Commit Graph

569 Commits

Author SHA1 Message Date
Dotta 8d1f0c20af
fix: let responsible users choose either AI subscription or API key (#13351)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - AI Connections select the account used for each run.
> - A responsible-user binding must follow the person whose work the
agent performs.
> - The saved sign-in method currently blocks users with another method
for the same provider.
> - This pull request resolves a personal default by company, user, and
provider.
> - Each user can use a subscription or API key with the same bot and
model.

## Linked Issues or Issue Description

Refs #13247, #13248, #13346, #13347.

**What happened?**
A bot configured with a Claude subscription rejects another responsible
user’s Claude API key. Inline repair also limits that person to the
original sign-in method.

**Expected behavior**
The same bot uses each responsible user’s default Claude account,
whether it is a subscription or API key. Explicit shared account
selections remain fixed.

**Steps to reproduce**
1. User A connects a Claude subscription and creates a bot using the
responsible user’s connection.
2. User C connects a personal Claude API key.
3. User C runs the same bot. Before this fix, credential resolution
fails.

## What Changed

- Add a personal provider-default table. Preserve legacy per-method
preferences and backfill the most recently updated preference, including
unavailable defaults. Repeated migration does not replace a selection. A
database trigger propagates old-server default updates without treating
new accounts as replacement defaults.
- Resolve responsible-user bindings by provider. Retain the method as a
wire compatibility hint for old servers. Explicit selections still
require the exact method and grant.
- Use the selected account’s method for credential isolation, refresh
locking, and run attribution.
- Update onboarding, agent setup, the picker, and inline task repair.
Keep existing authentication components and harness/model settings.
- Add mixed-method runtime, migration, repair, and Storybook coverage.
Include upstream’s duplicate Anthropic option fix through the base
branch.

## Verification

- Focused resolver, migration, connection-intent, onboarding, agent
setup, model, and connector UI suites: 331 tests passed.
- Onboarding and new-agent regression suites passed during the initial
focused run.
- UI typecheck, token gates, and Storybook build passed.
- Live browser checks passed for Claude and Codex API-default execution,
switching both back to subscriptions, and both existing shared-account
bots. Bot configuration remained unchanged.
- One Daytona startup command stalled before Claude launched. The test
run was cancelled, its sandbox stopped, and the same account/task passed
on retry. Startup cancellation remains a separate environment finding;
this PR does not change that command transport.
- Browser review: all eight assertions passed in the new mixed-method
story, including shared selection, return to responsible-user selection,
and unchanged harness/model.
- Repository build and typecheck passed after refreshing upstream
dependencies. Final resolver and historical rollback verification: 38
tests passed. All latest-head CI gates passed, including
server/workspace/serialized suites, browser E2E, build, typecheck, and
runner verification. The extra serial local full-suite run was stopped
after equivalent CI passed; focused local checks completed.

## Risks

- Users with both historical method defaults get their most recently
updated preference as the initial provider default. They can change it
explicitly in Connections.
- A revoked or unavailable default blocks. Connecting an additional
account does not silently replace it.
- Existing legacy authentication is unchanged. Managed responsible-user
bindings intentionally stop pinning a method.
- Live staging: the same Claude and Codex bots completed real API-key
runs after changing only the personal default, then completed
subscription runs after restoring the original defaults. Read-only
database verification confirms unchanged bot configuration and actual
method attribution. Distinct-user concurrency is covered by automated
real-database tests with synthetic credentials, not two live human
logins.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, repository tools, code execution,
and browser interaction. The runtime does not expose a more specific
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>
2026-09-12 20:27:26 -05:00
Dotta 422287eecd
fix: preserve runner recovery, warm sessions, and task outcomes (#13338)
## 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>
2026-09-12 19:41:15 -05:00
Dotta 13bae6fa21
fix: reject unsupported REST tool connections without stdio validation (#13346)
## 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>
2026-09-12 19:26:58 -05:00
Dotta 47ded8bf97
feat: manage AI runtime credentials through Connections (#13247)
## 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>
2026-09-12 16:30:10 -05:00
Dotta 4d317274ce
feat(channels): add experimental iMessage Photon (#13299)
## 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>
2026-09-12 15:23:50 -05:00
Dotta ab15aff390
feat: add experimental persistent agent chat (#13284)
## 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>
2026-09-12 08:56:04 -05:00
Dotta 51b0e01ead
fix: resume saved user messages after execution recovery (#13270)
Preserve verified native process-stop evidence and retry saved user messages through normal continuation admission after recovery cleanup. Show the current wait reason and serialize delivery so a saved message starts one fresh turn.

Validated with 410 focused tests, typecheck, build, token gates, all PR CI checks, and Greptile 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-11 17:12:55 -05:00
Dotta 2083bf6f9a
feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents controlled access to external services.
> - Experimental channels already map conversations to tasks and durable
work queues.
> - Email needs inbox ownership, recipient envelopes, delivery records,
and explicit sends.
> - This pull request adds AgentMail to that infrastructure and keeps
the provider key in the server vault.
> - Agents can receive and send email from local or sandbox execution
while the board follows each conversation in its task.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need dedicated email addresses. Incoming email should become
assigned work. Internal task comments and progress must never become
outgoing email by accident.

**Proposed solution**

Add experimental AgentMail connections, an inbox assignment wizard,
durable email intake and publication, task email cards, and
authenticated API, CLI, and native runtime actions. Agents use Paperclip
credentials to request sends. Paperclip owns the provider key and
enforces access and task authority.

**Alternatives considered**

A general mailbox MCP connector does not provide durable task binding or
publication boundaries. A separate mailbox application duplicates task
collaboration. The board instead directs the agent through the normal
task conversation.

**Roadmap alignment**

This extends the existing experimental connections and task
infrastructure. Product scope and interaction design were reviewed with
the maintainer. Related connection authority work: #11831 and #11818.
The duplicate search found no competing task-based AgentMail
integration.

## What Changed

- Add AgentMail catalog data, shared contracts, company-scoped email
records, and an additive migration.
- Add vaulted setup, inbox assignment, access grants, trust guidance,
and provider-side allowlist guidance.
- Support WebSocket and signed-webhook intake through a shared durable
pipeline, deduplication, catch-up, and task wakeups.
- Queue explicit new conversations and replies with immutable send
intents, idempotency, delivery state, and uncertain-send resolution.
- Show inbound and outbound email cards in normal task conversations.
Keep internal messages internal.
- Add task-scoped CLI actions and the sandbox callback routes required
for Daytona execution.
- Provide a dedicated AgentMail skill automatically only to agents with
active authorized inbox assignments. Keep email instructions out of the
universal Paperclip skill.
- Advertise connector-owned `agentmail_inboxes`,
`agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery`
tools only in eligible native sessions. Recheck live authority on
execution.
- Isolate Codex CLI connector skills by agent and skill revision.
Deliver the assigned skill in the run prompt for adapters that use
shared skill directories, including resumed turns. Keep automatic skills
out of manual persistent sync. Show them as read-only and document the
pattern in the connector playbook.
- Fix AgentMail health checks that entered local-stdio validation and
optional missing Codex credential cleanup in sandboxes.
- Add API, pipeline, authorization, sandbox, browser, and Storybook
coverage.

## Verification

- Live AgentMail testing covered WebSocket intake, signed webhooks,
restart catch-up, and a full receive → task → Daytona Codex CLI →
explicit reply → Delivered round trip. The reply was verified in the
other inbox. The normal task composer also initiated an outgoing email
child task.
- The connector-skill change was verified in the browser: AgentMail
appears once as an automatic, read-only skill with its assigned address.
Disabling experimental chat connections removes it; re-enabling restores
it. A regression test covers assignment data arriving after library
data.
- Connector regression coverage passed 178 runtime utility, email
integration, skill-route, and heartbeat tests. All 17 Codex execution
tests passed, including per-agent skill isolation, model identity,
revision changes, removal, and prompt delivery without shared skill
files.
- After rebasing onto master, all 44 focused email, heartbeat, and
native-authority tests passed. All 313 native-session executor tests
passed. The UI regression suite passed all 3 tests. These test sets
overlap earlier focused runs.
- Full workspace typecheck and build passed after the rebase. Token
gates passed. Earlier focused Playwright task/setup coverage and the
Storybook build also passed.
- Native connector tool execution uses deterministic integration tests.
Live Daytona qualification used the Codex CLI adapter; the new
shared-home prompt fallback has deterministic coverage.
- The full repository suite is run by CI. The earlier unsharded local
full-suite attempt was stopped after the equivalent CI suites passed and
is not reported as a completed local run. Greptile reviewed
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved
threads. All server, workspace, serialized server, and browser suites
passed in CI. The build job hit a five-second timeout in a runner
transport test; both variants and the full 80-test file passed locally
with unchanged timeouts. The build passed on retry on the same commit
without code or timeout changes. All required CI gates, including the
final `ci / verify` and `ci / e2e` summaries, are green on
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`.

## Risks

- Email from external senders can start normal agent work. Setup
recommends a low-trust agent and AgentMail sender controls. Sender
addresses never grant board membership.
- Provider timeouts can leave uncertain sends. Retries retain their
idempotency key; expired windows require reconciliation or operator
resolution.
- Connector skills and native tools are assignment-dependent and require
current access. Revocation denies retained calls; assignment changes
select a new runtime context.
- Activation remains behind the experimental-channel setting. The native
runner path has deterministic coverage; live Daytona qualification used
the Codex CLI adapter.
- Schema changes are additive. Inbox ownership is unique across
companies. Disconnect preserves provider inboxes and task history.

## Model Used

OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution,
and browser testing. The exact deployment model ID and context-window
size were 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>
2026-09-11 16:56:38 -05:00
Nicky Leach ad4f0b5867
Fix Codex API key authentication in tests and runs (#13260)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent runtime settings can bind organization secrets to an adapter
environment
> - Paperclip redacts plain environment values when it returns a saved
agent to the UI
> - A saved-agent test sent the redacted `CODEX_HOME` value back to the
server
> - Codex ACP also received the API key without an ACP API-key
authentication request
> - This pull request restores saved environment values for tests and
selects API-key authentication for Codex ACP runs
> - The benefit is that Codex agents can test and run with an
organization-scoped OpenAI API key

## Linked Issues or Issue Description

**What happened?**

Testing a saved Codex agent sent `***REDACTED***` as `CODEX_HOME`.
Secret normalization rejected that placeholder. Remote Codex ACP runs
received `OPENAI_API_KEY`, but session creation stopped with
`Authentication required`.

**Expected behavior**

Paperclip must use the saved `CODEX_HOME` value when it tests an
existing agent. Codex ACP must select API-key authentication when
`OPENAI_API_KEY` is available.

**Steps to reproduce**

1. Create an organization-scoped secret named `OPENAI_API_KEY`.
2. Give a Codex agent access to the secret.
3. Save the agent runtime settings.
4. Test the saved agent again.
5. Run the agent in a remote sandbox through ACP.

**Paperclip version or commit**

Reproduced on master before commit
`68c17709d7c051a804a416263e2e08920f1dfcb1`.

**Deployment mode**

Self-hosted server with a remote sandbox environment.

**Installation method**

Built from source.

**Agent adapter(s) involved**

Codex.

## What Changed

- Send the saved agent ID with adapter environment tests.
- Restore redacted plain environment values from the saved agent before
test-time secret resolution.
- Select the Codex ACP `api-key` authentication method when
`OPENAI_API_KEY` is present.
- Add focused regression coverage for saved-agent tests and remote ACP
launch configuration.

## Verification

- `pnpm --filter @paperclipai/adapter-utils exec vitest run
src/acpx-engine/execute.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/agent-adapter-validation-routes.test.ts`
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/test-agent-setup.test.ts`
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`
- `git diff --check`

## Risks

- Low risk. The test route reads saved configuration only when the
request supplies a compatible agent ID and the caller can update that
agent.
- The Codex ACP change applies only when `OPENAI_API_KEY` exists and no
explicit `DEFAULT_AUTH_REQUEST` exists.
- There are no schema migrations or telemetry 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 context-window size is not exposed in
this runtime. The model used reasoning, repository search, file editing,
command 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>
2026-09-11 13:58:29 -07:00
Dotta 3bafac12f7
refactor: remove automatic productivity reviews (#13263)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its recovery loop keeps assigned work moving after execution
failures.
> - Productivity review used run counts, comment counts, and elapsed
time to create management tasks.
> - Infrastructure failures could satisfy those rules and create more
tasks without evidence that the source work needed management review.
> - This pull request removes that detector and its continuation holds.
> - Bounded recovery, budgets, explicit blockers, and normal review
stages remain in place.
> - Existing task records stay readable and unchanged.

## Linked Issues or Issue Description

Refs #5897. That request describes unwanted automatic productivity
reviews and asks to preserve existing tasks. This change retires the
feature instead of adding another configuration switch.

Related prior approaches: Refs #9191, Refs #12489. Those changes
excluded infrastructure failures or bounded review creation. This
removal replaces the detector rather than tuning its thresholds.

## What Changed

- Delete the scheduled detector, automatic task creation, evidence
refresh, and productivity continuation holds.
- Remove computed productivity fields, special attention items, badges,
and Storybook fixtures.
- Retain historical origin values, decision compatibility, and recovery
recursion exclusions. Add no migration and change no existing task data.
- Update the execution contract. Replace feature tests with regressions
for legacy task reads, ordinary attention, and bounded continuation in
the presence of an old review.

## Verification

- Targeted attention, issue-route, startup, and UI tests: 4 files and
101 tests passed.
- Updated issue-route and UI tests: 2 files and 61 tests passed.
- Bounded continuation regression: 2 cases passed, including a legacy
review plus pre-dispatch cancellation churn.
- `pnpm check:token-gates`: all four gates passed.
- `git diff --check`: passed.
- `pnpm build-storybook`: passed.
- Greptile: 5/5 on `a5a612eea`, with no actionable findings.
- Scheduler and historical recovery regressions: 2 files and 28 tests
passed.
- Repository `pnpm -r typecheck` and `pnpm build`: passed.
- The complete `pnpm test:run` suite passed across the CI server,
serialized-server, and workspace shards on `a5a612eea`. Stopped the
duplicate local monolithic run after the full CI suite passed; no
completed local full-suite result is claimed. The targeted local suites
above passed.
- CI serialized shard 5 initially hit a 10-second timeout in the first
interaction-route test. The complete file passed locally (78 tests),
then the single CI rerun passed.
- All CI gates are green, including the build and end-to-end suites.
- A local merge check against current `master` (`ce09ea40b`) completed
without conflicts.

## Risks

- API responses no longer include the computed `productivityReview`
field. Consumers must stop using it.
- The scheduler no longer creates management work from elapsed time, run
counts, or missing comments. This is the intended behavior change.
- Existing review tasks and explicit dependencies remain in place.
Historical origins still prevent recursive recovery treatment. No task
cleanup or data migration occurs.
- The native review handoff repair is separate from this removal.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. 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>
2026-09-11 15:46:35 -05:00
Dotta b1efd65edc
fix: continue interrupted task conversations with bounded retries (#13237)
## Thinking Path

> - Paperclip manages AI agents and their tasks.
> - A task can outlive a provider process or a server restart.
> - Legacy recovery treated unknown tool outcomes as a permanent
execution hold.
> - That hold could also reject a later user message.
> - A conversation turn can use prior history without replaying prior
tool calls.
> - This pull request lets supported conversation adapters continue
within the existing retry budget.
> - Users can send a new message after automatic attempts stop.

## Linked Issues or Issue Description

**What happened?**

A server restart could interrupt a local ACP run and leave its task
behind a permanent recovery hold. A later user message could be
cancelled before the provider answered. The immediate recovery path
could also create a successor outside the durable failure counter.

**Expected behavior**

Continue with a bounded new conversation turn. Preserve a compatible
provider session or use full task context when it is unavailable. Do not
replay recorded tools. When automatic attempts stop, allow a new user
request through the normal execution gates.

**Steps to reproduce**

1. Start a task with a local conversation adapter.
2. Restart the server while the provider is working.
3. Let the previous run become interrupted.
4. Send a follow-up message and observe the recovery hold on the old
behavior.

Related work: Refs #13075 for durable task recovery. Refs #12946 for
retry-limit and checkout-lock handling. This change routes conversation
recovery through the existing bounded scheduler.

## What Changed

- Mark supported local conversation failures for continuation. Keep
native-runner and non-conversation recovery rules.
- Carry an interruption notice into the next turn. Retain stopped ACP
session history even when a write outcome is unknown.
- Clear unavailable ACP sessions so the next bounded attempt can use
full task context.
- Route immediate failure recovery through the same durable scheduler as
process-loss recovery. Release only the predecessor checkout when its
retry takes ownership.
- Retire obsolete conversation holds using immutable run evidence, in
bounded batches with an activity record. Preserve outcome evidence and
do not wake historical tasks.
- Block actual admission and Resume while a predecessor process or
environment lease is still active. Keep the original interruption notice
after a rejected wake. Preserve the upstream blocked-wake waiting
contract: bounded retry planning can happen during cleanup, while
deferred messages and execution remain gated.
- Add subprocess and database regression tests. Update the execution
contract.
- Add the current thread-status field to the native recovery provider
fixture so its damaged-journal test reaches the intended boundary.
Tolerate an already-exited fixture process during test cleanup while
still asserting both processes terminate.

## Verification

- Workspace typecheck passed: `pnpm -r typecheck`.
- Build passed: `pnpm build`.
- Module boundaries passed: `pnpm check:module-boundaries`.
- Focused tests passed: 293 recovery/session/dispatch tests, 66 retry
and response-gate tests, and 37 native-session tests. Some suites
overlap.
- Tests cover interrupted writes, missing sessions, concurrent retries,
restart persistence, pending questions and approvals, execution gates,
and historical holds.
- Built the Rust test executables with `pnpm --filter
@paperclipai/paperclip-runner build:rust` for native-runner
verification.
- Full Vitest coverage verified locally using the repository’s general
and serialized shards, with focused reruns for failures and files not
reached after a shard stopped. The ownership-gate regression is fixed
and the complete affected server shard passes (1,390 tests). Local
parallel runs also hit temporary-directory, resource, and timing
failures; those suites pass with canonical temporary paths and
sequential reruns. No test timeouts were increased.
- Final merged-branch regression run: 577 tests pass across process
recovery, retry scheduling, liveness, durable chat, wake-queue
application/adapter, dispatch, continuation, native sessions, and task
chat. Earlier focused verification also passed 19 native control tests.
Token gates and whitespace validation pass.
- Browser verification passed all three ACP Stop/continue/pause
scenarios, including a rerun after merging the upstream waiting
behavior: `PAPERCLIP_E2E_PORT=3397 pnpm test:e2e
tests/e2e/acp-stop-continuation.spec.ts`. The interrupted-write case
verifies that follow-up completes without a repeated write.

- Final-head [CI run
34625037394](https://github.com/paperclipai/paperclip/actions/runs/34625037394)
passed on `06ac4bd9d150f8b209a96e5fd609c696958794a0`: all 31 reported
checks are green, including server/workspace suites, all browser shards,
native runner verification, build, typecheck, release dry run, and
aggregate gates. The two conditional Storybook checks were skipped.
Greptile reviewed this exact commit at 5/5; all review threads are
resolved.

## Risks

- A new model turn can choose to repeat an action. Paperclip does not
replay recorded tool calls and does not certify unknown action outcomes.
- Conversation adapters now stop after their retry budget instead of
requiring action reconciliation. Explicit Stop, pause, dependency,
approval, budget, and ownership gates remain in force.
- No schema migration or dependency changes. Historical holds are folded
without changing task status or waking work.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and test execution. The session does not expose a more
specific model build 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>
2026-09-11 12:16:04 -05:00
Dotta 889947c238
feat: add experimental native chat connectors (#13038)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also ask agents for work in their existing chat tools.
> - Each external conversation needs one task and a current authorized
source.
> - Retries, Stop, and provider failures must not duplicate work or
expose private data.
> - The first chat PR establishes the opt-in provider and data
contracts.
> - This PR adds experimental channel integration and its durable
control plane.
> - Users can request work from connected channels and inspect delivery
in Paperclip.

## Linked Issues or Issue Description

Refs #13100 and #13092. This is the second of exactly two chat PRs.
Foundation #13100 is merged and changed 143 files. Runner prerequisite
#13092 is also merged. This PR changes 400 files against master, below
the 500-file review limit. It contains no wireframe images or HTML
galleries.

## What Changed

- Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat
connections. Keep chat disabled unless the operator enables experimental
chat connectors. Preserve the production GitHub tool connection and its
normal setup path.
- Bind each provider bot identity to one immutable Paperclip agent. Bind
each admitted external conversation to one task. Paperclip owns tasks,
runs, permissions, and audit records.
- Add durable admission, per-conversation queues, questions, task
controls, progress, final replies, images, files, and delivery receipts.
Board comments remain internal unless explicitly sent to the channel.
- Check current identity, provider reach, resource access, credentials,
runtime generation, and exact source before provider effects. Keep
private responses private. Never send raw reasoning, private logs,
credentials, or tool arguments.
- Hold uncertain sends for explicit audited resolution. Make Board
Send-to-channel atomic and idempotent. Keep reconnect and setup
credentials in Paperclip secret storage.
- Preserve current native-runner authority across retries, lost
acknowledgements, and recovery. Keep immutable input and completion
contracts separate from newer user input. Receipt reconciliation cannot
launch a provider.
- Reconcile chat close/new ordering and provider-effect lock order.
Audit resource access changes in the same transaction. Submit only the
selected resource from each UI toggle so stale pages cannot undo
unrelated access changes.
- Drain Codex stdout before certifying process exit. Bound the drain
with the existing shutdown grace. Preserve observed terminal authority
without treating an undrained process as successful or reusable.
- Incorporate master `018ca5da` with its ACP Stop, mobile task layout,
runner packaging, and official lock changes. Preserve dedicated
chat-answer continuations in both directions when ordinary queued
comments are adopted after Stop.
- Fence late adapter readiness behind an earlier Stop for the same run.
Preserve verified cleanup for registered adapters. Handle single Stop,
agent pause, duplicate Stops, and failure release without creating a
false cancellation receipt.
- Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact
failed-chat retry authorization and lineage, retired question-source
suppression, and the block on generic recovery that would discard the
admitted source. Fresh deferred input retains its separate promotion
path.
- Incorporate master `2a05b5ed3` and its queue-admission extraction,
simplified transaction ports, and separate runner CI job. Preserve exact
durable receipts, actor separation, and dedicated-answer isolation
through the new module. A failed receipt insert rolls back the
accompanying deferred-wake merge.

## Verification

Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating
master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are
resolved. This successor fixes two test-harness boundaries exposed by
CI: per-case route-module preparation and actual durable-save completion
before intentional runner termination. Production code and all existing
test/turn deadlines are unchanged. [Exact-head Greptile
review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594)
is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable
findings or open review threads. [Fresh exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341)
passes **all 24 jobs**, including Build and both required aggregates.
Normal exact-head guarded merge was attempted and rejected by the
remaining branch approval policy: CODEOWNER review is required and no
human approval is present. Normal **squash auto-merge is enabled** as of
September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified;
no approval bypass or self-approval was used. Earlier-head results below
remain historical evidence, not qualification of this successor.

- Final exact-head Linux evidence: 995/995 chat integration cases; 36/36
agent-skills routes; 35/35 runner live-session cases, including real
process kill/resume; 1948 runner Vitest cases with three existing
benchmark/platform guards; 870/870 API-authority cases; and 104 browser
cases with four existing optional skips. Rust, conformance/replay, full
repository build, typecheck, canary, all server/workspace shards, and
both required aggregates pass with normal CI concurrency. Earlier failed
attempts remain recorded below.

- Latest test-only qualification: 141/141
route/permissions/authentication cases pass in separate cold forks, with
plain server types and independent review clear. The real-runner suite
passes 35/35, with plain runner types and independent review clear. A
controlled premature-save acknowledgement fails as expected; matching
ownership/effect/process evidence, rejected saves, real turn outcome,
test abort, and pre-kill liveness are covered. No local reproduction of
the original CI scheduling failure is claimed. The preceding [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34479680858)
passes 21/24 jobs, including all 995 Linux chat cases and browser
aggregate (104 passed, four existing optional skips); only Build, the
skills serialized shard, and the required verification aggregate fail.
Its exact-head Greptile review was 5/5. Both failed job logs are
retained.

- Final fixture qualification: all eight focused Discord cases and all
995 chat integration cases pass. The exact modal statement/PID is
observed before taking the real connection lock; the test then proves
its actual blocking relationship before mutation. Original SQL
execution, provider behavior, negative assertions, and 1s/15s timeouts
remain unchanged. Independent review is clear and test/production hashes
remain frozen. The preceding [CI
attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777)
passed 22 jobs, including Build/runner, typecheck, canary, all other
test shards, and browser aggregate (104 passed, four existing optional
skips); the two fixture failures and failed verification aggregate
remain recorded, not relabeled as a pass.

- Current queue-module composition: 308/308 recovery/batching/queue/Stop
tests; 995/995 full chat integration; 89/89 module tests, including real
PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary
tests; plain server and UI types. All four actual local process/ACP
browser paths pass in 1.4 minutes. Fresh databases, no skips or retries,
stable reviewed source hashes. The initial boundary failure is retained;
its no-op service wrapper was removed without changing recovery context
or weakening the check. An exploratory standalone test-directory
typecheck fails because its new upstream transformation config is not a
standalone typechecking project; standard CI/build does not invoke it,
and no configuration was weakened to suppress those diagnostics.

- The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed
[all 24 CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958)
and exact-head Greptile review at 5/5. Required CODEOWNER review
prevented its normal merge before master advanced again.

- Final extracted-module composition: 307/307 recovery, batching, queue
and Stop-control tests; 995/995 full chat integration; 49/49 module
tests including eight PostgreSQL adapter cases; and 19/19 issue-update
tests. Plain server types pass. All four actual local process/ACP
browser paths pass in 1.3 minutes. Fresh databases, no skips or retries
in these cohorts, frozen source hashes, and independent review clear.

- The preceding head `3e4e1c1c` passes [all PR CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820),
including Build and required `ci / verify` and `ci / e2e`. Both the
original Rust failure and the previously load-sensitive lineage fixture
pass with unchanged Linux concurrency. Master advanced afterward and
required this reconciliation.
- Final master composition: 448/448 focused UI tests, 186/186 adapter
tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI,
server, shared, and adapter types pass. Token gates and diff checks
pass. Independent server and UI reviews are clear.
- Stop-registration regression: both real-service cases fail against
exact `a95` source and pass with the fix. The full corrected
recovery/control suite passes 265/265. Duplicate-owner and failed-Stop
controls also pass. Plain server types pass. The readiness barrier
prevents provider startup without adding an acknowledgment to an already
terminal run.
- Final qualification strengthens terminal-field equality and repeats
both affected cases successfully on a fresh database. All four actual
local process/ACP browser paths pass again in 1.3 minutes, without skips
or retries. The final screenshot shows Cancelled, a paused subtree,
retained input, and no error toast.
- Two new actual-service regressions fail before the merge fix. They
prove that queued-comment adoption could consume a dedicated chat answer
or add unrelated input to that answer. The fixed four-case cohort
passes, including ordinary upstream continuation and adapter Stop
controls. Full recovery passes 257/257. All four actual local
process/ACP Stop browser flows pass in 1.4 minutes, without skips or
retries, on a fresh database.
- The unchanged runner artifact was qualified with 171/171 transport
tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11.
Six controlled reader tests prove the exit/drain repair. Its local
serial Rust workspace passed 546 top-level cases plus two invoked
helpers; the later passing Linux CI supplies default-concurrency
evidence.
- Prior exact-source full chat integration passes 995/995. Settings
regressions cover concurrent stale pages, 501 destinations, pending
state, rejected updates, and explicit retry. These deterministic tests
do not prove live provider behavior.
- Retained failed attempts and their causes are in the [qualification
log](afe19299d0/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md).
The first merge adapter run timed out while macOS slept for 290 seconds.
Its unchanged repeat passed with a temporary sleep guard. No assertion,
deadline, or CI gate was weakened.

Review commands include `pnpm --filter @paperclipai/server exec vitest
run src/__tests__/heartbeat-process-recovery.test.ts
src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec
playwright test --config tests/e2e/playwright.config.ts
tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh
disposable databases. See the [browser
runbook](afe19299d0/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md)
for provider setup and separate live acceptance steps.

## Risks

- This remains experimental. Deterministic tests and bounded live
evidence do not establish every provider feature, tenant, permission
layout, or media shape. Teams work-tenant qualification is still open.
- Failed and uncertain provider effects remain visible and can require
operator action. A transport receipt does not prove recipient
visibility.
- Native controller and runner artifacts must remain compatible.
Preserve lease ownership, terminal authority, source binding, and
quarantine during future changes.
- Access and audit rows commit together, but activity notifications
remain best-effort. This is not a new durable event outbox.
- The PR operation does not deploy a live server, replace its runner, or
change provider permissions. Remaining live qualification is documented
in the [temporary
handoff](afe19299d0/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md).

## Model Used

OpenAI Codex assisted with implementation, tool execution, testing, and
review. The work records `gpt-6-astra` assistance. The environment does
not report a context-window size. No private reasoning traces are
included.

## 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>
2026-09-10 10:06:45 -05:00
Devin Foley bce976d60d
feat: bind an agent to a Codex login whose account differs from the company default (#13067)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `codex_local` adapter signs agents in to OpenAI, and a company
keeps one default Codex identity in its shared company home
> - A login with a DIFFERENT account than the company default is
deliberately kept out of the shared home — one agent's sign-in must not
switch every unbound agent's credentials — but that left the
cross-account login inert: nothing connected the agent the operator was
configuring to the credential the login stored
> - The stored credential and its company secret already exist; only the
last mile — an agent actually using them — was missing
> - This pull request reports a non-secret binding claim on the
authenticated login and lets the agent page bind that one agent's
`CODEX_HOME` to the account's secret, exactly and only when the
identities differ
> - The benefit is that multi-account Codex becomes one click on the
agent that needs it, with company-wide identity untouched

## Linked Issues or Issue Description

**What happened?**

On an agent's detail page, "Sign in with Codex" using a different OpenAI
account than the company default succeeds but changes nothing for that
agent. The credential lands in the per-identity store and a company
secret names it, but the agent keeps using the company default. The Test
keeps reporting that authentication is needed, and no repeat login
helps.

**Expected behavior**

When the operator deliberately signs an agent's page in with a different
account, that agent starts using that account. Agents that were not part
of the action keep the company default. A same-account login keeps
working through the shared company home with no per-agent pinning.

**Steps to reproduce**

1. Configure a company whose Codex home holds account A.
2. Open a `codex_local` agent's detail page with a sandbox environment
and complete "Sign in with Codex" using account B.
3. Press Test. Before this change the agent still resolves account A and
the authentication-needed check returns.

## What Changed

- `packages/adapters/codex-local` — the prerequisite shield:
`isCodexAuthCachePath` recognizes per-identity credential-store entries,
and `seedManagedCodexHome` refuses to symlink, heal, or
API-key-overwrite an entry's `auth.json`. The seeding pass runs before
every probe and execute; without the shield, an agent bound to an entry
would have its stored login silently swapped for the host credential.
Static shared config files still copy in. Rotation already survives
binding: the sandbox copy-back writes rotated credentials into the
identity-keyed store slot.
- `server` — the promotion records whether the company default home
ended on a different account than the login (any read failure degrades
to `false`, so the client can never be told to bind wrongly). After the
terminal commit, the routes layer remembers a non-secret claim — the
opaque account-home secret id plus that verdict — in a bounded in-memory
map, and merges it into the owner read of an `authenticated`
`codex_local` session. A restart drops the claim; the panel then shows
plain success.
- `packages/shared` — `CodexAccountBindingClaim` on the owner session
response. It carries no account identifier and no credential byte.
- `ui` — the login panel reports the claim upward once. The edit-mode
form binds the agent's `CODEX_HOME` to the secret and saves in one step,
only when `companyIdentityDiffers` is true. Same-account logins bind
nothing on purpose: the company-home refresh already carried them, and
an unbound agent keeps following the company default across rotations.
Create mode is unchanged.

## Verification

- Adapter suite: 381 passed, 1 skipped (includes the new store-entry
shield tests and the path-predicate cases).
- Server suites (8 files): 130 passed, 15 skipped — including two new
route tests that drive a login to `authenticated` and assert the claim
with both identity verdicts.
- UI render suite: 85 passed — including a panel test that the claim is
reported upward exactly once.
- `tsc --noEmit` clean in `packages/shared`, the adapter package, and
`ui`; `server` clean for the touched file.

## Risks

- The bind changes one agent's configuration through the normal
agent-update patch, initiated by the operator's own login on that
agent's page. The failure direction of every fallback is "offer
nothing": a missing claim, a restart, or an unreadable company home all
degrade to no bind.
- The seed shield narrows what the seeding pass may touch; homes outside
the credential store behave exactly as before, covered by the existing
seed tests.
- Builds on the sign-in credential-resolution fix (#13064), now merged;
this branch is rebased onto master and the diff contains only the
binding feature. Supersedes #13066, which GitHub auto-closed when its
stacked base branch was deleted on merge.

## Model Used

Claude (Anthropic) — Claude Fable 5 (`claude-fable-5`), extended
thinking, agentic tool use in Claude Code (terminal).

**Related PRs (searched; no duplicates found):** #12740, #12082, and
#9621 touch adjacent Codex credential sync paths; #8495 is the standing
hardening effort for probe auth seeding.

## 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 (no
standalone docs cover this flow; the behavioral contracts are documented
in-line at each changed site)
- [x] I have considered and documented any risks above
2026-09-10 07:15:01 -07:00
Dotta 018ca5daaf
fix: verify ACP Stop and preserve safe continuation (#13119)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task controls coordinate provider execution and queued user
messages.
> - Stop could finish before an embedded ACP provider stopped its tools.
> - A later request could be held for reconciliation without a clear
task response.
> - A restored provider could also retain the stopped run's API
credential.
> - This pull request verifies provider termination and preserves safe
session continuation.
> - Operators can continue known-safe work and see why uncertain work
cannot start.

## Linked Issues or Issue Description

**What happened?**

Stop could leave an embedded ACP provider running. A queued follow-up
followed by “go” could fail before it reached the provider. Task chat
could show a generic missing-response message. Even a restored session
could use the previous run's credential and fail its task update.

**Expected behavior**

Stop waits for confirmed provider termination. A later explicit wake
continues the same compatible session only when recorded actions have
known outcomes. It carries pending comments and the current run's
environment. Uncertain actions retain a visible reconciliation hold.
Composer Stop preserves the existing pause rule: conversation can
continue while paused, but task work requires Resume.

**Steps to reproduce**

1. Start an embedded ACP task.
2. Send a second request while the provider is running.
3. Interrupt the run, then send “go”. Also test composer Stop followed
by Resume work.
4. Check that the request is delivered once and that the provider can
complete the task through the current run's API credential.
5. Repeat with an unfinished write. Confirm that the write stops and
that further execution stays blocked with a visible reason.

**Paperclip version or commit**

Built from source on master at `3bc60dd8b` plus this branch.

**Deployment mode**

Local source build with an isolated embedded PostgreSQL instance.

Refs #11183. Refs #12552. Those changes address recovery after operator
cancellation. This change also covers embedded ACP termination, session
proof, pending-comment delivery, and task feedback.

## What Changed

- Propagate Stop into embedded ACP and wait for bounded adapter cleanup
and provider exit. Retain the actual ChildProcess object for forced
termination on all platforms; never signal a recycled numeric PID.
- Preserve interrupted checkpoints only for acknowledged, local,
persistent sessions with settled reads or no tools. Keep writes,
incomplete actions, and forced termination blocked.
- Restore the same compatible provider session with the current run's
environment. Reject fresh-session fallback for an interrupted
checkpoint.
- Adopt pending comments on the next explicit wake. Stop alone does not
dispatch them.
- Share the execution-blocker rule across dispatch, Resume, and task
detail. Show Stopped or Couldn't start with the recorded reason. Resolve
the stopped agent for the run link, including reviewer runs.
- Keep execution reconciliation holds intact when generic recovery sees
queued comments or healthy child tasks.
- Add process, service, component, and browser regression coverage. Fix
disposable database cleanup and React test settling exposed by the full
suite.

## Verification

- Passed `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`.
- Passed all three `acp-stop-continuation.spec.ts` browser journeys.
They use an actual ACP child process and require task completion through
the agent API.
- Passed 165 adapter execution, operator-stop, and child-process control
tests, 17 queued-comment route tests, and 65 tests in the two adjusted
UI suites. Earlier focused recovery, heartbeat, and task-control tests
also passed.
- Manually used the browser to queue a request, Stop, send “go” while
paused, and Resume. The same session answered once and moved the task to
Done with the current run's credential.
- Manually interrupted an unfinished write. Its file size stayed fixed
for five seconds. “Go” showed the reconciliation reason and did not
start another provider prompt.
- Separate live Claude ACP smoke checks confirmed that Stop ended a
disposable local write and that a no-tool interruption could resume the
exact provider session. The browser fixture does not call Drive or
another external app.
- Passed all 5,615 UI tests and 3,090 other workspace tests. The CLI and
general server groups pass with targeted retries: two transient server
failures passed together on retry, and two embedded-database startup
failures passed after removing abandoned shared-memory segments from
this task's completed browser fixtures. All 144 serialized server suites
completed, with 2,189 tests passing after two transient HTTP socket
failures passed on retry.
- Passed all 135 heartbeat process/recovery tests, including a
deterministic regression that failed before the recovery-sweep fix.
- Passed 18 dispatch integration tests, including stopped-reviewer
links, company boundaries, and malformed run IDs.
- Greptile is 5/5 on `7dd170d83`, with zero unresolved review threads.
The security scan and all required CI gates pass for the same commit.

## Risks

- Safe continuation depends on complete tool reporting and a restorable
local provider session. Unknown outcomes remain blocked and require
reconciliation.
- Provider cleanup can take time. A timeout does not grant replay
permission.
- The change adds optional adapter context fields and an optional issue
projection. It does not change the database schema or require a
migration.
- Test cleanup truncates company data only in a disposable test
database.

## Model Used

OpenAI GPT-6, running as Codex with repository tools, code execution,
and browser interaction. 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>
2026-09-09 22:06:06 -05:00
Dotta 6abeb67334
feat: add opt-in chat provider and data foundation (#13100)
Add dormant provider contracts, qualified patched adapters, tenant-scoped persistence and lifecycle ownership without activating chat routes. Preserve the experimental integration as dependent PR #13038.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 13:49:12 -05:00
Dotta 2991a59b17
fix(adapters): prevent engine fallback and preserve usable runtime defaults (#13105)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository inspection,
shell execution, and test tools. The exact serving model identifier and
context-window size are not exposed in this session.

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 12:18:56 -05:00
Dotta 82f662656a
fix(runner): restore legacy Git access and independent networking (#13094)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

OpenAI GPT-6 through Codex, with code editing, shell execution, tests,
and browser inspection. The exact model variant and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 10:15:10 -05:00
Dotta 6681104692
fix(runner): preserve provider identity and terminal failures (#13074)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The runner translates provider events into durable task execution.
> - Provider notifications can refer to another thread or a descendant.
> - Root validation treated these notifications as fatal, and later
layers could lose the original failure.
> - This pull request classifies event identity and preserves structured
terminal failures.
> - The server can then choose safe recovery without weakening tool
authority.

## Linked Issues or Issue Description

Refs #13038. This change incorporates the shared protocol-integrity and
bounded-cleanup prerequisites from that PR. It does not include the chat
feature. Related failure classification work: #13028.

**What happened?**
An informational provider notification for another thread could
terminate the root session. A failed stream could then become a
missing-result error and lose its cause.

**Expected behavior**
Ignore unrelated informational notices with bounded diagnostics. Reject
invalid authoritative events. Preserve the original failure code and
recovery meaning through cleanup.

**Steps to reproduce**
Run a native Codex task. Deliver a notification for an unrelated thread,
or close the stream after a structured failure. Inspect the root outcome
and recorded failure.

**Paperclip version or commit**
Reproduced before e20010472. This branch includes the current
session-goal contract from that commit.

**Deployment mode**
Built from source. Native runner with Codex.

## What Changed

- Classify root, provider-confirmed descendant, stale, unrelated, and
invalid provider events.
- Keep tool requests bound to their original execution authority.
- Preserve typed failures through transport, session, and durable
control-plane cleanup.
- Keep bounded cleanup failures separate from the primary execution
failure.
- Add compatible shared contracts for continuation context, execution
status, and explicit reconciliation. The dependent PR adds their server
and UI consumers.

## Verification

- Runner TypeScript and ACPX suites: 1,733 passed, 7 skipped. Node
contracts: 38 passed.
- Real provider-process fixtures cover 300 descendant identities across
restart, the 4,096-identity capacity boundary, and rejection of
continuation after terminal acknowledgement and restart.
- Repository build, typecheck, and full `pnpm test:run` passed on the
rebased stack (18,448 tests passed, 49 skipped). The full Rust workspace
passed with `--test-threads=1`; parallel execution exposed an existing
fixture port-reservation race. All latest-head CI checks passed. One
unchanged artifact-document concurrency test failed on the first CI run
and passed on its single rerun.
- Added notification, streaming failure, protocol integrity, cleanup
quarantine, and durable failure tests.

## Risks

Provider event classification must retain the new session-goal behavior
on master. Descendant notifications must never gain root tool authority.
Shared contract fields are additive. This PR does not migrate data or
start replacement provider work.

## Model Used

OpenAI GPT-6 through Codex. The exact deployment ID and context window
were not exposed. Used reasoning, tool use, code execution, and browser
automation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 08:53:07 -05:00
scotttong 5acf56658b
feat(onboarding): first task opens as a chat with a chief of staff (#13068)
## Thinking Path

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

## Linked Issues or Issue Description

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

Related PRs and issues:

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

### Subsystem affected

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

### Problem or motivation

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

### Proposed solution

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

### Alternatives considered

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

### Roadmap alignment

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

## What Changed

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

## Verification

Commands, run from the repo root:

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

Results on this branch:

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

Manual steps on a dev instance:

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

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

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

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 19:37:13 -05:00
Dotta 7ed122911b
Add end-to-end session goals to Paperclip Runner
Add capability-aware slash-goal controls, durable provider goal state, PRP v2 negotiation, autonomous goal execution, and safe local session recovery. Integrate with current master, preserve provider session identity, and verify the browser goal/chat/replacement/clear workflow and unsupported-agent rejection.

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

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 15:55:26 -05:00
Dotta 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 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 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 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 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
Nicky Leach 184b014c25
feat(telemetry): add the agent.task_run event and emit it at every terminal run transition (#12809)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip records agent run outcomes through telemetry and run
lifecycle services
> - Terminal run transitions need one consistent event for outcome
analysis
> - The current paths do not report every terminal transition through
one event
> - This pull request adds the agent.task_run event and emits it at each
terminal transition
> - The benefit is complete run outcome data without exposing raw task
identifiers

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Paperclip telemetry reports agent activity, but it does not report every
terminal task run through one event.

**Subsystem affected**

Cross-cutting (multiple of the above): packages/shared telemetry and
server run lifecycle services.

**Current behavior**

Several run paths write a terminal status without a matching
agent.task_run telemetry event.

**Proposed behavior**

Each terminal run transition emits one agent.task_run event. The event
records the terminal state and uses the existing pseudonym helper for
the optional task identifier.

**Reason and benefit**

Complete terminal-run data helps operators measure agent outcomes. The
pseudonym helper prevents the raw task identifier from leaving the
installation.

**Breaking changes**

None. The change adds an event and keeps existing event behavior
compatible.

## What Changed

- Add the agent.task_run telemetry contract and client helper.
- Reuse the existing pseudonym helper for the task identifier. The
helper hashes the identifier with a per-installation salt and returns 16
hexadecimal characters. The raw identifier never leaves the
installation. Existing identifiers do not move.
- Emit one event from each legacy, native, recovery, and issue terminal
transition.
- Keep emissions outside database transactions and make delivery
best-effort.
- Add regression tests for event shape, hashing, terminal transitions,
and emission failures.
- Document the event and its privacy rule in the telemetry data
contract.

## Verification

- `npx tsc --noEmit` in `server/` passes at the submitted commit.
- The pull-request CI suite must pass. CI is the authority because local
Vitest has a known dependency artifact.
- The added regression tests cover event output shape, per-installation
hash divergence, raw identifier handoff, omitted identifiers, and
non-throwing emits.

## Risks

- A missed terminal path could reduce event coverage.
- Telemetry delivery remains best-effort and cannot change run
finalization.
- The pseudonym helper uses installation-specific state, so identifiers
differ between installations.

## Model Used

OpenAI Codex, GPT-5, tool use and code execution. Context window details
were not provided.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 08:21:32 -07:00
Dotta af3023f1e3
fix(runner): repair paid provider startup paths (#12769)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #12721 and #12700.

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

`0f9452101740835ce0b1488a204bf48acd5bafc3`

**Deployment mode**

Local development with the paid GitHub Actions acceptance workflow.

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked related public work or described the bug in
this PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [ ] I have run tests locally and they pass (intentionally deferred to
GitHub Actions)
- [x] I have added or updated tests where applicable
- [x] No documentation change is required for this runtime repair
- [x] I have considered and documented the risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-04 07:58:44 -05:00
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 5f87090894
Make managed Cloud OAuth handoffs invisible (#12790)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Apps let people give agents governed access to external providers
> - Paperclip Cloud brokers shared provider authorization for managed
stacks
> - The managed flow sent the browser through a confirmation page after
the tenant had already prepared sign-in
> - A lost confirmation response could also show an expired-session
error before the provider page opened
> - This pull request adds an opaque handoff contract and one shared
tenant coordinator
> - The benefit is a direct and recoverable transition from Paperclip to
every Cloud-brokered provider

## Linked Issues or Issue Description

**What happened?**

A managed Paperclip Cloud connection opened the Cloud confirmation
route. A response-loss race could show an expired-session error while
the authorization still continued.

**Expected behavior**

The current Paperclip loading state must stay visible while the tenant
exchanges an opaque session. The browser must then open the provider
directly. Self-hosted and direct OAuth must keep their existing
behavior.

**Steps to reproduce**

1. Open Apps on a Paperclip Cloud stack.
2. Start a managed provider connection.
3. Select Continue to sign in.
4. Observe that the browser visits the Cloud confirmation route before
it reaches the provider.

**Paperclip version or commit**

`b872cd3d1b404bdaff70af493a2973ceb7e5d6ec`

**Deployment mode**

Paperclip Cloud hosted stack.

No related open issue or pull request was found in the repository
search.

## What Changed

- Add a backward-compatible opaque Cloud handoff to the shared OAuth
start contract.
- Validate the Cloud descriptor on the server and expose no
browser-selected endpoint.
- Exchange managed handoffs through one fixed same-origin route in every
Apps OAuth launcher.
- Keep dialog popups reserved before asynchronous work and retain the
tenant loading state.
- Add recent-login resume storage, bounded retry behavior, terminal
tenant errors, tests, and Storybook states.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- Focused connector and UI suites: 184 passed and 202 skipped.
- `pnpm build`
- `pnpm build-storybook`
- The full local suite reached one unrelated macOS path-alias failure.
The untouched test expected `/var/...` and received the equivalent
`/private/var/...`. The same test reproduces in isolation.

## Risks

- A malformed managed descriptor now fails closed in Paperclip instead
of opening a URL.
- A legacy Cloud deployment can omit the descriptor. Paperclip then uses
the existing validated confirmation URL.
- Direct provider OAuth and self-hosted flows do not receive a handoff
and remain unchanged.
- Rollback is a normal revert of this commit because the contract is
optional and backward compatible.

> 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, reasoning mode, tool use, 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
- [ ] 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 16:33:13 -05:00
scotttong 597fd63b61
feat(ui): add streamlined navigation foundation (#12746) 2026-09-02 23:55:43 -07:00
Nicky Leach 9064cfd09e
feat(codex-local): give each Codex account its own home and path secret (#12709)
## Thinking Path

> - Paperclip is the control plane for companies that use AI agents for
work
> - Local adapters connect Paperclip agents to provider command line
tools
> - The Codex adapter stores login data in a shared company home
> - A shared home cannot keep credentials for more than one Codex
account
> - This pull request gives each account a safe home and a matching
company secret
> - The benefit is that one company can use multiple Codex accounts at
the same time

## Linked Issues or Issue Description

**Problem or motivation**

A company can hold only one Codex subscription credential because device
login uses one shared home. A second account cannot log in without
replacing or conflicting with the first credential.

**Proposed solution**

This change validates the vendor account identifier, stores each
credential in its own home, and creates a company secret that points to
that home. Repeat login calls return success when the matching secret
already exists.

**Roadmap alignment**

The change supports the roadmap goal for centrally managed secrets with
scoped access and audited resolution.

**Additional context**

The security review returned approve with no blocking finding. The
branch adds shared account-handle validation and tests for device login
and the Codex local adapter.

## What Changed

- Add strict allowlist validation for Codex account handles.
- Store each Codex account credential in a separate home under the Codex
cache root.
- Verify that the resolved account home stays inside the cache root.
- Create the `CODEX_HOME_<handle>` company secret for each account.
- Keep repeat and concurrent login calls safe and idempotent.
- Add shared helper and route, adapter, and validation tests.

## Verification

- `pnpm --filter @paperclipai/adapter-codex-local test` passes with 343
tests.
- `pnpm --filter @paperclipai/server test
src/__tests__/agent-device-login-routes.test.ts` passes with 25 tests.
- The adapter suite passes with 23 tests.
- The shared package and Codex adapter typechecks pass.
- Continuous integration must pass on every check before merge.

## Risks

The account handle becomes part of a directory path and secret name. The
strict allowlist and root containment check reduce path traversal risk.
Existing single-account homes remain unchanged unless a new device login
creates an account-specific home.

## Model Used

OpenAI GPT-5 (exact runtime model ID: gpt-5), with tool use and code
execution. The runtime context window is not exposed in this run.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-02 14:46:53 -07:00
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 87d05e194b
feat(work-products): add rich cards and run artifact inventory (#12717)
## Thinking Path

> - Paperclip is the control plane for AI-agent companies.
> - Agent outputs must remain visible after a run and easy to inspect
from a task.
> - The thread and artifact inventory need one consistent rich-card
vocabulary.
> - Run uploads also need durable artifact registration and
producing-run context.
> - Reviewers need deterministic examples for each rich-card kind and
state.
> - This pull request adds the shared presentation, registration,
inventory, and Storybook review coverage.
> - The benefit is a complete output path that reviewers can inspect
without seeded data.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change improves work-product presentation in task threads and the
task Artifacts tab.

**Subsystem affected**

The change affects shared work-product contracts, the runner diff path,
server attachment and work-product services, GitHub metadata refresh,
the React board UI, and Storybook.

**Current behavior**

The thread used generic cards. Some files uploaded by a run existed only
as message attachments. The Artifacts tab showed a flat list without run
context or filters. Storybook showed only one resting card per kind.

**Proposed behavior**

The thread uses rich cards for supported work-product types. Each
run-produced file registers one attachment-backed artifact work product.
The Artifacts tab groups outputs by run and supports filters. Storybook
shows every kind and requested state, PR lifecycle states, stats
variants, truncation, mobile layout, and message-tail media.

**Reason and benefit**

Users can identify outputs quickly. Reviewers can inspect all card
permutations without creating task data.

**Breaking changes**

None. The metadata fields and automatic artifact registration are
additive. Existing attachments and work products keep their current
behavior.

## What Changed

- Added a shared rich work-product card with kind-specific content and a
compact inventory variant.
- Added pull-request and commit diff metadata plus bounded GitHub state
refresh.
- Added media strips and typed file chips to message-tail attachments.
- Registered each run-produced attachment as an artifact work product in
the same server transaction.
- Grouped task artifacts by run with agent and timestamp headings.
- Added type and run filters, image thumbnails, compact cards, and a
company Artifacts link.
- Added a Storybook kind-by-state matrix with stats variants for all
eight visual kinds.
- Added PR open, draft, merged, and closed examples, long-title
truncation, an exact 375-pixel viewport, and message-tail overflow
coverage.
- Closed reconciled runtime work products when the linked runtime stops
or disappears, so the card shows `Stopped` instead of `Unhealthy`.

### Screenshots

Before: one resting card per kind.

![Previous rich-card
inventory](https://pages.paperclip.ing/rich-work-product-storybook-20260902/before-inventory.png)

After: the kind and state matrix.

![Rich-card kind and state
matrix](https://pages.paperclip.ing/rich-work-product-storybook-20260902/after-kind-state-matrix.png)

After: message-tail media at 375 pixels.

![Message-tail thumbnails and typed
chips](https://pages.paperclip.ing/rich-work-product-storybook-20260902/after-message-tail.png)

[Open the Storybook evidence
viewer](https://pages.paperclip.ing/rich-work-product-storybook-20260902/).

The earlier artifact inventory comparison remains available in the
[artifact inventory
viewer](https://pages.paperclip.ing/rich-artifacts-inventory-proof-20260902/).

## Verification

- `pnpm --filter @paperclipai/ui typecheck` passed.
- `pnpm check:token-gates` passed.
- `pnpm build-storybook` passed.
- `pnpm exec vitest run
server/src/__tests__/work-product-runtime-reconciliation.test.ts` passed
with 5 tests.
- Chromium visual checks passed at desktop and 375-pixel widths.
- All 30 latest-head GitHub checks passed. One unrelated annotation test
was flaky and passed on its single retry.
- Greptile passed at 5/5 with zero unresolved threads.

## Risks

- Low risk. The Storybook change adds review fixtures only. The runtime
fix changes read-time reconciliation without database writes.
- The matrix is intentionally large so every permutation stays visible
in one review surface.

> I checked `ROADMAP.md`. This work does not duplicate planned core
work.

## Model Used

- OpenAI Codex with GPT-5 and GPT-5.6-sol across this pull request.
Reasoning, tool use, and code execution were enabled. The context-window
size is 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 public branch name describes the change and contains no
internal task id
- [x] I have run tests locally and the changed-path tests pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-02 15:27:54 -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 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 ee2a190626
Unify Paperclip Runner experimental controls (#12666)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Runner is an experimental execution adapter.
> - The adapter and its required sandbox ingress had separate settings.
> - A user could enable one setting and still have an unusable runner
configuration.
> - The runtime already makes one durable native or legacy decision for
each run.
> - This pull request uses that runtime decision for ingress
authorization.
> - The benefit is one clear opt-in with safe recovery for existing
native runs.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the experimental settings and transport authorization for
Paperclip Runner.

**Subsystem affected**

Cross-cutting. This change affects the React settings UI, shared
settings contracts, adapter utilities, and server runtime selection.

**Current behavior**

Settings shows separate Paperclip Runner and Runner Preview Ingress
controls. A user can enable the runner but leave required sandbox
ingress disabled.

**Proposed behavior**

Settings shows only Paperclip Runner. Its native runtime decision also
authorizes provider WebSocket ingress when the execution target requires
it. A persisted native run keeps its recovery transport after the
setting is disabled.

**Reason and benefit**

Paperclip Runner is one experimental capability. One opt-in removes an
invalid partial configuration and makes the rollout boundary easier to
understand.

**Breaking changes**

The Runner Preview Ingress card is removed. The old
`enableRunnerPreviewIngress` key remains accepted in stored settings and
managed configuration, but it has no server runtime effect. The public
adapter-utils input remains compatible through a deprecated alias.

**Additional context**

Refs: #12638, #12641, #12656.

## What Changed

- Removed the separate Runner Preview Ingress card from Experimental
Settings.
- Made resolved native runtime selection authorize required provider
ingress.
- Preserved ingress recovery for persisted native runs after the rollout
flag is disabled.
- Kept the old settings key and adapter-utils input as deprecated
compatibility contracts.
- Added focused UI, runtime policy, transport, stored-settings, and
managed-config regression tests.
- Updated deployment documentation and feature descriptions.

## Verification

- GitHub Actions will run typecheck, tests, build, policy, and browser
shards.
- Focused tests cover the single settings control, runtime
authorization, fail-closed transport selection, the deprecated public
input, and old managed configuration.
- No local tests were run, per the maintainer request to use GitHub
Actions for verification.
- `git diff --check` passes.

## Risks

Low to moderate risk. The effective ingress gate changes from a separate
stored flag to the resolved native run decision. Fresh runs still
require `enableNativeRunner`. Persisted native runs remain recoverable.
Legacy adapters never receive ingress authorization.

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

## Model Used

OpenAI Codex, GPT-5, with reasoning, 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
- [ ] 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
2026-09-01 09:21:23 -05:00
Dotta 131f5c4065
feat(runner): add administration and observability (#12641)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Administrators need bounded controls for experimental native
execution.
> - The lower stack adds remote Codex execution and the task workspace.
> - Operators need to configure Codex safely and inspect provider
traces.
> - Unsupported providers must not appear as runnable choices.
> - This pull request adds Codex-only administration and observability.
> - The benefit is a default-off operational surface for production
diagnosis.

## Linked Issues or Issue Description

Refs #12640.
Refs #12616.
Refs #12352.

**Subsystem affected**

Agent configuration, instance experimental settings, run ledger,
provider trace inspector, and administrator actions.

**Problem or motivation**

The native runner lacks one safe operator surface for Codex permissions,
lifecycle, raw trace capture, and run inspection. The integration branch
also contains provider choices that the production backend cannot
execute yet.

**Proposed solution**

Expose only the qualified Codex controls. Keep Paperclip Developer Mode
and runner preview ingress off by default. Gate raw trace actions by
administrator access and existing trace authorization.

**Alternatives considered**

Exposing unfinished providers would create configurations that fail at
runtime. Always-on tracing would increase sensitive data and storage
risk.

**Roadmap alignment**

This work supports governed Cloud and Sandbox agents and production
diagnostics.

## Stack

- Base PR: #12640.
- Lower PRs: #12639 and #12638.
- This PR contains only its 54-file administration and observability
delta.
- This is the final feature PR in the Codex production stack.

## What Changed

- Added Codex-only Paperclip Runner permission and lifecycle controls.
- Added bounded warm idle configuration.
- Kept the provider field fixed to Codex.
- Added administrator-only one-run raw trace requests.
- Added a persistent future-run raw trace toggle.
- Added trace status, metadata, ledger, and canonical runner inspection.
- Added JSON-RPC request-origin grouping and finalization lineage.
- Restored the stateful PRP transcript parser and focused projection
tests required by trace inspection.
- Added default-off Paperclip Developer Mode.
- Added Honeycomb run links for authorized developer mode.
- Disabled the legacy operational skill for `paperclip_runner`.
- Did not expose OpenCode, ACPX, Pi, Claude Managed, or AWS runner
choices.
- Did not change migrations, workflows, dependencies, or
`pnpm-lock.yaml`.

## Verification

- GitHub Actions will run UI tests, server tests, repository typecheck,
build, browser tests, security, and policy gates.
- Tests cover Codex configuration defaults and bounds, administrator
trace actions, persistent settings, ledger inspection, trace lineage,
and Honeycomb links.
- Existing server trace authorization and retention tests remain the
backend authority.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check runner/task-workspace-experience...HEAD` passes.
- The delta contains 54 files.

## Risks

- Raw provider traces can contain sensitive provider data.
- Existing server authorization controls access, reveal, download,
retention, and deletion.
- The UI gates trace actions by administrator access and developer mode.
- All new instance settings remain off by default.
- Fresh Paperclip Runner configuration remains Codex-only.
- Direct adapters and legacy task behavior do not change in this PR.

> 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 03:41:23 -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 bc9ba7cd26
feat(runner): project native runs into task threads (#12321)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The experimental Paperclip Runner can execute a guarded Codex run
and persist provider-neutral events.
> - The task page still reads direct-adapter transcripts and cannot
present those native events.
> - Structured runner questions must also use the existing task
interaction experience.
> - Runtime selection must use the persisted run mode, not an adapter
name or a current feature flag.
> - This pull request projects native events and questions into the
existing task thread.
> - Direct adapters keep their existing transcript, composer,
interaction, and finalization paths.
> - The benefit is a complete native Codex task thread without a
behavior change for existing adapters.

## Linked Issues or Issue Description

Refs #12202. This pull request replaces that stale implementation on
current `master`.

**What happened?**

The server persists native runner events and structured input requests.
The task page only consumes direct-adapter transcripts. A native run
therefore cannot present a complete transcript, usage, or question flow
through the normal task experience.

**Expected behavior**

Native runs project persisted provider-neutral events into the existing
task thread. Native structured questions use the existing interaction
card. Direct adapters retain their current behavior.

**Steps to reproduce**

1. Enable the experimental runner.
2. Start a native Codex run that emits progress, usage, a structured
question, and a final reply.
3. Open the task page.
4. Observe that the direct-adapter transcript path cannot project the
native event records.

**Paperclip version or commit**

`master` at `67f9867bc`.

## What Changed

- Add the canonical structured-question validator and shared contract
exports.
- Materialize native input requests as existing task interactions.
- Validate native answers and deliver them through the durable
question-response receipt.
- Resume the original PRP request with an idempotent `request.resolve`
command.
- Project native messages, tool activity, cumulative usage, and final
replies into the existing transcript model.
- Propagate persisted `runtimeMode` to the task page and select native
handling only for `runtimeMode: "native"`.
- Expire pending interactions through the shared issue service on every
terminal transition, including decisions, stalled reviews, tree control,
and pipeline retry cleanup.
- Queue native run cancellation while a transaction is open and execute
it only after the owning transaction commits.
- Keep nonterminal and non-runner issue paths on their existing service
call shapes and behavior.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — passed, including the
Rust runner release build and protocol/catalog drift gates.
- Focused native-thread and lifecycle suites — 18 files and 481 tests
passed during review.
- `issue-execution-policy-routes.test.ts` — 19/19 passed after the final
transactional-queue expectation update.
- `issue-agent-mutation-ownership-routes.test.ts` — 87/87 passed in the
final isolated compatibility rerun.
- GitHub Actions — policy, build, canary, typecheck/release registry, 5
serialized server shards, 8 general-test shards, 3 browser shards, and
both aggregate gates passed on `7793f3193`.
- Security — Snyk, Socket Project Report, Socket PR Alerts, and
Superagent passed.
- Greptile — 5/5 on `7793f3193`; all actionable review threads resolved.
- `git diff --check` — passed.
- Diff against `master`: 44 files.

## Compatibility Boundary

- Native transcript polling only runs when the persisted run reports
`runtimeMode: "native"`.
- Missing or legacy runtime modes continue through
`useLiveRunTranscripts`.
- Legacy questions keep the existing optional free-text choice.
- Native closed select sets can suppress that legacy fallback.
- Terminal cleanup uses the same issue service for native and legacy
interactions; only a bound native question schedules a native run
cancellation.
- Native cancellation happens after transaction commit, so failed or
rolled-back writes do not cancel a still-valid run.
- The durable delivery service checks the original native request before
it considers a continuation run.
- This pull request adds no migration, dependency, workflow, manifest,
or lockfile change.

## Risks

The main risk is routing a direct-adapter task through native handling
or changing terminal issue behavior. The implementation selects the
native path only from persisted runtime facts, retains the existing
nonterminal call shape, and schedules native cancellation only for a
validated bound native question after commit. Focused and
repository-wide tests cover both paths. Native requests remain bound to
the company, issue, run, and agent; answers are validated, durable, and
idempotent across reconnects.

## Model Used

OpenAI Codex, GPT-5 family. The client does not expose the exact
deployment ID or context window. Agentic 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 and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the affected local tests and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated the compatibility notes for this change
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I addressed all Greptile and reviewer comments before requesting
merge
2026-08-29 19:26:20 -05:00