CI checks passed; Storybook visual
regression was skipped by its workflow conditions. Greptile: 5/5, zero
unresolved comments.
- Review `Tasks / Execution Controls` in Storybook. Type and clear a
draft, stop a run, expand cancellation details, and test the menu on
desktop and mobile.

## Risks

- Stop pauses descendants for a parent task. This is the existing pause
contract.
- A held task can remain active if interruption fails. The UI shows an
error instead of claiming termination.
- Resume can start multiple assignees when wake-agents is selected.
Backlog, blocked, and terminal tasks stay excluded. Existing execution
reconciliation remains mandatory where required; Resume never invents
action-outcome evidence.
- Notification suppression uses the visible task and cached subtree.
Notifications for unrelated work remain enabled.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime snapshot and
context-window limit are not exposed in this session. Used reasoning,
tool calls, code execution, and browser inspection.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 12:18:56 -05:00
Dotta 622376e995
fix(ui): remove action buttons from agent list (#13101)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The agents list helps operators scan names, roles, and status.
> - Each row also shows task, heartbeat, trace, pause, and overflow
controls.
> - These controls add a second line to every row and crowd the list.
> - This pull request removes the action bar from list rows.
> - Operators can still use agent detail pages for those actions.

## Linked Issues or Issue Description

Related: #7543 introduced list actions. #13011 moved the row actions
onto a separate line. No duplicate fix was found.

**What happened?**

The `/agents/all` list shows Assign Task, Run Heartbeat, Run with
provider trace, Pause or Resume, and an overflow menu below each agent.

**Expected behavior**

The agent list should show agent information without this action bar.

**Steps to reproduce**

1. Open `/agents/all` in an organization with agents.
2. Select the list view.
3. Inspect the controls below each agent name.

**Paperclip version or commit**

Reproduced in source at fac07b42a.

**Deployment mode**

Board UI. The change is independent of deployment mode.

## What Changed

- Removed AgentActionButtons from both agent list implementations,
including filtered lists.
- Removed the unused board-access query and trace permission
calculation.
- Kept built-in setup controls, status, and membership actions.
- Enabled the normal Run now control on the streamlined agent detail
page so operators can still trigger a heartbeat there.
- Updated the existing mobile row test and added active/paused row
coverage for both list implementations.

## Verification

- Passed: `pnpm check:token-gates`.
- Passed: `pnpm exec vitest run ui/src/pages/Agents.test.tsx
ui/src/components/AgentActionButtons.test.tsx` (27 tests).
- Passed: `pnpm -r typecheck` and `pnpm build`. After the review fixes,
the UI typecheck, UI build, token gates, and targeted tests passed
again.
- Full CI passed on 6d527b02a, including all server/workspace test
shards, browser tests, typecheck, build, and canary dry run.
- Local `pnpm test:run` passed 520 server suites (7,234 tests). The
later UI batch had two Inbox failures under load; an isolated Inbox
rerun passed all 27 tests. Stopped the redundant local full run after
all CI shards passed.
- The CI build first hit an unrelated port collision in a
Codex-credentials test. One rerun passed runner verification and the
full build.
- Greptile: 5/5. Both review threads are resolved.
- Manual review: open the agent list and verify the action bar is
absent. Open an agent to access its actions.

## Risks

- Low risk. This changes agent list rendering and restores the normal
detail-page run control. Operators must open an agent to use the removed
shortcuts.
- No API, database, or permission contracts change.

## Model Used

- OpenAI GPT-6 (Codex). Exact deployment model ID and context window
size are not exposed in this session. Used reasoning, repository
inspection, code editing, and command 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 12:05:42 -05:00
Dotta bf753b997a
fix(connections): keep task context through Cloud enrollment and OAuth (#13098)
## Thinking Path

> - Paperclip lets people manage agent work from tasks.
> - Agents can request app access in a task card.
> - Some apps first require Paperclip Cloud enrollment.
> - Enrollment could leave the task, and OAuth could lose the task
interaction ID.
> - This PR keeps enrollment in a separate window and retains the
interaction ID through OAuth.
> - The task can then recognize the connection and continue
automatically.

## Linked Issues or Issue Description

**What happened?**

A first Gmail connection could leave the task dialog during Cloud
enrollment. Setup resumed on the Apps page. Gmail connected, but the
task card could remain pending because OAuth did not retain its
interaction ID.

**Expected behavior**

Keep the task open and preserve its access choices. Resolve the card
after the server verifies connection access. Continue the agent
automatically.

**Steps to reproduce**

1. Start a fresh source test-drive instance without Cloud enrollment.
2. Ask an agent to read Gmail.
3. Open Connect on the task card.
4. Complete Cloud enrollment and Gmail authorization.
5. Check whether the task card updates without selecting the connection
again.

**Paperclip version or commit**

Reproduced on 35fdc0c66b. This branch
applies the fix to current master.

**Deployment mode**

Source test-drive in local-trusted mode. The shared setup code also
serves authenticated instances; live authenticated acceptance was not
performed.

Related PRs: #13058 introduced task connections. #12943 repaired expired
enrollment links. #12906 concerns Composio service matching and does not
fix this OAuth handoff.

## What Changed

- Open task enrollment in a reserved window, with a new-tab fallback.
- Refresh server enrollment status and the provider catalog while
keeping the task dialog and access choices.
- Return the enrollment callback to the verified task when available.
- Retain the interaction ID when OAuth resumes from the page host.
- Clear the server capability cache after enrollment and reject stale
cache writes.
- Close reserved popups on enrollment errors and invalid authorization
URLs.
- Add callback and setup regression tests, including blocked popups.
Update connection-intent documentation.

## Verification

- All 176 focused connector, enrollment, callback, OAuth, and setup
tests pass.
- Greptile gives commit `e58da6662` a 5/5 score. Both review threads are
resolved.
- `pnpm check:token-gates`, `pnpm build`, and `pnpm -r typecheck` pass.
- All CI checks pass for `e58da6662`, including the full test matrix,
browser tests, Runner verification, release registry, and canary dry
run.
- The serial local `pnpm test:run` was stopped after the complete CI
test matrix passed. It is not counted as a full local pass.
- Live browser test: fresh instance, native Codex runner, Gmail
read-only access, and a real Google account.
- Enrollment preserved the task dialog. The card changed to connected
and the agent called Gmail search and message-read tools without another
message or Run click.
- The connected card persisted after refresh. Google reused existing
consent during this attempt.
- The runner displayed only its completion summary. Full answer delivery
is a separate issue and is outside this PR.

## Risks

- Browsers can block or isolate authorization windows. The new-tab
fallback remains available, and the parent checks server state.
- Enrollment completion is only a prerequisite. It does not grant access
or resolve the task card by itself.
- No database migration, runner lifecycle change, or recovery UI is
included.

## Model Used

OpenAI Codex (GPT-6), with code editing, shell tools, and browser
automation. The session does not expose an exact runtime model ID or
context-window size.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 10:55:11 -05:00
Dotta 82f662656a
fix(runner): restore legacy Git access and independent networking (#13094)
## Thinking Path

> - Paperclip runs agents for people with different GitHub accounts.
> - Managed operations must use the intended person's eligible
connection.
> - A failed duplicate connection must not hide a healthy grant for the
same account.
> - Legacy hosts also need their existing Git configuration when managed
access is not configured.
> - Runner networking and local Git operations must not depend on GitHub
broker availability.
> - This pull request separates those policies and improves failure
diagnostics.

## Linked Issues or Issue Description

**What happened?** New runs always cleared host Git credentials and
installed managed launchers. Network permission depended on GitHub
environment variables. A launcher failure could stop even local `git
status`. A newer unhealthy duplicate could take precedence over a
healthy connection, and generic health errors were shown as reconnect
requirements.

**Expected behavior:** Use a healthy eligible managed connection for the
intended account. Preserve host authentication only for unconfigured
standard-trust local or SSH execution. Permit local Git during broker
failures and keep network permission independent of GitHub credentials.

**Steps to reproduce:** Configure healthy and unhealthy grants for one
GitHub account, dispatch an agent, and execute Git commands. Separately
run an unconfigured legacy host with existing GitHub CLI authentication.
Stop the broker and run local `git status`.

**Paperclip version or commit:** Master at 668110469. **Deployment
mode:** Self-hosted. **Installation method:** Git checkout. **Agent
adapters involved:** Native Codex runner and shared adapter execution
setup. **Database mode:** Existing instance database; no migration.
**Access context:** Responsible person's managed grant, or explicitly
unconfigured legacy host. **Node.js version:** 26.4.0 locally.
**Operating system:** macOS development and Linux execution hosts.

**Relevant logs or output:** Previously `GitHub credential context
unavailable` hid configuration, transport, and capability errors. New
diagnostics identify these categories without credential values.

**Additional context:** Refs #13005 and #13022. Dependency provisioning
is addressed separately in #13093.

## What Changed

- Prefer healthy eligible grants and retry credential acquisition once
for the same principal and account before starting an operation.
- Preserve host Git configuration only when managed access is
unconfigured on a standard-trust local or SSH target.
- Project authentication mode and validated Git metadata into native
runner boundaries; refresh resumed provider settings when modes change.
- Enable network access through an explicit standard-trust controller
decision, independently of GitHub. Omitted or restricted decisions stay
disabled; replace warm providers when that decision changes.
- Run local Git with cleared credentials when the managed broker fails,
with specific redacted diagnostics.
- Retry access-refresh conflicts once without treating concurrency as
expired authorization.
- Show retry instead of reconnect for transient GitHub health failures.
Add optional authorization and run-diagnostic fields without a database
migration.

## Verification

- All latest-head CI gates are green, including typecheck, general and
serialized suites, browser tests, canary, native runner verification,
and build. Greptile is 5/5 with no remaining findings; the security scan
passed.
- Full recursive typecheck and build passed. UI token gates passed.
- Full general server run: 7,110 passed, one transient socket hangup;
that file passed on retry. All remaining workspace groups passed,
including 5,552 UI and 478 CLI tests. The complete serialized rerun
passed all 144 suites / 2,179 tests after the initial isolated timeout
passed on retry.
- 195 final launcher and native session tests passed, including
host/managed transitions, local/remote warm network-policy changes,
broker rotation, and attempts to override validated controller
filesystem roots.
- GitHub gateway fallback, duplicate connection selection, refresh
conflicts, per-user reauthorization, and native transport/security
suites passed.
- Additional live native fixtures passed SSH public-key authentication
and a Git credential helper in fresh and resumed host-mode sessions. An
unwritable managed configuration directory preserved local Git (exit 0)
while GitHub CLI failed with `configuration_directory_unavailable` (exit
4). The temporary SSH listener and keys were removed.
- Applicable Rust suites passed except two timing failures under load;
each failed case passed in isolation. The final environment contract
test passed.
- Linux native runner acceptance passed in both managed and legacy host
modes: DNS, HTTPS, npm package download, fresh-worktree Git status,
authenticated GitHub user lookup, repository read, and a new run
continuing the same provider conversation. Managed broker outage
preserved local Git and rejected authenticated access without host
fallback.
- Matching Linux server/runner artifacts and the separate provisioning
repair are deployed to the development instance. A fresh UI-dispatched
task and a new run after a server restart both passed all six shell
checks through the live controller and credential broker. Both runs
selected the expected healthy connection/grant and retained the same
provider conversation. Neither connection was repaired or reconnected.

The sandbox roots are assigned from the validated execution-target probe
**after** ordinary bindings are merged. Regression coverage supplies
forged roots and verifies they cannot override the controller paths.
Networking is enabled only for an explicit
`PAPERCLIP_RUNNER_NETWORK_ACCESS=enabled` controller decision; omitted
values remain disabled.

## Risks

Unconfigured standard-trust local and SSH runs regain access to host Git
authentication resources. Managed, sandbox, plugin, and low-trust runs
do not gain this fallback. Revoked managed access never falls back to
another account. Deploy server and runner artifacts together;
already-started operations retain their captured identity. An
unauthenticated command can still fail when it requires GitHub access.

## Model Used

OpenAI GPT-6 through Codex, with code editing, shell execution, tests,
and browser inspection. The exact model variant and context-window size
are not exposed 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 checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 10:15:10 -05:00
Dotta e9a5a07ab4
feat(ui): add task status badges and inline blocker removal (#13097)
Add navigable status badges to task relationships and a separate blocker remove button with stable hover geometry. Keep Storybook previews passive and cover navigation, removal, and query refresh rendering with regression tests.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 10:06:21 -05:00
Dotta cd4c4ed205
fix(ui): stabilize task loading and live feeds (#13095)
Coordinate initial conversation reveal, preserve message identity and reading anchors during live updates, and bound transcript reads with recoverable retries. Cover desktop/mobile navigation and rich task loading with actual-route browser tests.

Verified all Linux CI gates, 5,575 local UI tests, eight layout browser scenarios, and recorded native Codex walkthroughs. Greptile: 5/5; all review findings resolved.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 10:00:37 -05:00
Dotta 35fdc0c66b
fix: make task recovery durable and preserve current requests (#13075)
Make task recovery durable and preserve the latest user request across native and legacy continuations. Keep routine recovery quiet and prevent replay when action outcomes are uncertain.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 09:14:25 -05:00
scotttong 5acf56658b
feat(onboarding): first task opens as a chat with a chief of staff (#13068)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Onboarding ends by handing a new user to their first agent on a
seeded first task
> - Today the wizard asks for a mission up front, the UI composes what
the agent is told, and the agent starts running before the user says
anything
> - New users get a cold, ticket-shaped start, and nobody can edit the
agent's brief or persona without a code change
> - This pull request makes the first task a short chat: a four-step
wizard, a chief-of-staff persona, a greeting plus a two-option opening
card, server-owned markdown texts, and no run until the user answers
> - It also gives question cards one consistent action row (Cancel /
Skip / Next), makes agent hires idempotent within a run, and turns the
Paperclip Runner flag on by default for self-hosted instances
> - The benefit is a first run the user steers, with texts a board
operator can edit as markdown

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The feature request
fields follow.

Related PRs and issues:

- Refs #11043 — an earlier draft of the first-task onboarding
experience. This PR supersedes it.
- Refs #11280 — a report about the onboarding first-task route test.
This PR extends that test file.

### Subsystem affected

Onboarding wizard, the seeded first task and its texts, task-chat
question cards, agent hiring, and the instance experimental settings.

### Problem or motivation

The onboarding wizard collects a mission through two extra steps and a
questionnaire. The UI then composes the first agent's instructions and
the first task description from those answers. The first task wakes the
agent at once, so the agent runs and posts before the user types a word.
Board operators cannot change the greeting, the brief, or the persona
without editing TypeScript. Question cards in chat behave differently
per adapter, and a single-select pick submits on click. A misread hire
response could create a duplicate agent that the creating agent cannot
remove.

### Proposed solution

Reduce the wizard to four steps and stop the UI from authoring agent
texts. Move the greeting, the brief, the chief-of-staff persona, and the
opening question into markdown and JSON files that the server loads at
runtime. Seed the persona onto the first agent through an explicit hire
marker. Do not wake the first task until the user answers the opening
card or types. Give every question card the same Cancel / Skip / Next
actions. Add an experimental toggle that switches the single-task
proposal between one confirmation card and a plan document with a
checkbox card. Make agent hires idempotent within a run.

### Alternatives considered

- Keep the mission questionnaire and feed it into the brief. Rejected:
the agent asks better questions in chat, and the wizard gets shorter.
- Keep the first task open-ended with a plain composer. Rejected: a
two-option card gives the user a clear first move.
- Derive the plan-document behaviour from the user's intent only.
Rejected in favour of an explicit experimental toggle so operators can
choose.
- Key the "pick does not submit" behaviour off the presence of a submit
label. Rejected: several adapters set a submit label on single-select
cards, and their cards would change behaviour.

### Roadmap alignment

`ROADMAP.md` lists no planned core work on onboarding or the first task.
This change refines the existing flow and does not duplicate planned
work.

## What Changed

- Wizard: four steps (Name your organization, Create your first agent,
Connect a model, Review). The front door and both mission steps are
removed with their state and saved-progress keys. The UI no longer
composes the first agent's instructions or the first task description.
- Server-owned texts: the greeting, the brief with two proposal
variants, the chief-of-staff persona, the opening question, and a README
live in `server/src/onboarding-assets/first-task/` and load at runtime.
The create route stores the assembled brief and ignores any client
description.
- Persona seed: an `onboardingFirstAgent` marker on the hire lets the
server seed the chief-of-staff persona over the first agent's entry
file. Board-authored hires only. The persona tells the agent the hire
response shape and to list agents before it acts on an unclear result.
- No auto-run: the first task does not queue an assignment wake. The
stranded-assignment reconciler leaves it idle until a user comment or an
answered card exists.
- Opening card: the server seeds an `ask_user_questions` card right
after the greeting with two options: "Interview me and propose a plan
and an agent team to execute it." and "I have a task in mind" with free
text. Answering wakes the agent.
- Experimental toggle `enableFirstTaskPlanProposal` (default off): the
single-task proposal is one confirmation card, or a plan document plus a
checkbox card when on.
- Question cards: every `ask_user_questions` card renders Cancel, Skip,
and Next (the submit label on the last question). Skip hides on required
questions. Picking an option no longer advances or submits by itself.
- Wizard guards: the dashboard's agentless offer ignores a cached empty
agent list while a refetch is in flight. The hire step adopts an agent
that already carries the typed name instead of hiring "Name 2".
- Agent hires are idempotent within a run: a retry of the identical
request under the same run id returns the existing agent with `200` and
`idempotent: true`. The fingerprint covers the whole validated request,
so a corrected payload is a new hire. Lookup, create, and activity
record run under one lock per company and run, so overlapping retries
cannot both create.
- The Paperclip Runner experimental flag defaults to on for self-hosted
instances. Cloud keeps its declared default: a managed instance whose
tenant row and managed overlay omit the flag resolves it to off.
- Question cards: a send that finds an earlier required answer missing
returns to that question with a message instead of failing silently.
- The two onboarding e2e specs follow the new wizard: the front door and
growth intake shots are gone, and the planning-mode spec dismisses the
opening card before it reads the composer.
- Docs: `docs/board-operator/editing-first-task-texts.md` explains how
to edit the texts and the toggle.

## Verification

Commands, run from the repo root:

```
pnpm -r --filter './packages/*' --filter '!@paperclipai/paperclip-runner' build
pnpm --filter ./packages/shared typecheck
pnpm --filter ./ui typecheck
pnpm --filter ./server exec tsc --noEmit
pnpm check:token-gates
pnpm --filter ./ui exec vitest run OnboardingWizard onboarding QuestionForm InteractionCard ProtocolCard TaskChatComposer Dashboard feature
PAPERCLIP_IN_WORKTREE=false pnpm --filter ./server exec vitest run onboarding-first-task heartbeat-process-recovery agent-hire-idempotency instance-settings agent-skills-routes issue-onboarding onboarding-greeting --testTimeout=90000
```

Results on this branch:

- Typecheck is clean for shared, ui, and server.
- Token gates: 4 of 4 clean.
- UI: 344 tests pass across 23 files.
- Server: all suites pass. The first test in `agent-skills-routes` has
its own 10 s cap and needs about 15 s on my laptop for the app cold
start. It passes with a longer cap. This PR does not change that cap.

Manual steps on a dev instance:

1. Open `/onboarding`. Confirm four steps: Name your organization,
Create your first agent, Connect a model, Review.
2. Finish the wizard. Confirm the first task shows the chief-of-staff
greeting and the opening card with two options. Confirm no run starts.
3. Pick "Interview me…". Confirm no run starts. Press Continue. Confirm
a run starts and an interview card of 3–4 questions arrives.
4. On a fresh organization, pick "I have a task in mind", type a task,
and press Continue. Confirm a proposal arrives as one confirmation card.
5. Turn on Settings → Experimental → "First task: propose with a plan
document" and repeat step 4. Confirm a plan document and a checkbox card
arrive.
6. Visit the dashboard after the hire. Confirm the wizard does not
reopen and one agent exists.
7. Open any question card. Confirm Cancel returns the plain composer
with the card still pending, Skip advances an optional question, and
Next moves to the next question.

Design reference with flow diagrams, chat mock-ups, and live captures:
https://pages.paperclip.ing/first-task-flow/proposed/

## Risks

- `pnpm dev` now builds the runner daemon because the Paperclip Runner
flag is on by default. Developers without a Rust toolchain must set
`PAPERCLIP_RUNNER_BINARY` or turn the flag off. Self-hosted instances
that never set the flag now let qualified agents use the runner.
- The wizard drops the mission steps and their saved-progress keys. A
user who is mid-wizard on an older build restarts at step 1 after an
upgrade. Existing organizations are not touched.
- The first task no longer runs on its own. A user who neither answers
the card nor types sees no agent activity. This is intended.
- The persona seed applies only to hires that carry the marker from the
wizard. API hires are unchanged.
- Hire idempotency is scoped to one run id and to the exact request.
Retries across runs, or with a changed payload, still create a second
agent. The lock is per server process, which matches how an instance
serves its API.
- Single-select question cards no longer submit on pick. Users of
adapters that relied on that behaviour now press Next.
- No database 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

- Claude (Anthropic) through Claude Code. `claude-fable-5-1` with
extended thinking, tool use, and code execution wrote most commits.
`claude-opus-4-8` wrote the toggle, texts, wizard, and idempotency
commits, as the `Co-Authored-By` trailers show.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-09-08 20:19:14 -07:00
Dotta e200104727
feat: review connection actions from tasks (#13063)
Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts.

Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests.

Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 19:37:13 -05:00
Dotta 2043e0c735
fix: repair runner configuration, macOS execution, and artifact galleries (#13062)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent adapters select a provider, a model, and a runtime.
> - Runner conversion rejected existing Claude agents. The model list
mixed providers.
> - The native Claude runner rejected custom models and could not launch
on macOS.
> - This pull request fixes conversion, model selection, and verified
macOS execution.
> - It also groups configuration fields consistently across adapters and
opens artifact images in the task gallery.
> - Operators can change an agent configuration and run the selected
model on their Mac.

## Linked Issues or Issue Description

**What happened?**

Converting an existing Claude agent to Paperclip Runner failed with a
Codex-only restriction. ACPX Claude showed unrelated models and required
`claude-sonnet-5`. Its native runtime rejected macOS. Configuration
mixed common model settings with process controls. Artifact cards
labeled “Open gallery” navigated to attachment URLs instead of opening
the task gallery.

**Expected behavior**

Conversion keeps agent identity and compatible settings. ACPX Claude
uses the normal Claude catalog and accepts typed model IDs. Codex uses
the native runner. The verified Claude runtime can launch on macOS ARM64
and x64. Common configuration sections place the same fields together
across adapters. Artifact images open in the shared task gallery with
navigation and downloads.

**Steps to reproduce**

1. Open the configuration of an existing Claude agent.
2. Convert it to Paperclip Runner.
3. Select ACPX Claude and a different catalog model or a typed model ID.
4. Save the agent and run a disposable task on macOS.
5. Inspect configuration and advanced run-policy controls across
adapters.

**Paperclip version or commit**

The bugs were reproduced on `165ca56a22adb60e5fda56045442d9c8498116a8`.
This branch was rebased onto `7ed122911`.

**Deployment mode**

Built from source. Local test-drive instance on macOS ARM64 with an
isolated database.

Related work: #11798 addresses unsupported ACP session options in the
existing adapter path. #13048 addresses working-folder preservation.
This change fixes native runner configuration and launch behavior.

## What Changed

- Remove the Codex-only conversion restriction. Preserve agent identity,
instructions, directories, credentials, and compatible model settings.
Reset incompatible sessions while retaining history.
- Show ACPX Claude and native Codex as distinct provider choices. Remove
ACPX Codex from advertised configuration. Normalize legacy
configurations before fresh runs without rewriting historical run
descriptors.
- Select model catalogs and cache entries by provider. Support refresh
and typed model IDs. Pass exact Claude IDs through session creation,
model changes, and recovery.
- Add verified macOS ARM64 and x64 Claude SDK snapshots. Bound
executable allocation and total snapshot size. Preserve package checks,
dependency isolation, process ownership, cancellation, and Linux
descriptor loading.
- Probe local runtime readiness. Report remote platform checks as
incomplete until the remote runner verifies its runtime.
- Surface actual model rejection and allow correction and retry.
- Repair missing ACPX goal-capability helpers exposed by the post-rebase
live test. Persist and restore the optional capability without breaking
session startup.
- Put Agent identity first and intentionally remove the Capabilities
editor, as requested. This is removal of UI editing, not relocation:
preserve existing capability metadata and API compatibility without
adding another editor. Use the themed select for configurable permission
modes, with normal text instead of monospace.
- Put model and provider under Adapter. Give environment variables their
own section. Fold command and arguments under Configuration. Fold
lifecycle, timeout, and interrupt grace under Advanced Run Policy. Hide
single-option permission controls.

- Open image and video artifact cards in the existing task gallery,
including cards in the artifacts panel. Chat attachment images use the
same gallery. Preserve standalone media previews and download links.

## Verification

- Rebased focused UI/API/database suites: 293 tests passed.
- Rebased native runtime and ACPX suites: 242 passed, 7 skipped.
- Repository typecheck, build, and token gates passed for the runner
changes. Gallery follow-up UI typecheck, build, and token gates also
passed.
- Follow-up UI suites passed (86 tests), packaging checks passed (14
tests), and the final focused runtime suites passed (126 passed, 7
skipped).
- Linux container isolation and lifecycle fixtures passed before rebase
(57 passed, 2 skipped). Rust ACPX provider-session tests passed after
rebase (8 tests).
- Browser tests completed actual Claude and native Codex tasks on macOS
ARM64. They covered conversion, catalog refresh, a non-default catalog
model, a typed `haiku` ID, save/reload, cancel, follow-up session
continuity, invalid-model errors, and recovery.
- Final-revision live tests completed a typed Claude task, a follow-up
with the same provider session, and a native Codex task on macOS ARM64.
- Browser tests confirmed the moved interrupt-grace field saves and
survives reload. Cross-adapter tests cover Claude, Codex, Gemini,
process, gateway, and schema forms.
- Full local run: 7,080 passed, 30 skipped, and two timeouts. Both
timeout suites passed on isolated rerun (84 tests); the failures were
the plugin login-worker exit diagnostic and the runner real-server
vertical slice.
- Final follow-up checks: 50 registry tests and 45 snapshot/installation
tests passed (6 platform-specific skips). Oversized executable rejection
is covered before allocation or reading; unsupported-platform tests
invoke the real installation probe.
- Runner head `ddb5101c483a297f74875ab96b3c66035b002d50`: all CI gates
green, including full runner verification, repository build, typecheck,
general/serialized server suites, browser tests, and canary dry run. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34286178670).
- Greptile: 5/5 on that runner head. All four review threads resolved.
Superagent, Socket, and Snyk checks green.
- After snapshot hardening, another real Claude task completed on this
Mac using the rebuilt runtime.

- Gallery follow-up: 148 focused tests passed, covering artifact
selection, shared attachment collections, deduplication, image/video
cards, standalone previews, downloads, and closing. Live browser
verification completed on the settings follow-up: artifact selection,
6-image pagination with wrapping, download action, and closing all
stayed on the same task URL. All checks passed on gallery head
`96136da58ff195bf6ca00b281eb3022ad12d7bd8`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34287987536).
Greptile returned 5/5 on that exact head with no unresolved threads.

- Final settings polish: 96 focused tests, UI typecheck/build, and token
gates passed. A real browser walkthrough verified readable permission
options, identity placement, Capabilities removal, and permission
save/reload. Original test-agent permission mode restored. All 31 checks
passed on final head `e46540d6bf32bfb0566dca16b2f4a75ba437618c`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34292797886).
Greptile returned 5/5 with no unresolved threads.

## Risks

- Capabilities intentionally has no editable UI field after this change.
Existing values remain readable and API-compatible; removing the field
does not erase stored metadata.

- macOS launch now copies verified package files into private snapshots.
The implementation must retain isolation and clean up snapshots on exit.
- Runtime provider or model changes reset the current session.
Historical runs remain available.
- The macOS x64 SDK executable digest was verified, but a live Intel Mac
run was not available. Linux verification used container fixtures, not a
real Claude task.
- Remote environment tests report a warning when only the platform has
been checked. They do not claim package readiness from the server host.

## Model Used

OpenAI Codex, based on GPT-6. The exact served model identifier and
context-window limit are not exposed in this session. Used reasoning,
repository inspection, code execution, Rust and TypeScript tests, and
browser automation.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites and both
timeout suites on rerun; full-run counts above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 19:10:09 -05:00
Dotta 7ed122911b
Add end-to-end session goals to Paperclip Runner
Add capability-aware slash-goal controls, durable provider goal state, PRP v2 negotiation, autonomous goal execution, and safe local session recovery. Integrate with current master, preserve provider session identity, and verify the browser goal/chat/replacement/clear workflow and unsupported-agent rejection.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 16:18:47 -05:00
Dotta e095b84dab
feat(connections): connect services from native task feeds (#13058)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use connections to reach external services.
> - A fresh native task can have no service tools installed.
> - The agent needs a way to discover services and ask the responsible
person for access.
> - This pull request brings the existing connection-intent flow into
native task execution.
> - The person can connect from the task, and the agent can continue
with updated tools.

## Linked Issues or Issue Description

**Subsystem affected**

Native runner tool authority, connection intents, task interactions, and
shared connection setup.

**Problem or motivation**

A task that needs an unconnected service cannot finish its work. Leaving
the task to configure access also loses context. A resolved request must
survive a restart and resume the correct agent once.

**Proposed solution**

Expose connection discovery and access requests as server-owned native
tools. Render a durable task card and use the shared setup dialog.
Persist outcome delivery and start a fresh provider session after access
is ready.

**Alternatives considered**

Sending the person to the Connections page adds navigation and does not
solve continuation. Polling for authorization consumes runs and can
create duplicate requests.

**Roadmap alignment**

This extends the existing connection-intent runtime and setup
experience. It reuses the shared access model and the native runner.

Related: #12345, #12347. The service-slug fix in #12906 is related but
separate. Companion evaluation PR:
https://github.com/paperclipai/paperclip-evals/pull/21.

## What Changed

- Expose `connections_search` and `connection_request` with server-bound
company, task, agent, and responsible user. Preserve the legacy entry
points.
- Discover catalog services and authorized custom connections. Check
installation, identity, health, and executable permissions before
reporting ready.
- Keep pending cards through ordinary messages. Reuse requests and
retire stale ownership. Put Connect at the right of Not now.
- Reuse the shared setup flow in a task dialog. Keep access additive and
default to the requesting agent. Recover from cancelled or blocked OAuth
windows with a new-tab fallback.
- Persist outcome delivery with an idempotent wake key. Resume in a
fresh session and recheck ownership before dispatch.
- Add native browser fixtures, offline Storybook states, server
contracts, and evaluation fixtures. Update guidance and documentation.

## Verification

- `pnpm build`: passed after replaying the change on current master.
- `pnpm -r typecheck`: passed.
- `pnpm check:token-gates`: passed.
- `pnpm --filter @paperclipai/ui build-storybook`: passed.
- New continuation-policy regression cases: 16 passed.
- Docker-backed PostgreSQL regressions passed for requester-only OAuth
access, assignment-only expiry, terminal expiry, and credential-free
setup metadata.
- Shared setup and task-card UI tests: 121 passed, including configured
MCP reconnect URL recovery and preserving user edits across refetch.
- Storybook browser checks: all 119 passed on the latest reconnect fix.
- `pnpm test:run`: 4,734 tests passed in the first server group, but
embedded PostgreSQL startup failures and resulting cleanup errors
prevented a complete local pass. All Linux CI lanes passed on the latest
reviewed commit. One external-object route test returned an unexplained
500 on the first run; it passed twice locally and the failed shard
passed on retry without code changes.
- Earlier feature-checkout evidence: three deterministic native browser
journeys passed, including restart delivery and an actual fixture tool
result. Legacy scripted coverage also passed. All 59 added stories were
inspected in light and dark themes.
- Live Notion testing recorded successful provider reads. The manual
test used a local-trusted instance. It does not prove
authenticated/cloud deployment or every provider journey.
- Native browser rerun reached the embedded PostgreSQL startup limit
before bootstrap, so the latest checkout’s full native browser journey
remains unverified. Both OAuth page/task regression cases passed against
isolated Docker-backed PostgreSQL 17. They verify no premature task
access, requester-only completion, additive retries, and reconnect
preservation.
- Applied both new migrations twice to isolated PostgreSQL 17. Foreign
keys remained intact, duplicate active delivery keys were rejected, and
failed delivery records did not block retries.

Reviewer path: start a fresh test drive, enable the native runner, use
an agent that can perform work directly, and ask it to summarize a
Notion page. Connect from the card, then verify the resumed provider
call and source-linked answer. The default test-drive CEO is instructed
to delegate, so it can introduce an unrelated hiring step.

## Risks

- Two additive migrations create durable deliveries and a partial unique
wake index. They are idempotent. The wake index can require a
maintenance window on large tables because migrations run in a
transaction.
- OAuth and continuation cross asynchronous boundaries. Tests cover
ownership changes, retries, additive access, and restart delivery; live
provider behavior still varies.
- The latest requester-scope fix has not yet been exercised through live
OAuth. GitHub, API-key, authenticated-user, and all recovery journeys
are not claimed as verified.

## Model Used

OpenAI GPT-6-based Codex assisted with implementation, tests, and review
using tools and code execution. The runtime does not expose the exact
model version, context window, or reasoning setting. Live evaluation
used `gpt-5.6-luna`; manual native testing used `gpt-5.6-sol`.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used and disclosed unavailable runtime
details
- [x] I have checked ROADMAP.md and confirmed this extends existing
connection work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the feature issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [ ] I have run all required tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 15:55:26 -05:00
Dotta 5128b4f323
fix(claude): default unset models to Opus 5 (#13055)
Resolve unset Claude models to Opus 5 across CLI and ACP execution, preserve explicit and provider-specific overrides, and show the default in agent configuration.

Verified 212 focused tests after merging master, UI typecheck and token gates, and all CI checks. Greptile reviewed the final head at 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 15:13:27 -05:00
Dotta ebaeba40ee
feat: simplify agent onboarding and configuration (#13011)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators create agents and configure their runtimes in the board
UI.
> - The old creation flow presents several choices and a large form
before an agent can start.
> - The existing onboarding controls already provide clear provider
connection steps.
> - This pull request uses those controls in a new-agent wizard and
organizes the full configuration pages.
> - Operators can connect, test, save, and assign a first task while
keeping the existing configuration tools.

## Linked Issues or Issue Description

Related: #10974. That earlier open PR also reorganizes agent
configuration. This PR follows the reviewed Storybook designs for agent
creation and the current configuration tabs.

**What existing behavior does this improve?**

Agent creation, provider connection, runtime tests, and full agent
configuration.

**Current behavior**

The creation dialog leads to a large manual configuration form. Provider
login controls differ from onboarding. Environment variables and secret
access appear in separate places.

**Proposed behavior**

Choose a name and adapter. Connect Claude or Codex through the existing
onboarding controls. Configure and test the runtime, save the agent, and
open a task dialog with that agent assigned. Use the same design on the
existing configuration tabs.

**Reason and benefit**

The first setup asks for fewer decisions. The full editor keeps
instructions, skills, runtime controls, secret access, permissions,
keys, and revisions available in clear sections.

**Breaking changes**

The board creation and configuration layouts change. The
test-environment API adds an optional, allowlisted `testCredentials`
field for one-shot probes. Database contracts stay the same. Native ACPX
tests now reject unsupported local platforms before a CLI login can mask
the runtime restriction.

## What Changed

- Added a new-agent wizard with numbered steps, adapter branding,
provider connections, editable model choices, runtime tests, and
confirmation.
- Added Codex app-server, Claude ACPX, and OpenCode runner choices.
- Stored API credentials through existing secret APIs and persisted
references in agent configuration. New setup keys are isolated from
credentials used by existing agents.
- Preserved external-agent invitations beside the wizard, including
optional messages, one-time prompts, and clipboard fallback.
- Added OpenRouter provider and secret bindings for Pi and OpenCode.
- Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi,
and Hermes. Cursor Cloud keys are saved as new organization secrets.
- Fixed Cursor Cloud repository field mapping, omitted empty remote
environment values, and added useful model and repository error
messages.
- Preserved complete MCP assignments when multiple valid profiles
contain more than 250 tools in total. Generated profiles retain exact
tool selectors.
- Added service branding and deployment-aware adapter choices. Cloud
setup offers Claude, Codex, and OpenCode; local native runners require
the experimental setting.
- Made the agent list responsive at intermediate widths.
- Applied the reviewed design to the real agent configuration pages.
Kept the instruction editor, skills, and existing mutations.
- Combined secret access and environment variables under one Save and
Discard action.
- Added interactive Storybook screens for setup, configuration,
confirmation, authentication, and test results.
- Fixed Pi provider-error parsing and thinking-effort persistence.
Native ACPX validates Linux x64 on the actual local, SSH, or sandbox
target.
- Redacted the complete transient probe-credential field from HTTP error
logs, including rejected provider names.

## Verification

- Current head `df0292fe6` has a fresh Greptile 5/5 review with no
unresolved findings. All 31 executed CI checks passed, including the
aggregate verification gate and all browser E2E shards. Storybook visual
regression is skipped by its workflow; the local Storybook build passed.

- Browser tests completed real assigned tasks with direct Codex, Claude,
OpenCode, Pi, and native Codex.
- Verified external-agent invitation generation and automatic prompt
copying in the live browser.
- Pi and OpenCode used an existing OpenRouter secret. Browser checks
covered save and reload, instruction edits, skill selection,
environment-variable Save and Discard, and assigned task creation.
- Invalid Claude API credentials remained on the connection step with an
error. A live Pi/OpenRouter invalid-key probe returned a provider
failure and left the user-secret inventory unchanged (zero entries
before and after).
- Full workspace typecheck and build passed after rebasing onto current
master. After review fixes, server and UI typechecks, token gates, and
the full build passed again. Storybook built successfully.
- All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter
regressions passed all 24 tests. Review regressions passed 69 server
tests and all 18 agent-list tests.
- The local full test command ran 6,971 general server tests
successfully. Editing review fixes during that long run caused nine
tests to use stale modules; fresh isolated runs passed. An unrelated
embedded-Postgres fixture hit the host shared-memory limit; its 15
affected tests passed when the fixture groups ran separately.
- Local workspace groups passed after rerunning 18 CLI tests
sequentially to avoid host database limits and parallel-load timeouts.
The local full command stopped at the general server phase, so
serialized server verification comes from the five passing CI shards.
- Browser testing at 390px confirmed that the agent action menu opens
and the page has no horizontal overflow. CI browser E2E shards passed.
- Review the `Onboarding / New agent` and `Agents / Configuration
refresh` Storybook groups. In the real app, create an agent, run its
connection test, save it, assign a task, and reload its configuration.

## Risks

- This changes the main agent setup and configuration UI. Regression
tests cover routing, persistence, secret bindings, and form actions.
- Native Claude ACPX requires Linux x64. Direct Claude works on macOS.
Remote checks execute a bounded platform probe and reject unsupported or
unverified targets.
- A native OpenCode task reached the provider context limit because of
its tool payload. Its provider connection test passed. Direct OpenCode
completed a task. This existing native execution limit is not fixed
here.
- Claude and Codex connection keys use the existing user-secret store.
Other runtime setup keys use distinct organization secrets. Existing
credentials are never rotated. Probes do not store entered keys. Failed
agent creation removes newly staged credentials.
- Cursor Cloud has not completed a live task. Its authenticated account
still needs GitHub repository access. The live run passed MCP
provisioning, remote environment validation, and explicit Auto model
selection before the repository prerequisite blocked execution.
- Generated runtime MCP profiles can exceed the public profile-edit
request limit. They still contain exact catalog selectors and preserve
permission boundaries.
- No database migration, dependency, lockfile, or workflow changes are
included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell
execution, and browser automation. The runtime did not expose the exact
model ID or context window size.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 14:22:32 -05:00
Dotta db85bf4b7a
fix(ui): simplify GitHub repository access controls (#13047)
## Thinking Path

> - Paperclip helps people manage AI agents and their connected apps.
> - GitHub permissions show which repositories an account can access.
> - The page adds an account dropdown and search above the repository
list.
> - These controls add clutter to a view meant to show the full access
list.
> - This change removes both controls and their filtering state.
> - People see all repositories directly, with the existing scrolling
and access controls.

## Linked Issues or Issue Description

Refs #12998.

**Current behavior**

GitHub permissions show an “All accounts” dropdown and a “Search
repositories” input above the repository list.

**Proposed behavior**

Show the full repository list directly. Keep the scroll limit,
repository links, private-repository icons, refresh button, and GitHub
configuration links.

**Reason and benefit**

Remove unnecessary controls from the access summary. Users manage
repository permissions on GitHub.

## What Changed

- Remove the account dropdown, search input, filtering state, and unused
imports.
- Rename the GitHub configuration button to “Add More Repos on GitHub”.
- Render every returned repository and simplify the empty-list message.
- Update the existing multi-account test and permissions documentation.

## Verification

- All 55 AppDetail tests passed.
- `pnpm check:token-gates` passed.
- Full `pnpm build` and `pnpm -r typecheck` passed. All 31 CI checks
passed on `cb9b8bb14a880d926393c62821265fbd2d8c5d31`. Storybook visual
regression was correctly skipped.
- Fresh Greptile review on the same commit: 5/5, with no unresolved
findings.

## Risks

Users can no longer narrow this list by account or search text. The list
still scrolls and shows each repository’s full owner/name. This change
does not alter GitHub permissions or credential selection.

## Model Used

OpenAI GPT-6 through Codex, with code editing and shell verification
tools. The exact model variant and context-window size are not exposed
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 checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 12:28:23 -05:00
Dotta be6bb768b1
fix(ui): restrict company navigation to accessible memberships (#13039)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board selects a company before it loads that company's inbox and
tasks.
> - Instance administrators can list companies where they have no
membership.
> - The board treated that directory as a list of companies the user
could enter.
> - This pull request gives navigation a list based on the existing
company access check.
> - Users can select their companies without landing on an inbox that
rejects their access.

## Linked Issues or Issue Description

Fixes #6090. Refs #4855 for the related account-recovery case; this PR
does not grant company membership.

**What happened?**

An instance administrator can select a company where they have no
membership. Its inbox then shows “User does not have access to this
company.” Company directory visibility and access to company contents
use different rules.

**Expected behavior**

Company navigation should show only companies the current user can
enter. A stored selection for an inaccessible company should fall back
to an accessible company. A direct link to an inaccessible company
should use the existing unavailable-company page.

**Steps to reproduce**

1. Create Company A and Company B with separate owners.
2. Sign in as an instance administrator who belongs only to Company A.
3. Select Company B through a stored selection or a link with its
prefix.
4. Observe that the board accepts the company selection, but
company-scoped requests return 403.

Related: #10524 lets cloud users enter additional companies where they
hold memberships. This fix preserves that access and excludes companies
where they have no membership.

## What Changed

- Added `scope=accessible` to `GET /api/companies`, using the existing
`hasCompanyAccess` predicate.
- Changed the board navigation list to request that scope. Instance
Access uses a separate unscoped, account-keyed directory so
administrators can manage all companies. Membership edits refresh
navigation.
- Reject empty, unknown, and repeated scope values with 400. Directory
loading errors offer a retry before access controls are shown.
- Added route tests for cloud, session, board-key, local trusted,
non-member, and agent access.
- Added client and component tests for navigation/admin request
isolation, grants outside the navigation list, self-membership refresh,
directory failure recovery, and forbidden administration.
- Updated the API guide and OpenAPI document.

## Verification

- Latest commit: 36 focused UI tests passed. The broader UI shard passed
all 281 files / 2,533 tests after correcting an asynchronous test
assertion.
- Server authorization and OpenAPI regression suites: 31 tests passed.
- UI typecheck and `pnpm check:token-gates`: passed.
- `pnpm -r typecheck` and `pnpm build`: passed after review fixes.
- Full local test runner: exercised the supported shards. Several
unrelated suites hit embedded PostgreSQL startup failures or startup
timeouts under local load. The UI regression issue found in the broad
run was corrected and its full UI shard passed. These local limitations
are not reported as a green full-suite result.
- [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/34233416473):
all checks green on `4e1698cd4` — all server and workspace test shards,
all browser end-to-end shards, typecheck/release registry, build, canary
dry run, policy, and Docker context integrity. Security checks also
passed.
- Greptile: 5/5 on the latest commit; both initial findings addressed
and all review threads resolved.

## Risks

- The UI now excludes companies visible only through instance
administrator status. Company membership continues to control access to
contents.
- Additional companies with active memberships remain available.
- The client and server changes must ship together. An older server
ignores the new query parameter and retains the previous behavior.
- No database migration or permission grant changes.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository inspection,
code editing, and test execution. The exact served model identifier and
context window are not exposed 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 checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 11:57:23 -05:00
Dotta b97101893f
feat(projects): select multiple GitHub source repositories (#13010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Projects give tasks a common source repository and execution
context.
> - The current project form asks for a raw URL and unrelated metadata.
> - Teams need to select several repos from GitHub connections they can
use.
> - This pull request implements the reviewed project form and
repository editor.
> - The server checks credential ownership and shared audiences before
discovery.
> - Existing workspace URLs and runtime identity rules remain
compatible.

## Linked Issues or Issue Description

**Problem or motivation**

Project creation accepts one raw repository URL. It does not help users
select repos from their usable GitHub connections or attach several
repos together.

**Proposed solution**

Add a shared GitHub repository picker to project creation and
Configuration. Support multiple selections, transactional persistence,
and the existing GitHub setup flow. Simplify the project form and
Configuration tab as reviewed.

**Alternatives considered**

Keep a raw URL field or add a separate repository table. The existing
workspace collection already supports several repositories and keeps
legacy URLs compatible.

**Roadmap alignment**

This builds on the shipped MCP Tool Gateway and Apps capability. It does
not change runtime credential delegation.

Related work: #11662 addresses the existing dialog's viewport limits.
#4552 addresses generic Git URLs; this change preserves those URLs in
existing workspaces.

## What Changed

- Add company-scoped repository discovery from usable personal and
shared GitHub grants, with provider-ID deduplication, PAT pagination,
and partial failure handling.
- Document the repository endpoints and board access requirements in
OpenAPI.
- Validate new selections and save projects with multiple repository
workspaces in one transaction. Preserve legacy URLs and existing
selections whose access was lost.
- Implement the reviewed Create project dialog, shared repository
editor, scrolling, and mobile layout.
- Move repositories above environment variables, remove Status and Goals
controls and env help paragraphs, move Created to the bottom, and
redirect Overview to Configuration.
- Reuse GitHub setup in dialogs, preserve project drafts, and verify
popup completion through the API.
- Replace the configuration story's DOM adapter with explicit production
composition. Keep the reviewed mobile and short-viewport stories.

## Verification

- Passed: `pnpm build`, `pnpm -r typecheck`, `pnpm build-storybook`, and
`pnpm check:token-gates`.
- Passed: focused repository access, database persistence,
configuration, and connection setup tests.
- Passed: `pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/project-repositories.spec.ts`.
- The browser tests use a real temporary server/database. They cover
create, forty persisted repos, mobile scrolling, save/reload, legacy URL
editing, and rejection without a partial project.
- GitHub responses and popup completion use deterministic fixtures. No
real GitHub account was authorized by the test suite.
- All CI general, serialized server, and browser test shards pass on the
final commit.
- The local full-suite run overlapped review edits and was stopped;
fresh repository, OpenAPI, UI/CLI, and connection tests pass. Unrelated
local worker, built-in-agent, and routine timing/socket failures passed
isolated reruns.
- Final commit `1b3308dca`: all CI gates pass, including build, runner
verification, typecheck, canary dry run, and security checks. Greptile
is 5/5 with no unresolved review threads.
- Storybook visual regression is opt-in and was skipped by CI; the
Storybook build passed locally.

## Risks

- Repository discovery depends on provider availability. Failed
connections are reported while successful results stay usable.
- Selections identify source workspaces; they do not grant agents new
credentials. The existing primary-workspace and responsible-user
identity rules still apply.
- No database migration is needed. Existing API status, goals, dates,
and manual workspace URLs remain supported.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, and browser tools. The runtime does not expose a more
specific model deployment ID or context-window size.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 08:21:28 -05:00
Dotta d8b9580531
fix(ui): debounce recent task ordering (#13007)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The recent tasks sidebar helps operators return to active and
completed work.
> - Task detail refreshes update the activity timestamps used to sort
that list.
> - Older responses can undo newer activity. Concurrent updates can move
rows repeatedly.
> - This pull request preserves the newest observed activity and
debounces row moves.
> - Operators can select a stable row while task text and live state
stay current.

## Linked Issues or Issue Description

**What happened?**
Recent task rows can repeatedly swap positions when two tasks receive
updates. Older detail responses can also move a task below another task
after a newer comment promoted it.

**Expected behavior**
Rows remain stable during an update burst. The final activity order
appears after one second of quiet. Old responses never reduce the
recorded activity time.

**Steps to reproduce**
1. Enable the streamlined UI and open multiple tasks.
2. Send alternating updates to two tasks in the recent list.
3. Observe row order while those updates arrive and while older detail
data refreshes.

**Paperclip version or commit**
Base commit: 1cc45086d.

**Deployment mode**
Board UI. The behavior is independent of the server deployment mode.

Related work: #12854 and #12746 introduced the current navigation.
#12314 is an earlier experimental sidebar proposal; this fix targets the
implementation already on master.

## What Changed

- Keep stored activity timestamps at their newest observed value in both
recording paths.
- Debounce activity-driven row moves for one second. Keep additions and
removals immediate.
- Keep detail query observers in a fixed order and resolve task text by
task ID.
- Add regression coverage for alternating updates, stale data,
additions, and removals.
- Document recent task ordering in the development guide.

## Verification

- Passed: 17 focused recent task tests.
- Passed: `pnpm check:token-gates`.
- Passed: `pnpm -r typecheck` and `pnpm build`.
- Passed: Greptile 5/5 on commit
`8861961de9aaa7e9a8184826bc5ce367450f9e8a`, with no review threads or
actionable findings.
- Passed: all 31 remote checks, including all general and serialized
test shards, browser tests, release verification, and build. The opt-in
Storybook visual check was skipped by policy.
- One unrelated concurrent artifact-document test failed on the first CI
attempt. Its 11-test suite passed locally, and the single CI retry
passed without code changes.
- The duplicate full local `pnpm test:run` was started; the completed CI
suite provides the full-suite result.
- Regression tests use fake timers to check that rows remain fixed
during alternating activity, text refreshes immediately, and the final
order appears after one second of quiet.

## Risks

- Continuous activity intentionally delays row moves until updates
settle. New and removed tasks still appear immediately.
- Storage format and server contracts stay compatible. No migration is
needed.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
editing, and test execution. The exact deployment model ID and context
window size are not exposed 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 checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-07 15:11:11 -05:00
Dotta 1cc45086d3
feat: use the responsible person's GitHub for shared agent operations (#13005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Several people can send instructions to the same agent and task.
> - A fixed GitHub token in the provider process can keep the first
person's access after another person's message is accepted.
> - Task ownership cannot select credentials for each accepted
instruction or preserve the identity of an operation already in
progress.
> - This pull request records ordered execution identity contexts and
resolves credentials when managed Git, gh, or GitHub tools start.
> - The benefit is automatic personal GitHub access for shared agents,
with durable continuation rules and no teammate credential fallback.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: orchestration, connection grants, database, runtime
adapters, native runners, and run details.

**Problem or motivation**

A shared agent must use the person whose instructions it has accepted. A
queued message must retain its author. A retry or approval without new
instructions must retain the originating identity. GitHub must remain
optional for ordinary work.

**Proposed solution**

Persist execution identity separately from task ownership. Give new
processes a run-scoped broker capability and token-free managed
launchers. Capture identity at operation start. Keep an explicit
dedicated-agent grant as an override. Show redacted diagnostics in run
details.

**Alternatives considered**

Per-task ownership, fixed provider tokens, and mutable repository author
configuration do not handle accepted steering or concurrent operations.
A manual account-selection action would add unnecessary setup to each
turn.

**Roadmap alignment**

This completes the existing Multiple Human Users, MCP Tool Gateway &
Apps, Secrets Manager, and Self-healing Runs capabilities. The
implementation follows the maintainer-approved plan.

Related work: Refs #12843, Refs #12907. Existing proposals #4618 and
#8945 cover per-agent or per-worktree author configuration. This change
instead follows the accepted human instruction across runtime types.
Refs #11831 for governed personal connection delegation; this change
preserves connection audience checks and does not use standing
delegation as a personal credential fallback.

## What Changed

- Add durable, ordered identity contexts and active run references.
Preserve message authors through consolidation, steering, retries,
delegation, approvals, routines, and restart.
- Add an authenticated operation-time GitHub credential broker and
local/remote managed git and gh launchers. Keep personal tokens out of
the long-lived provider process.
- Resolve GitHub gateway and server-side Git operations through the same
responsible-person or dedicated-grant selection rules.
- Make absent and unavailable GitHub credentials non-blocking at generic
startup. Clear host and prior-person credentials. Keep anonymous Git
access where supported.
- Add run-detail identity history and the dedicated-account warning.
Keep task ownership and queue-versus-steer decisions unchanged.
- Preserve personal OAuth declarations through connection edits. Retain
exact selected grants in the gateway.
- Fix continuation races found during real acceptance: verify a warm
owner before credential rotation, and wait for bounded durable runner
suspension before the next run starts.
- Make migrations replay-safe. Retain identity through agent/run
deletion, remove it with its company, and clean terminal launcher
directories before releasing execution environments. Document
coordinated release and rollback.

## Verification

- Full workspace typecheck, build, and token gates passed. The complete
local suite passed in its normal test groups: 17,120 passing tests,
including all 143 serialized server suites. After integrating the newly
merged runner API work, full local typecheck and build passed again,
along with 890 focused integration tests. All 31 checks on the
integrated revision passed, including build, browser E2E, release
registry, canary dry run, typecheck, security and all test suites.
Greptile is 5/5 with all review threads resolved.
- Current focused checks passed: 142 native executor tests, 67 runtime
lifecycle tests, 9 durable identity tests, 75 credential/routine tests,
19 low-trust/resumption tests, and the executable migration replay test.
- Authenticated browser acceptance with two Paperclip users and two
GitHub accounts on one shared native agent passed. Real commits and
pushes followed A → B accepted steering → queued A continuation in the
same saved conversation. GitHub commit author and committer identities
matched all three operations. Both runs succeeded and task ownership
stayed unchanged.
- Real GitHub MCP calls switched from A to B after accepted steering. A
delegated subtask retained its originating identity across a server
restart.
- Disabling B's GitHub connection left ordinary work successful. Managed
gh was unauthenticated and the provider had no inherited GH_TOKEN or
GITHUB_TOKEN.
- The browser displayed run-detail diagnostics and the exact
dedicated-account warning. A final controller-restart check followed by
another-person continuation retained the conversation, selected the
correct GitHub login and Git author, and removed each terminal launcher
directory.
- Company-lifetime migration and all five previously failing CI suites
passed locally (167 tests). Same-token gateway A → B → A and six
broker/launcher boundary tests passed.
- Remote callback, launcher, sandbox, and runtime contract tests passed.
Both native and legacy Codex completed actual Daytona executions on the
integrated revision ([campaign
results](https://github.com/paperclipai/paperclip/actions/runs/34155056509)).
The remote package-manager shim staging regression also passed locally.

## Risks

- Deploy the migrations, server broker, launchers, and runner artifacts
together. Existing processes finish with their original contract. New
managed processes need the broker endpoint for GitHub operations.
- Finish or stop new managed executions before rolling application code
back. Keep the additive schema and identity history during rollback.
- Scripts that require a persistent raw GH_TOKEN must use managed git,
gh, or GitHub gateway tools. Run capabilities authorize code executing
within that run to acquire its current identity; this is not
hostile-code isolation within one execution principal. Managed commands
prevent automatic credential carryover; arbitrary code deliberately
copying a credential is outside that boundary.
- Uncertain steering acknowledgement deliberately holds new credential
acquisition until reconciliation. Already-started operations retain
their captured identity.
- GitHub private access and provider outages can still fail the specific
operation that needs them. Dedicated grant failure does not fall back to
personal access.

## Model Used

OpenAI GPT-6 through Codex assisted implementation, review, shell
execution, and browser acceptance. The exact model variant and
context-window size are not exposed in this session. Tool use included
TypeScript and Rust tests, database integration tests, GitHub CLI, and
authenticated browser control.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-07 14:32:20 -05:00
Dotta f6a211479f
fix: share current CLI runtimes across sandbox adapters (#12994)
## Thinking Path

- Paperclip Runner needs its runtime preinstalled for fast sandbox
startup.
- Native and local adapters should launch one current CLI installation
per provider.
- An older global copy can shadow that installation, and exact native
compatibility pins must match it.
- Update the qualified releases and binary digests, expose shared CLI
entrypoints from the provider pack, and prefer the image-owned bin
directory.
- Keep dependency installation in the image build; task startup only
discovers, links, and verifies artifacts.

## Linked Issues or Issue Description

**What happened?**
Remote native startup rejected a stale global Codex, while CLI-only
images lacked runnerd entirely.

**Expected behavior**
An image-baked runtime starts without uploading binaries or installing
packages. All adapters share the same current provider CLI.

**Steps to reproduce**
Start a native remote task with the old global Codex and the updated
runtime available only under `/opt/paperclip-runner/bin`.

**Paperclip version or commit**
Discovery behavior at `54a99d884`.

**Deployment mode**
Docker with a remote sandbox.

## What Changed

- Prefer `/opt/paperclip-runner/bin`, then the user's local bin
directory, then PATH. Existing metadata and version validation remains
in force.
- Qualify Codex 0.153.4, OpenCode 1.18.29, and Claude SDK 0.3.263 / CLI
2.1.263. Update binary digests, TypeScript/Rust checks, registry
defaults, and the displayed OpenCode version together.
- Share Codex and Claude's native executable with the ACP bridges
through exact dependency overrides. Preserve the separately qualified
ACP bridge implementations and their security patches.
- Expose shared provider-pack CLI launchers; fail the pack build if
Codex ACP resolves a separate Codex installation. Update the eval
image's other agent CLIs to current stable releases and remove duplicate
global provider installs.
- Document the single-current-CLI policy in source comments and
development guidance. Latest stable releases are resolved at
review/build preparation and pinned; task startup never auto-updates.

## Verification

- Native-session and adapter-registry suites: 158 tests passed.
- Provider suites: 88 tests passed, 7 Linux-only checks skipped on
macOS. One existing macOS temporary-path alias assertion passed when
rerun with canonical `TMPDIR=/private/tmp`.
- Package-contract and OpenCode materialization tests: 11 passed.
- Full typecheck, build, and token gates passed. Rust
native-provider/recovery tests: 19 passed.
- Broad local suite: 5,974 passed, 23 failed, 41 skipped. Failures are
in unchanged macOS workspace/path/port and connection suites; focused
runtime tests pass. All latest-head Linux PR checks passed, including
the full test shards, typecheck, build, runner verification, browser
suites, and canary dry run.
- The standalone fleet image built with one current provider CLI each
and passed native Codex/Claude binary-integrity checks. A disposable
Daytona sandbox reported ready in 798 ms; its baked runner completed an
API-key `gpt-5.6-luna` turn in 2,430 ms and returned the expected marker
with a usage receipt. No runtime artifacts were uploaded or installed.
- The normal shared `codex exec` entrypoint also completed an API-key
`gpt-5.6-luna` turn in 2,321 ms.
- Both image builds verify the complete generated lockfile against a
reviewed SHA-256 before package installation or lifecycle execution.
Root lockfile changes remain CI-owned. Merge and rollout remain on hold
for operator review.

## Risks

- Updating provider CLIs changes their behavior for all adapters;
version probes and live native smoke testing are required before image
promotion.
- The image-owned directory takes precedence. Its entries must launch
the same shared CLI as the global PATH, not a private older/newer copy.
- Application qualification pins and the deployed image must move
together. No startup fallback installation is added.
- No schema or authentication-policy changes.

## Model Used

OpenAI GPT-6 (Codex). The session does not expose a more specific model
ID or context-window size. Used reasoning, repository inspection, code
execution, and browser 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-07 10:09:29 -05:00
Dotta 932ddb7b37
feat: browse GitHub repository access across organizations (#12998)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub connections give agents access to approved repositories.
> - One GitHub identity can use installations across several
organizations.
> - The permissions page linked to one installation and showed an
unfiltered list.
> - Users could not easily find another organization or inspect a large
selection.
> - This change adds account filtering, search, and access configuration
links.
> - Users can inspect repository access in one compact view.

## Linked Issues or Issue Description

Refs #12993. Related repository-catalog work in #11228 and #11234 was
checked. This change only improves the existing GitHub connection
permissions page.

**What existing behavior does this improve?**

The GitHub connection permissions page and its repository display
metadata.

**Current behavior**

The page links directly to an existing installation. The repository list
has no account filter, search, height limit, or private-repository
marker. Refresh access occupies a separate section.

**Proposed behavior**

Show all authorized repositories by default. Filter by account or
organization and search by name. Open GitHub's account chooser to
configure access across organizations. Show GitHub icons and
private-repository locks. Keep refresh beside configuration and limit
the visible list to about ten rows.

**Reason and benefit**

Users can find repositories across organizations and configure missing
access without creating another GitHub identity. Large repository lists
no longer fill the page.

**Breaking changes**

None. Repository display metadata gains an optional private flag. Older
snapshots remain valid and gain the flag after access refresh. No SQL
migration is required.

## What Changed

- Add an All accounts view, account filter, search, and empty states.
- Link both configuration controls to GitHub's app account chooser.
- Place an accessible refresh icon beside the configuration button.
- Keep the repository heading and list in one section.
- Add GitHub icons and private-repository locks.
- Cap the scrollable list at ten rows using a design token.
- Persist GitHub's private flag only when the provider returns a
boolean.
- Recover missing legacy app configuration from GitHub installation
metadata.
- Update tests and the GitHub connection runbook.

## Verification

- Focused tests passed: 54 permissions-page tests and four GitHub
metadata tests.
- UI and server typechecks passed before submission. Token gates passed.
- Browser checks verified account filtering, search, empty results, and
the configuration destination.
- The live list contained 40 repositories. Its final height was 272
pixels, which fits ten single-line rows with gaps. Scrolling retained
all rows.
- A live access refresh populated 30 private-repository lock icons from
GitHub metadata.
- Full workspace typecheck and build passed. The broad local suite
stopped in the general-server group with 18 failed files. Failures
include macOS temporary-path handling and embedded PostgreSQL startup.
That run also overlapped the legacy fix and retained a stale GitHub
module; the final focused run passed all 58 tests. Clean-runner CI is
tracked separately.
- Latest-head review is 5/5 with the legacy chooser finding resolved.
All CI checks passed on commit
`0ff2b63f348f5c87d8b7df6e43388f60f5d872d9`, including build, typecheck,
all test shards, browser tests, and canary dry run.

## Risks

- Older repository snapshots lack visibility metadata until refreshed.
Unknown visibility does not display a lock.
- The account filter lists authorized installation owners. Users add
other organizations through GitHub's chooser.
- Filtering changes only the displayed list. GitHub remains
authoritative for repository access.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) via Codex. Reasoning, code execution, and
browser tools were used. The exact context window size was not exposed.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-07 10:01:58 -05:00
Dotta bac60d9d31
fix: preserve GitHub sign-in and show connected repository access (#12993)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub connections give agents an account with selected repository
access.
> - Fresh local instances enroll with production Paperclip Cloud.
> - Enrollment could finish while the GitHub OAuth profile remained
disabled.
> - Setup then switched to a personal access token form without
explanation.
> - This change preserves sign-in intent and shows the connected account
and repositories.

## Linked Issues or Issue Description

Related: #12907, #12943, #12947. Existing open GitHub connection work
was checked. No duplicate was found.

**What happened?**

After Cloud enrollment, a fresh test-drive asked for a GitHub key.
Production did not advertise the managed GitHub profile. Staging did.
The permissions page also omitted the authenticated username and
repository names.

**Expected behavior**

Continue with GitHub OAuth when available. Explain unavailable sign-in
and allow retry otherwise. Show the GitHub username and complete
accessible repository list.

**Steps to reproduce**

Start a fresh test-drive. Choose GitHub and complete instance enrollment
while the Cloud GitHub profile is disabled. Open an existing GitHub
connection's permissions page.

## What Changed

- Preserve managed sign-in intent when the gallery omits its profile.
- Refresh the selected gallery entry on retry without resetting the
audience.
- Fetch all pages of GitHub installations and repositories.
- Store only repository IDs, full names, and installation IDs in grant
metadata.
- Show the GitHub username, repository list, management link, and
refresh action.
- Discard the repository snapshot after newer installation lifecycle
events. Preserve snapshots verified after delayed events.
- Lock and re-read grant metadata when applying installation events or
saving refreshed access. Patch only webhook fields for other events.
Reject snapshots if access changed during the external fetch, using
unique access revisions even when timestamps collide.
- Show repository installation recovery for managed OAuth even when the
app also offers an advanced PAT method.
- Update tests and the GitHub connection runbook. No SQL migration is
required.

## Verification

- Local typecheck, build, and token gates passed. All latest-head CI
gates passed, including the complete test matrix and browser suites.
Greptile is 5/5 with no unresolved findings.
- All 382 focused setup, permissions, metadata, service, and webhook
tests passed across final runs. One socket-hang-up test passed on rerun
with the full service suite. Final service, metadata, and webhook checks
passed all 230 tests.
- The broad local suite was stopped after failures. Seven
workspace-runtime exposure and control-conflict failures reproduce on
base commit `54a99d884`. The broad run also overlapped local iteration;
final focused tests and clean-checkout CI are tracked separately.
- Browser: a fresh production-backed instance completed enrollment,
retried after profile enablement, reached GitHub consent, recovered from
a missing installation, and completed OAuth.
- Browser: the permissions page showed the authenticated username and
the selected private test repository. A real `get_me` call returned the
same account. Reading the selected repository passed; reading an
unselected private repository failed with 404.
- Browser: a second fresh instance completed enrollment and OAuth
without a PAT form or unavailable state. Its username and repository
list survived reload and refresh. A real get_me call on the final code
returned the displayed account.

## Risks

- Repository names are now stored in company-scoped grant metadata and
shown with that credential. They are display data, not authorization
data.
- Large selections require more GitHub API calls. A failed later page
rejects the refresh rather than reporting a partial list.
- Older grants and webhook-invalidated snapshots require Refresh access
to load the list.
- Cloud profile enablement is separate deployment configuration. This PR
does not change OAuth scopes or GitHub App permissions.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) via Codex. Reasoning, code execution, and
browser tools were used. The exact context window size was not exposed.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-07 09:07:09 -05:00
Tonio ae03465ad4
fix(onboarding): drop the sign-in card's Cancel, and resume after Back (#12958)
The card carried a Cancel beside its instruction, directly above the step's own Back. Two ways out of one screen is one too many.

Removing it was only safe if returning genuinely resumed the running session, and writing the test for that disproved the premise: coming back started a second login rather than adopting the first, which the server's per-owner lease rejects. Cancel was not duplicative — it was the only way out of a login the customer could no longer reach.

The cause was the cache. The active-session read is a useQuery with no staleTime, so on the second mount it answered instantly from the first mount's cached null: isFetched was true, the resume effect concluded there was nothing to adopt, and autoStart began a new login while the refetch was still in flight. Both panels did it, and it was pre-existing on master. Both reads now refuse the cache, so the resume works and the removal is safe because of it.

Removing the button also stranded the chain behind it: handleCancel in both panels, the onCancel prop on AdapterLoginPanel, and the wizard's wiring. The panel chrome's own Cancel is untouched.

An abandoned login is collected on a five-minute timer (DEVICE_LOGIN_TIMEOUT_MS) with the reaper as the restart-safe backstop, and the lease is keyed on adapterType, so a source switch does not contend. Both covered by tests.
2026-09-07 00:20:31 -07:00
Dotta 856813ba3a
fix(connections): distinguish local setup from provider handoff (#12947)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give those agents access to external services.
> - Connection setup first asks who may use the credential.
> - Some providers need a local method selection before OAuth starts.
> - The Access button said it would open GitHub even when it opened
another local step.
> - This pull request names the actual next action and shows the
external arrow only for a provider handoff.
> - Users can distinguish local setup from leaving Paperclip.

## Linked Issues or Issue Description

Refs: #12943

The browser audit found a second, separate clarity problem. GitHub
showed "Continue to GitHub" twice: once to open its local method
selection and once to start OAuth. The first label promised the wrong
action. This change fixes that label without adding or removing a setup
step.

## What Changed

- Use "Continue" when Access opens another local OAuth setup step.
- Keep "Continue to <provider>" and the external arrow when Access
starts OAuth directly.
- Test GitHub defaults, pre-enrollment setup, direct Notion OAuth, and
dialog behavior.
- Document the two GitHub button actions.
- Preserve the external-handoff arrow in the direct-OAuth Storybook
fixture.

## Verification

- Targeted connection tests: 114 passed.
- `pnpm --filter @paperclipai/ui typecheck`: passed.
- `pnpm --filter @paperclipai/ui build`: passed.
- `node scripts/check-token-gates.mjs`: passed.
- `git diff --check`: passed.
- After the Storybook review fix: 100 connection-flow tests, UI
typecheck, token gates, and Storybook build passed; visually confirmed
the Gmail handoff arrow and local GitHub step labels.
- Actual test-drive browser: confirmed default personal identity and Any
agent; clicked Continue to the local method screen; switched PAT and
OAuth; returned to Access with selections intact; cancelled without a
duplicate connection.
- Live OAuth, local MCP identity, and a real staging sandbox task passed
during the audit. This patch does not change those paths.
- Full local suite has known unrelated macOS path/runtime test failures
from the audit. All CI passed on head
`936ce09f4e1faaf09f9fb778c2cd4c65c2a41972`, including typecheck, build,
all test shards, browser tests, and canary dry run. Greptile: 5/5; no
unresolved comments.

## Risks

- Low risk. This changes button text and an icon cue only. There is no
new schema, permission, consent, or credential behavior.
- Providers with multiple methods now say Continue before their method
screen. Direct OAuth providers keep their existing wording.

## Model Used

- OpenAI Codex assisted with code, tests, terminal checks, and actual
browser verification. The runtime does not expose the exact model ID or
context-window size, so those details are unavailable.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` /
`Closes: #` / `Refs: #` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted tests; full-suite
caveats above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-06 17:43:48 -05:00
Dotta d293dd3d14
fix(connections): refresh expired pending enrollment links (#12943)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed connections deliver credentials to an approved instance.
> - A self-hosted instance starts with a time-limited approval link.
> - The setup page cached that link and reused it after expiry.
> - This pull request lets the existing server choose a valid enrollment
link.
> - Users can recover without another setup step or a service restart.

## Linked Issues or Issue Description

Related: #12891 (one-time enrollment) and #12907 (sandbox GitHub
identity).
No duplicate open enrollment-recovery PR or issue was found.

**What happened?**

After a pending Cloud enrollment expired, Continue opened the same
expired
approval link. Cloud returned ENROLLMENT_NOT_AVAILABLE. Returning to
setup and
selecting Continue repeated the failure.

**Expected behavior**

Continue must ask the server for a valid enrollment. The server must
reuse a
live pending enrollment and replace an expired one. Existing approved
instances
must not need another approval.

**Steps to reproduce**

1. Start GitHub setup on a fresh self-hosted instance.
2. Start Cloud enrollment but leave it unapproved until the link
expires.
3. Return to step 2 and select Continue.
4. Before this change, the browser opens the expired link again.

**Paperclip version or commit**

Reproduced from master commit 05735b3d87.

**Deployment mode**

Fresh source test-drive instance, connected to staging Cloud.

## What Changed

- Always call the existing enrollment-start endpoint from Continue.
- Retain the server's expiry, pending-enrollment reuse, and concurrency
rules.
- Test both expired and future-dated cached enrollment responses.
- Document recovery from an expired unapproved link.

## Verification

- Five targeted connection suites: 150 tests passed.
- `pnpm check:token-gates`: passed.
- Live browser: reproduced the expired-link loop, then recovered with
this fix.
- Live browser: approved once, returned to step 2, connected GitHub
without a
restart or repeated Cloud approval, and ran GitHub MCP get_me
successfully.
- Separate new managed staging stack: connected without self-hosted
enrollment;
an actual Daytona task verified the responsible user's GitHub identity,
authenticated API access, both token variables, Git helper
configuration,
shallow clone/fetch, and author/committer metadata. No repository
writes.
- Repository-wide typecheck and build passed.
- The full local unit command is not claimed green: macOS temporary-path
  fixture failures, Linux `/proc` listener checks, and overlapping local
service-port tests affected the runs. The two isolated workspace-control
and
remote-profile suites pass unchanged with `TMPDIR=/private/tmp` (30
tests).
A further canonical-path run passed 216 of 220 tests; remaining failures
were in the unrelated runtime-exposure suite. Superseded full runs were
  stopped after exact-head CI completed successfully.
- Exact-head CI is green: all general and serialized test shards,
typecheck,
build, canary dry run, and all three browser shards passed. Storybook
was
skipped by its normal path filter. Greptile is 5/5 with no findings or
review
  threads. The PR is mergeable.

## Risks

- Low risk: one additional local API request before navigation when a
cached
  pending URL exists. The request already exists for first enrollment.
- Cloud remains the approval authority. This change does not extend link
expiry, bypass approval, change permissions, or change active
enrollment.
- No schema, Cloud service, dependency, or telemetry changes.
- The first sandbox agent guessed the wrong Paperclip API hostname when
reporting its result. Recovery succeeded with the supplied API URL. A
second
bounded task verified GitHub identity, reported its result, and reached
Done
in 36 seconds without recovery. No service change was needed for that
mistake.

## Model Used

OpenAI Codex. The runtime does not expose the exact model identifier or
context
window to this task. Used reasoning, source editing, shell tests, and
live
browser verification. No model version or window size is inferred.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-06 16:05:43 -05:00
Dotta 05735b3d87
fix(ui): show continuation actions in confirmation receipts (#12939)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task interactions let an operator approve completion or ask an agent
to continue.
> - The server stores the continue choice as a rejected completion
request so it can resume the same task.
> - The task feed ignored the configured action label and showed the
generic text `Declined request`.
> - The generic text made a successful three-turn continuation look like
a failed request.
> - This pull request keeps the server state and shows the action that
the operator selected.
> - The benefit is an accurate task feed for legacy Codex and Runner
Codex.

## Linked Issues or Issue Description

**What happened?**

A rejected confirmation always appeared as `Declined request`. The feed
did not use a custom rejection action such as `Continue work`.

**Expected behavior**

The resolved receipt and success toast must show the selected custom
action. Confirmations without a custom action must keep the current
fallback text.

**Steps to reproduce**

1. Create a completion confirmation with `rejectLabel` set to `Continue
work`.
2. Select `Continue work` and enter a continuation note.
3. Open the completed task feed.
4. Observe that the old UI says `Declined request` instead of the
selected action.

**Paperclip version or commit**

`539c9212f4b98e37643f5a8e3b603f1b5845b5d7`

**Deployment mode**

GitHub Actions Runner E2E with warm Daytona sandboxes.

## What Changed

- Show `Selected “Continue work”` when a rejected confirmation has that
custom action label.
- Use the same action-aware text in the success toast.
- Keep `Declined request` as the fallback for confirmations without a
custom rejection label.
- Make the legacy warm-turn prompt ask if the task is ready to complete.
- Require both warm Daytona matrix cells to show two continuation
receipts and no generic decline receipt.

## Verification

- `pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx
ui/src/lib/issue-thread-interactions.test.ts
ui/src/components/task-chat/TaskChatInteractionCard.test.tsx`
- `pnpm test:e2e:runner:unit`
- `pnpm test:e2e:runner:typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/ui build`
- `pnpm check:token-gates`
- Paid `daytona-warm-continuity` campaign: both three-turn cells passed
on attempt 1 ([workflow
run](https://github.com/paperclipai/paperclip/actions/runs/34052047946));
the downloaded evidence aggregates locally as 2/2. The trusted report
job did not publish because default branch `pnpm-lock.yaml` was
transiently behind its manifest.
- `pnpm typecheck` reached an unrelated `plugin-workspace-diff`
dependency type error after the current master manifest and lockfile
resolved different versions. The focused UI and runner checks pass.

## Risks

- Low risk. The database state and continuation behavior do not change.
- A custom rejection label now appears in resolved receipts and success
toasts.
- The paid warm Daytona suite has a stricter browser assertion.

## Model Used

- OpenAI Codex, GPT-5, with reasoning, tool use, and code 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked existing issues or described the issue in
this PR with the bug template fields
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal task
identifier
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated the relevant E2E fixture and assertions
- [x] I have considered and documented the risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-06 13:56:18 -05:00
Tonio 539c9212f4
fix(onboarding): keep the pasted code on screen, and make the auto-copy real (#12921)
The Claude card cleared its field the instant the paste was submitted, so the code appeared and vanished in the same breath and the seconds that followed had no feedback at all - it read as the paste having been dropped. The code stays now; the field is disabled and the step's button carries the status. Scoped to the onboarding chrome: the panel in the agent form stays open long after its login and has its own status area, so clearing is still right there.

The OpenAI card's auto-copy took its latch before the attempt rather than on success, so the first refusal was permanent - and the first attempt is the one most likely to be refused, since it fires while the card is still arriving. It also ran with an empty code on the paths where the row renders before the server's one-time prompt has a value, which wrote nothing and then said Copied! over whatever the clipboard already held. It now waits for the document to have focus, retries when focus returns, guards against a second attempt while one is in flight, and only latches once a write has actually landed.

The arc's question is a quarter larger, 36px to 45px, as a token with its own leading. paperclipai/paperclip-cloud#400 moves the signup wizard's matching heading by the same quarter - the two flows are pinned to each other on purpose.
2026-09-06 09:02:21 -07:00
Dotta 0c1e7504c0
fix(runner): persist warm Daytona workspaces across turns (#12904)
## Thinking Path

> - Daytona preserves a stopped sandbox filesystem, but deleting or
replacing a sandbox removes its only remote copy.
> - Warm reuse therefore improves latency but cannot be Paperclip's
durability boundary.
> - The host execution workspace must remain authoritative after every
successful turn, while same-run recovery must avoid overwriting
unexported remote work.
> - Result proposal, workspace export/merge, and terminal completion
need a durable, replayable ordering so a crash never starts a duplicate
provider turn.
> - A paid browser acceptance suite must exercise both legacy Codex and
Runner Codex for three real turns on one continuously warm Daytona
sandbox.

## Linked Issues or Issue Description

Refs #12901.

Runner Codex did not previously export successful Daytona workspace
changes back to the authoritative host workspace. That made warm reuse
depend on Daytona's remote filesystem and left deleted/replacement
sandboxes without a reliable reconstruction path. The existing paid
fixture also lacked a focused three-turn continuity case for both Codex
adapters.

## What Changed

- Persist versioned, atomic native workspace-sync descriptors and
durable seeds in `PAPERCLIP_HOME`, without credentials or a database
migration.
- Classify fresh, warm, replacement, and same-run-recovery workspace
preparation explicitly; ambiguous lease/root/digest evidence fails
closed.
- Finalize native workspace export/merge after semantic result proposal
and before run completion, with idempotent replay that never submits a
second provider turn.
- Surface legacy Codex workspace restoration failures instead of masking
them, while preserving an earlier provider error when both fail.
- Keep healthy reusable Daytona leases warm for legacy and native
adapters, stamp finalized workspace generations, and retain existing
cleanup behavior for per-turn or unhealthy leases.
- Preserve Runner Codex's provider process/session across warm turns,
including bounded post-terminal tail draining and exact authority
rotation.
- Add the exact paid `daytona-warm-continuity` matrix:
  - `legacy-codex × daytona × warm-three-turn`
  - `runner-codex × daytona × warm-three-turn`
- Drive all three turns through the browser, verify ordered file
continuity and stable lease/workspace/runtime identities, capture
per-turn timings, and delete the sandbox immediately after assertions.
- Document `pnpm test:e2e:runner -- --suite daytona-warm-continuity`; no
package script was added.

## Verification

- `pnpm typecheck` — passed, including migration safety (no migration
added)
- Focused server/runner Vitest coverage — 144 passed
- `pnpm test:e2e:runner:unit` — 114 passed
- `pnpm test:e2e:runner:typecheck` — passed
- `pnpm --filter @paperclipai/paperclip-runner test:codex` — 66 passed,
1 helper ignored
- `native-session-executor.test.ts` — 139 passed, including safe
fail-closed cleanup after remote runner identity capture failure
- Paid local browser acceptance, exact post-rebase Linux/amd64 runner
binary:
- Runner Codex — passed in 1.7m; 3 runs; lease outcomes `created,
resumed, resumed`; 10/10 matchers; cleanup passed
- Legacy Codex — passed in 2.7m; 3 runs; lease outcomes `created,
resumed, resumed`; 10/10 matchers; cleanup passed
- [Protected paid GitHub Actions
campaign](https://github.com/paperclipai/paperclip/actions/runs/34026735033)
against `7da42a91b95fa7fb2df126668ef7e37afb3b2b9d` — passed 2/2:
- Runner Codex — 3 runs; lease outcomes `created, resumed, resumed`;
evidence and cleanup passed
- Legacy Codex — 3 runs; lease outcomes `created, resumed, resumed`;
evidence and cleanup passed
  - Merge/enforcement, S3 history, and Pages publication jobs passed
- Paid result artifacts were scanned for both provider credentials;
neither secret was present.
- Current PR checks — 31 passed, 1 expected Storybook skip; Greptile
5/5; Superagent security scan passed
- `git diff --check origin/master...HEAD` — passed
- Confirmed no `package.json`, lockfile, migration, or SQL changes.

## Risks

- Workspace synchronization now sits on the terminal-success path, so a
remote export failure deliberately prevents false success. Retryable
state retains its lease/seed; loss of the only unexported remote copy
fails closed.
- Warm provider reuse has strict identity and quiescence checks.
Mismatched or ambiguous evidence blocks reuse rather than risking
concurrent provider work.
- The paid suite incurs Daytona and Codex cost only in the existing
protected scheduled/manual workflow and explicitly destroys its sandbox
after each cell.

## Model Used

OpenAI Codex with GPT-5 agentic reasoning, repository inspection, real
browser E2E execution, Rust/TypeScript test execution, and GitHub
Actions diagnostics.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked an existing issue or described the issue
in-PR
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name contains no internal ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have documented the dedicated suite invocation without adding a
package script
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green on the current revision
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the current revision
- [x] I will address all reviewer comments before requesting merge
2026-09-06 08:16:12 -05:00
Dotta 3796c6f259
fix(connections): project GitHub identity into sandbox runners (#12907)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed GitHub connections resolve a responsible user's or dedicated
agent's identity into an audited, run-scoped credential projection.
> - An enrolled instance could retain a hidden managed setup method
after Cloud stopped advertising it, producing a blank, disabled setup
step.
> - Native runner processes also dropped the resolved GitHub projection
before the provider shell, so `gh` and Git could not use the selected
identity in Daytona.
> - Daytona already provides the outer isolation boundary. Applying
Codex's inner Linux sandbox there both duplicated containment and failed
because nested user namespaces are unavailable.
> - This change repairs setup fallback, carries only the bounded GitHub
projection across each runner boundary, and allows only a
controller-selected managed sandbox transport to act as the outer
sandbox.

## Linked Issues or Issue Description

**What happened?**

An enrolled self-hosted instance could show a blank GitHub setup step
when its managed profile was unavailable. Separately, a native Codex run
in Daytona could resolve a managed GitHub connection on the Paperclip
host but lose it before the provider shell. Once projected, Codex's
nested sandbox failed before commands could run because Daytona does not
expose the user-namespace operation used by the inner sandbox.

**Expected behavior**

Setup must select an advertised customer method when the managed method
is unavailable. A Daytona run must receive the exact managed GitHub
identity selected for that run, support `gh` and HTTPS Git, and rely on
Daytona as its outer sandbox without weakening local or SSH execution.

**Steps to reproduce**

1. Enroll a self-hosted instance while Cloud does not advertise the
managed GitHub profile and open GitHub setup.
2. Observe the blank second step and disabled action.
3. Configure a native Codex agent with a Daytona environment and a
responsible-user GitHub grant.
4. Run `gh api user` or HTTPS Git from the agent shell.
5. Observe missing GitHub environment projection or nested-sandbox
startup failure.

**Paperclip version or commit**

The setup bug reproduces on `1dceee9a4`; the runner proof was developed
from the same branch and verified at the latest head below.

**Deployment mode**

Self-hosted Paperclip enrolled with Paperclip Cloud, using the Daytona
sandbox-provider plugin and native Paperclip runner.

## What Changed

- Wait for connector enrollment hydration, retain a hidden managed
method only while enrollment is needed, and otherwise select an
advertised customer fallback.
- Add a single bounded GitHub credential-environment projection for
`GH_TOKEN`, `GITHUB_TOKEN`, the process-only Git helper token, GitHub
commit identity, and at most 32 controller-generated Git config entries.
- Forward that projection through the durable controller, Codex
app-server transport, and Rust provider child without placing token
values in arguments or config.
- Allow Codex shell inheritance only for the exact projected GitHub keys
and enable provider network access only when the managed credential
exists.
- Derive outer-sandbox authority exclusively from a managed `sandbox`
transport; strip the same flag from configured, host, local, and SSH
environments.
- Define a named external-sandbox permission profile that Codex resolves
to `dangerFullAccess` for default-mode Daytona turns while plan mode
remains read-only.
- Add regression tests for setup fallback, credential projection,
local/SSH/sandbox authority separation, provider forwarding, and
permission-profile selection.

## Verification

- `pnpm exec vitest run ui/src/pages/apps/AppsConnect.test.tsx` — 96
passed.
- `pnpm exec vitest run src/drivers/codex/codex-security-config.test.ts
src/drivers/codex/app-server-transport.test.ts
src/control-plane/durable-prp-control-plane.test.ts` from
`packages/paperclip-runner` — 31 passed.
- Focused native-session executor tests — 3 passed.
- `pnpm --filter @paperclipai/paperclip-runner typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `cargo test --manifest-path
packages/paperclip-runner/runner/Cargo.toml --locked -p
paperclip-runner-core --lib` — 194 passed.
- Real Codex app-server configuration probe accepted
`paperclip-runner-external-sandbox` and reported
`sandbox.type=\"dangerFullAccess\"` while using the named profile.
- [Signed Daytona image
workflow](https://github.com/paperclipai/paperclip/actions/runs/33995270328)
built commit `86571f7997e7100e47bd131aac1f1e773112a0ce`; the isolated
environment was pinned to
`sha256:ecef21105f8de382d75787e59439d936be239b77ae74a31c8ed3a17cde39b023`.
- Live isolated Daytona proof passed: the three projected token
variables were non-empty and equal; the host-scoped Git credential
helper returned the same token without printing it; `gh api user`
resolved `cryppadotta`; authenticated `git ls-remote
https://github.com/paperclipai/paperclip.git HEAD` returned
`1dceee9a4e75b13456760bb54c752deb2dba1d79`; no repository mutation
occurred.
- The persisted 28,476-byte run log contains no GitHub token shape,
bearer header, credential-bearing URL, or private-key marker.
- Latest-head pull-request CI and reviews provide the remaining
full-suite gate.

## Risks

- This deliberately gives shell Git and `gh` access to the run's
resolved GitHub identity. It is the audited class-3 behavior required by
the GitHub connection design and is outside per-tool Ask-first controls.
- The credential source is the trusted broker projection, which
overwrites configured environment values. The helper is scoped to HTTPS
`github.com`, revalidates protocol and host, and never places its token
in command arguments, URLs, or files.
- Managed Daytona sandboxes become the containment boundary for
default-mode provider commands. Local and SSH targets retain the inner
Codex workspace sandbox, and plan mode remains read-only everywhere.

> 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, with reasoning, browser control, shell access,
and code execution. The product did not expose the context-window size.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-05 17:35:21 -05:00
Tonio be407f3456
fix(onboarding): hide the probe's diagnostics while the hire is in flight (#12902)
After a successful sign-in, a block of amber diagnostics flashed up and vanished as the step advanced. They are the identity and target INFO checks every environment test reports: they make the result a warn without blocking anything, and the step rendered any non-pass result, so they owned the screen for the window between the probe returning and setStep(5).

Gated on loading rather than the connect phase. A blocking result stops the hire and handleGiveHeartbeat clears loading in the finally after its early return, so a genuine block still shows its checks while a hire in flight shows none.

The button needed no change: step 4 forces the footer's loading to false and takes its label from connectCta, which reads Connecting for that whole window.
2026-09-05 10:08:28 -07:00
Nicky Leach 60469a08e0
feat(agent-login): resume an active login session and permit concurrent login terminals (#12861)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent authentication uses server sessions, plugin workers, and
browser login panels.
> - A page reload loses an active login session, and one worker permits
only one login terminal.
> - These limits cause lost work and prevent two owners from logging in
through one worker.
> - This pull request lets the browser resume active sessions and lets
workers serve concurrent login terminals.
> - The benefit is reliable login recovery with a bounded process-wide
route limit.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

It improves agent credential login recovery and concurrent login
terminal handling.

**Subsystem affected**

Cross-cutting (multiple of the above).

**Current behavior**

A page reload loses the active login session. A shared plugin worker
rejects a second login terminal.

**Proposed behavior**

The browser reads and resumes the owner's active session. A worker
supports multiple login terminal routes under a process-wide ceiling.

**Reason and benefit**

Owners keep login progress after a reload. Two owners can log in through
one worker without removing the route limit.

**Breaking changes**

None. The change adds owner-scoped read routes and changes login
terminal concurrency.

## What Changed

- Replace the single worker login route with maps keyed by host route
and worker session identifiers.
- Add a process-wide login route ceiling and release each reserved slot
on every exit path.
- Add owner-scoped active-session reads with consistent negative
responses and private cache control.
- Keep the device-login prompt while the session has an active public
status.
- Add a durable setup-token cancel fallback for a lost in-memory
session.
- Resume active sessions when the agent configuration or onboarding
panel mounts.
- Remove routine unmount cancellation and keep explicit Cancel behavior.

## Verification

- `pnpm --filter @paperclip/server test` — server route, service, and
plugin-worker-manager suites.
- `pnpm --filter @paperclip/plugin-sdk test` — worker RPC host suite.
- `cd ui && npx vitest run
src/components/AgentConfigForm.render.test.tsx
src/components/OnboardingWizard.test.tsx`.
- `cd ui && npx tsc -b`.
- `tests/e2e/onboarding.spec.ts` — reload during login.
- CI must pass on this pull request.

## Risks

The change affects agent authentication and the sandbox-to-host
boundary. Route cleanup must release every reserved slot. Owner checks
must prevent cross-owner session access. Tests cover route cleanup,
owner scope, reload recovery, and concurrent worker routes.

## Model Used

Codex, OpenAI GPT-5, tool use and code review support. The
implementation author owns the exact model details for the code changes.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR with the relevant issue-template
fields
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-05 10:03:13 -07:00
Nicky Leach ca9c17df60
test(ui): flush passive effects with React act in CompanySkills tests (#12878)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The user interface tests verify company skill installation flows.
> - The install-preview dialog sets state through passive React effects.
> - The local test helper flushed render work but did not flush passive
effects.
> - Timer hops did not guarantee that React completed those effects
before user actions.
> - This pull request delegates the helper to React act and removes the
timer hops.
> - The benefit is deterministic CompanySkills tests without a
product-code change.

## Linked Issues or Issue Description

**What happened?**

The CompanySkills install-preview dialog tests used a timer hop after
opening the dialog. The timer could run before React completed passive
effects. A later click then used stale dialog state.

**Expected behavior**

The test helper must flush passive effects before the test interacts
with the dialog. The tests must pass without a race between timer
callbacks and React scheduler tasks.

**Steps to reproduce**

1. Run the CompanySkills test file many times from the ui directory.
2. Observe intermittent failures that report an empty agent list or a
null slug.
3. Run the same tests with React act to flush passive effects.

**Paperclip version or commit**

Commit 834f33c31b.

**Deployment mode**

Local dev (pnpm dev).

**Installation method**

Built from source (pnpm dev / pnpm build).

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Database mode**

Not database-related.

## What Changed

- Delegate the local test helper to React act.
- Remove four setTimeout(0) hops that no longer provide synchronization.
- Keep all 29 tests and all product code unchanged.

## Verification

- Run npx vitest run src/pages/CompanySkills.test.tsx from ui/.
- Run pnpm --filter @paperclipai/ui exec tsc --noEmit.
- Confirm that the full CI suite passes.

## Risks

Low risk. The change affects one test helper and one test file. It
changes test synchronization only.

## Model Used

OpenAI Codex, GPT-5, with tool use and code review support. The exact
context window and reasoning configuration are not exposed in this run.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with Fixes: # / Closes #
/ Refs # OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub #NNN / github.com/paperclipai/paperclip URLs)
- [x] My branch name describes the change (for example test/...) and
contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge


Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-05 08:40:38 -07:00
Dotta 342c01fee8
fix(connections): simplify GitHub access details (#12893)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Connections show the identity and access that agents use
> - The GitHub permissions page showed several operational fields in one
large status card
> - That card made the repository actions harder to scan
> - A dedicated GitHub identity also named its agent without linking to
the agent
> - The permanent shell Git warning also competed with the controls it
explained
> - This pull request replaces the card with two compact action rows,
links the agent label, and reveals the warning only when an action
permission is changed
> - The benefit is a shorter page with direct navigation to the controls
that matter

## Linked Issues or Issue Description

Related: #12891

**What existing behavior does this improve?**

The GitHub connection permissions view.

**Subsystem affected**

`ui/` — React and Vite board UI.

**Current behavior**

The view shows installation, token, webhook, event, and refresh metadata
in a large card. The dedicated-agent text is not interactive, and a
shell Git warning is always visible even before the user interacts with
action permissions.

**Proposed behavior**

Show one repository-management row and one access-refresh row. Link the
dedicated-agent text to that agent. Hide the shell Git warning until the
user changes an action permission, then show it in the Actions section.

**Reason and benefit**

The two actions are easier to find. Users can open the dedicated agent
directly, and see the shell Git limitation at the moment it becomes
relevant.

**Breaking changes**

None. This change removes secondary display fields from this view. It
does not change GitHub credentials, grants, or API data.

## What Changed

- Replaced the GitHub status card with repository and refresh rows.
- Kept the token-backed all-repositories warning inside the repository
row.
- Added explicit labels for selected, all, mixed, and empty repository
access.
- Added a direct link from “Used only by” to the dedicated agent.
- Moved the shell Git/`gh` warning into the Actions section and reveal
it only after a permission-change attempt.
- Added render coverage for the rows, removed fields, links, actions,
and contextual warning.

## Verification

- `pnpm exec vitest run ui/src/pages/apps/AppDetail.test.tsx` — 50 tests
passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/ui build` — passed.
- `pnpm check:token-gates` — passed.
- Verified the live page initially hides the shell warning, then shows
it after changing an action permission; restored the test permission
afterward.

## Risks

Low risk. This is a display-only change. The existing management URL,
refresh action, and action-permission mutations are unchanged.

> 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-5.6-sol`, extended reasoning, tool use, code
execution, browser control, and multi-file repository editing. The
context window size was not provided.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-05 09:51:37 -05:00
Dotta 5da6499860
fix(connections): reuse one-time cloud enrollment (#12891)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Managed connections let agents use provider credentials without
exposing those credentials to the control plane UI
> - A self-hosted instance must first establish a trusted credential
destination with Paperclip Cloud
> - The GitHub connection flow repeated that trust decision before
provider consent
> - The local setup route also lost step 2 after enrollment and could
display the PAT identity defaults before enrollment
> - This pull request makes enrollment a one-time instance decision and
sends later provider starts directly to provider consent
> - The benefit is a shorter flow with one clear Paperclip approval and
no required service restart

## Linked Issues or Issue Description

Refs #12843.

Companion Cloud change:
[paperclipai/paperclip-cloud#391](https://github.com/paperclipai/paperclip-cloud/pull/391).

## What Changed

- Made `stage=setup` authoritative during initial route hydration and
enrollment return.
- Added a contained one-time enrollment screen with provider-specific
copy.
- Accepted a provider `authorizationUrl` from Paperclip Cloud only when
it matches the exact GitHub or Google OAuth endpoint.
- Preferred the direct provider URL while retaining the legacy
confirmation URL fallback.
- Preserved the company-bound identity and agent-access draft across the
full-page enrollment callback, including cold company-context hydration.
- Kept GitHub defaulted to “My GitHub account” and “Any agent,”
including before Cloud advertises the managed method.
- Updated GitHub identity and agent-access copy for responsible-person
and dedicated-agent behavior.
- Labeled the provider action “Continue to GitHub.”
- Added parser, routing, cold-hydration, access-restoration, visibility,
fallback, defaults, and copy tests.

## Verification

- `pnpm exec vitest run
server/src/services/paperclip-cloud-connector.test.ts
ui/src/pages/apps/AppsConnect.test.tsx` (114 tests passed)
- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- Live browser proof used a new data directory on `127.0.0.1:3117` and
the exact Cloud PR revision on staging.
- The fresh flow selected “My GitHub account” and “Any agent,” showed
one enrollment approval, returned to local step 2, and connected GitHub
without a second Paperclip confirmation or login.
- The connected screen showed one selected repository, a long-lived
token, installation metadata, a successful access refresh, and healthy
webhook delivery.
- Gmail on the same instance went directly to Google consent without
another Paperclip approval.
- Restarting the same data directory preserved enrollment. A second new
data directory required exactly one new approval.
- A final fresh-data-dir rerun selected a dedicated GitHub identity for
Ada before enrollment, approved the instance once, returned to step 2,
retained Ada after a Back check, connected directly through GitHub, and
finished with “Used only by Ada,” one selected repository, and a
long-lived token.
- Port 3100 remained untouched throughout the proof.

## Risks

- The new Cloud field is additive and restricted to the exact GitHub and
Google OAuth origins and paths, with no embedded credentials or URL
fragment.
- An older Cloud response still works through `confirmationUrl`.
- A self-hosted instance still requires one signed Cloud enrollment.
Managed Cloud instances do not render the enrollment screen.
- Provider authentication and consent remain mandatory after instance
enrollment.
- No schema migration is included in this pull request.

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

## Model Used

OpenAI Codex, `gpt-5.6-sol`, extended reasoning, tool use, code
execution, browser control, and multi-file repository editing. The
context window size was not provided.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-05 08:42:20 -05:00
Tonio a7ed22e3dd
refactor(onboarding): reconcile the arc column's width comment with its width (#12875)
The shell carried two comments arguing opposite things: the older made the case for a 64px inset and said 40px was too wide, the newer made the case for the 40px the code uses. The older one had also drifted from the code independently - it described 68px sides and a 424px column while the file used --sz-64px, a 432px column.

One comment now: 40px sides, a 480px column, the measure the connect sequence is drawn to and which the arc shares. The earlier objection is kept and marked untested, with a note that if step 1 or step 3 reads loose the fix belongs in those steps' content rather than the shared shell.

Comment-only; no behaviour change.
2026-09-05 00:32:48 -07:00
Tonio f2349990cc
feat(onboarding): the connect step's sign-in as one continuous sequence (#12863)
Picking a source starts the sign-in: the row collapses to the answer, the card opens where the credential link was, and the footer button walks Sign in -> Waiting for code -> Connecting before the step advances. Back unwinds it a beat at a time.

Nothing mounts to change layout - the card and the link are always rendered and their heights animate, with inert holding the a11y line - because a mount changes the page in one frame and no easing can smooth a step already taken.

Review fixes in the same branch: the displayed-code panel now reports its prompt upward (the OpenAI path could not leave the loading beat without it), the two-second hold is a cancellable beat rather than a dropped timer, unwinding a sequence that never opened a card no longer starts a login to cancel it, and the key field regains focus-on-open.
2026-09-04 17:48:16 -07:00
scotttong 5b56d430e9
feat(ui): refine core navigation and task detail (#12854)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The main navigation and task detail view are core operator surfaces.
> - Several controls used different hover states, popover layouts, and
spacing rules.
> - Recent task actions also needed a compact menu and correct inbox
archive behavior.
> - These differences made the interface feel inconsistent and caused
some content to look crowded or clipped.
> - This pull request aligns these surfaces with the Paperclip design
tokens and current interaction patterns.
> - The benefit is a simpler and more consistent operator experience in
light and dark modes.

## Linked Issues or Issue Description

**What happened?**

Profile and organization popovers used inconsistent layouts. Navigation
controls used different hover and selected backgrounds. Task warnings
and the composer could crowd nearby content. Archiving a recent task
could also remove it from more than the inbox.

**Expected behavior**

Popover menus should use the same compact visual language. Navigation
controls should share readable hover and selected tokens. Task detail
content should keep consistent spacing. Archiving should hide a task
from the inbox while keeping it in the task list.

**Steps to reproduce**

1. Open the main sidebar in light or dark mode.
2. Open the profile and organization menus.
3. Hover navigation items, the organization trigger, the profile
trigger, and the feedback flag.
4. Open a task with a warning banner and a long thread.
5. Use the recent task overflow menu and archive a task.

**Paperclip version or commit**

Reproduced on `master` before this branch.

**Deployment mode**

Local dev (`pnpm dev`).

## What Changed

- Rebuilt the profile and organization popovers with compact token-based
layouts.
- Matched organization popover width and alignment to the profile
popover.
- Unified sidebar hover and selected states in light and dark modes.
- Added a recent task overflow menu with rename, archive, and pause or
restart actions.
- Kept archived tasks in the task list while removing them from the
inbox.
- Improved warning banner and composer spacing in task detail views.
- Added and updated focused UI tests for the changed behavior.

## Verification

- `pnpm check:token-gates` passed.
- `pnpm --filter @paperclipai/ui typecheck` passed.
- The seven affected UI test files passed with 216 tests.
- `pnpm --filter @paperclipai/ui build` passed.
- GitHub CI passed the full build, typecheck and release registry,
general test, serialized server, canary dry-run, and end-to-end
matrices.
- Greptile reviewed commit `6e296be85` at 5/5 with no outstanding
actionable findings.

## Risks

- Risk is limited to sidebar presentation, recent task actions, and task
detail layout.
- The recent task archive action now follows inbox-only archive
semantics.
- No database schema or public API contract changed.

> I checked [`ROADMAP.md`](ROADMAP.md). This pull request does not
duplicate planned core work.

## Model Used

- OpenAI Codex, GPT-5.6. The model used high reasoning, tool use, and
code execution. The context window size was not exposed.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 16:15:21 -07:00
Dotta 0ffc091473
feat(connections): add durable GitHub identities and webhooks (#12843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents need source control access for repository work
> - A shared token cannot preserve the responsible person's identity or
an agent's dedicated identity
> - GitHub App tokens also need durable refresh, repository access
checks, and webhook delivery
> - Paperclip already has managed connections, encrypted grants, run
secret leases, and merge-confirmation behavior
> - This pull request extends those systems with GitHub identities
instead of adding a parallel credential system
> - The benefit is durable GitHub access with explicit identity,
repository, runtime, and webhook boundaries

## Linked Issues or Issue Description

No public GitHub issue describes this connection change. This
description follows the feature request template.

**Subsystem affected**

Connected Apps, connection grants, secret resolution, native Git runtime
setup, webhook processing, and the Apps UI.

**Problem or motivation**

Users need to connect GitHub once and let agents use the correct GitHub
identity. A run should use a dedicated agent account when one exists.
Otherwise, it should use the responsible person's account. The
connection must survive token expiry, repository access changes, and
temporary instance downtime.

**Proposed solution**

Add user-owned and agent-owned GitHub grants to the existing connection
model. Resolve one identity for MCP, Git, `gh`, health checks, and
webhook bindings. Store provider tokens in the existing encrypted secret
system. Refresh expiring token pairs under the existing lease and
compare-and-swap path. Register signed Cloud webhook bindings and
process normalized pull request and installation events through a
durable local inbox.

**Alternatives considered**

An organization-wide GitHub token would lose person and agent
attribution. Environment variables alone would bypass the managed
connection and grant model. A new GitHub-only credential store would
duplicate the existing secret and access systems. GitHub App
installation tokens and private-key custody remain outside this first
version.

**Roadmap alignment**

This change implements the Connected Apps direction. It also extends the
shipped MCP Tool Gateway, per-agent secret access, and
action-attribution systems. It does not add a repository catalog. The
open repository catalog work in
[#11234](https://github.com/paperclipai/paperclip/pull/11234) is related
and complementary.

## What Changed

- Added agent-owned connection grants and a per-agent credential policy
with company and subject constraints.
- Added a managed GitHub App method while keeping the personal access
token method as an advanced fallback.
- Added durable access-token and refresh-token handling with proactive
rotation and one automatic recovery after a provider `401`.
- Added GitHub identity and installation summaries without storing
repository-name lists.
- Added signed Cloud webhook binding, event lease, acknowledgement,
local idempotency, pull request merge processing, and installation
access handling.
- Added one identity resolver for MCP, native Git, `gh`, checkout,
health checks, and webhook bindings.
- Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a
`github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub
noreply commit attribution.
- Added personal and dedicated-agent setup choices plus identity,
repository, continuity, and webhook status in the Apps UI.
- Added schema migrations, tests, and connection documentation.

## Verification

- The current head is fully green in GitHub CI, including build,
typecheck, all serialized/general server shards, all browser shards,
policy, canary dry run, review, and security checks.
- Live staging proof completed with a non-expiring GitHub App user
token, selected-repository installation, repository add/remove refresh,
managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit
attribution, signed merged-PR webhook acceptance, durable
Cloud-to-instance delivery, and installation-access event processing.
Temporary branches and temporary repository access were removed
afterward.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed before and after the rebase onto
`origin/master`.
- `pnpm build` passed.
- The focused connector suite passed 285 tests after the rebase.
- The full stable suite passed 5,790 tests and failed 22 tests across 8
general server files. The failures reproduced as shared-runner
environment issues. They included `/tmp` versus `/private/tmp`, closed
database connections, and invalid high ephemeral ports. The focused
connection tests pass in isolation.

## Risks

- Migrations add agent grant subjects and a durable connection-event
inbox. Migration numbering and safety checks pass.
- A raw GitHub user token enters the agent process for Git and `gh`.
Per-tool Ask-first controls cannot limit those shell operations. The UI
warns users about this boundary.
- GitHub App user tokens can be non-expiring. Paperclip performs a
continuity check every 30 days, but provider revocation still requires a
reconnect.
- The webhook path accepts only signed and bounded payloads. It stores a
minimal normalized record and no raw provider payload.
- GitHub repository permissions remain authoritative. Removed access can
make a cached repository count temporarily stale, but runtime access
fails immediately.

> 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-5.6-sol`, extended reasoning, tool use, code
execution, browser control, and multi-file repository editing. The
context window size was not provided.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 18:02:52 -05:00
Michael Nguyen 77312ee2d9
feat(codex): add GPT-6 Astra support (#12851)
## Thinking Path

> - Paperclip is the open source app that people use to manage AI agents
for work.
> - The Codex local adapter supplies model metadata to the server and
the user interface.
> - OpenAI now lists `gpt-6-astra` as a supported Codex model.
> - Paperclip did not list this model or its model-specific controls.
> - This pull request adds the model through the existing adapter
metadata path.
> - The benefit is that agents and task overrides can use the exact
model ID and supported controls.

## Linked Issues or Issue Description

**Subsystem affected**

`packages/adapters` and `ui`

**Problem or motivation**

Paperclip does not expose `gpt-6-astra` in Codex model selectors.
Operators cannot select and save the model through the normal agent and
task forms.

**Proposed solution**

Register the exact model ID in the Codex local adapter. Use the adapter
as the source for the model-specific reasoning options. Preserve the
current default model. Forward the saved model, reasoning effort, and
fast-mode controls through both Codex execution lanes.

**Alternatives considered**

A user-interface-only model list would duplicate adapter metadata. A
model alias would not match the official model ID. Both options were
rejected.

**Roadmap alignment**

This is a small adapter compatibility update. It does not duplicate a
planned item in `ROADMAP.md`.

## What Changed

- Added `gpt-6-astra` to the Codex local adapter model registry and
fast-mode support list.
- Added the official Astra reasoning efforts: `low`, `medium`, `high`,
`xhigh`, `max`, and `ultra`.
- Used the adapter metadata in agent and task model selectors.
- Preserved supported effort choices when the model changes. Cleared an
effort only when the new model does not support it.
- Added tests for registration, user-interface selection, configuration
persistence, and CLI and ACP forwarding.

## Verification

- `pnpm exec vitest run packages/adapters/codex-local/src/index.test.ts
packages/adapters/codex-local/src/server/acp.test.ts
packages/adapters/codex-local/src/server/codex-args.test.ts
packages/adapters/codex-local/src/ui/build-config.test.ts
ui/src/lib/codex-reasoning-effort.test.ts
ui/src/components/AgentConfigForm.render.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/lib/issue-assignee-overrides.test.ts` passed 245 tests.
- `pnpm -r typecheck` passed.
- `pnpm check:token-gates` passed all four gates across 939 files.
- `pnpm --filter @paperclipai/ui build` passed and supplied isolated
user-interface build proof.
- `pnpm build` passed.
- `pnpm test:run` passed 5,812 tests and failed 24 workspace-runtime
tests in this isolated host. The failures use invalid generated ports
above 65,535, incomplete nested-worktree fixture configuration, or
`/tmp` path aliases. The focused tests for this change all pass. GitHub
CI must pass before review handoff.
- GitHub CI run `33918372718` passed all required checks and the
aggregate verify gate on exact head
`6ac6be2cee0a5996c82bdf674fcb7f46cb4c5fde`.
- Independent engineering review approved the exact remediation head
after 170/170 reviewer tests passed.
- Greptile reported 5/5 with no open review threads on exact head
`6ac6be2cee0a5996c82bdf674fcb7f46cb4c5fde`.
- The model ID and capabilities were checked against the [official
OpenAI Codex model list](https://developers.openai.com/codex/models).

## Risks

- Low risk. The change adds one model and model-specific selector
options. It does not change the default model.
- OpenAI can change model capabilities later. The adapter metadata must
stay aligned with the official Codex metadata.

> 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 with model ID `gpt-5.6-sol`, a 272,000-token context
window, reasoning, tool use, and code 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 11:50:04 -10:00
Dotta bf95a7eae2
fix(ui): stabilize active-run steering queue (#12834)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue detail page shows a live agent run and accepts follow-up
instructions.
> - A follow-up must stay in a stable queue until the user sends,
reorders, or removes it.
> - Native runners can receive a steering event in the active run.
> - Legacy runners must interrupt the active run and start a follow-up
run.
> - The current UI moved comments between the queue and the transcript
and could show duplicate text or ambiguous chronology.
> - This pull request makes the queue projection durable, keeps each
message in one clear place, and labels when queued input was actually
steered or delivered.
> - The benefit is predictable steering with stable ordering, no
duplicate messages, and visible causal timing.

## Linked Issues or Issue Description

Refs #11374.
Refs #12591.

**What happened?**

During an active run, a new follow-up could first appear as a transcript
bubble and then move into the steering queue. After a steer or remove
action, it could appear again. Progress text could also repeat the final
response text. Once consumed, a queued bubble displayed only its
original submission time even though it moved to its later causal slot,
and a native run split by steering looked like two unrelated runs.

**Expected behavior**

An active-run follow-up must appear in the queue immediately. A native
steer must move it once into the active run. A legacy interrupt must
move it once into the follow-up run. A removed item must stay removed.
Progress text that is identical to the final response must appear once.
Consumed follow-ups must show both queue and steer/delivery times, and
post-steer native segments must identify themselves as continuations of
the same run.

**Steps to reproduce**

1. Start a long-running task.
2. Send two or more follow-up messages while the agent is active.
3. Reorder the messages and remove one message.
4. Send the first queued message as steering.
5. Observe the queue and transcript during and after both runs.

**Paperclip version or commit**

The problem reproduced on commit `da1e40302`.

**Deployment mode**

Local development with the embedded database.

## What Changed

- Project queued comments into the steering well for native and legacy
live runners.
- Send native steering to the active run and use interrupt-and-follow-up
for legacy runners.
- Keep optimistic queue order stable across refreshes and roll back
failed actions.
- Remove discarded comments from the transcript cache and keep them
removed when the queue becomes empty.
- Collapse only the final progress occurrence matching the durable
response, including across steered transcript segments.
- Show `Queued … · Steered …` for same-run input and `Queued … ·
Delivered …` for successor-run input at their causal positions.
- Label settled and live post-steer segments `Continued after steering`
and time them from the steer boundary.
- Add regression tests for queue display, steering, fallback interrupt,
reorder, remove, rollback, duplicate text, causal timestamps, and
live/settled continuation headers.

## Verification

- Ran the final focused steering/chronology UI suite with 233 passing
tests.
- Ran the activity-service regression suite with 5 passing tests.
- Ran the broader queue-focused UI suite with 298 passing tests before
the final chronology refinement.
- Ran `pnpm -r typecheck` successfully.
- Ran `pnpm build` successfully.
- Ran `pnpm check:token-gates` successfully.
- Tested native steering in a real browser with a 90-second baseline
wait and a three-second steering correction.
- Confirmed that the old final response did not appear before the
steered response.
- Tested three queued messages in a real browser.
- Confirmed that reorder changed delivery order and that the removed
message was never sent or shown again.
- Tested a legacy runner in a real browser.
- Confirmed that it used the interrupt fallback and showed the follow-up
once.
- Reloaded a saved mixed-steer/successor-run thread and confirmed the
causal timestamps and continuation header render in the correct
positions.
- The complete macOS suite reaches five unrelated platform assertions in
workspace-runtime tests. Two compare `/var` with `/private/var`. Three
require Linux `/proc` listener data. GitHub Actions provides the
authoritative Linux run.

## Risks

- Low risk. The change is limited to issue-chat queue projection and
transcript presentation.
- The server run-history API adds only a read-only `contextIssueId`
projection; the database schema does not change.
- Optimistic actions restore the prior UI state when a request fails.

## Model Used

- OpenAI Codex with GPT-5, extended reasoning, browser automation, shell
tools, and code 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 12:54:00 -05:00
Dotta af3023f1e3
fix(runner): repair paid provider startup paths (#12769)
## Thinking Path

> - Paperclip manages AI agents that perform work.
> - Paperclip Runner connects durable task runs to local provider
processes.
> - The full-stack paid matrix exposed failures after the runner
integrity repair.
> - Verified JavaScript entrypoints lost their relative module graph
when Linux executed them through descriptor paths.
> - Returned provider startup errors also remained pending and became
indeterminate after recovery.
> - Sparse Codex tool lifecycle events lost the `write_document`
identity before task transcript projection.
> - This pull request repairs those three boundaries and makes the
structured-question fixture deterministic.
> - The benefit is repeatable provider startup, exact failure replay,
and correct inline Plan placement.

## Linked Issues or Issue Description

Refs #12721 and #12700.

**What happened?**

The paid runner matrix failed ACPX and OpenCode startup before provider
session creation. The runner journal then replaced the original startup
error with an indeterminate recovery result. Native Codex saved a Plan
but rendered it only as a fallback card. A legacy Claude waiting reply
could also echo the reserved terminal marker before the answer arrived.

**Expected behavior**

Verified JavaScript providers must start from immutable
descriptor-backed artifacts. Returned startup failures must persist as
terminal failed command results. Native tool lifecycle updates must
preserve the `write_document` boundary. Pre-answer fixture output must
not contain the reserved terminal marker.

**Steps to reproduce**

1. Run the local provider cells in the Runner Full-Stack E2E workflow.
2. Observe ACPX and OpenCode fail during `session.open` before provider
execution.
3. Observe recovery report `execution_indeterminate` instead of the
original startup error.
4. Run the native Codex Plan cell and observe the fallback Plan card
after the tool activity row.
5. Run the legacy Claude structured-question resume cell and observe an
early marker echo in waiting prose.

**Paperclip version or commit**

`0f9452101740835ce0b1488a204bf48acd5bafc3`

**Deployment mode**

Local development with the paid GitHub Actions acceptance workflow.

## What Changed

- Bundle the ACPX sidecar and OpenCode proxy as self-contained Node ESM
entrypoints before hashing and verified descriptor launch.
- Anchor ACPX dynamic provider package resolution at a
controller-derived provider-pack root and keep that root out of the
provider child environment.
- Persist executor-returned startup errors as redacted durable failed
command results while retaining indeterminate recovery for true process
death.
- Coalesce sparse native tool items by stable ID so a late
`write_document` name, input, and result reach the transcript boundary
once.
- Forbid the structured-question fixture from spelling or announcing its
reserved terminal marker before the user answers.

## Verification

- Rust and TypeScript regression tests cover durable failed replay, true
crash ambiguity, bundle closure, package-root derivation, environment
filtering, exact Codex tool lifecycle coalescing, and prompt
determinism.
- Local execution is intentionally limited to formatters and static diff
checks. GitHub Actions will run tests, type checks, builds, and security
checks.
- After ordinary CI is green, scoped paid cells will validate one ACPX
launch, one OpenCode launch, native Codex Plan projection, and legacy
Claude structured resume before a complete matrix rerun.
- Prior failing matrix:
https://github.com/paperclipai/paperclip/actions/runs/33682434315

## Risks

- Bundling changes the bytes covered by provider launch hashes.
Provider-pack generation already hashes the final built files.
- ACPX still loads qualified provider packages dynamically. The
controller supplies a normalized package root, while existing version,
digest, path, and descriptor checks remain active.
- Durable `failed` is terminal. Replays return the same redacted result
and do not execute the provider effect twice.

> 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 based on GPT-5 with agentic reasoning, repository
inspection, code editing, Git, parallel subagents, and GitHub Actions
coordination. The exact deployed snapshot and context-window size are
not exposed to this task.

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked related public work or described the bug in
this PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [ ] I have run tests locally and they pass (intentionally deferred to
GitHub Actions)
- [x] I have added or updated tests where applicable
- [x] No documentation change is required for this runtime repair
- [x] I have considered and documented the risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-04 07:58:44 -05:00
Dotta 27622c156a
fix(ui): recover expired Cloud tenant sessions (#12826)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud serves each tenant through a browser session and an
HttpOnly cookie.
> - A parked tenant tab can outlive that tenant session.
> - The active SPA then receives a tenant-session 401 from its API calls
and shows the internal error code.
> - A page reload already enters the secure Cloud document and OIDC
handoff and keeps the requested tenant route.
> - This pull request detects only the two Cloud tenant-session 401
codes and starts that existing handoff once.
> - The benefit is that an expired tenant session recovers without
exposing tokens or showing temporary API errors.

## Linked Issues or Issue Description

**What happened?**

A Paperclip Cloud tenant tab can stay open after its HttpOnly tenant
session expires. The next API request returns `401
tenant_session_required` or `401 tenant_session_invalid`. The SPA shows
the internal error code in the full page or in sidebar data consumers. A
manual page refresh clears the error.

**Expected behavior**

The tenant tab must enter the existing Cloud session handoff when an API
request reports an expired tenant session. The handoff must keep the
current route and query. The UI must not show the internal
tenant-session error code.

**Steps to reproduce**

1. Open a Paperclip Cloud tenant route.
2. Keep the SPA open until the tenant session expires.
3. Let the page make an API request.
4. Observe the tenant-session 401 in the page or sidebar.
5. Refresh the page and observe that the existing Cloud handoff restores
the session.

**Paperclip version or commit**

The problem reproduces on `master` at commit `b5f862376`.

**Deployment mode**

Paperclip Cloud tenant deployment.

## What Changed

- Added one tenant-session recovery coordinator for exact top-level
Cloud error codes.
- Reloaded the top-level document once and shared one pending promise
across concurrent failures.
- Applied recovery before normal error handling in the shared API
client, auth API, and health API.
- Applied the same recovery to direct audit CSV exports and provider
trace downloads.
- Preserved ordinary self-hosted 401 behavior and avoided automatic
mutation replay.
- Added tests for exact detection, concurrent failures, auth-session
behavior, health bootstrap, and direct-fetch behavior.

## Verification

- `pnpm exec vitest run --config vitest.config.ts
src/lib/tenant-session-recovery.test.ts src/api/client.test.ts
src/api/auth.test.ts src/api/health.test.ts src/api/heartbeats.test.ts
src/api/audit.test.ts` from `ui/` — 30 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — the changed UI tests passed, but the full local
macOS run also hit existing failures in untouched server worktree and
temporary-path tests.
- GitHub verification — 30 checks passed, no checks failed, and the
Storybook job was intentionally skipped because this PR has no visual
changes.
- Greptile — 5/5 on `fbba29a2f`, with no open findings.

## Risks

- Low risk. Detection requires HTTP 401 and one exact top-level Cloud
error code.
- The recovery promise intentionally stays pending because document
navigation replaces the active SPA.
- If the Paperclip ID session has also expired, the existing Cloud
sign-in flow remains authoritative.
- This change does not modify APIs, cookies, token lifetimes, database
state, or Cloud server code.

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

## Model Used

- OpenAI GPT-5 Codex. The agent runtime identifies the model as GPT-5.
The context-window size is not exposed. Reasoning, repository editing,
shell execution, test execution, and GitHub CLI tool use 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 07:29:14 -05:00
Tonio b5f8623761
feat(onboarding): the API key field is the same card as the sign-in (#12820)
Flipping "Use API key instead" changed the shape of the connect step
rather than its content: #12801 redrew the sign-in as a borderless
12px-radius card with 44px rows, and the key field stayed a bordered
`rounded-md` box with a 28px control tucked to the right. Two visual
languages in one canvas, one toggle apart.

The field's own note already argued against exactly that — the two are
alternatives to one question and have to read as two answers, not two
kinds of thing. The reasoning held; only its target moved, and matching
by restating measurements is what let it drift.

It composes `OnboardingLoginCard` and the shared row input now, so there
is nothing left to keep in sync. The environment variable takes the slot
the sign-in cards use for their sentence, in mono, still answering what a
paster cannot answer for themselves: where this step will put the key.

Supporting changes: `instruction` widens to `ReactNode`, and the row
input's classes move to an exported `onboardingCardInputClass`.

The tests pin the sharing rather than the appearance — the two inputs
carry the byte-identical class string, and the key field's shell is the
same element the sign-in renders. Both fail against the old bordered box.
2026-09-04 00:00:39 -07:00
Michael Nguyen 2a5aa5e213
feat(ui): viewer=full document deep link opens the maximized side pane (#12812)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents ask humans for decisions through approval cards, and a chat
gateway plugin can forward those cards to Slack with an "Open task"
button
> - The button opens the bare task page; to read the document under
approval, the reviewer must click four more times (open the side pane,
open the Artifacts tab, open the artifact, maximize the pane)
> - Approvals are the highest-frequency human touchpoint, so each
removed click matters
> - This pull request adds a `viewer=full` option to the existing
`#document-<key>` deep link; the link now opens the target document and
maximizes the side pane
> - The benefit is one-click access from an external notification to a
full-size reading surface for the document under approval

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The issue page already supports `#document-<key>` deep links. They open
the document in the side pane, but at the pane's default width.

**Current behavior**

An external link cannot request the maximized (full-size) document view.
A reviewer who follows an approval notification must maximize the pane
by hand each time.

**Proposed behavior**

`#document-<key>&viewer=full` opens the document and maximizes the side
pane. Plan documents open in the Plan tab, maximized. Mobile keeps the
full-screen sheet. Unknown `viewer` values are ignored, so old links and
new links stay compatible in both directions.

**Reason and benefit**

Chat notifications about approvals can now land the reviewer directly on
a full-size view of the document they must read. This removes four
clicks from every approval review.

**Breaking changes**

None. The parameter is optional and additive. Links without it keep
today's behavior.

## What Changed

- `ui/src/lib/document-annotation-hash.ts`: parse and build an optional
`viewer=full` parameter in document hashes.
- `ui/src/lib/issue-document-deep-link.ts`: thread a `maximize` flag on
properties-pane routes; the continuation-summary route is unchanged.
- `ui/src/context/PanelContext.tsx`: add a one-shot panel maximize
request (`requestPanelMaximize` / `clearPanelMaximizeRequest`).
- `ui/src/components/PropertiesPanel.tsx`: the resizable panel host
consumes a pending request once it is visible and laid out, then clears
it.
- `ui/src/pages/IssueDetail.tsx`: request the maximize on the desktop
deep-link path only; mobile keeps the sheet.
- Tests for all of the above.

## Verification

- `cd ui && pnpm typecheck` — clean.
- `cd ui && pnpm vitest run src/lib/document-annotation-hash.test.ts
src/lib/issue-document-deep-link.test.ts
src/components/PropertiesPanel.test.tsx` — 31/31 green.
- New cases cover: `viewer` parse/build round trip, unknown values
ignored, maximize routing for document and plan tabs, a pending request
consumed on mount, and a request held while the panel is hidden.
- Manual check: open an issue with `#document-<key>&viewer=full` in the
URL; the pane opens on that document, maximized. Remove the parameter;
the pane opens at its normal width.

## Risks

- Low risk. The parameter is optional; no data, schema, or API changes.
- The maximize request lives in React context as a one-shot flag. It is
cleared on first consumption, so a stale request cannot re-maximize the
pane on later navigations.
- If a link carries `viewer=full` on a web build older than this change,
the parameter is ignored and the document still opens.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic. Agentic coding session
with extended thinking and tool use (file edits, shell, test runs).

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-09-03 20:27:25 -10:00
Devin Foley 54dd0f4868
feat(agents): grant new agents hire permission by default (#12814)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent permissions control which agents can create or hire other
agents (`canCreateAgents`)
> - Today only CEO-role agents get this permission by default; every
other agent starts without it
> - Teams that want agents to delegate and build out their own teams
must flip the toggle on each hire, and most operators want delegation to
work out of the box
> - This pull request makes `canCreateAgents` default to enabled for new
standard-trust agents, while low-trust agents keep a disabled default
> - The benefit is that agent teams can grow without per-agent
permission toggling, while low-trust containment and checkout protection
stay intact

## Linked Issues or Issue Description

Related (not fixed by this PR): #8064 also decouples an authority from
`agents:create`.

**Subsystem affected**

Server agent permissions (`server/src/services/agent-permissions.ts`),
authorization (`server/src/services/authorization.ts`), the shared
`agentPermissionsSchema` validator, and the UI trust-preset helper.

**Problem or motivation**

New agents cannot hire other agents unless an operator enables
`canCreateAgents` on each one. Only CEO-role agents get the permission
by default. This blocks delegation-by-default workflows. Operators must
toggle the permission for every hire.

**Proposed solution**

Default `canCreateAgents` to `true` for newly created agents. Apply and
persist the default at creation only. Stored rows without an explicit
value stay fail-closed at read and enforcement time. Keep the default at
`false` when the agent's permissions record marks it low-trust (the
`low_trust_review` preset or a trust boundary). Explicit values always
win. Decouple `tasks:manage_active_checkouts` from `canCreateAgents` so
the default-on flag does not let a peer agent write over another agent's
checked-out issue.

**Alternatives considered**

Granting the default only at the route layer would leave stored rows and
enforcement out of sync. Keeping the checkout authority coupled to
`canCreateAgents` would void the active-checkout write protection once
the flag is default-on. A per-company setting adds configuration surface
without a clear need; explicit per-agent overrides already exist.

**Roadmap alignment**

Governance and trust-preset work already separates standard-trust from
low-trust agents. This change follows that line: capability by default
for standard trust, containment by default for low trust.

## What Changed

- `normalizeAgentPermissions` now takes a `create`/`stored` context.
Creation writes get the new default: enabled unless
`permissionsImplyLowTrust()` detects the low-trust review preset or a
trust boundary. Stored rows without an explicit value normalize to
disabled (fail-closed). The role parameter is gone.
- `agentPermissionsSchema` no longer injects `canCreateAgents: false`
when the field is omitted. The server-side default applies instead.
- `authorization.ts` normalizes raw agent rows for `agents:create`, so
enforcement matches what the API reports for legacy rows.
- `tasks:manage_active_checkouts` no longer rides on `canCreateAgents`.
CEO role, explicit grants, and the manager chain remain the paths.
- `agents:create` is denied outright inside any resolved low-trust
execution context (agent, project, issue, or run policy). The default-on
flag can never reach the legacy creator allow there.
- The UI trust-preset helper sets `canCreateAgents: false` when an agent
is switched to the low-trust preset, instead of carrying the old value
forward.
- `doc/CLI.md` describes the new default for `teams install`.
- Tests pin the default matrix (standard, low-trust, explicit overrides)
on the server and in the UI helper.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-permissions-service.test.ts
src/__tests__/agent-permissions-routes.test.ts
src/__tests__/low-trust-red-team-routes.test.ts
src/__tests__/authorization-service.test.ts` — 143 tests pass.
- Broader sweep: 18 suites that touch `canCreateAgents` (hire,
pending-approval, teams catalog, portability, built-in agents,
plugin-managed agents) pass locally.
- `cd ui && npx vitest run src/lib/trust-policy-ui.test.ts
src/components/TrustPresetSection.test.tsx src/pages/NewAgent.test.tsx
src/pages/Agents.test.tsx` — passes.
- Typecheck is clean for the changed files in `packages/shared`,
`server`, and `ui`.

## Risks

- Behavioral shift: agents created after this change persist
`canCreateAgents: true` unless low-trust. Pre-existing agents keep their
stored value. Legacy or malformed permission records without an explicit
value stay fail-closed at read and enforcement time; they never gain the
authority retroactively.
- Low-trust runs can no longer create agents at all, even when the agent
carries an explicit `canCreateAgents: true`. Before this change, that
combination could hire. The red-team suite and a new authorization test
pin the denial.
- Narrowing: a non-CEO agent with `canCreateAgents: true` loses implicit
`tasks:manage_active_checkouts`. The manager chain and explicit grants
still provide it. This narrowing is deliberate; without it, the
default-on flag would let any peer bypass active-checkout write
protection.
- No migrations. No API shape changes. Low-trust defaults are covered by
the red-team regression suite.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic — via Claude Code CLI
with extended thinking and tool use (code search, editing, 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-03 23:26:51 -07:00
Devin Foley c38b59484c
fix(ui): remove the Account badge and version line from the account menu (#12818)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI has a sidebar account menu that opens from the user's
name in the lower left
> - The menu header shows an "Account"/"Local" badge and a "Paperclip
<sha>" (or "Paperclip v<version>") build line next to the user's
identity
> - These labels add noise to the header and repeat information that is
available elsewhere: the email line already shows the sign-in state, and
the opt-in "Server" debug section in the same menu shows the running
commit
> - This pull request removes the badge and the build line so the header
shows only the user's name and email
> - The benefit is a cleaner account menu that shows only identity
information

## Linked Issues or Issue Description

No existing issue. Related: #9637 (closed) added the source-sha
rendering that this PR removes from the menu header. Description follows
the enhancement template:

**What existing behavior does this improve?**

The sidebar account menu popover. Its header shows the user's name, an
"Account" or "Local" badge, the email, and a build identifier line
("Paperclip <short sha>" with branch/commit links for source builds, or
"Paperclip v<version>" for release builds).

**Current behavior**

The popover header mixes identity information with deployment and build
metadata. The badge and the version line take space and do not help
daily use.

**Proposed behavior**

The popover header shows only the user's name and email. Build
information stays available in the "Server" section at the bottom of the
same menu when the server-info debug view is enabled in experimental
instance settings.

**Reason and benefit**

Less visual noise in a menu that users open often. No information is
lost: sign-in state is clear from the email line, and the running commit
remains visible through the server-info debug view.

**Breaking changes**

None. The `SidebarAccountMenu` components no longer accept the
`serverGit` and `version` props; both call sites in the two `Layout`
variants are updated in this PR.

## What Changed

- `ui/src/components/SidebarAccountMenu.tsx` and
`SidebarAccountMenu.production.tsx`: remove the "Account"/"Local" badge
and the full version block (source-build branch/commit links and the
release-version fallback); drop the now-unused `serverGit`/`version`
props, the sha-parsing helper, and the `Badge` import
- `ui/src/components/Layout.tsx` and `Layout.production.tsx`: stop
passing the removed props at all four call sites
- `ui/src/components/SidebarAccountMenu.test.tsx`: delete the
source-build sha test; the sign-out test now pins that the popover
contains neither "Account" nor "Paperclip v"
- `ui/storybook/stories/navigation-layout.stories.tsx`: stop passing the
removed `version` prop in the account-menu story

## Verification

- `pnpm vitest run ui/src/components/SidebarAccountMenu.test.tsx
ui/src/components/Layout.test.tsx` — 36 tests pass
- `tsc --noEmit` for the `ui` package passes
- Manual: open the app, click your name in the lower left. The popover
header shows only name and email.

## Risks

- Low risk. UI-only removal with no data or API changes.
- Users who relied on the header sha to identify a source build must
enable the experimental server-info debug view to see the running commit
in the same menu.

> 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

- Claude (Anthropic), Claude Fable 5, model ID `claude-fable-5`,
extended thinking enabled, via Claude Code CLI with tool use (file edit,
shell, test runner)

## 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-03 23:26:08 -07:00