Commit Graph

266 Commits

Author SHA1 Message Date
Dotta 5071c4c776 [codex] Add workspace diff viewer plugin (#6071)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators need to inspect what agents changed inside execution and
project workspaces.
> - The existing workspace detail views did not provide a first-party
rich diff surface for staged, unstaged, head, renamed, binary,
oversized, and untracked changes.
> - The plugin system is the intended extension point for optional rich
UI surfaces.
> - This pull request adds a workspace diff plugin plus host services
and shared contracts so Changes tabs can render workspace diffs through
plugin slots.
> - The diff-renderer dependency should stay owned by the plugin package
rather than the core UI app.
> - The dependency surface must stay aligned with repository PR policy,
including intentionally omitting `pnpm-lock.yaml` from the PR.
> - The benefit is a more reviewable workspace surface without
hard-coding the renderer into every page.

## What Changed

- Added `@paperclipai/plugin-workspace-diff`, including diff
normalization, plugin manifest/worker/UI entrypoints, and focused plugin
tests.
- Kept `@pierre/diffs` scoped to `@paperclipai/plugin-workspace-diff`;
removed the core UI lab diff-renderer surface and direct UI package
dependency.
- Added shared workspace diff types and validators, plus plugin SDK
surface for workspace diff host services.
- Added server workspace diff service support and route coverage for
execution/project workspace diff flows.
- Wired Execution Workspace and Project Workspace Changes tabs to load
the diff plugin, including loading/error fallback behavior.
- Added UI tests and fixtures for the Changes tabs and plugin bridge
behavior.
- Added the new plugin package manifest to the Docker deps stage so PR
policy can validate dependency coverage.
- Addressed review hardening around empty untracked patches, workspace
path exposure, project workspace read capability checks, and default
base refs.

## Verification

- `pnpm --filter @paperclipai/plugin-workspace-diff test`
- `pnpm exec vitest run
packages/shared/src/validators/workspace-diff.test.ts
server/src/__tests__/workspace-diff-service.test.ts
ui/src/pages/ProjectWorkspaceDetail.test.tsx
ui/src/pages/ExecutionWorkspaceDetail.test.tsx`
- `pnpm exec vitest run ui/src/plugins/bridge.test.ts
server/src/__tests__/workspace-runtime-routes-authz.test.ts`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/plugin-workspace-diff typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `node ./scripts/check-docker-deps-stage.mjs`
- Browser screenshot captured from the local worktree dev server:
https://files.catbox.moe/ofdpsp.png
- Confirmed branch is rebased onto `public-gh/master`,
`.github/workflows/pr.yml` is not included in the PR diff,
`ui/package.json` is not included in the PR diff, and `pnpm-lock.yaml`
is not included in the PR diff.

## Risks

- Medium UI integration risk: the Changes tab depends on the plugin slot
and host diff service path.
- Medium dependency risk: this adds `@pierre/diffs` in the plugin
package, but `pnpm-lock.yaml` is intentionally omitted per packaging
instructions because repository automation manages lockfile updates.
- Current CI blocker: downstream frozen installs fail until the
repository policy path for new plugin package dependencies is chosen.
- Diff rendering edge cases are covered for common working-tree and head
diff states, but very large repositories may still expose performance
limits.
- No 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 class coding model, tool-enabled local execution
environment. Exact 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
- [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>
2026-05-18 08:50:06 -05:00
Dotta d734bd43d1 [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>
2026-05-17 17:15:06 -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 4142559c37 [codex] Add blocked inbox attention view (#5603)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies through
company-scoped issues, comments, approvals, and execution workspaces.
> - Operators need the Inbox to show not only active work, but also
blocked work that may need human or agent attention.
> - The existing inbox experience did not have a dedicated blocked-work
surface, so blocked tasks were harder to triage and resume deliberately.
> - Backend consumers also needed a compact attention signal that
distinguishes actionable blockers from covered or waiting blocker
states.
> - This pull request adds a Blocked Inbox tab backed by issue
blocker-attention metadata, shared validators, and UI helpers.
> - The benefit is a clearer triage path for stalled or blocked
Paperclip work without exposing external wait internals in the
operator-facing UI.

## What Changed

- Added shared issue blocker-attention types, validators, and exports
for the API/UI contract.
- Added backend blocker-attention computation and issue route support
for blocked inbox data.
- Added the Blocked Inbox tab, blocked reason chips, filtering/search
UI, responsive layouts, and Storybook stories.
- Updated inbox helpers and page behavior so toolbar controls only
appear where they apply.
- Added coverage for shared validators, server blocker-attention
behavior, blocked inbox UI helpers/components, and the Inbox page.
- Added a screenshot helper script for the blocked inbox Storybook
stories.
- Addressed Greptile feedback by making urgency sorting deterministic
for null stop times, avoiding full blocked-inbox list enrichment for
counts, and hardening the screenshot helper.

## Verification

- Rebased the branch cleanly onto `public-gh/master`.
- Confirmed the diff does not include `pnpm-lock.yaml`.
- Confirmed the diff does not include database migration files.
- Ran `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-blocker-attention.test.ts
ui/src/components/BlockedInboxView.test.tsx
ui/src/components/BlockedReasonChip.test.tsx
ui/src/lib/blockedInbox.test.ts ui/src/lib/inbox.test.ts
ui/src/pages/Inbox.test.tsx`.
- Ran `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck`.
- Checked `ROADMAP.md`; this is scoped inbox/operator triage work and
does not duplicate a listed roadmap feature.
- Greptile Review is green on the latest head and all four Greptile
review threads are resolved.
- GitHub PR checks are green on the latest head: policy, security/snyk,
e2e, verify, Canary Dry Run, Greptile Review, and serialized server
suites 1/4 through 4/4.

## Risks

- Medium review surface because this touches the shared issue contract,
server issue services, and the Inbox UI together.
- Blocker-attention classification may need product tuning after
operators use it on real blocked queues.
- UI screenshots were not attached in this PR-opening pass; the branch
includes `scripts/screenshot-blocked-inbox.mjs` and Storybook stories
for visual capture.

> 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 shell, git, GitHub CLI,
GitHub connector, and Paperclip API tool use. Reasoning mode: medium.
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
- [ ] 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>
2026-05-13 16:41:36 -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
Devin Foley c445e59256 fix(ui): fix message attribution for agent-posted comments with user author IDs (#5780)
## Thinking Path

> - Paperclip’s issue chat is an audit surface: reviewers need to trust
who actually authored a message.
> - Some historical agent comments were persisted with `authorUserId`
and no surviving `createdByRunId`, so the UI rendered real agent output
as if it came from the board user.
> - A pure timestamp-window fallback is too risky because human
reviewers can comment while agents are running.
> - The safe recovery path is to derive attribution only when the server
can prove it from same-issue run logs that include the exact posted
comment id, then let the chat renderer prefer that recovered agent
attribution.
> - This keeps historical threads trustworthy without mutating old
database rows or guessing in ambiguous cases.

## What Changed

- Added shared `IssueComment` fields for derived attribution so server
and UI can carry recovered `derivedAuthorAgentId`,
`derivedCreatedByRunId`, and `derivedAuthorSource` consistently.
- Added server-side attribution recovery in
`server/src/services/issues.ts` that reads same-issue run logs and only
derives agent authorship when a run log contains the exact `comment id:
...` emitted during posting.
- Updated issue chat rendering in `ui/src/lib/issue-chat-messages.ts` to
prefer direct agent authorship, then activity-log `runAgentId`, then the
server-derived attribution.
- Removed the unsafe UI-only run-window fallback from
`ui/src/pages/IssueDetail.tsx` so human comments posted during an active
run are not silently relabeled as agent output.
- Added regression coverage for both the run-log derivation path and the
chat-rendering fallback behavior.
- Bounded server-side run-log enrichment to 8 concurrent reads per
request and removed the unused `issueCommentSchema` declaration during
PR cleanup.

## Verification

- `pnpm exec vitest run ui/src/lib/issue-chat-messages.test.ts
server/src/__tests__/issues-service.test.ts`
- `pnpm test:run:general`
- Live validation on May 12, 2026 in `PAPA-322`: confirmed the
previously misattributed historical comments on `PAPA-316` now render as
Claude-authored on `http://goldie.gerbil-company.ts.net:3100`.
- Reviewer check: open `PAPA-316` in the running instance and confirm
historical comments such as `## Investigation: exe.dev 422 + codex
re-test` render under Claude instead of the board user.

## Risks

- Low risk. The change is scoped to comment attribution recovery and
rendering.
- Derived attribution is intentionally conservative: if there is no
exact run-log proof, the comment remains user-authored instead of
guessing.
- Run-log recovery depends on retained same-issue logs, so older
comments without that evidence remain unchanged.

## Model Used

- OpenAI Codex via the Paperclip `codex_local` adapter (GPT-5-class
coding agent with tool use in the local Paperclip runtime; the exact
deployment/model ID is not surfaced by this workspace).

## 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
- [ ] 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 01:20:49 -07:00
Devin Foley 534aee66ae Add cursor_cloud adapter for Cursor SDK + Cloud Agents API v1 (#5664)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - There are many adapter types, one per agent-runtime product (Claude,
Codex, OpenCode, Cursor local CLI, etc.)
> - Cursor shipped a public TypeScript SDK on 2026-04-29 that exposes
Cursor's full hosted-agent platform (cloud VMs, harness, MCP, skills,
hooks)
> - Paperclip had no first-class adapter for this — agents that wanted
to use Cursor's managed cloud runtime had to fall back to the local CLI
adapter, which loses the cloud session, streaming, and durable run model
> - This PR adds a new `cursor_cloud` adapter built directly on
`@cursor/sdk`, with Paperclip's heartbeat mapped to Cursor's
durable-agent + per-run model
> - The benefit is that any Paperclip agent can now drive a Cursor cloud
agent across heartbeats with native session reuse, streaming, and
cancellation, while Paperclip remains the source of truth for issue/task
state

## What Changed

- New built-in adapter package `packages/adapters/cursor-cloud` (15
files, ~1.7k LOC) backed by `@cursor/sdk` ^1.0.12
- `src/server/execute.ts` — SDK-first lifecycle: `Agent.create` /
`Agent.resume` / `Agent.getRun` / `agent.send` / `run.stream` /
`run.wait`, with session reuse keyed on the (runtime env type, env name,
repo set) tuple
- `src/server/session.ts` — codec for `cursorAgentId` + `latestRunId` +
repo metadata, persisted in `runtime.sessionParams`
- `src/server/test.ts` — environment probe via `Cursor.me()` and
optional model validation via `Cursor.models.list()`
- `src/ui/parse-stdout.ts` + `src/cli/format-event.ts` — normalize
Cursor SDK message types (`status`, `thinking`, `assistant`, `user`,
`tool_call`, `tool_result`, `result`) into Paperclip transcript events
for the UI and CLI
- Registrations: `packages/shared/src/constants.ts`,
`packages/adapter-utils/src/session-compaction.ts`,
`server/src/adapters/{registry,builtin-adapter-types}.ts`,
`ui/src/adapters/{registry,adapter-display-registry}.ts` +
`ui/src/adapters/cursor-cloud/index.ts`, `cli/src/adapters/registry.ts`,
plus workspace deps in `cli`/`server`/`ui` `package.json`
- `ui/src/components/AgentConfigForm.tsx` — hide local-Cursor
`mode`/thinking-effort field for `cursor_cloud` (different config
surface)
- 11 vitest tests covering execute paths (fresh create, matching-resume,
active-run reattach, non-finished result), session codec round-trip,
transcript parsing, and config building

## Verification

Reviewer steps:

```bash
pnpm install
pnpm --filter @paperclipai/adapter-cursor-cloud typecheck   # → clean
pnpm vitest run packages/adapters/cursor-cloud              # → 11/11 passing
```

End-to-end check against a real Cursor cloud agent (requires
`CURSOR_API_KEY` and Cursor GitHub-app install on the target repo):

1. Create a `cursor_cloud` agent in Paperclip with `repoUrl` set to the
test repo, `repoStartingRef: main`, and `env.CURSOR_API_KEY` set
2. Trigger a heartbeat → adapter calls `Agent.create({ cloud: { env: {
type: "cloud" }, repos: [...] } })`, streams events, terminates on
`finished`
3. Trigger a second heartbeat → adapter calls `Agent.resume` or
`agent.send` follow-up depending on prior-run state, reusing
`cursorAgentId`
4. The Paperclip UI/CLI transcript reflects Cursor `status` / `thinking`
/ `assistant` events as they stream
5. Cancellation from Paperclip maps to `run.cancel()` or Cloud API v1
`cancelRun` for cross-heartbeat cancellation

A direct-SDK smoke run against a real repo (devinfoley/my_test_project @
main) confirmed: `Cursor.me()` ok → `Agent.create` → `agent.send` →
`run.stream()` (30 events) → terminal status `finished` in ~11s.

## Risks

- **New adapter, additive only.** No existing adapter or registry is
replaced; current `cursor` local-CLI adapter is untouched. Default
behavior of any existing agent is unchanged.
- **External dependency on `@cursor/sdk`.** Cursor's SDK is v1.0.x and
may evolve. Mocked unit tests cover the public surface used here; if the
SDK breaks compatibility we update the adapter independently.
- **Cost/budget.** `cursor_cloud` runs on Cursor's billed cloud VMs;
operators must understand they are spending money outside Paperclip's
budget controls when they enable this adapter. Same shape as other
API-billed adapters.
- **No webhook support in V1.** The SDK already provides
stream/wait/cancel/reattach, so V1 does not require a public callback
URL. If a future use case needs out-of-band wakes, we add a Cloud API v1
webhook bridge as a separate change. This is called out in the issue
plan document.
- **Lockfile.** Per repo policy, `pnpm-lock.yaml` is intentionally not
in this PR — CI's lockfile workflow will update it on merge given the
manifest changes.

## Model Used

- Provider: Anthropic Claude (via Claude Code / Paperclip `claude_local`
adapter)
- Model: `claude-opus-4-7` (Claude Opus 4.7), knowledge cutoff January
2026
- Mode: standard tool-use with extended reasoning
- Context: ~200k token window
- Capabilities used: code generation, multi-file edits, shell/test
execution, GitHub PR workflow

## 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 (11/11 in
`packages/adapters/cursor-cloud`)
- [x] I have added or updated tests where applicable (4 new test files,
11 cases)
- [ ] If this change affects the UI, I have included before/after
screenshots (the only UI change is hiding the local-Cursor mode field on
the `cursor_cloud` adapter — happy to attach a screenshot if the
reviewer wants one)
- [x] I have updated relevant documentation to reflect my changes (issue
plan document supersedes the pre-SDK design; tracked in PAPA-203)
- [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>
2026-05-10 17:21:04 -07:00
Dotta 0096b56a1c [codex] Add LLM Wiki plugin host support (#5597)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The plugin system needs host contracts and runtime support before
large plugins can integrate cleanly.
> - The source branch mixed the LLM Wiki package with supporting
host/runtime work, managed plugin skills, root-level storage spaces, and
a bookmarks reference plugin.
> - [PAP-9173](/PAP/issues/PAP-9173) asked for the current branch to be
split by file boundary: plugin package separately from everything else.
> - [PAP-9188](/PAP/issues/PAP-9188) clarified that LLM Wiki may have
plugin-local spaces, but Paperclip core should not reorganize top-level
local storage into spaces.
> - Follow-up review clarified that the bookmarks example should not
ship in this PR either.
> - This pull request contains the
non-`packages/plugins/plugin-llm-wiki/` host/runtime work, keeps runtime
state under the selected Paperclip instance root, and no longer includes
the bookmarks example.

## What Changed

- Added/updated plugin host contracts, SDK types, worker RPC plumbing,
managed plugin skill support, and related server tests.
- Removed the bookmarks example plugin package and its
bundled-example/workspace references.
- Removed the root-level local spaces CLI/migration surface and restored
instance-root runtime defaults for config, db, logs, storage, secrets,
workspaces, projects, and adapter homes.
- Replaced shared root `space-paths` helpers with `home-paths` helpers
for core runtime storage.
- Tightened stranded recovery unique-conflict detection so concurrent
recovery scans reuse the raced recovery issue when Postgres errors are
wrapped.
- Kept `packages/plugins/plugin-llm-wiki/` out of this PR diff;
plugin-local spaces remain in the stacked plugin-only PR.

## Verification

- `pnpm exec vitest run cli/src/__tests__/data-dir.test.ts
cli/src/__tests__/home-paths.test.ts cli/src/__tests__/onboard.test.ts
packages/shared/src/home-paths.test.ts
packages/db/src/runtime-config.test.ts
server/src/__tests__/agent-instructions-service.test.ts
server/src/__tests__/claude-local-execute.test.ts
server/src/__tests__/codex-local-execute.test.ts`
- `pnpm exec vitest run packages/db/src/runtime-config.test.ts`
- `pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "reuses the
raced stranded recovery issue"` skipped locally because embedded
Postgres did not initialize on this macOS temp host; the code path was
typechecked and is covered by Linux CI.
- Boundary check: no core references remain for `PAPERCLIP_SPACE_ID`,
`spaces migrate-default`, `@paperclipai/shared/space-paths`,
`registerSpacesCommands`, or the removed bookmarks example.
- Previous PR head `4f23e034` had green GitHub checks: `verify`, all
four serialized server shards, `e2e`, `Canary Dry Run`, `policy`, Snyk,
and `Greptile Review`. Current head `582f466d` is re-running checks
after the bookmarks deletion.

## Risks

- Plugin host changes touch shared runtime paths, so regressions would
most likely appear in adapter startup, plugin loading, or local dev path
defaults.
- Removing the bookmarks example also removes one demonstration of
plugin database namespaces plus local-folder persistence; remaining
plugin examples still cover bundled example discovery and plugin host
flows.
- The plugin package itself is intentionally deferred to the stacked
plugin-only PR, where LLM Wiki plugin-local spaces live.
- Existing installs that tested the transient root-level spaces CLI
should stop using it; this PR intentionally removes that unsupported
migration surface before merge.

> 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 via Codex CLI, tool use and local code execution
enabled; context window not exposed.

## 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, except where noted above
for host-specific embedded Postgres initialization
- [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

Stacked follow-up: PR #5592 contains only
`packages/plugins/plugin-llm-wiki/` and targets this branch.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-10 07:34:12 -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.

![Secrets
inventory](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secrets-inventory.png)

![Secret binding
picker](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secret-binding-picker.png)

![Environment editor with
secrets](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/env-editor-with-secrets.png)

## 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
Devin Foley 0e1a582831 Revert "Add experimental newest-first issue thread" (#5460)
This is actually bad. Glad it was under experiments.
2026-05-07 16:50:31 -07:00
Devin Foley a904effb96 Add experimental newest-first issue thread (#5455)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies, so issue
threads are a core operator surface for reviewing work.
> - The issue detail page is the place where humans read agent messages,
user comments, and execution context together.
> - That thread originally rendered oldest-first, which made recent
activity harder to see during active review.
> - Reversing the thread order changes navigation expectations,
timestamp placement, and the "Jump to latest" affordance, so the UI
behavior needed to move as a coherent set.
> - Because this is a visible core-product behavior shift, it also
needed a safe rollout path instead of becoming the default immediately.
> - This pull request adds the newest-first issue thread behavior behind
an Experimental setting, updates the thread UI to match that mode, and
keeps the legacy oldest-first experience unchanged by default.
> - The benefit is that reviewers can opt into a more recent-first issue
workflow without forcing a global behavior change on every Paperclip
instance.

## What Changed

- Reversed issue thread rendering so the newest comments and messages
appear first when the experiment is enabled.
- Moved the plain comment timestamp into the card header in newest-first
mode and kept the legacy timestamp placement for oldest-first mode.
- Moved the `Jump to latest` control to the bottom of the thread in
newest-first mode while leaving the existing top placement for the
legacy mode.
- Added the `Enable Newest-First Issue Thread` experimental instance
setting and wired issue detail to read that toggle.
- Added regression coverage for thread order, timestamp placement,
jump-button placement, and the issue-detail experiment toggle behavior.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`
- Focused checks that also passed during issue review:
- `pnpm vitest run src/components/IssueChatThread.test.tsx
src/pages/IssueDetail.test.tsx` in `ui/`
- `pnpm vitest run src/__tests__/instance-settings-routes.test.ts` in
`server/`
- Manual review path:
- Enable `Instance Settings > Experimental > Enable Newest-First Issue
Thread`
- Open an issue with comments/messages and confirm newest activity
renders first, timestamps move into the header, and `Jump to latest`
sits below the thread
- Disable the experiment and confirm the legacy oldest-first behavior
returns

## Risks

- Low risk: the behavioral change is gated behind an instance-level
experimental toggle and defaults off.
- The main regression risk is thread navigation drift between the two
modes, especially around anchor scrolling and the `Jump to latest`
affordance.
- There is some UI coupling between issue-detail query state and
experimental settings fetches, so future changes in that area should
keep both modes covered.
- Screenshots are not attached in this PR body; verification is
described with automated coverage and manual steps instead.

> I checked [`ROADMAP.md`](ROADMAP.md). This is a scoped issue-thread UX
improvement and rollout gate, not a duplicate of a roadmap-level planned
core feature.

## Model Used

- OpenAI Codex via the local `codex_local` Paperclip adapter,
GPT-5-based coding agent with terminal tool use and local code execution
in this repository 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
- [ ] 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
2026-05-07 16:45:12 -07:00
Dotta e400315cbf Guard assigned backlog liveness (#5428)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The issue graph and liveness recovery system decide whether assigned
work is executable or parked
> - Assigned issues created without an explicit status could silently
land in backlog, making parents look blocked with no productive wake
path
> - The server, shared validators, recovery analysis, and UI all need to
agree on that execution semantic
> - This pull request makes assigned issue creation default to `todo`,
flags assigned backlog blockers, and surfaces the state in the board
> - The benefit is that parked assigned work becomes intentional and
visible instead of creating silent liveness stalls

## What Changed

- Adds contract tests for assigned issue creation defaults.
- Defaults assigned issue creation to `todo` when status is omitted
while preserving explicit `backlog` parking.
- Exposes `resolveCreateIssueStatusDefault` through shared validators.
- Teaches liveness/blocker attention paths to distinguish assigned
backlog blockers.
- Adds UI notices, row/header badges, and issue detail safeguards for
assigned backlog blockers.
- Adds Storybook fixtures and execution-semantics documentation for the
assigned-backlog behavior.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-assigned-backlog-contract-routes.test.ts
server/src/__tests__/issue-blocker-attention.test.ts
server/src/__tests__/issue-liveness.test.ts
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts
ui/src/components/IssueAssignedBacklogNotice.test.tsx
ui/src/components/IssueRow.test.tsx` — 50 passed, 23 skipped.
- Skipped tests were embedded Postgres suites on this host with the repo
skip message: `Postgres init script exited with code null. Please check
the logs for extra info. The data directory might already exist.`
- Pairwise merge check against the issue-controls PR branch completed
without conflicts via `git merge --no-commit --no-ff` in a temporary
worktree.
- Screenshots for assigned-backlog UI states:
[light](docs/pr-screenshots/pr-5428/assigned-backlog-light.png),
[dark](docs/pr-screenshots/pr-5428/assigned-backlog-dark.png).
- Follow-up checks: `pnpm --filter /ui typecheck`; `pnpm --filter
/mcp-server build`; `pnpm --filter /mcp-server test`; `pnpm exec vitest
run packages/shared/src/validators/issue.test.ts`; focused UI component
tests.
- Remote PR checks on head `6300b3c`: policy, verify, serialized server
shards 1/4-4/4, Canary Dry Run, e2e, Greptile Review, and Snyk all
passed.

## Risks

- Medium: changes status defaulting for assigned issue creation when the
caller omits status. Explicit `backlog` remains supported, and
server/shared tests cover both paths.
- Medium: liveness classification changes can affect blocker attention
labels; focused service and UI tests cover the new assigned-backlog
state.

> 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-enabled
Paperclip heartbeat environment. Context window and internal reasoning
mode are 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>
2026-05-07 12:25:26 -05:00
Dotta 772fc92619 Add issue controls and retry-now recovery (#5426)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Issue operators need clear controls for execution settings, model
overrides, and recovery retries
> - Existing issue properties hid useful adapter override state and did
not expose a board-triggered retry for scheduled heartbeat recovery
> - Scheduled retries also need to respect the same safety gates as
normal execution instead of bypassing budget, review, pause, dependency,
or terminal-state checks
> - This pull request adds the issue property controls and retry-now
surfaces together because they share the issue details/properties UI
> - The benefit is that operators can inspect and adjust issue execution
settings and safely trigger pending scheduled recovery without hidden
control-plane behavior

## What Changed

- Adds editable issue assignee model override controls in
`IssueProperties`, with focused coverage.
- Removes the stale workspace tasks link from issue properties.
- Adds a scheduled retry `retry-now` backend path and shared response
types.
- Adds main-pane and properties-pane scheduled retry UI, backed by a
shared `useRetryNowMutation` hook.
- Adds suppression coverage for budget hard stops, review participant
changes, subtree pause holds, unresolved blockers, terminal issues, and
company scoping.
- Updates the `IssueProperties` test harness with toast actions required
by the retry-now hook.

## Verification

- `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx
ui/src/components/IssueScheduledRetryCard.test.tsx` — 31 passed.
- `pnpm exec vitest run
server/src/__tests__/issue-scheduled-retry-routes.test.ts` — exited 0,
but this host skipped the embedded Postgres route tests with: `Postgres
init script exited with code null. Please check the logs for extra info.
The data directory might already exist.`
- Pairwise merge check against the assigned-backlog PR branch completed
without conflicts via `git merge --no-commit --no-ff` in a temporary
worktree.

### Visual verification screenshots

Storybook story: `Product/Issue Scheduled retry surfaces /
ScheduledRetrySurfaces`.

![Scheduled retry card and issue properties rows -
desktop](https://raw.githubusercontent.com/paperclipai/paperclip/62fb566f357312b43b9162af02252d0175530a8f/docs/assets/pr-5426/scheduled-retry-story-desktop.png)

![Scheduled retry card and issue properties rows -
mobile](https://raw.githubusercontent.com/paperclipai/paperclip/62fb566f357312b43b9162af02252d0175530a8f/docs/assets/pr-5426/scheduled-retry-story-mobile.png)

## Risks

- Medium: this touches issue execution/retry behavior, so CI should run
the embedded Postgres route tests on a host that can initialize
Postgres.
- Low-to-medium UI risk around duplicated retry-now entry points; both
surfaces share one mutation hook to keep behavior consistent.

> 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-enabled
Paperclip heartbeat environment. Context window and internal reasoning
mode are 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>
2026-05-07 12:23:13 -05:00
Dotta d0e9cc76f2 Show workspace changes and stale notices in issue threads (#5356)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The issue thread is the operator's durable audit trail for what
changed and why
> - Workspace changes and stale disposition notices need to be visible
in that same timeline without noisy or misleading rendering
> - The local branch already contained backend activity details,
timeline conversion, and UI rendering work for those events
> - This pull request isolates the issue-thread activity work into a
standalone branch against `origin/master`
> - The benefit is a focused audit-trail PR that can merge independently
of the sidebar/operator UI polish branch

## What Changed

- Adds readable workspace-change activity details to issue update
activity events.
- Surfaces workspace-change events in issue chat/timeline rendering.
- Makes the existing issue comment migration idempotent.
- Folds and renders stale disposition notices inline so they match
activity-log styling and spacing.
- Adds focused route, timeline, and issue-thread system notice coverage.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run
server/src/__tests__/issue-activity-events-routes.test.ts
ui/src/lib/issue-timeline-events.test.ts
ui/src/components/IssueChatThreadSystemNotice.test.tsx` — 3 files
passed, 22 tests passed.
- Confirmed the PR changes 9 files and does not include `pnpm-lock.yaml`
or `.github/workflows/*`.
- `pnpm exec vitest run
server/src/__tests__/issue-closed-workspace-routes.test.ts` — 1 file
passed, 4 tests passed.
- `pnpm exec vitest run
server/src/__tests__/issue-activity-events-routes.test.ts
ui/src/lib/issue-timeline-events.test.ts
ui/src/components/IssueChatThreadSystemNotice.test.tsx
server/src/services/recovery/successful-run-handoff.test.ts
packages/shared/src/validators/issue.test.ts` — 5 files passed, 54 tests
passed.
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck`.
- `pnpm --filter @paperclipai/ui typecheck` after adding the Storybook
screenshot fixture.
- Captured Storybook screenshots for the new UI rendering paths:
- Collapsed stale notice + workspace-change row:
`docs/pr-screenshots/pr-5356/issue-thread-notices-collapsed.png`
- Expanded stale notice details:
`docs/pr-screenshots/pr-5356/issue-thread-notices-expanded.png`


### Screenshots

Collapsed stale notice with workspace-change row:

![Collapsed stale notice with workspace-change
row](docs/pr-screenshots/pr-5356/issue-thread-notices-collapsed.png)

Expanded stale notice details:

![Expanded stale notice
details](docs/pr-screenshots/pr-5356/issue-thread-notices-expanded.png)

## Risks

- Moderate risk: this touches issue activity serialization and
issue-thread rendering, both of which are central operator surfaces.
- Migration risk is low: the only migration change makes an existing
migration idempotent.
- No new migrations are introduced, so there is no cross-PR migration
ordering requirement.

> 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, shell/tool-use enabled, used to
split the existing branch, verify the isolated PR branch, and create
this PR.

## 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 09:00:54 -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
detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-detail.png)

Desktop planning row:

![Desktop planning
row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-row.png)

Desktop staged standard toggle:

![Desktop staged standard
toggle](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-standard-toggle.png)

Mobile planning detail:

![Mobile planning
detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-detail.png)

Mobile planning row:

![Mobile planning
row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-row.png)

## 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 320fd5d23b Add full company search page (#5293)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators need to find work, documents, agents, projects, comments,
and activity across a company without jumping through separate surfaces.
> - The existing Command-K flow was useful for fast navigation but not
enough for deeper company-wide discovery.
> - Search also needs company-scoped backend contracts, query cost
controls, and indexed document matching so it stays safe as company data
grows.
> - This pull request adds a full company search API and a dedicated
board search page that Command-K can hand off to.
> - The benefit is a single searchable control-plane surface with richer
result context, recents, highlights, and test coverage across server and
UI behavior.

## What Changed

- Added a company-scoped search endpoint/service with query validation,
rate limiting, text matching, fuzzy title matching, and result typing
shared through `@paperclipai/shared`.
- Added idempotent search migrations for document search indexes and
fuzzy matching support.
- Added the full `/companies/:companyKey/search` UI, search result row
components, highlighted snippets, recent searches, and sidebar/Command-K
handoff.
- Added Storybook coverage for search surfaces and Vitest coverage for
server search behavior, rate limiting, route generation, Command-K
behavior, and the search page.
- Addressed Greptile findings by renaming the no-match SQL helper,
applying search pagination after cross-type merge sorting, and
lazy-initializing the default search service so unrelated route-test
mocks do not need to know about it.
- Merged current `public-gh/master` and renumbered the search migrations
behind upstream `0078_white_darwin`: search indexes are now
`0079_company_search_document_indexes` and fuzzy matching is
`0080_company_search_fuzzystrmatch`.

## Verification

- `git fetch public-gh master`
- `git diff --check public-gh/master...HEAD`
- `git diff --name-only public-gh/master...HEAD | rg '^pnpm-lock\.yaml$'
|| true` produced no output before opening the PR.
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/company-search-service.test.ts
server/src/__tests__/company-search-rate-limit-routes.test.ts
ui/src/pages/Search.test.tsx ui/src/components/CommandPalette.test.tsx
ui/src/lib/company-routes.test.ts` passed: 5 files, 25 tests.
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck
&& pnpm --filter @paperclipai/ui typecheck` passed.
- `pnpm exec vitest run
server/src/__tests__/company-search-service.test.ts
server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm
--filter @paperclipai/server typecheck` passed after Greptile pagination
fixes.
- `pnpm exec vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/company-search-rate-limit-routes.test.ts
server/src/__tests__/company-search-service.test.ts && pnpm --filter
@paperclipai/server typecheck` passed after the CI mock fix.
- After resolving the migration conflict with current
`public-gh/master`: `pnpm --filter @paperclipai/db typecheck && pnpm
exec vitest run server/src/__tests__/company-search-service.test.ts
server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm
--filter @paperclipai/server typecheck` passed.
- DB migration numbering check passed as part of `@paperclipai/db`
typecheck.
- UI states are covered by the added Storybook stories in
`ui/storybook/stories/search.stories.tsx`.
- GitHub reports the PR merge state as `CLEAN` on head `18e54fa8`.
- GitHub PR checks are green on head `18e54fa8`: policy, verify,
serialized server shards 1/4 through 4/4, e2e, canary dry run, Snyk, and
Greptile Review.

## Risks

- Search ranking and snippets are new user-facing behavior, so reviewers
should check whether result ordering feels right on real company data.
- Search touches broad company data, so company scoping and query
cost/rate-limit behavior should be reviewed carefully.
- The migrations add search indexes/extensions; they are idempotent with
`IF NOT EXISTS` for users who may have applied an earlier branch
migration number.

> ROADMAP.md checked. This PR adds a focused board search surface and
does not duplicate an open roadmap item.

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool-enabled shell/git/GitHub CLI
session with medium reasoning effort. Existing branch commits were
produced across prior agent sessions; this packaging pass verified,
opened the PR, addressed Greptile findings, resolved migration conflicts
after upstream PRs landed, and got PR checks green.

## 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>
Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 06:32:37 -05:00
Dotta 424e81d087 Improve operator workflow QoL (#5291)
## Thinking Path

> - Paperclip is a control plane operators use repeatedly to supervise
agent companies.
> - Common operator workflows depend on fast scanning of inboxes, issue
sidebars, workspaces, cost totals, and runtime services.
> - Several small UI and service gaps made those workflows slower or
less clear.
> - This pull request groups the operator-facing QoL changes that can
stand alone from recovery and adapter work.
> - The benefit is a denser, clearer board experience for issue triage
and workspace operation.

## What Changed

- Added inbox assignee/project grouping and issue list token/runtime
totals.
- Improved issue properties with removable blocker chips and workspace
task links.
- Improved execution workspace layout, runtime controls, issues tab
default, and stopped-port reuse behavior.
- Added mobile markdown/routine dialog fixes, page title company names,
sidebar polish, and dashboard run task label cleanup.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run ui/src/lib/inbox.test.ts
ui/src/components/IssueProperties.test.tsx
ui/src/components/WorkspaceRuntimeControls.test.tsx
server/src/__tests__/workspace-runtime.test.ts
server/src/__tests__/costs-service.test.ts`

## Risks

- Medium UI risk because this touches several operator surfaces. The
branch is intentionally grouped around workflow/QoL files and keeps the
file count below the Greptile limit.

## Model Used

- OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with
shell/git/GitHub CLI tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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 06:30:44 -05:00
Dotta 454edfe81e Add recovery handoff system notices (#5289)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Agent runs can end productively while the source issue still lacks a
durable final disposition.
> - That leaves the control plane unsure whether to resume, escalate, or
close the work.
> - Issue comments also need a presentation contract so system-authored
recovery notices can render as first-class thread messages without
overloading normal comments.
> - This pull request adds successful-run handoff recovery, comment
presentation metadata, and system notice rendering.
> - The benefit is stricter task liveness with clearer operator-facing
recovery state.

## What Changed

- Added successful-run handoff decisions, wake payloads, escalation
behavior, and recovery tests.
- Added issue comment presentation metadata with migration
`0078_white_darwin.sql` and shared/server/company portability support.
- Rendered recovery/system notices in issue chat with dedicated UI
components, fixtures, tests, and storybook/lab coverage.
- Included the current recovery model-profile hint patch so automatic
recovery follow-ups use the cheap profile.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run
server/src/services/recovery/successful-run-handoff.test.ts
ui/src/components/SystemNotice.test.tsx
ui/src/lib/system-notice-comment.test.ts
ui/src/components/IssueChatThreadSystemNotice.test.tsx`

## Risks

- Migration-bearing PR: merge this before any other branch that might
later add a migration.
- The branch touches both recovery services and issue-thread rendering,
so review should pay attention to recovery wake idempotency and comment
metadata compatibility.

## Model Used

- OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with
shell/git/GitHub CLI tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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 06:05:58 -05:00
Dotta d6d7a7cea6 Add routine revision history and restore flow (#5285)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - Routines are the scheduled/recurring work surface that keeps a
company operating without manual kicks.
> - Operators need routine edits to be auditable and recoverable,
especially when routines control assignments, prompts, triggers, and
webhook secrets.
> - Documents already have revision-style safety, but routines did not
have equivalent history or restore semantics.
> - This pull request adds append-only routine revisions across the
database, shared contracts, server routes, and board UI.
> - The benefit is safer routine iteration: users can inspect history,
compare changes, restore older definitions, and avoid overwriting newer
edits.

## What Changed

- Added `routine_revisions` storage, latest revision pointers on
routines, shared types, validators, and API docs for routine revision
history.
- Added server service/route support for listing routine revisions,
conflict-aware routine saves, and append-only restore operations.
- Added a History tab on routine detail with revision preview,
structured change summaries, description line diffs, dirty-edit
blocking, restore confirmation, and restored webhook secret surfacing.
- Extracted the line diff helper from `DocumentDiffModal` into
`ui/src/lib/line-diff.ts` for reuse.
- Rebased the branch onto current `public-gh/master` and renumbered the
routine revision migration to `0077_unusual_karnak` after upstream
`0076_useful_elektra`.
- Made the `0077` routine revision migration idempotent so installs that
already applied the branch-local `0076_unusual_karnak` can safely
advance.
- Updated the plugin SDK test harness routine fixture with the new
revision fields required by the shared `Routine` contract.

## Verification

- `pnpm --filter @paperclipai/db run check:migrations` passed.
- `pnpm exec vitest run --project @paperclipai/shared
packages/shared/src/validators/routine.test.ts` passed.
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/lib/line-diff.test.ts
ui/src/components/RoutineHistoryTab.test.tsx
ui/src/lib/workspace-routines.test.ts ui/src/pages/Routines.test.tsx`
passed.
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/routines-service.test.ts --pool=forks
--poolOptions.forks.isolate=true` passed.
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/routines-routes.test.ts --pool=forks
--poolOptions.forks.isolate=true` passed.
- `pnpm --filter @paperclipai/plugin-sdk typecheck` passed after
updating the SDK test harness fixture.
- `pnpm --filter @paperclipai/plugin-sdk build` passed; this refreshed
local generated SDK output needed by plugin example typechecks.
- `pnpm -r typecheck` passed.

## Risks

- Medium migration risk: this adds routine revision storage and
backfills existing routines. The migration is ordered after upstream
`0076` and uses `IF NOT EXISTS` / duplicate-object guards to tolerate
earlier branch-local migration application.
- Restore behavior intentionally appends a new revision instead of
mutating history; callers expecting an in-place rollback need to follow
the new latest revision pointer.
- Restoring webhook triggers recreates webhook secret material, so users
must copy newly surfaced secrets after restore.
- Conflict-aware saves now reject stale routine edits when the client
sends an older `baseRevisionId`.

> 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 shell/tool use in a local
git worktree. 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

Screenshots: not attached in this draft PR; the new UI flow is covered
by component tests listed above.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-05 11:54:52 -05:00
Dotta 3c73ed26b5 Expand plugin host surface (#5205)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The plugin system is the extension boundary for optional product
capabilities
> - Rich plugins need more than a worker entrypoint: they need scoped
database storage, local project folders, managed agents/routines, host
navigation, and reusable UI components
> - The LLM Wiki work exposed those missing host surfaces while keeping
plugin code outside the core control plane
> - This pull request expands the core plugin host, SDK, server APIs,
and UI bridge so plugins can declare and use those surfaces
> - The benefit is that future plugins can integrate with Paperclip
through documented, validated contracts instead of bespoke server or UI
imports

## What Changed

- Added plugin-managed database namespaces and migration tracking,
including Drizzle schema/migration files and SQL validation for
namespace isolation.
- Added server support for plugin local folders, managed agents, managed
routines, scoped plugin APIs, and plugin operation visibility.
- Expanded shared plugin manifest/types/validators and SDK
host/testing/UI exports for richer plugin surfaces.
- Added reusable UI pieces for file trees, managed routines, resizable
sidebars, route sidebars, and plugin bridge initialization.
- Updated plugin docs and example plugins to use the expanded host and
SDK surface.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
packages/shared/src/validators/plugin.test.ts
server/src/__tests__/plugin-database.test.ts
server/src/__tests__/plugin-local-folders.test.ts
server/src/__tests__/plugin-managed-agents.test.ts
server/src/__tests__/plugin-managed-routines.test.ts
server/src/__tests__/plugin-orchestration-apis.test.ts
ui/src/api/plugins.test.ts ui/src/components/FileTree.test.tsx
ui/src/components/ResizableSidebarPane.test.tsx
ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts` passed:
11 files, 67 tests.
- Confirmed this PR changes 89 files and does not include
`pnpm-lock.yaml` or `.github/workflows/*`.

## Risks

- Medium: this expands plugin host contracts across db/shared/server/ui
and includes a new core migration (`0076_useful_elektra.sql`).
- The plugin database namespace validator is intentionally restrictive;
plugin authors may need follow-up affordances for SQL patterns that
remain blocked.
- Merge this before the LLM Wiki plugin PR so the plugin can resolve the
new SDK and host APIs.

> 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 shell/git/GitHub
workflow. 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
- [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>
2026-05-05 07:42:57 -05:00
Dotta d6bee62f02 Fix Cloud tenant issue identifier routes (#5196)
## Summary

- Allow Cloud tenant issue identifiers with alphanumeric prefixes, such
as `PC1897-1`, to normalize as issue references.
- Resolve those identifiers through issue detail/update routes, active
run/live run polling, activity, costs, and `issueService.getById`.
- Keep UI issue-link parsing aligned so tenant links normalize back to
`/issues/<IDENTIFIER>`.

## Root Cause

Cloud tenant issue prefixes include digits from the stack-id hash. The
app-side route normalization still accepted only all-letter prefixes, so
`/api/issues/PC1897-1` skipped identifier lookup and fell through as a
non-UUID id.

## Verification

- `pnpm exec vitest run packages/shared/src/issue-references.test.ts
ui/src/lib/issue-reference.test.ts
server/src/__tests__/issue-identifier-routes.test.ts
server/src/__tests__/activity-routes.test.ts
server/src/__tests__/costs-service.test.ts
server/src/__tests__/agent-live-run-routes.test.ts
server/src/__tests__/issues-service.test.ts`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `git diff --check`

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-04 13:20:58 -05:00
Dotta 57229d0f24 [codex] Add issue monitor liveness controls (#4988)
## Thinking Path

> - Paperclip is a control plane for autonomous AI companies where work
must stay observable, governable, and recoverable.
> - The task/heartbeat subsystem owns agent execution continuity, issue
state transitions, and visible recovery behavior.
> - Waiting on an external service is not the same as being blocked when
the assignee still owns a future check.
> - The gap was that agents had no first-class one-shot monitor state
for external-service waits, so recovery could look stalled or require ad
hoc comments.
> - This pull request adds bounded issue monitors that can wake the
owner, clear exhausted waits, and produce explicit recovery behavior.
> - It also surfaces monitor status in the board UI and documents when
to use monitors versus `blocked`.
> - The benefit is clearer liveness semantics for asynchronous waits
without weakening single-assignee task ownership.

## What Changed

- Added issue monitor fields, shared types, validators, constants, and
an idempotent `0075` migration for scheduled monitor state.
- Added server-side monitor scheduling, dispatch, recovery bounds,
activity logging, and external-ref redaction.
- Added board/agent route coverage for monitor permissions and child
monitor scheduling.
- Added issue detail/property UI for monitor state, a monitor activity
card, and Storybook stories for review surfaces.
- Documented monitor semantics and recovery policy behavior in
`doc/execution-semantics.md`.
- Addressed Greptile review feedback by preserving monitor state in
skipped-stage builders and making board monitor saves send `scheduledBy:
"board"`.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/issue-execution-policy-routes.test.ts
server/src/__tests__/issue-execution-policy.test.ts
server/src/__tests__/issue-monitor-scheduler.test.ts
server/src/__tests__/recovery-classifiers.test.ts
ui/src/components/IssueMonitorActivityCard.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/lib/activity-format.test.ts`
- First run passed 5 files and failed to collect 2 server suites because
the worktree was missing the optional `acpx/runtime` dependency.
- After `pnpm install --frozen-lockfile`, reran the 2 failed suites
successfully.
- `pnpm exec vitest run
server/src/__tests__/issue-monitor-scheduler.test.ts
server/src/__tests__/recovery-classifiers.test.ts`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck
&& pnpm --filter @paperclipai/ui typecheck`
- `pnpm exec vitest run
server/src/__tests__/issue-execution-policy.test.ts
ui/src/components/IssueProperties.test.tsx`
- `pnpm --filter @paperclipai/server typecheck && pnpm --filter
@paperclipai/ui typecheck`
- `pnpm exec vitest run
ui/src/components/IssueMonitorActivityCard.test.tsx
ui/src/components/IssueProperties.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- Storybook screenshot captured from
`http://127.0.0.1:6006/iframe.html?viewMode=story&id=product-issue-monitor-surfaces--monitor-surfaces`
with Playwright.

## Screenshots

![Issue monitor Storybook
surfaces](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2945-when-a-task-is-waiting-for-an-_external-service_-what-state-should-it-be-in-and-what-recovery-method-could-it-h/docs/pr-screenshots/pap-2945/monitor-surfaces.png)

## Risks

- Medium: this changes heartbeat recovery behavior for scheduled
external-service waits, so regressions could affect wake timing or
recovery issue creation.
- Migration risk is reduced by using `IF NOT EXISTS` for the new issue
monitor columns and index.
- External monitor references are treated as secret-adjacent and are
intentionally omitted from visible activity/wake payloads.

> 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 repository tool use and terminal
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 or Storybook review surfaces
- [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>
2026-05-03 08:58:53 -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 4272c1604d Add ACPX local adapter runtime (#4893)
## Thinking Path

> - Paperclip orchestrates AI-agent companies through a control plane
that can start, supervise, and recover agent runs.
> - Local adapters are the bridge between Paperclip issues and concrete
agent runtimes such as Claude, Codex, and other ACP-compatible tools.
> - The roadmap calls out broader “bring your own agent” and claw-style
agent support, and ACPX gives Paperclip one path to normalize multiple
ACP agents behind a single adapter.
> - The branch needed to become one reviewable PR against current
`paperclipai/paperclip:master`, without carrying stale base conflicts or
generated lockfile churn.
> - This pull request adds an experimental built-in `acpx_local`
adapter, integrates it through the server/CLI/UI adapter surfaces, and
adds regression coverage for runtime execution, skill sync, stream
parsing, diagnostics, and log redaction.
> - The benefit is that Paperclip can run Claude/Codex/custom ACP agents
through ACPX while keeping operator configuration, skills, logging, and
transcript rendering inside the existing adapter model.

## What Changed

- Added `@paperclipai/adapter-acpx-local` with server execution, config
schema, ACPX session handling, CLI formatting, UI config helpers, and
stdout parsing.
- Registered `acpx_local` across CLI, server, shared constants, UI
adapter metadata, adapter capabilities, and agent creation/editing
surfaces.
- Added ACPX runtime execution support with persistent sessions,
local-agent JWT environment handling, skill snapshots, runtime skill
materialization, and isolation/security regressions.
- Added ACPX adapter diagnostics and marked the adapter experimental in
the UI.
- Added command/env secret redaction for resolved command metadata in
adapter-utils, server event storage, and the Agent Detail invocation UI.
- Added Storybook coverage for ACPX config, transcript rendering, and
skill states, plus PR screenshots under `docs/pr-screenshots/pap-2944/`.
- Rebased the branch onto current `public-gh/master`; `pnpm-lock.yaml`
is intentionally not included and there are no migration/schema changes.

## Verification

- `pnpm exec vitest run
packages/adapters/acpx-local/src/server/execute.test.ts
packages/adapters/acpx-local/src/server/test.test.ts
packages/adapters/acpx-local/src/cli/format-event.test.ts
packages/adapters/acpx-local/src/ui/parse-stdout.test.ts
packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/redaction.test.ts
server/src/__tests__/acpx-local-execute.test.ts
server/src/__tests__/acpx-local-skill-sync.test.ts
server/src/__tests__/acpx-local-adapter-environment.test.ts
server/src/__tests__/adapter-routes.test.ts
server/src/__tests__/agent-skills-routes.test.ts
ui/src/adapters/metadata.test.ts` — 12 files, 87 tests passed.
- `pnpm --filter @paperclipai/adapter-acpx-local typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- Confirmed PR diff does not include `pnpm-lock.yaml`, database schema
files, or migrations.

Screenshots:

![ACPX Claude skills
light](https://github.com/cryppadotta/paperclip-1/blob/PAP-2944-acpx-make-a-claude_local-adapter-that-uses-acpx-instead/docs/pr-screenshots/pap-2944/skills-claude-light.png?raw=true)
![ACPX Claude skills
dark](https://github.com/cryppadotta/paperclip-1/blob/PAP-2944-acpx-make-a-claude_local-adapter-that-uses-acpx-instead/docs/pr-screenshots/pap-2944/skills-claude-dark.png?raw=true)
![ACPX custom skills
light](https://github.com/cryppadotta/paperclip-1/blob/PAP-2944-acpx-make-a-claude_local-adapter-that-uses-acpx-instead/docs/pr-screenshots/pap-2944/skills-custom-light.png?raw=true)

## Risks

- Medium risk: this introduces a new built-in adapter package and
touches runtime execution, adapter registration, agent config, skills,
and transcript rendering.
- ACPX and ACP agent behavior can vary by installed tool versions; the
adapter is marked experimental to set operator expectations.
- `pnpm-lock.yaml` is excluded per repository PR policy, so dependency
lock refresh must be handled by the repo’s automation or maintainers.
- No database migration risk: no schema or migration files changed.

> 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 repository tool use,
shell execution, git operations, and local verification. Exact hosted
context window was 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
- [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>
2026-04-30 19:57:05 -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 c4269bab59 Add workflow interaction cancellation and issue cost summaries (#4862)
## Thinking Path

> - Paperclip coordinates work through issue-thread interactions, run
history, and cost telemetry.
> - Operators need workflow prompts to be cancellable and costs to be
visible at the issue level.
> - The earlier rollup mixed this workflow/cost work with database
backups, reliability recovery, thread scaling, and settings polish.
> - This pull request isolates the interaction and cost surfaces into a
reviewable slice.
> - The backend now supports cancelling pending question interactions
and summarizing issue-tree costs.
> - The UI component layer can render cancelled questions and interleave
activity with run ledger rows.

## What Changed

- Added `cancelled` as an issue-thread interaction status and result
shape for question interactions.
- Added the board-only `POST
/issues/:id/interactions/:interactionId/cancel` route and service
implementation.
- Added issue-tree cost summary support in the cost service and
`/issues/:id/cost-summary` API route.
- Extended shared cost exports and UI API/query keys for issue cost
summaries.
- Updated `IssueThreadInteractionCard` and `IssueRunLedger` components
for cancelled questions, issue cost surfaces, and activity/run
interleaving.
- Added focused server and component regression coverage.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run server/src/__tests__/costs-service.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
ui/src/components/IssueRunLedger.test.tsx`
- Result: 4 test files passed, 45 tests passed.
- UI screenshots not included because this PR updates reusable
components and API surfaces without wiring a new page-level layout.

## Risks

- Adds a new interaction terminal status; clients that switch
exhaustively on interaction status may need to handle `cancelled`.
- Issue-tree cost summaries use recursive issue traversal and should be
watched on unusually large issue trees.
- Page-level issue detail wiring is intentionally left to the board
QoL/issue-detail branch to keep this PR narrow.

> 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-5.5, code execution and GitHub CLI tool use, 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>
2026-04-30 13:57:25 -05:00
Devin Foley 9b99d30330 Add dedicated environment settings page and test-in-environment (#4798)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Agents run inside environments (local, SSH, E2B sandbox)
> - Operators need to configure and manage these environments
> - But environment settings were buried inside the general company
settings page, making them hard to find
> - Additionally, when testing an agent from the configuration form, the
test always ran locally regardless of which environment was selected
> - This PR moves environments into a dedicated top-level company
settings section and wires the "Test Environment" button to run inside
the selected environment
> - The benefit is operators can find and manage environments more
easily, and the test button now validates the actual environment the
agent will use

## What Changed

- Added a dedicated `CompanyEnvironments` settings page with its own
route and sidebar entry
- Updated `CompanySettingsSidebar` and `CompanySettingsNav` to include
the new environments section
- Modified the agent test route (`POST /agents/:id/test`) to accept an
optional `environmentId` parameter
- Updated all adapter `test.ts` handlers to resolve and use the
specified execution target environment
- Added `resolveTestExecutionTarget` to `execution-target.ts` for remote
environment test resolution with cwd fallback
- Moved the "Test Environment" button and its feedback display into the
`NewAgent` page footer for better UX flow

## Verification

- `pnpm test` — all existing and new tests pass
- `pnpm typecheck` — clean
- Manual: navigate to Company Settings, confirm "Environments" appears
as a top-level section
- Manual: configure an agent with a non-local environment, click "Test
Environment", confirm the test runs inside that environment

## Risks

- Low risk. UI-only routing change for the settings page. The
test-in-environment change adds an optional parameter with a local
fallback, so existing behavior is preserved when no environment is
specified.

## Model Used

Codex GPT 5.4 high via Paperclip.

## 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
2026-04-29 15:56:13 -07:00
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 fda296ee4f [codex] Add configurable liveness auto-recovery controls (#4587)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Heartbeat liveness recovery decides when stalled issue trees need
manager-visible follow-up.
> - Automatic recovery issue creation is useful, but operators need
instance-level controls for how aggressive it is.
> - Without controls, recovery behavior is harder to tune for local
development, production operations, and noisy edge cases.
> - This pull request adds configurable liveness auto-recovery settings
across shared contracts, API routes, services, and the instance
experimental settings UI.
> - The benefit is that operators can keep liveness findings advisory or
enable bounded recovery automation with explicit intervals and lookback
windows.

## What Changed

- Added shared types and validators for liveness auto-recovery settings.
- Extended instance settings routes and services to persist and validate
the new controls.
- Wired heartbeat/recovery services to honor enablement, minimum
interval, and lookback settings.
- Added UI controls for liveness recovery under instance experimental
settings.
- Covered the new server behavior with instance settings and liveness
escalation tests.

## Verification

- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts
server/src/__tests__/instance-settings-routes.test.ts --pool=forks
--poolOptions.forks.isolate=true`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`

## Risks

- Moderate behavioral risk because recovery automation timing changes
when enabled; defaults keep existing advisory behavior unless the
setting is turned on.
- No database migration in this PR; settings are stored through the
existing instance settings path.

> 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 model with tool use and local command
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
- [ ] 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>
2026-04-27 08:46:44 -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 c036bbfa98 Add first-class security agent role to taxonomy (#4532)
## Thinking Path

> - Paperclip is the control plane for AI-agent companies, so agent
metadata is part of the platform's governance and audit surface.
> - The shared agent taxonomy in `@paperclipai/shared` is the source of
truth for allowed agent roles and their UI labels.
> - The current taxonomy lacks a `security` role, which causes Security
Engineer hires to collapse into `engineer`.
> - That breaks separation-of-duties evidence in telemetry and weakens
role-level audit fidelity even though it does not directly change
permissions.
> - This pull request adds `security` as a first-class shared role and
covers the prior rejection path with a regression test.
> - The benefit is that Security Engineer agents can now be persisted
and rendered under the correct role without schema or permission churn.

## What Changed

- Added `security` to `AGENT_ROLES` in
`packages/shared/src/constants.ts`.
- Added the `Security` display label to `AGENT_ROLE_LABELS` so existing
UI consumers render the new role automatically.
- Added a shared validator regression test proving `createAgentSchema`
accepts `role: "security"` and that the label stays stable.

## Verification

- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/shared exec vitest run
src/adapter-types.test.ts`

## Risks

- Low risk. This is a shared enum expansion with no database migration
and no permission-model change.
- Residual risk: this PR does not backfill existing agents already
persisted as `engineer`; it only fixes new validations and labels going
forward.

> I checked `ROADMAP.md`/`doc` for overlap and did not find an existing
planned item covering this taxonomy fix.

## Model Used

- OpenAI GPT-5.4 via the Codex local adapter, with tool use and local
code execution enabled. The runtime did not surface a separate
context-window identifier in agent metadata.

## 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
- [ ] 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
2026-04-26 07:52:05 -05:00
Devin Foley 5bd0f578fd Generalize sandbox provider core for plugin-only providers (#4449)
## Thinking Path

> - Paperclip is a control plane, so optional execution providers should
sit at the plugin edge instead of hardcoding provider-specific behavior
into core shared/server/ui layers.
> - Sandbox environments are already first-class, and the fake provider
proves the built-in path; the remaining gap was that real providers
still leaked provider-specific config and runtime assumptions into core.
> - That coupling showed up in config normalization, secret persistence,
capabilities reporting, lease reconstruction, and the board UI form
fields.
> - As long as core knew about those provider-shaped details, shipping a
provider as a pure third-party plugin meant every new provider would
still require host changes.
> - This pull request generalizes the sandbox provider seam around
schema-driven plugin metadata and generic secret-ref handling.
> - The runtime and UI now consume provider metadata generically, so
core only special-cases the built-in fake provider while third-party
providers can live entirely in plugins.

## What Changed

- Added generic sandbox-provider capability metadata so plugin-backed
providers can expose `configSchema` through shared environment support
and the environments capabilities API.
- Reworked sandbox config normalization/persistence/runtime resolution
to handle schema-declared secret-ref fields generically, storing them as
Paperclip secrets and resolving them for probe/execute/release flows.
- Generalized plugin sandbox runtime handling so provider validation,
reusable-lease matching, lease reconstruction, and plugin worker calls
all operate on provider-agnostic config instead of provider-shaped
branches.
- Replaced hardcoded sandbox provider form fields in Company Settings
with schema-driven rendering and blocked agent environment selection
from the built-in fake provider.
- Added regression coverage for the generic seam across shared support
helpers plus environment config, probe, routes, runtime, and
sandbox-provider runtime tests.

## Verification

- `pnpm vitest --run packages/shared/src/environment-support.test.ts
server/src/__tests__/environment-config.test.ts
server/src/__tests__/environment-probe.test.ts
server/src/__tests__/environment-routes.test.ts
server/src/__tests__/environment-runtime.test.ts
server/src/__tests__/sandbox-provider-runtime.test.ts`
- `pnpm -r typecheck`

## Risks

- Plugin sandbox providers now depend more heavily on accurate
`configSchema` declarations; incorrect schemas can misclassify
secret-bearing fields or omit required config.
- Reusable lease matching is now metadata-driven for plugin-backed
providers, so providers that fail to persist stable metadata may
reprovision instead of resuming an existing lease.
- The UI form is now fully schema-driven for plugin-backed sandbox
providers; provider manifests without good defaults or descriptions may
produce a rougher operator experience.

## Model Used

- OpenAI Codex via `codex_local`
- Model ID: `gpt-5.4`
- Reasoning effort: `high`
- Context window observed in runtime session metadata: `258400` tokens
- Capabilities used: terminal tool execution, git, and local code/test
inspection

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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
2026-04-24 18:03:41 -07:00
Dotta 73fbdf36db Gate stale-run watchdog decisions by board access (#4446)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The run ledger surfaces stale-run watchdog evaluation issues and
recovery actions
> - Viewer-level board users should be able to inspect status without
getting controls that the server will reject
> - The UI also needs enough board-access context to know when to hide
those decision actions
> - This pull request exposes board memberships in the current board
access snapshot and gates watchdog action controls for known viewer
contexts
> - The benefit is clearer least-privilege UI behavior around recovery
controls

## What Changed

- Included memberships in `/api/cli-auth/me` so the board UI can
distinguish active viewer memberships from operator/admin access.
- Added the stale-run evaluation issue assignee to output silence
summaries.
- Hid stale-run watchdog decision buttons for known non-owner viewer
contexts.
- Surfaced watchdog decision failures through toast and inline error
text.
- Threaded `companyId` through the issue activity run ledger so access
checks are company-scoped.
- Added IssueRunLedger coverage for non-owner viewers.

## Verification

- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/IssueRunLedger.test.tsx`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`

## Risks

- Medium-low risk. This is a UI gating change backed by existing server
authorization.
- Local implicit and instance-admin board contexts continue to show
watchdog decision controls.
- No migrations.

> 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 with
shell/GitHub/Paperclip API access. Context window was not reported 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>
2026-04-24 19:25:23 -05:00
Dotta 0c6961a03e Normalize escaped multiline issue and approval text (#4444)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The board and agent APIs accept multiline issue, approval,
interaction, and document text
> - Some callers accidentally send literal escaped newline sequences
like `\n` instead of JSON-decoded line breaks
> - That makes comments, descriptions, documents, and approval notes
render as flattened text instead of readable markdown
> - This pull request centralizes multiline text normalization in shared
validators
> - The benefit is newline-preserving API behavior across issue and
approval workflows without route-specific fixes

## What Changed

- Added a shared `multilineTextSchema` helper that normalizes escaped
`\n`, `\r\n`, and `\r` sequences to real line breaks.
- Applied the helper to issue descriptions, issue update comments, issue
comment bodies, suggested task descriptions, interaction summaries,
issue documents, approval comments, and approval decision notes.
- Added shared validator regressions for issue and approval multiline
inputs.

## Verification

- `pnpm exec vitest run --project @paperclipai/shared
packages/shared/src/validators/approval.test.ts
packages/shared/src/validators/issue.test.ts`
- `pnpm --filter @paperclipai/shared typecheck`

## Risks

- Low risk. This only changes text fields that are explicitly multiline
user/operator content.
- If a caller intentionally wanted literal backslash-n text in these
fields, it will now render as a real line break.

> 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 with
shell/GitHub/Paperclip API access. Context window was not reported 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>
2026-04-24 18:02:45 -05:00
Dotta 5a0c1979cf [codex] Add runtime lifecycle recovery and live issue visibility (#4419) 2026-04-24 15:50:32 -05:00
Devin Foley 70679a3321 Add sandbox environment support (#4415)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The environment/runtime layer decides where agent work executes and
how the control plane reaches those runtimes.
> - Today Paperclip can run locally and over SSH, but sandboxed
execution needs a first-class environment model instead of one-off
adapter behavior.
> - We also want sandbox providers to be pluggable so the core does not
hardcode every provider implementation.
> - This branch adds the Sandbox environment path, the provider
contract, and a deterministic fake provider plugin.
> - That required synchronized changes across shared contracts, plugin
SDK surfaces, server runtime orchestration, and the UI
environment/workspace flows.
> - The result is that sandbox execution becomes a core control-plane
capability while keeping provider implementations extensible and
testable.

## What Changed

- Added sandbox runtime support to the environment execution path,
including runtime URL discovery, sandbox execution targeting,
orchestration, and heartbeat integration.
- Added plugin-provider support for sandbox environments so providers
can be supplied via plugins instead of hardcoded server logic.
- Added the fake sandbox provider plugin with deterministic behavior
suitable for local and automated testing.
- Updated shared types, validators, plugin protocol definitions, and SDK
helpers to carry sandbox provider and workspace-runtime contracts across
package boundaries.
- Updated server routes and services so companies can create sandbox
environments, select them for work, and execute work through the sandbox
runtime path.
- Updated the UI environment and workspace surfaces to expose sandbox
environment configuration and selection.
- Added test coverage for sandbox runtime behavior, provider seams,
environment route guards, orchestration, and the fake provider plugin.

## Verification

- Ran locally before the final fixture-only scrub:
  - `pnpm -r typecheck`
  - `pnpm test:run`
  - `pnpm build`
- Ran locally after the final scrub amend:
  - `pnpm vitest run server/src/__tests__/runtime-api.test.ts`
- Reviewer spot checks:
  - create a sandbox environment backed by the fake provider plugin
  - run work through that environment
- confirm sandbox provider execution does not inherit host secrets
implicitly

## Risks

- This touches shared contracts, plugin SDK plumbing, server runtime
orchestration, and UI environment/workspace flows, so regressions would
likely show up as cross-layer mismatches rather than isolated type
errors.
- Runtime URL discovery and sandbox callback selection are sensitive to
host/bind configuration; if that logic is wrong, sandbox-backed
callbacks may fail even when execution succeeds.
- The fake provider plugin is intentionally deterministic and
test-oriented; future providers may expose capability gaps that this
branch does not yet cover.

## Model Used

- OpenAI Codex coding agent on a GPT-5-class backend in the
Paperclip/Codex harness. Exact backend model ID is not exposed
in-session. Tool-assisted workflow with shell execution, file editing,
git history inspection, 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
- [ ] 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
2026-04-24 12:15:53 -07:00
Dotta 7ad225a198 [codex] Improve issue thread review flow (#4381)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Issue detail is where operators coordinate review, approvals, and
follow-up work with active runs
> - That thread UI needs to surface blockers, descendants, review
handoffs, and reply ergonomics clearly enough for humans to guide agent
work
> - Several small gaps in the issue-thread flow were making review and
navigation clunkier than necessary
> - This pull request improves the reply composer, descendant/blocker
presentation, interaction folding, and review-request handoff plumbing
together as one cohesive issue-thread workflow slice
> - The benefit is a cleaner operator review loop without changing the
broader task model

## What Changed

- restored and refined the floating reply composer behavior in the issue
thread
- folded expired confirmation interactions and improved post-submit
thread scrolling behavior
- surfaced descendant issue context and inline blocker/paused-assignee
notices on the issue detail view
- tightened large-board first paint behavior in `IssuesList`
- added loose review-request handoffs through the issue
execution-policy/update path and covered them with tests

## Verification

- `pnpm vitest run ui/src/pages/IssueDetail.test.tsx`
- `pnpm vitest run server/src/__tests__/issues-service.test.ts
server/src/__tests__/issue-execution-policy.test.ts`
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/IssueChatThread.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/IssuesList.test.tsx ui/src/lib/issue-tree.test.ts
ui/src/api/issues.test.ts`
- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/issue-comment-reopen-routes.test.ts -t "coerces
executor handoff patches into workflow-controlled review wakes|wakes the
return assignee with execution_changes_requested"`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/issue-execution-policy.test.ts
server/src/__tests__/issues-service.test.ts`

## Visual Evidence

- UI layout changes are covered by the focused issue-thread component
and issue-detail tests listed above. Browser screenshots were not
attachable from this automated greploop environment, so reviewers should
use the running preview for final visual confirmation.

## Risks

- Moderate UI-flow risk: these changes touch the issue detail experience
in multiple spots, so regressions would most likely show up as
thread-layout quirks or incorrect review-handoff 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-based coding agent with tool use and code execution
in the Codex CLI 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 or documented the visual verification path
- [ ] 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>
2026-04-24 08:02:45 -05:00
Dotta 35a9dc37b0 [codex] Speed up company skill detail loading (#4380)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Company skills are part of the control plane for distributing
reusable capabilities
> - Board flows that inspect company skill detail should stay responsive
because they are operator-facing control-plane reads
> - The existing detail path was doing broader work than needed for the
specific detail screen
> - This pull request narrows that company-skill detail loading path and
adds a regression test around it
> - The benefit is faster company skill detail reads without changing
the external API contract

## What Changed

- tightened the company-skill detail loading path in
`server/src/services/company-skills.ts`
- added `server/src/__tests__/company-skills-detail.test.ts` to verify
the detail route only pulls the required data

## Verification

- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/company-skills-detail.test.ts`

## Risks

- Low risk: this only changes the company-skill detail query path, but
any missed assumption in the detail consumer would surface when loading
that screen

> 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 tool use and code execution
in the Codex CLI 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
- [ ] If this change affects the UI, I have included before/after
screenshots
- [ ] 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
2026-04-24 07:37:13 -05:00
Devin Foley e4995bbb1c Add SSH environment support (#4358)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The environments subsystem already models execution environments,
but before this branch there was no end-to-end SSH-backed runtime path
for agents to actually run work against a remote box
> - That meant agents could be configured around environment concepts
without a reliable way to execute adapter sessions remotely, sync
workspace state, and preserve run context across supported adapters
> - We also need environment selection to participate in normal
Paperclip control-plane behavior: agent defaults, project/issue
selection, route validation, and environment probing
> - Because this capability is still experimental, the UI surface should
be easy to hide and easy to remove later without undoing the underlying
implementation
> - This pull request adds SSH environment execution support across the
runtime, adapters, routes, schema, and tests, then puts the visible
environment-management UI behind an experimental flag
> - The benefit is that we can validate real SSH-backed agent execution
now while keeping the user-facing controls safely gated until the
feature is ready to come out of experimentation

## What Changed

- Added SSH-backed execution target support in the shared adapter
runtime, including remote workspace preparation, skill/runtime asset
sync, remote session handling, and workspace restore behavior after
runs.
- Added SSH execution coverage for supported local adapters, plus remote
execution tests across Claude, Codex, Cursor, Gemini, OpenCode, and Pi.
- Added environment selection and environment-management backend support
needed for SSH execution, including route/service work, validation,
probing, and agent default environment persistence.
- Added CLI support for SSH environment lab verification and updated
related docs/tests.
- Added the `enableEnvironments` experimental flag and gated the
environment UI behind it on company settings, agent configuration, and
project configuration surfaces.

## Verification

- `pnpm exec vitest run
packages/adapters/claude-local/src/server/execute.remote.test.ts
packages/adapters/cursor-local/src/server/execute.remote.test.ts
packages/adapters/gemini-local/src/server/execute.remote.test.ts
packages/adapters/opencode-local/src/server/execute.remote.test.ts
packages/adapters/pi-local/src/server/execute.remote.test.ts`
- `pnpm exec vitest run server/src/__tests__/environment-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/instance-settings-routes.test.ts`
- `pnpm exec vitest run ui/src/lib/new-agent-hire-payload.test.ts
ui/src/lib/new-agent-runtime-config.test.ts`
- `pnpm -r typecheck`
- `pnpm build`
- Manual verification on a branch-local dev server:
  - enabled the experimental flag
  - created an SSH environment
  - created a Linux Claude agent using that environment
- confirmed a run executed on the Linux box and synced workspace changes
back

## Risks

- Medium: this touches runtime execution flow across multiple adapters,
so regressions would likely show up in remote session setup, workspace
sync, or environment selection precedence.
- The UI flag reduces exposure, but the underlying runtime and route
changes are still substantial and rely on migration correctness.
- The change set is broad across adapters, control-plane services,
migrations, and UI gating, so review should pay close attention to
environment-selection precedence and remote workspace lifecycle
behavior.

## Model Used

- OpenAI Codex via Paperclip's local Codex adapter, GPT-5-class coding
model with tool use and code execution in the local repo workspace. The
local adapter does not surface a more specific public model version
string in this branch workflow.

## 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
2026-04-23 19:15:22 -07:00
Dotta f98c348e2b [codex] Add issue subtree pause, cancel, and restore controls (#4332)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - This branch extends the issue control-plane so board operators can
pause, cancel, and later restore whole issue subtrees while keeping
descendant execution and wake behavior coherent.
> - That required new hold state in the database, shared contracts,
server routes/services, and issue detail UI controls so subtree actions
are durable and auditable instead of ad hoc.
> - While this branch was in flight, `master` advanced with new
environment lifecycle work, including a new `0065_environments`
migration.
> - Before opening the PR, this branch had to be rebased onto
`paperclipai/paperclip:master` without losing the existing
subtree-control work or leaving conflicting migration numbering behind.
> - This pull request rebases the subtree pause/cancel/restore feature
cleanly onto current `master`, renumbers the hold migration to
`0066_issue_tree_holds`, and preserves the full branch diff in a single
PR.
> - The benefit is that reviewers get one clean, mergeable PR for the
subtree-control feature instead of stale branch history with migration
conflicts.

## What Changed

- Added durable issue subtree hold data structures, shared
API/types/validators, server routes/services, and UI flows for subtree
pause, cancel, and restore operations.
- Added server and UI coverage for subtree previewing, hold
creation/release, dependency-aware scheduling under holds, and issue
detail subtree controls.
- Rebased the branch onto current `paperclipai/paperclip:master` and
renumbered the branch migration from `0065_issue_tree_holds` to
`0066_issue_tree_holds` so it no longer conflicts with upstream
`0065_environments`.
- Added a small follow-up commit that makes restore requests return `200
OK` explicitly while keeping pause/cancel hold creation at `201
Created`, and updated the route test to match that contract.

## Verification

- `pnpm --filter @paperclipai/db typecheck`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `cd server && pnpm exec vitest run
src/__tests__/issue-tree-control-routes.test.ts
src/__tests__/issue-tree-control-service.test.ts
src/__tests__/issue-tree-control-service-unit.test.ts
src/__tests__/heartbeat-dependency-scheduling.test.ts`
- `cd ui && pnpm exec vitest run src/components/IssueChatThread.test.tsx
src/pages/IssueDetail.test.tsx`

## Risks

- This is a broad cross-layer change touching DB/schema, shared
contracts, server orchestration, and UI; regressions are most likely
around subtree status restoration or wake suppression/resume edge cases.
- The migration was renumbered during PR prep to avoid the new upstream
`0065_environments` conflict. Reviewers should confirm the final
`0066_issue_tree_holds` ordering is the only hold-related migration that
lands.
- The issue-tree restore endpoint now responds with `200` instead of
relying on implicit behavior, which is semantically better for a restore
operation but still changes an API detail that clients or tests could
have assumed.

> 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 in the Paperclip Codex runtime (GPT-5-class
tool-using coding model; exact deployment ID/context window is not
exposed inside this session).

## 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
- [ ] 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>
2026-04-23 14:51:46 -05:00
Devin Foley 13551b2bac Add local environment lifecycle (#4297)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Every heartbeat run needs a concrete place where the agent's adapter
process executes.
> - Today that execution location is implicitly the local machine, which
makes it hard to track, audit, and manage as a first-class runtime
concern.
> - The first step is to represent the current local execution path
explicitly without changing how users experience agent runs.
> - This pull request adds core Environment and Environment Lease
records, then routes existing local heartbeat execution through a
default `Local` environment.
> - The benefit is that local runs remain behavior-preserving while the
system now has durable environment identity, lease lifecycle tracking,
and activity records for execution placement.

## What Changed

- Added `environments` and `environment_leases` database tables, schema
exports, and migration `0065_environments.sql`.
- Added shared environment constants, TypeScript types, and validators
for environment drivers, statuses, lease policies, lease statuses, and
cleanup states.
- Added `environmentService` for listing, reading, creating, updating,
and ensuring company-scoped environments.
- Added environment lease lifecycle operations for acquire, metadata
update, single-lease release, and run-wide release.
- Updated heartbeat execution to lazily ensure a company-scoped default
`Local` environment before adapter execution.
- Updated heartbeat execution to acquire an ephemeral local environment
lease, write `paperclipEnvironment` into the run context snapshot, and
release active leases during run finalization.
- Added activity log events for environment lease acquisition and
release.
- Added tests for environment service behavior and the local heartbeat
environment lifecycle.
- Added a CI-follow-up heartbeat guard so deferred issue comment wakes
are promoted before automatic missing-comment retries, with focused
batching test coverage.

## Verification

Local verification run for this branch:

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm exec vitest run server/src/__tests__/environment-service.test.ts
server/src/__tests__/heartbeat-local-environment.test.ts --pool=forks`

Additional reviewer/CI verification:

- Confirm `pnpm-lock.yaml` is not modified.
- Confirm `pnpm test:run` passes in CI.
- Confirm `PAPERCLIP_E2E_SKIP_LLM=true pnpm run test:e2e` passes in CI.
- Confirm a local heartbeat run creates one active `Local` environment
when needed, records one lease for the run, releases the lease when the
run finishes, and includes `paperclipEnvironment` in the run context
snapshot.

Screenshots: not applicable; this PR has no UI changes.

## Risks

- Migration risk: introduces two new tables and a new migration journal
entry. Review should verify company scoping, indexes, foreign keys, and
enum defaults are correct.
- Lifecycle risk: heartbeat finalization now releases environment leases
in addition to existing runtime cleanup. A finalization bug could leave
stale active leases or mark a failed run's lease incorrectly.
- Behavior-preservation risk: local adapter execution should remain
unchanged apart from environment bookkeeping. Review should pay
attention to the heartbeat path around context snapshot updates and
final cleanup ordering.
- Activity volume risk: each heartbeat run now logs lease acquisition
and release events, increasing activity log volume by two records per
run.

## Model Used

OpenAI GPT-5.4 via Codex CLI. Capabilities used: repository inspection,
TypeScript implementation review, local test/build execution, and
PR-description drafting.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [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 UI changes)
- [x] I have updated relevant documentation to reflect my changes (N/A:
no user-facing docs or commands changed)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-04-22 20:07:41 -07:00
Dotta a957394420 [codex] Add structured issue-thread interactions (#4244)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators supervise that work through issues, comments, approvals,
and the board UI.
> - Some agent proposals need structured board/user decisions, not
hidden markdown conventions or heavyweight governed approvals.
> - Issue-thread interactions already provide a natural thread-native
surface for proposed tasks and questions.
> - This pull request extends that surface with request confirmations,
richer interaction cards, and agent/plugin/MCP helpers.
> - The benefit is that plan approvals and yes/no decisions become
explicit, auditable, and resumable without losing the single-issue
workflow.

## What Changed

- Added persisted issue-thread interactions for suggested tasks,
structured questions, and request confirmations.
- Added board UI cards for interaction review, selection, question
answers, and accept/reject confirmation flows.
- Added MCP and plugin SDK helpers for creating interaction cards from
agents/plugins.
- Updated agent wake instructions, onboarding assets, Paperclip skill
docs, and public docs to prefer structured confirmations for
issue-scoped decisions.
- Rebased the branch onto `public-gh/master` and renumbered branch
migrations to `0063` and `0064`; the idempotency migration uses `ADD
COLUMN IF NOT EXISTS` for old branch users.

## Verification

- `git diff --check public-gh/master..HEAD`
- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
packages/mcp-server/src/tools.test.ts
packages/shared/src/issue-thread-interactions.test.ts
ui/src/lib/issue-thread-interactions.test.ts
ui/src/lib/issue-chat-messages.test.ts
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/components/IssueChatThread.test.tsx
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/services/issue-thread-interactions.test.ts` -> 9 files / 79
tests passed
- `pnpm -r typecheck` -> passed, including `packages/db` migration
numbering check

## Risks

- Medium: this adds a new issue-thread interaction model across
db/shared/server/ui/plugin surfaces.
- Migration risk is reduced by placing this branch after current master
migrations (`0063`, `0064`) and making the idempotency column add
idempotent for users who applied the old branch numbering.
- UI interaction behavior is covered by component tests, but this PR
does not include browser screenshots.

> 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-class coding agent runtime. Exact model ID and
context window are not exposed in this Paperclip run; tool use and local
shell/code execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
2026-04-21 20:15:11 -05:00
Dotta 09d0678840 [codex] Harden heartbeat scheduling and runtime controls (#4223)
## Thinking Path

> - Paperclip orchestrates AI agents through issue checkout, heartbeat
runs, routines, and auditable control-plane state
> - The runtime path has to recover from lost local processes, transient
adapter failures, blocked dependencies, and routine coalescing without
stranding work
> - The existing branch carried several reliability fixes across
heartbeat scheduling, issue runtime controls, routine dispatch, and
operator-facing run state
> - These changes belong together because they share backend contracts,
migrations, and runtime status semantics
> - This pull request groups the control-plane/runtime slice so it can
merge independently from board UI polish and adapter sandbox work
> - The benefit is safer heartbeat recovery, clearer runtime controls,
and more predictable recurring execution behavior

## What Changed

- Adds bounded heartbeat retry scheduling, scheduled retry state, and
Codex transient failure recovery handling.
- Tightens heartbeat process recovery, blocker wake behavior, issue
comment wake handling, routine dispatch coalescing, and
activity/dashboard bounds.
- Adds runtime-control MCP tools and Paperclip skill docs for issue
workspace runtime management.
- Adds migrations `0061_lively_thor_girl.sql` and
`0062_routine_run_dispatch_fingerprint.sql`.
- Surfaces retry state in run ledger/agent UI and keeps related shared
types synchronized.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/routines-service.test.ts`
- `pnpm exec vitest run src/tools.test.ts` from `packages/mcp-server`

## Risks

- Medium risk: this touches heartbeat recovery and routine dispatch,
which are central execution paths.
- Migration order matters if split branches land out of order: merge
this PR before branches that assume the new runtime/routine fields.
- Runtime retry behavior should be watched in CI and in local operator
smoke tests because it changes how transient failures are resumed.

> 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 runtime, shell/git tool use
enabled. Exact hosted model build and context window are not exposed in
this Paperclip heartbeat 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
- [ ] 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
2026-04-21 12:24:11 -05:00
Dotta ab9051b595 Add first-class issue references (#4214)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators and agents coordinate through company-scoped issues,
comments, documents, and task relationships.
> - Issue text can mention other tickets, but those references were
previously plain markdown/text without durable relationship data.
> - That made it harder to understand related work, surface backlinks,
and keep cross-ticket context visible in the board.
> - This pull request adds first-class issue reference extraction,
storage, API responses, and UI surfaces.
> - The benefit is that issue references become queryable, navigable,
and visible without relying on ad hoc text scanning.

## What Changed

- Added shared issue-reference parsing utilities and exported
reference-related types/constants.
- Added an `issue_reference_mentions` table, idempotent migration DDL,
schema exports, and database documentation.
- Added server-side issue reference services, route integration,
activity summaries, and a backfill command for existing issue content.
- Added UI reference pills, related-work panels, markdown/editor mention
handling, and issue detail/property rendering updates.
- Added focused shared, server, and UI tests for parsing, persistence,
display, and related-work behavior.
- Rebased `PAP-735-first-class-task-references` cleanly onto
`public-gh/master`; no `pnpm-lock.yaml` changes are included.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run packages/shared/src/issue-references.test.ts
server/src/__tests__/issue-references-service.test.ts
ui/src/components/IssueRelatedWorkPanel.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/MarkdownBody.test.tsx`

## Risks

- Medium risk because this adds a new issue-reference persistence path
that touches shared parsing, database schema, server routes, and UI
rendering.
- Migration risk is mitigated by `CREATE TABLE IF NOT EXISTS`, guarded
foreign-key creation, and `CREATE INDEX IF NOT EXISTS` statements so
users who have applied an older local version of the numbered migration
can re-run safely.
- UI risk is limited by focused component coverage, but reviewers should
still manually inspect issue detail pages containing ticket references
before merge.

> 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-using shell workflow with
repository inspection, git rebase/push, typecheck, and focused Vitest
verification.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-21 10:02:52 -05:00
Dotta 7a329fb8bb Harden API route authorization boundaries (#4122)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The REST API is the control-plane boundary for companies, agents,
plugins, adapters, costs, invites, and issue mutations.
> - Several routes still relied on broad board or company access checks
without consistently enforcing the narrower actor, company, and
active-checkout boundaries those operations require.
> - That can allow agents or non-admin users to mutate sensitive
resources outside the intended governance path.
> - This pull request hardens the route authorization layer and adds
regression coverage for the audited API surfaces.
> - The benefit is tighter multi-company isolation, safer plugin and
adapter administration, and stronger enforcement of active issue
ownership.

## What Changed

- Added route-level authorization checks for budgets, plugin
administration/scoped routes, adapter management, company import/export,
direct agent creation, invite test resolution, and issue mutation/write
surfaces.
- Enforced active checkout ownership for agent-authenticated issue
mutations, while preserving explicit management overrides for permitted
managers.
- Restricted sensitive adapter and plugin management operations to
instance-admin or properly scoped actors.
- Tightened company portability and invite probing routes so agents
cannot cross company boundaries.
- Updated access constants and the Company Access UI copy for the new
active-checkout management grant.
- Added focused regression tests covering cross-company denial, agent
self-mutation denial, admin-only operations, and active checkout
ownership.
- Rebased the branch onto `public-gh/master` and fixed validation
fallout from the rebase: heartbeat-context route ordering and a company
import/export e2e fixture that now opts out of direct-hire approval
before using direct agent creation.
- Updated onboarding and signoff e2e setup to create seed agents through
`/agent-hires` plus board approval, so they remain compatible with the
approval-gated new-agent default.
- Addressed Greptile feedback by removing a duplicate company export API
alias, avoiding N+1 reporting-chain lookups in active-checkout override
checks, allowing agent mutations on unassigned `in_progress` issues, and
blocking NAT64 invite-probe targets.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issues-goal-context-routes.test.ts
cli/src/__tests__/company-import-export-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/adapter-routes-authz.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
server/src/__tests__/company-portability-routes.test.ts
server/src/__tests__/costs-service.test.ts
server/src/__tests__/invite-test-resolution-route.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/agent-adapter-validation-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/invite-test-resolution-route.test.ts`
- `pnpm -r typecheck`
- `pnpm --filter server typecheck`
- `pnpm --filter ui typecheck`
- `pnpm build`
- `pnpm test:e2e -- tests/e2e/onboarding.spec.ts
tests/e2e/signoff-policy.spec.ts`
- `pnpm test:e2e -- tests/e2e/signoff-policy.spec.ts`
- `pnpm test:run` was also run. It failed under default full-suite
parallelism with two order-dependent failures in
`plugin-routes-authz.test.ts` and `routines-e2e.test.ts`; both files
passed when rerun directly together with `pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/routines-e2e.test.ts`.

## Risks

- Medium risk: this changes authorization behavior across multiple
sensitive API surfaces, so callers that depended on broad board/company
access may now receive `403` or `409` until they use the correct
governance path.
- Direct agent creation now respects the company-level board-approval
requirement; integrations that need pending hires should use
`/api/companies/:companyId/agent-hires`.
- Active in-progress issue mutations now require checkout ownership or
an explicit management override, which may reveal workflow assumptions
in older automation.

> 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-using workflow with local shell,
Git, GitHub CLI, and repository tests.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [ ] 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 10:56:48 -05:00
Dotta 549ef11c14 [codex] Respect manual workspace runtime controls (#4125)
## Thinking Path

> - Paperclip orchestrates AI agents inside execution and project
workspaces
> - Workspace runtime services can be controlled manually by operators
and reused by agent runs
> - Manual start/stop state was not preserved consistently across
workspace policies and routine launches
> - Routine launches also needed branch/workspace variables to default
from the selected workspace context
> - This pull request makes runtime policy state explicit, preserves
manual control, and auto-fills routine branch variables from workspace
data
> - The benefit is less surprising workspace service behavior and fewer
manual inputs when running workspace-scoped routines

## What Changed

- Added runtime-state handling for manual workspace control across
execution and project workspace validators, routes, and services.
- Updated heartbeat/runtime startup behavior so manually stopped
services are respected.
- Auto-filled routine workspace branch variables from available
workspace context.
- Added focused server and UI tests for workspace runtime and routine
variable behavior.
- Removed muted gray background styling from workspace pages and cards
for a cleaner workspace UI.

## Verification

- `pnpm install --frozen-lockfile --ignore-scripts`
- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts
server/src/__tests__/workspace-runtime.test.ts
ui/src/components/RoutineRunVariablesDialog.test.tsx`
- Result: 55 tests passed, 21 skipped. The embedded Postgres routines
tests skipped on this host with the existing PGlite/Postgres init
warning; workspace-runtime and UI tests passed.

## Risks

- Medium risk: this touches runtime service start/stop policy and
heartbeat launch behavior.
- The focused tests cover manual runtime state, routine variables, and
workspace runtime reuse 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, tool-enabled local shell and
GitHub workflow, exact runtime context window not exposed in this
session.

## 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, or documented why targeted component/service verification
is sufficient here
- [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 10:39:37 -05:00
Dotta 4357a3f352 [codex] Harden dashboard run activity charts (#4126)
## Thinking Path

> - Paperclip gives operators a live view of agent work across
dashboards, transcripts, and run activity charts
> - Those views consume live run updates and aggregate run activity from
backend dashboard data
> - Missing or partial run data could make charts brittle, and live
transcript updates were heavier than needed
> - Operators need dashboard data to stay stable even when recent run
payloads are incomplete
> - This pull request hardens dashboard run aggregation, guards chart
rendering, and lightens live run update handling
> - The benefit is a more reliable dashboard during active agent
execution

## What Changed

- Added dashboard run activity types and backend aggregation coverage.
- Guarded activity chart rendering when run data is missing or partial.
- Reduced live transcript update churn in active agent and run chat
surfaces.
- Fixed issue chat avatar alignment in the thread renderer.
- Added focused dashboard, activity chart, and live transcript tests.

## Verification

- `pnpm install --frozen-lockfile --ignore-scripts`
- `pnpm exec vitest run server/src/__tests__/dashboard-service.test.ts
ui/src/components/ActivityCharts.test.tsx
ui/src/components/transcript/useLiveRunTranscripts.test.tsx`
- Result: 8 tests passed, 1 skipped. The embedded Postgres dashboard
service test skipped on this host with the existing PGlite/Postgres init
warning; UI chart and transcript tests passed.

## Risks

- Medium-low risk: aggregation semantics changed, but the UI remains
guarded around incomplete data.
- The dashboard service test is host-skipped here, so CI should confirm
the embedded database path.

> 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, tool-enabled local shell and
GitHub workflow, exact runtime context window not exposed in this
session.

## 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, or documented why targeted component tests are sufficient
here
- [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 10:34:21 -05:00
Dotta 9c6f551595 [codex] Add plugin orchestration host APIs (#4114)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The plugin system is the extension path for optional capabilities
that should not require core product changes for every integration.
> - Plugins need scoped host APIs for issue orchestration, documents,
wakeups, summaries, activity attribution, and isolated database state.
> - Without those host APIs, richer plugins either cannot coordinate
Paperclip work safely or need privileged core-side special cases.
> - This pull request adds the plugin orchestration host surface, scoped
route dispatch, a database namespace layer, and a smoke plugin that
exercises the contract.
> - The benefit is a broader plugin API that remains company-scoped,
auditable, and covered by tests.

## What Changed

- Added plugin orchestration host APIs for issue creation, document
access, wakeups, summaries, plugin-origin activity, and scoped API route
dispatch.
- Added plugin database namespace tables, schema exports, migration
checks, and idempotent replay coverage under migration
`0059_plugin_database_namespaces`.
- Added shared plugin route/API types and validators used by server and
SDK boundaries.
- Expanded plugin SDK types, protocol helpers, worker RPC host behavior,
and testing utilities for orchestration flows.
- Added the `plugin-orchestration-smoke-example` package to exercise
scoped routes, restricted database namespaces, issue orchestration,
documents, wakeups, summaries, and UI status surfaces.
- Kept the new orchestration smoke fixture out of the root pnpm
workspace importer so this PR preserves the repository policy of not
committing `pnpm-lock.yaml`.
- Updated plugin docs and database docs for the new orchestration and
database namespace surfaces.
- Rebased the branch onto `public-gh/master`, resolved conflicts, and
removed `pnpm-lock.yaml` from the final PR diff.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run packages/db/src/client.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-database.test.ts
server/src/__tests__/plugin-orchestration-apis.test.ts
server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/plugin-scoped-api-routes.test.ts
server/src/__tests__/plugin-sdk-orchestration-contract.test.ts`
- From `packages/plugins/examples/plugin-orchestration-smoke-example`:
`pnpm exec vitest run --config ./vitest.config.ts`
- `pnpm --dir
packages/plugins/examples/plugin-orchestration-smoke-example run
typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- PR CI on latest head `293fc67c`: `policy`, `verify`, `e2e`, and
`security/snyk` all passed.

## Risks

- Medium risk: this expands plugin host authority, so route auth,
company scoping, and plugin-origin activity attribution need careful
review.
- Medium risk: database namespace migration behavior must remain
idempotent for environments that may have seen earlier branch versions.
- Medium risk: the orchestration smoke fixture is intentionally excluded
from the root workspace importer to avoid a `pnpm-lock.yaml` PR diff;
direct fixture verification remains listed above.
- Low operational risk from the PR setup itself: the branch is rebased
onto current `master`, the migration is ordered after upstream
`0057`/`0058`, and `pnpm-lock.yaml` is not in the final diff.

> 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`.

Roadmap checked: this work aligns with the completed Plugin system
milestone and extends the plugin surface rather than duplicating an
unrelated planned core feature.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in a tool-enabled CLI
environment. Exact hosted model build and context-window size are not
exposed by the runtime; reasoning/tool use were enabled for repository
inspection, editing, testing, git operations, and PR creation.

## 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 core UI screen change; example plugin UI contract
is covered by tests)
- [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 08:52:51 -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