Commit Graph

489 Commits

Author SHA1 Message Date
Nicky Leach 6019e2bd6e
feat(adapter-utils): carry binary bodies and attachment routes over the HTTP/2 sandbox bridge (#12923)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip runs agents in local and remote sandboxes through adapter
utilities
> - The HTTP/2 sandbox bridge decoded every body as UTF-8 text and
rejected non-JSON content
> - This stopped agents from uploading or downloading issue attachments
through that bridge
> - This pull request carries raw bytes, permits the two attachment
routes, and enforces a shared body limit
> - The benefit is correct attachment transfer with a process-wide
memory guard

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The HTTP/2 sandbox bridge forwards request bodies between an agent
sandbox and the Paperclip host. It now supports binary bodies and the
issue attachment routes.

**Current behavior**

The bridge decodes each body as UTF-8 text. It returns HTTP 415 for
content types outside the JSON route list. An agent cannot upload or
download an issue attachment through this transport.

**Proposed behavior**

The bridge carries raw bytes through the forward path. It permits the
attachment upload and content routes. The queue transport and file
gateway keep their existing route behavior. A shared 10 MiB body limit
and process-wide byte reservation protect memory use.

**Reason and benefit**

Attachment clients need byte-preserving transfer. The shared limit keeps
the gateway and host aligned. The reservation prevents concurrent
streams from exceeding the accepted process memory ceiling.

**Breaking changes**

The HTTP/2 bridge accepts two attachment routes and permits binary
content. The queue transport and file gateway keep their previous route
lists and HTTP 415 behavior. No schema or external endpoint changes.

## What Changed

- Carry request and response bodies as raw bytes through the HTTP/2
bridge.
- Permit attachment upload and attachment content routes on the HTTP/2
bridge only.
- Raise the resolved per-body limit to 10 MiB and share it between the
gateway and host.
- Reserve body bytes before allocation and release each stream
reservation on every terminal path.
- Document the body limit, process ceiling, and reservation behavior.

## Verification

- Run `pnpm exec vitest run
packages/adapter-utils/src/http2-bridge-server.test.ts
packages/adapter-utils/src/execution-target-sandbox.test.ts
packages/adapter-utils/src/sandbox-callback-bridge.test.ts`; 226 tests
pass.
- Run `pnpm --filter @paperclipai/adapter-utils typecheck`; it passes.
- Run the direct server TypeScript check with `tsc --noEmit` in
`server/`; it passes with zero errors.
- Verify multipart upload and binary download round trips over HTTP/2
without corruption.
- Verify the queue transport and file gateway return HTTP 415 for the
same routes.
- Verify the host rejects bodies over the resolved limit.
- Verify a denied reservation returns HTTP 503 and allocates no copy.
- Verify stream cleanup releases reservations after completion, error,
abort, timeout, and close.

## Risks

The bridge now accepts larger bodies and binary content. The
process-wide reservation limits total live body bytes to 1 GiB. Route
behavior changes only for the HTTP/2 bridge. The security review found
no blocking issue for this commit range.

## Model Used

OpenAI Codex, GPT-5. The runtime used tool calls and code execution. The
runtime did not expose the context window size. No model-generated code
changes were made for this pull request.

## 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 14:18:12 -07:00
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 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 3ad494aacd
fix(adapter-utils): preserve legacy sandbox PATH with managed GitHub (#13051)
## Thinking Path

> - Paperclip lets people manage AI agents and their work.
> - Remote agents need both their installed tools and managed GitHub
credentials.
> - The GitHub launcher replaces a missing remote PATH with a small
system path.
> - Legacy images install agent CLIs outside that path, so those agents
cannot start.
> - This pull request preserves the remote toolchain and puts managed
GitHub commands first.
> - Command checks now use the same environment as execution.

## Linked Issues or Issue Description

Refs #13005. Related: #10239 fixes a separate Cursor environment path
issue.
Searched open issues and PRs for sandbox PATH and GitHub launcher
changes. No duplicate of this launcher fix was found.

**What happened?**

A remote Claude or Codex run passes command discovery, then fails with
`command not found` and exit code 127. Managed GitHub launchers use only
their own directory and `/usr/local/bin:/usr/bin:/bin`. This drops NVM
and other toolchain directories from the sandbox path.

**Expected behavior**

Agent CLIs remain available on legacy and current sandbox images.
Managed `git` and `gh` still resolve first and use the responsible
person's credentials.

**Steps to reproduce**

1. Use a sandbox whose agent CLI is installed in an NVM or other
non-system bin directory.
2. Start an agent run with managed GitHub launchers and no explicit PATH
override.
3. Observe that command discovery succeeds but the agent command exits
with code 127.

**Paperclip version or commit**

Observed on `b97101893f0926f57ed0ce9ef1f8d3e4780c62c2`. The same
launcher behavior remains on the base commit `be6bb768b`.

**Deployment mode**

Hosted server with remote sandbox execution. The shared launcher also
supports SSH targets.

## What Changed

- Read the remote target's effective PATH when no remote override is
set. Do not copy an inherited controller PATH.
- Prepend the managed launcher directory and retain the combined path in
shell startup files.
- Stop startup if path discovery fails. Frame the response so login
banners cannot contaminate PATH.
- Pass the sanitized launch environment to sandbox command checks,
installation, and the second check.
- Add real shell tests for legacy and current CLI layouts, quoted paths,
managed GitHub command execution, explicit overrides, SSH, and failure
cases.
- Document the remote path contract.

## Verification

- Four focused adapter utility suites passed: 153 tests.
- The regression suite passed: 13 tests, including the Linux stdin
handling fix.
- `pnpm --filter @paperclipai/adapter-utils typecheck` passed.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed.
- The regression suite fails on the unchanged base revision (12
failures, 1 pass) and passes with this change (13 passes). The baseline
ran in an isolated scratch copy.
- Full local test coverage was attempted using the official CI shards.
The run was stopped after macOS Postgres shared-memory exhaustion and
CLI timeouts under load. The affected server database suite passed in
isolation (31 tests), as did the five affected DB/CLI suites (89 tests).
- [Full Linux
CI](https://github.com/paperclipai/paperclip/actions/runs/34258333833)
passed on `4e1426f5b`: all general and serialized test shards, all
browser shards, typecheck and release registry checks, native runner
verification, application build, and release canary dry run.
- Greptile scored the latest commit 5/5 with no unresolved findings.
- Shell tests use isolated local fixtures and make no provider or model
requests. No live sandbox qualification is claimed.

## Risks

- Remote startup adds one bounded path query when no explicit override
exists. A failed query stops startup.
- Explicit remote path overrides still control which tools are
available. Invalid overrides now fail the command check earlier.
- Credential selection and GitHub broker policy are unchanged. Tests
verify managed wrappers stay first and can invoke underlying commands.
- No database migration or sandbox image replacement is required.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository editing, and
terminal tools. The exact serving 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>
2026-09-08 12:56:42 -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
Jannes Stubbemann 5752d6bd93
fix(heartbeat): block runs on a stuck sandbox plugin and re-enable errored bundled plugins at boot (#12957)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents run inside environments. A sandbox environment gets its
sandbox from a provider plugin (for example the bundled
`paperclip.kubernetes-sandbox-provider`), and every run starts by
acquiring a lease through that plugin.
> - When a plugin activation fails once (on a hosted deployment: one
`RPC call "initialize" timed out after 15000ms`), the loader calls
`markError`. That persists `status = error` on the plugin row and
switches off worker auto-restart. Boot activation (`loadAll`), the
bundled-plugin bootstrap and the lazy worker recovery all consider only
`ready` plugins, so the plugin stays in `error` across restarts until an
operator enables it by hand.
> - Every run that needs the provider then fails before dispatch with
`Sandbox provider "kubernetes" is installed via plugin "...", but that
plugin is currently error.` That message matches neither the retryable
classifier (`... but its worker is not running`) nor any configuration
classifier, so the run is recorded as a plain `setup_failed`, the issue
is released, and the scheduler dispatches the same failing run again on
the next tick. On the hosted deployment one company produced about
11,300 identical failed runs, one every 30 seconds, for a week (#12953
is a customer's report of the same condition).
> - Two gaps cause this: the heartbeat treats a condition that only an
operator can change as a transient setup failure, and the bundled-plugin
bootstrap never gives a plugin in `error` another chance even though the
bundle ships with the release image.
> - This pull request classifies the "installed but not ready" lease
failure as `configuration_incomplete`, so the existing recovery path
moves the issue to `blocked` with one recovery action and an actionable
notice; and it re-enables a bundled plugin found in `error` once per
boot, so the next server restart heals the plugin.
> - The benefit is that a stuck provider plugin surfaces as one blocked
issue per task with clear next steps, instead of an endless stream of
identical failed runs, and a restart repairs the plugin without an
operator having to know the plugin API.

## Linked Issues or Issue Description

- Refs #12953 — hosted report: "that plugin is currently error" on every
run for six days, including runs that were retried by hand. This PR
stops the retry loop (issue goes to `blocked`) and makes a server
restart re-activate the bundled plugin. It does not change how a managed
Kubernetes environment is provisioned for a company, which the same
report also mentions.
- Related PR: #9760 pauses the agent for the permanent `Adapter "..." is
not in the configured adapter registry` setup failure. This PR handles a
different permanent condition (plugin not `ready`) and routes it through
the existing `configuration_incomplete` recovery path (issue-level block
with a recovery action) rather than an agent-level pause, because the
gap is on the plugin, not on the agent. The two do not overlap in code
paths.
- No existing issue covers the bundled-plugin re-enable. Bug
description:

**What happened**

A bundled sandbox provider plugin went to `status = error` after one
failed activation. It stayed in `error` across every later server
restart. Every run for every agent on that provider failed lease
acquisition in under a second with `... but that plugin is currently
error.` (`setup_failed`), and the heartbeat kept dispatching new runs
that failed the same way.

**Expected behavior**

A run that fails because its provider plugin is not `ready` is recorded
as a configuration gap and the issue is moved to `blocked` with a notice
that names the plugin and its status, so no further runs are dispatched
until an operator acts. A bundled plugin left in `error` gets a fresh
activation attempt on the next boot.

**Steps to reproduce**

1. Install a sandbox provider plugin and create a sandbox environment
that uses it; make it an agent's default environment.
2. Set the plugin row's status to `error` (or make its worker fail
`initialize` once so the loader does it).
3. Assign an issue to the agent and let the heartbeat run it.
4. Observe: the run fails with `... but that plugin is currently error.`
as `setup_failed`, the issue is released, and the next tick dispatches
another run that fails the same way. Restart the server: the plugin is
still `error`.

**Paperclip version**

master at 856813ba3 (`fix(connections): distinguish local setup from
provider handoff (#12947)`).

**Deployment mode**

Hosted (Kubernetes, bundled kubernetes sandbox provider plugin). The
heartbeat behavior is the same in self-hosted mode.

## What Changed

- `server/src/services/heartbeat.ts`
- New exported `parseSandboxProviderPluginNotReadyFailureMessage()`
recognises environment-runtime's `not_ready` lease message (`... is
installed via plugin "<key>", but that plugin is currently
error|disabled|upgrade_pending`) and returns the provider, plugin key
and status. It does not match the transient `... but its worker is not
running` message (still retried) or the permanent "not installed"
message (unchanged).
- In the setup-failure catch, a matched message sets `errorCode =
configuration_incomplete` and records (independently of whether the
agent lookup succeeded) a `configurationIncomplete` payload with
`reason: "sandbox_provider_plugin_not_ready"`, the provider,
`pluginKey`, `pluginStatus`, and a `fingerprint` of
`sandbox_provider_plugin:<key>:<status>`, so repeated failures on the
same stuck plugin reuse one recovery action. The existing recovery flow
then blocks the issue, skips the infra retry, and posts one notice.
- The two places that build the configuration-incomplete notice now pass
the run's payload so the notice can name the specific gap.
- `server/src/services/recovery/stranded-notice.ts`:
`buildConfigurationIncompleteRecoveryNoticeSeed` takes the optional
payload. For `sandbox_provider_plugin_not_ready` the body names the
plugin and its status and gives status-specific guidance
(`sandboxProviderPluginRemedy`): review and approve the upgraded
capabilities before enabling for `upgrade_pending`, enable again for an
operator `disabled`, enable or restart for `error`. Other reasons keep
the secret/env-binding wording. Exports
`SANDBOX_PROVIDER_PLUGIN_NOT_READY_REASON`.
- `server/src/services/recovery/service.ts`: the recovery action's
`nextAction` for this reason uses the same status-specific guidance
instead of "bind the missing secret(s)". Small refactor:
`readConfigurationIncompletePayload` backs the existing fingerprint
reader.
- `server/src/services/bundled-plugins.ts`
- `ensureBundledPlugins` no longer skips a present bundled plugin whose
status is `error`. It logs at `warn` with the row's `lastError`, resets
the row to `ready` with `lastError` cleared through
`registry.updateStatus` (a plain status reset, not `lifecycle.enable()`,
so no `plugin.enabled` event fires before the worker runs; the startup
`loadAll()` that follows does the activation and its events), and
continues boot on failure. This runs once per boot by construction; if
activation fails again the loader marks `error` again and nothing
retries until the next boot.
- `installed`, `ready`, `disabled` and `upgrade_pending` rows are still
skipped, so an operator's `disabled` stays untouched.
- `BundledPluginProvisionerDeps` gains `registry.updateStatus` and
`logger.warn`; `app.ts` already passes objects that have both.
- `doc/plugins/PLUGIN_SPEC.md`: one bullet in 12.4 Failure Policy about
the once-per-boot re-enable of bundled plugins.
- Tests
- `server/src/__tests__/bundled-plugins.test.ts`: re-enables an `error`
row exactly once with the `lastError` in the warn log and no reinstall;
continues boot and provisions later entries when `enable` throws; still
skips `installed`/`ready`/`disabled`/`upgrade_pending` without calling
`enable`.
- `server/src/__tests__/heartbeat-process-recovery.test.ts` (embedded
PostgreSQL): a plugin row in `error` plus a sandbox environment produce
a run with `errorCode = configuration_incomplete` and the expected
payload, the adapter is never dispatched, no retry or second run is
created, the issue is `blocked`, the recovery action is
`configuration_validation` with the plugin next action, and the notice
names the plugin key and status. Plus a unit case for the message parser
(positive for the three statuses and a wrapped message, negative for
both other sandbox messages).
- `server/src/services/recovery/stranded-notice.test.ts`: the
plugin-specific body, and the unchanged secret-binding body for other
reasons.

## Verification

- `cd server && pnpm typecheck` — passes.
- `cd server && pnpm exec vitest run
src/__tests__/bundled-plugins.test.ts` — 29 tests pass.
- `cd server && pnpm exec vitest run src/services/recovery/` — 77 tests
pass (includes the stranded-notice and classification suites).
- `cd server && pnpm exec vitest run
src/__tests__/heartbeat-process-recovery.test.ts -t "sandbox
provider|retryable pattern|secret ref has no binding"` — 5 tests pass:
the two new cases, the existing transient worker-restart retry, the
existing non-retryable "not installed" escalation, and the existing
secret-binding `configuration_incomplete` block (embedded PostgreSQL).
- Manual check for a reviewer: set a sandbox provider plugin row to
`status = 'error'`, run an agent on that provider, and confirm the issue
moves to `blocked` with a "Configuration incomplete" notice that names
the plugin, and that no second run appears. Restart the server and
confirm the boot log shows `bundled plugin is in error status from a
previous activation; re-enabling it for this boot` followed by normal
activation.

## Risks

- Behavior change: a run against a plugin in `error`, `disabled` or
`upgrade_pending` now blocks the issue instead of failing as
`setup_failed` and being re-picked. For `disabled` this is deliberate:
an operator switched the plugin off, and re-dispatching cannot help. The
block is reversible from the issue (retry or reassign) like every other
`configuration_incomplete` block.
- The classifier is anchored on the exact `... but that plugin is
currently <status>` phrase from `environment-runtime.ts`. If that
message changes, the run falls back to the previous `setup_failed`
behavior (no worse than today). A unit test pins the phrase.
- Bundled re-enable: a bundled plugin whose activation fails on every
boot now costs one activation attempt (the `initialize` timeout, 15 s by
default) per boot instead of none. It runs inside the existing
non-awaited bootstrap chain, so boot time is unaffected. Non-bundled
plugins are untouched.
- No migration, no schema change. The `configurationIncomplete` payload
is JSON in `heartbeat_runs.result_json`, read only by the recovery
service.

## Model Used

- Claude Fable 5.1 (`claude-fable-5-1`) via Claude Code, extended
thinking, tool use (file edits, shell, test runs). The change was
produced with the model and reviewed by the submitting human.

## 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
- [ ] 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)

https://claude.ai/code/session_014t3bi2beVNVVHAxK36dmXm

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-08 09:00:10 -07:00
Jannes Stubbemann 023e640a7e
fix(db): reap idle pool connections, name the pool, and end it on shutdown (#12956)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server keeps one postgres.js pool (`packages/db/src/client.ts`,
`createDb`) for every query it runs. #10795 made the pool tunable from
the environment, but the defaults stayed at the driver defaults: an idle
connection never closes, the pool reports itself as `postgres.js`, and
no code path ever calls `sql.end()`.
> - On a hosted Paperclip deployment the server entered a restart loop
(a bundled plugin failure that #12953 describes made every run fail, and
the pool saturated). Each generation opened its ten connections, died,
and left the backends open on the PostgreSQL side until TCP keepalive
reaped them hours later. After about 20 generations the backends
exceeded `max_connections`, and every later boot died on its first
bootstrap query with `sorry, too many clients already`, before
`server.listen()`. The loop could not heal itself. #9555 describes the
same shape on a launchd-supervised self-hosted install.
> - Three properties of the pool combine to make this possible: idle
connections are never reaped, the pool is never ended on any exit path,
and an operator cannot even find the leaked backends in
`pg_stat_activity` because they carry the generic driver name.
> - This pull request gives the pool a 60 second idle timeout and the
`paperclip` application name by default, exposes `max_lifetime` and
`application_name` through the same `DATABASE_*` environment contract
that #10795 introduced, and ends the pool on the orderly SIGINT/SIGTERM
path and on the fail-loud startup path.
> - The benefit is that a restarting or crash-looping server releases
its backends instead of accumulating them, and an operator can see and
count Paperclip's connections.

## Linked Issues or Issue Description

- Refs #9555 — database connection pool leak causes an infinite restart
loop under load. This PR closes the "pool never ends, idle connections
never close" part of that report.
- Refs #12953 — hosted outage report. The pool exhaustion is the second
half of that incident; the first half (a stuck sandbox provider plugin)
has its own PR.
- Related prior PRs: #9597 and #8780 both propose hard-coded
`idle_timeout` / `max_lifetime` values in `createDb`. Both predate
#10795 (merged), which made these options environment-driven; this PR
builds on the merged shape and adds the shutdown `end()` that neither
covers. #4006 and #7481 are closed earlier attempts in the same area.

## What Changed

- `packages/db/src/client.ts`
- New `resolveDatabaseClientOptions()` applies Paperclip defaults on top
of the environment: `idleTimeoutSeconds` defaults to 60
(`DEFAULT_DATABASE_IDLE_TIMEOUT_SECONDS`) and `applicationName` to
`paperclip` (`DEFAULT_DATABASE_APPLICATION_NAME`). `createDb` uses it
for both the environment path and explicit options.
- `DATABASE_IDLE_TIMEOUT_SECONDS` now accepts `0` to restore the driver
default (keep idle connections open). Negative or non-integer values
still throw.
- New environment variables: `DATABASE_MAX_LIFETIME_SECONDS` (positive
integer, maps to `max_lifetime`) and `DATABASE_APPLICATION_NAME`
(non-empty string, maps to `connection.application_name`).
  - `postgresJsOptions()` maps the two new options.
- `server/src/shutdown.ts`
- `finalizeServerShutdown` gains two optional ordered steps:
`closeHttpListener` runs first, before the application services stop;
`closeDatabase` runs after the application services and before the
embedded PostgreSQL stop. A failure in either is logged and does not
stop the teardown. Final order: listener → application services →
database pool → embedded PostgreSQL → instrumentation → Sentry.
- New `closeHttpListenerForShutdown()`: stops accepting requests, closes
idle keep-alive sockets, waits up to 5 s for open connections, then
closes whatever is left. Requests still in flight are drained while
every service is available, and none can reach a route after
`sql.end()`, on the signal path and the programmatic path alike (the
programmatic path's later `server.close` finds the listener closed and
skips).
- `server/src/app.ts`: the app shutdown hook (`shutdownAppServices`) now
stops the plugin job scheduler, whose tick queries the database, so a
programmatic `shutdown()` leaves no timer running against the ended
pool.
- `server/src/index.ts`
- `startServer()` is now a thin wrapper around the boot sequence. When
the boot sequence throws after the pool exists, the wrapper ends the
pool (and the separate migration pool, when configured) before it
rethrows. This covers the `process.exit(1)` path in the main module and
the CLI `paperclip run` path alike.
- The orderly shutdown passes the same `closeDatabaseClients` to
`finalizeServerShutdown`.
- `endDatabaseClient` tolerates a client without `$client` (test
doubles) and uses a 5 second end timeout.
- Docs: `docs/deploy/database.md` gets a "Connection Pool Settings"
table with every `DATABASE_*` pool variable, its default and its effect;
`doc/DATABASE.md` lists the two new variables.
- Tests
- `packages/db/src/client-options.test.ts`: parsing of the new
variables, `0` for the idle timeout, rejection of malformed values,
driver option mapping, and the `resolveDatabaseClientOptions` defaults.
- `packages/db/src/client.test.ts` (embedded PostgreSQL):
`createDb(url)` reports `application_name = paperclip` for its own
backend, and a pool with `idleTimeoutSeconds: 1` has zero backends in
`pg_stat_activity` after the timeout.
- `server/src/shutdown.test.ts`: the listener closes before the
application services, and the database close runs between the
application services and the embedded PostgreSQL stop; a failing
database close is logged while the teardown still finishes;
`closeHttpListenerForShutdown` closes idle sockets and resolves on
close, force-closes after the grace period, and is a no-op when the
listener was never bound.

## Verification

- `pnpm --filter @paperclipai/db typecheck` — passes (`check:migrations`
+ `tsc --noEmit`).
- `cd server && pnpm typecheck` — passes.
- `cd packages/db && pnpm exec vitest run src/client-options.test.ts
src/client.test.ts src/client-teardown-registry.test.ts` — 9 + 18 + 3
tests pass (the `client.test.ts` cases need embedded PostgreSQL; the new
one waits up to 10 s for the idle reap and passed in about 3 s).
- `cd server && pnpm exec vitest run src/shutdown.test.ts
src/__tests__/server-startup-feedback-export.test.ts
src/__tests__/bootstrap-claim-routes.test.ts` — 34 + 11 tests pass. The
startup-feedback suite exercises `startServer()` with a mocked
`createDb`, which is why `endDatabaseClient` tolerates a client without
`$client`.
- Manual check for a reviewer: start the server against any PostgreSQL,
then run `SELECT application_name, state, count(*) FROM pg_stat_activity
GROUP BY 1, 2;`. Paperclip's backends now show `paperclip`. Leave the
server idle for more than 60 s and the idle backends disappear. Send
SIGTERM and the backends close before the process exits.

## Risks

- Behavior change with no environment set: idle pooled connections now
close after 60 s. The next query after an idle period pays a reconnect
(single-digit milliseconds on a local socket). postgres.js reconnects
transparently. Set `DATABASE_IDLE_TIMEOUT_SECONDS=0` to keep the
previous behavior.
- `application_name` changes from `postgres.js` to `paperclip`. Anything
that filtered `pg_stat_activity` on the old name would need an update;
nothing in this repo does.
- The HTTP listener now closes at the start of the final teardown (after
the heartbeat run drain, which still needs the API for running agents).
The pool close runs after the application services. A late query from a
timer that survived the service shutdown would fail with a driver
"connection ended" error instead of running; the known database-backed
timer (the plugin job scheduler) is now stopped in the service shutdown.
- The listener drain adds at most 5 s to a shutdown while long-lived
connections (for example WebSocket clients) are open; after that they
are closed forcibly.
- `startServer()` is split into a wrapper and the boot sequence. The
exported signature and return type are unchanged.
- No migration, no schema change.

## Model Used

- Claude Fable 5.1 (`claude-fable-5-1`) via Claude Code, extended
thinking, tool use (file edits, shell, test runs). The change was
produced with the model and reviewed by the submitting human.

## 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

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

https://claude.ai/code/session_014t3bi2beVNVVHAxK36dmXm

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-08 08:56:39 -07:00
Dotta c723bb4dfc
fix(skills): reuse validated runtime revisions during preparation (#13042)
## Thinking Path

> - Paperclip manages AI agents and prepares their runtime inputs before
each turn.
> - Shared company skills are part of those inputs for native and legacy
adapters.
> - Runtime materialization refreshed the full inventory again for every
declared file.
> - Remote skill directories were also downloaded and rebuilt on every
turn.
> - Measured preparation took 42–73 seconds while runner execution took
7–9 seconds.
> - This change reads the inventory once and reuses validated installed
revisions.
> - Agents retain their selected skills while repeated preparation
avoids upstream work.

## Linked Issues or Issue Description

**What happened?**

One 114-skill preparation performed 407 inventory refreshes, 48
directory rebuilds, and 388 GitHub file fetches. Reusing existing local
copies took 151 ms.

**Expected behavior**

Each listing refreshes inventory once. Unchanged installed remote
revisions reuse complete, validated local copies. Local edits remain
visible. Explicit updates select new revisions.

**Steps to reproduce**

1. Import GitHub skills with supporting files.
2. Run an agent turn, then run another with the same installed
revisions.
3. Observe repeated inventory scans, downloads, and runtime directory
replacement before execution.

Related prior attempts: #2330 and #9268 (still open; #9268 last updated
July 9). Those use a marker compared with `updatedAt`. This patch
follows the required content validation, immutable revision, company
isolation, atomic publication, and read-only semantics, and removes
refresh-per-file multiplication.

## What Changed

- Split public file reading from reading an already loaded skill.
Runtime listing refreshes inventory once.
- Add a company-scoped revision cache with file manifests outside the
delivered skill directory. Fingerprints omit cosmetic metadata.
- Validate exact file inventory, sizes, and hashes before warm reuse.
Reject traversal and symlinks. Stage complete builds and serialize
atomic publication across processes.
- Preserve local/catalog direct sources, stored Markdown fallback,
explicit version snapshots, and legacy mutable-ref compatibility. Report
missing supporting files and keep older valid revisions readable.
- Clean both runtime layouts on rename/removal and record
`skills.prepare` under preparation timing.
- Add service/cache regressions and an isolated 114-skill benchmark,
including a new-process warm run.

## Verification

- Final targeted skill-service/cache/trace validation: 86 tests pass (61
embedded-PostgreSQL service tests, 19 cache tests, 6 trace tests).
Database tests executed rather than skipped. Focused skill routes,
adapter selection, and native runtime context also pass.
- `pnpm -r typecheck` and `pnpm build` pass locally at `22caa1fe4`.
- The full `pnpm test:run` matrix passes on supported Linux CI at the
final head: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34236097762).
Local full-suite execution encountered PostgreSQL startup contention, a
random allocated-port boundary, and a socket hang-up; every affected
suite passed on an isolated rerun. The interrupted local serialized run
is not claimed as a complete local pass.
- Repeatable benchmark: `pnpm --filter @paperclipai/server exec tsx
../scripts/benchmark-skill-preparation.ts`. Mixed 114-skill inventory
with 429 remote files on Linux: cold 286 ms, warm median 96 ms / maximum
153 ms including a new process. Every warm sample performs one refresh,
zero upstream fetches/rebuilds, and reports no missing entries; content
assertions pass.
- Controlled deployment against the previously deployed revision
completed with zero lost runs. Real inventory: 114 skills, 670 declared
files; 402 cached files match the prior installed copies byte-for-byte.
Ten post-deployment warm preparations: median 129 ms / maximum 208 ms;
new-process warm 194 ms, zero downloads/rebuilds/missing entries.
- Five sequential real browser questions persisted in 10.6–20.7 s
(median 12.2 s), versus 50–83 s before. Skill preparation median 240 ms,
with one 2.37 s outlier. Total preparation median 3.337 s / maximum
8.728 s **does not fully meet** the <3 s / <5 s target. The excluded
historical-run redaction query takes about 1.36 s per scan at two
preparation call sites; wider application latency coincided with the
outlier, without a cache rebuild. These residuals are reported rather
than discarded.
- Disposable skill reimport verified through actual selected-skill runs:
the next run read the changed code. Fixture removed and agent
configuration verified unchanged.
- Greptile 5/5, zero unresolved review threads, all final-head CI checks
green.

## Risks

- Cold preparation still requires upstream availability for supporting
files. An unavailable revision is reported missing and never falls back
to an older revision.
- Valid older revisions and quarantined invalid entries consume additive
disk space until skill cleanup. An abruptly killed publisher can leave a
lock that requires operator cleanup after confirming its PID is dead.
- Warm validation reads all cached file bytes. Very large inventories
still have proportional local I/O cost.
- No HTTP API, schema, agent configuration, or first-party Telemetry
changes. OpenTelemetry retains its operator endpoint gate.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, repository inspection, code
editing, and test execution. The exact serving snapshot 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 (targeted and isolated
reruns; full Linux CI matrix passes, local full-run 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>
2026-09-08 09:35:32 -05:00
Dotta 0cc796b7bd
Build isolated preview artifacts for exact-source deployments (#13041)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Managed deployments need a cloud image and a database migration
package.
> - Branch commits can lack both artifacts until a normal release runs.
> - Operators need to test an exact commit without advancing release
aliases.
> - This pull request adds a preview build mode to the existing release
workflow.
> - Builds use an immutable source SHA and publish isolated, reusable
artifacts.

## Linked Issues or Issue Description

**Subsystem affected**

Release automation, cloud Docker images, and shared/database npm
packages.

**Problem or motivation**

An operator cannot deploy an unpublished branch with new migrations
using only
the normal release artifacts. Publishing it through a normal lane would
also
advance shared release aliases.

**Proposed solution**

Dispatch the trusted release workflow on master with a full source SHA
and a
request UUID. Build missing SHA images and, when needed, deterministic
preview
shared/DB packages. Publish packages under the preview dist-tag with
exact
workspace pins. Reuse matching artifacts on retries.

**Roadmap alignment**

This extends release tooling for operator validation. It does not add a
core
product feature or duplicate a planned product capability. Related PR
searches
found no duplicate preview deployment workflow.

## What Changed

- Add the preview channel, request correlation, artifact checks, and
result artifact.
- Compile source packages in a separate job from the npm publisher. The
publisher
  uses trusted master code and disables package lifecycle scripts.
- Publish only SHA cloud image tags. Preserve release aliases. Use
full-SHA tags and no shared build cache.
- Verify full source identity for reused packages and images. Both image
and npm publishers
use isolated jobs and the externally master-restricted npm-canary
environment. Fail on registry
  authentication errors, outages, or artifact identity mismatches.
- Let bundled-package preparation use patches from the requested source
checkout.
- Document publishing configuration, artifact contracts, and deployment
order.

## Verification

- Passed `pnpm -r typecheck` and `pnpm build`.
- Passed `pnpm test:release-registry`: 107 tests, including eight
preview tests.
- Passed `actionlint -shellcheck= .github/workflows/release.yml`.
- Built real shared and DB preview tarballs from an isolated exact-SHA
checkout.
Verified package source identity and all 244 SQL files and journal
entries.
- Verified the full revision behind an existing published SHA cloud
image.
- `pnpm test:run` exposed missing local embedded PostgreSQL library
symlinks.
The package's postinstall repair restored initdb; all 12 previously
affected
suites passed on rerun (95 tests). Additional local matrix reruns are in
progress.
The complete PR CI matrix is green, including general/serialized tests,
e2e,
typecheck, build, release registry, canary dry run, and the required
verify gate.
- Live preview publication and staging deployment require this workflow
on master
and the compatible control-plane backend. They have not run yet. No
production
  deployment was performed.

## Risks

Preview npm versions are immutable public artifacts. Both packages must
retain
their trusted publisher for release.yml in environment npm-canary.
Source builds
must remain separated from privileged npm publishing. The deploying
control plane
must verify source identity, integrity, and migration compatibility
before use.

Normal release jobs retain their existing conditions. Roll back by
stopping preview
dispatches and reverting the workflow/tooling. Published preview
versions remain
isolated from normal release tags.

## Model Used

OpenAI GPT-6 through Codex, with repository tools, code execution, and
test runs.
The session does not expose a more specific model version 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 the available 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
- [x] I have described the issue in-PR following the feature template
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change and contains no internal
ticket identifier
- [ ] I have run the full tests locally and they pass
- [x] I have added tests for the new behavior
- [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 recommendations or follow-ups
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 09:21:58 -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 297d8741f5
fix: resolve duplicate connections to the same GitHub account (#13022)
## Thinking Path

> - Paperclip lets people share agents while keeping GitHub access
personal.
> - Each managed Git or GitHub operation selects an eligible connection
grant.
> - Connecting the same GitHub account twice creates two grants.
> - The old resolver counted grants and rejected them as competing
identities.
> - Managed commands then ran anonymously and reported a misleading
login failure.
> - This change compares GitHub account IDs and selects one eligible
grant for the same account.
> - The benefit is reliable access after reconnecting, with clear
diagnostics for real failures.

## Linked Issues or Issue Description

Refs #13005.

**What happened?**

Two active connections owned by one Paperclip user pointed to the same
GitHub account. Managed Git refused both as ambiguous. The agent could
not push, although the account was connected and had repository access.

**Expected behavior**

Multiple grants for the same GitHub account resolve to one eligible
authorization. Different accounts remain ambiguous. Unavailable access
explains its cause without blocking unrelated work.

**Steps to reproduce**

1. Connect the same GitHub account twice for one Paperclip user and
allow the shared agent through both connection audiences.
2. Start an instruction as that user.
3. Run managed gh or git push. Before this fix, no credential is
provided.

## What Changed

- Compare stable GitHub account IDs when more than one eligible grant
exists. Never deduplicate by login alone.
- Prefer an available grant, then the newest authorization with a stable
ID tie-breaker. Refresh and webhook timestamps do not change the
selection.
- Keep the selected credential and connection policy together. Do not
combine permissions or fall back from a dedicated account to a personal
account.
- Print the redacted unavailable reason in managed command output.
Unrelated local operations still work anonymously.
- Add database and executable launcher regressions, and document
selection behavior.

## Verification

- Final `pnpm -r typecheck` and `pnpm build` passed.
- Fourteen operation credential integration tests passed, covering
duplicate personal/dedicated grants, incomplete credentials, distinct
accounts with the same login, missing identity metadata, revocation,
membership, connection audiences, and A → B → A steering. Existing Git
credential and gateway suites and both executable launcher tests also
passed.
- The local broad test run encountered three embedded-Postgres lifecycle
timeouts and stale modules from edits made during that run. A fresh
process rerun of all four affected suites passed all 35 tests. The full
Node 24 CI test matrix passed on the final commit.
- CI passed all 31 checks on `797973b30beb16ba5fa69ed281835e1ab812b449`
(Storybook visual regression was correctly skipped). An unrelated
Company Settings UI test failed once; the focused local reproduction and
rerun of its CI shard both passed without code changes.
- Fresh Greptile review of the final commit: 5/5, with no open findings.
Security checks passed.
- Live acceptance passed with both duplicate connections enabled:
managed `gh api user` returned the expected account, managed `git push`
succeeded, and the agent created #13023 and pushed its review fixes. No
host login or credential changes were used.
- Applied the final source/compiled patch to the affected instance with
backups, after confirming no runs were active. Restarted service health
and the final resolver selection were verified. The patch is an overlay
on the existing deployment; this PR supplies the upstream fix.

## Risks

The resolver selects one authorization for an already permitted GitHub
account. It does not combine repository permissions across connections.
If the selected authorization has narrower access, that operation can
still be denied by GitHub. Different provider account IDs and unknown
duplicate identities continue to fail closed. No schema, host
credential, or connection permission changes are included.

## Model Used

OpenAI GPT-6 through Codex assisted implementation and verification with
shell, database, and browser 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>
2026-09-07 22:43:37 -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 5bddff0920
feat(runner): add guarded API search and call fallback (#13003)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - The new runner gives agents dedicated tools for common tasks.
> - Some API operations and parameters have no dedicated tool.
> - Agents need a controlled way to find and use those operations.
> - This pull request adds API search and calls through the real server
routes.
> - Existing tools remain the preferred path. The new tools are disabled
by default.
> - Paired tests measure correctness, tool choice, cost and time.

## Linked Issues or Issue Description

**Subsystem affected**

Paperclip Runner contracts, production tool authority and the server API
catalog.

**Problem or motivation**

The runner cannot use much of the API described by the old Paperclip
skill. A generic HTTP client would also let agents bypass runner control
rules.

**Proposed solution**

Add `search_api` and `call_api`. Resolve calls from the mounted API
catalog. Use server-held, run-bound credentials. Preserve route checks
and runner lifecycle rules. Keep the tools disabled until an operator
enables selected companies.

**Alternatives considered**

A dedicated tool for every endpoint would add a large initial prompt. An
unrestricted HTTP tool would weaken authorization and replay controls.

**Roadmap alignment**

This extends the native runner tooling. The repository owner requested
this design and implementation. The roadmap and related open PRs were
checked. No duplicate API escape-hatch PR was found.

## What Changed

- Register two compact fallback tools in canonical contracts and
provider projections.
- Build deterministic API discovery from OpenAPI, mounted experimental
routes and the old skill reference.
- Execute bounded JSON, text, file and download requests through
authenticated HTTP routes.
- Recheck active runs, company access and work modes. Block runner
lifecycle, scheduling, credential and approval bypasses. Keep routine
annotation collaboration available.
- Retain mutation receipts. Report uncertain outcomes without blindly
repeating writes.
- Add a company rollout gate and a durable eval worker with complete
cost accounting checks.
- Record child-task creation in the activity log with the agent and run.
- Add contract, authorization, file, replay and real runnerd/PRP/HTTP
tests.
- Document rollout gates and paid coverage limits. The companion eval
repository retains immutable attempts and reports.

## Verification

- Final app commit `da58370524c3626a744eec20164397c5fb6ba9ef`: all 32
checks passed; the unrelated Storybook visual check was skipped.
Greptile 5/5; no unresolved review threads.

- Full Linux build and recursive typecheck passed. Repository tests were
run by project and serialized shard; all 143 serialized server suites
passed.
- Runner TypeScript: 1,599 passed, two skipped. Rust release: 451
passing test reports. Conformance and replay parity passed. The required
API check passed 837 tests, including runnerd → PRP → authority → real
HTTP.
- Bindings cannot enable API tools without the explicit deployment flag.
Unit and real-authority tests prove the default-off boundary.
- The standalone API check builds and stages its own binary. It passed
after existing staged and debug binaries were removed from the test
container.
- UI and CLI tests passed. Initial environment failures (missing jq,
Docker overlay file identity, and parallel linker memory pressure) and
focused passing reruns are retained. The macOS full runner suite has
platform-specific failures; Linux is the qualified full-check platform.
- Eval harness: 27 tests passed; existing CI discovery ran 86 tests with
two unrelated skips. Credential export rejection is tested against the
actual report command.
- Luna and OpenRouter Sonnet each passed 60 common-workflow runs: ten
workflows, three repetitions per arm, zero unnecessary API fallback.
- Sonnet passed 11 selected capability/contract cases after fixes.
Gemini passed three smoke cases. DeepSeek exceeded the 120-second limit
and remains unqualified.
- Luna's two cost flags received focused follow-up. The original flags
and a later n=1 latency flag remain visible. Sonnet had no cost or
latency increase above 20%.
- The catalog contains 785 entries; 58 were exercised across all stages.
Most operation probes remain unrun and some need additional fixtures.
Authored probes do not establish successful coverage.
- Total conservative accounted cost: $9.875960. Active paid-campaign
time: 88.16/90 minutes. No missing accounting. Later security and
harness fixes have provider-free verification; no paid validation is
claimed for those revisions.
- Inspect the [qualification
report](https://github.com/paperclipai/paperclip-evals/blob/codex/seach-call-api-tools/evals/runner-api-tools/reports/2026-09-07-production/READINESS.md)
and [verification
record](https://github.com/paperclipai/paperclip-evals/blob/codex/seach-call-api-tools/evals/runner-api-tools/reports/2026-09-07-production/verification.json).

## Risks

- This is a broad authenticated API surface. Keep the default-off gate
until an operator selects initial rollout companies.
- Paid coverage is incomplete. Small regression samples do not prove all
workflows are unchanged.
- A timeout or server failure can follow a committed mutation. The
result reports an unknown outcome and requires state inspection.
- The new definitions add prompt tokens. The report retains cost flags
and cache variation.
- No database migration is required.
- Repository rules require code-owner approval before merge. Technical
CI and automated review are complete.

## Model Used

OpenAI Codex based on GPT-6 assisted with code, tests and review. The
exact serving model ID and context window are not exposed in this
session. It used reasoning, tool calls and code execution.

Eval models: `gpt-5.6-luna` with low reasoning,
`openrouter/anthropic/claude-sonnet-5`,
`openrouter/google/gemini-3.8-flash`, and
`openrouter/deepseek/deepseek-v4-flash-0731`. Attempts retain runtime
versions, model identity, usage and source provenance.

## 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 14:14:43 -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
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 3da58b185e
fix(cli): restore test-drive credential inputs (#12898)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The CLI provides a test-drive command for a ready local test
instance.
> - That command must accept a provider credential before it creates the
first agent.
> - The command did not accept a literal key and could lose an exported
key during server startup.
> - This pull request accepts both credential paths and captures the CLI
environment before startup.
> - The benefit is a reliable one-command test drive from an existing
shell.

## Linked Issues or Issue Description

Refs #12894

**What happened?**

`paperclipai test-drive --api-key <value>` failed because the option did
not exist. An exported canonical provider variable could also become
unavailable before the post-listen bootstrap read it.

**Expected behavior**

The command must accept a literal key when the operator requests it. The
command must also use a provider variable that was present when the CLI
started.

**Steps to reproduce**

1. Export `ANTHROPIC_API_KEY` in the shell.
2. Run `pnpm paperclipai test-drive`.
3. Observe that bootstrap can report that no credential exists.
4. Run `pnpm paperclipai test-drive --api-key test-value`.
5. Observe that Commander reports an unknown option on the prior
implementation.

**Paperclip version or commit**

The problem exists on `master` after #12894.

**Deployment mode**

Local development with `pnpm` and the embedded database.

## What Changed

- Add the `--api-key <value>` test-drive option.
- Keep `--api-key` and `--api-key-env` mutually exclusive.
- Capture provider variables before in-process server startup changes
the process environment.
- Redact literal and environment-backed credentials from Paperclip
errors, including custom environment-variable names with surrounding
whitespace.
- Scrub split and joined literal-key forms from the JavaScript
`process.argv` view before telemetry, diagnostics, API work, or server
startup.
- Warn about process argument and shell history exposure without
printing the key.
- Add tests for literal keys, option conflicts, environment snapshots,
argv handling, and error redaction.
- Update the CLI and development documentation, including the remaining
external argv exposure tradeoff.

## Verification

- `pnpm exec vitest run cli/src/__tests__/test-drive.test.ts` passed 32
tests.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- A live literal-key smoke test created one company and one CEO agent
without a provider call.
- A live exported-variable smoke test created the same clean instance
without credential flags.
- `pnpm test:run` completed locally with 5,870 passing tests and 19
host-dependent failures in six unrelated suites. The failures came from
macOS `/tmp` aliases, exhausted test ports, and existing
workspace-runtime fixture assumptions.
- GitHub CI passed the full build, typecheck, canary dry run, general
tests, serialized server tests, and e2e matrix on clean Linux runners.
- Greptile rated the exact latest head 5/5, Superagent passed, and all
review threads are resolved.

## Risks

- A raw value passed through `--api-key` can appear in operating-system
process listings, shell history, or parent-wrapper output before
Paperclip can scrub its own JavaScript argv view. The command warns
about this risk and Paperclip does not print the value.
- The environment snapshot contains the process environment only in
memory for the life of the foreground command.
- This change adds no schema migration and no REST endpoint.

> 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 GPT-5. The exact deployment version and context window
are not exposed to the agent. Extended reasoning, tool use, code
execution, and GitHub access 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>
2026-09-05 10:48:17 -05:00
Dotta 8f0c1d4548
feat(cli): add isolated test-drive command (#12894)
Add a foreground-only test-drive workflow with isolated data, provider-backed CEO bootstrap, OpenCode/OpenRouter support, worktree execution setup, reuse safeguards, and delayed browser opening.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-05 09:33:38 -05:00
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
Dotta 7b094724e6
fix(runner): recover native sessions across restarts (#12845)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Paperclip Runner keeps durable run and provider state outside
one server process.
> - A server restart can leave that runner alive or can interrupt it
after a provider checkpoint.
> - The old startup path used handoff intent and PID evidence, but it
did not reconstruct native ownership.
> - That gap could block the issue, create a replacement run, or start
duplicate provider work.
> - This pull request adds durable same-run recovery for coordinated and
uncoordinated restarts.
> - The benefit is exact recovery of the run, runner, session, provider,
steering, and finalization state.

## Linked Issues or Issue Description

Refs #9628. That pull request added earlier local-adapter hot-restart
work. This change adds native PRP authority reconstruction and same-run
provider resume.

Refs #10935. That pull request handles missing hot-restart snapshots.
This change also supports hard restarts with no snapshot.

Refs #11624. That pull request prevents unsafe retry after an adopted
legacy process exits. This change reconciles native terminal evidence
before provider recovery.

Refs #12070. That pull request improves process liveness checks. This
change also binds recovery to a process-start fingerprint and fails
closed on ambiguity.

**What happened?**

The server could record hot-restart intent, but startup did not rebuild
native runner ownership. A live runner could not re-register its PRP
authority. A dead runner could not resume the exact native and provider
session on the same heartbeat run. Generic recovery could then block the
issue or create replacement work.

**Expected behavior**

A live native runner must reconnect with the same PID and logical
identities. A dead runner must resume the same durable session and
heartbeat run with only a new operating-system PID. A proposed or
terminal result must finalize once before any provider turn starts.
Ambiguous process or session evidence must stay blocked without a signal
or duplicate spawn.

**Steps to reproduce**

1. Start a Paperclip Runner heartbeat and wait for an active provider
turn.
2. Restart only the Paperclip server, with or without a hot-restart
marker.
3. Observe that the old startup path does not reconstruct the native
control-plane authority.
4. Kill both the server and runner after a provider checkpoint.
5. Observe that the old path cannot resume the exact native session on
the original heartbeat run.

**Paperclip version or commit**

The defect was reproduced from commit
`1991f31fd53e7f7794d5c2e4b93be384ade2b41d`. This branch is rebased onto
the current `master`.

**Deployment mode**

Local development and self-hosted server deployments that use the local
Paperclip Runner.

## What Changed

- Added correlated hot-restart requests and version-compatible native
handoff fields.
- Added controller boot identity, process-start identity, controller
generation, recovery state, request id, and bounded history to the
native finalization ledger.
- Added transactional recovery claims for live-runner reattach,
dead-runner resume, and incomplete bootstrap.
- Added fail-closed ownership takeover rules and process identity
validation.
- Added live runner adoption to the local runner transport without a
duplicate spawn.
- Added same-run provider checkpoint resume and legacy retry-row
compatibility.
- Reconciled proposed and terminal results before runner or provider
recovery.
- Bound the HTTP and PRP listener before startup recovery and delayed
scheduling and generic reapers until classification completes.
- Added restart-aware health diagnostics, run-log recovery transitions,
durable runner diagnostics, and bounded shutdown finalizer draining.
- Moved restart-survivable diagnostics into runner-owned, pre-redacted
bounded writes; raw stdout and stderr are never persisted.
- Added process-start fencing for controller, runner, and provider PIDs;
startup classifies every candidate without an implicit cap.
- Added crash-recoverable, contention-safe development restart-request
coordination and failed-startup listener cleanup.
- Added a credential-free real-process restart suite for eight restart,
scale, and identity scenarios.
- Documented native restart operation, persistence, diagnostics, and
verification.

## Verification

- The documented native restart commands passed. They ran eight
real-process/database recovery scenarios and the live runner adoption
transport test.
- Native executor tests passed: 111 tests.
- Heartbeat recovery tests passed: 124 tests.
- Hot restart, health, and shutdown tests passed: 52 tests.
- The broader affected server suite passed: 350 tests.
- Focused native recovery and startup tests passed: 49 tests.
- Runner transport and control-plane tests passed: 63 tests.
- Runner-owned diagnostic tests passed for write-time bounding,
credential redaction, private file modes, and raw stream
non-persistence.
- Development restart coordination tests passed: 11 tests.
- Database migration checks and the partial-application/replay
regression test passed.
- Server, database, and Paperclip Runner typechecks passed.
- `git diff --check` passed.
- Full Paperclip PR CI passed, including build, canary, all five general
server shards, all five serialized server shards, all three browser E2E
shards, workspace suites, and release-registry verification.
- Greptile completed at 5/5 with no outstanding findings,
recommendations, follow-ups, or open review threads.

## Risks

- Moderate risk. This changes startup ordering and ownership transfer
for active native runs.
- The migration adds nullable columns and does not rewrite existing
rows.
- Recovery fails closed when process or durable session identity is
incomplete or contradictory.
- The first implementation supports the local Paperclip Runner. Remote
targets keep their existing behavior.
- The real-process suite covers cleanup and asserts that no runner or
provider process survives each test.

> 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 GPT-5. The runtime did not expose a more specific
model revision or context-window size. Repository editing, shell
execution, database tests, and real-process test execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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
2026-09-04 15:03:53 -05:00
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
Dotta f449b05bc5
feat(apps): unify permissions and action testing (#12802)
## Thinking Path

> - Paperclip is the control plane for companies that use AI agents.
> - Apps give humans and agents controlled access to external services.
> - The existing app detail flow split permissions, tests, setup, and
activity across separate pages.
> - The split made access rules harder to understand and made reconnect
work hard to find.
> - New write actions also defaulted to Ask first, which did not match
the intended connection policy.
> - This pull request combines permission control and action testing,
removes the setup page, and moves connection activity into Audit.
> - The benefit is one clear place to configure, test, reconnect, and
review each app.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The installed app Permissions, Test, Setup, and Activity views.

**Subsystem affected**

Cross-cutting. This change updates the React UI, shared app defaults,
server permission behavior, tests, smoke scripts, and connection
documentation.

**Current behavior**

App access and action testing use separate pages. The app detail view
also links to a setup page after installation. Connection activity uses
a separate tab. New write actions default to Ask first.

**Proposed behavior**

Permissions uses the connection access language from the initial flow.
It includes searchable Read and Write sections, a three-state permission
control, and a Test dialog for each action. Reconnect appears below a
Needs attention header on Permissions and Review. Old Setup and Test
links redirect to Permissions. Old Activity links redirect to the
filtered company Audit feed. New write actions default to Allowed.

**Reason and benefit**

A person can understand and test app access without moving between
several pages. Reconnect work stays visible where the person reviews the
connection. Audit events use one consistent feed and filter model. New
connections have the intended default policy.

**Breaking changes**

The Setup, Test, and app Activity tabs are removed. Existing deep links
redirect to their replacement pages. Existing saved action permissions
do not change. Only defaults for new write actions change.

**Additional context**

This builds on the managed app connection work in #12728. A search found
no duplicate open pull request or issue.

## What Changed

- Combined action testing with Permissions.
- Added searchable Read and Write action groups.
- Added Off, Ask first, and Allowed controls with tooltips.
- Added an action Test dialog with agent selection, arguments, and
formatted results.
- Removed the installed-app Setup and Activity tabs.
- Added reconnect guidance to Permissions and Review when a connection
needs attention.
- Routed connection activity into the company Audit feed and preserved
the Apps & tools filter in streamlined Audit.
- Moved connection removal to the Connectors-page management menu.
- Made new write actions default to Allowed across connection creation
paths.
- Updated regression tests, browser suites, smoke scripts, and
connection documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/generic-mcp-connection.test.ts
server/src/__tests__/tool-access-service.test.ts
ui/src/components/AppConnectionSidebar.test.tsx
ui/src/pages/apps/AppDetail.test.tsx
ui/src/pages/apps/AppNotConnected.test.tsx
ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx
ui/src/pages/apps/Connections.test.tsx
ui/src/pages/apps/composio-services.test.ts
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/tools/PasteConfigTab.test.tsx` (517 tests passed)
- `pnpm exec vitest run ui/src/pages/apps/app-detail/TestPanel.test.tsx
ui/src/pages/audit/AuditHub.test.tsx
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/apps/AppDetail.test.tsx ui/src/pages/apps/Browse.test.tsx`
(96 tests passed)
- Targeted Playwright verification for connection removal, rename on
Permissions, inline action testing, and Smoke Lab Audit evidence (5
flows passed)
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,755 passing tests and 20 unrelated
macOS harness failures. The failures use `/tmp` versus `/private/tmp`,
invalid ports above 65535, and workspace fixtures outside this change.

## Risks

- Low migration risk. This change has no database migration.
- Old app-detail URLs depend on redirect compatibility.
- New connections grant write actions by default. Finalization remains
configure-authorized and audited, Ask first and Off remain available per
action, and existing connections keep their saved policy.

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

## Model Used

OpenAI Codex, exact model ID `gpt-5`. The client does not expose the
context-window size. The model used reasoning, repository tools, 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>
2026-09-03 21:23:26 -05:00
Dotta 9dd6526b47
fix(security): harden privileged server boundaries (#12776)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server controls secrets, host files, outbound requests, and
workspace commands
> - A red-team review found cases where restricted callers could cross
these trust boundaries
> - These cases could expose credentials or let untrusted input reach
privileged resources
> - This pull request applies least-privilege checks at each affected
server boundary
> - The benefit is safer agent execution without changing the
private-instance bootstrap contract

## Linked Issues or Issue Description

**What happened?**

Several server paths used authorization, redaction, or content-delivery
rules that were too broad. Restricted agent keys could obtain
company-level operational data. Some adapter and instruction paths could
reach server-owned network or file resources without the required owner
approval.

**Expected behavior**

Paperclip must redact credential values, enforce restricted-key scopes,
guard outbound network access, prevent same-origin script execution, and
reserve host-level file and command controls for authorized operators.

**Steps to reproduce**

1. Configure an authenticated development instance at the parent commit.
2. Exercise the affected APIs with a restricted agent key or a
non-instance-admin company user.
3. Observe that the parent commit returns privileged data or accepts a
privileged operation.
4. Repeat on this branch and observe a redacted response, a safe
download, or an HTTP 403 response.

**Paperclip version or commit**

The findings reproduce from commit `39898ab22` and are fixed by this
pull request.

**Deployment mode**

Authenticated self-hosted server and local development modes.

**Installation method**

Built from source with pnpm.

## What Changed

- Redact generic secret `value` and `token` fields recursively in
structured logs.
- Classify exact and separator-suffixed `KEY` environment names as
secrets in company exports.
- Limit restricted self-identity responses and protect company run, log,
and secret catalog APIs.
- Route HTTP adapter requests through DNS-pinned SSRF protection with
exact private-origin allowlisting.
- Download HTML, SVG, and other script-capable assets with `nosniff` and
a sandbox CSP.
- Require instance-admin access for external instruction roots and
exports that read them.
- Block agent-authenticated host command persistence across supported
workspace runtime shapes.
- Apply the central runtime-management decision before workspace command
controls.
- Keep the documented first-user instance-admin claim contract
unchanged.
- Add regression tests and server-owner configuration documentation.

## Verification

- `pnpm -r typecheck` passes.
- The Node 24 remediation suite passes with 365 tests. It skips 25
environment-gated tests.
- `pnpm build` passes under Node 24.
- `git diff --check` passes.
- The full local runner reaches known macOS-only general-server harness
failures before the serialized route lane. The Linux PR matrix is the
authoritative full-suite gate.

## Risks

- Restricted agent keys now receive HTTP 403 responses from company-wide
run, log, and secret catalog endpoints.
- Script-capable assets now download instead of rendering inline.
- External instruction roots now require instance-admin access.
- Private HTTP adapter endpoints now require an exact origin in
`PAPERCLIP_HTTP_ADAPTER_PRIVATE_ENDPOINT_ALLOWLIST`.
- Public HTTP adapter endpoints remain enabled. Redirects and metadata
or link-local targets remain blocked.
- No database migration is required.

> 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. The exact serving snapshot and context-window size
are not exposed. The model used tool-enabled reasoning, repository
access, code execution, and 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-03 14:15:32 -05:00
Dotta 0798c77fde
Secure Cloud canonical runtime identity (#12766)
Accept and persist Cloud-signed canonical runtime identity before activation, then route absolute self-URLs through the durable runtime identity provider.

Co-Authored-By: Codex <codex@openai.com>
2026-09-03 12:01:47 -05:00
Dotta 0f94521017
fix(runner): restore local session and task integrity (#12721)
## Thinking Path

> - Paperclip is the control plane for agents that perform work.
> - Paperclip Runner connects durable provider sessions to individual
task runs through PRP.
> - Provider continuity and per-run authority are different lifetimes.
> - The existing implementation mixed those lifetimes and lost event
metadata between provider frames, runnerd, persistence, API
sanitization, and the task thread.
> - That caused failed continuation, missing progress and Plans,
duplicate replies, hidden failures, and unsafe recovery.
> - This repair gives every heartbeat fresh authority, preserves
qualified provider-session continuity, and restores one lossless
presentation path without changing direct adapters.

## Linked Issues or Issue Description

**What happened?**

A second native heartbeat could reuse tickets, leases, command receipts,
sequence state, and run identity from the first heartbeat. Provider
phase and item identity could be lost before the UI read them. Redaction
could corrupt protocol discriminators while still missing malformed
credential tails. The task thread could fold progress into the final
response, hide failures, or show more than one final answer. Native
Codex also exposed approval modes that do not yet have a durable
approval bridge.

**Expected behavior**

Each heartbeat uses a new PRP authority epoch. Codex and OpenCode
preserve exact qualified provider sessions; ACPX emits an explicit
continuity event when its qualified process-replacement policy is used.
Every accepted provider event is presented, classified as internal, or
surfaced as unsupported. The task page shows chronological progress,
reasoning summaries, activity, Plans, interactions, terminal failures,
and exactly one final reply. Direct adapters retain their existing path.

**Steps to reproduce**

1. Enable the unified experimental Paperclip Runner setting.
2. Create a local native Codex, OpenCode, ACPX Claude, or ACPX Codex
agent.
3. Run response, Plan, structured-question/resume, restart,
cancellation, and failure scenarios.
4. Reload the task while active, waiting, failed, and settled.
5. On the old implementation, observe stale run authority, missing
classifications, incomplete output, or duplicated/folded replies.

**Paperclip version or commit**

The repair is based directly on `master` at
`87d05e194b643810d16d20612115acd01d735d43`.

**Deployment mode**

Local development with the embedded database.

Related work: Refs #12616, #12646, #12666, #12685, and #12700.

## What Changed

- Rotates PRP control-plane, outbox, ticket, lease, command, receipt,
and sequence authority for each heartbeat while carrying forward only a
validated provider-session identity.
- Reads `control-plane-state.json`, validates both durable schemas and
lifecycle values, resumes coherent current runs, archives qualified
settled authority, and quarantines malformed or mismatched scoped state
without moving ambiguous live legacy state.
- Preserves Codex provider phase and stable item identities so
commentary remains progress and only `final_answer` becomes final.
- Adds raw OpenCode HTTP/SSE boundary coverage and canonical reasoning
lifecycle mapping.
- Makes ACPX normalization lossless for visible reasoning, tool
lifecycle metadata, stable bounded identities, Plan revisions,
structured requests, failures, and qualified process replacement. Only
the compatible terminal assistant message is promoted as final.
- Applies schema-aware redaction before generic JWT-shaped detection and
scans every diagnostic string leaf. Malformed raw/escaped quoted
credential tails are redacted in both server and durable Rust state.
- Restores snapshot-style chronological task presentation, expandable
tool activity, inline Plan cards, visible waiting/resume/cancel/failure
states, and exactly one final answer.
- Makes `never` the only qualified native Codex permission mode and
rejects unsupported persisted native modes with remediation. OpenCode
and ACPX policies remain intact.
- Keeps the unified experimental Runner setting as the only enablement
flag. Onboarding and direct Codex, Claude, and OpenCode stay on their
legacy execution/finalization paths.
- Adds cross-language goldens, authority/recovery/fault coverage, exact
response/count assertions, and native plus legacy acceptance scenarios.

## Verification

- Pull-request GitHub Actions run Rust formatting/tests, TypeScript
checks, server/UI tests, builds, protocol drift checks, browser E2E, and
security scans.
- A separate workflow-only validation ref is pinned directly on this PR
head and runs the 35-cell paid local matrix: three core scenarios plus
structured-question resume and restart/resume for native Codex, native
OpenCode, ACPX Claude, ACPX Codex, and direct Codex/Claude/OpenCode.
Run: https://github.com/paperclipai/paperclip/actions/runs/33682434315
- Acceptance requires exact single visible replies, monotonic sequences,
matching envelope discriminators, one semantic terminal, one run
terminal, no unresolved interaction, no duplicate mutation, no secret
leakage, provider continuity, and zero native rows for direct adapters.
- Per maintainer direction, tests are running in GitHub Actions rather
than on the slower local host. Only formatters and static diff checks
were run locally.

## Risks

- Recovery from old or partial filesystem state is sensitive. The repair
fails closed, preserves active or unverifiable authority, and
quarantines only state whose scoped ownership is safe to move.
- Provider event formats can change. Closed validators and boundary
goldens turn new or malformed events into visible diagnostics instead of
silent drops.
- Shared task presentation could affect direct adapters. Runtime-fact
gating plus the direct-adapter matrix protect the existing path.
- Managed and remote providers are not qualified here. Shared code
continues to compile and fail safely, but live qualification is
deferred.

> 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. The exact deployed snapshot and
context-window size are not exposed to this task. It used agentic
reasoning, repository inspection, code editing, Git, parallel subagents,
and GitHub Actions.

## 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 and contains no internal
Paperclip 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] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [ ] All Paperclip CI gates are green
- [ ] The paid local-provider matrix is 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
2026-09-02 16:11:26 -05:00
Dotta 8c3b8c432a
Simplify app connections and enable managed Google access (#12728)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps subsystem gives humans and agents governed access to
external tools.
> - The current connection flow hides Apps behind an experimental gate
and repeats setup text.
> - Google sharing choices and generic MCP permissions do not use one
consistent opening model.
> - Self-hosted installs also need a safe default origin for managed
OAuth without a manual config file.
> - This pull request makes Apps available, simplifies connection setup,
and applies one governed permissions model.
> - The benefit is a shorter connection flow that works on a clean
self-hosted install.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the Apps connection setup flow, managed Google connection
flow, generic MCP connection flow, navigation, and runtime origin
discovery.

**Subsystem affected**

Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`,
connector documentation, and browser tests.

**Current behavior**

Apps require an experimental switch. Setup pages repeat titles and
explanatory copy. Connection names require manual input. Google
credential sharing does not always offer both personal and organization
access. Generic MCP providers do not start with the same permission
choices. Managed OAuth needs a public URL setting even when the request
already has a safe HTTPS origin.

**Proposed behavior**

Apps are available by default. Setup asks only for required permissions
and sharing choices. Paperclip creates conflict-free connection names.
Google apps and generic MCP providers use the same human and agent
access model. Managed OAuth derives a validated same-origin HTTPS URL
when no explicit public URL is set.

**Reason and benefit**

A clean self-hosted install can connect a managed Google app without
hidden setup. Humans can share a service account with their
organization. The shorter flow reduces duplicated choices and setup
errors.

**Breaking changes**

The Apps experimental switch is removed. Existing connection APIs remain
compatible. New connections can receive a numeric suffix when a name
already exists.

No duplicate or related public issue was found.

## What Changed

- Removed the Apps experimental gate and the breadcrumb that leaves the
Apps section.
- Simplified all connection setup pages and moved optional provider
requirements into one small link.
- Added consistent human and agent access choices for Google apps,
Zapier, and generic MCP connections.
- Added organization sharing to Google Workspace credentials while
keeping personal access available.
- Generated connection names automatically and resolved name conflicts
with numeric suffixes.
- Derived a validated public HTTPS origin from the request for
config-free managed OAuth.
- Updated connector contracts, tests, browser coverage, and authoring
documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/generic-mcp-connection.test.ts` (273 passed)
- Targeted UI/service regression suite (308 passed)
- Six targeted Playwright connection journeys on a fresh onboarding
instance (6 passed)
- Fresh-install browser proof through Tailscale HTTPS: enrolled with
Paperclip Cloud, connected managed Google Drive, and completed a real
read operation.
- [Exact-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/33669760711):
all 23 matrix jobs passed, including build, typecheck, server,
serialized, canary, and all browser shards.
- Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no
unresolved review threads.

## Risks

Apps are now visible to all operators. The removed experimental flag no
longer hides unfinished app definitions. Managed Google availability
still depends on the Cloud profile rollout and active instance
enrollment. Automatic conflict handling changes only the display name of
a newly conflicting connection.

> I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are
shipped. Connected Apps is planned, and this change improves the
existing shipped connection flow.

## Model Used

OpenAI Codex, GPT-5, with reasoning, browser control, 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>
2026-09-02 14:05:53 -05:00
Dotta fdf8c8464d
feat(runner): add managed provider backends (#12699)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Paperclip Runner provides durable, provider-neutral agent
execution.
> - The current stack supports qualified local providers but omits the
managed provider paths from the integration branch.
> - Claude Managed Agents and AWS AgentCore need explicit profile
qualification, durable recovery, usage accounting, and cleanup controls.
> - This pull request adds those managed backends as the third part of
the Runner parity stack.
> - The benefit is managed execution without weakening the default-off
Runner rollout gate.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: Runner, server orchestration, database profiles, CLI, and
adapter configuration UI.

**Problem or motivation**

The current Runner stack cannot select or execute the managed Claude
Agents API or AWS Bedrock AgentCore Harness backends. It also lacks
qualified profile storage and recovery checks for those remote
resources.

**Proposed solution**

Add qualified managed and remote profiles, API and CLI management, exact
provider selection, durable lifecycle handling, cumulative usage
accounting, bounded cleanup, and retention acknowledgement. Keep
`enableNativeRunner` default-off.

**Alternatives considered**

A direct copy of the old integration branch was rejected because its
provider contracts, model values, credential flow, and migration history
no longer match the current base. A single large parity pull request was
also rejected because stacked review keeps each subsystem bounded.

**Roadmap alignment**

This continues the existing Runner architecture and rollout work. It
does not introduce a separate execution system.

**Additional context**

This pull request is based on the merged #12691 and #12685 stack. It
also closes the delayed security-review findings reported on #12691 by
binding qualified ACPX and OpenCode launch artifacts to the bytes
actually executed. A GitHub search for managed agent, AgentCore, and
Claude managed work found no duplicate public issue or pull request.

## What Changed

- Add Claude Managed Agents and AWS AgentCore provider executors to
runnerd.
- Add qualified managed and remote profile storage, routes, OpenAPI
contracts, CLI commands, and migration 0237.
- Validate profile ownership, enabled state, exact qualified revision,
model, agent version, and secret binding before persistence and
recovery.
- Persist durable provider session and owned skill state for
restart-safe cleanup.
- Reconcile uncertain create responses and delete remote sessions before
owned skills.
- Track cumulative provider usage and enforce positive session spend
caps.
- Recover interrupted AgentCore usage at the next turn boundary by
charging the prior invocation ceiling exactly once; keep the session
gated until an explicit monotonic budget raise.
- Isolate AgentCore AWS configuration from host profiles and
credential-process/SSO configuration while preserving workload identity.
- Require OpenCode 1.18.17 and fixed build-owned provider-pack artifact
paths; remove the ambient executable override.
- Snapshot and content-verify ACPX and OpenCode commands, scripts, and
provider executables before launch. Linux executes sealed inherited
descriptors; macOS uses authenticated private snapshots with retry-safe
rematerialization at the spawn boundary.
- Persist canonical ACPX and OpenCode launch-profile digests, reject
drift across fresh recovery, and make recovery failures sticky.
- Close and journal unsafe ACPX active-turn recovery before any provider
bootstrap or reconnect.
- Add managed provider fields to the Runner configuration UI and
permission projection.
- Preserve the default-off `enableNativeRunner` experimental flag.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- Focused managed server, database, CLI, Runner TypeScript, Rust,
Claude, AgentCore, ACPX, OpenCode, process-supervisor, and
durable-recovery tests passed.
- `cargo test -p paperclip-runner-core --lib --locked` (160 tests)
- `cargo check --workspace --all-targets --locked`
- Native Codex integration tests passed (60 tests); native provider
tests passed (7 tests); server native-runtime tests passed (87 tests).
- Verified-launch replacement, nested-spawn retry, exact-version,
profile-drift, sticky-failure, and no-bootstrap active-recovery tests
passed.
- `git diff --check`
- The PR changes 91 files. `pnpm-lock.yaml` is unchanged. The Rust
workspace lockfile adds the approved `rustix` dependency used for safe
descriptor handling while `#![forbid(unsafe_code)]` remains enabled.

## Risks

- The provider APIs can change while they are in beta. Exact
qualification and fail-closed recovery checks limit drift.
- Remote cleanup can fail after a partial create. Durable ownership
inventories and retry-safe deletion preserve recovery state.
- Migration 0237 adds profile tables. The generated migration and
snapshot pass the repository migration checks.
- Managed execution can incur provider cost. Positive default spend caps
and explicit retention acknowledgement limit accidental use.
- An interrupted AgentCore invocation without final metadata is
conservatively charged to its active session ceiling. This can overstate
cost, but cannot undercount it; later work requires an explicit budget
increase.
- Linux qualified launches use sealed memory descriptors. macOS lacks
executable-descriptor APIs, so the runner uses owner-only private
snapshots and minimizes linked-path lifetime; hostile same-UID processes
remain outside the documented local-host trust boundary.
- The global Runner feature remains default-off.

> 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 tool use, code execution, and subagent review.

## 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 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
2026-09-02 00:48:30 -05:00
Dotta 8f9f850c20
fix: limit plan-to-auto transition to plan confirmation (#12695)
<!-- This pull request uses ASD-STE100 Simplified Technical English. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue thread controls plan review and agent work modes.
> - A user can accept a full plan or confirm a smaller checkbox action.
> - Only full plan acceptance must start automatic agent work.
> - The current transition did not check the interaction kind.
> - This pull request limits the transition to an accepted plan
confirmation.
> - The benefit is a safe and clear start of agent work after plan
approval.

## Linked Issues or Issue Description

**What happened?**

An accepted confirmation that targeted a plan could change an issue from
planning mode to standard mode. This included a checkbox confirmation. A
checkbox action is not approval of the full plan.

**Expected behavior**

Only acceptance of a current full-plan confirmation starts automatic
agent work. Other interaction kinds and rejected confirmations keep the
current work mode.

**Steps to reproduce**

1. Put an issue in planning mode.
2. Create a checkbox confirmation that targets the current plan
revision.
3. Accept the checkbox confirmation.
4. Observe that the issue enters standard mode before this fix.

**Paperclip version or commit**

The problem was present on `master` before this change.

**Deployment mode**

The problem is in the core server logic and is not deployment-specific.

## What Changed

- Require a full `request_confirmation` interaction before plan
acceptance starts automatic work.
- Add service tests for acceptance, rejection, stale interaction kinds,
and unchanged standard-mode behavior.
- Check the route activity log for the planning-to-standard mode change.
- Document the plan acceptance transition in the V1 contract.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts` passes 140
tests.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` was also started. Unrelated workspace-runtime tests
failed because fixed local runtime ports were occupied or offset on the
shared host. The same failures reproduce alone. The changed test files
pass alone.

## Risks

- Risk is low. The change adds one interaction-kind guard to the
existing transition.
- A full accepted plan confirmation still changes planning mode to
standard mode and an eligible review issue to todo in one transaction.
- Checkbox confirmations, questions, rejection, and standard-mode issues
keep their previous behavior.

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

## Model Used

OpenAI Codex with GPT-5, reasoning, tool use, and code execution. The
runtime does not expose the exact model suffix or context window.

## 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>
2026-09-01 17:18:42 -05:00
Dotta 4b6de5327e
Remove cheap model profiles (#12683)
## Thinking Path

> - Paperclip manages agents that use different model providers and
adapters.
> - Paperclip must keep agent execution rules clear and predictable.
> - The cheap-model profile added a second execution mode across
adapters, task recovery, APIs, and the UI.
> - That mode increased configuration and recovery complexity.
> - This pull request removes the cheap-model profile as a product
feature.
> - The benefit is one model-selection path for normal work and recovery
work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change simplifies model selection across agent configuration, task
execution, recovery, and adapter capabilities.

**Current behavior**

Paperclip exposes cheap-model profiles in adapter metadata, agent
runtime configuration, task overrides, recovery rules, APIs, and the
board UI. Recovery work can select a different model profile from the
agent's configured model.

**Proposed behavior**

Paperclip uses the agent's configured model for normal work and recovery
work. Status-only recovery stays limited to coordination work. The API
rejects legacy model-profile configuration. A migration removes stored
model-profile values from existing agent, issue, and historical revision
records.

**Reason and benefit**

One model path reduces configuration, API, UI, and recovery complexity.
It also prevents status recovery from becoming a separate product-level
model-routing feature.

**Breaking changes**

This change removes model-profile fields and adapter capability
metadata. Existing stored model-profile values are removed by an
idempotent migration. The validators reject new legacy profile values
with clear errors.

## What Changed

- Removed model-profile types, adapter capabilities, API fields, and
model selection logic.
- Removed cheap-model controls from agent and task UI surfaces.
- Kept status-only recovery limited to coordination context while normal
continuations use the configured agent model.
- Added an idempotent migration that removes stored model-profile values
from agents, issues, and configuration revisions without changing issue
update timestamps.
- Updated tests and product documentation for the single-model behavior.

## Verification

- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` completed with 5,607 passing tests and 8
environment-sensitive failures in unrelated fixed-port and
database-deadlock suites. The same failures repeated in an isolated
rerun. CI is the final clean-room result.

## Risks

- This is an intentional breaking change for clients that send
model-profile fields.
- The migration changes legacy agent, issue, and configuration-revision
JSON. It is idempotent and preserves unrelated fields and issue update
timestamps.
- The change is cross-cutting because the removed feature existed in
adapters, shared contracts, the server, plugins, and the UI.

> 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 `gpt-5`. Reasoning and tool use were enabled. The
runtime 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)
- [ ] 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>
2026-09-01 14:57:38 -05:00
Dotta 1ab159d3a7
feat(apps): consolidate connector management (#12684)
Completes the post-managed-OAuth connector lifecycle, Paperclip Cloud provisioning defaults, governed test flows, and consolidated Apps UI.\n\nCo-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-01 14:55:35 -05:00
Dotta 141f202e40
Clean up experimental settings features (#12681)
## Thinking Path

> - Paperclip is the open source app that people use to manage AI agents
for work.
> - Instance settings control optional product features and developer
tools.
> - The experimental settings page mixed active experiments, internal
tools, and old recovery controls.
> - Some workspace links also used the selected company instead of the
workspace owner.
> - These problems made settings hard to scan and could send users to
the wrong company route.
> - This pull request removes old controls, groups developer settings,
and resolves workspace links from workspace data.
> - The benefit is a smaller settings surface and correct workspace
navigation.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the instance experimental settings page, task watchdog
controls, dependency wake recovery, and execution workspace routes.

**Current behavior**

The settings page shows old recovery controls and mixes product
experiments with internal developer settings. Task watchdogs require an
extra feature flag. Some direct workspace links use the current company
prefix instead of the company that owns the workspace.

**Proposed behavior**

Remove the old task recovery experiment and its unused API surface. Make
task watchdog controls available without the removed flag. Put worktree
execution and managed environment controls in the developer section.
Resolve direct workspace links from the workspace owner and reject a
company prefix that does not own the workspace.

**Reason and benefit**

The smaller settings page is easier to understand. The server keeps only
the dependency wake backstop that it still uses. Workspace links open
under the correct company route.

**Breaking changes**

This removes the experimental issue graph recovery preview and run
endpoints. It also removes the task watchdog feature flag. Task watchdog
data and dependency wake behavior remain available.

## What Changed

- Removed the old task watchdog and issue graph recovery feature flags.
- Removed the old issue graph recovery preview, run controls, API
contracts, and unused recovery implementation.
- Kept resolved dependency wakes as the scheduler backstop.
- Grouped product experiments and Paperclip developer settings on the
instance settings page.
- Made task watchdog controls available without an extra experimental
flag.
- Added owner-aware redirects and company checks for execution workspace
routes.
- Hid the false stopped-state badge while a workspace has no active
runtime state.
- Updated focused server and UI tests for the new behavior.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,620 passing tests and four failures
in unchanged workspace runtime port tests. The same four failures repeat
when the two files run alone.
- The complete GitHub CI matrix passed, including all server, serialized
server, build, canary, and end-to-end jobs.

## Risks

- Clients that call the removed experimental recovery endpoints must
stop calling them.
- The route checks depend on workspace detail access. An unknown or
cross-company workspace returns the global not-found page.
- There are no database migrations, lockfile changes, workflow changes,
or design image changes.

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

## Model Used

OpenAI Codex with GPT-5. The exact deployment ID and context window are
not exposed. Reasoning, tool use, and code execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
2026-09-01 14:23:05 -05:00
Nicky Leach ed3559dd21
feat(server): split the Sentry DSN into front-end and backend variables (#12678)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip reports server and browser errors through optional Sentry
monitoring
> - One environment variable sends both error types to one Sentry
project
> - Operators need separate control for browser and server error data
> - This pull request adds specific variables and keeps the existing
variable as a fallback
> - The benefit is separate monitoring without breaking current
deployments

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Sentry configuration for server and browser monitoring uses one
environment variable.

**Subsystem affected**

Cross-cutting (multiple of the above)

**Current behavior**

`SENTRY_DSN` supplies the server and browser clients. Both clients
therefore report to the same Sentry project.

**Proposed behavior**

`SENTRY_DSN_FRONTEND` supplies the browser client. `SENTRY_DSN_BACKEND`
supplies the server process. `SENTRY_DSN` remains a fallback for either
component.

**Reason and benefit**

Operators can send browser and server errors to separate Sentry
projects. Operators can also activate only one component.

**Breaking changes**

None. Existing deployments can continue to use `SENTRY_DSN`.

## What Changed

- Add `resolveSentryDsns(env)` and use it in the server and browser
configuration paths.
- Add precedence, empty-string, fallback, and route tests.
- Update the README, observability guide, and stale code comments.
- Log one warning when the server uses the legacy fallback without
exposing a DSN value.

## Verification

- `pnpm vitest run --project server sentry-dsn` — 8 tests pass.
- `pnpm vitest run --project server auth-routes` — 21 tests pass.
- The earlier run of the three targeted suites passed 40 tests.
- `tsc --noEmit` passes for the files in this diff.
- All required GitHub Actions checks pass, including the full
continuous-integration suite.

## Risks

The main risk is an incorrect environment variable precedence rule. Unit
tests cover specific values, empty strings, and legacy fallback
behavior. The existing `SENTRY_DSN` path remains compatible.

## Model Used

OpenAI Codex — GPT-5, current runtime, 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>
2026-09-01 11:02:04 -07:00
Dotta 14c7efa068
fix(workspaces): enable UI hot reload by default (#12612)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Managed worktrees can run a Paperclip development server for each
task
> - The managed runtime used the built UI when its service did not set
the UI development middleware option
> - This made new UI source changes require a manual build instead of a
hot reload
> - The runtime must supply the development default while it must keep
an explicit operator choice
> - This pull request enables the UI development middleware for new
managed Paperclip development services
> - The benefit is that UI edits appear in the managed worktree browser
without a manual build

## Linked Issues or Issue Description

**What happened?**

A new managed Paperclip development worktree served the built UI by
default. An operator had to set `PAPERCLIP_UI_DEV_MIDDLEWARE=true`
before UI source changes could hot reload.

**Expected behavior**

New managed Paperclip development worktrees must enable the UI
development middleware by default. An explicit
`PAPERCLIP_UI_DEV_MIDDLEWARE=false` value must continue to disable it.

**Steps to reproduce**

1. Start a managed Paperclip development service without
`PAPERCLIP_UI_DEV_MIDDLEWARE`.
2. Open its UI.
3. Change a UI source file.
4. Observe that the browser does not receive the change until the UI is
built again.

**Paperclip version or commit**

This was reproduced on `317394456` from `master`.

**Deployment mode**

Local development with a managed worktree runtime.

## What Changed

- Set `PAPERCLIP_UI_DEV_MIDDLEWARE=true` for managed `paperclip-dev`
services when the service does not set a value.
- Keep explicit service values, including `false`.
- Add a regression test and document the default and the opt-out.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/workspace-runtime.test.ts -t "enables UI dev middleware by
default"`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,397 passing tests. Four existing
runtime-port tests could not use ports `42000` and `52000` because a
live managed runtime owns those ports on this host. The new regression
test passed separately.

## Risks

- Risk is low. The change applies only to managed services named
`paperclip-dev`.
- A service can keep the built UI by setting
`PAPERCLIP_UI_DEV_MIDDLEWARE=false`.
- There is no database or API contract change.

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

## Model Used

OpenAI Codex, `gpt-5.6-sol`, hosted Codex context window, high
reasoning, tool use, code execution, and multi-file repository editing.

## 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>
2026-09-01 10:06:53 -05:00
Dotta 0bdbf61564
feat(runner): add secure remote transport (#12639)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Runner gives native runs a durable and governed execution
path.
> - The lower stack PR adds authenticated remote execution targets and
provider ingress.
> - The Rust daemon currently accepts only loopback plaintext WebSocket
connections.
> - Remote Codex needs authenticated WSS dialing and provider-ingress
listener mode.
> - This pull request adds the bounded Rust transport contract.
> - The benefit is a secure transport layer for the Codex remote
vertical slice.

## Linked Issues or Issue Description

Refs #12638.
Refs #12616.
Refs #12352.

**Subsystem affected**

Paperclip Runner Rust transport and remote runner networking.

**Problem or motivation**

The runner daemon cannot connect to a public control plane with TLS. It
also cannot accept a provider preview connection on the run-bound
ingress path.

**Proposed solution**

Add WSS with native trust roots and an optional private CA bundle. Add a
fixed authenticated listener mode for provider ingress. Advertise the
exact transport contract through build metadata.

**Alternatives considered**

Plaintext public WebSocket connections would weaken the transport
boundary. A general listener would expose more network surface than the
run-bound provider ingress requires.

**Roadmap alignment**

This work supports the Cloud and Sandbox agents milestone. It also
supports self-healing native runs.

## Stack

- Lower merged PR: #12638.
- This PR contains only its 13-file delta against `master`.
- Later stack PRs add the task workspace and administrator UI.

## What Changed

- Added WSS dialing with rustls and native certificate roots.
- Added an optional bounded private CA bundle that augments native
roots.
- Kept plaintext WebSocket dialing restricted to loopback addresses.
- Pinned resolved dial addresses for the process lifetime.
- Added a fixed `0.0.0.0:43127` listener with an exact run-bound path.
- Rejected listener queries, ambiguous paths, and WebSocket extensions.
- Kept frame and message size bounds.
- Added bounded reconnect grace and exponential jitter.
- Retried bootstrap failures only before authentication proof
transmission begins.
- Kept post-proof failures fail-closed and bounded the welcome exchange
at two seconds.
- Added runnerd build metadata for the versioned transport contract.
- Updated Rust dependencies and `Cargo.lock` only for TLS and
certificate handling.
- Did not add provider dispatch, Pi, AWS, `pnpm-lock.yaml`, migrations,
or workflows.

## Verification

- GitHub Actions will run Cargo formatting, Rust tests, repository
tests, typecheck, build, security, and policy gates.
- Rust tests cover URL validation, listener path validation, build
metadata, durable recovery, and the existing Codex provider path.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check master...HEAD` passes.
- The delta contains 13 files.

## Risks

- TLS and listener changes affect the runner trust boundary.
- Public plaintext transport remains rejected.
- The listener uses one fixed port and one exact run-bound path.
- PRP authentication remains required after the WebSocket upgrade.
- The optional CA file uses the existing private-file checks and a 4 MiB
limit.
- This PR does not enable another provider or change direct adapters.

> 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 GPT-5.6. The work used high-reasoning agent mode,
repository tools, GitHub tools, and parallel code-audit agents.

## 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 or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] 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
- [ ] 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
2026-09-01 02:19:11 -05:00
Dotta 0a422fda52
feat(runner): add remote execution substrate (#12638)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Runner gives native runs a durable and governed execution
path.
> - The current native path runs on the control-plane host.
> - Remote environments need an authenticated execution-target contract.
> - The contract must not change direct adapters or enable new runtimes
by default.
> - This pull request adds the remote execution substrate and Daytona
ingress.
> - The benefit is a bounded base for later remote runner transport
work.

## Linked Issues or Issue Description

Refs #12616.
Refs #12352.

**Subsystem affected**

Cross-cutting. This change touches runner transport, server
orchestration, plugin contracts, and shared settings.

**Problem or motivation**

Native execution cannot resolve an authenticated runner ingress through
a remote environment. The server also lacks one provider-neutral
contract for remote execution targets.

**Proposed solution**

Add a default-off runner preview ingress capability. Add
transport-neutral runner connectivity. Add remote execution target and
lifecycle handling. Add a Daytona ingress implementation with redacted
credentials.

**Alternatives considered**

A provider-specific server path would duplicate orchestration and
authorization. A public endpoint without an environment contract would
weaken the trust boundary.

**Roadmap alignment**

This work supports the Cloud and Sandbox agents milestone. It also
supports self-healing runs and governed tool access.

## What Changed

- Added execution-target traits for local, SSH, and sandbox
environments.
- Added plugin RPC contracts for runner ingress endpoints.
- Added authenticated Daytona preview ingress.
- Added transport-neutral PRP outbound connections.
- Added remote runner artifact verification and fail-closed provider
selection.
- Added bounded native session resume, cancellation, and lifecycle
recovery.
- Preserved Codex-only selection for fresh experimental runner starts.
- Preserved all direct adapter execution and finalization paths.
- Removed stale Pi provider-pack requirements that security review
rejected.
- Kept the rollout controls off by default.
- Did not change pnpm-lock.yaml, Cargo, database migrations, or GitHub
workflows.

## Verification

- GitHub Actions will run the repository test, typecheck, build,
security, and policy gates.
- Focused tests cover ingress validation, redaction, execution targets,
remote lifecycle, cancellation, resume, and legacy adapter selection.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check origin/master...HEAD` passes.
- The diff contains 52 files.

## Risks

- Remote execution crosses a trust boundary.
- The implementation validates target capabilities, artifact digests,
provider-pack pins, and connection metadata.
- The feature remains default-off.
- Fresh native selection remains Codex-only.
- Existing direct adapters remain on the legacy path.
- This PR does not yet make remote Codex runnable. The next PR adds the
Rust WSS and TLS transport.

## Model Used

OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode,
repository tools, GitHub tools, and parallel code-audit agents.

## 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 or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] 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
- [ ] 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
2026-09-01 01:29:06 -05:00
Dotta c7ebc089cb
fix(apps): complete managed Google Workspace rollout (#12619)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Apps system gives agents governed access to external services
> - The managed Google Workspace connector uses separate profiles for
each app and access level
> - Several app definitions and callback paths did not enforce the same
profile contract
> - The default method could also select a customer OAuth setup when a
managed read profile was available
> - This pull request aligns the profile contracts, setup guidance,
default selection, and activity attribution
> - The benefit is a consistent managed connection flow for every Google
Workspace app

## Linked Issues or Issue Description

N/A — no public GitHub issue exists for this follow-up. Related merged
work:
[#12600](https://github.com/paperclipai/paperclip/pull/12600) and
[#12609](https://github.com/paperclipai/paperclip/pull/12609).

This change follows the merged Paperclip Cloud managed OAuth broker
work. It does not add a new broker or provider client.

**What happened?**

The Google Workspace connection definitions could drift from the shared
connector profile registry. The callback activity always named Gmail.
Google Sheets did not show the Developer Preview requirement. The setup
flow could select a customer-owned write method when Cloud advertised
only a managed read profile. The tool-access service had no non-Gmail
managed callback test.

**Expected behavior**

Each managed Google Workspace profile must use its exact app slug, MCP
URL, scopes, ownership, risk tier, and write-tool policy. Callback
activity must name the correct app and profile. Every Google Workspace
card must show the same Developer Preview prerequisite. An available
managed method must be the default within the selected capability. The
customer-owned method must remain available as a fallback.

**Steps to reproduce**

1. Advertise only the `gmail.read` managed profile.
2. Open the Gmail connection setup.
3. Observe that the customer-owned draft method becomes the default.
4. Complete a managed Google Drive callback.
5. Observe that the activity row names Gmail instead of Google Drive.
6. Open the Google Sheets setup.
7. Observe that it does not show the Google Developer Preview
prerequisite.

**Paperclip version or commit**

Current `master` at the start of this follow-up.

**Deployment mode**

Local development. The same connector definitions apply to Cloud-hosted
and self-hosted instances.

**Installation method**

Built from source with pnpm.

**Agent adapter(s) involved**

Not adapter-specific. This change affects the core Apps and tool-access
paths.

## What Changed

- Added one table-driven invariant for all 16 Google Workspace profiles.
- Verified each profile against its app slug, MCP URL, exact scopes,
capability, ownership, grant kind, risk tier, and write-tool allowlist.
- Kept the Google Chat write profile least-privilege because its only
enabled write tool is `send_message`.
- Added the Google Developer Preview prerequisite to Google Sheets.
- Preferred an available Paperclip-managed method before a
customer-owned method.
- Preserved explicit capability selection and the customer OAuth
fallback.
- Switched managed-profile availability from the anonymous global
capability document to the enrolled instance's signed status response,
so internal-pilot profiles cannot be enabled locally without an
authorized instance binding.
- Replaced the Gmail callback activity constant with the validated app
slug and connector profile.
- Added connector and route coverage for signed per-instance
capabilities, including inactive and malformed responses.
- Added a Google Drive callback test that covers the signed profile
request, personal vault refs, encrypted secret rows, catalog filtering,
and non-sensitive activity details.

## Verification

- `pnpm -r typecheck` — passed across all workspaces before the
signed-capability follow-up; final targeted shared and server typechecks
also passed after it.
- `pnpm exec vitest run
server/src/services/paperclip-cloud-connector.test.ts` — passed, 9
tests.
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` —
passed, 19 tests.
- `pnpm exec vitest run
server/src/__tests__/tool-access-service.test.ts` — passed, 205 tests.
- `pnpm test:run` — incomplete after the general server group reported
five failures in `server/src/__tests__/workspace-runtime.test.ts`. The
failures are outside the changed files. The run was stopped before the
remaining serialized suites because the shared worktree was needed for a
follow-up edit.
- `pnpm build` — passed on the final tree.
- `git diff --check` — passed on the final tree.

The five full-suite failures were:

- `records teardown and cleanup operations when a recorder is provided`
- `does not accept an occupied allocated port when listener ownership is
unavailable`
- `backfills a pre-existing HTTP-only managed worktree runtime to
verified HTTPS in place`
- `re-adopts a live service whose shell command differs from the
surviving process argv`
- `reuses a registered legacy worktree that already has the branch
checked out`

## Risks

- The default setup method changes when at least one Paperclip-managed
method is available. Explicit read, write, or draft choices still stay
within the selected capability group.
- Managed method availability now depends on Paperclip Cloud's signed
enrolled-instance status. A Cloud outage or an inactive enrollment hides
managed methods while leaving customer-owned OAuth available.
- The callback activity schema gains a non-sensitive `profile` value. It
does not include tokens, account identifiers, emails, tenant
identifiers, or provider error text.
- The profile invariant is strict. A future Google scope or tool change
must update the shared registry and the matching app definition
together.
- There are no database migrations and no public API changes.

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

## Model Used

- OpenAI Codex, GPT-5.6, with reasoning, repository tools, code
execution, and test execution. The effective context window was managed
by the Codex task runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
2026-08-31 19:06:11 -05:00
Dotta 25cf079ec5
feat(runner): add Codex-native application integration (#12591)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The runner package is useful only when the application can start,
observe, and recover a native Codex run safely.
> - Existing direct adapters must keep their current execution and
finalization paths.
> - The application boundary therefore needs additive persistence,
authorization, coordination, and recovery behind an explicit
experimental adapter.
> - This pull request adds that Codex-only boundary without activating
generalized providers, remote environments, or the later task/SDK
surfaces.

## Linked Issues or Issue Description

**Subsystem affected**

Shared contracts, database persistence, adapter utilities, server
native-runtime services, and the experimental Paperclip Runner adapter.

**Problem or motivation**

The already-landed runner package has a qualified Codex path, but the
application needs durable native-run state, guarded runtime selection,
authenticated coordination, tool security, finalization, and recovery
before the experimental adapter can be exercised safely.

**Proposed solution**

Add a Codex-only `paperclip_runner` application path behind the existing
default-off native-runner setting. Bind native state and coordination to
company/run identity, preserve persisted-run recovery, and leave every
direct adapter on its existing legacy execution path.

**Alternatives considered**

The earlier stack boundary introduced a generalized executor and
remote-environment lifecycle here. That made this PR depend on
implementations in higher PRs and changed reusable sandbox behavior
globally. Those pieces are now deferred together to #12592.

**Roadmap alignment**

ROADMAP.md does not list a conflicting native-runner integration
project. This change adds the application boundary for the existing
Runner architecture.

## What Changed

- Added native run/result/finalization/provider-trace persistence,
shared validators, and idempotent migration/replay coverage.
- Added guarded Codex-only runtime selection, authenticated PRP
coordination, recovery, finalization, and interaction services.
- Added run/company-bound tool-gateway authorization, credential
redaction, SSRF protections, and replay-safe behavior.
- Added the explicit `paperclip_runner` adapter behind the default-off
rollout setting.
- Preserved legacy answered-question wake projection and direct-adapter
execution/finalization paths.
- Hardened cancellation so only owned in-memory child processes are
signaled; persisted recycled PIDs/process groups are never trusted.
- Retained the narrow Claude ACPX isolated-context security follow-up
discovered after #12590.
- Deferred the generalized executor, provider ingress, remote lifecycle,
SDK/lab/eval work, release-process changes, and lockfile.

## Verification

- Changed-file delta against `master`: 133 files.
- GitHub Actions is the authoritative verification environment for this
PR.
- Full CI, security, and Greptile review will run on this lowest
unmerged stack PR.
- Local tests/build/typecheck were not run because this checkout is
resource constrained.
- Static diff/reference checks pass, and `pnpm-lock.yaml` is unchanged.

## Risks

- This touches central heartbeat and agent-route code, so legacy
compatibility is the primary risk.
- Runtime selection remains Codex-only and explicit; direct Codex,
Claude, OpenCode, process, HTTP, and plugin adapters remain on their
existing paths.
- Fresh native starts fail closed while the rollout flag is off;
persisted native records remain readable and recoverable.
- Cancellation, company/run binding, tool calls, status decisions, and
completion writes are guarded or replay-safe.

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

## Model Used

OpenAI Codex, GPT-5.6, with repository tools, code execution, and
parallel agent review.

## 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-PR
following the relevant 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
Paperclip ticket id
- [ ] I have run tests locally and they pass — GitHub Actions is
authoritative for this resource-constrained checkout
- [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
- [ ] All Paperclip CI and security gates are green
- [ ] Greptile is 5/5 with no open actionable findings
- [x] I will address all Greptile and reviewer comments before merge

## Stack

- Position: 3 of 5 overall; lowest of 3 currently unmerged
- Base: `master`
- Previous:
[#12590](https://github.com/paperclipai/paperclip/pull/12590), qualified
Claude ACPX runtime — merged
- Next: [#12592](https://github.com/paperclipai/paperclip/pull/12592),
generalized Codex executor, task experience, and developer SDKs

---------

Co-authored-by: Dev Agent <dev@paperclip.ing>
2026-08-31 14:38:38 -05:00
Dotta a7e6b818e9
feat(apps): add Paperclip Cloud managed OAuth connector (#12600)
## Thinking Path

> - Paperclip lets operators give governed tools to AI agents.
> - Connected Apps already support provider OAuth and personal
connection grants.
> - Some providers require one stable callback and do not support
dynamic client registration.
> - Self-hosted Paperclip instances can run at private or changeable
origins.
> - Paperclip Cloud can provide the stable callback while each instance
keeps its durable provider credentials.
> - This pull request adds the instance side of that managed OAuth
protocol and keeps customer-created clients available.
> - The benefit is a safe path to one-click Workspace connections for
hosted and enrolled self-hosted instances.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting. This change updates the server, Apps UI, shared app
definitions, and connection documentation.

**Problem or motivation**

Some OAuth providers require a pre-registered callback and
provider-owned client. An arbitrary self-hosted Paperclip origin cannot
use that client callback directly. Paperclip ID must also stay limited
to product identity instead of resource authorization.

**Proposed solution**

Use the existing Paperclip Cloud application as the fixed callback
broker. Enroll each instance to an exact origin and separate Ed25519 and
X25519 keys. Bind every request and sealed envelope to the instance,
environment, user, company, provider, profile, and exact scope set.
Store durable provider credentials only in the originating instance
vault.

**Alternatives considered**

Customer-created OAuth clients remain available as the independent
fallback. A generic redirect relay was rejected because it would allow
caller-selected destinations and scopes. Paperclip ID was rejected as
the broker because it is the identity boundary. A new service was
rejected because the existing Cloud application already owns customer
login and the public callback origin.

**Roadmap alignment**

This work extends the shipped MCP Tool Gateway and Apps milestone. It
also supports the Connected Apps and Cloud deployments roadmap items.

Companion Cloud implementation:
https://github.com/paperclipai/paperclip-cloud/pull/312

The duplicate search found no related open Paperclip PR or issue.

## What Changed

- Add a `paperclip_cloud_connector` client with signed requests, exact
profile and scope bindings, and X25519-sealed credential handling.
- Add explicit self-hosted enrollment with owner-only instance key
storage and exact HTTPS origins.
- Route managed Google Workspace setup through Paperclip Cloud and
preserve customer-created OAuth clients.
- Keep broker claims retryable until the local vault transaction
commits.
- Keep managed Google per-profile removal local-only to avoid
client-wide provider revocation.
- Add setup status to the Connections page and retain the Paperclip ID
names as compatibility aliases.
- Document the trust boundaries, enrollment, callback, refresh, removal,
and rollout flows.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/shared exec vitest run
src/app-definitions.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/services/paperclip-cloud-connector.test.ts
src/services/paperclip-cloud-connector-enrollment.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts -t 'brokered Gmail
OAuth|brokered OAuth state'`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/apps/Connections.test.tsx`
- `pnpm check:token-gates`
- `pnpm build`
- The full stable test runner also reproduced existing macOS workspace,
skill-discovery, and listener fixture failures outside the changed
paths. GitHub Linux CI is the authoritative full-suite result.

## Risks

- The managed flow depends on
https://github.com/paperclipai/paperclip-cloud/pull/312. Real provider
profiles stay disabled until Cloud deploys that protocol and the
provider approves the managed client.
- A Cloud outage blocks new authorization and refresh. Existing access
tokens continue to work until expiry.
- Managed Google profile removal only deletes the local grant. This
avoids invalidating the user's other profiles that share the managed
Google client.
- Legacy `paperclip_id_connector` records require a reconnect after
their current access tokens expire. Old Paperclip ID keys and refresh
tokens are not sent to Paperclip Cloud.

> 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-5.6 (Codex). Agentic coding, tool use, code execution, and
subagents were enabled. The context-window size is 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>
2026-08-31 14:34:46 -05:00
Dotta 39eafad47d
test(e2e): shorten and split Smoke Lab coverage (#12506)
## Thinking Path

> - Paperclip uses browser tests to protect critical operator flows.
> - The trusted pull request workflow runs the E2E catalog on three
existing runners.
> - Smoke Lab was one 168-second spec, so the shard scheduler could not
divide it.
> - The spec also repeated service-start calls, page loads, and
full-page screenshots.
> - This pull request removes that repeated work and divides the
scenario catalog into two independent specs.
> - The benefit is a shorter Smoke Lab run and a balanced E2E lane
without more AWS capacity.

## Linked Issues or Issue Description

Refs: #10629

**What existing behavior does this improve?**

This improves the trusted pull request E2E lane and its Smoke Lab
Playwright coverage.

**Current behavior**

Smoke Lab is one indivisible 168-second CI spec. It starts services for
every scenario, loads the same evidence page twice, and captures a
full-page success screenshot for all 56 lifecycle steps.

**Proposed behavior**

Start Smoke Lab services once per spec. Keep the per-scenario fixture
reset. Capture one representative success screenshot per scenario and
keep every failure screenshot. Run P1–P4 and P5–P7 as separate specs so
the existing duration-aware scheduler can put them on different runners.

**Reason and benefit**

The optimized lifecycle reduced local Smoke Lab wall time from 57.68
seconds to 37.04 seconds. This is a 35.8% reduction. The two halves also
let the existing three runners target about 125, 124, and 124 seconds of
recorded spec work instead of about 168, 125, and 124 seconds.

**Breaking changes**

None. The same seven scenarios and eight lifecycle steps still run. The
result API still records every step. Successful non-connect steps no
longer attach redundant screenshots.

## What Changed

- Reused one Smoke Lab service start within each spec while retaining
isolated fixture installation for every scenario.
- Removed the duplicate catalog evidence navigation.
- Reduced success screenshots from 56 to 7 while retaining screenshots
for every failed step.
- Split the shared lifecycle runner into P1–P4 and P5–P7 specs.
- Mark each successful split result as partial and keep dashboard health
amber until one run covers the full catalog.
- Updated the duration manifest and contributor docs for the split.

## Verification

- `pnpm -r typecheck` passed on Node.js 24.20.0.
- `pnpm build` passed on Node.js 24.20.0.
- `node --test scripts/__tests__/e2e-shard.test.mjs` passed 9 tests.
- `pnpm exec vitest run ui/src/pages/tools/smoke-lab-matrix.test.ts`
passed 8 tests.
- Both split specs passed together on Node.js 24.20.0 after the review
fixes: 2 passed in 35.7 seconds; shell wall time was 36.86 seconds.
- The pre-change Smoke Lab baseline passed with a 57.68-second shell
wall time. The optimized unsplit A/B run passed with a 37.04-second
shell wall time.
- The full local E2E catalog passed 44 tests and skipped 2 tests. One
existing `pipelines-tutorial-flow.spec.ts` assertion failed again when
run alone.
- The broad local unit run reproduced failures in untouched
workspace-runtime suites. Typecheck, build, shard tests, and all changed
browser coverage pass. CI remains the authoritative full-suite result.

## Risks

- The split duration weights use the measured local reduction and the
previous 168-second CI weight. They should be refreshed after two real
pull request runs.
- Service state is shared within each half. Fixture installation still
runs before every scenario to reset connection, policy, and catalog
state.
- Each half records passed execution with partial coverage. Dashboard
health recognizes the partial flag and stays amber because no single
runner covers the full catalog. A failed half still records failed/red.
- Fewer success screenshots reduce redundant artifacts. Every scenario
keeps its connect screenshot, and every failure still captures evidence.

> 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. The exact deployment ID and context window are
not exposed in this session. The model used agentic reasoning, code
editing, shell execution, browser testing, and GitHub tools.

## 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>
2026-08-31 10:15:39 -05:00
Dotta a560b48d6d
feat(apps): refine Postman and Shopify setup (#12357)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Provider catalogs must match each provider's current protocol and
credential contract.
> - Postman method labels and API-key placement were outdated.
> - Shopify now offers a UCP commerce endpoint that needs a managed
agent-profile argument.
> - This pull request updates both providers and documents the complete
connection-authoring workflow.
> - The benefit is accurate setup, safer runtime defaults, and a
repeatable provider review process.

## Linked Issues or Issue Description

Refs #11965

This is stack 10 of 11. It depends on stack 9 and preserves the final
catalog work recovered from #11965.

Related: #5904 covers Shopify skill routing. This pull request covers
the Apps connection contract instead.

## What Changed

- Update Postman hosted MCP methods, capability choices, default
selection, and bearer-token placement.
- Add Shopify UCP commerce and Storefront compatibility methods with
public-store prerequisites.
- Inject the reviewed Shopify UCP agent profile at runtime and remove
that managed field from user input schemas.
- Classify Shopify checkout completion and cancellation as destructive
actions.
- Expand the connection authoring runbook from provider research through
verification and pull request handoff.
- Add focused shared, server, and UI coverage.
- Make the approved-execution waiter phase-aware so slow preparation
cannot consume the provider execution timeout and grace period.
- Settle legacy pre-execute-on-approve requests and invocations as
failed, clear their stale idempotency key, and allow a fresh governed
approval instead of leaving work stuck in `executing`.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/tool-access-service.test.ts
ui/src/pages/apps/AppsConnect.test.tsx -t
"Postman|Shopify|normalizeConnectionMethodConfig|classifyRisk"` (16
passed)
- `pnpm exec vitest run
server/src/services/approved-execution-wait.test.ts` (4 passed)
- `pnpm exec vitest run server/src/__tests__/tool-gateway.test.ts -t
"enforces policy, approvals, retries, rate limits, and company
boundaries for connected remote MCP calls"` (1 passed)
- `pnpm exec vitest run
server/src/__tests__/tool-gateway-service.test.ts` (21 passed; includes
legacy approval settlement and fresh-approval recovery)
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`

## Risks

- Shopify UCP calls now include a Paperclip-managed agent profile that
overrides caller input at the same path.
- Postman EU credentials now use the hosted MCP server's bearer-token
contract instead of the general REST API header.
- The catalog generator and checked-in definitions change together to
prevent regeneration drift.
- Approved execution preparation has an explicit two-minute bound;
provider execution retains its own 65-second timeout and persistence
grace starting from durable provider start.
- Legacy approvals created before execute-on-approve are intentionally
terminalized and must be requested again under the current signed
contract.

> I checked `ROADMAP.md`. This provider update does not duplicate
planned core work. The related open Shopify PR addresses skill routing,
not Apps connections.

## Model Used

OpenAI Codex, GPT-5. The runtime exact model ID and context window were
not exposed. The model used 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 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
2026-08-29 12:08:35 -05:00
Dotta d387cc0ff0
feat(connections): add managed external MCP connectors (#12346)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connection intents need secure provider implementations to complete
setup.
> - Some providers use managed OAuth or external credential brokers.
> - Those tokens must stay out of durable Paperclip state and fail
closed when refresh fails.
> - This pull request adds managed connector backends and the required
storage contract.
> - The benefit is safer provider setup with governed credential
lifecycles.

## Linked Issues or Issue Description

Refs #11965

This is stack 8 of 11. It depends on stack 7 and replaces another
reviewable part of #11965.

## What Changed

- Add managed Google Workspace and external connector backends.
- Add Vercel Connect support without storing provider bearer tokens.
- Add replay-safe migration 0232 and its generated snapshot.
- Fail closed and clear stale token bindings when organization OAuth
refresh needs reauthorization.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 194 tests passed.
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`
- `pnpm exec vitest run --project @paperclipai/server
server/src/services/remote-url-credentials.test.ts` (5 passed, including
URL userinfo vault extraction)

## Risks

- Broker metadata errors can block provider setup.
- OAuth refresh failure disables the shared organization connection
until reauthorization.
- Migration 0232 is generated, ordered after 0231, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used 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 linked the public source pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [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
- [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
2026-08-29 12:08:34 -05:00
Dotta b3343dbd64
feat(connections): add self-serve intent runtime (#12345)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a governed way to request app connections during issue
work.
> - The catalog now describes the available providers and setup methods.
> - A request must become a durable, company-scoped intent before an
operator acts on it.
> - This pull request adds that intent runtime across server, agent,
CLI, and shared contracts.
> - The benefit is a safe bridge from agent need to operator-approved
setup.

## Linked Issues or Issue Description

Refs #11965

This is stack 7 of 11. It depends on stack 6 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent types, validation, service logic, and routes.
- Add agent runtime tools and CLI support for connection requests.
- Add issue-thread interaction support for connection intents.
- Add runtime, route, adapter, and contract tests.
- Hold the final resolved-continuation row lock through asynchronous
adapter preparation until an actual process spawn, so parking or
reassignment cannot cross that boundary.
- Report Hermes Gateway's first remote run request through the shared
dispatch hook so the resolved-intent lock is released at the true
dispatch boundary.
- Revalidate the addressed user's live non-viewer membership and
connection-management authority for every intent mutation, including
OAuth completion.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 176 tests passed.
- `pnpm build`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed;
includes non-process dispatch lock-release coverage)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/connection-intents-service.test.ts -t
"addressed-user mutation"` (1 passed)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/tool-access-service.test.ts -t "binds OAuth
callback completion to the initiating board session"` (1 passed)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter test --
src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook
ordering and exactly-once coverage)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck`

## Risks

- A malformed intent could create an unusable operator request.
- Validators and company checks reject invalid or cross-company
requests.
- The final continuation gate holds the issue row lock through adapter
preparation until process or remote dispatch; later operator changes use
the normal active-run interruption path.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used 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 linked the public source pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [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
- [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>
2026-08-29 12:08:34 -05:00
Dotta 6244e4cf32
feat(apps): add Composio and Gmail connectors (#12342)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections need both direct providers and managed provider
hubs.
> - The grant layer now defines safe credential ownership.
> - Composio needs parent and child connection lifecycle rules, and
Gmail needs governed setup.
> - This pull request adds both connector families on the grant
foundation.
> - The benefit is broader app access without weakening credential
isolation.

## Linked Issues or Issue Description

Refs #11965

This is stack 4 of 11. It depends on stack 3 and replaces another
reviewable part of #11965.

## What Changed

- Add Composio parent and child connection support.
- Add Gmail connection setup and governance.
- Preserve credential paths and remove duplicate binding declarations.
- Cascade Composio pause and restore actions to child connections.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 164 tests passed.
- `pnpm build`

## Risks

- Parent lifecycle changes can affect every Composio child.
- The service restores only children whose provider accounts remain
active.
- Credential binding paths are normalized before secret resolution.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used 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
- [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
- [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>
2026-08-29 12:08:33 -05:00
Dotta 20ccf3f476
feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External tools need explicit identity and access boundaries.
> - Shared connection credentials cannot represent every user-scoped use
case.
> - Grants must stay company-scoped and support safe delegation.
> - This pull request adds connection grants, identity rules, and their
database contract.
> - The benefit is durable control over which identity an agent may use.

## Linked Issues or Issue Description

Refs #11965

This is stack 3 of 11. It depends on stack 2 and replaces another
reviewable part of #11965.

## What Changed

- Add company and user connection grants.
- Add delegated identity and membership rules.
- Synchronize database, shared, server, and UI contracts.
- Register the grant-member replacement route in the OpenAPI surface in
the same layer that mounts it.
- Add migration 0231 with replay-safe guards and coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/openapi-routes.test.ts` (5 passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Incorrect grant selection could expose the wrong credential scope.
- The service enforces company and subject boundaries before credential
use.
- Migration 0231 is generated, ordered after 0230, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used 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 a public issue or pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [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
- [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>
2026-08-29 12:08:33 -05:00
Dotta cabc9146d0
feat(apps): add secure remote MCP and PostHog setup (#12339)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Remote MCP setup needs secure endpoint validation and durable
credentials.
> - PostHog needs both browser sign-in and personal API key setup paths.
> - This pull request adds the shared remote MCP foundation and the
PostHog definition.
> - The benefit is a secure and reusable base for later app connection
work.

## Linked Issues or Issue Description

Refs #11965

This is stack 1 of 11. It replaces the first reviewable part of #11965.

## What Changed

- Add guarded remote MCP setup and credential handling.
- Add PostHog OAuth and API key connection methods.
- Add focused server, shared contract, and UI coverage.
- Keep the migration replay-safe and idempotent.
- Give the late-close security regression the same 10-second CI headroom
as the adjacent real-timer handshake test.
- Synchronize fake-timer handshake tests at the exact ensure-session
boundary so real filesystem setup cannot race the fake deadline.
- Drive PTY overflow coverage only after listener registration so
scheduling cannot reorder the test fixture.

## Verification

- pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts
server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected
cases also passed five focused stress repetitions)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a
sandbox-provided value from a late close rejection into logs or the
result"` (1 passed)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never
promotes a late ensureSession resolution|closes a late-resolving real
handle exactly once"` (2 passed)
- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Remote endpoint validation can reject configurations that previously
passed without checks.
- OAuth configuration errors can block setup until the operator corrects
the provider settings.
- The migration uses guarded statements so repeated execution is safe.
- The test-only synchronization changes do not affect runtime behavior;
they remove filesystem/fake-clock and listener-registration races
observed under parallel CI load.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used 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 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>
2026-08-29 12:08:32 -05:00
Nicky Leach 64b7dce0ad
refactor(adapter-utils): replace the process-wide byte ledger with route-local byte bounds (#12465)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The adapter layer carries sandbox requests to host processes.
> - The HTTP/2 bridge used one process-wide byte ledger for all routes.
> - One busy route could exhaust that shared budget and move another
route to file transport.
> - This pull request gives each host retention site a fixed byte bound
and limits concurrent HTTP/2 streams.
> - The benefit is local protection: one route cannot consume the byte
budget of another route.

## Linked Issues or Issue Description

**What happened?**

The HTTP/2 bridge used one aggregate byte ledger for retained bytes
across all routes. A busy route could exhaust the shared budget and
force an unrelated route to use file transport.

**Expected behavior**

Each route should protect its own retained bytes. A reset on one HTTP/2
stream should cancel only that stream's host forward.

**Steps to reproduce**

1. Start the HTTP/2 bridge with multiple sandbox routes.
2. Send enough retained data through one route to reach the aggregate
byte limit.
3. Send a request through a sibling route.
4. Observe that the sibling route can fall back to file transport
because the first route used the shared ledger.

**Paperclip version or commit**

`47639e227e78e3c5e0dd1a3c0e2d792fe86895a3`

**Deployment mode**

Built from source with the adapter-utils and server test suites.

## What Changed

- Bound each host retention site with a fixed local byte limit.
- Limited concurrent live HTTP/2 streams with one built-in stream limit.
- Bound each host forward and response-body read to its own HTTP/2
stream lifetime.
- Removed the process-wide byte ledger, its environment override, its
metrics, and its file-transport fallbacks.
- Added tests for the stream limit, host body budget, and sibling-stream
cancellation.

## Verification

- Run `pnpm vitest run --project adapter-utils`.
- Confirm that 996 adapter-utils tests pass.
- Confirm that `test_live_forward_work_never_passes_the_stream_limit`
passes.
- Confirm that `test_the_host_body_budget_matches_the_stream_limit`
passes.
- Confirm that the sibling-stream cancellation test passes.
- Run `pnpm tsc --noEmit`.
- Confirm that all pull request checks pass.

## Risks

The bridge no longer uses a process-wide byte ledger. A local bound or
stream limit that is too low can reject or delay valid work. The tests
cover the new limits and stream cancellation behavior.

## Model Used

OpenAI GPT-5 Codex. Runtime model ID: GPT-5. The model used code
execution and repository tools. The runtime does 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>
2026-08-28 14:36:18 -07:00
Nicky Leach e127faa14c
fix(adapter-utils): bound the ACP startup handshake and fence the abandoned session promise (#12454)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Adapter utilities start and control agent sessions.
> - The ACP startup handshake can stay pending when the sandbox
transport closes.
> - A pending handshake keeps the run active and prevents a clear
operator result.
> - This pull request bounds the handshake and fences its abandoned
promise.
> - The result gives each startup failure a terminal state and a safe
host-authored diagnostic.

## Linked Issues or Issue Description

No matching public issue or pull request appeared in the GitHub search
for this failure. The issue details follow.

**What happened?**

The adapter engine awaited `runtime.ensureSession()` without a startup
bound. A lost sandbox transport could leave the await pending.

**Expected behavior**

The engine must end the run when the startup deadline expires or the
duplex transport closes. A late session result must not reopen the
settled run.

**Steps to reproduce**

1. Start an ACP-backed agent run.
2. Keep the ACP initialization call pending.
3. Let the startup deadline expire or close the duplex transport.
4. Confirm that the run reaches a terminal state and that a late session
result does not reopen it.

**Paperclip version or commit**

`66e1c0df8b23cb8354b36dd446d9548dc4389191` merge base.

**Deployment mode**

Local dev (`pnpm dev`).

**Installation method**

Built from source (`pnpm dev`).

**Agent adapter(s) involved**

Custom / external plugin adapter.

**Database mode**

Not database-related.

**Relevant logs or output**

The new tests use fixed host-authored diagnostics for handshake guard
failures and late close failures.

**Additional context**

The change updates the execution semantics document and adds regression
coverage. The three existing failures in `execute.test.ts` also occur at
the merge base.

## What Changed

- Bound `runtime.ensureSession()` with a startup deadline and a duplex
transport loss check.
- Added terminal error codes for handshake timeout and transport loss.
- Fenced late session resolution and rejection so the settled run has
one owner.
- Suppressed sandbox-controlled diagnostic values on the guard-failure
and late-close paths.
- Added regression tests for timeout, transport loss, late resolution,
and late close rejection.
- Documented the startup live-path contract.

## Verification

- `pnpm --filter @paperclipai/adapter-utils exec tsc --noEmit` exits 0.
- The engine test suite runs from the repository root.
- The new regression cases pass.
- The three known failures remain the only failures and also fail at the
merge base. The board approved this pre-existing test exception.
- Cold start and session resume cases pass.
- All required GitHub checks pass.
- Greptile reports 5/5 with no open P2 findings, recommendations, or
follow-ups.

## Risks

The startup guard changes only the ACP startup path. A slow but valid
startup can now end at the configured deadline. The fence closes a late
handle once and records fixed host-authored diagnostics.

## Model Used

OpenAI Codex, GPT-5, current model version, tool use and code execution,
with the full task context.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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. Three pre-existing failures remain and
have an approved exception.
- [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>
2026-08-28 12:21:37 -07:00
Melbin J Paulose 47bd4d4803
docs: point section 11 at the renamed implementation plan (#11677)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `doc/` tree is how a contributor learns the system
> - Section 11 of `doc/DEPLOYMENT-MODES.md` is a map to the other
documents
> - One entry on that map points at a file that is not there
> - Commit `9c7d9ded1` moved every plan into `doc/plans/` with a date
prefix, and this link kept the old name
> - This pull request updates the link to the current file name
> - The benefit is that a reader who follows the map arrives at the plan

## Linked Issues or Issue Description

No issue exists. The problem is below.

**Issue type**

Docs. A link points at a file name that changed.

**Where is the issue?**

`doc/DEPLOYMENT-MODES.md`, line 176, in section 11 "Relationship to
Other Docs".

**What's wrong?**

The line reads:

```
- implementation plan: `doc/plans/deployment-auth-mode-consolidation.md`
```

That file is not in the repository. Commit `9c7d9ded1` ("docs: organize
plans into doc/plans
with date prefixes") renamed it to
`doc/plans/2026-02-23-deployment-auth-mode-consolidation.md`.
The renamed file is there today. The link text was not updated.

The other four entries in section 11 are correct. I checked each one:
`doc/SPEC-implementation.md`, `doc/DEVELOPING.md`, `doc/CLI.md` and
`doc/spec/invite-flow.md`
all exist.

**Suggested fix**

Use the new file name in the link. That is what this pull request does.

## What Changed

- `doc/DEPLOYMENT-MODES.md` line 176 now names
`doc/plans/2026-02-23-deployment-auth-mode-consolidation.md`

## Verification

Run this command. It prints the file, so the new name is correct:

```
ls doc/plans/2026-02-23-deployment-auth-mode-consolidation.md
```

Run this command. It prints nothing, so the old name is wrong:

```
ls doc/plans/deployment-auth-mode-consolidation.md
```

## Risks

Low risk. The change is one file name in one line of documentation. No
code changes.

## Model Used

Claude (Anthropic), model ID `claude-opus-5`, 1M context window,
extended thinking, with tool
use and code execution.

The path was found by [docproof](https://github.com/melbinjp/docproof),
an open source
checker that compares what documentation claims against what the
repository contains. A
person then read the document, checked the rename in `git log`, and
confirmed the other four
links in the same section.

## 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

One box stays unticked and I would rather say so than tick it. I did not
run the test suite
locally, because the change is one line of prose and no test reads it.

The other two were unticked when this opened, because CI and Greptile
had not run yet. Both
have now. **29 checks pass and 2 report `skipping`** (Contributor trust,
Storybook visual
regression); none fail. Greptile returned **5/5** with no P2s: *"The
documentation-only change
appears safe to merge. The new path exists ... and replaces an obsolete
path that no longer
exists."*
2026-08-28 11:21:19 -05:00
Devin Foley dbf052577d
Follow the current onboarding arc in the release smoke (#12423)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A release is gated by the release smoke: it installs the published
`paperclipai` artifact into a Docker container and drives the sign-in →
onboarding → first-agent path with Playwright
> - That suite runs only from the release pipeline, never on a pull
request, so it sees the UI only after the UI has already changed
> - The onboarding wizard was rebuilt into the agent arc. The "Name your
organization" step, the "Start Onboarding" launcher, and the agent role
picker are all gone
> - The spec still waited for those, so it failed on its first assertion
and blocked every nightly and beta release
> - The failure was also hard to read. The workflow uploaded no
container logs, because it learned the container's name only after the
harness succeeded, and the harness ran the container with `--rm` and
deleted it before anything read it
> - This pull request rewrites the spec to follow the current arc, and
repairs the log capture at both ends
> - The benefit is that nightly and beta releases are unblocked, and the
next failure arrives with the logs attached

## Linked Issues or Issue Description

No existing issue. Describing it inline, following
`.github/ISSUE_TEMPLATE/bug_report.yml`.

Refs #12274 (removed the company-naming step from the wizard).
Refs #12135 (the previous alignment of this spec, before #12274).
Refs #12316 (open; also edits `scripts/docker-onboard-smoke.sh`, in the
bootstrap helpers rather than the container lifecycle, so the two
changes do
not overlap. Whichever lands second should rebase and re-run).

**What happened?**

The release smoke fails.
`tests/release-smoke/docker-auth-onboarding.spec.ts`
never gets past its first wait:

```
✘ tests/release-smoke/docker-auth-onboarding.spec.ts:43:3 › Docker authenticated onboarding smoke › logs in, completes onboarding, and hires the lead agent
Error: expect(locator).toBeVisible() failed — element(s) not found (timeout 20000ms)
> 33 | await expect(wizardHeading.or(startButton)).toBeVisible({ timeout: 20_000 });
```

The spec waits for an `h3` reading "Name your organization" or a
"Start Onboarding" button. Neither exists. #12274 removed the
company-naming
step; the string now survives only in a code comment and in
`ui/src/components/OnboardingWizard.step.test.tsx`, which asserts it is
*absent*. The steps after the first wait are stale too: the CTA on step
1 is
"Continue" and not "Next", the organization input's placeholder changed,
and
the agent step's `#onboarding-agent-role` picker is gone, so every
onboarding
hire is filed under the neutral `general` role.

The suite runs only from the release pipeline, so nothing on a pull
request
saw the drift. Both `smoke_nightly` and `smoke_beta` call the same
reusable
workflow, so every nightly and every beta was blocked.

The failure also arrived without diagnostics. The job's "Capture Docker
logs"
step is `if: always()`, but it is guarded on `SMOKE_CONTAINER_NAME`,
which the
"Launch Docker smoke harness" step writes to `$GITHUB_ENV` only *after*
the
harness returns. On any failure before that the guard is false, the step
does
nothing, and the upload reports "No files were found". Below that,
`scripts/docker-onboard-smoke.sh` starts the container with
`docker run -d --rm`, so the `docker stop` in its EXIT trap deletes the
container and its logs together — and a container that crashes on its
own is
removed the instant its process exits.

**Expected behavior**

The spec walks the onboarding arc the app actually presents, and proves
the
company is created, the lead agent is hired, and the first task is
seeded and
dispatched. When the smoke fails, the run's artifact carries the
container's
logs.

**Steps to reproduce**

1. Run the Release Smoke workflow against a published artifact that
carries
   #12274, or run it locally:
`PAPERCLIPAI_VERSION=2026.828.0-canary.3 SMOKE_DETACH=true
./scripts/docker-onboard-smoke.sh`
2. Run `pnpm run test:release-smoke` against that container.
3. The single spec fails at `openOnboarding()` after 20 seconds.
4. In CI, open the run's `release-smoke` artifact. It has no
   `docker-onboard-smoke.log`.

**Paperclip version or commit**

`2026.828.0-canary.3` (commit 8316ceb0b).

**Deployment mode**

Docker.

**Installation method**

npm / pnpm global install (the container runs `npx
paperclipai@<version>`).

**Node.js version**

v24.20.0 inside the container.

**Relevant logs or output**

```
Running 1 test using 1 worker
  ✓  1 [chromium] › tests/release-smoke/docker-auth-onboarding.spec.ts:76:3 › Docker authenticated onboarding smoke › logs in, completes onboarding, and hires the lead agent (7.0s)
  1 passed (8.7s)
```

That is the result after this change. Before it, the same command failed
at
the first wait, as quoted above.

## What Changed

- `tests/release-smoke/docker-auth-onboarding.spec.ts` now follows the
current
arc. It signs in, opens `/onboarding`, names the organization and
presses
"Continue" (which creates the company and routes straight to the agent
step,
because onboarding no longer asks for a mission), names the lead and
presses
  "Next", presses "Connect" on the default adapter to hire, then presses
  "Get started" to launch.
- The spec addresses controls by role and accessible name, or by id
where one
exists (`#onboarding-agent-name`). Step 1's field has no id and no
associated
  label, so it is found as the wizard's only text box rather than by its
  placeholder copy.
- The spec asserts the hired agent's role is `general`, which is what
the arc
files every onboarding hire under. Every other API assertion is
unchanged.
- The spec navigates to `/onboarding` explicitly and drops any saved
onboarding
draft first, so it can run twice against one instance. The suite retries
once
  in CI. It still asserts that a company-less board routes sign-in into
  onboarding, guarded on the board actually being empty.
- `scripts/docker-onboard-smoke.sh` accepts `SMOKE_CONTAINER_NAME`,
drops
  `--rm`, removes the container itself, and dumps `docker logs` to
  `SMOKE_LOG_FILE` before the teardown.
- `.github/workflows/release-smoke.yml` pins the container name in the
job's
`env`, so every `always()` step has it before anything runs. The capture
step
  refreshes the log from a live container when there is one, keeps the
harness's dump when there is not, and writes a one-line explanation when
  there is neither. The upload's paths are literals, and
`if-no-files-found: error` makes a broken diagnostics path fail rather
than
  warn.
- `scripts/docker-onboard-smoke.test.mjs` pins that wiring. It is added
to
  `test:release-registry`, which runs on every pull request.
- `doc/DOCKER.md` documents `SMOKE_CONTAINER_NAME` and `SMOKE_LOG_FILE`.

## Verification

The spec was run against a real container built from the published
`2026.828.0-canary.3` artifact, exactly as the workflow runs it.

```sh
SMOKE_CONTAINER_NAME=release-smoke-onboard \
HOST_PORT=3232 DATA_DIR=<tmp>/smoke-data \
PAPERCLIPAI_VERSION=2026.828.0-canary.3 \
SMOKE_READY_TIMEOUT_SECONDS=420 SMOKE_DETACH=true \
SMOKE_METADATA_FILE=<tmp>/release-smoke.env \
SMOKE_LOG_FILE=<tmp>/docker-onboard-smoke.log \
  ./scripts/docker-onboard-smoke.sh

PAPERCLIP_RELEASE_SMOKE_BASE_URL=http://localhost:3232 \
PAPERCLIP_RELEASE_SMOKE_EMAIL=smoke-admin@paperclip.local \
PAPERCLIP_RELEASE_SMOKE_PASSWORD=paperclip-smoke-password \
PAPERCLIP_PLAYWRIGHT_CHANNEL=chrome \
  pnpm run test:release-smoke
```

```
Running 1 test using 1 worker
  ✓  1 [chromium] › tests/release-smoke/docker-auth-onboarding.spec.ts:76:3 › Docker authenticated onboarding smoke › logs in, completes onboarding, and hires the lead agent (7.0s)
  1 passed (8.7s)
```

The same command was run a second time against the same, now non-empty,
instance. That covers the retry path, and it also passes.

The log capture was verified by making the container die during startup:

```sh
PAPERCLIPAI_VERSION=0.0.0-no-such-version \
SMOKE_CONTAINER_NAME=release-smoke-onboard SMOKE_LOG_FILE=<tmp>/fail.log \
  ./scripts/docker-onboard-smoke.sh
```

`<tmp>/fail.log` was written and carried the cause:

```
npm error code ETARGET
npm error notarget No matching version found for paperclipai@0.0.0-no-such-version.
```

The container was removed afterwards. On `master` this file is never
written,
because `--rm` deletes the container the moment its process exits.

The workflow's capture step was run by hand against three states: a live
container (258 lines), a removed container with the harness's dump
already on
disk (258 lines kept), and neither (a one-line explanation).

Unit coverage:

```sh
pnpm run test:release-registry   # 93 tests, 93 pass
```

Nothing under `ui/` changed, so `pnpm --filter @paperclipai/ui
typecheck` was
not required. `tests/release-smoke` is outside the TypeScript project
references; Playwright compiles it at run time, which the runs above did
three
times.

## Risks

Low risk. Nothing ships to users. The change touches one Playwright
spec, one
smoke script, and one workflow.

Points worth a reviewer's attention:

- **This suite gates every nightly and beta, and it runs only
post-merge.**
`smoke_nightly` and `smoke_beta` both call `release-smoke.yml`, and no
pull
  request runs it. Drift between the wizard and this spec is therefore
invisible until a release is already blocked, which is how this bug
reached
a release train. I think the arc deserves an earlier check. The cheapest
version is the one added here: `scripts/docker-onboard-smoke.test.mjs`
runs
on every pull request and pins the harness wiring. The full container
smoke
is too slow for the pull request path, but a UI-level test of the arc's
step
  sequence would catch exactly this class of drift, and
`ui/src/components/OnboardingWizard.step.test.tsx` is already the right
  home for it. I did not add it here, to keep this change to the repair.
- **Dropping `--rm`.** The container is now removed by the script's
cleanup
instead of by Docker. The script already ran `docker rm -f` before
starting,
  and the workflow's final step removes it too, so a leaked container is
cleaned up on the next run either way. A developer who kills the script
with
`SIGKILL` will leave a stopped container behind, where previously they
would
  not.
- **`if-no-files-found: error` on the upload.** The capture step now
always
writes the log file, so the upload always has at least one path to
match. If
  that ever stops being true, the job fails instead of warning. That is
  deliberate.
- **The spec drops the saved onboarding draft before it walks.** A stale
draft
makes step 1 skip company creation and hire into the previous run's
company.
That state only exists when the spec runs twice against one instance. A
fresh
  release-smoke container never has it.

## Model Used

Claude (Anthropic), Claude Opus, 1M context, extended thinking, agentic
tool
use via Claude Code. The container, the Playwright runs, and the failure
injection were driven as real commands on a local Docker host.

## 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
2026-08-28 07:21:08 -07:00
Nicky Leach 7895f7f2b0
Install the declared Sentry server package into the hosted image (#12330)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip supports opt-in Sentry error monitoring for server and
browser errors.
> - The hosted image must include the server package when an operator
sets SENTRY_DSN.
> - The server package is an optional peer in the source tree, so the
image did not include it.
> - This pull request installs the declared server package in the hosted
image and checks the result.
> - The benefit is a hosted tenant can send server errors without a
manual package install.

## Linked Issues or Issue Description

No public issue exists for this change.

**What happened?**

The hosted image did not include the declared @sentry/node server
package. A hosted tenant could set SENTRY_DSN, but the server could not
load the package from the image.

**Expected behavior**

The hosted image must include the exact @sentry/node version from
server/package.json. The self-hosted image must remain without this
optional package.

**Steps to reproduce**

1. Build or pull the hosted image.
2. Resolve @sentry/node from the server package path.
3. Compare its version with server/package.json.
4. Confirm that the tsx loader path still resolves.

**Paperclip version or commit**

Commit b6ff556a33ebdbe764b7f495951cd59009776608.

**Deployment mode**

Docker hosted image.

## What Changed

- Add a cloud-server-deps Docker stage that installs the declared
@sentry/node version in isolation.
- Copy the isolated package into the cloud image without changing the
production image.
- Add a probe that checks the tsx loader and the resolved Sentry
version.
- Run the probe after the hosted image push in the Docker workflow.
- Add server tests and update the observability documentation.

## Verification

- Run `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/cloud-image-sentry.test.ts`.
- Confirm that the changed test passes in CI.
- Confirm that all pull request checks pass.
- Note that the Docker workflow does not run for pull requests. It runs
after a push to master, for configured tags, or after manual dispatch.

## Risks

- Low risk. The production image body stays unchanged.
- The cloud image adds the declared Sentry package and a small
dependency tree.
- The workflow probe fails if the image loses the tsx loader or resolves
a different Sentry version.

## Model Used

OpenAI GPT-5; exact model version supplied by the execution service;
tool use and code execution; context window not specified.

## 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>
2026-08-27 19:10:49 -07:00
Devin Foley bdd8f1bedb
Repair the drizzle snapshot so generate emits no spurious migration (#12333)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip keeps its state in PostgreSQL, and `packages/db` owns that
schema through Drizzle
> - `drizzle-kit generate` writes a new migration by diffing
`packages/db/src/schema/` against the newest snapshot in
`packages/db/src/migrations/meta/`, so the snapshot must describe the
schema that the migrations produce
> - Snapshot `0228` recorded the new `error_count` column on the wrong
table, and snapshot `0229` inherited the error, so the newest snapshot
no longer matched the schema
> - Because of that, `generate` on `master` folded the drift into any
new migration: it emitted an `ADD COLUMN` for a column that migration
`0228` already creates, which fails on a fresh database, plus an
out-of-scope `DROP COLUMN`
> - This pull request moves the column entry to the correct table in
both snapshots and adds a test that repeats the diff `generate` performs
> - The benefit is that the next person who generates a migration gets
only their own change, and CI fails if the snapshot drifts again

## Linked Issues or Issue Description

No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/bug_report.yml`.

**What happened?**

`drizzle-kit generate` on `master` emits a wrong migration. The newest
snapshot, `packages/db/src/migrations/meta/0229_snapshot.json`,
disagrees with the schema in two places. It omits
`issue_question_response_deliveries.error_count`, which
`0228_nasty_grim_reaper.sql` creates. It also carries
`decision_archive_notification_outbox.error_count`, which no migration
ever creates and the Drizzle schema never declared. Snapshot `0228`
introduced both halves of the error: it added the new `error_count`
column to `decision_archive_notification_outbox` instead of the table
that the same migration creates. Snapshot `0229` copied it forward. Any
new migration therefore starts with two statements that do not belong to
it:

```sql
ALTER TABLE "issue_question_response_deliveries" ADD COLUMN "error_count" integer DEFAULT 0 NOT NULL;
ALTER TABLE "decision_archive_notification_outbox" DROP COLUMN "error_count";
```

The `ADD COLUMN` fails on a fresh database, because migration `0228`
already creates that column. The `DROP COLUMN` targets a column that
does not exist on any deployment.

**Expected behavior**

`drizzle-kit generate` reports "No schema changes, nothing to migrate"
on a clean checkout of `master`, and a new migration contains only the
author's own schema change.

**Steps to reproduce**

1. Check out `master` at commit `bc1a21564`.
2. Run `pnpm install`.
3. Run `pnpm --filter @paperclipai/db generate`.
4. Read the emitted `packages/db/src/migrations/0230_*.sql`. It contains
the two statements above, and no schema file was changed.

**Paperclip version or commit**

`master` at `bc1a21564`. The drift entered in #12307 (snapshot `0228`)
and was carried forward by #12291 (snapshot `0229`), which worked around
it by building its snapshot by hand.

**Deployment mode**

Not deployment specific. It affects anyone who generates a migration,
and it affects any fresh database that would later run the bad
migration.

**Database mode**

All PostgreSQL modes: embedded, local Docker, and hosted.

## What Changed

- Moved the `error_count` column entry from
`decision_archive_notification_outbox` to
`issue_question_response_deliveries` in
`packages/db/src/migrations/meta/0228_snapshot.json` and
`packages/db/src/migrations/meta/0229_snapshot.json`. Both files keep
their `id` and `prevId`, so the snapshot chain is unchanged.
- Added `packages/db/src/migration-snapshot-drift.test.ts`. It reads the
newest snapshot named by `_journal.json`, serializes the schema modules
with `generateDrizzleJson`, and asserts that `generateMigration` returns
no statements. This is the same diff that `generate` performs.
- Documented the snapshot rule in `doc/DATABASE.md` under a new
"Migration snapshots" section.

No migration SQL was added, renumbered, or edited. No schema file
changed. The database is correct as it is; only the snapshot was wrong.

Why both snapshots and not only the newest one: `0229` is the file that
`generate` reads, so repairing it is what fixes the bug. `0228` holds
the same error, and `drizzle-kit drop` removes the last migration and
its snapshot, which would promote `0228` back to newest and bring the
drift back. Repairing both removes that trap. Snapshots are never
applied to a database, so neither edit changes any deployment.

## Verification

Commands run from the repository root.

- `pnpm --filter @paperclipai/db generate` — "No schema changes, nothing
to migrate 😴". It writes no SQL file, no snapshot, and no journal entry.
`git status` stays clean. Before the fix, the same command wrote
`0230_fast_caretaker.sql` with the two spurious statements.
- The repaired `0229_snapshot.json` is byte-identical to the snapshot
that a real `generate` run produced, except for the `id` and `prevId`
that keep the chain intact.
- Chain check: the repaired `0228` and `0229` snapshots now differ by
exactly the two columns that
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` drops,
`companies.brand_color` and `companies.attachment_max_bytes`, and by
nothing else.
- Database check: applied all 229 migrations in order to an embedded
PostgreSQL, then compared the live schema with the repaired snapshot.
179 tables and 2687 columns match, with no missing column, no extra
column, and no nullability difference. The same comparison against the
pre-fix snapshot reports exactly two problems: `column only in snapshot:
decision_archive_notification_outbox.error_count` and `column only in
database: issue_question_response_deliveries.error_count`. This harness
was a scratch script and is not part of the pull request.
- `pnpm --filter @paperclipai/db typecheck` — pass. It runs
`check:migrations`, which is `check-migration-numbering` and
`check-migration-safety`.
- `npx vitest run --root packages/db` — 28 files, 102 tests, all pass.
This includes the new test.
- New test, negative case: with the pre-fix `0229_snapshot.json`
restored, `migration-snapshot-drift.test.ts` fails and prints exactly
the two spurious statements, plus the instruction to run `generate`. It
passes on the repaired snapshot. It takes about 1.2 seconds and needs no
database.
- `node scripts/check-forbidden-tokens.mjs` and `node
scripts/check-no-git-push.mjs` — pass.

## Risks

Low risk. A Drizzle snapshot is a build-time record for `drizzle-kit
generate`. It is never applied to a database, so this change cannot
alter any deployment, and no operator action is needed. Databases that
already ran migrations `0228` and `0229` are correct today and stay
correct.

The proof is a clean `generate`: the command that produced the wrong
migration now reports "No schema changes, nothing to migrate" and writes
nothing.

Two smaller notes:

- The new test depends on `drizzle-kit/api`, which is already a dev
dependency of `packages/db`. If a future `drizzle-kit` upgrade changes
that surface, the test fails loudly at import rather than passing
silently.
- The test imports every module in `packages/db/src/schema/`, which is
the same set that `drizzle.config.ts` points the CLI at. It deduplicates
by object identity, because the barrel re-exports the same table objects
and `drizzle-kit` rejects a table it sees twice.

## Model Used

Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.

## 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
2026-08-27 12:56:07 -07:00
Devin Foley bc1a21564f
Remove the company brand color and per-company attachment limit (#12291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company is the top-level container, and the company General page
holds its settings
> - Two of those settings did almost nothing: the brand color only
tinted the generated company icon, and the attachment size limit sat
under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that
already bounded every upload
> - A setting that changes one icon hue, and a setting that can only
lower a limit the operator already set, are not worth the page space or
the code that carries them
> - This pull request deletes both settings from the UI, the validators,
the API contract, the server, and the database
> - With the deployment cap as the only limit left, the message a person
sees when an upload is rejected has to name that limit in terms they can
act on, so the raw byte count becomes a human-readable size
> - The benefit is a shorter company General page for every deployment,
one attachment limit instead of two, and less code between an upload and
its ceiling

## Linked Issues or Issue Description

No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The company General page (`/company/settings`), the `PATCH
/api/companies/{companyId}` and `PATCH
/api/companies/{companyId}/branding` request contracts, and the
attachment upload limit on task, case, and company-import uploads.

**Subsystem affected**

Cross-cutting: `ui/`, `server/`, `packages/shared`, `packages/db`.

**Current behavior**

The company General page shows an "Appearance" section with three
controls: Logo, Brand color, and Attachment size limit. The brand color
is a hex value that feeds one thing — the hue of the generated company
pattern icon. Companies that never set one already get a hue derived
from the company name. The attachment size limit is a per-company byte
count stored on `companies.attachment_max_bytes`. Every upload path
clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES`
cap, so the per-company value can only lower a limit the operator
already chose.

**Proposed behavior**

The Appearance section keeps the Logo control only. The company pattern
icon always derives its hue from the company name. Every attachment path
reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES`
is the single limit. An upload rejected by that limit says so in human
units — "File is larger than the 10 MB limit" rather than a raw byte
count. The `companies.brand_color` and `companies.attachment_max_bytes`
columns are dropped, and both fields leave the company API contract.

**Reason and benefit**

Both settings ask an operator to make a decision that changes almost
nothing. The brand color moves one icon hue on a page that also lets you
upload a real logo, which overrides the icon entirely. The attachment
limit reads as a real control but cannot raise anything, so it is a
second place to look when an upload is rejected. Removing both shortens
the page every deployment sees, removes a company-scoped read from the
task attachment upload path, and leaves one attachment limit to reason
about instead of two.

**Breaking changes**

The company API responses no longer include `brandColor` or
`attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes
`companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is
strict, so a request that sends `brandColor` now returns 400; the
non-strict `PATCH /api/companies/{companyId}` schema strips it. Company
packages exported by older versions still import: the portability
company manifest schema is non-strict, so the retired keys are stripped
and ignored rather than rejected. Companies that stored a brand color
lose it — their icon reverts to the name-derived hue that every company
without a color already used.

## What Changed

- Removed the "Brand color" and "Attachment size limit" fields from the
company General page, along with their state, dirty checks, save
payload, and Save-button gating.
- Removed `brandColor` and `attachmentMaxBytes` from
`createCompanySchema`, `updateCompanySchema`, and
`updateCompanyBrandingSchema`, and deleted the now-orphaned
`DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and
`MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants.
- Removed both fields from the `Company` type, the portability manifest
type and schema, and the `companiesApi.update` payload allowlist.
- Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the
icon hue always comes from the company name. Deleted the now-unused
`hexToHue` helper and the now-unused `pickTextColorForSolidBg` export.
- Stopped emitting `brandColor` from the company service selection and
from the invite-summary and invite-branding payloads in
`server/src/routes/access.ts`.
- Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap:
task attachments, case attachments, and company import now use
`MAX_ATTACHMENT_BYTES` directly. The helper is deleted.
- Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and
routed every over-limit message through it, so a rejected upload names
the limit in human units instead of raw bytes: `Image exceeds 10485760
bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is
unchanged — the same single cap, the same multer limits, the same status
codes and response shapes.
- Added migration
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed
both columns from the Drizzle `companies` schema.
- Kept legacy imports working: the portability company manifest schema
is non-strict, so older packages carrying the retired keys still import
with the keys ignored.
- Updated the skill API reference and the implementation spec, and
pruned the token-extraction allowlist entries that the removed code made
stale.

## Verification

Commands run from the repository root:

- `pnpm --filter @paperclipai/shared typecheck` — pass
- `pnpm --filter @paperclipai/db typecheck` — pass (includes
`check:migrations`, which validates the new migration number and journal
entry)
- `pnpm --filter @paperclipai/ui typecheck` — pass
- server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` —
pass. `pnpm --filter @paperclipai/server typecheck` could not run
locally because it builds the Rust runner first and `cargo` is not
installed on this machine; the TypeScript step it wraps is the command
above.
- `npx vitest run packages/shared/src/validators/company.test.ts` — 6
passed
- `npx vitest run server/src/__tests__/company-portability.test.ts` — 90
passed
- `npx vitest run server/src/__tests__/attachment-types.test.ts
server/src/__tests__/assets.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/cases-routes.test.ts` — 165 passed (the
human-readable limit messages)
- `npx vitest run server/src/__tests__/company-branding-route.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/invite-summary-route.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/companies-route-cross-company-authz.test.ts` — all
passed
- `npx vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/company-delete.test.ts` — 27 passed
- `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure
unrelated to this change (`OnboardingWizard.test.tsx` "renders instead
of throwing when the browser denies storage access", which also fails on
`master`)
- `npx vitest run` in `server/` — see the note below
- `node scripts/check-token-gates.mjs` — no new violations; the only
reported violations are the pre-existing `PillGuy.tsx` ones present on
`master`

New tests added:

- `packages/shared/src/validators/company.test.ts` — the create and
update schemas strip the retired keys, the strict branding schema
rejects `brandColor`, and the portability manifest schema accepts a
legacy entry carrying both keys and drops them.
- `server/src/__tests__/company-branding-route.test.ts` — `PATCH
/api/companies/{companyId}/branding` returns 400 for `brandColor` and
does not call the company service.
- `server/src/__tests__/company-portability.test.ts` — a legacy package
that declares `brandColor` and `attachmentMaxBytes` imports
successfully, and neither key reaches `companies.create`.
- `server/src/__tests__/issue-attachment-routes.test.ts` — the effective
task attachment limit is the deployment cap, and the route no longer
loads the company to size an upload.
- `server/src/__tests__/attachment-types.test.ts` —
`formatAttachmentSize()` renders the default cap as `10 MB`, keeps one
decimal place for fractional sizes and drops a trailing `.0`, falls back
to KB and bytes for small caps, steps up to GB, and never emits `NaN`
for a degenerate input.
- `server/src/__tests__/assets.test.ts` — the asset-image and
company-logo routes both return the human-readable limit message on an
over-cap upload.

## Merge with master

`master` moved while this was open, and the merge needed two
resolutions:

- **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the
user-facing
copy from "company" to "organization", and that rewording landed inside
  the "Brand color" and "Attachment size limit" hints — the two fields
this change deletes. Both fields are removed, so the conflicted block is
dropped whole. The Logo field and every other copy change from #12243
are
  kept.
- **Migration renumbered 0228 -> 0229.** #12307 landed
  `0228_nasty_grim_reaper`, so this migration is now
`0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot
is
rebuilt from master's `0228_snapshot.json` with only the two `companies`
  columns removed, and `meta/_journal.json` is master's journal plus a
single `idx: 229` entry. `pnpm --filter @paperclipai/db
check:migrations`
  passes.

The snapshot was rebuilt by hand rather than taken from `drizzle-kit
generate`, because master's `0228_snapshot.json` has drifted from
master's
own schema: `issue_question_response_deliveries.error_count` is created
by
master's 0228 SQL but missing from its snapshot, and the snapshot still
carries `decision_archive_notification_outbox.error_count`. Regenerating
folds both into this migration, and the resulting `ADD COLUMN
error_count`
would fail on a fresh database where master's 0228 already created that
column. Rebuilding from master's snapshot leaves that drift exactly
where
it is and keeps this migration to the two column drops. The drift is
pre-existing on master and is not addressed here.

## Risks

- **The migration is a destructive column drop.**
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes
`companies.brand_color` and `companies.attachment_max_bytes`. It is safe
because both features are removed in the same change and nothing reads
either column after it. The statements use `DROP COLUMN IF EXISTS`,
matching the convention of the recent drop migrations in this
repository. The drop is not reversible: a downgrade after this migration
loses any stored values.
- **Stored brand colors are lost.** A company that had set a color now
renders the name-derived icon hue that every company without a color
already used. No other surface changes, and an uploaded logo still
overrides the icon.
- **API response shape narrows.** `brandColor` and `attachmentMaxBytes`
leave the company payloads, and `companyBrandColor` leaves the invite
summary payload. A client reading those fields now sees `undefined`. The
bundled UI and CLI are updated in this change.
- **Legacy imports are covered.** Packages exported by older versions
still carry both keys. The manifest schema is non-strict, so the keys
are stripped rather than rejected, and a test locks that in.
- **The over-limit message strings changed.** Anything matching on the
old `... exceeds N bytes` text — a test, a script, or a client that
string-matches `body.error` — needs updating. The status codes (422) and
response shapes are unchanged, so structured clients are unaffected.
- **Attachment limits can only widen.** A deployment that had lowered a
company below the deployment cap now allows uploads up to the cap for
that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller
ceiling is needed.
- **Storybook visual baselines shift** for the `CompanyPatternIcon`
matrix story, because those fixtures had brand colors. That workflow
runs only on a PR labeled `storybook-visual`, so it does not gate this
PR; regenerate the baselines if the label is added.

## Model Used

Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.

## 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
2026-08-27 12:11:05 -07:00
Nicky Leach 1de105c475
fix(observability): pin the Sentry browser SDK and gate the optional Sentry server peer on the exact version (#12270)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip uses separate server and browser packages for runtime
services and the board.
> - Sentry integrations need an exact SDK version and safe optional
loading.
> - A version range can select an SDK that the privacy tests did not
audit.
> - Missing peer metadata does not describe the optional server SDK
contract.
> - This pull request pins the browser SDK and gates the optional server
SDK on its exact version.
> - The benefit is a clear SDK contract with fail-open startup behavior.

## Linked Issues or Issue Description

**What happened?**

The browser package used the range ^10.71.0, so a lockfile refresh could
select a newer SDK. The server loaded @sentry/node dynamically but did
not declare its optional peer contract.

**Expected behavior**

The browser package must use the audited 10.71.0 version. The server
must load @sentry/node only when the installed peer matches 10.71.0. The
server must start when the optional peer is absent.

**Steps to reproduce**

1. Install the project dependencies.
2. Inspect the browser Sentry version and the server package metadata.
3. Start the server without installing @sentry/node.
4. Confirm that the server starts and that the dynamic Sentry bootstrap
does not load an unsupported peer version.

**Paperclip version or commit**

9c57c0f119

**Deployment mode**

Built from source with pnpm dev or pnpm build.

**Installation method**

Built from source.

**Agent adapter(s) involved**

Not adapter-specific (core change).

**Database mode**

Not database-related.

## What Changed

- Pin @sentry/browser to exactly 10.71.0 as a UI development dependency.
- Declare @sentry/node as an optional server peer dependency at 10.71.0.
- Gate the dynamic server bootstrap on the exact peer version.
- Add tests for the browser pin, peer metadata, version gate, and
fail-open loading.
- Document the supported server SDK version.
- Keep the lockfile unchanged because the pull request workflow
regenerates it for manifest changes.

## Verification

- Server tests pass with six expected skips when @sentry/node is absent.
- UI tests pass.
- The UI build emits the lazy Sentry browser chunk.
- git diff --check passes.
- GitHub pull request checks must pass after this pull request opens.
- Greptile must return a 5/5 score with no open findings.

## Risks

The exact version gate prevents Sentry startup when an unsupported SDK
version exists. The integration remains optional and fail-open. The
lockfile workflow must regenerate the lockfile before frozen downstream
jobs run. The label-gated Storybook visual job must not run until it can
restore the generated lockfile artifact.

## Model Used

OpenAI Codex, GPT-5, tool use and code review support, exact context
window details are managed by the execution platform.

## 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
- [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
- [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>
2026-08-27 07:20:03 -07:00
scotttong 4d82f5eaea
copy: unify user-facing "company" wording to "organization" (#12243) 2026-08-27 01:04:55 -07:00
Nicky Leach 06cd21ed0f
fix(observability): declare the optional OpenTelemetry peer dependencies (#12249)
## Thinking Path

> - Paperclip manages AI agents for work.
> - Paperclip includes an observability path that operators can enable
for tracing.
> - The server loads several OpenTelemetry packages only when tracing is
enabled.
> - The documentation calls these packages optional peer dependencies,
but the server manifest does not declare them.
> - This gap hides supported versions and stops Dependabot from
maintaining the packages.
> - This pull request aligns package metadata, runtime checks, and
documentation with the opt-in tracing design.
> - The change gives operators clear installation behavior and keeps the
no-op default.

## Linked Issues or Issue Description

This pull request fixes a package metadata and installation defect.
Related observability work appears in
[#8476](https://github.com/paperclipai/paperclip/pull/8476) and
[#9672](https://github.com/paperclipai/paperclip/pull/9672).

The server documentation described optional OpenTelemetry peer
dependencies, but `server/package.json` did not declare them. Package
managers and Dependabot could not see the supported version ranges. The
UI and Claude local adapter also relied on automatic peer installation
for `yjs` and `@anthropic-ai/sdk`.

The package manifests now declare the optional runtime packages. A
default install does not install optional tracing peers. The server
keeps its no-op behavior when tracing is disabled or a peer is absent.

## What Changed

- Add seven optional OpenTelemetry packages to `server/package.json` and
mark each package as optional.
- Keep `@opentelemetry/api` as a normal dependency for the no-op
interface.
- Disable automatic peer installation in `.npmrc`.
- Declare `yjs` for the UI package and `@anthropic-ai/sdk` for the
Claude local adapter.
- Check declared peer versions before the server loads a dynamic
OpenTelemetry import.
- Keep the endpoint gate, dynamic imports, and fail-open behavior
unchanged.
- Update the observability and README documentation.
- Tell Dependabot that its npm parser does not read `peerDependencies`.

## Verification

- Targeted server tests pass: 34 passed and 2 skipped.
- The skipped tests require the real OpenTelemetry SDK and remain
pre-existing.
- The pull request workflow regenerates the lockfile because manifest
files and `.npmrc` changed.
- The policy job confirms that the pull request does not include
`pnpm-lock.yaml`.
- GitHub checks pass except `security/snyk (cryppadotta)`, which remains
pending after its authorized wait cap.
- Greptile Review reports 5/5 with no open findings.
- Server typecheck passes.

## Risks

- Optional peers can produce a diagnostic when the installed version
does not match the declared range.
- A missing optional peer does not stop the server.
- Disabling automatic peer installation can expose undeclared package
use in other workspaces.
- This pull request declares the affected packages and adds tests for
the changed behavior.
- This pull request makes no database or API changes.

## Model Used

OpenAI Codex, GPT-5, with repository inspection and pull request
preparation.

## 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
- [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 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>
2026-08-26 17:34:53 -07:00
Dotta 75b6d22aac
fix(recovery): make silent-run detection UI-only (#12242)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The recovery service detects active runs that stop producing output.
> - The dashboard already shows suspicious and critical silence to the
board.
> - The recovery scan also creates delegated evaluation work for the
same signal.
> - Output silence alone does not prove that the run or source task
needs recovery.
> - This pull request keeps the signal and removes automatic recovery
artifacts.
> - The benefit is a visible watchdog signal without assignment changes,
wake requests, or issue noise.

## Linked Issues or Issue Description

- Refs #6596
- Refs #7036
- Refs #9475
- Refs #11544
- Refs #11839
- Refs #11961

## What Changed

- Keep the one-hour suspicious level and four-hour critical level in
active-run API summaries.
- Stop output silence from creating or changing issues, recovery
actions, comments, relations, assignments, and wake requests.
- Store snooze, continue, and false-positive decisions against the run
without an evaluation issue.
- Preserve terminal-source folding, orphan cleanup, and open legacy
evaluation links.
- Show informational watchdog copy and board controls without requiring
an evaluation-task link.
- Document the UI-only watchdog contract.
- Add focused server and UI coverage for artifact-free scans and board
decisions.

## Verification

- `pnpm -r typecheck`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts
ui/src/components/IssueRunLedger.test.tsx` (32 tests passed)
- `pnpm build`
- `pnpm check:token-gates`
- `git diff --check`
- `pnpm test:run` completed locally with 4,772 passing tests. It found
30 unrelated macOS test-harness failures in eight workspace, skill,
listener, and runtime exposure files. The failures use `/tmp` and
`/private/tmp` as different paths, require Linux `/proc` listener data,
or derive invalid HMR ports from the macOS ephemeral range.
- The full Linux CI matrix passed on the latest commit. It includes
build, typecheck, server tests, worker tests, serialization tests,
canary, and e2e tests.
- Greptile reviewed the latest commit at 5/5 with no actionable
findings.

## Risks

- The recovery scan keeps its existing result shape, but its created and
escalated counts remain zero for output silence.
- A false-positive decision now suppresses the signal for the full life
of that run.
- Open legacy evaluation issues remain visible and manually resolvable.
The scan does not refresh or reprioritize them.
- There is no database migration and no API schema change.

> I checked `ROADMAP.md`. This change corrects existing watchdog
behavior and does not duplicate planned core work.

## Model Used

- OpenAI Codex, GPT-5, with extended 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 the focused tests and non-platform
gates 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>
2026-08-26 15:26:12 -05:00
Nicky Leach 8f1e3cfe24
feat(observability): add opt-in Sentry error monitoring for the server and the browser (#12190)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server and the browser need clear error reports when an operator
enables external monitoring.
> - Paperclip already uses an opt-in OpenTelemetry pattern for server
traces.
> - Sentry can provide error reports for both runtime paths when the
operator sets one data source name.
> - This pull request adds one opt-in Sentry gate for the server and the
browser.
> - The benefit is faster diagnosis while the default setup sends no
Sentry data.

## Linked Issues or Issue Description

**What is improved?**

Paperclip gains optional error monitoring for server and browser
failures.

**Subsystem affected**

Cross-cutting (server, UI, and shared authentication data).

**Current behavior**

Paperclip has no built-in Sentry error capture for server failures or
browser boundary failures. Operators must inspect local logs and browser
tools.

**Proposed behavior**

When the operator sets `SENTRY_DSN`, the server and authenticated
browser use the same Sentry project. When the variable is absent, both
paths stay inactive. The server loads Sentry dynamically and fails open
when the optional package is absent.

**Reason and benefit**

Operators can inspect runtime errors in one Sentry project. The default
setup remains local and sends no monitoring data.

**Breaking changes**

None when `SENTRY_DSN` remains unset. Authenticated session responses
add the optional `sentryDsn` field.

**Additional context**

The implementation uses built-in Sentry privacy options. It disables
default HTTP context and breadcrumb integrations and keeps
`sendDefaultPii` false.

## What Changed

- Add an opt-in server Sentry gate with dynamic package loading and
fail-open behavior.
- Add the Sentry data source name to the authenticated session response.
- Add an authenticated browser Sentry gate and React error boundary
capture.
- Add tests for server, browser, route, and application error paths.
- Document activation, installation, privacy settings, capture behavior,
and operator controls.

## Verification

- Run `npx vitest run server/src/__tests__/sentry.test.ts`.
- Run `npx vitest run ui/src/lib/sentry.test.ts`.
- Run `npx vitest run server/src/__tests__/auth-routes.test.ts
server/src/__tests__/shutdown.test.ts`.
- Confirm that the full continuous integration suite passes on this pull
request.
- Leave `SENTRY_DSN` unset and confirm that the server and browser gates
stay inactive.
- Set `SENTRY_DSN` and install the optional Sentry packages before a
manual capture check.

## Risks

The operator controls the Sentry project and accepts the data risk when
the operator enables the feature. Error objects can contain messages,
stacks, or cause chains with private values. The default configuration
sends no data because the feature stays off without `SENTRY_DSN`. A
missing optional server package does not stop server boot.

## Model Used

OpenAI Codex, GPT-5, with tool use, repository inspection, GitHub CLI
operations, and code review support.

## 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>
2026-08-26 11:15:45 -07:00
Dotta a9d0927fe8
fix(adapters): restore Paperclip skill for legacy runners (#12225)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Legacy local adapters run agents that use the Paperclip skill for
the control-plane workflow.
> - PR #7029 removed the required-skill fallback and made runtime skill
selection depend only on stored preferences.
> - No migration or runtime fallback replaced that behavior for existing
agents or non-CEO agents.
> - PR #12138 added core skills to new CEOs, and PR #12147 added Claude
skill discovery. These changes did not mount the operational skill for
all legacy agents.
> - This pull request makes the operational skill a legacy adapter
runtime invariant. It keeps all other skills configurable.
> - The native runner stays unchanged because its protocol supplies the
control-plane contract.
> - The benefit is that new and existing legacy agents can always
operate through Paperclip.

## Linked Issues or Issue Description

Refs #7029

Refs #12138

Refs #12147

**What happened?**

A skill-capable legacy local agent could start without
`paperclipai/paperclip/paperclip`. This happened when the agent had no
stored skill preference. An explicit empty preference also removed the
skill. The agent then reported that the Paperclip skill was not
available.

**Expected behavior**

Every skill-capable legacy local adapter must mount the Paperclip
operational skill when the runtime inventory contains it. Optional
skills must remain configurable. The native runner must keep its current
protocol-based behavior.

**Steps to reproduce**

1. Create a non-CEO `codex_local` agent without `paperclipSkillSync`
preferences.
2. Start a legacy heartbeat.
3. Inspect the managed `CODEX_HOME/skills` directory.
4. Observe that the Paperclip skill is absent before this change.

**Paperclip version or commit**

The problem reproduces on `master` before this pull request. PR #7029
introduced the configured-only selection behavior.

**Deployment mode**

Local development and self-hosted legacy local adapters.

## What Changed

- Added a shared legacy skill resolver that always selects the canonical
Paperclip operational skill when it is available.
- Applied the resolver to direct adapter execution, ACPX execution,
skill snapshots, and persistent skill sync.
- Added Hermes skill materialization at sync and run boundaries.
- Aligned Cursor, Gemini, and OpenCode execution-time injection with the
configured child `HOME`.
- Made Hermes stop execution when another installation blocks the
required operational skill.
- Kept optional skills controlled by `paperclipSkillSync.desiredSkills`.
- Kept `paperclip_runner` on the configurable-only resolver.
- Added regression coverage for missing preferences, empty preferences,
each skill-capable legacy adapter, ACPX, Hermes, and native runner
isolation.
- Documented the legacy runtime invariant.

## Verification

- `pnpm -r typecheck` passed on the pushed commit.
- `pnpm build` passed on the pushed commit.
- The adapter utility regression suites passed: 236 tests.
- The changed server adapter suites passed: 48 tests across 12 files.
- The OpenCode adapter suite passed: 8 tests.
- The Hermes adapter suite passed: 7 tests.
- `git diff --check` passed.
- `pnpm test:run` is not clean on this macOS host. The command reported
failures in unchanged workspace and filesystem suites. An isolated rerun
of `company-skills.test.ts` and `company-skills-service.test.ts`
reproduced 11 failures because macOS resolved `/var/...` paths as
`/private/var/...`. The changed adapter suites pass independently.

## Risks

- This change deliberately makes the operational skill non-removable for
skill-capable legacy local adapters.
- Existing agents receive the skill on their next list, sync, or run
boundary. No database migration is required.
- The resolver does not create a skill when the runtime inventory does
not contain the canonical entry.
- Hermes aborts a run if another installation occupies the required
operational skill target.
- Hermes removes only an undesired Paperclip-owned symlink that still
points to the known Paperclip source.
- The native runner does not receive the legacy default.

> 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. The exact serving model ID and context
window were not exposed. The agent used 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>
2026-08-26 09:45:24 -05:00
Dotta 6524d2b67f
fix(dev): honor --data-dir isolation (#12193)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The development runner starts the local API, UI, and embedded
PostgreSQL services.
> - Developers need separate data roots when they run more than one
local checkout.
> - The runner forwarded `--data-dir` to a child process that did not
use it.
> - The migration check and server therefore continued to use the
default Paperclip home.
> - This pull request applies the data root before worktree setup and
migration checks.
> - The benefit is an isolated database and state root for each
requested development run.

## Linked Issues or Issue Description

Refs #7466

## What Changed

- Parse and consume `--data-dir`, `--data-dir=<path>`, and `-d` in the
development runner.
- Set isolated default home, config, and context paths before worktree
setup and migration checks.
- Keep explicit config and context paths unchanged.
- Include the normalized data root in the local service identity.
- Let `dev:list` and `dev:stop` select the matching isolated service
registry.
- Keep explicit option environments independent of ambient process
instance values.
- Add regression tests and development documentation.

## Verification

- `PAPERCLIP_INSTANCE_ID=ambient-test-instance pnpm exec vitest run
server/src/__tests__/dev-runner-options.test.ts` passes with 8 tests.
- `pnpm --filter @paperclipai/server typecheck` passes.
- `pnpm --filter @paperclipai/adapter-utils build` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm dev:list --data-dir ./tmp/dev-service-review-fixture` selects
the isolated registry.
- A live run of `pnpm dev --data-dir ./tmp/data-dir-pr-smoke` became
healthy on port 3101 while another checkout used port 3100.
- The live run used `./tmp/data-dir-pr-smoke/instances/default/db` on a
separate PostgreSQL port.
- The latest-head Linux CI matrix passes, including build, typecheck,
canary, all general and serialized test shards, and all e2e shards.
- `pnpm test:run` was attempted on macOS. Current `master` has unrelated
workspace path failures because `/tmp` resolves to `/private/tmp`. The
focused regression suite passes, and the full Linux matrix is green.

## Risks

- Risk is low. The change only affects development runs that pass
`--data-dir` and matching service-management commands.
- Explicit `PAPERCLIP_CONFIG` and `PAPERCLIP_CONTEXT` values still take
priority.

> 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 `gpt-5.6-sol` produced this change. The run used
tool-enabled reasoning and code execution. The runtime did not expose
its 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>
2026-08-26 09:08:31 -05:00
Dotta 9964b034bb
feat(runner): add hidden server PRP coordinator (#12176)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Paperclip Runner needs a narrow server trust boundary before an
adapter can start it.
> - The package has durable runner transport, but the server does not
host or authorize that transport.
> - Native persistence exists, but no writer connects PRP events to
those records.
> - A direct adapter must not enter this path by accident.
> - This pull request adds a hidden, run-bound PRP server coordinator.
> - The benefit is a recoverable server boundary that remains
unavailable to normal execution.

## Linked Issues or Issue Description

Refs #11962

Refs #12129

Refs #12169

**Subsystem affected**

Cross-cutting. The change affects the runner package and server
orchestration.

**Problem or motivation**

The server cannot authenticate runnerd, commit PRP events before ACK,
authorize semantic tools, or enter native finalization from a durable
runner result. The application must have this hidden boundary before a
guarded adapter can use the runner.

**Proposed solution**

Add an authenticated PRP WebSocket authority and register it only for
one exact persisted native Codex run. Bind each connection and event to
the company, issue, agent, run, runner, session, turn, item, and
verified runner identity. Commit each event before its cumulative ACK.
Project only authorized same-task read tools. Rebuild the accepted
result and finalization record from durable result and terminal events.

**Alternatives considered**

The server could expose a broad runner API key or route semantic calls
through existing adapter endpoints. Those options grant too much
authority and weaken replay recovery. The server could also add the
user-facing adapter in this pull request. That option would mix rollout
selection with the transport trust boundary and make legacy
compatibility harder to review.

**Roadmap alignment**

This work supports the shipped enforced-outcomes, governed-tool, and
self-healing-run milestones. It does not add a new roadmap surface.

## What Changed

- Add the durable PRP server authority with one-use bootstrap tickets,
reconnect leases, encrypted frames, bounded state, cumulative ACKs, and
idempotent commands.
- Add `/api/runner/v1/connect/:runId`. Derive its `ws://` or `wss://`
URL from the configured Paperclip API URL.
- Register one authority only after the coordinator verifies the
complete native Codex run binding.
- Commit validated PRP events to `heartbeat_run_events` before ACK.
Reject source gaps and conflicting replays.
- Rebuild accepted results and finalization records from durable result
and terminal events. Enforce finalization owner leases and retry times.
- Project five same-task read operations. Recheck run, agent, task, and
company authority for each call.
- Keep the route hidden. No adapter selects this coordinator, and no
code starts runnerd.
- Vendor the compiled runner TypeScript runtime into the server package
while keeping the workspace package development-only for the server.
- Document the package, database writer, run-log payload, and credential
exclusions.

## Verification

- Run `pnpm --filter @paperclipai/paperclip-runner check:all`. All
TypeScript protocol checks and 69 Vitest tests pass, including
commit-before-ACK crash recovery. All 43 Rust unit tests and 13 Rust
integration tests pass. Conformance and replay parity pass.
- Run the focused server WebSocket, coordinator, package-build, and
startup-wiring suites. All 26 tests pass, including a clean-checkout
reproduction with the runner `dist` directory absent.
- Run `pnpm -r typecheck`.
- Run `pnpm test:run`.
- Run `pnpm build`.
- Confirm that the diff contains 19 files. Confirm that it contains no
workflow or `pnpm-lock.yaml` change.

## Risks

- The server installs the WebSocket route at startup. An unregistered or
malformed run path fails closed and creates no native record.
- Bootstrap tickets are one use. The private state directory uses mode
`0700`, and the state file uses mode `0600`. The file stores derived
authentication verifiers and never stores raw tickets or lease tokens.
- The journal has explicit frame, command, event-window, and file-size
bounds. A bound violation closes the runner connection or rejects the
command.
- A runner event reaches the database before its ACK. A crash between
event commit and ACK causes a byte-equivalent replay, not a second
logical effect.
- The coordinator accepts only an existing queued or running native
Codex row with exact company, task, agent, runner, session, and
completion-contract ownership.
- Existing direct adapters do not call this service. They keep their
current execution, transcript, result, and finalization paths.
- The server has no production dependency on the private runner package.
Its build copies the compiled runtime into `server/dist`; the workspace
link is development-only. This adds no external package and does not
change the lockfile.

> 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 GPT-5. The exact deployment ID and context-window
size are not exposed. The model used agentic reasoning, repository
tools, code execution, and 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
2026-08-25 14:17:14 -05:00
Dotta 4d2af732ae
feat(runner): add native persistence contracts (#12169)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs need durable records so Paperclip can explain results and
final status changes.
> - The current heartbeat tables support direct adapters, but they do
not model native runner evidence.
> - The runner transport and server coordinator must share a strict
finalization contract before they write production data.
> - This pull request adds that contract and its additive database
boundary.
> - It does not select the Paperclip Runner or change any existing
adapter execution path.
> - The benefit is a reviewable persistence layer that preserves all
current behavior and supports later guarded integration.

## Linked Issues or Issue Description

Refs #11962

Refs #12129

## What Changed

- Add native run result, finalization, completion, assessment, status
decision, and status effect tables.
- Add inert native metadata to heartbeat runs and events. Keep `legacy`
as the default runtime mode.
- Bind each evidence relationship to one company, issue, run, contract,
result, assessment, and decision with composite constraints.
- Add a strict `paperclip.native_finalization.v1` shared type and
validator.
- Preserve database functions, triggers, and the unique indexes required
by foreign keys in JavaScript backups.
- Add migration, backup, mixed-owner denial, validator, and
direct-adapter compatibility tests.
- Document the new records and their ownership rules.

## Verification

- Run `pnpm -r typecheck`.
- Run `pnpm build`.
- Run `pnpm db:generate`. The schema output and migration safety checks
remain current.
- Run
`PAPERCLIP_PSQL_PATH=/Applications/Postgres.app/Contents/Versions/latest/bin/psql
pnpm exec vitest run
packages/shared/src/validators/native-finalization.test.ts
packages/db/src/client.test.ts packages/db/src/backup-lib.test.ts
server/src/__tests__/heartbeat-workspace-busy.test.ts
server/src/__tests__/heartbeat-comment-wake-batching.test.ts`. All 52
tests pass.
- The full local `pnpm test:run` run completed 4,688 tests. It found 30
existing macOS test-environment failures. A serial rerun with the
canonical `/private/tmp` path reduced those failures to six existing
listener-diagnostics and skill-browser cases. None of those suites use
files in this change.
- The full Linux GitHub Actions matrix passes. This includes all
general-server, serialized-server, workspace, browser, build, typecheck,
canary, and aggregate verification jobs.
- Greptile passes at 5/5. Contributor trust, Superagent, Socket, and
Snyk pass with no finding from this change.
- Storybook visual regression skips by path because this pull request
has no UI or Storybook change.
- Confirm that the diff contains 25 files. Confirm that it contains no
workflow or `pnpm-lock.yaml` changes.

## Risks

- The migration adds tables, columns, indexes, a function, a trigger,
and ownership constraints. It does not remove or rename existing data.
- Composite foreign keys reject mixed-company, mixed-issue, and
mixed-run evidence even when each ID exists.
- The status-version trigger runs only when an issue status changes.
Backup tests confirm that restore retains this trigger and its
dependencies.
- Native source identifiers are unique when present. Legacy event rows
remain unchanged.
- This change does not add a unique run sequence constraint. The later
native writer must allocate its sequence atomically before that
invariant can be safe.
- Existing adapters keep their current execution and finalization paths.
New heartbeat runs default to `legacy` mode.

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

## Model Used

- OpenAI Codex with GPT-5. The exact deployment ID and context-window
size are not exposed. The model used agentic reasoning, repository
tools, code execution, and 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-25 13:08:39 -05:00
Nicky Leach 445547c989
feat(duplex): run the Daytona sandbox callback bridge over Node HTTP/2 (#12120)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Sandbox providers carry agent work through controlled execution
channels
> - The Daytona callback bridge uses a bespoke line-framed protocol over
its duplex channel
> - The bespoke protocol adds framing work and does not use the Node
transport that already supports multiplexed streams
> - This pull request carries raw bytes across the channel, adds a Node
HTTP/2 bridge, and selects it for Daytona
> - The benefit is one authenticated, multiplexed callback session with
queue_v1 as the bounded fallback

## Linked Issues or Issue Description

**Subsystem affected**

The packages/plugins Daytona provider and the shared duplex execution
path.

**Problem or motivation**

The Daytona callback bridge uses a bespoke line-framed protocol over the
provider duplex channel. This adds protocol work and limits stream
handling.

**Proposed solution**

Carry raw bytes through the cross-layer channel. Add an authenticated
Node HTTP/2 host server and sandbox client gateway. Select http2_v1 for
Daytona and retain queue_v1 as the fallback.

**Alternatives considered**

Keep the current duplex_v1 protocol. This keeps the bespoke framing path
and does not provide one HTTP/2 session for callback streams.

**Roadmap alignment**

ROADMAP.md lists Daytona under cloud and sandbox agents. This change
improves the shipped Daytona provider path.

**Additional context**

The branch adds no dependency. Node 24 provides the http2 module. The
host token check and canonical path parser remain the single dispatch
path.

## What Changed

- Carry raw Uint8Array chunks through the adapter, plugin, worker,
runtime, and Daytona layers.
- Encode bytes as base64 only across the JSON-RPC hop, because JSON has
no binary type.
- Add the bounded host HTTP/2 server and the in-sandbox HTTP/2 client
gateway.
- Authenticate every stream with the per-run bridge token before route
work.
- Parse the path once and reuse the canonical result for route and
forwarding work.
- Select http2_v1 for Daytona and fall back once to queue_v1 when the
client preface is absent.
- Add transport, session, stream, and fallback telemetry.
- Mark HTTP/2 as the preferred transport and queue_v1 as the
soft-deprecated fallback.

## Verification

- `npx vitest run packages/adapter-utils/src` — 990 passed and 4
skipped.
- `npx vitest run
server/src/__tests__/plugin-worker-manager-duplex.test.ts` — 32 passed.
- `npx vitest run --config
packages/plugins/sandbox-providers/daytona/vitest.config.ts` — 220
passed and 6 skipped.
- `npx tsc --noEmit` in `packages/adapter-utils`, `packages/shared`,
`packages/plugins/sdk`, and `server` — clean.
- No `package.json` or `pnpm-lock.yaml` file changed.
- The live Daytona test skips when `DAYTONA_API_KEY` is absent.
- The root `npx tsc --noEmit` command has a pre-existing missing
`packages/adapters/droid-local` reference on this branch and on
`master`.

## Risks

- The transport change affects several duplex layers and could expose
byte-boundary errors.
- A missing HTTP/2 client preface falls back once to queue_v1 and
records `preface_missing`.
- The host token check and canonical path parser must remain on the
shared dispatch path.
- The live Daytona test needs `DAYTONA_API_KEY` and does not run in this
agent sandbox.

## Model Used

OpenAI GPT-5, tool-enabled coding agent with repository inspection,
GitHub CLI, and shell 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>
2026-08-25 07:35:39 -07:00
Dotta 0f0e544317
fix(cli): open dashboard after onboarding service starts (#12164)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The CLI can install and start Paperclip as a managed user service
during onboarding.
> - Recent fixes now install the service shim and remove the redundant
foreground start prompt.
> - The service path still ends without a dashboard URL or an open
browser.
> - The server can also move to a free port when the configured port is
busy.
> - This pull request adds a health-aware handoff to the managed
service's actual endpoint.
> - The benefit is that new users can reach Paperclip without starting a
second process.

## Linked Issues or Issue Description

**What happened?**

After interactive onboarding installs and starts the managed service,
the command ends without printing the dashboard URL or opening the
browser. If the configured port is busy, the service can use a fallback
port that the onboarding process does not know.

**Expected behavior**

Onboarding must print the dashboard URL that belongs to the managed
service. An interactive terminal should open the URL after the local
health check succeeds. A non-interactive terminal should only print the
URL.

**Steps to reproduce**

1. Start from a host without an installed Paperclip service.
2. Run another process on the configured Paperclip port.
3. Run `npx paperclipai@<version> onboard` in an interactive terminal.
4. Accept the managed service installation.
5. Observe that the service starts on a fallback port, but onboarding
does not provide or open that dashboard URL.

**Paperclip version or commit**

`b6854e61c` on `master`, after #12148, #12151, and #12153.

**Deployment mode**

Local managed user service on macOS or Linux.

**Installation method**

`npx paperclipai@<version> onboard`. The same onboarding path can also
run after `install.sh`.

Related public pull requests: #12148, #12151, and #12153.

## What Changed

- Record each running CLI server's PID, selected port, and dashboard URL
in atomic per-instance runtime metadata.
- Accept runtime metadata only when its PID matches the active managed
service.
- Wait for the selected runtime endpoint to report healthy before
printing its URL.
- Open the URL in interactive terminals and keep headless runs
browser-free.
- Keep the printed configured URL as a fallback when runtime discovery
fails.
- Use browser-launch wording that only claims the URL was sent to the
opener.
- Add runtime metadata, fallback-port, health handoff, headless, and
failure-path tests.
- Document the managed service dashboard handoff.

## Verification

- `pnpm exec vitest run cli/src/__tests__/onboard-service.test.ts
cli/src/__tests__/runtime-info.test.ts cli/src/__tests__/onboard.test.ts
cli/src/__tests__/open-url.test.ts
cli/src/__tests__/service-health-check.test.ts` — 44 tests passed.
- `node --test scripts/service-onboard-smoke.test.mjs` — 4 tests passed.
- `pnpm -r typecheck` — passed on head `82920596a`.
- `pnpm build` — passed on head `82920596a`.
- `pnpm test:run` — 4,685 tests passed. The command also reported 31
failures in nine server test files outside this change. This machine
generated invalid test ports above 65,535, and some project-skill
fixtures resolved outside the worktree.

## Risks

- Risk is low because the new handoff runs only after a successful
service installation.
- Onboarding can wait up to 60 seconds when runtime metadata or the
health check does not become ready.
- Runtime metadata is matched to the supervisor PID, so stale or
foreground-process metadata is ignored.
- A non-interactive terminal does not open a browser.
- A failed health check or browser launch does not fail onboarding. The
CLI keeps a manual URL visible.

> 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 family. The runtime did not expose the exact model
ID or context window. The model used reasoning, repository tools, GitHub
access, 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>
2026-08-25 09:33:09 -05:00
Nicky Leach d1573244b5
refactor: disambiguate the Telemetry and Observability data paths (#12128)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip records first-party events, OpenTelemetry data, and local
run-log events
> - The code and documents used one term for these three data paths
> - This naming made the required review level unclear
> - This pull request names each data path in the module names,
documents, and code comments
> - The benefit is a clear review rule without a runtime change

## Linked Issues or Issue Description

**Issue type**

Unclear or confusing.

**Where is the issue?**

`packages/shared/src/telemetry/README.md`, `doc/observability.md`,
`doc/run-log-events.md`, and the duplex instrumentation modules.

**What's wrong?**

The repository used Telemetry for first-party events, OpenTelemetry
data, and local run-log events. This usage made the data path and review
level unclear.

**Suggested fix**

Use Telemetry only for Paperclip first-party events. Use Observability
for OpenTelemetry data. Use the run log for rows in
`heartbeat_run_events`.

Related public pull requests: #8476 and #9672.

## What Changed

- Rename the duplex instrumentation modules and identifiers from
`Telemetry` to `Observability`.
- Move the Observability and run-log contracts out of the Telemetry
README.
- Add `doc/observability.md` and `doc/run-log-events.md` as the
canonical documents.
- Add a file-path review rule to `AGENTS.md`.
- Correct the remaining code comments that name the wrong data path.
- Keep all event names, payloads, database records, spans, configuration
keys, environment variables, and runtime paths unchanged.

## Verification

- `npx vitest run packages/shared/src/telemetry/readme-contract.test.ts`
passes.
- `npx vitest run packages/adapter-utils/src/published-exports.test.ts`
passes.
- `npx vitest run
packages/adapter-utils/src/acpx-engine/startup-timing.test.ts` passes
with 42 tests.
- `pnpm --filter @paperclipai/adapter-utils typecheck` passes.
- `pnpm --filter server typecheck` passes.
- The old module name does not remain in TypeScript or JSON files,
except for the intentional publication guard.
- CI and Greptile checks remain pending after PR creation.

## Risks

- The old duplex module subpath no longer has a compatibility shim. The
board accepted this intentional hard break.
- The new duplex module subpath stays blocked from package publication.
- The change has no runtime effect. The main risk is an incorrect
document or module reference.

## Model Used

OpenAI GPT-5 Codex, exact model ID `gpt-5`, with tool use and code
review support.

## 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 documentation issue
fields
- [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 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>
2026-08-24 16:42:33 -07:00
Dotta 41bf5cafa1
docs(runner): define architecture and compatibility (#12084)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent execution currently uses direct adapters inside the server
process.
> - The proposed Paperclip Runner adds a separate process and a new
protocol boundary.
> - This boundary needs clear trust, recovery, rollout, and
compatibility rules before code lands.
> - Large runner changes are difficult to review as one pull request.
> - This pull request defines the first small boundary for the runner
series.
> - The benefit is a stable design contract for later implementation
pull requests.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

The repository does not have a concise architecture decision or
compatibility contract for Paperclip Runner.

**What's wrong?**

The available runner design material is too large for normal review. It
mixes architecture, implementation history, test evidence, and deferred
work. Reviewers need a short statement of the process boundary, trust
model, rollout behavior, and direct-adapter compatibility rules.

**Suggested fix**

Add one architecture decision record and one compatibility document.
Keep implementation details and campaign evidence out of this pull
request.

Related public work: Refs #11041, #11297, #11634, #11639, #11640, and
#11962. This pull request is the first small replacement in the new
review series for #11962.

## What Changed

- Added an architecture decision for the runner process, PRP v1
transport, semantic tools, durable recovery, and additive server
integration.
- Added a compatibility and rollout contract for the default-off
adapter, existing direct adapters, persisted native runs, and the task
page.
- Defined the initial package and provider limits. The first production
provider is Codex only.
- Defined acceptance checks for later implementation pull requests.

## Verification

- `pnpm install --frozen-lockfile` passed with Node 24.19.0 and pnpm
9.15.4.
- `pnpm check:node-version` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `git diff --check origin/master...HEAD` passed.
- The pull request changes 2 files.
- `pnpm test:run` completed with 4,686 passing tests and 30 failures in
unchanged master paths. The failures reproduce macOS path aliases,
invalid generated port values, and local listener behavior. This
documentation-only change does not touch those paths. Linux CI must pass
before this pull request is ready.
- All applicable GitHub Actions and security scans passed. The Storybook
visual job skipped because this documentation-only change does not match
its paths.
- Greptile completed at 5/5 with no actionable comments.

## Risks

Low implementation risk. This pull request changes documentation only. A
later implementation can still diverge from the contract. Each later
pull request must prove its behavior against these compatibility rules.

I checked `ROADMAP.md`. This design supports the governed tool and
control-plane direction. It does not add an overlapping user feature.

## Model Used

OpenAI Codex with GPT-5 was used. The exact serving model ID and context
size were not exposed. The model used high reasoning, repository tools,
GitHub tools, and local 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
- [ ] I have run tests locally and they pass
- [ ] 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
2026-08-24 09:30:47 -05:00
Dotta ae6761e2b0
fix(server): authorize agent resume through direct grants (#12047)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip keeps agent lifecycle changes behind control-plane
authorization
> - Plugins can create agents in a paused state until an operator
activates them
> - An agent with a direct configuration grant could not resume these
agents
> - A paused plugin-managed agent also had no stable provenance in its
pause reason
> - This pull request adds one protected resume path and preserves every
other lifecycle gate
> - The benefit is safe recovery from plugin provisioning without a
broad permission change

## Linked Issues or Issue Description

Refs #8168. That pull request uses a role capability and also opens
clear-error. This change uses the current grant system and keeps
clear-error closed.

**What happened?**

A plugin can create a paused managed agent. An agent actor cannot resume
that agent, even when the actor has a direct `agents:configure` grant.
The paused agent can also have a null pause reason.

**Expected behavior**

An agent with a direct `agents:configure` grant can resume an accessible
paused agent. An agent without that grant cannot resume it.
Plugin-managed paused agents show stable plugin provenance. A completed
resume stays in effect after reconcile.

**Steps to reproduce**

1. Install a plugin that declares a managed agent with `status: paused`.
2. Give a same-company agent a direct `agents:configure` grant.
3. Call `POST /api/agents/{id}/resume` with the granted agent key.
4. On the base revision, observe a board-only authorization error.

**Paperclip version or commit**

`master` at `63df7ad2b3`.

**Deployment mode**

All deployment modes. This is a server authorization and reconcile
behavior.

## What Changed

- The resume route now uses the protected `agent_config:update` decision
with `requiresChangeGrant: true` for agent actors.
- The route keeps board access, tenant non-disclosure, and invalid
organization-chain protection.
- Resume activity now records the real user or agent actor, run, and API
key.
- Plugin-managed paused agents now receive a stable provenance reason
and pause time at creation.
- Reconcile backfills only a null reason on an agent that is still
declared and stored as paused.
- Reconcile preserves manual, budget, system, and other pause reasons.
It does not pause a resumed agent again.
- The implementation specification now records the narrow resume
exception.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/plugin-managed-agents.test.ts` passed: 2 files and
26 tests.
- `pnpm --filter @paperclipai/server typecheck` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- GitHub CI passed all policy, typecheck, build, test, e2e, canary, and
security gates on commit `306edf469c`.
- Greptile reviewed all 5 changed files. Its check passed with 0
comments and 0 unresolved threads.
- The host uses Node 22.22.2. The repository requests Node 24.11 or
newer, so pnpm printed engine warnings.
- A broad `pnpm test:run` attempt did not complete its general-server
group. Runtime port fixtures failed because host port `52000` was
already bound. The isolated failing fixture reproduced the same port
conflict. The focused feature tests passed before and after the final
commit.

## Risks

The main risk is an unintended lifecycle permission increase. The change
limits agent access to resume only. It requires a protected
direct-change decision. It does not open pause, clear-error, terminate,
approval, or key-management routes. Tests cover denial, self-denial,
tenant isolation, organization-chain checks, and activity attribution.
There is no database migration.

> This change fixes a narrow gap in the completed plugin, approval, and
activity-log roadmap areas. It does not add a new roadmap feature.

## Model Used

OpenAI Codex `gpt-5.6-sol`, with xhigh reasoning, tool use, and code
execution. The runtime did not expose its 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>
2026-08-23 16:15:32 -05:00
Dotta f572e08678
fix(recovery): stop automatic stranded-task takeovers (#11961)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The recovery service restores execution when a task loses its live
path.
> - The service retries the original agent for a limited number of
attempts.
> - The old fallback could select a manager or an executive and wake
that agent.
> - That fallback changed the effective recovery owner without a board
decision.
> - This pull request keeps the source owner and gives the exhausted
recovery decision to the board.
> - The benefit is a clear ownership rule with no automatic task
takeover.

## Linked Issues or Issue Description

Refs: #11807

Refs: #11817

**What existing behavior does this improve?**

This improves stranded-task recovery in the server and the recovery
action card in the board UI.

**Subsystem affected**

Cross-cutting: server recovery orchestration, recovery observability,
board UI, and execution documentation.

**Current behavior**

Paperclip retries the original agent for a limited number of attempts.
After the retry limit, it can select a manager, task creator, CTO, or
CEO as a recovery owner. It can then wake that substitute agent. The
source task keeps its assignee, but the automatic substitute wake
creates an implicit takeover path.

**Proposed behavior**

Paperclip keeps the limited retry path for the original agent. If
recovery is exhausted or unsafe, Paperclip creates one board-owned
source recovery action. It keeps both source assignee fields. It does
not wake a substitute agent. The board can repair, retry the original
owner, explicitly reassign, or resolve the task.

**Reason and benefit**

Source task ownership must remain stable until a person or an approved
policy changes it. The new rule removes implicit manager and executive
takeover. It also gives operators clear evidence through the
`board_escalation_no_takeover_v1` routing marker.

**Breaking changes**

Automatic recovery no longer wakes a manager or executive after the
original-agent retry limit. Existing active agent-owned recovery actions
remain visible and can resolve. Paperclip does not schedule a new
takeover wake for those legacy actions.

## What Changed

- Route exhausted and unsafe stranded recovery to a board-owned source
action.
- Preserve agent and user assignee fields during automatic escalation.
- Keep limited same-agent continuity repair and provider quota
monitoring.
- Stop new manager, creator, CTO, and CEO recovery wakes.
- Keep legacy agent-owned recovery actions readable and resolvable.
- Add the routing marker to new board escalation evidence and
observability.
- Update recovery notices, the board UI card, tests, and execution
documentation.

## Verification

- Run `pnpm -r typecheck`.
- Run `pnpm build`.
- Run `pnpm check:token-gates`.
- Run `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-process-recovery.test.ts`.
- Run `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-workspace-branch-containment.test.ts`.
- Run the focused recovery and UI Vitest files changed by this pull
request.
- Confirm that a paused or over-budget source owner creates one board
action, keeps the source assignee, and creates no substitute wake.

## Risks

- Operators must now make the final recovery decision after the
original-agent limit.
- Legacy agent-owned actions use their stored contract. This avoids a
rollout-time ownership rewrite.
- No database migration or API response shape changes are included.
- The tests cover concurrent escalation, paused and over-budget owners,
legacy actions, provider quota monitoring, and UI presentation.

> 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 GPT-5. The hosted exact model revision and context
window are not exposed. Reasoning, tool use, and code execution were
enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
2026-08-22 11:41:24 -05:00
Dotta 417336f8be
fix(workspaces): attach PR preparation to existing branches (#11703)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution workspaces isolate an agent task from the primary
checkout.
> - Pull request preparation can need a branch that already contains
completed work.
> - The workspace policy could not require an exact existing branch.
> - Workspace cleanup also treated worktree creation as branch
ownership.
> - This pull request adds an exact existing-branch policy and separate
branch ownership metadata.
> - The benefit is safe pull request preparation that preserves every
existing commit and operator-owned branch.

## Linked Issues or Issue Description

**What happened?**

A pull request preparation run could not pin its execution workspace to
an exact existing branch. Workspace reuse and cleanup could also confuse
worktree creation with branch ownership.

**Expected behavior**

The run must attach only to the requested branch in an isolated Git
worktree. It must fail if the branch is missing, busy, or inconsistent.
Cleanup must not delete a branch that Paperclip does not own.

**Steps to reproduce**

1. Create a branch that contains completed work.
2. Configure a pull request preparation task to use that branch.
3. Start the task and observe that the prior policy cannot require the
exact branch.

**Paperclip version or commit**

This behavior reproduces on the base revision before this pull request.

**Deployment mode**

Local development with isolated Git worktrees.

## What Changed

- Add `existingBranch` to the execution workspace policy and shared
validation contracts.
- Require `existingBranch` to use an isolated Git worktree and reject
conflicting branch templates.
- Attach to the exact branch without creating, renaming, resetting, or
deleting it.
- Track branch ownership separately from worktree creation and use that
ownership during cleanup.
- Return HTTP 422 for invalid existing-branch settings on every
issue-producing route.
- Add a bounded repair script for existing pull request preparation
tasks.
- Add focused policy, route, heartbeat, runtime, and ready-comment
tests.
- Document the exact-branch behavior and safety rules.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspace-policy.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/issue-existing-branch-validation-status.test.ts
server/src/__tests__/workspace-runtime.test.ts
server/src/services/workspace-runtime-exposure.test.ts
server/src/services/workspace-runtime-ready-comment.test.ts` passed 335
tests.
- `pnpm -r typecheck` passed for all workspace projects.
- `pnpm test:run` passed 4,431 tests. Two unrelated embedded-Postgres
setup hooks timed out under aggregate load. Their isolated rerun passed
74 tests.
- `pnpm build` passed for all workspace projects.
- The two review regressions passed with 139 unrelated tests skipped.
- All latest-head CI gates passed after one unrelated timing-sensitive
test passed on rerun.
- Greptile scored the latest head 5/5 with no unresolved review threads.

## Risks

- Invalid workspace settings now return HTTP 422 instead of a generic
validation response.
- The exact branch must already exist and must not be checked out by
another worktree.
- The new policy fails closed when it cannot prove branch identity or
ownership.
- This change has no database migration.

> 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 from the GPT-5 family assisted with this change. The
runtime did not expose its exact deployment ID or context window. The
agent used high-reasoning mode, repository tools, shell execution, 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>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 17:23:18 -05:00
Nicky Leach 69590890d4
Fix remote-only workspace base refs and pre-adapter retry loops (#11892)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution workspaces give each run an isolated directory and a
selected base ref
> - A remote-only base ref can fail before `git worktree add` when the
ref is not local
> - A setup failure before adapter dispatch must block the run without
an agent-only retry
> - This pull request resolves both remote-tracking ref forms and bounds
recovery for the same unresolved ref
> - The benefit is correct workspace setup and no repeated pre-adapter
recovery loop

## Linked Issues or Issue Description

This PR has no existing public issue. It addresses a workspace setup
bug.

**What happened?**

A remote-only base ref could fail before `git worktree add`. A setup
failure before adapter dispatch could also queue an agent-only
missing-comment retry.

**Expected behavior**

Paperclip must resolve `fix/foo` and `origin/fix/foo` before it creates
a worktree. An unresolved ref must create a human-owned configuration
blocker. Paperclip must not queue an agent-only retry when the adapter
never starts.

**Steps to reproduce**

1. Configure an execution workspace with a base ref that exists only on
the remote.
2. Start a run that creates a fresh worktree.
3. Repeat the run with the same unresolved ref.
4. Observe one configuration blocker and no repeated agent-only recovery
action.

**Paperclip version or commit**

`7664e323189bc219d8cbe00433b2e82b682b0504`

**Deployment mode**

Built from source with `pnpm dev`.

**Agent adapter(s) involved**

Not adapter-specific. The failure occurs before adapter dispatch.

**Database mode**

Not database-related.

**Access context**

Both board and agent execution paths can use execution workspaces.

Related public pull request: `Refs #11123`.

## What Changed

- Resolve remote-only base refs with the authenticated fetch helper
before `git worktree add`.
- Support both unqualified refs and remote-tracking refs.
- Raise a `configuration_incomplete` blocker when the requested ref
remains unresolved.
- Suppress missing-comment retries when setup fails before adapter
dispatch.
- Add the requested ref to the recovery fingerprint to bound identical
recovery actions.
- Add focused tests and update the execution semantics document.

## Verification

- `tsc --noEmit` passed for the changed server code.
- Focused Vitest suites passed, including four base-ref tests,
fingerprint deduplication, and pre-adapter retry suppression.
- GitHub Actions must run the full pull request gate.

## Risks

Low risk. The change affects workspace setup before adapter dispatch.
Existing worktree reuse remains unchanged. An unresolved ref now creates
a clear configuration blocker instead of starting an adapter run.

## Model Used

OpenAI GPT-5; exact model ID `gpt-5`; agentic tool use and repository
review.

## 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>
2026-08-21 13:09:44 -07:00
Nicky Leach 38d8f37172
fix(build): enforce Node 24 across Paperclip (#11792)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip runs across the CLI, server, adapters, plugins, CI, and
container images.
> - These surfaces declared different Node.js versions from 20 through
24.
> - A newer `@types/node` major can expose APIs that the supported
runtime does not provide.
> - Node.js 20 is no longer a suitable project baseline, and Node.js 24
is the current LTS line.
> - This pull request sets Node.js 24.11.0 as one repository-wide
baseline, adds a drift check, and gives users actionable startup
guidance when their runtime is too old.
> - The benefit is one clear runtime contract for development, release,
installation, and published packages.

## Linked Issues or Issue Description

Refs #2734

Refs #11727

Refs #739

## What Changed

- Require Node.js 24.11.0 or newer in all 42 package manifests and
runtime checks.
- Use Node.js 24 in GitHub Actions, Docker images, smoke images, sandbox
setup, portable installs, and esbuild targets.
- Align every direct `@types/node` declaration on `^24.0.0`.
- Prevent Dependabot from opening major `@types/node` upgrades without a
matching runtime decision.
- Add `.nvmrc` and a CI policy check for Node version drift.
- Update ACP version gates, tests, and user documentation for the new
minimum.
- Print a non-blocking warning on CLI and server startup when Node is
unsupported, with remediation through a version manager or the
documented downloaded `install.sh` workflow.
- Deduplicate that warning when `paperclipai run` boots the CLI and
server in the same process.

## Verification

- `node scripts/check-node-version-policy.mjs`
- `node --check scripts/check-node-version-policy.mjs`
- `node --check cli/esbuild.config.mjs`
- `node --check scripts/generate-npm-package-json.mjs`
- `bash -n scripts/install.sh scripts/test-install-sh-docker.sh
scripts/e2e-install-lifecycle.sh`
- Parsed all 42 package manifests and confirmed `engines.node` is
`>=24.11.0`.
- `git diff --check`
- `vitest run
packages/adapter-utils/src/sandbox-install-command.test.ts` passed with
3 tests.
- `vitest run cli/src/node-version.test.ts` passed with 4 tests.
- Directly exercised the shared warning helper for unsupported-version
messaging and same-process deduplication.
- The focused exe.dev suite could not resolve the locally unbuilt plugin
SDK from this isolated worktree. A full offline workspace install was
also blocked because the package-manager signature verifier requires
registry access. The full suite was not run locally; draft CI performs a
clean install and evaluates the wider impact.

## Risks

- This is a breaking runtime change for users, plugins, and deployments
that still use Node.js 20 or 22.
- Published workspace packages will now produce an engine warning or
failure in strict package managers on older Node.js releases.
- Node.js 24 can reveal dependency, native module, Playwright, or agent
CLI compatibility issues in CI.
- The bootstrap installer now installs Node.js 24 when the current
runtime is older than 24.11.0.
- The portable sandbox fallback is pinned to Node.js 24.11.0 and depends
on that upstream tarball remaining available.
- Unsupported runtimes continue booting after a warning, so a later
incompatibility can still fail at its point of use.
- The CLI and server share the warning policy through the published
`@paperclipai/shared` package; packaging checks must keep that subpath
export available.
- This PR does not commit `pnpm-lock.yaml` because repository policy
assigns lockfile generation to CI.

> 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. The exact deployment ID and context
window are not exposed in this session. Reasoning, repository tools,
shell execution, and GitHub tools 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>
2026-08-21 10:17:52 -07:00
Dotta cb0009b097
fix: preserve recovery retries across restarts (#11817)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must keep each active issue on a clear execution
or recovery path.
> - A missing issue disposition can require more than one bounded repair
attempt.
> - A server restart could lose that repair path or move source
ownership to the recovery owner.
> - A parked or expired retry could also make the user interface show a
false healthy state.
> - Concurrent recovery loops must not schedule the same repair attempt
twice.
> - This pull request keeps retry state durable, makes scheduling
atomic, and keeps source ownership stable.
> - The benefit is that recovery continues after a restart and operators
see the correct state.

## Linked Issues or Issue Description

**What happened?**

A run that ended without a valid issue disposition could lose its repair
path after a server restart. Manager recovery could also change the
source owner. In addition, a parked or expired retry could make the
issue look healthy when no active work existed. Concurrent
reconciliation could also schedule the same repair attempt twice.

**Expected behavior**

Paperclip must keep bounded source and manager repair attempts across
restarts. Recovery ownership must stay separate from source issue
ownership. The server and user interface must report only a live retry
as active work. Each repair attempt must be scheduled at most once per
company.

**Steps to reproduce**

1. Start an agent run on an issue.
2. End the run without a valid issue disposition.
3. Let the first repair attempt schedule a retry.
4. Restart the server, let the retry time pass without a live run, or
start two reconciliation loops together.
5. Observe that the repair path can stop, the issue can show a false
healthy state, or duplicate retries can be created.

**Paperclip version or commit**

The problem existed on `master` before candidate head
`d8e620fe86bade7df18decac332007f5821ae04f`.

**Deployment mode**

The problem affects self-hosted servers and local builds that use
automatic recovery.

## What Changed

- Persist bounded source-owner and manager repair lineages with stable
fingerprints and retry limits.
- Resume incomplete disposition repairs after a server restart.
- Keep recovery ownership separate from source issue ownership and
enforce source mutation authority.
- Project live retry evidence into issue and blocker summaries.
- Show recovery owner, return owner, attempt count, and retry state in
the board user interface.
- Treat expired or parked retries as attention states unless a queued or
running attempt exists.
- Atomically deduplicate disposition-repair wake requests with a
company-scoped partial unique index.
- Reuse the winning run when concurrent reconciliation loses the
uniqueness race, without duplicate scheduling activity.
- Honor disabled on-demand wake policy before recovery scheduling and
again before delayed retry promotion.
- Keep the new index migration safe for lagging seeded databases that
already contain the index.
- Add server and user interface tests for recovery, restart, ownership,
retry, concurrency, and blocker states.
- Update the implementation and execution semantics documents.

## Verification

- Focused server recovery and ownership suites: 282 tests passed on the
repaired base candidate.
- Focused user interface recovery suites: 128 tests passed on the
repaired base candidate.
- Atomic-deduplication schema and recovery suites: 111 tests passed on
the first Greptile repair.
- Recovery and scheduled-retry wake-policy suites: 126 tests passed at
`d8e620fe86bade7df18decac332007f5821ae04f`.
- The exact lagging-source migration-order test passed after the index
migration became idempotent: 1 test passed and 62 unrelated tests were
skipped.
- `@paperclipai/db` and `@paperclipai/server` typechecks passed at the
current head.
- Migration generation and migration safety checks passed for migration
`0226_tan_colossus.sql`.
- `pnpm check:token-gates` passed on the repaired base candidate.
- `pnpm -r typecheck` passed on the repaired base candidate.
- `pnpm build` passed on the repaired base candidate.
- `pnpm test:run` passed 4,540 tests on the repaired base candidate.
Four fixed-port cases met listeners that already existed on the host.
- The two unchanged fixed-port files passed in an isolated network
namespace: 129 tests passed and 27 tests were skipped.
- Independent Security and QA reviews approved
`63c0423aab54c66f2293a20b0fb3f3b013ee3ba8`; exact-head re-review is
required after automated checks settle on
`d8e620fe86bade7df18decac332007f5821ae04f`.

## Risks

- Recovery orchestration affects issue liveness and ownership. The new
paths use bounded attempts, stable fingerprints, row locks, authority
checks, and database uniqueness.
- A conservative attention state can show more warnings when a scheduled
retry has no queued or running attempt. It does not hide stopped work.
- Migration `0226_tan_colossus.sql` creates a partial unique index on a
known-large table. Migrations run transactionally, so `CONCURRENTLY` is
unavailable. The matching disposition-repair key namespace is introduced
by this release, so deployed databases have no matching rows before the
index is added.

> 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 from the GPT-5 model family used agentic reasoning, tool
use, and code execution. The runtime did not expose the exact model ID
or context window.
- Anthropic Claude Opus 5 used a 1M context window, tool use, and code
execution for part of the user interface repair, as recorded in the
commit history.

## 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 5 (1M context) <noreply@anthropic.com>
2026-08-20 17:09:42 -05:00
Nicky Leach a9d1f740f0
fix(workspaces): seed managed worktrees when the base checkout has no config (#11752)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents do that work in isolated git worktrees, and a managed
worktree runs its own Paperclip instance with a cloned database
> - That clone needs a seed source, and the source must come from
server-owned registration, never from state the workspace itself can
rewrite
> - The seed-source resolver requires the registered base project
workspace to hold its own `.paperclip/config.json`
> - A managed project workspace is a plain `git clone`, and no code
writes that file into it
> - Every isolated worktree provision, deferred seed, and workspace
repair therefore fails on a managed checkout
> - This pull request lets a named source supply the config when the
base checkout has none
> - The benefit is that managed worktrees provision again, and the seed
source stays server-owned

## Linked Issues or Issue Description

No public GitHub issue exists for this problem. It is described below.

**What happened?**

Agent runs that need an isolated worktree fail during provisioning. The
provision command exits with this error (paths redacted):

```
Execution workspace provision command "bash ./scripts/provision-worktree.sh" failed:
Registered base project workspace has no canonical Paperclip config:
<instance-home>/instances/default/projects/<company-id>/<project-id>/<repo>/.paperclip/config.json
```

`resolveRegisteredWorktreeSeedSource` sets `registeredConfigPath` to
`<baseCwd>/.paperclip/config.json` whenever the caller names a
registered base workspace. It then requires that file to exist.
`scripts/provision-worktree.sh` applies the same rule.

A managed project workspace never has that file.
`materializeManagedProjectWorkspace` creates it with `git clone` and a
rename, so the checkout holds repository content only. The control plane
keeps its config at `<home>/instances/<id>/config.json` instead.

The failure reaches three paths: worktree provisioning, deferred seeding
through `worktree ensure-seeded`, and workspace repair.

The behavior changed in #11671. That pull request replaced a fallback
chain with a single hard requirement. Fixture code in
`scripts/__tests__/provision-worktree-self-heal.test.mjs` writes a
config into the fake base workspace, so tests kept passing.

**Expected behavior**

A managed worktree provisions and seeds from the registered source. The
seed manifest still never selects that source.

**Steps to reproduce**

1. Register the Paperclip repository as a project with a `repoUrl`, so
the server materializes a managed checkout.
2. Assign an issue to an agent whose workspace strategy is
`git_worktree`.
3. Watch the workspace operation log for the provision command.
4. The command exits non-zero with the error above.

**Paperclip version or commit**

Reproduced on `master` at 01ddc26a3.

**Deployment mode**

`local_trusted`, single instance.

**Database mode**

Embedded PostgreSQL.

**Operating system**

Linux, Node.js 22.

**Related pull requests**

- Refs #11671 — introduced the requirement this pull request relaxes.
- Refs #11733 — open work on seed-source preflight. It reads the same
base-workspace config path and skips when the file is absent. It does
not change source selection.
- Refs #11735 — open work on provisioning reliability. It edits the same
four files and will need a rebase after either lands.

## What Changed

- `resolveRegisteredWorktreeSeedSource` sets the registered config path
only when `<baseCwd>/.paperclip/config.json` exists. This makes the
existing `registeredConfigPath ?? explicitSource` branch reachable for a
plain checkout.
- A base workspace that does hold its own config stays authoritative. A
mismatched explicit source is still rejected.
- The resolver throws a named error when the base workspace has no
config and no source is named.
- `readInstanceId` accepts an instance-root config at
`<home>/instances/<id>/config.json`. That layout names its instance by
directory and has no adjacent `.env`. Validation reuses
`resolvePaperclipInstanceId`.
- `scripts/provision-worktree.sh` and
`scripts/provision-worktree-runtime.sh` name the control plane's
instance config as the source when the base workspace has none. The
canonical-path and symlink checks stay.
- The workspace repair route supplies the same fallback, and only when
the base workspace has no config of its own.
- `doc/DEVELOPING.md` records the two source layouts.

## Verification

- `node --test scripts/__tests__/provision-worktree-self-heal.test.mjs`
— 10 tests pass. The fixture no longer writes a config into the base
workspace, so it models a real managed checkout. One test now creates
that config mid-test, which covers both layouts.
- `npx vitest run src/worktree-seed-source.test.ts` in `packages/shared`
— 4 tests pass. Two are new: one resolves an instance-root source, and
one still fails closed when no source exists.
- `npx vitest run src/__tests__/workspace-runtime.test.ts
src/__tests__/execution-workspaces-routes.test.ts
src/__tests__/execution-workspace-runtime-control-conflict.test.ts
src/__tests__/workspace-operations-reconciliation.test.ts
src/__tests__/worktree-seed-server-spawn.test.ts` in `server` — all
pass. Run them one file at a time. They share one test database, and
concurrent runs fail teardown.
- `npx vitest run src/__tests__/worktree.test.ts` in `cli` — 63 tests
pass.
- `pnpm --filter @paperclipai/shared typecheck` — clean.
- Manual check on a live instance: the resolver now returns the instance
config as the source for a managed checkout, with the source instance
`default` and a distinct target instance.

## Risks

Low to moderate.

- The relaxed rule applies only when the base workspace holds no config.
A base workspace that holds one keeps full authority, so the trust model
from #11671 is unchanged. The seed manifest still never selects the
source.
- The instance-id fallback reads a directory name. It applies only to
the `<home>/instances/<id>/config.json` layout, and
`resolvePaperclipInstanceId` rejects an unsafe segment.
- #11735 edits the same four files. Whichever pull request lands second
needs a rebase.
- `pnpm --filter @paperclipai/server typecheck` currently fails on this
checkout with duplicate `drizzle-orm` type instantiations. The failure
is present with and without this change, and the error count is
identical. It comes from an unrelated lockfile state, not from this pull
request.

## Model Used

Claude Opus 5 (`claude-opus-5`), by Anthropic, running in Claude Code.
Extended thinking was on. The model used file, search, and shell tools
to diagnose the failure on a live instance and to run the test suites.

## 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
- [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 Opus 5 <noreply@anthropic.com>
2026-08-20 08:42:16 -07:00
Nicky Leach 5a1ce7aed8
fix(server): stamp built commit into service.version (#11748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server emits OpenTelemetry spans so operators can trace agent
work
> - Each span needs a service version that identifies the code that
produced it
> - The current service version comes from a static environment value
and can become stale after a rebuild
> - This pull request records the built commit and resolves the service
version from the build stamp, runtime Git, the environment, or an
unknown fallback
> - The benefit is trace data that identifies the correct built commit
during development and deployment

## Linked Issues or Issue Description

**What happened?**

The server used a static `OTEL_SERVICE_VERSION` value for every
OpenTelemetry span. Rebuilds could produce traces with an old commit
value.

**Expected behavior**

The server should report the built commit when a build stamp exists. It
should use runtime Git, the environment value, or `unknown` as fallback.

**Steps to reproduce**

1. Set `OTEL_SERVICE_VERSION` to an old commit value.
2. Build the server at a different commit.
3. Start the server and inspect the OpenTelemetry service version.
4. Confirm that the built commit takes precedence over the old
environment value.

## What Changed

- Add a build script that writes the short Git commit to
`dist/build-info.json`.
- Resolve `service.version` from the build stamp, runtime Git, the
environment, or `unknown`.
- Log the resolved service version once during server startup.
- Add tests for the resolution order and safe behavior without Git.
- Document the resolution order in `doc/observability.md`.

## Verification

- `pnpm --filter @paperclipai/server build`
- `npx vitest run server/src/__tests__/service-version.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Confirm that the build stamp contains the short commit.
- Confirm that the stamp wins over the environment value.
- Confirm that a build without Git exits successfully without a stamp.

## Risks

The server now prefers the built commit over `OTEL_SERVICE_VERSION`. A
build without Git uses the existing environment value or `unknown`. The
change needs no schema migration and has a single-commit rollback path.

## Model Used

OpenAI Codex, GPT-5, tool use and code execution. The runtime does not
expose the context window size or reasoning mode.

## 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>
2026-08-19 21:20:40 -07:00
Devin Foley b5a3a863c3
feat(release): bootstrap new npm packages with a placeholder publish (#11757)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its release pipeline publishes a set of npm packages from CI with
npm trusted publishing (GitHub OIDC), gated by
`scripts/release-package-manifest.json`
> - A brand-new package name cannot be published by CI directly: the PR
bootstrap gate requires the name to resolve on npm, and a
trusted-publisher rule can only be configured after the package page
exists
> - The current bootstrap helper closes that gap by building the package
locally and publishing its real output from a maintainer machine —
before the PR that adds the package has passed CI or review
> - This pull request replaces that flow: the helper now publishes a
minimal deprecated placeholder at version `0.0.0` that only reserves the
name, so every real version ships from CI
> - The benefit is that unreviewed build output never reaches npm, and
the bootstrap runs from any checkout (including `master`, before the new
package's PR merges) with no local build

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The one-time npm bootstrap for a brand-new release package (`pnpm run
release:bootstrap-package`).

**Current behavior**

The helper builds the target package locally and publishes the real
build output from a maintainer machine. That content has not passed
repository CI or review at publish time. The helper also requires the
new package to exist in the local workspace, so it must run from the
(unmerged) PR branch that adds the package.

**Proposed behavior**

The helper publishes a three-file placeholder at version `0.0.0`
(manifest, README, and an `index.js` that throws a descriptive error),
waits for the registry to show the package, then deprecates it. The PR
bootstrap gate (`scripts/check-release-package-bootstrap.mjs`) only
requires the name to resolve on the registry, so the placeholder
satisfies it. The first real calver release from CI supersedes the
placeholder, and a stable release moves `latest` off it — the same
`latest` window that existed under the old flow, but containing an
explicit inert stub instead of unreviewed code.

**Reason and benefit**

Real package content only ever reaches npm from CI, after review and
merge. The bootstrap becomes safer (scope guard refuses names outside
`@paperclipai/`, already-published names are rejected) and simpler (no
local build, no workspace state, runs from any checkout).

**Breaking changes**

None at runtime. The helper's CLI surface changes: it now takes a
package name only (no directory selector) and drops `--skip-build`.
`doc/PUBLISHING.md` is updated to match.

## What Changed

- `scripts/bootstrap-npm-package.mjs`: replaced the build-and-publish
flow with a placeholder publish — stages `package.json` + `README.md` +
throwing `index.js` at version `0.0.0` in a temp directory, previews
with `npm publish --dry-run`, and publishes only with `--publish`.
One-time passwords are prompted interactively (never passed as
arguments, since they are single-use and would land in shell history),
with re-prompt on a rejected or expired code. After publishing, the
helper polls the registry until the package is visible (a first publish
can lag by minutes; verified live at ~5 minutes), requiring two
consecutive sightings before prompting for a second code and deprecating
the placeholder so accidental installs warn loudly; on timeout or
failure it prints the exact manual `npm deprecate` command. Added an
`@paperclipai/`-scope guard and a fail-fast error when `--publish` runs
without an interactive terminal. Removed the workspace-plan dependency
so it runs from any checkout.
- `scripts/bootstrap-npm-package.test.mjs`: rewrote for the new
interface — argument parsing, scope validation, the generated
placeholder files (manifest shape, throwing entry point, README), the
OTP re-prompt loop, and the registry poll (consecutive-sighting
requirement, timeout, transient-error tolerance) via injected fakes.
- `doc/PUBLISHING.md`: rewrote the "One-time bootstrap sequence for a
new package" section for the placeholder flow, including the `latest`
dist-tag window and the trusted-publishing setup ordering (placeholder
publish → trusted publisher rule → `"publishFromCi": true`).
- `.github/scripts/check-pr-release-bootstrap.mjs` (+ test, + wiring in
`run-quality-gates.mjs`): new informational commitperclip notice on PRs
that need this bootstrap. It fires when the PR newly release-enables a
package that is missing from npm, or adds an unpublished `publishFromCi:
false` package that published packages declare a `workspace:*`
dependency on, and names the exact maintainer command — so contributors
know the red `policy` check is not theirs to fix. It never fails the
gate (the `policy` job remains the enforcer), only looks up
scope-validated names on the registry, and stays quiet on registry
errors.

## Verification

- `node --test scripts/bootstrap-npm-package.test.mjs`: 13/13 pass
- `node --test .github/scripts/tests/*.test.mjs`: 147/147 pass (10 new
for the PR notice)
- `pnpm run test:release-registry`: 82/82 pass
- Replayed the new PR notice against a real historical PR's live API
data (files, manifest at base and head refs): with the registry in its
pre-bootstrap state it produces the exact maintainer instruction; with
the package bootstrapped it stays silent
- Full live end-to-end run: the flow bootstrapped
`@paperclipai/adapter-kimi-local` for real — dry-run preview (634-byte,
3-file tarball), publish, registry visibility after ~5 minutes of
propagation lag, deprecation confirmed via `npm view ... deprecated`
- Guards verified live: an already-published name is rejected, an
out-of-scope name (`left-pad`) is rejected, unknown options (including
the removed `--otp`) are rejected, and `--publish` in a non-interactive
shell fails fast before any network call

## Risks

- The `latest` dist-tag points at the deprecated `0.0.0` placeholder
until the first stable release supersedes it. This window also existed
under the old flow (which parked `latest` at a locally built version);
internal consumers are unaffected because release version rewrites pin
exact calver versions.
- The registry poll caps at ~10 minutes. If propagation is slower than
that, the helper prints the exact `npm deprecate ... --otp <code>`
command to run manually once `npm view` resolves.
- The helper no longer validates the name against the workspace release
plan, so a typo within the `@paperclipai/` scope would reserve a wrong
name. The dry-run preview shows the exact name before any publish.

## Model Used

- Anthropic, **Claude Fable 5** (`claude-fable-5`) via Claude Code, with
repository, shell, and Git tooling. It analyzed the existing bootstrap
flow and the release scripts (`release-package-map.mjs`,
`check-release-package-bootstrap.mjs`, `release.sh` dist-tag handling),
wrote the replacement script and tests, updated the documentation, and
ran the verification above.

## 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
2026-08-19 19:38:17 -07:00
Dotta bd059a073d
fix(workspaces): make managed runtimes reliable across restarts (#11740)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution workspaces need isolated databases, ports, and runtime
services
> - Concurrent workspaces could reuse ports or lose service ownership
after a restart
> - A markerless worktree also needed seed recovery, but normal
markerless instances still needed to boot
> - This pull request makes seed, port, and service ownership state
explicit and recoverable
> - It also checks live process and listener identity before it reclaims
shared resources
> - The benefit is reliable workspace startup, restart, adoption, and
concurrent provisioning

## Linked Issues or Issue Description

**What happened?**

Managed workspaces could lose runtime service ownership after a
control-plane restart. Concurrent worktrees could also reuse a port when
their parent paths differed. A seed recovery change made every
markerless instance resolve a worktree seed source, so normal instances
without a source could not start.

**Expected behavior**

Paperclip must preserve healthy managed services across restarts. It
must reserve unique ports across worktree parents. It must provision a
registered markerless worktree, but it must skip seed work for a normal
markerless instance.

**Steps to reproduce**

1. Start two managed worktrees under different parent paths at the same
time.
2. Restart the control plane while a managed service stays alive.
3. Start Paperclip with a config that has no seed markers and no
registered worktree source.
4. Observe duplicate port selection, lost service adoption, or a
seed-source startup error.

**Paperclip version or commit**

Current `master` plus the workspace runtime reliability changes in this
pull request.

**Deployment mode**

Local development with managed execution workspaces and embedded
Postgres.

## What Changed

- Added a shared port registry with lease heartbeats, process identity
checks, and live listener probes.
- Reserved worktree ports across custom parent paths and repaired
duplicate legacy assignments.
- Preserved and adopted healthy managed services across control-plane
restarts.
- Reconciled guest bind modes and verified listener ownership before
termination or reuse.
- Provisioned registered markerless worktree databases and kept normal
markerless instance startup as a no-op.
- Added CLI, shared, server, and shell regression tests for seed, port,
listener, restart, and adoption behavior.
- Updated the worktree development documentation.

## Verification

- `pnpm exec vitest run cli/src/__tests__/worktree.test.ts
--reporter=verbose` — 63 tests passed.
- `pnpm exec vitest run
packages/shared/src/worktree-port-registry.test.ts --reporter=verbose` —
5 tests passed.
- Focused runtime Vitest set — 199 tests passed across 37 suites.
- `node --test scripts/__tests__/provision-worktree-self-heal.test.mjs`
— 10 tests passed.
- `git diff --check` passed.

## Risks

- Port reservation now depends on lease and process identity data. The
fallback listener probe prevents early reclamation when process metadata
is incomplete.
- Runtime adoption is stricter about bind and owner identity. The tests
cover healthy adoption, stale records, PID reuse, and unrelated
listeners.
- Markerless seed detection now separates registered worktrees from
normal instances. The tests cover both paths.
- There are no database schema migrations.

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

## Model Used

- OpenAI Codex with the `gpt-5` model family. The serving snapshot and
context-window size are not exposed. The agent used reasoning,
repository tools, code execution, and 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Dev Agent <dev@paperclip.ing>
2026-08-19 14:55:16 -05:00
Dotta e1df4c6068
fix(workspaces): keep deferred seed databases reliable (#11706)
## Thinking Path

> - Paperclip manages agent work in isolated execution workspaces.
> - A workspace depends on a valid database seed before it can run.
> - Deferred seed failures were hidden behind a successful provision
status.
> - The seed restore also had two possible owners for the embedded
PostgreSQL process.
> - That allowed the target database to stop while the restore was still
running.
> - This pull request makes seed failures visible and gives the seed
process sole lifecycle ownership.
> - The benefit is that workspace provisioning reports the real result
and does not stop its own target database.

## Linked Issues or Issue Description

Related: #11684

**What happened?**

Initial worktree provisioning could report success before its deferred
database seed completed. The seed restore could also reuse a target
embedded PostgreSQL process with another shutdown owner. This could stop
the target database during the restore.

**Expected behavior**

Workspace status must show a failed deferred seed as a failure. The seed
restore must own the target embedded PostgreSQL process until restore,
migration, and validation finish.

**Steps to reproduce**

1. Provision a worktree with deferred database seeding.
2. Make the seed manifest end in a failed state while the command exits
with code 0.
3. Observe that the provision status remains successful on `master`.
4. Start a seed restore against an already-running target embedded
PostgreSQL process.
5. Observe that another lifecycle owner can stop the target during
restore.

**Paperclip version or commit**

`51a843e135`

**Deployment mode**

Local dev with execution workspaces and embedded PostgreSQL.

## What Changed

- Add a first-class `workspace_seed` operation for deferred database
seeds.
- Require terminal, verified seed evidence before the seed operation
succeeds.
- Surface the seed phase and failure metadata in workspace status and UI
state.
- Give the seed process exclusive lifecycle ownership of the target
embedded PostgreSQL process.
- Suppress imported embedded-Postgres exit hooks without removing
existing host listeners.
- Record a credential-safe shutdown diagnostic in failed seed manifests.

## Verification

- The original deferred-seed commit passed 4 server tests, 24
workspace-status UI tests, shared/server/UI typechecks, and the UI token
gate.
- The original PostgreSQL-lifecycle commit passed 3 lifecycle tests, 3
ownership/diagnostic tests, 1 real embedded-Postgres seed integration,
and the affected package typechecks.
- No local tests were rerun after the clean cherry-pick because the
operator requested the shortest landing path.
- Review the automatic PR checks for the clean `origin/master` replay.

## Risks

- A live target database now causes an early error instead of being
reused. The error includes recovery guidance.
- Workspace consumers must handle the new `workspace_seed` operation
type. Shared types and UI state handling are updated 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, high-reasoning mode, with repository, shell, and
GitHub tool use. The runtime does not expose a more specific deployment
suffix or context-window value.

## 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 10:41:29 -05:00
Dotta a2bf936f9a
feat(workspaces): sign the workspace login handoff and gate readiness (#11671)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed worktree services run isolated Paperclip instances with
cloned databases.
> - A reachable service was reported as ready even when its database,
runtime identity, or login path was not usable.
> - The first candidate added verified database seeding and managed
repair in #11665.
> - This pull request consolidates that candidate with signed login
handoff and a complete readiness contract.
> - Post-QA fixes close five defects in repair identity, repair
responses, UI retry, seed journal handling, and seed-source trust.
> - The benefit is a workspace that either opens safely or reports one
accurate recovery action.

## Linked Issues or Issue Description

No public GitHub issue exists for this work, so the problem is described
here.

**What happened**

Managed workspace URLs could return HTTP 200 and report ready while
login failed. QA also found cases where repair used the wrong instance
identity, returned a generic error, left the UI stuck, rejected a safe
journal lag, or trusted a mutable workspace manifest.

**Expected behavior**

Opening a ready workspace signs the board user in to the correct
isolated instance. Provisioning and repair use a registered source and
report a structured recovery state.

**Actual behavior**

Entry depended on a password copied into the clone. Several failure
paths could publish stale readiness, hide the repair precondition, or
trust state that the workspace could modify.

**Additional context**

This pull request includes the commits first published in #11665. That
pull request keeps the original base head for review history. This
consolidated pull request is the merge candidate. Related open readiness
work includes #11575 and #11621.

## What Changed

- Adds a short-lived, signed, single-use login ticket. It binds the
user, workspace, instance, and runtime origin.
- Exchanges the ticket through Better Auth. It creates the session and
cookie through the supported adapter path.
- Adds protected workspace readiness fields for the database, clone
data, login handoff, seed phase, and runtime identity.
- Fails readiness closed when the guest has no company or
execution-workspace binding.
- Binds ticket issuance to the exact cloned user and active company
membership selected for the handoff.
- Verifies every current active board identity through the exact-user
handoff before publication or reuse.
- Gates managed runtime publication on the readiness contract and the
recorded worktree instance identity.
- Refreshes runtime work products from the live runtime row after a port
change.
- Adds one workspace access card with ready, degraded, repairing, and
failed states.
- Uses the runtime response identity for repair. It returns structured
repair precondition errors.
- Lets a valid source journal lag converge during provisioning.
- Binds seed and repair manifests to a source registered outside the
agent-writable worktree.
- Clears recovered UI errors so a successful retry can open the
workspace.
- Makes runtime tests register canonical sources and avoid ports owned
by live host listeners.
- Keeps Vitest on source suites when compiled `dist` trees exist.
- Isolates CLI and adapter tests from ambient AWS and runtime API
environment variables.
- Preserves a 404 response for cross-company workspace ID lookups before
runtime authorization.
- Makes concurrent single-flight coverage independent of
path-canonicalization scheduling order.

## Verification

The following checks passed on the integrated head:

```sh
pnpm -r typecheck
pnpm build
pnpm check:token-gates
pnpm --filter @paperclipai/db check:migrations
```

- The server source lane passed 420 files and 4,953 tests. Five tests
were skipped.
- The CLI lane passed 57 files and 385 tests.
- The database lane passed 26 files and 97 tests.
- The shared package passed 58 files and 506 tests.
- The adapter utility lane passed 640 tests. Four tests were skipped.
- The Claude adapter passed 220 tests. One test was skipped.
- The Codex adapter passed 323 tests.
- The OpenClaw adapter passed 13 tests.
- The OpenCode adapter passed 42 tests.
- The plugin SDK passed 45 tests.
- The workspace runtime suite passed 124 tests.
- The caller-scoped readiness and handoff suite passed 52 tests.
- The workspace provisioning shell suite passed 7 tests.
- The runtime exposure suite passed 17 tests while live host mappings
occupied fixed test ports.
- `git diff --check` passed and the worktree is clean.

The serialized route lane will run in GitHub CI with its normal shards.
No deployment or active-workspace migration was performed.

## Risks

- This is a medium-risk authentication and runtime-readiness change.
- The login ticket uses exact origin, workspace, instance, and user
binding. It has a short expiry and a one-time nonce.
- Runtime publication is stricter. A real readiness, identity, per-user
handoff, or control-plane database disagreement now blocks publication.
- This pull request supersedes #11665 as the merge candidate. Close
#11665 after this pull request merges.
- No new database migration is included. The lockfile and workflow files
are unchanged.
- Deployment and active-workspace migration are intentionally outside
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

Claude Opus 5 (`claude-opus-5[1m]`), 1M context, extended thinking, tool
use, and code execution produced the main candidate. OpenAI GPT-5
(`gpt-5`) through Codex, with agentic reasoning, tool use, and code
execution, integrated the post-QA fixes and hardened the test gates. The
Codex 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>
2026-08-19 02:37:02 -05:00
Dotta 4b968d8c05
fix(worktrees): quarantine cloned runtime services (#11653)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip can create a worktree and seed it with data from another
instance.
> - A full seed copied active runtime state and live process claims into
the new database.
> - The copied state could make the new instance restart or adopt
services that belong to the source instance.
> - A stale process identifier, port, or URL could then make the
worktree page fail to load after a restart.
> - This pull request makes cloned runtime state inactive before the new
instance starts.
> - The benefit is that each instance starts with clear service
ownership and no stale live claims.

## Linked Issues or Issue Description

- [x] I searched open and closed issues and pull requests. I found no
duplicate report.

**What happened?**

`paperclipai worktree init --full` copied project and execution
workspace runtime records without changing their active state. The new
database could contain `running` desired state, `running` service state,
and provider references that identify processes from the source
instance. After a host restart, the cloned instance could try to recover
services that it did not own. The browser then showed a load failure at
a stale or moved service URL.

**Expected behavior**

A cloned database must not claim that source-instance runtime processes
are live. Project and execution workspace services must start as stopped
in the clone. An operator can start them explicitly after the clone is
ready.

**Steps to reproduce**

1. Start a managed worktree runtime in a source Paperclip instance.
2. Create a full worktree seed from that instance.
3. Start Paperclip with the seeded database.
4. Observe that the copied database can retain active desired state and
live process, port, and URL claims.

**Paperclip version or commit**

Reproduced on `master` at `d1cd9c37f4`.

**Deployment mode**

Local development with managed worktree services.

**Installation method**

Built from source with pnpm.

**Agent adapter(s) involved**

Not adapter-specific. This is a core worktree seed bug.

**Database mode**

External PostgreSQL source data copied into the isolated worktree
database.

**Access context**

Board operator.

**Privacy checklist**

I reviewed this description and removed private instance URLs, internal
task identifiers, credentials, and user paths.

## What Changed

- Stop cloned project and execution workspace runtime desired state
during a full or minimal seed.
- Change copied service states from `running` to `stopped`.
- Clear copied process, provider, port, URL, owner, and starter claims.
- Keep unrelated runtime metadata intact.
- Add regression tests for project services, execution workspace
services, unrelated metadata, and the live-work preservation option.
- Document runtime quarantine in the worktree development guide.

## Verification

- `pnpm exec vitest run cli/src/__tests__/worktree.test.ts` passes 43
tests.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` passes 4,304 tests. One unrelated timing test timed
out during the loaded run and passed alone. Ten unrelated exposure tests
could not use their fixed ports because host Tailscale listeners already
owned ports 42000 and 52000.
- A managed worktree restart completes with a healthy source runtime and
one authoritative service owner.
- An authenticated clone inspection shows the copied runtime as stopped
with no live provider, process, port, or URL claim.

## Risks

- A cloned service no longer starts only because the source service was
running. An operator must start the cloned service explicitly. This is
the intended ownership boundary.
- `--preserve-live-work` keeps the old behavior for operators who
explicitly request live runtime state.
- The change does not alter schema or source-instance runtime records.

> 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 GPT-5. The runtime does not expose a more specific
deployment ID or context-window size. The model used high-reasoning
mode, repository tools, code execution, and GitHub review tools.

## 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>
2026-08-18 17:43:08 -05:00
Nicky Leach fe803bedf1
feat(server): add a configurable cooldown to the terminal workspace reaper (#11642)
## Thinking Path

> - Paperclip is an open source app that manages AI agents for work.
> - The server manages execution workspaces and their worktrees.
> - The terminal workspace reaper removes a workspace when its issue
tree reaches a terminal state.
> - Immediate removal prevents a person from reopening recently
completed work.
> - This pull request adds a configurable cooldown before the reaper
archives the workspace.
> - The cooldown keeps recent work available and keeps immediate cleanup
available with value `0`.

## Linked Issues or Issue Description

Refs: #7790

**Problem**

The reaper archives an execution workspace and deletes its worktree as
soon as the issue tree becomes terminal. A person cannot reopen recent
work without extra effort.

**Expected behavior**

The reaper should keep a recently completed workspace during a
configurable cooldown window. It should archive older work and support
immediate cleanup when the value is `0`.

**Proposed solution**

Read the cooldown from `PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS`. Use a
seven-day default. Use the latest terminal timestamp in the source issue
tree as the cooldown anchor.

## What Changed

- Add `PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS` with a seven-day
default.
- Treat `0` as no cooldown and use the default for negative or
non-numeric values.
- Use the latest `completedAt` or `cancelledAt` value in the source
issue tree.
- Use `updatedAt` when a terminal timestamp is null.
- Skip candidates inside the cooldown and report them in
`skippedCooldown`.
- Recheck the cutoff during the guarded archive operation.
- Document the environment variable and add focused tests.

## Verification

- Run `npx vitest run
server/src/__tests__/execution-workspaces-service.test.ts`.
- Confirm that the test run passes 66 tests.
- Confirm that the tests cover a recent tree, an old tree, value `0`,
and a null terminal timestamp.
- Confirm that the changed files pass `tsc --noEmit`.

## Risks

The default changes terminal workspace cleanup from immediate removal to
a seven-day delay. A value of `0` preserves immediate cleanup. The
guarded archive check limits race risk during concurrent lifecycle
changes.

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

## Model Used

OpenAI Codex, GPT-5, tool use and code execution. This model assisted
with the implementation review and PR preparation.

## 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: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
2026-08-18 11:23:27 -07:00
Nicky Leach b446ff59bf
refactor(acpx-engine): coordinator-owned ACP run lifecycle with a typed resource ledger (#11576)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent adapters run agent sessions through the ACPX engine
> - The ACPX engine handled one run attempt as a long implicit procedure
> - That shape made resource ownership, cleanup order, and failure
behavior hard to verify
> - This pull request gives the attempt a coordinator, a typed resource
ledger, separate run sites, and explicit turn and settlement sequences
> - The benefit is clear ownership, one cleanup path, safer session
reuse, and testable failure behavior

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The ACPX engine manages startup, turn execution, session reuse, and
cleanup inside one large run procedure.

**Current behavior**

The run procedure owns several resources through implicit control flow.
Cleanup and session reuse behavior depend on lane-specific branches and
error paths.

**Proposed behavior**

The coordinator owns the run attempt. A typed ledger records six
resources and their states. Host and sandbox run sites own lane-specific
acquisition. Turn and settlement sequences expose typed outcomes. The
engine emits allowlisted phase telemetry.

**Reason and benefit**

Explicit ownership makes cleanup and failure behavior easier to inspect.
The fault matrix and characterization tests protect the external result
while the refactor reduces hidden control flow.

**Breaking changes**

None to the public adapter contract. The host warm-save path now closes
and relaunches the runtime because a transferred runtime could retain a
run-scoped credential. A cold session-handshake failure now closes the
created runtime.

**Additional context**

This pull request contains the ACPX engine lifecycle refactor, its
tests, and the lifecycle document.

## What Changed

- Add a run coordinator for startup, turn execution, settlement, and
result reproduction.
- Add a typed resource ledger with open, sealed, and consumed states.
- Add host and sandbox run sites for lane-specific resource acquisition.
- Replace separate runtime maps with a generic session reuse store.
- Split session fingerprint identity from the outer session key.
- Add typed turn and settlement sequences with one cleanup owner.
- Add a closed allowlist for phase telemetry.
- Add characterization tests and a 17-case fault matrix.
- Add `doc/acp-run-lifecycle.md`.

## Verification

- `npx vitest run packages/adapter-utils/src/acpx-engine/` passes 18
files and 286 tests at the submitted commit.
- `pnpm --filter @paperclipai/adapter-utils typecheck` reports 0 errors
at the submitted commit.
- Run the full pull request checks after GitHub starts CI.
- Run Greptile review after the pull request opens.

## Risks

- The refactor changes internal control flow across the ACPX engine.
- Host warm-save behavior now closes and relaunches the runtime.
- Settlement changes the handling of a cold session-handshake failure
from a leak to a close.
- The characterization baselines and fault matrix reduce the risk of an
external behavior change.

> Paperclip is the open source app people use to manage AI agents for
work
> The adapter layer runs agent sessions through the ACPX engine
> The engine needs explicit lifecycle ownership for reliable cleanup
> This pull request adds coordinator-owned phases and a typed resource
ledger
> The result makes lifecycle behavior easier to test and review

## Model Used

OpenAI GPT-5 Codex. Exact model ID: GPT-5. The model used tool
execution, repository inspection, and code review support. The
implementation author supplied the submitted code.

## 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>
2026-08-17 22:02:16 -07:00
Devin Foley 664052f8ea
feat(release): draft stable notes at beta publish, read them from master at promotion (#11567)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channel system promotes builds canary → nightly → beta →
stable, and stable releases publish a GitHub Release from
`releases/vYYYY.MDD.P.md`
> - The stable lane requires that notes file to exist inside the
promoted source commit, but the file is named for the promotion date,
which is unknown when the source commit is created
> - A promoted beta can therefore never pass the notes check: every
happy-path stable is forced through the candidate-branch fix path, with
a soak-gate justification, for a notes-only change
> - This pull request drafts the notes automatically when the beta is
published and lets the stable promotion read them from `master`
> - The benefit is a walkable stable happy path: the soak gate stays
exact, notes get a real review window during the soak, and the
justification path returns to its real purpose (cherry-picked fixes)

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The stable promotion path in the release channel system (`release.yml`,
`scripts/release.sh`).

**Current behavior**

`release.sh stable` requires `releases/vYYYY.MDD.P.md` in the
checked-out source tree, and `publish_stable` checks out the exact
promoted SHA. The soak gate requires a `beta/v*` tag to point at that
same SHA. No commit can satisfy both for a promoted beta, so a stable
promotion must cut a candidate branch with a notes-only commit and
bypass the soak gate with a written justification. Release notes are
also written at promotion time, under time pressure, with no review
window.

**Proposed behavior**

When a beta publishes, a `draft_stable_notes` job generates a grouped
notes skeleton at `releases/beta/v<beta-version>.md` and pushes it to a
machine-owned branch; a human opens the PR and edits it during the 3-day
soak. The stable preflight resolves notes before the `npm-stable`
approval gate: source-tree notes first (the candidate fix path,
unchanged), then the merged beta-keyed file on `master`; it fails early
with the missing path named when neither exists. After the stable ships,
a canonicalization job pushes a branch that moves the file to
`releases/vYYYY.MDD.P.md`.

Related (not duplicates): #11006 and #11008 introduced the nightly and
beta lanes this builds on; older changelog PRs (for example #10669)
authored notes manually at promotion time, which is the flow this
replaces.

**Reason and benefit**

The happy path becomes: promote the exact soaked SHA, no justification,
notes reviewed during the soak instead of written at the gate. The
`releases/vYYYY.MDD.P.md` invariant still holds durably via the
canonicalization PR.

## What Changed

- `scripts/release.sh`: new `--notes-file PATH` (stable only) overrides
where the pre-publish notes check looks, so notes can live outside the
source checkout without dirtying the worktree.
- `scripts/create-github-release.sh`: same `--notes-file` override for
the GitHub Release body.
- `scripts/draft-stable-notes.sh` (new): deterministic skeleton
generator — commit subjects from the newest stable tag (falling back to
the previous beta, then full history) to the beta's source commit,
grouped into Features / Fixes / Other.
- `.github/workflows/release.yml`:
- `draft_stable_notes` job after `publish_beta`: runs the generator and
force-pushes `release-notes/v<beta-version>`; the job summary links the
compare page. It recreates the beta tag locally if the tag push was
rejected (the known workflows-permission case), so drafting is not
blocked on manual tag recovery.
- `preflight_stable`: computes the target stable version (`release.sh
stable --print-version`) and resolves the notes source (`source_tree` →
`master_beta` → fail early / warn on dry run); new outputs.
- `publish_stable`: materializes `master`-side notes into `RUNNER_TEMP`
and passes `--notes-file` to both scripts; outputs the published stable
version.
- `canonicalize_stable_notes` job: pushes the `git mv` branch after a
stable that used `master`-side notes.
- `doc/RELEASING.md`, `doc/RELEASE-CHECKLIST.md`: document the
drafted-notes flow, the preflight resolution order, and the
canonicalization step; the LLM changelog flow now targets the draft
branch during the soak.
- `.agents/skills/release-changelog/SKILL.md`,
`.agents/skills/release-changelog-discord-message/SKILL.md`: the
notes-authoring skills now describe this flow — range ends at the beta
source commit (not `HEAD`), the file is beta-keyed on the
`release-notes/v<beta-version>` branch (seeded with
`scripts/draft-stable-notes.sh` for betas that predate the automation),
and the canonicalization link caveat is called out for announcements.

## Verification

- `node --test scripts/draft-stable-notes.test.mjs` — 6 tests, temp
git-repo fixtures: grouping, stable-tag range, previous-beta and
full-history fallbacks, default output path, malformed version, missing
tag.
- `node --test scripts/release-lib.test.mjs` — unchanged suite still
green.
- `bash -n` on both changed shell scripts; `release.yml` re-parsed as
YAML.
- `./scripts/release.sh stable --print-version` unchanged (prints the
next stable version); `--notes-file` on a non-stable channel fails with
a clear error.
- Not exercised end-to-end: the new workflow jobs need a real beta
publish to run. The first beta after merge is the live test; the draft
job is additive and cannot affect the publish result (it runs after
`publish_beta` completes).

## Risks

- Low risk to publishing itself: `--notes-file` defaults preserve
today's behavior everywhere; the draft and canonicalization jobs are
additive and run after the publishes succeed.
- The preflight now fails a real stable run when no notes are found.
That is the intended fail-early behavior (it previously failed later,
inside `publish_stable`, after the `npm-stable` approval).
- `draft_stable_notes` force-pushes only the machine-owned
`release-notes/v<beta-version>` branch; a beta re-cut regenerates it
cleanly.
- The stable version computed at preflight could differ from the
published one if a run crosses UTC midnight between the two jobs; the
materialized notes are passed by path, so the publish still succeeds,
and the canonicalization job uses the actually-published version.

## Model Used

Claude Fable 5 (Claude Code)



## Pre-submission 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
2026-08-17 20:47:23 -07:00
Dotta 8087661bb8
fix: bound workspace Git scans (#11572)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Workspaces let users and agents inspect files that belong to an
issue
> - Changed-file views use full-tree Git status scans
> - Many issue views could start those scans at the same time and make
the server unresponsive
> - Route-level limits did not protect the process or coalesce work for
one repository
> - This pull request adds one bounded scheduler for every expensive
workspace Git scan
> - It also starts browser scans only when the file panel is open and
visible
> - The benefit is bounded child-process use and responsive health
checks during request storms

## Linked Issues or Issue Description

**What happened?**

Many changed-file requests could start full `git status --porcelain=v1
-z --untracked-files=all` scans at the same time. One production
incident produced about 270 direct Git child processes. The Node process
stayed alive but stopped answering health requests in time.

**Expected behavior**

Paperclip must bound expensive Git work across all companies, actors,
issues, repositories, and browser tabs. Duplicate requests for one
worktree must share work. Excess requests must fail fast with a
retryable response. Hidden or closed file panels must not start scans.

**Steps to reproduce**

1. Open changed-file views for many issue and actor keys.
2. Send requests for two large workspace roots at the same time.
3. Observe that route-level limiter keys allow many full Git scans to
run together.
4. Observe delayed health responses and accumulated Git children.

**Paperclip version or commit**

Reproduced on master before commit `43ab441f0f`.

**Deployment mode**

Self-hosted server with local workspace repositories.

## What Changed

- Add a process-wide scheduler with configurable concurrency, queue
capacity, timeout, and cache TTL.
- Add fair admission, a bounded queue, canonical worktree keys,
single-flight joins, and bounded result caching.
- Add subprocess timeouts, TERM-to-KILL escalation, bounded output,
waiter cancellation, and slot cleanup.
- Route full-tree status work from file resources, workspace runtime,
execution workspaces, and adapter overlay sync through the scheduler.
- Return stable retryable `503` and `504` error codes for saturation and
timeout.
- Add structured logs with safe workspace hashes, durations, queue
state, cache use, joins, and terminal outcomes.
- Gate UI queries on panel and document visibility. Cancel queries on
close, hide, unmount, and workspace change.
- Disable focus and reconnect bursts. Keep one explicit refresh action
and a retryable unavailable state.
- Document the 10-second default freshness tradeoff and all
configuration variables.
- Add unit, route, UI, adapter, and deterministic 500-request load
coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm check:token-gates`
- `pnpm --filter @paperclipai/server exec vitest run
src/services/workspace-git-operation-scheduler.test.ts
src/__tests__/file-resources-git-scan-load.test.ts --reporter=dot` — 16
tests passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/WorkspaceFileBrowser.test.tsx
src/lib/page-visibility.test.ts --reporter=dot` — 38 tests passed.
- `pnpm --filter @paperclipai/adapter-utils exec vitest run
src/git-workspace-sync.test.ts --reporter=dot` — 16 tests passed.
- Existing file-resource, workspace-runtime, and execution-workspace
regression selections passed.
- Two cleanup safety regressions prove failed scans preserve the
worktree before archive and at the final deletion fence.
- Before: the incident produced about 270 Git children and health
requests timed out.
- After: 500 concurrent requests across 500 issue keys, 73 actors, and
two roots started two underlying scans. Peak scan concurrency was 2. All
500 requests succeeded. Health p99 was 4.94 ms. The harness found zero
unreaped children.
- The full local Vitest run passed 4,267 tests. Ten existing fixed-port
HTTPS exposure tests could not run because this host already owns
Tailnet listeners on ports 42000 and 52000. Clean GitHub CI is the final
full-suite result.
- Latest-head GitHub CI passed all required test, typecheck, build,
canary, e2e, policy, and security gates.
- Greptile completed at 5/5 with zero unresolved comments,
recommendations, or follow-ups.

## Risks

- Changed-file results can be up to 10 seconds old by default. Explicit
refresh remains available.
- A full queue returns a retryable `503` instead of waiting without a
bound.
- A scan that exceeds the default 8-second deadline returns a retryable
`504` and terminates its process group.
- Operators can tune all limits with documented environment variables.
Safe defaults protect local and shared servers.

> 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 family. The runtime does not expose the exact
deployment ID or context-window size. High reasoning, tool use, and code
execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
2026-08-17 22:11:30 -05:00
Nicky Leach 3061ce6901
feat(sandbox): stream session output by capability, drop three operator flags (#11557)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Sandboxed agents use provider capabilities to select safe execution
paths
> - Session output still depends on three operator flags that duplicate
capability data
> - Duplicate flags can drift from the verified sandbox capability
snapshot
> - This pull request makes the capability snapshot the only streaming
decision and removes the obsolete flags
> - The benefit is default streaming with a poll fallback when a
capability or stream fails

## Linked Issues or Issue Description

**What existing behavior does this improve?**

ACP sandbox session-output streaming and sandbox execution
configuration.

**Subsystem affected**

Cross-cutting (multiple of the above): server/, packages/shared/,
packages/adapter-utils/, and packages/plugins/.

**Current behavior**

Session-output streaming requires operator flags in the server and
Daytona plugin configuration. Saved configurations can retain a removed
key.

**Proposed behavior**

The verified capability snapshot selects streaming. The Daytona plugin
uses persistent sessions by default, keeps bypass commands one-shot, and
falls back from the log stream to polling. Removed configuration keys
become inert.

**Reason and benefit**

One capability source prevents configuration drift. The fallback keeps
output available when capability resolution or log streaming fails.

**Breaking changes**

The three operator flags no longer control session-output streaming.
Existing saved keys load but have no effect.

## What Changed

- Remove `useSessions` and `useLogStream` from the Daytona plugin
configuration and manifest.
- Remove `streamAgentSessionOutput` from server configuration, shared
types, and execution-target plumbing.
- Select streaming from `persistentProcessSessions` and
`independentControlCommands`.
- Keep poll fallback on capability resolution failure and stream
failure.
- Strip removed keys from strict fake-sandbox and catchall plugin
configuration.
- Update the sandbox capability documentation and focused tests.

## Verification

- `tsc --noEmit` passed in `packages/shared`, `packages/adapter-utils`,
`server`, and the Daytona plugin.
- Daytona `plugin.test.ts` passed 139 tests.
- Server capability, configuration, route, and runtime suites passed 160
tests.
- `packages/adapter-utils` `execution-target-sandbox.test.ts` passed 44
tests.
- The capability matrix covers stream, poll, and resolution-failure
paths.
- Removed-key tests cover strict fake-sandbox and catchall plugin
schemas.

## Risks

- A capability snapshot that lacks either required session capability
uses polling.
- A log stream failure uses polling and can increase request count.
- Existing removed configuration keys no longer change behavior.
- The isolated-worktree Daytona Vitest run has a pre-existing missing
`packages/adapters/droid-local` reference. CI and standard checkouts use
the committed configuration.

## Model Used

OpenAI Codex, GPT-5, tool use and code review assistance. The exact
runtime context window is managed by the Codex platform.

## 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>
2026-08-17 13:25:30 -07:00
Nicky Leach e71ce9a9d3
feat: sandbox provider capability contract with fail-closed effective resolution (#11463)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip runs work through adapters and sandbox providers
> - Providers need a clear contract so the server can use only verified
capabilities
> - A declared capability must not grant a method that the live worker
did not verify
> - This pull request adds manifest declarations and fail-closed
effective capability resolution
> - The benefit is safe provider reuse across execution targets and run
lifecycles

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting (multiple of the above)

**Problem or motivation**

Sandbox providers expose different runtime methods. The server needs one
safe capability contract that accounts for provider declarations, worker
verification, and narrowing configuration.

**Proposed solution**

Add strict manifest validation for five sandbox capabilities. Resolve
effective capabilities as the subset of verified, declared, and narrowed
values. Store the result as a frozen execution-target snapshot.

**Alternatives considered**

Trusting the manifest alone could grant methods that the worker does not
support. Trusting only a fixed built-in list would reject valid
third-party providers. The intersection rule keeps the verified runtime
ceiling and supports both provider types.

**Roadmap alignment**

This change supports the ACP run lifecycle track and the sandbox
provider contract work in the current roadmap.

**Additional context**

The legacy `supportsReusableLeases` field remains supported. The nested
capability validator rejects unknown keys. Missing or unavailable
verification resolves all capabilities to `false`.

## What Changed

- Add strict `sandboxCapabilities` manifest validation with legacy
reusable-lease compatibility.
- Carry declarations through the ready-driver projection.
- Add fail-closed effective resolution from verified, declared, and
narrowed capabilities.
- Add narrowing for provider configuration, Kubernetes Job leases, and
Daytona sessions.
- Add a frozen read-only capability snapshot to execution targets.
- Add focused tests and keep existing characterization baselines
covered.
- Add and update sandbox provider capability documentation.

## Verification

- `npx vitest run packages/shared/src/validators/plugin.test.ts`
- `npx vitest run
server/src/__tests__/plugin-environment-driver-sandbox-capabilities.test.ts`
- `npx vitest run
server/src/__tests__/sandbox-capability-contract.test.ts`
- `npx vitest run
server/src/__tests__/environment-execution-target-capabilities.test.ts`
- `npx vitest run
packages/adapter-utils/src/acpx-engine/startup-characterization.test.ts
packages/adapter-utils/src/acpx-engine/turn-characterization.test.ts
packages/adapter-utils/src/acpx-engine/settlement-characterization.test.ts
packages/adapter-utils/src/acpx-engine/composed-run-characterization.test.ts`
- Package typechecks for shared, server, and adapter-utils pass.
- Stage-2 security review suites pass with 28 tests.

## Risks

The resolver fails closed when verification is absent or unavailable.
Providers that rely on undeclared capabilities may see narrower behavior
until they expose verified worker methods. The change does not alter the
existing native-sync guard.

## Model Used

OpenAI Codex, GPT-5, exact runtime model ID `gpt-5`, tool use and code
execution. The implementation author used this model to assist with the
change.

## 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>
2026-08-17 10:55:40 -07:00
Dotta 4c349fe6b7
feat(runtime): managed Tailscale HTTPS lifecycle, durable runtime leases, and bounded control recovery (#11525)
<!-- Simplified Technical English (ASD-STE100). -->

> **Stacked pull request.** This targets #11524. Merge #11524 first.
Review only the second commit, `feat(runtime): managed Tailscale HTTPS
lifecycle...`.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip starts and supervises managed runtime services, so an
agent's branch can be previewed while the agent works
> - The previous pull request added the host broker, the shared
contract, and the database columns, but no code used them
> - A managed runtime can only be exposed over HTTPS if it holds a
stable loopback port pair for the whole life of the service. The current
control path cannot promise this: two controls can race the same
execution workspace, a stranded control can stay `running` forever, and
a start can adopt a port it does not own
> - This pull request adds the HTTPS lifecycle and the control-path
hardening that the lifecycle depends on
> - The benefit is that a managed preview becomes reachable from another
device, and a managed control now always reaches a terminal state

## Linked Issues or Issue Description

No public GitHub issue exists. The change follows the feature request
template.

**Subsystem affected**

Managed workspace runtime services, workspace operations, the execution
workspace routes, and the workspace runtime UI.

**Problem or motivation**

A managed runtime service is reachable only on loopback, so a preview
cannot be opened from a phone or a second computer. Exposing it safely
needs an exclusively held port pair. Three existing gaps block that.
Overlapping controls can race the same workspace. A control whose owner
dies stays `running` and blocks the lane forever. Port allocation does
not confirm that the process holding a port is the process Paperclip
spawned.

**Proposed solution**

Add the exposure lifecycle on top of the broker from #11524: reserve
before spawn, expose after readiness, validate the public URL, and
remove on stop. In the same change, make managed controls mutually
exclusive per workspace, give each control a durable issue-owned lease
and a terminal state, and verify port ownership before use.

**Alternatives considered**

- Add HTTPS exposure without the control hardening. This was rejected
because a raced or stranded control makes exposure point at the wrong
process.
- Guard the lane with an in-memory lock only. This was rejected because
the lock does not survive a server restart, so the lane can be lost or
double-claimed.
- Trust the requested bind address. This was rejected because a checkout
that predates managed HTTPS overwrites `PAPERCLIP_BIND` from its own
`--bind` argument, and then binds the wildcard address.

**Roadmap alignment**

This completes the managed workspace runtime capability that already
exists. It adds no new product surface beyond the HTTPS link.

**Additional context**

This is the second of three pull requests. The third adds central
mediation of leased port pairs.

## What Changed

Exposure lifecycle:

- Add the server-side broker client and the exposure lifecycle manager.
The manager reserves the mapping before spawn, exposes after backend
readiness, validates the public URL, and removes the mapping on stop.
- Default managed worktree runtimes to `tailscale_https`, read exposure
intent from legacy `expose` blocks, and backfill runtimes that are still
HTTP-only.
- Verify listener ownership for the app port and its Vite HMR companion
before the broker is asked to expose anything. An unrelated listener on
either port fails the start closed.
- Force the loopback bind through argv instead of environment hints.
Leave a non-Paperclip service's `--bind` argument alone.
- Probe loopback for readiness instead of the public URL, and give Vite
HMR its own loopback-bound server in middleware mode.
- Preserve operator-declared Serve mappings across the managed
lifecycle, so cleanup never removes a mapping that Paperclip did not
create.
- Name which listener predicate denied an expose, so an operator can act
on the message.

Control-path hardening:

- Make `start`, `stop`, `restart`, and job `run` mutually exclusive per
execution workspace. An overlap gets `409
workspace_runtime_control_in_progress`, and authorization is still
checked first.
- Take a durable exclusivity lease on the execution workspace, owned by
the controlling issue. A different issue gets `409
workspace_runtime_lease_conflict` before any operation is recorded.
Board and operator actions bypass the lease.
- Give every control a terminal state. Each control stamps its owning
process and pid, heartbeats while it runs, and has a wall-clock ceiling.
Recovery of a stranded control uses a compare-and-swap on `updated_at`,
so a live owner is never stolen.
- Bound readiness probes, verify allocated port ownership on POSIX and
Windows, harden sibling port allocation, and reconcile desired runtimes
on server startup.
- Surface exposure state and bounded runtime errors in the workspace
runtime UI.
- Record the new behavior in `doc/DEVELOPING.md`.

## Verification

Focused checks, all run on this branch:

- `npx tsc --noEmit -p server/tsconfig.json` — 139 errors, exactly the
count on `master`. All 139 come from the unbuilt
`@paperclipai/plugin-sdk` package.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- Server suites, 177 tests pass across 9 files:
`workspace-runtime.test.ts`, `workspace-runtime-leases.test.ts`,
`workspace-runtime-control-recovery.test.ts`,
`execution-workspace-runtime-control-conflict.test.ts`,
`execution-workspace-runtime-lease-route.test.ts`,
`workspace-operations-reconciliation.test.ts`,
`workspace-runtime-start-terminality.test.ts`, `app-hmr-port.test.ts`,
and `workspace-runtime-ready-comment.test.ts`.
- Exposure unit suites, 77 tests pass: `src/services/runtime-exposure/`
and `workspace-runtime-exposure-backfill.test.ts`.
- UI: `WorkspaceRuntimeControls.test.tsx` and
`WorkspaceServiceControlBar.test.tsx` — 34 tests pass.

**One suite is red on the development host and is expected to be green
in CI.** `server/src/services/workspace-runtime-exposure.test.ts` has 10
failures on the machine used to write this branch. The cause is host
contamination, not the code. That machine already runs an HTTPS canary
that holds ports 42000, 42001, 52000, and 52001 on a tailnet address.
The suite allocates from the same range, so the new listener-ownership
check correctly reports:

```
listener_ownership_mismatch — port 42000 is bound to 100.123.243.20, 127.0.0.1,
fd7a:115c:a1e0:0:0:0:dd3a:f314 ... instead of loopback only
```

A CI runner has no listener on those ports, so the check sees loopback
only and the suite passes. Please confirm this from the CI result on
this pull request rather than from a local run on a host that already
exposes a managed runtime. This is a real weakness of the current test
fixture, and the third pull request in the series removes it by
allocating the pair through a central mediator instead of a stubbed
availability check.

`workspace-runtime-https-live-exercise.test.ts` needs a live `tailscale`
host and was not run locally.

## Risks

- This is the behavior-bearing pull request of the three, so it carries
the most risk.
- Two new `409` responses appear on managed control routes. A caller
that assumed a control always starts must handle a conflict. Board and
operator actions are deliberately exempt, so an agent lease cannot lock
an operator out.
- Managed worktree runtimes now default to `tailscale_https`. If the
host has no working broker, the start fails closed and reports the
exposure failure instead of silently serving plain HTTP. This is
intended, and it is the reason the failure message names the denying
predicate.
- Startup reconciliation touches persisted runtime rows. It is scoped to
desired state and does not resurrect a service that never came up.
- The lease has a 30-minute time to live and explicit release paths, so
a crashed owner cannot hold a lane forever.
- No migration runs in this pull request. The tables and columns land in
#11524.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR.

## Model Used

Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking,
with 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, with the one
host-contaminated suite explained 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
- [ ] 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
2026-08-17 06:23:33 -04:00
Dotta 10d0555189
fix(interactions): authorize resolvers consistently (#11376)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue interactions give agents and people a structured decision
record.
> - Resolver routes used different authorization rules.
> - Some routes blocked valid agents, including task watchdogs with
normal issue access.
> - The API did not show who could resolve a pending interaction.
> - This pull request gives every interaction kind one resolver policy
evaluator.
> - The benefit is a clear decision path with consistent governance and
company isolation.

## Linked Issues or Issue Description

Fixes: #8087

Refs: #7403

Related PR: #11082 proposes board-only confirmation rules. This change
keeps human-only review as an explicit policy.

**What happened?**

Agents could create issue interactions. Some resolver routes still
required board access.

This left valid agent confirmations pending. Task watchdogs could see
the same problem without board identity.

**Expected behavior**

Every interaction kind must use one resolver policy contract.

The contract must support `anyone`, `not_creator`, and `human_only`. It
must also apply all normal governance controls.

**Steps to reproduce**

1. Create a `request_confirmation` interaction as an agent.
2. Resolve it with another authorized agent.
3. Observe the board-only denial.

**Paperclip version or commit**

The problem exists on `master` before this change.

**Deployment mode**

Local development with `pnpm dev`.

## What Changed

- Add canonical policies for `anyone`, `not_creator`, and `human_only`.
- Use one server evaluator for every interaction kind.
- Apply named addressees, company limits, review rules, and task
watchdog scope.
- Charge cross-issue resolutions to the existing per-run action limit.
- Return the effective resolver audience in attention and interaction
data.
- Show the audience, governance choices, and denial reasons in the board
UI.
- Add telemetry, API documents, product documents, and regression
fixtures.
- Add migration provenance for safe legacy behavior.
- Make migration `0218` safe for complete replays and partial prior
runs.

## Product Rules

- An interaction records a response. It does not grant authority for the
next action.
- `anyone` lets any authorized issue participant respond.
- `not_creator` requires a responder other than the interaction creator.
- `human_only` requires an authorized person.
- A named addressee, company policy, or governed action can narrow the
audience.
- These controls cannot widen the audience.
- A task watchdog uses the same rules as an ordinary agent.
- A task watchdog does not receive board authority.
- An agent resolution on another issue uses the shared cross-issue
action limit.
- Legacy pending interactions keep their earlier restrictions.
- The UI shows the effective audience and a permanent denial reason.

## Verification

- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run
packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts`
- The focused PostgreSQL test applies migration `0218` twice.
- The test also completes a partial prior run and preserves existing
provenance.
- The latest GitHub head has 29 successful checks.
- The opt-in Storybook visual check skipped as expected.
- Greptile reports 5/5 with no open comments.

## Risks

- New interaction writes use `anyone` by default.
- Callers must select `not_creator` or `human_only` when they need
stricter review.
- Legacy pending interactions keep the old creator and human
restrictions.
- Migration `0218` fills only missing provenance fields during recovery.
- Cross-issue resolutions can reach the existing action limit.
- The shared evaluator affects every interaction kind.
- Route, service, database, shared contract, and UI tests cover these
rules.

> This work matches the Agent Reviews and Approvals direction in
`ROADMAP.md`. It does not duplicate a planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID
or context window.

The agent used reasoning, repository tools, shell commands, and 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 linked public issues or described the issue with the
required labels
- [x] I have not referenced internal Paperclip issues or links
- [x] My branch name describes the change and 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 updated relevant documentation
- [x] I have considered and documented the risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open comments
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-16 13:46:50 -05:00
Nicky Leach fdb9a4880d
fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip provides CLI commands and guidance for operators and
agents
> - The `pnpm paperclipai` script can pass argument values through a
shell
> - Shell re-parsing can execute command substitutions inside quoted
values
> - This pull request routes guidance through inert-argv `npx
paperclipai` commands and adds regression coverage
> - The benefit is safer operator guidance across documentation and
runtime hints

## Linked Issues or Issue Description

This pull request fixes a command-injection-class defect in Paperclip
CLI guidance.

**What happened?**

The `pnpm paperclipai <sub> --flag "$VALUE"` form can re-parse argument
values through a shell. A command substitution inside a quoted value can
execute on the host.

**Expected behavior**

Paperclip guidance must pass CLI values as inert argument values.
Host-derived values must not appear in copyable commands.

**Steps to reproduce**

1. Run a Paperclip guidance command that uses the `pnpm paperclipai`
script.
2. Provide a quoted value that contains a command substitution.
3. Observe that the shell can evaluate the substitution before the CLI
starts.
4. Compare the result with the `npx paperclipai` form.

**Paperclip version or commit**

`5670984b75d109950c968542a0111ebb6967f4da`

**Deployment mode**

All deployment modes that show or use the affected CLI guidance.

**Installation method**

Built from source and installed CLI guidance.

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Database mode**

Not database-related.

**Access context**

Both.

**Additional context**

The earlier merged PR
[#11343](https://github.com/paperclipai/paperclip/pull/11343) used the
unsafe `pnpm exec paperclipai` form. This fresh PR replaces that
guidance with the safe `npx paperclipai` form.

## What Changed

- Standardize documentation and runtime hints on `npx paperclipai`.
- Remove the broken `pnpm exec paperclipai` guidance.
- Use a static `<host>` placeholder in private-hostname guidance.
- Add regression tests for unsafe forms, continued lines, static hosts,
and offline guidance.

## Verification

- `git diff --check
origin/master...origin/fix/paperclipai-cli-npx-safe-invocation` passes.
- The branch adds `server/src/__tests__/cli-invocation-safety.test.ts`
and updates private-hostname tests.
- CI must run the new tests, typecheck, lint, and build checks.
- Local Vitest execution was not available because this worktree has no
installed Vitest binary.

## Risks

- The change affects operator and agent documentation text.
- The runtime hints now show `<host>` instead of a request-derived host
value.
- No database schema or migration changes exist.
- CI will detect any missed unsafe invocation or type error.

## Model Used

OpenAI GPT-5, exact model ID `gpt-5`, with tool use and code-review
assistance. The model used repository inspection, Git operations, and PR
preparation.

## 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] CI ran the test suites and they pass; local test execution was
unavailable in this worktree
- [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 addressed all Greptile and reviewer comments before requesting
merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-14 22:11:16 -07:00
Dotta edb8083538 fix(server): serialize interaction review verdicts
Lock the issue before accepting or rejecting review confirmations, reauthorize against the current policy, and cover concurrent policy tightening.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:53:26 +00:00
Dotta 277c13529a fix(server): persist review requester atomically
Commit both bound and unbound in-review transition activity in the same transaction as the issue update.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:38:12 +00:00
Dotta 991f40bb2e fix(server): serialize review policy verdict authorization
Recheck terminal verdict and policy mutations under a row lock, and scope interaction verdict enforcement to the review confirmation itself.

Co-Authored-By: Codex <noreply@openai.com>
2026-08-15 01:25:17 +00:00
Dotta 373b675f94 fix(server): prevent review policy verdict downgrade bypass
Authorize verdicts and policy changes against the stored restrictive review policy, remove downgrade guidance, and cover both restrictive policies with route regressions.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-15 01:12:34 +00:00
Nicky Leach 5ca7b4c1fe
fix(security): standardize paperclipai CLI guidance on safe npx path (#11343)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip provides CLI guidance to agents and operators through
documentation and runtime messages.
> - Content-bearing `pnpm paperclipai` examples send arguments through a
shell.
> - Shell evaluation can execute command substitutions in untrusted
argument content.
> - Runtime hostname guidance can also place request-derived content
inside a shell command.
> - This pull request uses `npx paperclipai` for content-bearing
guidance and uses a static hostname placeholder.
> - The benefit is safer copy-paste guidance for agents and operators.

## Linked Issues or Issue Description

**Issue type**
Incorrect information

**Where is the issue?**
CLI guidance in `doc/CLI.md`, `skills/paperclip/SKILL.md`,
documentation, and runtime-generated hints.

**What's wrong?**
Content-bearing `pnpm paperclipai` commands can pass argument text
through `/bin/sh`. Shell command substitution in an argument can execute
before the CLI receives the value.

**Suggested fix**
Use `npx paperclipai` for content-bearing commands. Use a static
`<host>` placeholder when runtime guidance displays the allowed-hostname
command.

## What Changed

- Replace content-bearing `pnpm paperclipai` examples with `npx
paperclipai` across the documentation and agent-facing guidance.
- Update runtime-generated CLI hints to use a static `<host>`
placeholder.
- Add safety notes to `doc/CLI.md` and `skills/paperclip/SKILL.md`.
- Add scans and regression tests for unsafe invocation and hostile
hostname headers.
- Keep fixed lifecycle commands and `pnpm --filter @paperclipai/*` build
commands unchanged.

## Verification

- Run `tsc --noEmit` for the changed server files.
- Run `cli-invocation-safety.test.ts`.
- Run `private-hostname-guard.test.ts`.
- Confirm that hostile hostname headers do not enter shown shell
commands.
- Confirm that the three commits contain the required Paperclip
co-author trailer.

## Risks

- This change updates documentation and diagnostic text across many
surfaces.
- Fixed lifecycle and setup commands remain unchanged.
- The tests fail if content-bearing `pnpm paperclipai` guidance returns.
- The change does not alter the CLI argument parser.

## Model Used

OpenAI Codex, GPT-5, tool use, code execution, and repository review
assistance.

## 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>
2026-08-13 16:43:21 -07:00
Dotta 3e1ea39ff3
fix(inbox): honor saved policy for explicit targets (#11221)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - Each user can let agents tidy that user's Mine inbox
> - The profile control saves either an open policy or an agent
allowlist
> - Explicit inbox archive requests checked only the separate
`inbox:manage` grant
> - This made the saved profile control ineffective for explicit user
targets
> - This pull request makes authorization honor the target user's saved
policy
> - The benefit is that the UI control and the API now enforce the same
user choice

## Linked Issues or Issue Description

**What happened?**

An agent received `403 inbox_cross_user_grant_required` when it archived
an issue with an explicit `userId`. The denial occurred even when that
user had enabled inbox management for the agent in Profile Settings. The
authorization service checked only `principal_permission_grants` for
explicit targets and ignored the saved user inbox policy.

**Expected behavior**

An explicit target is allowed when the target user saved an `open`
policy or an allowlist that contains the agent. An unsaved default-open
policy must remain limited to the responsible-user path. A scoped
`inbox:manage` grant must remain an administrative override.

**Steps to reproduce**

1. Save an inbox-agent allowlist for a user.
2. Include the acting agent in that allowlist.
3. Call `POST /api/issues/{issueId}/inbox-archive` with that user's
explicit `userId`.
4. Observe the incorrect `403 inbox_cross_user_grant_required` response
on the previous implementation.

**Paperclip version or commit**

Reproduced on `7ea2068ef8`.

**Deployment mode**

Self-hosted server.

**Installation method**

Built from source with pnpm.

**Agent adapter(s) involved**

Not adapter-specific. This is a core authorization bug.

**Database mode**

External Postgres in production. The regression tests use embedded
PostgreSQL.

**Access context**

Agent bearer authentication.

Related foundations: #9658 and #9724.

## What Changed

- Read the target user's saved inbox-agent policy before the
explicit-target decision.
- Allow saved `open` policies and matching allowlists for explicit
targets.
- Keep unsaved implicit-open policies responsible-user-only.
- Keep scoped `inbox:manage` grants as administrative overrides.
- Add service and route regressions for allow, deny, archive, unarchive,
and audit metadata.
- Update the implementation contract and agent-facing inbox API
guidance.

## Verification

- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/inbox-archive-routes.test.ts` — 66 tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check origin/master...HEAD` — passed.

## Risks

- Low risk. The change is limited to explicit inbox targets with a saved
policy.
- A missing policy row still denies explicit cross-user access.
- A non-matching allowlist and a disabled policy still deny access
unless a scoped administrative grant applies.

> 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. The runtime did not expose the exact
model build or context-window size. The agent used reasoning, repository
tools, code execution, and focused 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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-11 13:23:03 -04:00
Devin Foley 71e9d6bb0b
feat(release): candidate-branch beta builds and the release checklist (#11209)
> Follow-up to #11208 (merged): rebased onto master and ready for
review.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channels promote artifacts along canary → nightly → beta
→ stable, with the happy path being promotion of an existing build
> - When one or two targeted fixes are needed before a beta or stable,
the only options today are waiting for the next nightly or absorbing a
whole day of unrelated master changes
> - The channel model was designed with an escape hatch for exactly
this: short-lived candidate branches carrying only cherry-picked fixes
> - This pull request implements candidate-branch beta builds with full
verification, documents the stable fix path through the
soak-justification gate, and adds the release captain's checklist
> - The benefit is that a surgical fix can ship forward without either
delay or blast radius, with its provenance recorded

## Linked Issues or Issue Description

Refs #11008 — completes the fix-path half of the channel model
introduced there.

**Subsystem affected**

Release automation: `scripts/release.sh`,
`.github/workflows/release.yml`, `doc/RELEASING.md`, new
`doc/RELEASE-CHECKLIST.md`, tests.

**Problem or motivation**

Beta promotion only accepts commits that already shipped as a nightly,
and stable promotion expects a soaked beta. There is no supported way to
ship one or two cherry-picked fixes between lanes: an urgent fix must
wait for the nightly cycle or pull in every unrelated master change from
the day. The original channel design called for candidate branches to
cover this, and they were deferred from the initial implementation.

**Proposed solution**

Candidate-branch beta builds: cut `candidate/beta-<target>` from a
nightly's source commit, cherry-pick the fixes, and dispatch `channel:
beta` with the new `candidate_branch` input. Selection enforces the
naming convention, rejects heads that already shipped as a beta or
predate the candidate tooling, and records the cherry-picked commits in
the job summary. Because candidate heads never went through a canary or
nightly, publication is gated on a full `release-verify` run (promoted
nightlies keep skipping re-verification). The stable fix path
(`candidate/release-<target>` as `source_ref`) works through the
existing soak gate: the justification requirement is the deliberate,
recorded trade-off for shipping unsoaked bits, and is now documented as
such.

## What Changed

- `scripts/release.sh`: `--from-candidate` flag (beta only) waives the
shipped-a-nightly requirement while keeping the duplicate-beta guard
- `.github/workflows/release.yml`: `candidate_branch` dispatch input;
candidate mode in `select_beta` (naming validation, duplicate and
tooling-era rejection, cherry-pick recording); new
`verify_beta_candidate` job gating candidate publishes on full
verification
- `doc/RELEASING.md`: beta fix-path and stable fix-path sections
- `doc/RELEASE-CHECKLIST.md` (new): the release captain's checklist for
all four lanes as built
- Tests: dry-run fixture coverage for `--from-candidate` (waives the
nightly guard, keeps the duplicate guard, rejected outside beta) and
wiring tests for candidate validation plus the verification gate

## Verification

- `node --test` on the four affected suites: 42 pass in total (17 + 25
across the two runs), including the 5 new tests
- `bash -n` on `release.sh`; YAML parse of the workflow
- After merge: exercise the path end to end the first time a real
cherry-picked beta is needed — dispatch with a `candidate/beta-*` branch
and confirm the summary records the picks and verification runs

## Risks

- Candidate builds bypass the smoke-tested-nightly provenance by design;
the compensating controls are full verification before publish, the
post-publish beta smoke, the human `npm-beta` gate, and recorded
cherry-picks
- The stable fix path rides the existing justification mechanism rather
than adding a second bypass — one recorded escape hatch, not two

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use. All changes model-authored under
human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 10:05:13 -07:00
Devin Foley 2da6a248c3
fix(release): surface recovery commands when a lane tag push is rejected (#11208)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release subsystem's promotion lanes publish to npm, then push a
lane tag and dispatch the Docker image build at that tag
> - The first nightly of the beta-tooling merge published to npm and
then died at the tag push: GITHUB_TOKEN may not create refs pointing at
workflow-modifying commits from dispatch or scheduled runs
> - The failure was a bare `remote rejected` with no guidance, leaving
the release half-finished (npm live, no tag, no images) until an
operator reverse-engineered the recovery
> - This pull request makes every lane's tag push degrade into exact
recovery instructions in the job summary
> - The benefit is that a rare platform-permission rejection becomes a
two-minute runbook operation instead of a forensic exercise

## Linked Issues or Issue Description

Refs #11008 — the incident occurred promoting that change's own merge
commit, the first workflow-modifying commit to flow through the lanes it
introduced.

**Subsystem affected**

Release automation: `.github/workflows/release.yml`, `doc/RELEASING.md`,
workflow wiring tests.

**Problem or motivation**

Run 31445344811 published `2026.811.0-nightly.0` to npm, then failed
pushing `nightly/v2026.811.0-nightly.0`: `refusing to allow a GitHub App
to create or update workflow .github/workflows/release.yml without
workflows permission`. The tagged commit modifies workflow files, and
GITHUB_TOKEN may not create refs pointing at such commits from dispatch
or scheduled runs (push-event runs are exempt, which is why the canary
tag on the same commit succeeded). The job failed with no explanation
and the Docker dispatch never ran.

**Proposed solution**

Wrap the nightly, beta, and stable tag pushes: on rejection, write the
exact recovery commands into the job summary — create and push the tag
with maintainer credentials, dispatch `docker.yml` at the tag, and for
stable also run `create-github-release.sh` — then fail the job. Document
the cause and recovery in the failure playbooks and pin the three
recovery blocks with a wiring test.

## What Changed

- `.github/workflows/release.yml`: recovery-summary wrappers on the
nightly, beta, and stable tag-push steps
- `doc/RELEASING.md`: failure-playbook entry for the
workflows-permission rejection
- `scripts/__tests__/release-verify-workflow.test.mjs`: wiring test
asserting all three lanes carry the recovery summary

## Verification

- Wiring tests: 6 pass; YAML parse of the workflow
- The recovery commands are exactly the ones used to resolve the real
incident (tag push + `docker.yml` dispatch for
`nightly/v2026.811.0-nightly.0`)

## Risks

- Low. The happy path is unchanged (a successful push skips the
wrapper); the failure path trades a bare error for actionable output and
still fails the job, since the release state is genuinely incomplete

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use. All changes model-authored under
human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 08:48:13 -07:00
Devin Foley 1ea2f0e2d6
feat(cli): add 'paperclipai channels' to show release lanes and the current one (#11210)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channels (canary → nightly → beta → stable) select by
install target, and users discover them today only through
maintainer-oriented docs
> - A user who wants to know "which lane am I on, and what else is
there" has no self-serve answer
> - The channel rollout planned a read-only CLI command for exactly this
> - This pull request adds `paperclipai channels`: every lane with the
version its dist-tag resolves to, the install command for it, and which
lane the running install follows
> - The benefit is self-serve lane discovery without reading release
documentation

## Linked Issues or Issue Description

Refs #11008 — the user-facing discovery surface for the channel model
completed there.

**Subsystem affected**

CLI: `cli/src/commands/channels.ts` (new), `cli/src/index.ts`,
`doc/CHANNELS.md`, tests.

**Problem or motivation**

Channel selection is install-based (`@latest` / `@beta` / `@nightly` /
`@canary`), but nothing in the product tells a user which channel their
install follows or what the other lanes currently resolve to. The
information lives in `doc/CHANNELS.md` and the npm registry, neither of
which a running install surfaces.

**Proposed solution**

A read-only `paperclipai channels` command: prints each channel with the
version its dist-tag currently resolves to (per-lane registry lookups
that degrade to `unavailable` individually), the install command for
each, and the running install's lane parsed from its version suffix —
source checkouts carry the repository's placeholder version and are
reported as unmapped rather than guessed. `--json` emits the same data
for scripting.

## What Changed

- `cli/src/commands/channels.ts` (new): channel table, lane parsing,
registry resolution, human and `--json` output
- `cli/src/index.ts`: registers `channels`
- `doc/CHANNELS.md`: "Seeing where you are" section
- `cli/src/__tests__/channels.test.ts` (new): lane parsing including
unknown versions, full resolution against a fake runner, per-lane
degradation, table/dist-tag sync

## Verification

- `vitest run cli/src/__tests__/channels.test.ts`: 5 pass
- `pnpm typecheck` in `cli/`
- Live run against the real registry shows all four lanes with their
current versions (`2026.722.0` / `2026.811.0-beta.0` /
`2026.811.0-nightly.0` / canary) and correctly reports a source checkout
as unmapped

## Risks

- Low. Read-only command reusing the existing `resolvePublishedVersion`
registry helper; no state, no auth, no publish surface

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use. All changes model-authored under
human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 08:47:32 -07:00
Dotta b58ce27a02
fix: isolate execution workspace summaries (#10790)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip gives operators a summary for each workspace.
> - An execution workspace detail page used the parent project-workspace
summary slot.
> - Two execution workspaces under one project workspace could therefore
show the same summary.
> - This pull request gives each execution workspace its own summary
scope.
> - It also limits the summary snapshot and generated issue to that
execution workspace.
> - The benefit is that a new or parallel execution workspace cannot
inherit unrelated status.

## Linked Issues or Issue Description

**What happened?**

An execution workspace detail page read and refreshed the summary slot
for its parent project workspace. Parallel execution workspaces could
show the same status and include issues from each other.

**Expected behavior**

Each execution workspace must have one isolated summary slot. Its
generated snapshot must include only issues assigned to that execution
workspace.

**Steps to reproduce**

1. Create two execution workspaces under one project workspace.
2. Add different issues to each execution workspace.
3. Generate the summary in the first execution workspace.
4. Open the second execution workspace.
5. Observe that the old implementation could reuse the first summary.

**Paperclip version or commit**

The problem exists on `master` before this pull request.

**Deployment mode**

The issue affects both local trusted and authenticated deployments.

## What Changed

- Added `execution_workspace` to the shared summary-slot scope contract.
- Validated execution-workspace ownership and stored generated summary
issues on the correct execution workspace.
- Limited execution-workspace snapshots to issues with the matching
execution workspace ID.
- Updated the execution workspace page to use its own summary slot.
- Updated Summarizer instructions, routine options, catalog metadata,
documentation, and regression tests.

## Verification

- `NODE_ENV=test pnpm exec vitest run
packages/shared/src/summary-slot.test.ts
server/src/__tests__/summary-slots.test.ts
ui/src/pages/ExecutionWorkspaceDetail.test.tsx` — 30 focused tests
passed; the embedded-Postgres server tests were run outside the
process-restricted sandbox.
- `pnpm check:token-gates` — passed.
- `pnpm --filter @paperclipai/skills-catalog validate` — passed with 17
catalog skills.
- [Latest-head GitHub
Actions](https://github.com/paperclipai/paperclip/actions/runs/31491475405)
— all 22 jobs passed on `beea14cbaf`, including typecheck, build,
server/workspace tests, serialized suites, e2e, canary, and aggregate
verification. One unrelated adapter cleanup test initially hit an
`ENOTEMPTY` temp-directory race; its single permitted rerun passed.
- Greptile — 5/5 confidence on `beea14cbaf`, 12 files reviewed, zero
comments added, and zero unresolved threads.

## Risks

- Low risk. The new scope is additive.
- Existing project and project-workspace summary slots keep their
current keys and behavior.
- A summary generated for an execution workspace now excludes sibling
workspace issues by design.

> 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 GPT-5. The deployment does not expose a more
specific model ID or context-window value. It used agentic reasoning,
repository tools, code execution, and GitHub tooling.

## 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>
2026-08-11 08:56:32 -04:00