## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents move issues to `in_review` and rely on a "review path" (an
interaction, an approval, a monitor, or a named reviewer) to tell them
who decides next.
> - That review path can silently disappear. A user comment supersedes
the pending interaction, a monitor is exhausted, or a run ends without
restoring a path. The issue then sits in `in_review` with nobody
reviewing it and no visible action.
> - Such issues become invisible zombies. Nobody knows a decision is
owed, so the work stalls forever.
> - This pull request makes the review path a maintained invariant,
exposes a `reviewAttention` surface, and gives every stalled review
three inline actions in the UI.
> - The benefit is that an `in_review` issue always shows who reviews
it, or shows an amber "nobody is reviewing this" notice with one-click
Approve, Request changes, and Send back to work.
## Linked Issues or Issue Description
This pull request describes the problem inline. The tracking issue is
internal.
**Subsystem affected**
The review and attention loop that agents and humans share: the
`in_review` status, the `reviewAttention` surface, the /decisions
attention feed, and the issue-page review panel.
**Problem or motivation**
Agent-owned issues in `in_review` can lose their last review path. A
user comment supersedes the pending interaction. A monitor is exhausted.
A run ends without restoring a path. The issue then sits in `in_review`
with no reviewer and no visible action. It becomes an invisible zombie
and the work never progresses.
**Proposed solution**
Maintain the review path as a server invariant. Expose a
`reviewAttention` field that says what is under review, who decides, and
since when. Render a persistent review panel on the issue page and
inline actions on the /decisions feed. Keep human PATCHes into
`in_review` ungated, but record the requesting user so the panel never
renders empty.
**Alternatives considered**
A pure background auto-recovery sweep. This stays opt-in and is not
enough on its own, because it is invisible to the human. A bare status
banner. This is rejected, because it gives no action to resolve the
stall.
**Roadmap alignment**
This improves the core review and attention loop that both agents and
humans use every day.
## What Changed
- **Server — maintained review-path invariant:** when an issue enters or
sits in `in_review`, the server derives and persists a review path
(interaction, approval, monitor, or the requesting user) and recovers a
stale path with one bounded wake instead of leaving the issue pathless.
- **Server — `reviewAttention` surface:** a new field describes what is
under review (bound target with links), who decides, since when, and
whether the review is stalled. Stalled agent-assigned reviews are now
included in the attention feed.
- **Server — inline stalled-review decisions:** secured routes let a
permitted responder Approve (→ `done`), Request changes (→ `todo` + wake
carrying the note), or Send back to work (→ `todo` + wake) directly from
the attention feed.
- **Server — resume-intent wake:** an `in_review -> todo` transition now
wakes the assigned agent so a resumed review is not dropped.
- **Server — user-entry symmetry:** user PATCHes into `in_review` stay
ungated (no 422 for humans) and record the requesting user, who becomes
the named responder when no other path exists.
- **UI — review panel:** a persistent `IssueReviewPanel` renders above
the thread whenever status is `in_review`. The covered state shows the
bound target, responder, and outcomes and hoists the pending
interaction/approval card. The stalled state shows the amber notice plus
the three actions.
- **UI — decisions card actions:** the same three actions render inline
on the /decisions `AttentionQueueRow`.
- **UI — responsive fix:** the stalled action row stacks to full-width
buttons at phone width and returns to a horizontal row at `sm` and up.
New 390px stories capture the phone layout.
## Verification
- `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx
src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts
src/api/issues.test.ts` — 91 tests pass.
- Server suites added and updated: `issue-review-attention`,
`issue-stalled-review-decision-routes`, `review-path-recovery`,
`recovery-observability`, and related route/liveness tests (run by CI).
- A designer reviewed the UI at 390px and desktop in light and dark
themes on both the issue-page panel and the /decisions card. The stalled
action row stacks cleanly at phone width with no overlap and keeps the
horizontal row on desktop.
## Risks
- **Migration:** adds migration `0200` (next after master `0199`, no
renumber). It extends the agent-wakeup-requests schema and is additive.
- **Behavioral shift:** `in_review -> todo` now dispatches a wake. This
is intended (resume intent) and covered by tests.
- **Authz:** the inline decision routes are permission-gated. Only a
permitted responder sees and can trigger the actions.
- Overall risk is moderate and contained to the review and attention
loop.
## Model Used
- Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] 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>
## Thinking Path
> - Paperclip is the open source control plane people use to organize,
govern, and understand AI-agent work
> - Operators need concise, current status views across projects and
execution workspaces without manually reading every issue and run
> - Paperclip already has auditable issues, documents, built-in agents,
routines, and live run events, but no first-class summary-slot workflow
connecting those systems
> - A built-in Summarizer can generate status prose through ordinary
governed tasks while summary slots provide stable, revisioned
destinations for that output
> - The UI needs to show current summaries, generation progress,
failures, revisions, and streaming draft status in the places operators
already work
> - This pull request adds the end-to-end summary-slot data, API, agent,
orchestration, and UI surfaces behind an experimental setting
> - The benefit is decision-oriented status context that remains
company-scoped, auditable, retryable, and inexpensive by default
## Linked Issues or Issue Description
No public GitHub issue exists for this feature.
**Problem**
Operators currently have to reconstruct project and workspace status by
reading many issues, runs, and comments. This makes it hard to identify
decisions, review queues, recent work, and the next event worth
watching.
**Proposed capability**
Add an experimental summary system with revisioned summary slots for
projects and workspaces, a paused-by-default built-in Summarizer agent,
governed generation tasks, live draft status, and reusable UI cards.
**Expected behavior**
- Summary data remains company-scoped and revisions remain auditable.
- Generation runs through normal issue/agent orchestration and
deduplicates active requests.
- Only the linked built-in Summarizer generation task can author a slot
revision.
- Operators can generate, retry, inspect revisions, and follow draft
progress from project and workspace views.
- The feature remains opt-in and background generation remains paused by
default.
## What Changed
- Added summary-slot schema, idempotent migrations, shared contracts,
validators, API paths, and service tests.
- Added company-scoped summary-slot routes for reading revisions,
requesting generation, and guarded Summarizer writes with activity
logging.
- Added terminal generation finalization, failure reasons, assignment
wakeups, and orchestration integration.
- Added the paused-by-default built-in Summarizer bundle, low-cost
runtime defaults, status-summarization skill, and stale-summary routine.
- Added summary cards, revision selection, retry/configuration states,
live draft streaming, transcript chunk handling, and project/workspace
integrations.
- Updated Claude local parsing for streamed status output and expanded
server, adapter, shared, database, catalog, and UI coverage.
## Verification
- `pnpm -r typecheck`
- `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts
packages/shared/src/summary-slot.test.ts
server/src/__tests__/summary-slot-routes.test.ts
server/src/__tests__/summary-slots.test.ts
server/src/__tests__/built-in-agents.test.ts
ui/src/components/SummarySlotCard.test.tsx
ui/src/components/SummarySlotCard.status.test.tsx
ui/src/components/useSummaryDraftStream.test.tsx
ui/src/lib/summary-draft-stream.test.ts
ui/src/lib/run-log-chunks.test.ts
ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed
- `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test
was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`,
and passed when those host credentials were removed
- `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with
inherited AWS credential variables removed — 8 tests passed
- `pnpm build`
- `pnpm check:token-gates` currently reports nine `#9627` comment
references introduced by current `master`; none are in this PR diff
## Risks
- Database risk is limited by incrementally ordered, idempotent
migrations and migration safety checks.
- Summary generation creates normal issues/runs, so misconfiguration can
produce failed slots; the UI exposes retryable failure reasons and agent
configuration entry points.
- Streaming draft parsing depends on the documented `STATUS:` protocol;
final persisted revisions remain the source of truth.
- The feature is experimental, opt-in, and its built-in routine is
paused with no background token spend by default.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
- OpenAI GPT-5.3 Codex with reasoning, repository tool use, code
execution, GitHub CLI, and Paperclip control-plane integration. Earlier
branch commits also record Claude model co-authorship where applicable.
## 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>
## Thinking Path
> - Paperclip is the open source control plane people use to organize
and govern AI-agent companies
> - Company skills are durable resources that users browse, import,
assign, and maintain over time
> - A flat skill list plus tags does not provide a stable location or
hierarchy for personal, company, project-imported, and bundled skills
> - Folder paths need to be canonical, company-scoped, safe to move, and
preserved across re-imports without changing skill IDs
> - The `/skills` UI also needs traversal, breadcrumbs, move/create
flows, and a dedicated My Skills namespace that work on desktop and
mobile
> - This pull request adds the folder data model and APIs, reserved-root
lifecycle, project import behavior, and the folder-first skills
experience
> - The benefit is a predictable filesystem-like organization model
while tags remain available for cross-cutting classification
## Linked Issues or Issue Description
Refs #9619 — the reviewed folder foundation was intentionally closed and
folded into this combined feature PR.
Refs #9026 — earlier flat-folder attempt superseded by this integrated
implementation.
Refs #3281 — related skill organization proposal; this PR uses canonical
persisted folders rather than deriving groups from skill keys, and does
not add hidden-skill behavior.
**Feature request**
- **Problem:** Skills currently lack a canonical hierarchical location,
making personal skills, project imports, bundled skills, and
company-authored skills difficult to traverse and manage at scale.
- **Proposed behavior:** Add nested company-scoped folders with stable
paths, reserved My/Projects/Bundled roots, subtree queries, safe
move/create operations, and a folder-first `/skills` library UI.
- **Import behavior:** New project scans file skills under
`projects/<project-slug>`; later imports update content without
overriding a user-selected folder.
- **Alternatives considered:** Tags alone remain useful for
cross-cutting classification, but they do not provide canonical
location, nesting, reserved namespaces, or stable import placement.
- **Roadmap alignment:** Extends the completed Skills Manager and
Scheduled Routines capabilities without duplicating an active roadmap
item.
## What Changed
- Adds `folders` persistence for routine and skill folders, nested
canonical paths, parent/slug/system-key fields, migration backfills, and
reapply-safe migrations `0174`–`0175` after current master migrations.
- Adds company-scoped folder CRUD, cycle/depth/namespace validation,
reserved My/Projects/Bundled lifecycle, item moves, subtree filtering,
and folder paths on skill results.
- Preserves project-import placement: first import files into the
project folder, while re-import keeps user-owned placement and stable
skill IDs.
- Adds the `/skills` folder tree rail, tags facet, breadcrumbs,
subfolder browser, move/new-folder dialog, canonical detail location,
inline tag editing, and folder-aware Studio creation.
- Keeps bundled skills read-only even when their source metadata is
incomplete by detecting the reserved Bundled folder and hiding
selection/move actions.
- Extends routine folder UI and OpenAPI coverage, and adds regression
tests across migrations, services, routes, tree helpers, pages, and
Studio creation.
## Verification
- `pnpm exec vitest run
packages/db/src/nested-skill-folders-migration.test.ts
server/src/__tests__/folders-routes.test.ts
server/src/__tests__/folders-service.test.ts
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/routines-service.test.ts
ui/src/components/folders/FolderControls.test.tsx
ui/src/components/folders/SkillFolderTree.test.tsx
ui/src/components/folders/skill-folder-tree.test.ts
ui/src/pages/CompanySkills.test.tsx ui/src/pages/Routines.test.tsx
ui/src/pages/SkillStudio.test.tsx
ui/src/lib/company-skill-routes.test.ts ui/src/lib/skill-create.test.ts`
— 13 files, 192 tests passed.
- `pnpm exec vitest run ui/src/pages/CompanySkills.test.tsx
ui/src/components/folders/SkillFolderTree.test.tsx` — 2 files, 20 tests
passed after preserving the existing PR's bundled-skill fixes.
- `pnpm -r typecheck` — passed for all workspace packages.
- `pnpm test:run` — passed in an isolated CI-like environment with
inherited Paperclip runtime identity and static AWS credential variables
removed.
- `pnpm build` — production build passed for all workspace packages.
- Greptile iteration 2 — 5/5 confidence with zero unresolved threads on
commit `ff2d67aa71`.
- Latest-head GitHub checks — all success, neutral, or skipped; PR is
mergeable with a clean merge state.
- `pnpm check:token-gates` — reports nine existing `#9627` comment false
positives already present on `master`; this PR introduces no new token
violation.
## Risks
- **Migration/backfill:** `0174` creates the foundation and `0175` adds
nested/reserved semantics. Both are ordered after current master
migration `0173`, are covered by numbering/safety checks, and are
designed to be reapply-safe.
- **Reserved namespaces:** My, Projects, and Bundled roots are
service-managed. Regression coverage prevents namespace squatting,
cross-company folder use, bundled writes, cycles, and excessive depth.
- **Behavioral change:** Project scans choose a project folder only on
initial creation; existing skills deliberately retain their current
folder during refresh.
- **UI scope:** The folder rail applies to the Installed library;
Catalog retains the discovery-oriented category sidebar.
> 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-5.5` in Codex CLI, medium reasoning mode; runtime did not
expose a context-window value. Used repository/file tools, terminal
execution, Git/GitHub operations, test execution, and code editing.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - Governed MCP access spans contracts, runtime enforcement, adapters,
UI surfaces, and operator verification
> - The parity reference PR #9534 is too large for effective automated
or human review
> - The feature therefore needs a linear stack whose individual diffs
stay below the 100-file review limit
> - This pull request is split 2/8 and focuses on database schema and
shared governance contracts
> - The benefit is a standalone, testable review boundary while
preserving byte-for-byte parity at the top of the stack
## Linked Issues or Issue Description
- Related parity reference: #9534
- Problem: The governed access model needs additive persistence and
synchronized shared types before server enforcement can compile.
- Proposed solution: Adds migrations 0148–0169, tool-access and Smoke
Lab schema, shared types/validators/gallery helpers, and the minimal
compile-required contract consumers identified by boundary testing.
- Alternatives considered: keeping #9534 as one 403-file review, or
rewriting the feature to manufacture seams; both were rejected in favor
of path extraction plus compile-driven boundary moves.
- Roadmap alignment: this advances the existing governed MCP/tool-access
work already represented by #9534; it does not introduce a separate
roadmap initiative.
- Stack position: base branch is `pap10341-split/01-demo-servers`.
- Merge policy: merge bottom-up, in order, only after the complete
eight-PR stack has been reviewed and the top-of-stack parity gate
remains empty.
- Requested review: QA for migrations/validators; Greptile on every PR.
## What Changed
- Adds migrations 0148–0169, tool-access and Smoke Lab schema, shared
types/validators/gallery helpers, and the minimal compile-required
contract consumers identified by boundary testing.
- Keeps this PR below 100 changed files and independently typecheckable.
- Preserves the final tree from #9534 when combined with the other seven
stack levels.
## Verification
- `pnpm typecheck` — passed, including migration numbering and safety
checks
- `pnpm --filter @paperclipai/db test` — passed
- `pnpm --filter @paperclipai/shared test` — passed
## Risks
- Migration or contract mistakes could affect every upper layer; all
migrations are additive/idempotent and compile consumers are included in
this boundary.
- Stack risk: merging out of order can expose incomplete layers;
mitigate by following the documented bottom-up merge policy.
- Parity risk: later edits to an intermediate branch can drift from
#9534; mitigate by re-running the empty top-of-stack diff before merge.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
- OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context
window; medium reasoning with repository, shell, Git, GitHub CLI, and
code-execution tools 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] Internal references are omitted except the execution-plan link
explicitly required for this coordinated split stack
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
## Stack Coordination
- Internal execution plan:
[PAP-13874](/PAP/issues/PAP-13874#document-plan)
- Parity reference: #9534
- Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563
- Merge bottom-up only after full-stack review and an empty parity diff
at #9563.
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip manages AI agents that each have an associated execution
environment (local, Kubernetes, etc.)
> - Instance administrators can create and delete environments;
currently the DELETE endpoint has no protection against deleting managed
or in-use environments
> - Deleting the managed local environment or the instance-default
environment would break all agents using those environments with no path
to recovery
> - The endpoint also suffered a TOCTOU race: a check-then-delete
pattern allowed the managed-local or default guard to pass if the
environment's role changed between the read and the delete
> - This pull request adds a blast-radius read endpoint so admins can
preview impact, hard-blocks the dangerous deletes atomically, cleans up
all dependent references after a valid delete, and fixes a concurrent
creation race in ensureLocalEnvironment
## Linked Issues or Issue Description
Fixes#9251
## What Changed
- **New endpoint** `GET /api/environments/:id/delete-blast-radius`
(instance-admin gated): returns reference counts (agent defaults,
workspace selections, issue selections, project selections, secret
bindings, active leases, active setup sessions) and blocking reasons —
no config, env-var values, or secret data returned.
- **Atomic delete guard** `environmentService.removeIfDeletable(id)`:
performs the DELETE with an inline `WHERE driver != 'local' AND NOT
EXISTS (instanceSettings where defaultEnvironmentId = id)` predicate,
eliminating the TOCTOU race between the app-level check and the DB
write.
- **Route hardening**: `DELETE /environments/:id` now calls
`getDeleteBlastRadius` first (app-level check + logging), then calls
`removeIfDeletable` (atomic guard). If the atomic guard returns null the
route fetches a fresh blast-radius snapshot and rejects with a 409
Conflict carrying `deleteBlockedReasons`.
- **Reference cleanup on valid delete**: after a successful delete, the
route clears environment selections on all company execution workspaces,
issues, and projects; syncs env-var secret bindings to `{}` (removing
bindings for the deleted environment); syncs config secret refs to `[]`
for the environment target; and removes the SSH private-key secret if
one was stored.
- **Race fix in `ensureLocalEnvironment`**: the insert-or-nothing path
now catches a `environments_name_idx` unique-constraint violation and
falls through to the existing SELECT, treating the name conflict as
idempotent.
- **Shared types**: `EnvironmentDeleteBlastRadius` and
`EnvironmentDeleteBlockedReason` exported from `@paperclipai/shared`.
- **OpenAPI**: registers the new blast-radius endpoint; updates the
delete-environment response schema to document 403/404/409.
- **Tests**: 56 existing environment-route and service tests continue to
pass; new service-level regression tests assert the atomic guard rejects
`local`-driver environments and instance-default environments and
succeeds for deletable ones.
## Verification
```
corepack pnpm exec vitest run \
server/src/__tests__/environment-routes.test.ts \
server/src/__tests__/environment-service.test.ts
# 56 tests, all passing
corepack pnpm --filter @paperclipai/shared typecheck
node scripts/ensure-plugin-build-deps.mjs
cd server && ../node_modules/.bin/tsc --noEmit
```
## Risks
- **Blast-radius endpoint auth**: guarded by
`assertCanAccessInstanceEnvironments`, the same gate as the existing
environment-list and delete routes. Non-admin callers receive 401/403
before any data is returned.
- **Atomic guard may reject a delete that the app-level check passed**:
this is intentional — it means the environment became protected between
the read and the write. The caller receives a fresh blast-radius
snapshot explaining why.
- **Secret cleanup ordering**: cleanup runs after the atomic DELETE
succeeds, in parallel across companies. If cleanup partially fails the
environment row is already gone; partial-cleanup state is recoverable by
re-running the sync operations. Risk: low — these are idempotent
upsert/sync operations.
- **ensureLocalEnvironment race fix**: swapping a unique-constraint
error for an idempotent SELECT adds one extra query on the conflict
path. This path is rare (only fires during concurrent boot) and is
significantly safer than the previous behavior.
- **No migration**: all changes are application-level; no schema changes
required.
## Model Used
- Provider: Anthropic
- Model: claude-sonnet-4-6 (Claude Sonnet 4.6)
- Context window: 200k tokens
- Mode: agentic tool use via Paperclip agent system (Claude Code)
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `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
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Priya Raman <priya.raman@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Harold Kim <harold.kim@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs often need provider credentials, API tokens, and other
environment-bound secrets.
> - Company-level secrets work for shared credentials, but they do not
model values that should differ by human operator.
> - Without a user-scoped model, a run can dispatch without knowing
whether the responsible human has supplied the needed value.
> - Paperclip also needs run attribution to make those user-scoped
runtime checks deterministic and auditable.
> - This pull request adds user-specific secret definitions, per-user
values, environment bindings, responsible-user attribution, and runtime
resolution gates.
> - The benefit is that teams can define the secret once, let each user
provide their own value, and block runs before dispatch when required
user secrets or active definitions are unavailable.
## Linked Issues or Issue Description
Refs #224
Refs #6057
This PR implements user-specific secret support as a core
secret-management capability rather than a one-off adapter setting. It
is related to existing public work on company secrets UI and runtime
secret refs, but is distinct because the value is owned by the
responsible user and resolved at run dispatch time.
Related PR search before opening found existing secrets work such as
#1550, #8256, #8614, #8634, and #8647; none of those add the full
user-secret definition/value/runtime gate covered here.
## What Changed
- Added user-secret definitions and per-user "My secrets" values,
keeping stored values out of access metadata.
- Added `user_secret_ref` environment bindings and UI affordances to
pick them alongside existing secret refs.
- Added responsible-user runtime resolution so user-secret refs resolve
against the human responsible for the run.
- Added pre-dispatch missing-secret gates so runs fail before adapter
dispatch when required user values are absent or definitions are
inactive.
- Added low-trust allowlist hardening for user-secret runtime access.
- Added issue, routine, run, and agent API key responsible-user
attribution and fail-closed dispatch behavior when attribution cannot be
resolved.
- Added denial-copy mapping so responsible-user authorization failures
surface as actionable run outcomes instead of opaque setup failures.
- Added OpenAPI documentation for the user-secret routes.
- Rebases cleanly on current `master`; migrations were renumbered
incrementally as `0128_user_specific_secrets`,
`0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant` after upstream `0126`/`0127`
migrations.
- Removed previously committed local design screenshots so the PR
contains code/docs/tests only.
## Verification
- PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on
`paperclipai/paperclip:master`.
- PASS: `git diff --check`
- PASS: `git diff --name-only public/master...HEAD | rg
'^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true`
produced no files.
- PASS: migration journal audit confirmed unique indexes through `130`
with tail entries `0126_issue_comment_derived_attribution`,
`0127_environment_custom_images_instance_scoped`,
`0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant`.
- PASS: `pnpm --filter @paperclipai/ui typecheck`
- PASS: `pnpm --filter @paperclipai/server typecheck`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-active-run-output-watchdog.test.ts
src/__tests__/heartbeat-stale-queue-invalidation.test.ts
src/__tests__/heartbeat-workspace-finalize-branch.test.ts
src/__tests__/issue-monitor-scheduler.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-comment-wake-batching.test.ts
src/__tests__/heartbeat-retry-scheduling.test.ts
src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
src/__tests__/heartbeat-plugin-environment.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/low-trust-red-team-routes.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/secrets-service.test.ts` (55 tests)
- PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts` (89 tests after final
Greptile cleanup fixes)
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests
after the final rebase CI fix)
- PASS: focused server Vitest batches covering heartbeat recovery,
project env, plugin env, routines, low-trust, pipelines, monitors,
watchdog, and stale queue paths.
- PASS: GitHub checks are green on
`2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck +
Release Registry, Build, General tests, serialized server suites, e2e,
Canary Dry Run, verify, security checks, and Greptile Review.
- PASS: Greptile Review completed successfully on
`2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5,
and GraphQL review-thread audit returned zero unresolved non-outdated
threads.
## Risks
- Runtime behavior now depends on a run having a correct responsible
user; missing or incorrect responsibility assignment can block runs
before adapter dispatch.
- `user_secret_ref` bindings intentionally expose metadata without
values, but UI/API callers may need to handle the new binding kind
explicitly.
- External secret providers and IAM policies are not automatically
provisioned by this PR; operators still need to configure provider-side
access for non-local vaults.
- The PR is broad across db/shared/server/UI/runtime paths, so release
validation should include both API and UI secret workflows before merge.
- The migration renumbering is intentionally incremental after upstream
migrations; the branch migrations use guarded
column/table/index/constraint creation so users who tested the older
draft numbering should not hit duplicate DDL for the existing objects.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
OpenAI Codex, GPT-5-based coding agent (`gpt-5`), Codex local adapter
with shell/tool use and code execution. Context window and internal
reasoning mode are not exposed by the runtime.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Environment sandboxes already support custom image creation and
refresh through a temporary SSH setup session.
> - The existing workflow makes operators copy an SSH command into an
external terminal before they can install packages or make image
changes.
> - That extra context switch is slower, easier to get wrong, and less
integrated with the setup session Paperclip already tracks.
> - This pull request adds an embedded browser SSH terminal for custom
image setup, so operators can start working in the target sandbox
directly from the environment configuration flow.
> - The implementation uses short-lived websocket attachment tokens,
session-lifetime SSH host-key pinning, and server-managed terminal
cleanup so the feature fits the existing setup-session boundary.
> - The benefit is a smoother custom image creation and refresh
experience without asking users to leave Paperclip for routine sandbox
setup work.
## Linked Issues or Issue Description
No public GitHub issue exists.
### Subsystem affected
Cross-cutting: `server/` custom image setup APIs and websocket handling,
`ui/` environment configuration UI, and shared custom image contracts.
### Problem or motivation
Custom image creation and refresh require an operator to open a separate
SSH client, paste the command shown by Paperclip, perform setup work,
then return to the browser to finish the image flow. This is functional
but awkward for a setup process that already starts and tracks a
temporary sandbox session.
### Proposed solution
Embed an SSH terminal in the custom image setup UI. When a setup session
exposes an SSH payload, Paperclip should open a browser terminal backed
by a server-side websocket session, let the operator run setup commands
in-place, and then close the terminal when setup is finished, cancelled,
expired, or disconnected.
### Alternatives considered
- Keep the existing copy/paste SSH command workflow. This remains a
fallback, but it does not streamline the common path.
- Put SSH credentials directly into websocket URLs. This was avoided so
terminal authentication can happen in an explicit first websocket auth
frame rather than in logged URLs.
- Trust the SSH host blindly for every reconnect. This PR instead pins
the observed host-key fingerprint for the setup-session lifetime.
### Roadmap alignment
This fits the roadmap theme of making agent workspaces usable in more
remote and sandboxed environments while preserving Paperclip's
control-plane model.
### Additional context
Public GitHub search did not find a duplicate issue or PR for `custom
image terminal ssh` in `paperclipai/paperclip`.
## What Changed
- Added server-side terminal session tracking for custom image setup
sessions, including connect-token issuance, websocket attachment,
expiry, resize, input, and shutdown handling.
- Added an embedded browser terminal to the custom image creation and
refresh flow when a setup session provides SSH connection details.
- Moved terminal token authentication out of the websocket URL and into
the first websocket JSON auth frame.
- Added SSH host-key SHA-256 pinning for each terminal session and
documented the provider convention for username-embedded SSH
credentials.
- Updated the custom image environment API and UI so the setup terminal
can open, reconnect, show status, authenticate, resize, and remain
active for the setup-session lifetime once attached.
- Kept custom image setup routes company-scoped and closed active
terminal sessions on setup finish/cancel.
- Added focused unit/integration/UI coverage for token expiry,
setup-session expiry, websocket close paths, host-key pinning, and
terminal session lifecycle behavior.
- Removed the generated lockfile delta from the PR; CI owns temporary
lockfile regeneration for manifest-changing PRs.
## Verification
- `pnpm exec vitest run
server/src/__tests__/server-startup-feedback-export.test.ts
server/src/__tests__/environment-custom-image-terminal-ws.test.ts
server/src/services/environment-custom-image-terminal-sessions.test.ts
server/src/__tests__/environment-custom-image-routes.test.ts
packages/shared/src/environment-custom-images.test.ts
ui/src/pages/CompanyEnvironments.test.tsx`
- 6 test files passed
- 58 tests passed
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server build`
- `pnpm --filter @paperclipai/ui build`
- `pnpm run typecheck:build-gaps`
- `git diff --check`
- Local sensitive-content scan over the PR diff using patterns for API
keys, private keys, private hostnames, local paths, token fields, and
credential-like strings.
- Findings were limited to removed URL-token code and synthetic test
placeholders such as `ssh-token-secret` and
`terminal-token-terminal-token-123456`.
- No real credentials, private hostnames, local filesystem paths, or
instance-local links were found.
- Remote PR checks were green after the implementation commit, including
Build, Typecheck + Release Registry, General tests, serialized server
suites, e2e, verify, Socket, Snyk, Superagent, and Greptile 5/5.
- Post-merge PR hardening on July 3, 2026: merged `origin/master` at
`47448721e` into the branch, resolved the `CompanyEnvironments.tsx`
import conflict, reran focused tests, server/UI typechecks, server/UI
builds, `pnpm run typecheck:build-gaps`, and `git diff --check`, scanned
the final diff for sensitive content, pushed `4b43558cc`, and confirmed
all remote checks plus Greptile 5/5 were green.
- PR metadata correction on July 3, 2026: changed the title/body framing
from bug-fix language to feature-request language. No source files
changed for this metadata-only update.
## Risks
- Moderate surface area because this adds websocket routing,
setup-session runtime state, package dependencies, and a new custom
image UI path.
- New websocket attachments still require valid short-lived tokens;
established terminal sessions remain bounded by setup-session expiry,
explicit finish/cancel, client close, or server shutdown.
- The terminal-session store is in-memory, so active terminal websocket
tokens and host-key pins do not survive server restarts.
- SSH host-key verification uses session-lifetime TOFU pinning because
the current provider payload does not expose a trusted host-key
fingerprint.
- The external SSH command remains important as a fallback if a browser,
proxy, or network environment cannot sustain the websocket terminal.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
OpenAI Codex, GPT-5 coding agent with shell/tool execution. Context
window size was not exposed in this 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
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - A growing part of that work runs in sandboxed environments rather
than on the operator's local machine.
> - Today sandbox providers can start fresh workspaces and run probes,
but they do not have a shared contract for capturing and reusing
prepared sandbox state.
> - Operators need a way to set up tools, credentials, and project
dependencies once, then reuse that prepared image for later agent runs.
> - This pull request adds reusable sandbox custom images across the
provider contract, server runtime, and board UI.
> - It also keeps probes and sandbox copy flows aligned with
pre-authenticated/custom-image environments.
> - The benefit is faster, more reliable sandbox runs without repeatedly
rebuilding the same environment setup.
## Linked Issues or Issue Description
No public GitHub issue was found for this change. Inline feature request
follows.
### Problem or motivation
Sandboxed agents need reusable prepared runtime state so repeated runs
do not require manual setup every time. Operators often need system
packages, CLIs, SDKs, dependency caches, credentials, and project
tooling available before an agent can work productively.
### Proposed solution
Add a provider-level custom-image capability, server-side setup/capture
lifecycle, Daytona/fake provider support, and board UI controls for
creating, testing, selecting, and deleting custom images.
### Alternatives considered
Leaving this as provider-specific setup outside Paperclip would keep the
control plane blind to image state and would not give agents consistent
environment metadata. Re-running setup commands for every lease is
simpler, but slower and less reliable for interactive or credentialed
setup.
### Roadmap alignment
Checked `ROADMAP.md`; this aligns with the Cloud / Sandbox agents
roadmap area and does not duplicate any related public issue or PR found
by search.
Additional context:
- Subsystem affected: cross-cutting (`packages/db`, `packages/shared`,
`packages/plugins`, `server`, `ui`).
- Duplicate search: searched GitHub for `sandbox custom image` and
`sandbox template environment`; no related public issues or PRs were
found.
## What Changed
- Added custom-image shared types, validators, constants, API paths, and
database schema/migration.
- Added server services/routes for custom-image templates and setup
sessions, including runtime cleanup and provider metadata handling.
- Extended plugin/sandbox provider capabilities for interactive setup,
template capture, and template deletion.
- Implemented custom-image support in the fake sandbox provider and
Daytona provider.
- Updated environment runtime/config handling so active custom images
flow into leases, probes, and agent execution.
- Added board UI controls and API client support for custom-image setup,
capture, selection, status, and error states.
- Hardened sandbox copy/probe behavior for insecure clipboard contexts
and pre-authenticated sandbox images.
- Added targeted coverage across shared validators, DB schema, server
routes/services, provider plugins, adapter probes, and UI flows.
## Verification
- `pnpm install --frozen-lockfile --ignore-scripts`
- `pnpm vitest run
packages/adapters/claude-local/src/server/test.probe.test.ts
packages/adapters/claude-local/src/server/test.ts
packages/adapters/codex-local/src/server/test.remote.test.ts
packages/adapters/codex-local/src/server/test.ts`
- `pnpm --filter @paperclipai/adapter-claude-local typecheck`
- `pnpm --filter @paperclipai/adapter-codex-local typecheck`
- `pnpm vitest run
packages/db/src/environment-custom-images-schema.test.ts
packages/shared/src/environment-custom-images.test.ts
packages/shared/src/validators/plugin.test.ts
server/src/__tests__/environment-custom-images-service.test.ts
server/src/__tests__/workspace-runtime.test.ts
packages/plugins/sandbox-providers/daytona/src/plugin.test.ts
ui/src/pages/CompanyEnvironments.test.tsx
ui/src/pages/CompanySettings.test.tsx`
- `pnpm -r typecheck`
- `pnpm build`
- `rm -rf packages/db/dist && pnpm test:run`
- Public-safety scan of the final diff found no internal Paperclip issue
links, private instance URLs, or real secret patterns.
## Risks
- Adds a database migration and new environment runtime tables, so
migration ordering and rollback need care.
- Provider implementations may differ in how reliably they can
capture/delete images; unsupported providers surface capability-gated UI
states.
- Custom-image state can contain operator-prepared tooling and
credentials inside the provider image, so providers must enforce their
own access controls and cleanup semantics.
- Broad surface area across shared contracts, server runtime, plugins,
adapters, and UI means CI and Greptile review should be watched closely.
> 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 (`gpt-5`) via Codex CLI with tool use and code execution.
Assisted with branch cleanup, conflict resolution, local verification,
and PR preparation. Earlier branch implementation work was assisted by
Paperclip-managed Claude/Codex 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/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task lifecycle and recovery subsystems decide when agent work is
still productive, stalled, or ready for review.
> - Existing recovery paths can observe stopped or incomplete work, but
there was no first-class per-task watchdog model with scoped review
permissions.
> - Watchdog follow-ups also need strict boundaries so
recovery/status-only runs cannot mutate approvals or perform deliverable
work.
> - This pull request adds the task watchdog data model, API/service
layer, scheduler/review flow, adapter wake context, UI configuration
surfaces, and docs.
> - The branch has been rebased onto current `paperclipai/paperclip`
`master`; the watchdog migration is now ordered after master's latest
migrations as `0104_issue_watchdogs`.
> - The benefit is a more explicit task-review loop that preserves
Paperclip's single-assignee and governance invariants while making
stalled work easier to route.
## Linked Issues or Issue Description
No linked GitHub issue. Paperclip task:
[PAP-11275](/PAP/issues/PAP-11275).
## Problem or motivation
Task recovery needs a first-class watchdog path that can inspect stopped
work and create scoped follow-ups without bypassing normal task
ownership. Board/UI users need a way to configure watchdogs on tasks and
see watchdog-related live work. Recovery/status-only runs must remain
limited to status reporting and must not create approvals, link
approvals, or submit approval comments.
## Proposed solution
Add a task-watchdog data model, scheduler/classifier, scoped mutation
guard, adapter wake context, API/UI configuration surfaces, and
documentation so watchdog agents can review stopped task subtrees under
explicit boundaries.
## Alternatives considered
Reuse the existing recovery-action flow only. That would keep
stopped-work detection implicit, make per-task watchdog assignment
harder to expose in the UI, and would not provide a durable
scoped-review issue for stalled task trees.
## Roadmap alignment
This is Paperclip control-plane lifecycle infrastructure for task
execution and recovery. I checked `ROADMAP.md`; this PR does not
duplicate an existing planned core item.
## What Changed
- Added issue watchdog schema, migration, shared contracts, validators,
CRUD API, and service support.
- Added task watchdog scheduler/classifier behavior, scoped mutation
enforcement, adapter wake context, and default watchdog mandate
guidance.
- Added UI surfaces for configuring watchdogs on new/existing tasks,
viewing watchdog activity, and exposing the experimental setting.
- Added docs for the user-facing task watchdog workflow and
implementation semantics.
- Gated new-task watchdog setup behind `enableTaskWatchdogs` and blocked
cheap status-only recovery runs from approval mutations.
- Rebased onto current `master` and renumbered the idempotent watchdog
migration from the branch-local `0102_issue_watchdogs` slot to
`0104_issue_watchdogs`.
- Addressed Greptile feedback by loading watchdog classifier input with
a recursive subtree query and centralizing the watchdog origin-kind
constant.
- Added and updated focused server/UI tests for watchdog routes,
scheduler/classifier behavior, scope boundaries, live task visibility,
settings, and new issue dialog behavior.
## Verification
- `pnpm vitest run server/src/__tests__/task-watchdogs-scheduler.test.ts
server/src/__tests__/task-watchdogs-classifier.test.ts`
- `pnpm vitest run
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`
- `pnpm vitest run ui/src/components/NewIssueDialog.test.tsx`
- `pnpm --filter @paperclipai/server typecheck`
- `git diff --check`
- Verified the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows`.
## Risks
- Medium risk: this introduces a new task lifecycle surface touching DB
schema, server routes/services, adapter wake context, and UI task
configuration.
- Watchdog scheduling behavior depends on the new experimental setting
and runtime context checks behaving consistently across local and
production agents.
- The watchdog migration is idempotent (`IF NOT EXISTS` /
duplicate-object guards) so users who tried the previous branch-local
migration number should not get duplicate-object failures.
- CI and the second Greptile pass are pending after the latest
review-fix push.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
OpenAI Codex, GPT-5-class coding agent in the Paperclip workspace. Exact
runtime model id and context window were not exposed to the agent; tool
use and local command 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots — N/A per Paperclip task instruction: do not add
screenshots/images to this PR unless they are specifically part of the
work.
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
## Thinking Path
> - Paperclip orchestrates AI-agent companies through company-scoped
issues, projects, agents, and board-visible workflows.
> - The board sidebar and project list are the daily navigation surface
for that control plane.
> - Users need to keep all projects and agents accessible while hiding
resources they have intentionally left from their own sidebar.
> - That requires user-scoped resource membership state backed by
company-scoped API and database contracts.
> - The branch also needed to preserve HTTP worktree login sessions and
keep the project list easier to scan after membership grouping.
> - This pull request adds resource membership controls, sidebar leave
actions, grouped/sortable project listings, and focused tests.
> - The benefit is a cleaner personal workspace view without weakening
company-scoped access to the underlying project or agent detail pages.
## What Changed
- Added `project_memberships` and `agent_memberships` tables with
API/shared/server contracts for current-user join/leave state.
- Renumbered the membership migration to `0090_resource_memberships`
after rebasing onto current `master`, and made it idempotent for anyone
who had applied the old branch-local `0087` migration.
- Added project and agent sidebar leave actions, plus list filtering
that waits for membership state before hiding resources.
- Added grouped project listing, project sorting controls, and reserved
row subtitle height for cleaner scanning.
- Fixed HTTP auth cookie security handling so HTTP worktree sessions can
persist.
- Updated focused server and UI tests for the new membership, sidebar,
project list, and auth behavior.
## Verification
- `pnpm exec vitest run server/src/__tests__/better-auth.test.ts
server/src/__tests__/resource-memberships-routes.test.ts
ui/src/pages/Projects.test.tsx
ui/src/components/SidebarProjects.test.tsx
ui/src/components/SidebarAgents.test.tsx
ui/src/components/MembershipAction.test.tsx
ui/src/components/EntityRow.test.tsx`
- Confirmed the branch is rebased on current `origin/master`.
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
## Risks
- Migration safety: low to medium. The migration now uses `IF NOT
EXISTS` / guarded constraints and is numbered after current master
migrations, but it should still get CI coverage against fresh databases.
- UI behavior: low. Left resources are hidden from sidebar only after
membership state loads; direct detail access remains available.
- Auth behavior: low. Cookie security is relaxed only for HTTP/private
local-style origins where secure cookies would prevent login
persistence.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
- OpenAI GPT-5 Codex coding agent, tool-enabled shell/git workflow,
context window not exposed by runtime.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
Screenshot note: no browser screenshots were captured in this heartbeat;
the UI changes are covered by focused component tests above.
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip orchestrates AI agents that need scoped, auditable access
to secrets
> - Hosted and external deployments need provider vault configuration
without exposing secret values in Paperclip metadata
> - AWS Secrets Manager vault setup previously required too much manual
operator knowledge
> - Provider vault discovery and removal belong together as an
independent secrets-management improvement
> - This pull request adds AWS provider vault discovery/prefill plus
vault removal flows
> - The benefit is a safer operator path for configuring external secret
storage before higher-level cloud workflows depend on it
## What Changed
- Added shared validators/types for AWS provider vault discovery
payloads and safe provider metadata.
- Implemented AWS provider vault discovery preview on the server.
- Added provider vault removal service/route behavior.
- Added Secrets page UI for discovery prefill, removal messaging, and
related rendering coverage.
- Added Storybook provider-vault fixtures and captured screenshots for
the new UX states.
## Verification
- `pnpm install --frozen-lockfile --ignore-scripts`
- `pnpm exec vitest run packages/shared/src/validators/secret.test.ts
server/src/__tests__/aws-secrets-manager-provider.test.ts
server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts
ui/src/pages/Secrets.render.test.tsx`
- Result: 4 files passed, 1 embedded Postgres-backed file skipped on
this host because local Postgres init was unavailable.
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Secrets.render.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- Storybook screenshot capture against `Product/Secrets` on
`http://127.0.0.1:60381/iframe.html?id=product-secrets--secrets-inventory&viewMode=story&globals=theme:dark`
## Screenshots
Provider vaults tab after this change:
AWS discovery candidate flow:
Provider vault removal confirmation:
## Risks
- Secret provider metadata handling must remain non-sensitive;
validators reject credential-bearing Vault URLs and sensitive AWS
discovery keys.
- AWS discovery depends on deployment credentials being configured
correctly outside Paperclip-managed company secrets.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
- OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use.
Exact hosted model ID and context-window size are not exposed by the
local Paperclip adapter runtime.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip orchestrates AI-agent companies and needs secrets handling
to work across local development, hosted operators, and governed agent
execution.
> - The affected subsystem is the company-scoped secrets control plane:
database schema, server services/routes, CLI workflows, and the Secrets
settings UI.
> - The gap was that secrets were local-only and operators could not
manage provider vaults or import existing remote references without
exposing plaintext.
> - This branch adds provider vault configuration plus an AWS Secrets
Manager remote-import path while preserving company boundaries, binding
context, and audit trails.
> - I kept the PR to a single branch PR, removed unrelated
lockfile/package drift, rebased the full branch onto the current
`public-gh/master`, and addressed fresh Greptile findings.
> - The benefit is a reviewable implementation of provider-backed
secrets with focused tests covering provider selection, import
conflicts, deleted secret reuse, rotation guards, and AWS signing
behavior.
## What Changed
- Added provider vault support for company secrets, including provider
config storage, default vault handling, health checks, binding usage,
access events, and remote import preview/commit.
- Added an AWS Secrets Manager provider using SigV4 request signing,
bounded request timeouts, namespace guardrails, cached runtime
credential resolution, and external-reference linking without plaintext
reads.
- Added Secrets UI surfaces for vault management and remote import, plus
CLI/API documentation for setup and operations.
- Stabilized routine webhook secret binding paths and SSH
environment-driver fixture bindings discovered during verification.
- Addressed Greptile and CI findings: no lockfile/package drift,
monotonic migration metadata, disabled-vault default races, soft-deleted
secret hiding/recreate behavior, remove behavior with disabled vaults,
soft-deleted external-reference re-import, non-active rotation guards,
managed-secret soft deletion through PATCH, and per-call AWS SDK
credential client churn.
- Rebased this branch onto `public-gh/master` at `0e1a5828` and
force-pushed with lease to keep this as the single PR for the branch.
## Verification
- `git fetch public-gh master`
- `git rebase public-gh/master`
- `git diff --name-only public-gh/master...HEAD | grep
'^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR
diff.
- Confirmed migration ordering: master ends at `0081_optimal_dormammu`;
this PR adds `0082_dry_vision` and
`0083_company_secret_provider_configs`.
- Inspected migrations for repeat safety: new tables/indexes use `IF NOT
EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column
additions use `ADD COLUMN IF NOT EXISTS`.
- `pnpm -r typecheck` passed before the Greptile follow-up commits.
- `pnpm test:run` ran the full stable Vitest path before the Greptile
follow-up commits; it completed with 3 timing-related failures under
parallel load: `codex-local-execute.test.ts`,
`cursor-local-execute.test.ts`, and `environment-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/codex-local-execute.test.ts
src/__tests__/cursor-local-execute.test.ts
src/__tests__/environment-service.test.ts` passed on targeted rerun
(`24/24`).
- `pnpm build` passed before the Greptile follow-up commits. Vite
reported existing chunk-size/dynamic-import warnings.
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts
src/__tests__/secrets-service.test.ts` passed (`39/39`).
- After Greptile follow-up commits: `pnpm --filter @paperclipai/server
typecheck` passed.
- Captured Storybook screenshots from `ui/storybook-static` for visual
review.
- Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites
1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review`
pass; aggregate `verify` is still registering the completed child
checks.
- Greptile review loop continued through the latest requested pass; all
Greptile review threads are resolved and the latest `Greptile Review`
check on `5ca3a5cf` passed with 0 comments added.
## Screenshots
Before: the provider-vault and remote-import surfaces did not exist on
`master`; these are after-state screenshots from the Storybook fixtures.
## Risks
- Migration risk: this adds new secret provider tables and extends
existing secret rows. The migrations were checked for monotonic ordering
and idempotent guards, but reviewers should still inspect upgrade
behavior carefully.
- Provider risk: AWS support uses direct SigV4 requests. Automated tests
cover signing, request timeouts, vault-config selection, namespace
guardrails, pending-version archival, sanitized provider errors, and
service-level cleanup paths. A real-vault AWS smoke test remains
deployment validation for an operator with AWS credentials rather than
an unverified merge blocker in this local branch.
- UI risk: the Secrets page and import dialog are large new surfaces;
screenshots are included above for reviewer inspection.
- Verification risk: the full local stable test command hit
parallel-load timing failures, although the exact failed files passed
when rerun directly.
- Operational risk: remote import intentionally avoids plaintext reads;
operators must understand that imported external references resolve at
runtime and may fail if AWS permissions change.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
- OpenAI Codex, GPT-5 coding agent with local shell/tool use in the
Paperclip worktree. Exact context-window size was not exposed by the
runtime.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies.
> - This branch extends the issue control-plane so board operators can
pause, cancel, and later restore whole issue subtrees while keeping
descendant execution and wake behavior coherent.
> - That required new hold state in the database, shared contracts,
server routes/services, and issue detail UI controls so subtree actions
are durable and auditable instead of ad hoc.
> - While this branch was in flight, `master` advanced with new
environment lifecycle work, including a new `0065_environments`
migration.
> - Before opening the PR, this branch had to be rebased onto
`paperclipai/paperclip:master` without losing the existing
subtree-control work or leaving conflicting migration numbering behind.
> - This pull request rebases the subtree pause/cancel/restore feature
cleanly onto current `master`, renumbers the hold migration to
`0066_issue_tree_holds`, and preserves the full branch diff in a single
PR.
> - The benefit is that reviewers get one clean, mergeable PR for the
subtree-control feature instead of stale branch history with migration
conflicts.
## What Changed
- Added durable issue subtree hold data structures, shared
API/types/validators, server routes/services, and UI flows for subtree
pause, cancel, and restore operations.
- Added server and UI coverage for subtree previewing, hold
creation/release, dependency-aware scheduling under holds, and issue
detail subtree controls.
- Rebased the branch onto current `paperclipai/paperclip:master` and
renumbered the branch migration from `0065_issue_tree_holds` to
`0066_issue_tree_holds` so it no longer conflicts with upstream
`0065_environments`.
- Added a small follow-up commit that makes restore requests return `200
OK` explicitly while keeping pause/cancel hold creation at `201
Created`, and updated the route test to match that contract.
## Verification
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `cd server && pnpm exec vitest run
src/__tests__/issue-tree-control-routes.test.ts
src/__tests__/issue-tree-control-service.test.ts
src/__tests__/issue-tree-control-service-unit.test.ts
src/__tests__/heartbeat-dependency-scheduling.test.ts`
- `cd ui && pnpm exec vitest run src/components/IssueChatThread.test.tsx
src/pages/IssueDetail.test.tsx`
## Risks
- This is a broad cross-layer change touching DB/schema, shared
contracts, server orchestration, and UI; regressions are most likely
around subtree status restoration or wake suppression/resume edge cases.
- The migration was renumbered during PR prep to avoid the new upstream
`0065_environments` conflict. Reviewers should confirm the final
`0066_issue_tree_holds` ordering is the only hold-related migration that
lands.
- The issue-tree restore endpoint now responds with `200` instead of
relying on implicit behavior, which is semantically better for a restore
operation but still changes an API detail that clients or tests could
have assumed.
> 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 coding agent in the Paperclip Codex runtime (GPT-5-class
tool-using coding model; exact deployment ID/context window is not
exposed inside this session).
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies
> - That operator experience depends not just on issue chat, but also on
how workspaces, inbox groups, and navigation state behave over
long-running sessions
> - The current branch included a separate cluster of workspace-runtime
controls, inbox grouping, sidebar ordering, and worktree lifecycle fixes
> - Those changes cross server, shared contracts, database state, and UI
navigation, but they still form one coherent operator workflow area
> - This pull request isolates the workspace/runtime and navigation
ergonomics work into one standalone branch
> - The benefit is better workspace recovery and navigation persistence
without forcing reviewers through the unrelated issue-detail/chat work
## What Changed
- Improved execution workspace and project workspace controls, request
wiring, layout, and JSON editor ergonomics
- Hardened linked worktree reuse/startup behavior and documented the
`worktree repair` flow for recovering linked worktrees safely
- Added inbox workspace grouping, mobile collapse, archive undo,
keyboard navigation, shared group-header styling, and persisted
collapsed-group behavior
- Added persistent sidebar order preferences with the supporting DB
migration, shared/server contracts, routes, services, hooks, and UI
integration
- Scoped issue-list preferences by context and added targeted UI/server
tests for workspace controls, inbox behavior, sidebar preferences, and
worktree validation
## Verification
- `pnpm vitest run
server/src/__tests__/sidebar-preferences-routes.test.ts
ui/src/pages/Inbox.test.tsx
ui/src/components/ProjectWorkspaceSummaryCard.test.tsx
ui/src/components/WorkspaceRuntimeControls.test.tsx
ui/src/api/workspace-runtime-control.test.ts`
- `server/src/__tests__/workspace-runtime.test.ts` was attempted, but
the embedded Postgres suite self-skipped/hung on this host after
reporting an init-script issue, so it is not counted as a local pass
here
## Risks
- Medium: this branch includes migration-backed preference storage plus
worktree/runtime behavior, so merge review should pay attention to state
persistence and worktree recovery semantics
- The sidebar preference migration is standalone, but it should still be
watched for conflicts if another migration lands first
## Model Used
- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution enabled
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
Add Better Auth, drizzle-orm, @dnd-kit, and remark-gfm dependencies.
Introduce DB schema for auth tables (user, session, account, verification),
company memberships, instance user roles, permission grants, invites, and
join requests. Add assigneeUserId to issues. Extend shared config schema
with deployment mode/exposure/auth settings, add access types and validators,
and wire up new API path constants.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Introduce company_secrets and company_secret_versions tables for
encrypted secret storage. Add EnvBinding discriminated union (plain vs
secret_ref) to replace raw string env values in adapter configs. Add
hiddenAt column to issues for soft-hiding. Improve migration system
with journal-ordered application and manual fallback when Drizzle
migrator can't reconcile history.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add AgentConfigRevision, CostByAgent, SidebarBadges types. Add createAgentHireSchema
with source issue linking and linkIssueApprovalSchema. Extend approval validator with
issueIds. Update cost summary to generic period naming. Add sidebar badges API path.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add new DB schemas: companies, agent_api_keys, approvals, cost_events,
heartbeat_runs, issue_comments. Add corresponding shared types and
validators. Update existing schemas (agents, goals, issues, projects)
with new fields for company association, budgets, and richer metadata.
Generate initial Drizzle migration. Update seed data.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Shared TypeScript types, Zod validators, API contract definitions,
and constants used by both server and UI. Covers agents, goals,
issues, projects, and activity entities.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Dotta
Nicky Leach
Devin Foley
Forgotten
