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30 Commits
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9aea3e3d35 |
[codex] Add resource membership controls (#6677)
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## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, projects, agents, and board-visible workflows. > - The board sidebar and project list are the daily navigation surface for that control plane. > - Users need to keep all projects and agents accessible while hiding resources they have intentionally left from their own sidebar. > - That requires user-scoped resource membership state backed by company-scoped API and database contracts. > - The branch also needed to preserve HTTP worktree login sessions and keep the project list easier to scan after membership grouping. > - This pull request adds resource membership controls, sidebar leave actions, grouped/sortable project listings, and focused tests. > - The benefit is a cleaner personal workspace view without weakening company-scoped access to the underlying project or agent detail pages. ## What Changed - Added `project_memberships` and `agent_memberships` tables with API/shared/server contracts for current-user join/leave state. - Renumbered the membership migration to `0090_resource_memberships` after rebasing onto current `master`, and made it idempotent for anyone who had applied the old branch-local `0087` migration. - Added project and agent sidebar leave actions, plus list filtering that waits for membership state before hiding resources. - Added grouped project listing, project sorting controls, and reserved row subtitle height for cleaner scanning. - Fixed HTTP auth cookie security handling so HTTP worktree sessions can persist. - Updated focused server and UI tests for the new membership, sidebar, project list, and auth behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/better-auth.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/pages/Projects.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/MembershipAction.test.tsx ui/src/components/EntityRow.test.tsx` - Confirmed the branch is rebased on current `origin/master`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Migration safety: low to medium. The migration now uses `IF NOT EXISTS` / guarded constraints and is numbered after current master migrations, but it should still get CI coverage against fresh databases. - UI behavior: low. Left resources are hidden from sidebar only after membership state loads; direct detail access remains available. - Auth behavior: low. Cookie security is relaxed only for HTTP/private local-style origins where secure cookies would prevent login persistence. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex coding agent, tool-enabled shell/git workflow, context window not exposed by runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Screenshot note: no browser screenshots were captured in this heartbeat; the UI changes are covered by focused component tests above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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38c185fb8b |
[codex] Add agent permissions and controls plan (#6386)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies by keeping task ownership, approvals, and operator control inside one control plane. > - Agent permissions and plugin-hosted company settings sit on the boundary between autonomy and governance. > - V1 needs scoped task assignment rules, plugin extension points, and clearer company access surfaces without weakening company boundaries. > - The branch builds the core authorization service, plugin SDK/host APIs, and UI simplifications needed to support those controls. > - Paperclip EE plugin surfaces were intentionally moved out of this core PR per review direction, so this PR now carries only the public core/plugin infrastructure work. > - The latest updates preserve the PAP-9937 branch changes that belong in this PR, remove the `design/` artifacts, and exclude the experimental `plugin-briefs` package. > - Greptile feedback was applied through the authorization/audit paths and the final cleanup commit was re-reviewed at 5/5 with no unresolved Greptile threads. > - The benefit is safer assignment control with extension hooks for richer permission products while preserving simple defaults for normal operators. ## What Changed - Added scoped task-assignment authorization decisions and routed issue/agent assignment mutations through the authorization service. - Added plugin SDK and host APIs for company settings slots, authorization policy/grant management, assignment previews, and bridge invocation scope propagation. - Simplified core company access UI and moved advanced controls behind plugin-provided settings surfaces. - Added retry-now affordances for blocked issue next-step notices. - Added protected-assignment enforcement for persisted agent/project/issue policies, including explicit-grant fallback behavior. - Added incremental principal-access compatibility backfill for active agent memberships and role-default human permission grants. - Added the Markdown code block wrap action fix from the latest branch changes. - Removed `design/` artifacts from the PR and removed `packages/plugins/plugin-briefs` from the final diff. - Addressed Greptile feedback for plugin actor sanitization, legacy membership handling, audit pagination, unknown grant-scope metadata, and startup test mocks. ## Verification - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54 tests passed. - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62 tests passed. - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files passed, 28 tests passed. - `pnpm --filter @paperclipai/server typecheck` -> passed. - `git diff --check` -> passed. - `node ./scripts/check-docker-deps-stage.mjs` -> passed. - `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed with no lockfile update. - `pnpm exec vitest run ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed. - `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0. - GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`. - Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0 comments/annotations added, 0 unresolved review threads. - Confirmed the PR diff contains no `design/`, `packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or `.github/workflows` changes. ## Risks - Medium: task assignment authorization paths are behaviorally stricter for protected/private policy data, so existing plugin-authored policies may block assignment until explicit grants or approval flows are configured. - Medium: plugin-host authorization APIs expand the surface area available to trusted plugins and need careful review for company scoping. - Low: startup now performs a principal-access compatibility backfill, but the migration and runtime backfill use conflict-tolerant inserts. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled workflow with shell, git, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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bfe6369ef5 |
Guard cheap recovery model usage (#6371)
## Thinking Path > - Paperclip is the control plane that coordinates AI-agent work through issues, heartbeats, comments, approvals, and auditable recovery paths. > - The affected subsystem is heartbeat/recovery orchestration, especially the optional cheap model profile used for operational recovery overhead. > - Cheap recovery should repair status and liveness, but it must not become the worker lane that writes deliverables, continues source work, or propagates cheap execution hints into downstream retries. > - The gap was that cheap-profile hints could follow recovery wake contexts and assignment overrides farther than intended, making real work eligible to run on the cheap model. > - This pull request separates status-only cheap recovery from normal source-work continuations, adds route guards for deliverable mutations during cheap status-only runs, and documents the invariant. > - The benefit is safer retry/recovery behavior: cheap runs can clean up control-plane state, while any remaining source work resumes through a normal/original model path. ## What Changed - Added recovery model-profile work classes so status-only recovery carries explicit guard context and normal-model continuations scrub cheap hints. - Updated heartbeat, productivity review, liveness continuation, and recovery service wakeups to request cheap only for bounded status-only recovery work. - Blocked cheap status-only recovery runs from writing issue documents, plans, attachments, work products, or assigning downstream work back to `modelProfile: "cheap"`. - Added/updated server tests for cheap profile propagation, artifact/document guards, route authorization, retry scheduling, and successful-run handoff behavior. - Documented the recovery model-profile lane in `doc/SPEC-implementation.md` and `doc/execution-semantics.md`. - After rebasing onto current `public-gh/master`, stabilized the new `InstanceSidebar` plugin-filter tests so the PR check lane stays green. ## Verification - Local: `pnpm exec vitest run --config vitest.config.ts src/services/recovery/model-profile-hint.test.ts src/__tests__/issue-agent-mutation-ownership-routes.test.ts src/__tests__/issue-document-restore-routes.test.ts` from `server/` - 3 files, 37 tests passed after final edits. - Local: `pnpm exec vitest run --config vitest.config.ts src/__tests__/heartbeat-process-recovery.test.ts` from `server/` - 44 tests passed after rerunning the cleanup-sensitive file alone. - Local: `pnpm --filter @paperclipai/ui exec vitest run src/components/InstanceSidebar.test.tsx` - 4 tests passed. - Local: `pnpm --filter @paperclipai/server typecheck` - passed. - Local: `pnpm --filter @paperclipai/ui typecheck` - passed. - PR checks on latest head `6f8c3b1380f5bd872c6f49f6f7188ecf3bb6d263` - all green, including `verify`, build, typecheck, server/general/serialized tests, e2e, Snyk, and policy. - Greptile: pass 3 returned Confidence Score 5/5 with zero unresolved Greptile review threads. ## Risks - Medium risk: recovery behavior is intentionally stricter, so any path that incorrectly relies on cheap recovery to keep doing source work will now need to hand back to a normal-model run. - Low migration risk: no schema changes. - No product UI changes; the UI file touched is a test-only stabilization after rebasing onto current `master`. > 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, GPT-5 model family (`gpt-5`), tool use and local code execution enabled; context window 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots (N/A: no product UI changes) - [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 |
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705c1b8d81 |
[codex] Add routine env secrets support (#6212)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Scheduled routines are the control-plane path for recurring agent work. > - Routines already had dispatch/history, but their runtime environment did not carry routine-owned secret bindings through execution. > - Operators need routine-specific secrets that can override project/agent env without exposing secret values in history, logs, or access events. > - This pull request adds the routine env runtime contract, wires it into execution, and makes the routine UI/history surfaces show safe secret metadata. > - The benefit is that routine executions can use scoped secret refs predictably while preserving company boundaries and auditability. ## What Changed - Added routine env persistence/runtime support, including `routines.env`, `routine_runs.routine_revision_id`, revision snapshots, and idempotent migration `0086_routine_env_runtime_contract`. - Resolved routine env during heartbeat adapter config assembly with precedence `agent < project < routine` and secret access events recorded against the routine consumer. - Added secret binding synchronization for routine create/update/restore flows and guarded cross-company, missing, disabled, and deleted secret cases. - Added a Secrets tab to routine detail, env/secret history diff rendering, and Storybook coverage for the new UI states. - Added server/UI regression tests, including an embedded-Postgres QA path for routine secret execution and restore behavior. - Updated implementation/database docs for routine env and secret-binding behavior. ## Verification - `pnpm install --frozen-lockfile` after rebasing onto `public-gh/master` to refresh workspace links for the newly-added upstream Grok adapter package. - `pnpm exec vitest run server/src/__tests__/heartbeat-project-env.test.ts server/src/__tests__/routines-service.test.ts server/src/__tests__/secrets-service.test.ts server/src/__tests__/qa-routine-secrets-e2e.test.ts ui/src/components/RoutineHistoryTab.test.tsx` passed: 5 files, 92 tests. - `pnpm -r typecheck` passed across the workspace. - `pnpm build` passed. Vite emitted the existing large-chunk/dynamic-import warnings. - UI screenshots were captured locally during QA in `artifacts/pap-9521/` and `artifacts/pap-9522/`; generated screenshots are not committed to avoid adding binary artifacts to the repo. ## Risks - Migration risk is limited by `IF NOT EXISTS` guards for the new columns, FK, and index, and the migration is ordered as `0086` immediately after upstream `0085`. - Runtime behavior changes env precedence for routine executions by adding routine env as the highest-precedence layer; tests cover agent/project/routine precedence. - Secret handling is security-sensitive; tests cover value-free manifests/events/errors, disabled/missing/deleted secrets, and cross-company rejection. - UI history now renders routine env/secret diffs; tests and Storybook stories cover the main rendering paths. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell/tool use and medium reasoning effort. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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03ad5c5bea |
[codex] Add issue document locking (#6009)
## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, comments, and issue documents. > - Issue documents are the durable place where plans, handoffs, and other work artifacts are revised over time. > - Some documents need to be preserved as operator-approved snapshots while agents continue working on the same issue. > - Without document locking, a later board or agent write can overwrite the document key that reviewers expected to remain stable. > - This pull request adds board-managed issue document locks and makes agent writes to locked keys create a derived document instead of mutating the locked document. > - The benefit is safer document handoffs: approved or frozen issue documents stay immutable until the board explicitly unlocks them. ## What Changed - Added `locked_at`, `locked_by_agent_id`, and `locked_by_user_id` document fields plus migration `0085_tranquil_the_executioner.sql`. - Added document lock/unlock service behavior, route endpoints, activity events, and locked-document write protections. - Made agent document writes to locked keys create a new derived key such as `plan-2` rather than overwriting the locked document. - Surfaced lock state through shared issue document types, UI API methods, document header lock controls, and activity formatting. - Added server and UI tests for lock/unlock behavior, locked document immutability, and UI action visibility. - Updated `doc/SPEC-implementation.md` with the V1 document lock contract and endpoints. ## Verification - `git rebase public-gh/master` completed cleanly after committing the branch changes. - `git diff --check` passed before commit. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/documents-service.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts ui/src/components/IssueDocumentsSection.test.tsx ui/src/components/IssueContinuationHandoff.test.tsx ui/src/lib/document-revisions.test.ts` passed: 5 files, 32 tests. ## Risks - Medium risk because this changes the document persistence contract and adds a migration. - The migration uses `ADD COLUMN IF NOT EXISTS` and guarded foreign-key creation so it remains safe for users who may have already applied an earlier copy of the migration. - Locked documents intentionally reject board edits/deletes/restores until unlocked; any existing workflows that expected direct overwrite need to unlock first. - Agent writes to locked keys now create derived documents, which may create extra issue documents when agents retry locked writes. ## Model Used - OpenAI Codex coding agent based on GPT-5, with tool use and local code execution in the Paperclip worktree. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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0808b388ee |
[codex] Add source-scoped recovery actions (#5599)
## Thinking Path > - Paperclip is a control plane for autonomous AI companies, where work must end with a clear disposition rather than ambiguous agent liveness. > - Recovery currently detects stalled or missing-next-step issues, but source issue recovery can become split across child recovery issues, blockers, and comments. > - That makes it harder for operators and agents to see who owns recovery and what exact action is needed on the original issue. > - Source-scoped recovery actions give the original issue a first-class active recovery state with owner, evidence, wake policy, and resolution outcome. > - This pull request adds the recovery-action data model, backend reconciliation and resolution APIs, and board UI indicators/actions. > - The benefit is clearer stalled-work recovery without losing source issue context or relying on comments as the liveness path. ## What Changed - Added the `issue_recovery_actions` schema, shared types/constants/validators, and an idempotent `0084_issue_recovery_actions` migration ordered after current `master` migrations. - Updated stranded/missing-disposition recovery to create source-scoped recovery actions, wake the recovery owner on the source issue, and avoid locking the source issue for recovery-action wakes. - Added API support for reading active recovery actions on issue detail/list surfaces and resolving them with restored, blocked, cancelled, or false-positive outcomes. - Require blocked recovery resolutions to have an unresolved first-class blocker, and removed the UI shortcut that could mark recovery blocked without a blocker selection path. - Surfaced recovery indicators/actions in the issue UI, blocker notices, active run panels, issue rows, and Storybook coverage. - Updated docs and focused tests for recovery semantics, ownership, races, stale comments, and UI behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/IssueBlockedNotice.test.tsx ui/src/api/issues.test.ts` — 5 files, 72 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/db typecheck` — passed, including migration numbering check. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - Follow-up verification after blocker-resolution guard: `pnpm exec vitest run server/src/__tests__/issue-recovery-actions.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/api/issues.test.ts` — 3 files, 27 tests passed. - Follow-up `pnpm --filter @paperclipai/server typecheck` — passed. - Follow-up `pnpm --filter @paperclipai/ui typecheck` — passed. - UI states are available in `ui/storybook/stories/source-issue-recovery.stories.tsx`; screenshot capture helper is `scripts/screenshot-recovery-card.cjs`. ## Risks - Medium: recovery behavior changes from child recovery issue ownership toward source-scoped actions, so operators may see stalled-work state in new places. - Migration risk is mitigated by using the next migration slot after `master` and making the table/constraints/index creation idempotent for anyone who previously applied the old branch-local `0082_dizzy_master_mold` migration. - Existing child recovery issue paths are still guarded for already-created recovery issues, but new source-scoped flows should be watched in CI and Greptile review. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool use enabled for shell, Git, GitHub, and local test execution. Context window not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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e8275318ba |
[codex] Raise agent heartbeat concurrency default (#4954)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Agent heartbeat settings control how much parallel work one employee can run > - The previous default of 5 concurrent runs was too restrictive for active local agent teams > - The shared default, heartbeat clamp, docs, and route/import/UI expectations need to agree > - This pull request raises the default heartbeat concurrency to 20 while keeping explicit headroom up to 50 for power users > - The benefit is higher throughput for agent teams without each new agent needing manual runtime config edits ## What Changed - Raised `AGENT_DEFAULT_MAX_CONCURRENT_RUNS` from 5 to 20. - Raised the heartbeat service max clamp from 10 to 50, keeping the new default below the ceiling. - Updated V1 implementation docs and tests that assert default imported/exported runtime config. - Updated the new-agent UI runtime config test to assert the shared default constant instead of duplicating the numeric value. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-permissions-routes.test.ts server/src/__tests__/company-portability.test.ts ui/src/lib/new-agent-runtime-config.test.ts` ## Risks - Medium risk: new agents can consume more local execution capacity by default. The heartbeat scheduler still respects configured max concurrency and budget/pause controls, and operators can lower or raise the per-agent cap within the `1..50` clamp. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool use and local command execution. Exact context window was not exposed in the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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a3de1d764d |
Add cheap model profiles for local adapters (#4881)
## Thinking Path > - Paperclip is a control plane for autonomous AI companies, where adapters are the boundary between the board, agents, and execution runtimes. > - Local adapters currently expose a primary runtime configuration, but operators often need a cheaper model lane for routine or low-risk work. > - That cheap lane has to stay adapter-owned: runtime profile settings should not mutate the primary adapter config or bypass existing auth/secret mediation. > - Issue creation also needs an ergonomic way to request primary, cheap, or custom model behavior for a selected assignee. > - This pull request adds a first-class `cheap` model profile contract across adapter capabilities, heartbeat config resolution, agent configuration, and issue creation. > - The benefit is cheaper task execution can be configured and requested explicitly while preserving adapter boundaries, secret handling, and audit visibility. ## What Changed - Added adapter model-profile capability metadata and a `cheap` profile contract for supported local adapters. - Applied `runtimeConfig.modelProfiles.cheap.adapterConfig` during heartbeat config resolution, including requested/applied/fallback run metadata. - Added agent configuration UI for cheap model profile settings without writing those settings into primary `adapterConfig`. - Added New Issue assignee model lane controls for Primary / Cheap / Custom and request payload handling. - Added run ledger profile badges and Storybook stories for the new cheap-lane UI states. - Added tests for validators, heartbeat model profile application, permission/secret mediation, UI payload helpers, and run ledger rendering. - Added committed UI verification screenshots under `docs/pr-screenshots/pap-2837/`. - Addressed Greptile review feedback around cheap-profile defaults, shared profile types, and fallback test data. ## Verification Local: - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/adapter-registry.test.ts server/src/__tests__/agent-permissions-routes.test.ts server/src/__tests__/heartbeat-model-profile.test.ts ui/src/components/IssueRunLedger.test.tsx ui/src/lib/agent-config-patch.test.ts ui/src/lib/issue-assignee-overrides.test.ts ui/src/lib/new-agent-runtime-config.test.ts` — passed, 8 files / 103 tests. - `pnpm exec vitest run ui/src/lib/new-agent-runtime-config.test.ts ui/src/components/IssueRunLedger.test.tsx` — passed after Greptile/rebase follow-up, 2 files / 17 tests. - `pnpm --filter @paperclipai/ui typecheck` — passed after Greptile/rebase follow-up. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — did not complete successfully in this local worktree: it stopped in pre-existing `@paperclipai/adapter-utils` sandbox/SSH fixture suites outside this PR diff. Failures were 5s local timeouts plus `git init -b` unsupported by this machine's Git 2.21.0. The branch-specific targeted suites above passed. - Branch was fetched/rebased onto `public-gh/master`; `git rev-list --left-right --count public-gh/master...HEAD` reports `0 9`. Remote PR checks on latest head `e30bf399146451c86cee98ed528d51d33fa5af5a`: - `policy` — passed. - `verify` — passed. - `e2e` — passed. - `Greptile Review` — passed, confidence score 5/5; Greptile review threads resolved. - `security/snyk (cryppadotta)` — passed. Screenshots: - [New issue cheap lane desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/newissue-cheap-desktop.png) - [New issue custom lane desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/newissue-custom-desktop.png) - [New issue unsupported adapter desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/newissue-unsupported-desktop.png) - [Run ledger model profile badges desktop](https://github.com/paperclipai/paperclip/blob/PAP-2837-plan-cheap-model-for-adapters-that-can-support-it/docs/pr-screenshots/pap-2837/runledger-profile-badges-desktop.png) - Mobile variants are also in `docs/pr-screenshots/pap-2837/`. ## Risks - Medium: heartbeat config mediation now merges runtime model profiles into adapter configs, so adapter secret normalization and host-command restrictions must keep covering nested config paths. - Medium: the UI adds another issue creation choice; unsupported adapters must keep hiding the cheap lane and preserve primary behavior. - Low migration risk: no database migration is included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex coding agent using GPT-5-class reasoning with repo tool use and command execution. Exact served model/context window was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> |
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d9f540c331 |
[codex] Refresh docs and agent skills (#4693)
## Thinking Path > - Paperclip orchestrates AI agents through a company-scoped control plane > - Contributors and agents need docs and skills that match the current V1 behavior > - The source branch included documentation updates alongside implementation work > - Keeping docs and skill guidance separate makes the implementation PR easier to review > - This pull request refreshes the V1 docs and agent-operating guidance without changing runtime behavior > - The benefit is current contributor guidance that can merge independently from code changes ## What Changed - Refreshed V1 product, goal, implementation, database, and development documentation. - Updated the Paperclip heartbeat skill guidance and create-agent skill references. - Added the Paperclip plan-to-task conversion skill. - Updated release changelog skill guidance. ## Verification - `git diff --check public-gh/master..HEAD` passed in the PR worktree after the Greptile fix. - Greptile Review passed on head `673317ed` with zero unresolved review threads. - GitHub PR checks passed on head `673317ed`: `policy`, `verify`, `e2e`, and `security/snyk (cryppadotta)`. ## Risks - Low runtime risk because this branch only changes docs and skill guidance. - Documentation may need follow-up wording adjustments if reviewers want a different framing for V1 behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled terminal/GitHub workflow. Exact runtime context window was not exposed by the 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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82e257c7ba |
Cancel stale queued heartbeats when issue graph changes (PAP-2314) (#4534)
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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5a0c1979cf | [codex] Add runtime lifecycle recovery and live issue visibility (#4419) | ||
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b69b563aa8 |
[codex] Fix stale issue execution run locks (#4258)
## Thinking Path > - Paperclip is a control plane for AI-agent companies, so issue checkout and execution ownership are core safety contracts. > - The affected subsystem is the issue service and route layer that gates agent writes by `checkoutRunId` and `executionRunId`. > - PAP-1982 exposed a stale-lock failure mode where a terminal heartbeat run could leave `executionRunId` pinned after checkout ownership had moved or been cleared. > - That stale execution lock could reject legitimate PATCH/comment/release requests from the rightful assignee after a harness restart. > - This pull request centralizes terminal-run cleanup, applies it before ownership-gated writes, and adds a board-only recovery endpoint for operator intervention. > - The benefit is that crashed or terminal runs no longer strand issues behind stale execution locks, while live execution locks still block conflicting writes. ## What Changed - Added `issueService.clearExecutionRunIfTerminal()` to atomically lock the issue/run rows and clear terminal or missing execution-run locks. - Reused stale execution-lock cleanup from checkout, `assertCheckoutOwner()`, and `release()`. - Allowed the same assigned agent/current run to adopt an unowned `in_progress` checkout after stale execution-lock cleanup. - Updated release to clear `executionRunId`, `executionAgentNameKey`, and `executionLockedAt`. - Added board-only `POST /api/issues/:id/admin/force-release` with company access checks, optional `clearAssignee=true`, and `issue.admin_force_release` audit logging. - Added embedded Postgres service tests and route integration tests for stale-lock recovery, release behavior, and admin force-release authorization/audit behavior. - Documented the new force-release API in `doc/SPEC-implementation.md`. ## Verification - `pnpm vitest run server/src/__tests__/issues-service.test.ts server/src/__tests__/issue-stale-execution-lock-routes.test.ts` passed. - `pnpm vitest run server/src/__tests__/issue-stale-execution-lock-routes.test.ts server/src/__tests__/approval-routes-idempotency.test.ts server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/issue-telemetry-routes.test.ts` passed. - `pnpm -r typecheck` passed. - `pnpm build` passed. - `git diff --check` passed. - `pnpm lint` could not run because this repo has no `lint` command. - Full `pnpm test:run` completed with 4 failures in existing route suites: `approval-routes-idempotency.test.ts` (2), `issue-comment-reopen-routes.test.ts` (1), and `issue-telemetry-routes.test.ts` (1). Those same files pass when run isolated and when run together with the new stale-lock route test, so this appears to be a whole-suite ordering/mock-isolation issue outside this patch path. ## Risks - Medium: this changes ownership-gated write behavior. The new adoption path is limited to the current run, the current assignee, `in_progress` issues, and rows with no checkout owner after terminal-lock cleanup. - Low: the admin force-release endpoint is board-only and company-scoped, but misuse can intentionally clear a live lock. It writes an audit event with prior lock IDs. - No schema or migration changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent (`gpt-5`), agentic coding with terminal/tool use 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 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 |
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16b2b84d84 |
[codex] Improve agent runtime recovery and governance (#4086)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The heartbeat runtime, agent import path, and agent configuration defaults determine whether work is dispatched safely and predictably. > - Several accumulated fixes all touched agent execution recovery, wake routing, import behavior, and runtime concurrency defaults. > - Those changes need to land together so the heartbeat service and agent creation defaults stay internally consistent. > - This pull request groups the runtime/governance changes from the split branch into one standalone branch. > - The benefit is safer recovery for stranded runs, bounded high-volume reads, imported-agent approval correctness, skill-template support, and a clearer default concurrency policy. ## What Changed - Fixed stranded continuation recovery so successful automatic retries are requeued instead of incorrectly blocking the issue. - Bounded high-volume issue/log reads across issue, heartbeat, agent, project, and workspace paths. - Fixed imported-agent approval and instruction-path permission handling. - Quarantined seeded worktree execution state during worktree provisioning. - Queued approval follow-up wakes and hardened SQL_ASCII heartbeat output handling. - Added reusable agent instruction templates for hiring flows. - Set the default max concurrent agent runs to five and updated related UI/tests/docs. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/company-portability.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/heartbeat-comment-wake-batching.test.ts server/src/__tests__/heartbeat-list.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/agent-permissions-routes.test.ts packages/adapter-utils/src/server-utils.test.ts ui/src/lib/new-agent-runtime-config.test.ts` - Split integration check: merged this branch first, followed by the other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge conflicts. - Confirmed this branch does not include `pnpm-lock.yaml`. ## Risks - Medium risk: touches heartbeat recovery, queueing, and issue list bounds in central runtime paths. - Imported-agent and concurrency default behavior changes may affect existing automation that assumes one-at-a-time default runs. - No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.4 tool-enabled coding model, agentic code-editing/runtime with local shell and GitHub CLI access; exact context window and reasoning mode are not exposed by the Paperclip 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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7f893ac4ec |
[codex] Harden execution reliability and heartbeat tooling (#3679)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Reliable execution depends on heartbeat routing, issue lifecycle semantics, telemetry, and a fast enough local verification loop to keep regressions visible > - The remaining commits on this branch were mostly server/runtime correctness fixes plus test and documentation follow-ups in that area > - Those changes are logically separate from the UI-focused issue-detail and workspace/navigation branches even when they touch overlapping issue APIs > - This pull request groups the execution reliability, heartbeat, telemetry, and tooling changes into one standalone branch > - The benefit is a focused review of the control-plane correctness work, including the follow-up fix that restored the implicit comment-reopen helpers after branch splitting ## What Changed - Hardened issue/heartbeat execution behavior, including self-review stage skipping, deferred mention wakes during active execution, stranded execution recovery, active-run scoping, assignee resolution, and blocked-to-todo wake resumption - Reduced noisy polling/logging overhead by trimming issue run payloads, compacting persisted run logs, silencing high-volume request logs, and capping heartbeat-run queries in dashboard/inbox surfaces - Expanded telemetry and status semantics with adapter/model fields on task completion plus clearer status guidance in docs/onboarding material - Updated test infrastructure and verification defaults with faster route-test module isolation, cheaper default `pnpm test`, e2e isolation from local state, and repo verification follow-ups - Included docs/release housekeeping from the branch and added a small follow-up commit restoring the implicit comment-reopen helpers that were dropped during branch reconstruction ## Verification - `pnpm vitest run server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/issue-telemetry-routes.test.ts` - `pnpm vitest run server/src/__tests__/http-log-policy.test.ts server/src/__tests__/heartbeat-run-log.test.ts server/src/__tests__/health.test.ts` - `server/src/__tests__/activity-service.test.ts`, `server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and `server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted on this host but the embedded Postgres harness reported init-script/data-dir problems and skipped or failed to start, so they are noted as environment-limited ## Risks - Medium: this branch changes core issue/heartbeat routing and reopen/wakeup behavior, so regressions would affect agent execution flow rather than isolated UI polish - Because it also updates verification infrastructure, reviewers should pay attention to whether the new tests are asserting the right failure modes and not just reshaping harness behavior ## Model Used - OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact deployed model ID is not exposed in this environment), reasoning enabled, tool use and local code execution enabled ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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8f23270f35 |
Add project-level environment variables
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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cd2be692e9 |
Fix in-review task recheckout guidance
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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6f1ce3bd60 |
Document imported heartbeat defaults
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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2e76a2a554 |
Add routine support to recurring task portability
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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7b4a4f45ed |
Add CEO company branding endpoint
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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2c35be0212 | Merge public-gh/master into paperclip-company-import-export | ||
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1d8f514d10 | Refine company package export format | ||
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45998aa9a0 |
feat(issues): add issue documents and inline editing
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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d9492f02d6 | Add worktree start-point support | ||
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cabd16bc70 | docs: sync docs and skills updates from backup branch | ||
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21c506dcae |
docs: add deployment modes documentation and update plans
Add DEPLOYMENT-MODES.md with canonical mode taxonomy. Update CLI.md, DEVELOPING.md, PRODUCT.md, and SPEC-implementation.md with local_trusted/ authenticated nomenclature. Revise humans-and-permissions plan with Better Auth choice, bootstrap flow, unified invite semantics, and expanded criteria. Add implementation guide and additional plan documents for cursor cloud adapter and deployment auth mode consolidation. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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ad748349cb |
Add deployment guidelines, assets/attachments spec, and humans-and-permissions plan
Document local-trusted vs cloud-hosted deployment scenarios in PRODUCT.md. Spec out assets and issue_attachments tables with storage provider abstraction and attachment API endpoints. Draft comprehensive plan for human users, memberships, invites, permissions, and agent-to-human task delegation across both deployment modes. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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8f3fc077fa | feat(cli): add client commands and home-based local runtime defaults | ||
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80a8ec26f1 |
Add secrets documentation and inline env migration script
Document secret storage in DATABASE.md and DEVELOPING.md. Update SPEC-implementation with company_secrets schema and indexes. Add migrate-inline-env-secrets script for converting existing plain env values to managed secrets (dry-run by default, --apply to commit). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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cc24722090 |
Replace PGlite with embedded-postgres and add startup banner
Switch from PGlite (WebAssembly) to embedded-postgres for zero-config local development — provides a real PostgreSQL server with full compatibility. Add startup banner with config summary on server boot. Improve server bootstrap with auto port detection, database creation, and migration on startup. Update DATABASE.md, DEVELOPING.md, and SPEC-implementation.md to reflect the change. Update CLI database check and prompts. Simplify OnboardingWizard database options. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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fade29fc3e |
Reorganize docs and add implementation spec
Move GOAL.md, PRODUCT.md, SPEC.md from repo root into doc/. Add AGENTS.md (contributor guidance), doc/DEVELOPING.md (dev setup), doc/SPEC-implementation.md (V1 implementation contract), and doc/specs/ui.md (UI design spec). Update ClipHub doc. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |