## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native runner connects task messages, provider execution, and
task outcomes.
> - First-time user tests exposed gaps in recovery, completion
permissions, message delivery, and Stop behavior.
> - These gaps left usable output hidden, completed work waiting for
bookkeeping, or safe work unable to continue.
> - This pull request fixes the shared lifecycle and receipt paths while
preserving process ownership and action checks.
> - Users can continue work with accurate task state and durable
messages.
## Linked Issues or Issue Description
**What happened?**
A stopped local Codex execution could remain blocked even after its
processes had stopped and its complete transcript proved that no
external action needed replay. Claude under Conservative permissions
could fail to call task completion tools. Recovery could reuse an
assistant item ID and overwrite prior output. A delivered comment could
remain marked uncertain after navigation. Stop could look like Pause or
a new recovery incident. Workspace contention could look like
cancellation. A direct reply reopening Done could enter a clarification
loop.
**Expected behavior**
Recover automatically only with verified termination and complete action
receipts. Preserve answers and messages. Keep task completion available
under Conservative permissions without broad tool access. Show crashes
as Blocked, actual human decisions as In Review, and ordinary workspace
contention as waiting. Stop the current response and allow a new
direction.
**Steps to reproduce**
1. Create ordinary response tasks with local Codex and Claude Code, then
send follow-up messages through the task composer.
2. Interrupt a disposable local Codex runner during text-only work.
Verify automatic continuation and retained output.
3. Stop a response, send a new request, answer a clarification, and
reopen completed work with another message.
4. Navigate or reload while a comment submission is pending. Confirm the
exact persisted request receipt settles it without removing newer draft
text.
5. Run two tasks in a shared Daytona workspace. Confirm waiting does not
appear as failure.
**Paperclip version or commit**
Initial acceptance baseline: `c9021c6721f91e2c74bd9fee9d3fd41c999d17b7`.
Current integration base: `6cef9743c`. Both operator-interruption and
workspace-waiting guards are preserved; native restart and legacy
permission rules remain documented.
**Deployment mode**
An isolated source-built test-drive instance, with real local Codex and
Claude Code providers and disposable Daytona environments.
Related work: #13314, #13316, #13327, #13344, #13239, #13254, #13163.
This PR addresses additional failures from ordinary task journeys,
including controller restart handoff and repeated warm sandbox setup.
Historical task status reconciliation is excluded.
## What Changed
- Persist runner ownership immediately at spawn and resume an explicitly
adopted runner even when the controller crashed before the first driver
checkpoint. Detach the controller safely across graceful restarts,
including session startup. Prevent an old finalizer from suspending or
signaling an adopted runner. Checkpoint idle warm sessions before
shutdown. Preserve the same run and queued follow-up messages.
- Scope saved legacy queue successor checks to the queue owner while
preserving ordinary task locks, operator identity, assignment gates, and
exactly-once delivery.
- Preserve managed Codex credential files when an old session is
detached for restart; normal owned cleanup still copies refreshed auth
back and removes the scoped copy.
- Reuse the bound warm shared sandbox and fully verify an existing
staged provider pack before using it. This avoids repeated uploads when
the pack is already valid.
- Add a narrow local Codex replacement path with stopped-process proof,
a closed transcript inventory, exact completion receipts, and
fresh-session lineage. Preserve no-replay holds when evidence is
incomplete. Recovery may clear only the same run's recorded Blocked
status version; manual re-blocking and dependency changes invalidate
that receipt, while queued comments do not. Later blocks stop scheduled,
queued, and final dispatch; queued/final checks re-read dependencies
even when the task status stays In Progress.
- Permit only task delivery and human-input tools through the isolated
Claude runner's exact task bridge.
- Scope assistant item identity to the provider turn and ignore only
authority-free Codex skill-change notifications during startup.
- Reconcile composer submissions by client request ID across response
loss, navigation, and reload. Retain text typed during delivery.
- Keep acknowledged run-only Stop neutral and show workspace contention
as waiting. Project exhausted native failures as Blocked.
- Restore the guarded task-page retry action for failed legacy runs,
including the server-supported explicit new-attempt path for stopped
conversation adapters. Preserve native/process recovery holds and avoid
promising Retry while a decision or execution gate hides it.
- Refresh delivered artifacts and handle direct user replies that reopen
completed work without a clarification loop.
- Check the embedded PostgreSQL PID, data directory, and actual port
before connecting or migrating.
- Document accepted behavior and add focused regressions at lifecycle,
route, transcript, and UI boundaries.
## Verification
- Final head `fece606ac2` passes the complete GitHub CI matrix: **34
green checks, two expected Storybook skips, no failures or pending
checks**, including `ci / verify`, `ci / e2e`, full runner verification,
typecheck, build, every server/workspace shard, and all browser shards.
[CI
run](https://github.com/paperclipai/paperclip/actions/runs/34727183287).
Greptile is **5/5 with no open findings**. The final two commits only
refine test fixtures; both affected suites pass 24/24 locally and in CI,
with server typecheck green.
- Complete local Vitest coverage uses the canonical groups/shards: all
635 general server suites, all 145 serialized suites, and all workspace
packages. The aggregate began on `0a8001c18` while the final queue fix
arrived: 23,903 passed, five failed, 87 skipped. The five
port/socket/timing failures passed unchanged in follow-ups (60 tests in
the exposure/file suites and 412 tests covering the serialized failures
and unrun tails). The final queue/operator-identity suites separately
passed 52/52. This is aggregate coverage plus explicit reruns, not a
pristine single-command final-head run.
- After integration with current master,
queue/operator-identity/continuation suites passed 162/162 and affected
UI suites passed 140/140. ACP Stop/continuation and legacy
task/Inbox/message browser suites passed 9/9, including both task
recovery Retry and thread Try again, automatic saved-message delivery,
exactly one new run, Done, and retained output after reload. The default
process Stop/Pause/Resume browser case passed (the native-provider case
is opt-in and skipped by default). The complete Board attachment/receipt
browser suite passed 11/11 on a disposable instance, covering both
composers, exact receipts after lost responses, no replay, bound
attachments, and newer drafts after reload.
- Blocking-intent regressions cover pre-existing Blocked, a mismatched
run/cause, an explicit manual re-block, changed dependencies, a queued
comment after failure, and a block arriving between scheduling and
provider dispatch. The negative cases reproduced before the fix. All 478
affected executor/recovery/dispatch tests passed; both database suites
ran separately after availability-probe skips in the first combined
command. The final late-dependency check passed all 143 affected
recovery/dispatch tests (zero skips) after two new negative cases
reproduced the bug.
- Focused runtime regressions cover awaited runner ownership
publication, authenticated adoption before the first checkpoint,
old-finalizer detachment, idle and busy warm-session shutdown, rejected
checkpoint propagation, provider-pack verification, and managed-Codex
credential preservation. Four managed credential detachment cases
reproduced the bug before the fix; normal owned cleanup still succeeds
exactly once.
- Live local Claude: SIGKILL 2.6 seconds into startup recovered the same
run automatically in 53 seconds, then a normal follow-up completed in 24
seconds. SIGTERM 2.5 seconds into startup preserved the same run (54
seconds) and its queued follow-up (21 seconds). Answers remained visible
and the task reached Done.
- Live Claude Daytona: a warm follow-up retained its sandbox and fell
from 121 seconds to 44 seconds. A separate cold turn took 127 seconds;
after controller shutdown and checkpointing, its follow-up completed in
33 seconds with the same sandbox, workspace, native session, and runner.
Both answers remained visible and the task was Done.
- Other live journeys covered task completion and follow-up with local
and Daytona Codex, local Codex crash recovery, Stop then new direction,
clarification response, live artifact refresh, and shared-workspace
waiting.
- Validation limits: the opt-in native composer Stop/Pause→subtree
Resume fixture exposes terminal/result ordering and subtree-cancellation
attribution bugs that can leave a child task blocked; that new finding
is assigned to a separate follow-up and is not claimed fixed here.
Default CI skips this optional native-provider fixture. Managed-Codex
credential handoff and the queue-agent integration use automated
regression evidence. Cold custom provider-pack uploads still add startup
latency.
## Risks
- Automatic replacement remains deliberately narrow: local Codex,
verified stopped identities, unchanged retained state, and a complete
text/completion-only turn. Unknown actions, partial history, or changed
ownership remain blocked.
- Claude completion permission handling changes an upstream package
patch. The exact isolated task bridge must remain pinned; unrelated
tools keep their existing permissions.
- New task failure projection changes user-visible status. No historical
status backfill or database migration is included.
- This is a broad lifecycle fix across server and UI. Live proof covers
graceful local Claude restart during startup and idle Claude Daytona
session recovery across controller shutdown. Live abrupt SIGKILL during
local Claude startup also recovered the same run. Unknown ownership or
missing action evidence still blocks reuse. Cold custom provider-pack
uploads still add startup latency; this change avoids unnecessary repeat
uploads.
## Model Used
OpenAI GPT-6 (Codex), with reasoning, code execution, browser
automation, and tool use. The exact hosted model ID and context window
are not exposed in this task.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (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>
## Thinking Path
> - Paperclip manages AI agents and their connections.
> - Connection checks must use the configured transport.
> - The tool service treated every remaining transport as local stdio.
> - Anthropic's old REST method therefore failed with a templateId
error. A REST connection with a valid stdio template could incorrectly
pass.
> - Anthropic now has a supported AI-account flow. This pull request
removes its obsolete REST setup option and limits stdio checks to stdio
connections.
> - Users can connect an AI account, and existing unsupported
connections receive an accurate error.
## Linked Issues or Issue Description
Related: #13248 added the supported AI-account flow. Searches for
related REST health and templateId bugs found no duplicate fix.
**What happened?**
The Anthropic REST API-key connection showed `Local stdio MCP
connections must use an approved templateId`. Health checks and catalog
discovery both fell through to the local stdio path. A REST connection
with an approved template could report success and expose the template's
catalog without a REST integration.
**Expected behavior**
Only local stdio connections use command templates. Unsupported
transports return an accurate HTTP 422 error. New Anthropic accounts use
the supported runtime authentication flow.
**Steps to reproduce**
1. Check out the test-only commit `924e6e85a` in a separate worktree and
install dependencies.
2. Run `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/tool-access-service.test.ts -t 'unsupported
REST|obsolete Anthropic'`.
3. The tests exercise saved Anthropic REST configuration and an
unsupported REST connection containing an approved stdio template. They
cover health checks and catalog discovery separately.
4. Run the same tests on the fix commit. They pass. The full affected
files also pass.
**Paperclip version or commit**
Reproduced against master `6cef9743c`.
**Deployment mode**
Server transport handling. Reproduced with an isolated embedded
PostgreSQL test database. No provider account or live credentials are
required.
## What Changed
- Restrict stdio health checks and tool discovery to `local_stdio`.
- Return and audit `tool_connection_transport_unsupported` with HTTP 422
for unsupported tool transports.
- Remove Anthropic's obsolete REST method from the generated catalog and
its durable ingestion source. Keep its subscription and API-key AI
methods.
- Cover the reported error, false-success case, rejected obsolete setup,
connection removal, and the UI's AI-account submission path.
- Replace impossible reconnect forms for removed methods with supported
setup, while preserving connection removal.
- Preserve AI-versus-tool intent isolation for legacy requests and
reject new unsupported Anthropic tool requests.
- Document recovery for existing unsupported connections.
## Verification
- Clean-worktree red/green: the same command failed all six regression
cases at `924e6e85a` and passed all six at `4d3de9de0`. The failing run
includes the reported templateId error.
- Green: all 555 tests across the six affected test files passed.
- Recovery UI red/green: three added cases failed before the recovery
fix and passed afterward; all 200 tests across setup, detail, and
advanced controls passed.
- After the recovery UI update, UI typecheck/build and token gates
passed again.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm check:token-gates` — passed.
- Catalog regeneration — passed with the documented
`PAPERCLIP_CONTENT_TEMPLATES` override for the local capture corpus.
- Full CI on `69fb31fd4` — passed all general and serialized test
shards, browser shards, typecheck, build, runner verification, and
canary dry run:
https://github.com/paperclipai/paperclip/actions/runs/34726975425.
- The local serial `pnpm test:run` was stopped after the fixture
correction superseded that run; full-suite verification above comes from
CI. All 555 affected tests passed locally, including all 17
connection-intent tests after the correction.
- Greptile — 5/5, successful check on final commit `69fb31fd4`, no
unresolved findings.
- No live Anthropic validation was performed. The UI regression uses a
fake key and a mocked AI-account response.
## Risks
Existing obsolete REST connections remain in needs-attention state.
Users must add an account through the supported flow and remove the old
connection. Credentials and grants are not transferred automatically.
Removal remains covered. The specialized AgentMail and Composio paths
keep their existing behavior. There are no schema or permission changes.
## Model Used
OpenAI GPT-6 through Codex. The exact serving model ID and
context-window capacity are not exposed in this session. Used reasoning,
code editing, shell tools, 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>
Keep workspace and managed AI session metadata together, and load the renumbered work-folder migration in existing coverage.
Co-Authored-By: Paperclip <noreply@paperclip.ing>
Preserve measured operations and managed AI setup, and repair trust-order and synthetic Git transport test fixtures without importing later cancellation behavior.
Co-Authored-By: Paperclip <noreply@paperclip.ing>
Move the optional HOME helper and focused coverage ahead of its caller so the runtime hardening layer remains under the review file limit.
Co-Authored-By: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations save messages that arrive during an active turn.
> - Legacy adapters deliver these messages in a later turn.
> - A run can stop before the saved queue is delivered.
> - The Interrupt button previously required an active run, so it could
not release this queue.
> - This pull request lets a board operator send the saved queue after
the run stops and retries queues missed during finalization.
> - Manual dispatch must use the clicking operator and must not require
permission to create agents.
> - The task can continue without a duplicate message or a second
execution owner.
## Linked Issues or Issue Description
**What happened?**
A legacy task retained a queued message after its run stopped. Interrupt
was disabled because the queue had no active target. Finalization and
deferred message admission can also leave a queue without a successor.
**Expected behavior**
Interrupt sends the saved messages when no runner is active. Messages
that arrive during normal completion are delivered automatically. An
uncertain previous execution still requires proof that its process or
sandbox stopped.
**Steps to reproduce**
1. Queue a user message during a legacy conversation turn.
2. Let the turn stop or simulate a server restart before queue
promotion.
3. Open the task with a deferred queue and no active run.
4. Try Interrupt. Before this change, the button is disabled.
**Paperclip version or commit**
Reproduced against `8f40b4ad4`.
**Deployment mode**
Legacy conversation adapter. The same persisted queue state is covered
with an isolated PostgreSQL fixture.
Related public work: #13275 adds active legacy interruption. #13291
addresses automatic sandbox conversation recovery. This change handles
explicit saved-queue delivery and late queue promotion.
## What Changed
- Accept a null Interrupt target while retaining queue identity,
revision, company, and assignee checks.
- Save the operator's request on the existing queue. Reuse normal
admission after verified stop, including older messages, different
authors, and queues whose original wake came from the system.
- Strip interruption authority from caller-supplied wake payloads. Only
the board queue route can persist that authority.
- Retry durable interruption requests after restart and deferred queues
after legacy cleanup.
- Let an explicit Interrupt retry cleanup for its stopped run, including
old ephemeral leases that recorded success without a provider stop
receipt. Preserve retained resources, other lease owners, and the
automatic retry limit.
- Preserve the server's waiting explanation when normalizing and
combining queue entries.
- Revalidate the consumed board queue receipt at dispatch so a different
message author does not cause setup failure.
- Use the Interrupt user's execution identity for the new run. Preserve
original message authors. Validate the receipt independently at startup
and inherit the resulting identity on retry.
- Persist authenticated board authority for ordinary manual wakes too.
Adopting someone else's queued messages cannot switch a manual run to
that author's permissions. Strip caller-supplied authority markers and
retain private conversation ownership checks.
- Keep the clicking user when a manual wake is merged into an older
deferred receipt. Update its requester and payload in the same
transaction.
- Use the same current-queue/revision API on task details and pipeline
conversations; show Interrupt after a legacy target stops.
- Keep manual wakes out of active runs, including unscoped agent wakes.
They receive their own execution identity; a matching receipt requester
is not sufficient because an exact retry can retain a different
originating identity.
- Authorize both existing-agent wake endpoints with `agent:wake`,
available to active non-viewer company members. Keep `agents:create` for
hiring. Validate the stored task and current assignee before an exact
task retry.
- Reject viewer Interrupt requests before saving intent or stopping
execution. Keep external chat retry authorization and per-action
agent/user permission checks.
- Preserve edits and discards until dispatch. Prevent another queue
promotion when the same agent already has a successor. Keep independent
reviewer recovery available.
- Suppress cancelled/failed run toasts for intentional operator
interruption. Keep ordinary runtime error notices.
- Add UI, route, admission, restart, successor ownership, and toast
regression tests. Document the behavior.
- Reuse the existing socket reservation helper for both
credential-quorum test cases after CI exposed an ambient-port collision.
This changes test preparation only; production credential staging is
still called exactly once.
## Verification
- Failing regression tests reproduced the message-author identity bug
and an operator's `agents:create` rejection before the fixes.
- All 316 focused tests pass across eight route, queue, identity,
authorization, continuation, and responsible-user suites, including the
44-test rerun of queue admission and actual startup after the final
manual-wake restriction. Regressions reproduce cross-user merging both
with and without a task, and same-requester receipt ambiguity. The
cross-company existence guard also passes both tests.
- Startup integration tests reach adapter execution under the clicking
operator and retain that identity through follow-up. Coverage includes
mixed authors, adopted queues, system-origin queues, restarts, forged or
stale receipts, viewers, suspended memberships, changed assignees,
private conversations, and caller-supplied authority markers.
- The earlier queue/cleanup/UI regression suite passed 402 tests. The
final review corrections pass another 180 tests across queue
admission/persistence, real heartbeat startup, UI API, conversation
rendering, and pipeline suites. Regression tests reproduced both review
findings before correction. The final head has a 5/5 review with no
unresolved threads. Full CI passes on `c2002979c`, including every
general and serialized server shard, all browser shards, Paperclip
Runner verification, typecheck, build, canary dry run, and the aggregate
gates.
- Full `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
the final application changes. CI identified an outdated task-page API
mock after the shared helper extraction; the fixture now exercises the
real helper, and all 131 task-page/API tests pass. The final application
build passes with the additional manual-wake restriction.
- CI exposed a pre-existing port collision in the Codex
credential-quorum fixture. It reproduced locally; both listener cases
now use the existing bounded reservation helper. All 41 credential tests
pass on rerun. One intervening local run hit a separate ambient bind
collision in the two-occupied-port case.
- The full local `pnpm test:run` attempt was stopped after host
contention caused focused-suite timeouts. The affected focused tests
passed on rerun. An expiring trace fixture and a missing
private-conversation state were corrected. The successful full CI run is
the complete-suite verification.
- Hosted Interrupt previously cleared the original queue and produced
exactly one successor with neutral interruption feedback. It exposed the
dispatch authorization defect. Retry on that earlier build was rejected
for missing `agents:create` before creating another run.
- Deployed the final application build (`38257f391`) to the scoped
hosted instance and verified readiness. The latest PR commit changes
only the credential test fixture; application code matches that
deployment. A live Retry by the same operator without `agents:create`
created one successor attributed to that operator, passing the former
dispatch permission gate. Startup then stopped at
`configuration_incomplete` because that operator has not configured
their required personal Claude Code OAuth secret; the post-deployment
run page confirms the operator identity and no provider work started,
and the My secrets UI still shows the token as not set. Provider
execution remains unverified pending that credential. No permission
grants or credentials were changed.
## Risks
Queue admission and finalization can race. The task lock, durable queue
receipt, current comment IDs, and successor guard prevent duplicate
dispatch. Process and lease stop checks, task pauses, approvals,
ownership, and budgets remain in force. The API change only allows null
on legacy Interrupt; native steering still requires an active run. No
schema migration is required. Active non-viewer board members can now
invoke existing agents without agent-creation permission. Agent
self-invocation rules, raw provider-trace admin access, task retry
scope, external chat authorization, and action-specific user/agent
permissions remain enforced.
## Model Used
OpenAI GPT-6 through Codex. The session does not expose an exact backend
model ID or context-window size. Used reasoning, repository search, code
execution, tests, and browser 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
#` 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>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users connect provider accounts during onboarding and agent setup.
> - They should reuse and manage those accounts through the existing
Connectors interface.
> - A second login wizard would diverge from the established provider
workflows.
> - This pull request composes the existing sign-in components into
Connections and agent configuration.
> - Users can select accounts without changing their agent's harness or
model.
## Linked Issues or Issue Description
**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.
**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.
**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.
**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).
## What Changed
- Add compact AI-account management to the existing Connectors pages.
- Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome,
and authentication controllers.
- Add the shared connection picker to agent setup/settings and task
requests.
- Preserve onboarding's sequence and reuse existing accounts.
- Add local-login recovery, retry, cancellation, and React StrictMode
handling.
- Add interactive Storybook scenarios, design-guide examples, and app
acceptance checks.
This is part 2 of the AI Connections change. The runtime foundation in
#13247 is merged. This PR now targets master.
## Verification
- Updated against master `47ded8bf9`, including the landed runtime
foundation and upstream task-search changes.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All CI test, browser, build, packaging, and runner jobs passed on
final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh
Greptile review is 5/5, the security scan passed, and there are no
unresolved review threads. The final CI aggregate gates passed.
- Local general-server coverage passed 11,804 tests; three
port-collision failures passed in an isolated 25-test rerun. All 6,111
UI tests passed. CLI coverage passed 484 tests; its remaining doctor
test requires port 3199, which is occupied by an unrelated report server
on this Mac. The complete CLI suite passed in CI.
- Live browser testing verified Codex API-key reconnect inside a task
card on desktop and phone. Real provider runs resumed and completed with
unchanged connection/grant identity and agent routing.
- Tested opening, cancelling, reopening, and completing connection
creation. A regression confirms Connect another account cannot submit
the new-agent form or copy provider keys into agent settings.
- Added shared inline repair, automatic local sign-in checks, and
responsive connection dialogs. Standalone Daytona installation ignores
workspace configuration and suppresses dependency scripts. Its
standalone build also passed with CI's exact pnpm 9.15.4.
- Destructive live tests are excluded by default. Explicit opt-in, local
deployment checks, and matching disposable fixture identities are
required before any mutation.
## Risks
- Local Codex/Grok creation requires the connection-specific terminal
login command.
- Browser sign-in uses the existing supported-environment controllers.
- This update verifies live local Claude detection and Codex API-key
task repair. New subscription authorization/refresh and
independent-human/native-runner isolation were not reverified in this
update.
- No agent automatically adopts managed Connections.
## Model Used
OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact runtime model identifier and
context-window size are not exposed in this session.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs need credentials for a specific provider and sign-in
method.
> - Connections already owns accounts, grants, and access permissions.
> - AI authentication should use those same boundaries.
> - This pull request adds the storage, API, adoption, and runtime
foundation.
> - Legacy agents keep their authentication until they explicitly adopt
a managed connection.
## Linked Issues or Issue Description
**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.
**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.
**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.
**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).
## What Changed
- Add AI-purpose/runtime-auth contracts and an additive, idempotent
migration.
- Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and
catalog entries.
- Store credentials on grants. Resolve responsible-user defaults or
explicit permitted grants.
- Isolate managed credentials and provider sessions across accounts.
Block missing credentials without ambient fallback.
- Keep imported legacy secrets unchanged during reconnect. Use
independent local Codex/Grok sign-in attempts for rotating credentials.
- Add authorization, migration, concurrent refresh, retry, cancellation,
and legacy-compatibility tests.
This is part 1 of a two-PR stack. The app UI follows in #13248. Merge
the foundation first.
## Verification
- Updated against master `04e364236`, preserving upstream provider login
and connector workflows.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All current-head CI checks passed on `2a996560a`, including all
server/workspace tests, browser shards, runner verification, typecheck,
build, and canary dry run. Greptile reviewed that commit at 5/5 with no
unresolved threads. Earlier local full-suite attempts hit the Mac
PostgreSQL shared-memory limit; the complete suites passed in CI.
- Renumbered the additive AI migration to `0276` after upstream
migrations and regenerated its snapshot. Existing legacy agents retain
their configuration.
- Added local login status checks, owner-scoped retry, managed OpenCode
remote homes, credential-aware model discovery, and task
connection-repair delivery.
## Risks
- Managed credential failures intentionally block execution. They do not
restore legacy fallback.
- Preview-era copied Codex/Grok subscriptions require independent
reconnect.
- The integrated branch has live provider acceptance coverage. This
update verifies local Claude detection and Codex API-key task repair; it
does not add a new subscription authorization/refresh or Daytona stress
pass.
- Runtime-auth connections must stay excluded from tool and channel
handling.
## Model Used
OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact runtime model identifier and
context-window size are not exposed in this session.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Channels connect external conversations to company tasks and agent
execution.
> - Slack, Discord, and AgentMail already provide durable delivery and
access controls.
> - People also need to reach an agent from Apple Messages and send
photos.
> - Photon provides shared Pro DMs, dedicated numbers, and authenticated
event recovery.
> - This pull request connects Photon to the existing channel services.
> - People can message an agent while Paperclip retains task ownership
and approval authority.
## Linked Issues or Issue Description
**Subsystem affected**
Cross-cutting: channel services, shared contracts, database constraints,
Apps, and agent Channels UI.
**Problem or motivation**
Paperclip has no iMessage channel. A person cannot use Apple Messages to
start a task, send a photo, or answer an agent's pending question.
**Proposed solution**
Add experimental **iMessage Photon** with Pro-compatible shared DMs or a
dedicated Photon Cloud number per agent channel. Reuse channel
admission, identity links, task generations, publication, and
interaction continuation. Keep groups disabled for shared allocation.
Dedicated lines support groups that an operator explicitly enables.
Require a fresh linked message and a published agent response before
setup completes.
**Alternatives considered**
Shared allocation has no owned phone number, so it reserves one project
and allows DMs only. Dedicated allocation reserves one stable number.
Local Mac access needs a separate deployment model. The upstream Photon
Chat SDK adapter does not persist the poll mappings and send receipts
required here. This change uses the lower-level SDK without adding
another agent runtime.
**Roadmap alignment**
This extends Connected Apps and agent communication through the existing
channel subsystem. It does not add a parallel tool connection or agent
loop. GitHub searches for Photon and iMessage found no matching provider
implementation.
**Additional context**
This ships behind the existing experimental channel gate. Dedicated-line
release qualification remains incomplete. Real Photon Pro DMs passed
task/reply, native poll, text answers, confirmation rejection, media,
restart, pause, reconnect, revocation, and removal tests. An
operator-supplied iPhone camera HEIC also passed the full round trip.
Dedicated groups remain unqualified. See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) and [the
implementation plan](doc/plans/2026-09-11-imessage-photon.md).
## What Changed
- Add the provider catalog entry, shared setup contracts, and a forward
migration. A global partial index reserves the dedicated number or
shared project until its endpoint is archived.
- Add Cloud project inspection, vaulted project credentials,
selected-line token renewal, and a leased receiver. Persist checkpoint
updates under the receiver lease. Shared project replay accepts sparse
increasing sequences only after a complete recovery barrier.
- Connect DMs and enabled groups to existing task generations, sender
authorization, ordered delivery, and publication services. Keep each
iMessage conversation on its task after completion; only explicit `/new`
or `/close` releases the binding. Publish committed inbound comments
live and label their human bubbles “Sent from iMessage” in both
task-chat renderers.
- Persist immutable text/file send identities, upload receipts, poll
IDs, option IDs, per-person drafts, and canonical interaction
continuation proofs.
- Add source-bound file recovery, bounded HEIC/HEIF conversion, JPEG
previews, and related Live Photo companion video retention.
- Add the three-step setup flow and channel management surfaces with
official branding. Preserve the experimental gate and existing
pause/disconnect behavior.
- Add interactive production-component Storybooks for setup, access,
recovery, and ongoing conversations. Add provider, integration, catalog,
and browser regression coverage. Document setup, recovery, supported
boundaries, and qualification gaps.
## Verification
- Live Photon Pro, SDK 2.1.0: linked iPhone messages create a task and
receive native Codex replies in Apple Messages. Unlinked senders cannot
start work.
- Three real follow-ups each reopened the same completed task. Incoming
bubbles appeared on its open page without reload and showed “Sent from
iMessage.” The third follow-up ran after restarting the server on
`4d7222110`; the agent correctly repeated its previous reply from before
the restart.
- Native polls after restart, sequential text drafts, required-field
correction, explicit submission, approval rejection with a required
reason, and native continuation passed against Photon.
- PNG, text documents, synthetic HEIC, and a real iPhone camera HEIC
passed in both directions. The camera photo produced a 3024×4032 JPEG
preview. The native agent described it and returned the received HEIC
byte-for-byte.
- Pause/resume, reconnect, identity revocation, removal, `/status`,
`/new`, `/close`, and stale answers after close passed live. Messages
suppressed by pause did not become work on resume. Removal stopped
intake and removed credential bindings.
- All 304 focused tests passed on `4d7222110`. These cover Photon
unit/integration behavior, both task-chat renderers, live comment
hydration, completed-task continuity after restart, enabled groups,
duplicate delivery, and explicit reset/close. The selected Teams
completion-boundary regression also passed. Full workspace
typecheck/build and token gates passed for the conversation fix; the
final UI changes passed their affected typecheck/build and tests.
- All 26 new Photon Storybook Playwright cases passed in light and dark
themes, including the complete shared-DM setup journey and 390px mobile
follow-ups. UI typecheck and the Storybook build passed. These stories
use simulated Photon responses and do not replace the live evidence
above.
- The full chat-adapters browser suite previously passed all 39 cases.
Migration checks passed, and migration 0275 applied to the isolated live
instance with the earlier Photon migration already applied.
- The local full Vitest run was previously interrupted by the host's
embedded-Postgres shared-memory limit; it is not a full-suite pass. All
30 applicable CI checks passed on preceding head `7a5419cac`, with two
skipped checks and Greptile 5/5. Head `24f8e1aae` adds an explicit
required-story discovery guard to the 26 passing Storybook cases.
Greptile rates this final head 5/5 with no unresolved review threads.
All 30 applicable CI checks passed, with two optional checks skipped.
- A repeated live send key suppressed the duplicate but returned gRPC 6
/ SDK `internalError` without an original receipt. Paperclip keeps
unknown delivery unresolved. This provider behavior is covered by a
regression test.
- See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) for package
versions, redacted live evidence, deterministic coverage, and remaining
qualification gaps.
## Risks
- Dedicated group qualification remains unrun; groups are disabled for
the approved Pro scope. Real iPhone camera HEIC passed transport,
preview generation, agent inspection, and return. Keep the channel
experimental; the dedicated-line release matrix remains incomplete.
- Shared recovery and attachment aliases were verified against the live
gateway. Duplicate writes currently return an error without the original
receipt; unresolved sends require operator resolution. The
implementation fails visibly on invalid replay ordering, a reset cursor,
or changed identity.
- The HEIF converter passed on macOS arm64 and in Linux CI. Windows HEIF
binaries have not been executed in this work. Linux musl has no packaged
converter. Unsupported conversion retains the original and reports the
missing preview.
- The migration adds a global reservation across companies for Photon
numbers and shared projects. Paused and revoked endpoints keep that
reservation until removal.
- Integration touches shared channel services. Existing provider browser
coverage passes; broad repository verification is recorded above.
- `pnpm-lock.yaml` is intentionally excluded under repository policy.
The repository bot owns lockfile updates. The additional Superagent
supply-chain scan is neutral/inconclusive because these new dependencies
are not yet in the committed lockfile. Its security scan passed; all
required CI checks pass.
## Model Used
OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code
execution, browser testing, and tool use. The exact served model
identifier and context-window size are not exposed in this session. No
sub-agents were used.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have 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: Paperclip <noreply@paperclip.ing>
* codex/work-folders-storybook-refresh:
Move preview-upgrade regression coverage to the final acceptance layer
Co-Authored-By: Paperclip <noreply@paperclip.ing>
* codex/work-folders-runtime-hardening-refresh:
Move preview-upgrade regression coverage to the final acceptance layer
Co-Authored-By: Paperclip <noreply@paperclip.ing>
* codex/work-folders-pi-refresh:
Move preview-upgrade regression coverage to the final acceptance layer
Co-Authored-By: Paperclip <noreply@paperclip.ing>
* codex/work-folders-base-refresh:
Move preview-upgrade regression coverage to the final acceptance layer
Keep the base PR below the repository file-count gate; the final session-compatibility layer retains this integration coverage.
Co-Authored-By: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runs report their outcome through paperclip_finish.
> - The server previously turned incomplete reports into human approval
requests.
> - Those requests could block a later successful run, even when no
person had requested review.
> - This pull request creates review cards only for explicit attention
requests and withdraws proven old fallback cards.
> - Agents receive useful completion feedback, while explicit approval
gates and task state protections remain in force.
## Linked Issues or Issue Description
Related: #13266 removed reviews caused by policy upgrades. This change
removes the separate completion fallback.
**What happened?**
An agent reported needs_review while waiting for checks without
requesting a human decision. Paperclip created a generic Native
completion review. A later successful report could not complete the task
because that old card remained pending.
**Expected behavior**
Ordinary low-risk work completes after a valid done report, a successful
run, and workspace finalization. Incomplete work stays with the agent.
Explicit approval requests remain visible and must be resolved.
**Steps to reproduce**
1. Complete a native run with needs_review and no attention requests.
2. Continue the task and submit a successful done report.
3. Observe that the old implementation leaves the task in review behind
a generic confirmation card.
## What Changed
- Require explicit attention requests to create native review cards.
Route each request independently and preserve pending or declined
decisions.
- Withdraw only pending system cards with matching old decision,
assessment, effect, contract, and prompt provenance. Preserve history
and explicit or answered requests.
- Reassess an affected current result without overwriting later task
edits, runs, contracts, or workspace failures.
- Return pending approval links and required actions through the
completion tool. Reject contradictory done reports and empty review
requests before accepting a result.
- Allow one corrective continuation for incomplete results, then expose
a recovery action.
- Update status fixtures, database regressions, runner tests, and the
completion contract documentation.
## Verification
- `pnpm -r typecheck` passed after merging current master.
- `pnpm build` passed after merging current master.
- The combined branch passed 89 completion and Agent Chat tests. Other
targeted tests passed: 170 external-chat and reconciliation tests; 50
runner-resume and control-plane tests; 13 arbiter tests; 7 chat delivery
tests; 21 runner completion and runtime-context tests.
- The full local test attempt exposed old review fixtures and a missing
fake-provider binary. The fixtures are fixed and the helper is built.
All affected suites pass in fresh reruns. The timing-sensitive Discord
test also passed on rerun.
- All latest-head CI checks passed, including build, typecheck, general
and serialized tests, runner verification, browser tests, and canary dry
run. Greptile is 5/5 with zero unresolved comments.
## Risks
- Cleanup changes existing pending cards. It requires exact system
provenance and only applies to low-risk agent-claim contracts. It does
not delete history or dismiss explicit requests.
- Status still commits after the turn and workspace finalization.
Completion feedback reports current constraints and does not claim an
early status commit.
- Incomplete reports now request a bounded corrective run instead of an
automatic approval. Repeated failures expose recovery.
## Model Used
OpenAI Codex, GPT-6, with repository inspection, code execution, and
test tools. The exact deployment identifier and context window size are
not exposed in this session.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - The first agent helps the board define work and hire other agents.
> - That agent can have the general role while its instructions require
hiring skills.
> - Missing skills and blocked schema discovery make valid requests
fail.
> - Repeated confirmation and invalid waiting guidance can turn these
failures into extra runs.
> - This PR supplies the required skills, opens read-only schema
discovery, and corrects the guidance.
> - The agent can complete an authorized hire while company approval and
duplicate checks still apply.
## Linked Issues or Issue Description
Refs #13068 — the first-task onboarding flow that this change repairs.
Refs #12029 — related drift between the sandbox allowlist and bundled
hiring guidance. This PR adds schema access; it does not replace the
earlier hiring-route fix.
**What happened?**
A general-role onboarding chief received hiring instructions without the
core hiring skills. Sandbox requests to the documented OpenAPI endpoint
failed. The agent then guessed question and hire payloads. The persona
required new confirmation after validation errors and described waiting
states that agents cannot set.
**Expected behavior**
A direct request authorizes the requested hire. The chief asks only for
material missing details, uses valid API payloads, and completes the
task. Formal company approval gates still apply. A saved human-input
card gives the task a valid waiting state.
**Steps to reproduce**
1. Create an onboarding chief with role `general` through the board.
2. Ask it to hire a friendly robot with a supplied name and
responsibilities.
3. Check its assigned skills, schema requests, question cards, hire
requests, and final task state.
**Paperclip version or commit**
Reproduced on the first-task onboarding implementation after #13068. The
live local verification used this branch at `112f44610`.
**Deployment mode**
The original failure used a hosted sandbox with legacy Codex ACP. Live
verification used an isolated local instance and real `codex_local`
execution. Queue and HTTP/2 transport access is covered by automated
tests.
## What Changed
- Give board-created onboarding chiefs the existing core skills
regardless of role. Preserve explicit skill version pins, including
aliases. Keep ordinary general-agent defaults and authorization checks.
- Allow exactly `GET /api/openapi.json` through both sandbox bridge
transports.
- Publish validator-tested question, free-text, hire, and waiting
examples. Regenerate the runner API reference and capability inventory.
- Clarify direct authorization, material ambiguity, and correction of
confirmed pre-creation validation failures. Preserve uncertain-outcome
reconciliation, duplicate protection, and company approval gates.
- Align disposition instructions with agent permissions and the saved
human-input waiting path.
## Verification
- After rebasing onto current `master`: 69 targeted server tests, 110
queue/HTTP2 bridge tests, and 4 capability inventory tests passed. These
cover core skill defaults, version pins, actor restrictions, schema
access, published examples, hire validation, idempotency, and approval
gates. Waiting recovery tests and live question flows also passed before
the rebase.
- `pnpm -r typecheck` and `pnpm build` passed again after the rebase.
Frozen dependency installation and both generated capability checks
passed.
- Ran the full `pnpm test:run` suite. The initial run had 14 failed
server files due to local database resource limits, a missing built test
fixture, and socket failures. All 14 files passed after fixture repair
and isolated retries. UI, CLI, workspace packages, database tests, and
all 145 serialized server files passed.
- Real one-request hiring replay: one hire, one successful run, task
done in 2m16s. No repeated approval or recovery escalation.
- Real two-turn browser conversation: start with an unspecified hire,
then supply a name and friendly robot responsibilities. One
clarification card, one hire, two successful runs, task done in 3m27s of
execution. No failed writes, confirmation cards, or recovery actions.
- Assigned the hired robot a welcome-message task through the browser.
It produced a warm message under 100 words and finished in one
successful 66-second run, with no questions or recovery actions.
- The two-turn flow still asked an optional preferences question and
gave a technical final reply. These are remaining presentation limits.
- Greptile: 5/5 on `b71f83ba2`, with zero unresolved review threads.
Fixed its generator finding and passed 1,655 published-example/runtime
API tests plus server typecheck. All latest-head CI checks are green (32
passed; 2 unrelated Storybook checks skipped). The signoff-policy
browser test initially timed out while waiting for an approver run. Its
shard passed on one rerun without code changes. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34698211049).
## Risks
- Onboarding chiefs receive more default skills. Ordinary general agents
retain existing defaults, and explicit versions take precedence.
- Prompt guidance can affect model behavior. The live replays are
examples, not a guarantee that every model follows the guidance.
- Retry guidance applies only when validation confirms that nothing was
created. Uncertain outcomes still require checking existing agents.
- No database migration or new public endpoint. Existing company
boundaries, approval gates, and bounded recovery remain in force.
## Model Used
OpenAI Codex, model `gpt-6-astra`, with reasoning, tool use, code
editing, and live browser verification. The exact 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>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Conversations must use the same tasks, controls, and execution
history.
> - Users need an ongoing chat with an agent without managing task
properties.
> - Agents should clarify and plan work, then hand execution to assigned
project tasks.
> - This pull request combines the reviewed Agent Chat stack for one
squash merge.
> - The benefit is persistent conversation with normal task governance
and shared UI.
## Linked Issues or Issue Description
**Subsystem affected**
Task lifecycle, agent runtime tools, shared task UI, and browser/paid
runner tests.
**Problem or motivation**
Users need one persistent conversation with each agent. A separate chat
store or renderer would duplicate task behavior and bypass existing
controls.
**Proposed solution**
Use a task-backed chat per company, user, and agent. Reuse the task
composer and transcript. Clarify and plan in chat, then create assigned
project tasks with the relevant plan. Keep Agent Chat behind its own
disabled-by-default experimental setting.
**Roadmap alignment**
This implements the task-backed direction in [CEO
Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat).
Related proposals: #2504 and #9693. Related request: #7981. The
maintainer requested one squash merge of the complete stack.
Consolidates the reviewed runtime
[#13281](https://github.com/paperclipai/paperclip/pull/13281), backend
[#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI
[#13283](https://github.com/paperclipai/paperclip/pull/13283) layers
with this PR's E2E coverage. All four layers passed CI and received
Greptile 5/5 before consolidation. This PR targets master and includes
the complete feature.
## What Changed
- Add personal canonical chat tasks with ordinary company visibility,
immutable identity, idempotent first sends, and an idle waiting state.
- Process `/new` in queue order. Preserve history, release a chat pause,
and fence old provider context and delayed writes.
- Keep chat lifecycle rules across recovery, finalization, assignment,
task lists, and rollups.
- Support research and plan revision in chat. Hand plans to ordinary
assigned project tasks before execution starts. Reject new chat
subtasks.
- Add repository-aware project creation and discovery tools, including
multiple repository IDs and GitHub URLs, authorization, idempotency, and
durable project-created cards.
- Reuse task UI components for chat, with starred/recent agent
navigation and a separate `enableAgentChat` experimental flag.
- Add deterministic browser tests and 24 paid chat cells across four
Codex/Claude profiles, with validated reports and screenshots.
- Integrate current master recovery, controller lease, queued-message,
and task UI changes. Gate chat interruption and deferred promotion on
ownership/feature policy. Guarantee lease renewal and active controls
are stopped even if teardown fails.
- Preserve master's migration 0273 and generate chat migration 0274 with
idempotent replay for development databases.
## Verification
- Prior exact heads of all four PRs passed Linux CI, including build,
typecheck, general/serialized tests, and browser E2E. Each had Greptile
5/5 and no unresolved findings.
- Integrated local verification passed: full repository typecheck and
production build, Storybook build, token gates, 340 focused UI tests,
all 20 deterministic chat browser tests, two migration replay tests, 88
focused chat/queue/native/controller tests, and provider/session
regressions including real lease expiry. These include the three
lifecycle regressions for the final admission/teardown fixes; server
typecheck also passes. Current head
`1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no
unresolved findings and passing security scans. All final-head CI gates
passed: build, full Runner verification, typecheck/release registry,
canary, all general/serialized test shards, and all browser E2E shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)).
Local PostgreSQL startup contention required serialized retries; skipped
fixtures do not count as passing coverage.
- The earlier paid campaign passed all 24 chat cells and retained 32
screenshots:
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat).
It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior
evidence, not a paid run of this integrated head.
- Manual check: enable Agent Chat in Experimental settings, open an
agent, clarify and revise a plan, then hand off to an assigned project
task. Stop a reply, send `/new`, and verify fresh context with retained
history. Disable the setting and verify agent shortcuts/new chat turns
are blocked.
## Risks
- Queue/session integration can affect retries and delayed writes. Tests
cover ownership, cancellation, reset boundaries, idle recovery, and
ordinary task behavior.
- Migration 0274 adds conversation fields and constraints. Replay is
idempotent and preserves existing development chat history.
- This combines the previously reviewed stack at the maintainer's
request. Agent Chat remains off by default and is separate from
Conference Room.
## Model Used
OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code
execution, browser tools, and parallel review. The exact context-window
size is not exposed in this session. Codex and Claude also ran as test
subjects in the linked paid campaign.
## 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>
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