Commit Graph

10 Commits

Author SHA1 Message Date
Dotta 30ff3d7c58
feat(routines): expose activity gate API (#9438)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Scheduled routines provide recurring control-plane work without
manual intervention
> - The new activity gate can suppress scheduled runs when no external
work occurred
> - The core scheduler and database support landed without a public
create/update contract
> - Agents, operators, and managed plugins need validated fields plus
discoverable semantics to opt in safely
> - This pull request exposes the activity gate through routine APIs,
revisions, plugin contracts, tests, and skill documentation
> - The benefit is backward-compatible control over idle scheduled work
without losing activity-triggered follow-up

## Linked Issues or Issue Description

- Refs #8534

## What Changed

- Added shared activity-gate policy and scope enums with create/PATCH
validation.
- Persisted activity-gate fields through routine creation, updates,
revision snapshots, pipeline snapshots, and revision restores.
- Defaulted legacy revision snapshots during restore and added
regression coverage for pre-field snapshots.
- Extended managed-plugin routine declarations, production
reconciliation, and the SDK test harness to preserve non-default gate
settings.
- Added end-to-end API coverage for create/PATCH/list/detail
round-trips, defaults, and invalid enum rejection.
- Documented schedule-only semantics, activity windows,
own-run/read-action exclusions, scopes, and an hourly quiet-night
watcher example.

## Verification

- `pnpm exec vitest run packages/shared/src/validators/routine.test.ts
server/src/__tests__/routines-service.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run packages/shared/src/validators/plugin.test.ts
packages/plugins/sdk/tests/testing-actions.test.ts
server/src/__tests__/plugin-managed-routines.test.ts
server/src/__tests__/routines-service.test.ts -t 'activity
gate|preserves declared activity gate settings|resolves routine agent
and project refs'`
- `pnpm exec vitest run ui/src/lib/workspace-routines.test.ts
ui/src/pages/Routines.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/plugin-sdk typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- GitHub CI: all final-head checks green; Storybook visual regression
skipped by path rules.
- Greptile: 5/5 with no unresolved review threads.

## Risks

- Low risk: defaults remain `always` and `company`, preserving existing
routine behavior and old revision snapshots.
- Managed plugin manifests can now declare the same validated gate
settings as the public routine API; omitted values retain core defaults.
- Revision snapshots now include the new fields so policy changes are
not lost or treated as no-ops during restore.

> For core feature work, checked `ROADMAP.md`: this extends the existing
Scheduled Routines roadmap item and does not duplicate a separate
planned capability.

## Model Used

- OpenAI GPT-5.5 via Codex CLI, with repository tool use and code
execution; context-window size was not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-24 16:47:24 -05:00
Michael Nguyen a7186dce4b
fix(plugin-sdk): thread companyId through configChanged + fail-closed cross-tenant guard (LOOA-687) (#10096)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - First-party **plugins** run as isolated workers spawned by the host
`plugin-loader`, reading company-scoped config through a governed
`ctx.config.get(companyId)` channel.
> - The host→worker `configChanged` RPC carries `{ config, companyId }`,
but the SDK dispatch dropped the scope — `onConfigChanged(newConfig)`
was companyId-blind by design — so a **proactive** worker kept a single
worker-global config.
> - #10092 added a startup replay that fans out **every** stored
company's config through `configChanged`. With no deterministic
ordering, a plugin configured for more than one distinct company ends up
running as whichever DB row was delivered last.
> - That is a latent cross-tenant identity/secret confusion bug: one
company's bot token could be applied to another company's traffic.
> - This pull request threads `companyId` through `onConfigChanged` and
adds a fail-closed cross-tenant guard at the SDK layer, so a
single-tenant worker can never silently collapse to a second company's
config.
> - The benefit is that the config-delivery class is fixed at the SDK
boundary — before any genuinely multi-company proactive plugin ships —
without changing today's single-tenant behavior.

## Linked Issues or Issue Description

No public GitHub issue — describing in-PR (hardening / latent security):

**Latent cross-tenant config collapse.** The worker-side `configChanged`
dispatch forwarded only `config` and dropped `companyId`, so a proactive
plugin kept a single worker-global config. #10092's startup replay
delivers every configured company's config sequentially with no `ORDER
BY`, so a plugin with configs for more than one distinct company would
apply a nondeterministic last-write-wins global config (one tenant's
credential applied to another's traffic).

- Builds on and must merge after #10092.
- Not exploitable today: the only proactive consumer (the chat gateway)
has single-tenant config rows, so last-write-wins is a no-op. This is a
hardening pre-condition before any multi-company proactive plugin ships.

## What Changed

- **Thread scope through:** `onConfigChanged(newConfig, context)` with a
new exported `PluginConfigChangeContext { companyId }`. Backward
compatible — the second arg is optional; existing single-arg
implementations are unaffected.
- **Fail-closed cross-tenant guard** (`worker-rpc-host.ts`): a
single-tenant plugin that receives `configChanged` for a second,
distinct company with a *different* config is rejected with the new
`PLUGIN_RPC_ERROR_CODES.CROSS_TENANT_CONFIG` instead of silently
overwriting the applied tenant's config. Idempotent replays of the
*same* config under a different scope row remain allowed.
- **Opt-in `multiCompanyConfig: true`** on the plugin definition for
plugins that genuinely serve multiple companies from one worker (keying
per-company state on `context.companyId`); the guard is bypassed for
those.
- **Deterministic `ORDER BY companyId`** on `registry.listConfigs`, so
the startup replay binds a single-tenant worker to a stable company
across restarts.
- **Loader visibility:** a `CROSS_TENANT_CONFIG` rejection is logged at
`warn` (was best-effort `debug`) so the misconfiguration is surfaced.
- **Regression test**
(`packages/plugins/sdk/tests/worker-rpc-host.test.ts`): two distinct
companies delivered via the startup-replay path fail closed and stay
bound to the first company; an idempotent same-config replay under a
different scope row is allowed; a `multiCompanyConfig` plugin receives
per-company config with the correct `context.companyId`.

## Verification

- SDK `tsc --noEmit`: clean.
- SDK vitest `worker-rpc-host.test.ts`: 7/7 pass (incl. 3 new). The
two-distinct-company case **fails against pre-fix code** and passes
after the fix.
- #10092 embedded-postgres `plugin-config-startup-delivery.test.ts`: 3/3
pass (unaffected by the new `ORDER BY`).
- Full server `tsc --noEmit` against this SDK: clean.

## Risks

- **Low functional risk.** The second `onConfigChanged` arg is optional
and existing implementations are unchanged. Today's single-tenant
gateway keeps working — idempotent same-config replays are explicitly
allowed, so the go-live is preserved.
- **Behavioral shift on misconfig:** a genuinely multi-company plugin
that has NOT opted into `multiCompanyConfig` now fails closed
(`CROSS_TENANT_CONFIG`) rather than silently collapsing to one tenant.
This is the intended safer default; opt in with `multiCompanyConfig:
true` to serve multiple companies from one worker.
- **Not in scope (residual).** Per-company workers/connections for a
genuinely multi-company gateway increase resource use and are tracked
separately (ties into the #10092 fan-out/timeout follow-up). This PR
fixes the class and fails closed; it does not build multi-tenant
connection management.

## Model Used

Claude — Anthropic `claude-opus-4-8` (Opus 4.8), extended thinking, with
tool use / code execution via Claude Code.

## Checklist

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

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

Co-authored-by: anicca <annica@Michaels-Mac-Studio.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-23 09:50:48 -07:00
Michael Nguyen 5a00040c4c
feat(plugin-sdk): interactions/approvals respond + attachment read capabilities for the chat gateway (#10066)
Adds the remaining 5 plugin capabilities + 7 worker→host RPC methods (interactions read/respond, approvals read/respond, attachment read) needed by the Slack chat gateway plugin (v0.5.0) to pass manifest capability validation and load.

- Security review: PASS (LOOA-642) after the viewer-role privilege-escalation blocker (LOOA-648) was fixed on this branch (requireActiveHumanMember now rejects viewer on impersonation write-paths, matching assertCompanyAccess).
- CI: Build, Typecheck, all server suites (3/3 + serialized 4/4), workspaces, e2e shard 2/2, and all security scanners (Snyk/Socket/Superagent/Greptile/security-review) green.
- One e2e flake (signoff-policy 'non-participant cannot advance stage') is unrelated: it exercises execution-policy stage advancement (routes/issues.ts, untouched by this PR) and failed on a heartbeat_run_events FK race + 409 checkout conflict.

Unblocks LOOA-629 (Slack gateway go-live) and the interview-ask feature.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-07-22 21:30:34 -07:00
Michael Nguyen e55d702916
feat(plugin-sdk): human-attributed issue comments for chat gateway plugins (#10050)
Adds the `issue.comments.create_human_attributed` capability and `ctx.issues.createComment` `actorUserId` option, with host-side active-human-member verification. LOOA-627.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-07-22 15:54:46 -07:00
Nicky Leach b247bf7150
feat(runtime): opt-in sandbox file-sync lifecycle hooks (API + provider docs) (#10013)
## Thinking Path

> - Paperclip is an open-source AI-agent management platform; agents run
tasks inside sandboxed environments (Daytona, Kubernetes, E2B, etc.)
> - The control-plane ↔ sandbox file-transfer path flows through the
`environmentExecute` seam in `protocol.ts` — the only verb available to
plugins — which forces a base64-over-exec chunked loop for every file
move: workspace files, assets, Codex home sync
> - This transport is correct and safe, but it bypasses provider-native
bulk/streaming APIs (Daytona `uploadFiles`, K8s `FastUploadInterceptor`
/ volume mounts), leaving significant throughput on the table for large
workspaces
> - The right fix is an opt-in seam extension: providers with faster
native transfer declare two optional verbs; providers that do not opt in
stay on the existing fallback with zero code or behavior change required
> - This PR adds the first layer of that extension — two optional verbs
(`environmentSyncIn` / `environmentSyncOut`) in the plugin SDK, the
runtime plumbing to prefer the native path for the two clean
destroy-then-replace cases, and a doc for the contract
> - The core correctness invariant is byte-identical fallback: if no
provider opts in, execution is exactly what ships today;
`assertSyncOperationsConfined` enforces host-side path confinement for
providers that do opt in
> - No provider advertises the verbs yet → zero production behavior
change; future PRs wire up Daytona and K8s providers against this
contract

## Linked Issues or Issue Description

No public GitHub issue exists for this feature. Description follows the
`feature_request` issue template:

**Subsystem affected:**
packages/plugins — plugin system; packages/adapter-utils — adapter
runtime; server/ — EnvironmentRuntimeService

**Problem or motivation:**
Sandbox file transfers currently always use a base64-over-exec chunked
loop regardless of what the underlying provider supports. For workspaces
larger than a few MB this becomes the dominant wall-clock cost of every
sandbox run, and it bypasses bulk/stream APIs that providers like
Daytona already expose natively.

**Proposed solution:**
Add two optional, opt-in plugin hooks — `onEnvironmentSyncIn` /
`onEnvironmentSyncOut` — to the plugin SDK. When a provider defines both
hooks and both are advertised via the existing `supportedMethods`
negotiation, the runtime prefers the native path for the two clean
destroy-then-replace transfer cases; all other cases fall back to the
existing byte-identical base64 transport.

**Alternatives considered:**
An unconditional verb would require every provider to implement or stub
the verb. The opt-in / `METHOD_NOT_IMPLEMENTED` pattern (already used by
`environmentExecute`) preserves backward compatibility with zero
provider changes required.

**Roadmap alignment:**
Consistent with the ✅ "Cloud / Sandbox agents" and ✅ "Plugin system"
milestones; extends the plugin seam rather than adding
control-plane-level logic.

**Additional context:**
Searched open pull requests and issues for duplicate sandbox file-sync /
native-transfer work; none found.

## What Changed

- **`packages/plugins/sdk`**
- `protocol.ts`: two new optional `HostToWorkerMethods` —
`environmentSyncIn` / `environmentSyncOut` — plus generic
`SyncOperation`, `SyncFileMapping`, and `SyncOutcome` types
- `define-plugin.ts`: optional `onEnvironmentSyncIn` /
`onEnvironmentSyncOut` fields on `PluginDefinition`; worker advertises
each verb only when its hook is defined (else `METHOD_NOT_IMPLEMENTED`,
mirroring `environmentExecute`)
  - `worker-rpc-host.ts`: route new verbs to plugin hooks
  - `index.ts`: re-export new public types
- **`packages/adapter-utils`**
- `command-managed-runtime.ts`: expose optional `syncIn` / `syncOut` on
`CommandManagedRuntimeRunner` (available only when both verbs are
advertised); add `assertSyncOperationsConfined` host-side
path-confinement guard
- `sandbox-managed-runtime.ts`: `SandboxManagedRuntimeClient` gains
optional `syncIn` / `syncOut`; orchestrator prefers native path for
default-provision asset inbound and workspace-download-into-fresh-dir
outbound; all other paths keep the existing base64 fallback
- `sandbox-file-sync.test.ts` (new): 234-line characterization suite —
native-opt-in branch, fallback branch, `assertSyncOperationsConfined`
escape-path rejection, `followSymlinks` → tar `-h`
- `command-managed-runtime.test.ts`: negotiation + native-sync +
confinement tests
- **`server/src/services/environment-runtime.ts`**:
`EnvironmentRuntimeService` delegates to `syncIn` / `syncOut`, gated on
advertised support
- **`server/src/services/environment-execution-target.ts`**: minor
typing fix alongside the new verbs
- **`doc/plugins/SANDBOX_FILE_SYNC_HOOKS.md`** (new): documents the full
contract — opt-in / no-op guarantee, operation ordering,
provider-may-tar, atomicity, `followSymlinks`, secret modes (0600, no
window), path confinement, `operationId` opacity, resource bounds,
shell-quoting

## Verification

```bash
# SDK suite
pnpm --filter packages/plugins/sdk test

# Adapter-utils suite (includes new sandbox-file-sync characterization tests)
pnpm --filter packages/adapter-utils test
# Expected: 255 pass / 4 skip

# Type-check across affected packages
pnpm --filter packages/plugins/sdk typecheck
pnpm --filter packages/adapter-utils typecheck
# Server changed-file spot check:
cd server && npx tsc --noEmit --skipLibCheck 2>&1 | grep -E "environment-(runtime|execution-target)" | head -20
```

Key behavioral invariant to spot-check: with no provider opting in (the
current state), run any sandbox task and confirm file-transfer behavior
is byte-for-byte identical to what the pre-PR code produces. The
characterization tests assert this at the unit level.

## Risks

- **Zero production risk today**: no provider advertises
`environmentSyncIn` / `environmentSyncOut`, so the new code paths are
unreachable in production; all real traffic stays on the existing base64
fallback
- **Path confinement**: `assertSyncOperationsConfined` rejects any
`targetPath` that escapes the declared root — this is the primary
security boundary for future providers. The test suite covers
escape-path rejection
- **Atomicity**: the contract delegates atomicity to providers; the doc
explicitly calls out that directory-level ops are not guaranteed atomic
- **Secret transport**: credential assets (e.g., Codex `auth.json`,
directory mappings) continue to use the existing tar path — they do not
go through the new verbs in any current provider

> 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

Provider: Anthropic  
Model: `claude-sonnet-4-6` (Claude Sonnet 4.6)  
Context window: 200 K tokens  
Capabilities: extended tool use, multi-file code generation, agentic
reasoning via the Paperclip agent framework

## 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: Harold Kim <harold@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-22 10:08:03 -07:00
Dotta 1de0a3bb1e
feat(mcp) [split 2/8]: add governed access contracts (#9557)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Governed MCP access spans contracts, runtime enforcement, adapters,
UI surfaces, and operator verification
> - The parity reference PR #9534 is too large for effective automated
or human review
> - The feature therefore needs a linear stack whose individual diffs
stay below the 100-file review limit
> - This pull request is split 2/8 and focuses on database schema and
shared governance contracts
> - The benefit is a standalone, testable review boundary while
preserving byte-for-byte parity at the top of the stack

## Linked Issues or Issue Description

- Related parity reference: #9534
- Problem: The governed access model needs additive persistence and
synchronized shared types before server enforcement can compile.
- Proposed solution: Adds migrations 0148–0169, tool-access and Smoke
Lab schema, shared types/validators/gallery helpers, and the minimal
compile-required contract consumers identified by boundary testing.
- Alternatives considered: keeping #9534 as one 403-file review, or
rewriting the feature to manufacture seams; both were rejected in favor
of path extraction plus compile-driven boundary moves.
- Roadmap alignment: this advances the existing governed MCP/tool-access
work already represented by #9534; it does not introduce a separate
roadmap initiative.
- Stack position: base branch is `pap10341-split/01-demo-servers`.
- Merge policy: merge bottom-up, in order, only after the complete
eight-PR stack has been reviewed and the top-of-stack parity gate
remains empty.
- Requested review: QA for migrations/validators; Greptile on every PR.

## What Changed

- Adds migrations 0148–0169, tool-access and Smoke Lab schema, shared
types/validators/gallery helpers, and the minimal compile-required
contract consumers identified by boundary testing.
- Keeps this PR below 100 changed files and independently typecheckable.
- Preserves the final tree from #9534 when combined with the other seven
stack levels.

## Verification

- `pnpm typecheck` — passed, including migration numbering and safety
checks
- `pnpm --filter @paperclipai/db test` — passed
- `pnpm --filter @paperclipai/shared test` — passed

## Risks

- Migration or contract mistakes could affect every upper layer; all
migrations are additive/idempotent and compile consumers are included in
this boundary.
- Stack risk: merging out of order can expose incomplete layers;
mitigate by following the documented bottom-up merge policy.
- Parity risk: later edits to an intermediate branch can drift from
#9534; mitigate by re-running the empty top-of-stack diff before merge.

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

## Model Used

- OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context
window; medium reasoning with repository, shell, Git, GitHub CLI, and
code-execution tools enabled.

## Checklist

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


## Stack Coordination

- Internal execution plan:
[PAP-13874](/PAP/issues/PAP-13874#document-plan)
- Parity reference: #9534
- Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563
- Merge bottom-up only after full-stack review and an empty parity diff
at #9563.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-14 12:57:20 -05:00
Dotta 4d5322c821
[codex] Add checkbox confirmation issue interactions (#7649)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work is coordinated through issues, comments, interactions,
and approval-style handoffs.
> - Existing issue-thread interactions could ask questions, suggest
tasks, and request confirmation, but they did not support a structured
checkbox confirmation payload for choosing one or more options.
> - That gap made board/user confirmations harder to validate
consistently across API callers, plugin helpers, CLI tooling, and the
UI.
> - This pull request adds the shared checkbox confirmation contract,
server handling, client helpers, and issue-thread UI needed to render
and submit structured selections.
> - The benefit is that agents can request bounded multi-select
confirmations in the same audited issue-thread flow as other Paperclip
interactions.

## Linked Issues or Issue Description

- No public GitHub issue found for this exact branch. Internal Paperclip
issue: PAP-10415 / PAP-10441 requested creating this PR for the checkbox
confirmation issue-thread UI component work.
- GitHub duplicate search performed for checkbox confirmation /
issue-thread interaction PRs; no matching open PR was found.
- Related issue search result `#7497` was unrelated company file cleanup
work, so it is not linked as a related issue.

## What Changed

- Added shared types, validators, constants, and tests for
`request_checkbox_confirmation` interactions.
- Extended server issue-thread interaction service and routes for
checkbox confirmation creation, validation, expiration, and response
handling.
- Added CLI, MCP, and plugin SDK helper coverage so external callers can
create the new interaction shape consistently.
- Updated the issue-thread interaction UI to render checkbox
confirmations with min/max bounds, selection summaries, stale-target
states, and accept/decline flows.
- Documented the checkbox confirmation interaction contract in the
Paperclip skill/API reference.

## Verification

- Rebased cleanly on `paperclipai/paperclip` `master` fetched into
`public-gh/master` at `a4fa0eaf5`.
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.
- Ran focused tests with `NODE_ENV=test`:

```sh
NODE_ENV=test pnpm run preflight:workspace-links
NODE_ENV=test pnpm exec vitest run packages/shared/src/issue-thread-interactions.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/lib/issue-thread-interactions.test.ts cli/src/__tests__/issue-subresources.test.ts cli/src/__tests__/project-goal.test.ts packages/mcp-server/src/tools.test.ts packages/plugins/sdk/tests/testing-actions.test.ts
```

Result: 8 test files passed, 78 tests passed.
- CI on latest head `63b9e55` is green.
- Greptile Review passed on latest head; GraphQL review-thread check
shows all Greptile threads resolved.

## Risks

- Medium surface area because the interaction contract touches shared
validators, server routes/services, UI rendering, CLI, MCP, plugin SDK
helpers, and docs.
- No database migrations are included.
- `pnpm-lock.yaml` is intentionally excluded per repository lockfile
policy.
- UI screenshots are not attached because the task explicitly requested
not to add design screenshots or images unless they were part of the
work; component tests cover the new rendering and interaction states.

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

## Model Used

- OpenAI Codex coding agent based on GPT-5, with repository file access,
shell command execution, git/GitHub CLI tooling, and Paperclip
control-plane API access. Exact hosted model ID/context-window metadata
is not exposed inside 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 08:48:43 -05:00
Dotta a1835cfa5e
[codex] Harden plugin runtime invocation scope (#6547)
## Thinking Path

> - Paperclip orchestrates AI-agent companies through a company-scoped
control plane.
> - Plugins extend that control plane, but plugin workers still call
back into host APIs.
> - Those worker-to-host calls need the same company boundary guarantees
as normal API routes.
> - Plugin action handlers also need authenticated actor context from
the host instead of trusting caller-supplied params.
> - This pull request hardens plugin bridge/action scope and keeps
plugin operation issues out of normal issue surfaces.
> - The benefit is safer plugin execution with clearer authorization
boundaries and better test coverage.

## What Changed

- Added host-owned invocation context plumbing for nested plugin worker
calls.
- Added actor context to plugin `performAction` calls and test harness
helpers.
- Enforced company invocation scope on worker-to-host calls and filtered
company lists to the active invocation scope.
- Extended plugin action route tests for board and agent actor context,
spoofed company params, and cross-company rejection.
- Extended plugin worker manager coverage for invocation-scope
propagation.
- Filtered typed and legacy plugin operation issue origins from default
issue/inbox lists.

## Verification

- `pnpm --filter @paperclipai/plugin-sdk build`
- `NODE_ENV=test pnpm exec vitest run
packages/plugins/sdk/tests/host-client-factory.test.ts
packages/plugins/sdk/tests/testing-actions.test.ts
server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/plugin-worker-manager.test.ts
server/src/__tests__/issues-service.test.ts`

Note: embedded Postgres issue-service tests reported host-level Postgres
init skip for 47 tests; the non-embedded targeted tests passed.

## Risks

- Medium: plugin host authorization paths are sensitive, and external
plugins may rely on previously loose company params.
- Mitigation: the change only tightens calls when the host attached a
company invocation scope and includes explicit tests for board, agent,
and nested worker calls.

> 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 via `codex_local`, tool-enabled coding session;
exact context window not exposed by 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 tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-05-22 09:16:24 -05:00
Dotta 38c185fb8b
[codex] Add agent permissions and controls plan (#6386)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies by keeping
task ownership, approvals, and operator control inside one control
plane.
> - Agent permissions and plugin-hosted company settings sit on the
boundary between autonomy and governance.
> - V1 needs scoped task assignment rules, plugin extension points, and
clearer company access surfaces without weakening company boundaries.
> - The branch builds the core authorization service, plugin SDK/host
APIs, and UI simplifications needed to support those controls.
> - Paperclip EE plugin surfaces were intentionally moved out of this
core PR per review direction, so this PR now carries only the public
core/plugin infrastructure work.
> - The latest updates preserve the PAP-9937 branch changes that belong
in this PR, remove the `design/` artifacts, and exclude the experimental
`plugin-briefs` package.
> - Greptile feedback was applied through the authorization/audit paths
and the final cleanup commit was re-reviewed at 5/5 with no unresolved
Greptile threads.
> - The benefit is safer assignment control with extension hooks for
richer permission products while preserving simple defaults for normal
operators.

## What Changed

- Added scoped task-assignment authorization decisions and routed
issue/agent assignment mutations through the authorization service.
- Added plugin SDK and host APIs for company settings slots,
authorization policy/grant management, assignment previews, and bridge
invocation scope propagation.
- Simplified core company access UI and moved advanced controls behind
plugin-provided settings surfaces.
- Added retry-now affordances for blocked issue next-step notices.
- Added protected-assignment enforcement for persisted
agent/project/issue policies, including explicit-grant fallback
behavior.
- Added incremental principal-access compatibility backfill for active
agent memberships and role-default human permission grants.
- Added the Markdown code block wrap action fix from the latest branch
changes.
- Removed `design/` artifacts from the PR and removed
`packages/plugins/plugin-briefs` from the final diff.
- Addressed Greptile feedback for plugin actor sanitization, legacy
membership handling, audit pagination, unknown grant-scope metadata, and
startup test mocks.

## Verification

- `pnpm exec vitest run server/src/__tests__/access-service.test.ts
server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54
tests passed.
- `pnpm exec vitest run
server/src/__tests__/server-startup-feedback-export.test.ts
server/src/__tests__/access-service.test.ts
server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62
tests passed.
- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/plugin-access-authorization-host-services.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files
passed, 28 tests passed.
- `pnpm --filter @paperclipai/server typecheck` -> passed.
- `git diff --check` -> passed.
- `node ./scripts/check-docker-deps-stage.mjs` -> passed.
- `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed
with no lockfile update.
- `pnpm exec vitest run
ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed.
- `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0.
- GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`.
- Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0
comments/annotations added, 0 unresolved review threads.
- Confirmed the PR diff contains no `design/`,
`packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or
`.github/workflows` changes.

## Risks

- Medium: task assignment authorization paths are behaviorally stricter
for protected/private policy data, so existing plugin-authored policies
may block assignment until explicit grants or approval flows are
configured.
- Medium: plugin-host authorization APIs expand the surface area
available to trusted plugins and need careful review for company
scoping.
- Low: startup now performs a principal-access compatibility backfill,
but the migration and runtime backfill use conflict-tolerant inserts.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool-enabled workflow with shell,
git, and GitHub CLI access.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-22 08:12:52 -05:00
Dotta b947a7d76c
[codex] Improve local plugin development workflow (#5821)
## Thinking Path

> - Paperclip is the control plane for autonomous AI-agent companies.
> - Plugins are the extension point for adding capabilities without
expanding the core product surface.
> - Local plugin development needed a tighter CLI-first loop so plugin
authors can scaffold, run, install, inspect, and reload plugins without
reaching into internal package paths.
> - The server plugin install path also needed local-path handling that
keeps plugin identity, dashboard routes, and development watchers
coherent.
> - This pull request adds the CLI scaffold/install workflow, fixes the
server and SDK edge cases that blocked that loop, and updates the
agent-facing plugin creation skill and docs.
> - The benefit is that contributors can develop plugins from local
folders with a documented, repeatable happy path.

## What Changed

- Added `paperclipai plugin init` coverage and CLI wiring for local
plugin scaffolding.
- Improved local plugin install handling, plugin key route resolution,
dashboard capability behavior, and dev watcher startup/reload behavior.
- Fixed plugin SDK worker entrypoint validation for symlinked package
layouts.
- Added targeted tests for plugin init, server plugin authz/watcher
behavior, SDK worker host validation, and the authoring smoke example.
- Added a short local plugin development guide and refreshed the plugin
authoring guide plus `paperclip-create-plugin` skill instructions.

## Verification

- `pnpm run preflight:workspace-links && pnpm --filter
@paperclipai/plugin-sdk build && pnpm --filter
@paperclipai/create-paperclip-plugin typecheck && pnpm --filter
paperclipai typecheck && pnpm --filter @paperclipai/plugin-sdk typecheck
&& pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run --project paperclipai
cli/src/__tests__/plugin-init.test.ts`
- `pnpm exec vitest run --project @paperclipai/plugin-sdk
packages/plugins/sdk/tests/worker-rpc-host.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/plugin-dev-watcher.test.ts --pool=forks
--poolOptions.forks.isolate=true`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/plugin-routes-authz.test.ts --pool=forks
--poolOptions.forks.isolate=true`
- `pnpm --dir packages/plugins/examples/plugin-authoring-smoke-example
test`
- Confirmed `pnpm-lock.yaml` is not included in the PR diff.

## Risks

- Medium risk: this touches plugin install routing, CLI command
behavior, and the local development watcher.
- Local path plugin installs execute trusted local code by design; the
new docs call out that trust boundary.
- No database migrations are included.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool-enabled local shell and git
workflow, medium reasoning effort. Context window details were 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 tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

UI screenshots: not applicable; this PR changes CLI/server/plugin docs
and tests, not board UI rendering.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-12 17:38:24 -05:00