6 Commits

Author	SHA1	Message	Date
Dotta	d67347be77	[codex] Provider vault secrets UX (#6381) ... ## Thinking Path > - Paperclip orchestrates AI agents that need scoped, auditable access to secrets > - Hosted and external deployments need provider vault configuration without exposing secret values in Paperclip metadata > - AWS Secrets Manager vault setup previously required too much manual operator knowledge > - Provider vault discovery and removal belong together as an independent secrets-management improvement > - This pull request adds AWS provider vault discovery/prefill plus vault removal flows > - The benefit is a safer operator path for configuring external secret storage before higher-level cloud workflows depend on it ## What Changed - Added shared validators/types for AWS provider vault discovery payloads and safe provider metadata. - Implemented AWS provider vault discovery preview on the server. - Added provider vault removal service/route behavior. - Added Secrets page UI for discovery prefill, removal messaging, and related rendering coverage. - Added Storybook provider-vault fixtures and captured screenshots for the new UX states. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm exec vitest run packages/shared/src/validators/secret.test.ts server/src/__tests__/aws-secrets-manager-provider.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts ui/src/pages/Secrets.render.test.tsx` - Result: 4 files passed, 1 embedded Postgres-backed file skipped on this host because local Postgres init was unavailable. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Secrets.render.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - Storybook screenshot capture against `Product/Secrets` on `http://127.0.0.1:60381/iframe.html?id=product-secrets--secrets-inventory&viewMode=story&globals=theme:dark` ## Screenshots Provider vaults tab after this change:  AWS discovery candidate flow:  Provider vault removal confirmation:  ## Risks - Secret provider metadata handling must remain non-sensitive; validators reject credential-bearing Vault URLs and sensitive AWS discovery keys. - AWS discovery depends on deployment credentials being configured correctly outside Paperclip-managed company secrets. > 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 with local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter 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>	2026-05-19 15:50:23 -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	778e775c35	Add secrets provider vaults and remote import (#5429) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies and needs secrets handling to work across local development, hosted operators, and governed agent execution. > - The affected subsystem is the company-scoped secrets control plane: database schema, server services/routes, CLI workflows, and the Secrets settings UI. > - The gap was that secrets were local-only and operators could not manage provider vaults or import existing remote references without exposing plaintext. > - This branch adds provider vault configuration plus an AWS Secrets Manager remote-import path while preserving company boundaries, binding context, and audit trails. > - I kept the PR to a single branch PR, removed unrelated lockfile/package drift, rebased the full branch onto the current `public-gh/master`, and addressed fresh Greptile findings. > - The benefit is a reviewable implementation of provider-backed secrets with focused tests covering provider selection, import conflicts, deleted secret reuse, rotation guards, and AWS signing behavior. ## What Changed - Added provider vault support for company secrets, including provider config storage, default vault handling, health checks, binding usage, access events, and remote import preview/commit. - Added an AWS Secrets Manager provider using SigV4 request signing, bounded request timeouts, namespace guardrails, cached runtime credential resolution, and external-reference linking without plaintext reads. - Added Secrets UI surfaces for vault management and remote import, plus CLI/API documentation for setup and operations. - Stabilized routine webhook secret binding paths and SSH environment-driver fixture bindings discovered during verification. - Addressed Greptile and CI findings: no lockfile/package drift, monotonic migration metadata, disabled-vault default races, soft-deleted secret hiding/recreate behavior, remove behavior with disabled vaults, soft-deleted external-reference re-import, non-active rotation guards, managed-secret soft deletion through PATCH, and per-call AWS SDK credential client churn. - Rebased this branch onto `public-gh/master` at `0e1a5828` and force-pushed with lease to keep this as the single PR for the branch. ## Verification - `git fetch public-gh master` - `git rebase public-gh/master` - `git diff --name-only public-gh/master...HEAD | grep '^pnpm-lock\.yaml$' || true` confirmed `pnpm-lock.yaml` is not in the PR diff. - Confirmed migration ordering: master ends at `0081_optimal_dormammu`; this PR adds `0082_dry_vision` and `0083_company_secret_provider_configs`. - Inspected migrations for repeat safety: new tables/indexes use `IF NOT EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column additions use `ADD COLUMN IF NOT EXISTS`. - `pnpm -r typecheck` passed before the Greptile follow-up commits. - `pnpm test:run` ran the full stable Vitest path before the Greptile follow-up commits; it completed with 3 timing-related failures under parallel load: `codex-local-execute.test.ts`, `cursor-local-execute.test.ts`, and `environment-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/codex-local-execute.test.ts src/__tests__/cursor-local-execute.test.ts src/__tests__/environment-service.test.ts` passed on targeted rerun (`24/24`). - `pnpm build` passed before the Greptile follow-up commits. Vite reported existing chunk-size/dynamic-import warnings. - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts src/__tests__/secrets-service.test.ts` passed (`39/39`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server typecheck` passed. - Captured Storybook screenshots from `ui/storybook-static` for visual review. - Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites 1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review` pass; aggregate `verify` is still registering the completed child checks. - Greptile review loop continued through the latest requested pass; all Greptile review threads are resolved and the latest `Greptile Review` check on `5ca3a5cf` passed with 0 comments added. ## Screenshots Before: the provider-vault and remote-import surfaces did not exist on `master`; these are after-state screenshots from the Storybook fixtures.    ## Risks - Migration risk: this adds new secret provider tables and extends existing secret rows. The migrations were checked for monotonic ordering and idempotent guards, but reviewers should still inspect upgrade behavior carefully. - Provider risk: AWS support uses direct SigV4 requests. Automated tests cover signing, request timeouts, vault-config selection, namespace guardrails, pending-version archival, sanitized provider errors, and service-level cleanup paths. A real-vault AWS smoke test remains deployment validation for an operator with AWS credentials rather than an unverified merge blocker in this local branch. - UI risk: the Secrets page and import dialog are large new surfaces; screenshots are included above for reviewer inspection. - Verification risk: the full local stable test command hit parallel-load timing failures, although the exact failed files passed when rerun directly. - Operational risk: remote import intentionally avoids plaintext reads; operators must understand that imported external references resolve at runtime and may fail if AWS permissions change. > 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 with local shell/tool use in the Paperclip worktree. Exact context-window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [ ] 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 Sonnet 4.6 <noreply@anthropic.com>	2026-05-09 18:22:17 -05:00
Dotta	a1b30c9f35	Add planning mode for issue work (#5353) ... ## Thinking Path > - Paperclip is a control plane for autonomous AI companies. > - Issues are the core unit of work, and issue comments are how board users and agents coordinate execution. > - Some issue conversations need to produce plans and approvals instead of immediate implementation work. > - The existing issue contract did not distinguish standard execution comments from planning-oriented issue work. > - This pull request adds an issue work-mode contract and board UI affordances for standard vs planning mode. > - The benefit is that planning-mode issues can be created, displayed, discussed, and carried through agent heartbeat context without losing the normal issue workflow. ## What Changed - Added `standard` / `planning` issue work-mode contracts across DB, shared validators/types, server issue flows, plugin protocol, and adapter heartbeat payloads. - Added an idempotent `0081_optimal_dormammu` migration for `issues.work_mode`, ordered after current `public-gh/master` migrations. - Updated heartbeat/context summaries and issue-thread interaction behavior so planning work mode is preserved when creating suggested follow-up issues. - Added UI support for planning-mode issue creation, issue rows, detail composer styling, and composer work-mode toggles. - Added focused server/shared/UI tests plus a Playwright visual verification spec for planning-mode surfaces. - Rebased the branch onto current `public-gh/master` and added durable planning-mode screenshots under `doc/assets/pap-3368/`. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/issue.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-context-summary.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issues-goal-context-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/ui ui/src/components/IssueChatThread.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/components/IssueRow.test.tsx ui/src/pages/IssueDetail.test.tsx` - `pnpm exec vitest run --project @paperclipai/adapter-utils packages/adapter-utils/src/server-utils.test.ts` - `PAPERCLIP_E2E_SKIP_LLM=true npx playwright test --config tests/e2e/playwright.config.ts tests/e2e/planning-mode-visual-verification.spec.ts` ## Screenshots Desktop planning detail:  Desktop planning row:  Desktop staged standard toggle:  Mobile planning detail:  Mobile planning row:  ## Risks - Medium migration risk: this adds a non-null issue column. The migration uses `ADD COLUMN IF NOT EXISTS` so installations that applied an older branch-local migration number can still apply the final numbered migration safely. - Medium contract risk: issue payloads, plugin payloads, and adapter heartbeat payloads now include work mode; compatibility is handled by defaulting missing values to `standard`. - UI risk is moderate because composer controls changed; focused component tests and visual e2e coverage exercise standard vs planning display and toggle 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 in a local Paperclip worktree, with shell/tool use. Exact context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 07:01:28 -05:00
Dotta	1991ec9d6f	[codex] Split backend control-plane QoL slice (#4700) ... ## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so backend task ownership, recovery, review visibility, and company-scoped limits need to stay enforceable without UI-only coupling. > - Closed PR #4692 bundled those backend changes with UI workflow, docs, skills, workflow, and lockfile churn. > - PAP-2694 asks for a clean backend/control-plane slice from that closed branch. > - This branch starts from current `master` and mines only the `cli`, `packages/db`, `packages/shared`, and `server` contracts/tests needed for the backend behavior. > - It explicitly excludes UI workflow/performance work, `.github/workflows/pr.yml`, `pnpm-lock.yaml`, docs, skills, package-script, adapter UI build-config, and perf fixture script changes; the only UI files are fixture/test updates required by the tightened shared `Company` contract. > - The benefit is a smaller reviewable PR that preserves the control-plane fixes while staying under Greptile s 100-file review limit. ## What Changed - Added company-scoped attachment-size limits through DB schema/migrations, shared company portability contracts, CLI import/export coverage, and server attachment upload enforcement. - Added productivity review service/API behavior for no-comment streak, long-active, and high-churn review issues, including request-depth clamping and issue summary exposure. - Hardened issue ownership and recovery/control-plane paths: peer-agent mutation denial, issue tree pause/resume behavior, stranded recovery origins, and related activity/test coverage. - Preserved related backend contract updates for routine timestamp variables and managed agent instruction bundles because they live in shared/server contracts from the source branch. - Addressed Greptile feedback by making `Company.attachmentMaxBytes` non-optional, simplifying review request-depth clamping, fixing the migration final newline, and enforcing the process-level attachment cap as the final ceiling for uploads. - Added minimal company fixtures needed for repo-wide typecheck/build and kept the PR to 66 changed files with forbidden/non-slice paths excluded. ## Verification - `pnpm install --frozen-lockfile` - `git diff --check origin/master..HEAD` - `git diff --name-only origin/master..HEAD | wc -l` -> 66 files - `git diff --name-only origin/master..HEAD -- .github/workflows/pr.yml pnpm-lock.yaml package.json doc skills .agents scripts packages/adapters` -> no output - `pnpm exec vitest run --config vitest.config.ts packages/shared/src/validators/issue.test.ts packages/shared/src/routine-variables.test.ts packages/shared/src/adapter-types.test.ts cli/src/__tests__/company-import-export-e2e.test.ts cli/src/__tests__/company.test.ts server/src/__tests__/productivity-review-service.test.ts server/src/__tests__/issue-tree-control-service.test.ts server/src/__tests__/issue-tree-control-routes.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/issue-attachment-routes.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/issues-service.test.ts` -> 12 files, 147 tests passed - `pnpm exec vitest run --config vitest.config.ts cli/src/__tests__/company-delete.test.ts cli/src/__tests__/company-import-export-e2e.test.ts server/src/__tests__/productivity-review-service.test.ts` -> 3 files, 18 tests passed - `pnpm exec vitest run --config vitest.config.ts server/src/__tests__/issue-attachment-routes.test.ts` -> 1 file, 6 tests passed - `pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter paperclipai typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck && pnpm --filter @paperclipai/ui build` ## Risks - Includes migrations `0073_shiny_salo.sql` and `0074_striped_genesis.sql`; merge ordering matters if another PR adds migrations first. - This is intentionally backend-only apart from fixture/test updates forced by shared type correctness; UI affordances from PR #4692 are not present here and should land in separate UI slices. - The worktree install emitted plugin SDK bin-link warnings for unbuilt plugin packages, but the targeted tests and package typechecks completed successfully. > 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 16:46:45 -05:00
Dotta	2de893f624	[codex] add comprehensive UI Storybook coverage (#4132) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The board UI is the main operator surface, so its component and workflow coverage needs to stay reviewable as the product grows. > - This branch adds Storybook as a dedicated UI reference surface for core Paperclip screens and interaction patterns. > - That work spans Storybook infrastructure, app-level provider wiring, and a large fixture set that can render real control-plane states without a live backend. > - The branch also expands coverage across agents, budgets, issues, chat, dialogs, navigation, projects, and data visualization so future UI changes have a concrete visual baseline. > - This pull request packages that Storybook work on top of the latest `master`, excludes the lockfile from the final diff per repo policy, and fixes one fixture contract drift caught during verification. > - The benefit is a single reviewable PR that adds broad UI documentation and regression-surfacing coverage without losing the existing branch work. ## What Changed - Added Storybook 10 wiring for the UI package, including root scripts, UI package scripts, Storybook config, preview wrappers, Tailwind entrypoints, and setup docs. - Added a large fixture-backed data source for Storybook so complex board states can render without a live server. - Added story suites covering foundations, status language, control-plane surfaces, overview, UX labs, agent management, budget and finance, forms and editors, issue management, navigation and layout, chat and comments, data visualization, dialogs and modals, and projects/goals/workspaces. - Adjusted several UI components for Storybook parity so dialogs, menus, keyboard shortcuts, budget markers, markdown editing, and related surfaces render correctly in isolation. - Rebasing work for PR assembly: replayed the branch onto current `master`, removed `pnpm-lock.yaml` from the final PR diff, and aligned the dashboard fixture with the current `DashboardSummary.runActivity` API contract. ## Verification - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/ui build-storybook` - Manual diff audit after rebase: verified the PR no longer includes `pnpm-lock.yaml` and now cleanly targets current `master`. - Before/after UI note: before this branch there was no dedicated Storybook surface for these Paperclip views; after this branch the local Storybook build includes the new overview and domain story suites in `ui/storybook-static`. ## Risks - Large static fixture files can drift from shared types as dashboard and UI contracts evolve; this PR already needed one fixture correction for `runActivity`. - Storybook bundle output includes some large chunks, so future growth may need chunking work if build performance becomes an issue. - Several component tweaks were made for isolated rendering parity, so reviewers should spot-check key board surfaces against the live app behavior. ## Model Used - OpenAI Codex, GPT-5-based coding agent in the Paperclip harness; exact serving model ID is not exposed in-runtime to the agent. - Tool-assisted workflow with terminal execution, git operations, local typecheck/build verification, and GitHub CLI PR creation. - Context window/reasoning mode not surfaced 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 - [ ] 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 12:13:23 -05:00