[codex] Roll up May 17 branch changes (#6210)

## Thinking Path

> - Paperclip is the control plane for autonomous AI companies, so agent
work needs visible ownership, recovery, and operator controls.
> - This local branch had accumulated several related control-plane
reliability and operator-experience fixes across recovery actions,
watchdog folding, model-profile defaults, mentions, markdown editing,
plugin launchers, and small UI polish.
> - The branch needed to be converted into a PR against the current
`origin/master` without losing dirty work or including lockfile/workflow
churn.
> - The safest standalone shape is a single rollup PR because the
recovery/server/UI files overlap heavily across the local commits and
splitting would create avoidable conflicts.
> - This pull request replays the local branch onto latest
`origin/master`, preserves the uncommitted work as logical commits, and
adds a Zod 4 validator compatibility fix found during verification.
> - The benefit is that the May 17 local branch can be reviewed and
merged as one coherent, conflict-free branch under the 100-file Greptile
limit.

## What Changed

- Rebased the local May 17 branch work onto current `origin/master` in a
dedicated worktree.
- Preserved and committed previously dirty changes for recovery retry
handling, plugin/sidebar launcher polish, and `.herenow` ignores.
- Added recovery-action behavior for returning source issues to `todo`
when retrying source-scoped recovery.
- Included the existing local recovery/liveness/watchdog fold, Codex
cheap-profile, markdown/mention, duplicate-agent, and UI polish commits
from the branch.
- Normalized shared validator `z.record(...)` schemas to explicit
string-key records for Zod 4 compatibility.
- Confirmed the PR has no `pnpm-lock.yaml` or `.github/workflows/*`
changes and stays below the 100-file Greptile limit.

## Verification

- `pnpm install --frozen-lockfile --ignore-scripts`
- `npm run install` in
`node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` to build the
local native sqlite3 binding after installing with scripts disabled
- `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
packages/shared/src/project-mentions.test.ts
packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/heartbeat-model-profile.test.ts
server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts
server/src/__tests__/plugin-local-folders.test.ts
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/components/Sidebar.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/MarkdownEditor.test.tsx
ui/src/components/MarkdownBody.test.tsx
ui/src/lib/duplicate-agent-payload.test.ts
ui/src/pages/Routines.test.tsx`
- First pass: 13 files passed with 201 passing tests; 3 server files
failed before sqlite3 native binding was built.
- After rebuilding sqlite3:
`server/src/__tests__/heartbeat-model-profile.test.ts`,
`server/src/__tests__/issue-recovery-actions.test.ts`, and
`server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts`
passed/loaded; embedded Postgres tests were skipped by the local host
guard.
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/adapter-utils typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`

## Risks

- Medium risk: this is a broad rollup PR across recovery semantics,
server tests, shared validators, and UI surfaces.
- Some embedded Postgres tests skipped locally due the host guard, so CI
should provide the stronger database-backed signal.
- UI changes were covered by component tests, but no browser screenshot
was captured in this PR creation pass.
- This branch may overlap with existing recovery/liveness PR work; merge
this PR independently or restack/close overlapping branches rather than
merging duplicate implementations together.

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

## Model Used

- OpenAI Codex, GPT-5-based coding agent, tool-enabled local repository
and GitHub workflow, 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
- [ ] 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>

packages/shared/src/project-mentions.ts

@@ -2,6 +2,7 @@ export const PROJECT_MENTION_SCHEME = "project://";
 export const AGENT_MENTION_SCHEME = "agent://";
 export const USER_MENTION_SCHEME = "user://";
 export const SKILL_MENTION_SCHEME = "skill://";
+export const ROUTINE_MENTION_SCHEME = "routine://";
 
 const HEX_COLOR_RE = /^[0-9a-f]{6}$/i;
 const HEX_COLOR_SHORT_RE = /^[0-9a-f]{3}$/i;
@@ -11,6 +12,7 @@ const PROJECT_MENTION_LINK_RE = /\[[^\]]*]\((project:\/\/[^)\s]+)\)/gi;
 const AGENT_MENTION_LINK_RE = /\[[^\]]*]\((agent:\/\/[^)\s]+)\)/gi;
 const USER_MENTION_LINK_RE = /\[[^\]]*]\((user:\/\/[^)\s]+)\)/gi;
 const SKILL_MENTION_LINK_RE = /\[[^\]]*]\((skill:\/\/[^)\s]+)\)/gi;
+const ROUTINE_MENTION_LINK_RE = /\[[^\]]*]\((routine:\/\/[^)\s]+)\)/gi;
 const AGENT_ICON_NAME_RE = /^[a-z0-9-]+$/i;
 const SKILL_SLUG_RE = /^[a-z0-9][a-z0-9-]*$/i;
 
@@ -33,6 +35,10 @@ export interface ParsedSkillMention {
   slug: string | null;
 }
 
+export interface ParsedRoutineMention {
+  routineId: string;
+}
+
 function normalizeHexColor(input: string | null | undefined): string | null {
   if (!input) return null;
   const trimmed = input.trim();
@@ -169,6 +175,28 @@ export function parseSkillMentionHref(href: string): ParsedSkillMention | null {
   };
 }
 
+export function buildRoutineMentionHref(routineId: string): string {
+  return `${ROUTINE_MENTION_SCHEME}${routineId.trim()}`;
+}
+
+export function parseRoutineMentionHref(href: string): ParsedRoutineMention | null {
+  if (!href.startsWith(ROUTINE_MENTION_SCHEME)) return null;
+
+  let url: URL;
+  try {
+    url = new URL(href);
+  } catch {
+    return null;
+  }
+
+  if (url.protocol !== "routine:") return null;
+
+  const routineId = `${url.hostname}${url.pathname}`.replace(/^\/+/, "").trim();
+  if (!routineId) return null;
+
+  return { routineId };
+}
+
 export function extractProjectMentionIds(markdown: string): string[] {
   if (!markdown) return [];
   const ids = new Set<string>();
@@ -217,6 +245,18 @@ export function extractSkillMentionIds(markdown: string): string[] {
   return [...ids];
 }
 
+export function extractRoutineMentionIds(markdown: string): string[] {
+  if (!markdown) return [];
+  const ids = new Set<string>();
+  const re = new RegExp(ROUTINE_MENTION_LINK_RE);
+  let match: RegExpExecArray | null;
+  while ((match = re.exec(markdown)) !== null) {
+    const parsed = parseRoutineMentionHref(match[1]);
+    if (parsed) ids.add(parsed.routineId);
+  }
+  return [...ids];
+}
+
 function normalizeAgentIcon(input: string | null | undefined): string | null {
   if (!input) return null;
   const trimmed = input.trim().toLowerCase();