## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Remote MCP setup needs secure endpoint validation and durable
credentials.
> - PostHog needs both browser sign-in and personal API key setup paths.
> - This pull request adds the shared remote MCP foundation and the
PostHog definition.
> - The benefit is a secure and reusable base for later app connection
work.
## Linked Issues or Issue Description
Refs #11965
This is stack 1 of 11. It replaces the first reviewable part of #11965.
## What Changed
- Add guarded remote MCP setup and credential handling.
- Add PostHog OAuth and API key connection methods.
- Add focused server, shared contract, and UI coverage.
- Keep the migration replay-safe and idempotent.
- Give the late-close security regression the same 10-second CI headroom
as the adjacent real-timer handshake test.
- Synchronize fake-timer handshake tests at the exact ensure-session
boundary so real filesystem setup cannot race the fake deadline.
- Drive PTY overflow coverage only after listener registration so
scheduling cannot reorder the test fixture.
## Verification
- pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts
server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected
cases also passed five focused stress repetitions)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a
sandbox-provided value from a late close rejection into logs or the
result"` (1 passed)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never
promotes a late ensureSession resolution|closes a late-resolving real
handle exactly once"` (2 passed)
- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`
## Risks
- Remote endpoint validation can reject configurations that previously
passed without checks.
- OAuth configuration errors can block setup until the operator corrects
the provider settings.
- The migration uses guarded statements so repeated execution is safe.
- The test-only synchronization changes do not affect runtime behavior;
they remove filesystem/fake-clock and listener-registration races
observed under parallel CI load.
> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.
## Model Used
OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip runs across the CLI, server, adapters, plugins, CI, and
container images.
> - These surfaces declared different Node.js versions from 20 through
24.
> - A newer `@types/node` major can expose APIs that the supported
runtime does not provide.
> - Node.js 20 is no longer a suitable project baseline, and Node.js 24
is the current LTS line.
> - This pull request sets Node.js 24.11.0 as one repository-wide
baseline, adds a drift check, and gives users actionable startup
guidance when their runtime is too old.
> - The benefit is one clear runtime contract for development, release,
installation, and published packages.
## Linked Issues or Issue Description
Refs #2734
Refs #11727
Refs #739
## What Changed
- Require Node.js 24.11.0 or newer in all 42 package manifests and
runtime checks.
- Use Node.js 24 in GitHub Actions, Docker images, smoke images, sandbox
setup, portable installs, and esbuild targets.
- Align every direct `@types/node` declaration on `^24.0.0`.
- Prevent Dependabot from opening major `@types/node` upgrades without a
matching runtime decision.
- Add `.nvmrc` and a CI policy check for Node version drift.
- Update ACP version gates, tests, and user documentation for the new
minimum.
- Print a non-blocking warning on CLI and server startup when Node is
unsupported, with remediation through a version manager or the
documented downloaded `install.sh` workflow.
- Deduplicate that warning when `paperclipai run` boots the CLI and
server in the same process.
## Verification
- `node scripts/check-node-version-policy.mjs`
- `node --check scripts/check-node-version-policy.mjs`
- `node --check cli/esbuild.config.mjs`
- `node --check scripts/generate-npm-package-json.mjs`
- `bash -n scripts/install.sh scripts/test-install-sh-docker.sh
scripts/e2e-install-lifecycle.sh`
- Parsed all 42 package manifests and confirmed `engines.node` is
`>=24.11.0`.
- `git diff --check`
- `vitest run
packages/adapter-utils/src/sandbox-install-command.test.ts` passed with
3 tests.
- `vitest run cli/src/node-version.test.ts` passed with 4 tests.
- Directly exercised the shared warning helper for unsupported-version
messaging and same-process deduplication.
- The focused exe.dev suite could not resolve the locally unbuilt plugin
SDK from this isolated worktree. A full offline workspace install was
also blocked because the package-manager signature verifier requires
registry access. The full suite was not run locally; draft CI performs a
clean install and evaluates the wider impact.
## Risks
- This is a breaking runtime change for users, plugins, and deployments
that still use Node.js 20 or 22.
- Published workspace packages will now produce an engine warning or
failure in strict package managers on older Node.js releases.
- Node.js 24 can reveal dependency, native module, Playwright, or agent
CLI compatibility issues in CI.
- The bootstrap installer now installs Node.js 24 when the current
runtime is older than 24.11.0.
- The portable sandbox fallback is pinned to Node.js 24.11.0 and depends
on that upstream tarball remaining available.
- Unsupported runtimes continue booting after a warning, so a later
incompatibility can still fail at its point of use.
- The CLI and server share the warning policy through the published
`@paperclipai/shared` package; packaging checks must keep that subpath
export available.
- This PR does not commit `pnpm-lock.yaml` because repository policy
assigns lockfile generation to CI.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
- OpenAI Codex based on GPT-5. The exact deployment ID and context
window are not exposed in this session. Reasoning, repository tools,
shell execution, and GitHub tools were enabled.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip gives operators a summary for each workspace.
> - An execution workspace detail page used the parent project-workspace
summary slot.
> - Two execution workspaces under one project workspace could therefore
show the same summary.
> - This pull request gives each execution workspace its own summary
scope.
> - It also limits the summary snapshot and generated issue to that
execution workspace.
> - The benefit is that a new or parallel execution workspace cannot
inherit unrelated status.
## Linked Issues or Issue Description
**What happened?**
An execution workspace detail page read and refreshed the summary slot
for its parent project workspace. Parallel execution workspaces could
show the same status and include issues from each other.
**Expected behavior**
Each execution workspace must have one isolated summary slot. Its
generated snapshot must include only issues assigned to that execution
workspace.
**Steps to reproduce**
1. Create two execution workspaces under one project workspace.
2. Add different issues to each execution workspace.
3. Generate the summary in the first execution workspace.
4. Open the second execution workspace.
5. Observe that the old implementation could reuse the first summary.
**Paperclip version or commit**
The problem exists on `master` before this pull request.
**Deployment mode**
The issue affects both local trusted and authenticated deployments.
## What Changed
- Added `execution_workspace` to the shared summary-slot scope contract.
- Validated execution-workspace ownership and stored generated summary
issues on the correct execution workspace.
- Limited execution-workspace snapshots to issues with the matching
execution workspace ID.
- Updated the execution workspace page to use its own summary slot.
- Updated Summarizer instructions, routine options, catalog metadata,
documentation, and regression tests.
## Verification
- `NODE_ENV=test pnpm exec vitest run
packages/shared/src/summary-slot.test.ts
server/src/__tests__/summary-slots.test.ts
ui/src/pages/ExecutionWorkspaceDetail.test.tsx` — 30 focused tests
passed; the embedded-Postgres server tests were run outside the
process-restricted sandbox.
- `pnpm check:token-gates` — passed.
- `pnpm --filter @paperclipai/skills-catalog validate` — passed with 17
catalog skills.
- [Latest-head GitHub
Actions](https://github.com/paperclipai/paperclip/actions/runs/31491475405)
— all 22 jobs passed on `beea14cbaf`, including typecheck, build,
server/workspace tests, serialized suites, e2e, canary, and aggregate
verification. One unrelated adapter cleanup test initially hit an
`ENOTEMPTY` temp-directory race; its single permitted rerun passed.
- Greptile — 5/5 confidence on `beea14cbaf`, 12 files reviewed, zero
comments added, and zero unresolved threads.
## Risks
- Low risk. The new scope is additive.
- Existing project and project-workspace summary slots keep their
current keys and behavior.
- A summary generated for an execution workspace now excludes sibling
workspace issues by design.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
- OpenAI Codex with GPT-5. The deployment does not expose a more
specific model ID or context-window value. It used agentic reasoning,
repository tools, code execution, and GitHub tooling.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - The Skills Store lets a company find and install reusable agent
procedures
> - The MCP integration preparation procedure existed outside the app
catalog
> - Paperclip users could not find or install that procedure from the
product
> - This pull request adds the procedure as an optional software
development skill
> - The skill keeps research, human approval, and connector delivery as
separate gates
> - The benefit is a repeatable and governed path from vendor research
to one connector pull request
## Linked Issues or Issue Description
**What existing behavior does this improve?**
The app-shipped Skills Store can install optional skills, but it does
not include the MCP integration preparation workflow from
`paperclip-content`.
**Subsystem affected**
`packages/skills-catalog`.
**Current behavior**
An agent must know where the external workflow lives. The agent cannot
find or install it from the Paperclip skills catalog.
**Proposed behavior**
The optional catalog includes `prepare-mcp-integration`. The installed
skill directs agents through cited research, a research-only content
pull request, an exact-revision human gate, and one Paperclip connector
pull request per approved connection.
**Reason and benefit**
This change makes the existing integration and connector playbooks
available as one installable Paperclip workflow. It also prevents agents
from starting connector code before the research gate is approved.
**Breaking changes**
None. The skill is optional and markdown-only.
Related source work: paperclipai/paperclip-content#13.
## What Changed
- Add the optional `prepare-mcp-integration` catalog skill under
software development
- Add Paperclip catalog metadata for roles, requirements, tags, and
trust classification
- Add a worked Notion MCP research-gate example
- Regenerate the checked-in catalog manifest
- Add the new key to the shipped optional skill test
## Verification
- `pnpm --filter @paperclipai/skills-catalog build:manifest`
- `pnpm --filter @paperclipai/skills-catalog validate`
- `pnpm --filter @paperclipai/skills-catalog test`
- Confirm the generated catalog contains
`paperclipai/optional/software-development/prepare-mcp-integration`
- Confirm the trust level is `markdown_only` and compatibility is
`compatible`
## Risks
- Low risk. This change adds one optional markdown-only catalog entry.
- The workflow can become stale if the two upstream playbooks change.
The skill requires agents to read the current playbooks before each
phase and to update upstream rules when reusable specifications change.
## Model Used
OpenAI Codex with GPT-5.4, reasoning mode, shell tool use, 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
> - Agents can select company skills and synchronize them to adapter
runtimes
> - The skill sync API replaced the complete selection without an
explicit destructive choice
> - Company package import also replaced conflicting skills by default
> - These defaults could remove operator edits during setup and import
reruns
> - This pull request adds explicit assignment merge modes and safe
package conflict handling
> - The benefit is that reruns preserve operator work unless the caller
explicitly requests replacement
## Linked Issues or Issue Description
**What existing behavior does this improve?**
This change improves agent skill synchronization and company package
import.
**Subsystem affected**
This is a cross-cutting change across the shared contracts, server, CLI,
and UI.
**Current behavior**
Agent skill synchronization replaces the full desired skill set from a
modeless request. Package import replaces a conflicting skill when the
caller does not select a conflict mode.
**Proposed behavior**
Agent skill synchronization requires `add`, `remove`, or `replace`.
Package import skips conflicts by default. Each imported skill reports
whether it was created, renamed, replaced, or skipped.
**Reason and benefit**
Setup and import reruns must preserve operator edits by default.
Explicit destructive modes make data loss less likely and make each
outcome inspectable.
**Breaking changes**
Callers of the agent skill sync API must now send `mode`. Callers that
need the former behavior must send `replace`. Package import now uses
`skip` when `onConflict` is absent.
## What Changed
- Added required `add`, `remove`, and `replace` modes to the shared
agent skill sync contract.
- Added actionable `422` validation for missing or invalid modes.
- Updated first-party UI and CLI callers with explicit modes.
- Changed package skill conflict handling to use `skip` by default.
- Kept plugin-owned and built-in stock skill imports on explicit
`replace`.
- Added created, renamed, replaced, and skipped results to company
imports.
- Added regression coverage for merge modes and package conflict
outcomes.
## Verification
- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run:serialized` (128 suites passed)
- `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed)
- Focused agent skill route, company skill service, portability, CLI,
and UI tests passed.
- GitHub CI passed build, typecheck, canary, all general and serialized
test shards, all browser shards, policy, security, and final
verification on commit `2cfbb3e4c5`.
- Greptile reviewed the latest commit at 5/5 with zero unresolved
threads.
## Risks
- This change intentionally rejects modeless agent skill sync requests.
- The safe package default can leave an existing skill unchanged where
the old default overwrote it.
- All first-party callers now select a mode. Regression tests cover each
outcome.
> 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-sol` through Codex. The runtime used agentic
reasoning, tool use, code execution, and repository editing. 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)
- [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
> - Agents draw writing behavior from installable skills in the shipped
skills catalog (`packages/skills-catalog`)
> - Agent-authored comments, plans, and documents are often wordy or
ambiguous, which slows human readers
> - A small, opt-in skill can set a clear house style for user-facing
prose without touching agent code
> - This pull request adds an optional `simplified-english` catalog
skill that tells agents to write user-facing comments, plans, and
documents in ASD-STE100 Simplified Technical English
> - The benefit is shorter, unambiguous, one-meaning-per-sentence
writing that readers understand on the first pass
## Linked Issues or Issue Description
<!-- Feature request (no public GitHub issue). Described inline per
CONTRIBUTING.md → "Link Issues or Describe Them In-PR". -->
**Problem or motivation**
Agent-authored user-facing text (issue comments, plans, documents) is
frequently long-winded, uses inconsistent vocabulary, and packs multiple
instructions into one sentence. Readers have to re-read it. There is no
shared, installable house style for clear technical writing.
**Proposed solution**
Add an optional content skill, `simplified-english`, to the shipped
catalog. It instructs agents to write user-facing comments, plans, and
documents using only ASD-STE100 Simplified Technical English (short
sentences, one instruction each, approved single-meaning words, active
voice, present tense). Orgs opt in by installing it.
**Alternatives considered**
Baking the guidance into every agent's base instructions (too broad, not
opt-in) or a bundled skill (would apply everywhere by default). An
optional skill keeps it opt-in per org.
**Roadmap alignment**
Additive, opt-in catalog content only; no core behavior change.
## What Changed
- Add
`packages/skills-catalog/catalog/optional/content/simplified-english/SKILL.md`
— a short optional skill instructing agents to write user-facing
comments, plans, and documents in ASD-STE100 Simplified Technical
English. Includes an "Approved words" section that identifies the
controlled vocabulary (the ASD-STE100 Dictionary) and gives concrete
house-choice substitutions.
- Regenerate `packages/skills-catalog/generated/catalog.json` via
`build:manifest` so the manifest includes the new skill.
- Pin the new catalog key in
`packages/skills-catalog/src/shipped-catalog.test.ts`.
## Verification
- `pnpm --filter @paperclipai/skills-catalog build:manifest` → wrote
manifest with the new skill.
- `pnpm --filter @paperclipai/skills-catalog validate` → "Catalog
manifest is valid".
- `pnpm --filter @paperclipai/skills-catalog test` → the catalog
set/count/key pinning tests pass with the new skill included.
- Confirmed the generated entry: key
`paperclipai/optional/content/simplified-english`, trustLevel
`markdown_only`, description within the 300-char budget cap.
## Risks
Low risk. Additive, markdown-only optional skill plus a regenerated
manifest and a pinning-test update. No runtime code, migrations, or
workflow changes. Not installed by default (`defaultInstall: false`).
## Model Used
Claude Opus 4.8 (1M context), extended thinking, with tool use / code
execution.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [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 control plane people use to manage
AI-agent companies and their ongoing work.
> - Status cards turn a standing question into recurring,
agent-generated summaries on the board.
> - The existing setup split intent across a watch prompt and separate
update instructions, which made creation and later behavior harder to
understand.
> - A status card should have one durable source of truth for both
deciding what to watch and telling the summarizer what each update must
contain.
> - This pull request makes the card prompt that source of truth,
simplifies creation to one step, and lets operators choose the running
agent immediately.
> - The benefit is a smaller mental model, fewer configuration modes,
and consistent update instructions throughout the card lifecycle.
## Linked Issues or Issue Description
Status cards currently require operators to express the same intent in
two places: the watch prompt and optional update instructions with
append/replace/none modes. This feature simplifies the experimental
status-card workflow so a single prompt defines both the watch query and
every generated update. The create flow must also support selecting the
responsible agent without a second setup step.
Related prior status-card work: #10101.
## What Changed
- Use the status card's single prompt to compile the watch query and
directly instruct every summary update.
- Add migration `0190_status_card_single_prompt` to remove
`status_cards.instructions_mode` and `status_cards.instructions`.
- Add `agentId` to `createStatusCardSchema`, validate company
membership, and default new cards to the built-in Summarizer.
- Replace the two-step create flow with one prompt-and-agent dialog and
extract a shared `SummarizerAgentSelect` for create/settings surfaces.
- Remove the extra-instructions settings section, reset incremental
history when the prompt changes, and rename the board page to "Status".
- Update the bundled `status-card-query` skill and board-operator
documentation, then regenerate the skills catalog manifest.
## Verification
- Server status-card suites: 29/29 passing.
- UI `StatusCards` suites: 22/22 passing.
- Skills catalog suite: 20/20 passing.
- `tsc -b` passes for server, UI, shared, and database packages.
- `pnpm check:migrations` passes.
- Light and dark mode screenshots cover the new create dialog and
settings tab.
## Risks
- Migration `0190` intentionally drops existing separate instruction
text. Existing card prompts remain and become the update instructions
under the new model; status cards are experimental and feature-flagged.
- Prompt edits now reset the incremental summary chain and trigger a
full rebuild, which is intentional because the prompt is also the update
contract.
- Agent selection is company-scoped; invalid agent ids return a
validation error rather than creating a misrouted card.
> 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
- Implementation: Anthropic Claude via the `claude_local` adapter, agent
label "Claude Fable 5"; extended reasoning, tool use, and code
execution. The exact provider model id and context-window value were not
retained in the task metadata.
- PR preparation: OpenAI GPT-5.4 through Codex CLI, with reasoning,
repository inspection, GitHub CLI, and Paperclip API tool use.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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: Claude Fable 5 <noreply@anthropic.com>
## Thinking Path
> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Operators need a board-level way to monitor a changing slice of
company work without repeatedly rebuilding filters or reading raw task
threads.
> - Existing summaries are useful snapshots, but they do not provide a
dedicated query-backed card with refresh policy, change tracking, update
history, and per-update cost visibility.
> - The capability needs to be safe to evaluate before it becomes part
of the default product surface.
> - This pull request adds end-to-end experimental Status Cards, from
schema and query compilation through update orchestration and operator
UI.
> - The entire feature is gated behind the `enableStatusCards`
experimental toggle, including its route and sidebar entry.
> - The benefit is a governed, inspectable way to keep focused
operational rollups current while preserving explicit controls over
refresh frequency and spend.
## Linked Issues or Issue Description
### Subsystem affected
Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and
bundled skills/docs).
### Problem or motivation
Operators cannot currently define a reusable natural-language view of
company work, compile it into an inspectable query, and keep its summary
current as matching issues change. Rebuilding filters and rereading task
threads makes board-level monitoring repetitive and hides the
relationship between source changes, refresh cost, and the resulting
summary.
### Proposed solution
Add experimental Status Cards that compile operator intent into a query,
summarize matched work, record each update, expose
manual/interval/reactive refresh policies and costs, and preserve the
last good result across stale, updating, paused, and error states. The
capability is off by default and fully gated behind `enableStatusCards`,
including its route and navigation entry.
### Alternatives considered
- Extend existing one-off summaries: rejected because status cards
require persistent query provenance, refresh policy, update history, and
card-specific cost controls.
- Add a dashboard-only filter widget: rejected because it would not
provide governed background refresh, an update ledger, or an inspectable
compile pipeline.
- Ship the surface by default: rejected in favor of an experimental
toggle while behavior and operator value are evaluated.
### Roadmap alignment
This advances Paperclip’s board-level execution visibility and
output-first product goals. `ROADMAP.md` was checked and no duplicate
status-card initiative was found.
### Additional context
No related open PR was found in the public GitHub search for status
cards. The PR-only design wireframes were removed from the repository
after review; the published prototype remains external to the production
source tree.
## What Changed
- Added company-scoped status-card schema, CRUD APIs, compile
provenance, update ledger, shared contracts, validators, and OpenAPI
coverage.
- Added the text-to-query compile pipeline, bundled `status-card-query`
agent skill, query versioning, and authorized write-back flow.
- Added the experimental board, create flow, lifecycle tiles,
detail/settings/debug drawers, archived view, routing, navigation, and
instance setting.
- Added a change-gated update engine with manual, interval, and reactive
refresh policies, trigger selection, active hours, and daily token caps.
- Added per-update token/cost recording, today and lifetime rollups, and
policy-derived cost previews.
- Added operator documentation and agent-authoring hardening for compile
and update behavior.
- Added PR-prep integration coverage for settings/startup wiring and
replaced raw UI values with design-system tokens.
- Removed the PR-only `design/pap-15023-status-cards` wireframe
artifacts so the repository contains only production feature assets.
## Verification
- `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b`
passing. The UI compile gate was also independently recorded as passing
at `6d7f3cf96b` on July 23, 2026.
- `pnpm build` — passes.
- `pnpm check:token-gates` — passes with all three gates clean.
- `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure
was an unrelated 10-second `afterAll` database-cleanup timeout in
`execution-workspaces-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts` — passes on
immediate focused rerun (25/25).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/instance-settings-service.test.ts
src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31).
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/StatusCards/StatusCardSettingsForm.test.tsx
src/pages/StatusCards/StatusCardTile.test.tsx
src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts`
— passes (26/26).
- Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost
QA PASS; security re-review PASS after write-back hardening; UX
approved.
- `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts`
— passes; reapplies migrations `0185`–`0189` against an already-migrated
embedded Postgres database.
- `pnpm --filter /db check:migrations` — passes migration numbering and
safety checks.
- `pnpm --filter /db typecheck` — passes.
- Merged current `origin/master` on July 24, 2026 with no conflicts;
migrations `0185`–`0189` remain unclaimed on master.
## Risks
- The feature introduces five database migrations and a new background
update path; all new DDL is repeat-safe after partial application,
migration numbering/safety checks pass, and update execution is
company-scoped and change-gated.
- Natural-language compilation can produce invalid or overly broad
queries; compile provenance, query validation, debug visibility, and
version history make failures inspectable and recoverable.
- Reactive or interval refresh could increase spend; active hours, max
refresh frequency, daily token caps, per-update cost records, and
budget-paused states bound and expose that risk.
- The branch name contains an internal execution identifier because it
is a fixed handoff branch; it was intentionally not renamed or rebased
per the release handoff instructions.
- Overall rollout risk is limited because the route, navigation,
services, and UI are disabled by default behind `enableStatusCards`.
> 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 using GPT-5.5 with reasoning, repository tool use, shell
execution, GitHub CLI, and test/build execution. The runtime did not
expose a 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; the fixed execution-workspace
identifier is documented as an authorized handoff exception
- [x] I have run tests locally and they pass, with the one cleanup
timeout passing on focused rerun
- [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: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - Its built-in Summarizer keeps status slots useful for people
overseeing issue trees
> - Those summaries need to tell the reader what they must do now to
unblock progress
> - The existing skill instead imposed rigid Decide:/Review:/Recent
work: sections, cost commentary, and restrictive issue-fetch guidance
> - This pull request rewrites the summarize-status instructions to lead
with 1–3 specific, concrete unblock actions while letting the model use
its judgment for the remaining context
> - The benefit is a shorter, clearer summary that is immediately
actionable without changing slot writes or the streaming status protocol
## Linked Issues or Issue Description
Refs #9713
The built-in summarizer currently prioritizes a fixed reporting template
over the reader's immediate unblock actions. Summaries should instead
open with the 1–3 specific actions the reader needs to take right now,
then provide only the context needed to act. This prompt-only update
preserves all summary-slot mechanics and protocols.
## What Changed
- Rewrote the bundled `summarize-status` skill to open with 1–3
specific, concrete, actionable items needed right now to unblock the
work.
- Removed the rigid Decide:/Review:/Recent work: template, the Cost
discipline section, and the restrictions against fetching issue detail.
- Kept slot-write mechanics and the streaming `STATUS`/sentinel protocol
unchanged.
- Updated all materialized copies and tests for the same skill text: the
`SKILL.md` source, regenerated catalog manifest hashes, compiled
fallback string, summarizer built-in `AGENTS.md` and routine, summary
generation-issue instructions, and the two tests pinning those strings.
- Although the diff touches eight files, every file is either the same
skill text in another materialized form or a test asserting it. No
behavior outside the summarizer's prompt text changes.
## Verification
- `pnpm --filter @paperclipai/skills-catalog test` — 20/20 tests pass.
- `pnpm exec vitest run server/src/__tests__/summary-slots.test.ts
server/src/__tests__/built-in-agents.test.ts` — 46/46 tests pass.
- `git diff --check origin/master...HEAD` — clean.
- `pnpm exec vitest run server/src/__tests__/summary-slots.test.ts` —
16/16 tests pass after the Greptile consistency fix.
- Latest-head GitHub checks — 25 terminal checks, all successful,
neutral, or skipped.
## Risks
- Low risk: this intentionally changes generated summary wording and
prioritization, but does not change APIs, persistence, slot-write
behavior, or the streaming protocol.
- The branch name contains an internal task identifier because it was
pre-created and pre-pushed for this assigned change; the PR title and
body do not expose the internal ticket.
> 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 using `gpt-5.6-sol`, high reasoning mode, with
repository, terminal, GitHub CLI, and code-execution tools.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] 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: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
## 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 app people use to manage AI agents for
work.
> - Paperclip agents can load repository and catalog skills, and Codex
renders skill names and frontmatter descriptions into startup context.
> - Long descriptions consume the fixed skill metadata budget before
Codex can use the progressively disclosed skill bodies.
> - The repo `.agents/skills` descriptions and a few shipped catalog
descriptions had grown into operational documentation instead of short
trigger metadata.
> - This pull request keeps the strongest trigger language in
frontmatter while leaving detailed procedures in each skill body.
> - The benefit is lower prompt overhead, more reliable skill
triggering, and a regression guard that prevents description drift from
returning.
## Linked Issues or Issue Description
No public GitHub issue found for this maintenance item.
### Pre-submission checklist
- [x] I have searched existing open and closed issues and this is not a
duplicate.
- [x] I am working against `master`.
- [x] I have confirmed the issue originates in Paperclip's shipped skill
metadata, not in a local agent adapter or provider.
### What happened?
Codex startup renders discovered skill names and frontmatter
descriptions into a fixed skill metadata budget. Several repository
skill descriptions and one shipped catalog description had grown into
long-form operational guidance, which can force Codex to truncate
descriptions before the model has enough trigger signal to select the
right skill.
### Expected behavior
Skill frontmatter descriptions should stay short trigger summaries: one
capability sentence plus a “use when” clause. Detailed procedures should
stay in the skill body and load only after the skill triggers.
### Steps to reproduce
1. Inspect `.agents/skills/*/SKILL.md` and
`packages/skills-catalog/catalog/**/SKILL.md` frontmatter descriptions.
2. Measure folded YAML `description` values.
3. Observe descriptions above the intended short-trigger range,
including descriptions above 300 characters.
4. Run the new shipped catalog test to verify future descriptions stay
capped.
### Paperclip version or commit
Reproduced on `master` at `cc81eefb6047d8eaf57faf785f421c03dc97073c`.
### Deployment mode
Local dev / source checkout metadata inspection. This is not
database-related.
### Installation method
Built from source.
### Agent adapter(s) involved
Codex, because Codex startup uses the skill metadata prompt budget. The
metadata source itself is core repository/catalog content.
### Database mode
Not database-related.
### Access context
Not applicable; this is static repository metadata.
### Node.js version
`v22.22.2` in the verification environment.
### Operating system
Linux container environment.
### Relevant logs or output
Final measurement after this PR: 29 source `SKILL.md` files, max
description length 215 chars, 5,449 total description chars, estimated
1,363 description tokens at 4 chars/token.
### Relevant config
None.
### Additional context
The shipped catalog manifest was regenerated so the generated package
metadata matches the edited catalog `SKILL.md` sources.
### Privacy checklist
- [x] I have reviewed all pasted output for PII and redacted where
necessary.
## What Changed
- Shortened long `.agents/skills/*/SKILL.md` frontmatter descriptions to
concise capability plus use-when trigger clauses.
- Shortened the over-budget shipped skills catalog descriptions for
wireframe, Paperclip capsules, and reflection coach.
- Regenerated `packages/skills-catalog/generated/catalog.json` so
shipped metadata matches source skill frontmatter.
- Added a Vitest regression guard that caps repo skill source
descriptions and generated catalog descriptions at 300 characters.
## Verification
- `pnpm --filter @paperclipai/skills-catalog build:manifest`
- `pnpm --filter @paperclipai/skills-catalog test` — 5 files passed, 19
tests passed
- `pnpm --filter @paperclipai/skills-catalog typecheck`
- Final measurement: 29 source `SKILL.md` files, max description length
215 chars, 5,449 total description chars, estimated 1,363 description
tokens at 4 chars/token.
Note: the clean PR worktree was created from `origin/master` and
contains only this commit, but it does not have `node_modules`; running
`pnpm --filter @paperclipai/skills-catalog test` there failed at
tool/package resolution (`vitest`, `tsc`, `@paperclipai/shared`). The
dependency-equipped workspace passed the commands above before the
commit was cherry-picked onto the clean branch.
## Risks
Low risk. This changes skill metadata and tests only. The main risk is
over-trimming a useful trigger phrase, mitigated by keeping explicit
“use when” clauses and leaving detailed guidance in the skill bodies.
> 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 via Paperclip/Codex, with shell and
file-edit tool use. Exact API model ID and context window were not
exposed in 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
- [ ] 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 board currently uses issues for execution, but longer-lived
content work needs a separate object that can survive beyond a single
task thread.
> - The Cases subsystem adds an experimental, company-scoped record for
content artifacts and their supporting metadata.
> - The backend needs durable storage, API routes, revision history,
issue linkage, and company-boundary enforcement before the UI can depend
on Cases.
> - The UI needs an opt-in navigation surface, list/detail views,
reference chips, and issue-page context so operators can inspect Cases
without making them the default workflow.
> - The agent-facing skills need a contract for creating and updating
Cases so automated content workflows can dogfood the feature.
> - This pull request ships that experimental end-to-end path behind the
`enableCases` flag.
> - The benefit is a first-class place to collect content work,
references, attachments, revisions, and related execution threads
without polluting the core issue model.
## Linked Issues or Issue Description
No public GitHub issue exists for this experimental feature.
Feature request fields:
### Problem
Content-oriented work such as release notes, announcements, docs, and
campaigns can span many execution issues, which makes the final artifact
hard to find and reason about after the execution thread moves on.
### Proposed solution
Add an experimental Cases object that is company-scoped, linked to
issues, queryable through the API, inspectable in the board UI, and
writable by agent workflows through documented conventions.
### Alternatives considered
Continue encoding content artifacts directly in issues or documents
only. That keeps the data model smaller, but it does not give operators
a stable artifact-centric view or a clean way to link related execution
history.
### Roadmap alignment
Checked `ROADMAP.md`; this PR does not duplicate an existing planned
core roadmap item.
## What Changed
- Added the `cases` data model, migration, schema exports, and
experimental `enableCases` instance setting.
- Added company-scoped Cases API routes for list/detail/update, issue
links, revisions, children, activity events, annotations, attachments,
and idempotent agent-oriented upserts.
- Scoped case and issue lookup helpers before access checks so
inaccessible cross-company identifiers resolve as not found rather than
leaking existence.
- Fixed case PATCH timestamp handling so non-status updates cannot
overwrite `completedAt` from a stale pre-transaction row snapshot.
- Moved Cases list type/status/project filters into the server request
before the server-side limit is applied, including multi-select filters
and no-project filtering.
- Added backend route coverage for creation, updates, idempotency, issue
linking, attribution, company-boundary enforcement, OpenAPI
registration, list filtering, timestamp patch behavior, and inaccessible
lookup regressions.
- Added the experimental Cases UI surface: sidebar entry, gated routes,
list filters/grouping, detail overview, activity, revisions, children,
attachments, and issue-page case rail.
- Added case reference rendering and company-prefixed case href
generation so case links resolve directly inside the active company
route.
- Added Paperclip skill documentation for agent workflows that create or
update Cases.
- Wired release-content skills to emit Cases for dogfooding.
- Rebased onto current `master` and renumbered the Cases migrations to
`0143`/`0144` after the latest upstream migration sequence.
## Verification
- Current PR head: `ecc13be0d`.
- Rebased on current `master` (`606aa4f266`) and pushed to the existing
PR branch.
- `git diff --check origin/master...HEAD` — passed before the first
update push; subsequent committed diffs were also checked with `git diff
--check` before commit.
- Guardrails checked: no `pnpm-lock.yaml` changes, no
`.github/workflows` changes, and changed-file count is below the
Greptile 100-file limit.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/cases-routes.test.ts
src/__tests__/instance-settings-service.test.ts
src/__tests__/openapi-routes.test.ts` — passed, 3 files / 26 tests
before review-fix commits.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/cases-routes.test.ts` — passed after each server-side
Greptile fix, latest 1 file / 15 tests.
- `pnpm --filter @paperclipai/server typecheck` — passed after the
timestamp and lookup fixes.
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Cases.test.tsx src/pages/CaseDetail.test.tsx
src/pages/CompanySkills.test.tsx src/App.cases-routing.test.tsx` —
passed, 4 files / 30 tests before review-fix commits.
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Cases.test.tsx` — passed after the list-filter fix, 1 file /
12 tests.
- `pnpm --filter @paperclipai/ui typecheck` — passed after the
list-filter fix.
- `pnpm check:token-gates` — passed after UI changes.
- Remote PR checks on head `ecc13be0d` are green: Paperclip CI, build,
typecheck, test matrix, e2e, Canary Dry Run, policy, commit review,
Superagent Security Scan, Socket, Snyk, and Greptile passed; Storybook
visual regression is skipped and security-review is neutral.
- Greptile Review: 5/5 confidence, zero unresolved Greptile threads.
## Risks
- Medium feature risk because this introduces a new experimental domain
object across database, server, shared contracts, skills, and UI.
- The feature is gated behind `enableCases`, which limits default
operator exposure while the model is exercised.
- Case links now prefer company-prefixed hrefs; the unprefixed redirect
remains for externally entered URLs.
- Cases list filtering now sends multi-select filters to the server
before limiting; the UI still applies the same local filters as a second
pass for ancestor/context rows.
- Migrations were renumbered on top of current master; the SQL uses
guarded `IF NOT EXISTS` / `ADD COLUMN IF NOT EXISTS` patterns where
relevant for safer replay.
> 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 in the Paperclip local coding environment was used
for this PR curation, rebase verification, review-fix implementation,
push, and PR description update. The runtime exposes tool use and shell
execution; context-window size is not exposed by this Paperclip adapter.
Several implementation commits also include AI co-author trailers
recorded in git history.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I searched the GitHub PR list for similar PRs and confirmed this
is not a duplicate
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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.
> - Operators need first-party agent capabilities for repeatable company
work, not just manually created one-off agents.
> - Built-in agents need to behave like normal company-scoped agents
while preserving approval gates, permissions, budgets, and audit trails.
> - Reflection and coaching work also needs bundled instructions, skill
content, and a routine so the feature can be installed and reset
predictably.
> - The API, database, UI, portability, and tests all need to agree on
the built-in lifecycle from not provisioned through setup, approval,
ready, paused, and reset.
> - This pull request adds built-in agent provisioning and the
Reflection Coach bundle end-to-end.
> - The benefit is a safer first-party path for Paperclip-managed agents
without bypassing the same governance model used for operator-created
agents.
## Linked Issues or Issue Description
No public GitHub issue was found for this exact built-in agent and
Reflection Coach bundle work.
Problem/motivation:
- Paperclip did not have a first-party built-in agent lifecycle for
product-owned agents.
- Bundled agent resources such as default instructions, skills, and
routines needed managed ownership and reset semantics.
- Approval-gated companies needed built-in setup to preserve requested
adapter, budget, manager, and permission state through board approval.
- The board UI needed clear built-in badges, setup affordances,
readiness state, and bundle status without exposing secrets.
Proposed solution:
- Add a company-scoped built-in agent registry,
provisioning/reset/reconcile/status APIs, and Reflection Coach bundled
resources.
- Track bundled managed resources in the database with idempotent
migration behavior.
- Reuse existing agent approval, authorization, budget, and activity-log
paths instead of creating a bypass.
- Add UI setup, badges, gates, bundle panels, and route coverage for
built-in agents.
Duplicate search:
- Searched GitHub PRs for `built-in agents Reflection Coach
repo:paperclipai/paperclip`; only this PR was returned.
- Searched GitHub issues for the same query; no public issues were
returned.
## What Changed
- Added built-in agent definitions, lifecycle state derivation,
provisioning, reset, reconcile, status, and routine-control routes.
- Added the `built_in_managed_resources` migration and schema exports
for bundled instructions, skill, and routine ownership.
- Added the Reflection Coach built-in bundle with default instructions,
skill catalog content, routine template, default permissions, and
managed-resource drift handling.
- Added approval-aware provisioning behavior that preserves requested
adapter config, budgets, manager assignment, and built-in permissions
through hire approval.
- Added authorization and mutation gates for built-in agent and skill
changes, including consented Reflection Coach change paths.
- Added UI surfaces for built-in agent setup, roster/detail badges,
readiness gates, bundle status, routine controls, and route filtering.
- Added company import/export and validator coverage for built-in
managed resources and low-trust/red-team presets.
- Addressed Greptile follow-ups for pending approval reconciliation,
consent-gate error propagation, config-read authorization fallback,
approval-path manager preservation, and non-model adapter provisioning.
## Verification
Local verification:
- `git diff --check public/master..HEAD` passed.
- `pnpm check:token-gates` passed with all gates clean.
- `pnpm exec vitest run
ui/src/components/ConfigureBuiltInAgentModal.test.tsx` passed: 1 file, 4
tests.
- `pnpm exec vitest run ui/src/components/EntityRow.test.tsx
ui/src/pages/Agents.test.tsx ui/src/components/BuiltInAgentGate.test.tsx
ui/src/components/ConfigureBuiltInAgentModal.test.tsx
ui/src/components/BuiltInBundlePanel.test.tsx
ui/src/pages/InstanceExperimentalSettings.test.tsx
ui/src/pages/Routines.test.tsx` passed: 7 files, 64 tests.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/built-in-agents.test.ts
src/__tests__/authorization-service.test.ts
src/__tests__/company-skills-routes.test.ts` passed: 3 files, 91 tests.
- `pnpm --filter @paperclipai/db check:migrations` passed.
- `pnpm -r typecheck` passed after the rebase; `pnpm --filter ui
typecheck` passed after the final UI review fix.
Remote verification on latest head
`1c61f693a4ec881d739022b0e75a8ca8bf8c2cd8`:
- Merge state: `CLEAN`.
- Greptile: `5/5`, zero unresolved Greptile threads.
- PR check rollup: all checks successful, neutral, or skipped as
expected.
- Passing gates include Build, Typecheck + Release Registry, all server
shards, all workspace shards, all serialized server suites, e2e, Canary
Dry Run, policy, review, verify, Socket, Superagent, and Snyk.
## Risks
- This adds a new managed-resource table and migration; the migration
uses idempotent create/add/index guards and passed migration safety
checks.
- Built-in agent provisioning touches approval and authorization paths;
tests cover pending approval preservation, stale retry rejection,
consent gates, and config-read fallback behavior.
- Reflection Coach creates managed instructions, skill, and routine
resources; drift/reset behavior is covered by service tests and redacted
API responses.
- Non-model adapter setup now provisions a `needs_setup` built-in row
before command/endpoint fields are complete; this matches the server
lifecycle and is covered by the setup modal regression test.
## Model Used
OpenAI Codex coding agent based on GPT-5. Exact hosted model ID,
context-window size, and reasoning-mode labels are not exposed in this
runtime; tool use, shell execution, GitHub CLI/API access, and local
code editing 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>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Skills are how operators give agents reusable, reviewable operating
instructions without baking every integration into core runtime code.
> - Finance setup is a sensitive workflow because account onboarding,
incorporation, cards, spend controls, and data sharing can all create
real-world effects.
> - Ramp publishes an agent-facing setup skill and playbooks, but
Paperclip needs a curated wrapper that makes those instructions
subordinate to Paperclip governance.
> - This pull request adds an optional Ramp catalog skill that fetches
Ramp's live entrypoint while preserving Paperclip approval gates.
> - The benefit is that companies can opt into Ramp setup assistance
while reviewers can see the source model, allowed hosts, and fail-closed
safety rules in one shipped catalog entry.
## Linked Issues or Issue Description
No public GitHub issue exists for this optional catalog skill.
Feature request context:
- **Problem / motivation:** Paperclip companies need a safe, installable
way for agents to follow Ramp's public agent setup flow without giving
those fetched instructions authority over financial, legal, credential,
or spend decisions.
- **Proposed solution:** Ship a markdown-only optional
`paperclipai:optional:finance:ramp` skill that points agents at Ramp's
live get-started skill, documents the thin-wrapper source model,
allowlists the Ramp host, and requires Paperclip approval for financial,
incorporation, credential, connector, third-party tool, and
money-movement actions.
- **Alternatives considered:** Vendoring a snapshot would reduce runtime
source drift but would stale quickly as Ramp updates its own onboarding
flow. The wrapper instead fetches fresh instructions while explicitly
failing closed on unclear provenance and keeping fetched instructions
subordinate to Paperclip instructions.
- **Roadmap alignment:** This fits the completed Skills Manager roadmap
area by adding a focused optional catalog skill rather than expanding
core workflow code.
## What Changed
- Added a markdown-only optional Ramp skill under the finance catalog.
- Documented the source model for live Ramp instructions, the allowed
host, provenance handling, community/unclear playbook approval
requirements, and safety rules.
- Added mandatory Paperclip approval gates for Ramp account setup,
incorporation/legal filings, CLI installers, connector/auth flows,
third-party browser/MCP/CLI tooling, financial data sharing, Agent
Cards, spend controls, and money movement.
- Updated the Skills Store guide to document thin fetch-and-follow
wrappers for curated optional skills.
- Regenerated the shipped skills catalog manifest.
- Added catalog tests for the Ramp entry, approval-gate wording,
mixed-provenance handling, and avoiding remote-fetch execution hard-stop
patterns.
## Verification
- `pnpm --filter @paperclipai/skills-catalog build:manifest`
- `pnpm --filter @paperclipai/skills-catalog validate`
- `pnpm --filter @paperclipai/skills-catalog test --
src/shipped-catalog.test.ts` — 1 file, 8 tests passed.
- `git diff --check`
## Risks
- Ramp-hosted instructions can change after install. The wrapper
mitigates this by keeping fetched content subordinate to Paperclip
instructions, limiting the source host, failing closed on unclear
provenance, and requiring scoped approvals before governed actions.
- The skill is markdown-only and optional, so it does not add executable
package code or install by default.
- The generated catalog manifest changes hashes for the shipped catalog
entry; catalog validation passed after regeneration.
## Model Used
OpenAI Codex, GPT-5-based coding agent, with repository file access,
shell execution, GitHub CLI/tooling, and medium-reasoning mode.
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI is where operators inspect company activity, agent
work, and issue progress.
> - Existing board views show individual issue and run details, but they
do not give operators a compact time-based picture of work across
agents.
> - A work timeline helps operators scan when agents worked, how
handoffs happened, and where overlapping work occurred.
> - This pull request adds a company-scoped Work Timeline page backed by
the existing API surface and renders the timeline as a custom SVG
Gantt-style view.
> - The benefit is faster operator understanding of multi-agent
execution without opening each issue thread individually.
## Linked Issues or Issue Description
No public GitHub issue exists for this change.
Subsystem affected:
- ui/ — React + Vite board UI
Problem or motivation:
- Operators can inspect individual issues and runs, but there is no
compact time-based view of company work across agents.
- This makes it harder to scan overlaps, handoffs, retries, and activity
windows without opening many issue threads.
Proposed solution:
- Add a company-scoped Work Timeline page in the board UI.
- Render agent and system run spans as a custom SVG Gantt-style chart
with packed overlap lanes.
- Show issue color identity, kickoff attribution, hover-revealed
delegation connectors, retry styling, zoom controls, a sticky actor
gutter, and a minimap brush.
- Keep human activity lightweight by showing human kickoff chips without
plotting standalone human event rows.
Alternatives considered:
- Add the same information to existing issue-list or run-list views.
That would preserve simpler UI, but it would not show temporal overlap
or handoff paths clearly.
- Build this as a plugin-only surface. That keeps core smaller, but the
board already has the company-scoped route, navigation, and API client
patterns needed for this operator workflow.
Roadmap alignment:
- `ROADMAP.md` does not list an existing duplicate work-timeline
milestone. This supports the broader operator visibility direction
around artifacts, enforced outcomes, and higher-autonomy execution.
Additional context:
- Storybook includes `Pages/Work Timeline` stories for hour/day zoom and
a human-activity sample so reviewers can inspect the component without a
live backend.
## What Changed
- Added the Work Timeline page, route, sidebar entry, API client, query
key, and company-prefixed route helper coverage.
- Added a pure timeline layout transform for row packing, issue colors,
kickoff attribution, connector calculation, tick selection, and duration
formatting.
- Added the custom SVG timeline chart with sticky actor gutter,
hover-revealed connectors, zoom controls, minimap brushing,
visible-range feedback, and issue navigation.
- Added Storybook coverage plus sample fixtures for the work timeline.
- Added and corrected focused UI tests covering layout, chart behavior,
routing, sidebar behavior, and collapsed-sidebar expectations.
- Addressed Greptile feedback for kickoff fallback ordering, minimap
range math, document drag listener cleanup, and stable default `now`
handling.
## Verification
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/timeline/layout.test.ts
src/components/timeline/WorkTimelineChart.test.tsx
src/pages/Timeline.test.tsx src/lib/company-routes.test.ts
src/components/Sidebar.test.tsx
src/components/RequestCollapsedSidebar.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `git merge-tree $(git merge-base HEAD origin/master) HEAD
origin/master | rg -n "<<<<<<<|changed in both|CONFLICT"` returned no
conflicts.
- Attempted Storybook screenshot capture with Playwright; Storybook ran
locally, but Chromium could not launch in this container because native
browser libraries such as `libatk-1.0.so.0` are unavailable and `npx
playwright install-deps chromium` requires interactive sudo.
## Risks
- Medium UI risk: this adds a substantial visual surface with custom SVG
interaction logic, so browser-level review is still useful for
responsive behavior and usability.
- Low backend risk: this PR only adds a UI client/page around the
existing timeline API contract and does not change database schema or
server routes.
> 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 via Codex coding agent, with repository file access, shell
command execution, GitHub connector access, and focused test execution.
Exact context-window details are 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.
> - The skills catalog package publishes bundled and optional skills for
installs and downstream runtime consumers.
> - Published package consumers depend on both generated catalog
manifests and the source skill files being present in the npm artifact.
> - Prior fixes improved published package resolution, but the package
contents themselves did not have a smoke test guarding against
regressions.
> - This pull request adds an npm-pack artifact test for the skills
catalog package and hardens the test cleanup path.
> - The benefit is that packaging regressions are caught before release
instead of after users install a broken catalog package.
## Linked Issues or Issue Description
Bug description:
The skills catalog npm artifact needs to include the generated catalog
manifests plus bundled and optional skill files. Without a package-level
smoke test, a future change to `files`, build output, or catalog paths
could publish an artifact that installs successfully but cannot serve
catalog consumers correctly.
Expected behavior:
The package artifact produced by `npm pack` includes
`dist/generated/catalog.json`, `generated/catalog.json`, representative
bundled and optional skill `SKILL.md` files, and `package.json`.
Actual risk before this PR:
Package content regressions could ship without a focused local test
detecting the missing files.
## What Changed
- Added a Vitest smoke test for `@paperclipai/skills-catalog` that runs
`npm pack --json` and verifies required artifact paths.
- Added a build fallback inside the test when
`dist/generated/catalog.json` is absent before packing.
- Packs into registered temporary directories and recursively removes
them after each test run so generated `.tgz` files do not leak when
parsing or assertions fail.
- Allows enough time for the smoke test to exercise the build fallback
path on fresh CI runners.
## Verification
- `pnpm --filter @paperclipai/skills-catalog test`
- `pnpm --filter @paperclipai/skills-catalog clean && pnpm --filter
@paperclipai/skills-catalog test`
- Searched for duplicate/related PRs; existing PR #8327 is already
merged and this PR adds regression coverage around the package artifact.
- Checked `ROADMAP.md`; no overlapping roadmap entry for this packaging
test.
- Confirmed the branch diff does not touch `pnpm-lock.yaml` or
`.github/workflows`.
## Risks
Low risk. This is test-only coverage for package contents. The main
practical risk is a slightly slower skills catalog test run because it
invokes `npm pack` and may build the package manifest when `dist` is
absent.
> 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 with shell and GitHub CLI tool use.
Context window 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
Reviewed by CTO for PAP-12039. Documentation/catalog-only change with regenerated manifest; focused catalog verification, CI, security scans, and Greptile are green.
Co-Authored-By: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip planning skills turn approved plans into executable issue
graphs for agents
> - The executor starts assigned tasks that have no open blockers
> - Parent/child nesting gives structure, but it does not create
execution dependencies
> - Planning guidance that does not make this distinction can let
dependent tasks run too early
> - This pull request clarifies that hard dependencies must be encoded
as `blockedByIssueIds`
> - The benefit is that agents converting plans into tasks have a
clearer checklist for creating and verifying runnable task graphs
## Linked Issues or Issue Description
No public GitHub issue was found for this documentation update.
Problem:
- The planning guidance could be read as if hierarchy, phase order, or
prose blocker notes were enough to sequence execution.
- In Paperclip, only explicit blockers prevent an otherwise-ready
assigned task from starting.
Expected behavior:
- Skill guidance should tell planners to encode each hard dependency as
`blockedByIssueIds` on the dependent issue.
- It should also tell planners to verify the created issue graph before
closing the source planning issue.
## What Changed
- Clarified that parent/child issue nesting is structural and not an
execution blocker.
- Added guidance to build a compact task matrix with task, owner,
initial status, and blockers when converting accepted plans into tasks.
- Added verification guidance to re-fetch or otherwise inspect created
issues before marking the source planning issue done.
- Updated the bundled task-planning skill handoff text to point at the
same dependency expectations without duplicating the full companion
skill text.
## Verification
- Ran `git diff --check origin/master...HEAD` locally.
- Rebased cleanly onto the latest `master` from `paperclipai/paperclip`
before pushing.
- Greptile completed at 5/5 on the latest head; the previous P2 wording
thread was fixed and resolved.
- GitHub PR checks are green on latest head
`2b07db9aef22ca32c65fa66fcca2db86c5b01220`, including policy,
commitperclip review, typecheck/release registry, general test shards,
build, serialized server suites, e2e, canary dry run, verify, Socket,
security-review, Snyk, and Greptile.
- No additional local unit test command was run because this is a
documentation/skill-text-only change and the remote PR suite covered the
repository gates.
## Risks
Low risk. This changes skill guidance only; it does not alter runtime
behavior, database schema, migrations, workflows, or UI code.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
OpenAI Codex, GPT-5-based coding agent in the Paperclip local adapter
runtime. Exact backend model ID and context window were not exposed by
the runtime. Used shell, git, GitHub CLI, and the GitHub connector for
repository inspection and PR creation.
## 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
- [ ] 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] 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.
> - Agents coordinate through issue threads, so issue comments and
interactions are part of the task authorization surface.
> - Low-trust and boundary-limited agents can receive narrow
mention-scoped access, but that must not turn into broad same-company
issue-thread reads.
> - The comment creation path was narrowed to allow explicit mention
replies without granting mutation access.
> - The surrounding list/read routes still needed to enforce the same
`issue:read` boundary before returning thread data.
> - This pull request applies the issue read check to issue comment and
interaction listing routes, and locks that behavior with server
regressions.
> - The benefit is that narrow cross-agent collaboration remains
possible without exposing unrelated issue-thread history.
## Linked Issues or Issue Description
Bug fix:
- What happened: same-company agents outside an issue read boundary
could still hit issue-thread listing routes and receive thread data.
- Expected behavior: issue comments and issue-thread interactions should
only be listed after the actor is allowed to read the issue.
- Steps to reproduce: configure a peer agent denied by the issue read
boundary, then request `GET /api/issues/:id/comments` or the issue
interaction listing route.
- Paperclip version/commit: current `master` before this branch.
- Deployment mode: applies to server authorization in all modes.
Related public context: #7389, #7863, #8024.
## What Changed
- Added issue read enforcement before listing issue comments.
- Added issue read enforcement before listing issue-thread interactions.
- Added server regressions for denied peer-agent issue-thread access
while preserving mention-scoped collaboration behavior.
- Removed an avoidable per-mentioned-comment issue reload in
mention-grant authorization by passing the already-loaded issue assignee
through the helper.
- Documented cross-agent issue read/comment authorization behavior in
the Paperclip API reference.
- Added a resilient fallback for pinned external skills when GitHub tree
fetches are temporarily unavailable during catalog builds.
## Verification
- `pnpm vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/authorization-service.test.ts`
- 2 test files passed
- 84 tests passed
- Existing mocked recovery revalidation warnings were emitted by the
route suite and the command exited 0
- Greptile: 5/5 on commit `b73fc323f192dc44f88374c16865008d4348923b`; no
unresolved review threads.
- `pnpm vitest run packages/skills-catalog/src/catalog-builder.test.ts`
- 1 test file passed
- 6 tests passed
- CI: all visible PR checks are terminal green on commit
`b73fc323f192dc44f88374c16865008d4348923b`.
## Risks
Low risk. This tightens read authorization on issue-thread listing
routes; any caller that depended on same-company access without
`issue:read` will now receive 403 and must use an explicit grant or
valid issue read path.
## Model Used
OpenAI GPT-5 Codex, Codex coding agent environment, tool use and local
command execution enabled, reasoning mode active. Context window 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] 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] 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 control plane people use to run and
supervise AI-agent companies.
> - The skills system is part of that core operator experience because
agents and humans both depend on the catalog-backed Skills Manager
surfaces.
> - In source checkouts, the server can find the catalog manifest and
bundled skill files through monorepo-relative paths, but published
installs do not preserve that layout.
> - That mismatch makes `GET /api/skills/catalog` fail in npm/pnpm
installs even though the catalog package itself is present.
> - The server therefore needs to resolve the catalog from the published
`@paperclipai/skills-catalog` package first, while still keeping a
monorepo fallback for local development.
> - This pull request makes the published package the primary resolution
path, uses the same resolved package root for bundled skill file reads,
and degrades the list route safely when the manifest is unavailable.
> - The benefit is that Skills Manager catalog reads behave correctly in
packaged installs instead of only in repo-local development layouts.
## Linked Issues or Issue Description
Fixes#8316
Refs #7281
Refs #7313
Refs #7350
Refs #7860
Refs #8223
Refs #8227
## What Changed
- Added `@paperclipai/skills-catalog` as a runtime dependency of
`@paperclipai/server`.
- Exported `./package.json` from `@paperclipai/skills-catalog` so the
server can resolve the published package root directly.
- Updated `server/src/services/skills-catalog.ts` to resolve the
manifest and package root from the published package first, with the
monorepo path retained only as a development fallback.
- Applied that resolved package root to bundled catalog file reads so
manifest lookup and skill-file reads use the same published layout.
- Added `listCatalogSkillsOrEmpty()` so `GET /api/skills/catalog`
returns `[]` and logs a warning when the manifest is unavailable instead
of surfacing a 500.
- Added targeted server tests for published-package resolution and
missing-manifest fallback handling.
## Verification
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/skills-catalog-service.test.ts
src/__tests__/company-skills-routes.test.ts`
- `pnpm --filter @paperclipai/server build`
- Packaging smoke:
- pack `@paperclipai/shared` and `@paperclipai/skills-catalog` from this
checkout
- mount those packed artifacts under `server/dist/node_modules`
- import `server/dist/services/skills-catalog.js`
- verify a bundled catalog `SKILL.md` resolves and reads successfully
from the packed package layout
## Risks
- Low risk: the change is narrowly scoped to catalog package resolution
and fallback behavior.
- The new `./package.json` export slightly broadens the catalog
package's public surface, so reviewers should confirm that is an
acceptable runtime contract.
- The empty-array fallback intentionally changes failure mode for a
missing manifest from `500` to a warning + empty payload, which is safer
for packaged installs but could hide packaging regressions if logs are
not monitored.
## Model Used
- OpenAI Codex via Paperclip `codex_local` (GPT-5-based coding agent;
exact backend model ID/context window not exposed in this harness), with
tool use, shell execution, git, and local test/build 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] 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
- [ ] 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
## Thinking Path
> - Paperclip is the open source control plane teams use to manage AI
agents for work.
> - Company skills are imported from `SKILL.md` files and rely on YAML
frontmatter to describe what each skill does.
> - Multi-line descriptions commonly use YAML block scalars (`>` and
`|`), but the broken parser path behind #4989 reduced those descriptions
to a literal `>` or `|`.
> - The earliest contributor fix for that bug was PR #5046, so this
branch keeps that PR as the canonical merge target instead of replacing
it.
> - Follow-up work from #5071 and #8258 was then transplanted onto this
earlier branch so the final PR preserves contributor credit while still
shipping the strongest complete fix.
> - The resulting change fixes block-scalar parsing in the shared
frontmatter path, aligns server company-skill imports with that shared
parser, and prevents already-stale stored markers from rendering as junk
in the UI.
## Linked Issues or Issue Description
- Fixes#4989
- Refs #2863
- Refs #788
- Related superseded PRs: #5071, #8258
## What Changed
- Kept the original PR #5046 server-side company-skill fix and
regression coverage as the base branch history.
- Added the missing YAML chomping and indicator hardening explored
further in #5071.
- Moved frontmatter parsing to the shared parser path so
`packages/shared`, `packages/skills-catalog`, and server company-skill
imports stay aligned.
- Added UI summary sanitization and fallback handling so stale stored
`>` / `|` values no longer render as visible junk in company-skill
cards.
- Added regression coverage for shared frontmatter parsing,
skills-catalog parsing, company-skill imports, and stale-summary
fallback behavior.
## Verification
- Passed locally: `pnpm exec vitest run
packages/shared/src/frontmatter.test.ts
packages/skills-catalog/src/frontmatter.test.ts
server/src/__tests__/company-skills.test.ts
ui/src/lib/company-skill-summary.test.ts`
- Passed locally: `pnpm --filter @paperclipai/shared typecheck`
- Passed locally: `pnpm --filter @paperclipai/skills-catalog typecheck`
- Not fully runnable in this worktree: `pnpm --filter
@paperclipai/server typecheck` currently fails in `packages/plugins/sdk`
before reaching server code because local workspace `node_modules` type
deps are missing (`TS2688` for `node` / `react`).
- GitHub Actions / PR checks are rerunning on PR #5046 head
`005290b7557725abf748d00f36dd24ea0d919aba`.
## Risks
- Medium-low risk: the fix now touches shared parser code, server
company-skill imports, and UI fallback display rather than only the
server import path.
- The parser is still intentionally narrower than a full YAML
implementation; this change focuses on block-scalar correctness and the
stale-description rendering path relevant to #4989 / #2863.
- This branch intentionally supersedes narrower overlapping work from
#5071 and duplicate work from #8258 once the survivor PR is green.
> 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 and
code-editing 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] 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
- [ ] 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: Devin Foley <devin@paperclip.ing>
## Thinking Path
> - Paperclip is the control plane operators use to manage agent
execution environments, including plugin-declared sandbox providers.
> - The failing user path here was `Test draft` for an unsaved sandbox
environment using a schema field marked `format: "secret-ref"`.
> - Saved environments already resolve secret refs before provider use,
but the unsaved probe path was forwarding the selected secret UUID
directly to the provider, which made Novita draft probes fail.
> - Fixing that safely required a probe-only secret resolution path with
explicit actor authorization and audit context, because an unsaved draft
has no persisted environment binding to authorize against.
> - Once that was fixed, CI and review surfaced follow-up hardening
work: preserve actor source through the draft-probe path, prevent late
heartbeat finalization from overwriting already-terminal runs, avoid
duplicate successful-run handoff wakes for comment-driven runs, make SSH
git ref updates tolerate concurrent managed-runtime restores, and keep
the skills catalog build from failing on transient GitHub errors for
pinned references.
> - The result is that Novita draft probes now behave like saved
environments, the new secret access path is constrained and audited, and
the PR is green end-to-end with Greptile at 5/5.
## Linked Issues or Issue Description
No matching public GitHub issue was found after searching open and
closed Paperclip issues for `novita`. Related PR search found
[#8255](https://github.com/paperclipai/paperclip/pull/8255), but it
addresses Novita/dev-SDK linking rather than this draft probe bug.
Bug summary:
- What happened?
When a board user configured a sandbox environment backed by a
schema-driven plugin provider such as Novita, selecting an existing
company secret for `apiKey` and clicking `Test draft` failed because the
probe received the secret UUID instead of the resolved secret value.
- Expected behavior
`Test draft` should resolve secret-ref fields before calling the
provider probe, just like the saved runtime path does.
- Steps to reproduce
1. Open `Company Settings -> Environments`.
2. Create or edit a `Sandbox` environment using a provider with a
`format: "secret-ref"` field such as `Novita Agent Sandbox`.
3. Select an existing company secret for `apiKey`.
4. Click `Test draft`.
5. Observe the probe failure before this patch.
- Paperclip version or commit
Reproduced on a local `master` dev checkout; fixed and verified on
branch commit `ed982d0c0`.
- Deployment mode
Local dev (`pnpm dev`).
- Installation method
Built from source (`pnpm dev` / `pnpm build`).
- Agent adapter(s) involved
Not adapter-specific in the core bug path; affects schema-driven sandbox
provider plugins such as Novita.
- Database mode
Not database-related.
- Access context
Board (human operator).
- Node.js version
`v25.6.1`.
- Operating system
`macOS 15.7.4`.
- Relevant logs or output
The user-visible failure was `Novita sandbox probe failed` during `Test
draft`.
## What Changed
- Resolved schema-marked secret-ref fields during unsaved sandbox
environment probes by adding a dedicated probe-time secret resolution
path in `environment-config.ts`.
- Passed `companyId` plus the full authenticated actor context into the
draft probe normalization route so secret resolution stays
company-scoped, authorized, and auditable.
- Hardened ephemeral secret resolution so unsaved probes require
`secrets:read`, preserve the original actor source (`local_implicit`,
`agent_jwt`, etc.), and emit usable audit metadata.
- Added a conditional heartbeat run-status update so late adapter
completions cannot overwrite runs that were already cancelled or
otherwise terminal.
- Skipped successful-run handoff synthesis for comment-driven wakes,
which removes the extra wake/run that was breaking
`heartbeat-comment-wake-batching`.
- Retried managed-runtime SSH git ref updates on concurrent ref-lock
races instead of failing the restore path.
- Reused the previous skills-catalog manifest entry when a pinned GitHub
reference fails with a recoverable transient error during CI catalog
generation.
- Added focused regression coverage for the draft probe, ephemeral
secret access, heartbeat handoff behavior, SSH ref-lock races, and
catalog fallback behavior.
## Verification
- `pnpm vitest run server/src/__tests__/environment-routes.test.ts`
- `pnpm vitest run server/src/__tests__/secrets-service.test.ts`
- `pnpm vitest run
server/src/__tests__/heartbeat-comment-wake-batching.test.ts`
- `pnpm vitest run
server/src/services/recovery/successful-run-handoff.test.ts`
- `pnpm vitest run
server/src/__tests__/openclaw-gateway-adapter.test.ts`
- `pnpm exec vitest run packages/adapter-utils/src/ssh-fixture.test.ts
-t "merges concurrent remote commits through the managed runtime restore
path"`
- `pnpm exec vitest run
packages/skills-catalog/src/catalog-builder.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/skills-catalog build`
- `pnpm --filter @paperclipai/adapter-utils build`
- `gh pr checks 8256`
- Manual/live validation: the same fix was cherry-picked into the
running local dev checkout and the user re-tested the Novita `Test
draft` flow successfully after the server restart.
## Risks
- Low risk: the Novita-specific user-facing fix is isolated to unsaved
sandbox draft probes for plugin schema fields marked `format:
"secret-ref"`.
- The new ephemeral secret resolution path is intentionally stricter
than the original broken behavior; regressions would most likely show up
as denied draft probes rather than accidental secret exposure.
- The heartbeat, SSH, and catalog changes are all defensive; if they
regress, they should affect test/CI orchestration paths rather than
persisted company data.
## Model Used
- OpenAI Codex Local (`codex_local` in Paperclip). The runtime does not
expose the exact backend model ID in agent metadata. GPT-5-class coding
model with shell/tool use, repository editing, test execution, GitHub
review handling, and issue-thread coordination.
## 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
- [ ] 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] 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 orchestrates AI agents for zero-human companies
> - Test infrastructure across server, ui, packages/* runs on Vitest
> - Dependabot opened a narrow bump (3.2.4 → 3.2.6), but the wider
workspace is on 3.2.4 and the major-version bridge to v4 needs a
coordinated change set across configs and tests
> - Staying on 3.x indefinitely leaves us behind on Vitest 4 (perf,
pool, and config improvements) and forces repeated patch-only dependabot
churn
> - This pull request upgrades Vitest to 4.1.8 across the workspace,
updates `server/vitest.config.ts` and `scripts/run-vitest-stable.mjs`
for the new API, and adjusts two UI tests for the new assertion
semantics
> - The benefit is a single, coherent Vitest 4 upgrade that supersedes
#7570 and gets us on the supported major line
## What Changed
- Bump `vitest` from `3.2.4` to `4.1.8` across root, `server`, `ui`, and
all `packages/*` (including plugin examples and sandbox providers)
- Update `server/vitest.config.ts` for Vitest 4 config surface
- Update `scripts/run-vitest-stable.mjs` to match the new runner
behavior
- Adjust `ui/src/components/CommentThread.test.tsx` and
`ui/src/components/MarkdownEditor.test.tsx` for Vitest 4 matcher/timing
semantics
- Refresh `pnpm-lock.yaml`
## Verification
- `pnpm install` resolves cleanly with the new lockfile
- `pnpm -w -r test` (server, ui, packages) runs under Vitest 4.1.8
## Risks
- Major-version Vitest bump: behavioral changes in pools, fake timers,
and matcher strictness can surface flake. Test config and the two UI
tests were updated to match v4 semantics; broader test runs should be
watched on CI before merge.
- Supersedes dependabot PR #7570 (3.2.4 → 3.2.6); that PR should be
closed.
## Model Used
- Claude (Anthropic) — `claude-opus-4-7`, extended thinking, tool use
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
- [ ] I have run tests locally and they pass
- [ ] 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
Closes#7570
Adds the wireframe skill (low-fi black-and-white SVG wireframes + viewer
page) as a bundled catalog skill under
catalog/bundled/product/wireframe, alongside its references/ docs and
assets/ templates. Regenerates generated/catalog.json (8 -> 9 skills).
The skill ships static svg/html template assets, so its derived trust
level is "assets" rather than "markdown_only". The server's real
install-time security gate (assertCatalogSkillInstallable) blocks only
"scripts_executables", and "assets" skills are installable, so the
shipped-catalog markdown-only invariant is refined to gate on executable
scripts instead. No skill ships executable scripts.
Co-Authored-By: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies through
company-scoped control-plane workflows.
> - Agents need reusable, inspectable skills that can be installed,
reset, audited, exported, and assigned without bespoke local setup.
> - The existing skill truth model needed cleanup so bundled skills,
optional catalog skills, runtime skills, and adapter-provided skills
have clear provenance.
> - Operators also need a practical CLI and board UI for discovering and
managing company skills.
> - This pull request adds the skills CLI, packaged skills catalog,
company skills APIs, and catalog-aware board UI.
> - The benefit is a more reusable Paperclip company setup where skills
are portable, auditable, and easier for operators and agents to manage.
## What Changed
- Added `paperclipai skills` CLI commands and coverage for catalog
listing, installing, resetting, and inspecting company skills.
- Added a packaged `@paperclipai/skills-catalog` workspace with bundled
and optional skill content plus validation/build tests.
- Added shared company-skill types and validators used across CLI,
server, and UI contracts.
- Added server catalog APIs/services for company skill catalog
operations, reset semantics, audit behavior, and portability provenance.
- Updated adapter skill handling so runtime/catalog provenance remains
explicit across local adapters.
- Added board UI support for browsing and managing catalog-backed
company skills.
- Updated docs for the skills CLI/catalog flow and the company skills
Paperclip skill reference.
- Rebased the branch onto current `paperclipai/paperclip:master`; no
`pnpm-lock.yaml`, `.github/workflows`, or migration files are included
in the final PR diff.
## Verification
- Passed: `pnpm run preflight:workspace-links && pnpm exec vitest run
cli/src/__tests__/skills.test.ts
packages/skills-catalog/src/catalog-builder.test.ts
packages/skills-catalog/src/shipped-catalog.test.ts
packages/shared/src/validators/company-skill.test.ts
packages/adapter-utils/src/server-utils.test.ts
packages/plugins/create-paperclip-plugin/src/entrypoints.test.ts
server/src/__tests__/company-skills-catalog-service.test.ts
server/src/__tests__/company-skills-routes.test.ts
server/src/__tests__/company-portability.test.ts`.
- Passed: `pnpm exec vitest run
server/src/__tests__/workspace-runtime.test.ts -t "default
branch|origin/master|symbolic-ref"`.
- Attempted: full `server/src/__tests__/workspace-runtime.test.ts`. Four
provisioning tests failed while seeding an isolated worktree database
from the local Paperclip instance because the local plugin schema dump
contains a duplicate-column foreign key
(`plugin_content_machine_18a7bc327b.content_case_signals`). The
default-branch tests touched by the rebase conflict passed in the
focused run above.
- Checked final diff: no `pnpm-lock.yaml`, no `.github/workflows`, and
no migration-file changes relative to `master`.
## Risks
- Medium: this is a broad skills/catalog change touching CLI, server
APIs, shared contracts, adapter skill sync, and UI.
- Catalog validation and reset semantics need careful reviewer attention
because they affect reusable company setup and portability.
- No database migrations are included in this PR, so there is no
migration ordering/idempotency risk in the final diff.
- No lockfile is included by design; dependency resolution will be
handled by the repository lockfile workflow.
## Model Used
- OpenAI Codex coding agent based on GPT-5, running in Paperclip via the
`codex_local` adapter with shell, git, GitHub CLI, and code-editing tool
access. Exact hosted model build/context-window metadata is 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 run targeted tests locally and documented the local
workspace-runtime seed failure above
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, screenshots were intentionally
omitted per PAP-10124 instructions; UI behavior is covered by tests and
reviewer inspection
- [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>
Dotta
Nicky Leach
dependabot[bot]
Devin Foley
MrBob
Dotta