Commit Graph

1466 Commits

Author SHA1 Message Date
Nicky Leach 5ca7b4c1fe
fix(security): standardize paperclipai CLI guidance on safe npx path (#11343)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip provides CLI guidance to agents and operators through
documentation and runtime messages.
> - Content-bearing `pnpm paperclipai` examples send arguments through a
shell.
> - Shell evaluation can execute command substitutions in untrusted
argument content.
> - Runtime hostname guidance can also place request-derived content
inside a shell command.
> - This pull request uses `npx paperclipai` for content-bearing
guidance and uses a static hostname placeholder.
> - The benefit is safer copy-paste guidance for agents and operators.

## Linked Issues or Issue Description

**Issue type**
Incorrect information

**Where is the issue?**
CLI guidance in `doc/CLI.md`, `skills/paperclip/SKILL.md`,
documentation, and runtime-generated hints.

**What's wrong?**
Content-bearing `pnpm paperclipai` commands can pass argument text
through `/bin/sh`. Shell command substitution in an argument can execute
before the CLI receives the value.

**Suggested fix**
Use `npx paperclipai` for content-bearing commands. Use a static
`<host>` placeholder when runtime guidance displays the allowed-hostname
command.

## What Changed

- Replace content-bearing `pnpm paperclipai` examples with `npx
paperclipai` across the documentation and agent-facing guidance.
- Update runtime-generated CLI hints to use a static `<host>`
placeholder.
- Add safety notes to `doc/CLI.md` and `skills/paperclip/SKILL.md`.
- Add scans and regression tests for unsafe invocation and hostile
hostname headers.
- Keep fixed lifecycle commands and `pnpm --filter @paperclipai/*` build
commands unchanged.

## Verification

- Run `tsc --noEmit` for the changed server files.
- Run `cli-invocation-safety.test.ts`.
- Run `private-hostname-guard.test.ts`.
- Confirm that hostile hostname headers do not enter shown shell
commands.
- Confirm that the three commits contain the required Paperclip
co-author trailer.

## Risks

- This change updates documentation and diagnostic text across many
surfaces.
- Fixed lifecycle and setup commands remain unchanged.
- The tests fail if content-bearing `pnpm paperclipai` guidance returns.
- The change does not alter the CLI argument parser.

## Model Used

OpenAI Codex, GPT-5, tool use, code execution, and repository review
assistance.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 16:43:21 -07:00
Nicky Leach 05d58cd884
fix(tool-gateway): keep unsigned ask-first requests out of the review queue without cancelling them (#11338)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The tool gateway creates approval requests and the review queue
reads them
> - The gateway creates a request row before it adds the signature
> - A review-queue read can see the row during that short unsigned state
> - The old read path cancels the unsigned row, so approval returns `409
action_not_pending`
> - This pull request hides unsigned in-flight rows and keeps them
pending until signing finishes
> - The benefit is that approval succeeds while invalid signed requests
remain cancelled

## Linked Issues or Issue Description

**What happened?**

A review-queue read cancelled a pending tool action request when the
request had no signature yet. The next approval call returned `409
action_not_pending`.

**Expected behavior**

The review queue must hide an unsigned in-flight request and keep its
state as `pending`. A request with an invalid signature must remain
cancelled.

**Steps to reproduce**

1. Create a require-approval tool action request.
2. Read the review queue while the request signature is still null.
3. Approve the request after the creator adds the signature.
4. Observe that the old code cancels the request and the approval call
fails.

**Paperclip version or commit**

Commit `720aa0a494bbaa1711bc7a3d795f810765915bfe`.

**Deployment mode**

Local dev with the embedded PGlite database.

**Installation method**

Built from source with pnpm.

**Agent adapter(s) involved**

Not adapter-specific. This is a core tool access service bug.

**Database mode**

Embedded PGlite.

**Access context**

Board and agent tool approval flow.

## What Changed

- Keep a pending request with a null signature out of
`listActionRequests` results.
- Cancel a request when its non-null signature fails verification.
- Add a permanent regression test for the unsigned request transition.
- Update the contract test for unsigned and invalid-signature requests.

## Verification

- Run the tool access service, tool gateway service, tool gateway, and
tool access policy service tests.
- Confirm 227 tests pass.
- Run the `@mcp-runnable` Playwright end-to-end suite in CI.
- Run the US-9 loop 30 times in CI.

## Risks

The change alters review-queue filtering for unsigned requests. A null
signature now means that signing remains in progress. Invalid signed
requests keep the existing cancellation behavior. The change has no
database migration.

## Model Used

OpenAI Codex, GPT-5, with tool use and code execution. The model
reviewed the handoff, repository rules, and pull request state. The
implementation author supplied the code and tests.

## 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] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 16:15:12 -07:00
Austin 0819cac4c6
feat(secrets): add agent-readable /secrets/catalog endpoint (#9530)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can be configured with env bindings that reference company
secrets — they specify which secret by UUID in `adapterConfig.env`
> - But there is no API endpoint agents can call to look up a secret
UUID by name — `GET /companies/:companyId/secrets` is board-only, and
the internal `secrets.resolve` handler only accepts UUIDs
> - So when an agent needs to wire a new secret (e.g. an API key for a
new skill), it has no way to discover the UUID from a known name like
`HOMEBOX_API_KEY` — the user must find it by inspecting browser network
traffic
> - The fix is a read-only catalog endpoint that agents can call to get
the `id`/`name`/`key`/`status` mapping — no values, no provider config —
just enough to resolve a name to a UUID
> - This PR adds `GET /companies/:companyId/secrets/catalog`, guarded by
`assertBoardOrAgent` + `assertCompanyAccess`, so agents can discover the
UUID they need without board-level access and without any secret value
being exposed

## Linked Issues or Issue Description

No pre-existing public issue. Describing inline per the feature request
template:

**Subsystem affected:** `server/` — REST API & orchestration services

**Problem or motivation:**
Agents that configure env bindings must reference secrets by UUID
(`secretId`). There is no agent-accessible API to resolve a secret name
to its UUID. `GET /companies/:companyId/secrets` requires board access;
the internal `secrets.resolve` handler rejects anything that is not
already a UUID. Agents and their operators are forced to find UUIDs by
inspecting browser network requests, which is friction that should not
exist.

**Proposed solution:**
Add a read-only catalog endpoint — `GET
/companies/:companyId/secrets/catalog` — that agents can call. It
returns only non-sensitive metadata (`id`, `name`, `key`, `status`) for
each active company secret, stripped of values, provider configuration,
and version history. Board callers get the same response. The existing
full-detail list endpoint (`GET /companies/:companyId/secrets`) remains
board-only and is unchanged.

**Alternatives considered:**
- Allow agents to call the existing `/secrets` list — rejected because
it returns full rows including provider metadata; narrowing the response
is safer.
- Add a name-to-UUID lookup by query param — simpler but less useful; a
full catalog means the agent can do the resolution locally without a
second round-trip.

**Roadmap alignment:** Does not duplicate anything in `ROADMAP.md`.

## What Changed

- `server/src/routes/secrets.ts` — new `GET
/companies/:companyId/secrets/catalog` route registered before the
board-only `GET /companies/:companyId/secrets` route. Uses
`assertBoardOrAgent` + `assertCompanyAccess`. Calls `svc.list()` then
projects each row to `{ id, name, key, status }` before responding.
- `server/src/__tests__/secrets-routes.test.ts` — adds `list` to the
shared mock service object (it was missing); adds a `describe` block
with four test cases: board caller receives stripped metadata, agent
caller in the same company receives stripped metadata, unauthenticated
request gets 401, agent from a different company gets 403.

## Verification

**Automated:**
```bash
pnpm --filter @paperclipai/server test --run secrets-routes
```
All four new test cases (board access, agent access, unauthed rejection,
cross-company rejection) should pass.

**Manual:**
1. Start the Paperclip server locally.
2. Create a company and a secret via the UI.
3. Call the endpoint as a board user:
   ```bash
curl http://localhost:3100/api/companies/<companyId>/secrets/catalog \
     -H "Authorization: Bearer <board-session-token>"
   ```
Expect a JSON array with `id`, `name`, `key`, `status` fields — no
`provider`, no `referenceCount`, no version data.
4. Call the same endpoint with an agent API key:
   ```bash
curl http://localhost:3100/api/companies/<companyId>/secrets/catalog \
     -H "Authorization: Bearer <agent-api-key>"
   ```
   Expect the same response.
5. Call with an agent API key scoped to a *different* company — expect
403.

## Risks

Low risk. This is a purely additive, read-only endpoint. No existing
behavior changes. The only new capability is that agents can discover
the UUIDs of secrets in their own company — metadata they already need
to do their job. Secret values are never returned. Authorization reuses
the existing `assertBoardOrAgent` and `assertCompanyAccess` guards
already used throughout the codebase.

## Model Used

Claude Sonnet 4.6 (`claude-sonnet-4-6`) — Anthropic, extended context,
tool use enabled. The entire change (route, tests, PR description) was
produced by the model operating as a Paperclip CEO agent assigned to the
task.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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: Austin Pilz <austinpilz@users.noreply.github.com>
Co-authored-by: root <root@paperclip.pilz.dev>
Co-authored-by: Internet Historian <agent@paperclip.internal>
Co-authored-by: Andrew Aymeloglu <aaymeloglu@gmail.com>
2026-08-13 17:43:43 -05:00
scotttong eabecc6f77
feat(annotations): include issue document annotations in agent review context (#11332)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Reviewers annotate plans and issue documents with inline comments,
and assigned agents act on that feedback
> - The server already builds a bounded review context from open plan
annotations and includes it in agent wake payloads
> - Non-plan issue documents did not get the same treatment: their open
annotation threads never reached the agent, and the properties pane did
not surface their annotations
> - This pull request extends the review-context path and the
properties-pane UI to issue documents, at parity with plans
> - The benefit is that agent feedback on any issue document reaches the
assigned agent, not only feedback on the plan

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The review-context pipeline that delivers inline annotation feedback to
assigned agents, and the properties pane that surfaces those annotations
to reviewers.

**Subsystem affected**

The server review-context path
(`server/src/services/plan-review-context.ts`, wake payload assembly in
`server/src/services/heartbeat.ts`, `server/src/routes/issues.ts`),
shared wake-payload types (`packages/shared`, `packages/adapter-utils`),
and the issue properties pane (`ui/src/components/issue-properties/`).

**Current behavior**

A reviewer can annotate any issue document, not only the plan. The agent
wake payload includes open annotation threads for the plan document
only. Feedback left on other issue documents is invisible to the
assigned agent. In the properties pane, the Artifacts tab also gives no
way to see or open a document's annotations.

**Proposed behavior**

Add `buildDocumentReviewContext` beside the existing plan builder. It
collects open annotation threads for all non-plan issue documents,
applies the same thread, comment, and character budgets across
documents, and reports truncation. Include the result as a new
`documentReviewContext` field in agent wake payloads and in the issue
wake-context route. Keep the plan context on its legacy builder and
field so plan-only wakes stay byte-for-byte compatible. Render the new
context in the adapter wake-payload text, and surface annotation counts
and the annotation panel for documents in the properties pane's Plans
and Artifacts tabs.

**Reason and benefit**

The floating annotation popover and persistent highlight UI landed
earlier; this change completes the loop so agent feedback on any issue
document reaches the assigned agent, not only feedback on the plan.

**Breaking changes**

None. The wake payload gains a new optional `documentReviewContext`
field; the existing plan context field and its legacy builder are
unchanged, so plan-only wakes stay byte-for-byte compatible.

## What Changed

- Add `buildDocumentReviewContext` in
`server/src/services/plan-review-context.ts`: bounded review context
(shared thread/comment/character budgets, per-document legacy limits)
over all non-plan issue documents
- Include `documentReviewContext` in agent wake payloads
(`server/src/services/heartbeat.ts`) and in the issue wake-context
response (`server/src/routes/issues.ts`)
- Add shared `DocumentReviewContext` / `DocumentReviewContextDocument`
types in `packages/shared`
- Normalize and render the new context in adapter wake-payload text
(`packages/adapter-utils/src/server-utils.ts`), with tests
- Show a `DocumentAnnotationsCountChip` and the annotation panel for
documents in the properties pane Plans and Artifacts tabs, with tests
- Extend server document-annotations service tests to cover the new
context builder

## Verification

- Run `npx vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/document-annotations-service.test.ts` from the repo
root — 104 tests pass
- Run `TZ=UTC npx vitest run
ui/src/components/issue-properties/IssuePropertiesDocumentAnnotations.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/IssueDocumentAnnotations.test.tsx
ui/src/components/DocumentAnnotationPopover.test.tsx` from the repo root
— 75 tests pass (one pre-existing monitor-row case asserts UTC
timestamps, so use `TZ=UTC` locally; CI runs in UTC)
- `pnpm run typecheck` in `server/` passes
- Manual: annotate a non-plan issue document, then wake the assigned
agent with a comment — the wake payload lists the open document
annotation threads; the Artifacts tab shows the annotation count chip
and opens the panel

## Risks

- The wake payload gains a new optional `documentReviewContext` field;
consumers that ignore unknown fields are unaffected, and the plan
context field is unchanged
- The context is new input to agent wakes; shared budgets (same limits
as the plan context) bound token cost across all documents
- Low UI risk: the properties-pane changes reuse the existing annotation
components

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

## Model Used

- Claude (Anthropic), model ID `claude-fable-5` (Claude Fable 5), with
extended thinking and agentic tool use (Claude Code harness)

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 14:23:09 -07:00
dependabot[bot] 403fcefb97
build(deps-dev): bump vite from 6.4.1 to 6.4.3 (#11317)
Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite)
from 6.4.1 to 6.4.3.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/releases">vite's
releases</a>.</em></p>
<blockquote>
<h2>v6.4.3</h2>
<p>Please refer to <a
href="https://github.com/vitejs/vite/blob/v6.4.3/packages/vite/CHANGELOG.md">CHANGELOG.md</a>
for details.</p>
<h2>v6.4.2</h2>
<p>Please refer to <a
href="https://github.com/vitejs/vite/blob/v6.4.2/packages/vite/CHANGELOG.md">CHANGELOG.md</a>
for details.</p>
</blockquote>
</details>
<details>
<summary>Changelog</summary>
<p><em>Sourced from <a
href="https://github.com/vitejs/vite/blob/v6.4.3/packages/vite/CHANGELOG.md">vite's
changelog</a>.</em></p>
<blockquote>
<h2><!-- raw HTML omitted -->6.4.3 (2026-06-01)<!-- raw HTML omitted
--></h2>
<ul>
<li>fix: backport <a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22572">#22572</a>,
reject windows alternate paths (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22576">#22576</a>)
(<a
href="96b0c10162">96b0c10</a>),
closes <a
href="https://redirect.github.com/vitejs/vite/issues/22572">#22572</a>
<a
href="https://redirect.github.com/vitejs/vite/issues/22576">#22576</a></li>
<li>fix(deps): backport <a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22571">#22571</a>,
reject UNC paths for launch-editor-middleware (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22575">#22575</a>)
(<a
href="8fed5cf540">8fed5cf</a>),
closes <a
href="https://redirect.github.com/vitejs/vite/issues/22571">#22571</a>
<a
href="https://redirect.github.com/vitejs/vite/issues/22575">#22575</a></li>
</ul>
<h2><!-- raw HTML omitted -->6.4.2 (2026-04-06)<!-- raw HTML omitted
--></h2>
<ul>
<li>fix: apply server.fs check to env transport (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22159">#22159</a>)
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22163">#22163</a>)
(<a
href="fe28e47e94">fe28e47</a>),
closes <a
href="https://redirect.github.com/vitejs/vite/issues/22159">#22159</a>
<a
href="https://redirect.github.com/vitejs/vite/issues/22163">#22163</a></li>
<li>fix: avoid path traversal with optimize deps sourcemap handler (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22161">#22161</a>)
(<a
href="ca4da5d1fb">ca4da5d</a>),
closes <a
href="https://redirect.github.com/vitejs/vite/issues/22161">#22161</a></li>
</ul>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="6c2c881f15"><code>6c2c881</code></a>
release: v6.4.3</li>
<li><a
href="96b0c10162"><code>96b0c10</code></a>
fix: backport <a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22572">#22572</a>,
reject windows alternate paths (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22576">#22576</a>)</li>
<li><a
href="8fed5cf540"><code>8fed5cf</code></a>
fix(deps): backport <a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22571">#22571</a>,
reject UNC paths for launch-editor-middleware (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/2">#2</a>...</li>
<li><a
href="6b3fad02ab"><code>6b3fad0</code></a>
release: v6.4.2</li>
<li><a
href="ca4da5d1fb"><code>ca4da5d</code></a>
fix: avoid path traversal with optimize deps sourcemap handler (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22161">#22161</a>)</li>
<li><a
href="fe28e47e94"><code>fe28e47</code></a>
fix: apply server.fs check to env transport (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22159">#22159</a>)
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/22163">#22163</a>)</li>
<li><a
href="5487f4f641"><code>5487f4f</code></a>
release: v6.4.1</li>
<li><a
href="1114b5d7ea"><code>1114b5d</code></a>
fix(dev): trim trailing slash before <code>server.fs.deny</code> check
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20968">#20968</a>)
(<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20969">#20969</a>)</li>
<li><a
href="f12697c0f6"><code>f12697c</code></a>
release: v6.4.0</li>
<li><a
href="ca6455ee9e"><code>ca6455e</code></a>
feat: allow passing down resolved config to vite's createServer (<a
href="https://github.com/vitejs/vite/tree/HEAD/packages/vite/issues/20932">#20932</a>)</li>
<li>Additional commits viewable in <a
href="https://github.com/vitejs/vite/commits/v6.4.3/packages/vite">compare
view</a></li>
</ul>
</details>
<br />

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-08-13 12:14:30 -07:00
Nicky Leach 44694328a3
fix(issues): make DELETE /api/issues/:id succeed for issues with dependents (#11331)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server provides issue APIs and the database stores issue child
rows
> - The issue delete endpoint removes the parent issue before dependent
rows
> - Several issue foreign keys had no delete policy, so PostgreSQL
returned a foreign-key error
> - This pull request adds safe cascade and set-null policies and a
clear conflict response
> - The benefit is reliable issue deletion with a useful error when a
restricted audit row still blocks deletion

## Linked Issues or Issue Description

Fixes #7728
Fixes #4660
Fixes #7991
Fixes #4627
Fixes #5086

**What happened?**

`DELETE /api/issues/:id` returned HTTP 500 when dependent comments,
thread interactions, read states, inbox archives, feedback votes, or
ledger rows referenced the issue. The database raised SQLSTATE 23503
because several foreign keys had no delete policy.

**Expected behavior**

The endpoint must remove dependent rows that have no meaning without the
issue. It must keep ledger rows with a null issue reference. It must
return HTTP 409 when a restricted decision audit row still references
the issue.

**Steps to reproduce**

1. Create an issue.
2. Add a comment or thread interaction that references the issue.
3. Send `DELETE /api/issues/:id`.
4. Observe the HTTP 500 response.

**Paperclip version or commit**

Commit `1f8f456f8340823fe2bd891ae8933d942f190b7b`.

**Deployment mode**

Local dev with embedded PGlite or external PostgreSQL.

## What Changed

- Add `CASCADE` to five issue child foreign keys.
- Add `SET NULL` to the finance and cost event issue foreign keys.
- Keep decision audit references restricted.
- Map SQLSTATE 23503 from the issue delete service to HTTP 409.
- Add migration 0217 for the seven changed tables.
- Add regression tests for cascade deletion and restricted decision
references.

## Verification

- Run `pnpm --filter @paperclipai/db typecheck`.
- Run `pnpm --filter @paperclipai/server typecheck`.
- Run `npx vitest run src/__tests__/issue-remove-cascade.test.ts` from
`server/`.
- The regression test applies migration 0217 to a fresh embedded
PostgreSQL database.

## Risks

- Migration 0217 changes only seven foreign keys that reference
`issues.id`.
- Cascade deletion removes child rows that cannot exist without the
parent issue.
- Set-null preserves finance and cost ledger rows.
- Decision audit rows remain protected, so the endpoint can return HTTP
409.

## Model Used

Codex, based on GPT-5, with tool use and code-review support. The
implementation author used an AI coding agent. This PR handoff uses the
same model family to validate the commit and manage the pull request.

## 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>
2026-08-13 12:02:15 -07:00
Apolinario Ratio 7787106e5c
fix board key issue writes across assignees (#9025)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Board users and board API keys coordinate agents by commenting on
and updating issues.
> - `issue:comment` and `issue:mutate` are intentionally null-mapped
authorization actions, so they need explicit same-company fallback
handling.
> - Same-company board-key writes worked for unassigned or same-actor
issues but failed for issues assigned to another agent.
> - That blocked cross-agent coordination because a board key could not
comment on or patch another agent's issue even inside the same company.
> - This pull request adds the missing board-member issue-write fallback
while keeping viewers denied and sparse service calls fail-closed.
> - The benefit is that non-viewer board members can coordinate agent
work across assignees without restoring broad instance-admin elevation.

## Linked Issues or Issue Description

No public GitHub issue exists. Duplicate search performed:

- `gh search prs --repo paperclipai/paperclip "board key issue mutate"`
returned only this PR.
- `gh search issues --repo paperclipai/paperclip "board key
authorization boundary"` returned no issues.

Bug description:

### What happened

Same-company board-key actors received `403 "Issue is outside this
actor's authorization boundary"` when posting comments or patching
issues assigned to another agent.

### Expected behavior

Active same-company non-viewer board members can comment on and mutate
issues in their company, regardless of agent assignee; viewer members
remain denied.

### Steps to reproduce

Authenticate as a board API key for an active non-viewer company member,
then `POST /api/issues/{id}/comments` or `PATCH /api/issues/{id}`
against an issue assigned to a different agent in the same company.

### Paperclip version or commit

Observed against the current published 2026.626.0 package line and fixed
against current `master`.

### Deployment mode

Authenticated/tailnet board-key access.

## What Changed

- Added a board-actor fallback for `issue:comment` and `issue:mutate` in
`server/src/services/authorization.ts`.
- Restricted that fallback to fully contextualized issue resources with
issue id, status, and explicit assignee fields so sparse service calls
still fail closed.
- Allowed active same-company non-viewer board memberships and denied
viewer memberships for these issue-write actions.
- Added regression coverage for non-viewer board-key comment/mutate on
an issue assigned to another agent.
- Added regression coverage for viewer denial on both `issue:comment`
and `issue:mutate`.

## Verification

- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts` passed: 35/35.
- `pnpm --filter @paperclipai/server typecheck` passed.
- `git diff --check` passed.

## Risks

Low-to-moderate authorization risk because this changes issue-write
access. The scope is constrained to active same-company board
memberships, excludes viewers, and requires route-shaped issue context
before granting access. Cross-company access and sparse/null-mapped
calls continue to fail closed.

> 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 using GPT-5-class reasoning with local shell,
GitHub CLI, and test execution tools in an OpenClaw/Codex environment.

## 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
- [ ] 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: ApolinarioRatio <ApolinarioRatio@users.noreply.github.com>
2026-08-13 10:14:05 -07:00
dependabot[bot] 88e1ccb424
build(deps): bump @aws-sdk/client-s3 from 3.1075.0 to 3.1106.0 (#11315)
Bumps
[@aws-sdk/client-s3](https://github.com/aws/aws-sdk-js-v3/tree/HEAD/clients/client-s3)
from 3.1075.0 to 3.1106.0.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/aws/aws-sdk-js-v3/releases">@​aws-sdk/client-s3's
releases</a>.</em></p>
<blockquote>
<h2>v3.1106.0</h2>
<h4>3.1106.0(2026-08-07)</h4>
<h5>New Features</h5>
<ul>
<li><strong>clients:</strong> update client endpoints as of 2026-08-07
(<a
href="c5d05426d8">c5d05426</a>)</li>
<li><strong>client-amplify:</strong> Increased the maximum allowed
length of the oauthToken parameter in the CreateApp and UpdateApp APIs
to support longer OAuth tokens issued by third-party Git providers. (<a
href="b239e29295">b239e292</a>)</li>
<li><strong>client-healthlake:</strong> Adds provenanceEnabled to
StartFHIRImportJob (<a
href="18ac6efeb9">18ac6efe</a>)</li>
<li><strong>client-securityagent:</strong> Added enableEmailMfa input
field on Actor to enable email-based MFA during penetration tests. When
enabled, a server-generated mfaForwardingAddress is returned. Set up a
forwarding rule in your email provider to forward MFA emails to this
address so the agent can complete email-based MFA login flows (<a
href="e21d39190e">e21d3919</a>)</li>
<li><strong>client-mediapackagev2:</strong> StreamNameOutputMode - a new
optional field on MediaPackageV2 OriginEndpoints that lets customers
choose whether egress manifests use numeric stream indices (default) or
encoder-assigned stream names from the input (<a
href="7f49cb0607">7f49cb06</a>)</li>
<li><strong>client-sagemaker:</strong> Amazon SageMaker adds maintenance
lifecycle statuses for Notebook Instances (<a
href="6ce0f8843a">6ce0f884</a>)</li>
<li><strong>client-ec2:</strong> This release adds support for BGP route
protection in Amazon VPC IP Address Manager (IPAM), including route
discovery, RPKI route protection findings, and delegated RPKI (Internet
Registry Associations, routing policy registrations, and ROA management)
for BYOIP prefixes. (<a
href="62f281df5a">62f281df</a>)</li>
<li><strong>client-mediatailor:</strong> Added support for inserting ads
via the VAST Ad Buffet standard. You can now configure MediaTailor to
insert ads in sequence order using the AdSequencingMode setting in your
playback configuration. Standalone ads are used as fallbacks when a
sequenced ad is unavailable. (<a
href="7bebb1e56d">7bebb1e5</a>)</li>
<li><strong>client-connect:</strong> Supports updating the task template
associated with in-progress task contacts using the new
UpdateContactTaskTemplate API. This enables supervisors and developers
to dynamically reassign task templates without creating a new task. (<a
href="24f4041681">24f40416</a>)</li>
</ul>
<hr />
<p>For list of updated packages, view
<strong>updated-packages.md</strong> in
<strong>assets-3.1106.0.zip</strong></p>
<h2>v3.1105.0</h2>
<h4>3.1105.0(2026-08-06)</h4>
<h5>Chores</h5>
<ul>
<li><strong>lib-dynamodb:</strong> add error msg and fallback when
incompatible client is supplied (<a
href="https://redirect.github.com/aws/aws-sdk-js-v3/pull/8231">#8231</a>)
(<a
href="e663d41f0c">e663d41f</a>)</li>
</ul>
<h5>New Features</h5>
<ul>
<li><strong>clients:</strong> update client endpoints as of 2026-08-06
(<a
href="e4f7b32fca">e4f7b32f</a>)</li>
<li><strong>client-cloudwatch-logs:</strong> This release adds index
category support to the CloudWatch Logs DescribeFieldIndexes API.
Customers can filter and identify DEFAULT, CUSTOM, AUTO, and INACTIVE
field indexes. (<a
href="e17fff6fee">e17fff6f</a>)</li>
<li><strong>client-socialmessaging:</strong> Add support for WhatsApp
Conversions APIs. (<a
href="5c29a86986">5c29a869</a>)</li>
<li><strong>client-gamelift:</strong> Adds support for C8a, C8i, C9g,
M8a, M8i, and M9g EC2 instance type families for managed EC2 and
container fleets. Also adds explicit anchors on most string regexes. (<a
href="30dfd63ab8">30dfd63a</a>)</li>
<li><strong>client-securityhub:</strong> Security Hub is adding a new
public API, ListFreeTrialStatusesV2 to describe the free trial statuses
of the Security Hub service and its opt-in features. (<a
href="e44b3582d5">e44b3582</a>)</li>
<li><strong>client-bedrock-agentcore-control:</strong> Add support for
Gateway rate limits and Runtime instances in Amazon Bedrock AgentCore.
Customers can now configure rate limits scoped to control request rates,
token consumption rates, and active connection rates. Customers can now
create capacity providers to launch runtimes on their EC2 instances. (<a
href="865d21efa6">865d21ef</a>)</li>
<li><strong>client-device-farm:</strong> Adds support for service
generated insights across runs, jobs, and tests. (<a
href="6c601b7101">6c601b71</a>)</li>
<li><strong>client-sagemaker:</strong> Releases new Model Customization
SequenceLength parameter for Training and g7 instance types for Training
and Processing. (<a
href="14bd2ac7dc">14bd2ac7</a>)</li>
<li><strong>client-agent-registry-control:</strong> Agent Registry's
Public Preview release (<a
href="a137863d85">a137863d</a>)</li>
<li><strong>client-backup:</strong> AWS Backup now lets you create
read-only access points for Amazon S3 recovery points, enabling you to
access backup data using S3 APIs without initiating a restore. (<a
href="636228a953">636228a9</a>)</li>
<li><strong>client-mediatailor:</strong> AWS Elemental MediaTailor now
supports concurrent function execution. The new Concurrent Executor
function type runs multiple independent child functions in parallel
within a single lifecycle hook, reducing pipeline latency to the
duration of the slowest call instead of the sum of all calls. (<a
href="1cf61475d4">1cf61475</a>)</li>
<li><strong>client-marketplace-agreement:</strong> GetAgreementTerms now
returns a new term variant in AcceptedTerm, netPaymentTerm, with a
paymentDuePeriod field (example &quot;P30D&quot;). (<a
href="50b0d6d565">50b0d6d5</a>)</li>
<li><strong>client-agent-registry:</strong> Agent Registry's Public
Preview release (<a
href="632ae47917">632ae479</a>)</li>
<li><strong>client-kafka:</strong> MSK Clusters can now deliver
authorizer logs alongside broker logs to the destinations defined by you
(<a
href="b7e3193783">b7e31937</a>)</li>
<li><strong>client-bedrock-agentcore:</strong> Add support for capacity
provider sessions in Amazon Bedrock AgentCore. Customers can now delete
an active session running on a runtime instance launched through their
capacity provider. (<a
href="bd301533b8">bd301533</a>)</li>
<li><strong>client-auto-scaling:</strong> EC2 Auto Scaling now supports
being managed by other AWS services via the operator field. (<a
href="f5d54fce5f">f5d54fce</a>)</li>
<li><strong>client-ec2:</strong> Adds a new optional IncludeLocalZones
parameter to the Spot Placement Score API that defaults to false. When
set to true, the Spot Placement Score API will consider the relevant
Local Zones with Spot capacity when computing the Spot Placement Score.
(<a
href="43673842a0">43673842</a>)</li>
<li><strong>client-marketplace-discovery:</strong> GetOfferTerms now
returns netPaymentTerm in offerTerms, specifying payment due period
after invoice date. The paymentDuePeriod field uses ISO 8601 duration
format (e.g., &quot;P30D&quot; for net 30 days). This is a
backward-compatible addition. See API documentation for full structure
and examples. (<a
href="f4fd7ae7b8">f4fd7ae7</a>)</li>
<li><strong>client-s3:</strong> AWS Backup now lets you create read-only
access points for Amazon S3 recovery points, enabling you to access
backup data using S3 APIs without initiating a restore. (<a
href="faf6560269">faf65602</a>)</li>
</ul>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Changelog</summary>
<p><em>Sourced from <a
href="https://github.com/aws/aws-sdk-js-v3/blob/main/clients/client-s3/CHANGELOG.md">@​aws-sdk/client-s3's
changelog</a>.</em></p>
<blockquote>
<h1><a
href="https://github.com/aws/aws-sdk-js-v3/compare/v3.1105.0...v3.1106.0">3.1106.0</a>
(2026-08-07)</h1>
<p><strong>Note:</strong> Version bump only for package
<code>@​aws-sdk/client-s3</code></p>
<h1><a
href="https://github.com/aws/aws-sdk-js-v3/compare/v3.1104.0...v3.1105.0">3.1105.0</a>
(2026-08-06)</h1>
<h3>Features</h3>
<ul>
<li><strong>client-s3:</strong> AWS Backup now lets you create read-only
access points for Amazon S3 recovery points, enabling you to access
backup data using S3 APIs without initiating a restore. (<a
href="faf6560269">faf6560</a>)</li>
</ul>
<h1><a
href="https://github.com/aws/aws-sdk-js-v3/compare/v3.1103.0...v3.1104.0">3.1104.0</a>
(2026-08-05)</h1>
<p><strong>Note:</strong> Version bump only for package
<code>@​aws-sdk/client-s3</code></p>
<h1><a
href="https://github.com/aws/aws-sdk-js-v3/compare/v3.1102.0...v3.1103.0">3.1103.0</a>
(2026-08-04)</h1>
<p><strong>Note:</strong> Version bump only for package
<code>@​aws-sdk/client-s3</code></p>
<h1><a
href="https://github.com/aws/aws-sdk-js-v3/compare/v3.1101.0...v3.1102.0">3.1102.0</a>
(2026-08-03)</h1>
<p><strong>Note:</strong> Version bump only for package
<code>@​aws-sdk/client-s3</code></p>
<h1><a
href="https://github.com/aws/aws-sdk-js-v3/compare/v3.1100.0...v3.1101.0">3.1101.0</a>
(2026-07-31)</h1>
<p><strong>Note:</strong> Version bump only for package
<code>@​aws-sdk/client-s3</code></p>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="655d311ea0"><code>655d311</code></a>
Publish v3.1106.0</li>
<li><a
href="d6c0ea3622"><code>d6c0ea3</code></a>
Publish v3.1105.0</li>
<li><a
href="faf6560269"><code>faf6560</code></a>
feat(client-s3): AWS Backup now lets you create read-only access points
for A...</li>
<li><a
href="b3929bd0a7"><code>b3929bd</code></a>
Publish v3.1104.0</li>
<li><a
href="672c90ddc7"><code>672c90d</code></a>
Publish v3.1103.0</li>
<li><a
href="c5285315f7"><code>c528531</code></a>
Publish v3.1102.0</li>
<li><a
href="272a6ebbae"><code>272a6eb</code></a>
Publish v3.1101.0</li>
<li><a
href="6969cf9ed5"><code>6969cf9</code></a>
Publish v3.1100.0</li>
<li><a
href="5b15ca73a3"><code>5b15ca7</code></a>
Publish v3.1099.0</li>
<li><a
href="ee76673ea9"><code>ee76673</code></a>
Publish v3.1098.0</li>
<li>Additional commits viewable in <a
href="https://github.com/aws/aws-sdk-js-v3/commits/v3.1106.0/clients/client-s3">compare
view</a></li>
</ul>
</details>
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2026-08-13 10:09:00 -07:00
dependabot[bot] 49b80e36f7
build(deps): bump dompurify from 3.4.12 to 3.4.13 (#11305)
Bumps [dompurify](https://github.com/cure53/DOMPurify) from 3.4.12 to
3.4.13.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/cure53/DOMPurify/releases">dompurify's
releases</a>.</em></p>
<blockquote>
<h2>DOMPurify 3.4.13</h2>
<ul>
<li>Fixed an issue with hook removal during <code>IN_PLACE</code>
sanitization, thanks <a
href="https://github.com/koyokr"><code>@​koyokr</code></a></li>
<li>Fixed an issue with hooks potentially bypassing the clone guard,
thanks <a
href="https://github.com/AkshayjainG"><code>@​AkshayjainG</code></a></li>
<li>Fixed an issue with DOM clobbering via <code>ownerDocument</code>
during <code>IN_PLACE</code>, thanks <a
href="https://github.com/AkshayjainG"><code>@​AkshayjainG</code></a></li>
<li>Bumped several dependencies where possible</li>
</ul>
</blockquote>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="3067f77467"><code>3067f77</code></a>
release: 3.4.13 (<a
href="https://redirect.github.com/cure53/DOMPurify/issues/1562">#1562</a>)</li>
<li>See full diff in <a
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dependabot[bot] 70e6c80f5f
build(deps-dev): bump @types/express-serve-static-core from 5.1.1 to 5.1.3 (#11320)
Bumps
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2026-08-13 10:06:25 -07:00
Ravi b5bb236bc1
Fix stale closure-comment wakeups on done issue updates (#8656)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue update route is part of the workflow layer that records
board state changes and emits follow-up wakes for agents.
> - A single `PATCH /api/issues/:id` request can both close an issue and
add the closure comment that explains the final disposition.
> - The bug was that the comment-wakeup decision used the issue's
pre-update status, so a request that changed `in_progress` to `done`
could still enqueue an `issue_commented` wake as if the issue remained
open.
> - That stale wake could cause already-completed Sentry-family
follow-up issues to drift back into active work even though the closure
comment was the only new activity.
> - This pull request makes the wake suppression decision use the
post-update issue status and covers the closure-comment path with a
focused regression test.
> - The benefit is that terminal issue updates stay terminal unless a
separate explicit reopen or resume path is used.

## Linked Issues or Issue Description

No public GitHub issue exists for this instance-specific workflow bug,
so the issue is described inline.

Bug report:
- What happened: when an issue was marked `done` with a closure comment
in the same `PATCH /api/issues/:id` request, the route could still
enqueue an `issue_commented` wake because it checked the pre-update
status.
- Expected behavior: a closure comment written as part of the terminal
update should not wake the assignee again or clear the terminal
disposition.
- Steps to reproduce: start with an assigned issue in `in_progress`,
patch it to `done` while including a comment, then inspect whether an
`issue_commented` wake is emitted for the assignee.
- Deployment mode: local Paperclip workflow/API behavior.
- Related public PRs found during duplicate search: #6657 appears to
address a broader stale closeout-comment reopen path; this PR is
narrower and targets the same-request post-update status decision in
`PATCH /api/issues/:id`.

## What Changed

- Use the post-update issue status when deciding whether a PATCH comment
should enqueue an `issue_commented` wake.
- Add a regression test covering `in_progress` to `done` with a closure
comment so the assignee is not woken again after the issue is already
closed.

## Verification

- `bin/ci`: absent in this repo, so I used the repo's targeted
test-equivalent commands for the touched API route.
- `pnpm install --frozen-lockfile --ignore-scripts`: passed, with
non-fatal warnings about missing `paperclip-plugin-dev-server` bins
because `packages/plugins/sdk/dist/dev-cli.js` is not built under
`--ignore-scripts`.
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/issue-update-comment-wakeup-routes.test.ts`: passed
(`Test Files 1 passed`, `Tests 8 passed`).
- GitHub PR workflow checks for build, typecheck, server tests,
workspace tests, serialized suites, e2e, canary dry run, security scans,
and policy are green on commit
`5a8bd799edd606731fd5e215ea97417a655338ea`.
- A normal `pnpm install --frozen-lockfile` is blocked on this host
before tests because `sharp` attempts a native build under Node `26.1.0`
/ Python `3.14.5` and fails on missing Python `distutils`; the
route-level verification above used `--ignore-scripts` to avoid that
local toolchain issue.

## Risks

Low risk. The behavior change is limited to comment-wakeup suppression
during issue update handling and only narrows wake emission when the
post-update status is terminal. The main edge case is that a
same-request terminal update with a comment will no longer wake the
assignee; explicit reopen or resume flows should remain the correct way
to restart completed work.

> 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 via the managed local Codex adapter, model `gpt-5.5` with
repository tool use and shell execution. The implementation and PR
update were produced with AI assistance under the TechWright CTO
Architect role.

## 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
- [ ] 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

Checklist notes:
- The branch was already opened as `worker/TEC-1440-reopen-drift`; I am
leaving the box unchecked rather than hiding that the live PR branch
includes an internal coordination id.
- The only non-green automated check before this body update was the
automated review/template gate. Greptile was 4/5 because of this
PR-description issue, with no code change requested.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 09:51:22 -07:00
Eric Brookfield 166f381d3f
fix(runtime): only rewrite base-URL port for loopback hosts (#10258)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server derives each spawned agent's `PAPERCLIP_API_URL` from
`authPublicBaseUrl` via `choosePrimaryRuntimeApiUrl` →
`buildPaperclipEnv`
> - At startup, `rewriteLocalUrlPort` rewrote the port of the configured
`auth.publicBaseUrl` to the internal listen port
> - The rewrite was applied to *any* explicit-port URL, not just
loopback ones — so an external base URL on a non-default port (e.g. a
Tailscale Serve listener on `:8443`) got clobbered to the internal HTTP
port `:3101`
> - `https://host:3101` (HTTPS scheme against the plaintext HTTP port)
is unreachable, and that dead value propagated to every spawned agent's
`PAPERCLIP_API_URL`
> - This pull request preserves explicit external base URLs at startup
while keeping the worktree path's intended per-worktree port rewrite
> - The benefit is that agents following the documented `curl
"$PAPERCLIP_API_URL/..."` pattern no longer hit a dead endpoint

## Linked Issues or Issue Description

No public GitHub issue; describing inline (bug report).

**Summary:** at server startup, `rewriteLocalUrlPort` corrupts an
explicit external `auth.publicBaseUrl`, leaking a dead
`PAPERCLIP_API_URL` to spawned agents.

**Steps to reproduce:**
1. Configure `auth.publicBaseUrl = https://<host>:8443` (an external
listener on a non-default port, e.g. Tailscale Serve).
2. Start the server (internal listen port `3101`).
3. Inspect a spawned agent run's env:
`PAPERCLIP_API_URL=https://<host>:3101`.

**Expected:** the agent-facing URL points at a reachable origin.
**Actual:** `curl "$PAPERCLIP_API_URL/..."` → `http_code=000` (HTTPS
against the plaintext HTTP port; TLS handshake fails). The fleet stays
healthy only because the runtime falls through its candidate list, but
any agent following the documented curl pattern silently hits a dead
endpoint first.

Related open PRs in the same area (dedup — none merged; this is a
smaller, targeted fix with regression tests):
- Refs #9916 (PAPERCLIP_RUNTIME_API_URL precedence + authPublicBaseUrl
port preservation)
- Refs #7342 (preserve explicit authPublicBaseUrl during startup,
GH#7341)
- Refs #9228 (prefer reachable runtime API URLs for local adapters)

## What Changed

- New `server/src/url-utils.ts` with two intent-revealing helpers
(single source of truth):
  - `rewriteUrlPort` — rewrite any explicit-port URL to a new port.
- `rewriteLoopbackUrlPort` — rewrite **only** loopback hosts; explicit
external URLs survive untouched.
- `isLoopbackHost` — bracket-tolerant so a URL hostname form `[::1]`
matches.
- `server/src/index.ts` (startup, the bug): `authPublicBaseUrl` now uses
`rewriteLoopbackUrlPort`, so an external Serve URL keeps its port.
Nested helper copies removed in favor of the shared module.
- `server/src/worktree-config.ts` (worktree path): uses `rewriteUrlPort`
— **behavior unchanged**; a worktree still advertises its own server
port even on a non-loopback host (this is intended and asserted by the
existing worktree suite).
- `server/src/url-utils.test.ts`: regression coverage for both helpers.
- Updated one stale assertion in
`server-startup-feedback-export.test.ts` that had encoded the old
(buggy) external-host rewrite at startup.

## Verification

- `vitest run src/url-utils.test.ts
src/__tests__/worktree-config.test.ts
src/__tests__/server-startup-feedback-export.test.ts` → **33 passed**;
the only local failure is a pre-existing, environment-coupled test
(`derives trusted origins…`) that leaks the dev machine's real Tailscale
identity into an origins list and passes in CI (it is unrelated to this
change — its `authPublicBaseUrl` is loopback and rewrites identically
before/after).
- `npm run typecheck` (`tsc --noEmit`) → **clean, exit 0**.
- PR CI: Build, Typecheck + Release Registry, serialized server suites,
and `review` gate green.

## Risks

Low risk. The only behavioral change is at startup: an explicit
*external* base URL on a non-default port is no longer rewritten to the
internal listen port (the bug). Loopback/worktree behavior is unchanged.
No schema/migration changes.

## Model Used

Claude Opus 4.8, 1M context (`claude-opus-4-8[1m]`), extended thinking,
with tool use / code execution (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 (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
- [ ] 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: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-08-13 09:47:13 -07:00
Frank Gonnello 0a1f9fda65
fix(adapters): wrap modulePath in pathToFileURL() before dynamic import (Windows) (#4287)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - One of its pluggability surfaces is external adapter packages,
loaded at startup by `server/src/adapters/plugin-loader.ts` and routed
through the adapter registry so third parties can override built-in
adapters like `claude_local`
> - `loadExternalAdapterPackage` calls `await import(modulePath)` where
`modulePath` is an absolute filesystem path
> - On Windows that path begins with a drive letter (`C:\…`), which
Node's ESM loader parses as a URL scheme and rejects with
`ERR_UNSUPPORTED_ESM_URL_SCHEME`; the defensive `try/catch` around the
call masks the failure and the builtin adapter silently keeps serving
traffic, so the override never activates
> - `reloadExternalAdapter` in the same file already tries to build a
`file://` URL, but does it via template-string concatenation
(`file://${modulePath}`) which produces a malformed URL on Windows
(`file://C:\…` instead of `file:///C:/…`) — so dev hot-reload of
adapters is broken on Windows even after initial load works on POSIX
> - This pull request swaps both paths to `pathToFileURL()` from
`node:url`, the idiomatic cross-platform conversion
> - The benefit is external adapter packages load reliably on Windows
with no changes required to existing adapters, and the two sibling paths
in the same file stop diverging in their URL-handling discipline

Closes #4286.

## What Changed

- `server/src/adapters/plugin-loader.ts`:
  - Import `pathToFileURL` from `node:url`.
- `loadExternalAdapterPackage`: wrap `modulePath` in
`pathToFileURL(modulePath).href` before passing to `import()`.
- `reloadExternalAdapter`: replace `` `file://${modulePath}` `` string
concatenation with `pathToFileURL(modulePath).href` so the cache-bust
URL is well-formed on Windows too (drive letter, UNC, percent-encoding).

Three lines changed + one import. No behavior change on POSIX:
`pathToFileURL("/foo/bar.js").href === "file:///foo/bar.js"`, which
Node's ESM loader accepts identically to the bare path.

## Verification

**Runtime, Windows 11, Node v24, `@paperclipai/server@2026.416.0`:**

Before (installed dist, vanilla):
```
INFO: Loading external adapter package {packageName: "@reforged/adapter-claude-local", modulePath: "C:\\Users\\…\\index.js"}
WARN: Failed to dynamically load external adapter; skipping
err: ERR_UNSUPPORTED_ESM_URL_SCHEME … Received protocol 'c:'
```

After (same dist with the equivalent two-line patch applied):
```
INFO: Loading external adapter package {packageName: "@reforged/adapter-claude-local"}
INFO: Loaded external adapters from plugin store {count: 1, adapters: ["claude_local"]}
```

End-to-end: the override actually services execute calls and its
telemetry fields (e.g. `errorCode: "rate_limited"` on 429) surface into
heartbeat-run records — I've been running this heartbeat through the
override on a vendor-patched copy while drafting this PR.

**Static / logic review:**

- `pathToFileURL` is part of Node's stdlib since v10.12.0, no new dep.
- On POSIX, `path.resolve("/a", "b") → "/a/b"` and
`pathToFileURL("/a/b").href → "file:///a/b"`. `await
import("file:///a/b")` and `await import("/a/b")` both resolve to the
same ESM module — no double-load risk.
- Reload path: the existing cache-bust query (`?t=${Date.now()}`) still
appends cleanly because `pathToFileURL(...).href` returns a normalized
`file:///…` URL with no pre-existing query string.

**Local test suite:** I did not run the full `pnpm test` suite in this
fork — the monorepo test infrastructure (embedded Postgres, pnpm
workspace install) is a significant local-setup cost and this change is
surgical enough that CI should be the source of truth. Happy to iterate
based on CI signal. No existing test directly exercises
`plugin-loader.ts`'s initial-load path.

## Risks

**Low.** This aligns the initial-load path with the already-existing
intent of the reload path (which tried, but imperfectly, to use a
`file://` URL). POSIX behavior is unchanged. The only runtime difference
is that Windows stops throwing and starts loading the adapter — which is
exactly the bug being fixed.

Edge cases worth naming:
- **UNC paths** (`\\server\share\…`): previously broken the same way on
the load path, still broken with `file://` string concat on the reload
path. `pathToFileURL` handles UNC correctly (→
`file:////server/share/…`), so this change also quietly fixes UNC-path
adapter installs on Windows.
- **Bun**: the reload path has a Bun cache-eviction block that keys off
`modulePath` and the old `fileUrl`. Bun accepts both `file://` URLs and
bare paths in its module cache keys, so changing the URL form is
consistent with the existing evict-both pattern (we still evict both
`fileUrl` and `modulePath` after the change).

## Model Used

Claude Opus 4.7 (`claude-opus-4-7`, provider: Anthropic) via Claude
Code, running as the CTO agent in a Paperclip-orchestrated company. 200k
context, tool use. No extended thinking mode. Model authored the patch,
the issue body, and this PR description; human review by the company's
principal (fronc) is pending.

## 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 — *deferred to CI, see
Verification note*
- [ ] I have added or updated tests where applicable — *no existing
tests for this file; adding one would require stubbing
`adapter-plugin-store` + filesystem, which seemed out of scope for a
3-line fix. Happy to add one on request.*
- [x] If this change affects the UI, I have included before/after
screenshots — *not UI, N/A*
- [x] I have updated relevant documentation to reflect my changes — *no
user-facing docs affected; behavior unchanged on POSIX and now-working
on Windows*
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-13 10:57:39 -05:00
Nicky Leach d0d242e843
feat(server): reopen an archived isolated execution workspace in place (#11322)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issue execution uses isolated workspaces that hold the issue
worktree
> - A terminal issue can leave its isolated workspace archived and
unable to resume
> - The existing closed-workspace guards returned a conflict and gave
the user no self-serve recovery
> - This pull request reopens the same isolated workspace row and
rebuilds its worktree
> - The benefit is that resume, checkout, and comment actions can
continue without a new workspace row

## Linked Issues or Issue Description

**Problem or motivation**

A terminal issue can point to an archived isolated execution workspace.
Resume, checkout, and comment actions then stop with a conflict.

**What happened?**

A terminal issue kept its issue-to-workspace link after the isolated
workspace reached a closed status. The guarded actions returned HTTP 409
instead of restoring access.

**Expected behavior**

The next authorized resume, checkout, or comment action reopens the same
isolated workspace row. The action rebuilds the worktree and then
continues.

**Steps to reproduce**

1. Create an issue that uses an isolated execution workspace.
2. Move the issue to a terminal state and let the workspace archive.
3. Try to resume the issue or add a comment.
4. Observe the closed-workspace conflict.

**Paperclip version or commit**

e6e79f458e

**Deployment mode**

Built from source with pnpm.

**Proposed solution**

Reopen the closed isolated workspace in place. Rebuild the worktree
before the route reports success.

**Alternatives considered**

Create a new workspace row. This would require repointing the issue link
and would not preserve access for issues that share the original row.

**Roadmap alignment**

ROADMAP.md has no matching reopen item.

## What Changed

- Reopen closed isolated workspace rows in place and rebuild their
worktrees.
- Use the reopen path from resume, checkout, and comment guards.
- Return a clear error when the rebuild fails and keep the workspace
closed.
- Fence terminal reaping and archive cleanup while a reopen is in
flight.
- Update the comment composer to allow the next action to reopen the
workspace.
- Add service and route tests for reopen, scope, failure, and lifecycle
races.

## Verification

- Server TypeScript check passes with the tsc --noEmit command.
- UI TypeScript check passes with the tsc --noEmit command.
- Seventy-two server tests pass across the affected test files.
- The isolated worktree UI test suite has a dependency mismatch and
fails before tests run with the error TypeError: act is not a function.
- CI confirms the UI test job after a clean dependency install.

## Risks

The reopen path changes behavior for closed isolated workspaces. A
rebuild failure returns an error and keeps the row closed. Lifecycle
locks and generation checks protect the worktree from stale cleanup. The
UI test mismatch needs CI confirmation.

## Model Used

OpenAI Codex, GPT-5, with tool use and code review assistance. The
runtime did not provide 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 references)
- [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>
2026-08-13 07:44:19 -07:00
Tonio f0e6c0f549
feat(server): receive and apply the Paperclip Cloud onboarding seed (#11098)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud provisions a dedicated tenant stack for each
customer. During signup it asks for a mission, a name and role for the
first agent, and a first task.
> - Cloud pushes those answers into the new stack at activation, as
`POST /api/companies/:companyId/onboarding-seed`.
> - No route served that path. The tenant answered 404, so Cloud
recorded the push as unacknowledged and retried on every portfolio
fetch.
> - The failure was soft. The answers stayed durable in Cloud and the
stack still activated. But the stack opened on the empty first-run
wizard, and it asked the customer again for what they had already given.
> - This pull request adds the receiving endpoint. It validates the
seed, applies it, and acknowledges it.
> - The benefit is that a seeded stack opens with the mission, the agent
and the first task already in place.

## Linked Issues or Issue Description

No public GitHub issue covers this. The problem is described in-PR,
following the feature template.

**Subsystem affected**

server/ — Express REST API and orchestration services. Also
`packages/db` (one new table) and `packages/shared` (one new validator).

**Problem or motivation**

Paperclip Cloud collects onboarding answers at signup and pushes them to
the tenant stack at activation. The tenant had no route for that
request. It answered 404. Cloud treats a non-2xx as "not yet applied",
so it kept the answers and retried, but the stack itself stayed
unseeded. A customer who had already named their mission, their first
agent and their first task arrived at an empty first-run wizard that
asked for all three again.

**Proposed solution**

Serve `POST /api/companies/:companyId/onboarding-seed`. Validate the
body, apply it to the company, then acknowledge it.

The seed is customer free text, so it is bounded and validated in
`packages/shared` and read from the JSON body only. It is never read
from an `x-paperclip-cloud-*` header. That header set is the trusted
identity envelope: every member is derived server-side from the host
plus verified domain records, and that is exactly what makes it
trustworthy. Mixing user content into it would remove the property. A
test plants a mission on a cloud header and asserts that the body value
wins.

Application reuses the shapes the first-run wizard already produces, so
a seeded stack and a manually onboarded one look the same afterwards:

- The mission becomes the company-level goal. A multi-line mission
splits into a title and a description, as the wizard does.
- The agent becomes the company's first hire. Its free-text role ("Chief
of Staff") lands on `title`. The structural `role` stays `ceo`, which is
what the org chart and the default-instructions lookup read.
- The first task becomes an issue in the Onboarding project, assigned to
that agent.

Cloud retries until it gets a 2xx, and it reads any 2xx as "the tenant
holds this content". So the endpoint is idempotent per `revision`. A new
`company_onboarding_seeds` table records the applied revision together
with the goal, the agent and the issue it produced. A replay of a
revision that already matches is a successful no-op. A later revision —
the customer edited their answers — updates those three rows in place
instead of creating a second agent and a second task. The record is
written last, after every other write has landed, so a partial
application cannot present itself as acknowledged.

Everything is applied before the 200 is sent. This is an ordering
guarantee, not eventual consistency. The tests read the database
immediately after the response, with no waiting and no polling, so a
lazy receiver fails them on a fast machine as well as a slow one. That
matters because the redirect into the tenant dashboard is gated on this
acknowledgement.

**Alternatives considered**

Store the seed and let the tenant UI apply it on first load. Rejected:
the dashboard redirect is gated on the acknowledgement, so a background
apply would let the dashboard open before the agent and the task exist.
The whole point is that it must not.

Reuse `POST /companies/:companyId/agents` and `POST
/companies/:companyId/issues` over HTTP from Cloud. Rejected: it needs
three round trips with no shared idempotency key, and it moves the "did
all of it land?" decision to the caller.

**Roadmap alignment**

This completes an existing Cloud-to-tenant contract. It does not add a
new user-facing surface.

## What Changed

- Add `POST /api/companies/:companyId/onboarding-seed` in
`server/src/routes/onboarding-seed.ts`. It authenticates exactly as
`POST /api/companies/:companyId/logo` does, through
`assertCompanyAccess`.
- Add `server/src/services/onboarding-seed.ts`. It applies the mission,
the agent and the first task, and records the applied revision last.
- Add the `company_onboarding_seeds` table: schema, migration `0216`,
and journal entry. It holds the applied revision and the ids of the
goal, agent and issue the seed produced.
- Add `applyOnboardingSeedSchema` in `packages/shared`. It bounds
mission to 2000, agent name to 80, agent role to 120, task title to 200,
and task details to 2000 — the same limits Cloud enforces before it
sends.
- Mount the router in `server/src/app.ts` and register the path in the
OpenAPI document.
- Add `server/src/__tests__/onboarding-seed-route.test.ts` with 13
tests.
- The seeded agent is created on `claude_local`. This mirrors the
teams-catalog default for agents created server-side, where no human
runs an environment test first. `PAPERCLIP_ONBOARDING_SEED_ADAPTER_TYPE`
overrides it.

## Verification

```sh
pnpm typecheck                      # whole workspace, passes
npx vitest run \
  server/src/__tests__/onboarding-seed-route.test.ts \
  server/src/__tests__/openapi-routes.test.ts        # 15 passed
```

The suite runs against embedded Postgres with migrations applied, so
migration `0216` is exercised by every test.

The route tests cover:

- the happy path — mission, agent and task all applied, read immediately
after the 200
- replay of the same revision — no second agent, no second task, no
second goal, no second project
- a later revision — the goal, agent and task are updated in place
- a multi-line mission splitting into a goal title and description
- a revision-only seed
- the activity log entry written once, and not again on a replay
- a caller without access to the company — 403, and nothing written
- a body with no revision — 400
- each field bound past its limit — 400
- a mission planted on an `x-paperclip-cloud-*` header — ignored, body
wins
- an existing Onboarding project — reused, not duplicated

Not verified here: the full Cloud-to-tenant walk against a live stack.
That needs a deployed Cloud and a provisioned tenant together, which is
separate staging work.

## Risks

Migration `0216` creates one new table. It adds no column to an existing
table, rewrites nothing, and backfills nothing, so it is safe to apply
online. The migration safety check passes.

The endpoint writes to a company. Access is enforced by
`assertCompanyAccess`, the same gate the company logo write uses, and a
test covers the denial.

Behavioral note for stacks that already hold data. If a company already
has a non-built-in `ceo` agent, a first seed updates that agent's name
and title rather than creating a second lead. Likewise a seed adopts an
existing company-level goal rather than adding a parallel one. This is
deliberate: the seed is the customer's own stated answer from signup,
and two competing missions or two leads would be worse than one updated
in place. In the intended case — a stack that Cloud has just activated —
none of these exist yet.

The seeded agent is created on `claude_local` with an empty adapter
config. It is idle and needs the usual credential setup before it runs.
Seeding it does not start it.

## Update — rebased onto master + review hardening

Master moved on after this PR was cut, so it was **rebased onto
`master`** and
the seed migration was **renumbered from `0212` to `0216`** (the merged
#11101
took `0212_onboarding_first_task_unique`); the drizzle journal was
re-stitched
and `check:migrations` passes.

Two things landed on top of the original receiver:

- **Mission-only walk contract (PAP-67 r17.4).** The tenant now owns the
first
agent and the first task via #11101's server-owned onboarding path,
which
stamps `ONBOARDING_FIRST_TASK_ORIGIN_KIND` and races safely on the
partial
unique index `issues_onboarding_first_task_uq`. A comment in the apply
path
documents why this receiver leaves the first task to that path on the
cloud
walk, and a paperclip-cloud `node:test`
(`src/onboarding/walk-seed.test.ts`)
asserts the walk's seed carries no `agent`/`firstTask`. The receiver
retains
the agent/first-task code for its documented body contract, kept inert
on the
  cloud path by the mission-only seed.
- **Three Greptile P1 fixes** (`95622fa37`): concurrent application is
now
  serialized under a per-company `pg_advisory_xact_lock` (no duplicate
goal/agent/project/task on overlapping pushes); a revised first task
carries
its resolved `assigneeAgentId`/`goalId`; and the
`company.onboarding_seed_applied`
  audit write is best-effort so a logging failure can't leave the entry
  permanently absent. Two new regression tests cover the first two.

## Model Used

Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking,
with tool use and code execution. Used for the original codebase
investigation, the implementation, and the tests. The rebase, migration
renumber, mission-only contract, and the three P1 fixes were done with
Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use
and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-12 22:54:07 -07:00
dmndbrp-oss a8d118a779
Prefer public base URL for generated invite links (#7619)
Fixes #7623

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Company invites are part of the access subsystem and must produce
URLs that recipients can open from outside the host machine.
> - Paperclip already has public/auth base URL configuration for
deployments behind a public hostname, Tailscale, or a reverse proxy.
> - Invite URL composition was still deriving its origin from the
incoming request host, so loopback-bound servers emitted
`http://127.0.0.1:3100/invite/...`.
> - A loopback invite URL is not shareable with a remote human or agent,
even when the token itself is valid.
> - This pull request makes invite URL builders prefer the configured
public base URL and keep the existing request-host fallback when it is
unset.
> - The benefit is that copied invite links use the reachable deployment
origin without changing local-only behavior.

## Linked Issues or Issue Description

Fixes #7623

No duplicate or related PRs/issues were found in a GitHub search for
invite URL, loopback, public base URL, and `authPublicBaseUrl` terms.

## What Changed

- Added base URL resolution in `server/src/routes/access.ts` that strips
trailing slashes and prefers configured `authPublicBaseUrl` over the
request-derived host.
- Threaded `authPublicBaseUrl` through invite summary, invite onboarding
manifest, onboarding text, access routes, `createApp`, and server
startup wiring.
- Added `server/src/__tests__/invite-url-public-base-url.test.ts`
covering configured public-base precedence, unset fallback behavior, and
trailing-slash normalization.
- Registered the invite public-base URL test in the serialized Vitest
server runner.

## Verification

```bash
pnpm install --frozen-lockfile
pnpm exec vitest run server/src/__tests__/invite-url-public-base-url.test.ts
pnpm run test:run:serialized
```

Local results from the rebased PR branch:

- `pnpm install --frozen-lockfile` exited 0.
- Targeted invite URL test exited 0: 1 file, 3 tests passed.
- Serialized server suite exited 0: 106 serialized suites completed; the
new invite URL test passed inside that runner.

Manual check after deployment: set `PAPERCLIP_AUTH_PUBLIC_BASE_URL` or
equivalent public base URL config, create a company invite, and confirm
the returned/copied invite URL uses that public origin instead of
`127.0.0.1`.

## Risks

Low risk. The new public base URL parameter is optional and falls back
to existing request-derived behavior when unset. The main operational
risk is misconfigured public base URL input; the implementation only
trims trailing slashes and otherwise trusts the configured origin.

## Model Used

- Original implementation: Anthropic `claude-sonnet-4-6`, 200k context,
tool use and test execution.
- Conflict repair and verification: OpenAI Codex GPT-5.5, coding agent
with shell, git, GitHub CLI, and local test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] 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: Coder (Claude) <coder-claude@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Paperclip Coder (Claude) <lad-agent@paperclip.ing>
2026-08-12 16:44:28 -07:00
Dylan Roy 6a546e8a9a
fix(server): align agent run JWT default TTL with documented 48h default (#10176)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Local adapters (claude_local, codex_local) run agent heartbeats as
child processes, with a short-lived run JWT injected as
`PAPERCLIP_API_KEY` at spawn time
> - That JWT is minted exactly once, when the adapter spawns the process
— its TTL must therefore cover the entire wall-clock life of the run,
not just a prompt startup
> - On laptops the gap between spawn and first real execution can be
huge: a timer heartbeat scheduled while the lid is closed fires during a
~2s macOS dark wake, the machine re-sleeps immediately, and the frozen
child only executes during a later, longer wake — over an hour of
wall-clock delay in observed runs
> - The server's default TTL was 1h, so those sessions started with an
already-expired `PAPERCLIP_API_KEY` and every control-plane call 401'd;
the agent had to recover by manually minting a fresh key
> - The 1h default was also a spec drift: the CLI `env` command
(`DEFAULT_AGENT_JWT_TTL_SECONDS`) and the agent-authentication design
doc both document 172800s (48h)
> - This pull request realigns the server default to 48h and documents
the host-suspension constraint at the mint site and in the regression
test
> - The benefit is that lid-closed/suspended-host heartbeat runs come up
with a valid credential, and the three places that state the default now
agree

## Linked Issues or Issue Description

No public GitHub issue exists for this; per the bug-report template:

- **What happened:** A timer-driven heartbeat run on a MacBook (lid
closed, on battery) was invoked during a ~2s dark wake. The adapter
spawned the CLI and logged init within 2s, then the host re-slept and
the session sat frozen for ~64 minutes until a longer dark wake let it
execute. By then the injected run JWT (1h TTL, minted at spawn) had
expired, so every API call from the agent returned 401 and the run could
only recover via a manually minted key. A second agent's run the same
night showed the identical signature (output timestamps exactly matching
`pmset -g log` dark-wake windows).
- **Expected behavior:** A run that starts late because the host was
suspended should still have a valid `PAPERCLIP_API_KEY` when it finally
executes.
- **Steps to reproduce:** Run Paperclip on a laptop with a
`claude_local` agent on a timer heartbeat; close the lid on battery
overnight; observe a run invoked during a dark wake whose session
executes >1h later with an expired token (compare run-log timestamps to
`pmset -g log` sleep/wake entries).
- **Version/commit:** current `master` (14f20be9); local trusted
deployment mode.

Related context: #5864 introduced per-company signing keys in this same
module (no TTL changes).

## What Changed

- `server/src/agent-auth-jwt.ts`: default `ttlSeconds` for local agent
run JWTs raised from `60 * 60` (1h) to `60 * 60 * 48` (48h), matching
`DEFAULT_AGENT_JWT_TTL_SECONDS` in `cli/src/commands/env.ts` and
`doc/plans/2026-02-18-agent-authentication-implementation.md`; comment
documents why the TTL must cover host-suspension gaps
- `server/src/agent-auth-jwt.ts`: stale "~1h by default" reference in
the legacy-fallback guidance updated to 48h
- `server/src/__tests__/agent-auth-jwt.test.ts`: default-TTL regression
test updated to assert 48h and explain the constraint
- `PAPERCLIP_AGENT_JWT_TTL_SECONDS` remains the explicit override knob;
operators who set it see no behavior change

## Verification

- `cd server && pnpm vitest run src/__tests__/agent-auth-jwt.test.ts
src/__tests__/agent-auth-middleware.test.ts` — 24/24 pass locally
- Review that the three default sources now agree:
`server/src/agent-auth-jwt.ts` (`60 * 60 * 48`),
`cli/src/commands/env.ts` (`DEFAULT_AGENT_JWT_TTL_SECONDS = "172800"`),
design doc (`default: 172800`)
- Manual: on a laptop, set no TTL env, trigger a heartbeat, `echo
$PAPERCLIP_API_KEY` inside the run and decode the JWT — `exp - iat` is
172800

## Risks

- Longer-lived bearer tokens widen the leak window if a run token is
exfiltrated. Mitigations already in place: tokens are
per-company/per-instance signed (#5864), bound to a `run_id`, and never
persisted server-side. Operators wanting shorter tokens keep the
`PAPERCLIP_AGENT_JWT_TTL_SECONDS` override.
- The legacy master-secret fallback window guidance ("disable ~one TTL
after deploy") lengthens accordingly; the comment now states 48h
explicitly.
- Follow-up ideas intentionally out of scope: rejecting run JWTs whose
run has terminated (server-side revocation check), and holding a power
assertion (`caffeinate`-style) for the duration of local adapter runs so
dark-wake-spawned runs keep the host awake.

## Model Used

- Claude (Anthropic) — Fable 5, model ID `claude-fable-5`, via Claude
Code 2.1.x under Paperclip's `claude_local` adapter; extended thinking
and full tool use (shell, file edits, test execution) enabled

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [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>
2026-08-12 16:44:20 -07:00
Sergio-LPA b7b8fbf688
fix(adapter-utils): let explicit PAPERCLIP_API_URL override the derived runtime URL in run env (#10339)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Every agent run gets a run-scoped bridge into the Paperclip API
through the injected `PAPERCLIP_API_URL` / `PAPERCLIP_API_KEY` env vars,
built by `buildPaperclipEnv` in
`packages/adapter-utils/src/server-utils.ts`
> - `buildPaperclipEnv` resolves that URL as `PAPERCLIP_RUNTIME_API_URL
?? PAPERCLIP_API_URL ?? http://<listen-host>:<port>`, and the server
always exports `PAPERCLIP_RUNTIME_API_URL` derived from
`authPublicBaseUrl` at boot
> - When `authPublicBaseUrl` points at an address that is not reachable
from inside the runtime container (e.g. a VPN/tailnet-only address used
to keep the web UI off the public internet), every local run receives a
dead API URL (`curl` exit 7) and agents only survive by hand-rolling a
localhost fallback
> - An operator-set `PAPERCLIP_API_URL` is the documented escape hatch —
`docs/deploy/environment-variables.md` states the server "preserves the
value" when set externally and that the run-level var "inherits the
server-level value" — but the run env builder inverts the precedence, so
the override never actually reaches runs
> - This pull request swaps the precedence in `buildPaperclipEnv` so an
explicit `PAPERCLIP_API_URL` wins over the derived runtime URL, aligning
the behavior with the documented contract
> - The benefit is that operators with split-horizon topologies (public
auth URL != container-reachable URL) can point agent runs at a reachable
endpoint with one env var, with zero behavior change for deployments
that do not set it

## Underlying Issue

No pre-existing public issue covers this, so per CONTRIBUTING ("Link
Issues or Describe Them In-PR") here are the `bug_report.yml` fields
inline:

- **What happened:** with `PAPERCLIP_AUTH_PUBLIC_BASE_URL` on a
tailnet-only address and `PAPERCLIP_API_URL=http://localhost:3100`
explicitly set in the server environment, every agent run still received
`PAPERCLIP_API_URL=http://100.x.y.z:3100` (the derived,
container-unreachable URL); `curl` from inside the run exits 7 and
agents can only reach the API by hand-rolling a localhost fallback
- **Expected behavior:** the run env inherits the operator-configured
`PAPERCLIP_API_URL`, as documented in
`docs/deploy/environment-variables.md` ("preserves the value", run-level
var "inherits the server-level value")
- **Steps to reproduce:** (1) set `PAPERCLIP_AUTH_PUBLIC_BASE_URL` to an
address not reachable from inside the server container, (2) set
`PAPERCLIP_API_URL=http://localhost:3100` in the server env, (3) trigger
any agent run and inspect the spawned process env: it carries the
derived URL, not the override
- **Version/commit:** reproduced on the `91e58acb` image (2026-07-19);
the precedence is unchanged on current `master` (`a3b293e`)
- **Deployment mode:** single-host Docker Compose, local adapters
(`claude_local`/`codex_local`), web UI exposed via VPN/tailnet only

## Related PRs (dedup search)

Several in-flight PRs touch the same pain point (runs receiving an
unreachable injected API URL) — linked for reviewer context; none of
them honors the documented explicit override, and the older ones appear
stale:

- #9916 — reworks `PAPERCLIP_RUNTIME_API_URL` derivation and port
preservation (server side); complementary, does not change run-env
precedence
- #8130 — honors a pre-set `PAPERCLIP_RUNTIME_API_URL` (server side); a
complementary escape hatch via the runtime var instead of the documented
`PAPERCLIP_API_URL` override
- #8025 — heuristic: prefer loopback when the runtime bind is loopback
(no activity since Jun 12)
- #5692 — heuristic loopback-safe URL inside `buildPaperclipEnv` (no
activity since May 14)
- #4877 — broader same-host injection rework across 10 files (no
activity since May 2)
- #4794 — always forces loopback for spawned agents (no activity since
Apr 30; would break split-horizon setups where a reachable non-loopback
URL is intended)

This PR intentionally takes the Path-1 route from CONTRIBUTING: the
smallest possible change (swap two lines so the documented operator
override wins) plus regression tests, rather than a new heuristic.

## What Changed

- `packages/adapter-utils/src/server-utils.ts`: `buildPaperclipEnv` now
resolves the injected URL as `PAPERCLIP_API_URL ??
PAPERCLIP_RUNTIME_API_URL ?? http://<listen-host>:<port>` (explicit
override first), with a short comment explaining why
- `packages/adapter-utils/src/server-utils.test.ts`: three new tests
covering the override precedence, the derived-URL fallback, and the
listen-host default (including the `0.0.0.0` to `localhost` mapping)
- `server/src/__tests__/paperclip-env.test.ts`: updated the expectation
that encoded the old runtime-URL-first precedence and added the
symmetric fallback case (runtime URL used when no explicit override is
set)
- No docs changes needed: `docs/deploy/environment-variables.md` already
describes the fixed behavior

## Verification

- `vitest run` on the new `buildPaperclipEnv` tests in
`packages/adapter-utils`: 3/3 pass
- `vitest run` on `server/src/__tests__/paperclip-env.test.ts` after the
expectation update: 5/5 pass (the first CI run correctly flagged the one
test that encoded the old precedence)
- Reproduced and verified on a production deployment (single-host
Docker, `PAPERCLIP_AUTH_PUBLIC_BASE_URL` on a tailnet-only address):
- Before: freshly spawned runs received
`PAPERCLIP_API_URL=http://100.x.y.z:3100` (verified in the spawned
process `/proc/<pid>/environ`); `curl` to it from inside the container
exits 7
- After (with `PAPERCLIP_API_URL=http://localhost:3100` in the compose
environment): a fresh run received `http://localhost:3100`, and `curl
$PAPERCLIP_API_URL/api/agents/me` with the run-scoped key returned HTTP
200; the run finished `succeeded` with usage telemetry recorded

## Risks

- Low. Behavior changes only for deployments that explicitly set
`PAPERCLIP_API_URL`; when unset (the default),
`PAPERCLIP_RUNTIME_API_URL` is used exactly as before
- The sandbox callback bridge (`execution-target.ts`) is intentionally
untouched: remote sandboxes genuinely need the publicly reachable URL,
and its `input.hostApiUrl || PAPERCLIP_RUNTIME_API_URL || ...` chain
still provides it

## Model Used

- Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended
thinking + agentic tool use via Claude Code, operating over SSH against
the affected deployment

## Checklist

- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [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

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

---------

Co-authored-by: Sergio-LPA <204395363+Sergio-LPA@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-12 16:44:11 -07:00
Eric Brookfield c6727e7b20
fix(server): don't implicitly reopen a blocked issue when the same PATCH wires blockers (#10269)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issues coordinate that work, and first-class blockers
(`blockedByIssueIds`) are how dependent work auto-resumes when its
prerequisites finish
> - A human commenting on a blocked issue implicitly reopens it to
`todo` — a deliberate heuristic so "please continue" comments revive
parked work
> - But that heuristic evaluates the issue's *pre-update* blocker set,
ignoring blockers being wired in by the very same PATCH
> - So the natural repair action for a bare-blocked issue — one PATCH
adding `blockedByIssueIds` plus an explanatory comment — silently flips
the issue to `todo`, contradicting the dependency edit it just made
> - This pull request suppresses the implicit reopen when the request
itself declares a non-empty blocker list
> - The benefit is that structured dependency edits always win over the
conversational-comment heuristic, so blocked issues keep their intended
waiting posture and auto-resume via `issue_blockers_resolved` as
designed

## Linked Issues or Issue Description

No existing issue describes this exact behavior; per the bug-report
template:

- **What happened:** On a `blocked` issue with an empty blocker set, a
board user sent one `PATCH /api/issues/:id` containing
`blockedByIssueIds: ["<unresolved-issue-id>"]` and a `comment`. The
response showed `status: "todo"` — the implicit comment-reopen fired
even though the same request wired an unresolved blocker. A follow-up
`PATCH { status: "blocked" }` was then needed to restore the waiting
posture (and because the blocker array replaces on every update, the two
fields had to be re-sent together).
- **Expected behavior:** A request that explicitly declares dependencies
is stating that the issue is waiting on other work. The implicit reopen
exists for plain conversational comments; it should not override a
structured dependency edit made in the same request.
- **Steps to reproduce:** (1) Create issue A with `status: "blocked"`
and no blockers; (2) as a board user, `PATCH /api/issues/A` with `{
"blockedByIssueIds": ["<id of an open issue>"], "comment": "wiring the
dependency" }`; (3) observe the response/issue status is `todo` instead
of remaining `blocked`.
- **Version/commit:** reproduced on `master` @ `d1b9448b5`.
- **Deployment mode:** `authenticated`, single-host (macOS launchd),
embedded Postgres.

Related (not fixed here): the family of "blocked with empty
`blockedByIssueIds` zombie" reports — Refs #9201, Refs #6523 — this bug
is one way an issue's status and blocker list end up contradicting each
other; and Refs #8062, which proposes a different auto-transition at the
status/blocker boundary.

## What Changed

- `shouldImplicitlyMoveCommentedIssueToTodo`
(server/src/routes/issues.ts) accepts an optional
`requestAddsExplicitBlockers` input and returns `false` when set,
alongside the existing suppression guards, with a comment documenting
the rationale.
- The `PATCH /api/issues/:id` call site passes
`requestAddsExplicitBlockers: Array.isArray(req.body.blockedByIssueIds)
&& req.body.blockedByIssueIds.length > 0`.
- Two route tests in `issue-comment-reopen-routes.test.ts`: a regression
test (comment + non-empty blocker list on a blocked issue must not flip
status) and a boundary test (comment + `blockedByIssueIds: []` still
implicitly reopens, preserving the existing clear-blockers behavior).

Deliberately unchanged: explicit `reopen`/`resume` flags still behave as
before, and the `POST /comments` route is untouched (its body cannot
carry `blockedByIssueIds`).

## Verification

- `cd server && pnpm vitest run
src/__tests__/issue-comment-reopen-routes.test.ts` → 74/74 pass.
- Reverting the `issues.ts` change makes the new regression test fail
with `expected 'todo' to be undefined` — it bites.
- `cd server && pnpm tsc --noEmit` → clean.

## Risks

- Low. The change is a single additional suppression guard on the
*implicit* reopen path, scoped to requests that carry a non-empty
`blockedByIssueIds` array; all other reopen behavior is untouched.
- Edge case considered: a request wiring only already-resolved blockers
plus a comment now stays `blocked` instead of implicitly reopening. This
is the conservative reading of caller intent (an explicit dependency
edit), and an explicit `status`/`reopen` in the same request still wins.

## Model Used

- Anthropic Claude — Fable 5 (`claude-fable-5`), extended thinking
enabled, agentic tool use via Claude Code (CLI). Production repro,
diagnosis, fix, and tests all model-authored under human direction.

## 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 (none
applicable — behavior comment added inline)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending first CI run on this PR)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending first review pass)
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-12 16:43:56 -07:00
Jannes Stubbemann 6d2eab742f
fix(server): retry runs that hit a sandbox provider worker restart window instead of failing setup (#10212)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent runs execute in sandbox environments acquired through provider
plugins (e.g. the Kubernetes sandbox provider)
> - Lease acquisition happens during run setup, before the adapter
executes
> - When a provider plugin's worker is momentarily unavailable (a server
or plugin restart window), lease acquisition throws "Sandbox provider
... is installed via plugin ..., but its worker is not running."
> - The heartbeat setup path records that as a terminal `setup_failed`:
no retry classifier matches the message, so the run dies instantly even
though the worker returns seconds later
> - This PR classifies that transient condition as retryable
infrastructure so the run is retried instead of being lost to a restart
blip
> - The benefit is that routine restarts no longer produce spurious
instant run failures

## Linked Issues or Issue Description

No public GitHub issue exists; describing inline following the bug
report template.

**What happened**

During a brief sandbox-provider-worker restart window, several runs
failed instantly with `setup_failed` ("... but its worker is not
running."), while runs on the same agent moments earlier and later
succeeded.

**Expected behavior**

A transient, self-healing worker-unavailable condition should schedule a
bounded retry, not terminally fail the run.

**Steps to reproduce**

Trigger a run while the sandbox provider plugin worker is momentarily
unavailable (a server or plugin restart). Lease acquisition throws the
worker-not-running error and the run is finalized as `setup_failed` with
no retry. The recovery test added here reproduces the classification
path.

**Deployment mode**

Cloud multi-tenant execution (Kubernetes sandbox provider plugin).

## What Changed

- Added a dedicated, readable predicate that recognizes the transient
sandbox-provider-worker-unavailable lease failure and treats it as
retryable infrastructure, so the heartbeat schedules a bounded
continuation retry instead of finalizing terminally
- The predicate is anchored to the full lease-failure phrasing (`is
installed via plugin ... but its worker is not running`) so it cannot
match the permanent "provider not installed" message emitted by config
validation
- Added tests proving the readiness poll already waits the full deadline
while the worker handle is absent or `starting` (registered-late
coverage); no poll behavior change was needed

## Verification

- `cd server && npx vitest run
src/__tests__/environment-runtime.test.ts` — poll exhaustion +
registered-late cases
- `npx vitest run src/__tests__/heartbeat-process-recovery.test.ts` —
worker-unavailable message schedules a retry; a non-matching permanent
provider failure still escalates terminally (negative case)

## Risks

Low risk. The retry is bounded by the existing
infrastructure-continuation attempt cap (max 3), the message match is
narrow enough to exclude the permanent provider-not-installed failure
(covered by a negative test), and no readiness-poll or lease-acquisition
behavior changed.
## Model Used

Claude (Anthropic) via Claude Code. Implementation and tests authored by
a Claude Sonnet-class model (`claude-sonnet-5`) dispatched as isolated
per-task implementer agents under a multi-agent orchestration workflow;
root-cause investigation, planning, and two-stage adversarial code
review performed by additional Claude agents. Extended thinking and tool
use enabled throughout.

## 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
- [ ] 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
2026-08-12 16:43:48 -07:00
Jannes Stubbemann a0bdf388af
fix(agents): refuse to hire onto an adapter this instance cannot run (#10256)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Hiring an agent means choosing a harness (adapter) for it, and an
instance can declare which harnesses it actually runs through
`PAPERCLIP_ADAPTERS`, which `reconcileAdapterAvailability` turns into a
disabled set at boot
> - The hire and create routes validate the adapter type with
`assertKnownAdapterType`, which only asks whether the adapter is
REGISTERED — a disabled adapter passes
> - So an agent can be created on a harness the instance cannot run, and
the failure only appears later, per run, at lease time: `Adapter "..."
is not in the configured adapter registry`
> - By then the error is in a run log, minutes after the choice, with
nothing tying it back to the harness the user picked; the agent also
keeps accepting work it can never do
> - This pull request validates the hire and create paths against the
ENABLED set and refuses with a message that names the adapters that are
available
> - The benefit is that an impossible choice fails at the moment it is
made, in the words of the choice itself, instead of as a run failure the
user cannot act on

## Linked Issues or Issue Description

No existing issue; describing it here per the bug report template.

**What happened**

On an instance with a curated registry, a company's Chief of Staff was
hired on `cursor_cloud`, which that instance had disabled. The API
accepted the hire. Its first assignment run then failed:

```
Failed to acquire lease for environment "Kubernetes Sandbox" (sandbox): Adapter "cursor_cloud" is not in the configured adapter registry
```

and its automation run sat in `queued` for hours afterwards. Nothing in
the hire response, the agent detail view, or the agent's status
explained that this harness could never run.

**Expected behavior**

hiring on an adapter the instance has disabled is refused at hire time,
with a message naming the adapters that can be chosen.

**Steps to reproduce**

1. Start the server with a registry that omits an otherwise-registered
adapter, e.g. `PAPERCLIP_ADAPTERS` listing `claude_local` but not
`cursor_cloud`.
2. `POST /api/companies/:companyId/agents` with
`{"name":"CoS","adapterType":"cursor_cloud"}`.
3. The agent is created (201). Every run it attempts fails at lease time
with the message above.

**Paperclip version or commit**

master (`4c55f0d8d`).

## What Changed

- `server/src/routes/agents.ts`: adds `assertSelectableAdapterType`,
which extends `assertKnownAdapterType` with an enabled-set check and
throws `422 Adapter "<type>" is not available on this instance.
Available adapters: <list>`. The hire (`POST .../agent-hires`) and
create (`POST .../agents`) paths now use it.
- Routes that operate on an EXISTING agent keep
`assertKnownAdapterType`, so an agent already running on a
since-disabled adapter is unaffected — the same rule
`listEnabledServerAdapters` already documents ("hidden from selection,
still functional for agents that already use them").
- `server/src/__tests__/agent-adapter-validation-routes.test.ts`: mocks
the adapter-plugin store's disabled set (so the test never writes to a
real `~/.paperclip/adapter-settings.json`), and covers
refuse-when-disabled (including that the message names the alternatives
and that no agent is created) plus create-still-works-when-enabled.

## Verification

```
pnpm vitest run server/src/__tests__/agent-adapter-validation-routes.test.ts
```
13 tests pass, including the two new cases and the existing
unknown-adapter-type test.

Manual: disable an adapter (`PATCH /api/adapters/:type {"disabled":
true}` as an instance admin, or omit it from `PAPERCLIP_ADAPTERS` and
restart), then POST an agent with that `adapterType` — 422 naming the
available adapters, and no agent row is created.

## Risks

Low, and scoped to new selections:

- Automation that creates agents on a disabled adapter now gets a 422
where it previously got a 201 followed by runs that always failed. That
is the intended behavior change, and the message names the valid
choices.
- Existing agents, and every route that acts on an existing agent, are
untouched.
- The enabled set comes from the same store `GET /api/adapters` already
reports, so the API and the picker cannot disagree.

## Model Used

Claude Opus 5 (Anthropic), model id `claude-opus-5`, 1M context window,
extended thinking, with tool use and 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)
- [x] My branch name describes the change
(`upstream/adapter-selection-guard`) and contains no internal 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 (the
new helper documents the selection-vs-existing-agent rule)
- [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

Related: #10254 makes the adapter inventory readable during onboarding,
which is what lets the picker hide these adapters in the first place.
This PR is the server-side backstop for the same failure.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-12 16:43:40 -07:00
Eric Brookfield 20482a4cb6
fix(server): gate heartbeat-fallback comment to never publish raw transcript (#10143)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents run on a heartbeat; when an issue-scoped run ends, the server
records the outcome on the issue's board thread.
> - Normally the agent posts its own summary comment via `POST
/comments`. When it doesn't, the server has a fallback that
auto-publishes a run summary so the board isn't left silent.
> - That fallback (`buildHeartbeatRunIssueComment` in
`server/src/services/heartbeat-run-summary.ts`) returns
`resultJson.summary` **verbatim**, with no length cap or shape check.
> - For runs that never produce a final `result`, `summary` is
concatenated **inter-tool narration** ("Let me check…", "I'll fetch…",
joined by the claude-local adapter's parser). The fallback then dumps
that raw transcript onto the public board thread.
> - In practice this produces long, confusing transcript comments that
mislead reviewers and other agents about what actually happened.
> - This PR gates the fallback so it publishes a clean summary or a
short stub, never raw transcript.
> - The benefit is that the board thread stays trustworthy: a missing
agent summary degrades to a one-line "no summary this run" note instead
of leaking internal narration.

## Linked Issues or Issue Description

No public GitHub issue exists for this; describing it here as a bug
report.

**What happened:** When an issue-scoped heartbeat run finishes without
the agent posting its own comment, the server's fallback publishes
`resultJson.summary` verbatim as the board comment. When the run
produced no final result, that value is concatenated inter-tool
narration, so raw transcript is posted to the issue thread.

**Expected behavior:** The fallback should post a concise summary when
one is available, and otherwise a short stub — never multi-hundred-line
raw narration.

**Steps to reproduce:**
1. Run an issue-scoped agent turn that ends without calling `POST
/comments` and without emitting a final `result` (only inter-tool
narration).
2. Observe the auto-published board comment: it is the full narration
transcript.

**Deployment mode:** self-hosted server
(`server/src/services/heartbeat.ts` fallback path).

**Prior attempt:** an earlier PR for this change was auto-closed when
its head branch was renamed to strip an internal ticket id from the
branch name; this PR supersedes it.

**Related PR:** #7505 (`fix(heartbeat): skip auto-mirror run-summary
comment on cross-owner wakes`) touches the same fallback area but
addresses a different case (cross-owner wakes); this PR is
complementary, gating the *content* of the fallback rather than *when*
it fires.

## What Changed

- `server/src/services/heartbeat-run-summary.ts`:
`buildHeartbeatRunIssueComment` now gates the fallback text. After
resolving `summary` → `result` → `message`, if the text opens with a
narration phrase (`let me`, `i'll`, `i need to`, `i can see`, `looking
at`, `fetching`, `checking`, `first,`) **or** exceeds
`MAX_FALLBACK_COMMENT_CHARS` (1200), it returns a fixed stub: *"Run
completed. Agent did not post a summary comment this run (transcript
withheld — see run log)."* Otherwise it returns the text unchanged.
- `server/src/__tests__/heartbeat-run-summary.test.ts`: added cases for
each narration opener, the length cap, the exact 1200-char boundary
(posts), and clean-summary passthrough.

Runs where the agent posts via the API are unaffected — the fallback
only fires when no agent comment is found for the run, and that call
site is unchanged.

## Verification

- `pnpm --filter @paperclip/server test heartbeat-run-summary` — 13/13
pass (new + existing cases).
- Manual reasoning: the gate is a pure function of the resolved text;
API-posted runs never reach it.
- **CI note:** at the time of opening, `pnpm install --frozen-lockfile`
fails on this branch's base commit with
`ERR_PNPM_LOCKFILE_CONFIG_MISMATCH` (patchedDependencies drift). This
reproduces on every PR based on the current `master` tip (e.g. #10137)
and is unrelated to this two-file change; PRs cut from the prior master
(e.g. #10135) install cleanly. This should clear once the `Refresh
Lockfile` job lands a corrected lockfile on `master` and this branch is
rebased. Happy to rebase or fold in the lockfile fix if a maintainer
prefers.

## Risks

Low risk. The change is confined to one pure function and its tests,
touches no schema or migration, and only alters the *fallback* comment
path (never the normal API-posted path). Worst case is a legitimate
clean summary that happens to open with a gated phrase gets replaced by
the stub — the run log still holds the full detail.

## Model Used

Claude Opus 4.8 (`claude-opus-4-8`), 1M-token context window, extended
thinking, with 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)
- [x] My branch name describes the change
(`fix/gate-heartbeat-fallback-comment`) and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes (no
user-facing docs affected)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (blocked on a master-side
lockfile drift, see CI note)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending re-review on this PR)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-08-12 16:43:13 -07:00
Constantine 2f1c0e011e
fix(hermes): surface silent nonzero exit failures (#10107)
## Thinking Path

- Followed a silent nonzero Hermes exit from child-process result
parsing through heartbeat run, runtime, task-session, and agent
finalization.
- Found two gaps: the adapter could return `errorMessage: null` for a
numeric nonzero exit, and heartbeat later reused the nullable adapter
field instead of its normalized fallback.
- Kept timeout, signal-cancellation, and specific parsed diagnostics
authoritative.

## Linked Issue(s) / Bug Report

Related to #9751 (stderr classification) and #9519 (exit-zero
finalization), but this is a separate failure mode.

Reproduction: run Hermes with a child result equivalent to `exitCode:
1`, `timedOut: false`, and no parsed diagnostic. The heartbeat row
derives `Adapter failed`, while runtime/task-session/agent finalization
can persist null diagnostics.

## What Changed

- Give silent numeric nonzero Hermes exits a stable fallback such as
`Hermes exited with code 1`.
- Preserve specific parsed errors and timeout/signal semantics.
- Reuse the normalized persisted run error for recovered runtime state,
task-session `lastError`, and agent `errorReason`.
- Add adapter-level and embedded-Postgres regressions.

## Verification

- Hermes adapter `execute.onspawn.test.ts` — 7 passed.
- Focused heartbeat normalized-error regression — 1 passed (91 skipped).
- `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck` —
passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check origin/master...HEAD` — passed.

Independent review also ran the full recovery file: the changed
regression passed; one unrelated pre-existing timing-sensitive test
timed out.

## Risks / Rollout Notes

Low risk. Fallback text is used only when a numeric nonzero exit has no
better diagnostic. Existing timeout, signal, and parsed-error precedence
remains unchanged.

## Model Used

OpenAI Codex `gpt-5.6-sol` with repository inspection, test execution,
and independent read-only review.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (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 (not
applicable: internal diagnostics only)
- [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: cucurigoo <cucurigoo@users.noreply.github.com>
2026-08-12 16:09:35 -07:00
Daniel Sauer 91669741d2
fix(server): close tool-access cross-tenant ID oracles (#9589)
## Thinking Path

> - Paperclip's company-scoped HTTP routes must reject inaccessible
resources before returning resource-specific authorization results.
> - The shared `getAccessibleResource` helper established that
invariant, but direct tool-access routes still fetched globally unique
IDs first and then returned 403 from later authorization checks.
> - A signed-in user could therefore distinguish a valid foreign-company
resource ID from an unknown ID.
> - This change applies the existing tenant-aware lookup gate
consistently across direct tool-resource routes and rejects inaccessible
OAuth state before callback-specific authorization.

## Linked Issues or Issue Description

- No standalone issue exists. This is a security-hardening follow-up to
#3967.
- **Observed:** a member of company A can submit a known application,
connection, profile, profile-entry, or OAuth-state ID belonging to
company B and receive a different response than for a random missing ID.
- **Expected:** missing and inaccessible foreign resources are
indistinguishable at the HTTP boundary. Signed-in instance
administrators still require company membership for company-scoped
access.
- **Reproduction:** create resources in company B, authenticate as an
owner of company A without B membership, and call the direct
`/api/tool-*` routes using B's IDs. Before this change, affected calls
returned 403 while unknown IDs returned 404.

## What Changed

- Wrapped direct application, connection, profile, and profile-entry
lookups in `server/src/routes/tool-access.ts` with the shared
`getAccessibleResource` 404 gate.
- Added tenant membership validation to OAuth callback-state lookup
before session/role checks, returning the same invalid-state response as
an unknown state.
- Expanded route regressions across connection/profile endpoint
families, including grants, usage, installs, gateway-backed test calls,
OAuth, mutations, catalog/activity reads, profile entries, and
instance-admin-without-membership access.
- Updated application update/delete expectations from cross-tenant 403
to non-enumerating 404 responses.

## Verification

After rebasing onto current `master`:

- `pnpm exec vitest run src/__tests__/tool-access-service.test.ts` from
`server/` — 113 passed.
- `pnpm --filter @paperclipai/server typecheck` — previously passed on
the same implementation; affected upstream paths were unchanged before
this mechanical rebase.

## Risks

- Low implementation risk: no schema, migration, or successful
same-company response changes.
- Intentional behavior change: inaccessible foreign tool-resource IDs
now return 404 instead of 403; inaccessible OAuth states return the same
400 body as missing/expired states.
- The gate reuses `getAccessibleResource` / `hasCompanyAccess` semantics
established by #3967.

> 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 `openai-codex/gpt-5.6-sol`; repository,
shell, test, TypeScript language-server, and GitHub CLI tool access
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 linked an existing issue or described the issue
in-PR
- [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 focused tests locally on the final rebased head and
they pass
- [x] I have added or updated tests where applicable
- [x] Documentation update — N/A: internal authorization correction only
- [x] I have considered and documented risks above
- [ ] All Paperclip CI gates are green on the new rebased head
- [x] Greptile's prior review was 5/5 with no open findings
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Daniel Sauer <sauerdaniel@users.noreply.github.com>
2026-08-12 16:09:18 -07:00
Jonathan Reyes 676e20a894
fix(routines): reject HMAC webhook replays (#9994)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Routines allow external systems to start recurring work through
authenticated public webhooks
> - Timestamped HMAC authentication currently verifies authenticity and
age but does not remember an accepted delivery
> - An exact signed request can therefore be reused within its replay
window, including through simultaneous duplicate delivery
> - Replay rejection must be atomic with run creation so concurrent
copies cannot both succeed
> - This pull request derives a non-secret replay identity from each
valid timestamped HMAC delivery and claims it under the existing routine
transaction lock
> - The benefit is at-most-once acceptance of an exact HMAC delivery
without changing ordinary caller-supplied idempotency semantics

## Linked Issues or Issue Description

Fixes: #9993

## What Changed

- Derive a stable, non-secret idempotency key after a timestamped HMAC
signature has been validated.
- Reject a previously claimed HMAC delivery with a conflict while
preserving coalescing for existing non-HMAC idempotency keys.
- Apply the same atomic replay claim when automatic worktree execution
is suppressed.
- Add regression coverage for sequential, concurrent, and suppressed-run
replays.

## Verification

- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts` —
59 tests passed.
- `pnpm typecheck` — all workspace packages passed.
- The sequential test was observed failing on unmodified `master`: the
second identical request resolved and a second run was created.
- The concurrent regression test verifies exactly one request succeeds
and only one routine run exists.

## Risks

- Low migration risk: no schema change is required; the existing
nullable routine-run idempotency field is reused.
- The routine row lock serializes replay claims, adding a small amount
of contention only while a routine run is being created.
- Replay rejection applies only to `hmac_sha256`, which carries the
timestamp needed for a bounded replay policy. Existing `github_hmac`,
bearer, and unauthenticated trigger semantics are unchanged.

> 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 family) with reasoning, repository inspection, shell
execution, and test 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] Documentation does not require an update because this restores the
documented replay-window security behavior without changing
configuration or APIs
- [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
2026-08-12 16:09:00 -07:00
Christian Lappin fc5c6ffed2
fix(server): return 404 instead of 500 for non-UUID company refs (#9959)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board REST API is how operators and integrations read company
state; `GET /api/companies/:companyId` is one of its most basic reads
> - The route passes the raw path param into `companyService.getById`,
which queries the uuid-typed `companies.id` column directly
> - Any non-UUID ref — a slug, a typo, a stale bookmark — makes Postgres
throw `invalid input syntax for type uuid`, which surfaces as an HTTP
500 with a stack trace in the server log instead of a clean client error
> - A 500 for malformed client input is miscategorized: it pages
operators, pollutes error budgets, and hides the actual problem ("that
ref doesn't exist") from the caller
> - This pull request guards `getById` with a UUID check so non-UUID
refs resolve to `null` and the route returns its existing 404 path
> - The benefit is correct HTTP semantics for bad input, quieter logs,
and one less misleading 500 for self-hosters to chase

## Linked Issues or Issue Description

Fixes #9962 — `GET /api/companies/:companyId` returns 500 (`invalid
input syntax for type uuid`) for non-UUID refs instead of 404. Full
repro and log excerpt in the issue.

## What Changed

- `server/src/services/companies.ts`: `getById` returns `null` early for
non-UUID refs instead of passing them to the uuid-typed query.
- `server/src/__tests__/companies-service.test.ts`: regression test —
non-UUID refs (`"tumbly-haus-creative"`, `"not-a-uuid"`, `""`) resolve
to `null` without a query error.

## Verification

- `npx vitest run src/__tests__/companies-service.test.ts` — 12/12 pass
(new test included, embedded-postgres suite).
- Manual: `curl -i /api/companies/not-a-uuid` → 404 (was 500); `curl -i
/api/companies/<real-uuid>` → 200 unchanged.

## Risks

- Low. Pure input-validation guard on one read path; UUID lookups are
byte-for-byte unchanged. Only behavioral shift is 500→404 for refs that
could never have matched a row.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — diagnosis
from server logs, patch, and test authored with extended thinking and
tool use; human-reviewed and submitted by @christianlappin.

## 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
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 (n/a —
no doc references this error path)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending first CI run)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-12 16:08:49 -07:00
dmndbrp-oss 0db8480b19
fix(SAG-2595): land updatedSince issues-list filter on master (#9050)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issues-list REST endpoint (`GET
/api/companies/:companyId/issues`) backs the digester and other pollers
that ask "what changed since last time".
> - The service layer supports rich filters, but there was no
`updatedSince` filter — so every routine fire re-read the full backlog
instead of just the delta.
> - A prior commit added this filter, but it was never merged to
`master`; it only ran in production because a feature branch happened to
be the live checkout, and the behavior vanished when that directory was
repurposed.
> - This pull request re-lands just the `updatedSince` filter (route
param parse + validation, service `IssueFilters` field, and the
`updatedAt` predicate) as a single-purpose change.
> - The benefit is that pollers can request only issues updated after a
timestamp, and the fix now lives durably on `master` instead of a
transient checkout.

## Linked Issues or Issue Description

No public GitHub issue exists; describing inline per the bug report
template.

**What happened**

`GET /api/companies/:companyId/issues` ignores an `updatedSince` query
parameter, so consumers (e.g. the digester and other pollers) cannot
request only the delta since a prior poll and must re-read the whole
backlog on every fire.

**Expected behavior**

Passing `updatedSince=<ISO 8601 timestamp>` returns only issues whose
`updatedAt` is strictly after that timestamp; a malformed value returns
`400`.

**Steps to reproduce**

1. Call `GET /api/companies/:companyId/issues?updatedSince=<a future ISO
8601 timestamp>`.
2. Observe the endpoint returns the full backlog instead of an empty
list (the parameter is silently ignored).

## What Changed

- `server/src/routes/issues.ts`: parse the `updatedSince` query param,
return `400` for a non-parseable timestamp, and pass it into
`svc.list()`.
- `server/src/services/issues.ts`: add `updatedSince?: string` to
`IssueFilters` and, when present and valid, add a `gt(issues.updatedAt,
since)` condition to the list query.
- `server/src/__tests__/issue-list-updatedsince-filter-routes.test.ts`:
new route+service coverage — future timestamp returns 0 issues, a past
timestamp returns only the delta, and a malformed timestamp returns 400.

## Verification

- `pnpm vitest run
src/__tests__/issue-list-updatedsince-filter-routes.test.ts` — 3/3 pass.
- `pnpm vitest run
src/__tests__/issue-list-assignee-filter-routes.test.ts` — 5/5 pass
(regression check on the sibling filter path).
- `tsc --noEmit` on `server/` — no new errors introduced (pre-existing
unrelated `plugin-sdk` build errors on `master` are untouched).

## Risks

Low risk. Purely additive: the new filter only takes effect when
`updatedSince` is supplied, so existing callers that omit it are
unaffected. Invalid timestamps fail fast with `400` rather than silently
returning all rows.

## Model Used

Claude — `claude-sonnet-4-6` (implementation) with `claude-opus-4-8`
review/merge-gate; tool use + code execution enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [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 (N/A — no UI change)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (in progress)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(in progress)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Coder (Claude) <coder-claude@paperclip.ing>
2026-08-12 16:08:40 -07:00
edgardfrz c5574599b1
fix(routines): exclude assignee configuration from detail responses (#9818)
## Thinking Path

> - Paperclip is the open-source control plane people use to manage AI
agents for work.
> - Routines are the subsystem that schedules recurring work and returns
routine detail to authorized company actors.
> - Routine detail embedded the complete assignee database row even
though its shared contract requires only assignee identity.
> - That full row can contain protected adapter and runtime
configuration, including environment bindings.
> - The service boundary should project only the fields the routine
contract actually needs.
> - This pull request replaces the full-row query with a company-scoped
identity projection and adds sentinel-based regression coverage.
> - The benefit is useful routine detail without exposing protected
assignee configuration.

## Linked Issues or Issue Description

No public issue exactly tracks this service-level exposure.

- Related prior PR: Refs #4967, an older route-level redaction approach
with broader changes and no focused routine serialization test.
- Related closed PR: Refs #5144, an unmerged prior implementation of the
same identity-projection approach.
- Related agent-route hardening: Refs #8779; that work covers direct
agent responses, while this PR removes protected fields from the routine
embed itself.

Bug details:

- Actual behavior: `GET /api/routines/{routineId}` could serialize the
complete assignee row, including protected adapter/runtime
configuration.
- Expected behavior: routine detail exposes only the assignee identity
required by `RoutineDetail`, including its derived `urlKey`.
- Reproduction: assign an agent with sentinel-only protected
configuration to a routine, retrieve routine detail, and inspect key
presence or serialize the response; no production value is needed or
recorded.
- Version/commit reproduced: upstream `master` immediately before this
PR.
- Deployment mode: service-level embedded Postgres test; the vulnerable
serializer is shared by supported deployments.

## What Changed

- Added a company-scoped assignee summary query in
`server/src/services/routines.ts` that selects only `id`, `name`,
`role`, and `title`, then derives the non-sensitive `urlKey` from the
name.
- Updated `getDetail()` to use that projection instead of selecting the
complete agent row.
- Added focused negative and positive identity assertions, including the
derived `urlKey`, in `server/src/__tests__/routines-service.test.ts`.
- Audited routine list/detail serialization and broader embedded-agent
query sites; routine list exposes only `assigneeAgentId`, while other
agent embeds use explicit projections or authorized agent endpoints.

## Verification

- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts` —
57/57 passed.
- Focused sentinel regression test — passed.
- `pnpm -r typecheck` — passed.
- Server, UI, and CLI builds — passed; UI gzip-size completion used a
4096 MB Node heap.
- `git diff --check` — passed.
- Full `pnpm test:run` — 2,699 passed, 1 skipped, 9 failed in untouched
tests. The failures reproduce outside this change and are limited to
local-adapter `nohup`/PTY behavior, macOS `/tmp` versus `/private/tmp`
normalization, and one workspace-runtime auto-port fixture.

## Risks

- Low compatibility risk: the returned shape now matches the existing
shared `RoutineDetail` contract.
- A consumer relying on undocumented protected agent fields inside
routine detail will stop receiving them.
- No schema, migration, deployment, credential, or production-secret
changes are included.
- Rollback is a single commit revert, but reverting would restore the
exposure.

> This is security hardening for the already-shipped routines subsystem;
`ROADMAP.md` marks Scheduled Routines complete, and this PR does not add
or duplicate roadmap feature work.

## Model Used

- OpenAI GPT-5 via Codex, with repository search, local code execution,
tests, TypeScript typechecking, builds, Git, and GitHub API use. The
runtime does not expose a more granular snapshot ID or context-window
size.

## Checklist

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

---------

Co-authored-by: ClawdeBot <clawdebot@Mac-mini-de-ClawdeBot.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 16:08:31 -07:00
Constantine 276730d63e
fix(server): recognize cross-package Zod errors (#10168)
## Thinking Path

> - Paperclip validates API request bodies with Zod and converts
validation failures into client errors.
> - The global error handler recognized Zod failures with `instanceof
ZodError`.
> - Monorepo dependency layouts can provide more than one installed Zod
module instance.
> - A valid Zod error from another instance fails that identity check
and falls through as HTTP 500.
> - This pull request keeps the native path and adds a narrow structural
fallback for named Zod errors with an issues array.
> - The benefit is stable HTTP 400 validation semantics regardless of
package-instance identity.

## Linked Issues or Issue Description

Related but not duplicate: Refs #6908. That PR catches `instanceof
ZodError` inside validation middleware and returns 422; it does not
cover errors created by a second Zod module instance, which is the
reproduced failure here.

**What happened?**

An invalid `POST /api/issues/:id/work-products` payload raised a real
Zod validation error but returned HTTP 500 because the error came from a
different Zod package instance.

**Expected behavior**

All genuine Zod validation failures return HTTP 400 with validation
details, independent of module identity.

**Steps to reproduce**

1. Submit a work-product body missing the required `provider`,
`externalId`, and `url` fields.
2. Ensure the route schema is resolved from a different installed Zod
instance than the server error handler.
3. Observe HTTP 500 before this fix.
4. Observe HTTP 400 after this fix.

**Environment**

- Paperclip base: `14f20be92b86a49ff2c35495e5b0fa4d719998ef`
- Deployment: self-hosted, built from source
- Access context: board API
- Adapter scope: not adapter-specific

- [x] I searched open PRs for `ZodError`, validation errors, and
work-product validation and linked related work above.

## What Changed

- Add a narrow `readZodIssues` helper that accepts native Zod errors or
structurally valid cross-package Zod errors.
- Preserve existing HTTP 400 response shape and structured error
context.
- Add a regression for a Zod error object from another module instance.

## Verification

- `pnpm exec vitest run server/src/__tests__/error-handler.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Full upstream CI test/build/e2e matrix passed.
- Local post-deploy smoke returned HTTP 400 for the previously failing
invalid work-product payload.

## Risks

- A deliberately thrown object named `ZodError` with an `issues` array
will be treated as a client validation failure. The effect is limited to
returning HTTP 400 instead of 500; no authorization or persistence
behavior changes.
- No schema or migration changes.

> This is a bug fix, not roadmap feature work.

## Model Used

OpenAI Codex `gpt-5.6-sol`, with tool use, code execution, repository
inspection, and independent read-only review agents.

## Checklist

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

---------

Co-authored-by: cucurigoo <cucurigoo@users.noreply.github.com>
2026-08-12 16:05:53 -05:00
Nicky Leach e31951a17d
feat: Claude agent setup-token login in a sandbox (#11286)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Claude agents that run in a remote sandbox need a safe in-product
login path
> - The existing host login route cannot open a pseudo-terminal inside
that sandbox
> - The login flow must protect the browser code, the login URL, and the
OAuth token at every step
> - This pull request adds the parser, the runner, a Daytona
pseudo-terminal transport, and a guarded, owner-bound session route
behind an injectable transport
> - The route stays inert in the default build and fails closed until a
sandbox provider binds the live transport
> - The benefit is a company-scoped setup-token flow with one-time
secret delivery, redaction, and fail-closed transport checks, ready for
a later staged production rollout

## Linked Issues or Issue Description

**Agent or provider**

Claude Code setup-token login for sandbox agents.

**Why this adapter is useful**

Sandbox agents need a supported way to sign in without host credentials.
An authorized owner completes the browser step and receives the token
one time.

**How the agent is invoked**

When a sandbox provider binds the injectable transport, the server
starts `claude setup-token` through a sandbox pseudo-terminal, sends the
browser code to the matched prompt, and returns the token through the
guarded session route. The default build does not bind the transport. In
that state the start route fails closed with a fixed no-secret `503`. It
does not start a process and it does not hold a sandbox lease.

**Additional context**

The transport is injectable, so each sandbox provider binds its own
pseudo-terminal. This pull request adds the Daytona transport but does
not bind it in the production server. A production wiring needs a lease
manager, a live pseudo-terminal factory, a durable token store, and its
own security review. The route keeps secrets out of logs, activity
details, errors, telemetry, and non-owner responses.

## What Changed

- Add strict parsers for the setup-token URL, the prompt, and the
success token.
- Add a login runner that drives the `claude setup-token` command
through a pseudo-terminal.
- Add the Daytona pseudo-terminal transport and the sandbox plugin
wiring.
- Add a company-scoped, owner-bound login session service with rate
limits, a reaper, cleanup, and one-time token delivery.
- Add the guarded session routes at
`/agents/:id/setup-token-login-sessions/*` behind an injectable
transport. The routes become the live login path only when a provider
binds the transport.
- Keep the start route fail-closed in the default build. It returns a
fixed no-secret `503` and it does not bind `setupTokenLogin`.
- Keep the existing host route `POST /agents/:id/claude-login` in place.
This pull request does not replace it.
- Keep confidential responses behind a fail-closed TLS transport guard
with `Cache-Control: no-store`, and extend redaction for the new fields.
- Export the parser and the runner from the Claude local server entry,
and document the new session routes in the OpenAPI spec.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run setup-token-route
setup-token-session`
- `pnpm --filter @paperclipai/adapter-claude-local exec vitest run`
- `pnpm --filter @paperclipai/server run typecheck`
- Confirm that the pull request checks pass on GitHub.

## Risks

- Low user-facing risk on merge. The default build does not bind the
transport, so the production start route stays fail-closed with a `503`.
The merge does not change the production login behavior.
- When a provider later binds the transport, the flow starts a live
sandbox process and holds a short-lived in-memory secret. Cleanup must
stop the child before it releases the sandbox lease.
- The transport guard fails closed when the deployment does not provide
a trusted TLS path. A wrong proxy allowlist can block a valid request.
- The production wiring is out of scope. It needs a lease manager, a
live pseudo-terminal factory, a durable token store, and its own
security review before the server binds `setupTokenLogin`.

## Model Used

Anthropic Claude Opus 4.8 assisted the implementation. It used extended
reasoning, code execution, repository tool use, and a 200,000-token
context window.

## 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 (the
OpenAPI spec covers the new session routes; no user-facing documentation
needs changes)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-12 13:02:49 -07:00
Devin Foley ff5fd62d07
Resolve the environment secret companyId context on first save (#11291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments give agent runs an execution target, and their env vars
can carry secrets, so writes need a company scope for secret bindings
> - `PATCH /environments/:id` resolves that scope from a query param,
existing bindings, or a single-membership actor — and fails closed
otherwise
> - A fresh environment has no bindings yet, so an admin whose
memberships cannot pin one company gets a 422 on the very first env var
save and can never create the first binding
> - #11200 made this reachable from the UI: it opened the envVars-only
edit on the managed sandbox row, but the UI never sends the company it
already knows
> - This pull request sends the page's selected company on environment
updates and adds a server fallback to the instance's only company
> - The benefit is that the first env var save works on fresh
environments, while multi-company ambiguity still fails closed

## Linked Issues or Issue Description

Refs #11200

**What happened?**

On a fresh platform-managed sandbox environment, the first "Save
environment variables" in the UI fails with HTTP 422: "Environment
secret management requires a companyId context during the
instance-scoped transition." The same failure hits any environment
update that touches `envVars` or `config` when the environment has no
secret bindings yet and the actor's memberships do not name exactly one
company (for example an instance admin provisioned without a membership
row, or a user in two companies).

**Expected behavior**

The save succeeds. The client tells the server which company scopes the
secret bindings, and on a single-company instance the server can resolve
the only possible scope by itself.

**Steps to reproduce**

1. Provision a platform-managed sandbox environment (managed-config
`environments` entry) so the row exists with no secret bindings.
2. Sign in as an instance admin whose memberships do not resolve to
exactly one company.
3. Open Environments, edit the managed row, add an env var, and save.
4. The PATCH returns 422 with the companyId-context error.

## What Changed

- `ui/src/api/environments.ts`: `environmentsApi.update` accepts an
optional `companyId` and sends it as the `companyId` query param the
server already reads. Renamed the `customImageCompanyQuery` helper to
`companyIdQuery` since it now serves plain updates and probes too.
- `ui/src/pages/CompanyEnvironments.tsx`: both the managed envVars-only
save and the general environment save pass `selectedCompanyId`.
- `server/src/routes/environments.ts`:
`resolveEnvironmentSecretContextCompanyId` falls back to the instance's
only company when exactly one exists, mirroring the existing fallback in
`resolveCustomImageCompanyId`. Multi-company instances still fail
closed.
- Tests: three new route tests (explicit query context for a
multi-company actor, single-company-instance fallback for a
membership-less admin, fail-closed regression on a multi-company
instance), and updated the SSH-probe and probe-ambiguity tests for the
new fallback.

## Verification

- `cd server && pnpm vitest run
src/__tests__/environment-routes.test.ts` — 78 pass.
- `cd ui && pnpm vitest run src/pages/CompanyEnvironments.test.tsx` — 22
pass.
- Full `server` and `ui` vitest suites and `tsc --noEmit` on both
packages pass locally.
- Manual: on a managed instance, edit the managed sandbox environment,
add an env var, save. Before: 422. After: the save persists and the
PATCH carries `?companyId=`.

## Risks

- Low risk. The explicit query param path already existed on the server;
the UI now uses it.
- Behavioral shift: on single-company instances, environment
secret-context resolution (including `POST /environments/:id/probe`) now
resolves the only company instead of returning no context. That lets
probes resolve secret-backed config where they previously returned a 422
asking for an explicit companyId. Multi-company instances keep the
fail-closed behavior, covered by a regression test.
- Self-hosted single-company instances gain the same first-save fix; no
schema or config changes.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic 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)
- [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
2026-08-12 11:32:15 -07:00
Nicky Leach f1931d0e14
test(server): fix flaky workspace-busy retry-row read race (#11293)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server heartbeat system records each agent run and its retry
state
> - A workspace-busy deferral cancels one run before it inserts the
scheduled retry row
> - The test helper can return after the cancel write and before the
retry-row insert
> - A direct read can then return no row and fail a valid retry
assertion
> - This pull request makes presence reads wait for the retry row
> - The benefit is stable test coverage without a production behavior
change

## Linked Issues or Issue Description

Refs: #10806

**What happened?**

The workspace-busy test read the retry row after the first deferral
write. The helper returned before the scheduled-retry insert completed.
The read then returned no row and failed the retry assertions.

**Expected behavior**

The test must wait until the scheduled-retry row exists before it checks
retry-row fields. The production write order must stay unchanged.

**Steps to reproduce**

1. Add a 300 ms delay between the deferral writes.
2. Run `server/src/__tests__/heartbeat-workspace-busy.test.ts`.
3. Observe failures at retry-row presence checks.
4. Add the bounded polling helper.
5. Run the test file again and observe that all presence checks pass.

**Paperclip version or commit**

Commit `d9b6e8a6e62b9b56919fc9c52d294e8ac569f70f`.

**Deployment mode**

Local test run from source.

## What Changed

- Add `waitForRetryRun`, which polls for the retry row with a 10 second
timeout and a 50 millisecond interval.
- Use the helper at every test site that reads a retry row after
deferral.
- Keep direct reads at absence assertions.
- Keep production code unchanged.

## Verification

- Injected a temporary 300 millisecond delay between the two production
writes and reproduced the five presence-site failures.
- Applied the helper with the delay and passed the test file 15 out of
15 times.
- Removed the temporary production delay.
- Ran the changed test file 25 consecutive times with 0 failures.
- Ran TypeScript checks for the changed test file with no errors.

## Risks

Low risk. This pull request changes test code only. The helper has a
bounded timeout. Production behavior and retry-row assertions remain
unchanged.

## Model Used

OpenAI Codex, GPT-5, reasoning mode, tool use, and code execution. The
runtime does 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>
2026-08-12 11:29:51 -07:00
Devin Foley 2c53437fc9
fix(server): authenticate cloud-proxied browsers on the live-events websocket (#11290)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The UI receives live run/issue events over a websocket at
`/api/companies/:id/events/ws`; the server authorizes upgrades with a
bearer token or a Better Auth session
> - On a cloud-managed deployment, browsers authenticate through trusted
`x-paperclip-cloud-*` headers injected by the managing front door — they
never hold a local Better Auth session, and the Express middleware lane
that understands those headers is not consulted for websocket upgrades
> - Every browser websocket upgrade behind the front door therefore
resolves no identity and is rejected 403: the live-events socket has
never connected on a managed instance, leaving permanent reconnect churn
and console failure noise while the UI silently degrades to polling
> - This pull request adds a cloud-actor lane to the upgrade
authorization, reusing the same trusted-header resolver the HTTP
middleware uses
> - The benefit is working realtime updates on managed instances, an end
to the reconnect churn, and unchanged self-hosted behavior

## Linked Issues or Issue Description

No existing issue. Description follows the bug template:

**What happened?**

On a cloud-managed instance, the browser console shows `WebSocket
connection to 'wss://…/api/companies/<id>/events/ws' failed:` repeating
indefinitely for every company, on a healthy instance. The server
rejects each upgrade with 403 because `authorizeUpgrade` in
`server/src/realtime/live-events-ws.ts` only knows bearer tokens and
Better Auth sessions, while cloud-proxied browsers authenticate via
`x-paperclip-cloud-*` trusted headers (handled only by the Express
`actorMiddleware` lane in `server/src/middleware/auth.ts`).

**Expected behavior**

A browser that authenticates through the trusted cloud headers can open
the live-events websocket for any company in its membership scope,
exactly as it can call the HTTP API for those companies.

**Steps to reproduce**

1. Run Paperclip in `authenticated` mode behind a proxy that injects the
`x-paperclip-cloud-*` headers with a valid
`PAPERCLIP_CLOUD_TENANT_SERVER_TOKEN`.
2. Load any company page in a browser (no local Better Auth session).
3. HTTP API calls succeed; every `/events/ws` upgrade is rejected 403
and the UI retries forever.

## What Changed

- `server/src/middleware/auth.ts`: `resolveCloudTenantActor` now accepts
a minimal `CloudActorHeaderSource` (`header(name)`) instead of an
Express `Request` — `Request` satisfies it unchanged — plus
`cloudActorHeaderSourceFromHeaders` to adapt raw
`IncomingMessage.headers`.
- `server/src/realtime/live-events-ws.ts`: `authorizeUpgrade` gains an
injected `resolveCloudActor` lane, tried before the Better Auth session
fallback in `authenticated` mode. A resolved cloud actor is
authoritative: the upgrade is authorized only for a company in the
actor's membership scope (`companyIds`, the same scope the HTTP lane
grants). Absent/unresolvable cloud headers fall through to the session
path.
- `server/src/index.ts`: wires `resolveCloudActor` through
`resolveCloudTenantActor` + the header shim. The resolver self-gates:
without `PAPERCLIP_CLOUD_TENANT_SERVER_TOKEN` and a matching trust token
it returns null, so self-hosted deployments never take this path.
- Tests: upgrade authorized for an in-scope company (session resolver
not consulted), rejected for an out-of-scope company, fall-through to
session auth when no cloud actor resolves; header-shim resolution from a
raw lowercased header map including `string[]` values.

## Verification

- `pnpm vitest run server/src/__tests__/live-events-ws.test.ts
server/src/middleware/cloud-tenant-actor.test.ts` — 25 tests pass.
- `pnpm typecheck` in `server/` — clean.
- Not verified live end-to-end: that requires a managed instance running
this build; the direct probe evidence (HTTP authenticated fine, every WS
upgrade 403) matches the code path exactly.

## Risks

Low risk. The new lane only activates when the deployment configures the
cloud trust token and the request presents it; both checks already
protect the HTTP lane. Authorization scope is the same `companyIds` set
the HTTP middleware computes (primary stack company plus the user's real
membership rows). The cloud resolver's user/company materialization
writes are debounced (existing behavior shared with the HTTP lane), so
websocket reconnect storms do not amplify database writes. Self-hosted
instances see no behavioral change, covered by the fall-through test.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with extended thinking and tool use (code search, edit, test
execution; diagnosis included live websocket handshake probes against a
managed instance).

## 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
2026-08-12 11:22:50 -07:00
Nicky Leach 6a5b293240
test(server): fix onboarding first-task teardown foreign-key race (#11284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server coordinates issue work and heartbeat runs.
> - The onboarding first-task route sends an assignment wake in the
background.
> - The route test removes related database rows during teardown.
> - A late heartbeat run can keep foreign-key child rows alive during
teardown.
> - This pull request drains the wake and deletes run rows in
foreign-key order.
> - The benefit is a stable test that keeps the onboarding behavior
unchanged.

## Linked Issues or Issue Description

**What happened?**

The onboarding first-task route sent a background assignment wake. The
test teardown removed parent rows before the wake-created heartbeat rows
finished.

**Expected behavior**

The test teardown should wait for the background wake and remove
heartbeat rows before it removes their parent rows.

**Steps to reproduce**

1. Run the onboarding first-task route test.
2. Repeat the test many times.
3. Observe an intermittent foreign-key error during teardown.

**Paperclip version or commit**

Commit `c30fe965920eeb7e7fb88e17574a65bed8fc01a4`.

**Deployment mode**

Local dev (pnpm dev).

**Installation method**

Built from source (pnpm dev / pnpm build).

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Database mode**

Embedded PGlite (default — DATABASE_URL unset).

## What Changed

- Stub the server adapter in the route test so the dispatched run
finishes at once.
- Drain heartbeat runs to quiescence before teardown.
- Delete heartbeat runs and child rows before their parent rows.
- Delete runtime state and company skill rows in foreign-key order.
- Keep the route behavior and all three test assertions unchanged.

## Verification

- Run `pnpm exec vitest run
src/__tests__/issue-onboarding-first-task-routes.test.ts` from the
`server` package.
- The author ran the suite 25 times with 25 passes.
- The suite reproduced the teardown foreign-key error before this
change.

## Risks

Low risk. This change affects one test file and does not change product
code or route behavior.

## Model Used

OpenAI GPT-5. The model used tool calls and code review assistance. The
exact context window and reasoning mode were not exposed in this run.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 10:42:58 -07:00
Nicky Leach f9bd0438e1
fix(server): stop terminal workspace reaper starving on oldest candidates (#11238)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server runs a scheduled reaper that archives terminal workspaces
after it checks their state.
> - The reaper reads candidates in `updatedAt` order and skips
candidates that do not qualify for archive.
> - The fixed page kept the same skipped candidates at the front, so the
reaper did not inspect later eligible workspaces.
> - This pull request adds a keyset cursor and a throttled log for
sweeps that archive no workspace.
> - The benefit is that the reaper inspects all candidates over time and
reports an inert sweep.

## Linked Issues or Issue Description

**What happened?**

The terminal workspace reaper inspected a fixed page of old candidates.
Ineligible candidates stayed in that page, so the reaper skipped later
eligible workspaces on every sweep.

**Expected behavior**

The reaper must inspect each candidate over time and archive every
eligible terminal workspace.

**Steps to reproduce**

1. Create more than 50 terminal workspace candidates.
2. Keep the oldest page ineligible for archive.
3. Place an eligible workspace after that page.
4. Run repeated reaper sweeps.
5. Observe that the later eligible workspace remains unarchived.

**Paperclip version or commit**

Commit `3efdf555e6e14a46747c796c3c554438bfc03261`.

**Deployment mode**

Built from source with the server test suite.

**Installation method**

Built from source.

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Database mode**

Not database-related.

## What Changed

- Add a keyset cursor that uses `(updatedAt, id)` order across reaper
pages.
- Reset the cursor at the end of the candidate set so the next sweep
starts at the beginning.
- Add a throttled log when a sweep inspects candidates but archives
none.
- Add regression tests for archive delivery and starvation.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts` — 45 tests pass.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/server-startup-feedback-export.test.ts` — 16 tests pass.
- `pnpm --filter @paperclipai/server typecheck` — clean.

## Risks

Low risk. The change affects only candidate paging and the related
reaper log. The cursor resets after the candidate set, so the sweep
remains periodic.

## Model Used

Codex, OpenAI GPT-5, extended 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 (no exact duplicate found; related scheduler PR #10911 is
distinct)
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
documentation applies; this is an internal reaper behavior change)
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 10:21:00 -07:00
Nicky Leach e5a7fd7038
Add sandbox device-login for the Codex adapter (#11237)
## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Agent adapters connect Paperclip to tools such as the Codex command
line tool.
> - A sandboxed Codex agent may start without a credential.
> - The operator needs a safe sign-in flow that does not expose
credentials to the shared package or the sandbox.
> - This pull request adds a company-scoped device-login flow with a
temporary Daytona sandbox.
> - The flow promotes the credential only after readiness checks pass
and removes the temporary sandbox after use.
> - The result lets an operator sign in to a sandboxed Codex agent from
the agent form.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting (multiple of the above)

**Problem or motivation**

A Codex adapter that runs in a sandbox cannot authenticate when the
company has no pre-provisioned Codex credential.

**Proposed solution**

Add a company-scoped device-login session. Start a temporary sandbox,
run `codex login --device-auth`, stream the code and URL, verify
readiness, promote the credential, and delete the sandbox.

**Alternatives considered**

Pre-provisioning a credential does not support first-time sandbox login.
Keeping the credential in the login sandbox does not provide a durable
company credential.

**Roadmap alignment**

This supports the roadmap item for cloud and sandbox agents.

**Additional context**

The flow uses a five-minute cleanup reaper, compare-and-set status
changes, and a PostgreSQL advisory lock to protect promotion and
cleanup.

## What Changed

- Add the adapter login-session contract, database table, and migration.
- Add company-scoped server routes and a service for sandbox device
login.
- Add credential promotion, readiness checks, and cleanup after login.
- Add restart-safe cleanup for abandoned login sandboxes.
- Add sandbox login controls to the agent creation and edit forms.
- Keep device-login and vendor identifiers out of public shared and
adapter UI symbols.

## Verification

- `pnpm --filter @paperclipai/adapter-codex-local exec vitest run`
passed with 310 tests at the submitted commit.
- The server login route, service, and reaper tests passed with 45 tests
at the submitted commit.
- The agent form render tests passed with 26 tests at the submitted
commit.
- The public-symbol leak check passed at the submitted commit.
- A live Daytona sign-in flow still requires confirmation by a user with
a live sandbox.

## Risks

The migration adds a new company-scoped table. A promotion or cleanup
race could remove a credential or leave a sandbox active, so the service
uses claims, compare-and-set transitions, and an advisory lock. The live
Daytona flow needs operator confirmation because local tests do not
provide a real browser sign-in.

## Model Used

OpenAI Codex, GPT-5, tool use and code execution, extended reasoning.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 08:58:25 -07:00
Devin Foley d5bb396518
fix: pass sandbox provider credential env vars to plugin workers; hide Local default under managed-sandbox-only (#11244)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments give each agent run an execution target, and sandbox
providers (Daytona, E2B, Novita, exe.dev) run as plugin workers
> - A managed deployment provisions one platform-managed sandbox row
with no credential in config; the provider is documented to fall back to
its process env var (for example `DAYTONA_API_KEY`)
> - Plugin workers spawn with a scrubbed environment, so that fallback
never sees the host env var — probe and lease acquisition fail with
"require an API key in config or DAYTONA_API_KEY" even when the
deployment sets the var
> - Separately, the managed-sandbox-only mode hides local rows from
every list, but the instance Default picker renders a hardcoded
synthetic "Local" option that no filter touches
> - This pull request forwards each bundled provider's documented
credential env var to its own plugin worker, and gates the synthetic
Local option on the flag
> - The benefit is that the documented host-env credential fallback
works for plugin-backed providers, and managed-sandbox-only instances no
longer offer Local anywhere

## Linked Issues or Issue Description

**Subsystem affected**

Plugin worker environment construction
(`server/src/services/plugin-loader.ts`) and the environments UI
(instance Default picker, agent form inherited-environment label).

**Problem or motivation**

Two follow-ups to the managed-sandbox-only mode (#11200), both found on
a live managed deployment:

1. The deployment sets `DAYTONA_API_KEY` as a server env var and the
managed sandbox row omits `config.apiKey` by contract. "Test Connection"
fails with `Sandbox environment probe failed for provider "daytona".
Daytona sandbox environments require an API key in config or
DAYTONA_API_KEY.` A real agent run fails the same way at lease
acquisition. The cause: sandbox providers run as plugin workers, and
`buildPluginWorkerEnv` passes only model-provider keys and in-cluster
Kubernetes vars. The provider's own documented credential env var never
reaches the worker, so the in-plugin `process.env` fallback reads
nothing. The self-hosted path has the same gap: the Daytona plugin
README documents `DAYTONA_API_KEY` as a host-level fallback, and it does
not work today.

2. With `enableManagedSandboxOnly` on, the instance Default environment
picker still shows "Local". The server filters local *rows* out of the
list, and the client filter mirrors that for cached lists, but this
option is a hardcoded `<option value="">Local</option>` — not a list row
— so no filter removes it. Selecting it writes a null default, which run
selection then rejects fail-closed.

**Proposed solution**

Forward each bundled sandbox provider's documented credential env var
into its plugin worker, keyed by the manifest's declared
`environmentDrivers[].driverKey` so a worker only receives its own
provider's credential (daytona → `DAYTONA_API_KEY`, e2b → `E2B_API_KEY`,
exe-dev → `EXE_API_KEY`, novita → `NOVITA_API_KEY`). Keep the existing
gate: only plugins that declare `environment.drivers.register` receive
any passthrough. In the UI, render the synthetic Local option only when
managed-sandbox-only is off; under the flag show a disabled "Select
environment" placeholder only while no default is stamped yet, and stop
the agent form's inherited label from reading "Local".

**Alternatives considered**

Adding `DAYTONA_API_KEY` to the existing `ADAPTER_ENV_PASSTHROUGH` list
was rejected: that list goes to every environment-driver plugin, so each
provider would receive every other provider's credential. A manifest
schema field for declared credential env vars was rejected as heavier
than needed: the bundled providers are known, and the mapping lives next
to the two existing passthrough lists.

## What Changed

- `server/src/services/plugin-loader.ts`: new
`SANDBOX_PROVIDER_CREDENTIAL_ENV_PASSTHROUGH` map (driverKey →
documented credential env vars). `buildPluginWorkerEnv` reads the
manifest's `environmentDrivers` and forwards only the matching vars,
after the existing `environment.drivers.register` gate. Blank values
stay excluded.
- `server/src/__tests__/plugin-database.test.ts`: the daytona worker
receives `DAYTONA_API_KEY` and not another provider's key; a plugin
whose drivers have no mapping (kubernetes) receives no credential var.
- `ui/src/pages/CompanyEnvironments.tsx`: the Default picker's synthetic
Local option renders only when managed-sandbox-only is off. Under the
flag, a disabled "Select environment" placeholder renders only while the
default is unset.
- `ui/src/pages/CompanyEnvironments.test.tsx`: the Local option is
present by default and absent under the flag; saved non-local
environments stay selectable.
- `ui/src/components/AgentConfigForm.tsx`: the inherited-environment
label falls back to "Managed sandbox" instead of "Local" under the flag.

## Verification

- `server`: `npx vitest run src/__tests__/plugin-database.test.ts -t
buildPluginWorkerEnv` — 5 passed (3 existing, 2 new).
- `ui`: `npx vitest run src/pages/CompanyEnvironments.test.tsx` — 22
passed (2 new); `npx vitest run
src/components/AgentConfigForm.render.test.tsx` — 10 passed.
- `tsc --noEmit` clean in `server` and `ui`.
- Live managed deployment: confirmed the tenant service env carries
`DAYTONA_API_KEY` while the probe fails with the exact message above,
which pins the root cause to the worker env, not delivery.

## Risks

- The worker env grows by exactly one var per matching bundled provider,
only when the deployment sets it and only for plugins that declare a
matching environment driver. Plugins without a mapping see no change.
- Self-hosted behavioral shift is the fix itself: a host-level
`DAYTONA_API_KEY` (or E2B/EXE/NOVITA equivalent) now reaches the
provider as its README documents. Deployments that set the var but
expected it to stay inert had no working configuration to preserve — the
provider errored on every keyless probe and run.
- UI change is inert unless `enableManagedSandboxOnly` is on (default
false everywhere).

## Model Used

Claude Fable 5 (`claude-fable-5`) via Claude Code — extended thinking,
tool use, parallel read-only subagents for the two root-cause traces.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 19:10:45 -07:00
Devin Foley 0a95ada1be
feat(server): chunked import preview endpoint and resumable upload in the Import page and CLI (#11224)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The previous pull request added server-side chunked resumable import
transfers; without clients, large imports still ride the single fragile
upload
> - The Import page and the CLI need to slice large packages, upload
parts with retry and progress, resume after interruptions, and preview
before applying
> - Preview is the missing server piece: the browser flow is
preview-then-import, so a completed spool must be previewable without
re-uploading
> - This pull request adds the transfer preview endpoint, switches the
Import page to the chunked path for zips over 48 MB, and teaches the CLI
the same for oversized local imports
> - The benefit is that large imports get progress, per-part retry, and
resume in both clients, while small imports keep the exact single-shot
path they have today

## Linked Issues or Issue Description

**What happened?**

With only the server transfer routes in place, users still upload large
company packages as one request from the Import page and the CLI: no
progress indication, no retry below the whole file, and no resume after
a dropped connection or refresh. The preview-then-import flow also
cannot run against an uploaded transfer, forcing a second full upload.

**Expected behavior**

A large package uploads once as verified parts with visible progress;
preview and import both run against the uploaded spool; an interrupted
upload resumes with only the missing parts re-sent; packages at or below
48 MB behave exactly as before.

**Steps to reproduce**

1. Select a 500 MB zip on the Import page over an unreliable connection.
2. Watch the single upload fail near the end and restart from zero,
twice — once for preview, once for import.
3. Same story headless via the CLI.

## What Changed

- Server: `POST /import/transfers/:id/preview` runs the existing preview
logic against the completed spool (shared assembly + whole-file
verification helper with apply); preview neither completes the run nor
deletes the spool, so the subsequent apply reuses it. Missing parts
respond with the missing list.
- UI: zips over 48 MB take the chunked path in both preview and import —
the file is sliced into 32 MB parts hashed with WebCrypto (single
ArrayBuffer, no second copy), the transfer is created or resumed (the
create response's missing-parts list drives what uploads), parts upload
sequentially with three attempts each and visible progress, then
transfer preview/apply replace the multipart calls. The existing preview
pane, collision handling, adapter overrides, and async job polling are
unchanged; ≤ 48 MB keeps the single-shot path.
- CLI: oversized local `.zip` or folder imports zip/slice/hash with node
crypto, upload with resume and per-part retry and progress lines, and
use transfer preview/apply. Small packages keep the inline path
byte-identical.
- Failure honesty: adapters/API errors fail open to existing behavior; a
part failing all attempts surfaces a durable error panel with resume
intact.

## Verification

- Server: preview-then-apply on one spool (run stays open, spool intact,
then apply completes), preview with missing parts rejected — added to
the transfer route suite (embedded Postgres).
- UI suite: large file takes the chunked path (manifest shape, part
uploads, progress, apply on a resumed transfer, single-shot endpoints
never called), small file stays single-shot, part failure after three
attempts surfaces the error panel without running preview, resume
re-uploads only the missing part.
- CLI: manifest slicing/hashing, threshold behavior for zip and folder
sources, folder-zip round-trip through the real zip reader, upload
resume/retry/exhaustion/already-completed, full-command chunked and
small-zip inline flows.
- Server, ui, cli typechecks clean. Exact counts in the PR checks.

## Risks

- The 48 MB threshold only routes between two verified paths; behavior
below it is untouched.
- Chunked CLI imports use the board-scoped transfer routes, so oversized
CLI imports need board credentials (agent tokens keep the agent-safe
small-file path). No privilege change — board actors already had the
generic routes — but the two size regimes differ semantically; called
out for review.
- A CLI dry-run over the threshold uploads parts before previewing; the
spool persists (24 h sweep) and a later apply resumes without re-upload
— inherent to preview-against-spool.

Stacked on #11223 — merge that first; this PR then shows only the
preview endpoint and client changes.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
verification).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 16:06:37 -07:00
Devin Foley 23a1b025c2
feat(server): chunked resumable company import transfers (#11223)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import moves large packages into an instance, and since the
upload cap rose to 1 GB, the transport is the weak point: one HTTP
request, buffered fully in memory, with no resume
> - A dropped connection at 90% of an 800 MB upload starts the whole
transfer over, and a server restart loses all progress
> - This pull request adds the server side of chunked resumable import
transfers: a durable run ledger and routes that accept the same import
zip as verified ~32 MB parts spooled to disk
> - An interrupted transfer resumes from the parts already uploaded —
across dropped connections, page refreshes, and server restarts — and
peak upload memory drops from the whole package to one part
> - The benefit is that large imports become reliable on real-world
connections instead of all-or-nothing

## Linked Issues or Issue Description

**What happened?**

Large company imports travel as a single HTTP upload. On a slow or flaky
connection, any interruption discards all progress and the upload
restarts from zero. The server buffers the entire compressed package in
memory during upload. A server restart mid-upload loses the transfer
entirely. With the upload cap now at 1 GB, these failure modes govern
exactly the imports the cap was raised for.

**Expected behavior**

A large import upload survives interruptions: already-transferred data
is kept and verified, only the missing remainder is re-sent, and the
server's memory use during upload is bounded by a part, not the package.

**Steps to reproduce**

1. Import a multi-hundred-MB company package over a connection that
drops mid-upload.
2. The upload fails; retrying starts from byte zero.
3. Repeat on an unstable connection and the import may never complete.

## What Changed

- New `company_transfer_runs` table (drizzle schema + migration) and
`companyTransferRunService`: one row per transfer with a content-derived
idempotency key, per-part completion recorded atomically and
idempotently, resume scoped to actor and direction, completed runs
short-circuiting retries of identical content.
- New transfer routes beside the existing import routes, same
authorization: declare a sliced zip (`POST /import/transfers` —
validates cap, 64 MB part ceiling, contiguity, size sums, sha256
format), upload parts (`PUT .../parts/:n` — raw body, hash-and-size
verified before an atomic write to a disk spool under the instance root;
re-uploads are no-op successes), poll resume state (`GET .../:id` —
missing parts recomputed from disk), and apply (`POST .../:id/apply` —
requires all parts, re-verifies the assembled zip against the whole-file
hash fail-closed, then feeds the existing import pipeline through
factored helpers rather than duplicated logic).
- Hourly sweep fails and cleans spools idle for 24 h; a swept transfer
honestly reports all parts missing on resume.
- Strict UUID gating on run ids before any filesystem path construction.
- The existing single-shot upload path is untouched; clients arrive in
the follow-up PR.

## Verification

- Transfer route suite (embedded Postgres): create/upload/status/apply
round-trip with a real imported company, out-of-order parts, wrong-hash
part rejected and unrecorded, re-upload no-op, apply-with-missing-parts
rejection, resume after failure with prior progress intact,
assembled-hash mismatch failing closed with spool deletion, actor
scoping 404s, async-job apply, sweep followed by honest resume.
- Ledger suite (embedded Postgres): part idempotency, actor/direction
scoping, completed-run short-circuit, cancelled runs staying cancelled.
- Existing portability route suite unchanged and green; server + db
typechecks clean. Exact counts in the PR checks.

## Risks

- New routes are additive; the existing import path is untouched. The
transfer routes carry the same board authorization as the import routes
they sit beside.
- Disk spool: bounded by the existing upload cap per transfer, cleaned
on success, failure, hash mismatch, and by the 24 h sweep. Spool paths
are strict-UUID-gated.
- The apply step still materializes the assembled zip in memory once
(same profile as today's single-shot import at apply time); upload-time
memory drops to one part.
- Known limitation, deliberate: transfers are keyed on content alone, so
identical package content cannot be imported twice without re-exporting
(surfaced explicitly to the caller). Acceptable for v1; noted for
review.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
verification).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 15:25:07 -07:00
Dotta 2494a2a0fe
perf: add repeatable issue-detail baseline rig (#10409)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The issue detail page is a core operator surface where perceived
latency directly affects task navigation
> - Performance work needs repeatable evidence so later optimizations
can be compared against the same scenarios
> - The page did not expose stable user-timing marks for its header or
first useful content
> - There was also no isolated seeded browser rig that measured warm
navigation, cold deep links, waterfalls, or server time
> - This pull request adds the instrumentation and a one-command
Playwright baseline harness
> - The benefit is that issue-page performance changes can be validated
with reproducible median measurements instead of anecdotes

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: `ui/`, `server/`, and browser performance tooling.

**Problem or motivation**

The issue detail page performs a large client bootstrap and request
fan-out, but the repository lacks stable user-timing boundaries and a
repeatable benchmark. That makes performance changes difficult to
compare and allows regressions to be judged from anecdotes instead of
consistent evidence.

**Proposed solution**

Add stable header/content paint measures, development/QA-only lifecycle
vital reporting, aggregate server timing for the issue endpoint, and a
seeded Playwright command that runs warm/cold scenarios under throttled
and unthrottled profiles with N≥5 median reporting.

**Alternatives considered**

Ad hoc DevTools recordings were rejected because they are not repeatable
or reviewable. Production telemetry was rejected because this baseline
should not change production data collection. A unit-only harness was
rejected because it cannot capture browser bootstrap, rendering, and
network waterfall costs.

**Roadmap alignment**

The roadmap calls for agent performance to be measurable over time. This
change applies that evidence-first principle to a core operator page and
does not duplicate a listed roadmap deliverable.

**Additional context**

The generated report includes warm and cold medians, TTFB/FCP/LCP where
applicable, request and byte totals before first useful content,
JavaScript bytes, and issue endpoint server timing.

## What Changed

- Added `issue-detail:navigate→header-paint` and
`issue-detail:navigate→content-paint` user-timing measures to the issue
detail page.
- Added development/QA-only TTFB, LCP, and INP console reporting without
production telemetry delivery.
- Added `Server-Timing` for `GET /api/issues/:id`.
- Added `pnpm exec playwright test --config
tests/perf/issue-detail/playwright.config.ts`, which seeds an isolated
instance and runs N≥5 warm/cold samples under unthrottled and Fast 4G/4x
CPU profiles.
- Added Markdown, raw JSON, and Chrome-trace outputs with median
baseline tables and waterfall data.

## Verification

- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm check:token-gates`
- `npx playwright test --config
tests/perf/issue-detail/playwright.config.ts --list`
- `pnpm exec playwright test --config
tests/perf/issue-detail/playwright.config.ts` — passed 20 samples in 9.4
minutes (5 runs × 2 scenarios × 2 profiles) for the baseline;
post-review integrity reruns also exercised the corrected paths, while
this shared runner intermittently killed Chromium processes, so the rig
now performs one bounded browser-crash retry per sample.
- Baseline medians: warm unthrottled 278/447 ms header/content; cold
unthrottled 646/646 ms; warm throttled 1240/2060 ms; cold throttled
3932/3933 ms.

## Risks

- Low product risk: the new browser measurements are development/QA
tooling and the UI timing work does not change visible layout.
- `Server-Timing` exposes only aggregate handler duration, not query
contents or private identifiers.
- Native INP reporting uses supported browser event timing entries and
silently no-ops where unsupported.

> 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-5.4, tool-assisted coding and browser execution with
reasoning enabled; context-window size is not exposed in this
environment.

## 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: Dev Agent <dev@paperclip.ing>
2026-08-11 15:18:29 -04:00
Devin Foley 0044fa8904
Let tenants edit env vars on managed sandbox environments; add managed-sandbox-only mode (#11200)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments give each agent run an execution target: the local
host, SSH, or a sandbox provider
> - A managed deployment can provision one platform-managed sandbox
environment through the `PAPERCLIP_MANAGED_CONFIG` `environments`
section
> - That row is fully locked today. A tenant cannot add environment
variables for their agents. There is also no way to hide local execution
— run selection falls back to the local row
> - A platform that manages the sandbox for its tenants needs both: the
tenant adds env vars (and nothing else), and local execution is neither
visible nor reachable
> - This pull request opens exactly one tenant edit (env vars) on the
managed sandbox row, and adds an `enableManagedSandboxOnly` mode that
hides local and makes run selection fail closed
> - The benefit is a complete managed-sandbox experience with no change
for self-hosted instances

## Linked Issues or Issue Description

**Subsystem affected**

Environments (managed sandbox provisioning, environment routes, run
environment selection) and the environments UI.

**Problem or motivation**

Platform-provisioned sandbox environments
(`metadata.managedByPaperclip`) reject every write on cloud-managed
instances. Agents often need environment variables inside their sandbox.
The tenant has no way to set them on the managed row. Separately, an
operator cannot remove local execution: the environment list always
shows the local row, and run selection falls back to it when no default
is set.

**Proposed solution**

Allow an envVars-only PATCH on the managed sandbox row, and echo those
env vars back for editing. Add a managed-tier feature
(`enableManagedSandboxOnly`) that hides the local environment from all
read surfaces and redirects local-landing run selection to the managed
sandbox environment, failing closed when it is unavailable.

**Alternatives considered**

UI-only hiding of the local row. This was rejected: it does not stop a
run from resolving to local, so it is presentation without enforcement.
Full unlock of the managed row was also rejected: name, driver, and
config stay platform-owned so boot reconciliation cannot fight tenant
edits.

## What Changed

- `server/src/routes/environments.ts`: the platform-provisioned write
floor admits an envVars-only PATCH on the generalized managed sandbox
row (sandbox driver, `managedByPaperclip`, not legacy kubernetes-marker
rows). Name, driver, config, status, metadata, and DELETE stay rejected.
The read floor stops blanking env vars on that row; credential-shaped
config keys stay redacted for every actor. Legacy kubernetes-marker rows
keep the full floor.
- Same file: under `enableManagedSandboxOnly`, the environments list and
the by-id read omit the local row for every actor, including instance
admins.
- `server/src/services/execution-workspace-policy.ts`:
`resolveExecutionWorkspaceEnvironmentId` gains the managed-sandbox-only
inputs. A selection that lands on the local environment is redirected to
the managed sandbox environment. With no active managed row it throws
`ManagedSandboxUnavailableError` — never local. Non-local selections
(ssh, user-created sandboxes) are untouched.
- `server/src/services/heartbeat.ts`: the run path reads the flag, looks
up the managed row (`findManagedSandboxEnvironment`, new read-only
finder in `environments.ts`), and passes both to the resolver. Mirrors
the forced-kubernetes precedent, which keeps precedence when both
regimes are on.
- `server/src/services/managed-environments.ts`: after a successful
reconcile, the instance default environment moves to the managed sandbox
row when the current default is unset, local, or dangling. A
tenant-chosen custom environment is never overridden.
- `packages/shared`: new `enableManagedSandboxOnly` key (schema default
false, catalog tier `managed`, cloudDefault false, selfHostedDefault
false) and the matching interface field.
- UI: managed rows show a "Managed by Paperclip" lock badge; editing one
opens a dedicated env-vars-only editor that sends the one PATCH shape
the server admits (the old full form failed with a 403 on save). New
`ui/src/lib/managed-sandbox-environment.ts` mirrors the local filter for
cached lists (applied in the project picker; the agent picker already
excluded local). The experimental settings page gains the toggle at its
alphabetical card position. `environmentsApi.update` now declares the
`envVars` field it already sent.
- Tests: environment route floor coverage (envVars-only accepted, mixed
bodies rejected, legacy rows still blanked and locked, local hidden and
404 under the flag, self-hosted unchanged), an embedded-postgres service
test pinning that boot reconciliation never touches tenant env vars,
resolver redirect/fail-closed cases, managed-environments
default-stamping cases, and UI lib/settings tests.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/environment-routes.test.ts
src/__tests__/environment-service.test.ts
src/__tests__/execution-workspace-policy.test.ts
src/services/managed-environments.test.ts` — all pass.
- `pnpm --filter @paperclipai/shared exec vitest run` — 425 pass
(catalog/schema default parity is pinned by an existing test).
- `pnpm --filter @paperclipai/ui exec tsc --noEmit` and the affected UI
suites (CompanyEnvironments, InstanceExperimentalSettings incl.
card-order test, new lib test) — all pass.
- Full workspace `pnpm test`: 3,414 passed. 17 files report failures on
this machine; the identical 17 fail on a clean `origin/master` worktree
in the same environment (git-worktree/skills/embedded-postgres
environment dependencies and plugin-SDK zero-test collections). One
additional file (`issue-monitor-scheduler.test.ts`) failed one
timing-sensitive test in one of two full-suite runs and passes 7/7 in
isolation on this branch — a flake in a domain this diff does not touch.
The branch introduces no new failures.
- Self-hosted zero-delta: every new behavior is gated on the
cloud-managed instance check or the new flag, which defaults to false in
schema and catalog; pinned by the "does not floor platform-marked rows
on self-hosted instances" and flag-off tests.

## Risks

- Behavior is opt-in twice over: the write-floor exception applies only
to rows the managed-config provisioner stamps, and the hiding/forcing
applies only when `enableManagedSandboxOnly` is on (default false
everywhere). Self-hosted instances see no change.
- The env-vars echo is scoped to the generalized managed sandbox row;
legacy kubernetes-marker rows keep the blanket floor because
pre-generalization builds may have written platform values there.
- Fail-closed run selection means a managed instance with the flag on
and an archived managed row (provider plugin down) refuses runs with a
precise error instead of running locally. That is the intended posture.

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use
via Claude Code CLI.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 11:40:57 -07:00
Dotta b847e8b6f6
perf(server): reduce issue detail request overhead (#10414)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent work
> - Opening an issue fans out into several authenticated issue-detail
reads, so repeated work on that path directly affects perceived latency
> - Those reads repeated issue and authorization lookups, returned full
private JSON even when unchanged, and performed non-critical bookkeeping
writes on the request path
> - Interaction reads also performed lifecycle writes even though `GET`
must be read-only
> - This pull request adds request-scoped reuse, private conditional
responses, read-only interaction access, and bounded write debouncing
without crossing actor, request, or company boundaries
> - The result is less database, serialization, logging, and
response-body work while preserving authorization and interaction
lifecycle invariants

## Linked Issues or Issue Description

This is the server-only latency phase. Related work is tracked
separately in #10415 (aggregate view), #10416 (warm navigation, merged
into the base), and #10463 (bundle split). This pull request
intentionally excludes those scopes.

**What happened?**

Opening an issue detail view caused avoidable server costs: repeated
issue and authorization reads within one request, full private JSON
responses when a representation was unchanged, writes during
interaction-list reads, production debug transport setup, and immediate
bookkeeping writes for cloud tenant activity and board-key usage.

**Expected behavior**

All successful JSON `GET /api/issues/:id/*` responses should support
strong private ETags and `304 Not Modified`. Repeated work may be reused
only within the current request. `GET /interactions` must not modify
stored interactions. Non-critical activity timestamps may be debounced
without weakening authentication or stale instance-admin cleanup.

**Steps to reproduce**

1. Start Paperclip in local development or self-hosted server mode.
2. Open one issue and request its detail subresources with the same
authenticated actor.
3. Repeat a successful JSON request with its `ETag` in `If-None-Match`.
4. Observe `304 Not Modified`, no interaction writes from `GET
/interactions`, and unchanged authorization boundaries.

**Deployment mode / installation**

- Local development or self-hosted server
- Built from source
- Core server behavior; not adapter-specific

## What Changed

- Added strong ETags and `Cache-Control: private, must-revalidate` to
successful JSON reads under `/api/issues/:id/*`, including
standards-compliant `If-None-Match` handling.
- Added request-scoped promise memoization for issue and authorization
lookups; no authorization result survives the request.
- Made `GET /interactions` read-only, moved supersession and
terminal-state handling to mutation paths, and prevented plugin callers
from accepting or rejecting interactions after an issue closes.
- Removed the production debug-file logger transport while preserving
development formatting.
- Debounced cloud-tenant activity and board-key `lastUsedAt`
persistence, while keeping stale instance-admin deletion unconditional
and authentication checks per request.
- Added focused tests for ETags, request isolation, authorization
lifecycle behavior, interaction invariants, logger configuration, and
retry-safe debounce behavior.

## Verification

- `pnpm exec vitest run server/src/__tests__/private-json-etag.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts` — 2 files,
23 tests passed.
- Focused Vitest run covering request memoization, authorization,
interactions, plugin orchestration, logger, cloud tenant, board auth,
and issue services — 9 files, 264 tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check origin/master...HEAD` — passed.
- Scope guardrails: 21 changed files under `server/src`; no lockfile,
workflow, migration, UI, aggregate-view, or bundle-split changes.

## Risks

- Strong ETags hash each successful serialized JSON response. This adds
a small CPU cost but avoids transferring unchanged bodies.
- Debounced bookkeeping timestamps can lag by the bounded debounce
interval. They are non-critical usage metadata; authentication still
runs per request, and stale instance-admin deletion remains
unconditional.
- Legacy pending interactions on terminal issues are projected as
expired by reads and are finalized only by mutation paths. The stored
record remains unchanged on `GET` by design.
- No database schema or migration changes are included.

> This is a focused performance correction and does not duplicate a
planned core feature in `ROADMAP.md`.

## Model Used

OpenAI Codex using `gpt-5.3-codex` for the initial implementation and
`gpt-5.6-sol` for isolation, verification, and PR preparation, with
reasoning, repository tool use, code execution, and GitHub CLI access.
The runtimes did not expose authoritative context-window sizes.

## 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: Dev Agent <dev@paperclip.ing>
2026-08-11 14:39:23 -04:00
Dotta 3e1ea39ff3
fix(inbox): honor saved policy for explicit targets (#11221)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - Each user can let agents tidy that user's Mine inbox
> - The profile control saves either an open policy or an agent
allowlist
> - Explicit inbox archive requests checked only the separate
`inbox:manage` grant
> - This made the saved profile control ineffective for explicit user
targets
> - This pull request makes authorization honor the target user's saved
policy
> - The benefit is that the UI control and the API now enforce the same
user choice

## Linked Issues or Issue Description

**What happened?**

An agent received `403 inbox_cross_user_grant_required` when it archived
an issue with an explicit `userId`. The denial occurred even when that
user had enabled inbox management for the agent in Profile Settings. The
authorization service checked only `principal_permission_grants` for
explicit targets and ignored the saved user inbox policy.

**Expected behavior**

An explicit target is allowed when the target user saved an `open`
policy or an allowlist that contains the agent. An unsaved default-open
policy must remain limited to the responsible-user path. A scoped
`inbox:manage` grant must remain an administrative override.

**Steps to reproduce**

1. Save an inbox-agent allowlist for a user.
2. Include the acting agent in that allowlist.
3. Call `POST /api/issues/{issueId}/inbox-archive` with that user's
explicit `userId`.
4. Observe the incorrect `403 inbox_cross_user_grant_required` response
on the previous implementation.

**Paperclip version or commit**

Reproduced on `7ea2068ef8`.

**Deployment mode**

Self-hosted server.

**Installation method**

Built from source with pnpm.

**Agent adapter(s) involved**

Not adapter-specific. This is a core authorization bug.

**Database mode**

External Postgres in production. The regression tests use embedded
PostgreSQL.

**Access context**

Agent bearer authentication.

Related foundations: #9658 and #9724.

## What Changed

- Read the target user's saved inbox-agent policy before the
explicit-target decision.
- Allow saved `open` policies and matching allowlists for explicit
targets.
- Keep unsaved implicit-open policies responsible-user-only.
- Keep scoped `inbox:manage` grants as administrative overrides.
- Add service and route regressions for allow, deny, archive, unarchive,
and audit metadata.
- Update the implementation contract and agent-facing inbox API
guidance.

## Verification

- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/inbox-archive-routes.test.ts` — 66 tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check origin/master...HEAD` — passed.

## Risks

- Low risk. The change is limited to explicit inbox targets with a saved
policy.
- A missing policy row still denies explicit cross-user access.
- A non-matching allowlist and a disabled policy still deny access
unless a scoped administrative grant applies.

> 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 runtime did not expose the exact
model build or context-window size. The agent used reasoning, repository
tools, code execution, and focused test execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-11 13:23:03 -04:00
Dotta 7ea2068ef8
fix(files): only highlight accessible workspace file links (#11090)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task comments can contain references to files in project and
execution workspaces.
> - Paperclip detected path-shaped inline code and showed it as an
actionable file chip.
> - The UI did not first confirm that the current board session could
open the file.
> - Missing, denied, ambiguous, remote, and unsupported files therefore
looked actionable and failed after a click.
> - This pull request adds an issue-scoped availability check and
promotes only confirmed files to chips.
> - The benefit is that the task thread shows a file action only when
that action can succeed.

## Linked Issues or Issue Description

**What happened?**

Task comments promoted path-shaped inline code to file chips before
Paperclip checked the file. A chip could point to a missing, denied,
ambiguous, remote, or non-previewable file. The action then failed after
the user selected it.

**Expected behavior**

Paperclip must show a file chip only after the server confirms that the
current board session can open the exact file reference. All other
path-shaped text must stay ordinary inline code.

**Steps to reproduce**

1. Add a task comment that contains inline code with a missing or
inaccessible workspace path.
2. Open the task thread as a board user.
3. Observe that the path looks like an actionable file chip.
4. Select the chip and observe that the file cannot open.

**Paperclip version or commit**

`19be4cf927` and earlier.

**Deployment mode**

Local dev and self-hosted server.

**Access context**

Board user.

## What Changed

- Added shared request, response, and validation contracts for batched
workspace-file availability checks.
- Added an issue-scoped server endpoint that resolves file references
with company, issue, workspace, and preview-access checks.
- Added bounded batch concurrency and tests for missing, denied,
ambiguous, remote, unsupported, and available files.
- Added an issue-scoped UI availability registry that deduplicates,
batches, caches, and invalidates file checks.
- Changed task-comment markdown rendering so only confirmed files get
chip styling and file-viewer behavior.
- Bound each chip to the exact workspace target that passed the
availability check.

## Verification

- `pnpm exec vitest run
packages/shared/src/workspace-file-resource.test.ts
server/src/__tests__/file-resources.test.ts
ui/src/components/MarkdownBody.test.tsx
ui/src/components/WorkspaceFileMarkdownBody.availability.test.tsx
ui/src/lib/remark-workspace-file-refs.test.ts
ui/src/lib/workspace-file-availability.test.ts` — 93 passed, 35 skipped.
- `pnpm check:token-gates` — clean.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — all server and UI groups passed. One unchanged CLI
test saw the run-injected static AWS credentials and expected only its
local `AWS_PROFILE`. The same test passed, 8 of 8, after removing only
`AWS_ACCESS_KEY_ID` and `AWS_SECRET_ACCESS_KEY` from its process
environment.

## Risks

- File chips now appear after an asynchronous availability check, so
path-shaped text can briefly render as inline code.
- Availability results use the existing 30-second file-resource cache
window. File-resource invalidation forces a new check.
- The endpoint limits each request to 100 references and the client
chunks larger sets.

> 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 service did not expose a more specific
model ID or context-window size. The agent used high-reasoning mode,
repository tools, command execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-11 12:11:45 -04:00
scotttong 815e49bb7c
feat: make chat-style tasks the default experience (#11101) 2026-08-11 09:06:21 -07:00
Dotta b58ce27a02
fix: isolate execution workspace summaries (#10790)
## 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>
2026-08-11 08:56:32 -04:00
Devin Foley 35aaaa0bd0
feat(server): preserve task timestamps and hierarchy through company import/export (#11193)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company export/import moves a whole company — agents, tasks,
comments — between instances as a portable bundle
> - The bundle never carried task timestamps or parent links: the export
writes neither, the importer lets database defaults stamp "now", and
sub-tasks arrive flattened
> - Boards sort by recency, so every imported task showing "created just
now" collapses the task list into import order, and the task hierarchy
the user built is gone
> - This pull request adds created/updated/started/completed/cancelled
timestamps and a parent link to the bundle (schema v7), preserves them
end to end on import, and keeps comment imports from clobbering a
preserved updated time
> - The benefit is that an imported company reads like the company the
user left: same recency order, same task tree

## Linked Issues or Issue Description

**What happened?**

After a company import, every task showed as created at import time.
Recency sorting collapsed to import order, and parent/child task nesting
disappeared. The user called out losing "the meaningful task hierarchy
and recency sorting". Cause: the export bundle has no fields for task
timestamps or parent links, the importer lets `defaultNow()` win on
insert, and the comment importer bumps every touched task's `updatedAt`
to now.

**Expected behavior**

An imported company preserves each task's
creation/update/start/completion times and its position in the task
tree, so sorting and nesting on the destination match the source.

**Steps to reproduce**

1. On a source instance, create tasks over several days, including
sub-tasks nested under parents.
2. Export the company and import it into another instance.
3. Every task shows the import moment as its creation/update time and
all tasks are top-level.

## What Changed

- Export writes
`createdAt`/`updatedAt`/`startedAt`/`completedAt`/`cancelledAt` (ISO,
only when set) and `parent: <taskSlug>` into each task's bundle
extension; a parent outside the export selection drops the edge with an
aggregate warning, mirroring the existing blocker-edge warning
(`server/src/services/company-portability.ts`).
- Bundle schema version 6 → 7. All new fields are optional: v5/v6
bundles import unchanged with a version-aware downlevel warning; bundles
newer than the board still fail closed.
- Manifest parsing validates the new timestamps like comment timestamps
(invalid → warn and ignore, never a hard failure); shared types and the
zod validator carry the new optional fields.
- Import resolves parent slugs to pre-generated destination ids, drops
self-references and cycles from tampered bundles with warnings, and
orders rows parents-first because the self-referencing FK is checked per
insert chunk.
- `importIssues` writes the preserved timestamps (falling back to insert
time when absent; `startedAt` stays null unless bundle-carried, per
#11191's semantics) and `parentId`.
- `addImportedComments` no longer blanket-bumps `updatedAt = now()`; it
takes `GREATEST(updated_at, newest imported comment createdAt)`, so a
preserved update time never regresses while unpreserved rows keep the
old behavior.

## Verification

- `pnpm vitest run server/src/__tests__/company-portability.test.ts
server/src/__tests__/company-portability-import-batching.test.ts
server/src/__tests__/productivity-review-service.test.ts` — 102 passed,
1 pre-existing opt-in benchmark skip. Includes: full round-trip with
exact timestamp equality and a 3-deep parent chain against embedded
Postgres; v6 back-compat (defaults + warning); forward-compat rejection
(v8); cycle/self-reference/invalid-timestamp tampered-bundle handling;
comment-bump preserve-awareness in both directions.
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
@paperclipai/shared typecheck` — clean.

## Risks

- **Rollout ordering**: a board on the previous build (max schema v6)
refuses bundles exported by this build (stamped v7) — the existing
newer-than-supported rejection, working as designed. Cross-instance
moves need the importing board upgraded first. Called out here so
operators aren't surprised during the transition window.
- Parent edges from tampered bundles are dropped with warnings rather
than failing the import; blocker relations already behave this way.
- Timestamps are data-only; no destination schema migration.

Stacked on #11191 (its commit is included here) — merge #11191 first;
this PR then shows only the v7 changes.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
verification).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 17:01:33 -07:00
Devin Foley d816eb8095
fix(server): keep imported tasks quiescent under the productivity review sweep (#11191)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import brings a full company package — agents, tasks,
routines — into an instance, with `pauseAutomations` promising a quiet
landing
> - The pause covers the imported entities, but the destination's own
productivity-review sweep does not know the difference between imported
rows and live work
> - The importer stamps every imported in-progress task with `startedAt
= now()`, so six hours later the sweep's long-active check fires on
every one of them and floods the board with review tasks and agent
wakeups
> - This pull request stops fabricating `startedAt` on import and makes
the sweep skip tasks whose assignee agent is paused
> - The benefit is that an import lands quietly: no surprise review-task
storm, and paused teams stay paused until the operator activates them

## Linked Issues or Issue Description

**What happened?**

After importing a company package with automations paused, a batch of
"productivity review" tasks appeared roughly six hours later — one for
every imported in-progress task — each with an owner-agent wakeup. The
user described it as jarring and wasteful. Cause: `importIssues`
fabricates `startedAt = now()` for imported in-progress rows, and
`reconcileProductivityReviews` considers any assigned in-progress task
without checking whether the assignee agent is paused, so its
long-active-duration evidence (6 h threshold) trips on the fabricated
timestamp.

**Expected behavior**

An import with paused automations must be quiescent: no destination
sweep should generate work from imported rows until the operator
unpauses the imported team. A paused agent must not accumulate review
tasks it cannot act on.

**Steps to reproduce**

1. Import a company package containing tasks with status `in_progress`
assigned to agents, with "pause automations" enabled.
2. Wait for the productivity-review reconcile (runs at startup and on
the heartbeat scheduler tick) more than six hours after the import.
3. Observe one new review task plus an owner wakeup per imported
in-progress task.

## What Changed

- `importIssues` no longer fabricates `startedAt` for imported
`in_progress` rows; it inserts null (`server/src/services/issues.ts`).
Audited every consumer of `issues.startedAt` — all are null-tolerant,
and normal checkout/status-transition paths set the value when work
really starts.
- `reconcileProductivityReviews` skips candidates whose assignee agent
is `paused`, counting them as skipped
(`server/src/services/productivity-review.ts`). This is a general rule,
not import-specific: a paused agent cannot act on a review.
- Tests: paused-assignee candidate with an old `startedAt` creates no
review, and creates one after unpausing; imported in-progress issue
lands with null `startedAt` (embedded-Postgres import test); the
pre-existing long-active regression test still passes.

## Verification

- `pnpm vitest run
server/src/__tests__/productivity-review-service.test.ts
server/src/__tests__/company-portability-import-batching.test.ts` — 20
passed, 1 pre-existing opt-in benchmark skip.
- `pnpm vitest run server/src/__tests__/company-portability.test.ts` —
78 passed.
- `pnpm --filter @paperclipai/server typecheck` — clean.

## Risks

- Behavior change beyond imports: tasks assigned to paused agents no
longer receive productivity reviews anywhere. This is intended — the
review would target an agent that cannot respond — and reviews resume on
the first reconcile after unpausing.
- Imported in-progress tasks now carry no `startedAt` until real work
starts on the destination. The one sweep that read the fabricated value
is the one this PR quiets; all other consumers fall back safely (audit
in the commit body).
- Low risk otherwise: no schema change, no API shape change.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
verification).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 17:00:32 -07:00
Devin Foley 5ca752dc81
fix(server): raise company import zip upload limit to 1 GB and make it operator-configurable (#11184)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import/export lets an operator move a full company package
between instances, with the Import page uploading the package as one
compressed `.zip`
> - The server caps that upload at 128 MB, and real company packages
with attachments now exceed it — imports fail at the preview step
> - The failure message tells the user to use the CLI folder import, but
that path posts inline JSON capped at 64 MB, so the advice is a dead end
for exactly these packages
> - This pull request raises the zip upload cap to a 1 GB default, makes
it operator-configurable through an environment variable, scales the
decompression-bomb guards from the cap in effect, and replaces the
misleading hint
> - The benefit is that large real-world company packages import
successfully, and operators with unusual needs can tune the cap without
a code change

## Linked Issues or Issue Description

**What happened?**

A company import fails at the preview step with `Preview failed: Import
package exceeds 134217728 bytes`. The package is a valid Paperclip
export. Its compressed size is larger than the 128 MB server cap (one
reported package is 257 MB). The error panel suggests the CLI folder
import, but that path sends the package as one inline JSON body capped
at 64 MB, so it also fails.

**Expected behavior**

A valid company package of realistic size imports successfully through
the Import page. If a package is too large, the error must state the
limit clearly and suggest a step that can work.

**Steps to reproduce**

1. Export a company with enough attachments to make the compressed
package larger than 128 MB.
2. Open the Import page and upload the `.zip`.
3. Click "Preview import".
4. The preview fails with `Import package exceeds 134217728 bytes`.

**Deployment mode**

Reported from a managed deployment; the limit applies to all deployment
modes.

## What Changed

- Raise `PORTABLE_ZIP_UPLOAD_LIMIT_BYTES` from 128 MB to a 1 GB default
(`server/src/http/body-limits.ts`).
- Add the `PAPERCLIP_IMPORT_ZIP_MAX_BYTES` environment override. Invalid
or non-positive values fall back to the default.
- Scale the zip decompression-bomb guard from the configured cap at the
import route: the aggregate inflated ceiling is 4x the cap. The
per-entry ceiling stays at 512 MB because V8's string length limit
applies to an entry regardless (`server/src/routes/companies.ts`,
`packages/shared/src/portability-zip.ts`).
- Report the 422 limit error in MB instead of raw bytes.
- Replace the "use the CLI folder import for very large packages" hint
on preview failure with advice that works: re-export the package without
large attachments (`ui/src/pages/CompanyImport.tsx`).
- Update the stale comment in `ui/src/lib/import-preflight.ts` that made
the same CLI claim.
- Add tests for the new default, the env override, and the
invalid-override fallback.

## Verification

- `pnpm vitest run server/src/__tests__/body-limits.test.ts
packages/shared/src/portability-zip.test.ts
server/src/__tests__/company-portability-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/company-portability-import-batching.test.ts` — all
pass.
- `pnpm vitest run ui/src/pages/CompanyImport.test.tsx` — passes,
including the updated failure-panel copy assertion.
- `pnpm typecheck` — clean across the workspace.
- Manual: upload a `.zip` larger than the configured cap; the preview
fails with `Import package exceeds the 1024 MB upload limit` and the new
hint. A package between 128 MB and 1 GB now previews and imports.

## Risks

- Peak per-import memory rises with the cap: the upload is buffered in
memory and unzipped in one pass. A 1 GB compressed package can use
several GB transiently. Imports are instance-admin actions, so the
exposure is a deliberate operator action, not anonymous traffic.
Operators on small hosts can lower the cap with
`PAPERCLIP_IMPORT_ZIP_MAX_BYTES`.
- The aggregate bomb guard moves from a fixed 512 MB to 4x the
configured cap. It still bounds expansion far below what a decompression
bomb needs.
- No migration and no API shape change. The 422 message text changes; no
code matches on the old text.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (file edits, local test runs, live-instance
inspection).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 12:47:03 -07:00
LeonSGP 6a4e2e1b8c
fix(routes): return 409 for routine checkout conflicts (#3790)
## Thinking Path

> - Paperclip orchestrates AI agents and relies on issue checkout as the
core task-claiming primitive
> - The issue checkout route is the HTTP boundary that translates
service and database outcomes into agent-usable API responses
> - Routine-linked issues are protected by the partial unique index
`issues_open_routine_execution_uq`, which covers only rows whose
`execution_run_id` is set
> - `svc.checkout` sets `execution_run_id`, so a concurrent claim moves
the row into that index and can raise a 23505 mid-request
> - Unhandled, that surfaces as a 500 and crashes the agent run instead
of being a recoverable conflict
> - Drizzle wraps driver failures in its own `Failed query: ...` error,
so the Postgres error carrying `code` and the constraint name is
reachable only through `cause`
> - This pull request translates that violation into a 409 at the
checkout route, detecting it through the cause chain the way
`isReviewPathRecoveryIdempotencyConflict` already does
> - The benefit is that agents handle routine execution contention
through the normal heartbeat conflict path instead of failing on an
internal server error

## Linked Issues or Issue Description

Fixes #3660

Related pull requests found while searching for duplicates:

- #3699 — an earlier attempt at this same route-level fix, closed
unmerged. Same shape, and its check has the flat-error bug described
under Verification.
- #3633 — related work on postgres.js `constraint_name` handling in
conflict detection.
- #5662 — covers the adoption path (`assertCheckoutOwner`) that this
pull request does not.

## What Changed

- Added `server/src/db-errors.ts` with `isUniqueViolation(error,
constraintName?)`, which walks the `cause` chain (depth-capped) and
accepts the postgres.js `constraint_name`, the node-postgres
`constraint`, or the driver message as evidence of SQLSTATE 23505.
- Wrapped `svc.checkout()` in `POST /issues/:id/checkout` with a narrow
try/catch that uses that helper to return **409 Conflict** for
`issues_open_routine_execution_uq`, and rethrows every other error
unchanged.
- Added `server/src/__tests__/db-errors.test.ts` covering the wrapped
and bare error shapes, both constraint field names, the message
fallback, non-matching constraints, non-unique-violation codes, and a
self-referential cause chain.

## Verification

- The new unit test includes the wrapped case `{ cause: { code: "23505",
constraint_name: ... } }` that a flat `error.code` check fails, so it is
a real regression guard rather than a restatement of the implementation.
- The wrapped shape is what this codebase observes in practice:
`server/src/__tests__/plugin-tenant-isolation.test.ts` asserts
`cause?.code === "23505"` against embedded Postgres,
`packages/db/src/pipelines-schema.test.ts` asserts that constraint
failures throw `Failed query`, and
`server/src/services/recovery/review-path-recovery.ts` walks the same
chain.
- CI (verify, e2e, policy) exercises this change against current master
through the pull request merge ref.
- Not verified locally: no monorepo install or typecheck was run in this
environment.

## Risks

- Low. One route gains a catch that matches a single constraint and
rethrows all other errors, so no unrelated failure can be swallowed.
- The 409 body `{ error: ... }` matches the other 409 responses this
route already returns.
- Scope limit: this covers the checkout route only. The adoption path
reached through `assertCheckoutOwner` (heartbeat, plugins, and pipelines
routes) can still surface the same violation as a 500; #5662 targets
that path.
- `isUniqueViolation` is new and intentionally generic. Existing flat
23505 checks elsewhere in the server are left untouched by this pull
request.

## Model Used

- Original change: OpenAI Codex, GPT-5-class tool-using coding agent in
the Codex CLI environment; exact backend model revision is not exposed
in that runtime.
- Follow-up revision (cause-chain detection plus tests): Anthropic
Claude Opus 5 (`claude-opus-5`), tool-using coding agent with extended
thinking 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)
- [ ] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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: Andrew Aymeloglu <aaymeloglu@gmail.com>
2026-08-09 20:20:09 -05:00