Commit Graph

30 Commits

Author SHA1 Message Date
Dotta 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>
2026-05-25 13:12:41 -05:00
Dotta 38c185fb8b [codex] Add agent permissions and controls plan (#6386)
## Thinking Path

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-22 08:12:52 -05:00
Dotta 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
2026-05-19 13:46:02 -05:00
Dotta 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>
2026-05-17 16:30:34 -05:00
Dotta 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>
2026-05-15 08:54:55 -05:00
Dotta 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>
2026-05-12 09:37:15 -05:00
Dotta 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>
2026-05-01 10:42:56 -05:00
Dotta 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>
2026-04-30 15:32:04 -05:00
Dotta 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>
2026-04-28 16:12:03 -05:00
Dotta 82e257c7ba Cancel stale queued heartbeats when issue graph changes (PAP-2314) (#4534)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-26 21:17:38 -05:00
Dotta 5a0c1979cf [codex] Add runtime lifecycle recovery and live issue visibility (#4419) 2026-04-24 15:50:32 -05:00
Dotta 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
2026-04-22 10:43:38 -05:00
Dotta 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>
2026-04-20 06:19:48 -05:00
Dotta 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>
2026-04-14 13:34:52 -05:00
dotta 8f23270f35 Add project-level environment variables
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-06 21:23:30 -05:00
Devin Foley cd2be692e9 Fix in-review task recheckout guidance
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-04 11:20:29 -07:00
dotta 6f1ce3bd60 Document imported heartbeat defaults
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:58:07 -05:00
dotta 2e76a2a554 Add routine support to recurring task portability
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-23 16:57:38 -05:00
dotta 7b4a4f45ed Add CEO company branding endpoint
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-18 21:03:41 -05:00
Dotta 2c35be0212 Merge public-gh/master into paperclip-company-import-export 2026-03-14 21:45:54 -05:00
Dotta 1d8f514d10 Refine company package export format 2026-03-14 09:46:16 -05:00
Dotta 45998aa9a0 feat(issues): add issue documents and inline editing
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-13 21:30:48 -05:00
Dotta d9492f02d6 Add worktree start-point support 2026-03-11 09:15:27 -05:00
Dotta cabd16bc70 docs: sync docs and skills updates from backup branch 2026-03-02 16:44:10 -06:00
Forgotten 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>
2026-02-23 14:41:35 -06:00
Forgotten 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>
2026-02-20 11:28:58 -06:00
Forgotten 8f3fc077fa feat(cli): add client commands and home-based local runtime defaults 2026-02-20 07:10:58 -06:00
Forgotten 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>
2026-02-19 15:44:11 -06:00
Forgotten 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>
2026-02-18 11:45:43 -06:00
Forgotten 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>
2026-02-17 09:07:15 -06:00